Lacola
Airdrops • Retroactive • On-chain Research
Macro-driven insights for crypto builders & hunters.
AI-enhanced analysis via Kaito Yapper tools.
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Aggiornamento di Mercato - Venerdì, 6 Marzo
- L'oro, l'argento e le azioni statunitensi sono in calo, con Bitcoin che si ritira a $71K poiché il conflitto potrebbe durare più a lungo del previsto.
- Alle 20:30 di questa sera, gli Stati Uniti pubblicheranno i dati sulle buste paga Nonfarm di febbraio. Le aggiunte di posti di lavoro sono previste a 59K, in calo rispetto a 130K. Il tasso di disoccupazione è previsto rimanere al 4,3%.
Aggiornamento ETF Spot al 5 Marzo:
- Bitcoin è in calo di $139,2 milioni; BlackRock non ha fornito dati.
- Ethereum è in calo di $121,2 milioni; BlackRock non ha fornito dati.
- Solana è in calo di $6 milioni.
- La FDIC, la Fed e la OCC hanno emesso linee guida congiunte che affermano che i titoli tokenizzati saranno soggetti alle stesse normative patrimoniali dei titoli tradizionali.
- La Russia sta considerando un disegno di legge separato per le stablecoin, distinto dalle normative sulle criptovalute, previsto per essere affrontato entro luglio.
- La SEC ha ritirato la sua causa contro Justin Sun e la Tron Foundation; BitTorrent pagherà un risarcimento di $10 milioni.
- OKB è aumentato di oltre il 50% dopo che la sua società madre, NYSE, ha investito in OKX a una valutazione di $25 miliardi, con piani per lanciare azioni NYSE tokenizzate.
- La società di vendite allo scoperto Culper Research ha pubblicamente shortato Ethereum e Bitmine, criticando la comprensione di Ethereum da parte di Tom Lee.
- Il Protocollo Solv ha subito un'esploit di doppia coniazione, risultando in una perdita di circa $2,7 milioni, e si è impegnato a risarcire completamente gli utenti colpiti.
- Core Scientific ha ottenuto un prestito di $500 milioni da Morgan Stanley (potenzialmente fino a $1 miliardo) per espandere le sue operazioni di mining di Bitcoin e AI.
- L'oro, l'argento e le azioni statunitensi sono in calo, con Bitcoin che si ritira a $71K poiché il conflitto potrebbe durare più a lungo del previsto.
- Alle 20:30 di questa sera, gli Stati Uniti pubblicheranno i dati sulle buste paga Nonfarm di febbraio. Le aggiunte di posti di lavoro sono previste a 59K, in calo rispetto a 130K. Il tasso di disoccupazione è previsto rimanere al 4,3%.
Aggiornamento ETF Spot al 5 Marzo:
- Bitcoin è in calo di $139,2 milioni; BlackRock non ha fornito dati.
- Ethereum è in calo di $121,2 milioni; BlackRock non ha fornito dati.
- Solana è in calo di $6 milioni.
- La FDIC, la Fed e la OCC hanno emesso linee guida congiunte che affermano che i titoli tokenizzati saranno soggetti alle stesse normative patrimoniali dei titoli tradizionali.
- La Russia sta considerando un disegno di legge separato per le stablecoin, distinto dalle normative sulle criptovalute, previsto per essere affrontato entro luglio.
- La SEC ha ritirato la sua causa contro Justin Sun e la Tron Foundation; BitTorrent pagherà un risarcimento di $10 milioni.
- OKB è aumentato di oltre il 50% dopo che la sua società madre, NYSE, ha investito in OKX a una valutazione di $25 miliardi, con piani per lanciare azioni NYSE tokenizzate.
- La società di vendite allo scoperto Culper Research ha pubblicamente shortato Ethereum e Bitmine, criticando la comprensione di Ethereum da parte di Tom Lee.
- Il Protocollo Solv ha subito un'esploit di doppia coniazione, risultando in una perdita di circa $2,7 milioni, e si è impegnato a risarcire completamente gli utenti colpiti.
- Core Scientific ha ottenuto un prestito di $500 milioni da Morgan Stanley (potenzialmente fino a $1 miliardo) per espandere le sue operazioni di mining di Bitcoin e AI.
Aggiornamento di Mercato - Giovedì, 5 Marzo
- Le azioni statunitensi rimbalzano, Bitcoin raggiunge $74K prima di scendere a $72K. Quasi $600 milioni in liquidazioni si sono verificati in 24 ore, con l'80% da posizioni corte.
- Il Senato degli Stati Uniti ha votato 53-47 per respingere una proposta che limitava l'autorità del Presidente Trump di colpire l'Iran, evidenziando divisioni partitiche.
- Il rapporto sull'occupazione privata ADP di febbraio ha superato le aspettative, influenzando la Federal Reserve a mantenere i tassi d'interesse.
Aggiornamento ETF Spot al 4 marzo:
- Bitcoin è aumentato di $155,3 milioni; BlackRock non ha dati disponibili.
- Il Senato degli Stati Uniti ha votato 53-47 per respingere una proposta che limitava l'autorità del Presidente Trump di colpire l'Iran, evidenziando divisioni partitiche.
- Il rapporto sull'occupazione privata ADP di febbraio ha superato le aspettative, influenzando la Federal Reserve a mantenere i tassi d'interesse.
Aggiornamento ETF Spot al 4 marzo:
- Bitcoin è aumentato di $155,3 milioni; BlackRock non ha dati disponibili.
Visualizza traduzione
Bitcoin has reached a one-month high
Bitcoin has reached a one-month high, briefly surpassing $74,000, the highest level since February 5. It is currently trading around $72,800. The total cryptocurrency market capitalization has rebounded by 5.5%, exceeding $2.53 trillion.
In ongoing conflict developments (Day 5):
Iran:
- Denied reports of secretly sending negotiation messages to the U.S. without a response.
