📰 Daily Morning Report | July 7, 2025, Monday
🌐 Core Currency Dynamics
1. $BTC Gearing up for US stock market opening ↔️📅
The US stock market maintains range-bound fluctuations during the market holiday, with bulls and bears caught in a stalemate, prices showing a 'no rise, no fall' wait-and-see state. Future direction needs to closely track capital flows after the US stock market opens.
2. $ETH Night-time rebound waiting for verification 🌙🆙
After a brief rebound, the market focuses on whether the Ethereum Foundation can launch substantial ecological incentives, otherwise the rebound may become 'fuel for the bears'.
3. $SOL On-chain warming + token issuance catalyst 📈🚀
Recovery of on-chain activity combined with the upcoming issuance of Pump tokens, whether it can drive SOL to break through resistance levels is the focus. The ecological wealth effect shifts to project incubation (PvE) model.
🏛️ Regulation and Policy
4. Hong Kong Digital Asset Progress 🇭🇰📊
Financial Secretary Paul Chan reveals that Hong Kong has over 210 ETPs listed, with digital asset products continuously favored by capital, reinforcing its position as a financial hub in East Asia.
5. US Political and Economic Game ⚖️🗳️
- Musk's political layout: submits 'American Party' organization statement, Basent warns him to 'focus on business';
- Tariff countdown: Trump's country-specific tariffs take effect on August 1, the Treasury Secretary states 'intensive negotiations in the next 72 hours', some agreements may be postponed;
- Federal Reserve Independence: Basent reiterates 'interest rate cuts are decided by the Fed', this week's meeting minutes are a key indicator.
💡 Industry Innovation and Warnings
6. Breakthrough in Decentralized Applications 📡🔒
Jack Dorsey launches offline encrypted communication app bitchat, focusing on anti-censorship and privacy protection, the community questions 'will it issue tokens' raising speculation.
7. Middle East Regulatory Rumors 🇦🇪🚫
Three UAE agencies (ICP/SCA/VARA) jointly deny rumors of 'crypto investors obtaining golden visas', cracking down on speculative immigration hype.
🚨 Core Variables This Week
8. Macro Double Thunder Waiting to Explode ⚡📆
- Federal Reserve meeting minutes (released Wednesday): signals regarding interest rate cuts are pulling market nerves;
- The suspension period for reciprocal tariffs ends (July 9): if no agreement is reached, the risk of global trade friction will surge.
⚡ Institutional and Market Movements
9. Whale Holding and Ecological Competition 🔄🏆
- Michael Saylor hints at increasing Bitcoin holdings this week, MicroStrategy's holding strategy continues to influence the market;
- Bonk surpasses Pumpfun with a 54.7% market share, the community jokingly questions 'can it break the latter's valuation' becoming a new suspense.
📌 Daily Summary
The market is caught in a 'silent period game': BTC is consolidating, waiting for guidance from US stock indices, while ETH and SOL are testing breakthroughs through ecological events. Policy week (tariffs/Fed minutes) could be a key to breaking the deadlock, while Hong Kong's ETP expansion and decentralized applications (bitchat) highlight industry resilience, and regulatory games (Middle East rumors, Musk controversy) warn of irrational risks.
🌅 Morning Blessing
May you remain sharp yet calm in this week's stormy market, anchoring your direction with clarity, and nurturing new opportunities from change. Wishing you wisdom to navigate the winds and a smooth journey ahead!
