【Overall dashboard】 1. 24-hour BTC + 4.6%, ETH + 3.5%; the top 500 by market value rose or fell ≥ 30%: MGC + 93%, I0 + 65%, MAGA + 35%, BAKE + 35%, SYN + 35%, LEVER - 31%; the market and altcoins generally rose 2. 210 million USD liquidation in 24 hours, mainly due to long orders 3. Funds: Tether's investment department plans to invest over the next year (over $1 billion), Polygon community grants (1 billion POL, 35 million MATIC in the first quarter), CMT Digital's fourth fund (US$150 million), Flux provides free deployment services for educational institutions (2 million), Merlin Onchain Summer (3 million MERL and millions of dollars worth of ecological assets), BNB Chain's third round of airdrop alliance plan (2.3 billion points and over 8 million tokens), Oasis Pro and Rise & Shine Partners launched the R&S Avalanche Infrastructure Fund, etc.
1. Macroeconomic data: 1. US dollar index: closed down 0.56% at 104.67 2. Treasury bond prices: The 10-year Treasury yield closed at 4.3230%. The 2-year Treasury yield, which is most sensitive to the Fed's policy rate, finally closed at 4.7600%. 3. Gold price: closed up 0.27% at $2,322.50 per ounce 4. WTI crude oil: WTI crude oil finally closed up 0.16% at $78.24 per barrel 5. Stock market: Dow Jones closed down 0.09%, S&P 500 rose 0.85%, and Nasdaq rose 1.53% 6. USDCNY:7.2644 7. Interest rate hike expectations: According to the Federal Reserve's interest rate monitor, the probability of maintaining the interest rate at 5.25-5.50 in August is 91.7%, and the probability of lowering the interest rate to 5.00-5.25 is 8.3%.
【Overall Bulletin Board】 1. 24-hour BTC +0.3%, ETH +0.6%; Top 500 Market Cap Ups and Downs >30%: None; ether.fi pledge TVL hits record high; Meme falls across the board 2. 24-hour liquidation of $50 million, long and short positions both exploded 3. Q1 crypto financing increased significantly, startups raised $2.4 billion in 518 transactions
【Main News】 I. BTC, ETH 1. The top 14 ETFs exceed $3 trillion, and their performance this year is inferior to BTC spot ETF 2. Messari co-founder: BTC and gold have something in common, but gold is more centralized 3. Best-selling author: BTC is just a category, technology is irrelevant 4. Venezuelan government plans to cut off power supply to BTC mines to prevent power outages
II. Blockchain / Infra / Tool 1. V God: Even with negative views, Ethereum does not prevent the culture of expressing ideas 2. The total number of users of Base ecosystem exceeds 9.1 million 3. Ripple releases XRP Q1 market report: Total holdings exceed 4.83 billion XRP, a decrease of 241 million from the previous quarter 4. LayerZero witch reports have collected 2,312 reports 5. LayerZero co-founder: Addresses that are mistakenly reported as witches can fill in the complaint form
III. DeFi / CeFi 1. FlokiFi: The lock-up protocol supports 15 EVM networks 2. Aevo launches the Aevo Airdrops plan, the first batch is Swell and Zerolend 3. Tether CE0: Tether may invest a lot of resources to build a P2P financial market terminal based on Holepunch technology 4. Crypto researcher: In the past six months, the average FDV of the top CEX newly listed projects reached 4.2 billion US dollars, and more than 80% continued to fall after listing 5. Kraken executives denied the rumor that "USDT will be delisted in Europe" 6. Phoenix Group Q1 net profit of 66.2 million US dollars, a year-on-year increase of 166%
IV. NFT / Inscription / MEME / DAO / Social / Web3 1. Popular NFTs: Azuki, Mocaverse, MAYC, Milady, DeGods, Pixelmon, InfinityGenesis, UglyCat 2. The transaction volume of NFTs on major L1 chains has fallen in the past week 3. CryptoPunks launches SuperPunkWorld digital avatar series 4. Head of Base protocol: Information on the chain can be spread with the help of meme. 5. XPayments may be launched in the second half of this year
V. Game / Metaverse / Al 1. The scale of blockchain game investment in April was US$988 million, a new high since January 2021 2. Memeland officially launched the Web3 game protocol MON Protocol 3. Catizen, a game on the Ton chain, now supports in-game Notcoin payments 4. DelphiLabs co-founder: AI agents will drive the next wave of crypto adoption 5. Microsoft may face billions of dollars in fines in the EU for BingAI 6. Musk: Grok has been upgraded, and will bring fun mode to present news later
VI. Policy / Regulation 1. Shandong Dongying police cracked a virtual currency fundraising fraud case involving more than 200 million yuan 2. BlackRock investors: raising interest rates may make it more difficult to achieve the 2% inflation target 3. Vivek has the best chance in the vice presidential race on Polymarket 4. Gemini Earn will start returning cryptocurrencies to customers in kind before the end of May 5. "AI Godfather" Geoffrey Hinton suggested that the British government adopt a universal basic income (UBI) to deal with the threat of unemployment 6. It is said that the pump.fun attacker was arrested and detained in the UK and then released on bail 7. Tether CE0: El Salvador has a bright future in adopting new technologies
2. Treasury prices: 10-year US Treasury yield closed at 4.422%. The 2-year US Treasury yield, which is most sensitive to the Fed's policy rate, finally closed at 4.837%
3. Gold price: closed up 1.6% at $2414.7/ounce
4. WTI crude oil: WTI crude oil finally closed up 0.81% at $79.46/barrel
5. Stock market: Dow Jones closed up 0.34%, S&P 500 up 0.12%, Nasdaq down 0.07%
6. USDCNY: 7.238
7. Rate hike expectations: According to the Fed's interest rate monitor, the probability of maintaining interest rates at 5.25-5.50 in June is 91.1%, and the probability of cutting interest rates to 5.00-5.25 is 8.9%. 8. Cryptocurrency: The overall market value fell by 1.36% to $2.39T, the 24-hour trading volume fell by 2.86% to $50.31B, and the stablecoin market value increased by 0.47% to 155.99B 9. ETH staking: The current staking amount is 32.15METH, and the staking rate is 26.73%
II. 9 ETF holdings data: Updated on May 17: 9 ETFs added 3,743 $BTC (+US$251.56 million).#Grayscaleadded 397 $BTC (+US$26.7 million) and currently holds 288,895 $BTC (US$19.42 billion).#Blackrockadded 1,435 $BTC (+96.44 million USD) and currently holds 276,190 $BTC (18.56 billion USD).
