Trump says U.S. -Iran ceasefire is over, risky assets plummet, and Bitcoin falls 2%

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On July 8, at the NATO Summit in Ankara, after U.S. President Trump announced the end of the U.S. -Iran ceasefire agreement, financial markets fluctuated. Escalating geopolitical tensions sent oil prices climbing 5% above $74 a barrel and triggered widespread sell-off in risky assets. Bitcoin\'s value fell by about 2%, reflecting the growing correlation between digital assets and global macro events.

Liquidity tightens, altcoins are under pressure

Currently, nearly 40% of tradable altcoins are near historical lows. Except for mainstream assets such as Bitcoin and Ethereum, liquidity is significantly scarce, which puts additional pressure on smaller cryptocurrencies. Analysts observed that the trend suggests investors are concentrating assets in larger, more mature currencies in response to an environment of rising risk aversion.

Asset Class| trend| Liquidity

Strategy Executive Chairman Michael Siler returned to social media to highlight Bitcoin\'s long-term prospects, even though his company has quietly sold 3588 bitcoins to meet its dividend obligations, cashing in $216 million. Thaler described Bitcoin as an asset that may outweigh the importance of the technology upgrade itself, and said he expected institutions to continue to pay attention in the coming years. Michael Siler posted on the X platform that in the next decade, the increase in the importance of Bitcoin will depend less on protocol changes and more on its widespread adoption and integration in all walks of life.

Significant regulatory developments in Europe and the UK

Ripple has received a full crypto asset service provider authorization from Luxembourg\'s financial regulator, allowing it to provide regulated cryptocurrency payment services in all 30 countries in the European Economic Area. This authorization marks that Ripple is fully compliant with the framework of the EU Cryptographic Asset Markets Act, further consolidating its position in the European payments field. Coinbase, the top U.S. -based cryptocurrency exchange, has obtained an investment services license from the UK\'s Financial Conduct Authority. The approval allows Coinbase to provide stock trading services to retail users and allows institutional customers to access derivatives trading.

The European Parliament this week adopted a policy document calling on the European Commission to evaluate the possibility of including decentralized finance, pledges and non-homogeneous tokens into a broader regulatory framework. Lawmakers hope to expand on the rules of the Cryptographic Asset Markets Act and recognize the need to address emerging trends and risks in the digital asset space.

Small Dictionary: Crypto Asset Markets Act

This bill is the EU\'s regulatory framework that aims to unify the regulatory requirements of crypto assets, improve transparency, and provide protection to investors in EU member states.

The European Parliament urges the European Commission to study the regulatory needs for decentralized finance, pledges and non-homogeneous tokens in addition to the existing requirements of the Crypto Asset Markets Act.

Investment, phishing and technology development

BlackRock has launched its new iShares Nasdaq 100 ETF, aiming to attract investors who want to take advantage of the wave of artificial intelligence to invest in large technology companies. At the same time, South Korean telecommunications giant KT has committed to investing 18 trillion won (approximately US$13 billion) in artificial intelligence development. KT\'s plan will also integrate blockchain technology and stablecoin solutions into future projects. In security-related news, an Ethereum wallet holder accidentally signed a phishing authorization, causing the entire wallet to be emptied instantly and losing nearly US$1 million in USDT. The incident highlights the ongoing security risks of decentralized platforms. At the same time, the international payment information network SWIFT has launched a blockchain-based ledger pilot for real-time transactions. The move aims to use tokenized bank deposits to facilitate cross-border transfers and is intended to provide round-the-clock continuous settlement capabilities.

Small Dictionary: SWIFT

Society for Worldwide Banking and Financial Telecommunications is a global network responsible for promoting the safe transfer and settlement of financial information between banks and financial institutions around the world.

Altcoin fluctuations and project dynamics

Among the noteworthy market fluctuations, TCC\'s price rose sharply due to increased speculation rumors related to Binance founder Zhao Changpeng and the attention paid to the project after donating money to the educational organization GigleAcademy. In contrast, TAC prices fell sharply due to flash crashes, lack of liquidity and safety issues.