In the last round of Binance voting to delist Alpaca, it ranked seventh. Amidst all the doubts, Alpaca was one of the fourth to be delisted. If Binance's voting to list and delist is a complete joke, then the continuous decline after listing and the unstoppable pull after the announcement of delisting are the biggest mockery of the current market operation mechanism.

Alpaca can achieve such a trend, the main force's absolute control over the spot market, and the listing on Binance Futures are indispensable. Faced with the possible sharp drop in liquidity after delisting, and the premise that the crazy selling of retail investors before delisting caused the coin to plummet, the long orders of a huge amount were placed in advance, the negative funding rate was raised to the extreme, and the settlement income of the funding rate was reversed to cover the spot to continue to pull the market. When the market stopped trading, the income from the long contract orders was far greater than the loss from buying the spot. In the end, the coin was delisted as scheduled, retail investors held on to the end, and the dog dealer still had the last laugh.

The official IDO of the famous Japanese actress Yua Mikami raised more than 2 million US dollars in less than 24 hours. This MEME in the name of "love" with unknown exchange rate, unlimited fundraising and prohibition of Japanese participation has fired a shot in the revival of the short-term meme craze.

According to the information obtained by Sanshu, the IP copyright of Yua Mikami has been sold to a Chinese team. Whether it is the joint promotion by many Chinese KOLs or the hype that prohibits Japanese participation, the target customers and future retreat have been set. In any case, Sanshu still hopes that she can give the market a little hope. The remaining stubborn retail investors can no longer withstand the destruction. Then again, why would you just transfer the currency to Yua Mikami, who is said to be able to experience it for 100,000 yen? Wouldn't it be nice to go to Japan?

The initial data released for the U.S. real GDP annualized quarterly rate in the first quarter was -0.3%. The first heavyweight "strongest tariff" policy of Trump's term directly hit the jackpot. The initial value of the core PCE price index annualized quarterly rate in the first quarter was 3.5%, which exceeded expectations and the previous value. The monthly rate of the core PCE price index in March was 0%, which was lower than the previous value and expectations. The core PCE annual rate in March was 2.6%, which was in line with expectations. In summary, inflation control is okay, but the risk of a U.S. recession is increasing.

Influenced by this news, traders priced in a 92.3% probability that the Fed will keep interest rates unchanged in May, but it is expected to cut interest rates four times in the second half of the year, each by 25 basis points. The interest rate cuts starting in June are known to most people. The only thing we need to consider next is whether the interest rate cuts starting in June are a remedy for the economic recession or a macro-control for a soft landing of the economy. The difference between the two lies in whether there will be a panic sell-off in the market before the June interest rate decision.

According to the data, Bitcoin spot ETF had a net inflow of 172 million US dollars yesterday, and Ethereum spot ETF had a net inflow of 18.4 million US dollars. In the past seven trading days, BlackRock has increased its holdings by more than 25,000 bitcoins. At the same time, the Arizona legislature passed a resolution yesterday to include Bitcoin in the weekly strategic reserve. The bill will take effect after the governor of the state signs it, and the Bitcoin strategic reserve will officially come to the fore.

BTC: Bitcoin fell sharply in the evening due to the impact of data, and the bullish momentum on the chain weakened rapidly again, and the short-term uncertainty of the market increased slightly. From a technical perspective, Sanshu believes that as long as the 92,000-point daily trend support low is stabilized, and sufficient turnover is completed in the chip concentration area at this stage, the upward momentum of the market will remain strong. On the contrary, if the short-term black swan falls below the 92,000-point support due to the expectation of economic recession, all the current profit-taking orders should be exited. There is little need to speculate on the long and short positions in the short term. There is still a month and a half before the next interest rate cut. If there are enough chips in hand, just follow the trend. I personally expect that the possibility of a black swan is extremely low.

ETH: Ethereum is linked to Bitcoin, and there is not much chance before it breaks through 2000 points.

For the altcoins: continue to focus on Solana ecosystem tokens. Extremely strong tokens like Sui and Sol are not expected to have too much chance to bottom out. Considering the fund feedback on the chain in the past two days, you have to buy some chips anyway. If the new tokens HYPER and MILK can have a bottom pin on the hourly line, you can pay attention to them with a small position. The current adjustment strength is close to the neutral level. Other comments are available for discussion.

The Fear and Greed Index is 56 during the day.

Finally, stay away from leverage and stock up on spot goods! ​​​#亚利桑那比特币储备