[Major Space Preview] Is the Federal Reserve buying BTC? RWA is disrupting the global capital game!
🔥 April 25th, 20:30 (UTC+8) Lock in Cointime, witness a historic dialogue: "Speculations on the Fed's BTC holdings: RWA reconstructing a trillion-dollar capital landscape" 🎙️ All-Star Lineup: ▪️ Tang Shiyun June @June_tsy (Author of WEB3.0 Phenomenon) ▪️ Han Feng (Academician of the American National Academy of AI / Independent Researcher at Harvard) ▪️ Chris Lee @ViewsOfChris (Co-founder Merkle 3s Capital) ▪️ song @song_doge (Doge Cardinals core) ▪️ Mu Mu @jackypan988 (Strategic Advisor at Cointime) 💎 Exclusive Topic: ✓ The strategic intent behind BlackRock's 200,000 BTC holdings
The U.S. stockpiles deep-sea metals to address the Chinese rare earth supply chain
What does the U.S. want to do? Jealous of China holding 70% of the world's rare earths (which are needed for making phones and missiles), the U.S. is in a hurry to go deep-sea mining in the Pacific to build up its resources. They want to extract nickel and cobalt, materials for batteries, so that in case of a fallout with China, they won't be 'choked.' Why is this not reliable? 1. Technically Incompetent and Burning Money: Deep-sea mining is like picking sesame seeds in pitch black at 5000 meters deep; machines break down frequently, and repairs cost a fortune. The U.S. is currently $34 trillion in debt; funding this project? Difficult! 2. International Mockery: The U.S. has not joined the United Nations Convention on the Law of the Sea, and now wants to bypass international organizations to act independently; other countries are directly criticizing: 'On what basis do you claim special treatment?'
U.S. stock market turbulence intensifies, Chinese concept stocks rise against the trend
Affected by the repeated impacts of the Trump administration's tariff policies, the U.S. stock market has recently fallen into turbulence. Although the temporary suspension of tariffs on some technology products has boosted market sentiment, the threat of new tariffs still makes investors cautious. The three major stock indices fluctuated multiple times during trading on Monday, ultimately closing slightly higher (S&P 500 up 0.79%, Dow Jones up 0.78%, Nasdaq up 0.64%). Significant industry differentiation: chip giant Nvidia rose 3% at the start but turned down 0.2%, reflecting market concerns over new chip tariffs; meanwhile, Ford Motor Company surged over 4% due to expectations of automotive tariff exemptions. **Chinese concept stocks performed brightly**, with the Nasdaq Golden Dragon China Index soaring 3.23%, led by Alibaba, Xpeng Motors, and others, highlighting the capital's speculation on the differences in U.S.-China policies.
Web3 Carnival heavy talks, traversing bull and bear markets, insights into the future! 🌐💥 📅 Time: April 11th, 20:30 (UTC+8) 🎧 Cointime Space hits the hotspots: BTC × DePIN × AI × DAO Predicting trends, unlocking the wealth code! 💰🧠 🎙 Super strong guest lineup: @June_tsy |Author of (The Portrait of WEB3.0) @Whdysseus |Founder of 1783DAO @BTCXminer |BTC miner & DePIN investor @GodotSancho |Head of Research at Manta Network @jackypan988 | Chief Advisor at Cointime @xiejiayinBitget | Bitget Chinese Head & Spokesperson @hella1413 | Well-known KOL 📍Don’t miss this conversation👇
U.S. Tariff Increases: Winning a Thousand, Losing Eight Hundred?
The United States has recently imposed tariffs on Chinese goods, targeting everything from chips to electric vehicles, claiming it is to protect its domestic industries. However, this move may end up hurting its own people. In the short term, American companies might breathe a sigh of relief, but in the long term, it will make prices in the U.S. more expensive and make it harder for factories to obtain parts, ultimately costing the everyday citizen. China will not sit idly by; the two sides escalating tensions will only lead to a deadlock. Currently, global factories are interconnected. The unilateral tariff hikes by the U.S. are like pouring sand into its own water pipes—resulting in higher water bills and easier clogging. According to the World Bank, just in recent years, the trade war has caused a global economic loss of over 0.5% of GDP. It has been proven that simply raising tariffs does not solve the fundamental problems; sitting down to discuss rules is the right path. The world is already chaotic enough; doing business is surely more reliable than engaging in trade wars?
