发布: 2024/05/07 02:29 阅读: 212
Bitwise Chief Investment Officer Matt Hougan posits that recent regulatory scrutiny could play a role in Coinbase's favor and benefit the company in facing the SEC.
Bitwise 首席投资官 Matt Hougan 认为,最近的监管审查可能对 Coinbase 有利,并有利于该公司面对 SEC。
The U.S. SEC has recently issued a Wells notice to Robinhood Crypto, indicating a potential enforcement action for securities violations. This regulatory scrutiny is playing a significant role in shaping the competitive landscape among crypto exchanges, particularly benefiting Coinbase, according to Hougan.
美国 SEC 最近向 Robinhood Crypto 发出了 Wells 通知,表明可能对证券违规行为采取执法行动。 Hougan 表示,这种监管审查在塑造加密货币交易所之间的竞争格局方面发挥着重要作用,特别是有利于 Coinbase。
In a post on the social media platform X, Hougan argued that the stringent regulatory environment inadvertently creates a competitive advantage for Coinbase by establishing an artificial moat around its operations. This advantage allows Coinbase to maintain high profit margins and achieve substantial earnings in the short term.
Hougan 在社交媒体平台 X 上发表的一篇文章中指出,严格的监管环境通过围绕 Coinbase 的运营建立了一条人工护城河,无意中为 Coinbase 创造了竞争优势。这一优势使得Coinbase能够保持较高的利润率,并在短期内实现可观的盈利。
The hostile regulatory environment is creating an artificial "moat" for Coinbase's business, helping sustain extremely high margins and allowing them to over-earn in the short-term.What's impressive is that they are using this opportunity to both raise cash (now $7.1 billion)…— Matt Hougan (@Matt_Hougan) May 6, 2024
充满敌意的监管环境正在为 Coinbase 的业务创造一条人为的“护城河”,帮助维持极高的利润率,并让他们在短期内获得超额收益。令人印象深刻的是,他们正在利用这个机会筹集现金(目前为 71 亿美元) )…— 马特·侯根 (@Matt_Hougan) 2024 年 5 月 6 日
You might also like: All spot Bitcoin ETFs see inflows, analyst doubts dynamics will repeat
您可能还喜欢:所有现货比特币 ETF 均出现流入,分析师怀疑动态是否会重演
Coinbase, despite its ongoing disputes with the SEC, reported a revenue of $1.6 billion for the first quarter of 2024, fueled by increased transaction fees from institutional and consumer clients. The company's financial success comes amidst broader regulatory actions, including last year's lawsuit against Coinbase by the SEC, which accused the company of operating as an unregistered exchange, broker, and clearing agency. The regulator has also criticized Coinbase's staking and wallet services.
尽管与 SEC 的争议不断,但 Coinbase 报告称,由于机构和消费者客户的交易费用增加,2024 年第一季度的收入为 16 亿美元。该公司的财务成功得益于更广泛的监管行动,包括去年 SEC 对 Coinbase 的诉讼,指控该公司作为未注册的交易所、经纪人和清算机构运营。监管机构还批评了 Coinbase 的质押和钱包服务。
Robinhood Crypto, a direct competitor, facilitates trading for various cryptocurrencies, including Bitcoin (BTC), Ether (ETH), Dogecoin (DOGE), and Shiba Inu (SHIB). Other entities have encountered similar regulatory challenges in the crypto space, such as decentralized crypto exchange Uniswap and Ethereum development studio Consensys, which received Wells notices from the SEC last month.
Robinhood Crypto 是其直接竞争对手,促进各种加密货币的交易,包括比特币 (BTC)、以太币 (ETH)、狗狗币 (DOGE) 和柴犬 (SHIB)。其他实体在加密货币领域也遇到了类似的监管挑战,例如去中心化加密货币交易所 Uniswap 和以太坊开发工作室 Consensys,它们上个月收到了 SEC 的 Wells 通知。
Hougan highlighted that despite regulatory hurdles, Coinbase is using this period to bolster its finances and diversify its operations.
Hougan 强调,尽管存在监管障碍,Coinbase 仍在利用这段时期来增强其财务状况并实现业务多元化。
"What's impressive is that they are using this opportunity to both raise cash and massively diversified their business," he said.
“令人印象深刻的是,他们利用这个机会筹集现金并大规模实现业务多元化,”他说。
Bitwise, the company Hougan represents, has also been active in the crypto market, being the custodian for eight of nine spot Bitcoin ETFs trading since January 2024.
Hougan 代表的 Bitwise 公司也一直活跃在加密货币市场,自 2024 年 1 月以来,它是 9 个现货比特币 ETF 交易中的 8 个的托管人。
Read more: Bitcoin jumps above $65k amid Fed report, ETF inflows
阅读更多:美联储报告、ETF 资金流入,比特币跃升至 6.5 万美元以上