📰 Daily Morning Report | Tuesday, July 8, 2025
🌐 Core Coin Dynamics
1. $BTC Waiting for Breakthrough Signal ↔️⏳
Continuing the small range oscillation pattern, lacking independent volatility momentum, major directional breakthroughs depend on external policies or macro news stimuli (such as tariff resolutions, interest rate cut paths).
2. $ETH Positive Accumulation Period 🌊🛡️
Market Expectations for Sharp Upsurge/Downturn Have Not Materialized, Ecosystem Benefits Continue to Be Released but Have Not Translated into Price Momentum, Clear Signs of Phase Bottoming.
3. $SOL Ecosystem Enthusiasm and Regulatory Struggle 🔥📜
- On-chain activity rises, but the launch of Pumpfun token (July 12) temporarily diverts funds, need to observe subsequent siphoning effects;
- US SEC Requires Issuers to Revise Solana Spot ETF Application by End of July, Compliance Process Enters Final Stage.
⚖️ Regulatory and Policy Tracking
4. Global Regulatory Divergence Intensifies 🌍⚖️
- EU MiCA Takes Effect: Licensing 53 Crypto Companies, Tether and Binance Not Included, Regulatory Thresholds Materialize;
- US ETF Expansion: SEC Confirms Receipt of Truth Social's BTC/ETH Spot ETF Application, 'Trump Concept' Sparks Market Speculation;
- Sanction Reversal: US Treasury Lifts Tornado Cash Sanctions, Regulatory Pressure on Privacy Agreements Drops Sharply.
5. Geoeconomic Game Escalates ⚔️💱
- Trump Tariff Extended to August 1, Minimum Tax Rate 25% for Japan, South Korea and Other Countries, Japanese Prime Minister Strongly States 'Will Not Easily Concede';
- Consensus on Fed Rate Cuts Strengthens: 95.3% Chance of No Action in July, Goldman Sachs Bets on September Start, Candidate Waller Calls for 'More Aggressive Cuts'.
🚀 Project and Ecosystem Focus
6. Meme Ecosystem Power Shift 👑📉
- @bonk_fun Tops with 54.7% Share, Community Says 'Only My Shadow Remains Ahead', Pattern Reshaping Completed;
- @pumpdotfun Token PUMP Countdown to Launch (July 12), Liquidity Competition in Solana Ecosystem Heats Up.
7. Middle East Compliance Fog 🇦🇪🚫
TON Foundation Clarifies UAE 'Golden Visa' Has Not Reached Formal Agreement, Cracking Down on Speculative Immigration Hype.
⚠️ Risk Warning
8. Stablecoin Wealth Management Explosion 💥🔒
Platform 'Xinkangjia' Involves $1.8 Billion in Cases, Exposing Payment Risks of Non-custodial Wealth Management Again, Regulatory Vacuum Needs Urgent Rectification.
📌 Daily Summary
The market is caught in a state of 'news vacuum': BTC/ETH remains sideways, while the SOL ecosystem's enthusiasm contrasts with regulatory tug-of-war. Policy variables (tariff delays/Fed rate cuts) dominate short-term sentiment, while regulatory divergence (EU MiCA licensing vs. US ETF expansion) indicates differences in global compliance paths. The power shift in the meme sector and the stablecoin explosion highlight the coexistence of high volatility and risk in the industry.
🌞 Morning Blessings
May you hold the light while walking through the market's fog, hear the thunder in silence, and maintain composure amid the noise. Wishing you insights like a torch today, and a steady pace!