Last night, the global market waited with bated breath for Powell!
U.S. economic data has given the green light for rate cuts. The minutes of the July meeting released on Wednesday showed that "the vast majority" of FOMC members agreed to cut rates in September.
When everything is ready, the financial market waits with bated breath for the annual global central bank event. Given Powell's previous personality, he is likely to keep his mouth shut about the timing of the rate cut, let alone reveal how much the interest rate may fall, but something unexpected happened! #Telegram创始人被捕 TON#
1. Mainstream Exchange Dynamics: ● Coinbase: New York residents can trade RENDER, HBAR, AKT, HNT and APT;
2. Mainstream Project & Hot Event Dynamics: ● DEX Screener launches token issuance platform Moonshot; ● Blast launches Blast Foundation, aiming to transition to a decentralized governance structure; ● STEPN GO will be launched on the App Store tomorrow; ● Orderly increases airdrop allocation, with the total amount of airdrops increasing from 10% of the total supply to 13.3%; ● Curve Finance starts voting on the first proposal to launch a Tether-only liquidity pool; ● The Arbitrum community recommends implementing an ARB staking mechanism to reward ARB holders with 50% of the sorter fees; ● Mt.Gox trustees will start BTC and BCH repayments in early July; ● Doubler releases DBR token economics, 10% Tokens will be airdropped to the community;
3. Financing information dynamics: ● Carbon credit startup Net Zero Company completed a $5.5 million seed round of financing; ● Hut 8 received a $150 million strategic investment from Coatue and will work together to build an AI infrastructure platform; ● Infrared received investment from Binance Labs;
4. Regulatory information dynamics: ● The Financial Services Commission of South Korea established a virtual asset committee composed of 15 experts; ● X Payments has obtained money transmission licenses in 29 states in the United States;
1. SEC permanently suspended its investigation of Ethereum, which means that ETH is not a security, increasing the probability of ETF approval
2. July 2 is the S-1s registration document date for ETH ETF
3. August 7 is the resolution date for BlackRock ETH ETF application
4. ETH continues to flow out of the exchange, and large investors are hoarding coins
【How to operate? 】 ETH must hold more than 20% of the position. The next two months are likely to be the main theme of ETH and ETH ecology. It is no problem to reach 4,000 US dollars, and the Ethereum ecology must also be laid out
【Ethereum Ecological High-quality Projects】 ENS, LDO, SSV, PENDLE, ETHFI, UNI
[Summary of unlocking information of major currencies in May and June]
Nym (NYM) will unlock about 25 million tokens at 8:00 on May 27, accounting for 3.26% of the current circulation, worth about 4.05 million US dollars;
Yield Guild Games (YGG) will unlock about 16.69 million tokens at 10:00 pm on May 27, accounting for 4.49% of the current circulation, worth about 16.94 million US dollars;
SingularityNET (AGIX) will unlock about 8.71 million tokens at 8:00 on May 28, accounting for 0.68% of the current circulation, worth about 8.14 million US dollars;
Echelon Prime (PRIME) will unlock about 1.66 million tokens at 8:00 on May 31, accounting for 4.23% of the current circulation, worth about 31.66 million US dollars;
Optimism (OP) will unlock about 1.66 million tokens at 8:00 on May 31, accounting for 4.23% of the current circulation, worth about 31.66 million US dollars; 31.34 million tokens, accounting for 2.88% of the current circulation, worth about 79.61 million US dollars;
Manta Network (MANTA) will unlock about 1.87 million tokens at 7:59 on June 1, accounting for 0.74% of the current circulation, worth about 3.19 million US dollars;
1inch (1INCH) will unlock about 98.74 million tokens at 8:00 on June 1, accounting for 8.52% of the current circulation, worth about 41.32 million US dollars;
dydx (DYDX) will unlock about 33.33 million tokens at 8:00 on June 1, accounting for 11.91% of the current circulation, worth about 67 million US dollars;
Sui (SUI) will unlock about 65.08 million tokens at 8:00 on June 1, Beijing time, accounting for 2.78% of the current circulation, worth about 68.07 10,000 USD;
ZetaChain (ZETA) will unlock about 5.29 million tokens at 8:00 on June 1, accounting for 1.99% of the current circulation, worth about 7.99 million USD;
Acala (ACA) will unlock about 27.43 million tokens at 3:00 pm on June 1, accounting for 2.85% of the current circulation, worth about 2.77 million USD;
Ethena (ENA) will unlock about 53.60 million tokens at 7:00 on June 2, accounting for 3.62% of the current circulation, worth about 49.33 million USD.
