Act I : The AI Prophecy 價格ACT

RT @Cointelegraph: 🇺🇸 TODAY: The bill to ban congressional stock trading, the PELOSI Act has passed out of committee with an 8-7 vote. http…

6/ 法规推进与币股轮动相互强化 GENIUS Act 等稳定币立法议案的推进，为机构入场提供合规支撑，也助推更多公司公开其加密财务策略。 这类行为不仅吸引资金关注，也助推“币股”价格联动愈加敏感与放大。

If last week proved anything, it's that regulation doesn’t just set the tone, it redirects capital. $BTC's surge to $123K wasn’t just driven by sentiment but backed by $6.6 billion in ETF inflows and structural tailwinds like the GENIUS Act, which is reshaping the policy environment for digital assets in the U.S. Beneath the price action, spreads across major tokens compressed, altcoin RSIs flipped from oversold to trend-confirming, and perpetual funding rates turned decisively net long; clear signals that institutional flow is shifting from passive allocation to active rotation. This isn’t cosmetic. Regulatory clarity improves execution quality, unlocks deeper liquidity, and invites conviction-driven positioning; not just noise. 👀Keep your eyes on Senate dockets, ETF pipelines, and how liquidity migrates across venues. That’s where structure starts to reveal signal, and signal reveals edge.

$BTC Here’s the latest on Bitcoin (BTC) markets as of July 31, 2025: --- 📉 Market Overview Price action: BTC is consolidating in a narrow range between $117,000–$120,000, trading around $118,300 as volatility remains subdued following recent record highs in mid‑July . Technical sentiment: Analysts point to a tightening pattern — a triangle formation — signaling a potential upcoming breakout as BTC hovers near $117,968 . --- 🌐 Macro & Regulatory Catalysts Federal Reserve Update: On July 30, the Fed held rates steady at 4.25–4.5%. Two officials dissented — the highest since 1993 — dampening expectations for a September rate cut and prompting a modest dip in BTC to roughly $117,100 . Policy surprise risk: Markets are watching closely — even a surprise rate cut today could trigger a spike beyond $140,000 if fixed‑income yields fall sharply . --- 🏛 Regulatory & Institutional Developments White House crypto roadmap: The 166–168 page digital asset policy report supports stablecoin legislation, clarity for SEC vs CFTC jurisdiction (Clarity Act), and the expansion of regulatory sandboxes. Importantly, it reaffirms support for a U.S. Strategic Bitcoin Reserve built from forfeited assets, without committing to new bitcoin purchases funded by taxpayers . Institutional flows: Despite political uncertainty, institutional activity remains strong—Bitcoin ETFs saw slight outflows ($2.46 billion), reinforcing continued institutional accumulation . --- ⚙️ Market Sentiment & Trends Heat Index: The Bitcoin Macro Phase index is in a neutral “44% heat” region, suggesting indecisive major participants—no overbought or oversold extremes . Momentum outlook: Momentum has cooled off after a July rally — BTC is up ~25% year-to-date, but remains about 2% under its recent all-time high reached last week . ---

Crypto post GENIUS ACT