III. Yesterday's macro news:
1. The helicopter carrying Iranian President Raisi had a hard landing accident (the initial cause was determined to be foggy weather). Iran's Vice President said he had established contact with the accident helicopter, but the signal was subsequently interrupted. Iranian military officials said the specific location of the helicopter has been determined.
2. Federal Reserve Board Member Bowman: Inflation will remain high for some time. If inflation stagnates or rebounds, he is willing to support the Fed to restart interest rate hikes.
3. The Federal Reserve plans to relax the proposed capital increase requirements for large banks.
4. Last Friday, the Bank of Japan maintained the scale of bond purchases at the same level as the previous operation.
5. The U.S. Department of Energy: Plans to purchase 3 million barrels of oil as strategic reserves. #BTCUSD#Bitcoin#BitcoinETF#ETHUSDT #CryptoGovernance
2. Treasury bond prices: 10-year US Treasury yield closed at 4.493%. The 2-year US Treasury yield, which is most sensitive to the Fed's policy rate, finally closed at 4.876%
3. Gold price: closed down 1.04% at $2,336.10 per ounce
4. WTI crude oil: WTI crude oil finally closed up 1.18% at $78.73 per barrel
5. Stock market: Dow Jones closed down 0.21%, S&P 500 fell slightly, and Nasdaq rose 0.29%
6. USDCNY: 7.241
7. Rate hike expectations: According to the Fed's interest rate monitor, the probability of maintaining interest rates at 5.25-5.50 in June is 96.5%, and the probability of cutting interest rates to 5.00-5.25 is 3.5%. 8. Cryptocurrency: The overall market value rose by 1.68% to $2.3T, the 24-hour trading volume rose by 102.85% to $72.06B, and the stablecoin market value decreased by 0.23% to 155.25B 9. ETH pledge status: The current pledge amount is 32.46METH, and the pledge rate is 26.99%
II. 9 ETF holdings data: Updated on May 13: 9 ETFs decreased by 866 $BTC (-54.85 million US dollars).#Grayscaledecreased by 706 $BTC (-44.74 million US dollars), and currently holds 291,084 $BTC (18.45 billion US dollars).#Blackrockadded 205 $BTC (+13 million USD) and currently holds 274,755 $BTC (17.41 billion USD).
3. Yesterday's macro news:
1. Fed Vice Chairman Jefferson pointed out that the downward momentum of inflation has weakened and it is appropriate to maintain the policy interest rate in a tight range.
2. The New York Fed survey in April showed that 1-year inflation expectations rose to 3.26%, compared with 3% in the previous period.
3. The war in Kharkiv is tense, and the Ukrainian army replaced the commander of the tactical brigade. Ukrainian intelligence sources said that Ukrainian drone attacks destroyed oil depots and substations in the Belgorod and Lipetsk regions of Russia.
4. Russian Deputy Prime Minister Novak: Russia will consider lifting the gasoline export ban after the formation of the new government.
5. Keith Gill, the leader of the "Retail Investors vs. Wall Street" campaign, returned to the social platform after three years, and stocks such as GME and AMC once soared by more than 100%. 6. Dutch political parties are said to be planning to abolish the 15% stock buyback tax. 7. It is reported that Apple's Vision Pro will be sold overseas for the first time in the United States, including China. 8. OpenAI released a new flagship AI model called GPT-4o, which can reason about audio, vision and text in real time. 9. Meta is working on new AI devices: exploring and developing AI headphones with cameras and translation capabilities. #BTCUSD#Bitcoin#BitcoinETF#ETHUSDT #cryptocurrency
【Overall dashboard】 1. 24-hour BTC +1.3%, ETH +2.4%; the top 500 stocks by market value rose or fell >30%: CEL +61%, FRONT +43%, ALEPH +32%; Grayscale GBTC daily net inflow, Franklin EZBC daily net inflow, and Blob floor price hit record highs; US BTC spot ETF saw its first comprehensive net inflow; MEME, AI, Azuki NFT and other sectors rose across the board 2. 24-hour liquidation of $80 million, mainly short orders 3. Funds: KlumiVentures ($115 million), Base Onchain Summerll (2 million), etc. 4. Financing: Securitize (47 million), non-profit organization OpenSats (21 million, donated), RWAlronlight (12 million), Mirror parent company (10 million), cross-chain DeFiEYWA (7 million), L1 chain Mitosis (7 million), crypto fund XYZ (5.1 million), content platform Paragraph (5 million), wine market Baxus (5 million), voting Agora (5 million), sci-fi action chain game Shadow War (5 million), Farcaster ecological SocialFiAirstack (4 million), DeFiAmphor (4 million), content platform Metale (4 million), chain game Blade (2.4 million), dynamic modular Crestal (2 million), RWA platform Balcony, aggregator DropsTab, chain game platform TRALA, multi-chain liquidity re-staking Bedrock, Web3 incubation studio EVG's four models
2. Treasury prices: 10-year US Treasury yield closed at 4.490%. The 2-year US Treasury yield, which is most sensitive to the Fed's policy rate, finally closed at 4.837%
3. Gold price: closed up 0.96% at $2,323.71 per ounce
4. WTI crude oil: WTI crude oil finally closed up 0.87% at $78.43 per barrel
5. Stock market: Dow Jones closed up 0.46%, S&P 500 up 1.03%, Nasdaq up 1.19%
6. USDCNY: 7.22
7. Rate hike expectations: According to the Fed's interest rate monitor, the probability of maintaining interest rates at 5.25-5.50 in June is 91.1%, and the probability of cutting interest rates to 5.00-5.25 is 8.9%. 8. Cryptocurrency: The overall market value rose by 0.35% to $2.35T, the 24-hour trading volume rose by 47.37% to $73.37B, and the stablecoin market value decreased by 0.12% to 155.61B 9. ETH pledge status: The current pledge amount is 32.25METH, and the pledge rate is 26.82%
II. 9 ETF holdings data: Updated on May 6: 9 ETFs increased by 3,710 $BTC (+US$236 million).#Grayscaledecreased by 938 $BTC (-US$59.66 million), and currently holds 291,239 $BTC (US$18.53 billion).#Fidelityadded 1,662 shares of $BTC ($105.7 million) and currently holds 151,241 shares of $BTC ($9.62 billion).
