Key Market Information Discrepancy on August 4th - A Must-See! | Alpha Morning Report

Featured News

1. Jingdong, Ant Group May Face Challenges in First Batch of Hong Kong Stablecoin Licensees

2. This Week's Unlocking Data Overview: ENA, IMX, MOVE, and More to See Large One-Time Token Unlocks

3. Market Rebound: Some Altcoins Lead the Way in Rebound, with ENA Seeing a 17% Increase in 24 Hours

4. Influenced by Musk's Retweet, Grok Humanoid Companion Concept Meme Coin Sees Across-the-Board Increase

5. S&P 500 Maintains Position Above 20-Day Moving Average for 68 Consecutive Days, Market Volatility Expected to Intensify

Articles & Threads

1. "Decoding What Trump Wants to Hype, from the SEC's Project Crypto"

On July 31, SEC Chairman Paul Atkins announced a groundbreaking new policy— "Project Crypto." This blockchain transformation initiative led by the SEC has a clear goal: to fundamentally rewrite the regulatory logic of the United States in the era of cryptocurrency assets, allowing the financial market to "move onto the chain" and realize the grand vision outlined by the Trump administration—making the United States the "Cryptocurrency Capital of the World." The previous model of "enforcement-driven regulation" not only led innovative crypto enterprises to move to Singapore and Dubai but also missed the opportunity for the United States to lead the next generation of financial infrastructure. The launch of "Project Crypto," unlike the regulatory suppression tone of recent years, undoubtedly sends a strong signal to the entire industry: the United States' on-chain era starts now.

2.《The "Trump Factor" Behind American Bitcoin》

Early in Trump's second term, Asher Genoot, CEO of mining infrastructure company Hut 8, and Chief Strategy Officer Michael Ho enjoyed thin-crust pizza with Eric Trump at the Trump National Golf Club in Jupiter, Florida. Genoot recalled that they spoke for hours and proposed a business plan that piqued Eric Trump's interest: forming a Bitcoin mining alliance.

Market Data

Daily Marketwide Funding Heat (Reflected by Funding Rate) and Token Unlocks

Data Source: Coinglass, TokenUnlocks

Funding Rate

Token Unlocks