The reason for the surge in Ethereum has been found. It was found that the approval time for ETH's ETF is approaching on the SEC's schedule. On Wednesday this week, the SEC asked the Ethereum Foundation for a document as a reference.
3. The big Vs who usually don’t say a word but say they have already opened a position at a low point when the price goes up and have already taken profit at a high point when the price goes down.
Things that are about to happen in April: 1. $APT will release a major RWA announcement in April. 2. $TON starts 100 million ecological support. 3. $aevo hints at developing L2. 4. $VANRY deploys RWA track. 5. $ATOM Cosmos will release an announcement on April 2. 6. On April 4, $Jup's first IDO project Zeus Network was publicly issued. 7. $FIL established the Filecoin Ecosystem Digest section to seek development in the field of AI DEPIN distributed computers. 8. Tophis has become the largest venture capital for Bitcoin mining plants in Texas, USA, with a daily net profit of 500 million to 700 million US dollars.
Tokens unlocked in April, master the password of wealth: $DYDX On April 1, 11% of the circulating supply, approximately 33M $DYDX, will be unlocked. This amount has a market value of approximately $122 million. Current circulation is 46% $APT On April 12th (10:59) 6% of the circulating supply, approximately 25M $APT , will be unlocked. This amount has a market value of approximately $451 million. $STRK On April 15th (03:00) 9% of the circulating supply, approximately 64M $STRK, will be unlocked. This amount has a market value of approximately $149 million. Current circulation is 7%.
$ARB On April 16 (16:00) 4% of the circulating supply, approximately $93 million in ARB, will be unlocked. This amount has a market value of approximately $159 million. Current circulation is 27%. $APE On April 17 (03:00) 3% of the circulating supply, approximately $16 million in APE, will be unlocked. That amount has a market value of about $33 million. Current circulation is 64%. $AXS On April 17th (16:10) 8% of the circulating supply, approximately $11 million in $AXS, will be unlocked. This amount has a market value of approximately $121 million. Current circulation is 74%. $IMX On April 19th (03:00) 3% of the circulating supply (approximately $34 million IMX) will be unlocked. This amount has a market value of approximately $100 million. Current circulation is 72%. $pixel On April 19 (13:00) 7% of the circulating supply, approximately $54 million of PIXEL, will be unlocked. The market value of that amount is approximately $41 million. Current circulation is 17%. $ID On April 22 (03:00) 18% of the circulating supply, or approximately $19 million, will be unlocked. The market value of that amount is approximately $22 million. Current circulation is 28%.#PIXEL#arbunlocked
1) Market trend: The market fell, and all the copycats fell. U.S. stocks rose, and leading Nvidia began to fall.
2) Market hot spots: 1. Etherfi and aevo, bn new stocks, soared. Etherfi’s total market value is as high as US$8 billion. Its financing valuation 2 months ago was US$200 million, which has increased 40 times in 2 months. The aevo contract fee is -1%, and the daily short squeeze is 6%. The market can only speculate on sub-new stocks with good chip structure, or signs that the market will adjust. 2. Ocean, Fet, and Agix in the AI sector rose. The three tokens will be merged into token ASI according to the announced ratio, or there may be arbitrage opportunities. Good in the short term, bad in the long term. BN's previous hype about renaming the section rei turned out to be a preview. 3. The public chain sui surged to a new high, and ecological navi, cetus, etc. followed suit. sui will hold a conference on April 10. With recent subsidies to encourage the ecosystem, sui is the new public chain with the best user experience in this round. 4. DeFi’s velo has soared. The project side sits on the bank and returns the supply to the side, and votes to release most of the new additions into its own LP pool. 5. The Ethena airdrop is considered stable, with an off-market valuation of US$1 billion, and it is rumored that it will be listed on a major exchange. The stablecoin usde currently has a market value of US$1.4 billion, ranking fifth.