- Warned it would target Israel's Dimona nuclear facility if the U.S. and Israel pursue regime change in Tehran.
- Casualties in Iran: 1,045 dead and hundreds injured.
U.S. and Israel:
- A U.S. submarine sank an Iranian warship off the coast of Sri Lanka while returning from India.
- NATO intercepted and shot down an Iranian missile aimed at Turkish airspace.
- The U.S. Senate rejected a war powers resolution requiring President Trump to withdraw from the conflict in Iran, indicating Republican reluctance to oppose him.
- A CBS News survey shows most Americans support military action in Iran if it concludes within a month.
- Casualties for the U.S.: 6 dead, 18 injured; for Israel: 11 dead, hundreds injured.
Regarding the U.S. economy, the February ADP report indicates a stronger-than-expected increase in private sector jobs last month, although January's figures were significantly revised down.
The market is awaiting the February Non-farm Payroll report, set to be released at 8:30 PM on Friday, for further insights.
In ongoing conflict developments (Day 5):
Iran:
- Denied reports of secretly sending negotiation messages to the U.S. without a response.
- Warned it would target Israel's Dimona nuclear facility if the U.S. and Israel pursue regime change in Tehran.
- Casualties in Iran: 1,045 dead and hundreds injured.
U.S. and Israel:
- A U.S. submarine sank an Iranian warship off the coast of Sri Lanka while returning from India.
- NATO intercepted and shot down an Iranian missile aimed at Turkish airspace.
- The U.S. Senate rejected a war powers resolution requiring President Trump to withdraw from the conflict in Iran, indicating Republican reluctance to oppose him.
- A CBS News survey shows most Americans support military action in Iran if it concludes within a month.
- Casualties for the U.S.: 6 dead, 18 injured; for Israel: 11 dead, hundreds injured.
Regarding the U.S. economy, the February ADP report indicates a stronger-than-expected increase in private sector jobs last month, although January's figures were significantly revised down.
The market is awaiting the February Non-farm Payroll report, set to be released at 8:30 PM on Friday, for further insights.
Visualizza traduzione
Market Update - Wednesday, March 4
- Precious metals continue to adjust, U.S. stocks closed lower, while Bitcoin remains stable above $68K amid ongoing Middle East tensions.
- At 8:15 PM today: ADP private sector employment change report for February is expected to show an increase of 50K, up from 22K previously.
ETF Spot Update as of March 3:
- Bitcoin is down $97.2 million, with no data from BlackRock.
- Ethereum is down $52.7 million, with no data from BlackRock.
- Solana is up $0.7 million.
- Former President Trump calls on banks to collaborate in advancing the Crypto Act for timely completion of the legal framework by Congress.
- CFTC Chairman states that crypto exchanges may legally trade perpetual contracts in the U.S. within the next month.
- Indiana has signed a bill prohibiting discriminatory taxation on crypto and including it in the state pension fund, effective July 1, 2026.
- Binance has launched seven AI agent features, allowing market data access, order placement, and smart money tracking on the platform.
- Visa and Bridge (Stripe) are expanding stablecoin-linked cards to over 100 countries by the end of the year, testing direct payments.
- Paraguay's national electricity company is utilizing 1,500 seized Bitcoin mining machines to initiate a government BTC mining project.
- Bitcoin mining company MARA denies rumors of liquidating its Bitcoin holdings, stating it seeks permission for flexible buying and selling based on market conditions.
- Precious metals continue to adjust, U.S. stocks closed lower, while Bitcoin remains stable above $68K amid ongoing Middle East tensions.
- At 8:15 PM today: ADP private sector employment change report for February is expected to show an increase of 50K, up from 22K previously.
ETF Spot Update as of March 3:
- Bitcoin is down $97.2 million, with no data from BlackRock.
- Ethereum is down $52.7 million, with no data from BlackRock.
- Solana is up $0.7 million.
- Former President Trump calls on banks to collaborate in advancing the Crypto Act for timely completion of the legal framework by Congress.
- CFTC Chairman states that crypto exchanges may legally trade perpetual contracts in the U.S. within the next month.
- Indiana has signed a bill prohibiting discriminatory taxation on crypto and including it in the state pension fund, effective July 1, 2026.
- Binance has launched seven AI agent features, allowing market data access, order placement, and smart money tracking on the platform.
- Visa and Bridge (Stripe) are expanding stablecoin-linked cards to over 100 countries by the end of the year, testing direct payments.
- Paraguay's national electricity company is utilizing 1,500 seized Bitcoin mining machines to initiate a government BTC mining project.
- Bitcoin mining company MARA denies rumors of liquidating its Bitcoin holdings, stating it seeks permission for flexible buying and selling based on market conditions.
Aggiornamento di Mercato - Martedì, 3 Marzo
- L'oro e l'argento stanno perdendo slancio, le azioni statunitensi stanno lottando, mentre Bitcoin mostra resilienza, aumentando da $65K a $69K.
- Trump annuncia un attacco importante all'Iran previsto entro 24 ore, mirando alle sue capacità militari.
- Un tribunale d'appello degli Stati Uniti nega la richiesta di Trump di rinviare i rimborsi sui dazi per 90 giorni, anche se il processo potrebbe richiedere anni.
Aggiornamento ETF Spot al 2 Marzo:
- Bitcoin è in aumento di $195 milioni, con Fidelity che guadagna $94,8 milioni; BlackRock non ha dati disponibili.
- Ethereum è in aumento di $12,2 milioni; BlackRock non ha dati disponibili.
- Solana è in aumento di $16,8 milioni.
- L'alleanza bancaria dell'UE sta negoziando con gli scambi di criptovalute per distribuire una stablecoin in euro, prevista per il lancio nella seconda metà del 2026.
- Un tribunale statunitense respinge una causa contro Uniswap, stabilendo che la piattaforma non è responsabile per i token truffa emessi da terzi.
