#商业太空旅行发展# Seeing this news, I can't help but think about the development prospects of commercial space travel. Although it is currently limited to a few wealthy individuals, with technological advancements and cost reductions, it may become an emerging industry in the future. From the perspective of on-chain data, it is worth following the performance of related companies' tokens and the flow of funds. Space tourism may bring new investment opportunities, but there are also technological and safety risks. Continuous tracking of industry dynamics and analysis of on-chain indicators are needed

#美联储利率政策# I noticed that traders are increasing their bets on a rate cut by the Fed in September, and this trend is worth deeper analysis. The resignation of Federal Reserve Board member Quarles may create an opportunity for Trump to nominate someone who favors looser policies. From an on-chain perspective, this news has yet to trigger significant capital flows, but I will continue to follow the movements of Large Investors' wallets. Currently, I recommend paying attention to changes in the U.S. Treasury yield curve and the dollar index to assess the market's actual reaction to rate cut expect

#加密货币市场下跌因素分析# Analyzed the latest news, Trump’s newly announced tariff policy has indeed triggered market risk aversion, leading to a general fall in crypto asset prices. Although Bitcoin has relatively resisted the fall, it also once dropped to around $114,000. More noteworthy is that this wave of decline triggered a large-scale liquidation of long positions, further aggravating the price decline. From the perspective of capital flow, many investors are retreating from risk assets. On-chain data shows that the inflow volume to exchanges has increased, and it may continue to be under pressure

#以太坊投资趋势# I saw Eric Trump's comments about buying the dip on BTC and ETH, which has indeed attracted some attention. However, as rational investors, we should return to on-chain data analysis. Currently, the activity level of the Ethereum network, Gas fees, and other indicators have not shown significant reversal signals. The capital flow of large addresses has also not seen significant changes. Although celebrity comments may bring short-term volatility, the medium to long-term trend still needs to be judged in conjunction with more on-chain indicators. It is recommended to continue monitori

#比特币持仓动态# Tracked an interesting on-chain data. South Korea's KOSDAQ listed company Bitmax has just increased its holdings by 56 Bitcoins, with total open interest surpassing 500 coins, reaching 500.123 coins. This number makes Bitmax the company with the most BTC holdings among South Korean listed companies.
From the data, Bitmax has a very positive attitude towards Bitcoin. Not only is the open interest large, but it is also continuously increasing. This company mainly focuses on AR technology, and its strategy of using BTC as a financial reserve is very forward-looking.
This reflects that t

#美联储货币政策# Observing the latest on-chain data, it appears that Wall Street institutions are quietly increasing their Holdings in Ethereum. If this trend continues, it could drive the ETH price to rise. According to the forecast by the chairman of BitMine, ETH is expected to reach $15,000. At the same time, the potential shift in the Fed's monetary policy is also worth following; if interest rate cuts begin, Bitcoin could rise significantly. It is currently necessary to continuously track the flow of institutional funds and contract changes to verify the sustainability of this trend. It is recom

#稳定币监管# I just saw the safety warning issued by the Hong Kong Monetary Authority regarding stablecoins, and I feel it's necessary to analyze it. The Hong Kong "Stablecoin Regulation" has officially come into effect, and the regulatory system adopts the principle of "strict first, steady later," which is an important signal for market participants. It is worth noting that the Monetary Authority has not yet issued any licenses, and investors should be cautious of stablecoins or issuers claiming to be "regulated" or "licensed."
From on-chain data, this may impact the fund flows of certain stablec

#比特币持有者行为分析# A close examination of the data in the latest report shows that in July, Bitcoin miners' average daily income reached $57,400/EH/s, a 4% rise compared to June, setting a new high since the Halving. This figure is quite impressive, but we must remain calm. Compared to before the Halving, daily income and gross profit have still declined by 43% and 50%, respectively. This indicates that although miners' profitability has improved in the short term, overall profitability has not yet recovered to previous levels. I recommend closely following the data trends in the coming months, espe

#美联储利率决议# It has been observed that there are internal disagreements within the Fed regarding the timing of interest rate cuts. Governor Bowman supports gradual rate cuts, arguing that inflation risks are diminishing; while Governor Waller tends to favor a more neutral interest rate level. The latest US Non-farm Payrolls (NFP) data shows signs of weakness in the labor market, with significant downward revisions to job creation figures for May and June. These signals seem to provide justification for rate cuts. At the same time, Governor Kugler is set to resign, which may create an opportunity

#美国加密货币监管政策讨论# conducted an in-depth analysis of the news regarding the SEC's launch of the Project Crypto initiative. This move demonstrates that U.S. regulators are actively adapting to the development of the Crypto Assets market. By promoting the modernization of securities regulations and the on-chain transformation of financial markets, the SEC is attempting to strike a balance between maintaining market order and fostering innovation.
From the on-chain data, this policy signal may stimulate institutional capital inflow. I will closely monitor the movements of large wallet addresses, as w