old seeds BTC: Industry leader ETH: Public chain leader BCH: Expanded version of BTC ADA: The academic husband chain that can’t be beaten to death SOL: Wall Street Capital Public Chain, a developer community second only to Ethereum DOGE: Musk icon family pet MATIC: L2 old leader MKR: old leader in lending, leader in decentralized stablecoin, RWA sector faucet AAVE: Also a leader in lending ARB: L2 new leader OP: One-click issuance of L2 super chain leader LDO: Ethereum staking leader PENDLE: The leader in derivatives income trading, Binance Investment CFX: Hong Kong icon concept, domestic public chain SHIB: Old sentimental animal currency, huge community FLOKI: Musk’s new favorite, he may shout it again in the future PEPE: Frog Coin. It will also have a place in the future APT: A high-performance new public chain developed by Facebook employees RDNT: the leader in cross-chain lending RNDR: AI cloud computing leader cooperates with Apple AGIX: AI concept FET: AI public chain STX: BTC layer 2 expansion network MANA: The leader of the metaverse ORDI: The first BRC20 inscribed token, one-stop protection (already listed on BN) MAGIC: I want to be the Nintendo of blockchain games iconINJ: DEFI public chain + various matryoshka doll playing methods CYBER: A decentralized social project invested by Binance FXS: DEFI Tiger Balm icon, preparing to launch its own L2 public chain and get involved in RWA ILV: 3A level metaverse chain game masterpiece LINK:Oracle leader jasmy: leader in the Internet of Things
According to monitoring by on-chain analyst @ai_9684xtpa, in the past eight hours, the MEME market-making address 0xF0C...BC871 has deposited a total of 22 million MEME to Binance, worth US$1.07 million. After the market-making address deposited 18 million MEME to Binance for the first time at 3 a.m., the currency price fell by 5% for a short period of time ($0.04998 > $0.04736), and has now rebounded to $0.05. This coin will continue to rise
From a five-year perspective, which of the following is the most valuable and which is the least valuable? 30 lots of Kweichow Moutai stocks, currently worth RMB 5 million. 12 Bitcoins, currently worth 5 million yuan 10 kilograms of gold is currently worth 5 million yuan. 1,000 shares of Nvidia stock are currently worth more than 5 million yuan. 2,000 shares of Microsoft stock, currently worth more than 5 million yuan A set of small apartments in the core areas of Beijing and Shanghai is currently worth 5 million yuan. 50 classic LV bags, currently worth 5 million yuan If you now have 5 million funds in hand, you can invest. to be honest. Which of these assets would you invest in? If you must invest in an A-share stock. If you hold it for five years, which one will you choose?
From a five-year perspective, which of the following is the most valuable and which is the least valuable? 30 lots of Kweichow Moutai stocks, currently worth RMB 5 million. 12 Bitcoins, currently worth 5 million yuan 10 kilograms of gold is currently worth 5 million yuan. 1,000 shares of Nvidia stock are currently worth more than 5 million yuan. 2,000 shares of Microsoft stock, currently worth more than 5 million yuan A set of small apartments in the core areas of Beijing and Shanghai is currently worth 5 million yuan. 50 classic LV bags, currently worth 5 million yuan If you now have 5 million funds in hand, you can invest. to be honest. Which of these assets would you invest in? If you must invest in an A-share stock. If you hold it for five years, which one will you choose?
