Trump suspends crackdown on Iran as oil prices plunge! ETF lost 640 million, micro-strategy spent another 2 billion on buying sprees, SpaceX stock split triggered on-chain carnival, SEC is brewing new regulations on tokenized stocks, and crypto ATM giant declared bankruptcy

Original author：今日币圈快讯

Original source：https://www.youtube.com/embed/e24bRSaJBOY

1. Macro-Thunder: Trump suspended the crackdown on Iran. Oil prices fell, and SpaceX launched a stock split plan. The U.S.-Iran game turned around: Iran submitted its latest proposal, proposing a multi-stage ceasefire, and agreed to a long-term freeze on its nuclear program and the transfer of enriched uranium to Russia. Although U.S. officials initially believed that the proposal was not enough to reach an agreement, and the United States and Israel were even preparing to resume military strikes as soon as this week, U.S. President Trump subsequently announced that he had canceled a military attack on Iran scheduled for tomorrow at the request of Middle East allies. Trump said there was a high chance of reaching an agreement. Affected by this, international oil prices fell from highs, U.S. bond yields fell, and U.S. stocks rebounded. SpaceX's listing and the storm of technology giants: SpaceX officially notified investors of its "1-for-5" stock split plan in preparation for the upcoming IPO. The market expects its listing valuation to be as high as US$1.75 trillion, which will bring staggering returns to early-stage hedge funds. In addition, Musk’s lawsuit against OpenAI and its CEO was dismissed by the judge because it exceeded the statutory statute of limitations. Meta announced a restructuring plan, planning to lay off 10% of its employees and transfer 7,000 employees to AI projects to fully promote the development of AI Agent. A historic moment for the Federal Reserve: Trump will personally preside over the swearing-in ceremony for incoming Federal Reserve Chairman Kevin Warsh at the White House on Friday. This will be the first time the ceremony will be held at the White House since Greenspan, highlighting the extreme importance Trump attaches to the appointment. 2. The Crypto Market and Giant Whales: ETFs lost a lot of money due to extreme panic, and micro-strategies spent another 2 billion to buy BTC. Market sentiment dropped to freezing point: The cryptocurrency panic and greed index fell to 25 today, falling into the "extreme panic" range again. U.S. spot ETFs suffered heavy losses. Yesterday, the Bitcoin ETF had a net outflow of US$648 million, and the Ethereum ETF also had a net outflow of US$86.4 million. The negative premium for Bitcoin on Coinbase widened, indicating continued sluggish purchasing power in the United States. Institutions are hoarding money crazily: Despite the pressure on the market, top treasury companies are still collecting money on dips. Strategy spent US$2.014 billion to increase its holdings of 24,869 BTC last week, bringing its total holdings to 843,000. At the same time, Bitmine also spent approximately US$161 million to buy 71,672 ETH. Its chairman, Tom Lee, bluntly stated that Ethereum's fall below US$2,200 was an "attractive buying opportunity." Whale trends and confidence: On-chain data shows that the number of whale addresses holding more than 100 BTC reached 20,229, setting a new high for the year, showing that high-net-worth and institutional groups are still steadily accumulating core assets amid market fluctuations. However, in the derivatives market, the well-known giant whale "set 10 big goals first" to short Bitcoin, and the current floating profit has exceeded 12 million US dollars. 3. Industry security and compliance trends: SEC is planning an exemption for tokenized stocks, and Echo was robbed by 76 million hackers. SEC’s new actions and concerns about the bill: The U.S. SEC will launch an “innovation exemption” policy for tokenized stocks as early as this week, and plans to allow synthetic tokens that track stock prices to be traded on DeFi platforms. However, digital asset investment institution NYDIG warned that if the U.S. "Crypto Market Structure Act" misses the August congressional window, it may face the risk of being shelved. Crypto ATM giant goes bankrupt: Affected by continued escalating regulatory pressure and multi-state bans on crypto ATMs, Bitcoin Depot, the largest Bitcoin ATM operator in North America, announced that it had filed for bankruptcy protection, and its stock price plummeted 71% before the market opened. Hacker attacks and quantum threats: Echo Protocol, a cross-chain bridge on the Monad ecosystem, suffered a hacker attack. The attacker issued an additional 1,000 eBTC (approximately $76.7 million) and shuffled part of the funds into Tornado Cash. The protocol has currently suspended cross-chain transactions. In addition, Citibank issued a report warning that breakthroughs in quantum computing technology are accelerating and endangering the security of Bitcoin. Currently, about one-third of circulating BTC faces "excess quantum risks." 4. AI intersection and ecological crisis: Hyperliquid has become the biggest winner, Telegram has entered the AI ​​interconnection layer. Hyperliquid ecological explosion: Despite the weakening of the market, the Hyperliquid platform token HYPE has bucked the trend and strengthened. Its core benefit comes from the USDC revenue distribution agreement reached with Coinbase and Circle. Analysts estimate that this will bring hundreds of millions of dollars in additional revenue to the platform every year and form a powerful token repurchase force. At the same time, its online SpaceX pre-market contract also attracted extremely large trading volume. RWA and AI infrastructure are accelerating: The total scale of RWA (real world assets) on the chain has reached a record high of US$33.7 billion, and institutional tokenized U.S. debt is becoming a core driver. The founder of Telegram announced that it has opened direct communication between robots, marking the platform's evolution into an "AI agent interconnection layer" that allows AI agents to communicate and collaborate autonomously. At the same time, the mining company HIVE announced that it will spend US$2.55 billion to build a 320MW AI "super factory" in Toronto to accelerate the transformation to AI computing infrastructure.