Introduction:
1. Chuanzi has once again achieved a historic accomplishment - today officially signed the (GENIUS Act), establishing a legal framework for stablecoins.
2. BTC market cap ratio continues to decline to 61.88%, reaching a new low since May 14, 25 years ago.
3. Stablecoin inflow is 530 million, USDT inflow is 560 million, USDC outflow is 30 million, total stablecoin amount is 2279.7 billion
4. LD continues to promote UNI ETH leading project tokens, DeFi policy is favorable, if the fee switch proposal passes, the token economic model will undergo a huge upgrade
5. The tradability of WLFI tokens has been approved by the community. We expect to fully launch in 6 to 8 weeks.
[Key consideration: Is there a reverse airdrop opportunity, USD1 airdrop WLFI?]
6. It is rumored that Elon may acquire Vine, related meme.
6AJcP7wuLwmRYLBNbi825wgguaPsWzPBEHcHndpRpump
7. Next, special attention needs to be paid to opportunities with Backpack and Lighter
1. Macro Market
(1) Traditional Market
1. US Stocks: Nasdaq rose 0.05%, S&P fell 0.01%, Dow fell 0.32%, bill passage is favorable, Circle fell 4.81%
2. US Bonds: 10-year US bonds fell 0.79% to 4.42%, the dollar index consolidated at 98.42.
3. Gold: Continuing to oscillate at a high level, 3349.
(2) Policy Trends
1. 'Crypto Tsar' David Sacks posted that President Trump has once again achieved a historic accomplishment - today officially signed the (GENIUS Act), establishing a legal framework for stablecoins. This act will promote the development of the US crypto industry in the following ways:
· Establish clear regulatory rules, changing the past four years of 'regulating through litigation'
· Innovate traditional payment systems based on blockchain technology
· Consolidate the dollar's dominance through globally available digital dollars
2. Chuanzi is expected to announce policy guidelines regarding artificial intelligence, which will call for regulatory relaxation, expand energy sources for data centers, and urge Congress to consider passing federal legislation to proactively supervise this emerging technology.
2. Market Review
1. Market Data: BTC market cap ratio continues to decline to 61.88%, reaching a new low since May 14, 25 years ago.
2. Stablecoin data inflow is 530 million, USDT inflow is 560 million, USDC outflow is 30 million, total stablecoin amount is 2279.7 billion
3. ETF data: On the 17th, BTC ETF outflow was 520 million, ETH ETF inflow was 600 million.
4. Institutional Dynamics
(1) MEI Pharma LTC Micro Strategy
Funded by the founder of LTC, market maker GSR as the lead investor and advisor, Wan Hui's Primitive also participated in this wave of 100 million dollars in stock issuance and discounted investment.
(2)
LD Capital founder JackYi posted on social media promoting UNI, stating: With BTC continuously reaching new highs and ETH striving for new highs, UNI is still three times away from its new high. After the ETH trend is established, UNI is praised as a 3x Ethereum leverage with huge certainty and potential space. Firstly, UNI is the leading project token of ETH and the largest DEX. Secondly, due to favorable DeFi policies, if the fee switch proposal passes, the token economic model will undergo a huge upgrade. Finally, the consensus and trend of UNI in mainstream coins are very good. UNI is the third major investment variety for Trend Research, which previously released a special research report when UNI was at 6 dollars.
[If there is a continued pullback over the weekend, then OP and UNI may both be good choices]
3. Industry Hotspots
1. WLFI announced that 'The tradability of WLFI tokens has been approved by the community. We expect to fully launch in 6 to 8 weeks - strategic alignment (alliance, grand stage, smart unlock) takes time to unleash full potential.'
[At the same time, I am thinking about whether there will be a reverse airdrop, holding USD1 for airdrop]
2. Hot Events
(1) Elon continues to promote ANI
(2) It is rumored that Elon may acquire Vine
Related meme: 6AJcP7wuLwmRYLBNbi825wgguaPsWzPBEHcHndpRpump
3. Backpack opens the channel for selling FTX debt rights
4. $DFDVx is now live on @Gate_io for spot and contract trading.
5. Bonkfun has comprehensively surpassed Pump in trading volume, launch quantity, and successful token launches.
Pump market cap falls to 4 billion FDV
4. Alpha
1. Next, special attention needs to be paid to opportunities with Backpack and Lighter.
For details see https://x.com/0x0xFeng/status/1946152036707529120
2. Meme liquidity trends
3. Next, the altcoin script
https://x.com/DtDt666/status/1946215833145082018
4. Binance regains the effect of listing new coins, pay attention to the new spot coins listed on Binance
5.
