加密农场火鸡分析师

2023-12-18, Monday, daily news (selected) [Policy News] 1. The probability that the Federal Reserve will not raise interest rates next time is 89.7% (next resolution time: February 1, 2024, 3:00 a.m. ) 2. U.S. lawmakers slammed the SEC and chairman for refusing to provide clear supervision for the crypto industry 3. Palau’s Ministry of Finance officially launched the second phase of the Palau stablecoin pilot program 4. The Brazilian president has signed a cryptocurrency tax bill [Macro News] 1 , Important data this week: Tuesday: Bank of Japan interest rate decision. Thursday: The final value of the annualized quarterly rate of the core PCE price index in the third quarter of the United States. Friday: U.S. core PCE price index annual rate in November. 2. Fed Williams: It is too early to consider an interest rate cut in March next year. Bostic: Two 25 basis point interest rate cuts are expected in 2024, the first of which will be carried out "sometime" in the third quarter. This assumes that progress in inflation expectations continues. 3. Egyptian sources say Israel and Hamas are open to a renewed ceasefire. The Russian Foreign Minister said that many Western leaders have contacted him about potential negotiations to end the conflict between Russia and Ukraine. 4. Merchant ships in the Red Sea are frequently attacked, and many countries shoot down drones in the Red Sea. Analysts: The spillover of the Palestinian-Israeli conflict has affected international shipping. [Cryptocurrency News] 1. Data: The total market value of encryption is currently US$1.648 trillion, the number of Bitcoin Lightning Network nodes is 14,634, and the entire Bitcoin network has 272,581 unconfirmed transactions. 2. Data: 1INCH, NYM, EUL, and ID tokens will be unlocked from December 18th to 24th, with the value of unlocked tokens exceeding US$60 million. 3. Data: Ethereum L2 TVL reached US$16.03 billion, and Starknet bridge TVL reached 84.61 10,000 ETH. 4. VanEck CEO: The US SEC will approve all spot Bitcoin ETF applications at the same time 5. The total issuance of PayPal’s US dollar stable currency PYUSD exceeds 230 million 6. MultiBit: The MultiBit NFT cross-chain bridge between Bitcoin and Ethereum will Ready within a week 7. Arbitrum ecological game Layer3 Xai posted ai_ dr_p soon. on the social platform, or hinted that the airdrop will come soon. 8. The FTX debtor submitted a restructuring plan, and the Bahamas Supreme Court appointed FTX Digital Markets as the official liquidator. Greed and Fear Index: 65 (mild greed) Nine Gods Index (Ahr999): 0.86 (fixed investment range)

[Policy News] 1. The probability that the Federal Reserve will not raise interest rates in December is 97.1% (next resolution time: December 14, 2:00 a.m.) 2. The IRS has stepped up efforts to crack down on tax evasion related to cryptocurrency 3. Tether announced a wallet freezing policy for persons sanctioned by OFAC in the United States (the freezing will be carried out in cooperation with U.S. regulatory sanctions) 4. The U.S. Department of Justice announced the details of the supervision of Binance operations, including allowing access to all files, records, and resources upon request [Macro News] 1. Important data this week: Tuesday: US November seasonally adjusted CPI monthly rate, unseasonally adjusted CPI annual rate, core CPI monthly rate, unseasonally adjusted core CPI annual rate. Thursday: US Federal Reserve interest rate decision until December 13. The Federal Reserve announced a summary of its interest rate resolution and economic expectations, and Federal Reserve Chairman Powell held a monetary policy press conference. 2. NICK, the Fed’s mouthpiece, said: The Fed is unlikely to talk about the timing of an interest rate cut, but the prospect of an interest rate cut is emerging. 3. Israel continues to bomb Khan Younis and other Gaza Strip cities. Lebanon's southern border came under heavy shelling by the Israeli army. 4. The market value of Bitcoin has now surpassed Meta, ranking 9th among global assets, with its market value rising to over US$850 billion. Google Updates 2024 Cryptocurrency Advertising Policy [Cryptocurrency News] 1. Data: 15170.12 BTC have flowed into exchange wallets in the past 7 days, and 14246.69 BTC have flowed into exchange wallets in the past 30 days. The balance of exchange wallets is approximately 1.815 million. BTC. 2. Bitcoin Ordinals has been added to the U.S. National Vulnerability Database 3. Tether Consultant: Disagree with VanEck’s prediction, USDT will continue to lead and gain market share 4. China Telecom applies for a blockchain patent to improve the overall security of the system U.S. SEC : Although the Department of Justice has reached a settlement, the Binance case should still move forward 5. Tether will prevent wallets sanctioned by the United States from using its stablecoin USDT. It has recently cooperated to freeze 161 addresses, and 11 addresses holding a total of more than 3.5 million USDT have been freeze. 