III. Yesterday's macro news:
1. Hamas agreed to a draft ceasefire agreement that includes Israel's complete withdrawal from Gaza, but Israel responded that the agreement was far from Israel's requirements. The wartime cabinet unanimously decided to continue military operations in Rafah, but would continue negotiations on a ceasefire. At present, Israel has launched limited operations in parts of Rafah. 100,000 civilians in eastern Rafah have received "evacuation orders". Unconfirmed reports say that Israeli ground forces have participated in the attack on Rafah. The White House claims that Israel should not put Rafah civilians in danger. 2. New York Fed President Williams said that the Fed will eventually cut interest rates, but it depends on the data; Richmond Fed President Barkin believes that the full impact of the rate hike has not yet fully emerged and believes that the current restrictive interest rate level is sufficient to curb demand; in addition, the Fed's latest bank loan survey shows that more banks tightened their loan standards in the first quarter. 3. According to TASS: Russia will hold tactical nuclear weapons exercises.Kremlin: Russia's tactical nuclear weapons exercise is a response to Western statements about sending troops to Ukraine. France denies sending troops to Ukraine. 4. The US Aviation Administration investigates Boeing 787 inspections and potential record falsification. 5. US media: Tesla launches a new round of layoffs involving software and service team employees. 6. According to The Information: Microsoft prepares new artificial intelligence models to compete with Google and OpenAI.
2. Treasury bond prices: 10-year US Treasury yield closed at 4.646%. The 2-year US Treasury yield, which is most sensitive to the Fed's policy rate, finally closed at 4.941%
3. Gold price: closed down 0.25% at $2,315.70 per ounce
4. WTI crude oil: WTI crude oil finally closed down 0.69% at $82.75 per barrel
5. Stock market: Dow Jones closed down 0.1%, S&P 500 rose slightly, and Nasdaq rose 0.1%
6. USDCNY: 7.268
7. Rate hike expectations: According to the Fed's interest rate monitor, the probability of maintaining interest rates at 5.25-5.50 in May is 100%, and the probability of cutting interest rates to 5.00-5.25 is 0%. 8. Cryptocurrency: The overall market value fell by 2.38% to $2.38T, the 24-hour trading volume increased by 19.64% to $83.7B, and the stablecoin market value increased by 2.13% to 155.59B 9. ETH staking: The current staking amount is 31.81METH, and the staking rate is 26.46%
II. 9 ETF holdings data: Updated on April 24:#Grayscalereduced 538 $BTC (-35.08 million US dollars) and currently holds 303,683 $BTC (19.8 billion US dollars).#Blackrockadded 569 $BTC (+37.14 million US dollars) and currently holds 274,462 $BTC (17.9 billion US dollars). 9 ETFs (including #Grayscale) increased their holdings by 949 $BTC (+61.88 million USD).
3. Yesterday's macro news:
1. EIA crude oil inventories in the United States fell by 6.368 million barrels in the week ending April 19, the largest drop since the week ending January 19, 2024; EIA strategic petroleum reserve inventories in the United States increased by 793,000 barrels in the week ending April 19, the largest increase since the week ending January 26, 2024, and the 19th consecutive week of increase.
2. The yen fell below 155 against the dollar. Ochi, a senior official of Japan's ruling party, said that a fall in the yen to 160 could prompt authorities to take action.
3. Biden signed a $95 billion bill that includes aid to Ukraine, Israel, and TikTok's "no sale or ban" bill; TikTok said it would challenge the bill in court.
4. Ukrainian drones hit two oil reserves in Russia's Smolensk region. 5. Israel is ready to launch the Rafah operation immediately. The plan has been submitted to the United States, and the United States said it is still in dialogue on this matter. 6. Israel said it attacked 40 Hezbollah strongholds in southern Lebanon; the Israeli Defense Minister said that half of the commanders of Hezbollah in southern Lebanon were killed in the attack. #BTCUSD#Bitcoin#BitcoinETF#ETHUSDT #CryptoNews
【Blockchain Brief 0424】 I. Market data 1. Short-term support level 65822 2. Short-term pressure level 67649 3. Medium-term support level 62774 4. Medium-term pressure level 68765 5. On-chain data shows that the strength of the tray is steadily increasing, the selling pressure on the market is light, and the inflow of ETFs is gradually stabilizing. 6. The long and short energy of#BTC#ETH is basically the same, and the downside risk is not great. 7. The open interest of#BTC#ETH contracts has steadily increased, and there is no sign of strength in the lending rate and funding rate.
