Recently, the crypto assets market has experienced a series of significant events, triggering severe fluctuations in the market. The latest data showing a 2.7% year-on-year rise in the U.S. July CPI indicates that inflationary pressures have eased, and this news immediately sparked a positive reaction in the market.

With the release of inflation data, market expectations for a potential interest rate cut by the Federal Reserve have increased, and the price of Bitcoin has quickly surpassed the $120,000 mark. Institutional investors' interest in Crypto Assets continues to soar, with ETF holdings exceeding $80 billion, while the Bitcoin held by MicroStrategy is valued at a staggering $72 billion.

However, the market also faces some potential risk factors. The upcoming nearly $30 billion token unlock this month may exert certain pressure on the market. Among them, Solana will unlock $747 million, and Worldcoin will unlock $203 million. It is particularly noteworthy that projects like LayerZero, which will release 23% of circulating supply all at once, may trigger price Fluctuation in the short term.

In terms of regulation, the U.S. Securities and Exchange Commission ( SEC ) recently launched the 'Crypto Assets Framework', clearly stating that 'most tokens are not considered securities'. This policy shift is seen as a positive signal for the crypto industry. At the same time, Hong Kong has also introduced a stablecoin bill, and traditional financial institutions like Citibank have started to engage in stablecoin business, showing that Crypto Assets are gradually gaining mainstream recognition.

In terms of technological innovation, NFT platforms have started to experiment with AI dividend models, and the development momentum of decentralized exchanges is strong. The entire ecosystem is continuously improving and expanding. For investors, there may be some trading opportunities after the CPI data is released. $125,000 is considered an important resistance level for Bitcoin, and if it pulls back to around $112,000, it may be a good buying opportunity. In addition, the annualized yield for stablecoin staking is between 5% and 8%, which can be chosen as a risk hedge.

Overall, with the clarification of the policy environment and a significant influx of funds, the crypto assets market in August has shown a positive development trend. However, investors still need to be vigilant about potential risks and maintain a cautious and rational investment attitude.