- CME ha aggiunto futures per ADA, LINK e XLM, coprendo oltre il 75% della capitalizzazione di mercato delle criptovalute.
- Il principale scambio dell'Iran, Nobitex, riporta un aumento del 700% nelle criptovalute prelevate solo pochi minuti dopo l'attacco aereo.
Attività Istituzionale:
- Strategy ha acquisito ulteriori 3,015 BTC ($204,1 milioni), portando le sue partecipazioni totali a 720,737 BTC.
- Bitmine ha aggiunto 50,928 ETH (~$100 milioni), portando il totale a quasi 4,5 milioni di ETH, con il 68% staked.
- ProCap ha acquisito ulteriori 450 BTC (~$31 milioni), aumentando le sue partecipazioni totali a 5,457 BTC.
- L'oro e l'argento stanno perdendo slancio, le azioni statunitensi stanno lottando, mentre Bitcoin mostra resilienza, aumentando da $65K a $69K.
- Trump annuncia un attacco importante all'Iran previsto entro 24 ore, mirando alle sue capacità militari.
- Un tribunale d'appello degli Stati Uniti nega la richiesta di Trump di rinviare i rimborsi sui dazi per 90 giorni, anche se il processo potrebbe richiedere anni.
Aggiornamento ETF Spot al 2 Marzo:
- Bitcoin è in aumento di $195 milioni, con Fidelity che guadagna $94,8 milioni; BlackRock non ha dati disponibili.
- Ethereum è in aumento di $12,2 milioni; BlackRock non ha dati disponibili.
- Solana è in aumento di $16,8 milioni.
- L'alleanza bancaria dell'UE sta negoziando con gli scambi di criptovalute per distribuire una stablecoin in euro, prevista per il lancio nella seconda metà del 2026.
- Un tribunale statunitense respinge una causa contro Uniswap, stabilendo che la piattaforma non è responsabile per i token truffa emessi da terzi.
- CME ha aggiunto futures per ADA, LINK e XLM, coprendo oltre il 75% della capitalizzazione di mercato delle criptovalute.
- Il principale scambio dell'Iran, Nobitex, riporta un aumento del 700% nelle criptovalute prelevate solo pochi minuti dopo l'attacco aereo.
Attività Istituzionale:
- Strategy ha acquisito ulteriori 3,015 BTC ($204,1 milioni), portando le sue partecipazioni totali a 720,737 BTC.
- Bitmine ha aggiunto 50,928 ETH (~$100 milioni), portando il totale a quasi 4,5 milioni di ETH, con il 68% staked.
- ProCap ha acquisito ulteriori 450 BTC (~$31 milioni), aumentando le sue partecipazioni totali a 5,457 BTC.
Visualizza traduzione
Proper decentralized infrastructure
The robotics industry is on the verge of explosive growth, but one critical piece has been missing: proper decentralized infrastructure. This is exactly what
@Fabric Foundation
is solving. Fabric Foundation is developing a dedicated blockchain coordination layer specifically designed for autonomous robots and AGI systems. Think of it as the "operating system" for the Robot Economy. At its core, Fabric enables robots to have persistent on-chain identities, verifiable credentials, and economic agency. Robots will be able to independently:
• Discover and accept tasks
• Verify completion through cryptographic proofs
• Receive instant $ROBO payments
• Build reputation over time
• Participate in governance This isn't just another crypto project. It's foundational infrastructure that could shape how humanity interacts with intelligent machines for decades to come. By making robotics open, transparent, and economically inclusive,@Fabric Foundation is working to prevent a future where a handful of corporations control all advanced robots. $ROBO serves as the fuel for this entire ecosystem — used for task payments, staking for security, governance voting, and rewarding valuable contributors in the network. The implications are massive. From urban delivery networks and agricultural automation to elder care and scientific research, robots powered by Fabric could operate more efficiently and safely than anything we've seen before. If you're interested in the intersection of AI, robotics, and blockchain, $ROBO and
@Fabric Foundation
deserve your attention. The Robot Economy isn't coming — it's already being built. #ROBO
@Fabric Foundation
is solving. Fabric Foundation is developing a dedicated blockchain coordination layer specifically designed for autonomous robots and AGI systems. Think of it as the "operating system" for the Robot Economy. At its core, Fabric enables robots to have persistent on-chain identities, verifiable credentials, and economic agency. Robots will be able to independently:
• Discover and accept tasks
• Verify completion through cryptographic proofs
• Receive instant $ROBO payments
• Build reputation over time
• Participate in governance This isn't just another crypto project. It's foundational infrastructure that could shape how humanity interacts with intelligent machines for decades to come. By making robotics open, transparent, and economically inclusive,@Fabric Foundation is working to prevent a future where a handful of corporations control all advanced robots. $ROBO serves as the fuel for this entire ecosystem — used for task payments, staking for security, governance voting, and rewarding valuable contributors in the network. The implications are massive. From urban delivery networks and agricultural automation to elder care and scientific research, robots powered by Fabric could operate more efficiently and safely than anything we've seen before. If you're interested in the intersection of AI, robotics, and blockchain, $ROBO and
@Fabric Foundation
deserve your attention. The Robot Economy isn't coming — it's already being built. #ROBO
Visualizza traduzione
#robo $ROBO Imagine a world where robots operate as independent economic agents rather than corporate property. @Fabric Foundation
is pioneering the blockchain infrastructure for a truly open Robot Economy. With $ROBO as the native token, robots can receive tasks, execute work, and receive payments autonomously and transparently. The era of decentralized robotics has begun.
is pioneering the blockchain infrastructure for a truly open Robot Economy. With $ROBO as the native token, robots can receive tasks, execute work, and receive payments autonomously and transparently. The era of decentralized robotics has begun.
