Key Market Information Discrepancy on July 15th - A Must-Read! | Alpha Morning Report

律动BlockBeats

2025-07-15 09:19

Read this article in 4 Minutes

1. Top News: Crypto Policy Week Kicks Off on Capitol Hill, Bipartisan Battle Ensues in Both Chambers 2. Token Unlock: $SEI, $EIGEN

Top News

1.Plasma: XPL Public Sale to Start at 9:00 PM on July 17

2.Grayscale Secretly Submitted Draft Registration Statement for IPO to SEC

3.Congress Hill Crypto Policy Week Officially Commences, Congress Houses Engage in Full Debate

4.PUMP Team Only Added $4 Million in Initial Liquidity, Current Total Liquidity is $50 Million

5.Linea Project Lead: Tokenomics to be Announced by End of July Instead of TGE, Specific TGE Timing Depends on External Factors Such as CEX

Articles & Threads

1. "What Are the Five Major Macro Bullish Factors Driving the Strong Rebound of the Crypto Market?"

Behind this surge, it is evident that it is not just market dynamics. The resonance of multiple macro policies is injecting strong momentum into the crypto market: imminent crypto legislation, Nasdaq hitting new highs, continuous growth in M2 money supply, the Fed's rate cut expectations, and Trump's strong push. The convergence of multiple factors has reignited optimism in the crypto market after nearly half a year of consolidation, ushering in an unprecedented growth inflection point.

2. "Crypto Perpetual Contracts Soar, Why Have Options Failed to Keep Up?"

In this issue, Sumanth and I explore a simple question: why hasn't the cryptocurrency options market taken off? With Hyperliquid leading the narrative, on-chain perpetual contracts are once again hot, and stock perpetual contracts are also about to be launched, but what about options? Like most things, we start with a historical background, then analyze the operational details of these markets, and finally look to the future. Our hypothesis is: if perpetual contracts can establish themselves, the options market will also develop in tandem.