Crypto Assets Industry Weekly News Summary

Ethereum Ecosystem Development

The establishment of the Ethereum Community Fund releases positive signals, indicating that the ecosystem still has self-renewal capabilities. Ethereum is transitioning from a "World Computer" to a "World Ledger", and this narrative shift is attracting attention. Analysts have pointed out ten bullish reasons for Ethereum, believing it has the potential to become a cross-cycle explosion engine.

At the same time, the Ethereum Reserve Company is highly favored in the US stock market. The upcoming Fusaka upgrade not only enhances on-chain scalability but also represents a key step for Ethereum's transition to mainstream commercial applications.

Market Analysis and Trends

The structure of the crypto derivatives market is clearly differentiated, and the investment sentiment towards altcoins is becoming cautious. In the second half of 2025, the core variables of the market will still be macro policies, ETF flows, and risk appetite. Adjustments in Federal Reserve policies or the launch of ETH spot ETFs could become catalysts for the recovery of risk appetite.

Wall Street's interest in staking Crypto Assets is growing, which could change the market landscape. After the passage of the "Too Big to Fail Act" in the United States, the supply of short-term treasury bonds may surge, and the market is focused on whether the $7 trillion in liquidity can cope.

Bitcoin prices remain in the high range of $100,000 to $120,000. Looking ahead, factors such as the potential interest rate cuts by the Federal Reserve, increased corporate adoption, and clearer regulations are expected to drive a new round of steady development in the Crypto Assets market.

AI and Meme Token Trends

AI technology has made breakthroughs in multimodal video generation, bringing new opportunities to Web3. The Virtuals protocol has drawn attention, exploring how AI agents can create their own economic systems.

The competition among Meme token platforms is fierce, with Letsbonk surpassing Pump.fun for the first time in several metrics. However, Pump.fun's high valuation token issuance plan has been called into question. Overall, the concept of Meme tokens is showing a trend of diversification.

Emerging Projects and Financing

ETHGlobal Cannes Hackathon has seen the emergence of multiple innovative projects, with AI, cross-chain, and privacy being the highlights. Kuru is developing a DEX system that combines an order book and AMM. Game developer DPS has defied the trend to secure $30.5 million in funding, attracting industry attention.

Industry Trends and Regulations

A large stablecoin "capital flight" case involves 13 billion yuan in funds and 2 million victims, attracting attention. The founder of a crypto assets exchange details his entrepreneurial journey and views on the future of the industry for the first time. Payment giant Stripe may enter the Layer 1 track, sparking industry speculation.

The U.S. Securities and Exchange Commission clarified that tokenized securities still fall under the category of securities and requires relevant parties to comply with federal securities laws. Multiple local governments have begun to pay attention to the development of Crypto Assets and stablecoins, exploring their application prospects in foreign trade and other areas.