I have lost everything. This account will be cancelled soon. My Weibo name is @稚初超短线. I will teach people how to make money by dating and then return to the cryptocurrency circle. From now on, my daily news will be synchronized to Weibo.

2024-04-22, Monday, Daily News (Selected)
April 22-News Research
Daily Market Sharing/Market Policy Dynamics Analysis
On-chain Abnormal Monitoring
Policy Information
1. The probability of the Federal Reserve cutting interest rates on May 2 is 5.4%
2. The US IRS released a draft of a new tax form: cryptocurrency investors may face new regulations
3. South Korean regulators postponed approval of changes in the leadership of the local department of Crypto.com
4. The Arkansas House of Representatives passed a bill that may restrict cryptocurrency mining activities

Macro Content
1. Important data this week: Wednesday: Financial reports: Hong Kong Exchanges and Clearing, Boeing, Meta, etc. Thursday: US initial jobless claims for the week ending April 20, the initial value of the annualized quarterly rate of real GDP in the first quarter, and the initial value of the annualized quarterly rate of the core PCE price index; Friday: US personal spending monthly rate and PCE price index in March.
2. The Federal Reserve's semi-annual financial stability report: continued inflation is seen as the number one risk to financial stability
3. Two US military bases in Syria were attacked. The fire on the oil pipeline in Homs Province, Syria has been extinguished.
4. 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. The Israeli army attacked the southern city of Rafah in the Gaza Strip, killing many people.

Coin Circle Welfare
1. Bitcoin miners' income reached $107 million on the day of halving, setting a record high. Last week, the net outflow of Bitcoin spot ETF funds was $204 million.
2. Data: This week, YGG (about $15.71 million), ID (about $15.29 million) and AGIX (about $8.78 million) will usher in large unlockings
3. Leonidas: The Runestone snapshot has been completed. After that, the floor price was directly cut in half.
4. USDC circulation increased by $900 million in the past week, with a total circulation of $33 billion
5. The total asset management scale of the US Bitcoin ETF reached $54.21 billion
6. Grayscale disclosed that the fee rate of the mini version of GBTC is 0.15%
7. MtGox claim form updated, which may support compensation in the form of BTC and BCH
8. The Federal High Court of Nigeria postponed the trial of Binance's tax evasion case to May 17

Greed and Fear Index: 73 (mild greed)
Nine Gods Index (Ahr999): 1.23 (high fixed investment range)

2024-04-19, Friday, Daily News (Selected)
April 19-News Research
Daily Market Share/Market Policy Dynamic Analysis
On-chain Abnormal Monitoring

Policy Information
1. The probability of the Fed cutting interest rates on May 2 is 0%
2. US Stablecoin Regulation Proposal: Circle may be ahead of Tether
3. UK FCA executives: will not ignore user protection in order to speed up the registration of crypto projects
4. The Arkansas House of Representatives passed a bill that may restrict cryptocurrency mining activities

Macro Content
1. The decline of the three major US stock index futures widened, with the Nasdaq 100 index futures falling by more than 2%, the S&P 500 index futures falling by 1.5%, and the Dow futures falling by 1.32%.
2. Fed Kashkari: It may take until 2025 to cut interest rates. Fed Bostic: There will be no interest rate cuts before the end of the year.
3. According to the ylsl Post: Explosions were heard in Iran, Syria, and Iraq. In the early hours of Friday morning, explosions were heard in Isfahan in central Iran, Suweida Province in southern Syria, and Baghdad and Babylon Province in Iraq.
4. Meta launched the latest AI model Uama3 to support chatbots. Oracle announced that it will invest more than $8 billion in Japan in 10 years for cloud computing and artificial intelligence.
Cryptocurrency news
1. Yesterday, BlackRock IBIT's trading volume was $1.27 billion, and Grayscale GBTC was $556 million. Spot ETF funds still had a net outflow of $4.3 million.
2. There are less than 24 hours left before the Bitcoin block reward is halved. In the past 4 hours, the entire network has liquidated $116 million, of which long orders have liquidated $94.9269 million;
3. FTT Treasury transferred about $256 million in assets to a new wallet
4. Grayscale GBTC had a net outflow of $90 million yesterday, and its Bitcoin holdings were reduced by 51% in 3 months
5. Tether announced a new corporate framework: data, finance, energy and education. Tether CEO: Ensuring that one of the Big Four accounting firms serves as Tether's auditor is the top priority.
6. Binance launched the token issuance platform Megadrop, and the first project is BounceBit (BB)
7. The popularity of the keyword "Bitcoin halving" hit an all-time high on Google search yesterday
8. Sweden requires crypto miners to pay $90 million in unpaid taxes
Greed and Fear Index: 66 (mild greed)
Nine Gods Index (Ahr999): 1.19 (high fixed investment range)

2024-04-18, Thursday, daily news (selected)
April 18 - News investment research
Daily market share/market policy dynamic analysis
On-chain abnormality monitoring
policy information
1. The probability of the Federal Reserve cutting interest rates on May 2 is 0.1%
2. Secretary of the Hong Kong Treasury Bureau Hui Ching-yu: The first phase of cross-border network services for multiple central bank digital currencies is expected to be launched this year
3. British lawmakers call on the government to develop cryptocurrency and blockchain skills channels
4. U.S. Senators Introduce Bill to Ban Unbacked Algorithmic Stablecoins

Macro content
1. Thursday: 20:30 The number of initial jobless claims in the United States for the week to April 13, 21:05 Federal Reserve Board Governor Bowman delivers a speech, and 21:15 Federal Reserve Board of Governors Williams delivers a speech.
2. Federal Reserve Beige Book: The U.S. economy has expanded slightly, and it has become significantly more difficult for companies to pass on costs; wage pressure has eased, and people are cautiously optimistic about the economy.
3. Japan will launch the fifth round of discharging nuclear-contaminated water into the sea. Iran is preparing for Israeli retaliatory attacks. The United Nations Security Council held a ministerial meeting on the Middle East at 22:00 on Friday evening.
4. OpenA, Ant Group, Google, iFlytek, and others jointly compiled an international standard for large model security and officially released it.

