Always great to read the weekly Market Commentary from @BinanceResearch team!

👉AI-powered earnings continue to supercharge markets, sending the S&P 500 soaring to a record 6,409 and pushing crypto’s total market cap to an all-time high of $3.95 trillion. Ethereum led the charge, outpacing Bitcoin as investor appetite shifted toward next-gen smart contract platforms.

👉In a surprise pivot, the White House’s latest crypto policy report rejected a U.S. CBDC and floated the idea of holding Bitcoin as a strategic reserve asset—a move that echoes the innovation-first stance seen in the early days of FAANG dominance. The regulatory tone is shifting, and this time, it's pro-growth.

👉While a hawkish Fed, a 2.7% spike in the dollar (DXY), and global trade tensions could stir short-term volatility, seasoned investors know August and September’s historical weakness often sets the stage for explosive Q4 rallies. All eyes now turn to the upcoming nonfarm payrolls report, which could unlock the next leg up.

🔥Read more:

https://www.binance.com/en/research/analysis/weekly-market-commentary-2025-08-01

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