ThuanCapital Official

Bloomberg reports: 

Binance and Kraken have successfully thwarted phishing attacks similar to the recent Coinbase hack

The attackers attempted to lure representatives of the exchange on Telegram, requesting sensitive customer data such as account balances and home addresses. The AI security systems of both exchanges were able to identify the attack vector and block the phishing attempts.

🎮 Introduction to Nexpace (NXPC) on Binance's HODLer Airdrop! Earn NXPC with historical BNB Simple Earn registration data

🔸 Binance is excited to announce the 18th project on the HODLer Airdrop page - Nexpace (NXPC), a protocol that acts as an economic layer for IP ecosystems, aimed at enhancing the next generation reward experience.

🔗Details: https://www.binance.com/en/support/announcement/detail/07c88538531d40d49492b314994bf6c5

🔸Detailed Information:

➤ Token Name: Nexpace (NXPC)

➤ Total Supply of Native Token: 1,000,000,000 NXPC

➤ Maximum Supply of Token: 1,000,000,000 NXPC

➤ HODLer Airdrop Token Reward: 30,000,000 NXPC

➤ Circulating Supply at Listing on Binance: 169,040,000 NXPC

Research Report: Nexpace (NXPC)

🔸------------------

Register on Binance: (20% Trading Fee Discount)

👉 binance.com/en/register?ref=K8VQJSR0

Join the Binance Vietnam channel:

👉 t.me/BinanceVietnamese

2173 - Market Updates, XRP, Stablecoin 

Organizations Are FOMOing, But Where Are Individual Investors?

👉Youtube: https://youtu.be/ul4LkKuy8Ew

🎙Podcast: https://creators.spotify.com/pod/show/thuancapital/episodes/Episode-2173-e32v6g6

President Trump achieved a historic economic commitment of 3.2 trillion dollars from the Gulf Arab states.

Billionaire Mike Novogratz (Galaxy Digital) believes that cryptocurrency is entering a strong recovery phase after hitting the bottom in April. He points out that often when gold rises first, crypto will follow, and that is happening right now.

He mentions the excitement surrounding the inauguration, the emergence of Trump coin, and expectations for the upcoming election, all of which contribute to driving the market. Novogratz assesses that Bitcoin may soon surpass resistance levels like 106K, 107K, 108K and head towards the range of 130K – 150K, entering a phase of 'price discovery'.

Finally, he compares cryptocurrency to gold, an asset worth 22 trillion USD, and believes that in the future, as the younger generation inherits wealth from the older generation, Bitcoin may achieve a status comparable to gold, although that day is still quite far off.

video 👇

https://x.com/ThuanCapital/status/1923418113053495440

Eric Trump shares that he is witnessing a strong wave of acceptance towards Bitcoin and crypto from various strata, from national investment funds, ultra-wealthy families, to the largest corporations.

He recounts a story from a close friend, a senior executive at one of the largest banks in the United States. Just a year ago, this friend called Bitcoin a "funny currency", but recently asked Eric: "Where should I buy Bitcoin? How do I get started?", showing a clear shift in the mindset of the traditional financial sector.

Eric emphasizes that those who once opposed and doubted crypto are gradually changing their stance, and he believes that Bitcoin will experience a significant price surge. According to him, this is a real race, and he is confident that those who believe in Bitcoin "will win this marathon."

Video 👇

https://x.com/ThuanCapital/status/1923419588957704575

A 26-year-old man from the state of Alabama 🇺🇸 named Eric Council Jr. was sentenced to 14 months in prison and 3 years of probation for hacking the SEC's X account and faking approval notices for Bitcoin ETF funds in early 2024.

Eric pleaded guilty to conspiracy to commit identity theft and access device fraud. He used a SIM swapping scheme to take control of the SEC's X account. The fake notice caused the price of Bitcoin to rise by over $1,000, then drop by more than $2,000 when the information was corrected.

Moody's Ratings has downgraded the national credit rating of the United States by one notch, from Aaa (the highest possible level) to Aa1 (the second-highest rating), citing the increasing burden of financing the federal budget deficit and rising debt maturity costs amid persistently high interest rates.

Although Aa1 still falls within the top tier of credit ratings, this is the second-highest rating on Moody's scale. However, the downgrade could lead to an increase in U.S. government bond interest rates. Specifically, the yield on 10-year U.S. government bonds has risen by an additional 3 basis points, reaching 4.48% in after-hours trading.

And this is certainly not what President Trump desires.

At least 14 U.S. states are holding MicroStrategy (MSTR) shares through pension funds and public treasury funds.

- California leads with over 690,000 shares (≈ 276 million USD), held by the California State Teachers’ Retirement System (CalSTRS) and the California Public Employees’ Retirement System (CalPERS). CalPERS is also the largest public pension fund in the U.S.