II. Macroeconomic data: 1. US dollar index: closed down 0.43% at 105.69 2. Treasury bond price: The yield on 10-year US Treasury bonds closed at 4.606%. The 2-year Treasury yield, which is most sensitive to the Fed's policy rate, finally closed at 4.933% 3. Gold price: closed down 0.2% at $2,321.56/ounce 4. WTI crude oil: WTI crude oil finally closed up 1.52% at $83.33/barrel 5. Stock market: closed up 0.69%, S&P 500 up 1.2%, Nasdaq up 1.59% 6. USDCNY: 7.258 7. Rate hike expectations: According to the Fed's interest rate monitor, the probability of maintaining interest rates at 5.25-5.50 in May is 100%, and the probability of cutting interest rates to 5.00-5.25 is 0%. 8. Cryptocurrency: The overall market value rose by 0.07% to $2.44T, the 24-hour trading volume fell by 1.49% to $69.96B, and the stablecoin market value increased by 2.27% to 155.4B 9. ETH pledge status: The current pledge amount is 31.76METH, and the pledge rate is 26.42%
III. 9 ETF holdings data: Updated on April 23:#Grayscaledecreased by 750 $BTC (-50.1 million US dollars), and currently holds 304,220 $BTC (20.32 billion US dollars).#Fidelityincreased by 1,377 $BTC (+92 million US dollars), and currently holds 153,843 $BTC (10.27 billion US dollars). 9 ETFs (including #Grayscale) added 1,513 $BTC (+$101 million).
IV. Yesterday's macro news:
1. The initial value of the US S&P Global Manufacturing PMI in April was 49.9, a 4-month low; the initial value of the US S&P Global Services PMI in April was 50.9, a 5-month low; the initial value of the US S&P Global Composite PMI in April was 50.9, a 4-month low, pushing the euro against the dollar to a new high since April 12. 2. According to Nikkei, the Bank of Japan is keeping a close eye on core inflation while weighing the timing of further rate hikes. The Bank of Japan's goal is not to rush into further adjustments, but to carefully monitor small businesses' moves to raise wages and pass on costs.A source at the Bank of Japan said, "We want to confirm that the cycle between wage and price growth is strengthening." 3. Iranian media recently reported that Iran has contacted the United States to seek to resume negotiations on the implementation of the Iran nuclear agreement. 4. ECB Vice President Guindos: If there are no surprises, the interest rate cut in June looks to have been agreed. 5. Investors are no longer fully pricing that the Bank of England will start cutting interest rates in August, after the Bank of England's chief economist Peel said that the time for a rate cut is still some distance away.#BTCUSD#Bitcoin#BitcoinETF#ETHUSDT #Crypto
【Overall dashboard】 1. 24-hour BTC +1.7%, ETH +1.4%; the top 500 stocks by market capitalization rose and fell ≥30%: POPCAT +39%; Solv BTC asset management volume hits a record high; Rune concept, BRC-20, MEME, AI, and US crypto stocks all rose 2. 110 million USD liquidation in 24 hours, both long and short positions exploded 3. Financing: Midas Financial Technology (US$45 million), SHIB team (US$12 million, selling its unissued large currency TREAT), Solana Ecosystem NFT Social Only1 (US$1.3 million), Blockchain Technology Industry Chain (US$1 million), Scroll Ecosystem PenPad, DePIN Project Roam
【Main News】 1. BTC and ETH 1. Bitwise CEO predicts wealth management companies will increase BTC ETF holdings
2. Treasury bond prices: 10-year US Treasury yield closed at 4.610%. The 2-year US Treasury yield, which is most sensitive to the Fed's policy rate, hit the 5% mark and finally closed at 4.999%
3. Gold price: closed down 2.72% at $2,327.43 per ounce
4. WTI crude oil: WTI crude oil finally closed up 0.01% at $82.08 per barrel
5. Stock market: closed up 0.67%, S&P 500 up 0.87%, Nasdaq up 1.1%
6. USDCNY: 7.251
7. Rate hike expectations: According to the Fed's interest rate monitor, the probability of maintaining interest rates at 5.25-5.50 in May is 96.8%, and the probability of cutting interest rates to 5.00-5.25 is 3.2%. 8. Cryptocurrency: The overall market value fell by 2.53% to $2.44T, the 24-hour trading volume increased by 25.35% to $56.26B, and the stablecoin market value increased by 2.36% to 154.98B 9. ETH staking: The current staking amount is 31.74METH, and the staking rate is 26.4%
II. 9 ETF holdings data: Updated on April 22:#Grayscaledecreased by 1,429 $BTC (-94.8 million US dollars) and currently holds 304,970 $BTC (20.24 billion US dollars).#Blackrockincreased by 456 $BTC (+30.24 million US dollars) and currently holds 273,596 $BTC (18.16 billion US dollars). 9 ETFs (including #Grayscale) decreased by 699 $BTC (-46.4 million US dollars).
