加密红豆加冰
METIS Holder
2.4 Years
公众号：加密领袖投研。财经媒体，投研机构。
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August 7th
1. Market Trends
Today, the market performed actively, with various asset classes showing an upward trend. The price of Bitcoin ($BTC ) steadily rose, while many altcoins also generally followed suit, resulting in an overall increase in market enthusiasm. In the stock market, U.S. stocks continued their upward trend, while the A-share market strongly initiated a bull market, bringing positive signals to investors.
2. Market Highlights
New Coin Prove Performance: The new coin $PROVE experienced a spike in its price, successfully listing on the well-known South Korean exchange Upbit, attracting widespread market attention, and its subsequent trend is worth continuous observation.
Small Coin Memefi Dynamics: Small coin Memefi performed astonishingly, with its price surging several times in a short period. However, Binance (BN) delisted the contract trading of this coin. Meanwhile, the flow of speculative funds shifted from Myx to Memefi, which has had a certain impact on the market landscape.
PUMP Sector Situation: The PUMP sector rebounded from the bottom, with the leading coin TROLL continuously rising for three months, successfully igniting FOMO (Fear of Missing Out) in the market. Driven by this, PUMP also rose for a week, with its market cap recovering to $3.4 billion, becoming one of the market focal points.
Orca Governance Proposal: The Orca council released a governance proposal, planning to use up to 55,000 SOL for buyback operations. Although the $ORCA coin performed strongly, it did not experience a significant rise due to this positive news, with the market reacting relatively rationally to this proposal.
1. Market Trends
Today, the market performed actively, with various asset classes showing an upward trend. The price of Bitcoin ($BTC ) steadily rose, while many altcoins also generally followed suit, resulting in an overall increase in market enthusiasm. In the stock market, U.S. stocks continued their upward trend, while the A-share market strongly initiated a bull market, bringing positive signals to investors.
2. Market Highlights
New Coin Prove Performance: The new coin $PROVE experienced a spike in its price, successfully listing on the well-known South Korean exchange Upbit, attracting widespread market attention, and its subsequent trend is worth continuous observation.
Small Coin Memefi Dynamics: Small coin Memefi performed astonishingly, with its price surging several times in a short period. However, Binance (BN) delisted the contract trading of this coin. Meanwhile, the flow of speculative funds shifted from Myx to Memefi, which has had a certain impact on the market landscape.
PUMP Sector Situation: The PUMP sector rebounded from the bottom, with the leading coin TROLL continuously rising for three months, successfully igniting FOMO (Fear of Missing Out) in the market. Driven by this, PUMP also rose for a week, with its market cap recovering to $3.4 billion, becoming one of the market focal points.
Orca Governance Proposal: The Orca council released a governance proposal, planning to use up to 55,000 SOL for buyback operations. Although the $ORCA coin performed strongly, it did not experience a significant rise due to this positive news, with the market reacting relatively rationally to this proposal.
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A New Era of Global Finance: The Stablecoin and RWA Seminar Concludes, Future Trends Begin to Emerge
At a critical juncture of profound changes in the global financial market, a closed-door seminar focusing on the new trends of stablecoins and real-world assets (RWA) successfully concluded on August 2 in Shenzhen, China. This high-profile event, co-hosted by WeWeb3 and Web3 Blue Ocean Innovation Society (Hong Kong), not only gathered top builders, investors, technical geeks, and policy researchers from the industry but also injected new vitality into the digital finance field through in-depth discussions and forward-looking insights.
1. Background of the Times: Global Regulatory Dual Track in Parallel, Digital Currency Enters a New Stage
At the opening of the event, the global financial regulatory landscape was undergoing a historic turning point. On August 1, Hong Kong's (Stablecoin Regulation Draft) officially took effect, establishing a licensing system for fiat currency stablecoin issuers, requiring issuers to back circulating stablecoins with 100% highly liquid reserve assets, and meeting strict requirements such as anti-money laundering, risk management, and information disclosure. At the same time, the (Genius Act) passed in the U.S. also reshaped global stablecoin rules, marking the simultaneous initiation of a new era of digital currency regulation in the two major financial centers.
1. Background of the Times: Global Regulatory Dual Track in Parallel, Digital Currency Enters a New Stage
At the opening of the event, the global financial regulatory landscape was undergoing a historic turning point. On August 1, Hong Kong's (Stablecoin Regulation Draft) officially took effect, establishing a licensing system for fiat currency stablecoin issuers, requiring issuers to back circulating stablecoins with 100% highly liquid reserve assets, and meeting strict requirements such as anti-money laundering, risk management, and information disclosure. At the same time, the (Genius Act) passed in the U.S. also reshaped global stablecoin rules, marking the simultaneous initiation of a new era of digital currency regulation in the two major financial centers.
