GENIUS法案进众议院，鲍威尔拒谈7月降息：加密市场迎来政策风暴眼

The Policy Tsunami Hits Washington

The U.S. Congress is no longer just debating money—it’s debating the future of digital finance. The GENIUS Act has officially entered the House for review after passing the Senate, marking a critical step toward formalizing stablecoin regulation under federal oversight.

Despite Trump’s push for “lightning-fast” passage of a “clean version,” internal party fractures remain over whether to bundle it with market structure reforms. For me? This isn’t about politics—it’s about infrastructure.

Fed Stands Firm: No 7% Rate Cut in Sight

When asked directly if the Fed would cut rates at its next meeting in July, Powell said: “I don’t want to point to any single meeting.” That silence speaks louder than words.

It’s not that inflation isn’t cooling—it is. But Powell knows too well that premature easing could undermine credibility post-cycle. And no matter how much Trump pressures him, the Fed won’t act on political timelines.

Meanwhile, Glassnode shows long-term holders now control nearly 14.7 million BTC—almost all untouched since before 2023. That’s not panic selling; that’s conviction.

NYC Steps Into Crypto Governance

In Brooklyn, Mayor Eric Adams announced an ambitious digital asset roadmap: city services accepting crypto payments, blockchain education in public schools, and a new municipal advisory council focused on pro-crypto policy.

This isn’t just symbolism—the city is building actual infrastructure. If successful, New York could become America’s first fully integrated crypto-friendly metropolis.

And yes—I’m watching closely for signs of municipal BTC treasury adoption.

Hong Kong Opens Door for Multi-Token Stablecoins

Hong Kong’s regulatory shift is quietly revolutionary. According to HashKey Group CEO Xiao Feng, stablecoin licenses will allow issuance across any currency—USD, EUR, even JPY or gold-backed tokens—if backed by real assets.

You can run your own chain or deploy on Ethereum or Solana—no more one-size-fits-all design rules. Combined with Japan’s possible move toward separate crypto taxation (down from 55% to ~20%), we’re seeing global capital repositioning around true financial innovation zones.

Institutional Adoption Accelerates Across Oceans

Let’s talk numbers:

• Vinanz (UK): Bought 37.72 BTC → total holdings now at 58.68 BTC
• Bitmax (Korea): Upped its position to 300+ BTC—now Korea’s largest listed company holding Bitcoin
• The Smarter Web Co: Added 196.9 BTC → total of over 543 BTC — yes, more than some mining firms
• Vaultz Capital: First purchase of ten BTC at $104K avg price — signaling institutional entry into spot strategy And let’s not forget De Lin Holdings partnering with ViaBTC on a Bitcoin reserve fund—and launching an SFC-regulated virtual asset platform in HK soon.

trendline = \(BTC HODL momentum + institutional demand = structural support zone forming beneath \)65K? The data doesn’t lie—even if markets stutter daily.