Global Stock Market Plunge Triggers Market Turbulence
On April 7, 2025, global stock markets faced a 'Black Monday', with markets in the Asia-Pacific, Europe, and America plummeting across the board. The Nikkei 225 index saw an intraday drop of over 8%, while the Korean KOSPI index fell by more than 5%, triggering a circuit breaker. U.S. stock futures also plunged, with Nasdaq futures down by 5.1% and S&P 500 futures falling over 3%. This turbulence was primarily caused by the confluence of multiple factors: 1. Impact of Tariff Policies: The Trump administration announced the imposition of 'reciprocal tariffs' on major trading partners, set to take effect on April 9. The U.S. Secretary of Commerce clearly rejected any delay in the measures, exacerbating market panic, with investors fearing an escalation in global trade conflicts.
On May 22, 2010, programmer Laszlo Hanyecz exchanged 10,000 bitcoins for two pizzas, completing the first real-world transaction in Bitcoin's history. At that time, the value of Bitcoin was extremely low, with 10,000 bitcoins worth only about $30. After posting for help on a forum, 19-year-old Jeremy Sturdivant took the order and completed this legendary transaction with a delivery. As the price of Bitcoin skyrocketed, this transaction is now worth over $470 million, humorously dubbed the 'most expensive pizza.' Despite missing out on the opportunity to become rich, Hanyecz stated he has no regrets, believing that this act promoted the practicality of Bitcoin and claimed, 'Mining with a graphics card for free pizza was worth it.' Jeremy also admitted that he exchanged Bitcoin for $400 for travel early on, leaving only a small amount of coins.
2025 Panic Selling: Market Games and Human Trials Under the New Normal
In March 2025, the U.S. stock market experienced an epic sell-off under the dual shocks of a plunge in tech stocks and policy uncertainty. The S&P 500 index fell 8% in a week, the Nasdaq plummeted 12%, and Nvidia's market value once evaporated by $600 billion, setting a record for the largest single-day drop in U.S. stocks. This storm not only revealed the vulnerabilities of the modern financial system but also highlighted the efficiency and destructiveness of panic emotion transmission in the digital age.
I. The Panic Storm of 2025: Technical Treading and Policy Black Swan Resonance
The Butterfly Effect of Tech Stock Valuation Reconstruction Nvidia's plunge became the trigger, revealing deep contradictions in the tech stock valuation system with a 17% single-day drop. Amid the Federal Reserve's continuous interest rate hikes, the average P/E ratio of tech stocks reached 35 times, far exceeding historical averages. The rise of AI newcomers like DeepSeek intensified market skepticism about the moats of traditional tech giants, leading to a large-scale portfolio adjustment. Algorithmic trading accelerated the negative feedback loop during the crisis; after the CTA strategy triggered the critical threshold of 5887 points, the scale of systematic selling exceeded $40 billion, forming a dual strangulation of technical and fundamental aspects.
Bitcoin Market Analysis: What Will Happen After the Crash?
What is happening currently? Price plummeted sharply: Bitcoin fell over 7% in one day, dropping from $82,000 (about 590,000 RMB) to around $80,000, with trading volume also shrinking to $31.8 billion. Although technical indicators show it has 'overshot', no one dares to catch the bottom. The entire market is suffering: 210,000 people faced liquidation, losing nearly $600 million; Ethereum and Dogecoin also plummeted by 8%-10%, falling like dominoes. Why the sudden crash? Changes in U.S. policy: The Trump administration implemented a 'Bitcoin strategic reserve' (holding 200,000 bitcoins), but the market is concerned about potential changes in regulatory policies.
