Reincarnation Community News on May 23

1. 【Trump Strengthens Crypto Dominance】 (Importance: 35%)

Content: Trump once again emphasized that “the United States occupies a global dominant position in the field of cryptocurrency,” suggesting that his administration will continue to promote the Bitcoin strategic reserve plan and attract institutional funds through policy preferences.

Analysis: Political endorsement consolidates market confidence, but we need to be wary of the negative impact of the recent 62% drop of the family-associated token TRUMP. The Texas Bitcoin Reserve bill has been forwarded to the governor's office for signing, and if implemented, it may trigger a $1 billion-level institutional fund follow-up allocation.

2. 【Democrats Propose Anti-Corruption Bill for Crypto】 (Importance: 25%)

Content: Democratic leader Congresswoman Maxine Waters proposed the “2025 Anti-Corruption in Cryptocurrency Act,” which aims to prohibit senior government officials from holding digital assets large enough to “manipulate the market,” targeting the Trump family-associated token operations.

Analysis: The bill may suppress market sentiment in the short term, but the probability of passing is less than 30% (Republicans control the Senate). The crypto industry lobbying organization Blockchain Association has initiated a counterattack, and the two-party struggle is expected to intensify market volatility.

3. 【CFTC Releases Positive News for Derivatives】 (Importance: 15%)

Content: CFTC Commissioner Summer Mersinger confirmed that cryptocurrency perpetual futures can be traded compliantly in the U.S., paving the way for products like CME Bitcoin futures options.

Analysis: Policy easing may stimulate a 30% growth in derivatives trading volume, but attention is needed on the CME's open interest, which has reached a historical peak of $78 billion, with $1.5 billion short liquidation risk accumulating above $112,000.

4. 【Multinational Companies Accelerate BTC Allocation】 (Importance: 15%)

Content: Singapore's Basel Medical Group announced the purchase of 10,000 BTC (about $1 billion) through a stock issuance, becoming the first publicly listed company in the Asia-Pacific region to go all-in on Bitcoin; Sweden's H100 Group purchased 4.39 BTC, setting a precedent for Nordic corporate allocation.

Analysis: The trend of “BTC-ifying” corporate balance sheets is accelerating, but Basel Medical's stock price plunged 8.7% in after-hours trading, reflecting traditional investors' concerns over aggressive strategies.

5. 【Liquidity Injection and Interest Rate Cut Expectations】 (Importance: 10%)

Content: Circle issued an additional 250 million USDC on the Solana chain, setting a record for the largest single-day issuance in 2025; Federal Reserve Governor Waller stated that “if tariffs are reduced, it will promote interest rate cuts in the second half of the year.”