Original Blockchain Evangelist On-Chain Pioneer 2025-03-24 Welcome to follow.
Evangelists use data as a spear and logic as a shield, striking at the core of the crypto market!
This article does not constitute investment advice; DYOR (Do Your Own Research) is the survival rule.
Market Overview
On March 24, the crypto market staged an 'Ice and Fire Symphony'! Bitcoin strongly broke through $88,000, with weekly capital inflow soaring to $644 million, while the Ethereum spot ETF suffered continuous capital outflow for 13 days, institutional divergence has intensified! The altcoin battlefield is filled with smoke. Solana re-staking protocol raised $5 million, and BNB Chain's DEX trading volume crushed Ethereum, while the RWA track historically broke through $10 billion!
Core Event Driven
Capital Frenzy:
Solana ecosystem's re-staking protocol Fragmetric raised $5 million (led by Rockaway Capital), the re-staking narrative spreads to high-performance chains!
DWF Labs poured $250 million into establishing a liquidity fund, aiming at 'Mainstreaming Mid-to-Large Projects', with clear signals of institutional buying!
Compliance Breakthrough:
Tokenized Real-World Assets (RWA) scale surpassed $10.385 billion, BlackRock's BUIDL fund TVL surged to $1.414 billion, traditional asset management giants accelerate their on-chain layout!
MicroStrategy's Bitcoin holdings surpassed 500,000 coins, enterprise-level 'HODL group' firmly holds on to bull market faith!
Regulatory Shadow War:
Coinbase is reported to plan to acquire derivatives giant Deribit, if true, it will rewrite the power structure of crypto exchanges!
Market Insights
Bitcoin: Bullish Frenzy vs. Bearish Squeeze
Technical Analysis: Breakthrough of the downward trend line, $88,000 becomes a short-term psychological barrier, but the entire network's contracts faced a liquidation of $13.29 million in one hour (with 88% short positions), and leveraged funding risk surges!
On-chain Signals: Exchange BTC balance dropped to2.38 million coins (a three-year low), long-term holders (LTH) holding ratio broke78%,spot HODL group controls pricing power!
Evangelist Warning: If the volume stabilizes above 88,000, the target directly points to93,000 dollars; otherwise, it may retrace to82,000 dollar support!
Ethereum: Ecological Prosperity vs. Capital Flight
Data Paradox: Exchange ETH holdings plummeted to 8.97 million coins (a nine-year low), but US ETH ETFs faced 13 consecutive days of net outflow, institutional short-term confidence is lacking!
Ecosystem Highlights: BNB Chain DEX trading volume surpassed Ethereum,Low Gas fees + High speed become the killer weapon!
Strategy: Gradually buy below $2,300, and unconditionally stop-loss if it breaks$2,100!
Altcoins: AI Meme Frenzy vs. Whale Selling Pressure
AI Track: Meme coins and DEX platform tokens total market value rebounded 15%, but Curve's founder sold 470,000 CRV at a loss of $740,000, signs of project team selling emerge!
Geopolitical Speculation: LBA launched Trump-themed coin DOWNALD, political narrative hype resurfaces!
The crypto market in 2025 is the ultimate showdown between 'Institutional Compliance' and 'Retail Speculation'! The wave of Bitcoin ETF is unstoppable, RWA opens the trillion-dollar traditional asset management entrance, and the survival rule for altcoins is just one—either disrupt the track or face zero exit!