📈 1. Price volatility – Bitcoin and Ethereum
• Bitcoin has slightly decreased by ~0.7%, trading around $108,200–108,300, down 3% from the record high in May.
. Market sentiment is somewhat influenced by information that the U.S. will impose tariffs between 25–40% starting August 1, according to Trump.
• Ethereum is hovering around $2,540–2,565, a slight increase of ~0.3–0.5%.
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🇺🇸 2. U.S. policy impact
• Trump's tariff wave covers the market – Analysts predict that the negative impact will only be temporary, while the long-term trend remains positive.
• Crypto Week will take place in mid-July, with the U.S. House of Representatives considering a series of bills including the CLARITY Act, Anti‑CBDC Surveillance State Act, and GENIUS Act – all aimed at establishing a clear legal framework for stablecoins and the crypto market.
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🏦 3. Business development & investment
• Metaplanet (Japan) aims to acquire an additional 210,000 BTC by the end of 2027, targeting to become the second largest 'bitcoin treasury company' globally, using BTC to purchase cash-flow businesses – this plan has driven stock prices up ~345% this year.
• Ego Death Capital raised $100 million to invest in companies developing Bitcoin mining software – prioritizing businesses that create real value and cash flow through Bitcoin.
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🗞️ 4. New financial products – Crypto ETF
• Trump Media & Technology has just filed with the SEC to seek approval for a 'Crypto Blue‑Chip ETF', including 70% Bitcoin, 15% Ethereum, 8% Solana, 5% Ripple, and 2% tokens from Crypto.com.
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🔍 5. Large wallet and investment fund activity
• A 'Bitcoin whale from 2011' has moved a large amount of BTC (~$8.6 billion), suspected to be for security consolidation rather than a sell-off.
• MicroStrategy has temporarily halted its Bitcoin accumulation in the week ending July 6 – the first time since April.
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🔮 Overview assessment:
Despite facing short-term pressure from geopolitical tensions and new tax policies, the crypto market continues to maintain its fundamental strength, with:
• Strong institutional capital flows: new ETFs, investment funds, companies accumulating BTC.
• Improvement in the legal framework: bills are about to be passed, especially regarding stablecoins.
• Investor sentiment remains stable; only slightly adjusted according to macro news.