📜 Policy and Regulatory Dynamics
🇰🇷 South Korean President supports stablecoin policy for the Korean Won, related stocks surge 📈
🇭🇰 Hong Kong Securities and Futures Commission strengthens regulation of digital asset OTC platforms, safeguarding market order 🛡️
🇺🇸 New mortgage rules in the U.S. may boost the cryptocurrency market 💉
💡 Focus on Perspectives: The dual-track policy and regulation of major global economies, with 'limited opening + strong regulation' becoming the new norm for crypto assets. Short-term policy benefits are stabilizing, and mid to long-term capital inflow is expected.
🌐 Macro Economic Barometer
📉 The probability of the Federal Reserve lowering interest rates in July is 18.6%, potentially rising to 74.8% in September, as the market awaits a shift in direction 🍃
📉 Retail investor enthusiasm cools by 10%, reaching a six-month low, with strong market wait-and-see sentiment 👀
💡 Insight: There is a time lag between macro dovish signals and market sentiment; while retail investors hesitate, institutions may have quietly positioned themselves.
📈 Market Trends and Capital Flows
🔄 Crypto analyst: Altcoins and institutional hot money are flowing towards Bitcoin strategic reserves and crypto stocks 💸
🚀 Coinbase leads the S&P 500 in June with a 43% increase, showcasing industry resilience 💪
💡 Strategy Suggestions: As risk aversion increases, Bitcoin and stable crypto stocks become new favorites for institutions. Focus on companies with outstanding financial reports and benefiting from policies to seize investment opportunities.
🚀 New Products and Innovations Frontier
🆕 REX Shares announces the upcoming launch of a Solana staking ETF, opening a new chapter for staking 🔑
💥 James Wynn boldly claims: Hyperliquid's leverage ratio has adjusted to 50 times, planning to spend $75 million on long positions 💪
🔄 Resupply releases bad debt handling plan, 6 million ReUSD will be destroyed through the insurance pool, restoring market confidence 💖
💡 Risk Warning: Innovative products are emerging constantly, and investors need to be wary of high leverage and protocol risks. ETF-type innovative products may become preferred options for mid to long-term allocation.
