#美国经济指标 Noticing the significant divergence within the Fed regarding the issue of interest rate cuts in December, one can't help but ponder the impact this may have on the market. From the perspective of capital flow, such uncertainty may lead institutional investors to be more cautious in the short term, potentially causing a slowdown in capital inflows. On the other hand, the trade-off between inflation and employment data is also worth noting, as it may influence future policy direction. It is advisable to closely monitor the release of official economic data, especially inflation and

#美国政府停摆 The impact of the U.S. government shutdown on the financial markets may be more profound than expected. Analysis shows that once the government reopens, the backlog of macro data is likely to reveal that inflation remains stubborn and the labor market is weak. The combination of these two factors could force the Fed to take action to cut interest rates in December. Although the Fed has maintained a cautious stance, the pressure from the data may compel it to change its position. It is advisable to closely follow the economic data releases in the coming weeks, particularly inflation an

#SEC加密货币监管 Follow the news that the U.S. government shutdown is about to end. This may have a positive impact on the crypto market, especially the approval process for various altcoin ETFs. The SEC may accelerate the processing of backlogged ETF applications after the government reopens. According to on-chain data, funds have recently begun to position themselves in advance, anticipating a new wave of institutional funds getting on board. It is recommended to closely monitor the SEC's approval progress and the flow of large funds to prepare for potential market opportunities. At the same

#美联储利率政策 Follow the Fed's interest rate policy trends has become the focus of my recent research. Latest news shows that Hasset has expressed willingness to take charge of the Fed and push for larger rate cuts, while Milan has also called for a 50 basis point cut in December. These signals indicate that the Fed may accelerate easing, which is worth close attention.
By analyzing on-chain data, I noticed that some large funds have started to flow into the cryptocurrency market. If the Fed really lowers interest rates significantly, it may further drive the transfer of funds from traditional

#美国政府停摆 The government shutdown caused a loss of $1.5 trillion, a truly shocking figure. From on-chain data, there was also some fluctuation in the crypto market during the shutdown period. It was observed that some Large Investors increased their stablecoin Holdings during this time, possibly as a defensive response to macroeconomic uncertainty. In the coming weeks, it will be important to closely follow the flow of funds and contract data to assess the long-term impact of the shutdown on the crypto market. If policy uncertainty continues, we may see more risk-averse funds flowing into crypt

#美联储利率政策 The statements from Fed officials are worth following. According to on-chain data observations, liquidity in the recent crypto market has tightened. If the Fed truly delays the interest rate cut, it may further affect the funding situation of risk assets. It is recommended to closely track the movements of large on-chain funds and changes in DeFi lending interest rates to prepare for potential market fluctuations. At the same time, attention should also be paid to the trends in inflation data, as it will be a key factor influencing Fed policy.

#加密资产监管框架 The launch of JPM Coin marks the official entry of traditional finance giants into the field of crypto payments. This deposit Token operates on the Base blockchain, providing institutional clients with on-chain payment solutions that are available 24/7 and settle in seconds. Unlike regular stablecoins, JPM Coin is directly tied to JPMorgan's USD deposits, adhering to the accounting and Compliance rules of the banking system. This model retains the regulatory Compliance advantages of traditional banks while fully leveraging Blockchain technology to enhance payment efficiency. It

#美联储货币政策 The latest remarks from senior officials of the Fed have caught my attention. From the data, the current policy stance is closer to neutral rather than tightening, which is different from market expectations. Notably, the room for further easing of policies seems to be limited. This may imply that the magnitude of policy adjustments by the Fed will be relatively narrow in the near future.
From on-chain data, this policy stance may affect the flow of funds into crypto assets. I will closely follow the fund movements of large addresses, particularly the inflow and outflow of stablecoin

#加密货币市场分析 After carefully analyzing today's Crypto Assets market trends, I found several points worth following. BTC is currently in a weak consolidation phase, with 105,000 being a key resistance level, making it difficult to break through in the short term. ETH is performing relatively well, having risen above 3480, and is expected to push towards 3750. It is noteworthy that ZEC is showing a typical "dead cat bounce" pattern, with each rebound being a good opportunity for shorting. My strategy is to short around 550, with a target price of 330. Additionally, GIGGLE and ASTER also presen

#加密货币监管动向 Singapore's move shows a positive attitude towards the tokenization market. The plan to launch a pilot program for tokenized Central Bank notes, while formulating stablecoin regulations, indicates that regulators are paving the way for the mainstreaming of encryption assets. The focus on the reserve assets and redemption mechanisms of stablecoins signifies an emphasis on risk management. This forward-looking regulation may attract more institutions into the encryption field, promoting industry development. It is necessary to continuously track the specific policy details from Si

#美国经济形势 The U.S. government shutdown has finally ended, which is favourable information for both the economy and the market. According to on-chain data, the inflow of stablecoins has increased in the past few days, possibly reflecting investors' confidence in the U.S. economic outlook. However, we still need to closely monitor subsequent fiscal policies and economic data to assess the actual impact of this shutdown on the long-term economic trend. It is recommended to continue tracking the fund flows of large institutions, as that may provide clearer signals of market sentiment.

