Crypto Market Weekly: Stock Tokenization Boom Emerges, AI and Meme Make a Strong Push

Stock tokenization becomes a new focus

Recently, stock tokenization has become a new hotspot in the crypto market. Some viewpoints believe that this innovation is expected to expand market size and push the encryption ecosystem towards the mainstream. There are also voices pointing out that the introduction of quality assets may pose challenges to altcoins. Currently, tokenized stocks are still in the early stages, facing multiple challenges such as insufficient liquidity and regulation.

Many well-known platforms are actively laying out in this field. A certain trading platform announced the launch of tokenization stock trading covering over 200 U.S. stocks and ETFs, and introduced a dedicated Layer2 network for RWA based on a certain Layer2 blockchain. Several other institutions are also accelerating their layout through different technical routes and custody solutions, attempting to meet the diverse needs of global users.

Private equity tokenization is also reshaping the way retail investors participate in the primary market. However, a certain U.S. stock tokenization platform has sparked controversy due to team background and liquidity issues, which may affect market enthusiasm.

Macroeconomic and Policy Trends

The U.S. debt crisis has spawned a financial experiment aimed at transforming the crypto world into the "white knight" for U.S. bonds. The global monetary system is quietly being reshaped.

The future crypto market may welcome a "selective bull market," driven by core narratives such as ETFs, real yields, and institutional adoption, rather than a broad market rally.

A certain bill was passed through procedural voting, and Goldman Sachs has advanced the Federal Reserve's interest rate cut expectations to September, which may trigger a trillion-dollar liquidity injection.

Currently, the crypto industry is facing a downturn similar to those in 2018 or 2022, not only due to price issues but also because of people's doubts and hesitations about the industry.

AI and Meme Coin Development

The field of AI has transitioned from a hot topic of discussion to practical implementation, with scalable AI products becoming a key competitive factor. Some believe that only when AI truly "sinks" into every device will decentralized collaboration shift from being a concept to a necessity.

As market sentiment recovers, Meme tokens begin to make a strong push ahead of market performance.

New Projects and Technological Innovations

A certain high-speed public chain project claims to have the fastest speed and the most optimal cost, attracting market attention.

A project based on PQC technology aims to build a Bitcoin security firewall to address quantum computing threats.

A certain blockchain project factory platform has a total trading volume of nearly 100 million USD in 24 hours, with multiple projects having a market value surpassing one million USD, likely to ignite a new round of "Shanzhai Season".

Development of Web3 Ecosystem

Leading crypto exchanges are actively developing payment products to create an "exchange is life" ecosystem. Most crypto payment cards support major markets such as the European Economic Area and the United States, offering 2%-10% crypto cashback benefits.

A certain stablecoin issuer has launched a public chain project, claiming to reshape the global payment system, but it has also been questioned as potentially a clever marketing narrative.

A certain crypto project constructs a "human layer" through palm recognition and zero-knowledge proof technology, attempting to address the digital identity trust crisis, but still faces technical, ethical, and regulatory challenges.

A lending platform has launched its V4 version, consolidating its leading position in DeFi through two core functions: unified liquidity layer and upgraded liquidation.

Market Dynamics and Regulatory Attitudes

A well-known investor stated that the market may trade sideways or decline slightly before the end of August, with BTC possibly dipping to the range of $90,000 to $95,000 in a pessimistic scenario.

The Governor of the Bank of England warns that stablecoins may threaten public trust in currencies. The US SEC is exploring universal listing standards for token-based ETFs to streamline the approval process.

Singapore has tightened its regulations on cryptocurrency trading. The US Treasury Secretary stated that the Federal Reserve may lower interest rates in September or earlier.