整理：Nona
This Week's Focus
The Hong Kong SAR government has released the “Hong Kong Digital Asset Development Policy Declaration 2.0,” which details the measures proposed in the first policy declaration from October 2022, focusing more on practical applications and ecosystem development, reaffirming the government's commitment to making Hong Kong a global innovation center in the digital asset field.
“U.S. Federal Housing Finance Agency: Proposes to Accept Bitcoin as Collateral for Mortgages”
If implemented, this could open new financing channels for over 65 million cryptocurrency holders across the U.S., while also sparking controversy over the volatility risk of collateral.
“A Good Card Doubles the Rise of Guotai Junan International? There’s a Bigger Reason Behind It”
Guotai Junan International is a brokerage that merely provides a channel for crypto services. Its connection to cryptocurrency is far less tight than that of “coin stocks.” Why can a license upgrade lead to such exaggerated stock price increases akin to “coin stocks”? Some in the market even believe that the national team is entering the crypto industry. This article analyzes the situation.
Iran and Israel reached a ceasefire agreement under U.S. mediation, with Trump boldly announcing “peace through strength”; meanwhile, Federal Reserve officials rarely released signals for rate cuts, suggesting a possible shift to easing policies in July.
“Bitcoin ‘State-Level HODL’ is Live, Why is Texas the First Stop?”
The state government passed two bills: allocating $10 million to purchase Bitcoin as a strategic reserve; authorizing the seizure of involved crypto assets and long-term locking. Leveraging energy advantages and regulatory innovation, Texas is creating a “one-way” Bitcoin black hole, being the first in the U.S. to build a sovereign-level digital asset reserve system.
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“Stablecoins: A Double-Edged Sword for Dollar Hegemony”
The U.S. “Genius Act” promotes the legalization of stablecoins, superficially strengthening dollar hegemony, but in reality, it hides risks. While stablecoins expand the use of the dollar in the short term, they weaken traditional financial weapons like SWIFT sanctions and give rise to global “synthetic currency” competition, potentially accelerating the loss of control over the dollar system.
“Can Bitcoin Save the Country? A Last-Ditch Effort in the Global Economic Dilemma”
Not only Pakistan, but Ukraine also hopes to include cryptocurrency in its national reserves. Brazil is also considering allocating 5% of its foreign exchange reserves to Bitcoin. We are witnessing the rise of a strategic Bitcoin economy, with countries actively adopting Bitcoin as a modern treasury tool.
The mechanisms and incentives of Bitcoin mining differ subtly from those of gold mining, and these differences ultimately have significant impacts on the economic structure and strategic layout of industry participants. This report will help you understand some of their similarities, but more importantly, the substantial differences between them.
“IOSG Explains Hyperliquid: The New Degen Arena”
Hyperliquid is a high-performance decentralized exchange (DEX) that focuses on on-chain perpetual contract trading, attracting large players and speculators with speed and depth comparable to centralized exchanges, though governance and risk mechanisms still face challenges.
“The Transformative Power of Africa's Cross-Border Payment Landscape”
From a comprehensive perspective of Africa's cross-border payment landscape, this report examines the butterfly effect that financial transformation can have. It provides a thorough insight into the African cross-border payment market, outlining market conditions and key trends, regional distinctions, payment path choices, and potential investment trends.
Ten News You Can't Miss This Week
Bloomberg: GF Securities Launches Tokenized Securities Supported by Offshore Renminbi and Interest-Bearing Tokens
Central Bank of Russia: Digital Ruble to Launch in September 2026
Hong Kong Government Releases “Hong Kong Digital Asset Development Policy Declaration 2.0,” Proposing the “LEAP” Framework
UAE Web3 Investment Fund Aqua 1 Invests $100 Million to Purchase WLFI
U.S. Federal Housing Finance Agency Director: Has Requested Fannie Mae and Freddie Mac to Explore Recognizing Cryptocurrency as Mortgage Collateral
Hong Kong Securities and Futures Commission’s “2024-25 Annual Report”: Total Market Value of Virtual Asset Spot ETFs Has Soared 95% Since Launch, Issued Licenses to 11 Institutions
Japanese Listed Company Metaplanet Raises $517 Million to Purchase More Bitcoin
Guotai Junan International Approved by Hong Kong Securities and Futures Commission to Provide Crypto and Other Virtual Asset Trading Services, Becoming the First Chinese-funded Brokerage
Xiao Feng: Hong Kong Stablecoin Licenses Will Not Be Limited to Hong Kong Dollar Stablecoins, Deployment Networks Can Be Decided by Issuers
Romania's New Government Plans to Tax Cryptocurrency Earnings
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