Headlines
▌The United States and the European Union reached a 15% tariff agreement
On July 27, local time, US President Trump said that the United States has reached a 15% tariff agreement with the European Union. Trump said that the European Union will increase its investment in the United States by $600 billion compared with before, the European Union will purchase US military equipment, and will purchase $150 billion of US energy products. European Commission President von der Leyen said that the EU and the United States have agreed to implement a unified 15% tariff rate, and all kinds of goods, including automobiles, will be subject to this tariff standard. Von der Leyen said that these trade agreements with the United States will bring stability to the market. (CCTV News) ▌Vitalik retweeted "Ethereum 10 years of zero maintenance" Vitalik Buterin retweeted on X platform: Ethereum has been online for ten consecutive years, with zero suspension and zero maintenance. At the same time, Facebook was down for 14 hours, Cloudflare abandoned 19 data centers, and other Layer 1 networks had multiple problems. Ethereum will never stop, whether it is forks, crashes, bubbles, lawsuits, hacker attacks, or various dramatic events that the Internet may cause. Despite the collapse of banks and the need for server repairs, Ethereum continues to run.
Market
As of press time, according to CoinGecko data:
BTC price is $119,413, up 1.2% in 24 hours;
ETH price is $3,854.90, up 2.9% in 24 hours;
BNB price is $841.51, up 5.8% in 24 hours;
SOL price is 187.92 US dollars, up and down 24 hours +1.6%;
DOGE price is 0.2406 US dollars, up and down 24 hours +1.9%;
XRP price is 3.23 US dollars, up and down 24 hours +1.6%.
TRX price is 0.3201 US dollars, up and down 24 hours +0.1%.
Policy
▌Trump: Considering reaching an agreement with three to four other countries
Trump said that the United States is considering reaching an agreement with three to four other countries. Most agreements will involve certain tariffs. The United States will maintain low tariffs on other countries. Countries will receive clarification or confirmation letters in the next week. The confirmation tariff letter will be sent before August 1.
▌US Secretary of Commerce: The deadline for tariff increases on August 1 will not be extended
According to CCTV News, US Secretary of Commerce Lutnick said in an interview that the United States will no longer extend the deadline for tariff increases on August 1. Lutnick said that the goal of US President Trump's negotiations with the European Union is to get the European Union to open its market for US exports. Europe needs to reach an agreement with the United States and also hopes to reach an agreement with the United States.
Blockchain Applications
▌Total NFT sales on the Solana chain reached US$6.4 billion
According to the latest data from CryptoSlam, the total NFT sales on the Solana chain reached US$6,402,134,350, and the on-chain NFT transaction volume was approximately 65,950,954 transactions, of which the number of on-chain buyers was 6,427,128 and the number of sellers was 3,490,603.
▌Fu Shi Financial's subsidiary submitted an application to the Hong Kong Securities Regulatory Commission to obtain a virtual asset service license
Fu Shi Financial (02263.HK) announced that the company's indirect wholly-owned subsidiary, Jia Fu Da Securities Co., Ltd., submitted an application to the Hong Kong Securities and Futures Commission on July 25, 2025, aiming to provide virtual asset trading and/or consulting services as an intermediary under the Type 1 (Securities Trading) regulated activity license under the Securities and Futures Ordinance (Chapter 571 of the Laws of Hong Kong).
Cryptocurrency
▌Michael Saylor plans to bring bitcoin-backed 'money market-style' financial instruments to Wall Street
Strategy has launched a $2 billion "Stretch" variable preferred stock offering, offering a 9% floating dividend. The product does not give investors direct exposure to bitcoin, but uses the bitcoin's historical return characteristics to maintain a high dividend. The offering, called STRC, was so popular with investors that the company quadrupled the size of the offering. It could represent a new type of investment vehicle that can introduce bitcoin's potential to traditional finance's income-focused investor base.
▌Michael Saylor releases Bitcoin Tracker information
Strategy founder Michael Saylor once again released information related to Bitcoin Tracker and said, “It all began with a quarter billion in bitcoin.”