Visualizza traduzione
The biggest problem with today's AI isn't capability — it's trust
Large language models hallucinate, produce biased outputs, and lack any mechanism for verification. This is where
@Mira - Trust Layer of AI
comes in with a revolutionary approach. Mira Network is building a decentralized Trust Layer specifically designed for AI. The protocol breaks down AI responses into individual claims and routes them to multiple independent models for verification. Through collective intelligence and a hybrid consensus mechanism (combining AI inference work with staking), the network reaches agreement and generates cryptographic proofs stored on-chain. This means every important output can now come with mathematical proof of its validity. Developers building AI agents can finally move beyond simple chatbots to truly autonomous systems that can be trusted in high-stakes environments like finance, healthcare, and legal services. The $MIRA token plays a critical role here — powering staking for security, paying for verification requests, and enabling governance. As adoption grows, the utility and demand for $MIRA should increase significantly. We're still very early in the verifiable AI narrative, but
@mira_network
has positioned itself as one of the strongest contenders. The tech is solid, the vision is clear, and the execution so far has been impressive. If you're interested in the intersection of AI and blockchain, this project deserves your attention.
@Mira - Trust Layer of AI
comes in with a revolutionary approach. Mira Network is building a decentralized Trust Layer specifically designed for AI. The protocol breaks down AI responses into individual claims and routes them to multiple independent models for verification. Through collective intelligence and a hybrid consensus mechanism (combining AI inference work with staking), the network reaches agreement and generates cryptographic proofs stored on-chain. This means every important output can now come with mathematical proof of its validity. Developers building AI agents can finally move beyond simple chatbots to truly autonomous systems that can be trusted in high-stakes environments like finance, healthcare, and legal services. The $MIRA token plays a critical role here — powering staking for security, paying for verification requests, and enabling governance. As adoption grows, the utility and demand for $MIRA should increase significantly. We're still very early in the verifiable AI narrative, but
@mira_network
has positioned itself as one of the strongest contenders. The tech is solid, the vision is clear, and the execution so far has been impressive. If you're interested in the intersection of AI and blockchain, this project deserves your attention.
Visualizza traduzione
Discovering the future of trustworthy AI with @Mira - Trust Layer of AI
! They're building the Trust Layer that makes AI outputs verifiable on-chain using collective intelligence. No more hallucinations – just provable truth. Excited to see $MIRA powering this revolution. #Mira
! They're building the Trust Layer that makes AI outputs verifiable on-chain using collective intelligence. No more hallucinations – just provable truth. Excited to see $MIRA powering this revolution. #Mira
#creatorpadvn $BNB Arthur afferma che il conflitto in corso è un catalizzatore per la Federal Reserve per aumentare l'offerta di denaro, il che porterà infine a un aumento dei prezzi di Bitcoin. Sostiene che, poiché Trump prolunga il conflitto con l'Iran, la Fed stamperà più denaro in supporto, portando a un aumento di Bitcoin.
Nonostante questa affermazione, si nota che oltre 42 milioni nel suo portafoglio non contengono alcun Bitcoin.
Questo è solo a scopo informativo e non costituisce un consiglio d'investimento. @Binance Vietnam
Nonostante questa affermazione, si nota che oltre 42 milioni nel suo portafoglio non contengono alcun Bitcoin.
Questo è solo a scopo informativo e non costituisce un consiglio d'investimento. @Binance Vietnam
Aggiornamento di Mercato - Lunedì, 2 Marzo
- I mercati azionari statunitensi dovrebbero aprire in ribasso. Il Bitcoin è tornato nell'intervallo di $66K - $67K in mezzo a nuovi sviluppi nel conflitto in Iran.
- L'ex presidente Trump ha dichiarato che l'azione militare potrebbe durare quattro settimane, puntando al cambio di regime in Iran oltre le sole questioni nucleari.
- Gli investitori tradizionali stanno entrando in Hyperliquid per commerciare petrolio greggio e oro a causa del conflitto in Iran in aumento.
- X ha revocato il divieto sulla pubblicità di criptovalute, ma le pubblicità devono essere etichettate come "pagate." Il divieto rimane in vigore nell'UE, nel Regno Unito e in Australia.
- L'ex presidente Trump ha dichiarato che l'azione militare potrebbe durare quattro settimane, puntando al cambio di regime in Iran oltre le sole questioni nucleari.
- Gli investitori tradizionali stanno entrando in Hyperliquid per commerciare petrolio greggio e oro a causa del conflitto in Iran in aumento.
- X ha revocato il divieto sulla pubblicità di criptovalute, ma le pubblicità devono essere etichettate come "pagate." Il divieto rimane in vigore nell'UE, nel Regno Unito e in Australia.
Visualizza traduzione
Market Update - Saturday, February 28
- Gold rises to $5,300, U.S. stocks continue to decline, Bitcoin slightly drops to around $65,000, and altcoins remain stagnant.
- Trump expresses disappointment over U.S.-Iran negotiations, warns of potential military action, with the probability of a U.S. attack on Iran increasing to 69%.
- U.S. PPI inflation for January exceeds forecasts, prompting the Fed to maintain a cautious stance on interest rate cuts.
ETF Spot Update for February 27
- Bitcoin shows a gain of $1.9 million; BlackRock has no data available.
- Ethereum has no transactions; BlackRock has no data available.
- Solana shows a gain of $1.3 million.
- David Sacks states that the crypto sector has made significant concessions regarding stablecoin yields and urges banks to collaborate for the swift passage of the CLARITY Act.
- The U.S. Department of Justice continues to seize $580 million in crypto linked to fraud schemes from Southeast Asia.
- Major U.S. bank Morgan Stanley applies for a banking license to custody crypto and offer staking services.
- U.K. bank Barclays seeks partners to develop a blockchain platform for payments, tokenized deposits, and stablecoins.
