Waller wants to improve so much that Trump said: "This old boy can handle it, the next FED president will be the first choice"

Hello old friends, it's been a long time, and I miss you all. 🥰😘 I believe everyone is very concerned about where Bitcoin, Ethereum, and the U.S. stock market will go after reaching new highs? This week is Crypto Week, and there will be three important crypto bills passed, which could even fundamentally change the infrastructure of the crypto space. After these fundamental changes, how should we proceed in the future? Trump has been frequently pressuring Powell by using the renovation of the Federal Reserve headquarters as a breakthrough point, and his fate has attracted global capital attention. As a barometer, the Federal Reserve Chair plays a key role in guiding when interest rates will be cut. How will Trump conduct the next round of the tariff war on August 1st, two weeks from now? There are so many questions lingering in our minds, so instead of waiting for a better day, let's meet tonight at 8:30 with old partners @Phyrex_Ni @qinbafrank @Trader_S18 for a reunion 🤝 and discuss recent hot topics in "Let's Talk"~🙌

Brother Wu's tweet mind map, understand Brother Wu's thinking at a glance~

Understanding and iteration of the stablecoin bill, the integration of cryptocurrencies and stocks, and the development of the crypto industry. Thanks to mercy for bringing this up, it's a good opportunity to sort through past tweets. 1. Related to stablecoins 1) 20250327 A new wave of stablecoins is coming 2) 20250605 The stablecoin bill finds new purchasing power for US Treasuries, but it does not equate to debt reduction. 3) 20250621 The valuation logic of Circle 2. Deregulation and the integration of cryptocurrencies and stocks 1) 20241116 Outlook on US crypto industry policy during Trump's new term: "A future-friendly environment that encourages innovation in the crypto industry and a relaxed regulatory environment for crypto." 2) 20241207 Artificial intelligence and cryptocurrencies must take on the same historical mission as the "Information Superhighway" and "Star Wars" of the past. 3) 20250414 Discussing "deregulation" with the new SEC chairman 4) 20250513 Speech by the new SEC chairman on the trend of integration between cryptocurrencies and stocks 3. Tokenization of stocks and tokenized securities 1) 20250309 Optimistic about US stocks on the blockchain 2) 20250630 The integration and surge of stock tokenization and tokenized securities 3) 20250702 What new assets will emerge under the trend of cryptocurrency and stock integration? 4. Understanding altcoins and the iteration of the crypto industry 1) 20240725 Understanding and iteration of altcoins, how altcoins have developed into what they are today. 2) 20250603 It's time to end the era of crypto foundations.

Understanding and iteration of the stablecoin bill, the integration of cryptocurrencies and stocks, and the development of the crypto industry. Thanks to mercy for bringing this up, it's a good opportunity to sort through past tweets. 1. Related to stablecoins 1) 20250327 A new wave of stablecoins is coming 2) 20250605 The stablecoin bill finds new purchasing power for US Treasuries, but it does not equate to debt reduction. 3) 20250621 The valuation logic of Circle 2. Deregulation and the integration of cryptocurrencies and stocks 1) 20241116 Outlook on US crypto industry policy during Trump's new term: "A future-friendly environment that encourages innovation in the crypto industry and a relaxed regulatory environment for crypto." 2) 20241207 Artificial intelligence and cryptocurrencies must take on the same historical mission as the "Information Superhighway" and "Star Wars" of the past. 3) 20250414 Discussing "deregulation" with the new SEC chairman 4) 20250513 Speech by the new SEC chairman on the trend of integration between cryptocurrencies and stocks 3. Tokenization of stocks and tokenized securities 1) 20250309 Optimistic about US stocks on the blockchain 2) 20250630 The integration and surge of stock tokenization and tokenized securities 3) 20250702 What new assets will emerge under the trend of cryptocurrency and stock integration? 4. Understanding altcoins and the iteration of the crypto industry 1) 20240725 Understanding and iteration of altcoins, how altcoins have developed into what they are today. 2) 20250603 It's time to end the era of crypto foundations.

"Are stablecoins a conspiracy for the United States? Is the combination of coins and stocks a bigger mass adoption than imagined? Spring is coming for the E Guards?" Last weekend, I had the pleasure of having the opportunity to interview OG Frank @qinbafrank in the office. This low-key veteran investor and trader talks about stablecoins and the macro market with clear logic and comprehensive insights. He took me through the decade of consensus on Bitcoin, the American ambitions behind stablecoins, and the future of coin-stock integration. Frank believes that the crypto market is becoming more efficient, and stablecoins, coin-stock combinations, etc. will force the entire crypto industry to "self-revolution", from bubbles to fundamentals, from narrative to landing. He also did not shy away from pointing out the essential differences between ETH and BTC, as well as the fierce competition for stablecoins in the future. This is an in-depth interview with a high information density. If you still have questions about stablecoins, RWA, and the recent hot narratives, or are looking for a mental model to understand the new order of the crypto world - this article is recommended for everyone to read carefully!! 👇

"Are stablecoins a conspiracy for the United States? Is the combination of coins and stocks a bigger mass adoption than imagined? Spring is coming for the E Guards?" Last weekend, I had the pleasure of having the opportunity to interview OG Frank @qinbafrank in the office. This low-key veteran investor and trader talks about stablecoins and the macro market with clear logic and comprehensive insights. He took me through the decade of consensus on Bitcoin, the American ambitions behind stablecoins, and the future of coin-stock integration. Frank believes that the crypto market is becoming more efficient, and stablecoins, coin-stock combinations, etc. will force the entire crypto industry to "self-revolution", from bubbles to fundamentals, from narrative to landing. He also did not shy away from pointing out the essential differences between ETH and BTC, as well as the fierce competition for stablecoins in the future. This is an in-depth interview with a high information density. If you still have questions about stablecoins, RWA, and the recent hot narratives, or are looking for a mental model to understand the new order of the crypto world - this article is recommended for everyone to read carefully!! 👇

The recently released U.S. June CPI data shows that overall inflation is higher than the previous value but meets expectations, while the core CPI month-on-month is lower than expected. The Cleveland Fed's inflation forecast is very close to the actual published data. What do you think? The inflation data is higher than the previous value, but not higher than expected, which has an impact on the market but should not be too significant. It will slightly weaken momentum but has not reached the point of reversal. In the current market sentiment, it may be viewed as a one-time rebound. The slight drop in the ten-year U.S. Treasury yield after the data was released also indicates that the bond market sees the 0.2% month-on-month core CPI as favorable for interest rate cuts. As mentioned last night, "Greed is always harder to reverse than fear."