6. From December 11 to 17, the total value of APT ($197 million), APE ($26 million), CYBER ($8.6 million) and other tokens will be unlocked at approximately $230 million. 7. Cyvers: KyberSwap attacker with a value of 5,000 Thousands of dollars in HXA token flows 8. MetaMask: Cooperation with payment platforms in six countries: Vietnam, Philippines, Indonesia, Thailand, Egypt and Chile Greed and Fear Index: 74 (moderate greed) Nine Gods Index (Ahr999): 0.98 (fixed investment range) #BTC

[Policy News] 1. The probability that the Federal Reserve will not raise interest rates in December is 98.4% (next resolution time: December 14, 2:00 a.m.) 2. The new bipartisan bill in the United States proposes to expand the Treasury Department’s sanctioning power and grant it more Resources to solve encryption problems 3. Bank of England: Tokenization of assets on the blockchain may increase systemic risks 4. Cryptocurrency or Web3 bill is unlikely to appear in India before mid-2025 [Macro News] 1. Important data: Today 21:30 PM U.S. unemployment rate in November, 21:30 U.S. non-farm payrolls after seasonally adjusted November, 23:00 U.S. one-year inflation rate forecast in December 2, U.S. initial jobless claims in the week to December 2 220,000 people; 1.861 million people continued to apply for unemployment benefits, recording the largest drop since July. Challenger companies in the United States laid off 45,510 people in November, compared with the previous figure of 36,836. 3. US stock broker Robinhood (HOOD.O): Launched cryptocurrency trading in the EU, customers can receive Bitcoin cashback for each transaction. Google A (GOOGL.O): In January 2024, Google will update its cryptocurrency and related product policies. 4. U.S. Tsunami Warning System: A 7.3-magnitude earthquake occurred in Vanuatu, posing a tsunami threat. [Cryptocurrency News] 1. Data: Bitcoin options holdings hit a record high, reaching $20.7 billion. Last night, Bitcoin experienced a 90-minute block failure, and the gas fee was once as high as 400sats/vB. 2. The 176th ACDE meeting of Ethereum: It is expected to set the Goerli fork date early next year, and activate Dencun3 and Chainlink "Community Ambassador" in January: the community has pledged LINK4 worth more than 500 million US dollars, and Solana network TVL has risen to 772 million USD, TVL of multiple ecological protocols has increased by more than 20% in 7 days. 5. Fidelity Spot Bitcoin ETF code is FBTC and has been listed on DTCC. 6. A U.S. judge ordered Binance founder Changpeng Zhao to stay in the United States before the verdict. 7. LayerZero: expected to launch tokens in the first half of 2024. 8. Meanwhile, backed by Sam Altman, launched a Bitcoin private credit fund, planning to raise $100 million. Greed and Fear index: 72 (moderate greed) Nine Gods Index (Ahr999): 0.97 (fixed investment cycle)

[Policy News] 1. The probability of the Federal Reserve not raising interest rates in December is 98.5% (next resolution time: December 14, 2:00 am) 2. The state of New Jersey in the United States seeks to classify digital assets sold to institutions as securities. A Kenyan parliamentary committee proposed expanding the definition of securities to include cryptocurrencies 3. European Central Bank: Cryptoassets can provide a store of value for people in countries with unstable currencies 4. Hong Kong Securities and Futures Commission: Will develop risk assessment guidelines for virtual asset cases with the police to decide further Investigation or law enforcement [Macro News] 1. Data: Tonight at 20:30, the number of layoffs by challenger companies in the United States in November, and at 21:30, the number of initial jobless claims in the United States in the week to December 2. 2. A Reuters survey showed that 52 of 102 economists believe that the Federal Reserve will wait until at least July to cut interest rates; another 50 believe that it will cut interest rates before July; 72 of 102 economists believe that the Federal Reserve will cut interest rates in 2024 Annual interest rate cuts of 100 basis points or less. 3. The U.S. "small non-agricultural" ADP recorded a lower-than-expected 103,000 people in November, which was the fourth consecutive month of lower than expected; wages of employed persons increased by 5.6%, the lowest wage growth rate since September 2021. . 