SEC & CFTC Clear Path for Crypto Trading

I. Crypto Market Overview

Key Takeaways

Macro Environment

The SEC and CFTC have cleared the path for spot crypto trading on registered exchanges, marking a significant shift in US crypto policy. Federal Reserve Governor Christopher Waller supports multiple interest rate cuts, potentially impacting financial markets and crypto investments. The BANK of England Governor warns of risks to central BANK independence, highlighting potential impacts on global economic stability. Spot gold surpasses $3,550 per ounce, reflecting STRONG demand amid economic uncertainties, influencing crypto as a SAFE-haven asset. The US collected $31 billion in tariff revenue in August, indicating ongoing trade policies that could affect global economic conditions.

Crypto Market

The SEC and CFTC's joint statement allows registered exchanges to facilitate spot crypto trading, marking a regulatory shift. Ethereum whales added 2.2 million ETH in August, boosting market momentum and highlighting whale influence on Ethereum's price. Institutional adoption accelerates with Yunfeng Financial's $44M Ethereum purchase, reflecting confidence in digital assets. The crypto market cap stands at $3.85T with a 0.67% increase, while trading volume decreased by 3.69%. Fear and Greed Index at 39 indicates market fear, influencing investor sentiment.

This Week's Outlook

CONF3RENCE in Dortmund focuses on Web3 and AI, impacting blockchain and emerging tech sectors. ETHWarsaw 2025 begins in Poland, emphasizing Ethereum's role in DEFI, influencing crypto adoption. Taipei Blockchain Week 2025 starts in Taiwan, accelerating Web3 innovation and adoption. U.S. Nonfarm Payrolls Report release on September 5 will shape Fed rate-cut expectations and global market dynamics. Dynamo Protocol IDO on KingdomStarter on September 6 could impact DEFI market dynamics.

Fear and Greed Index

92.00% Annual Percentile

39 Fear

Total Crypto Market Cap

$3.85T

0.67%

Total Market Trading Volume

$163.03B

3.69%

Altcoin Season Index

58.33%

Quarterly Percentile

52 / 100

Total Futures Market Open Interest

3.83B

1.85%

Futures

973.46B

2.71%

Perpetuals

II. Industry Updates

Macro-economic Policies

The SEC and CFTC have cleared the path for spot crypto trading on registered exchanges, marking a significant shift in US crypto policy.

Federal Reserve Governor Christopher Waller supports multiple interest rate cuts, potentially impacting financial markets and crypto investments.

The BANK of England Governor warns of risks to central BANK independence, highlighting potential impacts on global economic stability.

Spot gold surpasses $3,550 per ounce, reflecting STRONG demand amid economic uncertainties, influencing crypto as a SAFE-haven asset.

The US collected $31 billion in tariff revenue in August, indicating ongoing trade policies that could affect global economic conditions.

Cryptocurrency Regulatory Trends

The SEC and CFTC have issued a joint statement allowing registered exchanges to facilitate spot crypto trading, marking a significant regulatory shift under the TRUMP administration.

Japan's FSA proposes regulating cryptocurrencies under securities law to enhance investor protection, potentially impacting crypto exchanges with stricter compliance requirements.

The Ukrainian parliament has passed a law to regulate cryptocurrencies, introducing a preferential tax rate of 5% for the first year to encourage market growth.

Hong Kong plans to issue limited stablecoin licenses in early 2026, reflecting stringent regulatory measures and a cautious approach to digital asset integration.

The ECB President urges EU lawmakers to tighten regulations on foreign stablecoin issuers, emphasizing the need for equivalent regulatory frameworks to prevent reserve risks.

Solana (SOL): The Alpenglow upgrade boosts Solana's transaction speed to rival Visa, enhancing its appeal for institutional adoption and DEFI applications.

AAVE (AAVE): Dominating DEFI lending with $41.1B TVL, AAVE's strategic CROSS-chain expansion and institutional partnerships drive significant market share.

Ethereum (ETH): Approaching $4,530 resistance, Ethereum's potential breakout could lead to a rally, supported by STRONG institutional adoption and staking yields.

Reflect (USDC+): Launching on Solana, Reflect's USDC+ combines yield generation with regulatory compliance, targeting the growing stablecoin market.

Avalon Labs (AVL): With $5.48M in revenue since June, Avalon Labs leverages Bitcoin-centric services and CROSS-chain innovation to capitalize on DEFI growth.

Smart Money Movements

Haotian International redirected HK$35.75 million to purchase Ethereum, reflecting confidence in its appreciation potential amid project suspensions.