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📢August 4th Market Analysis is here!📢
📈【U.S. Stocks】
The market was closed yesterday, and tonight's trend is crucial! If no reversal candlestick appears, the rebound market will continue.
🪙【$BTC 】
The market rebounded on Sunday, showing signs of stabilization! The resonance with U.S. stocks tonight is worth paying attention to; this is just a rebound, not a reversal. There might be a pullback at the 4-hour level, with opportunities for long positions around 113000 and 112000. After a second dip, it may reverse, but for now, we’ll operate based on the rebound.
💎【$ETH 】
It has already weakened yesterday, focusing on adjustments. The M head has broken the support at 3506, evolving from the 4-hour level to the daily level M confirmation. The core support level is around 3276, where you can place orders to enter long positions. The view of shorting around 3550-3600 points remains unchanged.
🔑【BTC Key Level】
Upper pressure is at 115334, and the original support has turned into a pressure level, which is still valid. Small support below is at 111920; when speculating on long positions, do not take heavy positions, and maintain your short positions.
⚠️【Note】
Control your position size, speculate with small long positions, and avoid letting small losses turn into big losses. Remember to stop losses in time!
📈【U.S. Stocks】
The market was closed yesterday, and tonight's trend is crucial! If no reversal candlestick appears, the rebound market will continue.
🪙【$BTC 】
The market rebounded on Sunday, showing signs of stabilization! The resonance with U.S. stocks tonight is worth paying attention to; this is just a rebound, not a reversal. There might be a pullback at the 4-hour level, with opportunities for long positions around 113000 and 112000. After a second dip, it may reverse, but for now, we’ll operate based on the rebound.
💎【$ETH 】
It has already weakened yesterday, focusing on adjustments. The M head has broken the support at 3506, evolving from the 4-hour level to the daily level M confirmation. The core support level is around 3276, where you can place orders to enter long positions. The view of shorting around 3550-3600 points remains unchanged.
🔑【BTC Key Level】
Upper pressure is at 115334, and the original support has turned into a pressure level, which is still valid. Small support below is at 111920; when speculating on long positions, do not take heavy positions, and maintain your short positions.
⚠️【Note】
Control your position size, speculate with small long positions, and avoid letting small losses turn into big losses. Remember to stop losses in time!
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From Screen to Chain: How SynVision is Reshaping the Global Entertainment Ecology with Short Dramas + Blockchain + AI
As short videos sweep the globe, the entertainment industry is standing at the critical point of technological transformation. The fragmented narrative of short dramas, the transparent rights confirmation of blockchain, and the personalized creation of AI — the collision of these three will give birth to a new species of entertainment. On July 30, the core team of SynVision collaborated with Diandi Finance for an in-depth discussion on how 'short dramas + blockchain + AI' can reshape the global entertainment ecology on Twitter Space. This article will take you back through the highlights of this intellectual feast and extract key quotes from each guest, together looking forward to the future of the entertainment industry.
1. Core Highlights of the Live Broadcast: Three Technologies Restructuring the Value Chain of the Entertainment Industry
1. Core Highlights of the Live Broadcast: Three Technologies Restructuring the Value Chain of the Entertainment Industry
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The Night Surge of Ethereum-Reserve Concept Stocks in the US Market, Behind the Federal Reserve's Internal Divisions, Market Games, and New Trends in Tokenization
Introduction: A Duet of Market Sentiment and Policy Games
On July 31, the Federal Reserve Maintained Interest Rates, but Rare Internal Disagreements Emerged—Waller and Bowman Advocated for a 25 Basis Point Rate Cut, While Powell Maintained a Hawkish Stance. This Policy Signal Contrasts Sharply with the Night-Time Surge of Ethereum-Reserve Concept Stocks in the US Market: Sharplink (SBET) Up 4.29%, Bitmine (BMNR) Up 4%, While Bitcoin Did Not Follow the Rise of US Stocks, Highlighting the 'Emotional Divide' Between the Cryptocurrency and Stock Markets. Meanwhile, the Wave of Tokenization in US Stocks is Disruptively Reshaping the Global Investment Landscape—From Robinhood Launching OpenAI Tokenized Equity to Ondo Finance Accelerating On-Chain US Stock Trading, A Revolution in Asset Programmability is Quietly Arriving.
