1. Jackson Hole macro window, BTC flashes-crash then V-shaped rebound $BTC
Weekly up 23%, strongest in two years; gold breaks 4650; Nvidia earnings to resonate
Risk appetite fully rebounds—buy the dip
2. Stablecoin supply expansion, USDC recovery accelerates
Treasury mints 750 million, weekly supply increases by 2 billion, trading share exceeds 60%
Signals of fresh capital entering the market; Circle’s valuation outlook revised upward
3. Tokenized stocks go live on Base, DeFi and traditional finance converge
Coinbase launches B20 standard stocks; Aave supports collateralized borrowing and lending
A new asset class opens up room for lending and yield design
Weekly up 23%, strongest in two years; gold breaks 4650; Nvidia earnings to resonate
Risk appetite fully rebounds—buy the dip
2. Stablecoin supply expansion, USDC recovery accelerates
Treasury mints 750 million, weekly supply increases by 2 billion, trading share exceeds 60%
Signals of fresh capital entering the market; Circle’s valuation outlook revised upward
3. Tokenized stocks go live on Base, DeFi and traditional finance converge
Coinbase launches B20 standard stocks; Aave supports collateralized borrowing and lending
A new asset class opens up room for lending and yield design