橙子的禁言群

橙子的禁言群

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橙子的禁言群

Encrypted Breakfast | April 2nd 1. All three major U.S. stock indexes closed higher, with the Dow Jones Industrial Average up 0.49%, the S&P 500 up 0.7%, and the Nasdaq Composite up 1.16%. 2. Trump: If we don't reach a deal, we will strike Iran's energy facilities. 3. Spot gold fell below $4,720 per ounce, down 0.78% on the day. New York gold futures retreated below $4,750 per ounce, down 1.31% on the day. 4. Trump: (In his speech just now) Regime change in Iran is not our goal, but the new regime will be more rational and less radical. 5. Solana DeFi perpetual platform Drift Protocol suffered a major attack, resulting in losses of approximately $200 million to $285 million. The platform suspended deposits and withdrawals and confirmed an "active attack," causing the DRIFT token to plummet. 6. Citadel-backed EDX Markets has applied for a U.S. trust license, which may lead to further expansion of its institutional custody services. 7. The Bitcoin ETF recorded its first monthly net inflow since October 2025, indicating institutional buying signals. 8. Monad: TVL surpassed $350 million, becoming one of the fastest growing Layer 1 servers recently. 9. Wormhole: Approximately 1.28 billion W tokens will be unlocked on April 3. Sui: Approximately 43 million tokens will be unlocked on April 1. 10. HyperEVM experienced a major system failure, with many users and monitoring tools detecting network anomalies and being unable to interact normally. 11. The U.S. Treasury Department officially implemented the GENIUS Act on stablecoins, which allows issuers with less than $10 billion in assets to choose state-level regulation. 12. SpaceX, owned by Elon Musk, has secretly filed for an IPO and is expected to go public in June. 13. OpenAI updated ChatGPT on March 31, adding CarPlay support, becoming the first major AI tool to launch a dedicated CarPlay application. 14. Zhipu releases GLM-5V-Turbo model. [Bitcoin Market Analysis] A barrage of analysis, but the rise and fall depend entirely on Trump. He just finished his speech, and the market turned down across the board. However, according to the speech, Trump is preparing for a complete withdrawal from the Bitcoin market. If there are any more blows, that will be the final round, followed by a complete victory. For the financial markets, this may be the last opportunity to buy at low prices. [Risk Warning] Digital assets are highly volatile and carry extremely high risks. Please participate with caution, never go all in, and never use leveraged loans.

橙子的禁言群

Encrypted Breakfast | March 31 1. U.S. stocks surged, with the Dow Jones Industrial Average rising 2.48%, the S&P 500 gaining 2.9%, and the Nasdaq Composite climbing 3.8%, all marking their largest single-day gains since May 12th of last year. Nvidia (NVDA.O) jumped over 5%, Pinduoduo (PDD.O) rose 3.8%, Intel (INTC.O) climbed 7%, and Tesla (TSLA.O) gained over 4%. 2. As the market hopes for a swift end to the Middle East conflict, spot gold continued its rebound, rising more than $150 during the day, and finally closed up 3.46% at $4,667.38 per ounce, but still recorded its worst monthly performance since October 2008; 3. Buffett: Stock market valuations are still not attractive; selling Apple was too early; currently has about $350 billion in cash and cash equivalents. 4. Iranian President: Iran is willing to end the war, but only if its demands are met, especially a guarantee that it will no longer be invaded. 5. Iranian Revolutionary Guard: Starting April 1, it will crack down on companies in the Middle East that are linked to US high-tech companies. 6. Trump stated that he will not give up pressuring Iran to open the Strait of Hormuz and will end the conflict with Iran within two to three weeks. Trump urged allies who want oil to go to Iran to get it themselves. 7. New Hampshire plans to issue its first state bond backed by BTC, with Moody's assigning it a Ba2 rating. 8. Google's quantum computing research shows that the number of qubits required to crack BTC/ETH elliptic curve signatures has been reduced by about 20 times. 9. FTX creditors officially begin distributing $2.2 billion in funds. Is liquidity arriving? 10. EdgeX (EDGE) launched spot and contract trading on Bybit, yet another project that has been exploited. 11. MetaPlanet completes $255 million funding round to increase its BTC holdings. 12. Bitfarms sold some of its BTC to fund AI infrastructure development. 13. Sui Network completed the unlocking of approximately 42.94 million SUI tokens today. 14. Yesterday, Anthropic's source code was leaked. Anthropic then initiated a DMCA to remove 8100 repositories, and the leaked version v2.1.88 was simultaneously withdrawn from npm. 15.OpenAI Completed a $122 billion financing round with a valuation of $852 billion, and opened the investment channel to retail investors for the first time. 16.OpenClaw Version update released, adding QQ Bot integration, improving user-friendliness for Asia-Pacific users. [Bitcoin Market Analysis] Trump said he would no longer concern himself with the Strait of Hormuz and that the war could end at any time. Then, the Iranian president made conciliatory remarks. The market performed strongly last night, especially the US stock market. Bitcoin found support at 65,000 and gradually rebounded, but the rebound was too weak to be worth mentioning. The monthly chart has barely ended the embarrassing six-month losing streak, and it is currently adjusting and accumulating strength, getting closer and closer to a strong rebound in the second half of the year. On the 4-hour chart, if the war doesn't escalate further, there's a high probability of a weak upward correction. Then, we'll see if it can hold above 72,000. If it does, the rebound will resume; if not, it will continue to correct and test the bottom support. [Risk Warning] Digital assets are highly volatile and carry extremely high risks. Please participate with caution, never go all in, and never use leveraged loans.

