SoSoValue Crypto Daily | Market Shows Recovery; Federal Reserve Minutes Indicate Inflation Risk

SoSoValue Crypto Daily | El mercado muestra recuperación; las actas de la Reserva Federal indican riesgo de inflación

SoSoValue Crypto Daily | Le marché montre des signes de reprise ; le procès-verbal de la Réserve fédérale indique un risque d'inflation

SoSoValue Crypto Daily | 市場は回復を示し、連邦準備制度理事会の議事録はインフレリスクを示唆

SoSoValue Crypto Daily | 시장 회복세 보이며 연준 의사록에서 인플레이션 위험 시사

SoSoValue Cripto Diário | Mercado Mostra Recuperação; Minutas do Federal Reserve Indicam Risco de Inflação

SoSoValue Crypto Daily | Рынок демонстрирует восстановление; протоколы заседания Федеральной резервной системы указывают на риск инфляции

SoSoValue 加密貨幣日報 | 市場顯示復甦；聯準會會議記錄顯示通膨風險

SoSoValue Kripto Günlük Bülteni | Piyasa Toparlanma Gösteriyor; Federal Rezerv Tutanakları Enflasyon Riskine İşaret Ediyor

SoSoValue Crypto Daily | Thị trường cho thấy sự phục hồi; Biên bản của Cục Dự trữ Liên bang cho thấy rủi ro lạm phát

SoSoValue 加密货币日报 | 市场显示复苏；美联储会议纪要显示通胀风险

Crypto markets recovered as total cap rose 1.65% to $2.25T, Bitcoin gained 2.21% to ~$63k and Ethereum 1.46%, with all sectors up—Layer-2 and RWA leading ~4% and others 1–3%. Fed minutes turned more hawkish, with nine officials now seeing a rate hike by year-end and only one expecting cuts, citing AI infrastructure demand as an inflation risk and signaling higher-for-longer rates that weigh on risk assets. A U.S. Supreme Court ruling expanding presidential power to replace SEC/CFTC heads heightens political risk and potential regulatory whiplash for crypto. SWIFT launched a tokenized deposit shared-ledger pilot with 17 global banks for cross-border payments, a permissioned step that validates tokenization and supports the RWA and TradFi–DeFi bridge narrative. Sony Bank secured conditional OCC approval to form a U.S. trust bank and issue a dollar-backed stablecoin for payments in Sony’s gaming and digital content ecosystem. Paradigm raised a $1.2B fund broadening beyond crypto into AI, robotics, and other frontier tech. MARA shares jumped 14% on plans for a 2-GW Texas campus for AI high-performance computing and bitcoin mining. Coinbase won a UK FCA investment services license to offer integrated trading of crypto, stocks, and derivatives. Aave Labs launched Stable Vaults to let businesses embed predictable stablecoin yields without managing DeFi infrastructure.

Market Update
The total crypto market capitalization increased by 1.65% to $2.25 trillion. Bitcoin saw a 24-hour gain of 2.21%, trading at $63,000, while Ethereum rose by 1.46%. All market sectors experienced gains, with Layer-2 and Real World Asset (RWA) projects leading with approximately 4% growth, while other sectors posted gains between 1% and 3%.
Federal Reserve Minutes Signal Hawkish Stance on Inflation
Minutes from the Federal Reserve's latest meeting reveal a more cautious outlook on inflation, posing a headwind for risk assets like cryptocurrencies. The number of officials anticipating at least one rate hike by year-end has jumped from zero to nine, while those expecting rate cuts have fallen to just one. This shift significantly dampens market hopes for near-term monetary easing, a key catalyst for previous crypto bull markets. Crucially, officials identified the investment boom in Artificial Intelligence infrastructure as a new potential source of demand-driven inflation, alongside geopolitical conflicts and tariffs. For investors, this suggests the "higher for longer" interest rate environment may be extended, reducing the appeal of speculative assets and potentially delaying the flow of new capital into the crypto market.
Supreme Court Ruling Amplifies US Regulatory Uncertainty
A U.S. Supreme Court decision expanding presidential authority to replace the heads of independent agencies, including the SEC and CFTC, introduces a significant layer of political risk for the crypto industry. The ruling means a change in administration could lead to a rapid and drastic shift in regulatory direction, potentially rewriting or repealing rules established by current leadership. For investors, this heightens uncertainty and makes it difficult to build long-term strategies based on the current regulatory trajectory. The increased politicization of these agencies could lead to regulatory whiplash, making the U.S. digital asset landscape more volatile and unpredictable depending on election outcomes.
Swift and Global Banks Launch Tokenized Deposit Pilot
SWIFT, the global financial messaging network, has initiated a pilot for a blockchain-based shared ledger with 17 major international banks, including Citi, HSBC, and UBS. The project facilitates cross-border payments using tokenized deposits, representing a landmark move for the institutional adoption of distributed ledger technology. While this is a private, permissioned system, its validation of tokenization by the core of the traditional finance system is a powerful signal. This development provides significant legitimacy to the Real World Asset (RWA) narrative, demonstrating that legacy financial giants are actively integrating blockchain concepts to improve efficiency. For the crypto ecosystem, this serves as a long-term bullish indicator, suggesting future interoperability and investment will flow into infrastructure that bridges TradFi and DeFi.
Sony Bank Pursues US Stablecoin for Digital Ecosystem
Japan's Sony Bank has received conditional approval from the U.S. Office of the Comptroller of the Currency (OCC) to establish a trust bank subsidiary. The new entity plans to issue a dollar-backed stablecoin intended for payments within Sony's gaming and digital content ecosystem.
Paradigm Expands Investment Scope Beyond Crypto
Major crypto venture capital firm Paradigm has raised a new $1.2 billion fund, broadening its investment mandate to include AI, robotics, and other frontier technologies alongside its core digital asset focus.
MARA Stock Surges on AI and Bitcoin Mining Campus Plans
Shares of MARA Holdings (MARA) gained 14% after the company announced plans for a 2-gigawatt digital infrastructure campus in Texas. The site is intended for both high-performance computing (AI) and bitcoin mining operations.
Coinbase Secures UK License for Integrated Trading
Coinbase obtained a UK investment services license from the Financial Conduct Authority (FCA). This will allow the exchange to offer trading in cryptocurrencies, stocks, and derivatives on a single platform for its UK customers.
Aave Labs Launches Institutional Stablecoin Yield Product
Aave Labs has rolled out Stable Vaults, an infrastructure solution designed for fintechs and other businesses to integrate predictable stablecoin yield into their products without managing complex DeFi infrastructure themselves.