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BTC ETFs continue to see large inflows, Bitcoin will continue to benefit from the 'Trump victory' narrative in the next 8 weeks
Yesterday, the net inflow of Bitcoin spot ETFs in the US was $236 million, with Fidelity's FBTC seeing a net inflow of $190 million, and Grayscale's mini BTC trust receiving $20.4 million.
Yesterday, the inflow of Ethereum spot ETFs in the US was $53.7 million, with Fidelity's FETH seeing an inflow of $28.9 million, and VanEck's ETHV seeing an inflow of $12.7 million.
Bitcoin will continue to benefit from the 'Trump victory' narrative in the next 8 weeks
Trump's victory will likely produce a reaction similar to that of 2016 in about eight weeks. Despite Bitcoin soaring due to Trump's victory and gold prices falling, Trump's policies could support both by 2025. Both gold and Bitcoin may benefit from 'devaluation trades' as traders attempt to hedge against currency devaluation and geopolitical resistance.
Trump has repeatedly stated that he will support the digital asset industry and raise tariffs, and these two policies could ultimately benefit Bitcoin.
Trump's victory in the US presidential election could pave the way for more diversified cryptocurrency financial products. Nansen analyst Edward Wilson stated that the Trump administration may embrace more innovations in the cryptocurrency industry, including the launch of the first Ethereum staking ETF.
Wilson stated: 'Due to the regulatory environment potentially favoring cryptocurrencies, we might even see the first Ethereum staking ETF approved early in this new government's term, fully leveraging ETH's advantages as an asset. If this happens, then ETH will become an exciting asset worth watching.'
SOL breaks $200, Solana's DeFi protocols and meme coins rise broadly
SOL surged, returning above $200 for the first time in six months, driving significant increases in Solana ecosystem projects such as RAY, GRASS, JTO, etc. Among them, GRASS has surged over 400% since its launch at the end of October; Grass is a Depin protocol on the Solana chain, with a circulating market cap of $700 million and an FDV of $2.9 billion;
- Meme coins are generally rising, with popular meme projects like MOODENG, MANEKI, and LUCE surging over 30%. MOODENG is a meme featuring a hippo character popular in Thailand, currently with a circulating market cap of $280 million; MANEKI is a meme featuring a Japanese lucky cat released in April this year, currently with a circulating market cap of $80 million, and MANEKI announced in October that it would become the main partner and official jersey sponsor of Sheffield United for the 2024-2025 season; LUCE is the mascot for the Year of the Monkey, currently with a circulating market cap of $75 million.
US stock market trends are mixed, with market expectations that the Federal Reserve may cut rates by 25 basis points in December
The three major US stock indices had mixed results, with the S&P 500 index up 0.74% at 5973.10 points; the Dow Jones index unchanged at 43729.34 points; and the Nasdaq index up 1.51% at 19269.46 points. The benchmark 10-year US Treasury yield is 4.31%, while the 2-year Treasury yield, most sensitive to Federal Reserve policy rates, is 4.21%.
In the early hours of today, the Federal Open Market Committee (FOMC) announced a 25 basis point reduction in the target range for the federal funds rate. This aligns with market expectations. This is the second rate cut since a 50 basis point reduction in September and marks the second cut since March 2020, indicating that US monetary policy has entered a period of easing.
Powell stated that as we approach a neutral interest rate, it may be necessary to slow down the pace of interest rate cuts, and they are just beginning to consider adjusting the pace of rate cuts. The pace and goals of monetary policy may change. He emphasized: the Federal Reserve has no preset policy path, 'If the economy remains strong and inflation does not return to 2%, we could consider adjusting policy more slowly; if the labor market unexpectedly weakens, or if inflation falls faster than expected, we could consider acting more quickly.'
