TraderS 缺德道人

Introduction:
1, Powell's dismissal storm, sources first said that Trump drafted a letter to fire Powell, then Trump said his position was conservative.
2, MicroStrategy's US stocks continue to surge, currently MicroStrategy's stocks have not yet seen a leader.
3, The procedural motion for crypto legislation has passed; it is estimated that it will take 2 days to vote on the details next.
4, Stablecoins saw a massive inflow on the 17th, with USDT inflow of 92 million and USDC inflow of 1.02 billion.
5, Consensys stated that Ethereum is transitioning to 'programmable trust', predicting the target price for ETH in 2028 to be $15,800.
6, The 'WLFI token tradable' proposal ended voting at 1:38 AM Beijing time and passed.

Introduction:
1. The House vote failure resulted in the inability of three cryptocurrency bills, including stablecoin regulations, to enter the formal deliberation stage.
1. June CPI year-on-year and month-on-month in line with expectations, core CPI year-on-year and month-on-month both below expectations.
2. Chuanzi stated that Basant is a candidate to succeed the Federal Reserve Chair, but expressed satisfaction with Basant's performance as Treasury Secretary.
3. The US Department of Justice has concluded its investigation into PolyMarket.
4. Large outflow from the stablecoin market, with an outflow of 614 million on July 16, USDT inflow of 357 million, and USDC outflow of 941 million.
5. Laode Capital has gradually removed leverage from ETH (sold ETH to repay loans).

Introduction:
1. The market views Chuanzi's series of tariffs as a negotiation strategy, with a relatively calm reaction.
2. The Russia-Ukraine conflict may escalate, as Chuanzi will provide billions of dollars in military equipment to NATO.
3. The House of Representatives will vote on the (CLARITY Act) bill (Digital Asset Market Clarity Act) on Wednesday, and on Thursday morning will vote on the (GENIUS Act) (US Stablecoin Guidance and Innovation Act).
4. The ETF data showed a rare situation where BTC ETF saw outflows while ETH saw large inflows. On the 14th, without BlackRock data, BTC ETF saw outflows of $97.3 million, while ETH ETF saw inflows of $108 million.

Guide:
1. Pay attention to important data next Tuesday, Tuesday 20:30, US June CPI data.
2. The White House advisory team is intensifying pressure on Federal Reserve Chairman Powell, accusing the central bank head of either perjuring himself before Congress regarding headquarters renovation issues or gross mismanagement.
3. Chuanzi announced over the weekend that starting from August 1, a uniform tariff of 30% will be imposed on the EU and Mexico.
4. The EU quickly softens its stance and will extend the suspension period for the countermeasures against US tariffs until early August (the EU exports over $600 billion to the US, and the US exports over $900 billion to the EU).

Introduction:
1. US officials press Powell to resign
2. The US House of Representatives is expected to vote early next week on the Senate-proposed (GENIUS Act)
3. On the 10th, BTC ETF had a huge inflow of 1.175 billion, ETH ETF inflow of 383 million
4. Upexi, Inc. (NASDAQ: UPXI) announced the completion of two rounds of financing, totaling $200 million for the purchase of SOL
5. Pump for arbitrage, lower leverage, fully fund the contract margin, which can greatly reduce risk, and still eat the corresponding arbitrage profits.

One. Macroeconomic market
(1) Traditional market
1. US stocks: Nasdaq down 0.22%, S&P down 0.33%, Dow down 0.63%, Circle down 7.67%

Introduction:
1、The Chinese Foreign Ministry opposes the U.S. imposing heavy tariffs, the U.S. imposes a 35% tariff on Canada
2、The U.S. Treasury officially cancels the cryptocurrency broker reporting rule, favorable for DeFi projects
3、The Shanghai State-owned Assets Supervision and Administration Commission held a central group study meeting on the development trends and countermeasures of cryptocurrencies and stablecoins
4、Ethereum's futures trading volume in the last 24 hours reached 62.1 billion USD, surpassing Bitcoin's 61.7 billion USD.
5、Attention to significant inflows in ETFs, ETH ETF had a significant inflow of 211 million on July 9, BTC had an inflow of 727 million on the 10th without BlackRock data.
6、@BONK_FUN 7-day income exceeds @PUMPDOTFUN — 6.23 million USD VS 4.23 million USD