Currency news
1. The US Bitcoin spot ETF had a net outflow of US$165 million yesterday, GBTC had a net outflow of US$133 million, and ARKB had a net outflow of US$42.7 million.
2. There are only about 2 days left before the Bitcoin block reward is halved. Scroll launched a loyalty points program to issue retroactive points to users.
3. Zignaly launches L1 blockchain ZIGChain and establishes a US$100 million ecosystem fund
4. The bankruptcy court has orally approved the proposed settlement agreement for Gemini, Genesis and their bankruptcy creditors.
5.Upbit cold wallet “Mr.100” purchased almost all newly opened Bitcoins in the past three days
6. Grayscale ETF Global Head: Cryptocurrency ETFs other than Bitcoin and Ethereum ETFs will be 100% approved
7. BlackRock: Bitcoin is the most widely adopted digital asset in the world
8. Market news: Binance is preparing to pay a fine of approximately US$2 million and plans to return to India

Greed and Fear Index: 57 (neutral)
Jiushen Index (Ahr999): 1.12 (high fixed investment range)

2024-04-17, Wednesday, Daily News (Selected)
April 17-News Research
Daily Market Sharing/Market Policy Dynamic Analysis
On-chain Abnormal Monitoring

Policy Information
1. The probability of the Federal Reserve cutting interest rates on May 2 is 0%, and the probability of raising interest rates is 3.1%
2. US Congressman Sherrod Brown, a cryptocurrency skeptic, is open to promoting stablecoin legislation
3. South Korean, Japanese and Singaporean regulators may follow Hong Kong's example and approve spot Bitcoin ETFs
4. The Russian Central Bank will accelerate support for cryptocurrency payments for international settlements
Macro Content
1. Wednesday: 17:00 Eurozone March CPI annual rate final value and monthly rate. The next day at 02:00, the Federal Reserve released the Beige Book on economic conditions. The next day at 05:30, Federal Reserve Mester delivered a speech.
2. Fed-Powell hinted that rate cuts will be delayed as recent inflation remains sticky; Jefferson: If necessary, policies will remain restrictive for longer; Barkin: CPI data does not support a "soft landing";
3. Data-US 2-year Treasury yields rose to 5% for the first time since November last year; US Treasury cash balance recorded the largest increase in two years; Tesla's market value fell below $500 billion.
4. Microsoft will invest $1.5 billion in UAE AI company G42 and hold a minority stake. The Super Artificial Intelligence Alliance (ASI) is scheduled to launch on May 24.
Cryptocurrency news
1. Spot Bitcoin ETF had a net outflow of $58 million yesterday, of which Grayscale GBT had an outflow of $79.4 million, and ARKB also had a net outflow of $12.9 million. BlackRock only had an inflow of $25.8 million.
2. Ethereum has about $50.67 million in on-chain lending and liquidation quotas near $2,831
3. The CEO of the Bank for International Settlements proposed the term "Financial Internet (Finternet)", using tokenization as a tool to solve the defects of today's financial system
4. Tether issued USDT worth $848 million yesterday and redeemed USDT worth $167 million
5. Data: GameFi investment reached $268 million in the first quarter
6. Well-known crypto venture capital institution a16z has raised $7.2 billion in new funds and plans to raise more funds in 2025
7. Paris Saint-Germain Football Club defeated Barcelona, ​​and fan tokens rose 25%
8. PayPal cancels buyer and seller protection for NFT

Greed and Fear Index: 67 (mild greed)
Nine Gods Index (Ahr999): 1.22 (high selling range)

2024-04-16, Tuesday, Daily News (Selected)
April 16-News Research
Daily Market Sharing/Market Policy Dynamic Analysis
On-chain Abnormal Monitoring
Policy Information
1. The probability of the Fed cutting interest rates on May 2 is only 3.1%
2. The Hong Kong Securities and Futures Commission has approved in principle that Harvest Global will invest in Bitcoin and Ethereum spot ETF products
3. Fiji Central Bank: Prohibit the use of cryptocurrencies for payment or investment
4. British Economic Minister: New cryptocurrency and stablecoin legislation will be released before July
Macro Content
1. Tonight at 21:00, Fed Vice Chairman Jefferson will speak, and the next day at 01:00, Fed Barkin will speak on the economic outlook.
2. The Fed's overnight reverse repurchase usage fell to the lowest level since May 2021. Fed Williams: I don't think the recent inflation data is a turning point. I personally think that interest rate cuts may start this year.
3. The monthly rate of US retail sales in March exceeded market expectations. The 10-year U.S. Treasury yield hit a five-month high, and the yen fell to the 154 mark; gold fluctuated $50 during the day and closed higher.
4. OpenAl opened its first office in Asia in Tokyo and will release a Japanese-optimized GPT-4 model. Amazon Web Services CEO talks about generative AI: More companies will need customized AI models in 2024.
Cryptocurrency news
1. The U.S. spot Bitcoin ETF had a net outflow of $37 million yesterday; IBIT had a net inflow of $73.7 million yesterday; Grayscale GBTC had a net outflow of $110 million yesterday.
2. The 185th ACDE meeting: EIP2935 and EIP3074 have been confirmed to be included in the Prague upgrade;
3. CZ will receive a verdict in the Federal District Court for the Western District of Washington on April 30;
4. The Hong Kong Securities and Futures Commission has allowed some institutions to provide securities and virtual asset trading services. Hong Kong citizens can directly use their securities accounts to purchase spot BTC and ETH without opening an account at an exchange;
5. Parcl announced a detailed distribution plan for community PRCL tokens and opened airdrop claims
6. Trust Wallet: iMessage on iOS has a high-risk vulnerability, it is recommended to disable it until the vulnerability is patched
7. The first Sunset upgrade of the BNB beacon chain mainnet has been completed, and the Feynman hard fork will be launched on April 18
8. The FBI launched an investigation into the theft of 216 BTC from Bitcoin developer Luke Dashjr;

Greed and Fear Index: 65 (mild greed)
Nine Gods Index (Ahr999): 1.21 (high selling range)

