2024-03-22, Friday, daily news (selected)

March 22 - News investment research

Daily market share/market policy dynamic analysis

On-chain abnormality monitoring

policy information

1. The probability that the Federal Reserve will keep interest rates unchanged in May is 88.3% (interest rate announcement time: 2 a.m. on May 2)

2. A new bill in Estonia will bring it into compliance with EU MiCA regulations

3. The U.S. Department of Justice sued Apple for violating antitrust laws and restricting third-party digital wallets, etc.

4. US congressman: Congress may pass a stable currency bill this year

Macro content

1. The U.S. 2/10-year Treasury bond yield has been inverted for the longest time on record. The U.S. 2-year and 10-year Treasury yield curves have been inverted since early July 2022.

2. The Swiss National Bank unexpectedly lowered its benchmark interest rate from 1.75% to 1.5%, marking the first interest rate cut in developed countries. Market expectations remain unchanged.

3. According to the Kiev Independent: In the early morning of March 21, Russia launched a large-scale missile attack on Kiev. Ukrainian Air Force Commander: The air defense system shot down 31 Russian missiles targeting Kiev.

4. Musk said that the next product of his brain-computer interface company will be "Blindsight", and the implant is being tested on monkeys.

Currency news

1. Bitcoin spot ETF data: Grayscale GBTC selling pressure decreased. GBTC outflowed US$359 million yesterday, and BlackRock IBIT inflowed US$233 million yesterday. Net outflows yesterday were only US$94 million.

2. The total market value of stablecoins exceeded US$150 billion, of which the total market value of USDT reached US$104,199,939,481 billion, an increase of 6.5% in the past week.

3. The holdings of ARK 21Shares spot Bitcoin ETF ARKB exceeded 40,000 BTC (worth approximately US$2.63 billion)

4. Web3 privacy system Espresso completed a $28 million Series B financing led by al6z

5. The founder of SLERF, a popular MEME project on the SOL chain: will begin to send the first batch of refunds to users affected by pre-sales, and will issue soul-bound NFTs to affected pre-sellers and refund contributors

6. The U.S. government’s total claims against FTX are expected to be between US$3 billion and US$5 billion.

7. AirDAO: 35.2 million AMB and 125.51 ETH were stolen from the AMB/ETH Uniswap pool

8. Meitu Financial Report: Investment in Bitcoin and Ethereum will result in losses of 170 million yuan and 94.8 million yuan respectively in 2023

Greed and Fear Index: 75 (moderate greed)

Jiushen Index (Ahr999): 1.49 (high selling range)