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Market Trends
Total cryptocurrency market capitalization remains flat at $2.69 trillion. Bitcoin (BTC) has increased by 0.6% over the past 24 hours, with a trading price of $78,500; Ethereum (ETH) is up 1.0%, reaching $2,310. All sectors recorded gains, with the AI sector leading at a 6% increase, while other sectors rose between 0% and 3%.
Federal Reserve Policy Shift: From Rate Cut Expectations to Neutral Stance
The internal debate within the Federal Reserve has undergone a substantial shift—from a focus on "when to cut rates" to exploring "under what conditions to raise rates." This shift was disclosed in post-meeting analyses, rooted in several regional Fed presidents publicly opposing language in the meeting statement that suggested "a rate cut is the most likely next step." Currently, Fed officials have adopted a neutral stance, mainly concerned that ongoing energy shocks caused by disruptions in the Strait of Hormuz supply chain could lead to prolonged inflation. This macroeconomic change poses significant headwinds for risk assets like cryptocurrencies: the prospect of sustained high interest rates will weaken market liquidity and suppress investor risk appetite. The debate over future monetary policy directions will be a key issue facing the new Fed chair, further increasing market uncertainty.
Coinbase Reaches Key Agreement on Stablecoin Legislation, Paving the Way for Senate Vote
A significant piece of cryptocurrency legislation in the U.S.—the Clarity Act—has reached a crucial compromise on stablecoin yield payments. The agreement prohibits direct interest payments on stablecoin holdings but sets important exceptions for "activity-based or transaction-based rewards." For exchanges like Coinbase (which earned $1.35 billion from stablecoins in 2025), this outcome is bittersweet: on one hand, it avoids a complete ban on reward mechanisms; on the other, it introduces a new and more complex compliance framework. The agreement clears a major obstacle in the Senate Banking Committee’s progress on the bill, marking an important step toward regulatory clarity for the U.S. stablecoin market—despite the high complexity of this step itself.
Report Reveals Iran’s Leading Exchange Nobitex’s Connections to Political Elites
A Reuters investigation uncovered that Nobitex, Iran’s dominant cryptocurrency exchange founded by brothers from a political family with close ties to Iran’s top leadership. The report details that this exchange, which handles about 70% of Iran’s crypto trading volume, is linked to sanctioned entities and has received hundreds of millions of dollars from wallets associated with the Central Bank of Iran. For investors, this news heightens geopolitical and regulatory risks facing the crypto industry. It provides concrete evidence that digital assets are being used to circumvent sanctions, increasing the likelihood of stricter regulations and enforcement actions worldwide; any platform found to have facilitated Nobitex’s trading could face penalties.
Brazil Bans Cryptocurrency Use in Cross-Border Payments
The Central Bank of Brazil has prohibited licensed foreign exchange service providers from using cryptocurrencies (including stablecoins) in cross-border remittance settlements, closing a potential digital asset payment channel.
Strong Inflows into U.S. Spot ETFs
U.S. spot Bitcoin ETFs saw a net inflow of $629.8 million yesterday, and spot Ethereum ETFs attracted $101.2 million, indicating that investors continue to express demand for crypto assets through traditional financial instruments.
New Proposal Addresses Bitcoin Quantum Computing Risks
A new proposal suggests a method that allows early Bitcoin holders to safeguard their assets from future quantum computing threats by creating proof of ownership without transferring tokens, thereby enhancing Bitcoin network security in the long term.
Ethereum Gas Limit to Increase After Upgrade
The Ethereum Foundation confirmed that after the upcoming Glamsterdam upgrade, the network’s Gas limit will be raised to 200 million, aiming to increase transaction capacity and support lower fees.