AiCoin Daily Report (July 28)

1. The US and Europe reached a tariff protocol, eliminating macro adverse factors.

On July 28, after reaching a trade agreement between the United States and the European Union, investors expect that when the market reopens on Monday, automobile manufacturers and luxury goods manufacturers will lead a wave of relief-driven gains in the European stock market. On Sunday, U.S. President Trump announced the agreement after meeting with European Commission President Ursula von der Leyen. According to the agreement, most of the EU's export products (including cars) will face a 15% tariff. The EU leader stated that the tax rate is comprehensive, but Trump said it does not include pharmaceuticals and metals. John Plassard, the chief strategist at Cité Gestion, stated that this agreement "is enough to release what the stock market needs the most: predictability." He added, "The risk of further tariff increases has now been eliminated, leading to the disappearance of a major macroeconomic headwind. For investors, this is not just a sigh of relief, but a green light signal." -Original text

2, The probability of the Federal Reserve lowering interest rates in September is 62.4%.

According to CME's "FedWatch": The probability that the Federal Reserve will keep interest rates unchanged in July is 97.4%, while the probability of a 25 basis point rate cut is 2.6%. The probability that the Federal Reserve will maintain interest rates in September is 35.9%, with a cumulative probability of a 25 basis point cut at 62.4% and a cumulative probability of a 50 basis point cut at 1.6%. -Original text

3. Fushi Financial's subsidiary applies for a virtual asset service license in Hong Kong.

According to Zhitong Finance, Fushi Financial (02263.HK) announced that the company's indirect wholly-owned subsidiary, Jafuda Securities Limited, submitted an application to the Hong Kong Securities and Futures Commission on July 25, 2025, aiming to provide virtual asset trading and/or advisory services as an intermediary under the Securities and Futures Ordinance ( Hong Kong Law Chapter 571 ) Type 1 ( regulated activity license.

4. A senior business delegation from the United States is about to visit China, which may restart commercial negotiations.

According to two informed sources, a high-level American business delegation is set to visit China. The report states that this trip to Beijing is organized by the U.S.-China Business Council, and the delegation is led by Raj Subramaniam, Chairman of the Board of the council and CEO of FedEx. The report also mentions that the full member list and itinerary of the delegation have not yet been disclosed, but both sources indicated that some executives from Boeing and the president of the U.S.-China Business Council, Craig Allen, are confirmed to join the delegation. "They are expected to meet with Chinese officials and may restart discussions related to the business sector," one source said. The report notes that this upcoming visit will be the highest-level business delegation sent by the U.S. since President Trump launched a new round of tariffs in April this year.

5. Chinese police have cracked a $20 million Bitcoin money laundering case.

Chinese authorities have dismantled a $20 million Bitcoin money laundering gang involving Kuaishou employees, which used cryptocurrency exchanges and mixing tools to hide the flow of funds. The gang misappropriated nearly 140 million yuan, and 92 Bitcoins have been recovered, demonstrating that even in the face of de-anonymization tools, China still possesses strong capabilities in tracking digital assets. This case highlights a new trend of corruption in the digital age – the combination of cryptocurrency and traditional financial crimes, and underscores the necessity of strengthening regulatory system construction.

6. Tokens worth approximately $190 million of SUI will be unlocked next week.

Next week, two crypto projects will unlock tokens, releasing a total value of approximately $290 million. On August 1st, SUI will unlock about 44.42 million ), worth approximately $190 million (, accounting for 0.444% of the total supply; on August 2nd, ENA will unlock about 170 million ), worth approximately $110 million (, accounting for 1.146% of the total supply. -Original text

7. Trump emphasizes the authority to adjust tariffs to promote investment fulfillment.

Senior U.S. officials: President Trump has the authority to restore higher tariff levels when other countries fail to fulfill investment commitments.

8. The demand for stablecoin regulation is increasing, and experts are calling for cautious development.

Hu Zhihao, a researcher at the Institute of Finance of the Chinese Academy of Social Sciences and deputy director of the National Finance and Development Laboratory, stated in an article published in the Economic Daily that in 2017, USDT, which was still in its early development stage, faced questions regarding the authenticity of its reserves, leading to a crisis of trust. Meanwhile, the US Dollar Coin (USDC), known for its "transparency in reserves and strong compliance," encountered a run in March 2023 when part of its reserve assets was held at Silicon Valley Bank, which went bankrupt. If fiat stablecoins can face such issues, one can only imagine the various "death spirals" that algorithmic stablecoins have experienced. This compels us to take seriously the fact that stablecoins, which possess certain monetary functions, must accept appropriate regulation due to their public good attributes. Currently, regarding the surge of stablecoins, we should neither turn a blind eye nor rush in blindly. Instead, we should recognize the essence of stablecoins, seek to avoid harm while pursuing benefits, and focus on creating a favorable ecosystem that promotes the healthy development of the digital economy.

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