Introduction:
1. 30-year Japanese bonds broke through 3%, and 10-year US Treasury bonds re-broke 4.4%. The linkage between US and Japanese bond yields may exacerbate global interest rate volatility, potentially putting pressure on risk assets including Bitcoin.
2. Truth Social submitted a cryptocurrency blue-chip ETF S-1 filing application. Includes BTC, ETH, SOL, XRP, CRO
3. Since the SOL ETF began trading on July 2, it has seen inflows of $41.2 million.
4. In the generally cold BYC ecosystem, Ego Death Capital has completed a $100 million raise, focusing on supporting the expansion of Bitcoin ecosystem enterprises.
5. Previously, the USDF mining in cooperation with OneKey has decoupled, currently restored to 0.995

Lead:
1. Affected by tariffs, U.S. stock indices fell across the board; influenced by Musk's establishment of a new political party, Tesla dropped by 6.79%.
2. The tariff rates for South Africa, Kazakhstan, Malaysia, Laos, and Myanmar are determined by 'the U.S. trade deficit with the country divided by the amount of U.S. imports from that country, multiplied by 50%'.
3. The SEC is urging issuers to revise and resubmit their spot Solana ETF applications by the end of July, suggesting that the approval speed will be faster than expected.
4. Coinbase has submitted a pilot application to the U.S. Securities and Exchange Commission (SEC) to provide tokenized stock trading services to U.S. customers, pending SEC approval.

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

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.

Introduction:
1, The 24-hour trading volume of US stocks spyx and tslax on Sol has surpassed $1 million, and liquidity has now increased
2, OpenAI denies that the OpenAI token represents its equity and has not collaborated with Robinhood
3, ADP data is outrageous, expected 95,000, actual -33,000, pay attention to the non-farm data, major non-farm and unemployment rate to be released today at 20:30
4, SEC is discussing the establishment of a 'Universal Listing Standard' with NYSE, Nasdaq, etc., shortening the ETF review time from over 6 months to 75 days
5, The first Solana staking ETF $SSK had a trading volume of $33 million on its first day, with an inflow of $12 million

One, US Stocks Onchain Special

Introduction:
1. Hyperliquid, Robinhood, and xStocks enter the U.S. stock RWA (suggest reading the special topic on U.S. stocks on the chain in the daily report).
2. According to Federal Reserve observations, the probability of a rate cut in September has greatly increased to 94.7%.
3. REX-OSPREY SOL ETF will start trading on Wednesday.
4. Polygon abandons the zkevm blockchain
5. Backpack official announcement states that the ranking airdrop for challengers, diamonds, and platinum users will take place tomorrow.
6. Binance alpha June summary: Single number received an airdrop of $341, cost $120-135.
1. Special Topic on U.S. Stocks on the Chain
Trend view: It is expected that a new DeFi gameplay for on-chain stock tokens will soon form, including methods such as collateral lending and dividend distribution, and it may also derive some PT and YT gameplay.

Introduction:
1. Circle up 7.56%, market cap of 47.54 billion, Coinbase's market cap surged, up 5.54%, market cap of 95.53 billion.
2. The Director of the US Federal Housing Finance Agency stated that he has requested Fannie Mae and Freddie Mac to study the inclusion of cryptocurrencies like Bitcoin in mortgage evaluation systems.
3. Trump's crypto project Trump received a $100 million investment from a UAE fund. [News has almost no impact on coin prices]
4. Bybit TradFi upgrade launched: trading gold, foreign exchange, commodities, and US stock CFDs.
1. Macro Market
(1) Traditional Market

