The rate cut bullet is chambered! The Ethereum ETF ignites billions in funding, and SOL teams up with Visa to recreate a payment empire. Is this the last chance to board before the August storm?
> Wall Street capital is pouring into Ethereum ETFs at a fierce pace of $450 million a day, while an obscure payment application in the Solana ecosystem had a weekly trading volume exceeding $1 billion—when traditional financial giants and crypto-native forces simultaneously bare their fangs, you know, the climax of this feast is about to arrive.
1. Federal Reserve rate cut: The global liquidity floodgates are about to open
The moment the market holds its breath is finally approaching! The Chicago Mercantile Exchange's FedWatch tool shows that the probability of a rate cut in July has soared to 85%, with expectations for a second rate cut in September strengthening simultaneously. This is by no means an ordinary policy adjustment—
- Historic turning point: If it lands in July, it will mark the Federal Reserve's first interest rate cut since the pandemic in 2020, signaling the official end of a two-year epic tightening cycle.
- Capital flow shifts: Goldman Sachs reports that global institutional cash positions are at a near five-year peak, with over a trillion dollars in "ammunition" ready to be injected into risk assets. Bloomberg analysts exclaim: "Cryptocurrency will become the largest reservoir for this round of liquidity release!"
2. Ethereum: The new battlefield of Wall Street giants' "crypto gold" 💼
When BlackRock and Fidelity's Ethereum ETF (code: ETHW) is confirmed to launch on July 18 at the NYSE, an institutional arms race has already begun:
- Pre-listing night position surge: Latest disclosures show that the total holdings of the five major issuers have exceeded 800,000 ETH (approximately $2.4 billion), with BlackRock's weekly increase equivalent to buying 15 ETH every minute!
- Real demand validation: Unlike the early arbitrage-driven Bitcoin ETFs, the spot premium for ETHW continues to expand. CryptoQuant's on-chain monitoring reveals that over 62% of inflow ETH is directly transferred to cold wallets—this is solid evidence of long-term capital entering the market!
- Countdown to ecological explosion point: With the ETF opening up compliance channels, Grayscale's Ethereum Trust (ETHE) will release a demand for conversion worth billions in early August, and Bloomberg predicts: "The real buying frenzy has yet to begin!"
3. Solana: The comeback from "downtime chain" to Visa-level financial infrastructure ⚡
As skeptics continue to mock SOL's past, it has quietly built an ecosystem that makes traditional payment giants tremble:
- Visa's "betrayal-type cooperation": Global payment leader Visa announced this week that it will expand its dollar stablecoin settlement landscape based on the Solana network. Visa's crypto head revealed: "We need a settlement layer that is 100 times faster and 1,000 times cheaper than traditional banks, and Solana is currently the only choice."
- Solana Pay sparks a real-world revolution: The pilot program with coffee giant Starbucks has just ended, and suddenly over 50,000 merchants worldwide support SOL payments! The driving force behind this is actually e-commerce giant Shopify—its latest plugin allows merchants to access SOL payments at zero cost, with transaction fees only 1/20th that of Visa.
- The DeFi king makes a strong comeback: The ecological TVL exceeds $4.5 billion, with real yields from protocols like Jito and Kamino reaching an APY of 23%. Even the established Wall Street firm Bernstein highlighted in their report: "SOL is currently the most undervalued yield engine!"
🔥 The core layout logic on the eve of the market surge:
1. Federal Reserve pivot + ETF landing = Institutional dual-engine ignition: Under the expectation of liquidity easing, BlackRock's demand for ETH allocation may far exceed that for Bitcoin—after all, the latter's price increase has already priced in expectations.
2. The SOL ecosystem is experiencing its "Amazon moment": When Visa and Shopify vote with real money, the market will completely reassess its "payment public chain" value, and a $100 SOL may be the next consensus starting point.
3. August storm warning: Historical data reveals that the average increase of crypto assets within three months after the Federal Reserve's first rate cut reaches 189%, while current ETH and SOL are still 40% away from their previous highs—smart money is quietly building positions.
> When veteran hedge fund managers in New York begin to recommend SOL ecosystem yield strategies to clients, and the ETH order flow on BlackRock's trading room screen turns bright red—this crypto frenzy ignited by traditional capital is far more ferocious than we imagine.
> The only question is: will you choose to watch from the eye of the storm, or will you board this ship that is about to break the sound barrier!
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