Daily Market Dispatch – August 7, 2025 Overview The crypto market climbed overnight, with the total market cap rising 2.85% to $3.82 trillion as Bitcoin reclaimed ground above $116,000. The real headline, however, is policy. U.S. President Donald Trump will sign an executive order Thursday that could bring crypto into U.S. retirement plans, according to a senior White House official cited by CNBC. The directive would pave the way for private equity, real estate, and digital assets to be included in 401(k) portfolios. It instructs the Labor Department to reexamine ERISA guidance and work with the Treasury and SEC to explore rule changes. While implementation details remain unclear, the move signals a broader shift toward normalizing crypto in long-term, regulated investment products and reflects Washington’s recalibrated stance on digital assets. Bitcoin Bitcoin rose to $116,430, its highest level this month, up 1.24% in 24 hours. Renewed expectations of a September Fed rate cut, following last week’s weak labor data, continue to support risk assets broadly. The CME’s FedWatch tool now sees a 93.4% chance of a 25bp cut, with Polymarket pricing in 79%. ETF flows confirmed the rebound: spot Bitcoin ETFs saw $91.55 million in net inflows on August 6, breaking a four-day streak of redemptions. Institutional interest appears to be returning, further evidenced by the State of Michigan Retirement System disclosing Bitcoin ETF exposure in its latest quarterly update. Yet despite the rally, Bitcoin's 30-day implied volatility has dropped to 36.5%, its lowest since October 2023, when BTC traded under $30,000. The decoupling of price and volatility signals a maturing market structure, reinforced by the rise of structured yield strategies like covered calls. Macro & Markets President Trump’s new tariffs formally took effect at midnight, raising the average U.S. tariff rate to 15.2%—the highest since World War II. Major trading partners, including the EU, Japan, and South Korea, accepted 15% rates to avoid harsher terms. Others, including Switzerland and India, faced steeper penalties—India's levies were doubled to 50% over its Russian oil purchases. Markets reacted with cautious optimism. The Nasdaq closed up 1.2%, helped by exemptions for chipmakers and talk of Trump nominating dovish Fed governors. Meanwhile, the Bank of England cut rates to 4% on Thursday morning, signaling a coordinated global tilt toward easing. Ethereum & Stablecoins Ethereum outperformed BTC, gaining 4.13% to trade near $3,835. Daily on-chain transactions reached 1.87 million, just shy of their all-time high. ETF flows were supportive, with $35.12 million in net inflows across ETH spot products – only Grayscale recorded a net outflow. Stablecoin volume surged to $1.5 trillion in July, setting a new monthly record. Corporate Activity & Global Trends Corporate momentum in crypto continues to build. Ripple will acquire stablecoin platform Rail for $200 million to strengthen its position in cross-border payments. Tether is leading a €30 million round in Bit2Me, а Spanish exchange. In the U.S., Parataxis Holdings is merging with a SPAC to raise up to $640 million for a Bitcoin treasury vehicle to be listed on the NYSE. Meanwhile, SBI Holdings has filed for Japan’s first dual Bitcoin–XRP spot ETFs, signaling growing institutional demand across global markets. Looking Ahead Crypto remains relatively insulated from direct tariff effects, though analysts warn that rising infrastructure and import costs could pressure mining, while macro instability may further boost the appeal of Bitcoin as a non-sovereign asset. Bitcoin’s calm is proving more telling than its volatility. ETF inflows, regulatory clarity, and long-term adoption milestones – from pension funds to global asset managers – are aligning beneath the surface. — Stella Zlatareva, Nexo Dispatch editor For informational purposes only; not financial or investment advice.

news.curve.finance

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Heads up, Conflux Fam! The results of the Round 16 vote are about to go live on August 10, 2025, based on PoW block height. Here's what’s changing: 🔹 PoW block rewards will be reduced from 1.60 → 0.80 CFX per block 🔹 Interest rate will be lowered from 6.50% → 3.26% 📌 Following the earlier CFX burning plan, the 500M CFX that was staked will be unstaked on August 11. The staking rewards will stay locked for at least two years. After that, the community will decide whether to burn them or use them to support the Conflux Ecosystem Fund.

forum.conflux.fun

Heads up, Conflux Fam! The results of the Round 16 vote are about to go live on August 10, 2025, based on PoW block height. Here's what’s changing: 🔹 PoW block rewards will be reduced from 1.60 → 0.80 CFX per block 🔹 Interest rate will be lowered from 6.50% → 3.26% 📌 Following the earlier CFX burning plan, the 500M CFX that was staked will be unstaked on August 11. The staking rewards will stay locked for at least two years. After that, the community will decide whether to burn them or use them to support the Conflux Ecosystem Fund.

forum.conflux.fun