This day has finally come. Chairman Powell is going to make a big move tonight! 👇
At 2 AM tonight, there will be a Federal Reserve interest rate meeting, followed by Powell's speech at 2:30. We can be sure that the Federal Reserve will definitely not lower interest rates this time, but they will release the dot plot for future rates to express their expectations for interest rates for the rest of the year, which is the most important part.
Currently, the interest rate market believes that the Federal Reserve may increase the expectation from 1 rate cut this December in the dot plot to 3. If it's 3, that would definitely be good news. If it's 2, that would be just barely acceptable. If they only lower it once and keep it unchanged, that would be negative news.
Additionally, tonight we can pay attention to the Federal Reserve's halt of QT tapering, as the probability of announcing this news is also very high. I hope everything goes smoothly. #美联储3月利率决议 #加密市场反弹
Market consolidating with high enthusiasm in the BNB Chain ecosystem, while the SOL ecosystem is performing sluggishly.
🌟 The intensity of interactions in the BNB Chain ecosystem is soaring, with the market engaging in fierce trading around CZ and major figures. BTC ETF recorded the largest inflow in six weeks, ETH performs better than BTC, while the SOL ecosystem is temporarily sluggish.
📊 Market dynamics: BTC is consolidating, ETH is performing relatively strongly, and the SOL ecosystem is awaiting recovery 1️⃣ $BTC | ETF recorded the largest inflow in six weeks, with price maintaining fluctuations 🔹 After "50x Insider" took profits, BTC slightly rebounded, briefly falling to around 81,000 before rising back to 82,500; 🔹 The decline in US stocks affects BTC, and the market is still restrained by macro sentiments; 🔹 The US Bitcoin spot ETF saw a net inflow of $274.6 million in a single day, creating the largest inflow in six weeks.
Morning Report: BTC Fluctuates, ETH Volatility Expands, SOL Rebound Under Test, BNB Ecosystem Continues to Strengthen
📊 Market Dynamics: BTC Fluctuates, ETH Capital Game Intensifies, SOL Rebound Faces Challenge
1️⃣ $BTC | Fluctuating Consolidation, 50x Insider Shorts Lead to Slight Increase 🔹 Weekend market overall volatility is low, market sentiment tends to stabilize; 🔹 Although insider funds drove a wave of increase, overall it remains in range fluctuation. 2️⃣ $ETH | Greater Volatility than BTC, Market Still Focused on ETH 🔹 ETH price fluctuates significantly, market capital flows in and out frequently, short-term direction remains unclear; 🔹 Former Ethereum engineer stated that Ethereum should reduce research and focus on product delivery, possibly indicating adjustments in ecosystem development strategy. 3️⃣ $SOL | Fluctuating Consolidation, Rebound Strength Still Under Observation 🔹 Market trend is unstable, key support levels still need verification; 🔹 In the short term, it remains to be seen whether it can continue the previous strong rebound. 4️⃣ $BNB | Ecosystem Continues to Expand, BNB Price Breaks 600 🔹 BNB continues to strengthen under the push of the entire BNB Chain ecosystem; 🔹 CZ's interaction style on X has changed significantly, affecting market sentiment.
🔗 On-chain & Capital Dynamics 5️⃣ Kaito AI and its founder Punk9277's X account was hacked, project funds were not harmed; 6️⃣ 21Shares US LLC announced the liquidation of two Bitcoin and Ethereum futures ETFs; 7️⃣ TON congratulated Telegram founder Pavel Durov on returning his passport, supporting his defense of free speech and online privacy.
🌍 Ecosystem & Trading Hotspots 8️⃣ Every time BNB Chain rallies, the biggest beneficiaries are still $BNB and $CAKE; 🔹 Other memecoins are rotating significantly, new coins are gaining more heat than old coins. 9️⃣ Wormhole announced the integration of Circle CCTP V2, enabling fast transfers between Avalanche, Base, and Ethereum; 🔟 Data: Whales have increased their holdings of about 130 million ADA in the past three days; 1️⃣1️⃣ Four meme platforms reached a trading volume of 7.92 million USD on March 14, marking a peak over the past half month; 🔹 $BNX also rebounded as a result.
1️⃣2️⃣ The White House announced a 25% tariff on Canada and Mexico, and a 10% tariff on China effective today; 1️⃣3️⃣ Paradigm launched a fully verified stateless Ethereum node Ress based on Reth.
Morning Report: BTC oscillates upwards, ETH continues to be pressured by bears, SOL rebounds against the trend.