▌An address suspected to be associated with DeFiance Capital increased its holdings of 30,366 ETH, worth $114 million
According to Lookonchain monitoring, a wallet possibly associated with DeFiance Capital has increased its holdings of 30,366 ETH, worth $114 million, in the past 28 hours.
▌Ethereum's monthly increase is expected to hit a record high since July 2022
According to market information, Ethereum has recorded a 53.25% increase this month. If it maintains this level in the remaining few days, Ethereum is expected to enter the top 10 of its historical monthly increase this month. In addition, Ethereum's most recent monthly increase of more than 53.25% was 56.69% in July 2022.
▌Visa's head of cryptocurrency business: The rise of stablecoins is an opportunity, not a threat
Cuy Sheffield, head of Visa's cryptocurrency business, said he is not worried that the rise of stablecoins may pose a risk to traditional payment companies, even if stablecoins provide consumers with a new way to pay without a credit card. The payment giant sees the rise of stablecoins as an opportunity. Cuy Sheffield pointed out that stablecoins do not solve too many problems for retail payments, because data shows that most of the stablecoin transaction volume comes from high-value transfers rather than retail transactions. He added that the opportunities for stablecoins are mainly in emerging market-centered economies outside the United States, which have demand for US dollars but do not have many channels to obtain US dollars.
▌The total market value of cryptocurrency exceeds 4 trillion US dollars
Data shows that the total market value of cryptocurrency has exceeded 4 trillion US dollars, currently at 4.004 trillion US dollars, with a 24-hour decline of 2.8% and a 24-hour transaction volume of 121.8122 billion US dollars. Currently, BTC has a market share of 59.1% and ETH has a market share of 11.6%.
Important Economic Dynamics
▌US Secretary of Commerce: EU will open its $20 trillion market
According to CCTV News, US Secretary of Commerce Lutnick posted on his social media on the 27th that US President Trump has opened the door to one of the world's largest economies, and the EU will open its $20 trillion market and fully accept US automotive and industrial standards for the first time. In addition, the EU will purchase $750 billion in energy products from the United States and invest $600 billion in the United States. The US tariff on EU exports to the United States will all be set at 15%.
▌The probability of the Federal Reserve keeping interest rates unchanged this week is 97.4%
According to CME's "Fed Watch": The probability of the Federal Reserve keeping interest rates unchanged in July is 97.4%, and the probability of a 25 basis point rate cut is 2.6%. The probability that the Federal Reserve will keep interest rates unchanged in September is 35.9%, the probability of a cumulative 25 basis point rate cut is 62.4%, and the probability of a cumulative 50 basis point rate cut is 1.6%. (Jinshi) ▌South Korea's Finance Minister may hold tariff talks with the United States on July 31 ▌According to Yonhap News Agency: South Korea's Finance Minister may hold tariff talks with the United States on July 31. ▌Is BTC a safe haven during the trade war? ▌Bitcoin's growing resilience stems from its increasingly mature market, growing institutional adoption, and its appeal as a non-sovereign, transferable hedging tool during times of financial or geopolitical stress. While it is not yet the ultimate safe haven, it has clearly transcended its speculative roots and is winning a place. Part of this growing momentum is structural. The Bitcoin market has matured over the past few years. Institutional adoption has increased. Spot Bitcoin ETFs are now available on major markets. Custody solutions are more established. Perhaps most importantly, there is a broader understanding of what Bitcoin is. Bitcoin is no longer just a speculative currency. It is a tool to assert financial sovereignty, hedge against fiat currency debasement, and push the boundaries of politicized financial infrastructure. Moreover, Bitcoin is completely non-sovereign. In the context of a trade war, where fiat currencies can be weaponized and capital controls are deployed, Bitcoin is extremely attractive to those who want to move money across borders without interference. It is portable, permissionless, and increasingly liquid. These three qualities are exactly what people crave in times of crisis. This does not mean that Bitcoin is now the undisputed king of safe haven assets. Gold still plays that role for most conservative investors around the world. The US dollar remains the default choice when people seek liquidity in a crisis. Bitcoin's price volatility can still make people nervous. But you will see it mature in market chaos. It is no longer as marginalized as it once was.
Anais
Catherine
Kikyo
Weatherly