Crypto Assets Market Weekly Report: Bitcoin Gap Draws Attention, Analysts Optimistic About This Week's Trend

Market Observation

Last week, the U.S. market was closed for three days due to Independence Day holidays and the weekend, leading to tense market sentiment. The signing of the "Big and Beautiful" bill and adjustments to tariff policies became the focus. U.S. stocks reached new highs, but excessive bullishness may lead to increased volatility.

In terms of stablecoins, data shows that in the first quarter of 2025, the trading volume of USDT on a certain public chain exceeded 50% for the first time, surpassing Ethereum. Industry insiders believe that a compliant public chain that constructs a "issuance-scenario-assetization" closed loop will help stablecoins integrate into the financial system.

In the Bitcoin market, 8 dormant addresses that had been inactive for 14 years were activated, transferring 80,000 Bitcoins, causing market concerns. However, analysis suggests this may just be a technical upgrade. Traders are watching the gap around $107,570 in CME Bitcoin futures. Multiple analysts hold an optimistic view on this week's trend, with some expecting a potential new all-time high.

Regarding Ethereum, a well-known trader expressed optimism about the market this week. He believes that the market positioning of ETH has changed, and the current structural positions are at a low level. ETH is seen as the preferred choice for institutions betting on infrastructure and stablecoins, accounting for over 90% of the total locked volume of stablecoins. With the United States pushing for related regulations, ETH is expected to continue attracting institutional interest.

In the altcoin market, a certain ecosystem's Meme project is performing remarkably. One token issuance platform has surpassed competitors for the first time on multiple metrics, with a market capitalization reaching 11.5 million USD. The related token has seen a 24-hour increase of over 16%, and a growth of 60% in the past two weeks. Another project had a market capitalization that once exceeded 300 million USD. Meanwhile, a well-known entrepreneur announced the establishment of a new political party, with the related token achieving a 24-hour trading volume of 28.8 million USD.

Key Data

• Bitcoin: $109,165, year-to-date +16.58%
• Ethereum: $2,575.46, Year-to-Date -22.97%
• Fear and Greed Index: 52 (Neutral)
• Market Share: BTC 64.5%, ETH 9.2%
• 24-hour liquidation data: A total of 59,563 people were liquidated globally, with a total amount of 182 million USD.

ETF Flows (June 30 to July 6)

• Bitcoin ETF: Net inflow of $770 million, four consecutive weeks of net inflow
• Ethereum ETF: Net inflow of $219 million, with eight consecutive weeks of net inflows.

Today's Outlook

• A certain trading platform will delist multiple coin pairs.
• The President of the United States will send tariff letters to other countries.
• Multiple projects will undergo token unlocking

Hot News

• The heat of virtual assets spreads to A-shares, and many listed companies are being asked about their stablecoin layout.
• Pension consulting firms help clients allocate Bitcoin for high returns
• The Ethereum community fund is committed to promoting ETH to reach $10,000
• Analysis suggests that the Bitcoin treasury strategy dividend period may have ended.
• Data shows that over 30.4% of Bitcoin has not been moved for more than 5 years.

This week's market focus will be on the U.S. tariff policy, Bitcoin futures gaps, and the price trends of major Crypto Assets. Investors should closely follow related developments and manage risks appropriately.