Yesterday, Microsoft hit a record high, and today, Apple hit a record high. The Dow Jones Index rose for seven consecutive days. Traders have fully digested the Fed's 25 basis point rate hike next week. Goldman Sachs and other mainstream Wall Street expect July to be the last rate hike. Apple's current market value is 3.06 trillion US dollars, which is about 5 times that of Pie.

The pancake is still the same pancake as yesterday.

(The market is volatile, so staying away is the best option!!!)

Back to the topic:

The U.S. Senate is preparing to pass a new bill to regulate the crypto industry that will impose strict anti-money laundering (AML) requirements on DeFi protocols. The bill, called the Crypto-Asset National Security Enhancement Act of 2023, will require DeFi protocols to implement bank-like controls on their user base.

The Hong Kong Monetary Authority has held two meetings with 100 senior financial executives, including representatives from Citibank and Singapore's DBS Group. A spokesperson for the HKMA responded that banks should not refuse to open accounts simply because of the industry in which a company operates, and that banks should try their best to meet the legitimate business needs of licensed companies in the broader field of virtual assets.

SG Forge, the cryptocurrency department of Societe Generale, has been granted a cryptocurrency license by the French financial regulator and can provide services such as digital asset buying, selling, trading and custody.

Venture capital firm CoinFund has raised $158 million in a new fund to support early-stage crypto startups.

Crypto venture capital firm Polychain Capital has raised about $200 million for its fourth fund and is still planning to raise about $400 million for its fourth fund. Polychain has raised three funds and reported $2.6 billion in assets under management.

Web3 infrastructure company RISC Zero has completed a $40 million financing round led by Blockchain Capital.

A Nevada court in the United States approved the bankruptcy management request of cryptocurrency custodian Prime Trust.

Since BlackRock applied for a spot ETF on June 15, cryptocurrency investors have poured a lot of money into BTC exchange-traded products at a record pace. K33 Research data shows that as of July 16, the BTC equivalent exposure of listed ETPs globally increased by 25,202 BTC (about $757 million) to 196,824 BTC.

Fidelity Digital Assets released the "Second Quarter Signal Report for 2023", and 47% of investors expect ETH to surpass BTC. The reason behind the report's bullish outlook for Ethereum is the network's higher destruction rate relative to token issuance, "new address trends" and the growth in the number of network validators. The report pointed out that the number of active ETH validators increased by 15% in the second quarter.

A survey report of CoinShares on asset management companies shows that BTC is considered to be the cryptocurrency with the greatest growth potential, but BTC still occupies the largest position in their investment portfolios. A total of 51 investors with a total asset management scale of US$900 billion participated in this quarterly survey, of which 43% of investors said that BTC's growth potential is better than ETH.

Mark Yusko, founder of Morgan Creek Capital, said that BlackRock's application for BTC ETF triggered the start of a new crypto bull market and became one of the catalysts for the next parabolic bull market. Speculators will flood into the market next year and the fair value of BTC will be about $55,000, but the bull market will encounter a "speculative peak" at some point close to the halving in April 2024.

Yesterday, Microsoft hit a record high, and today, Apple hit a record high. The Dow Jones Index rose for seven consecutive days, and the US stock market hit a 15-month high. Traders have fully digested the Fed's 25 basis point rate hike next week. Goldman Sachs and other Wall Street mainstreams expect July to be the last rate hike by the Fed. Apple's current market value is 3.06 trillion US dollars, about 5 times that of Pie.

Perhaps due to the warming external environment, the so-called experts are back to predict. Mark Yusko, founder of Morgan Creek Capital, predicts that the fair value of BTC will be $55,000 after the halving next year, and it will break through the historical high, and the speculative peak will appear. Tom Lee, managing partner of Fundstrat Global Advisors, said: BTC will rise by more than 500% in five years, and believes that the impact of spot ETFs is underestimated. PlanB is back too, predicting that BTC may reach $500,000 during the next halving event (the PlanB model was once very accurate, but later became outrageous).

The Federal Reserve is in a quiet period before its interest rate meeting. As for other economies, European Central Bank board member Stournaras said: Another 25 basis point rate hike would be enough. Inflation is falling and further tightening of policy may hurt the economy.

Bank of England Deputy Governor Ramsden said: It cannot be ruled out that interest rates will return to below zero in the next interest rate cycle, and room needs to be left for new quantitative easing policies. (Regarding the UK's easing policy, Satoshi Nakamoto once wrote the headline of the British Times in the Genesis Block: "The Chancellor of the Exchequer is on the brink of a second round of bailouts for the banking industry")

The U.S. CPI grew 3% year-on-year in June, moving toward the Fed's 2% inflation target. The money market expects the Fed to raise interest rates once more, suspend rate hikes for the rest of the year, and then ease by about 150 basis points next year.

An early ETH address moved 61,216.6 ETH yesterday. The address obtained 61,216.6 ETH from the Ethereum genesis block on July 30, 2015. At that time, the ETH price was $0.311. This was the first move after two encryption cycles, with a total value of $116 million.

Laojiucai: Leave the value to time. Don’t fight for a day, but fight for a complete cycle.