4. The EU is about to reach a landmark artificial intelligence regulatory bill (AI regulation has officially begun to be implemented) [Currency News] 1. Data: Bitcoin options open interest reached a record high of approximately US$20 billion. Call options accounted for 60% of transactions in the past 24 hours, while puts accounted for only 40%. 2. Bitcoin Core developer Luke Dashjr: It is not necessary to eliminate all inscriptions to bring benefits to Bitcoin (it has previously stated that fixing loopholes may cause inscriptions to disappear) 3. zkSync will stop supporting Goerli in January 2024. Currently Is migrating to Sepolia 4. Data: Thailand’s cryptocurrency trading volume reaches $116.4 billion, hitting a new high 5. BlackRock’s latest revision to the spot Bitcoin ETF mentions the possibility of Bitcoin being classified as a security 6. Crypto stock shorts Traders have lost $2.656 billion in the past three months. ARK Invest sold another $33 million in Coinbase shares yesterday. 7. Grayscale CEO: Feeling optimistic after communicating with SEC about spot Bitcoin ETF 8. JP Morgan CEO: If I were the government, I would shut down cryptocurrency Greed and Fear Index: 72 (moderate greed) Nine Gods Index (Ahr999 ):1.00 (fixed investment period)

2023-12-06, Wednesday, daily news (selected) [Policy News] 1. The probability of the Federal Reserve not raising interest rates in December is 96.2% (next resolution time: December 14, 2:00 am) 2. The Japanese government plans to exempt companies holding cryptocurrency from unrealized gains tax 3. The Swiss city of Lugano accepts Bitcoin and USDT as payment methods for taxes and other municipal services 4. The U.S. SEC will hold a virtual meeting on December 7 Compliance Promotion Plan, CFTC Commissioner: Enforcement actions against cryptocurrency companies may have reached their peak, [Macro News] 1. Tonight at 21:15, the U.S. ADP employment number in November. 23:00 The Bank of Canada announced its interest rate decision. 2. JOLTs job vacancies in the United States in October were lower than expected at 8.733 million, the lowest level since the beginning of 2021; the ISM non-manufacturing PMI in the United States in November was higher than expected at 52.7. 3. Yemen’s Houthi armed forces: If Israel continues to provoke, it will block the Bab el-Mandeb Strait. More than 15,900 Palestinians have been killed in the Gaza Strip since October 7. 4. Apple’s market value has returned to US$3 trillion. The total market value of cryptocurrency is approximately US$1.6 trillion [Cryptocurrency News] 1. Data: Total NFT sales on the Bitcoin network exceeded US$1 billion, Ordinals inscription cumulative fee income exceeded US$140 million 2. Bitcoin hit a maximum of US$44,000, Ethereum It touched US$2,300 for the first time since April 2022. 3. ARAX Holdings Corp announced the acquisition of 20% of the shares of the metaverse platform The Nemesis. 4. MicroStrategy currently holds a total of 174,530 Bitcoins (floating profit exceeds US$2.3 billion). The average purchase cost price is US$30,252, and the current total value is US$7.76 billion. 5. SEC postpones decision on Grayscale Spot Ethereum ETF. There were 1,074 documents submitted to the SEC in November that mentioned Bitcoin, a record high 6. Bloomberg analyst: BlackRock may transfer US$200 million in trust assets to spot Bitcoin ETF7, X (original Twitter) Having obtained money transfer licenses in 12 states in the United States, Musk-backed X.AI plans to raise US$1 billion through equity issuance 8. IBM was selected to launch a new crypto-asset cold storage technology "OSO" for processing numbers in cold storage assets, reducing risks associated with manual procedures Greed and Fear Index: 72 (moderate greed) Nine Gods Index (Ahr999): 1.02 (fixed investment cycle)