3. Yesterday's macro news: 1. ECB Governing Council member Centeno: The ECB's interest rate cut this year may exceed 100 basis points. 2. UK interest rate swaps show that the market has fully priced in the Bank of England's first 25 basis point interest rate cut in August, which was expected to be in September last Friday. 3. Iranian Foreign Ministry spokesman: Israel has received the necessary response at this stage. 4. The Polish president said that Poland is ready to deploy nuclear weapons. 5. French air traffic controllers plan to strike on Thursday. 6. According to the Financial Times: The New York Stock Exchange surveyed market participants on all-day trading. 7. Venezuelan oil companies are accelerating their embrace of Tether. 8. Maersk, CMA CGM, Hapag-Lloyd and other leading shipping companies have issued price increase letters, with some routes increasing by nearly 70%. For a 40-foot container, the freight rate has increased by as much as $2,000. It is reported that this round of price adjustments is mainly concentrated in the United States, South America, the Red Sea and other directions. 9. Tesla's newly formed marketing team in the United States announced layoffs of about 40 people.
【Overall Bulletin Board】 1. 24-hour BTC +1.4%, ETH -0.1%; the top 500 market capitalizations rose or fell >30%: SYS +50%, TRIBE -33% 2. 24-hour liquidation of $280 million, long and short liquidation 3. Financing: Crypto market services Skynet Trading, etc.
【Main News】 I. BTC, ETH 1. At 8:09 on April 20, 2024 (UTC+8), BTC completed the fourth halving at block height 840000, and the mining reward was halved from 6.25BTC to 3.125BTC. The last halving occurred on May 11, 2020 2. The fourth halving block was mined by ViaBTC, and the block reward reached 40.751 BTC 3. BTC network transaction fees continue to soar, with high priority reaching 2700Sat/byte 4. Ordinals developer: Affected by Runes, the fees of the last five BTC blocks have exceeded Coinbase rewards 5. OKXWeb3 wallet Runes market is now officially open and Runes has been officially launched on UniSat; 6. UniSat launches 7-day Runes etching and casting 3x points reward 7. CyberKongz launches rune No. 2 "DECENTRALIZED", Pre-RuneNFT price doubles 8. Bitcoin Wizard announces MAGIC INTERNET MONEY rune distribution plan, $WZRD and OrdinalsNFT holdings are airdropped according to market value ratio 9. Reports of worsening US debt raise concerns, investors favor BTC and gold over bonds 10. MicroStrategy founder sells company shares for $370 million this year 11. Merlinstarter: The third IDO is confirmed, and MSTAR staking will be launched in a few days 12. Zeus Network: Muses upgrade is planned to be launched in the second quarter
II. TON and Telegram release a large number of favorable measures 1. Tether has extended USDT to TON; reported that Tether is working with the TON Foundation to introduce crypto payments in instant messaging services; Tether CEo said XAUT will also be launched on TON in the next few months; Tether has 106% reserve support, and the US Treasury bonds held are 12% to 13% of those held by China 2. TON: 11 million Toncoin incentives for early adopters of USDT on the chain; transaction fees between USDT users are fixed at 0.0145 TON; USDT is not available for US users 3. TON launches the Open League DeFi funding program 4. Telegram CEo: will issue an introduction for creators, creators can get 70% of the income, and will allow in-app purchases of digital goods 5. Telegram CEO: will tokenize Telegram stickers and emoticons 6. Wallet users can send tokens and NFTs on TON to contacts directly in Telegram, without filling in the wallet address, just select the contact 7. Founding members of the TON Foundation: Some Telegram-based games have gained millions of users in just a few weeks
III. Blockchain / Infra / Tool
1. A lawyer: There is no sign of spot ETH ETF being approved before the end of the year
2. BNB: Beacon chain Sunset will cause a large number of BNB to migrate to BSC
3. Linea launches Builder Launchpad program to support developer Injective:
4. INJ3.0 governance proposal has been launched, and it is planned to upgrade the token economy
5. Worldcoin provides exclusive limited goods for WorldID holders
IV. DeFi / CeFi
1. UniswapLabs: The number of users trading on OP and Base exceeded 1 million in April
V. NFT / Inscription / MEME / DAO / Social / Web3
1. NFT hot spots: Pudgy Penguins, MAYC, BAYC, Milady, Lil Pudgys, Kanpai Pandas, Azuki, Terraforms
2. Magic Eden will expand to the Base network on April 25
3. DAO organization 0wn theDoge purchased the copyright of images related to the Dogecoin prototype Kabosu 4. Avalanche founder: Meme is a social signal that can attract new people 5. friend.tech will launch v2 version on April 29
Six, Game / Metaverse / Al 1. MyShell launches AI consumer L2, based on EigenDA and Optimism
Seven, Policy / Regulation 1. Federal Reserve Semi-annual Financial Stability Report: Continued inflation is considered the number one risk 2. The US Internal Revenue Service released a preview of the new tax form, involving new regulations for crypto investors, 3. One person admitted to stealing more than $9.5 million in cryptocurrency by impersonating the Coinbase website, 4. Crypto.com denied that South Korean regulation delayed the leadership change of its local department 5. Nigerian court postponed the bail application hearing of Binance executive Tigran Gambaryan to April 22
2. Treasury bond prices: 10-year US Treasury yield closed at 4.623%. The 2-year US Treasury yield, which is most sensitive to the Fed's policy rate, closed at 4.997%
3. Gold price: 0.57%, reported at $2,391.77 per ounce
4. WTI crude oil: WTI crude oil finally closed down 3.46% at $82.26 per barrel
5. Stock market: Dow Jones closed up 0.56%, S&P 500 fell 0.88%, and Nasdaq fell 2.05%
6. USDCNY: 7.25
7. Rate hike expectations: According to the Fed's interest rate monitor, the probability of maintaining interest rates at 5.25-5.50 in May is 94.6%, and the probability of cutting interest rates to 5.00-5.25 is 5.4%. 8. Cryptocurrency: The overall market value fell by 0.1% to $2.38T, the 24-hour trading volume fell by 13% to $56.65B, and the stablecoin market value increased by 2.25% to 154.78B 9. ETH staking: The current staking amount is 31.69METH, and the staking rate is 26.36%
II. 9 ETF holdings data: Updated on April 17: Updated on April 19:#Grayscaledecreased by 2,195 $BTC (-141.68 million US dollars), and currently holds 306,399 $BTC (19.78 billion US dollars).#Fidelityincreased by 590 $BTC (+38.1 million US dollars), and currently holds 152,465 $BTC (9.84 billion US dollars). 9 ETFs (including #Grayscale) decreased by 472 $BTC (-30.44 million USD).
