Bitcoin (BTC) price breaks through $107,000, with the U.S. spot Bitcoin ETF holdings exceeding 1.184 million BTC, accounting for 5.96% of the total BTC supply. Institutions continue to increase their holdings, and exchange Bitcoin balances have dropped to 2.09 million BTC, a historic low, shifting the market towards a coin hoarding mode.
Ethereum (ETH) briefly fell below $2,500, but BlackRock's Ethereum ETF size approaches $5 billion, providing long-term support.
The global interest rate cut cycle supports Bitcoin's anti-inflation demand, with multiple U.S. states advancing Bitcoin reserve legislation, and corporate hoarding forming buying support.
Newly appointed Federal Reserve Vice Chair Michelle Bowman advocates for easing the capital requirement ratio for banks holding crypto assets, which may accelerate Wall Street's layout in crypto custody business. However, policy loosening comes with operational risks.
BlackRock warns that quantum computers may break Bitcoin's encryption mechanism, but MicroStrategy founder Michael Saylor believes it can be addressed through protocol upgrades, and the current actual threat is low.
Circle's IPO boosts its valuation to $24 billion, far exceeding Coinbase's previously proposed acquisition price of $4 billion. This IPO has reignited Wall Street's interest in crypto assets, but the overall response from the crypto market is muted, with Bitcoin funding rates remaining low or even falling to negative values. Some investors may short Bitcoin while going long on crypto stocks to hedge risks.
The Bitcoin investing family 'Taihuttu Family' has abandoned hardware wallets in response to increasing kidnapping threats, dispersing and hiding cryptocurrency recovery phrases across four continents. 65% of their crypto assets are stored in cold wallets on four continents, while the remainder is kept in multi-signature wallets or decentralized exchanges for trading and daily expenses.
Europe's first Bitcoin reserve company, The Blockchain Group, announced a 'market price' capital increase agreement with asset management company TOBAM, totaling €300 million, aimed at accelerating its Bitcoin reserve company strategy.
Japanese Bitcoin investment firm Metaplanet launches a $5.4 billion financing plan, aiming to increase its Bitcoin reserves, which have reached $1 billion. The company's stock price surged 22% on Monday.
Nasdaq submitted an 8-K form to the U.S. Securities and Exchange Commission, confirming the proposal to expand the crypto benchmark from 5 digital assets to 9, adding XRP, SOL, ADA, and XLM, allowing Hashdex's Nasdaq Crypto Index U.S. ETF (NCIQ) to transition to a broader index. The SEC's decision deadline is expected to be November 2, 2025.
The world's first Web3.0 AI-Agent and AIUGC creator and fan economy community focused on the entertainment field, MEET48, announced the launch of the IDOL airdrop plan, officially launching the IDOL airdrop query page on June 9, 2025, at 11:00.
CoinDesk released the '50 Women in Web3 and AI' list, including Bitget CEO Gracy Chen, with evaluation criteria including technological innovation, business strategy, regulatory compliance, and ethical frameworks.
Summary: Bitcoin is consolidating, with institutional increases and policy expectations supporting a long-term bull market, but high leverage risks need to be watched; Ethereum is under short-term pressure, while ETF fund inflows provide support. Sector rotation is evident, with narratives like PayFi and RWA being favored. Circle's IPO has garnered widespread attention, with its valuation far exceeding Coinbase's previous offer, sparking Wall Street's interest in crypto assets, but the market sentiment in Bitcoin remains cautious, with funding rates performing poorly.
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