- The South Korean tax agency accidentally leaked a seed phrase in a public announcement, resulting in the theft of $4.8 million in PRTG tokens.
- ZKsync Lite announces it will cease operations on May 4, 2026; funds will still be withdrawable, and other systems will not be affected.
- Crypto fund Paradigm expands into AI and robotics, raising a new fund of $1.5 billion for this strategy.
- Gold rises to $5,300, U.S. stocks continue to decline, Bitcoin slightly drops to around $65,000, and altcoins remain stagnant.
- Trump expresses disappointment over U.S.-Iran negotiations, warns of potential military action, with the probability of a U.S. attack on Iran increasing to 69%.
- U.S. PPI inflation for January exceeds forecasts, prompting the Fed to maintain a cautious stance on interest rate cuts.
ETF Spot Update for February 27
- Bitcoin shows a gain of $1.9 million; BlackRock has no data available.
- Ethereum has no transactions; BlackRock has no data available.
- Solana shows a gain of $1.3 million.
- David Sacks states that the crypto sector has made significant concessions regarding stablecoin yields and urges banks to collaborate for the swift passage of the CLARITY Act.
- The U.S. Department of Justice continues to seize $580 million in crypto linked to fraud schemes from Southeast Asia.
- Major U.S. bank Morgan Stanley applies for a banking license to custody crypto and offer staking services.
- U.K. bank Barclays seeks partners to develop a blockchain platform for payments, tokenized deposits, and stablecoins.
- The South Korean tax agency accidentally leaked a seed phrase in a public announcement, resulting in the theft of $4.8 million in PRTG tokens.
- ZKsync Lite announces it will cease operations on May 4, 2026; funds will still be withdrawable, and other systems will not be affected.
- Crypto fund Paradigm expands into AI and robotics, raising a new fund of $1.5 billion for this strategy.
Aggiornamento di Mercato - Venerdì, 27 febbraio
- Le azioni statunitensi sono diventate negative, con il Bitcoin che scende leggermente a circa $67K, trascinando verso il basso le altcoin.
- Il terzo round di negoziazioni tra Stati Uniti e Iran a Ginevra si è concluso senza risultati significativi, con colloqui previsti per continuare la prossima settimana.
- Questa sera alle 20:30, gli Stati Uniti rilasceranno i dati sull'inflazione PPI di gennaio:
- Inflazione PPI anno su anno (Previsione = 2.6%, Precedente = 3%)
- Inflazione Core PPI anno su anno (Previsione = 3%, Precedente = 3.3%)
Aggiornamento ETF Spot per il 26 febbraio:
- Il Bitcoin è in calo di -$21.4M, senza dati da BlackRock.
- Il terzo round di negoziazioni tra Stati Uniti e Iran a Ginevra si è concluso senza risultati significativi, con colloqui previsti per continuare la prossima settimana.
- Questa sera alle 20:30, gli Stati Uniti rilasceranno i dati sull'inflazione PPI di gennaio:
- Inflazione PPI anno su anno (Previsione = 2.6%, Precedente = 3%)
- Inflazione Core PPI anno su anno (Previsione = 3%, Precedente = 3.3%)
Aggiornamento ETF Spot per il 26 febbraio:
- Il Bitcoin è in calo di -$21.4M, senza dati da BlackRock.
Aggiornamento di Mercato - Giovedì, 26 Febbraio
- Le azioni statunitensi continuano a salire, con Bitcoin che raggiunge $68K - $69K. Quasi $600 milioni in posizioni sono stati liquidati nelle ultime 24 ore, con l'80% delle posizioni a breve.
- Il terzo round dei negoziati nucleari tra Stati Uniti e Iran avrà luogo oggi a Ginevra, con entrambe le parti che danno priorità alla diplomazia.
- L'investigatore ZachXBT rilascerà oggi risultati su un'importante azienda crypto coinvolta nel trading interno.
Aggiornamento ETF Spot per il 25 Febbraio
- Bitcoin ha guadagnato $506,6 milioni, BlackRock ha guadagnato $297,4 milioni.
- Ethereum ha guadagnato $157,2 milioni, Fidelity ha guadagnato $61,9 milioni.
- Solana ha guadagnato $30 milioni.
- Le voci suggeriscono che il gigante di Wall Street Jane Street abbia venduto Bitcoin quotidianamente alle 10 AM EST, cessando solo dopo essere stata citata in giudizio da Terra.
- Il Regno Unito ha selezionato quattro aziende per testare l'emissione di stablecoin a partire dal Q1 2026, preparandosi per un quadro normativo crypto previsto per il lancio nell'ottobre 2027.
- Il Ministro delle Finanze olandese ha confermato i piani per modificare la controversa legge fiscale sul crypto del 36%.
- Vitalik Buterin ha venduto un totale di 15.479 ETH (circa $31 milioni) a un prezzo medio di $1.999, completando il 94% del suo piano in poco più di 20 giorni.
- Tether ha investito nella piattaforma di trading Whop, che integrerà pagamenti USDT e USDT0 attraverso il suo wallet.
- Kalshi ha penalizzato un editor di MrBeast con $20.000 e ha imposto un divieto di due anni per trading interno, mentre un politico statunitense ha ricevuto un divieto di cinque anni.
- Le azioni statunitensi continuano a salire, con Bitcoin che raggiunge $68K - $69K. Quasi $600 milioni in posizioni sono stati liquidati nelle ultime 24 ore, con l'80% delle posizioni a breve.
- Il terzo round dei negoziati nucleari tra Stati Uniti e Iran avrà luogo oggi a Ginevra, con entrambe le parti che danno priorità alla diplomazia.
- L'investigatore ZachXBT rilascerà oggi risultati su un'importante azienda crypto coinvolta nel trading interno.
Aggiornamento ETF Spot per il 25 Febbraio
- Bitcoin ha guadagnato $506,6 milioni, BlackRock ha guadagnato $297,4 milioni.
