Reincarnation Community News on June 24

1. 【Trump Announces Middle East Ceasefire Agreement, Risk Aversion Eases】 (Importance: 40%)

Content: Trump announced a two-phase ceasefire agreement between Israel and Iran, ending 12 days of conflict, with geopolitical risk premiums rapidly dissipating.

Analysis: The ceasefire agreement directly reverses the market's risk-averse logic, with crude oil futures plummeting 7.8%, and funds flowing back from the dollar and U.S. Treasuries to risk assets. BTC surged 6.4% in three hours, and ETH simultaneously broke through $2,400, confirming the high correlation between crypto assets and macro risks.

2. 【Federal Reserve Removes “Reputational Risk” from Bank Reviews, Crypto Industry Welcomes Policy Easing】 (Importance: 30%)

Content: The Federal Reserve has removed “reputational risk” from bank review standards, opting for specific financial indicators, clearing obstacles for banks serving crypto businesses.

Analysis: This move ends a two-year “de-banking of crypto” dilemma. With compliance channels opening up, institutional fund inflows are expected to increase by over 30%. This is a short-term benefit for compliant exchanges like Coinbase, but caution is needed regarding the implementation of subsequent anti-money laundering review details by banks.

3. 【U.S. Spot Bitcoin ETF Cumulative Trading Volume Exceeds $1 Trillion, IBIT Dominates the Market】 (Importance: 20%)

Content: The cumulative trading volume of the U.S. Bitcoin ETF has exceeded $1 trillion after 18 months, with BlackRock's IBIT commanding a 79% share, maintaining daily trading between $2.3 billion and $4.4 billion.

Analysis: The trillion-dollar trading volume confirms that BTC has become a mainstream asset. IBIT's monopolistic position may trigger a fee war. Currently, the ETF's assets under management (AUM) reach $120 billion, and if weekly net inflows exceed $500 million, it will directly support BTC to break through $108,000.

4. 【Other Important News Briefs】 (Importance: 10%)

* Cardano Capital Increases Holdings by 1,000 BTC: Real estate giant increases its BTC holdings to $100 million, planning to expand to 3,000 BTC, continuing the trend of corporate balance sheet allocation;

* Nano Labs Applies for Hong Kong Stablecoin License: Aiming at the offshore RMB stablecoin market, promoting the construction of compliant fiat channels;

* Cipher Mining Launches 300 MW Mining Facility: Computing power expands to 23 EH/s, with miners' cost per coin dropping to $96,000, forming a price support baseline.