Trump’s Tariff Policy 2.0 — Crypto Surges to All-Time High|Hotcoin Research Market Insights: July 7–11, 2025
Cryptocurrency Market Performance
The total cryptocurrency market capitalization stands at $3.68 trillion. BTC dominance is 63.9%, with a market cap of $2.35 trillion. Stablecoin market cap is $257 billion, up 0.83% over the past 7 days, with USDT accounting for 62.25%.
Regulatory Moves:
Circle (USDC) has applied for a U.S. National Trust Bank charter, enhancing its regulatory compliance.
Meme-Driven Liquidity:
The Trump Family USD1 token set a new record with a 24-hour trading volume of $1.25 billion, ranking just behind USDT and USDC.
BTC & ETH Price Action:
This week, BTC price trended upward with volatility, currently at $118,003, while ETH also showed upward volatility, priced at $3,011.
US Bitcoin Spot ETF: Net inflow of $2.7143 billion
US Ethereum Spot ETF: Net inflow of $907.8 million
Market Forecast
Stablecoins continue to expand. Significant net inflows into both Bitcoin and Ethereum spot ETFs in the U.S. support a bullish trend. BTC and ETH are in upward consolidation. RSI is at 62.87, indicating strength. The Crypto Fear & Greed Index is at 72, unchanged for two days — reflecting optimism but not extreme greed.
Trump’s Tariff Policy 2.0 imposed 20–50% tariffs on multiple countries but has had limited impact on crypto markets. The Fed’s September rate cut probability is 72.3%, while a move in July is unlikely.
Watch closely: U.S. “Crypto Week” from July 14–18, where the GENIUS, CLARITY, and other key bills will be reviewed. If passed, BTC may test $120K. If regulatory uncertainty rises, a pullback to $108K–110K is possible.
Weekly Recap:
BTC hits a new ATH of $118,000, liquidating $318 million in shorts.
Trump announces 50% tariffs on Brazil (effective August 1), prompting capital inflows to BTC.
U.S. Crypto Week (July 14–18) will review the GENIUS, CLARITY, and Anti-CBDC Surveillance State Act.
BTC spot ETFs saw $203 million daily net inflow, BlackRock’s AUM surpasses $78 billion.
ETH ETF inflows hit quarterly high, Fundstrat raises $250 million to buy more ETH.
GMX lost $42 million in a hack, offering a 10% bounty to recover funds.
XBIT DEX trading volume surged 300%, emerging as a safe-haven amid tariff crisis.
Fed June meeting minutes show internal division, dampening rate cut expectations.
85 core Hong Kong stocks tokenized, Pyth Network advances the RWA trend.
Bitcoin Asia 2025, Hong Kong Convention & Exhibition Centre, Aug 28–29
WebX Asia 2025, Tokyo, Aug 25–26
TOKEN2049 Singapore 2025, Oct 1–2
Project Developments
Tornado Cash co-founder Roman Storm trial begins July 14; some charges dropped, others remain.
U.S. Congress to vote on three key crypto bills starting July 14: GENIUS Act, CLARITY Act, Anti-CBDC Surveillance State Act.
Wormhole Staking Program: Round 1 reward claims end July 15; unclaimed rewards go back to SRP pool.
Sonic Labs will open S token airdrop Phase 1 claim window July 15–22.
Tuttle submits amendment to change launch dates for 2x leveraged crypto ETFs to July 16 — likely going live soon.
Key Upcoming Data & Unlocks
Important Dates
July 15, 8:30 PM (ET): U.S. June YoY CPI (unadjusted) release
July 17, 2:00 AM (ET): Fed Beige Book publication
Token Unlocks
Starknet (STRK) will unlock 127 million tokens on July 15, valued at approximately $18.54 million, accounting for 3.53% of circulating supply.
Sei (SEI) will unlock 55.56 million tokens on July 15, valued at approximately $17.87 million, accounting for 1% of circulating supply.
Arbitrum (ARB) will unlock 92.65 million tokens on July 16, valued at approximately $38.51 million, accounting for 1.87% of circulating supply.
ZKsync (ZK) will unlock 173 million tokens on July 17, valued at approximately $10.12 million, accounting for 2.42% of circulating supply.
ApeCoin (APE) will unlock 15.58 million tokens on July 17, valued at approximately $10.46 million, accounting for 1.95% of circulating supply.
Fasttoken (FTN) will unlock 20 million tokens on July 18, valued at approximately $89 million, accounting for 4.64% of circulating supply.
OFFICIAL TRUMP (TRUMP) will unlock 906 million tokens on July 18, valued at approximately $913 million, accounting for 9% of circulating supply.
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