ChainCatcher news, at the recent EMW2025 conference, Coatue Management co-founder Philippe and Thomas Laffont were interviewed by the podcast BG2, where they delved into the latest market research report, providing an in-depth analysis of the valuation logic of crypto assets, the development trends of stablecoins, and their institutional significance.Philippe stated that Bitcoin is gradually evolving into a "corporate-level asset," with a current market capitalization of about $2 trillion, which still represents a low percentage of the nearly $500 trillion in global net assets, indicating further upward potential. He predicts that as institutions gradually accept its volatility, Bitcoin's market capitalization is expected to rise to $5-6 trillion in the future, becoming a more systematically influential asset class.Thomas emphasized that the advancement of stablecoin legislation is an important milestone for the crypto industry, significantly reducing regulatory uncertainty. He anticipates that "interest-bearing stablecoins" will emerge in the near future, potentially issued by governments in different maturities, directly targeting global investors and reshaping the issuance mechanism and participation methods of sovereign bonds.The two founders pointed out that traditional VCs, after experiencing early project failures, have a biased understanding of crypto assets. However, with the widespread application of Bitcoin and stablecoins, the industry's valuation methods need to be more flexible, reassessing the trend value of leading assets. At the same time, stablecoins have gradually become core tools for corporate payments and fund management, as the crypto market shifts from "speculative logic" to "institutional recognition and practical drive."

ChainCatcher news, according to QCP Asia analysis, although Israel resumed limited strikes a few hours after the ceasefire agreement, market sentiment has shifted to a full risk appetite. The Nasdaq reached a new high, and the S&P 500 approached its historical peak. Coinbase (COIN) rose 12%, closing at a six-month high of $344.94, mainly due to two major regulatory positives:The United States passed the GENIUS Act, clarifying the compliance framework for stablecoins;Coinbase received approval from Luxembourg regulators, becoming the first U.S.-based exchange authorized under MiCA. Against this backdrop, institutions continue to increase their Bitcoin holdings, with the ProCap fund purchasing $386 million in BTC, bringing the total corporate holdings to 3.45 million coins.

ChainCatcher news, according to Cryptodnes, the blockchain intelligence platform Santiment indicates that retail investor sentiment is deteriorating, which could have a positive impact on Bitcoin.Although retail investor sentiment may have a short-term effect on the market, analysts believe that this shift in sentiment could signal a rebound in Bitcoin prices. This change in sentiment may be related to the market's recognition of Bitcoin's long-term investment value, especially in the context of increasing demand from institutional investors.

ChainCatcher news, Bitget is about to launch a brand new PRO mode, and is now simultaneously opening a two-month "PRO + 2" level upgrade limited-time event, aimed at further releasing platform resources and professional support for institutional users and professional traders. Based on the existing VIP system, the PRO mode will offer lower fees, higher API rate limits, more sub-accounts and withdrawal limits, as well as dedicated account managers, enhancing trading efficiency.The "PRO + 2" level upgrade event will run from July 2 to August 31. During the event, existing users will automatically receive the benefits of "PRO + 2" based on their trading volume in June; new users can also apply for equivalent upgrade rights by submitting historical asset or trading proof. Qualified users can unlock PRO level 6 in advance to enjoy more professional services.

ChainCatcher message, according to the official announcement, to celebrate the upcoming Huobi HTX 12th anniversary, Huobi leverage will launch the strongest annual interest rate discount for large loans from June 19, 20:00 to June 30, 18:00 (UTC+8). During the event, users who complete registration and borrow USDT ≥ 500,000 in a single transaction, or borrow BTC ≥ 5 in a single transaction, can enjoy a 10% discount on the original leverage loan interest rate, with no limit on the number of loans.

ChainCatcher News, U.S. Treasury Secretary Basant stated on social media, "Recent reports predict that by the end of 2030, the stablecoin market could grow to $3.7 trillion. With the passage of the GENIUS Act, this prospect becomes even more promising.A thriving stablecoin ecosystem will drive private sector demand for U.S. Treasury bonds— which are the asset backing for stablecoins. This new demand could lower government borrowing costs and help control national debt. At the same time, it could open the door to a dollar-based digital asset economy for millions of users worldwide.This is a win-win-win situation for all parties involved: the private sector benefits; the U.S. Treasury benefits; consumers benefit. This is the result of wise, innovation-supporting legislation."

ChainCatcher news, according to Decrypt, Franklin Templeton's digital assets division announced the launch of the patented feature "Intraday Earnings" on its tokenized asset platform Benji, allowing investors to earn real-time calculated returns by holding tokenized securities for just a few seconds. This feature is initially deployed on the Stellar blockchain and will be expanded to Ethereum and seven other supported networks in the future.The new mechanism breaks the traditional financial model of daily settlement of earnings, enabling daily earnings calculation and distribution even on non-trading days. The platform also opens up a direct connection feature for on-chain wallets, allowing users to purchase or redeem tokenized securities directly using stablecoins.Currently, the total issuance of BENJI tokens reaches $775 million, with $490 million deployed on the Stellar network. According to rwa.xyz data, Franklin's tokenized fund FOBXX ranks second in the industry, following BlackRock's $2.9 billion BUIDL fund. Standard Chartered predicts that the global tokenized asset scale could reach $30 trillion by 2030.The institution revealed that the Benji platform has the capability of a "white-label solution," providing tokenization technology services to other institutions. The U.S. Congress is currently reviewing a cryptocurrency regulation bill, which, if passed, will pave the way for traditional financial institutions to enter the market.

