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#鲍威尔发言 今天凌晨美联储宣布：利率维持不变。这已经是他们连续第四次“按兵不动”了。表面看一切如常，但水面之下，特朗普和美联储主席鲍威尔的交锋几乎擦出火花。
一、特朗普步步紧逼，鲍威尔罕见反击
过去半年，特朗普几乎每月都公开喊话：“赶快降息！”就在上周，他甚至直接要求“降整整一个百分点”。但鲍威尔这次没沉默，他破天荒地指出：新关税才是推高物价的“真凶”，最终买单的会是普通家庭。

$USDC 稳定币发行商Circle（CRCL）上市三周涨幅达700%，股价突破214美元，成为市场焦点。波场（Tron）通过反向合并登陆纳斯达克，其关联公司SRM Entertainment单日暴涨526%，市值跃升至1.58亿美元。
政策利好推动行业热度，美国《GENIUS法案》通过参议院审议，为稳定币提供联邦监管框架，刺激相关股票上涨。MicroStrategy（现更名Strategy）作为比特币储备龙头，市值突破千亿美元，带动30余家中小市值公司效仿“加密金库”策略，

The stablecoin issuer Circle (CRCL) has seen a 700% increase in stock price within three weeks of its listing, surpassing $214, becoming the market focus. Tron has landed on NASDAQ through a reverse merger, with its associated company SRM Entertainment skyrocketing by 526% in a single day, raising its market value to $158 million.
Policy support has boosted industry enthusiasm, as the U.S. "GENIUS Act" has passed Senate review, providing a federal regulatory framework for stablecoins and stimulating related stocks to rise. MicroStrategy (now renamed Strategy), as a leader in Bitcoin reserves, has exceeded a market value of $100 billion, prompting over 30 small and mid-cap companies to imitate the "crypto treasury" strategy.

大圣解读 ：
信心直接拉满！
想想看，京东啊！国内Top级电商，数亿用户，全球玩供应链的大佬！它都撸袖子下场搞稳定币了，还公开说要拿全球牌照，这等于举着大喇叭喊：“加密这玩意儿，靠谱！有前途！”（拍桌！） 那些天天BB“币圈都是骗子”的喷子，脸疼不？东哥这波直接给咱行业镀了层24K金！
USDT、USDC 小心了！新大哥带“场景”来踢馆！
现在稳定币就那俩巨头（USDT/USDC）横着走？京东一来，绝对要抢地盘！它牛在哪？人家自带“应用场景”Buff！ 想象一下：
你在京东国际买澳洲奶粉/日本电器，结算直接用“京东稳定币”，唰一下搞定，便宜又快！
京东全球的供应商、物流，都用它家币结算，省掉N多换汇手续费和等待时间。
大圣认为： 这才叫“真·落地应用”！不是光在交易所倒腾，是扎进老百姓购物、企业做生意里！这才是稳定币该有的样子！未来谁有场景，谁才是爹！京东这步棋太狠了！
“合规王炸”！监管见了$USDC

Great Sage Interpretation:
Confidence is directly at maximum!
Think about it, JD.com! The top e-commerce in the country, hundreds of millions of users, a big player in global supply chain! They have rolled up their sleeves to get into stablecoins and even publicly stated that they want to obtain global licenses, which is equivalent to shouting loudly: "Cryptocurrency is reliable! It has a future!" (slams the table!) Those who constantly complain that "the crypto circle is full of scammers," how do you feel now? This move by Dong Ge directly gilded our industry with a layer of 24K gold!
Watch out, USDT and USDC! The new big brother is coming to challenge with "scenarios"!
Are stablecoins just those two giants (USDT/USDC) running the show? With JD.com entering the scene, they will definitely grab market share! What's their strength? They come with an "application scenario" buff! Imagine this:
You buy Australian milk powder/Japanese electronics on JD International, and you can settle directly using "JD Stablecoin," done in a flash, cheap and fast!
All of JD's global suppliers and logistics settle using their coin, saving a ton on exchange fees and waiting time.
The Great Sage believes: This is what you call "true landing application"! It's not just about trading on exchanges; it's about being embedded in people's shopping and businesses! This is how stablecoins should look! In the future, whoever has the scenarios will be the boss! JD's move is too fierce!
"Compliance King Bomb"! Regulators take notice.

