News list for " point out"
QCP Capital released an analysis article noting that two days have passed since the Bybit hack, with around $1.40 billion in ETH stolen, but cryptocurrency prices and implied volatility have barely responded. The price action highlights the growing maturity of the cryptocurrency landscape since the FTX crash in 2022, especially in the cryptocurrency credit market. From custody and security solutions to corporate governance and transparency, all aspects of cryptocurrencies have been strengthened ...
According to CoinDesk, investment bank Bernstein released a research report that the US cryptocurrency working group will focus on promoting the establishment of a national bitcoin reserve. Analyst Gautam Chhugani's team believes that this move may trigger a scramble among global sovereigns to include bitcoin in reserve assets. The report explores the key issues facing the establishment of reserves: the first is the determination of the purchasing entity.
10X Research market analysis notes that U.S. stocks have erased all gains since Trump's election in November, despite initial expectations that the election would drive stronger growth and lower taxes. Expectations of a post-election rally in the cryptocurrency market quickly faded on December 6, after which trading volumes fell sharply and funding rates peaked on that date, indicating the significance of the day. Macroeconomic factors are driving the bitcoin and cryptocurrency markets...
Nick Timiraos, the Fed's megaphone, pointed to Fed meeting notes as further evidence that officials are broadly willing to keep rates on hold at their upcoming meeting at the end of the month. "Participants indicated that the committee is at or near the appropriate level to slow the pace of policy easing," the meeting notes said. Based on their current outlook for economic activity, officials believe the Fed is likely to continue cutting rates at a slower pace than in recent months.
According to CoinDesk, some analysts pointed out that XRP rose from $0.50 to $2.32 after the US election, which may make Ripple CEO Brad Garlinghouse a huge profit. According to CoinMarketCap, XRP has risen by 54.7% in the past 30 days, ranking third in market capitalization. "Cryptocurrency market capitalization has increased by more than $1 trillion since Trump won," Garlinghouse noted. Ripple donated $73 million during the election, while a16z invested $70 million, including the amount reserv...
Greeks.live macro researcher Adam wrote on the X platform that Europe and the United States have entered the Christmas holiday, and the traditional market is closed, but the crypto market driven by Bitcoin has risen significantly. Due to the poor liquidity during the holiday, the market needs less motivation to rise and fall. In terms of options, short-term implied volatility continues to decline, and market makers are moving positions towards the end. It is expected that volatility will be stab...
Capital advisor Jeff Walton has pointed out that the price of bitcoin needs to fall to $18,826 for MicroStrategy's asset value to be lower than its liabilities, which means that MicroStrategy, a business intelligence company, can survive an 80% plunge in the price of BTC. Although MicroStrategy's bitcoin exposure is higher than ever, and the company is constantly buying more bitcoins, the analysis shows that even a long-term price correction would not pose a significant problem for MicroStrategy...
On December 3rd, 10x Research pointed out in its market analysis that there has been a significant shift in trading activity since Trump's election. With seven weeks to go before his inauguration, early appointments already herald a crypto-friendly shift in the US government. This trend is expected to continue and could expand trading opportunities. Other governments, particularly the South Korean government, have also expressed interest in crypto...
Glassnode analysis pointed out that the current long-term holders realized profits of up to $2.02 billion per day, setting a new all-time high, exceeding the record in March. The market needs a strong demand side to fully absorb this excess supply, which may require a re-accumulation phase to fully digest. Interestingly, since the supply of long-term holders peaked in September, this group has distributed around 507,000 bitcoins, albeit a sizeable amount.
The latest analysis from QCP Capital pointed out that after the PCE price index met expectations, BTC returned to the $95,000 mark. ETH performed strongly, rising 11.65% yesterday, reaching a high of $3,688. The ETH/BTC ratio is currently at 0.03760, up 17.8% from last week, and the next key resistance is at 0.0400. At the same time, the share of BTC market capitalization fell back from a high of 61.50%. ETH spot ETF continued to record strong net inflows, flowing into $90.10 million yesterday, ...
According to Greeks.live macro researcher Adam published an analysis that BTC has been adjusted below the 100,000 dollar for many consecutive days, and ETH has broken through the key point of $3,500, which has gradually shifted the market attention from BTC to ETH, and the rise of ETH has also led to the overall recovery of counterfeit products. From the option data, this week's BTC short-term option IV rose and fell significantly, while ETH has been maintained at a high level of more than 80%, ...
Fed meeting notes: Staff noted that lowering the overnight reverse repo rate by five basis points would bring it in line with the bottom of the target range for the federal funds rate and could put some downward pressure on other money market rates.
On November 18, He Lifeng, a member of the Political Bureau of the CPC Central Committee and Vice Premier of the State Council, investigated the development of foreign trade container terminals in Guangdong on November 17. He Lifeng stressed that it is necessary to conscientiously implement the spirit of the meeting of the Political Bureau of the Central Committee on September 26, strengthen the construction of port logistics hubs and comprehensive service capabilities, accelerate digital and in...
The Steno Research report notes that MicroStrategy's bitcoin holdings are trading at a premium of nearly 300 percent, but it is difficult to sustain. Analyst Mads Eberhardt said that MicroStrategy's recent stock split effect is waning, while the launch of U.S. spot bitcoin ETF options will reduce investor demand for the company's shares. Additionally, the report mentions that the company's premiums have mostly stayed below 200 percent during the crypto bull market of 2021. As regulatory environm...
ZachXBT, a detective on the chain, pointed out in a post that the Solana ecological Meme project SHAR is involved in cabal and KOL trading, and according to a leak from the promotion platform, the project claims to have 50 "first-level" KOLs.
