#美联储货币政策调整# Seeing these two pieces of news about the Fed chairman candidates supporting interest rate cuts, it feels like the possibility of a shift in the Fed's monetary policy is increasing. Both candidates have clearly expressed their support for interest rate cuts, and the extent is not small; David Zervos even advocates a 50 basis point cut. Behind this change in attitude, there is likely concern about the slowing economic rise.
However, I noticed that Summerlin mentioned an important limitation - the rise in long-term US Treasury yields may hinder interest rate cuts. This is worth notin

#美国通胀和降息预期# Latest data shows that inflationary pressures in the United States still exist, with July's PPI and service price index both exceeding expectations. This indicates that companies are adjusting pricing in response to tariff costs, which may have a lasting impact on future inflation. Although employment data is weak, it may be affected by immigration policies. Currently, market expectations for interest rate cuts have cooled, and the probability of a cut in September has decreased. I believe the Fed may remain cautious, continuing to monitor inflation trends and changes in the labor

#Binance Alpha积分空投# Just saw the latest news from Binance regarding the OVL Airdrop. The original plan was delayed due to technical reasons, but it has now resumed distribution. This temporary change has significantly affected participants' emotions, and close attention to subsequent feedback is needed. From the on-chain data, there may be fluctuations in the volume and holding addresses of OVL in the short term. It is recommended to pay attention to large transfers and track fund flows, as there may be some interesting discoveries. Also, keep an eye on the trends of other exchanges to see if

#加密货币市场趋势# Analyzing the data of the past decade, the rise of BTC and ETH is indeed striking. BTC has risen 490 times, while ETH has reached an astonishing 3500 times growth. These numbers reflect the huge potential and fluctuation of the crypto assets market. Compared to traditional assets such as gold and the S&P 500, the performance of crypto assets is undoubtedly superior.
However, we need to take a cautious view of this data. Past rises do not guarantee future performance. The high returns of the crypto market come with high risks, and investors should be fully aware of this.
From on-chai

#美国经济政策影响# The expectation for a rate cut by the Fed in September seems to be heating up. According to the latest information, several economists, including Fed chairman candidate Summers, support a 50 basis point rate cut in September. A Reuters survey also shows that 61% of respondents expect a 25 basis point cut in September.
These expectations reflect concerns about the current interest rate levels being too high and the slowdown in economic growth. However, I believe caution is still needed:
Firstly, inflation data remains key. If inflation continues to decline, it will indeed open up spa

#美联储利率政策# Inflation pressures are once again emerging, and the outlook for the Fed's interest rate cuts may change. The latest PPI data exceeded expectations with a pump, especially in the service sector where price increases reached a 16-month high, indicating that companies are adjusting prices in response to tariff impacts. Although the job market has cooled somewhat, it may just be a labor supply issue. Currently, the possibility of a rate cut in September has significantly decreased. As a strategic judgment, it is recommended to closely follow subsequent inflation data and the situation o

#美国经济状况# The PPI data for July in the U.S. shows that inflationary pressures are still ongoing, with a year-on-year increase of 3.3%, setting a new three-year high. This data far exceeds expectations, reflecting the impact of Trump's tariff policy on the economy is becoming apparent. It is noteworthy that the core PPI, excluding food, energy, and trade services, increased by 2.8% year-on-year, indicating that inflationary pressures have begun to spread to a broader range of areas.
From the data performance perspective, the significant rise in service costs is the main factor driving up the PPI

#美国通胀数据# The new highs in the US stock market are indeed eye-catching, but I am more focused on the driving factors behind them. The inflation data met expectations, which intensified the market's anticipation for a rate cut in September, a key factor driving the stock market pump. Both the S&P 500 and the Nasdaq reached historic highs, showing an optimistic market sentiment.
From on-chain data, has this optimistic sentiment already been reflected in the cryptocurrency market? I will closely follow the capital flow of major tokens and the activities of large addresses. If I see significant cap

#Alpha积分空投活动# I just saw that Binance announced the resumption of the Overlay Protocol's OVL Token Airdrop. This news is good for users participating in the Alpha Points activity. However, I advise everyone to remain calm and not blindly chase the price. First, observe the flow of funds and the movements of Whale accounts to see if there is a large influx of capital or if Large Investors are actively participating. At the same time, closely monitor the interactions with the OVL contract and analyze user behavior patterns. This on-chain data may provide us with some valuable investment signals.

