#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

#稳定币市场动态# Follow the Trump family as they promote the WLFI stablecoin project. This emerging stablecoin claims to collaborate with ALT5 Sigma, utilizing advanced fund management strategies. Although backed by political celebrities, it is still necessary to cautiously assess its actual technological strength and market acceptance. The competition in the stablecoin sector is fierce, and it is not easy for WLFI to stand out. It is advisable to closely monitor the flow of funds and usage after its launch to determine its true impact. At the same time, it is important to pay attention to regulatory

#BitMine发展动态# Followed this tweet from Hayes, which is quite interesting. Although it is a joke, it also reflects the rapid rise of BitMine recently, which is indeed noteworthy. In just five weeks, it has jumped from obscurity to becoming the third largest holder of crypto assets globally, with a scale of $4.98 billion, which is truly astonishing. The construction of the ETH reserve further demonstrates its ambition within the Ethereum ecosystem. However, from an on-chain data perspective, this trend of centralization is worth being vigilant about. In the future, it is necessary to closely mon

#OKB代币经济模型优化# Analyzed the latest optimization plan of the OKB Token economic model, the main changes include: a one-time destruction of 65.25 million OKB, upgrading smart contracts to remove the inflation and manual destruction functions, and fixing the total issuance at 21 million. These measures help improve the scarcity and value stability of OKB. Meanwhile, X Layer completed the PP upgrade, significantly enhancing performance and ecological construction. Overall, this is an important strategic upgrade that may have a positive impact on the long-term value and ecological development of OKB

#Overlay Protocol空投活动# I just saw the news that Binance Wallet will exclusively launch TGE on Cherry AI (AIBOT). This project seems to be positioned in the AI field and is worth following. The participation threshold is set at 224 Alpha points, requiring the consumption of 15 points. In terms of timing, the subscription will take place on August 14, 2025, from 4 to 6 PM, giving users ample preparation time.
However, it is important to note that an additional 30 million AIBOT will be used for future activities, which may affect the token supply and price. It is recommended to closely follow the

#比特币价格走势分析# Analysis of the latest data reveals that the Bitcoin price is approaching the key resistance level of $127,000. This level not only represents the average cost basis for short-term holders but also serves as the bull-bear dividing line. If it breaks through, the next important resistance level is around $144,000. Currently, close attention needs to be paid to the capital flow and on-chain activities of large holders to assess the likelihood of a breakout. Meanwhile, Ethereum also faces similar resistance at $4,700, and these two key positions will dominate recent market trends. Inv

#Circle财务状况和IPO计划# Follow the news that Circle and its shareholders plan to sell 10 million shares of stock. From the data, Circle itself is selling 2 million shares, while other shareholders, including the CEO, are selling 8 million shares, with a total value of approximately $1.63 billion. This large-scale reduction in holdings is noteworthy and may indicate internal disagreements about future development expectations. It is recommended to track Circle's financial condition and changes in market share, especially the circulating supply and usage of USDC. At the same time, it is necessary to

#Binance Alpha积分空投# I just saw the news that Binance announced a delay in the distribution of the OVL token Airdrop. This situation is not uncommon, usually due to technical issues or last-minute compliance considerations. For users who are already prepared to participate, patience is required, and they should closely follow official subsequent announcements. From an investment perspective, this may impact short-term market sentiment and token price movement. It is advisable to pay attention to on-chain data after the Airdrop opens, especially the behavior of large Addresses, to gauge the atti