🗓️2025/7/16

1⃣ Mainstream Coin Trends
$BTC
Entering a sideways phase, slowly adjusting downwards, large transfers are decreasing, and activity is low; it may be that the younger brother is stealing the older brother's limelight.

$ETH
Large holders like SharpLink Gaming are continuously increasing their holdings, with real inflows on-chain, and some directly staking, pushing ETH above $3100.

$SOL
The body is still experiencing weak oscillations, mainly following the broader market, lacking unilateral drivers, but funds are slowly returning from the bottom; short-term may revolve around low-level speculation, lacking the strong certainty seen with ETH.

2⃣ Crypto News
http://pump.fun is suspected to have initiated the first round of PUMP buyback, with a buyback value of approximately $2.1 million.
The emotional aspect has a short-term stimulating effect, but once the buyback stops, volatility increases; it's suitable for light positions and short plays, not recommended for prolonged battles.

The House's procedural vote on cryptocurrency-related measures did not pass.
In the short term, this is a suppression on the market, but it's also a process of dulling negative impacts; not passing does not equate to long-term negativity, subsequent attention should focus on Trump's directional statements.

Trump's eldest son: Cryptocurrencies will grow into an industry worth at least several trillion dollars.
This wave of Trump's voice can stabilize market confidence, but to truly implement policies, it still depends on the election results; during this period, market sentiment will be repeatedly swayed by such statements.

Federal Reserve Collins: Core inflation is expected to remain around 3% by the end of the year.
High interest rates indeed limit the upward space of the market, but they are also the main reason for the bottoming process; for the market to take off, a clearer interest rate cut inflection point is needed.

Bank of England Governor Bailey questions the role of stablecoins and CBDCs.
The impact on DeFi and the crypto ecosystem is limited, as the main active market is still dominated by the dollar and can be ignored in the short term.

Cantor Fitzgerald is close to reaching a $4 billion SPAC deal with Bitcoin pioneer Adam Back.
Such large transactions indicate that traditional funds have not given up on the crypto market, which is somewhat positive for BTC's mid-term outlook, although it may not directly reflect in the short term.

Trump: Small countries may face a general tariff exceeding 10%
Short-term risk appetite will be affected, but mid-term support may exist for safe-haven assets like BTC and gold, indicating complex signals.

Tornado Cash co-founder Roman Storm is in court, with prosecutors alleging he assisted North Korean hackers in money laundering.
Certainly a negative for Tornado and related anonymous coins, but the impact on mainstream BTC/ETH is relatively limited, unless it escalates into large-scale sanctions.

A new proposal for Bitcoin aims to freeze BTC that is vulnerable to quantum attacks, such as those linked to Satoshi Nakamoto.
Short-term emotional fluctuations are likely, but practical implementation is very low; it's advisable to wait and see; this isn't a key influencing factor.

JPMorgan and Citigroup are considering issuing stablecoins, accelerating traditional finance's layout in crypto payments.
This is a very long-term bullish signal; the real release of valuation may depend on higher frequency payment data coming to fruition, belonging to an early positioning phase.

Snail Games explores the development of a USD stablecoin, with stock prices rising over 20%.
This is somewhat positive for crypto stocks, but has limited impact on on-chain coin prices; it's more about funds seeking themes for short-term speculation.

Trump calls Bessenet very excellent, but suggests he is not the best candidate for Federal Reserve Chairman.
Such statements have limited short-term market disturbance, but if Trump does replace the Federal Reserve Chair, it will have a significant impact on market expectations, requiring ongoing attention.

Trump: I have met with 11 congressmen, and everyone agrees to pass the (GENIUS Act) the next morning.
This is the biggest emotional boost, but there is still distance to implementation; it's a high expectation speculation, suitable for short-term emotional waves; be cautious about chasing highs.

3⃣ Market Outlook
The overall market is experiencing weak oscillations, with BTC trending downwards, while ETH is more stable due to continuous capital inflows, performing better than the broader market. Short-term remains characterized by localized active rotation and overall market consolidation, with no clear trend signals yet.

#BTC #ETH #SOL #日报 #行情展望