夏禾Bella

S&P has given MicroStrategy a rating for the first time, and traditional financial giants are finally acknowledging the Bitcoin bond strategy.

This is Wall Street's official recognition of the allocation model for crypto assets. What does it mean when traditional rating agencies start to measure Bitcoin-holding companies using their own frameworks?

It means that Saylor's crazy bets are being accepted by the mainstream financial system, which also indicates that more companies may follow this "digital gold" allocation strategy.

But ratings are also a double-edged sword - once S&P gives a negative rating, it could affect institutional investors' confidence in such strategies.

The rules of the game in traditional finance are being rewritten 🏦

#RWA #比特币国债

Institutional giants are quietly hoarding coins 🐋

The total value of BTC, ETH, and SOL held by listed companies has reached tens of billions of dollars, and 2025 may become a key year for cryptocurrency reserve companies.

This is no longer a game for retail investors, but a strategic layout at the institutional level. As traditional enterprises begin to treat cryptocurrency as reserve assets, we are witnessing the beginning of a new era.

But the question is: how will regulatory policies affect this wave of institutional entry?

Let’s $BONK

#Kraken Q3 revenue 648 million USD, year-on-year surge of 114%!

This is indeed a festive data before the IPO night, but the regulatory environment still hangs like the sword of Damocles.
Traditional financial giants must be re-evaluating their digital asset strategies in light of this growth rate 🫣🫣🫣

#crypto #IPO

Polymarket suddenly postpones token issuance to focus on the U.S. market 🎯

This timing choice is quite interesting.
The popularity of prediction markets is soaring, but Polymarket has chosen to pause its token plans to focus on compliance.
It seems conservative, but it might actually be preparing for a bigger opportunity.

Once the U.S. market opens, the user base and capital volume will far exceed what we have now. Instead of rushing to issue tokens for a quick profit, it is better to solidify the infrastructure first. 🤔

#预测市场 #Polymarket

Trump will meet with 🤣 next Thursday, and this kind of political honeymoon is usually as short as fireworks 🎆 Haha

Looking back at the last market trend related to Trump, everyone knows the routine: first a wave of revelry, then reality quickly gives you a slap in the face

That said, this level of meeting will indeed make the global market hold its breath for the results

#crypto #政治博弈

news:

The MANTRA project will change the token name from $OM to $MANTRA and implement a 1:4 token split.

Accumulation has been ongoing for five months $OM

Over $6 billion in options expire on Friday, with BTC's biggest pain point at $114,000 and ETH at $3,950

The put-call ratio indicates a delicate balance in market sentiment, with BTC nearly 1:1 and ETH slightly optimistic at 0.79. Such a large expiration usually brings short-term volatility, especially when prices are close to the pain point

The game between market makers and large players is about to begin 🎯$BTC $ETH

Ripple has rented 90,000 square feet of premium office space in the City of London, with a rent of £140 per square foot.

This price level is already comparable to that of Mayfair, making it one of the most expensive office spaces in the financial district!
Landmark buildings of traditional financial centers are now about to welcome crypto giants.

Web3 companies are starting to expand significantly in the heart of traditional finance, and this move is quite symbolic! 🏢

#RWA #Ripple

I will replace Paris Brother and become the new counter指

tmd, really have no way out

Seems indifferent, but actually really want to go buy cigarettes

Help me call Wang Ye 😆

The Democratic Party of the U.S. Senate has just finished a roundtable meeting with crypto industry bigwigs, and the atmosphere is a bit subtle 😅

Democratic senators directly warned the industry not to act as the "arm" of the Republicans, and mentioned that the DeFi proposal leak incident has completely undermined the trust foundation. Even more harshly, they said that the kind of public confrontation during negotiations two weeks ago would only "hinder the progress of the bill".

However, the good news is that the senators collectively promised to complete the bill, emphasizing that there is "no deliberate delay". The main obstacle now is the Republican opposition to the legislation.

It seems that in the game of crypto regulation, rebuilding trust is more critical than technological breakthroughs 🎯

#加密监管 #DeFi

I said, I am very familiar with this market, it is exactly the same as in the later period of Trump, the harder you work, the more you lose money

$PALU $币安人生 $GIGGLE

Wishing everyone a happy Mid-Autumn Festival! 🎑

The coins purchased have all skyrocketed 📈

#币安人生 Paper Hand Nightmare

$W Continue to increase positions

$W $W $W got on the bus

$LISTA is a bit weak, might change it to $KERNEL some
$THE has a strong rebound, is there anyone in the same vehicle? Recharge points of faith