III. Yesterday's macro news:
1. Israel Defense Forces: From the evening of the 20th to the early morning of the 21st, the Israeli Air Force attacked multiple targets of Hezbollah in Lebanon; Media: The Israeli army attacked the southern city of Rafah in the Gaza Strip, killing many people; two US military bases in Syria were attacked.
2. Air defense alarms sounded several times on the northern border of Israel on the 20th, suspected of being attacked by drones; Iraqi militias claimed to have carried out drone attacks on Eilat, Israel. A source from the Iraqi Ministry of the Interior said on the 20th that two Iraqi military bases were attacked in the early morning of the same day. The US military said that reports of US air strikes in Iraq were untrue.
3. On April 19, there was a sudden explosion in Iran, and the United States said that Israel attacked Iranian facilities. Iran's Islamic Revolutionary Guard Corps said Iran would retaliate against Israeli nuclear facilities. The Israeli army confirmed the attack but the Israeli media office refused to acknowledge it. Iranian official media confirmed that Israel had launched the attack and said the "sabotage" operation using drones had failed.Iranian officials said there were no immediate plans for retaliation. Iran's Supreme Leader Khamenei: The key issue is how Iran demonstrates its strength to attack Israel. 4. The Wall Street Journal: The Biden administration is considering providing Israel with more than $1 billion in new weapons. 5. US Secretary of State Blinken: We cannot support major military operations in Rafah; US media: Hamas is considering moving its political headquarters out of Qatar, a move that may disrupt negotiations on the release of hostages. 6. Fed's Goolsbee: (asked about potential interest rate hikes) If necessary, nothing is off the table. Barkin: US demand is healthy and the economy is not overheating. 7. Fed Financial Stability Report: Sustained inflation is seen as the most important financial stability risk, and hedge fund leverage has risen to its highest level since at least 2013. 8. Bank of Japan Governor: If inflation continues to rise, the Bank of Japan is likely to raise interest rates. 9. ECB-Governing Council member Wensch: The ECB has clear reasons to cut interest rates twice, and the July meeting will give a signal on the interest rate path; Governing Council member Mueller: Several more rate cuts are expected after June; Governing Council member Nagel: If the outlook remains unchanged, there may be a rate cut in June. Even if rate cuts begin, interest rates must remain restrictive. 10. IMF: OPEC+ is expected to gradually increase oil production from July. 11. An oil pipeline in Homs Province, Syria, caught fire due to suspected oil theft, killing one person. The media said that the fire in the oil pipeline has been extinguished. 12. Bitcoin "halving" has been completed, and the daily reward for miners will be reduced from 900 bitcoins to 450 bitcoins. 13. U.S. tech stocks encountered "Black Friday", and ExxonMobil's market value surpassed Tesla for the first time since January 2023; Nvidia plummeted 10%, its market value fell by 2 trillion US dollars, and more than 200 billion evaporated during the session. #BTCUSD#Bitcoin#BitcoinETF#ETHUSDT #cryptocurrency
2. Treasury prices: 10-year US Treasury yields fell from a five-month high and finally closed at 4.611%. The 2-year US Treasury yield, which is most sensitive to the Fed's policy rate, closed at 4.945%
3. Gold prices: closed down 0.492% at $2,361.1 per ounce
4. WTI crude oil: WTI crude oil finally closed down 3.46% at $82.26 per barrel
5. Stock market: Dow Jones closed down 0.12%, S&P 500 fell 0.58%, and Nasdaq fell 1.1%
6. USDCNY: 7.246
7. Rate hike expectations: According to the Fed's interest rate monitor, the probability of maintaining interest rates at 5.25-5.50 in May is 100%, and the probability of cutting interest rates to 5.00-5.25 is 0%. 8. Cryptocurrency: The overall market value fell by 3.41% to $2.24T, the 24-hour trading volume fell by 7.93% to $96.83B, and the stablecoin market value increased by 1.53% to 152.35B 9. ETH staking: The current staking amount is 31.52METH, and the staking rate is 26.22%
II. 9 ETF holdings data: Updated on April 17:#Grayscaledecreased by 1,750 $BTC (-105.5 million US dollars) and currently holds 309,871 $BTC (18.68 billion US dollars).#Blackrockincreased by 410 $BTC (+24.7 million US dollars) and currently holds 272,549 $BTC (16.43 billion US dollars). 9 ETFs (including #Grayscale) decreased by 1,319 $BTC (-79.53 million US dollars).