📈 The overall market enters a repair period, BTC oscillates upwards, ETH remains under pressure, SOL rises against the trend influenced by voting events. 📊 Market dynamics: BTC steadily rises, ETH's rebound is limited, SOL's capital-led rebound. 1️⃣ $BTC | Oscillating upwards, but still has not broken through 87,000 🔹 Current price around 85,000, market sentiment is warming up, but a new trend breakthrough has not yet formed; 🔹 Some viewpoints believe the bull market has restarted, but it has not yet firmly stood at key resistance levels. 2️⃣ $ETH | Each rebound is being shorted, market confidence is lacking 🔹 ETH/BTC trading pair continues to decline, capital is more inclined towards BTC rather than ETH; 🔹 Market bears still target ETH as the main shorting target, with rebounds under pressure in the short term.
Morning Report: US Stocks Rebound, Crypto Still Not Independent, Fed Rate Cut Expectations Widen
📈 The market enters a phase of volatility and recovery, with funds still favoring BTC, while ETH is suppressed by short selling sentiment.
📊 Market Dynamics: BTC is consolidating, ETH is once again chosen for short selling. 1️⃣ $BTC | Fluctuating between 80,000 - 84,000 range 🔹 Bitcoin stabilizes in the short term, overall trend is positive, but still dragged down by US stocks; 🔹 ETF capital inflow slows down, market sentiment seems slightly cautious. 2️⃣ $ETH | Still the top choice for bears, ETF progress continues to be a tug-of-war 🔹 Market short selling sentiment remains concentrated on ETH, waiting for a "hero" to push the price up; 🔹 SEC confirms receipt of Franklin Ethereum ETF staking proposal application; 🔹 SEC again extends the review period for Fidelity's spot Ethereum ETF options, regulatory uncertainty remains. 3️⃣ $SOL | Sufficient elasticity, but on-chain ecosystem recovery is key 🔹 Yesterday's lowest drop to 111, highest rebound to 128, volatility remains significant 🔹 FTX/Alameda related addresses unstaked 185,000 SOL, worth about $22.88 million, the market still needs to digest selling pressure 🔹 CBOE submits Solana ETF application, institutional attention rises.
🏛️ Policy & Regulatory Dynamics: SEC continues to delay, Fed rate cut expectations unclear 4️⃣ US SEC delays Dogecoin and XRP ETF applications, waiting for new chairman confirmation; 5️⃣ Ripple vs. SEC case is nearing conclusion, both sides are negotiating penalties and injunction terms; 6️⃣ OKX Europe acquires MiFID II licensed company, moving towards a regulated derivatives market 7️⃣ Trump threatens to impose tariffs on the EU, escalating trade tensions between the US, Canada, and Europe 🔹 Watch whether trade frictions will impact macroeconomics and capital flows.
📈 Institutions & Fund Flows 8️⃣ Matrixport: Bitcoin dominance hits a new cycle high, funds rotate back to BTC from altcoins 9️⃣ CME data shows that bullish sentiment has completely faded after Trump's election victory 🔟 Binance announces that Abu Dhabi's MGX will invest $2 billion in it, which may enhance its international compliance layout.
📉 US Stock Dynamics & Macroeconomics 🔹 Institutional views diverge: Inflation data does not support Fed rate cuts, but the market bets on at least two rate cuts within the year; 🔹 QCP Capital: The market expects the Fed to cut rates four times this year.
