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US Leads Missile Defense Drill to Tackle Pyongyang’s ‘Evolving Military Threats’ - Report_我的网站

一 |     South Korea, Japan, and the US are due to begin a joint ballistic missile defense drill in the waters off Hawaii later on Monday as they step up security coordination against North Korea's "evolving military threats," according to Yonhap.,The South Korean news agency cited unnamed sources as saying that the Pacific Dragon exercise would take place on August 1-14 and aims to enhance cooperation among the participating countries in detecting, tracking and reporting ballistic missile targets.,The insiders added that in addition to the three countries, Australia and Canada would join the drill, which is being led by the US Pacific Fleet.,The claims come a few days after North Korean leader Kim Jong-un asserted that Pyongyang is absolutely ready to mobilize its "nuclear war deterrence forces" at any moment.,“Our armed forces are thoroughly prepared to respond to any crisis, and our nation’s nuclear war deterrence is also fully ready to mobilize its absolute strength faithfully, accurately and promptly to its mission,” Kim was cited by Al Jazeera as saying last Wednesday during the celebration of the anniversary of the armistice agreement that ended the Korean War.,The North Korean leader also argued that Washington continues “dangerous, illegal hostile acts” with South Korea against his country some 70 years after the war, and seeks to justify its behavior by “demonizing” the North.,South Korea Fears North May Conduct New Nuclear Test in Coming Days - Unification Minister26 July, 17:00 GMT,He claimed any possible attempt by South Korea to make a preventive strike on the North to neutralize a part of the latter's military potential would be futile.,Additionally, Kim condemned the new South Korean administration under President Yoon Suk-yeol, saying any attempts to preemptively incapacitate his country would be met with a stern response and “annihilation”.,“I once again make it clear that North Korea is fully ready for any military confrontation with the United States,” he stressed.,This followed officials in Seoul and Washington claiming that Pyongyang had completed preparations to conduct its first nuclear test since 2017.,South Korea’s Foreign Minister Park Jin, in turn, warned that the North is likely to face stronger sanctions, including measures aimed at curbing its cyberattack capabilities if it goes ahead with the tests.,Last month, US special representative to North Korea Sung Kim asserted that Pyongyang had already tested an unprecedented number of missiles this year. In January, Pyongyang said it had tested a hypersonic missile and later launched a banned intercontinental ballistic missile (ICBM) as well as missiles that it said could carry tactical nuclear weapons.,In 1953, Seoul and Pyongyang clinched an Armistice Agreement that ended the three-year war. However, formally, the Korean Peninsula is still at war because the conflict ended without both sides signing a peace treaty.。

二 |     　　加密货币狂飙！　　今日（8月25日），比特币价格飙升至8万美元以上，单日涨幅超过2%，24小时涨幅接近4%，现货比特币ETF的资金也再次流入。比特币上周暴涨超23%，以太坊、BNB、SOL等集体上涨。

三 | 　　数据追踪平台Laevitas的数据显示，周一，一位或多位交易员买入了2000份比特币看涨期权合约，行权价为82000美元。

四 | 看涨期权的买家支付了290万美元（折合人民币约1950万元）的权利金，赌比特币在9月份能涨破82000美元。　　那么，究竟发生了什么？　　比特币飙涨　　今日，比特币价格飙升至8万美元以上，现货比特币ETF的资金再次流入。

五 | 上周，比特币在3天内飙升超过20%，创下2023年以来最大的3日涨幅。分析人士认为，这波涨势部分是由空头挤压推动的，随着价格上涨，超过40亿美元的加密货币空头头寸被清算。根据 CoinGlass数据统计，最近24小时，全球共有 96103人被爆仓，爆仓总金额为6.48亿美元。

六 | 　　机构需求也已回归。上周，美国现货比特币交易所交易基金（ETF）净流入19.2亿美元，创下自去年10月比特币触及上一轮周期峰值以来的最大单周流入量。　　期权市场的活跃度也表明，投资者越来越相信这轮上涨行情能够持续。数据追踪平台Laevitas的数据显示，当地时间周一，有交易员买入了2000份比特币看涨期权合约，行权价为82000美元，将于9月4日到期。

七 | 这笔交易实际上是在押注比特币现货价格将在9月4日或之前上涨至82000美元以上。

八 | 看涨期权的买家为此支付了290万美元的权利金，如果比特币在9月4日到期前价格保持在82000美元以下，这将是他们可能损失的最大金额。

九 | 　　机构Fundstrat指出，比特币价格上涨的同时，全球最大的企业比特币持有者Strategy却没有进行新的买入。

十 | Strategy已经两周没有买入比特币了。如果它在ETF需求依然强劲的情况下重新开始买入，可能会进一步推高比特币价格。　　信用“动摇”之预演？　　目前，有机构认为，加密货币飙升是美国国债回购导致。

十一 | 　　华侨银行分析师在一份报告中指出，美国财政部宣布回购国债的举措已将市场关注点从更高的收益率转向美元贬值——回购导致美元走软、黄金走强，市场盈亏平衡点上升。虽然市场预期有些夸张，但政策不确定性的加剧以及对美联储独立性的质疑正在对美元构成压力。这反过来又导致投资者涌入黄金和加密货币市场——这些资产被认为大多不会受到债券市场动荡的影响。

十二 | 　　亿万富豪投资人Stanley·Druckenmiller表示，美国财政部长贝森特花费数十亿美元回购美债的计划是一个错误。其在《华尔街日报》一篇评论中写道：“政府若不顾基本面试图捍卫价格，终将落败。”“长期美国国债收益率是世界上最重要的价格，也是美国仅存的财政纪律约束机制。”贝森特早年担任对冲基金交易员时，曾经受过Druckenmiller的指点。　　不过，也有分析认为，美债违约的实质性风险（本金利息无法按时兑付）目前仍然较低，因为美国仍可通过发新债还旧债维持运转。

十三 | 但债务可持续性的结构性风险真实存在且正在累积——债务规模越大、利息支出越高、融资成本越贵，形成“债务↑→利息↑→赤字↑→发债↑→利率↑”的负反馈循环。　　对于比特币等加密货币来说，美债稳定之后，价格方向可能再度发生变化。这波突破能否持续也仍存疑。比特币自去年10月以来一直处于低迷状态。BTIG指出，2023年1月类似的上涨行情最初也未能持续，比特币在200日移动均线附近找到支撑后开始回落。

十四 | 但Fundstrat周一在一份报告中指出，上周空头挤压后出现的买盘表明，比特币的反弹可能“比战术性反弹更具持久性”。数据显示，比特币和以太坊ETF资金流入强劲。（文章来源：券商中国）。

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Published on:17:46:49