橙子的禁言群

Encrypted Breakfast | March 31 1. Trump's attempts to suppress oil prices with rhetoric failed, and his renewed threats to strike Iran's energy infrastructure sent international oil prices soaring. WTI crude oil rose 3.72% to $105.29 per barrel, closing above $100 per barrel for the first time since 2022; Brent crude oil ultimately closed up 1.51% at $107.99 per barrel. 2. The three major U.S. stock indexes closed mixed, with the Dow Jones Industrial Average up 0.11%, the S&P 500 down 0.39%, and the Nasdaq Composite down 0.73%. Nvidia (NVDA.O) fell 1%, SanDisk (SNDK.O) fell 7%, Micron Technology (MU.O) fell 9.8%, and Intel (INTC.O) fell more than 4%. 3. Powell's speech: ① Energy shocks are usually short-lived, and the standard response from central banks is to “patiently wait for them to subside on their own.” ②The policy is currently in a favorable position, and we can wait and observe how the current situation develops. ③ Private lending does not currently possess the conditions to evolve into a broader systemic event. ④ During Powell's speech, interest rate futures showed that the market withdrew its bets on a Fed rate hike this year, and as of this morning's press time, pricing in a rate cut of about 3 basis points by the end of the year. 4. The Iranian parliament approved a toll for passage through the Strait of Hormuz, payable in Iranian currency. The Iranian Foreign Ministry stated that the issue of withdrawing from the Treaty on the Non-Proliferation of Nuclear Weapons is currently under parliamentary review. 5. An oil refinery in Haifa, Israel, caught fire in the missile attack, and Trump said a response would be "coming soon." 6. Trump: We are in serious negotiations with Iran, and if the negotiations break down, we will destroy Iran's energy and power facilities and Kharg Island. 7. On April 1st, AN will launch USDT perpetual contracts for WTI crude oil, Brent crude oil, and natural gas (official/exchange). 8. Aave Labs launched Aave V4 and Aave Pro mainnet versions, adopting a "central + branch" architecture (official/project). 9. Aster updated its token economics, canceling monthly linear unlocking and switching to staking-only easing (official/project). 10. The New York Stock Exchange has officially approved the listing of the Morgan Stanley Spot Bitcoin ETF (MSBT) (official/regulatory). It will be custodied by Coinbase with an annual fee of 0.14%. 11. BitMine increased its holdings by 71,179 ETH last week, bringing its total holdings to approximately 4.732 million ETH, representing about 3.92% of the circulating supply. 12.OpenAI A Claude Code plugin has been open-sourced. Users can directly call Codex within Claude Code, use ChatGPT subscriptions to complete code reviews, or delegate tasks to Codex. 13. Alibaba's Qianwen announced the launch of the full-modal large model Qwen3.5-Omni. The Qwen3.5-Omni series includes three sizes of Instruct versions: Plus, Flash, and Light. It supports a 256k long context and the model supports more than 10 hours of audio input and more than 400 seconds of 720P (1FPS) audio and video input. 14.ClaudeCode The computer use feature has been enabled for max and pro users, allowing them to control their computers via the terminal. [Bitcoin Market Analysis] Trump has shown signs of easing tensions regarding the Middle East war, but now he's in a difficult position. Even if the war ends, the Strait of Hormuz remains unreopened. If the war doesn't end, the previously mentioned 4 to 6 weeks will soon be up. However, given Trump's personality, the matter could end at any time, including the Strait of Hormuz. Right now, the election is the most important thing. Bitcoin found support around 66,000 and is currently around 67,000, so its future direction depends on Trump. Keep an eye on the Middle East wars. [Risk Warning] Digital assets are highly volatile and carry extremely high risks. Please participate with caution, never go all in, and never use leveraged loans.