- Ethereum ha guadagnato $157,2 milioni, Fidelity ha guadagnato $61,9 milioni.
- Solana ha guadagnato $30 milioni.
- Le voci suggeriscono che il gigante di Wall Street Jane Street abbia venduto Bitcoin quotidianamente alle 10 AM EST, cessando solo dopo essere stata citata in giudizio da Terra.
- Il Regno Unito ha selezionato quattro aziende per testare l'emissione di stablecoin a partire dal Q1 2026, preparandosi per un quadro normativo crypto previsto per il lancio nell'ottobre 2027.
- Il Ministro delle Finanze olandese ha confermato i piani per modificare la controversa legge fiscale sul crypto del 36%.
- Vitalik Buterin ha venduto un totale di 15.479 ETH (circa $31 milioni) a un prezzo medio di $1.999, completando il 94% del suo piano in poco più di 20 giorni.
- Tether ha investito nella piattaforma di trading Whop, che integrerà pagamenti USDT e USDT0 attraverso il suo wallet.
- Kalshi ha penalizzato un editor di MrBeast con $20.000 e ha imposto un divieto di due anni per trading interno, mentre un politico statunitense ha ricevuto un divieto di cinque anni.
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JPMorgan: Bitcoin More Attractive Than Gold in the Long Term
In a recent report, JPMorgan noted that gold has outperformed Bitcoin since October, with gold also experiencing greater price volatility. As negative sentiment shifts, JPMorgan believes Bitcoin has the potential to be reevaluated as a hedge comparable to gold in risk scenarios.
Two reasons JPMorgan remains bullish amid a declining market:
1. Bitcoin has fallen below the breakeven point for miners, with the estimated cost to mine one BTC around $77,000. Many weaker miners are forced to shut down, but this is seen as a natural cleansing process rather than a signal of collapse.
2. Legal progress in the U.S. with the CLARITY Act will create a clear legal framework, encouraging institutional investment.
Head of Analysis Nikolaos Panigirtzoglou concluded, "We expect crypto inflows to continue increasing in 2026, this time led by institutional investors rather than retail."
In a recent report, JPMorgan noted that gold has outperformed Bitcoin since October, with gold also experiencing greater price volatility. As negative sentiment shifts, JPMorgan believes Bitcoin has the potential to be reevaluated as a hedge comparable to gold in risk scenarios.
Two reasons JPMorgan remains bullish amid a declining market:
1. Bitcoin has fallen below the breakeven point for miners, with the estimated cost to mine one BTC around $77,000. Many weaker miners are forced to shut down, but this is seen as a natural cleansing process rather than a signal of collapse.
2. Legal progress in the U.S. with the CLARITY Act will create a clear legal framework, encouraging institutional investment.
Head of Analysis Nikolaos Panigirtzoglou concluded, "We expect crypto inflows to continue increasing in 2026, this time led by institutional investors rather than retail."
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Market Update - Friday, February 13
- Gold, U.S. stocks, and cryptocurrencies are all declining. Bitcoin $BTC has dropped to $66,000, and altcoins are struggling to recover.
- At 8:30 PM EST, the U.S. will release January CPI inflation data:
- Year-over-year CPI inflation (Forecast = 2.4%, Previous = 2.7%)
- Year-over-year Core CPI inflation (Forecast = 2.5%, Previous = 2.6%)
ETF Spot Update for February 12: No data available.
- The Federal Reserve proposes categorizing cryptocurrencies as a separate asset class for derivatives trading, citing high volatility and the need for increased margin requirements.
- The CFTC has established an Innovation Advisory Council focused on AI and blockchain, featuring leaders from Solana, Ripple, Coinbase, and Polymarket.
- Coinbase reported a Q4 2025 loss of $667 million, ending an eight-quarter streak of profitability as the crypto market declined.
- Binance's SAFU fund has completed a plan to transfer $1billion in stablecoins to Bitcoin, now holding 15,000 BTC.
- Ethzilla has tokenized Boeing aircraft engines on Ethereum, allowing investors to earn rental income through token purchases.
- Aave Labs is proposing an upgrade to V4, requesting $25 million in stablecoins and 75,000 AAVE from the DAO for development over the next year, promising to return 100% of revenue to the DAO.
- Gold, U.S. stocks, and cryptocurrencies are all declining. Bitcoin $BTC has dropped to $66,000, and altcoins are struggling to recover.
- At 8:30 PM EST, the U.S. will release January CPI inflation data:
- Year-over-year CPI inflation (Forecast = 2.4%, Previous = 2.7%)
- Year-over-year Core CPI inflation (Forecast = 2.5%, Previous = 2.6%)
ETF Spot Update for February 12: No data available.
- The Federal Reserve proposes categorizing cryptocurrencies as a separate asset class for derivatives trading, citing high volatility and the need for increased margin requirements.
- The CFTC has established an Innovation Advisory Council focused on AI and blockchain, featuring leaders from Solana, Ripple, Coinbase, and Polymarket.
- Coinbase reported a Q4 2025 loss of $667 million, ending an eight-quarter streak of profitability as the crypto market declined.
- Binance's SAFU fund has completed a plan to transfer $1billion in stablecoins to Bitcoin, now holding 15,000 BTC.
- Ethzilla has tokenized Boeing aircraft engines on Ethereum, allowing investors to earn rental income through token purchases.
- Aave Labs is proposing an upgrade to V4, requesting $25 million in stablecoins and 75,000 AAVE from the DAO for development over the next year, promising to return 100% of revenue to the DAO.
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Market Update - Wednesday, February 11
- Bitcoin is trading between $68K and $69K, while altcoins are mostly in the red. The market sentiment index remains at 11, indicating "extreme fear."
- At 8:30 PM EST, the U.S. will release January Nonfarm Payroll data. The forecast for new jobs is 70K, up from 50K previously. The unemployment rate is expected to remain at 4.4%.
