Regulatory & Institutional Adoption - Guotai Junan receives approval, marking the first Chinese state-backed Bitcoin trading [1] - Deutsche Bank launches custody services [1] - Sparkassen reverses its 3-year ban on Bitcoin [1] - Fannie Mae and Freddie Mac now consider Bitcoin in mortgage assessments [1] Market Dynamics & Investment Flows - Corporate Bitcoin holdings show companies bought 160,000 BTC versus 40,000 BTC mined in Q2, indicating strong demand [1] - Spot ETF inflows reached $46 billion last month [1] - Daily Bitcoin flows surpass gold, with $117 billion compared to $95 billion [1] Price Impact - Stock experiences a +200% increase [1] - $15 trillion in Assets Under Management (AUM) is potentially unlocked [1] - A potential supply shock is anticipated [1]