On July 31, the Federal Reserve Maintained Interest Rates, but Rare Internal Disagreements Emerged—Waller and Bowman Advocated for a 25 Basis Point Rate Cut, While Powell Maintained a Hawkish Stance. This Policy Signal Contrasts Sharply with the Night-Time Surge of Ethereum-Reserve Concept Stocks in the US Market: Sharplink (SBET) Up 4.29%, Bitmine (BMNR) Up 4%, While Bitcoin Did Not Follow the Rise of US Stocks, Highlighting the 'Emotional Divide' Between the Cryptocurrency and Stock Markets. Meanwhile, the Wave of Tokenization in US Stocks is Disruptively Reshaping the Global Investment Landscape—From Robinhood Launching OpenAI Tokenized Equity to Ondo Finance Accelerating On-Chain US Stock Trading, A Revolution in Asset Programmability is Quietly Arriving.
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In-Depth Analysis of Market Connectivity: The Asymmetric Relationship between U.S. Stocks and Bitcoin
1. Verification of Core Phenomena
Phenomenon 1: When U.S. stocks rise, Bitcoin does not follow; when U.S. stocks fall, Bitcoin falls.
Data Support:
In July 2024, the Nasdaq and S&P 500 reached historical highs again, but Bitcoin only maintained a sideways trend without significant increases.
In November 2024, the Bitcoin Fear and Greed Index reached 94 (bubble warning), followed by three weeks of market fluctuations, indicating that Bitcoin is more easily influenced by sentiment rather than directly following U.S. stocks at high levels.
Downward Linkage: In July 2025, the Federal Reserve maintained interest rates but strengthened its hawkish stance, leading to a temporary pullback in U.S. stocks, with Bitcoin dropping synchronously, showing resonance in risk assets.
Phenomenon 1: When U.S. stocks rise, Bitcoin does not follow; when U.S. stocks fall, Bitcoin falls.
Data Support:
In July 2024, the Nasdaq and S&P 500 reached historical highs again, but Bitcoin only maintained a sideways trend without significant increases.
In November 2024, the Bitcoin Fear and Greed Index reached 94 (bubble warning), followed by three weeks of market fluctuations, indicating that Bitcoin is more easily influenced by sentiment rather than directly following U.S. stocks at high levels.
Downward Linkage: In July 2025, the Federal Reserve maintained interest rates but strengthened its hawkish stance, leading to a temporary pullback in U.S. stocks, with Bitcoin dropping synchronously, showing resonance in risk assets.
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A Global Regulatory Storm Approaches! Hong Kong vs. U.S. Stablecoin New Regulations, Saturday Shenzhen Closed-Door Meeting Reveals the Trillion-Yuan Market
Article | Red Bean with Ice
Source | WEWEB3-CL
💥 Historical Turning Point: Global Stablecoin Regulation Enters the 'Dual-Track Era'
On August 1, the Hong Kong (Stablecoin Regulation) officially came into effect, marking a key step in Asia's digital finance regulation. Meanwhile, the U.S. (GENIUS Act) has reshaped the global stablecoin landscape—in just two weeks, two major financial centers have acted simultaneously, ushering in a new era of digital currency regulation!
🔍 Hong Kong Strikes Hard: The Strictest Regulations Take Effect, 50+ Companies Compete for Licenses
Three Core Measures of the Hong Kong Monetary Authority:
1️⃣ Licensed Operations: All stablecoin issuers must apply for a license, with channels opening in August
Source | WEWEB3-CL
💥 Historical Turning Point: Global Stablecoin Regulation Enters the 'Dual-Track Era'
On August 1, the Hong Kong (Stablecoin Regulation) officially came into effect, marking a key step in Asia's digital finance regulation. Meanwhile, the U.S. (GENIUS Act) has reshaped the global stablecoin landscape—in just two weeks, two major financial centers have acted simultaneously, ushering in a new era of digital currency regulation!
🔍 Hong Kong Strikes Hard: The Strictest Regulations Take Effect, 50+ Companies Compete for Licenses
Three Core Measures of the Hong Kong Monetary Authority:
1️⃣ Licensed Operations: All stablecoin issuers must apply for a license, with channels opening in August
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Crypto Market Weekly Review: Super Macro Week Arrives, How to Respond to Opportunities and Challenges Amidst Fluctuations?
From the essence of trading, 'missing out' is often a man-made emotional trap. Bitcoin's $BTC journey is like a giant ship navigating through storms—from $1 to the historical high of $123,550 reached on July 14, 2025, most people are merely passersby. The market is like the ocean, with calm segments as well as moments of turbulent waves; no one can fully control the direction, what we can do is to grasp our own journey.
When the sky is clear, trading seems simple; when clouds gather, the true strategy shines. Historically, although Bitcoin is in a 'perpetual bull market', it has also experienced multiple 70%-80% deep corrections. Opportunities always exist, and anxiety is unnecessary—investing is not about betting on a specific target, but about honing one's understanding of cycles and managing risks.
