6.5 Market Analysis

Two significant events have occurred in the past few days, which have far-reaching effects on the cryptocurrency industry.

(1) Poland elected a president who supports cryptocurrency, Karol Nawrocki.

This president openly supports the crypto industry, expressing the desire for Poland to become a "hub of innovation for cryptocurrencies rather than a place of regulation."

(2) Lee Jae-myung was elected as the President of South Korea.

We have analyzed this multiple times; after Lee Jae-myung is elected president, he will do three things:

1. Promote the legalization of spot ETFs for virtual assets;

2. Guide the massive national pension fund of South Korea (approximately $884 billion) to partially allocate to crypto assets 💰;

3. Establish a stablecoin system pegged to the Korean won,

using this as a strategic tool to prevent capital outflow and strengthen the financial sovereignty of the local currency.

The benefits of these two events will take time to manifest,

and the short-term impact is minimal.

Especially under poor macroeconomic conditions, several senior officials from the Federal Reserve issued rare warnings yesterday:

⚠️ Signs of worsening inflation may soon appear! No plans to cut interest rates.

⚠️ It looks like the anticipated interest rate cuts will not happen this year, and we will have to look to 2026.

This week, pay attention to two things:

(1) Trump has pressured countries to reveal their best offers. It is expected that this week, Trump will also make strong remarks to stir things up.

(2) Non-farm payroll data will be released tomorrow at 8:30 PM, showing the inflation situation.