Introduction:
1. Fed Chairman Powell said that future trade agreements may allow the Fed to consider cutting interest rates, and the probability of a rate cut in July rose to 24.8%.
2. Chuanzi revealed his trump card, saying that he has already started interviewing the next chairman of the Federal Reserve
3. The situation in the Middle East: Chuanzi’s statements are inconsistent
4. (SEC) Commissioner said that a "physical redemption" mechanism for cryptocurrency exchange-traded funds (ETFs) may be coming soon.
5. Listed companies holding BTC rankings
https://www.coingecko.com/en/public-companies-bitcoin
6. Chuanzi's super project wlfi is close to tge
7. Good mines in Binance Wallet, Binance Wallet launched a joint activity with solayer, and the current annualized rate of sol pledge is 26%+

Introduction:
1. Two Federal Reserve governors, Bowman and Waller, both support the earliest interest rate cut in July. These two officials were both appointed by Trump during his first term.
2. Powell expects to see significant impacts of tariffs on inflation in June, July, and August, lowering recent interest rate cut expectations.
3. U.S. listed company Nano Labs raised $500 million through a private placement of convertible bonds for BNB reserve strategy, its stock currently has a market value of only $250 million, which may still have room for growth.
4. Polymarket is about to complete nearly $200 million in financing, with a valuation exceeding $1 billion.

I. Macroeconomic Market

Lead-in:
1. Circle rose by 9.64%, with a market value of 58.6 billion; its intraday market value has surpassed that of its stablecoin.
Due to the limited Robotaxi pilot launched in Austin on June 22, Tesla's stock continues to strengthen, up 8.23%.
Cathie Wood is extremely bullish on Tesla, predicting it will reach $2,600 in an interview in early June.
2. Iran-Israel ceasefire
3. The Solana Foundation has signed a memorandum of understanding with the Kazakh government.
4. Binance TGE model change - The first revision often has benefits

1. Macroeconomic Market
(1) Traditional Market
1. U.S. stocks:
(1) Nasdaq rose by 0.94%, S&P rose by 0.96%, Dow rose by 0.89%
(2) Circle rose by 9.64%, with a market value of 58.6 billion; its intraday market value has surpassed that of its stablecoin.

Introduction:
1. It is worth noting that the current ETH price has dropped below the average capital cost ( $2,240).
2. Attention: The Federal Reserve will announce the U.S. May core PCE price index year-on-year on Friday.
3. Current analysis by KOLs indicates the U.S. dares not engage in a protracted war with Iran.
4. 24-hour liquidations totaled $653 million.
5. It feels like the market has cooled down to the extreme; if pessimistic sentiment and super liquidations are added, a significant rebound is likely to follow.

1. Macro Market
(1) Traditional Market
Attention: The Federal Reserve will announce the U.S. May core PCE price index year-on-year on Friday.
(2) Policy Trends
1. Federal Reserve rate cut

Introduction:
1. Bloomberg analysts believe that the probability of most spot crypto ETFs being approved has been raised to 90% or higher, but the specific launch time is uncertain.
2. Chuanzi took the taco trade to the extreme and used golf to delay his involvement in the Middle East
3. A 4.5-magnitude earthquake occurred in South Khorasan Province in eastern Iran! The specific cause is unknown, and the outside world is speculating: Was a heavy bomb used? Or is Iran conducting a nuclear test?
4. LD Capital holds approximately 177,000 ETH (approximately $453 million), with a cost of $224 million.
5. Pump.fun token auction postponed again to mid-July, with a valuation of approximately $4 billion

Guide:
1. The situation in the Middle East currently mainly relates to whether the US will intervene; the latest news from the White House indicates that Trump will decide within two weeks whether to intervene in the Middle East.
2. Trump's company has reduced its shareholding in the crypto project WLFI from 60% to 40%.
3. Canadian Securities Exchange-listed company Sol Strategies has filed with the SEC to trade on NASDAQ, currently holding over 420,000 SOL.
4. Binance Alpha has been modified so that reaching the point threshold allows immediate claiming, and then the point threshold decreases for a first-come-first-served airdrop.
5. The second ICO for Fourmeme UpTop is expected to be highly profitable.