SoSoValue Crypto Daily | Market Experiences Minor Decline; Rate Hike Expectations Increase

SoSoValue Cripto Diario | El mercado experimenta un ligero descenso; aumentan las expectativas de subida de tipos

SoSoValue Crypto Daily | Le marché connaît un léger recul ; les attentes d’une hausse des taux augmentent

SoSoValue クリプトデイリー | 市場が小幅下落、利上げ期待が高まる

SoSoValue 암호화폐 데일리 | 시장, 소폭 하락; 금리 인상 기대감 증가

SoSoValue Crypto Diário | Mercado Experimenta Queda Leve; Expectativas de Aumento nas Taxas Aumentam

SoSoValue Крипто Ежедневно | Рынок испытывает незначительное снижение; Ожидания повышения ставок растут

SoSoValue 加密貨幣日報 | 市場小幅下跌；加息預期上升

SoSoValue Kripto Günlüğü | Piyasa Küçük Bir Düşüş Yaşadı; Faiz Artışı Beklentileri Arttı

SoSoValue Crypto Daily | Thị trường trải qua sự sụt giảm nhẹ; Kỳ vọng tăng lãi suất gia tăng

SoSoValue 加密货币日报 | 市场小幅下跌；加息预期升温

Crypto market cap slipped 1.1% to $2.25T in 24 hours with Bitcoin down 1.1% to ~$63.1K; most sectors fell 0–3% while NFT-related assets rose 3% and GameFi/AI gained 1–2%. Rising Iran-related geopolitical tensions lifted oil prices and pushed the 2-year Treasury yield to a one-year high as swaps nearly fully price a September Fed hike (up from 66% last week), weighing on risk assets like Bitcoin. U.S. spot Bitcoin ETFs snapped an eight-week outflow streak with $197M net inflows—driven by BlackRock’s $292M into IBIT offsetting $108M out of GBTC—while spot Ether ETFs took in $84.4M, easing ETF-driven sell pressure and hinting at support. U.S. lawmakers will unveil an updated, consolidated crypto market structure bill to clarify rules, reduce uncertainty, and encourage institutional participation. BlackRock’s tokenized on-chain assets reached $2.93B, including $1.1B in its Ethereum-based BUIDL fund, underscoring growing RWA tokenization. MicroStrategy sold $216M of BTC to fund preferred-stock distributions, marking a shift from pure accumulation toward a more flexible treasury approach. Japan’s SBI Group will launch a lending service for its JPYSC stablecoin with a 3% annual yield, deepening digital asset integration in regulated finance. Thailand’s central bank and SEC are auditing large stablecoin transactions—especially USDT—as part of a broader crackdown on illicit finance and money laundering.

Market Update
The total cryptocurrency market capitalization fell 1.1% to $2.25 trillion over the last 24 hours. Bitcoin declined by 1.1%, trading at approximately $63,100. While most market sectors saw modest losses between 0-3%, NFT-related assets posted a 3% gain, with the GameFi and AI sectors also recording slight increases of 1-2%.
Geopolitical Tensions Raise Probability of Fed Rate Hike
Rising geopolitical tensions involving Iran are creating significant headwinds for the crypto market by increasing the perceived likelihood of a Federal Reserve interest rate hike. As oil prices climb due to the escalating situation, market participants are pricing in a more aggressive monetary policy to curb potential inflation. The yield on the 2-year U.S. Treasury note, which is highly sensitive to rate expectations, has climbed to a more than one-year high. Swap trading data now indicates that the market has almost fully priced in a rate hike in September, a sharp increase from the 66% probability assigned just one week ago. For crypto investors, this is a critical development, as higher interest rates on government debt make risk-on assets like Bitcoin comparatively less attractive.
Bitcoin and Ether ETFs Break Outflow Streak with Strong Inflows
In a significant reversal of recent trends, both Bitcoin and Ethereum spot ETFs have snapped an eight-week streak of net outflows. Last week, U.S. spot Bitcoin ETFs recorded a combined net inflow of $197 million, signaling a potential shift in institutional sentiment. BlackRock's IBIT was the primary driver, attracting $292 million, which successfully offset the continued $108 million in outflows from Grayscale's GBTC. Similarly, spot Ethereum ETFs saw $84.42 million in net inflows. The end of this prolonged period of capital withdrawal provides a crucial positive indicator, suggesting that selling pressure from ETF products may be easing and could establish a new support level for asset prices.
U.S. Lawmakers to Introduce Updated Crypto Market Structure Bill
Progress toward comprehensive crypto regulation in the United States is advancing, as lawmakers are expected to unveil a new draft of a market structure bill this week. The updated legislation reportedly consolidates previous versions from the Senate Banking and Agriculture committees, indicating a more unified approach to establishing a clear legal framework for digital assets. For the industry, this represents a crucial step toward reducing regulatory uncertainty. A clear set of rules is widely seen as a prerequisite for unlocking further large-scale institutional investment and fostering long-term growth in the U.S. market.
BlackRock's Tokenized On-Chain Assets Reach $2.93 Billion
BlackRock now manages $2.93 billion in on-chain tokenized assets, with its BUIDL fund on Ethereum accounting for $1.1 billion, signaling deepening institutional adoption of real-world asset (RWA) tokenization.
Michael Saylor Post Signals Strategic Shift After Bitcoin Sale
MicroStrategy, the largest corporate holder of Bitcoin, sold $216 million worth of BTC to fund preferred-stock distributions, marking a notable shift from its pure accumulation strategy and potentially signaling a new approach to managing its corporate treasury.
Japan's SBI Group to Launch Stablecoin Lending Service
Japanese financial giant SBI Group plans to launch a lending service for its JPYSC stablecoin offering a 3% annual yield, further embedding digital assets within Japan's regulated financial framework.
Thailand Audits High-Volume Stablecoin Trades
The Bank of Thailand and the country's SEC have begun auditing large stablecoin transactions, specifically focusing on USDT, as part of a wider crackdown on illicit finance and money laundering.