橙子的禁言群

Encrypted Breakfast | March 28 1. The situation in the Middle East is escalating again, causing a sharp drop in US stocks. The Nasdaq fell 2.15%, the Dow Jones fell 1.73%, and the S&P 500 fell 1.67%. 2. Gold resumed its upward trend, rising 1.88%. Crude oil rebounded due to Iran's blockade of the Strait of Hormuz, returning to around 114. 3. Iran's Revolutionary Guard continues to send a strong signal, stating that it has launched strikes against Israeli bases, airports, and US-related logistical targets. Multiple key Iranian facilities were attacked, including steel mills, associated power plants, heavy water reactors, and yellowcake factories. 4. The United States continues its military operations against Iran, and assesses that the conflict could last another two to four weeks. The US has signaled that there are currently no plans for an emergency ground invasion. 5. Iran's Revolutionary Guard stated that the Strait of Hormuz has been closed and warned that vessels attempting to pass through will face severe measures. Some vessels have already turned back after receiving the warning. 6. Morgan Stanley has officially entered the Bitcoin ETF market, submitting an application for a fee rate as low as 14 basis points. 7. Fannie Mae will accept crypto assets as down payments/mortgages, with Coinbase involved in the partnership. 8. Stablecoin rewards and the CLARITY Act are deadlocked: the Senate draft excludes simple holding rewards, banks are under great pressure to lobby; the industry is calling for swift passage to avoid a regulatory vacuum. 9. The NYSE's parent company invests an additional $600 million in Polymarket, bringing its total exposure to over $1.6 billion. 10. OKX announced that it is not in a hurry to IPO in the United States, emphasizing that long-term shareholder value is the priority. 11. Trump strongly supports cryptocurrency: The United States will become a global Bitcoin superpower. 12. Zhipu officially announced the launch of GLM-5.1, which boasts significantly superior coding capabilities compared to its predecessor and is available to all users of the GLM Coding Plan. 13. Claude experienced 25 service outages in two weeks, with three product lines suffering major outages, and Opus 4.6 being the hardest hit. [Bitcoin Market Analysis] Bitcoin continued to fall and tested support due to the Middle East war. The macro environment is now difficult. The ongoing war is causing market concerns about rising inflation. Furthermore, the recent internal discussions within the Federal Reserve about raising interest rates have only made matters worse. The key to resolving the conflict lies in whether it can be resolved quickly and whether a consensus can be reached by April 6th. Otherwise, if the conflict escalates, the market will face further pressure. [Risk Warning] Digital assets are highly volatile and carry extremely high risks. Please participate with caution, never go all in, and never use leveraged loans.

橙子的禁言群

Encrypted Breakfast | March 27 1. U.S. stocks closed lower, with the S&P 500 and Nasdaq recording their biggest single-day drops since the start of the Iraq War on February 28. The Dow Jones Industrial Average fell 1%, the S&P 500 fell 1.7%, and the Nasdaq Composite fell 2.38%. Tesla (TSLA.O) fell more than 3%, and Nvidia fell 4%. 2. Despite the anticipated ceasefire, the conflict in the Middle East remains substantial, and the risk of oil supply disruptions has not been eliminated, keeping international oil prices high. Influenced by news from Trump, WTI crude oil initially plunged nearly $5 in after-hours trading in the US, but subsequently rebounded quickly, ultimately closing up 2.64% at $94.12 per barrel; Brent crude oil ultimately closed up 2.88% at $101.19 per barrel. 3. Türkiye sold 22 tons of gold in a single week, marking the largest weekly drop since 2018. 4. Trump: At the request of the Iranian government, the strike on Iranian energy facilities has been postponed by 10 days to April 6, and negotiations between the two sides are progressing very smoothly. Media quoted Iranian officials as saying, "No requests have been made regarding a potential U.S. attack." 5. A major US housing finance company has for the first time included crypto in its collateral. This accelerates the mainstreaming of RWA and benefits BTC/stablecoins as real-world assets. 6. Circle's stock price plummeted 20% due to the draft regulations on stablecoins, which restrict passive income and are interpreted by the market as a major negative factor. 7. Binance launched the AI Pro trading tool for public beta testing, officially integrating AI market analysis and automated execution. 8. SpaceX's IPO is expected to raise $40 billion to $80 billion. SpaceX is considering offering preferential treatment to investors from other companies under Musk's umbrella in the stock offering. Meanwhile, SpaceX's IPO is rewriting Wall Street practice: the retail allocation is planned to be three times the usual amount, and investor meetings will begin after Easter. 9. Anthropic is considering an IPO as early as October and has already begun preliminary discussions with several Wall Street banks regarding a potential listing. Anthropic could raise over $60 billion through the IPO. 10. Michael Saylor: The next phase for the crypto industry will be digital lending. Digital lending is the most attractive credit instrument in the world. If you can create a product with a Sharpe ratio of 4, it should be in every portfolio. 11. The White House has approved a proposal to include cryptocurrency in 401(k) retirement plans for review. 12. Xiaomi MiMo Limited-Time Free Access Extended: Free access to the Agent framework extended to April 2nd. 13. Hong Kong police announced progress in the JPEX fraud case: 80 people have been arrested and assets of approximately HK$228 million have been frozen. 14. Fannie Mae will accept crypto asset-backed loans for the first time. 15.OpenAI Launched a plugin marketplace, allowing direct installation and use of Codex and other plugins, and for the first time integrating with figma and gmail. [Bitcoin Market Analysis] Bitcoin failed to hold at 70,000, but it has shown strength despite the sharp drop in US stocks last night, and did not follow the US stock market's continued decline. Bitcoin is currently in a period of consolidation. A real rebound will only occur after the war ends, requiring not only an announcement from the US but also from Iran. Otherwise, it's unlikely that Trump's tacos will generate any significant market movement. Let's see if we can get back above 72,000 on the 4-hour chart this week. If we can, it means there is still a desire to rise in the short term. Otherwise, we will continue to be weak and volatile. [Risk Warning] Digital assets are highly volatile and carry extremely high risks. Please participate with caution, never go all in, and never use leveraged loans.