2024-04-15, Monday, daily news (selected)
Policy information
1. The next interest rate decision of the Federal Reserve: the probability of maintaining the interest rate unchanged is as high as 94.1% (2 am on May 2, 2024)
2. Vietnamese officials: Vietnam has not banned cryptocurrencies, and it is necessary to develop a legal framework
3. The US Internal Revenue Service said it is preparing for a substantial increase in cryptocurrency tax crimes in the future.
4. The International Monetary Fund (IMF) requires El Salvador to amend the "Bitcoin Law" to obtain a credit line of US$1.4 billion
Macro content
1. Important data this week: Tuesday: China's first quarter GDP annual rate. Wednesday: Fed Chairman Powell participates in a Q&A session
2. Iran-Israel conflict-Iran emphasizes that the strike will be a one-off if Israel does not fight back; Israel's wartime cabinet is determined to respond to the attack, and the time and method of the response are undecided. Some members proposed a counterattack, which was firmly opposed by the Minister of Defense and others;
3. Iran launched dozens of suicide drones at Israel. The White House: The United States will support Israel in responding to Iranian threats
4. Altman "personally brought goods", and it is reported that OpenAI recommended ChatGPT Enterprise Edition to hundreds of Fortune 500 executives. Musk xAl shows the first multimodal model Grok-1.5V: Flowcharts can be converted into Python code.
Coin circle news
1. Data: Last week, Bitcoin spot funds had a net outflow of US$83.2 million, and Grayscale GBTC had a net outflow of US$766 million last week.
2. The liquidation volume of the Ethereum lending market in April has exceeded any month since June 2022, and the Ethereum network gas fee has dropped to 9 gwelo
3. Bitcoin's share of the cryptocurrency market has risen to nearly 53%, the highest level since April 2021
4. Data: This week, ARB (about US$94.87 million), AXS (about US$76.74 million), STRK (about US$91.52 million), PIXEL, etc. will usher in a one-time large-scale unlocking.
5. 7 leading mining companies hold a total of US$2.79 billion worth of Bitcoin in 782 independent wallets
6. Split Capital founder: The continuation of the cryptocurrency sell-off "may depend on the further escalation of geopolitical tensions in the Middle East"
7. Iran officially launched drone and missile attacks on Israel, and the cryptocurrency market plummeted. Soon after, Iran's UN delegation said the military action had ended, and cryptocurrencies rebounded.
8. The total open interest of BTC options on the entire network was $20.61 billion, and the open interest of ETH options was $86.$100 million
Greed and Fear Index: 74 (moderate greed)

2024-04-12, Friday, Daily News (Selected) #Xai质押 $XAI
April 12-News Research
Daily Market Share/Market Policy Dynamic Analysis
On-chain Abnormal Monitoring

Policy Information
1. The probability of the Federal Reserve cutting interest rates on May 2 is only 5.1%
2. U.S. House of Representatives lawmakers met to discuss the stablecoin bill
3. Paraguay reconsiders the ban on Bitcoin mining and considers selling excess energy from a hydropower station to miners
4. Indian Prime Minister: Hope to expand India's digital payment system to the United States

Macro Content
1.20:30 U.S. March import price index monthly rate. 22:00 U.S. April one-year inflation rate expectations.
2. The number of first-time unemployment claims in the United States last week was 211,000, estimated at 215,000, and the previous value was 221,000. Fed Collins: This year may need to postpone or reduce interest rate cuts
3. Israel said that Hamas has been withdrawing from the negotiation process. Israeli media: Israeli army did not consult with senior officials before killing Hamas leader's family. US Central Command: Shot down 3 Houthi armed aerial drones. No casualties or damage.
4.0penAI: The new version of GPT-4Turbo is now open to ChatGPT paying users. Musk's AI company XAI is seeking to raise $3 billion to $4 billion, and its valuation may reach $18 billion.
Cryptocurrency news
1. The spot Bitcoin ETF had a net inflow of about $91 million yesterday; BTC options with a nominal value of $1.5 billion (maximum power-on of $69,000) and ETH options with a maximum power-on of $800 million (maximum power-on of $3,425) expired today;
2. The 185th ACDE meeting: EIP2935 and EIP3074 have been determined to be included in the Prague upgrade;
3. Lawyer: The US SEC's lawsuit against Uniswap is foreseeable, indicating that DeFi will face more problems
4. SBF appealed his 25-year sentence, and SBF asked the judge to allow him to remain in the Brooklyn Metropolitan Detention Center for appeal.
5. Coinbase International and Coinbase Premium will launch PEPE perpetual contracts
6. Coinbase Derivatives becomes the first CFTC-regulated crypto futures exchange, launching DOGE futures on April 29
7. On-chain prediction market Azuro raises $11 million in financing. Incubator AO Ventures invests $35 million in Arweave development.
8. FBI launches investigation into Bitcoin developer Luke Dashjr's theft of 216 BTC;
Greed and Fear Index: 79 (moderate greed)
Nine Gods Index (Ahr999): 1.51 (high selling range)

2024-04-11, Thursday, Daily News (Selected)
April 11-News Research
Daily Market Sharing/Market Policy Dynamic Analysis
On-chain Abnormal Monitoring
Policy Information
1. The next interest rate decision of the Federal Reserve: The probability of maintaining the interest rate unchanged is as high as 95.5% (2 am on May 2, 2024)
2. Shanghai Municipal Party Secretary: Welcome Standard Chartered to put more new institutions, new businesses, and new platforms such as blockchain in Shanghai
3. US Senator: Bitcoin is a reliable choice to protect consumer rights
4. European Securities and Markets Authority: EU MiCA rules have little impact on the European crypto market