The CPI data at 8:30 PM tonight is indeed a key market barometer that will determine the short-term trends of the capital market. Considering the current market situation, let’s think:
1. Three impact paths of CPI data Below expectations (positive): Inflation cools down, pressure on the Federal Reserve to raise interest rates decreases, and the market rebounds in the short term. BTC and tech stocks (Nasdaq) may see a corrective rebound. In line with expectations (mildly positive): In the current market environment of extreme pessimism, even if it meets expectations, it may be interpreted as positive by the market, triggering capital inflow. Above expectations (negative): Inflation remains stubborn, the Federal Reserve's monetary policy may tighten further, US Treasury yields rise, risk assets come under additional pressure, and BTC may drop to deeper support levels (65000 or even lower). 2. Key technical levels and market games BTC key support: 80000 (psychological level), 75000 (short-term bullish defense line), 65000 (target level for big shark formation). BTC key resistance: 85000 (short-term resistance), 92000 (strong resistance level, breaking through it can confirm a trend reversal). Nasdaq: Whether the support near 14000 can hold will be crucial. 3. Giant whales increase positions by 280 million USD, is it worth following? Giant whales often have stronger information and capital advantages, making their directional choices noteworthy. However, the market's capital structure is complex; whales may also be hedging or setting traps, so it is not advisable to follow blindly. Prudent strategy: Observe the market's first reaction 5-15 minutes after the CPI data is released, and wait for signal confirmation before acting. 4. Trading strategy recommendations Short-term traders: After the CPI is released, pay attention to whether BTC can stabilize at key support (80000 or 75000) before considering entry. Medium to long-term investors: If the CPI is below expectations and market sentiment recovers, a pullback presents an opportunity, and positions can be built in batches. Risk control: Closely monitor US Treasury yields and the US dollar index; if the CPI is below expectations but the dollar index remains strong, it indicates that the market's confidence in the Federal Reserve's interest rate cuts is still insufficient, hence caution is advised. Tonight at 8:30 PM, we will see the outcome, and the market will face a crucial choice!#CPI数据来袭 #btc
Morning Brief: US Stocks Drag Down the Market, Crypto Not at Fault
📈 Market Overview: US stocks plummeted, BTC & ETH under pressure 1️⃣ $BTC | Continuous outflow from ETF, fell below 80,000 🔹 Intraday high of 84,000, lowest dropped to 77,000, a decline of over 6%; 🔹 Bitcoin spot ETF funds continue to flow out, short-term market sentiment is pessimistic. 2️⃣ $ETH | On-chain liquidation wave, ETH spot ETF funds flowing out 🔹 Large holders abandoned rescue efforts, liquidations spread from 1,900; 🔹 Net outflow of over 10,000 ETH from ETH spot ETF. 3️⃣ $SOL | Key support tested, decline over 12% 🔹 Brief rise to 131 in the afternoon, then dropped to 115, returning to last year's starting position; 🔹 Whether it can hold depends on overall market liquidity.
🌍 Policy & Regulatory Dynamics 4️⃣ Trump plans to sign a new executive order to lift restrictions on crypto banks and adjust stablecoin regulation; 5️⃣ Paraguay and El Salvador sign MOU to strengthen cooperation on digital asset regulation; 6️⃣ SEC acting chair Mark Uyeda promotes the withdrawal of the proposal to expand regulation of crypto exchanges; 7️⃣ New regulations in the Cayman Islands require cryptocurrency custody and trading companies to obtain licenses.
🔥 Institutional & Exchange Dynamics 8️⃣ Sol Strategies acquires three Solana validators, appoints Michael Hubbard as Chief Strategy Officer; 9️⃣ @base continues to see inflows, on-chain gold dogs are abundant; 🔹 Unfortunately, the drop in ETH price affects overall market sentiment. 🔟 Coinbase plans to launch 24/7 BTC & ETH futures contracts in the US; 11️⃣ @movementlabsxyz public mainnet Beta version has gone live; 12️⃣ USDC Treasury burned 102 million USDC on the Ethereum chain; 🔹 Large holder funds flowing out, possibly affected by market sentiment.
📊 US Stocks Plunge, Market Risk Aversion Intensifies 13️⃣ US stocks' "Black Monday," $TESLA plummeted 15%, marking the largest single-day drop since 2020; 14️⃣ The market value of the seven tech giants evaporated by 830 billion dollars in a single day, setting a historical record for losses.
📌 Trading Thoughts: Market Enters Hellish Difficulty, Pay Attention to US Stock Bottoming Signals 🔹 Short-term market still dominated by macro factors, US stock downtrend continues, Crypto will still be under pressure; 🔹 Funds begin to flee, cautious sentiment prevails, advised to be prudent in bottom fishing;
