The second half of 2025 for cryptocurrency is still opening. What events and sectors should we focus on?
1.
In the second half of the year, focus on betting on the Federal Reserve's two interest rate cuts, with the expected timing around September and November.
2.
There are already 230 publicly listed companies globally holding Bitcoin, and this number continues to grow.
3.
Legislation for stablecoins in the U.S. is expected to be finalized, with the Senate having passed the GENIUS Act. The White House is expected to complete the unified version of the bill for presidential signature before Congress adjourns on August 4.
4.
On May 30, the People's Bank of China issued a comprehensive cryptocurrency ban, prohibiting all trading, mining, and personal holding activities, effective June 1.
However, China is taking a cautious approach to cryptocurrency regulation in the Hong Kong region. The Hong Kong Securities and Futures Commission has approved 40 financial institutions to upgrade their licenses to provide virtual asset trading services. The Mainland's central bank has elaborated on Hong Kong's dual-license regulatory system and its explorations and innovations in the cryptocurrency field, which may provide references for the Mainland in the future.
5. Regarding sector bets, I have always believed that the AI angel sector will be an indispensable presence in the second half of the year. Recently, #SWARMS has performed well; looking at the monthly closing, it seems the operators are eager to act. If I had to place a bet, I would favor the AI AGENT series. #AIXBT #AI16Z #ARC #SWARMS
1.
In the second half of the year, focus on betting on the Federal Reserve's two interest rate cuts, with the expected timing around September and November.
2.
There are already 230 publicly listed companies globally holding Bitcoin, and this number continues to grow.
3.
Legislation for stablecoins in the U.S. is expected to be finalized, with the Senate having passed the GENIUS Act. The White House is expected to complete the unified version of the bill for presidential signature before Congress adjourns on August 4.
4.
On May 30, the People's Bank of China issued a comprehensive cryptocurrency ban, prohibiting all trading, mining, and personal holding activities, effective June 1.
However, China is taking a cautious approach to cryptocurrency regulation in the Hong Kong region. The Hong Kong Securities and Futures Commission has approved 40 financial institutions to upgrade their licenses to provide virtual asset trading services. The Mainland's central bank has elaborated on Hong Kong's dual-license regulatory system and its explorations and innovations in the cryptocurrency field, which may provide references for the Mainland in the future.
5. Regarding sector bets, I have always believed that the AI angel sector will be an indispensable presence in the second half of the year. Recently, #SWARMS has performed well; looking at the monthly closing, it seems the operators are eager to act. If I had to place a bet, I would favor the AI AGENT series. #AIXBT #AI16Z #ARC #SWARMS
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