ETF Spot Update as of February 10:
- Bitcoin shows a gain of $140 million; BlackRock has not provided data.
- Ethereum shows a gain of $13.8 million; BlackRock has not provided data.
- Solana shows a gain of $7.7 million.
- The European Union has proposed a complete ban on crypto transactions with Russia to prevent sanctions evasion, requiring consensus from all 27 member states.
- The UK's FCA is suing the HTX exchange for illegal crypto advertising targeting UK users.
- Goldman Sachs has disclosed holding $2.36 billion in crypto through ETFs (BTC, ETH, XRP, SOL), representing 0.33% of its investment portfolio.
- Sam Bankman-Fried has filed for a retrial in the FTX case, citing new witness testimony, though the chances of success are considered low.
- Several key leaders have left the Worldcoin project, reportedly due to company culture and leadership issues.
- LayerZero has launched its Layer 1 "Zero" for Wall Street, with investments and advisory from major firms including Citadel, ICE, Cathie Wood, and Tether.
- Bitcoin is trading between $68K and $69K, while altcoins are mostly in the red. The market sentiment index remains at 11, indicating "extreme fear."
- At 8:30 PM EST, the U.S. will release January Nonfarm Payroll data. The forecast for new jobs is 70K, up from 50K previously. The unemployment rate is expected to remain at 4.4%.
ETF Spot Update as of February 10:
- Bitcoin shows a gain of $140 million; BlackRock has not provided data.
- Ethereum shows a gain of $13.8 million; BlackRock has not provided data.
- Solana shows a gain of $7.7 million.
- The European Union has proposed a complete ban on crypto transactions with Russia to prevent sanctions evasion, requiring consensus from all 27 member states.
- The UK's FCA is suing the HTX exchange for illegal crypto advertising targeting UK users.
- Goldman Sachs has disclosed holding $2.36 billion in crypto through ETFs (BTC, ETH, XRP, SOL), representing 0.33% of its investment portfolio.
- Sam Bankman-Fried has filed for a retrial in the FTX case, citing new witness testimony, though the chances of success are considered low.
- Several key leaders have left the Worldcoin project, reportedly due to company culture and leadership issues.
- LayerZero has launched its Layer 1 "Zero" for Wall Street, with investments and advisory from major firms including Citadel, ICE, Cathie Wood, and Tether.
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U.S. stocks showed mixed results, with the Dow Jones reaching a new high, while the S&P 500 and Nasdaq both declined. Bitcoin remains range-bound below $70,000, and most altcoins are in the red.
In economic data, December retail sales disappointed, showing no growth at 0.0% compared to November, falling short of the expected 0.4% increase. This weak data slightly raised expectations for a Federal Reserve rate cut in March from 17.2% to around 20%.
Regarding tensions in Iran, former President Trump is considering deploying a second aircraft carrier if Iran does not cooperate in upcoming negotiations. The U.S. currently has about 10 warships in the Middle East, including the USS Abraham Lincoln.
In the crypto sector, a second meeting at the White House between crypto representatives and banks regarding stablecoin yield payments showed progress, although no final agreement has been reached. For the first time, banks are open to discussing an "exception" for transaction-based rewards, despite previous refusals.
Tonight at 8:30 PM (Vietnam time), the U.S. will release the January Non-farm payroll report. The forecast anticipates 70,000 new jobs in the non-farm sector for the first month of the year. The market currently expects the Fed to cut rates twice this year, each by 0.25%.
In economic data, December retail sales disappointed, showing no growth at 0.0% compared to November, falling short of the expected 0.4% increase. This weak data slightly raised expectations for a Federal Reserve rate cut in March from 17.2% to around 20%.
Regarding tensions in Iran, former President Trump is considering deploying a second aircraft carrier if Iran does not cooperate in upcoming negotiations. The U.S. currently has about 10 warships in the Middle East, including the USS Abraham Lincoln.
In the crypto sector, a second meeting at the White House between crypto representatives and banks regarding stablecoin yield payments showed progress, although no final agreement has been reached. For the first time, banks are open to discussing an "exception" for transaction-based rewards, despite previous refusals.
Tonight at 8:30 PM (Vietnam time), the U.S. will release the January Non-farm payroll report. The forecast anticipates 70,000 new jobs in the non-farm sector for the first month of the year. The market currently expects the Fed to cut rates twice this year, each by 0.25%.
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Market Update for Tuesday, October 2
- U.S. stocks continue to rise, Bitcoin hovers around $70,000, while altcoins remain stagnant.
- At 8:30 PM ET, the U.S. will release December retail sales data:
- Retail Sales month-over-month (Forecast = 0.4%, Previous = 0.6%)
- Core Retail Sales month-over-month (Forecast = 0.4%, Previous = 0.5%)
ETF Spot Update for February 9
- Bitcoin is up $165.8 million, Grayscale Mini gained $130.5 million, BlackRock data is not yet available.
- Ethereum is up $102 million, BlackRock data is not yet available.
- Solana trading is balanced.
- Polymarket is suing the state of Massachusetts for banning its prediction market, claiming only the federal CFTC has regulatory authority.
- France warns crypto companies to obtain MiCA licenses by July 1, 2026, or cease operations.
- Jump Trading plans to acquire stakes in Kalshi and Polymarket in exchange for providing liquidity to both platforms.
- Crypto exchange Backpack is raising $50 million at a $1 billion valuation, claiming to have generated over $100 million in 2025.
Institutional Activity:
- Strategy has acquired an additional 1,142 BTC ($90 million), increasing total holdings to 714,644 BTC ($49 billion).
- Bitmine purchased an additional 40,000 ETH ($80 million) early this morning, matching last week's total.
- Binance's SAFU fund bought an additional 4,225 BTC ($300 million), reaching three-quarters of its $1 billion target.
