#比特币价格分析 observed that Bitcoin recently broke through the $90,000 mark, which is indeed a significant level. From on-chain data, every price pullback has seen steady buying inflows, indicating a certain degree of downside support. Technically, the daily chart is forming a "higher lows" pattern, and the RSI indicator is also recovering—both are potential bullish signals. However, it is important to be cautious, as reduced liquidity during Thanksgiving may lead to distorted price movements. The key is whether Bitcoin can stably hold above $90,000 and break through the $92,000 sell wall. It is r

#比特币现货ETF Regarding JPMorgan's structured note linked to IBIT, I think the design is quite ingenious. It precisely matches the expected four-year halving cycle of Bitcoin, offering investors a relatively safe long-term investment option. The guaranteed 16% yield and potential return of over 1.5x are indeed attractive. However, it is important to note that such products also carry certain risks, especially the possibility of losing most or even all principal under extreme market conditions. From on-chain data, there are not yet any obvious capital flows related to this. I will continue to moni

#比特币价格趋势 According to the latest data analysis, the probability of Bitcoin falling below $80,000 in November on Polymarket has dropped to 10%, a significant decrease from 13% the previous day. Meanwhile, the probability of it falling below $75,000 has also decreased from 4% to 2%. These figures indicate that the market's expectation of a sharp short-term decline in Bitcoin is weakening.
From this data, it can be inferred that investors' confidence in Bitcoin maintaining its current price level or higher is strengthening. However, we still need to closely monitor on-chain data and capital flow

#美联储货币政策 The US dollar has shown notable weakness recently and is on track for its largest weekly decline in four months. This development is worth close attention, as it may signal a shift in market expectations regarding Federal Reserve monetary policy. Combined with on-chain data analysis, we may see an intensifying trend of capital flowing from the US dollar into crypto assets in the future. Investors are advised to closely monitor institutional fund flows and whale address activity to prepare for potential structural changes in the market. At the same time, be cautious of policy uncertai

#美联储货币政策 It appears there are internal disagreements within the Federal Reserve regarding the direction of monetary policy. On one hand, some believe the economy requires significant rate cuts, arguing that current policies are dragging down economic growth. On the other hand, the latest Beige Book shows a mixed economic outlook, providing justification for different policy choices. Notably, the consumer market is showing a "K-shaped divergence," with high-end consumption remaining relatively stable while overall consumption is declining. This divergence could influence the future direction o

#Monad项目发展 Uniswap's support for the Monad mainnet is a noteworthy signal. This indicates that Monad is gradually gaining recognition from mainstream DeFi projects, which will help its ecosystem expand. However, support from a single DEX alone is not enough to determine Monad's long-term prospects. Next, it will be important to track key metrics such as TVL growth and changes in trading volume on Monad to assess its actual adoption. It's also crucial to closely monitor whether other leading DeFi projects will follow suit, as this will be key to whether Monad can truly gain traction. Overall,

#Monad项目发展 Analyzing the data from Monad's mainnet launch reveals several key points worth noting. First, over 50% of the total MON token supply is locked, which is favorable for short-term price stability. Second, the unlocking schedule extends until the end of 2029, and this long-term plan may help alleviate future selling pressure. Additionally, several mature projects were integrated at the mainnet launch, including mainstream wallets and DEXs, which is conducive to rapidly building the ecosystem. Lastly, the spot price on Coinbase is roughly equal to the public sale price, indicating tha

#加密货币交易平台发展 The scale and nature of this acquisition deal are indeed remarkable. The $10.3 billion all-stock transaction indicates that Naver has high expectations for the future development of Upbit and its parent company Dunamu. From the data, this will be one of the largest mergers and acquisitions in the South Korean tech industry.
It is noteworthy that this deal reflects the trend of traditional internet giants merging with cryptocurrency platforms. As the largest portal site in South Korea, Naver's move is obviously aimed at expanding its footprint in the fintech sector. For Upbit, leve