- Florida ranks second with 221,860 shares (≈ 88 million USD).

- Wisconsin owns 127,528 shares (≈ 51 million USD).

Other states also investing include North Carolina, New Jersey, Maryland, Ohio, Texas, Kentucky, Arizona, Utah, Colorado, Louisiana, and Illinois.

$260 million into Bitcoin ETF funds today

Michael Burry (famous from the movie The Big Short) has sold all the stocks in his investment portfolio, except for a new position in Estee Lauder, ticker $EL.

He has bought a large number of PUT contracts (bearish) against the following tickers:

$NVDA

$TCOM

Chinese companies: $BABA, $PDD, $JD, $BIDU

Nearly 50% of his portfolio is currently a PUT position against Nvidia ($NVDA).

President Trump announced that the U.S. will soon update tariff rates for trade partners, explaining that his administration cannot negotiate trade agreements with all countries at once due to capacity limitations.

He emphasized that the U.S. will take a fair approach, but noted that there are currently too many global leaders wanting to meet with U.S. officials. Secretary of the Treasury Scott Bessent and Secretary of Commerce Howard Lutnick will send letters to countries to inform them of the tariffs they will have to pay if they wish to do business in the United States.

It is likely that the U.S. will only negotiate with about 10 top trade partners, while others will face a blanket tariff.

The Block

SEC investigates whether Coinbase inflated the number of users before its IPO in 2021 or not 🙃

Abu Dhabi Mubadala Investment Company UAE 🇦🇪 has increased its holdings in BlackRock's Spot Bitcoin ETF to 8.7 million shares, worth 408 million USD.

Citadel Advisors has also expanded its IBIT holdings to over 3 million shares, worth approximately 147 million USD.

ETF cash flow 🇺🇸 today:

Bitcoin ETF: + 114.9 million, BlackRock again carries the whole team

Ether ETF: - 39.8 million

CTO Bitwise – Matt Hougan says Bitcoin could surpass $200,000 by the end of this year. According to him, there are currently many positive factors supporting the price of Bitcoin, including:

- The US government holding Bitcoin for the first time in a strategic reserve fund

- Improvements in legal regulations

- Major organizations and businesses entering the market

However, the current price of Bitcoin does not fully reflect these positive factors due to the economic instability, which has caused not only Bitcoin but also other risky assets like stocks to decrease in value.

He believes that when the economic situation stabilizes again, these positive factors will "catch up" with the price of Bitcoin, pushing it to new highs, potentially exceeding $200,000 this year.

Three factors to monitor to predict real demand increases:

1. Cash flow into Bitcoin ETFs

2. Large companies like MicroStrategy and MetaPlanet continuing to buy

3. The government continuing to accumulate Bitcoin

He noted that last year ETFs purchased about 500,000 BTC, while the total supply of Bitcoin is only 165,000 BTC per year.

Businesses have also bought about 250,000 BTC, and he predicts the government may buy several hundred thousand more BTC this year. In total, demand could exceed 1 million BTC, which can only come from long-term holders, and they will only sell when the price rises higher.

Video 👇

https://x.com/ThuanCapital/status/1923248545035059437

Dave Portnoy (founded Barstool Sports) is FOMO-ing again, this time targeting XRP and wondering: "What if it becomes the next Bitcoin?"

Dave recounts missing the opportunity to buy an apartment in Miami because a crypto investor outbid him, someone who had bought Bitcoin very early when it was only priced at $7 or $8.

After 20 years of hard work, Dave feels frustrated being surpassed just because someone hit it big from crypto. He admits that FOMO plays a significant role in his interest in the crypto market.

Even without deep knowledge of Bitcoin or strong belief in coins like XRP, Dave still sees the price potential and thinks: "What if it becomes the next Bitcoin?" His crypto investments mainly stem from speculation and FOMO rather than long-term conviction.

Video 👇

https://x.com/ThuanCapital/status/1923246014368301109

2172 - Bitcoin Makes New History | Market UPDATES 

👉Youtube: https://youtu.be/mFBvpRVcg6A

🎙Podcast: https://creators.spotify.com/pod/show/thuancapital/episodes/Episode-2172-e32tpu2

Bitcoin Magazine launches limited edition Crocs Bitcoin V3

This special edition is limited to 2100 pairs, featuring the characteristic design of Crocs shoes with a striking orange color and a black Bitcoin logo pattern printed on the surface.

The company listed on the Chinese stock exchange 🇨🇳 DDC Enterprise is implementing a Bitcoin Accumulation Strategy to diversify reserves and increase profits for shareholders.

This strategy includes the immediate purchase of 100 BTC, with the goal of accumulating 500 BTC within 6 months and 5000 BTC within 36 months.