Global Financial Market Trends and Crypto Assets Market Analysis

1. International Political and Economic Situation

Trump announced a major trade agreement with Japan, where Japan will invest $550 billion in the United States, and the U.S. will impose a 15% tariff on imported Japanese goods. This move significantly impacts industries such as automobiles, driving up the Japanese stock market. The third round of China-U.S. trade negotiations is planned to take place next week in Stockholm, potentially involving topics such as China's purchase of sanctioned Russian and Iranian oil. The upcoming "AI Action Plan" to be released by the U.S. will focus on three main pillars: infrastructure, innovation, and global influence, promoting America's leading position in the field of artificial intelligence through streamlined processes.

Trump and Treasury Secretary Mnuchin publicly called for the Federal Reserve to cut interest rates to stimulate the economy. In response, renowned investor Ray Dalio analyzed that this debate is essentially a game about the value of currency. He pointed out that current market indicators such as the all-time high of the US stock market and the relative depreciation of the dollar have shown signs of loose monetary policy, predicting that the dollar will continue to weaken.

2. Crypto Assets Market Analysis

An analyst pointed out that stablecoins have revolutionized the field of cross-border payments, mainly because they address the pain points of the traditional financial system. Traditional cross-border payments rely on the SWIFT network, which has complex processes, high costs, and long cycles. Stablecoins complete transactions through peer-to-peer trading, avoiding the complicated overhaul of traditional financial infrastructure, making them particularly suitable for emerging markets with weak financial services.

After Bitcoin reached a historical high of $123,100, it entered a consolidation phase. Data shows that the market is in a "healthy but fragile balance." Several analysts are optimistic about the future, but warn of a possible short-term pullback. Some analysts predict that Bitcoin's ultimate target could reach $140,000.

Ethereum has pulled back after rising for eight consecutive days, with the current price around $3750. Analysts believe that the $3200-$3400 range may be an ideal opportunity to go long. Some predictions suggest that Ethereum may pull back to the $3000 to $3200 range in August, after which it is expected to challenge $4000 again, and even reach $8000.

In the altcoin market, a certain token's price skyrocketed to an all-time high after being integrated. Another platform's market share surged from 5% to 64% within a month. Popular conceptual tokens such as borderless e-commerce platforms and tokens related to Reddit community culture are performing actively.

3. Key Market Data

• Bitcoin: $118,684 (Year-to-date +26.9%), Daily trading volume $51.971 billion
• Ethereum: $3,732.23 (Year-to-Date +11.69%), Daily Trading Volume $48.862 billion
• Fear and Greed Index: 75 (Greed)
• Market share: BTC 60%, ETH 11.5%
• 24-hour liquidation data: 129,759 people liquidated, total amount 376 million dollars

4. ETF Capital Flow

• Bitcoin ETF: -$67.9322 million
• Ethereum ETF: +534 million USD, the third highest in history

5. Industry Trends

• A certain publicly listed company will be included in the Standard & Poor's 500 Index.
• A certain football-related platform will launch a token sale.
• A trading platform plans to distribute token airdrops.
• Trump plans to issue an executive order to promote the development of artificial intelligence.
• Multiple projects will undergo token unlocking

6. Market Hotspots

• Well-known analysts expect Bitcoin to reach $250,000 and Ethereum to reach $10,000 by the end of the year.
• An investment company acquired $182 million in stocks to support the advancement of the Ethereum treasury strategy.
• A Mexican real estate company plans to create a $10 billion Bitcoin vault.
• Several listed companies have increased their holdings of Crypto Assets
• A certain project has secured $1.5 billion in funding and will hold over 400,000 ETH.