In July 2026, the relations between the United States and Iran entered a sensitive period once again. Despite a temporary memorandum of understanding (MoU) reached in mid-June to attempt to alleviate the energy crisis by gradually reopening the Strait of Hormuz, recent attacks by Iran on commercial ships and the ensuing U.S. response have once again pushed this globally critical chokepoint to the brink of crisis.

Abstract • The risk appetite in the crypto market has recovered, with BTC rising approximately 6.8% over the week and ETH increasing about 12.2%; although ETF funds are still generally experiencing net outflows, ETH ETFs have started to see a slight inflow, with institutional sentiment shifting from panic sell-offs to tentative replenishments. • The share of perpetual contracts in TradFi stocks has risen to about 60%–65%; Gate TradFi's weekly trading volume remains around $85 billion at a high level, CFDs still account for approximately 95% of the trades, and the trading volume of US stocks has increased for five consecutive weeks, reaching a new stage high. • DEX trading...

Pay attention to the dynamics of US stock trading and US stock token trading models.

Bank of America believes this discount is unreasonable, and NVIDIA still has pricing power, scale effects, and supply chain barriers as a high-quality growth target in the AI computing field.

The US stock market technology stock index remains stable, showing no signs of collapse.

Continue to look bullish on the pullback.

If the tension in the Strait of Hormuz does not escalate further within this week, the rebound momentum of the chip sector is expected to continue, with the next target being to once again stand above the 50-day moving average.

On July 9, 2026, the global landscape of cryptocurrency regulation was being rewritten in the same time window: the EU's MiCA was fully implemented on July 1, with 244 approved or licensed institutions included in a unified framework, while the United States was fiercely pulling on Article 604 of the Clarity Act, with Senator Ron Wyden on one side.

Today's focus is on the dynamics of the U.S. stock market and the renewed conflict in Iran.

The Tai Mountain does not stand by preferences, therefore it can achieve its height; the rivers and seas do not choose small contributions, therefore they can achieve their wealth. In the cryptocurrency world, through deep learning and self-reflection, only those who have experienced glory can become teachers!

The trend of tokenizing US stocks is gaining momentum and attracting widespread attention.

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The stock price of Hynix may still experience a certain boost shortly after its ADR listing, but there are risks of dilution effects, excessive previous gains, and the peak of the cycle.