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1) Market
BTC follows the fluctuations of the US stock market, with the market's main focus on compliance.
US stocks fluctuate as Trump extends the tariff delay until August 1.
2) Market Hotspots:
1. The public chain ETH is rising, and the ETH/BTC exchange rate continues to strengthen. This is mainly benefited by the stablecoins and the relaxation of regulations on DeFi and RWA.
2. The platform token HSK has risen. Hong Kong has opened stablecoin licenses, and cryptocurrencies are surging. Hashkey is one of the only two compliant exchanges in Hong Kong, holding over 80% market share. The employee payroll day at the beginning of each month is a major source of selling pressure.
3. After the on-chain US stock mcdx spikes, it surged 10 times, and Gate exchange has insufficient liquidity. Bybit also lists the on-chain US stock xstock.
4. The stablecoin USDF has de-pegged and plummeted; it is a stablecoin issued by DWF, claiming that 89% of its underlying assets are stablecoins and BTC.
5. The Trump family's DeFi project WLFI has received a $250 million investment from BN Lab, most likely from BN.
#美加征关税#