[Policy News] 1. The probability that the Federal Reserve will not raise interest rates in December is 98.8% (next resolution time: December 14, 2:00 a.m.) 2. More than 11% of global blockchain and crypto venture capital flows in 2023 3. The President of Suriname met with JAN3 CEO to formulate a national Bitcoin strategy 4. Since 2017, North Korea has stolen approximately US$3 billion in cryptocurrency [Macro News] 1. Important data this week: Wednesday: U.S. ADP employment numbers for November. Thursday: The number of layoffs by challenger companies in the United States in November, and the number of initial jobless claims in the week to December 2. Friday: U.S. unemployment rate in November, U.S. non-farm payrolls after seasonally adjustment in November. 2. After the opening of the market, spot gold rose by more than 60 US dollars in the short term to 2,133 US dollars, a record high. 3. A strong earthquake of magnitude 7.4 occurred in the Philippines. Israeli-Palestinian conflict: Israel expands offensive in Gaza Strip. 4. OpenAI applies for the "GPT-6" and "GPT-7" trademarks in China. Reuters: OpenAI will delay launch of GPT store. [Cryptocurrency News] 1. BTC has exceeded 40,000 US dollars (current price 40,690 US dollars), which is the first time since April 2022. In the past 24 hours, the total liquidation amount of the entire network has exceeded 107 million US dollars. 2. Data: The total locked position of Layer 2 has exceeded 150 for the first time. billion, a record high, up 3% in the past seven days. 3. Mizuho Investment Bank: Maintain Coinbase’s “underperform” rating. Coinbase CEO: Legal currencies and cryptocurrencies will coexist for a long time. 4. This week, LQTY (USD 1.04 million), GAL (USD 3.08 million), HFT (USD 4.39 million), EUL, and 1INCH tokens will be unlocked at once. 5. The total value of Lido platform pledged tokens exceeded 20 billion US dollars. More than $1 billion in rewards have been paid 6. A U.S. Space Force major urges the Department of Defense to adopt Bitcoin as an “offset strategy” 7. Binance CEO: Binance’s explosive growth has led to compliance failures, but these are historical issues 8. Choose Franklin President Templeton: Holding BTC, ETH, SUSHI and UNI, blockchain will change financial transactions Greed and Fear Index: 74 (moderate greed) Nine Gods Index (Ahr999): 0.84 (fixed investment cycle)

[Policy News] 1. The probability that the Federal Reserve will not raise interest rates in December is 98.8% (next resolution time: December 14, 2:00 a.m.) 2. U.S. lawmakers are still working hard to incorporate cryptocurrency-related provisions into the year-end bill 3. A U.S. judge warned the SEC of “false and misleading” requests in encryption cases; 4. British lawmakers questioned the need for a “Britcoin” digital pound; [Macro News] 1. The U.S. ISM Manufacturing PMI Index continued for the 13th consecutive month Below 50, the longest record in more than 20 years. 2. Federal Reserve Chairman Powell: Committed to maintaining tightening policy until inflation is on track to 2%; it is too early to guess when policy will be relaxed; it will proceed with caution; if the time is right, be prepared to further tighten monetary policy. 3. Petrobras CEO: Brazil will join OPEC+ as an observer and is expected to officially accept the invitation by June. 4. The Israel-Hamas ceasefire agreement expires and military operations resume. Warnings have been raised again in many places in southern, northern and central Israel. [Cryptocurrency News] 1. NFT sales on the Bitcoin chain exceeded US$375 million in November, setting the highest single-month record to date 2. The total asset management scale of 14 spot Bitcoin ETF applicants is US$14 trillion 3. Coin The balance of Anbitcoin wallet fell below 500,000, with a loss of more than 9,300 Bitcoins in the past week (more than 37,000 Bitcoins have been withdrawn from the exchange since November 17) 4. The SEC announced Franklin Templeton and Hashdex in the Federal Register In the event that the spot Bitcoin ETF resolution is postponed, the window period for potential ETF approval is January 5 to 10, 2024. 5. Starknet Foundation: Plans are being made to distribute tokens to certain users and contributors (and Starknet has already taken snapshots in advance) 6. Grayscale’s new managing director: Been investing in BTC since 2013. Grayscale: After GBTC becomes an ETF and is listed, it will release approximately US$1.89 billion in value 7. Coinbase CEO: There are no plans to launch tokens for the L2 network Base. Coinbase plans to integrate Solana8. Ethereum will stop supporting its Goerli test network , Dencun upgrade will be implemented as its final Greed and Fear Index: 74 (moderate greed) Nine Gods Index (Ahr999): 0.79 (fixed investment cycle)

