LongCipher 2026-07-09 Financial and Technology Analysis

Оригинальный автор：LongCipher

Первоисточник：https://www.youtube.com/embed/5UKzLCtgXJc

Core Summary Macro Pressure and Bull Liquidation Crisis: Affected by the escalating geopolitical conflict between the United States and Iran, the surge in crude oil prices has driven the U.S. 10-year Treasury bond yield to rise to 4.57%, rekindling inflation concerns and expectations of a September interest rate hike. The current market panic index has dropped to 20 (extreme panic), and the market is facing great "deleveraging" pressure. If Bitcoin falls below US$60,470, it will trigger a series of liquidations of more than US$1.5 billion in long orders; at the same time, the withdrawal of funds from the market is accelerating, and Binance has a single-day net outflow of nearly 480 million USDT. The decline of classical altcoins and the rise of RWA/Agent infrastructure: As 40% of altcoins approach historical lows, compliant interest-earning assets such as tokenized U.S. stocks (RWA) have bucked the trend and attracted money. The more core transformation is the surge in the infrastructure of the "Agent Economy": Circle's USDC historical transaction volume has exceeded 90 trillion US dollars, and combined with the x402 protocol, it is becoming the underlying micropayment network for AI Agent automatic procurement services (such as smart contract security audits); BNB Chain has even created a new Layer 1 public chain with no memory pool and anti-clip MEV specifically for AI agent trading (Agentic Trading). AI hardware autonomy and developer ecosystem reshuffle: In order to get rid of dependence on NVIDIA's computing power, DeepSeek and Zhipu have successively launched plans to develop self-developed AI inference chips. On the software development side, the widespread popularity of AI coding assistants has forced DevOps tool chains (such as Causari) to evolve specifically for tracking "which large model the code was generated from." The power of AI has even directly led to the employment crisis for junior developers, and the job market is full of anxious low-level coders. A clear conclusion: The crypto market is in the midst of a short-term "liquidity pressure cooker" and a long-term "paradigm shift period." In the short term, geopolitics and macroeconomic expectations of high interest rates may pierce the fragile support of the market at any time, triggering a tragic liquidation of long positions. However, in the medium and long term, the value capture of the industry has completely shifted from "human speculation game" to "non-human economy" - that is, TradFi asset tokenization and AI Agent automated settlement. The core narrative of the future will be dominated by hard-core teams that can provide extremely fast settlement and underlying anti-pinch and error-proofing (such as high-performance infrastructure based on Rust) for AI.