#稳定币市场动态 There are new developments in the stablecoin market. Tether will terminate EUR₮ redemption services today, marking the final stage of its gradual exit from the euro stablecoin market. On-chain data shows that the circulation and trading activity of EUR₮ have significantly declined recently. This decision may be influenced by regulatory pressures and also reflects Tether's adjustment of its global strategic layout. Going forward, attention should be paid to the capital flows of EUR₮ holders and the development of new projects such as EURQ. This may cause short-term volatility for the

#现货加密货币ETF This BNB spot ETF news is indeed worth paying attention to. VanEck's submission of the updated S-1 filing is an important development in the approval process, indicating that the SEC has begun substantive review. However, we still need to closely monitor subsequent developments, especially the SEC's feedback. Based on on-chain data, BNB's large address holdings and exchange liquidity are currently quite stable, so there may not be significant fluctuations in the short term. But if the ETF is approved, it could trigger an influx of institutional funds; at that time, pay close attent

#比特币价格预测 has observed an interesting phenomenon: the probability of Bitcoin dropping below $80,000 in November on Polymarket has fallen to 10%. This data reflects a significant shift in market sentiment. Considering the recent price movements of Bitcoin and on-chain data, I believe there is a high possibility that BTC will break through $80,000 in the short term. However, it is still important to closely monitor the fund flows of large holding addresses and changes in sentiment in the derivatives market, as these are key factors influencing price trends. Investors are advised to remain cautio

#美联储货币政策影响 According to the latest data, the probability of the Federal Reserve cutting interest rates by 25 basis points in December has risen to 82.7%. This sharp increase in expectations is noteworthy and may signal heightened market concerns about the economic outlook. JPMorgan has also revised its previous projection, now expecting one rate cut in both December and January next year.
From an on-chain data analysis perspective, this shift in expectations could impact capital flows into crypto assets. Bitcoin has briefly surpassed $89,000, demonstrating its sensitivity to changes in macroe

#比特币价格走势分析 has observed that Bitcoin's price has recently shown a V-shaped rebound, rapidly climbing from last Friday's low of $80,600 to $86,818, an increase of 7.7%. This movement echoes the overall recovery of the crypto market, with total market capitalization returning above $3 trillion.
From a technical perspective, Bitcoin's breakthrough of the $88,000 mark demonstrates strong upward momentum, but attention should still be paid to whether it can hold and further break out. It is recommended to closely track large capital flows and net inflow data on exchanges to assess the sustainabili

#美联储货币政策走向 Analysis of recent market data shows that the likelihood of a year-end rebound in US stocks is increasing. Although the S&P 500 and Nasdaq 100 have pulled back 4-7% from their October highs, they have found support at the 100-day moving average. The selling pressure from systematic funds has eased, and the possibility of a Fed rate cut in December has created favorable conditions for a rebound. Notably, the VIX futures curve has shown a rare spot premium, indicating that short-term uncertainty is higher than long-term. Overall, current market sentiment and positioning have been sig

#美国经济指标分析 Seeing the latest statements from Federal Reserve Governor Waller and San Francisco Fed President Daly, it does seem that the US economic situation is indeed not optimistic. Rising unemployment and a fragile job market both suggest that monetary policy may be overly tightened. From on-chain data, there are indeed signs recently of funds flowing out of risk assets.
However, I take a cautious view toward Waller’s opinions. He is considered a representative of the "rate cut faction" under Trump, so his remarks may be somewhat biased. In contrast, Daly's views are more noteworthy. She b

#美国加密货币ETF发展 Noticed that the Strategic Income Opportunities Fund under BlackRock increased its holdings of IBIT by about 14% during the quarter. This change is noteworthy and may reflect institutional optimism about the outlook of the Bitcoin ETF market. According to the data, the number of shares held increased from approximately 2.09 million to 2.39 million, which, based on the price at the time, amounts to about $155.8 million. Such an increase in holdings could have a positive impact on market sentiment. I will continue to monitor the position changes of other major institutional investo