观点：Visa和Mastercard股价下跌或反映区块链支付预期

Major cryptocurrencies, including BTC and ETH, experienced volatile trading as the dollar strengthened following new U.S. tariffs.

Bitget ATOM/USDT's perpetual trading volume surged 44 times within 10 minutes, with a turnover of 2.93 million US dollars in the past 24 hours, a decrease of 7.25% A surge in trading volume generally indicates an increase in market trading activity or large-scale fund buying and selling operations, which may be caused by certain important market changes or news announcements. According to AiCoin data, the comprehensive ranking of Bitget contracts ranks fourth globally

According to BlockBeats, on August 1st, officials from the Hong Kong Monetary Authority stated that the "invitation system" for stablecoin licenses is not an official statement, but rather a market interpretation. The 'by invitation' system does not fully reflect the licensing model of the Hong Kong Monetary Authority, as in fact, institutions that are willing or interested in applying can proactively communicate with the Hong Kong Monetary Authority in advance regarding licensing matters. A week ago, the Chief Executive of the Hong Kong Monetary Authority, Yu Weiwen, revealed that although it has been clarified that only a few stablecoin licenses will be granted in the initial stage, dozens of institutions have actively contacted the Monetary Authority team so far. The Hong Kong Monetary Authority also announced on July 29th that it encourages institutions interested in applying for licenses to contact the authority by August 31, 2025, so that the authority can convey regulatory expectations and provide appropriate feedback. Simultaneous licensing will be an ongoing process, and if individual institutions consider themselves fully prepared and wish to be considered as soon as possible, they should submit their applications to the Hong Kong Monetary Authority by September 30, 2025 or earlier. The Hong Kong Monetary Authority will maintain appropriate communication with institutions that have not been granted licenses in the first stage but intend to continue applying. In terms of licensing requirements, the Hong Kong Monetary Authority stated that institutions obtaining a stablecoin issuer license must meet three requirements: compliance (risk control), specificity (application scenarios), and sustainability (financial situation). In addition, the bureau emphasized that it will not disclose a list of institutions that express their intentions or submit applications to it.

According to The Block, Gemini co-founder Tyler Winklevoss expressed "serious concern" over former US President Trump's nomination of Brian Quintenz as Chairman of the Commodity Futures Trading Commission (CFTC). Winklevoss pointed out that Quintenz, as the global policy director of a16z and a member of the Kalshi board, has a conflict of interest and questions his ability to lead the CFTC. Recently, emails have been exposed indicating that Quintenz may be attempting to obtain non-public information related to Kalshi's competitors within the CFTC. The White House has requested the Senate Agriculture Committee to postpone the vote on its nomination, as the industry has expressed concerns about its policy stance, interests, and attitude towards the cryptocurrency industry.

BlockBeats News: On August 1st, according to HyperInsight monitoring, Giant Whale has withdrawn nearly 16.1 million USDC in the past 2 hours. Address 0x540545: Giant Whale has withdrawn about 7 million USDC in the past 2 hours; 0x9Cb4F2 address giant whale withdrew approximately 1.85 million USDC in the past 2 hours; 0xc68E69 address giant whale withdrew approximately 1.2 million USDC in the past 2 hours; 0x2ac1fA3 address giant whale withdrew approximately 2 million USDC in the past 2 hours; 0x29862 Address Whale withdrew approximately 4.05 million USDC in the past 2 hours; 0x3077fA Address: Giant Whale recharged approximately 1.85 million USDC in the past hour. Previously, it was reported that several whales had withdrawn over 6.4 million USDC before 10 am this morning, with a total withdrawal amount of over 22 million USDC as of now. In addition, due to the downward trend, some bearish positions in Whale ETH and BTC continue to be under pressure.