$USDC Macroeconomics and Regulation:

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

Obstacles to the GENIUS Act: Nine Senate Democrats oppose the current version of the GENIUS Act (Senate Stablecoin Bill), stating they will not support it in a full Senate vote unless modifications are made. This indicates that regulatory legislation for stablecoins faces numerous hurdles, and there is still uncertainty about its future direction.

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 the 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 Enterprises to the US: Trump's friendly stance towards cryptocurrencies has attracted several companies, including Deribit and OKX, to enter the US market, highlighting the potential large market size in the US and the impact of regulatory uncertainty on investor decision-making.