3. Yesterday's macro news: 1. Beige Book of the Federal Reserve: The US economy has expanded slightly, and it has become significantly more difficult for companies to pass on costs; wage pressures have eased, and people are cautiously optimistic about the economy. 2. 2024 FOMC voting member, Cleveland Fed President Mester: If inflation does not continue to fall to 2%, we may keep interest rates at current levels for longer. At some point we will start to relax policy. We don't have to rush to relax policy. 3. The New York Fed predicts that the Federal Reserve may stop shrinking its balance sheet in 2025, and the size of its balance sheet may fall to $6 trillion. 4. According to the Wall Street Journal, Iran is preparing for Israel's retaliatory attacks on its territory or proxies. 5. ECB Governing Council member Nagel: The possibility of a rate cut in June has increased. ECB Governing Council member Centeno: There may be "several" rate cuts this year. ECB President Lagarde: We are watching the exchange rate very carefully. 6. The finance ministers of the United States, South Korea, and Japan expressed serious concern about the recent sharp decline in the won and the yen.South Korea's central bank governor Chang-yong Lee: We have the resources and tools to take action on foreign exchange if necessary. Japanese Finance Minister Shunichi Suzuki: We will respond appropriately to excessive foreign exchange fluctuations. #BTCUSD#Bitcoin#BitcoinETF#ETHUSDT #cryptocurrency
【Overall dashboard】 1. 24-hour BTC-4.8%, ETH-5.3%; Top 500 by market capitalization: ZBC +36%, CORE +30%; Solv BTC asset management hits a record high 2. 24-hour liquidation of $300 million, mainly due to long orders 3. Financing: Re-staking Puffer (US$18 million), AI chain game AVALON (10 million), full-chain game LONT (2.6 million), Web3+AI Inference (2.3 million), Manta Ecosystem DeFi Gull (1.6 million), RWA Inc. (1.175 million), NavyAI on Solana, etc. 4. Dingaling ranks first in KOL financing participation list with 21 projects participated in 5. 10x: Risk assets such as cryptocurrencies are on the verge of a major price correction
2. Treasury prices: 10-year US Treasury yields finally closed at 4.661%. The 2-year US Treasury yield, which is most sensitive to the Fed's policy rate, hit the 5% mark again during the session and finally closed at 4.972%
3. Gold price: closed down 0.01% at $2,382.93 per ounce
4. WTI crude oil: WTI crude oil finally closed down 0.46% at $85.21 per barrel
5. Stock market: Dow closed up 0.17%, S&P 500 fell 0.21%, and Nasdaq fell 0.12%
6. USDCNY: 7.26
7. Rate hike expectations: According to the Fed's interest rate monitor, the probability of maintaining interest rates at 5.25-5.50 in May is 96.9%, and the probability of cutting interest rates to 5.00-5.25 is 3.1%. 8. Cryptocurrency: The overall market value rose by 0.51% to $2.32T, the 24-hour trading volume fell by 13.42% to $105.17B, and the stablecoin market value increased by 1.17% to 151.95B 9. ETH pledge status: The current pledge amount is 31.5METH, and the pledge rate is 26.20%
II. 9 ETF holdings data: Updated on April 16:#Grayscaledecreased by 2,524 $BTC (-158.21 million US dollars), and currently holds 311,621 $BTC (19.53 billion US dollars).#Blackrockincreased by 1,162 $BTC (+72.82 million US dollars), and currently holds 272,139 $BTC (17.06 billion US dollars). 9 ETFs (including #Grayscale) decreased by 1,299 $BTC (-81.44 million USD).
3. Yesterday's macro news:
1. Fed Chairman Powell: Recent data show that inflation progress this year is insufficient, and the restoration of confidence in inflation may take longer. After Powell's speech, interest rate futures traders lowered their expectations that the Fed would cut interest rates more than once this year. "Fed megaphone": Powell lowered expectations for interest rate cuts.
2. Other Fed officials-Vice Chairman Jefferson: If necessary, policies will remain restrictive for a longer period of time. Richmond Fed President Barkin: CPI data does not support a "soft landing". New York Fed President Williams: The potential growth rate in the United States is about 2%, possibly higher.
3. Data released by the U.S. Treasury Department showed that the U.S. cash reserves increased by $172 billion to $897 billion, the highest level since May 2022. This is the largest increase since the 2022 tax collection deadline 4. Israel-Iran conflict-Israel media: The Israeli army has finalized the type of counterattack against Iran but the timing is undecided. The United States expressed its belief that Israel will not carry out direct strikes, but will focus on Iran's "proxies";Yellen: Further sanctions against Iran are expected in the coming days. #BTCUSD#Bitcoin#BitcoinETF#ETHUSDT #cryptocurrency
【Overall dashboard】 1. 24-hour BTC -4.6%, ETH -7.1%; Top 500 by market capitalization with a rise or fall of ≥30%: SLERF +42%, LSD -37%; Top 100 by market capitalization only include TIA, FLR, AKT, LEO, PRIME, USDT, USDC, and DAI On the rise; Kyber's daily trading volume hit a record high; the market fell, the altcoins fell across the board, and some BTC ecosystem assets rose sharply 2. 24-hour liquidation of $960 million, mainly due to long orders 3. Iran launched a retaliatory attack on Israel. The Israeli army said that a large number of fighter jets were ready to counterattack, and cryptocurrencies plummeted. Later, Iran said that the military operation had ended, and cryptocurrencies rebounded. 4. Financing: Manta on DEX Gull (US$1.6 million), blockchain gaming platform GameCene (US$1.4 million), DeFi Jigsaw, 1Self.World, etc.