1. When locked up, according to the technical analysis of market news, if the purchased price is at a high level, the loss must be stopped immediately.
2. If the buying price is in the middle, you can wait and see temporarily according to the situation at that time, in order to get out of the market or reduce your position on the rise to reduce losses.
3. If the buying price is at a low level, there is no need to rush to stop the loss. After the buying price has fallen and stabilized, you should dare to cover the position at a low level at an important support level to dilute the cost, so as to reach a high level in the subsequent rebound market. The locked positions were rescued together.
4. If the price you buy is in an upward trend, there is no need to stop the loss. If you hold it patiently for a period of time, you will inevitably unwind and even have the possibility of greater profits.
5. If the purchased price is in a balanced and oscillating trend, there is no need to stop the loss immediately. Wait patiently for the price to enter the high level of the oscillating cycle. Once the position is unwound or the loss is very small, you should decisively leave the market.
Recent wealth opportunities:
Cancun upgrades to 3.14, with an 8-day countdown, Ethereum pulls, and L2 related sectors will have a chain reaction L2 chain currency: STRK, ARB, OP, matic L2 vertical chain: IMX, METIS, L2 application: Arb series: GMX, MAGIC, RDNT Op series: SNX, VELO ZK series: IMX, MINA, CELR, LRC Pledge section: LDO, SSV, FXS, FIS
1. WLD, with a current market value of $700 million, the vision is to build the world’s largest fair digital identity and currency system to help everyone enter the global financial system.
2. ARKM, with a current market value of 210 million, an AI blockchain analysis platform, and Sam is an investor.
video concept
1. LPT, with a current market value of 510 million
2. rndr, current market value is 2.16 billion,
GPU computing network
3. VRA, with a streaming market value of 73.7 million, an agreement and product platform for e-sports and video entertainment
AI application concepts
1. NFP, with a market value of 200 million, A1 drives UGC platform
2. AI, streaming value 233 million, AI-based virtual companion game
underlying concepts
1. TAO, with a market value of 4 billion, new model market
2. FET, with a market value of 830 million, agency
3, AGIX, market capitalization 5.7, image recognition to natural language processing
5. MDT, flow value, 45.5 million, provides a data economy based on the blockchain, and data providers and buyers can conduct secure and anonymous transactions.
New ecological AI generation B
1. AIT, current market value, 58 million, the first web3 data infrastructure dedicated to data annotation and AI model training
2. sora, streaming value, 20 million, launched on February 16, meme with the same name.
This bull market is particularly exciting. It is no longer the bull market I am familiar with.
Recently, because of airdrops, I often dive into other communities. The more places you visit, the more you will understand that the world has more than one center. The industry has developed to a flourishing level. Sui has die-hard fans in its own community, and Solana also has its own die-hard fans. They may never come to Ethereum, no matter how powerful Ethereum is. Just like the United States, it is an invincible existence in the world, but other countries also have citizens who love their country and will not hesitate to migrate just because you are rich enough.
Many projects are developing organically in this bull market. Solana makes me feel that Ethereum is no longer the only one; JUP makes me feel that Uniswap is no longer the only one; and the prosperity and development of the second-layer network makes me feel that the leader of Arb is no longer the only one. It doesn’t necessarily have to be taken. If it were my previous thinking, arb might already be in my possession now. But this time I gave up without hesitation.
Metamask was about to unify the market, but okx suddenly entered the game by borrowing Inscription; stark zksync and others were doing well, but suddenly blast came up to reward points; Ethereum was originally a dominant player, but Solana was reborn. . It can be said that the changes in this bull market are very, very, very fast. Many things that were sworn in a year ago and thought to be completely fine have had their fundamentals changed drastically a year later.
So if I want to give you one piece of advice during this bull market, it is to treat all projects with an open mind, and stop thinking that the currency you have is invincible and you are the only one who is the only one. At the same time, investment expectations should be lowered. This bull market is not so easy to grasp.