Without long-term worries, there will be short-term troubles. Trump has been in office for nearly 2 months, and most policies regarding cryptocurrency have been 'loud thunder but little rain,' mostly just hot air. Considering the recent fluctuating tariff policies and the pullback trend in the US stock market, the probability of Bitcoin continuing to pull back is quite high. Below are three scenarios with relatively high probabilities:
1. Bitcoin retraces to the middle line of the 8-hour Bollinger Bands without effectively breaking through, and even if the rebound is weaker, it falls below the lower line of the 8-hour Bollinger Bands (which is also a key integer support level around 80,000), accelerating down to around 65,000 to complete a big shark pattern, probability 50%
2. Bitcoin rebounds strongly, again bouncing back to around 92,000, but fails to effectively break through and stabilize above the upper line of the 8-hour Bollinger Bands, or after multiple oscillations between 80,000 and 92,000, falls below the key position of 80,000, accelerating down to around 65,000 to complete a big shark pattern, probability 30%
3. Bitcoin breaks through the key resistance level around 92,000 and stabilizes, transitioning back to an upward trend, with a bat pattern around 106,000-110,000, after three peaks (which is also a head and shoulders top), it crashes, also the most volatile and bloody version, probability 20% #加密市场回调 88345623237
Morning Report: Scarcity of Hotspots, Market Extremely Short-Term Focused, BTC Remains Core Support
📈 Market Overview: BTC Still Core Support, US Stock Market Pressure Persists
1️⃣ $BTC | Fundamentals Stable, but US Stock Market Decline Affects Market Sentiment 🔹 Global Strategic Reserve Competition May Accelerate, but Ongoing Adjustments in US Stocks Weigh on BTC; 🔹 Spot Institutional Holdings Stable, Market Mainly Affected by External Environment. 2️⃣ $ETH | Whales Accumulating vs. Retail FUD, Sentiment Drives Short-Term Volatility 🔹 Application Growth Slow, but $Cocoro Short-Term Boosts ETH Price, Sentiment Still Key; 🔹 Market Still Lacks Substantial Catalysts, Expected to Continue Fluctuating with BTC in the Short Term. 3️⃣ $SOL | Funds Mostly Observing, OTC Institutions Withdraw Staked Assets, On-Chain Market Shows Signs of Recovery 🔹 Solana Core Developers Max Resnick and Ashwin Sekar Jointly Release SIMD-0257 Proposal; 🔹 Some On-Chain Projects Show Signs of Recovery, but Overall Still Driven by BTC and US Stock Trends.
🔥 Regulatory & Institutional Dynamics 4️⃣ Most Funds Returned After 1inch Hacked, Both Parties Reach Vulnerability Bounty Agreement; 5️⃣ Crypto Tsar David Sacks Opposes Crypto Trading Tax; 6️⃣ Texas Establishes Bitcoin Reserve Fund, Becoming the First State-Owned Crypto Fund in the US; 7️⃣ Bitwise: Trump's Crypto Reserve Plan May Trigger Global BTC Competition.
📌 Exchange & Ecosystem Progress 8️⃣ @arkham Launches KOL Tracking Tags in the Crypto Space; 9️⃣ DOGE Prototype Shiba Inu KABOSU's Owner Launches $Cocoro on Base Chain, Rises to 100M in 1 Hour, Now Retraced to 36M; 🔹 Meme Market Goes Crazy Short-Term, Capital Rotation Accelerates; 🔟 @RobinhoodApp Pays $26 Million Fine, Settles with US Financial Industry Regulatory Authority; 1️⃣1️⃣ @avax Foundation Establishes infraBUIDL(AI) Program Committee, Former Directors Resign Collectively; 1️⃣2️⃣ GSR Clarifies: Not the Market Maker Involved in GoPlus Security as Mentioned in Binance Statement; 1️⃣3️⃣ @cz_binance Reveals: @yzilabs May Invest in a Social Platform Based on BNB Payment MVP; 1️⃣4️⃣ @JupiterExchange Co-Founder Confirms: JUP Tokens Will Not Be Used for Operating Funds; 1️⃣5️⃣ @solayer_labs Has Launched Native SOL Staking; 1️⃣6️⃣ @coinbase Works Over the Weekend to Onboard Stocks, Recreating the LUNA Model from Years Past?
Tonight, these two matters are crucial for market trends. 1. Crypto Summit & Trump's Speech Although Trump's Bitcoin strategic reserve did not directly mention a purchase plan, his national sovereign fund could become a key variable for the market. If the source of funds, purchase timing, and scale can be clarified, the market is likely to see further capital inflow, driving up BTC, ETH, SOL, and others. Conversely, if the statements remain ambiguous, the market may take a 'good news fully priced in' pullback route, facing profit-taking pressure in the short term.
2. U.S. Unemployment Rate & Non-Farm Data (released at 21:30) Currently, the market expects the Federal Reserve to begin cutting interest rates in June or later, and if tonight's data shows a mild economic slowdown (slight increase in unemployment rate, employment growth slowing but not collapsing), it will strengthen market expectations for rate cuts, benefiting risk assets, including the crypto market. However, if the data is excessively weak, it could raise concerns about an economic recession, leading to increased risk aversion in the market, which would put pressure on Bitcoin's short-term trends. #白宫首届加密货币峰会 #特朗普签署行政命令
Pay attention to the support of the range at 2080. If it breaks down, it may test 2000, and it might even be a false breakdown to induce short positions, followed by a continued decline to 1850. If market sentiment worsens further, 1355 is indeed not an impossible target.
