$USDC Macroeconomics and Regulation:

US Government's Increase in Bitcoin Holdings Faces Obstacles: BitMEX co-founder Arthur Hayes believes that, although the US government holds a significant amount of Bitcoin, it is unlikely to significantly increase its holdings in the short term due to pressure from national debt and public image issues. This reflects a cautious attitude of government agencies towards cryptocurrency investments and the complex challenges faced in policy-making.

The GENIUS Act Encounters Obstacles: Nine Senate Democrats oppose the current version of the GENIUS Act (Senate Stablecoin Bill), stating that they will not support it in a full Senate vote unless it is modified. This indicates that regulatory legislation for stablecoins faces significant hurdles, and its future direction remains uncertain.

Apple Eases Crypto App Policies: Apple has adjusted its policies in the US App Store, allowing developers to bypass the 30% commission fee, which will reduce operating costs for NFT and cryptocurrency applications and may promote the development of the DApp ecosystem. However, this policy is currently limited to the US market. Trump's Positive Attitude Attracts Companies to the US: Trump's friendly stance towards cryptocurrency has attracted several companies, including Deribit and OKX, to enter the US market, demonstrating the potential vast market size in the US and the impact of regulatory uncertainty on investor decisions.