Lead:
1. Chuanzi said the new tariffs will 'most likely' take effect from August 1. Chuanzi has quietly extended the tariff deadline from July 9 to August 1.
2. Musk establishes a third political party, and the leading tokens corresponding to them were born on the Bonk platform
3. Vitalik continues to call: Institutions value Ethereum for its reliability; Ethereum has never been interrupted for a second in ten years
4. The pattern of the SOL launch platform has changed dramatically, PumpFun market share has fallen below 50% for the first time
(This point is the most interesting; let's see how PumpFun will counterattack)
5. DegenAI explosion: The reason is that the @SpartanVersus bot automatically trades memes to help you make money
I. Macroeconomic Market
1. Tariffs
Chuanzi said that the U.S. government will start sending letters to trade partners from that day, setting new unilateral tariff rates.
Chuanzi said the new tariffs will 'most likely' take effect from August 1.
[Chuanzi quietly extended the tariff deadline from July 9 to August 1]
2. Musk establishes a third political party
(1) Related voting
(2) Indicates the establishment of the America Party
Related analysis: https://x.com/Trader_S18/status/1941535825424155114
(3) Additionally, the leading tokens corresponding to the tokens were born on the Bonk platform
(4) Musk responded on the X platform about why he 'went from love to hate' concerning Trump, saying, '(U.S. fiscal) deficit will increase from the already crazy $2 trillion during Biden's administration to $2.5 trillion. This will lead to national bankruptcy.
II. Market Review
1. Market data: Regular liquidity decreased significantly over the weekend
2. Stablecoin data inflow of $61 million
3. Institutional dynamics
(1) Grayscale view: 'We believe that as U.S. policies shift toward a crypto-friendly direction, Ethereum may benefit from this.
New legislation such as the (GENIUS Act) is expected to clarify stablecoin regulatory rules, promote investment, and accelerate the adoption of smart contracts. With strong development activity and scalability plans, Ethereum is well-positioned to seize this opportunity.'
(2) Vitalik continues to call: Institutions value Ethereum for its reliability; Ethereum has never been interrupted for a second in ten years
III. Industry hotspots
1. The pattern of the SOL launch platform has changed dramatically
(1) PumpFun market share has fallen below 50% for the first time
(2) Bonk's American party-related tokens are in the lead; KOL view: When the typical pump news hotspot like America appears in Bonk, it indicates that the pump has been flipped
IV. Alpha
(I) DegenAI explosion
The reason is that the @SpartanVersus bot automatically trades memes to help you make money
1. How to use
(1) Search directly in TG for @spartan_staging, click /start to enter the conversation
(2) Tell it you want to register, it will ask you to provide a registration email and send a verification code to your email, enter the verification code to verify;
(3) Let it create a wallet and choose an LLM trading strategy;
(4) After the wallet is successfully created, it will send you the wallet private key and address, copy the wallet private key and address and save them;
(5) Import the copied private key into Phantom or OK wallet;
(6) Finally, deposit 1 SOL into this wallet address and wait for AI trading to make money;
PS: The product is still in testing, and it is not recommended to deposit too much SOL to avoid losses!
Full analysis: https://x.com/hysen02772378/status/1941343194777780422
2. Other analysis
What will happen next?
1. The V2 version of Eliza OS should be online soon;
2. A while ago, the official Twitter accounts of AI16z and the Black community were banned, and it's said they will be unbanned soon;
3. Currently, there is almost no official external voice; they have been quietly developing; Shaw used to frequently appear live coding;
Full analysis: https://x.com/0xfaheng/status/1941445627747107011
(II) Others
1. Linea may really be coming
2. SOLMeme status and purchasing ideas
Supplement: Still buy the leader; the leader LP fartcoin-SOL I organized is very stable, daily rate 0.3%+ with the token still rising.
BSCMeme status
https://x.com/connectfarm1/status/1941460425327116516