"The Complete Path to Getting Started with Cryptocurrency Investment", only after you learn it can you start to enter the ranks of investors. 😁Contents: 1. The cyclical nature of the cryptocurrency market and the "three-wave" structure of the bull market (have a big-picture view and prevent chasing the ups and downs) 2. The construction of investment models for novices (capital size, investment cycle length and investment time available) and risk control awareness (Four Questions on Investment) 1. The cyclicality of the cryptocurrency market and the "three-wave" structure of the bull market (have an overall view and prevent chasing the rise and killing the fall) Cyclicity of the cryptocurrency market: (Reference to historical trends, does not mean that it will remain the same in the future) ①Big cycle: Once every four years, Bitcoin deflation reduces supply, causing the price to rise. ②Small cycle: Once a year to a year and a half, the rotation cycle of bull-bear speculation and capital enthusiasm (rotation takes place about 12-18 months). The current cycle position (is it in the early rising period of the bull market? Or is it in the declining period of the bear market? ?) At this stage, we are in the middle and late rising stage of the bull market in the third small cycle of the Bitcoin halving cycle from 2020 to 2024. The further we go, the more we need to pay attention to risks. 2. The "Three Waves" Structure of the Bull Market ① The first wave: Bitcoin (BTC) stock-like market indicators and Ethereum (ETH) technical indicators serve as market indicator-level indexes. They first rise and absorb blood as a symbol of the start of the bull market. Before every rise, Bitcoin will suck blood first, and Bitcoin’s market value accounts for more than 51% ② Second wave: mainstream track (Layer2’s leading currency Arb, OP, etc., RWA, modular blockchain (extended range electric vehicles) ), DeFi, GameFI, decentralized derivatives), the leading currencies began to rise together, and after Bitcoin maintained a high level and stood sideways, it began to have independent market flourishes (or currency issuance, or mainnet, or Update progress) ③The third wave: The profits from altcoin speculation are overflowing (meme coins, Tugou, ancient star projects and some currencies that have not risen on mainstream exchanges). At this time, the demons are dancing, and the funds that overflowed from the first two waves begin to flow in. Enter currencies and new currencies that have never risen before. It is also when a hundred-fold or thousand-fold project comes out, and the FOMO mood breaks out. At this point, it can be regarded as the completion of a phased "three waves" round of bull market gains. If Bitcoin continues to break new highs, it will continue the "three-wave" cycle. It is currently at the tail stage of the third wave and is about to fall back, waiting for Bitcoin to make the next round of choices (starting the next round of bull market or correction) 3. Novice investment model The construction (capital size, investment cycle length and investment time available) and risk control awareness (four investment questions) are suitable for your own investment model/strategy: ① Fund amount: small/medium/large (for small funds, accumulate small and large first) The first pot of gold, if the amount of funds is large, invest in cyclical investments and arbitrage) ②The length of the investment cycle: short/medium/long (short is to focus on news and hot spots, long is cyclical investment and potential projects) ③The time available for investment : less/more (less to invest selectively, more to invest in depth and breadth to capture hot spots) Risk control awareness (four questions on investment): Learn to stop profits and losses. Several questions to consider every time you invest: ① Principal Is it safe? Is it possible to return the profit-loss ratio to zero? Do I need to bear 20% loss risk to obtain 50% profit?Is it worth it? ③Time period, are you in a bull market or a bear market now? How long do I need to wait? Will I lose greater opportunities and profit margins due to time? ④ Investment return expectations and risk control, for example, plan to make a profit of 20% and be prepared for the stop-loss risk of losing 10%. At this point, you have gradually entered the status of a normal investor from a novice, rather than a pure leek. There is a lot of content in my mind, but I need everyone's stimulation and shameless advice. I will share as much as possible in the future about some of my experiences after learning to avoid pitfalls on my personal investment path, to help everyone skip some pitfalls. Give a path preview (via keyword search): just started to contact a certain track/project - information collection platforms such as Rootdata.com to understand project information - consulting platforms such as Golden Finance to understand project dynamics - Twitter advanced search to obtain investment research from bloggers and opinions, etc. - Finally, combine the macro and market trends, and judge the trend of the project through the news (try to only participate in high-probability events and high profit-loss ratio events at the beginning, and then continue to check for leaks and fill in the gaps). The road is difficult and long, position yourself, and do your best. OK. (Clearly distinguish main tasks and side tasks)