However, in the current market environment, BTC and ETH are overall still weak. The capital flow and market demand for ETH also need to be considered. In the short term, if there are negative macro or market-level pressures, such as tightening liquidity or regulatory policies, this could accelerate the current decline. #美国加征关税 #加密市场回调 #eth
Market sentiment is warming up, who is loudly making money?
Morning Report: Market sentiment is warming up, who is loudly making money? 📈 Market Overview: Weekend rebound, weekday relay? 1️⃣ $BTC | In rebound, ETF outflows but overall still net inflow 🔹 Market sentiment has been good since Friday, liquidity over the weekend is poor, expecting weekday funds to relay; 🔹 ETF still has large outflows, but overall still maintains net inflow; 🔹 Greeks.live data: More people hold bearish sentiment, traders focus on the $82,000 key support level. 2️⃣ $ETH | The Ethereum ecosystem is increasingly resembling a 'kingdom' 🔹 Price fluctuations are minor, rebound strength is limited; 🔹 Vitalik: The Ethereum OGs are tired, looking forward to a new generation; 🔹 In 2025, the Fusaka upgrade needs to be implemented, with related test nets starting the day after the Pectra upgrade; 🔹 The Ethereum Foundation announces new appointments, the ecosystem is becoming more extensive.
Market twins IP & PI, is the real purchasing power in the hands of the aunties?
Morning report: Market twins IP & PI, is the real purchasing power in the hands of the aunties?
📉 Market overview: BTC continues to test lows, do holders still have faith?
1️⃣ $BTC | Continuous decline, hitting a low of 82,236 USDT, market sentiment is extremely pessimistic;
🔹 Spot Bitcoin ETF trading volume exceeds $5.3 billion, capital games are still ongoing;
🔹 The current market logic is chaotic, it may need to drop to a more attractive position for bottom-fishing funds to enter.
2️⃣ $ETH | The trend remains weak, declining more sharply compared to BTC, in line with market expectations.
3️⃣ $SOL | There was a sign of rebound yesterday, but with the 3.1 unlock approaching, market sentiment is cautious, waiting for the market reaction the day after tomorrow.
Morning Post: The market is gradually recovering, pay attention to the release of KanyeWest tokens
📌 Market Overview
1️⃣ $BTC | The market has basically digested the Bybit theft incident, the capital sentiment has gradually warmed up, and the price has started to rebound. 2️⃣ $ETH | The market generally believes that @Bybit_Official will buy back the stolen ETH, but is full of doubts about whether @VitalikButerin will support the rollback; 🔹 Bybit CEO responded: Whether Ethereum will roll back should be decided by community voting. 3️⃣ $SOL | The market rebounded in tandem, the#memecoinsector warmed up, and we look forward to returning to the main field after the sentiment is repaired. 4️⃣ $BNB | @cz_binance has been active recently, @BNBCHAIN has ushered in a new traffic password, and whether the exchange with @kanyewest is successful remains to be seen; 🔹 $CHEEMS and $TST have ushered in capital influx, and short-term volatility has intensified.
🔥 Hot Events: KanyeWest Token Coming?
5️⃣ @kanyewest announced the launch of the official token next week. Currently, all Kanye-related tokens are fake; 🔹 Follow @cz_binance and tweet that it is the only account to follow, which seems to imply that it will be issued on @BNBCHAIN? 6️⃣ @Mantle_Official multi-signature wallet spent $10 million to purchase 200 million $WLFI. 7️⃣ @elonmusk proposed "FAFO" as the executive body of DOGE, once again providing new materials for the meme market. 8️⃣ ARKHAM MARKETS will be launched for spot trading in the United States on March 1.
🚨 The latest developments of the Bybit incident
9️⃣ A suspected Bybit address purchased 36,900 ETH and deposited it in Bybit. Market rumors say that Bybit has started to repurchase $ETH to prevent the "hole" from expanding; 🔟 Bybit launched a "bounty recovery program" to provide rewards of up to 10% of the stolen amount to encourage the community to track down hackers. 1️⃣1️⃣ Market analysis: The impact of the hacking incident is controllable, and funds are expected to return to the mean; 1️⃣2️⃣ 5 institutions/individuals have provided Bybit with 120,000 ETH loans, worth US$321 million, further enhancing Bybit's liquidity.
💡 Other dynamics 1️⃣4️⃣ @cz_binance wallet address purchased $TST through PancakeSwap, with a short-term increase of more than 35%; 🔹 Because the public address was monitored by group members, @cz_binance "failed to clamp" during DEX transactions, and the community immediately followed the order; 🔹 @cz_binance said in the morning that it would use other addresses for transactions, but it finally used the public address, which caused heated discussions in the market.
