📰 Market Update | Digital Assets & Policy Signals
📊 The UK FCA published landmark final crypto rules, requiring authorized crypto firms to meet capital, stress-testing, stablecoin, custody, and market integrity standards as the UK moves toward a mandatory regime in 2027.
📊 US spot Bitcoin ETFs posted their worst month since launch, recording around $4.5B in net outflows in June as institutional demand for BTC exposure remained under pressure.
📊 Japan-listed Metaplanet added 2,823 BTC in Q2, bringing its total Bitcoin treasury to 43,000 BTC and further strengthening the corporate Bitcoin treasury narrative.
📊 JPMorgan said Strategy’s new Bitcoin sales policy may add "two-way flow risk" to crypto markets, as potential BTC sales for preferred stock dividends create new uncertainty around corporate Bitcoin treasury flows.
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📰 Market Update | Digital Assets & Policy Signals
📊 US crypto market structure talks are moving toward a possible July Senate vote, while the Clarity Act still faces a tight legislative window.
📊 Deutsche Bank said Bitcoin’s recent move below $60K reflects a mix of hawkish Fed pressure, ETF outflows, concerns over leveraged corporate holders, and capital rotation into AI-related equities.
📊 Ethereum Foundation completes major restructuring: cuts ~20% of workforce (54 positions) and ~40% of 2026 operating budget, reorganizing into five focused clusters to prioritize core protocol development and long-term efficiency.
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📊 What does higher-than-expected US inflation mean for crypto markets?
Following May’s 4.2% CPI reading, HashKey Senior Researcher Tim Sun shared with @Cointelegraph that while rate hike expectations are rising, the likelihood of the Fed raising rates this year remains relatively low.
Higher inflation may delay rate cuts and keep liquidity conditions tight, creating headwinds for risk assets. Only when price pressures ease, rate cuts become viable, and liquidity improves can broader risk appetite meaningfully recover.
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