Group 1 - The approval of the REX-Osprey Sol+Staking ETF (SSK) marks the first cryptocurrency product allowing investors to earn yields through staking Solana tokens, reflecting a significant regulatory shift under the Trump administration [1][2] - The ETF will charge a fee rate of 0.75% and allocate at least 40% of its assets to other ETFs and exchange-traded products, primarily those registered outside the U.S., indicating a change in its investment strategy [1] - The SEC's evolving stance under the new leadership of Paul Atkins shows a greater openness to the cryptocurrency sector, potentially allowing more tokens to be classified outside of securities regulations [2] Group 2 - The introduction of staking yield ETFs is seen as a step towards integrating the crypto economy with public markets, making cryptocurrencies more accessible to traditional investors [2] - Despite the approval, there are ongoing uncertainties regarding the distribution, taxation, and reporting of staking rewards, which pose operational risks for ETF issuers [3] - The approval of SSK is expected to trigger a wave of new cryptocurrency ETF launches, with potential implications for the approval of spot Ether ETFs as well [3]

Group 1: Federal Reserve Policy - The market is focused on the Federal Reserve's interest rate policy, with officials indicating a cautious approach to potential rate cuts in July, with a probability of less than 20% [1] - Most expectations lean towards a rate cut in September or later, with a slight probability of over 50% for a September cut [1] - Labor market shows signs of slowing but remains strong, supporting the Fed's wait-and-see approach [1] Group 2: Cryptocurrency Market - Grayscale's ETH sell-off has been accounted for, but buying power remains, indicating a net inflow, although the amount is low, reflecting limited interest from traditional investors [4] - ETH has outperformed BTC in terms of net inflow, with ETH's inflow increasing by 8 times compared to BTC's 2 times [4] - BTC has not experienced large-scale liquidations recently, suggesting a potential for 20% volatility, typically indicating a trend [5] - BTC closed above 107,000, with a short-term upward wedge pattern indicating potential support [5] - ETH's holdings by U.S. ETF investors have surpassed 4 million, marking a historical high [6] Group 3: Market Sentiment and Strategy - The current market sentiment shows a divergence, with skepticism towards BTC's future while maintaining optimism for altcoins [8] - Strategies suggest a dual approach of long and short positions, especially in a volatile market [9] - Recent projects in the primary market have shown promising performance, contrasting with the sluggish secondary market [9]

Group 1 - The article discusses the significant drop in Bitcoin hash rate coinciding with the U.S. military's bombing of Iranian nuclear facilities, suggesting a potential link between the two events [1][3][5] - Iran is identified as a major player in cryptocurrency mining, with Bitcoin mining accounting for 4% to 8% of the global network at its peak, paralleling its oil export share [7][9] - The underground mining operations in Iran are extensive, with estimates indicating that illegal mining consumes nearly 400 times the power used by official mining activities [7][11][15] Group 2 - The Iranian government has historically been ambivalent towards cryptocurrency mining, initially viewing it as illegal but later recognizing it as a legitimate industry in 2019 [35][36] - The cost of mining Bitcoin in Iran is significantly lower due to cheap electricity, with mining costs around $1,000 per Bitcoin compared to market prices that can exceed $10,000 [35][41] - The Iranian Revolutionary Guard Corps (IRGC) plays a crucial role in the mining sector, controlling significant mining operations and benefiting from the lack of regulation in military-controlled areas [19][21][25] Group 3 - The article highlights the challenges faced by Iran's power infrastructure due to the high energy demands of cryptocurrency mining, leading to frequent power outages and societal discontent [43][45][49] - Despite the economic benefits of mining, the negative impact on the broader economy, including production losses estimated at $25 billion due to power outages, raises questions about the sustainability of this industry [51][52] - The article draws parallels between Iran and other countries with similar economic conditions that have embraced cryptocurrency mining as a means to generate revenue under sanctions or economic pressure [52][56][58]

金十图示：2025年07月01日（周二）全网加密货币实时爆仓数据 ...

推特：https://x.com/victalk6886 币安链接：https://www.binance.com/activity/referral-entry/CPA?ref=CPA_00AJKYPKEA 电报群：https://t.me/joinchat/EN6OG4vXZLw4MDg1 Telegram :victalk2021 #web3 #binance #eth #btc #crypto #币安 # #meme #川普 #比特币 #trump #$TRUMP #川普币 #马斯克 #gork ...

加密货币和传统金融将在未来合流。 Robinhood的CEO：加密数字货币是时候超越迷因币（memecoins）了。 ...

Core Viewpoint - The U.S. Supreme Court has rejected a request to protect Coinbase user data from being accessed by the IRS [1] Group 1 - The decision allows the IRS to obtain user data from Coinbase, which may impact user privacy and regulatory compliance [1] - This ruling could set a precedent for how cryptocurrency exchanges handle user data in relation to government inquiries [1] - The outcome may influence investor confidence in cryptocurrency platforms and their ability to safeguard user information [1]

加密货币市场的表面繁荣与深层隐忧 2025 年，加密货币市场看似迎来了高光时刻。比特币价格一路飙升，创下历史新高，成为市场瞩目的 焦点。与此同时，对加密货币持支持态度的美国总统特朗普上台，其家族也积极涉足加密领域，这无疑 给市场注入了一剂强心针。此外，一项备受期待的关键立法即将在国会通过，种种利好因素让整个加密 货币市场笼罩在一片乐观的氛围之中。 从机构行为的变化中，也能清晰地看出市场趋势的转变。继 Michael Saylor 的 Strategy 持续增持比特币 后，一批新的比特币积累者相继出现。4 月，与 Cantor Fitzgerald LP 关联的一家特殊目的收购公司与 Tether Holdings SA 和软银合作，成立了 Twenty One Capital Inc.，启动资金为近 40 亿美元的比特币。特 朗普家族也通过特朗普媒体科技集团筹集了 23 亿美元，用于建立比特币储备。虽然近期也出现了用于 积累部分山寨币的投资载体，但其规模远不及比特币相关投资。 不过，并非所有山寨币都在下跌。一些与活跃的 DeFi 协议相关的代币表现亮眼，如 Maker 和 Hyperliquid 今年已取得大 ...

基本最近加密和币股都围绕合规热潮主线推进，拿牌照是一个大家都绕不开的话题这两天看见 Plume 在合规方面的进展，发现他们拿到了欧盟的牌照，具备了在全欧盟交易的资格。加上投资人和团队的币都延长了锁定期，看得出他们团队确实是一个非常格局 + 长期主义的团队不过可能还是收到了山寨币整体行情低迷的影响吧，这两天发现山寨有所反弹，纳斯达克新高不少人都希望能借着行情好有一定风险资产的资金溢出，有这个机会希望庄们都别放过啊 🥲Plume China Community (@plumeinchina):https://t.co/pDWpaakhOq ...

说几件想做但一直没开始做 / 没做好的事：1. 健身2. 语言能力进一步提升，包括英语、韩语、日语3. 考 CFA、考证券从业资格证身体是基础；语言能力是敲门砖，尤其是韩国现在 crypto 开放程度这么高，学会韩语应该会增加一定优势；考证是增加合规 + 政策放开之后的竞争力由于家里人在 A 股饿了十年，我时常在想如果我也一直做无业游民在加密饿十年会如何——想想山寨高手，别说饿十年了，A 股还能饿十年温饱，山寨高手饿十个月都已归零这种焦虑时常萦绕着我。依靠理财（尤其是 DeFi 挖矿）的风险较高，提升个人竞争力的需求已迫在眉睫不过你要是三个月后问我进度多少了，有可能大概率这个进度条还在 0% 😅 ...