In the context of the ongoing Russia-Ukraine war, the mineral agreement is Ukraine's greatest weapon.
The economic stimulus that comes after a ceasefire should not be underestimated. The United States may shift part of its industrial chain to Ukraine to reduce reliance on Chinese manufacturing, while also helping Ukraine recover. This puts even more pressure on China, potentially leading to a quicker entry into the negotiation phase.
Ukraine-Russia ceasefire market recovery 》 China tariff negotiations 》 Federal Reserve initiates interest rate cuts 》 Cattle return quickly 🤡
It is still possible to remain optimistic within 90 days, but we must respond cautiously.
The first state to pass a Bitcoin Reserve Bill: Arizona
In detail: Last time, Utah passed HB230 but made significant changes to the original content, turning it into a protection for residents participating in cryptocurrency activities, which is as disappointing as hitting the goalpost in football 🙂↔️. This time is different! The two bills in Arizona have passed both houses and are awaiting delivery to the governor. Here’s a brief introduction to the bills: SB 1373 (Digital Asset Strategy Reserve Fund) Create a special fund with sources of funding including state legislative appropriations and seized digital assets (such as cryptocurrencies seized during law enforcement actions), and invest up to 10% of the assets in digital assets.
Jumped the notification, took a look at the message, it should be the US-Ukraine mineral agreement Round 2, and US stocks are responding with an increase.
However, a few hours ago, the Federal Reserve said they expect inflation to be over 4%, and they do not plan to take action for now, which is a negative signal, but the market's reaction is muted; the positive signals are amplified while the negative ones are ignored, and the strength of the bears has significantly decreased.
Now tracking Trump's news is just a technical aspect 😅
After the Trump administration guided the market with equal tariffs, China's strong countermeasures have led the market into a situation of "there's no worst panic, only greater panic." All financial products are the same; even gold, the top safe-haven asset, has no prospects. This man-made financial crisis cannot be solved by hedging. For those still in the market, survival is the only hope.
When the 104% tariff news came out, it was truly devastating. China has released a white paper as a stepping stone; Trump should accept it. If he doesn't, control of Congress will be lost! (My assets will be lost too, especially Ether.)
Keeping warm.
Key points of the white paper: China is very obedient; it is you American rogues. However, for everyone's good, we can talk.
In the midst of a complete crash, Bitcoin is still alive, how nice 😳
It's really boring without any market activity, everyone share a joke.
I'll go first
During the New Year, a relative asked me: What do you do? I said: I trade cryptocurrencies. He said: How much have you made? I said: I gained experience, lessons, a strong heart, and a bunch of friends who have scammed me.
A blessing in disguise. The reciprocal tariffs caused Bitcoin to drop from 88,000 to 81,000 in an instant. It is highly likely that all the negative news has been exhausted.
Look at Bitcoin, it’s now 83,000! ? The miserable state of the US stock market also reflects the feeling of safe-haven assets (Ether is really uncomfortable)
The impact of reciprocal tariffs has made the market overly pessimistic, which has also led to an increase in the public's expectations for the Federal Reserve to cut interest rates, from 1-3 times last time to 4 times now. (6, 7, 9, 12 are expected to drop by one code each)
PumpBTC TGE Event (Binance Wallet x PancakeSwap) Time: Starts: April 2, 2025 00:00 (Taiwan time) Ends: April 2, 2025 00:45 (Taiwan time) Trading: After April 2, 2025 00:45 (Taiwan time), you can trade on Binance Wallet DEX or PancakeSwap.
Participation Conditions: 1. Use Binance Wallet 2. Hold BNB
Participation Steps: 1. Use Binance Wallet (external imported wallets are invalid). 2. Ensure there is enough BNB in the wallet (maximum 3 BNB). 3. On April 2 at 00:00 (Taiwan time), enter Binance Wallet and click on the event banner.
Thinking back to when I played with NFTs, grinding every day, grinding for whitelist, grinding for levels, so much that I dozed off at work, feeling ecstatic when I snagged MINT, and thrilled when I checked the secondary market prices. Unfortunately, when the bear market hit, I became just another victim, losing all my capital.
X2Y2 initially had much lower additional fees, and there were staking rewards. I once thought it could rise, but unfortunately, Blur came along stronger, with a smoother interface and high topic appeal. The first wave of airdrops made many people wealthy, which made the already quiet X2Y2 even more desolate.
The end of X2Y2's operations is truly poignant. Each cycle of hype is different; in what form will this cycle of NFTs break out? I guess we’ll have to wait until a real bull market in the crypto space arrives, but unfortunately, right now...
Before it was a season of knockoffs, now it is a day of mourning for knockoffs.
If the United States cannot control its debt deficit, Bitcoin will replace the US dollar as the world's reserve currency.
Everyone knows that Trump is making such a big fuss for the sake of the US economy; the debt is just too large, so a strong remedy is needed, and that is Bitcoin.
It's not that Bitcoin needs the US; it's that the US needs Bitcoin.
Hodl
By the way, even though I am optimistic, risk management is still the most important. If you ask me whether to sell at 100,000, I would say: Sell!
Important Events and Data Forecast for Next Week 4/2 Announcement of Reciprocal Tariffs, 4/4 Release of Non-Farm Data, Powell to Speak
3/31 Monday: U.S. March Chicago PMI U.S. March Dallas Fed Business Activity Index
4/1 Tuesday: U.S. March S&P Global Manufacturing PMI Final U.S. March ISM Manufacturing PMI U.S. February JOLTs Job Openings U.S. February Construction Spending MoM
4/2 Wednesday: U.S. Weekly API and EIA Crude Oil Inventories U.S. March ADP Employment Change U.S. February Factory Orders MoM U.S. President Trump Plans to Implement Reciprocal Tariffs and Industry-Specific Tariffs
4/3 Thursday: U.S. March Challenger Job Cuts, Weekly Initial Jobless Claims U.S. February Trade Balance U.S. March S&P Global Services PMI Final U.S. March ISM Non-Manufacturing PMI U.S. Weekly EIA Natural Gas Inventories
4/4 Friday: U.S. March Unemployment Rate and Non-Farm Payroll Data U.S. March Global Supply Chain Pressure Index Federal Reserve Chairman Powell and Vice Chairman Speak
4/5 Saturday: U.S. Total Oil Rig Count as of the Week of April 4
🌟 Japan becomes the first country in Asia to pass a stablecoin law.
Streamlined: Businesses and general investors: Oh, this is interesting. Crypto community members: It's about to explode!
In detail: The stablecoin law passed in Japan was listed yesterday; let's see its impact on businesses and the crypto community. · For businesses. 1. Cross-border transactions are fast. Blockchain payments can be completed in a flash, much faster than bank transfers that can take days. 2. Low fees. Cross-border transactions conducted through blockchain are much cheaper in terms of fees compared to banks. 3. Clear records. Blockchain is transparent, making audits super convenient. 4. Doing business with the U.S. is super convenient. USDC equals U.S. dollars, no need for currency exchange.
Detailed explanation: Will Ethereum be able to see a price increase through staking ETFs in the future? The answer is definitely yes.
First, let's talk about the benefits brought by staking ETFs: 1. Additional income The current annualized return rate for staking ETH is about 3%. (as shown in Figure 2)
2. Lower staking threshold The current minimum threshold for staking ETH is 32 ETH, while there are no threshold limits for staking ETFs.
3. More flexible operations Currently, if you want to redeem staked ETH, you need to wait several days to weeks to retrieve your assets, but with staking ETFs, there is no such requirement; it follows securities trading rules, meaning you can sell without being restricted by staking time and will receive funds on T+2 days.