Reincarnation Community News on June 4
🔹 1. SEC Commissioner Supports Cryptocurrency Mixers, Emphasizes Bitcoin Defends Freedom Values
Content: SEC Commissioner Hester Peirce publicly supports citizens' rights to use cryptocurrency mixers, warning that “the 1933 gold confiscation-style executive order may re-emerge,” and criticizing current regulations for suppressing Bitcoin's potential.
Analysis: Regulatory bodies rarely release friendly signals, boosting market confidence in the short term, but the compliance of mixers remains controversial (Importance: 25%).
🔹 2. Trump Family Accelerates Expansion in the Cryptocurrency Field: Plans to Launch Brand Wallet, Little Trump Claims “No Bank Account”
Content: The Trump camp plans to launch “Trump Wallet” to encourage supporters to buy Meme coins, with Little Trump stating that he is “fully committed to cryptocurrency” due to rejection by traditional banks; meanwhile, Senator Lummis reveals that the U.S. military is considering incorporating Bitcoin into its strategic reserves.
Analysis: Political forces deeply intervene in the crypto ecosystem, which may drive retail investors' influx and policy loosening, but the risks of Meme coin speculation need to be vigilant (Importance: 30%).
🔹 3. Biden and Trump Camps' Policies Publicly Opposed, Treasury Secretary Clearly States “Cryptocurrency Extinction Theory”
Content: U.S. Treasury Secretary Yellen criticizes the Biden administration for “pushing cryptocurrencies towards extinction,” contrasting sharply with Trump’s “Digital Innovation Center” strategy.
Analysis: The policy game heats up in an election year, intensifying market volatility in the short term, but in the long run, if Trump's policies are implemented, it will open up incremental funding space (Importance: 35%).
🔹 4. Corporate Accumulation Trend Spreads: North American SolarBank Announces Bitcoin Reserve Plan
Content: North American solar company SolarBank imitates MicroStrategy, applying for a Coinbase custody account and planning to allocate Bitcoin reserves; Sweden's K33 purchased 10 BTC for $1 million, aiming to hold over 1,000 BTC.
Analysis: Small and medium-sized enterprises follow the MicroStrategy model, but the stability of cash flow is questionable (SolarBank has not yet actually purchased), and the debt risk in a high-interest environment needs to be cautious (Importance: 20%).
🔹 5. BlackRock's Opposite Operation: Sells 1,249 BTC, Increases Holdings of 27,000 ETH
Content: BlackRock sold 1,249 BTC (approximately $130 million) within 3 hours and simultaneously increased its holdings of 27,241 ETH (approximately $70 million) within 22 hours.
Analysis: Large institutions take short-term profits from BTC and rotate into ETH, confirming the logic of continuous inflow of funds into Ethereum ETFs, but BTC selling pressure may be present.