When the sky is clear, trading seems simple; when clouds gather, the true strategy shines. Historically, although Bitcoin is in a 'perpetual bull market', it has also experienced multiple 70%-80% deep corrections. Opportunities always exist, and anxiety is unnecessary—investing is not about betting on a specific target, but about honing one's understanding of cycles and managing risks.
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Bitcoin's 'Heartbeat': The Rise and Fall Codes in the Bull Market Cycle
Introduction:
In the cryptocurrency market, every fluctuation of Bitcoin pulls at the hearts of countless investors. From April 8 to now, Bitcoin's trend has been like a dramatic rollercoaster, capturing the attention of global investors. So, in this feast, what secrets does Bitcoin's bull market cycle hide? When is the best time to enter and exit? Let’s unveil the 'heartbeat' code of Bitcoin together.
1. The three phases of Bitcoin: From recovery to euphoria
Since April 8, Bitcoin's rise can be divided into three distinct phases:
In the cryptocurrency market, every fluctuation of Bitcoin pulls at the hearts of countless investors. From April 8 to now, Bitcoin's trend has been like a dramatic rollercoaster, capturing the attention of global investors. So, in this feast, what secrets does Bitcoin's bull market cycle hide? When is the best time to enter and exit? Let’s unveil the 'heartbeat' code of Bitcoin together.
1. The three phases of Bitcoin: From recovery to euphoria
Since April 8, Bitcoin's rise can be divided into three distinct phases:
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🚀【$BTC Rainbow Cycle Update! Is it the Night Before the Surge or a Consolidation Phase?】🚀
🔥Core Viewpoint:
I reminded that the market has entered the "Pass the Parcel" phase, and the oscillation period of mutual stabbing between bulls and bears has arrived! But don't panic, the script of 150,000-170,000 BTC is still playing 🎬
💡Current Battlefield Map:
▫️Bitcoin stuck at 118,800, critical point for mutual destruction: → Surge to 120,800 → Bears liquidate 2 billion → Drop below 116,800 → Bulls liquidate 988 million
▫️ETF fund flows are peculiar: BTC spot ETF has a net outflow of 228 million, while Ethereum ETF is flowing in against the trend with $7.6 million (Are institutions playing both sides?)
📉Market ECG:
▪️Bitcoin: Daily line flatlining, 4-hour bouncing within a range
▪️Ethereum: Daily line sliding downwards, breaking a key level leads to a return to pre-liberation status (Warning of a serious drop for altcoins ⚠️)
💎3 Major Wealth Codes (Cautiously Copy):
1️⃣ $CAKE 🥞
▫️Layer 2 expansion + Binance Alpha support, price skyrocketing
▫️Technical Indicators: RSI overbought (80.3) + MACD golden cross, but stuck at the key resistance level of $2.90
▫️Catalyst: Base launches new features, weekly trading volume may surge by 15% (but the token burn mechanism is a ticking time bomb 💣)
2️⃣ $APT 🚀
▫️35% surge in 30 days! Real asset tokenization exceeds 540 million
▫️Technical Indicators: RSI at an all-time high (85.11) + MACD in the green, currently challenging the resistance level of 5.18
▫️Risk Point: Unlocking wave approaching, token circulation may spike and crash the price
3️⃣ AI16Z 🤖
▫️After a 60-day halving, violently rebounded by 43.6%!
▫️Technical Indicators: RSI bullish (68.46) + breaking the 30-day moving average, increasing trading volume
▫️Critical Point: If it can stabilize above 0.21, the next target is 0.23 (but true AI strength must be shown, or it will be another scenario of cutting leeks)
📌Operation Guide:
⚠️ High-position spot traders fasten your seatbelts, run quickly if Ethereum breaks down
🤑 Contract players set stop losses, play high shorts in the $116,800-120,800 range
💬 Tell me in the comments: Do you think BTC can touch 170,000 this year?
#山寨币季节爆发2025
(Risk Warning: The market has risks, copy with caution, this article does not constitute investment advice)
🔥Core Viewpoint:
I reminded that the market has entered the "Pass the Parcel" phase, and the oscillation period of mutual stabbing between bulls and bears has arrived! But don't panic, the script of 150,000-170,000 BTC is still playing 🎬
💡Current Battlefield Map:
▫️Bitcoin stuck at 118,800, critical point for mutual destruction: → Surge to 120,800 → Bears liquidate 2 billion → Drop below 116,800 → Bulls liquidate 988 million
▫️ETF fund flows are peculiar: BTC spot ETF has a net outflow of 228 million, while Ethereum ETF is flowing in against the trend with $7.6 million (Are institutions playing both sides?)
