Geopolitics

The final transition period of the EU's Markets in Crypto-Assets Regulation (MiCA) officially ended on July 1, with the regulation fully taking effect. All crypto-asset service providers (CASPs) operating in the EU must now uniformly comply with a single EU rulebook. Currently, only 244 crypto companies have successfully obtained MiCA authorization, with a survival rate of less than 8%. Binance, having not obtained a license, has withdrawn its applications in Greece and other locations, facing a

Bitcoin (BTC) saw a slight short-term rebound, trading around $59,852 on July 2. The EU's MiCA regulations are now fully in effect, meaning crypto companies serving clients in the 27 EU member states must hold a license or cease operations, splitting the European crypto industry into winners and losers. American Bitcoin announced a reverse stock split after Nasdaq pressured it to delist. Macro Events & Crypto Hot Topics According to CoinDesk, the EU's crypto market entered a new era on Wednesday

According to Chainalysis, OFAC added 134 cryptocurrency wallet addresses to its ISIS-K sanctions list on July 1, comprising 131 on TRON and 3 Monero addresses. On-chain data showed the sanctioned TRON wallets received over $1.4 million and transferred over $880,000 since 2023. Tether has frozen the

According to Odaily, President Trump's latest financial disclosure filing reveals hundreds of millions of dollars in crypto-related income, including millions connected to the Trump family's DeFi project World Liberty Financial, intensifying congressional negotiations over ethics provisions in the p

According to latest reports, on Tuesday (July 1), a Democratic candidate backed by a Ripple co-founder-aligned crypto PAC won Colorado's primary and advanced to the November general election with $1 million in support from the

On July 1, 2026, the global asset market received a signal that was not entirely unexpected but nonetheless significant: Iran formally denied plans for a direct meeting with the United States in Doha. The previous day, U.S. President Trump posted on social media that Iran had proposed talks and that "talks will be held in Doha tomorrow." However, on June 30, Iranian Foreign Ministry Spokesperson Bagheri stated at a regular press conference that "no meetings at any level with the U.S. are schedul

Bitcoin (BTC) weakened further, briefly trading around $58,204 on July 1. Among approximately 3,000 crypto trading platforms in Europe that have not obtained MiCA licenses, about 80% face closure risks. After a court ruling, the Massachusetts Attorney General filed an amended lawsuit against Kalshi regarding sports betting. Macro Events & Crypto Highlights According to CoinDesk, the EU's Markets in Crypto-Assets (MiCA) regulatory framework will officially take effect on July 1 local time, requir

The EU's Markets in Crypto-Assets Regulation (MiCA) will take full effect on July 1 local time, and unauthorized crypto companies and exchanges will lose the qualification to provide services to EU customers. Cryptocurrency legal experts said that they receive a large number of inquiries from companies and founders looking to set up in the UAE every week, with more than half coming from Europe. Spain, Italy, and Germany are the top three countries with the highest number of inquiries. Legal Advi

According to a report, crypto companies have spent $189 million in the 2026 US election cycle so far, as crypto, big tech, and gambling interest groups collectively bet nearly $300 million on politicians in the primaries and

According to recent reports, SBI Group, a major Japanese financial institution, agreed to acquire cryptocurrency exchange Bitbank in a transaction valued at $289 million, further expanding its digital asset footprint across Asia. Simultaneously, Ripple's RLUSD stablecoin became the first U.S.

According to P2P transaction data, as of June 30, India's USDT premium has surged above 8.5%, with Tether trading at ₹102.88 against an official USD/INR rate of ₹94.65. The spike stems from regulatory enforcement actions that have constrained domestic stablecoin supplies and discouraged fresh

BTC Markets CEO Lucas Dobbins called for Australia to prioritise building regulated domestic digital finance infrastructure to avoid future reliance on offshore platforms, speaking at the DECA Conference in Sydney. Dobbins argued that Australia has established the necessary regulatory signals and te

The Supreme Court ruled on Monday that presidents can fire commissioners of independent federal agencies without cause, a 6-3 decision in Trump v. Slaughter that overturns the 1935 Humphrey's Executor precedent. The ruling arose from President Trump's firing of Rebecca Slaughter, a Democratic

Bitcoin (BTC) short-term rebound lacks momentum, temporarily reported around $59,807 on June 30. The U.S. housing bill containing a central bank digital currency (CBDC) ban has been sent to Trump, who will decide to sign or veto within 10 days. The UK Financial Conduct Authority (FCA) released the final crypto regulatory framework, with a mandatory licensing system taking effect in October 2027. Macro Events & Crypto Hotspots According to Cointelegraph, U.S. House Speaker Mike Johnson on Monday

U.S. President Donald Trump posted on Truth Social on June 30 that "Iran has proposed holding talks, which will be held in Doha on Tuesday," after which Bitcoin rebounded briefly but temporarily reported at $59,829, failing to reclaim the $60,000 threshold. The announcement of the negotiations came after a weekend of multiple military clashes between the U.S. and Iran and a temporary ceasefire agreement allowing commercial vessels to resume passage through the Strait of Hormuz. Weekend Military

Bolivia's Ministry of Economy issued Resolution 245 on June 26, transitioning from a fixed dollar exchange rate to a free flotation system after maintaining the rate at 6.96 bolivianos per dollar since November 2011. The new exchange rate opened at 9.73 bolivianos on Monday, representing a