Reincarnation Community News on May 28

1. 【Trump Family Fully Embraces Bitcoin】 (Importance: 25%)

Content: The CEO of Trump Media Group announced that Bitcoin will be included in the company's core asset reserves and plans to build a 'America First' financial system through Bitcoin payment ecosystems, with the scale of the initial purchase undisclosed.

Analysis: Political endorsement directly stimulates institutional accumulation expectations, with BlackRock's Bitcoin ETF seeing a single-day net inflow rebound to $380 million. However, caution is needed regarding the potential conflict between Trump’s tariff policies and Fed interest rate hike expectations; if inflation data exceeds expectations, it may weaken the narrative of Bitcoin as a safe haven.

2. 【XRP ETF Review Enters Deep Waters】 (Importance: 20%)

Content: The SEC announced that it would launch further review procedures for the WisdomTree XRP spot ETF, with the final ruling postponed until the end of October, focusing on whether XRP is classified as a security and the risks of market manipulation.

Analysis: Regulatory uncertainty suppresses market risk appetite, with a surge in large transfers on the XRP chain (over $120 million in a single day), which may indicate some funds are preemptively shifting to BTC for safety. However, if the SEC releases positive signals, it may trigger a phase of altcoin rebound.

3. 【Square Pilots Real-Time Bitcoin Payments】 (Importance: 15%)

Content: Square announced a pilot program for Bitcoin Lightning Network payments in Texas, allowing merchants to achieve near-instant settlement through API interfaces, with plans to open up to 200 million users globally by 2026.

Analysis: The commercial application reinforces BTC's attribute as a 'payment currency', but attention is needed on the potential policy hedging that may arise from the Fed's tightening regulation of stablecoins. On the first day of the pilot, the on-chain Lightning Network capacity surged by 23%, but the short-term impact on price is limited.

4. 【ETH Whale Movements Hide Secrets】 (Importance: 15%)

Content: Four new wallets extracted 4,392 ETH (valued at $11.7 million) from OKX, suspected to be institutional OTC entry or preparation for staking operations.

Analysis: The withdrawal addresses are highly correlated with Lido staking contracts, possibly preparing for the Ethereum ETF approval in June. However, caution is needed regarding the liquidity siphoning effect of tokens like SUI unlocking.

5. 【DeFi Security Architecture Upgrade Urgent】 (Importance: 10%)

Content: 1inch released an industry security white paper, recommending DeFi protocols to build 'algorithmic firewalls' to intercept suspicious transactions and suggesting CEXs adopt MPC technology to split private keys.