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【U.S. Trade Representative imposes 25% tariffs on some Brazilian goods, exempts beef and coffee】
The Office of the U.S. Trade Representative, at the direction of President Trump, imposes a 25% tariff on certain Brazilian goods under Section 301 of the Trade Act of 1974, and exempts Brazilian beef and coffee. #夏日創作營 #夏日创作营

#夏日創作營 #夏日创作营 【Iranian Ministry of Foreign Affairs Spokesperson: No Negotiation Plans at the Moment, Focused on Defense】

According to Iran’s Tasnim News Agency, an Iranian Ministry of Foreign Affairs spokesperson said that any aggression by Iran’s armed forces against Iranian territory will be met with an equivalent response. There are currently no negotiation plans; Iran is focusing on defense. The memorandum of understanding is a set of mutual commitments; if the other party violates it, Iran will also stop fulfilling its obligations.

Golden Finance reports that U.S. Federal Reserve Chair Wosh: over the next 12 months, artificial intelligence is expected to raise the observable price level, and whether AI will lead to inflation depends on the Federal Reserve. (Jin10)

【Waller: Recent inflation data doesn’t fully reflect real pressure; AI investment is beneficial for jobs in the short term】Golden Finance reported that on July 15, Federal Reserve Chair Waller said at a hearing on the “Federal Reserve Semiannual Monetary Policy Report” that recent inflation data cannot perfectly reflect underlying inflation conditions. He said that any central bank would be pleased when data moves in the right direction. One-off price changes do not necessarily lead to inflation. In addition, regarding the impact of artificial intelligence, he said that in the short term, AI i

[US stock storage shares fell collectively at the open, with SanDisk and Micron Technology down more than 2%] Golden Finance reported that on July 10, US stock storage shares fell collectively at the open. Among them, Marvell Technology fell 3%, SanDisk and Micron Technology fell more than 2%, while Western Digital, Rambus, and Seagate Technology fell more than 1%.

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[Nonfarm Payrolls Released Tonight at 20:30]
On July 2, the U.S. June nonfarm payrolls report will be released at 20:30 tonight, with the market expecting job gains to contract significantly to 110k. Employment growth had been strong over the previous three months, but the June "small nonfarm" (ADP) slowed more than expected, leaving global markets waiting with bated breath.

【South Korean Stock Index Opens with 5% Plunge】Golden Finance reported that on July 2, the KOSPI index opened down 416.54 points, a drop of 5.02%, at 7,886.87 points. The Nikkei 225 index opened down 459.85 points, a drop of 0.65%, at 70,015.11 points on July 2 (Thursday). (Jin Shi)

【Bitwise Europe Head of Research: BTC Is Likely to Bottom Before the Market's Widely Expected October Bottom】Gold Finance reported on July 2 that André Dragosch, Head of Research at Bitwise Europe, stated that July seems poised to become a turning point for BTC to shift from a bear market to a bull market. If semiconductor stocks see a sharp reversal from current levels, the Federal Reserve may respond with a dovish stance.
My personal base case is that Bitcoin is likely to bottom earlier than the widely anticipated October bottom in the market.

The sharp price volatility of STRC is a natural and crucial part of the cryptocurrency cycle. The market may already be close to the bottom.

Jinse Finance reports that on July 1, Strategy founder Michael Saylor said, "If we combine capital, credit, and currency, we can tap into trillions of dollars in opportunities. That's the holy trinity." "It is digital credit that allowed us to buy 175k bitcoins during this year's bear market."

【Important News from Last Night and This Morning (June 30 - July 1)】
Trump's crypto business revenue reached $1.4 billion, BlackRock deposited 260 million BTC, DeFi TVL fell below $70 billion, stablecoin Open USD received support from Visa and other giants, ENS governance controversy escalated.

【Circle has been removed from multiple Russell Growth Indexes, including the Russell 1000, Russell 3000, etc.】
On July 1, according to Simply Wall St, Circle Internet Group (NYSE: CRCL) has been removed from multiple Russell Growth Indexes, including the Russell 1000 Growth Index, the Russell 3000 Growth Index, and the Russell Mid-Cap Growth Index. This adjustment is part of Russell's latest annual index membership restructuring.
This removal has a material impact on Circle's visibility among index funds and certain institutional investors. Although Circle's core business remains centered arou

【Holding for over 5 months with a loss of $4.33 million, a whale sells 2,468 ETH】
A whale sold 2,468 ETH at an average price of $1,572 four hours ago, valued at $3.88 million, incurring a loss of $4.33 million. Over five months ago, the whale bought 2,468 ETH at a price of $3,327, valued at $8.21 million.

【ECB Governing Council Member De Marco: ECB can wait until next economic forecast to decide whether further tightening is needed】
On July 1, ECB Governing Council Member De Marco: ECB can wait until next economic forecast to decide whether further tightening is needed. After the drop in oil prices, the ECB should not rush into the next rate hike.