#加密市场回调 #美SEC启动ProjectCrypto计划 #白宫数字资产报告 #以太坊十周年 #美国加征关税
⏰ Headline News:
1. Mainstream cryptocurrencies and stocks plunge under the impact of Trump's new tariffs; BTC down 3% to $115,100.
2. The U.S. Securities and Exchange Commission (SEC) launches a milestone 'Project Crypto' aimed at bringing all markets on-chain.
3. Coinbase's second quarter earnings report misses expectations, announcing the launch of prediction markets and tokenized stocks.
4. Saylor (MicroStrategy) announces a second quarter profit of $10 billion, new issuance of $4.2 billion in STRC products, and releases new mNAV rules.
5. Memeland launches a new meme platform Moon It, with popular meme coin JUGS reaching a market cap of $10 million.
🌎 Cryptocurrency Macro and Meme
1. Mainstream cryptocurrencies generally decline due to news of Trump's new tariffs.
$BTC down 3% at $115,100.
$ETH down 5% at $3,630.
$XRP down 6% at $2.95.
$SOL down 7% at $168.
2. $PUMP (+28%), $S (+20%) and $ENA (+20%) lead the way.
3. Coinbase (COIN) stock falls 9% due to second quarter earnings report missing expectations.
4. Coinbase announces the introduction of tokenized stocks and prediction markets.
5. Tether reports a second quarter profit of $4.9 billion and holds $127 billion in U.S. Treasury bonds.
6. Ethereum celebrates its 10th anniversary, sharing plans for the next 10 years, including achieving 10k TPS and quantum resistance.
7. Fold launches Bitcoin prepaid gift cards at over 400,000 retail locations in the U.S.
8. Visa announces increased support for stablecoin $USDG and PayPal's $PYUSD.
9. A U.S. appeals court overturns a previous ruling regarding Nate Chastain's tenure at OpenSea.
🏢 Corporate Holdings
1. Saylor (MicroStrategy) announces a second quarter profit of $10 billion, new issuance of $4.2 billion in STRC products, and releases new mNAV restrictions to guide when the company will sell stock through MSTR ATM (at-the-market offering).
2. The Ether Machine purchases an additional 15,000 ETH, now holding a total of 334,757 ETH (worth $1.2 billion), making it one of the top three holders.
3. Mill City purchases 76 million $SUI, launching its $450 million fund.
Meme Coin Dynamics
1. Leading meme coins generally decline; $DOGE down 7%, $Shiba down 7%, $PEPE down 9%, $BONK down 11%, $PENGU down 11%, $TRUMP down 6%, and $SPX down 16%, along with $FARTCOIN down 7%.
2. JUGS from the new platform Moon It performs well, reaching a market cap of $10 million (currently $5 million) with $12 million in trading volume.
💰 Tokens, airdrops and protocol tracking
1. Memeland launches its new meme launch platform Moon It, featuring 50-100 new memes daily.
2. Stable raises $28 million in seed funding to build its L1 network focused on stablecoins.
3. Meteora launches its first season point tracker.
4. Proof of Play announces the launch of its latest game (Infinite Tides) on Abstract, now available on desktop and mobile.
🤖 AI x Crypto
1. AI x Crypto sector total market cap decreases 9% to $10.1 billion, with leading projects generally declining.
FARTCOIN (-7%), VIRTUAL (-11%), ai16z (-10%), FAI (-5%) & ALCH (-1%).
2. PIPPIN (+2%), SPLAT (+2%) and Project89 (+2%) lead the way.
🚚 NFT Market Dynamics
1. Leading Ethereum NFT projects generally decline; Punks floor price remains at 53.9 ETH, Pudgy down 5% at 14.9 ETH, BAYC down 2% at 12.4 ETH.
2. Chromie Squiggles (+9% to 6 ETH) performs well.
3. Bitcoin NFTs generally decline, with Nodemonkes (+5%) rising against the trend.
4. Abstract's on-chain NFT market sees mixed performance, led again by Bearish and Fugz.