#特朗普加密新政
1. U.S. Policy Easing Boosts Market Vitality
The latest executive order from the Trump administration allows the inclusion of crypto assets in 401(k) retirement accounts, opening the door for ordinary investors to participate in the crypto market. However, experts warn that this move may bring risks related to fees, liquidity, and transparency.
Meanwhile, collaboration between traditional financial institutions and crypto companies is intensifying—the boundaries between centralized and decentralized finance are becoming blurred.
2. IPO Frenzy Reflects Institutional Sentiment Returning
The market has entered what is referred to as 'Crypto Summer,' with several crypto companies, including Bullish (owned by CoinDesk), accelerating their IPO listings, backed by institutions such as BlackRock and ARK Invest. This also reflects that market sentiment and capital confidence are warming up.
3. Strong Enthusiasm for Corporate Bitcoin Purchases
To boost stock prices and attract investors, many struggling companies are choosing to buy Bitcoin as a reserve asset. Statistics show that by 2025, 154 listed companies have raised nearly $100 billion through bond or stock issuance to purchase crypto assets. However, analysts warn that this 'borrowing money to buy coins' approach is extremely risky.
• Market Capitalization and Bitcoin's Dominance Show Divergence
The total market capitalization of the global crypto market has risen to approximately $4.05 trillion, increasing by about 1.1% within 24 hours; meanwhile, the market is still dominated by Bitcoin, accounting for nearly 58-59%, indicating that mainstream coins still have a significant impact on the market.
• Altcoin Rotation Trend Emerges
As Bitcoin's dominance decreases to about 59%, the market has entered the early stage of 'altcoin season,' with investor funds enthusiastically flowing into Ethereum and other smaller market cap coins, showing a clear style switch in the short term.
• Strong Market Performance in July, Future Regulatory Progress Still Needs Attention
According to a report by Binance Research, the crypto market capitalization rose by 13.3% in July, mainly driven by Bitcoin hitting new highs and the trend of tokenizing stocks. Meanwhile, U.S. stablecoins and related regulations are also steadily progressing.
The current crypto market is in a phase where policy easing, institutional entry, and warming atmosphere are intertwined. The traditional finance sector's accelerated embrace of crypto indicates that the industry is entering another transformation window.