#加密货币市场行情分析# Analyzing this news, I believe we need to be cautious. Although Trump's second son calls for buying the dip in BTC and ETH, personal opinions do not equate to market trends. The current crypto assets market is still in a volatile phase, and it is recommended to follow the following points:
1. Track the fund flow of large holder addresses to see if there are obvious signs of accumulation.
2. Observe the inflow and outflow data of the exchange to determine the short-term capital trends.
3. Closely follow the changes in Bitcoin mining difficulty and hash rate to assess miner confiden

#SEC加密货币监管政策# The SEC's new regulations have a profound impact on the altcoin market. By establishing ETP listing standards, it paves the way for a large number of encryption asset ETFs. Coinbase, as the main beneficiary, will significantly enhance its status as a derivation platform. It is noteworthy that the SEC has actually delegated some approval authority to the CFTC, which may accelerate the approval process. In terms of capital flow, a large amount of funds is expected to flow into eligible altcoins in the short term. However, investors still need to be cautious and closely monitor the

#美国经济指标和通胀压力# The latest data shows that the core PCE price index in the U.S. for June reached an annual rate of 2.8%, exceeding expectations and hitting a new high since February. This indicates that inflationary pressures are still persistent, which may affect the Fed's future policy choices. Coupled with weak employment data, market expectations for interest rate cuts have risen. I will closely follow this week's factory orders, PMI, and other indicators, especially the New York Fed's 1-year inflation expectations data, as these are important signals for assessing economic trends and policy

#香港稳定币监管# The new regulations for Hong Kong stablecoin supervision officially came into effect today, which is of great significance for the development of the Web3 industry. By analyzing the details of the regulations, it is evident that the regulatory authorities attach great importance to Compliance. Notably, the stablecoin business of offline encryption asset exchange stores may face new restrictions. From the perspective of capital flow, this policy is likely to drive more funds towards compliant platforms. It is recommended to closely follow the subsequent implementation details and the

#加密货币监管动态# has conducted a preliminary analysis of the new standards for crypto ETFs announced by the SEC. The main highlight is that coins traded on the Coinbase derivation platform for more than 6 months are expected to be approved for ETFs. This means that about a dozen mainstream tokens will have opportunities and may be concentrated in approvals between September and October. For small coins that have not yet launched futures, different product structures will need to be adopted to achieve ETF status. Overall, the release of this standard helps in the standardized development of the crypt

#MicroStrategy比特币投资# Another listed company has joined the Bitcoin investment camp. DevvStream has adopted a cryptocurrency treasury strategy similar to MicroStrategy, with initial purchases of BTC and SOL. This trend is worth following, as it may indicate that more traditional companies will begin to hold encryption assets. However, DevvStream's scale is much smaller than MicroStrategy, and its influence is limited. It will be necessary to continue tracking the scale and frequency of its purchases, as well as the impact on its stock price. The holdings of cryptocurrency assets by such compani

#美国加密资产监管政策# The recent series of encryption roundtable meetings held by the SEC seems to be aimed at better understanding industry needs and hearing different voices. It is particularly noteworthy that they invited small startup projects to participate, which shows that regulators are trying to adopt a more inclusive and open attitude. From a data perspective, obtaining a specific list of participating projects and their type distribution would help analyze the SEC's future policy tendencies. I will closely follow the outcomes of the meetings and subsequent policy developments to see if they

#香港稳定币监管# Analyzing the latest developments in Hong Kong's stablecoin regulation reveals several noteworthy signals: 1) The first round of license applications has opened, but the threshold for licensing is high, with the first license expected to be issued early next year; 2) Several dozen institutions, including tech giants and traditional banks, have expressed their intention to apply, indicating a high level of market interest; 3) The regulatory approach is "strict but steady," with zero tolerance for violations. Overall, Hong Kong is cautiously and orderly advancing stablecoin regulation,

#Binance Alpha积分空投# Observing that the Binance Alpha platform has recently frequently launched new coin Airdrop activities, this wave of operations seems to be paving the way for a large-scale launch in the future. It is worth noting that the point threshold for the current rounds of Airdrops has stabilized at 200 points, but there is a mechanism that automatically drops 15 points every hour. This design ensures the advantage of early participants while gradually attracting more users. From the perspective of capital flow, this may bring a wave of short-term Alpha point demand rise. However, c

#美国经济数据# Analyzing the latest US non-farm payroll data, there are clear signs of weakness in the labor market. The employment data for May and June has been significantly revised downward, with only 10,000 to 20,000 new jobs added, far below previous expectations. This slowing trend may open the window for the Fed to cut interest rates in September. It is noteworthy that a stable unemployment rate may mask actual weakness, as the decrease in job seekers coincides with a decline in job vacancies. In light of this, it is recommended to closely follow future changes in employment data and stateme