The US economy outperforms expectations, with Q2 GDP revised upward and strong employment data, easing market recession anxiety. Minor adjustments to interest rate expectations do not hinder stock market performance, with the S&P 500 breaking through the new high of 6500 points.
Multiple positive factors in the crypto market:
1️⃣ The US Department of Commerce synchronizes GDP data to 9 major public chains (BTC/ETH/SOL/TRX/XLM/AVAX/ARB/POLYGON/OP) and officially announces collaboration with oracle $LINK and $PYTH, with the latter doubling in daily increase;
2️⃣ CFTC releases compliance framework for overseas trading platforms, the potential of platform tokens awaits release;
3️⃣ Institutions continue to increase their holdings of ETH, with staking withdrawals and additions nearing balance, strengthening cost support;
4️⃣ Compliance and RWA narrative boost ETH's long-term value;
5️⃣ Altcoin leader SOL leads the rise, with WLFI (compliance license advantage) and XPL (top capital endorsement) performing outstandingly.
Primary market focus:
✅ Focus on high-quality projects on platforms like Binance Wallet, Buidlpad, Kaito (e.g., Creditlink raised $80 million, Tether issued stablecoins based on RGB);
❌ Beware of IDO risks on small platforms (e.g., recent project failures on Coinlist).
Operational strategy recommendation: hold spot + select participation in the primary market, grasp the positive policy cycle, and avoid chasing high volatile assets.
$LINK $RAY $PYTH #资金涌入推动SOL上涨 #美国宏观经济数据上链 #比特币巨鲸换仓以太坊 #美联储降息预期