2. Treasury bond prices: 10-year US Treasury yields finally closed at 4.510%. The 2-year US Treasury yield, which is most sensitive to the Fed's policy rate, closed at 4.894%
3. Gold price: closed down 1.19% at $2,344.25 per ounce
4. WTI crude oil: WTI crude oil finally closed down 0.09% at $85.4 per barrel
5. Stock market: Dow Jones closed down 1.24%, S&P 500 fell 1.45%, and Nasdaq fell 1.62%
6. USDCNY: 7.261
7. Rate hike expectations: According to the Fed's interest rate monitor, the probability of maintaining interest rates at 5.25-5.50 in May is 94.1%, and the probability of cutting interest rates to 5.00-5.25 is 5.9%. 8. Cryptocurrency: The overall market value rose by 2.86% to $2.31T, the 24-hour trading volume fell by 0.33% to $140.1B, and the stablecoin market value increased by 0.38% to 151.38B 9. ETH staking: The current staking amount is 31.47METH, and the staking rate is 26.18%
II. 9 ETF holdings data: Updated on April 12:#Grayscaledecreased by 262 $BTC (-18 million US dollars), and currently holds 315,931 $BTC (21.73 billion US dollars).#Blackrockincreased by 2,734 $BTC (+188 million US dollars), and currently holds 269,314 $BTC (18.52 billion US dollars). 9 ETFs (including #Grayscale) added 2,707 $BTC (+$186.23 million).
III. Yesterday's macro news:
1. Iran-Israel conflict-Iran launched missile and drone attacks directly on Israel for the first time in history. Iran stressed that its retaliation against Israel is over unless Israel retaliates. Sources said that the United States blocked Israel's counterattack plan at the last minute on Sunday. Israel's wartime cabinet is still divided on the timing and method of responding to Iran's attack. Biden stated: Do not support Israel's counterattack, the United States will not participate in offensive operations against Iran. The G7 group and its partners will consider imposing more sanctions on Iran. Iran: No intention to conflict with the United States, if the United States takes military action against Iran, it will retaliate in proportion.
2. OPEC+ is closely watching Israel's potential response to Iran's air strikes. Kazakhstan will continue to reduce production to compensate for excess oil production in the first quarter in accordance with the OPEC+ production cut agreement.
3. The Biden administration's new regulations restrict oil and gas drilling, and oil companies face environmental cost pressures. #BTCUSD#Bitcoin#BitcoinETF#ETHUSDT #cryptocurrency
【Overall dashboard】 1. 24-hour BTC-1.9%, ETH-2.9%; Top 500 by market capitalization: up or down ≥30%: None; BORED price and Mantle TVL hit record highs; Altcoins fell along with the broader market, and the Meme sector fell across the board 2. 24-hour liquidation of $240 million, mainly due to long orders 3. Funds: Decentralized AI elastic computing Phoenix Ecosystem Fund (US$20 million), L2 network mode accelerator (US$10 million), etc. 4. Financing: L1 chain Monad Labs (225 million), BTC L2Mezo (21 million), accelerator Olympus (15 million, to be raised), Web3 beauty Kiki World (7 million), institutional loans and income OpenTrade (3.2 million), on-chain investment Storm Labs (3 million), RWA platform Zoth (2.5 million), data encryption and privacy protection NuLink, blockchain game guild YGG, etc.
2. Treasury prices: 10-year US Treasury yields broke the key threshold of 4.5% and closed at 4.514%. The 2-year US Treasury yield, which is most sensitive to the Fed's policy rate, rose nearly 20 basis points to close at 4.941%
3. Gold prices: closed down 0.79% at $2,333.73 per ounce
4. WTI crude oil: WTI crude oil finally closed up 1.08% at $86.2 per barrel
5. Stock market: Dow Jones 1.09%, S&P 500 down 0.95%, Nasdaq down 0.84%
6. USDCNY: 7.253
7. Rate hike expectations: According to the Fed's interest rate monitor, the probability of maintaining interest rates at 5.25-5.50 in May is 98%, and the probability of a rate cut to 5.00-5.25 is 2%. 8. Cryptocurrency: The overall market value rose by 0.5% to $2.61T, the 24-hour trading volume fell by 6.73% to $92.97B, and the stablecoin market value increased by 1.2% to 150.05B 9. ETH staking: The current staking amount is 31.39METH, and the staking rate is 26.11%
II. 9 ETF holdings data: Updated on April 10:#Grayscaledecreased by 4,245 $BTC (-293.6 million US dollars) and currently holds 318,452 $BTC ($22B).#Blackrockincreased by 1,868 $BTC (+129.2 million US dollars) and currently holds 266,102 $BTC (18.4 billion US dollars). 9 ETFs (including #Grayscale) decreased by 2,714 $BTC (-187.7 million US dollars).
3. Yesterday's macro news: 1. The U.S. CPI in March increased by 3.5% year-on-year, a six-month high, higher than the expected 3.4% and the previous value of 3.2%; the month-on-month increase was 0.4%, also higher than the expected 0.3%, and the same as the previous value. The core CPI was higher than expected for the third consecutive month, with an annual rate of 3.8%, higher than the expected 3.7%, and the monthly rate remained at 0.4%. As of this morning, the swap market bet that the probability of the Fed's June rate cut was 18%, and the annual rate cut was only 41 basis points, that is, less than two times. 2. After the release of the CPI data, U.S. President Biden said that he still expected the Fed to cut interest rates before the end of the year, and Wednesday's report may postpone the start of the rate cut by at least one month. 3. Minutes of the Federal Reserve meeting: Almost all participants believed that it was appropriate to cut interest rates this year, and they were ready to slow down the pace of Treasury bond reduction "quite quickly", and tended to reduce the monthly rate of balance sheet reduction by about half. 4. The U.S. budget deficit exceeded $1 trillion in the first half of the fiscal year, and interest costs increased by 36%. #BTCUSD #Bitcoin #BitcoinETF #ETHUSDT #cryptocurrencynews