整理：Nona
Regulation/Macro
Ministry of Foreign Affairs spokesperson Mao Ning hosted a regular press conference. Mao Ning stated that the BRICS mechanism is an important platform for cooperation among emerging markets and developing countries, advocating for openness, inclusiveness, and win-win cooperation, without engaging in camp confrontation or targeting any country. "Regarding the imposition of tariffs, China has repeatedly clarified its position—there are no winners in a trade war or tariff war, and protectionism has no way out," said Mao Ning.
The Director of the Hong Kong Investment Promotion Agency, Liu Kaixuan, recently stated that there are currently stablecoin operators negotiating with their financial teams for opportunities to settle in Hong Kong. It is expected that relevant companies will land shortly after the "Stablecoin Regulation" takes effect next month. "In the past two and a half years, 630 mainland enterprises have settled in Hong Kong, accounting for about 48%; due to national policy support for enterprises going overseas, Hong Kong will become a springboard, and I believe that mainland enterprises will still account for a certain proportion among those settling in Hong Kong in the future."
Trump announced that tariff letters to various countries around the world will begin to be issued at 12 PM Eastern Time on July 7 (Hong Kong Time July 8 at 0:00).
Trump stated on Sunday that he has reached some trade agreements with trading partners and will send letters to other countries notifying them that tariff rates will increase. U.S. Secretary of Commerce Wilbur Ross told reporters that higher tariffs will take effect on August 1, but Trump "is currently formulating the rates and agreements." In April of this year, Trump announced a basic tariff of 10% on most countries, as well as additional tariffs of up to 50%, although he later postponed the effective date of tariffs for all countries to July 9 (excluding the 10% tariff). Ross's remarks suggest a three-week "stay" on tariffs. U.S. Treasury Secretary Steven Mnuchin previously made similar comments, stating that countries without agreements will face tariffs starting August 1, but denied that this date is a "new deadline."
Hong Kong Financial Secretary Paul Chan stated that the Hong Kong Monetary Authority is currently consulting the market on the implementation of regulatory guidelines, which will be announced within this month. The specific content will involve anti-money laundering and other related requirements. He also indicated that the number of stablecoin licenses issued will be in single digits, hoping to receive applications after the regulations take effect, with the goal of issuing licenses within this year. As for whether financial institutions that obtain licenses can issue stablecoins pegged to the Renminbi, he said that if it involves currencies from other jurisdictions, discussions with relevant institutions would be necessary.
The UAE Federal Authority for Identity, Citizenship, Customs and Port Security (ICP), Securities and Commodities Authority (SCA), and Virtual Assets Regulatory Authority (VARA) jointly issued a statement denying reports circulating on certain websites and social media platforms about the UAE granting golden visas to digital currency investors. ICP stated that the issuance of golden visas is based on a clear and officially approved framework and standards, which do not include digital currency investors. Eligible candidates include real estate investors, outstanding talents, and others. SCA reiterated that it regulates finance according to international standards, and that digital currency investments have specific regulations unrelated to golden visas, reminding investors to obtain information from official channels. VARA also denied that Dubai is granting golden visas to virtual asset investors, urging investors to only cooperate with regulated companies and clarifying that Toncoin is not under its permitted regulation. Previously, it was circulated on social media that Toncoin was cooperating with the UAE to provide 10-year golden visas to TON stakers, after which Zhao Changpeng stated that if the news were true, it would promote BNB to receive the same treatment, while TON Foundation CEO Max Crown claimed "the news is true."
Project/Company Updates
Guotai Junan Securities stated on July 7 on its interactive platform that its subsidiary, Guotai Junan Securities Limited, is preparing to apply for virtual asset-related trading licenses and has had multiple contacts with relevant institutions with rich experience in international and Hong Kong regions regarding this matter. The company will actively promote specific application matters. Guotai Junan Securities Limited holds business licenses issued by the Hong Kong Securities and Futures Commission, including: Type 1: Securities trading; Type 2: Futures contract trading; Type 4: Advising on securities; Type 6: Advising on corporate finance; Type 9: Asset management. The company will continue to increase its active expansion of overseas business, leveraging the advantage of its Hong Kong subsidiary holding complete licenses of Types 1, 2, 4, 6, and 9, achieving efficient business collaboration and providing relatively complete financing and investment services for its overseas clients. The application for the aforementioned virtual asset-related trading licenses still requires approval from the Hong Kong Securities and Futures Commission, and investors are advised to pay attention to investment risks.
FTX creditors' representative Sunil updated the information on FTX's debt distribution, stating that the total debt in restricted jurisdictions is $470 million, with Chinese investors being the largest group of FTX creditors, holding $380 million in debt (accounting for 82% of restricted debts). Additionally, there are $290 million in debts that have not completed KYC (Bahamas), disputed debts totaling $660 million, and a total of $1.4 billion awaiting claims resolution, with the total expected debt amounting to $11 billion.
Korean BNK Financial Group's affiliated companies, BNK Financial Holdings, Busan Bank, and Gyeongnam Bank, are submitting trademark applications related to a won-pegged stablecoin. BNK Financial Holdings has submitted 11 trademark applications, while Busan Bank and Gyeongnam Bank have submitted 10 and 4 applications, respectively. Additionally, Busan Bank and Gyeongnam Bank have joined the OBDIA Association, which is preparing for the issuance of bank-backed stablecoins.
The Turkish Capital Markets Board (CMB) has blocked 46 unauthorized websites providing cryptocurrency-related services, including PancakeSwap, citing violations of the Capital Markets Law.
OpenAI stated that the tokens provided by Robinhood are not equity in the company, and OpenAI neither cooperated nor recognized this issuance. In response, Robinhood CEO Vlad Tenev stated that while these tokens are not strictly equity (i.e., actual ownership of the company), "these tokens actually give retail investors access to these private assets." A Robinhood spokesperson stated in an email: "The issuance of these tokens benefits from Robinhood's ownership in a special purpose vehicle (SPV). Therefore, while we do not 'own stock' in the strict sense, these tokens give customers the opportunity to access the private market."
Important Data
Last week, net inflows into digital asset investment products reached $1.03 billion, marking 12 consecutive weeks of net inflows. Among them, Bitcoin investment products saw net inflows of $790 million, while Ethereum investment products saw net inflows of $226 million. By region, the U.S. led with $1 billion in inflows, followed by Germany and Switzerland, with inflows of $38.5 million and $33.7 million, respectively. In contrast, market sentiment in Canada and Brazil remains weak, with outflows of $29.3 million and $9.7 million, respectively.
Hong Kong stocks closed with the Hang Seng Index down 0.12%, and the Hang Seng Tech Index up 0.25%; cryptocurrency and related concept stocks led the gains, with Guotai Junan International (01788.HK) rising over 10%.
European listed company The Blockchain Group announced an increase of 116 Bitcoins for approximately €10.7 million, bringing its total holdings to 1,904.
UK-listed tech company The Smarter Web Company announced an increase of 226.42 Bitcoins, bringing its total holdings to 1,000.
Japanese listed company Metaplanet announced an increase of 2,205 Bitcoins for approximately $239 million, bringing its total holdings to 15,555.
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