Macro content
1. The US CPI rose 3.5% year-on-year in March, the market forecast was an increase of 3.4%, and the previous value was an increase of 3.2%, which was higher than expected. Spot gold plunged more than 1%, and the Fed's June rate cut bet disappeared.
2. Biden: The rate cut may be postponed for one month, but there will be a rate cut before the end of the year. Fed meeting minutes: Almost all participants believe that it is appropriate to cut interest rates this year.
3. Iranian media denied reports that Tehran closed its airspace. Source: US and Israeli intelligence estimates that Israel is about to be attacked on a large scale by Iran or its "proxies".
4. OpenAl launches GPT-4Turbo, with training data updated to December 2023. Meta officially announces next-generation AI training and reasoning chip project.
Cryptocurrency news
1. Data: Yesterday, the net outflow of spot ETF funds was US$124 million, Grayscale GBTC only outflowed US$17.5 million (the lowest net outflow in a single day), and FBTC inflow was US$76.3 million.
2. The total gas consumption on the Base chain has exceeded 9,000 ETH
3. Paxos USDP March Transparency Report: The total outstanding tokens have dropped to about $147 million, a decrease of more than $55 million from the previous month
4. The Runestone floor price has exceeded 0.09 BTC, and the market value has exceeded $700 million
5. The difficulty of Bitcoin mining has increased by 3.92% to 86.39T, a record high
6. Former FTX executive Ryan Salame will be sentenced on May 28
7. Source: Hong Kong, China will launch the first batch of spot Bitcoin ETFs this month
8. The market value of FDUSD has exceeded $3.3 billion, and First DigitalTrust plans to expand FDUSD to Sui to promote DeFi user adoption

Greed and Fear Index: 76 (moderate greed)
Nine Gods Index (Ahr999): 1.55 (high selling range)

2024-04-10, Wednesday, Daily News (Selected)
April 10-News Research
Daily Market Sharing/Market Policy Dynamics Analysis
On-chain Abnormal Monitoring

Policy Information
1. The next interest rate decision of the Federal Reserve: The probability of maintaining the interest rate unchanged is as high as 98.8% (2 am on May 2, 2024)
2. US Congressman: Cryptocurrency will become an important issue in the Senate election. US Senator Warren: Stablecoins pose risks to the banking system and national security.
3. Korean Financial DJ: Virtual assets obtained by selling FF are considered "FF transactions" and may be investigated
4. The US Treasury Department asked Congress to give it more law enforcement powers to sanction cryptocurrency exchanges

Macro Content
1. Wednesday: Tonight at 20:30, the US March unadjusted CPI and core CPI annual and monthly rates. The next day at 02:00, the Federal Reserve announced the minutes of the March monetary policy meeting.
2. Federal Reserve Bostic: It is possible to postpone or advance interest rate cuts. It is reported that the Bank of Japan is considering raising its inflation forecast this month.
3. Vice President of the European Commission: A wider war in Europe is no longer a fantasy, and we must be prepared. US media: The Israeli Ministry of Defense told the United States that no date has been set for action in Rafah.
4. Integrating visual capabilities, OpenAI provides GPT-4Turbo with Vision to developers.

Coin circle news
1. Data: Yesterday, spot ETF funds had a net outflow of US$19.4 million, of which BlackRock IBIT had a net inflow of US$129 million and Grayscale GBTC had a net outflow of US$155 million.
2. Vitalik: EIP-4844 lays the foundation for future expansion through DAS, and DAS can accommodate 128 blobs in the future
3. Harvest and Huaxia obtain virtual asset management qualifications in Hong Kong, and BTC spot ETF will be listed as early as the end of April
4. TreasureDAO plans to launch the Treasure Ruby test network on April 22, and will launch new task systems and points systems, etc.
5. Bitcoin L2 network Mezo developer Thesis completed a $21 million Series A financing; Layer1 blockchain Monad Labs completed a $225 million financing, led by Paradigm;
6. Marathon Digital and Riot Platform have a total of about $3 billion in cash and BTC on their balance sheets
7. Worldcoin allows users to permanently delete iris scan data
8. Crypto trader Avi Eisenberg's $110 million fraud trial will begin today and is expected to last two weeks

Greed and Fear Index: 78 (moderate greed)
Nine Gods Index (Ahr999): 1.49 (high selling range)

2024-04-09, Tuesday, Daily News (Selected)
April 09 - News Research
Daily Quotes Sharing/Market Policy Dynamics Analysis

Policy Information
1. The next interest rate decision of the Federal Reserve: the probability of maintaining the interest rate unchanged is as high as 100% (2 am on May 2, 2024)
2. The US SEC postponed the decision on Bitwise and Grayscale Bitcoin Spot ETF Option Trading Application
3. The President of the Swiss National Bank: We are studying how to use wholesale central bank digital francs to settle monetary policy operations
4. The European Securities and Markets Authority is reviewing blockchain MEV to determine whether it constitutes market manipulation

Macro Content
1. The New York Fed's 1-year inflation expectations survey in March recorded 3%. The probability of a rate cut in May was directly reduced to 0%
2. CICC Research said that since the beginning of this year, the pace of slowing inflation in the United States has slowed down, the labor market remains strong, consumer spending is solid, and real estate and manufacturing have rebounded. This year, the Federal Reserve may find it difficult to follow its guidance of three rate cuts.
3. Hamas official Ali Baraka said Hamas rejected Israel's latest ceasefire proposal. The Israeli Prime Minister said that there is a date for the attack on Rafah; the United States said that it has not been informed of the date of the attack on Rafah.
4. The ChatGPT plug-in will be officially offline on April 9, and GPTs will completely replace the plug-in function. The report said that OpenAl collected more than one million hours of YouTube videos to train GPT-4.

