6.26 News Focus Points


Market differentiation: Bitcoin (BTC) shows strong performance, significant ETF capital inflows.
(547 million yuan), institutional players dominate the market, and retail funds have limited impact.
Altcoin funding is insufficient and performance is poor.
Key Information:
The Japanese company Metaplanet has made a large purchase of 1234 BTC, becoming the largest in the world.
The company's holding is in the seventh position. The risks of high leverage trading are becoming apparent, with investors using 50x leverage.
Encounter liquidation.
The Trump Family Coin WLF is preparing to launch a transfer function, possibly in conjunction with news to drive up the price.
SharpLink Gaming has quietly accumulated 194,000 ETH, showing the Ethereum giant.
Strong buying intention of whales.
Market Dynamics in Hong Kong:
As many as 40 companies are queuing at the entrance of the Hong Kong Securities and Futures Commission to apply for licenses, and the compliance process is accelerating.
Fast.
Chinese-funded brokerages enter the market through "backdoor listing" methods, relying on services such as HashKey.
Business.
U.S. Policy Trends:
The FHFA Director proposed to allow Fannie Mae / Freddie Mac to accept cryptocurrencies as loan collateral.
Collateralization, if implemented, will bring massive capital inflow to the cryptocurrency sector.
Thinking:
The continued buying trend of BTC by institutions is significant, and the inflow of ETF funds exceeds expectations.
The compliance of the Hong Kong market is rapidly improving, but the distribution of licenses is uneven.
The potential of the Trump concept coin is emerging, with dual benefits from the lifting of restrictions and policy support.
If there are suitable opportunities in the evening, I will make 1-3 ETF trades on the short term.