Ethereum whales added 2.2 million ETH in August, significantly boosting market momentum and highlighting whale influence on Ethereum's price.

Winklevoss brothers supported Treasury B.V. with a 1,000 BTC purchase, emphasizing ongoing institutional interest in Bitcoin investments.

Fore Elite Capital attracted over 12 institutional investors, achieving a 12% net return, outperforming Bitcoin's 2.5% gain, showcasing STRONG fund performance.

H100 Group increased Bitcoin holdings by 47.16 BTC, totaling 1,004.56 BTC, demonstrating strategic expansion in digital assets.

Events to Watch

September 3 (Wednesday)

CONF3RENCE in Dortmund, Germany, focuses on Web3 and AI, impacting blockchain and emerging tech sectors.

September 4 (Thursday)

ETHWarsaw 2025 begins in Poland, emphasizing Ethereum's role in DeFi, influencing crypto adoption.

September 4 (Thursday)

Taipei Blockchain Week 2025 starts in Taiwan, accelerating Web3 innovation and adoption.

September 5 (Friday)

U.S. Nonfarm Payrolls Report release, shaping Fed rate-cut expectations and global market dynamics.

September 6 (Saturday)

Dynamo Protocol IDO on KingdomStarter, impacting DeFi market dynamics.

Table of Contents

I. Crypto Market Overview

Key Takeaways

Macro Environment

Crypto Market

This Week's Outlook

II. Industry Updates

Macro-economic Policies

The SEC and CFTC have cleared the path for spot crypto trading on registered exchanges, marking a significant shift in US crypto policy.

Federal Reserve Governor Christopher Waller supports multiple interest rate cuts, potentially impacting financial markets and crypto investments.

The BANK of England Governor warns of risks to central BANK independence, highlighting potential impacts on global economic stability.

Spot gold surpasses $3,550 per ounce, reflecting STRONG demand amid economic uncertainties, influencing crypto as a SAFE-haven asset.

The US collected $31 billion in tariff revenue in August, indicating ongoing trade policies that could affect global economic conditions.

Cryptocurrency Regulatory Trends

The SEC and CFTC have issued a joint statement allowing registered exchanges to facilitate spot crypto trading, marking a significant regulatory shift under the TRUMP administration.

Japan's FSA proposes regulating cryptocurrencies under securities law to enhance investor protection, potentially impacting crypto exchanges with stricter compliance requirements.

The Ukrainian parliament has passed a law to regulate cryptocurrencies, introducing a preferential tax rate of 5% for the first year to encourage market growth.

Hong Kong plans to issue limited stablecoin licenses in early 2026, reflecting stringent regulatory measures and a cautious approach to digital asset integration.

The ECB President urges EU lawmakers to tighten regulations on foreign stablecoin issuers, emphasizing the need for equivalent regulatory frameworks to prevent reserve risks.

Trending Tokens

Solana (SOL): The Alpenglow upgrade boosts Solana's transaction speed to rival Visa, enhancing its appeal for institutional adoption and DEFI applications.

AAVE (AAVE): Dominating DEFI lending with $41.1B TVL, AAVE's strategic CROSS-chain expansion and institutional partnerships drive significant market share.

Ethereum (ETH): Approaching $4,530 resistance, Ethereum's potential breakout could lead to a rally, supported by STRONG institutional adoption and staking yields.

Reflect (USDC+): Launching on Solana, Reflect's USDC+ combines yield generation with regulatory compliance, targeting the growing stablecoin market.

Avalon Labs (AVL): With $5.48M in revenue since June, Avalon Labs leverages Bitcoin-centric services and CROSS-chain innovation to capitalize on DEFI growth.

Smart Money Movements

Haotian International redirected HK$35.75 million to purchase Ethereum, reflecting confidence in its appreciation potential amid project suspensions.

Ethereum whales added 2.2 million ETH in August, significantly boosting market momentum and highlighting whale influence on Ethereum's price.

Winklevoss brothers supported Treasury B.V. with a 1,000 BTC purchase, emphasizing ongoing institutional interest in Bitcoin investments.

Fore Elite Capital attracted over 12 institutional investors, achieving a 12% net return, outperforming Bitcoin's 2.5% gain, showcasing STRONG fund performance.

H100 Group increased Bitcoin holdings by 47.16 BTC, totaling 1,004.56 BTC, demonstrating strategic expansion in digital assets.

Events to Watch

September 3 (Wednesday)

September 4 (Thursday)

September 4 (Thursday)

September 5 (Friday)

September 6 (Saturday)

III. Phemex Market Focus

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