Cryptocurrency news
1. Data: On April 8, 9 Bitcoin spot ETFs (including Grayscale) increased their net holdings by 4,153 BTC, with a net inflow of approximately US$298 million.
2. Vitalik Buterin: ZK-SNARKs and other inefficiencies, Ethereum aims to achieve real-time proof
3. BTC Q1 status report: Inscription transactions and fees fell by 40% and 60% month-on-month, and halving will bring the launch of Runes token protocol and Epic sat
4. Since February 1, 2024, FTX/Alameda has deposited 21,650 ETH (worth US$72.4 million) to Coinbase
5. Tensor announced the TNSR token economics, with an initial airdrop accounting for 12.5%. Tensor Foundation announced that the TNSR token airdrop will be open for 180 days.
6. Binance executives rejected Nigerian money laundering charges and were taken back to prison pending trial
7. Crypto investment company Arete Capital plans to raise $20 million for its first fund
8. Crypto trader Avi Eisenberg's $110 million fraud trial will begin today and is expected to last two weeks

Greed and Fear Index: 80 (moderate greed)
Nine Gods Index (Ahr999): 1.61 (high selling range)

2024-04-08, Monday, Daily News (Selected)
April 08 - News Research
Daily Quotes Sharing/Market Policy Dynamics Analysis
On-chain Abnormal Monitoring

Policy Information
1. The next interest rate decision of the Federal Reserve: The probability of maintaining the interest rate unchanged is as high as 95.2% (2 am on May 2, 2024)
2. The US SEC called for comments on the spot Ethereum ETF and has opened a window for comments on three Ethereum spot ETF proposals.
3. Kashkari of the Federal Reserve: Bitcoin still has no legal use cases in developed democracies
4. Deputy Secretary for Finance of Hong Kong, Wong Wai-lun: A comprehensive and clear regulatory system is the key to promoting the sustainable development of virtual assets

Macro Content
1. This week's events: On Monday, the London Stock Exchange announced that it would accept the listing application of Bitcoin and Ethereum ETN; on Wednesday, the US March CPI data; on Thursday, the US March PPI data; the Federal Reserve released the minutes of the March monetary policy meeting.
2. The yield on the 2-year U.S. Treasury bond rose to 4.782%, the highest level since November 28 last year; the yield on the 10-year Treasury bond rose 5 basis points to 4.4258%.
3. Israel has withdrawn troops from southern Gaza on a large scale. The Israeli Defense Minister said that the withdrawal is aimed at preparing for military operations in Rafah. The military adviser to the Supreme Leader of Iran said that Iran's response will make Israel regret it and the Israeli embassy is "no longer safe."
4. Ultraman and Apple's former chief designer seek $1 billion in funds for the new A project, and Masayoshi Son and Jobs' widow may participate in the investment.

Cryptocurrency news
1. Data: Last week, the spot Bitcoin ETF had a net inflow of US$484 million, corresponding to the spot Bitcoin ETF's increase in the number of BTC spot holdings last week of about 7,200.
2. The number of new addresses added to Ethereum in March hit a new high since November 2021. The total number of bridge user addresses on the Base chain exceeded 500,000.
3. Unlocking data this week: APT (worth $330 million), EUL, GLMR, and 1INCH will usher in large unlocking
4. RSIC METAPROTOCOL transaction volume exceeded 1,000 BTC, the floor price rose 44.2% in the past 24 hours, and the market value exceeded $134 million.
5. Runestone floor price exceeded 0.07 BTC, and the market value exceeded $500 million
6. The US government transferred more than 600 BTC related to Silk Road to a new address in the past three days
7. US senators wrote to the judge of the FTX bankruptcy case, requesting an investigation into the low-price sale of SOL by the FTX bankruptcy law firm
8. Italy and other four European countries cracked the recovery fund fraud and confiscated 600 million euros of assets including virtual currencies
Greed and Fear Index: 76

2024-04-07, Sunday, Daily News (Selected)
April 07-News Research
Daily Market Sharing/Market Policy Dynamics Analysis
On-chain Abnormal Monitoring

Policy Information
1. The next interest rate decision of the Federal Reserve: The probability of maintaining the interest rate unchanged is as high as 95.2% (2 am on May 2, 2024)
2. South Korean political parties promise to use the US Bitcoin ETF to compete for votes
3. The IMF has urged Ukraine to complete cryptocurrency legislation
4. Hong Kong Financial Secretary Deputy Secretary Wong Wai-lun: A comprehensive and clear regulatory system is the key to promoting the sustainable development of virtual assets

Macro Content
1. The number of non-farm payrolls in the United States increased by 303,000 in March, which is expected to increase by 200,000. It exceeded expectations and was the largest increase since May 2023.
2. Speech by Federal Reserve officials-Bowen, Director: Now is not the time to lower interest rates. Logan: Considering the upward risk of inflation, it is too early to talk about interest rate cuts. The Federal Reserve will soon decide when to slow down the reduction of the balance sheet.
3. At least 10 people were killed in air strikes in many places in Ukraine. The Russian Ministry of Defense said that Russian artillery and drones hit five Ukrainian ships at night at the landing site and trying to approach the left bank of the Dnieper River, and the Ukrainian side lost 30 soldiers.
4. People familiar with the matter: Musk's artificial intelligence company xAI may raise $3 billion;

Coin circle news
1. Data: Last week, the spot Bitcoin ETF had a net inflow of $635.97 million, corresponding to the spot Bitcoin ETF's increase in the number of BTC spot holdings last week of approximately 9,675.
2. The total market value of stablecoins reached $154.555 billion, an increase of 2.73% in the past week. Among them, UDST has a market share of 69.06%.
3. Caixin: The domestic refund of BlueSky Green’s illegal fundraising case is expected to be less than 5%, and 61,000 bitcoins (worth more than $4 billion) have been seized by the British police

4. Runestone’s market value surpassed BAYC to reach a record high of $420 million, and the NFT market value ranking rose to second place

5. Chairman of the TON Foundation: Aims to get 30% of Telegram users onboard Web3 in 2028

6. OpenSea: Blast NFT has been launched on the L2 network

7. The 131st Ethereum ACDC Telephone Conference: Discussing the EIPs that have been confirmed to be included in the Pectra upgrade

8. BlackRock added 5 new spot Bitcoin ETF authorized participants, including Goldman Sachs, Citadel, Citigroup, etc.

Greed and Fear Index: 78 (moderate greed)

Nine Gods Index (Ahr999): 1.5 (high selling range)