ChainCatcher news, according to Jinshi reports, Citic Securities research report indicates that cryptocurrencies have good privacy and anti-inflation properties, growing rapidly since their inception, and are gradually being formalized as assets. As the demand for cryptocurrencies expands, it forms a fundamental demand similar to gold, establishing a speculative pricing pattern.However, in the short term, due to insufficient monetization and the high risk appetite of marginal price setters, cryptocurrencies are even more speculative. In the medium to long term, it is expected that both cryptocurrencies and gold will benefit from the monetization brought about by de-globalization and de-dollarization. "Future gold" does not necessarily include Bitcoin, but it is highly likely to include cryptocurrencies. In the short term, cryptocurrencies are expected to benefit from potential regulatory easing during Trump's term, but certainty in trade and foreign policy needs to be awaited.

ChainCatcher news, investment mogul and Pershing Square CEO Bill Ackman stated on social media that he supports President Trump as well as Musk. He believes that for the benefit of the United States, they should coexist peacefully. People united are stronger than when they are apart.

ChainCatcher message, the Ethereum Foundation has released a fiscal policy on its official blog. The mission of the Ethereum Foundation (EF) is to strengthen the Ethereum ecosystem and uphold its long-standing uncompromising core goal: to ensure that "applications run exactly as intended, with no possibility of downtime, censorship, fraud, or third-party interference."The role of the EF treasury is to support the foundation's long-term autonomy, sustainability, and legitimacy. The Ethereum Foundation (EF) is expected to continue as the long-term steward of the ecosystem, but its scope of responsibilities will gradually narrow. We plan to reduce annual operating expenditures approximately linearly over the next five years, ultimately maintaining a benchmark level of 5% in the long term.Funds will be frequently reallocated between different protocols due to market changes, asset diversification needs, or new revenue opportunities. Throughout the year, the EF will regularly assess the deviation of fiat-denominated assets in the treasury relative to the operating expenditure buffer target and decide whether to sell Ethereum and the amount to sell in the next three months based on this assessment. These Ethereum sales are typically conducted through fiat withdrawal channels or on-chain exchanges for fiat-denominated assets. Our current strategy includes independent staking and providing wETH to mature lending protocols. Core deployments will continue to be evaluated, but the overall positioning is for long-term holding. The EF may also borrow stablecoins and seek higher yields on-chain.

ChainCatcher news, according to Jinshi reports, Citic Securities research report indicates that recently, both Hong Kong and the United States have been advancing the legislative process of stablecoin-related bills to varying degrees. Stablecoins can provide a stable trading method for RWA token assets, enhance market liquidity, and help promote the further implementation of RWA issuance projects by mainland enterprises in Hong Kong. At the same time, the stablecoin bill is expected to indirectly boost the construction of payment and settlement interfaces related to digital currencies in Hong Kong's financial industry. Financial IT companies with experience in cross-border settlement of digital currencies/digital yuan and supply chain finance projects are expected to benefit.

ChainCatcher news, according to Bloomberg, the cryptocurrency industry will benefit regardless of the outcome of the South Korean presidential election on March 3. Both major presidential candidates in South Korea have pledged to support reforms in cryptocurrency policy, including the legalization of spot cryptocurrency ETFs, easing restrictions on bank cooperation with exchanges, expanding the use of crypto assets, and proposing the issuance of a won-backed stablecoin.Bloomberg explained: "South Korea is one of the most active and enthusiastic cryptocurrency markets in the world, with over a third of the population investing in cryptocurrencies. At times, the trading volume on cryptocurrency exchanges even surpasses that of the Korea Composite Stock Price Index (KOSPI) and the KOSDAQ, highlighting its significance. Major presidential candidates have committed to relaxing regulations, expanding the accessibility of cryptocurrencies, and expressing their support for the cryptocurrency industry."

ChainCatcher news, according to FinanceFeeds, the Chicago Mercantile Exchange Group (CME Group) and CF Benchmarks announced the launch of reference rates and real-time indices for four types of crypto assets: Arbitrum, Ondo, NEAR, and Sui, on June 2, 2025. This expansion allows the CME CF benchmark index system to cover over 96% of the investable cryptocurrency market capitalization. The new reference rates will be published once daily at 16:00 London time in USD, with Ondo and Sui providing additional quotes at 16:00 New York time; the real-time indices will be updated every second throughout the year.The benchmark data is aggregated from at least two partner exchanges, including Bitstamp and Coinbase. Giovanni Vicioso, Global Head of CME Cryptocurrency Products, stated that the new benchmarks provide institutional investors with transparent pricing tools to assist in portfolio valuation and structured product creation. Sui Chung, CEO of CF Benchmarks, pointed out that these new indices, which follow the same methodology as the Bitcoin Reference Rate (BRR), will meet the compliance requirements for accuracy and transparency demanded by traditional financial institutions.Currently, the CME CF benchmark index covers 28 crypto assets, providing pricing support for over $40 billion in regulated crypto products. The inclusion of layer one networks and DeFi-related tokens further promotes the integration of this emerging asset class into institutional-grade infrastructure.

ChainCatcher news, ArkInvest CEO Cathie Wood stated that President Reagan's policies opened the best 15 to 20 years in the history of financial markets. Both the stock and bond markets thrived. We believe that, given the currently much lower interest rates, the stock market will be the biggest beneficiary of President Trump's policies.

ChainCatcher news, EU Trade and Economic Security Commissioner Šefčovič stated that the EU will fully engage and is committed to reaching a mutually beneficial agreement with the United States. The trade between the EU and the US is unparalleled and must be guided by mutual respect, not threats.Earlier news, US President Trump stated that he is not seeking an agreement with the EU. If the EU begins to turn towards the US, there may be discussions about postponing tariffs on it.