2023-11-30, Thursday, daily news (selected) [Policy News] 1. The probability of the Federal Reserve not raising interest rates in December is 99.7% (next resolution time: December 14, 2:00 am) 2. The Brazilian Senate approved a 15% tax on cryptocurrencies held overseas starting from January 1, 2024. The United Kingdom will impose fines on cryptocurrency users who fail to pay taxes. The Korean Financial Supervisory Authority announced the establishment of the Virtual Asset Supervision Bureau and the Virtual Asset Investigation Bureau 4. The U.S. Treasury Department asked Congress to give it more power to track down illegal actors in the digital asset industry [Macro News] 1. Tonight at 21:30 the United States to 11 The number of initial jobless claims for the week of March 25th, 21:30 the annual rate and monthly rate of the US core PCE price index in October, 22:15 Fed Williams delivered a keynote speech 2. The city of Nottingham in the UK went bankrupt. The revised annualized quarterly rate of real GDP in the United States in the third quarter was 5.2%. OPEC+ is considering new oil production cuts of up to 1 million barrels per day. 3. Federal Reserve-Beige Book: Interest rate futures are fully priced in that the Federal Reserve will cut interest rates at least once by May next year. Big hawk Mester: Monetary policy is in a good position to flexibly evaluate future data. Whether to raise interest rates further depends on the data. 4. OpenAI founder Sam Altman returns as CEO, and the OpenAI board of directors will include Microsoft as a non-voting observer. [Cryptocurrency News] 1. Data: 3,623 BTC were transferred from a Bitcoin address that has been dormant for nearly 4 years, with a floating profit of approximately US$100 million. 2. ProShares Bitcoin Strategy ETF asset size is nearly US$1.5 billion, a record high. 3. Copper is in the United Arab Emirates Launched the tokenized securities institutional trading platform Copper Securities4, BlackRock met with the SEC again to discuss ETFs and demonstrate the revised physical model design. Grayscale is updating the GBTC protocol to prepare for ETF conversion 5. FTX is approved to sell $744 million of Grayscale and Bitwise assets 6. IOTA establishes a $100 million foundation in Abu Dhabi to promote "tokenized" assets and IOTA network development. 7. Binance will stop supporting BUSD products on December 15. The DOGE-1 satellite funded by Dogecoin has received regulatory approval. 8. Swiss asset management company Pando Asset submitted a spot Bitcoin ETF application in the United States. Greed and fear index: 74 (moderate greed) Nine Gods Index (Ahr999): 0.76 ( Fixed investment cycle)

2023-11-29, Wednesday, daily news (selected) [Policy News] 1. The probability of the Federal Reserve not raising interest rates in December is 94.7% (next resolution time: December 14, 2:00 am) 2. The head of the Monetary Authority of Singapore: Bitcoin has no underlying assets and cannot be used for cross-border payments 3. Ukrainian lawmakers will debate two cryptocurrency tax bills as Kyiv hopes to raise funds from cryptocurrency traders. 4. Liu Xingjuan, member of the Administrative Committee of the Macau Monetary Authority: Macau has launched regulatory requirements for innovative financial technology pilot projects [Macro News] 1. The revised annualized quarterly rate of real GDP in the United States in the third quarter at 21:30 tonight, the next day 02 :45 Federal Reserve Mester delivered a keynote speech, and the next day at 03:00 the Federal Reserve released the Beige Book of Economic Conditions 2. Pinduoduo’s U.S. stock market value and Alibaba narrowed to about 10 billion US dollars. The former’s Q3 performance exceeded expectations, and its revenue increased year-on-year. Over 90%. 3. Fed-Waller: If inflation continues to fall, there may be reasons to cut interest rates in a few months, and this has nothing to do with economic pressure. Bowman: If progress against inflation stalls, we support further interest rate increases. Discount rate meeting minutes: All regional Feds voted to keep discount rates unchanged in October and November. 