📅 July 18, 2025 | Friday
🌍 Global Crypto Market Dynamics · In-depth Analysis · Accurate Positioning

#ETH突破3600 #BTC再创新高 #美国众议院通过三项加密货币法案 #特朗普施压鲍威尔 #山寨季何时到来？

🔥 【Headline Express】 Major breakthrough in US crypto regulation

1️⃣ Three crypto bills sweep the House, Trump administration bets heavily

  • 📜 CLARITY Bill (clarifies securities/commodity classification, reduces regulatory ambiguity)

  • 💵 GENIUS Bill (stablecoin regulatory framework, Trump to sign on Friday)

  • 🚫 Anti-CBDC Surveillance Bill(Prohibits the Federal Reserve from issuing retail central bank digital currency)
    📌 Latest Developments: The first two bills will be sent to the Senate for review, expected to face more intense negotiations.

2️⃣ Trump administration doubles down on favorable crypto policies

  • ☕ "Coffee Tax Exemption" policy: White House supports tax exemption for small crypto transactions (buying a cup of coffee doesn't require tax calculations!)

  • 💼 401(k) Retirement Plan Revolution: Proposed to allow "alternative assets" like BTC/ETH/gold into the $87 trillion retirement market!
    (Michigan has held $6.6 million in BTC ETF, Wisconsin has invested $163 million)

📊 【Market Dynamics】 Nasdaq, NVIDIA reach new highs, Coinbase launches "Crypto WeChat"

📈 US stocks celebrate, crypto-related assets rise collectively

  • S&P 500 +0.54% | Nasdaq +0.75% → Historical New High

  • NVIDIA (NVDA) 🚀 Up nearly 1%, market cap surpasses $4.2 trillion (AI computing power demand continues to surge)

  • Coinbase (COIN) +3.15%, announces launch of Base App (wallet + social + payment, aims to become the WeChat of crypto)

  • Bit Origin raises $500 million, establishes "DOGE Treasury", aiming to become one of the largest holding institutions globally

  • BTC Digital liquidates BTC to invest in ETH, claiming "Ethereum is the future of DeFi and RWA"

💎 【Project Spotlight】 AI + Web3 becomes a new trend, airdrop opportunities arise

🦊 Sonic launches AI development platform Spark

  • No programming required, build DApps using natural language (supported by Google Gemini model)

  • Early access has been opened, expected to attract a large number of developers

🎁 Airdrop & Token Economy Update

  • Yala Tokenomics announced: 1 billion total supply, 3.4% airdrop (fully unlocked at TGE)

  • Binance Alpha warns: Strict checks on airdrop cheating, violators permanently banned

🤔 【In-depth Analysis】 Policy + Market Trend Analysis

1️⃣ Trump's crypto strategy: An election tool?

  • From 401(k) to tax-free trading, policies precisely attract young voters and tech capital

  • Signing ceremony for the GENIUS Bill may become a key node in Trump's "Crypto President" image

2️⃣ Institutional Capital Flows: BTC vs ETH vs DOGE

  • BTC: ETF continues to attract capital, but some institutions are shifting to ETH

  • ETH: Benefiting from DeFi and RWA narratives, publicly traded company BTCT fully shifting

  • DOGE: Driven by expectations of Musk's X Payments, Bit Origin makes a big bet

3️⃣ AI + Crypto dual track explosion

  • NVIDIA's Market Cap = 2 Bitcoin Market Caps? Computing Power Demand Fuels AI and Crypto Fusion

  • AI-driven projects like Sonic may become the next growth engine

🌟 【Today's Focus】 Key Events and Data

  • GENIUS Bill signing ceremony (Trump may promote it prominently)

  • US June retail sales data (affecting interest rate hike expectations)

  • Base App early user experience feedback (Can it become a super app for crypto?)

🎯 【Operational Advice】 Short-term vs Long-term Positioning

✅ Short-term Opportunities:

  • GENIUS Bill passage expected → Focus on stablecoin sector (USDC, DAI, etc.)

  • DOGE Treasury Plan → Short-term speculation may heat up

✅ Long-term Positioning:

  • 401(k) Crypto Access → Increase in BTC/ETH Institutional Holdings

  • AI + Web3 Projects (like Sonic Spark)

💬 【Community Hot Topic】 Today's Discussion

❓ "Can ETH outperform BTC this year?"
👉 Supporting ETH: DeFi + RWA + Layer 2 ecosystem explosion
👉 Supporting BTC: ETF capital inflow + post-halving cycle

📢 Welcome to share your thoughts!

✍️ DYOR, manage risks well, may everyone sail smoothly in the crypto world! 🌊

🔁 Feel free to like and share with your crypto friends, don't forget to follow me for more insights on the latest crypto developments!

💬 If you have any projects to discuss, feel free to join us! Let's explore the crypto world together! 😎