Attending a crypto conference in Hong Kong — and somehow everyone is going all-in on AI instead…
1⃣ $BTC has once again fallen below $70k. Let’s see whether upcoming U.S. macro data can break this consolidation pattern.
Notably, major BTC whale accounts have significantly reduced long exposure — capital is clearly rotating out.
2️⃣ $ETH dropped toward $2,000.
Meanwhile, conviction capital is showing up.
“Machi Big Brother” continues high-frequency small-sized additions to his long position at 25× leverage, even as unrealized losses exceed 50%. That’s real conviction — or real stubbornness.
3️⃣ $SOL is still hovering around $83, largely tracking the broader market. Short term, little sign of independent momentum.
4⃣ The probability of the Fed holding rates unchanged in March stands at 80.4%.
President Trump reiterated that the U.S. should have “the lowest interest rates in the world.”
5️⃣ The European Union has proposed banning all crypto transactions with Russia to prevent sanctions evasion.
6️⃣ LayerZero introduced its Zero public chain solution, with participation from Citadel, ICE, and Cathie Wood.
Looks like Wall Street is stepping deeper into the arena.
7️⃣ Goldman Sachs disclosed $2.36B in crypto exposure, including BTC, ETH, XRP, and SOL.
8️⃣ Santiment: Despite BTC’s bounce attempts, market fear remains elevated — but historically, extreme fear often precedes a phase-based rebound. Worth monitoring.
9️⃣ CZ stated that AI agents may become primary users of crypto in the future, while the privacy sector still has room for development.
🔟 Coinbase will list RaveDAO (RAVE), DeepBook (DEEP), Walrus (WAL), and Superform (UP).
Short term, that should inject incremental liquidity into these tokens.
Macro pressure persists, capital is cautious, AI narratives are heating up —
but in markets, sentiment can flip faster than positioning.
Stay patient.