- Bitcoin mining company Cango sold 4,451 BTC (~$305 million) to pay off debts and shift focus to AI, currently holding about 3,000 $BTC
- U.S. stocks continue to rise, Bitcoin hovers around $70,000, while altcoins remain stagnant.
- At 8:30 PM ET, the U.S. will release December retail sales data:
- Retail Sales month-over-month (Forecast = 0.4%, Previous = 0.6%)
- Core Retail Sales month-over-month (Forecast = 0.4%, Previous = 0.5%)
ETF Spot Update for February 9
- Bitcoin is up $165.8 million, Grayscale Mini gained $130.5 million, BlackRock data is not yet available.
- Ethereum is up $102 million, BlackRock data is not yet available.
- Solana trading is balanced.
- Polymarket is suing the state of Massachusetts for banning its prediction market, claiming only the federal CFTC has regulatory authority.
- France warns crypto companies to obtain MiCA licenses by July 1, 2026, or cease operations.
- Jump Trading plans to acquire stakes in Kalshi and Polymarket in exchange for providing liquidity to both platforms.
- Crypto exchange Backpack is raising $50 million at a $1 billion valuation, claiming to have generated over $100 million in 2025.
Institutional Activity:
- Strategy has acquired an additional 1,142 BTC ($90 million), increasing total holdings to 714,644 BTC ($49 billion).
- Bitmine purchased an additional 40,000 ETH ($80 million) early this morning, matching last week's total.
- Binance's SAFU fund bought an additional 4,225 BTC ($300 million), reaching three-quarters of its $1 billion target.
- Bitcoin mining company Cango sold 4,451 BTC (~$305 million) to pay off debts and shift focus to AI, currently holding about 3,000 $BTC
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Market Update - Monday, February 9
- Bitcoin remains steady around $70,000, with altcoins showing similar trends. Market sentiment index has increased from 7 to 14.
- The White House will hold a second meeting with crypto and major banking representatives tomorrow to address issues related to the CLARITY Act.
- The CFTC is expanding regulations to allow national trust banks to issue USD stablecoins under the GENIUS Act framework.
- Illinois has proposed a community Bitcoin bill managed by the state, which will be stored in a multi-signature cold wallet.
- Michael Saylor revealed plans to acquire more Bitcoin this week. His strategy currently holds 713,502 BTC, valued at approximately $49.5 billion.
- An anonymous wallet transferred 2,565 BTC, worth around $181 million, to Satoshi Nakamoto's wallet two days ago, with the reason still unclear.
Event Calendar
- February 10, 20:30 UTC: US Retail Sales for December
- Retail Sales m/m (Forecast = 0.4%, Previous = 0.6%)
- Core Retail Sales m/m (Forecast = 0.4%, Previous = 0.5%)
- February 11, 20:30 UTC: US Nonfarm Employment Data for January
- Jobs Added (Forecast = 70K, Previous = 50K)
- Unemployment Rate (Forecast = 4.4%, Previous = 4.4%)
- February 13, 20:30 UTC: US CPI Inflation Data for January
- CPI Inflation Y/Y (Forecast = 2.4%, Previous = 2.7%)
- Core CPI Inflation Y/Y (Forecast = 2.5%, Previous = 2.6%)
Token Unlocks
- February 10: Aptos will unlock 11.31 million $APT (0.69% of circulating supply), valued at $12.09 million.
- February 11: Avalanche will unlock 1.67 million $AVAX (0.32% of circulating supply), valued at $15.15 million.
- February 15: Connex will unlock 1.32 million $CONX (1.56% of circulating supply), valued at $15.72 million.
- February 15: Starknet will unlock 127 million $STRK (4.61% of circulating supply), valued at $6.28 million.
- February 16: Arbitrum will unlock 92.65 million $ARB (1.82% of circulating supply), valued at $10.80 million.
- Bitcoin remains steady around $70,000, with altcoins showing similar trends. Market sentiment index has increased from 7 to 14.
- The White House will hold a second meeting with crypto and major banking representatives tomorrow to address issues related to the CLARITY Act.
- The CFTC is expanding regulations to allow national trust banks to issue USD stablecoins under the GENIUS Act framework.
- Illinois has proposed a community Bitcoin bill managed by the state, which will be stored in a multi-signature cold wallet.
- Michael Saylor revealed plans to acquire more Bitcoin this week. His strategy currently holds 713,502 BTC, valued at approximately $49.5 billion.
- An anonymous wallet transferred 2,565 BTC, worth around $181 million, to Satoshi Nakamoto's wallet two days ago, with the reason still unclear.
Event Calendar
- February 10, 20:30 UTC: US Retail Sales for December
- Retail Sales m/m (Forecast = 0.4%, Previous = 0.6%)
- Core Retail Sales m/m (Forecast = 0.4%, Previous = 0.5%)
- February 11, 20:30 UTC: US Nonfarm Employment Data for January
- Jobs Added (Forecast = 70K, Previous = 50K)
- Unemployment Rate (Forecast = 4.4%, Previous = 4.4%)
- February 13, 20:30 UTC: US CPI Inflation Data for January
- CPI Inflation Y/Y (Forecast = 2.4%, Previous = 2.7%)
- Core CPI Inflation Y/Y (Forecast = 2.5%, Previous = 2.6%)
Token Unlocks
- February 10: Aptos will unlock 11.31 million $APT (0.69% of circulating supply), valued at $12.09 million.
- February 11: Avalanche will unlock 1.67 million $AVAX (0.32% of circulating supply), valued at $15.15 million.
- February 15: Connex will unlock 1.32 million $CONX (1.56% of circulating supply), valued at $15.72 million.
- February 15: Starknet will unlock 127 million $STRK (4.61% of circulating supply), valued at $6.28 million.
- February 16: Arbitrum will unlock 92.65 million $ARB (1.82% of circulating supply), valued at $10.80 million.
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