4. Sources: The progress of OPEC+ negotiations is difficult and the meeting may be further delayed. The continuation of the current policy is one of the potential possibilities. [Cryptocurrency News] 1. DefiLlama: The total losses caused by hacker attacks in November were nearly US$330 million, the highest of the year. 2. ARK sold Coinbase shares worth US$5.3 million again (on November 24, ARKW sold nearly 700,000 shares in After GBTC shares, another 94,624 GBTC shares were sold, making a profit of about US$3 million.) 3. KyberSwap attackers will release a settlement agreement statement on November 30 (KyberSwap was hacked last week and US$47 million was stolen) 4. Genesis Reached a $200 million repayment agreement with DCG, ending approximately $620 million in litigation 5. People familiar with the matter: Coinbase is working with the CFTC to determine the scope of transaction data sharing (previously Binance settled with the U.S. Department of Justice to provide 5 years of data sharing and calls Permissions) 6. Franklin Templeton updates its spot Bitcoin ETF prospectus to the SEC. The SEC seeks public feedback on Franklin Templeton and Hashdex spot Bitcoin ETFs. 7. The U.S. judge approves the agreement between Voyager Digital, a cryptocurrency lending company, and the FTC ( U.S. Federal Trade Commission) between 16.US$500 million settlement agreement 8. Charlie Munger passed away at the age of 99. Munger made many critical remarks on cryptocurrency and Bitcoin during his lifetime. Greed and fear index: 72 (mild greed) Nine Gods Index (Ahr999): 0.76 (fixed investment cycle)

2023-11-23, Thursday, daily news (selected) [Policy News] 1. The probability of the Federal Reserve not raising interest rates in December is 95.2% (next resolution time: December 14, 2:00 am) 2. The Bank of Korea, the Financial Services Commission and the Financial Supervisory Service are testing the usability of CBDC, including digital certificates and RWA payments. 3. The US SEC will hold a closed meeting on November 30 to discuss important issues such as the formulation and settlement of injunction litigation. 4. U.S. SEC Commissioner: It is necessary to develop a regulatory framework that encourages innovation and allows crypto companies to do business in the United States [Macro News] 1. The number of initial jobless claims in the United States in the week to November 18 was 209,000, which was 209,000 on October 14 A new low this week. U.S. durable goods orders recorded a monthly rate of -5.4% in October, the lowest since April 2020. 2. This round of conflict between Palestine and Israel has killed more than 15,900 people on both sides. The Israeli cabinet voted to reach a temporary ceasefire agreement with Hamas, and Israel said it would continue fighting after the ceasefire. Hamas will release about 50 hostages in exchange for a four-day temporary ceasefire. 3. It is reported that the ministerial meeting originally scheduled to be held at the weekend was postponed to November 30 due to difficulties within OPEC in reaching an agreement on production reduction quotas for some African countries. Affected by this, U.S. and Burundi oil prices fell 4%. 4. The OpenAI court battle has ended: Sam Altman will return to OpenAI as CEO, and former U.S. Treasury Secretary Summers will be one of the new board members. [Cryptocurrency News] 1. The HTX hot wallet was stolen, resulting in a loss of approximately US$12.4 million. Justin Sun: HTX will fully compensate for the losses of HTX hot wallet, and deposits and withdrawals are currently suspended 2. ETF provider IDX Shares launched a dynamic innovation ETF on Nasdaq, which will provide investment exposure in blockchain, artificial intelligence and other fields 3. KyberNetwork After being attacked by hackers, the losses totaled approximately US$45 million. The hackers made their voices heard on the chain and tried to negotiate with the developers. In addition, the attacker left many detailed logs in the attacked contract. 4. Trustee: Mt. Gox is working to start repaying creditors in cash in 2023. 5. Bloomberg analyst: BlackRock meets with the SEC and prefers a spot Bitcoin ETF that prefers a physical exchange mechanism. 6. Brazilian crypto-friendly bank Nubank in Five new altcoins were added to the application 7. U.S. prosecutors asked a federal judge to prevent Changpeng Zhao from returning to the UAE before the verdict. At the same time, the U.S. court rejected SBF’s latest release request. 8. James Seyffart: Grayscale submitted a new application for its GBTC conversion S-3/Prospectus.Bloomberg Analyst: The redemption issue is the crux of the SEC’s approval of spot Bitcoin ETF Greed and Fear Index: 66 (mild greed) Nine Gods Index (Ahr999): 0.76 (fixed investment cycle)