Morning Post: The largest theft in history, the cryptocurrency community united to deal with it, and market sentiment took a sharp turn for the worse
📌 Market Overview
1️⃣ $BTC | Originally approaching $100,000, the Bybit theft caused market panic and funds retreated for risk aversion; 🔹 Costa Rica's largest commercial bank launched the first Bitcoin ETF. 2️⃣ $ETH | As the main force of the theft, more than 400,000 ETH are under selling pressure, and the market hopes that @Bybit_Official will buy it back, but it is unrealistic; 🔹 The community discusses whether $ETH needs to be forked to deal with this attack. 3️⃣ $SOL | Chain sentiment + market panic superposition, the previous optimistic expectations for the 3.1 unlock were brought back to the original shape; 🔹 Solana ecosystem capital outflow intensified, the chain's monthly active addresses fell by nearly 40% month-on-month; 🔹 The official is about to launch a stablecoin that can generate income; 🔹 Franklin Templeton submitted the Solana spot ETF S-1 document to the SEC 🔹 Circle minted 250 million USDC, and a total of 8 billion USDC minted this year 4️⃣ $BNB | @cz_binance appeared in the WeChat group and once boosted sentiment, but later pulled back due to the theft incident, but it was still relatively resilient; 🔹 @cz_binance joined the group and said he wanted to learn to fight at @BNBCHAIN, but the group members waited for a day and didn't wait
🔥 Key event: Bybit suffered the largest theft in history 5️⃣ Bybit was attacked by Lazarus Group Attack, the largest cryptocurrency theft in human history, with heavy losses: 🔹 Bybit outflow of $2.399 billion in 24 hours, on-chain assets still exceed $14 billion 🔹 Binance and Bitget deposited 50,000 ETH to Bybit cold wallet, the cryptocurrency circle united to assist; 🔹 @CryptoHayes supports rolling back the chain, the community has different opinions on this 6️⃣ @LineaBuild postponed the first quarter TGE, and the market's expectations for Linea dropped to freezing point7️⃣ SEC is about to end its investigation of @opensea. 8️⃣ The impact of the Bybit incident spread, Ethena Labs clarified that USDe reserve assets are safe, and as a result, $ENA led the rise against the trend. 9️⃣ @KaitoAI forced the air force, @Punk9277 tried to explain that $KAITO is not an ordinary VC coin, but the risk of zeroing out still exists in the long run🔟 @binance and @bitgetglobal quickly assisted1️⃣1️⃣ @kanyewest is rumored to be about to issue a coin, and the token model has been leaked. The truth is unknown, but if it is true, it may trigger a fund siphoning effect
1️⃣ $BTC | The main force of the rebound, only one step away from $100,000. 2️⃣ $ETH | @VitalikButerin emphasized that Ethereum's original intention has not changed, and prices should not affect development; the Ethereum Foundation recruits social media managers to respond to community criticism and strengthen the brand image. 3️⃣ $SOL | The market is no longer overly concerned about the OTC unlocking on March 1, and it is very flexible. 4️⃣ $BNB | Continue to empower Holder, but fail to drive buying volume; @cz_binance appeared in the Chinese community group, showing its attention to @BNBCHAIN; $BNX hit a new high, can ecological coins such as $CAKE $LISTA keep up?
🔥 Key events
5️⃣ @KaitoAI airdrop controversy: • A large amount of insider trading is retained, and the actual distribution is expected to be less than 1%. • The price trend is similar to @StoryProtocol, with a sharp drop at the opening and a V-shaped rebound at night to a new high. 6️⃣ Vice Chairman of the Federal Reserve: Neutral on the issue of crypto de-banking. 7️⃣ SEC key decision day: Make a decision on Grayscale XRP ETF before October 18. 8️⃣ Canary Litecoin ETF has been listed on the DTCC website, but has not yet received regulatory approval. 9️⃣ @SBF_FTX is rumored to seek Trump's pardon, but it was once the largest private donor to the Democratic Party, which is not easy. 🔟 The SEC established the "Cyber and Emerging Technology Division", which was interpreted by some media as a crackdown on cryptocurrencies and AI Agents. 1️⃣1️⃣ Figure was approved by the SEC to issue the first interest-bearing stablecoin YLDS. 1️⃣2️⃣ Fox News reporter: SEC pays close attention to cryptocurrency pledge business and may issue relevant guidance; new opportunities for LRT/LST sector? 1️⃣3️⃣ @MicroStrategy announced the pricing of $2 billion convertible bonds, which is expected to be delivered on February 21, and a new round of BTC purchase funds will soon enter the market. 1️⃣4️⃣ U.S. Treasury Secretary Bessant: The Fed's interest rate cut in September was too large. 1️⃣5️⃣ Bybit launched full liquidation data disclosure, @coinglass_com believes it will help improve industry transparency.