📉Market ECG:
▪️Bitcoin: Daily line flatlining, 4-hour bouncing within a range
▪️Ethereum: Daily line sliding downwards, breaking a key level leads to a return to pre-liberation status (Warning of a serious drop for altcoins ⚠️)
💎3 Major Wealth Codes (Cautiously Copy):
1️⃣ $CAKE 🥞
▫️Layer 2 expansion + Binance Alpha support, price skyrocketing
▫️Technical Indicators: RSI overbought (80.3) + MACD golden cross, but stuck at the key resistance level of $2.90
▫️Catalyst: Base launches new features, weekly trading volume may surge by 15% (but the token burn mechanism is a ticking time bomb 💣)
2️⃣ $APT 🚀
▫️35% surge in 30 days! Real asset tokenization exceeds 540 million
▫️Technical Indicators: RSI at an all-time high (85.11) + MACD in the green, currently challenging the resistance level of 5.18
▫️Risk Point: Unlocking wave approaching, token circulation may spike and crash the price
3️⃣ AI16Z 🤖
▫️After a 60-day halving, violently rebounded by 43.6%!
▫️Technical Indicators: RSI bullish (68.46) + breaking the 30-day moving average, increasing trading volume
▫️Critical Point: If it can stabilize above 0.21, the next target is 0.23 (but true AI strength must be shown, or it will be another scenario of cutting leeks)
📌Operation Guide:
⚠️ High-position spot traders fasten your seatbelts, run quickly if Ethereum breaks down
🤑 Contract players set stop losses, play high shorts in the $116,800-120,800 range
💬 Tell me in the comments: Do you think BTC can touch 170,000 this year?
#山寨币季节爆发2025
(Risk Warning: The market has risks, copy with caution, this article does not constitute investment advice)
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🌟 Theme: The Financial Revolution of RWA Rush - Deep Transformation from Asset Splitting to a Trillion-Dollar Market
📍 Time and Address: August 23, 2025 · Shenzhen
🤝 Cooperation:
▪️ Roadshow Seats | Roundtable Guests | Roll-up Banner Exposure
▪️ Media Support | Brand Co-creation | Community Traffic
👉 Interested in cooperation/participation, quickly click to leave a message!
#RWA热潮
📍 Time and Address: August 23, 2025 · Shenzhen
🤝 Cooperation:
▪️ Roadshow Seats | Roundtable Guests | Roll-up Banner Exposure
▪️ Media Support | Brand Co-creation | Community Traffic
👉 Interested in cooperation/participation, quickly click to leave a message!
#RWA热潮
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Crypto Trends: Exploring the Rise of ETH, BTC, and the Outlook for Altcoin Season
Analysis of the Reasons for the Rise of ETH and BTC
In this week's cryptocurrency market, the prices of $ETH and $BTC have risen sharply, attracting the attention of many investors. Bitcoin has strongly broken through $120,000, setting a new historic high; Ethereum is nearing $4000, reaching a high point in nearly six months. What secrets lie behind this surge? Is it driven by market sentiment, or is there more solid fundamental support? Let's analyze it in depth.
From the perspective of ETF capital inflow, the rise of ETH has solid funding support. Taking BlackRock's (ETHA) as an example, its trading volume has significantly increased since ETH prices rose from $1700, even exceeding levels seen in 2024. When the price exceeds $2500, it has led to a substantial increase in trading volumes of several other funds, far exceeding the trading volume when ETH prices rose to $4000 in 2024. For BTC, the products from BlackRock, Fidelity, and Grayscale, even the product with the highest trading volume (IBIT) has only maintained around the average, showing no significant increase and even a slight decrease, while Fidelity and Grayscale have seen a noticeable decrease in trading volume. This indicates that compared to BTC, the increase in ETF purchasing power is an important factor in the rise of ETH.
In this week's cryptocurrency market, the prices of $ETH and $BTC have risen sharply, attracting the attention of many investors. Bitcoin has strongly broken through $120,000, setting a new historic high; Ethereum is nearing $4000, reaching a high point in nearly six months. What secrets lie behind this surge? Is it driven by market sentiment, or is there more solid fundamental support? Let's analyze it in depth.
From the perspective of ETF capital inflow, the rise of ETH has solid funding support. Taking BlackRock's (ETHA) as an example, its trading volume has significantly increased since ETH prices rose from $1700, even exceeding levels seen in 2024. When the price exceeds $2500, it has led to a substantial increase in trading volumes of several other funds, far exceeding the trading volume when ETH prices rose to $4000 in 2024. For BTC, the products from BlackRock, Fidelity, and Grayscale, even the product with the highest trading volume (IBIT) has only maintained around the average, showing no significant increase and even a slight decrease, while Fidelity and Grayscale have seen a noticeable decrease in trading volume. This indicates that compared to BTC, the increase in ETF purchasing power is an important factor in the rise of ETH.
