Introduction:
1. The market views Chuanzi's series of tariffs as a negotiation strategy, with a relatively calm reaction.
2. The Russia-Ukraine conflict may escalate, as Chuanzi will provide billions of dollars in military equipment to NATO.
3. The House of Representatives will vote on the (CLARITY Act) bill (Digital Asset Market Clarity Act) on Wednesday, and on Thursday morning will vote on the (GENIUS Act) (US Stablecoin Guidance and Innovation Act).
4. The ETF data showed a rare situation where BTC ETF saw outflows while ETH saw large inflows. On the 14th, without BlackRock data, BTC ETF saw outflows of $97.3 million, while ETH ETF saw inflows of $108 million.
5. The pump drama has ended; those who entered the pump on-chain made a profit of over 40%; hedging short positions lost badly.
1. Macro market.
(1) Traditional market.
1. US stocks: NASDAQ up 0.27%, S&P up 0.14%, Dow up 0.20%, Circle up 9.27%.
2. US Treasuries, USD: The 10-year US Treasury rose by 0.45% to 4.43%, and the DXY rose by 0.24% to 98.09.
3. Gold: High position fluctuations up to 3348.
(2) Policy direction.
1. Chuanzi expressed dissatisfaction with Russia and will manufacture top weapons for NATO. The US will provide billions of dollars in military equipment to NATO. Meanwhile, NATO Secretary General Stoltenberg also stated that European countries are 'stepping up' their weapons supply. Countries will quickly transport equipment into Ukraine.
2. The Director of the National Economic Council of the White House, Hassett, stated that trade negotiations with the EU, Canada, and Mexico are still ongoing.
3. Chuanzi stated that the Federal Reserve should lower interest rates to below 1%.
(3) Regulatory dynamics.
1. The preliminary agenda for the US House of Representatives 'Crypto Week' includes a vote on the (CLARITY Act) bill (Digital Asset Market Clarity Act) on Wednesday, and a vote on the (GENIUS Act) (US Stablecoin Guidance and Innovation Act) on Thursday morning.
The (CLARITY) Act may become a turning point for the digital asset market, expected to drive institutional investors to enter on a large scale. The act aims to establish a clear regulatory framework for US digital assets, clearly categorizing cryptocurrencies as commodities or securities.
2. The latest amendment to Hungary's code states that individuals using unauthorized cryptocurrency trading services may face up to two years in prison for basic trading activities; if the transaction amount exceeds 50 million Hungarian forints (approximately $140,000), the sentence can be up to three years; if it exceeds 500 million forints (approximately $1.4 million), the maximum sentence can be five years.
2. Market review.
1. Market data: Trading volume increased by 137.36%.
2. Stablecoin data outflow of $311 million, USDC outflow of $296 million.
The US-listed company SharpLink Gaming has reached a holding of 270,000 ETH, surpassing the Ethereum Foundation (which holds 242,500 ETH) to become the largest ETH holding institution.
3. ETF data; on the 14th, without BlackRock data, BTC ETF saw outflows of $97.3 million, while ETH ETF saw inflows of $108 million.
4. Institutional dynamics.
(1) [HYPE Microstrategy Upgrade] US-listed company Sonnet will merge to form Hyperliquid Strategies and launch a capital strategy, holding 12.6 million HYPE and $300 million in cash, allowing Hyperliquid Strategies to increase its HYPE token holdings and create a top-tier HYPE strategic reserve.
(2) The cryptocurrency trading platform Gemini adds a batch of tokenized stocks of US well-known companies for EU investors, including Nike, McDonald's, Starbucks, Coca-Cola, and Yum Brands. These tokenized stocks are issued via the Arbitrum blockchain and are pegged 1:1 with real stocks, allowing investors to trade in fragments and make transactions around the clock without needing a US brokerage account.
3. Industry hotspots.
1. Linea airdrop situation.
Details of token economics and governance will be announced at the end of July.
Airdrop checks will go live a few days before TGE.
The TGE date is not set; it may be in negotiations with exchanges, to be announced after negotiations are complete.
Token: $LINEA.
https://x.com/DeclanFox14/status/1944756859019104546
[My personal guess is that they are waiting for the (CLARITY Act) bill to pass.]
2. BN collaborates with Four.Meme to launch an exclusive token generation event (TGE) based on a joint curve on the Binance wallet.
(1) Participant qualifications: Need to have a sufficient number of Alpha points.
(2) Token distribution: Based on a first-come, first-served principle, the price is dynamically adjusted according to a joint curve.
(3) Order restrictions: Orders placed during the limit-up phase (when the limit is reached) cannot be canceled, and the BNB used for these orders will remain locked, only to be refunded after the event ends.
(4) Several stages of participation.
Phase 1: Purchase using joint curve pricing, with purchase limits.
Phase 2: Manage sold-out and continuous purchases, reach the maximum limit, and still be able to place buy orders, which may be executed when other users sell tokens.
Phase 3: Users can apply for a refund after the event ends, returning unused BNB.
Phase 4: Tokens will be transferable and go live. After the event ends, tokens will be transferable. They will then go live on the Binance Alpha platform.
https://x.com/binance/status/1944773891257147892
4. Alpha.
1. The pump drama has ended; those who entered the pump on-chain made a profit of over 40%.
Hedging short positions; those who didn't get in lost badly.
2. $WCT airdropped to Sol ecosystem @phantom @Backpack @solflare @solanamobile and @jup_dao community.
Website: https://solana.walletconnect.network
3. Farcaster pro users can receive a $noice airdrop for free.
Participation method:
(1) Follow on farcaster: https://farcaster.xyz/karsaorlongdong;
(2) Retweet one of his casts: I retweeted the article below;
(3) Directly click start, and then operate according to the process, as shown in the second picture.
(4) Until you see 'completed', indicating the task is finished, just wait for the tokens to arrive in your wallet.