2024-04-01, Monday, daily news (selected)
April 1 - News investment research
Daily market share/market policy updates
policy information
1. The Federal Reserve’s next interest rate decision: the probability of an interest rate cut is only 9.3% (at 2 a.m. on May 2, 2024)
2. The Monetary Authority of Singapore (MAS) announced the launch of the COSMIC platform, aiming to combat money laundering, terrorist financing and other activities globally.
3. Nigeria accuses Binance of laundering $35.4 million in money laundering, and a hearing on the detention of Binance executives will be held on April 4
4. The UK is regulating meme coins regarding cryptocurrencies and other investments

Macro content
1. Key data this week: Monday: Stocks in many regions will be closed for one day due to Easter. Tuesday: U.S. JOLTs job openings in February. Wednesday: U.S. March ADP employment numbers. Friday: U.S. unemployment rate in March; U.S. non-farm payrolls in March seasonally adjusted.
2. The core PCE price index in the United States increased by 2.8% year-on-year in February. The Chairman of the Federal Reserve: It is not good to cut interest rates too early or too late, and he is cautious about cutting interest rates.
3. The number of people injured in the terrorist attack at the Moscow State Concert Hall rose to 551. Putin signed the Russian Federation’s spring conscription order: recruiting 150,000 people.
4. Meta failed to prevent the FTC from reviewing its privacy terms. Modi talks to Bill Gates, warns against AI deepfakes technology.

Currency news
1. Data: NFT sales on the Bitcoin chain exceeded US$500 million in March, setting the second largest single-month sales record to date.
In February and March, stablecoins pegged to the U.S. dollar rose from $143.3 billion to $151.4 billion. The total market value of stablecoins has increased by more than 8 billion US dollars.
3. This week, tokens worth US$224 million will be unlocked, DYDX (valued at US$113 million), SUI (valued at US$65.08 million), and GAL (valued at US$14.51 million).
4. Polygon Labs CEO: L3 deprives Ethereum of its value and security and has no plans to develop its own L3 network
5. Web3 base layer Mystiko.Network: The seed round financing valuation is US$400 million; the modular blockchain sophon completed US$10 million in financing, with participation from OKX Ventures and others;
6. Tether purchased 8,888 Bitcoins at 1:21 am Beijing time today, equivalent to approximately US$630 million. The total holdings amount to 75,354.08 Bitcoins.
7. Upbit cold wallet "Mr.100" purchased more than 900 Bitcoins this weekend, and its currency holding ranking rose to 14th.
8. The FTX bankruptcy estate is scheduled to distribute the first funds to creditors before the end of 2024

Greed and Fear Index: 79 (moderate greed)
Jiushen Index (Ahr999): 1.67 (high selling range)

2024-03-29, Friday, daily news (selected)
March 29 - News investment research
Daily market share/market policy dynamic analysis
policy information
1. The Federal Reserve’s next interest rate decision: the probability of an interest rate cut is only 9.3% (at 2 a.m. on May 2, 2024)
2. Governor of the Central Bank of Nigeria: Cryptocurrency regulation is the responsibility of the Nigeria Securities and Exchange Commission
3. Indonesia will require crypto products to pass a regulatory sandbox or be deemed illegal
4. Brazilian exchange operator B3 will offer Bitcoin futures in April

Macro content
1. Friday: At 20:30 tonight, the annual rate of the core PCE price index in the United States in February, the monthly rate of personal expenditures in the United States in February, and the monthly rate of the core PCE price index in the United States in February. 23:30 Federal Reserve Chairman Powell delivers a speech.
2. U.S. stocks Q1 ended: the market value of the entire market increased by US$4 trillion, the S&P 500 rose by more than 10%, and Nvidia’s market value increased by US$1 trillion. Federal Reserve data: The wealth of the richest 1% in the United States reaches a record $44.6 trillion.
3. The extremist organization "Islamic State" threatens the United States, Europe and Israel. Zelensky: The Russian army is preparing to launch a new offensive from May to June.
4. Amazon yesterday injected another US$2.75 billion into the artificial intelligence company Anthropic; Musk xAl launched the Grok-1.5 large language model: improved reasoning capabilities and can handle 128k context.

Currency news
1. Data: Spot Bitcoin ETF transaction volume data on March 28: IBIT 1.8 billion US dollars, GBTC 748 million US dollars, FBTC 657 million US dollars, ARKB
US$225 million, BITB US$123 million.
2. Options worth US$15 billion will be delivered on March 29. Bitcoin’s biggest pain point is US$50,000, and Ethereum’s biggest pain point is US$2,600.
3. SBF was sentenced to 25 years in prison, and SBF was ordered to confiscate more than 11 billion US dollars.
4. 1kx raised US$275 million through two funds; Web3 operating protocol dappOS raised US$15.3 million at a valuation of US$300 million;
5. The Meme project Bobaoppa launched by Huang Licheng has raised more than 200,000 SOL.
6. Bitwise submitted a spot Ethereum ETF application to the U.S. SEC and released a spot Ethereum ETF correlation analysis: very similar to the U.S. SEC’s analysis results in the spot Bitcoin ETF approval order.
7. Google now allows searching for Bitcoin, Fantom, Arbitrum and other wallet addresses
8. Bitcoin miner Cleanspark plans to sell up to $800 million in shares, and its stock price fell 10%

Greed and Fear Index: 79 (moderate greed)
Jiushen Index (Ahr999): 1.68 (high selling range)

2024-03-28, Thursday, daily news (selected)
March 28 - News investment research
Daily market share/market policy dynamic analysis
On-chain abnormality monitoring
policy information
1. The next interest rate decision of the Federal Reserve: the probability of cutting interest rates is only 9.2% (2:00 a.m. on May 2, 2024)
2. The Hague International Legal Institution launches digital asset tokenization plan
3. The UK is regulating memes about cryptocurrencies and other investments
4. London Stock Exchange: The first batch of crypto ETNs will be officially listed for trading on May 28