Ethereum Plunge: Key Drivers and Future Market Analysis
Core Downward Drivers Macroeconomic Pressure Expectations of Federal Reserve interest rate hikes are rising, coupled with geopolitical conflicts, leading to the sell-off of risk assets and a flow of funds into safe-haven assets like gold. Technical Bottlenecks and Competition The slow progress of Ethereum 2.0 upgrades, along with public chains like Solana capturing ecological share due to low fees, undermines market confidence.
Leverage Crashes and RegulationHigh-leverage positions leading to a series of liquidations result in liquidity exhaustion, compounded by the U.S. delaying the approval of Ethereum ETFs, which heightens panic sentiment.The recent plunge of Ethereum is an inevitable result of macro tightening, technical bottlenecks, and market leverage resonance. It reveals the vulnerability of the crypto market to traditional financial cycles and highlights the intensifying competition in the public chain sector. In the short term, whether the $2000 level can hold will determine the direction of market sentiment, but excessive panic is unwise—breakthroughs in Layer 2 technology, institutional compliance arrangements, and improvements in regulatory frameworks still provide long-term value support for Ethereum. Investors need to respond rationally to fluctuations, track Federal Reserve policies and Ethereum ecosystem developments, and seize strategic opportunities arising from technical overselling to gain an advantage in the new crypto cycle characterized by both risks and growth.
Trump Signs Executive Order 'Establishing Bitcoin Reserve' - Why Did BTC Fall Instead of Rise?
On March 7, 2025, U.S. President Trump signed a historic executive order announcing the establishment of a strategic Bitcoin reserve in the United States, incorporating approximately 200,000 Bitcoins (currently valued at about $16.92 billion) held by the federal government into the national reserve system, and pledging not to sell these assets. However, this policy did not boost market confidence as expected; the price of Bitcoin quickly fell after the news was announced, dropping over 5% in a single day and briefly falling below $85,000, with a volatility of 10%. Why did this seemingly positive policy instead trigger market sell-offs? The key point of the market's disappointment is:
"When your salary cannot keep up with the M2 growth rate Those who understand blockchain are using private keys to reap the benefits of the era"#虚拟币 #美国加密战略储备 $BTC $ETH
Blockchain: The Growing Tree of Trust When Nigerian farmers sell cocoa beans at a premium to the European market through a blockchain traceability system, when Filipino maids save 80% in fees by remitting money home using DeFi protocols, when burn patients achieve cross-border medical treatment through on-chain medical data—these real stories reveal a fact: Blockchain is not a virtual casino, but a trust infrastructure that is reshaping the way humans collaborate.
Blockchain: A Revolution of Trust or a Utopian Illusion? Since its inception, blockchain technology has been hailed as the 'machine of trust' due to its characteristics of decentralization, immutability, and transparency. However, this technology is also highly controversial; some regard it as a revolutionary force that disrupts traditional financial systems, while others see it as a tool for speculators or even a shield for criminals. Is blockchain an angel or a devil? Is its future bright or disillusioned?
The Trust Mechanism of Blockchain: The Brilliance of Technology The core of blockchain lies in its distributed ledger technology. Each node retains a complete transaction record, ensuring data security and immutability through cryptographic techniques. This design eliminates the reliance on centralized institutions, theoretically allowing for more efficient and transparent value transfers.
Smart contracts are another highlight of blockchain. They automatically execute contract terms through code, reducing the likelihood of human intervention and disputes. For example, Ethereum’s smart contracts have already shown great potential in finance, supply chain, and other fields.
However, the trust mechanism of blockchain is not without flaws. Issues such as 51% attacks and lost private keys expose its shortcomings in security and user experience. Despite facing numerous challenges, the potential of blockchain remains vast. In sectors like finance, government affairs, and healthcare, blockchain has begun to see real-world applications. For instance, Estonia's digital identity system and IBM's supply chain tracking project both demonstrate the practical value of blockchain.
Nevertheless, the future of blockchain is not without hurdles. The improvement of technology, sound regulation, and increased public awareness are all key to its maturation. Only by addressing these issues can blockchain truly realize its revolutionary vision.
Is blockchain a revolution of trust or a utopian illusion? The answer may lie in how we harness this technology. In the interplay of technology, law, and ethics, the future of blockchain will depend on human wisdom and choices.