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The Cryptocurrency Landscape: Steadily Grasping the 'Three Treasures' and Exploring ENA's Potential and Market New Dynamics.
The three treasures of the cryptocurrency world: the cornerstone of investment.
In the cryptocurrency realm filled with opportunities and risks, three types of assets serve as solid cornerstones, building a stable path for investors. These are the 'three treasures of cryptocurrency' — Bitcoin, stablecoins, and platform tokens. This is not a hype concept deliberately created by a KOL or VC but a valuable consensus summarized by countless individuals amid the market's ups and downs. Reasonably allocating them is far more important than chasing temporary trends. Just like the classic combination of 'cash + fixed income + equity' in traditional finance, these 'three treasures' form the core assets that can truly preserve value in the hands of investors.
In the cryptocurrency realm filled with opportunities and risks, three types of assets serve as solid cornerstones, building a stable path for investors. These are the 'three treasures of cryptocurrency' — Bitcoin, stablecoins, and platform tokens. This is not a hype concept deliberately created by a KOL or VC but a valuable consensus summarized by countless individuals amid the market's ups and downs. Reasonably allocating them is far more important than chasing temporary trends. Just like the classic combination of 'cash + fixed income + equity' in traditional finance, these 'three treasures' form the core assets that can truly preserve value in the hands of investors.
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The bull market is hot, calmness reveals the true essence of investment
Yesterday, I temporarily bid farewell to the noise of Twitter, focused on reflection, and conducted an in-depth review and thinking on the recent fluctuations in the crypto market, now sharing with everyone:
1. Main narrative in crypto: An atypical bull market dominated by capital.
$BTC Soaring from 15000 to 120000, this atypical bull market spanning two and a half years has emerged during the tightening cycle.
Excluding the many falsifiable narratives generated by the extreme rebound after the bear market in 2022 (such as L2, modularization, etc.), and the super MEME season caused by a lack of liquidity during the bull market, from a macro perspective, the cryptocurrency space lacks exciting main narratives. Essentially, this is the 'capital bull' dominated by American capital after the market structure change in 2020-2021.
1. Main narrative in crypto: An atypical bull market dominated by capital.
$BTC Soaring from 15000 to 120000, this atypical bull market spanning two and a half years has emerged during the tightening cycle.
Excluding the many falsifiable narratives generated by the extreme rebound after the bear market in 2022 (such as L2, modularization, etc.), and the super MEME season caused by a lack of liquidity during the bull market, from a macro perspective, the cryptocurrency space lacks exciting main narratives. Essentially, this is the 'capital bull' dominated by American capital after the market structure change in 2020-2021.
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Behind the Crypto Surge: The U.S. Fiscal Deficit and Bitcoin's 'Crisis Market'
Introduction
While Washington's crypto legislation is stalled, Bitcoin has broken historic highs in a 'non-conventional' manner, as the crypto market experiences a frenzy ignited by fiscal deficits, dollar depreciation, and regulatory games. In July 2025, the U.S. House of Representatives unexpectedly blocked crypto legislation, yet Bitcoin's price surged by $15,000 in a month, and Ethereum is bullish among three major institutions. Is this trend a bubble, a hedge, or a signal of power restructuring? This article will decode the hidden connections between cryptocurrencies and the U.S. fiscal deficit, revealing the deeper logic behind capital flows.
While Washington's crypto legislation is stalled, Bitcoin has broken historic highs in a 'non-conventional' manner, as the crypto market experiences a frenzy ignited by fiscal deficits, dollar depreciation, and regulatory games. In July 2025, the U.S. House of Representatives unexpectedly blocked crypto legislation, yet Bitcoin's price surged by $15,000 in a month, and Ethereum is bullish among three major institutions. Is this trend a bubble, a hedge, or a signal of power restructuring? This article will decode the hidden connections between cryptocurrencies and the U.S. fiscal deficit, revealing the deeper logic behind capital flows.