📢 VC coins become the new market consensus, and Meme is receding? On the surface, VC coins are shorted, but in fact, long positions are added!
Morning Post: Market volatility, the game of confidence and manipulation
📌 Market Overview
1️⃣ $BTC | Continuous volatility, no major positives or capital inflows in the short term, and it is difficult to have significant changes. 2️⃣ $ETH | The exchange rate rebounded slightly, @VitalikButerin's continued preaching brought a warming mood; Ethereum launched the Open Intents Framework to promote cross-chain interoperability. 3️⃣ $SOL | Market sentiment warmed up, various funds tentatively returned, and 3.1 OTC unlocking is still a key point. 4️⃣ $BNB | Continued airdrops to Holders, the latest project @KaitoAI has a low share ratio; @cz_binance's manipulation of @BNBCHAIN caused user dissatisfaction, and the market experience declined.
🔥 Key Events
5️⃣ Coinbase CEO expressed his position on MemeCoin and announced the listing of $CLANKER and support for $Pyth and $TAO transactions. 6️⃣ Fed minutes: Discussing suspension of balance sheet reduction, focusing on inflation targets. 7️⃣ Mark Cuban announced his departure from the MemeCoin market, and once said when $TRUMP was hot that he was considering issuing his own token. 8️⃣ The EU MiCA framework approved 10 companies to issue stablecoins, and the regulatory framework was further implemented. 9️⃣ The SEC adjusted its strategy, suspended some cryptocurrency lawsuits, and focused on cases that are about to expire; accepted CoinShares XRP & LTC spot ETF applications. 🔟 @monad_xyz officially launched the testnet, and developers are ready. 1️⃣1️⃣ @StoryProtocol joined the C2PA Alliance, and $IP tokens doubled. 1️⃣2️⃣ @VitalikButerin warned: The blockchain industry is dominated by short-sightedness and speculation, and projects that lack long-term value occupy too much attention. 1️⃣3️⃣ Spot gold hit a record high of $2,943/ounce, and risk aversion increased.
📢 @BNBCHAIN Short-term retail support is weak, the market's sense of control is increasing, and funds are hesitantly waiting for the return of the wealth-creating effect.
1️⃣ $BTC | Volatile fluctuations, each drop makes people think $100,000 is just around the corner. 2️⃣ $ETH | Exchange rate continues to decline, market expectations for ETH are cooling; SEC is seeking opinions on considering approval for spot ETH ETF options trading. 3️⃣ $SOL | The last hot topic in the circle also struggles to escape the sell-off wave, with a large unlock at 3.1 being a double-edged sword; Sol Strategies increases holdings by 12,456 SOL (about $2.55 million). 4️⃣ $BNB | Market sentiment drives trends, @BNBCHAIN ecosystem is chaotic, projects like $CAKE and $LISTA can’t hold up, and the community jokingly refers to BNB as “DogeChain” or “Broccoli Chain.”
🔥 Key Events
5️⃣ SEC confirms Bitwise submitted XRP ETF 19b-4 document, XRP is still in the game regarding ETF progress. 6️⃣ Fold Holdings Inc. announces listing on Nasdaq on February 19, 2025, Bitcoin financial services company accelerates capitalization. 7️⃣ @saylor raises $2 billion to buy more Bitcoin, the only steadfast buyer in the market. 8️⃣ Kelsier Ventures CEO reveals payments made to the Milei family influenced decisions, information is getting crazier. 9️⃣ FTX begins to pay small claims under $50,000, the next distribution on May 30, 2025, the long liquidation continues. 🔟 Federal Reserve's Daly: Global uncertainty remains high, interest rate cuts are undecided, macroeconomic variables are significant. 11️⃣ @monad_xyz testnet goes live today, developers are ready. 12️⃣ Echo founder Cobie hints at launching ICO products, possibly providing new fundraising channels. 13️⃣ @BNBCHAIN corrects blog error: MONKY is not listed on Binance, leaked contract list caused a surge. 14️⃣ Binance responds to PI community voting controversy, votes from certain regions will be excluded, compliance review becomes critical. 15️⃣ Google explores lowering barriers for Web2 users to use Bitcoin, the BTC ecosystem may see improvements. 16️⃣ OpenSea suspends new airdrop reward mechanism due to user feedback, NFT prices previously surged as a result.
