BIAOQINGBiaoqing Precio

On August 24, the European Securities and Markets Authority updated the MiCA crypto asset service provider list, bringing the total number of EU-authorized CASPs (Crypto Asset Service Providers) to 331. The newly added 6 are all cooperative banks from Germany, including Raiffeisenbank Aidlingen, Ihre Volksbank, VR-Bank Mittelfranken Mitte, Volksbank Euskirchen, VR Bank Ried-Überwald, and Volksbank Backnang. Germany continues to lead the EU with 79 CASPs, far surpassing France's 35 and the Netherlands' 29. Since the end of June, when Germany had 57 CASPs, the number of authorizations has been rapidly increasing. The Federal Financial Supervisory Authority of Germany previously explained that the country's leading number of MiCA authorizations is primarily due to its large financial sector and numerous credit institutions qualified to provide crypto services. Germany's existing national licensing system has also played a significant role during the transition period, allowing some CASPs to obtain authorization through streamlined procedures, significantly accelerating the process compared to other member states. In this update, there were no changes to the asset-referenced tokens, electronic money tokens, and non-compliant entity datasets: the ART list remains empty, the EMT holds 43 items, and the non-compliant entity list remains at 167 items. Under the EU's unified crypto regulatory framework, Germany is vying for a compliant lead position.

On August 24, the European Securities and Markets Authority updated the MiCA crypto asset service provider list, bringing the total number of EU-authorized CASPs (Crypto Asset Service Providers) to 331. The newly added 6 are all cooperative banks from Germany, including Raiffeisenbank Aidlingen, Ihre Volksbank, VR-Bank Mittelfranken Mitte, Volksbank Euskirchen, VR Bank Ried-Überwald, and Volksbank Backnang. Germany continues to lead the EU with 79 CASPs, far surpassing France's 35 and the Netherlands' 29. Since the end of June, when Germany had 57 CASPs, the number has rapidly increased. The Federal Financial Supervisory Authority of Germany previously explained that the country's leading number of MiCA authorizations is primarily due to its large financial sector and numerous credit institutions qualified to provide crypto services. Germany's existing national licensing system has also played a significant role during the transition period, allowing some CASPs to obtain authorization through streamlined procedures, significantly accelerating the process compared to other member states. In this update, there were no changes to the asset-referenced tokens, electronic money tokens, and non-compliant entity datasets: the ART list remains empty, EMT holds at 43, and the non-compliant entity list remains at 167. Under the EU's unified crypto regulatory framework, Germany is vying for a compliant first-mover advantage.

On August 24, QCP Capital released a market commentary noting that Bitcoin recorded its strongest weekly performance since March 2024 last week, with an increase of over 20%, briefly reaching approximately $79,500. This surge coincided with a sharp shift in the interest rate market, as the yield on the U.S. 30-year Treasury bond approached 5.3%, the highest level since 2007. Subsequently, the Treasury announced that starting September 9, it would increase the long-end liquidity support repo size from a maximum of $2 billion per operation to at least $4 billion. The long-end yields fell in response, the dollar weakened, and both Bitcoin and gold rose in tandem. Position adjustments accelerated the initial breakout, followed by sustained participation in the spot market. Last week, U.S. spot Bitcoin and Ethereum ETFs attracted a combined net inflow of approximately $2.6 billion, marking the strongest weekly inflow since October 2025. This week, the market's focus shifts to three sets of macroeconomic variables: PCE inflation data, Nvidia's earnings report (AI investment cycle signal), and Federal Reserve Chairman Waller's inaugural keynote speech at Jackson Hole (monetary policy framework signal). Waller will deliver his speech at 10 PM on Friday, while the July PCE and the second estimate of Q2 GDP will be released on Wednesday. QCP summarized that last week's market was primarily driven by position changes and dynamics in the Treasury market, and whether this week's data can provide clearer guidance on the macro backdrop will be the core focus of the market.