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🔥【Bitcoin Hits New All-Time High, Is the Era of Inscriptions Coming to an End?】🔥
📈 Real-Time Market
•$BTC : 119,500 (Post-ATH fluctuations, hourly Bollinger Bands widening)
•$ETH : 3,050 (Positive zk technology news, weekly increase of 8.2%)
•$SOL : $182 (On-chain activities recovering, pump token issuance completed)
💡 Key Insights:
The technical dilemma of the inscription protocol: From Ordinals to Runes, all protocols are caught in a bizarre loop of "issuing tokens equals the end," lacking support from practical application scenarios (e.g., BRC20 requires multiple transactions to complete transfers, CAT20 was attacked due to hash collision vulnerabilities)
Market Sentiment Turning Point:
Speculative demand retreats: The heat of the inscription protocol diverges from BTC prices, revealing trends in institutional movements: Institutions like Davis Commodities are shifting towards SOL strategic reserves, and Hong Kong companies are accelerating blockchain infrastructure布局
Key Data Warnings:
• Transaction volume of the inscription protocol has decreased by 92% from peak
• Off-chain indexer maintenance costs account for 78% of project budget
• Average holding time for users of inscription assets is only 11 days
🔍 In-Depth Analysis:
The essence of the failure of the inscription protocol is the misalignment between technological idealism and market real demand:
Excessive pursuit of "on-chain storage" while neglecting user experience (e.g., complex UTXO splitting rules in the Atomical protocol) relying on centralized indexers forms a pseudo-decentralization (the CAT20 case exposes system vulnerabilities) lacking a sustainable economic model (compared to DeFi liquidity mining, the inscription protocol has no native incentives)
💎 Recommendations:
For Developers: Stop the "token issuance protocol" inward competition, shift towards Bitcoin Layer 2 expansion solutions (e.g., Stacks, Lightning Network)
For Investors:
Beware of "Bitcoin ecosystem" concept hype and focus on projects that genuinely address pain points (e.g., DeFi protocols supporting BTC collateral, compliant RWA asset tokenization)
For the Industry:
• The value of the inscription era lies in validating Bitcoin's programmability
• The next stage needs to build a complete closed loop of "issuance-circulation-application" (referencing Ethereum's evolution from ICO to DeFi)
🌐 Trend Outlook:
As Bitcoin's price breaks through the psychological threshold of $120k, the market is shifting from "narrative-driven" to "value-driven." Projects that can anchor BTC as "digital gold" and expand its application scenarios (e.g., compliant RWA, decentralized clearing networks) will be the true next wave.
#美国加密周
📈 Real-Time Market
•$BTC : 119,500 (Post-ATH fluctuations, hourly Bollinger Bands widening)
•$ETH : 3,050 (Positive zk technology news, weekly increase of 8.2%)
•$SOL : $182 (On-chain activities recovering, pump token issuance completed)
💡 Key Insights:
The technical dilemma of the inscription protocol: From Ordinals to Runes, all protocols are caught in a bizarre loop of "issuing tokens equals the end," lacking support from practical application scenarios (e.g., BRC20 requires multiple transactions to complete transfers, CAT20 was attacked due to hash collision vulnerabilities)
Market Sentiment Turning Point:
Speculative demand retreats: The heat of the inscription protocol diverges from BTC prices, revealing trends in institutional movements: Institutions like Davis Commodities are shifting towards SOL strategic reserves, and Hong Kong companies are accelerating blockchain infrastructure布局
Key Data Warnings:
• Transaction volume of the inscription protocol has decreased by 92% from peak
• Off-chain indexer maintenance costs account for 78% of project budget
• Average holding time for users of inscription assets is only 11 days
🔍 In-Depth Analysis:
The essence of the failure of the inscription protocol is the misalignment between technological idealism and market real demand:
Excessive pursuit of "on-chain storage" while neglecting user experience (e.g., complex UTXO splitting rules in the Atomical protocol) relying on centralized indexers forms a pseudo-decentralization (the CAT20 case exposes system vulnerabilities) lacking a sustainable economic model (compared to DeFi liquidity mining, the inscription protocol has no native incentives)
💎 Recommendations:
For Developers: Stop the "token issuance protocol" inward competition, shift towards Bitcoin Layer 2 expansion solutions (e.g., Stacks, Lightning Network)
For Investors:
Beware of "Bitcoin ecosystem" concept hype and focus on projects that genuinely address pain points (e.g., DeFi protocols supporting BTC collateral, compliant RWA asset tokenization)
For the Industry:
• The value of the inscription era lies in validating Bitcoin's programmability
• The next stage needs to build a complete closed loop of "issuance-circulation-application" (referencing Ethereum's evolution from ICO to DeFi)
🌐 Trend Outlook:
As Bitcoin's price breaks through the psychological threshold of $120k, the market is shifting from "narrative-driven" to "value-driven." Projects that can anchor BTC as "digital gold" and expand its application scenarios (e.g., compliant RWA, decentralized clearing networks) will be the true next wave.