📢 Market confidence continues to erode, once-shared consensus is fracturing, and the struggle between faith and reality continues.
Morning News: The Controversy Over Argentine President's 'Fraud' Continues, Market Volatility
📌 Market Dynamics
1️⃣ $BTC | U.S. stocks fell before opening due to the controversy surrounding the Argentine president, today's focus is on the performance of U.S. stocks at the opening. 2️⃣ $ETH | On-chain sentiment heats up due to Huzhile's influence, the market plummeted when bullish sentiments were called, validating the effect of market sentiment indicators. 3️⃣ $SOL | President Milei drains market liquidity, falling below recent lows, compounded by OTC unlocks, buying pressure gradually decreases. 4️⃣ $BNB | Price remains stable, whether @KaitoAI will become the next Launchpool is worth paying attention to.
🔥 Key Events
5️⃣ MEMX applies to list 21Shares XRP spot ETF, which may be the reason for the continuous rise of $XRP. 6️⃣ The U.S. government may conduct an audit investigation of the SEC, and regulatory trends need to be continuously monitored. 7️⃣ Trump merchandise buyers can receive 3 $TRUMP airdrops, users who placed orders before 2.15 are eligible. 8️⃣ @worldlibertyfi withdraws 10 million USDC to purchase 200 million $WLFI, whale behavior attracts attention. 9️⃣ Argentine President Milei forwards a tutorial on purchasing $LIBRA tokens, later responding that it was “just a goodwill share.” 🔟 Nigeria plans to launch a national meme coin, Kelsier Ventures participates in the collaboration, the market is in a wait-and-see attitude. 11️⃣ @LineaBuild unbans 3,500 wrongly judged witch accounts, but the number of bans previously far exceeded this number, causing controversy. 12️⃣ $SHELL lands on Binance contracts, a rapid listing, and the market reacts positively. 13️⃣ Binance launches a community vote to decide whether to list PiNetwork, the voting results will impact the possibility of listing. 14️⃣ @Bybit_Official trials financial and operational data disclosure, @SoSoValueCrypto discloses data, TVL exceeds $190 million. 15️⃣ @MustStopMurad predicts that Ethereum meme coins will perform excellently in the coming weeks, the market remains skeptical. 16️⃣ @cz_binance's social activity surged yesterday, with frenzied replies and follows, possibly to promote @BNBCHAIN activities. 17️⃣ @HeyTracyAI on @virtuals_io was claimed by @luna_virtuals, becoming the first AI project under the Luna framework.
Morning Report: Market oscillation, BNB rises against the trend
📌 Market Overview
1️⃣ $BTC | Oscillating and consolidating, pay attention to the trend of US stocks, US senators propose to include Bitcoin in the national reserve, $SBR event may promote long-term allocation demand.
2️⃣ $ETH | With the fluctuation of the market, the EVM ecosystem is sluggish, and @base is currently the only L2 solution with growth potential.
3️⃣ $SOL | Affected by the approaching OTC unlocking and the on-chain speculation boom, market sentiment is tense, and some investors are paying attention to low-level buying opportunities.
4️⃣ $BNB | Rising against the trend, @binance increases its investment in @BNBCHAIN, and the AI ecosystem layout strengthens market confidence. 🔥 Key Events
5️⃣ Coinbase's appeal case was extended by the SEC, and regulatory issues are still uncertain, with limited short-term impact.
6️⃣ $BGB fell, suspected of being sold off, CEO @GracyBitget revealed that a major exchange may be the source of selling pressure, and @LBank_Exchange unexpectedly became the focus of attention.
7️⃣ @cz_binance emphasized that it would not promote specific AI tokens, but encouraged the development of blockchain-based AI, and @BNBCHAIN ecology may benefit.
8️⃣ The Argentine president was accused of fraud due to $LIBRA tokens. The incident involved multiple project parties and may have an impact on industry supervision.
9️⃣ @JupiterExchange denied insider trading and responded to market doubts about $LIBRA and $TRUMP presidential tokens.
🔟 @myshell_ai tokens soared by more than 300%, and on-chain transactions were active, verifying the market demand for the AI track.
1️⃣1️⃣ @MoonshotListing stated that the X account has nothing to do with the official, and will release official verified token information later.
1️⃣2️⃣ SafeMoon plans to launch Meme coin on Solana. The contract is not public. Counterfeit coins are frequent. Investors need to be vigilant. 📢 The Hong Kong Consensus Conference opens today. Pay attention to policy trends and be cautious in dealing with market fluctuations!