QCP는 이스라엘이 제한적인 공습을 재개한 후 전 세계적인 위험 선호도가 높아졌다고 지적했습니다. 나스닥 100 지수는 사상 최고치를 경신했고, S&P 500 지수는 2020년 2월 종가 최고치보다 1% 미만 낮은 수준으로 마감했습니다. 또한, 6월 초 이후 대차대조표에 비트코인을 보유한 기업의 수가 거의 두 배로 증가하여 현재 240개 이상의 기업이 총 345만 BTC를 보유하고 있습니다.
https://t.me/QCPbroadcast/1469
QCP Asia Colour – 25 June 2025
War Drums Fade, Risk Appetite Roars
Despite Israel resuming limited strikes just hours after a tentative ceasefire, financial markets barely blinked. Traders appeared to have priced in a resolution or simply stopped waiting for one. Instead of flight-to-safety, the move was risk-on in full force. The Nasdaq 100 clocked fresh record highs, while the S&P 500 ended less than 1% shy of its all-time closing peak from February 2020. Oil prices have now fully retraced back to pre-conflict levels, further fuelling the shift in sentiment.
Among S&P 500 constituents, Coinbase Global Inc. (COIN) staged the standout performance, surging 12% on Tuesday to close at $344.94. This marked its highest level in over six months. Two major regulatory breakthroughs lit the fuse:
1. The GENIUS Act, a landmark U.S. bill that introduces a long-awaited stablecoin framework. This brings long-overdue compliance clarity and paves the way for institutional adoption.
2. MiCA Milestone: Coinbase secured formal…
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