橙子的禁言群

Encrypted Breakfast | March 25 1. All three major U.S. stock indexes closed lower, with the Dow Jones Industrial Average down 0.18%, the S&P 500 down 0.37%, and the Nasdaq Composite down 0.8%. Dell (DELL.N) rose 7%, AMD (SMCI.O) rose 3%, and Circle (CRCL.N) plunged 20%. PS: ZachXBT: Circle has frozen the USDC balances of 16 corporate hot wallet addresses due to a civil case. 2. Spot gold stabilized and rebounded, ending a nine-day losing streak, and finally closed up 1.54% at $4,474.31 per ounce, but was still pressured by a stronger dollar and rising US Treasury yields; spot silver reversed its losses and closed up 2.8% at $71.05 per ounce. 3. Türkiye is considering using its $135 billion gold reserves to support the depreciating lira. 4. Trump: The US and Iran are negotiating, dealing with the right people. Iran wants a deal and has agreed to "never have nuclear weapons." Iran has offered a significant gift in the form of oil and gas. 5. The United States intends to implement a one-month ceasefire in order to discuss a 15-point agreement with Iran. 6. BlackRock is bullish on AI-driven crypto bull market: Robbie Mitchnick, head of digital assets at BlackRock, said that while clients are focused on BTC, ETH, and a few other tokens, AI will be the core theme in the next phase. 7. The future of crypto depends on big banks: CEO Robin Vince said that large banks will bridge digital assets with traditional finance, and trust and regulation are key to growth. 8. Robinhood approves $1.5 billion stock buyback: The board authorized the buyback program, and the CFO said it reflects confidence in innovative products. 9. Binance launches perpetual stock contracts for META, NVDA, and GOOGL: Starting March 26, contracts will be launched in batches, with a maximum leverage of 10x. 10. Balancer Labs plans to gradually shut down and restructure: affected by a $128 million vulnerability, it will shift towards streamlined operations. 11. Morgan Stanley plans to support internally tokenized shares by 2026: an internal trading venue will be launched. 12. Solana has partnered with Mastercard, Western Union, and Worldpay to launch an institutional-grade platform, creating an enterprise-level AI+payment development platform. 13. With a KOL shill and Bittensor subnet achieving the largest decentralized LLM pre-training in history, TAO continued to rise, breaking through $330. It is currently trading at $337.84, with a 24-hour increase of 13.6% and a nearly one-month increase of 94.9%. 14. OpenAI's latest funding round has surpassed $120 billion, with an additional $10 billion to be raised next week. 15. Claude Code introduces auto mode: AI automatically assesses the safety of operations, eliminating the need for approval requests for each operation. 16. Bernstein: Bitcoin has likely bottomed out; maintains bullish outlook for the year with a target price of $150,000. 17. The U.S. Department of Justice admitted that the investigation into Powell lacked evidence. [Bitcoin Market Analysis] The Middle East war has shown initial signs of easing, with Trump giving a month for negotiations. However, the Strait of Hormuz issue remains unresolved, so continued observation is needed. Bitcoin is hovering around 70,000. Once the situation becomes clearer, it will start afresh. Currently, it is more about accumulating strength. Once the Middle East wars end, Trump will be rallied for the midterm elections. From any perspective, this will be beneficial to the market because he has an obligation to please everyone who has a vote. [Risk Warning] Digital assets are highly volatile and carry extremely high risks. Please participate with caution, never go all in, and never use leveraged loans.

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