#Binance Alpha积分空投# analyzed the recent news related to the Binance Alpha points Airdrop and found several interesting trends:
1. The airdrop threshold generally ranges from 200 to 240 points, indicating that the project team has certain requirements for user quality.
2. Most projects adopt a phased Airdrop mechanism, with a higher threshold in the first round, gradually lowering in subsequent rounds. This strategy can balance the returns for early participants with the participation of later users.
3. Some projects have set up mechanisms to dynamically lower thresholds, reducing by 15 points

#稳定币市场发展# Observing that Citigroup is exploring stablecoin-related services, this reflects the ongoing follow from Financial Institutions towards the Crypto Assets market. From a data analysis perspective, this may herald a new rise in the stablecoin market. Citigroup's entry is expected to bring more institutional-level users to stablecoins, enhancing market Liquidity.
However, it is necessary to closely follow the impact of this trend on the existing stablecoin landscape. It is recommended to track the specific implementation details of Citibank's stablecoin service and analyze its impact on

#美国通胀数据和经济指标# The issue of the Fed chair succession has sparked heated discussions. The viewpoints of two potential candidates are noteworthy: David Zervos supports significant rate cuts, while Bullard emphasizes maintaining low inflation and independence. This reflects the divergence in the current monetary policy direction. From on-chain data, there has not been a significant change in capital flows recently, suggesting that the market has not yet formed a consensus expectation. However, considering the important impact of Fed decisions on the crypto market, it is necessary to continuously t

#通胀数据及影响# The rebound in inflation data is indeed concerning. The July PPI and service price increases exceeded expectations, indicating that inflationary pressures persist. Companies are adjusting prices to cope with tariff costs, which may impact future inflation trends. Although the job market has shown some signs of slowing, the number of initial unemployment claims remains low, suggesting that the labor market is still robust.
Currently, the market's expectations for a rate cut in September have cooled, which is reasonable. It is necessary to closely monitor subsequent data, especially re

#美联储降息预期# It has been observed that traders are increasing their bets on the Federal Reserve's interest rate cuts this year. After the CPI announcement, expectations for rate cuts in September and December have significantly risen. The US dollar index has fallen in the short term, while spot gold has pumped, with market expectations for a loosening policy becoming apparent. Analyzing Bessenet's statements, a 25 basis point rate cut may just be the beginning. However, one needs to be cautious of overly optimistic sentiment, as the actual path of rate cuts may not be as aggressive as the market

#比特币价格走势# Recently, it has been noted that the Bitcoin price temperature indicator BPT remains at a medium-high level of 2.56, with no obvious overheating signs yet. This data is below the local peak of 3.57, indicating that the current cycle is in the "warm" range. The price stays above the four-year moving average and its +2σ, confirming the bullish trend. The main risk comes from regular pullbacks in the rising trend. It is worth noting that if BPT accelerates to above 3.0, a "terminal" signal may appear. The current assessment is that there is still upward space in the market, but close at

#以太坊价格走势# Analyzed the hedging strategy data of 0xSun, and the results are quite interesting. The combination of going long on ETH and shorting alts currently yields an overall profit margin of about 16%. Although this is lower than the 26% rise of ETH alone, the risk-reward ratio is more favorable. Especially when ETH pulled back to $3360, this strategy was still able to maintain profitability, showing strong downside protection.
From the perspective of capital flow, institutional funds seem to prefer ETH, which supports the relative strength of ETH. Unless there is a clear "altcoin season",

#Binance Alpha积分活动# Recently, the Binance Alpha platform has been very active, continuously launching multiple project Airdrop activities. An interesting phenomenon has been observed: Alpha points seem to have become a key indicator for participation eligibility. Taking World3, Overlay Protocol, and Reveel as examples, a minimum of 200+ points is required to qualify for claiming. This approach has its pros and cons: on one hand, it can filter out active users on the platform, but on the other hand, it may also lead to point speculation. However, the design of automatically reducing the point t

#美国通胀数据与货币政策# Analyzing the U.S. July PPI data, it was found that the annual rate reached 3.3%, far exceeding the expected 2.5%, marking a new high since February. The monthly rate of 0.9% is the largest increase since June of last year. These data indicate that inflationary pressures still exist, which may affect the Fed's future monetary policy direction. It is necessary to closely follow subsequent economic indicators and official statements to assess whether the interest rate hike cycle has ended. Investors are advised to pay attention to changes in the dollar index and government bond yie

#USDC发展动态# Analyzing Circle's Q2 financial report data, the Circulating Supply of USDC rose 90% year-on-year to 61.3 billion coins, showing that the market demand for stablecoins remains strong. However, the net loss of $482 million primarily stems from non-cash expenses related to the IPO, while the actual adjusted EBITDA increased 52% year-on-year to $126 million. This reflects that Circle's business is growing well, but the accounting treatment during the IPO process has affected short-term financial performance. Follow the subsequent growth trend of USDC and the continuous improvement of C