June 26 Crypto Circle Fast Report: Policies, Giants, and Market Ripple Effects
1. The Great Financial Game in the U.S.: Banks Officially Enter Crypto
The Federal Reserve has relaxed regulations, allowing banks to engage in the cryptocurrency field, which is not just a simple policy adjustment. Essentially, the U.S. aims to integrate the crypto market into the dollar system, controlling capital flows through banking channels, making the world pay for U.S. debt. Bitcoin responded by breaking through $106,000. In the short term, this is very favorable, but in the long term, we must be cautious of it becoming a “new tool” for dollar hegemony. We need to closely monitor the specific business models of banks participating in crypto, as this will reshape the industry ecosystem.
2. The Trump Family's Crypto Ambition
Sun Yuchen is bringing TRON public through a shell company closely related to the Trump family, and Trump's second son may also take a position at TRON. On the other hand, the Trump Media Group has submitted a crypto ETF application for the second time within two weeks, with 75% betting on Bitcoin and 25% on Ethereum, treating Bitcoin as a “core asset,” aiming to replicate the MicroStrategy myth through fan economy and market trends. This is a typical “finance + politics” crossover play, and subsequent crypto actions from the Trump faction will continue to impact market sentiment and capital direction.
3. Market Sentiment and Risks: Opportunities After the Liquidation Wave
The ceasefire between Israel and Palestine allowed the crypto market to rise before crashing, with over 130,000 liquidations in 20 hours, disappearing $494 million. In such severe fluctuations, we must recognize that while geopolitical easing may temporarily boost confidence, the policy landscape (such as regulatory details post U.S. bank involvement) and actions from giants (like Trump and Sun Yuchen) are the long-term variables.
Currently, we should closely monitor the progress of U.S. bank crypto operations and the approval dynamics of Trump’s ETF. Mainstream coins like Bitcoin can be accumulated at low points, but don't overlook policy risks; altcoins should be kept at low positions during this market reshuffling period, as only projects genuinely linked with giants’ strategies and policy dividends will survive.
The crypto circle is never short of stories; what it lacks is the insight to see through the essence. Keep following me, and I will help you analyze more underlying logic in the crypto space to seize the real trend opportunities!
