Crypto Morning Brief * Can't-Miss Daily Updates * May 15, 2025 1. Tariffs: Sources reveal that trade tariff agreements between the US, Japan, South Korea, and India are "close to being finalized." If officially signed, this would undoubtedly be another positive development. 2. Trump: "I am a loyal fan of cryptocurrency and a believer in AI." Despite his endorsement of crypto, the market doesn't seem to be responding positively. 3. On-chain #Believe platform has been going crazy these past few days. However, after the frenzy, people are starting to reflect that making money on this platform is too difficult. Early adopters often buy in using scraping tools, pushing the market cap sky-high. By the time you notice, the market cap is already in the millions. 4. #Pump #believe #bonk.fun are all meme launch platforms. Fundamentally, nothing has changed. Every bull market revolves around token distribution. If you can't win the initial pump, wait for the market to select winners and then enter during the second phase. 5. #Launchcoin is skyrocketing, with an FDV exceeding $300 million. The logic is simple: since people can't win the pump, they directly buy platform tokens and wait for growth. The FOMO is intense these days, so be cautious of short-term risks. 6. As of now, the total market cap of Believe ecosystem tokens has surpassed $450 million, with 11,231 tokens created on the platform and cumulative trading volume reaching $1.406 billion. Here's a link to a chain-sweeping site for the Believe platform: 7. On-chain activity remains strong, but tokens launched a few days ago are mostly losing value now. This morning, HIM called out #STARTUP, which instantly surged 30X. 8. Sources: A bipartisan group of US senators is close to reaching consensus on the text of the "GENIUS Act." The GENIUS Act, officially titled "Guiding and Establishing National Innovation for U.S. Stablecoins Act of 2025," was introduced in 2025 by Senator Bill Hagerty (Republican-Tennessee). It aims to establish a comprehensive federal regulatory framework for payment stablecoins within the US. 9. MetaMask has never abandoned its token issuance plans. Its co-founder stated that the team is still considering launching a native token for the wallet. 10. Web3 ticketing platform KYD Labs has completed a $7 million funding round led by a16z Crypto. Have you noticed? Since March, VCs have been unusually active, investing in projects with real business models. If this cycle is about memes, the next cycle might focus on actual business operations. 11. Strategy: Believe Bitcoin will surpass $1 million within 10 years, making the company the world's top publicly listed company by market cap. 12. The Adventure Island token NXPC is launching today. It's worth keeping an eye on. [Market Analysis] Bitcoin is gearing up for a breakout. Many are predicting a head-and-shoulders pattern and bearish outlook, but the current trend is already clear. If it dips below $100K, it's a rebound; if it breaks above $100K, it's a reversal. Although ETF inflows have paused these past few days, it won't affect the long-term trend. After Bitcoin's short-term adjustment, coupled with new Federal Reserve rate cut expectations, the real movement will begin. The second half of the year is bound to be exciting. This bull market's main narratives are memes and AI, so hold onto the low-entry chips you've acquired. If you can't win the pump on-chain, don't try. Wait for the second-phase opportunity after the market selects winners, then enter during major corrections. This is also a strategy. Different people have different personalities, so think about the approach that suits you best. [Risk Reminder] Digital assets are highly volatile and carry significant risks. Please participate cautiously, avoid going all-in, and refrain from using loans or leverage.