#美国加密周
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Stock Tokenization and the Movement of Transcendent Assets: Bitcoin's Value Reaches New Dimensions, Robinhood's 'Blockchain' Marketing and Real Opportunities
Having been immersed in the Crypto industry for a long time, we often fall into a 'Crypto-centric' way of thinking: Whatever topic we discuss, our first reaction is always what benefits it brings to Crypto? Does it create speculation opportunities? For instance, the concept of stock tokenization seems somewhat useless from a Crypto-centric perspective—stock tokens with daily volatility of only 1-3% are clearly less attractive compared to Meme coins that can fluctuate several times. Moreover, stocks can also be traded in traditional markets, so why bother with the crypto space? Under this mindset, stock tokenization appears to be a futile attempt to fight for liquidity.
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Stablecoins × RWA: Activating a New Global Track for Traditional Institutions — RWA Digital Investment Bank's Interpretation of Hong Kong's New Policy This Saturday
On July 7, Hong Kong stock stablecoin concept stocks surged, with Victory Securities up over 10%, Guotai Junan International rising more than 5%, and Duodian Smart increasing nearly 2%. The market has once again focused on the progress of Hong Kong's stablecoin licenses. Former Hong Kong Financial Secretary Xu Zhengyu publicly stated that the goal is to issue stablecoin-related licenses within this year and promote Hong Kong as a global benchmark in the compliant stablecoin track. This news undoubtedly brings unprecedented imaginative space to the stablecoin and its upstream and downstream industries.
Against this backdrop, the RWA digital investment bank, together with the renowned DeFam and Diandi Finance, will host a deep salon this Saturday (July 12) in Nanshan, Shenzhen, themed 'Stablecoins × RWA: Activating a New Global Track for Traditional Institutions'. Several experts from finance, blockchain, Web3, and regulatory law will be invited to explore:
Against this backdrop, the RWA digital investment bank, together with the renowned DeFam and Diandi Finance, will host a deep salon this Saturday (July 12) in Nanshan, Shenzhen, themed 'Stablecoins × RWA: Activating a New Global Track for Traditional Institutions'. Several experts from finance, blockchain, Web3, and regulatory law will be invited to explore:
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Cryptocurrency market carnival: BTC hits new highs, ETH breaks $3000, is the altcoin season coming?
The cryptocurrency market has surged again! On July 11, with improved regulatory expectations and ongoing liquidity easing, the crypto market rose for two consecutive days, with gains generally ranging from 3% to 10%. Bitcoin (BTC) and Ethereum (ETH) led the market, with BTC rising 4.27% in 24 hours, nearing $117,000; ETH performed exceptionally, rising 6.44% and successfully breaking the $3000 mark.
Market performance overview
Performance of major cryptocurrencies:
$BTC Bitcoin: Up 4.27% in 24 hours, reaching a high of 117,548.2 USDT.
$ETH Ethereum: Up 6.44% in 24 hours, breaking $3000, reaching a high of 3002.99 USDT.
Market performance overview
Performance of major cryptocurrencies:
$BTC Bitcoin: Up 4.27% in 24 hours, reaching a high of 117,548.2 USDT.
$ETH Ethereum: Up 6.44% in 24 hours, breaking $3000, reaching a high of 3002.99 USDT.
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Stablecoins: A new battlefield for tech giants and a global regulatory battle
introduction
As technology and finance continue to merge, a remarkable phenomenon is quietly emerging. In June this year, Uber CEO Dara Khosrowshahi's words, like a stone thrown into a calm lake, stirred up a thousand waves. He announced that the shared travel giant is seriously considering stablecoins as an innovative way to transfer funds globally. Looking back a year ago, if an executive of a technology giant made such a statement, it would probably be regarded as a fantasy. However, now, from Apple, the "giant" in the technology world, Amazon, the leader in the e-commerce field, to major banks and securities firms in the financial industry, they have all joined in and shown a strong interest in stablecoins. This scene is like a fierce race on the track. Why are technology giants suddenly flocking to stablecoins? What opportunities do they see in this wave of stablecoins, and what kind of big game are they playing?
As technology and finance continue to merge, a remarkable phenomenon is quietly emerging. In June this year, Uber CEO Dara Khosrowshahi's words, like a stone thrown into a calm lake, stirred up a thousand waves. He announced that the shared travel giant is seriously considering stablecoins as an innovative way to transfer funds globally. Looking back a year ago, if an executive of a technology giant made such a statement, it would probably be regarded as a fantasy. However, now, from Apple, the "giant" in the technology world, Amazon, the leader in the e-commerce field, to major banks and securities firms in the financial industry, they have all joined in and shown a strong interest in stablecoins. This scene is like a fierce race on the track. Why are technology giants suddenly flocking to stablecoins? What opportunities do they see in this wave of stablecoins, and what kind of big game are they playing?
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