Introduction:
1. Trump signs the Beautiful Act; Musk initiates a vote on whether a U.S. party should be created?
2. Crypto czar David Sacks stated that the week of July 14 is House Cryptocurrency Week: (GENIUS Act) is about to be delivered to the president.
3. The dormant Bitcoin whale activates over 80,000 Bitcoins after 14 years [recalling the fear dominated by Mentougou].
4. WLFI officially announces that the proposal to make WLFI tokens transferable is now live.
(Over-the-counter trading observation: Currently, there aren't many people purchasing over-the-counter, the current price is 0.13-0.14.)
5. Ondo enters the U.S. stock tokenization market, Gemini launches a new batch of tokenized stocks for EU investors.
6. Trading volume for U.S. stocks on Sol has significantly dropped to $1.697 million; currently, tokenization of U.S. stocks seems more talk than action.
1. Macroeconomic Market
1. The Beautiful Act
U.S. President Trump signed the 'Beautiful Act' into law on July 4, making it effective. The U.S. House of Representatives passed the 'Beautiful Act,' pushed by President Trump, with a vote of 218 in favor and 214 against on the afternoon of the 3rd.
On July 4, Musk initiated a vote on X, 'Independence Day is the best time to ask if you want to eliminate the two-party system (some might say a one-party system)! Should we create a U.S. party?'
2. White House cryptocurrency and AI director, 'crypto czar' David Sacks stated that the week of July 14 is House Cryptocurrency Week: (GENIUS Act) is about to be delivered to the president. Meanwhile, (CLARITY Act) (U.S. Digital Asset Market Clarity Act) is also about to be delivered to the Senate.
3. Regarding Tariffs
U.S. President Trump: Plans to impose tariffs ranging from 60% to 70%, and from 10% to 20% on different countries. Countries will begin paying these tariffs starting August 1. Notices regarding the tariffs will be sent out this Friday. It is expected that 10 to 12 countries will receive relevant notifications on Friday.
2. Market Review
1. Market Data:
2. Stablecoin data inflow is 299 million.
3. Institutional Dynamics
Mike Alfred, founder of Alpine Fox LP, stated, 'A super whale buyer contacted me in the past hour, and we have reached an agreement for a negotiated deal involving over 8,000 Bitcoins.'
3. Industry Hotspots
1. Exchange Movements
@Backpack full compensation for losses caused by downtime.
2. Hot Events
The Chinese community is broadly discussing the address of 'the dormant Bitcoin whale that activated over 80,000 Bitcoins after 14 years', which is related to 'Baked Cat Resurrection'. Crypto analyst AI Aunt ai_9684xtpa commented, 'It shouldn't be Baked Cat; it seems he only started mining machines in 2012.' The whale has been collecting Bitcoins in the address since 2011.
Previously, on November 12, 2024, the dormant Baked Cat address 1BnkE...yxFey transferred 206.34 BTC, worth 18.12 million USD, to address 15286...bjYma just 10 minutes ago; currently, the Bitcoin in that address has been completely emptied.
Analysis: Remembering how previously, whenever they wanted to make everyone panic, they would say Mentougou was going to compensate.
4. Alpha
1. WLFI may soon have TGE [which will severely suck blood from copycats].
WLFI officially announces that the proposal to make WLFI tokens transferable is now live, 'Today marks the 4th of July, and we are making history.' This proposal will seek community feedback and officially initiate trading capabilities for the tokens. If the proposal is approved, it will be executed to achieve transferability, and community governance will begin, along with a second vote on the remaining unlocks.
WLFI indicates that part of the WLFI supply has been sold to early supporters, some of these tokens will be eligible to unlock after the trading launches, and the remaining tokens will be subject to a second community vote to determine the unlock and release schedule. The tokens for the founders, team, and advisors will initially not unlock and will follow a longer unlocking schedule than that of early supporters, with the timing and eligibility requirements for unlocking to be determined later.
2. Linea is about to issue tokens.
3. The stock platform invested by Binance Labs is about to launch.
[Thinking, will these platforms issue tokens? If they do, how to take advantage?]
4. Ondo enters the U.S. stock market.
Ondo Finance announced plans to acquire Oasis Pro and its subsidiary SEC-registered broker-dealer, alternative trading system (ATS), and transfer agent. After the acquisition is completed, Ondo can launch tokenized securities trading globally under regulatory support, especially planning to launch tokenized stocks to non-U.S. investors first through the 'Global Markets' platform.
5. Crypto trading platform Gemini launches a new batch of tokenized stocks for EU investors, taking an important step towards integrating traditional finance (TradFi) with decentralized finance (DeFi). The tokenized stocks launched include Tesla, Nvidia, Costco, Palantir, Boeing, Lockheed Martin, S&P 500 ETF, Coinbase (COIN), Circle (CRCL), Apple, Amazon, and others.
Previously, Gemini launched tokenized MicroStrategy (MSTR) stock for the first time on June 27, 2025.
6. Trading volume for U.S. stocks on Sol has significantly dropped to $1.697 million, currently at a stage of more noise than action.
