金一文化：旗下公司开科唯识目前在探索和研究稳定币业务

Odaily Planet Daily News: Adam, a macro researcher at Greeks.live, stated in an article on X platform that the option delivery data on July 4th showed: 28000 BTC options have expired, with a Put Call Ratio of 1.07, a maximum pain point of $106000, and a nominal value of $3 billion. 237000 ETH options have expired, with a Put Call Ratio of 1.25, a maximum pain point of $2500, and a nominal value of $600 million. Today is the first delivery day after quarterly delivery, and the market is relatively stable. The recent hot topics have been on the tokenization of the US stock market, undoubtedly diverting the attention of the cryptocurrency market. Although BTC has once again hit a new high, market sentiment has clearly not been driven. From the main option data, in terms of implied volatility, BTC's IV is still hovering at a low level, with a short-term IV below 35%. ETH's IV has slightly fallen below 60%, indicating that there is still room for cross currency strategy operations in terms of volatility.

According to the Financial Times, Lorenzo Bini Smaghi, Chairman of Societe Generale and former member of the Executive Committee of the European Central Bank, wrote an article titled "Europe needs to overcome fear and embrace stablecoins", stating that Europe faces the risk of marginalization in the digital finance ecosystem. Currently, 99% of stablecoins worldwide are issued by the United States and denominated in US dollars, and the euro has almost no presence in emerging fields. Although the European Union has launched the world's most comprehensive cryptocurrency regulatory framework, MiCA, requiring stablecoin issuers to hold high liquidity reserves of 30% cash and 70% high rated sovereign bonds, cultural risk aversion still hinders innovation, and European banks view stablecoins as a threat and lack investment motivation. The author points out three major cognitive misconceptions: underestimating the strategic value of tokenization technology; Misunderstanding that it can isolate the impact of global stablecoins; Not realizing the negative threat to monetary sovereignty. The article emphasizes that the European Central Bank has institutional advantages in leading stablecoin regulation, and the current moment is a key opportunity to reverse the impression of "excessive regulation". If it hesitates any longer, Europe will lose its voice in the future global financial landscape.

Odaily Planet Daily News: Alpine Fox LP founder Mike Alfred announced in an article on X platform that he has reached an agreement with a whale buyer to purchase approximately 8000 BTC. Mike Alfred said, "A super whale buyer contacted me in the past hour and we have reached an agreement on trading over 8000 bitcoins. Selling pressure in the public market will decrease, and prices are expected to rebound before next Monday

According to Ledger Insights, the Bank of England expressed a forward-looking stance on digital innovation this week, with its executive director Sasha Mills stating an "open attitude" towards the use of stablecoins for wholesale payments, in contrast to last week's report by the Bank for International Settlements listing stablecoins as "unreliable currencies". Mills emphasized that financial stability is the top priority, but after the legal revision, the central bank needs to balance innovation and regulatory methods. There is a significant shift in policy: the Bank of England has for the first time relaxed its use of stablecoins in the wholesale market, but still favors central bank monetary settlement; The retail sector has relaxed reserve requirements, allowing some investments in high-quality assets, while setting up temporary holding limits for individuals and enterprises to prevent deposit loss. Technically, the central bank is developing a synchronization system to enable DLT transactions to be settled through the RTGS system. Mills calls for industry collaboration to build a 'hybrid ecosystem' and highlights the potential of public chains as a connecting layer, emphasizing that London needs to shift from technology demonstrations to building a new generation of financial systems. Earlier yesterday, the Governor of the Bank of England warned that stablecoins pose a threat to public trust in currency.

According to Foresight News, according to @ ai_9684xtpa monitoring, the giant whale holding at least 80000 BTC is not Satoshi Nakamoto, but belongs to "independent miners". The amount of BTC held by this miner is 13.4% of the micro strategy position and 6.35% of the Satoshi Nakamoto position, with a value of approximately 7.55 billion US dollars. It is worth noting that its BTC cost is as low as $0.76, with profits exceeding 140000 times. In contrast, the spot trading volume of BTC on Binance in the past 24 hours was only $1 billion.