Macro content
1. Thursday: At 20:30 tonight, the number of initial jobless claims in the United States for the week to March 23, the final value of the annualized quarterly rate of real GDP in the fourth quarter of the United States, and the final value of the annualized quarterly rate of the core PCE price index.
2. Fed Governor Waller: It will take several months of better inflation data before an interest rate cut can be made. The stickiness of inflation indicates that there is no need to rush to cut interest rates. The current interest rate may be maintained for longer than expected, and the number of interest rate cuts may be reduced this year.
3. Russia used large-caliber missiles to attack Kharkiv for the first time since 2022. The commander of the Ukrainian Air Force said that Russia launched 13 drones, 10 of which were shot down.
4. People familiar with the matter deny that Apple and Baidu have reached an AI cooperation. Apple will hold a global developers conference on June 10, at which time it may announce its artificial intelligence strategy.
Currency news
1. Data: GBTC had an outflow of US$300 million yesterday, ARKB had a net inflow of US$201.8 million, and BlackRock's IBIT had a net inflow of US$324 million yesterday.
2. Ethereum blobs are used to create inscriptions, and 2,437 blob inscriptions were created on March 27.
3. Data: The total amount of U.S. Treasury bonds tokenized on the public blockchain reaches $1 billion
4. NFT card game Parallel completed US$35 million in financing, with Solana Ventures and others participating in the investment
5. BlackRock CEO: Even if the U.S. SEC defines cryptocurrencies as securities, it is still possible to launch an Ethereum ETF. However, crypto market maker GSR lowered the probability of Ethereum spot ETF approval to 20% in May.
6. The total locked volume (TVL) on the Base chain has reached 2.89 billion US dollars, with an increase of 73.37% in the past seven days, surpassing Blast to become the third largest L2 network in TVL.
7. Fidelity files Form S-1 for proposed spot Ethereum ETF
8. Source: SingularityNET, Fetch.ai and Ocean Protocol tokens merged into ASI

Greed and fear index: 80 (moderate greed)
Jiushen Index (Ahr999): 1.62 (high selling range)

2024-03-27, Wednesday, daily news (selected)
March 27 - News investment research
Daily market share/market policy dynamic analysis
On-chain abnormality monitoring
policy information
1. The Federal Reserve’s next interest rate decision: the probability of an interest rate cut is nearly 10.5% (2:00 a.m. on May 2, 2024)
2. U.S. lawmakers wrote to the SEC chairman requesting clarification on whether Ethereum is a security
3. South African regulator issues first cryptocurrency license
4. London Stock Exchange: The first batch of crypto ETNs will be officially listed for trading on May 28
Macro content
1. A large ship collided with a bridge in Baltimore, USA, causing it to collapse. US coal exports to India may be suspended for 6 weeks. The White House denied that it was a terrorist attack.
2. U.S. economic data - house price growth accelerated in January; durable goods orders increased for the first time in three months in February; consumer confidence in March was lower than expected. Sources: OPEC+ unlikely to change output policy before June meeting.
3. Israel believes that this round of negotiations on the Gaza ceasefire agreement has reached a "dead end" and recalled the Doha negotiators.
4. Apple will hold its Global Developers Conference on June 10, at which time it may announce its artificial intelligence strategy. Microsoft appoints new head of AI, triggering executive reshuffle
Parakhin no longer serves as head of Bing.
Currency news
1. Data: On March 26, spot BTC ETF had a net inflow of US$418 million, of which GBTC had a net outflow of US$212 million, BlackRock IBIT had a net inflow of US$162 million, and Fidelity FBTC had a net inflow of US$279.1 million.
2. Vitalik published an article "Supporting decentralized staking through more anti-correlated incentives", and the total locked-up volume of the Ethereum Layer 2 network exceeded 40 billion US dollars.
3. KuCoin lost $1.197 billion worth of cryptocurrency due to news that the U.S. government had charged KuCoin with criminal charges.
4. Coinbase includes SHDW and NEON in its currency listing roadmap
5. Munchables announced that it had been attacked (17,400 ETH stolen, approximately $62.3 million), and it was reported that the core developer was a lurking North Korean hacker.
6. Tidal and Hashdex announced that spot Bitcoin ETF trading can be carried out after the fund conversion is completed.
7. The U.S. CFTC reiterated that digital currencies such as ETH are commodities in its lawsuit against Kucoin.
8. Web3 infrastructure company 0G Labs raises $35 million in pre-seed financing. Crypto game development company Gunzilla Games has completed US$30 million in financing.

Greed and Fear Index: 83 (moderate greed)
Jiushen Index (Ahr999): 1.66 (high selling range)

2024-03-26, Tuesday, daily news (selected)
policy information
1. The probability of the Fed cutting interest rates at the next interest rate decision: 90.4% (2:00 a.m. on May 2, 2024)
2. Hong Kong Financial Secretary Hui Ching-yu: We will ensure that cryptocurrencies grow in a sustainable manner and will continue to strengthen ties with the mainland.
3. The London Stock Exchange announced that it will accept listing applications for Bitcoin and Ethereum ETNs starting from April 8.
4. Thailand will finalize details of digital wallet plan on April 10
Macro content
1. Tomado Cash developer Alexey Pertsev will go on trial in the Netherlands on Tuesday;
2. Fed-Bostic reiterated that he expects only one interest rate cut this year; Goolsby: Three interest rate cuts this year are in line with my idea; Cook: Housing inflation will continue to decline, and caution is needed in cutting interest rates.
3. The United States abstained, and the United Nations Security Council passed a resolution clearly calling for an immediate ceasefire in Gaza; Israel suspended its visit to the United States.
4. Google, Intel and Qualcomm plan to develop AI software through the foundation to compete with Nvidia.

Currency news
1. Data: This Friday will be the largest options delivery in history. BTC options with a nominal value of US$9.45 billion (maximum pain point of US$50,000) and ETH options with a nominal value of US$5.68 billion (maximum pain point of US$2,600) will be delivered on Friday. Delivery
2. Last week, Lido TVL fell by 5.38% to US$33.9 billion. Abraxas Capital Mgmt withdrew the pledged 4,000 ETH from Lido and deposited all of them into Binance. 150,000 ETH transferred from unknown wallet to Coinbase
3. Yesterday, the Bitcoin spot ETF saw a net inflow of US$15.4 million for the first time since its net outflow last week. Grayscale GBTC had an outflow of $350 million, BlackRock IBIT had an inflow of $35.5 million, and Fidelity FBTC inflow surged to $262 million.
4. The estimated loss ratio of FTX claims (the percentage of claim value to face value) has risen to between 93% (Bid) and 97% (Ask).
5. Nilam Resources plans to acquire 24,800 Bitcoins through a special entity MindWave
6. Goldman Sachs Asia Pacific Head of Digital Assets: Goldman Sachs is also actively promoting asset tokenization and investing in blockchain infrastructure companies.
7. Gala Games: Updates to the GALA ecological blueprint and MUSIC white paper are expected to be released this week.
8. Coinbase report: The recent selling pressure on GBTC may stem from Genesis’ liquidation of bankrupt assets, and subsequent selling pressure may gradually decrease.