#美联储货币政策 analyzed the latest developments of the Bank of England and found an interesting phenomenon: despite the unemployment rate hitting a record high, Central Bank committee member Green still supports keeping the interest rate unchanged. This contrasts sharply with market expectations, where the market is currently pricing in over an 80% probability of a rate cut in December. Green's attitude seems to convey a signal: the Central Bank still has concerns about inflationary pressures. This reminds me of the Fed's policy direction, which may have similarities. It is necessary to clo

#美联储货币政策 After analyzing the latest trends in the Fed's monetary policy, I believe there is a high probability of a 25 basis point rate cut in December. A Reuters survey shows that 80% of economists hold this view, which is consistent with market expectations. Although the Milan Council proposed a 50 basis point rate cut, considering the ongoing inflationary pressures, a 25 basis point cut is more prudent. Close attention needs to be paid to future employment and inflation data to determine the pace of rate cuts. For the crypto market, the Fed's shift to an accommodative policy will b

#美国政府停摆结束 The U.S. House of Representatives voted to advance the government reopening bill, marking the end of a 43-day shutdown. According to the data, there were 213 votes in favor and 209 votes against, indicating that divisions between the two parties still exist. However, considering the White House's statement hoping to sign it soon, it is expected that the government's operations will return to normal in the short term. This could have a positive impact on market sentiment, but it is necessary to closely monitor the progress of subsequent budget negotiations. It is recommended

#代币经济学和流动性管理 A careful analysis of the tokenomics model recently announced by Monad reveals several highlights in its design. The initial total supply is 100 billion coins, with 49.4% unlocked on the first day of the Mainnet launch. Among this, 10.8% enters circulation through public sale and airdrop, while 38.5% is managed by the foundation for ecological development. This design balances liquidity and long-term development, making it noteworthy. However, 50.6% of the tokens held by investors, the team, and others are locked for at least one year, and the release pace needs further observati

#加密货币ETF发展 According to the latest news, Bitcoin broke through $107,000 but then fell back below $105,000, with the rebound momentum weakening. This may be related to large holders taking profits and weak market sentiment. It is noteworthy that despite the rise in the stock and credit markets after Washington ended the government shutdown, the Bitcoin ETF listed in the US stock market only attracted a net inflow of $1 million, reflecting low investor enthusiasm. From a technical perspective, Bitcoin is still hovering below the 200-day MA, which is around $110,000, and is a key resistance leve

#代币经济学设计 The SEC has launched a token classification plan, which is an important signal from the regulatory agency to the encryption industry. From the details of the classification, the SEC has taken a relatively lenient attitude towards network tokens, NFTs, and digital tools, which may bring some favourable information to the market. However, it is important to note that tokenized securities are still clearly defined as securities. This classification method helps clarify regulatory boundaries but may also trigger new controversies. It is important to follow up on the details of further im

#美国经济与货币政策 Observing the latest statements from Fed's Daly, it seems that the U.S. economy is facing a demand shock dilemma. Inflationary pressures are mainly concentrated in the goods sector and have not yet spread to the service industry. This phenomenon is worth following, as it may indicate a weakening of economic growth momentum. From on-chain data, the liquidity and volume of the dollar stablecoin have not shown any significant abnormalities recently. However, it is necessary to continuously monitor the flow of large funds, especially the allocation changes of institutional investor

#美国政府停摆 The U.S. Senate passed a bill to avoid a government shutdown, which has a certain uplifting effect on market sentiment. However, it is important to note that this is only a temporary measure, and a new agreement must be reached before the end of January. From on-chain data, current fund flows are relatively stable, with no signs of large-scale withdrawals. However, considering that political uncertainty still exists, it is advisable to closely follow the movements of large Wallets, especially those related to U.S. exchanges and institutional Addresses. At the same time, be wary of pot

#美联储降息政策 analyzed the news regarding the Fed's potential interest rate cuts and its possible impacts. Currently, the U.S. government funding extends until the end of January, postponing the shutdown crisis, but market reactions remain cautious. Weak employment data and declining sales expectations for small businesses may prompt the Fed to consider lowering interest rates. From on-chain data, Bitcoin prices have stabilized around $103,000, and may remain relatively stable in the short term. If the Fed does cut rates, it is expected to stimulate risk assets and the crypto assets market. It