● Trump plans to unilaterally set tariff rates, with July 9 as the deadline for negotiations
According to ChainCatcher, Trump stated that the US might start sending letters to trading partners on Friday, unilaterally setting tariff rates, with July 9 as the deadline for negotiations. Trump mentioned that he might send 10 letters daily to different countries, informing them of tariff requirements. Trump stated on Tuesday that he does not consider delaying the deadline. US Treasury Secretary Mnuchin stated that Trump will make the final decision.
● Cathie Wood: The Bitcoin bull market continues
According to Odaily Planet Daily, ARK Invest CEO Cathie Wood stated in a video: "We are still in a Bitcoin bull market."
According to PANews, Glassnode data shows that despite recent profit-taking by long-term Bitcoin holders, the proportion of Bitcoin that has not been moved for at least three years remains at 45%.
CoinDesk Research analysis points out that the overall holding behavior of the core holding group has not undergone significant changes in the past year, suggesting that most people are still waiting for higher prices.
● In the first half of 2025, the number of Bitcoin millionaire wallets increased by 26,758
According to Deep Tide TechFlow, in the first half of 2025, the number of wallets holding Bitcoin worth over $1 million significantly increased. According to a report by Finbold, from January 1 to June 30, the total number of Bitcoin millionaire wallets rose from 155,569 to 182,327, an increase of 26,758.
● Analysis of BTC and ETH options delivery data: Market sentiment remains unaffected
According to Odaily Planet Daily, Greeks.live macro researcher Adam stated that the options delivery data on July 4 shows: 28,000 BTC options expired, with a Put Call Ratio of 1.07, a maximum pain point of $106,000, and a nominal value of $3 billion. 237,000 ETH options expired, with a Put Call Ratio of 1.25, a maximum pain point of $2,500, and a nominal value of $600 million. Today is the first delivery day after the quarterly settlement, and the market is relatively stable. Recent hotspots are in the tokenization of US stocks, which has diverted attention from the crypto market. Although BTC is hitting new highs again, market sentiment has not been stirred. Options data shows that BTC implied volatility remains low, with short- to medium-term IV below 35%, and ETH's IV slightly fell below 60%. There is still operational space for volatility cross-coin strategies.
● Cookie DAO InfoFi layout: Snaps, DataSwarm, and a comprehensive analysis of token economics
Cookie DAO is merging AI with DeFi through a modular data aggregation layer, with the core token being $COOKIE, which has multiple uses. Cookie Snaps and DataSwarm recently launched, driving the token price up by 420%. Cookie provides real-time sentiment scores, credibility metrics, and AI-driven reward mechanisms, distinguishing itself from platforms like Dune or Kaito. As the ecosystem targeting institutions and developers continues to expand, Cookie DAO is positioning itself as a leading force in the InfoFi (information finance) economy.
● UBS analyst: US tariff policy may affect the dollar's trend
According to Jin10 data, UBS Global Wealth Management analysts stated that the US may postpone reciprocal tariffs again, and the dollar's response is uncertain. The 90-day tariff suspension will end on July 9.
Analysts believe that further delays in tariffs may be interpreted as a reluctance to impose tariffs, thus boosting risk-sensitive currencies. If high tariffs are avoided, the dollar may receive initial support.
A reduction in tariffs may prompt the market to digest expectations of further interest rate cuts in the US. Federal Reserve Chairman Powell stated that if it weren't for tariffs boosting inflation expectations, he would have cut rates much earlier.