Greed and Fear Index: 81 (moderate greed)
Jiushen Index (Ahr999): 1.66 (sell high

2024-03-25, Monday, daily news (selected)
policy information
1. The probability of the Fed cutting interest rates at the next interest rate decision: 87.7% (at 2 a.m. on May 2, 2024)
2. US presidential candidate Kennedy: Cryptocurrency is the best tool to fight inflation
3. Morocco plans to boost capital markets and regulate cryptocurrencies
4. EU bans the use of unidentified self-hosted crypto wallets for crypto payments
Macro content
1. Big news this week: The US SEC v. Do Kwon trial date will be announced on Monday; Tomado Cash developer Alexey Pertsev will be tried in the Netherlands on Tuesday; and the US federal judge will sentence FTX founder SBF on Thursday. The revised value of U.S. GDP was released, the number of initial jobless claims in the U.S.; and the annual rate of the U.S. core PCE price index in February on Friday.
2. Moscow Concert Hall terrorist attack - 137 people were killed; the recruiter once promised to pay 1 million rubles (approximately 80,000 yuan) to the terrorist suspects.
3. The media said that the ceasefire agreement negotiations in the Gaza Strip have reached a deadlock. Ukraine's Kiev and Lviv regions were hit by Russian air strikes, and Ukraine's energy infrastructure was damaged in the missile attacks.
4. Wall Street Journal: Apple is negotiating with Baidu over artificial intelligence technology in its devices in China. Nvidia has begun to develop enterprise-level large models, and the trend may be on the way.
Currency news
1. Last Friday, more than 25,000 BTC (valued at more than 1.6 billion US dollars) were transferred to the accumulation address, setting a record so far in 2024, and the market's massive currency accumulation behavior reappeared.
2. As of March 22, BlackRock’s Bitcoin ETF held 238,500 Bitcoins on its books, and Grayscale GBTC held approximately 350,252 BTC. According to previous trends, it is expected that by April 11, BlackRock’s Bitcoin Total holdings may exceed Grayscale.
3. Unlocking data this week: OP (approximately 84.32 million US dollars), PRIME (approximately 37.53 million US dollars), YGG (approximately 16.89 million US dollars) will receive large amounts of unlocks
4. The total locked value (TVL) of the TON ecosystem exceeded US$81 million, and the TVL of the Base network exceeded US$2 billion, both reaching record highs.
5. Ether.fi: 50 million tokens will be airdropped in the second quarter, accounting for 5% of the supply.
6. Google has displayed the Ethereum Domain Name Service wallet balance in search results.
7. The U.S. SEC once again postponed its decision on the Grayscale Ethereum Futures ETF
8. The BNB Chain team will completely deactivate BNB Beacon Chain (BEP2) in June and recommends that all BEP2 projects migrate to BEP20 as soon as possible.
Greed and Fear Index: 75 (moderate greed)

2024-03-22, Friday, daily news (selected)
March 22 - News investment research
Daily market share/market policy dynamic analysis
On-chain abnormality monitoring
policy information
1. The probability that the Federal Reserve will keep interest rates unchanged in May is 88.3% (interest rate announcement time: 2 a.m. on May 2)
2. A new bill in Estonia will bring it into compliance with EU MiCA regulations
3. The U.S. Department of Justice sued Apple for violating antitrust laws and restricting third-party digital wallets, etc.
4. US congressman: Congress may pass a stable currency bill this year

Macro content
1. The U.S. 2/10-year Treasury bond yield has been inverted for the longest time on record. The U.S. 2-year and 10-year Treasury yield curves have been inverted since early July 2022.
2. The Swiss National Bank unexpectedly lowered its benchmark interest rate from 1.75% to 1.5%, marking the first interest rate cut in developed countries. Market expectations remain unchanged.
3. According to the Kiev Independent: In the early morning of March 21, Russia launched a large-scale missile attack on Kiev. Ukrainian Air Force Commander: The air defense system shot down 31 Russian missiles targeting Kiev.
4. Musk said that the next product of his brain-computer interface company will be "Blindsight", and the implant is being tested on monkeys.
Currency news
1. Bitcoin spot ETF data: Grayscale GBTC selling pressure decreased. GBTC outflowed US$359 million yesterday, and BlackRock IBIT inflowed US$233 million yesterday. Net outflows yesterday were only US$94 million.
2. The total market value of stablecoins exceeded US$150 billion, of which the total market value of USDT reached US$104,199,939,481 billion, an increase of 6.5% in the past week.
3. The holdings of ARK 21Shares spot Bitcoin ETF ARKB exceeded 40,000 BTC (worth approximately US$2.63 billion)
4. Web3 privacy system Espresso completed a $28 million Series B financing led by al6z
5. The founder of SLERF, a popular MEME project on the SOL chain: will begin to send the first batch of refunds to users affected by pre-sales, and will issue soul-bound NFTs to affected pre-sellers and refund contributors
6. The U.S. government’s total claims against FTX are expected to be between US$3 billion and US$5 billion.
7. AirDAO: 35.2 million AMB and 125.51 ETH were stolen from the AMB/ETH Uniswap pool
8. Meitu Financial Report: Investment in Bitcoin and Ethereum will result in losses of 170 million yuan and 94.8 million yuan respectively in 2023

Greed and Fear Index: 75 (moderate greed)
Jiushen Index (Ahr999): 1.49 (high selling range)