#我的交易风格 大圣解读 ：
信心直接拉满！
想想看，京东啊！国内Top级电商，数亿用户，全球玩供应链的大佬！它都撸袖子下场搞稳定币了，还公开说要拿全球牌照，这等于举着大喇叭喊：“加密这玩意儿，靠谱！有前途！”（拍桌！） 那些天天BB“币圈都是骗子”的喷子，脸疼不？东哥这波直接给咱行业镀了层24K金！
USDT、USDC 小心了！新大哥带“场景”来踢馆！
现在稳定币就那俩巨头（USDT/USDC）横着走？京东一来，绝对要抢地盘！它牛在哪？人家自带“应用场景”Buff！ 想象一下：
你在京东国际买澳洲奶粉/日本电器，结算直接用“京东稳定币”，唰一下搞定，便宜又快！
京东全球的供应商、物流，都用它家币结算，省掉N多换汇手续费和等待时间。
大圣认为： 这才叫“真·落地应用”！不是光在交易所倒腾，是扎进老百姓购物、企业做生意里！这才是稳定币该有的样子！未来谁有场景，谁才是爹！京东这步棋太狠了！
“合规王炸”！监管见了

#GENIUS稳定币法案 大圣解读 ：
信心直接拉满！
想想看，京东啊！国内Top级电商，数亿用户，全球玩供应链的大佬！它都撸袖子下场搞稳定币了，还公开说要拿全球牌照，这等于举着大喇叭喊：“加密这玩意儿，靠谱！有前途！”（拍桌！） 那些天天BB“币圈都是骗子”的喷子，脸疼不？东哥这波直接给咱行业镀了层24K金！
USDT、USDC 小心了！新大哥带“场景”来踢馆！
现在稳定币就那俩巨头（USDT/USDC）横着走？京东一来，绝对要抢地盘！它牛在哪？人家自带“应用场景”Buff！ 想象一下：
你在京东国际买澳洲奶粉/日本电器，结算直接用“京东稳定币”，唰一下搞定，便宜又快！
京东全球的供应商、物流，都用它家币结算，省掉N多换汇手续费和等待时间。
大圣认为： 这才叫“真·落地应用”！不是光在交易所倒腾，是扎进老百姓购物、企业做生意里！这才是稳定币该有的样子！未来谁有场景，谁才是爹！京东这步棋太狠了！
“合规王炸”！监管见了

#美联储FOMC会议 美联储今天凌晨的FOMC会议结果出来了——又是熟悉的剧本：利率卡在4.25%-4.5%不动，但点阵图直接给市场泼了一盆冰水。原本期待的年内两次降息被砍到只剩一次，2025年想靠放水拉盘？醒醒吧，鲍威尔这老狐狸压根没打算给市场喂糖！
​​核心结果：鹰派按兵不动，降息预期腰斩​​
​​利率决议​​：连续第三次维持4.25%-4.5%区间，符合预期但毫无惊喜。
​​点阵图暴雷​​：2025年降息预期从50个基点（两次）缩水到25个基点（一次），2026年降息75个基点的剧本没变。更狠的是，19名委员里有11人认为年内最多降一次，8人甚至喊出“一次都不降”

$BTC btc周末两天来回插针，上方1065-1068强压上不去，下方1040是周五美盘回踩的低点支撑，这两天最低1042也是没有跌破1040这里
照这个走势，这周估计大概率要来回插针洗盘了，只有突破后才能有明确的方向走出来
eth这三天是吃舒服了，我是2550吃2波到2500，50个点空间，有少部分玩的好，吃4波下来

The draft "Virtual Asset Market Management" released by the State Bank of Vietnam on June 16, 2025, at midnight is causing significant fluctuations in the cryptocurrency market. The core of its policy includes three sets of conflicting games:
1. Fiat Currency Channel Game: The draft allows licensed exchanges to open direct trading in Vietnamese Dong (currently only 5 platforms that account for 17% of the market share are eligible), but requires freezing 50% of crypto assets as reserves. As a result, the USDT over-the-counter premium in Vietnam's largest OTC market, the Ho Chi Minh City money exchange network, has reached 8.3%.

#Metaplanet增持比特币 Metaplanet's substantial increase in $BTC holdings has truly shocked me! However, it seems that they entered the market on 9.30 today. The Tokyo-listed company Metaplanet directly invested $117.2 million on June 16, purchasing 1,112 BTC at a price of $105,435 each in one go. Now, their total Bitcoin holdings have reached 10,000 coins, and considering previous investments, the total cost is approximately $947 million, with an average cost of $94,697 per coin.