特朗普上调关税，比特币跌破 10.8 万美元，抹去周末涨幅

According to Patrick Hansen, EU Policy Director at Circle, MiCA regulations have been implemented for 6 months for Crypto Asset Service Providers (CASPs) and 12 months for stablecoins. In July, there were new developments: 14 institutions from 7 EU countries were authorized to issue stablecoins, with 1 or 3 each from France, Germany, and other countries. They issue a total of 20 electronic currency tokens or single legal tender stablecoins, 12 of which are denominated in euros, 7 in US dollars, and 1 in Czech koruna. 39 CASPs have obtained MiCA licenses, distributed in 9 EU/EEA countries, covering traditional finance (such as BBVA, Clearstream, CACEIS), fintech (such as N26, Trade Republic, eToro, Robinhood), native crypto enterprises (such as Coinbase, Kraken, Bitpanda, OKX, Bitstamp), and other types. At present, there are no issuers of Asset Reference Tokens (ART), and there is a lack of relevant demand in the market. About 30 cryptocurrency whitepapers have been notified, and the transition period in multiple countries has ended. The Dutch Financial Market Authority is leading in issuing certificates, but more than 35 companies have been listed as non compliant CASPs by Italian regulators.

Odaily Planet Daily News: According to the latest data shared by Circle executive Patrick Hansen, the European Union has currently issued MiCA licenses to 53 institutions, allowing them to "passport pass" within the 30 countries of the European Economic Area without the need for individual applications to provide services. Among them, 14 companies have been approved to issue stablecoins or electronic currency tokens (EMT), including Circle, Crypto.com, Societe Generale, Stablemint, Quantoz, and StablR; Tether, as the issuer of USDT, has not yet obtained compliance licenses and is not listed. The other 39 approved providers of encrypted asset services (CASPs) include BBVA, Robinhood, Coinbase, Kraken, and OKX. Binance did not appear on this list.

According to The Block, the crypto advocacy group Stand With Crypto, in collaboration with 65 institutions, has sent a letter to the US House of Representatives urging lawmakers to support the Digital Asset Market Clarity Act. The bill will clarify the regulatory division between the SEC and CFTC, requiring cryptocurrency companies to disclose retail financial information and isolate customer funds. It is expected to enter the review process next week. On the Senate side, Banking Committee Chairman Tim Scott and Congressman Cynthia Lummis released relevant legislative principles last month, and a digital asset hearing will be held on Wednesday. The letter specifically mentioned the urgency of legislation, stating that the United States needs to establish a regulatory framework by the end of September to avoid falling behind global competition. However, the advancement of the bill faces the risk of politicization, and the Democratic Party may demand restrictions on the Trump family's related cryptocurrency businesses (estimated by Bloomberg to have profited approximately $620 million through the family's cryptocurrency projects). TD Cowen, an investment bank, analyzed that the Republican Party needs to strike a balance between meeting Democratic regulatory requirements and maintaining Trump's support.

ETH has declined, with a trading volume of $36.1 billion in the past 24 hours and a circulating market value of $311.1 billion, representing a 0.22% decrease in market value. Data for reference only

BlockBeats News: On July 8th, Goldman Sachs predicted that the Federal Reserve would cut interest rates in September, three months earlier than previously predicted. This shift reflects some early signs that inflation related to tariffs is milder than expected, while anti inflationary forces - including slowing wage growth and weakened demand - are forming. David Mericle, the chief economist of the bank in the United States, estimates that the probability of a rate cut in September is "slightly higher" than 50%. It is expected that a 25 basis point rate cut will be implemented in September, October, and December, and there will be two more rate cuts in early 2026. Goldman Sachs also lowered its expectations for terminal interest rates from 3.5% -3.75% to 3% -3.25%.