Headlines
▌Trump: BTC and ETH will also become the core of crypto reserves
Trump said on social media that it is clear that BTC and ETH as well as other valuable cryptocurrencies will also become the core of reserves, and I also like Bitcoin and Ethereum.
▌BTC breaks through $94,000
The market shows that BTC has broken through $94,000, currently trading at $94,024.04, with a 24-hour increase of 10.49%. The market fluctuates greatly, please do a good job of risk control.
Market
As of the time of writing, according to Coingecko data:
BTC's latest trading price is $94,237.78, with a daily change of +9.4%;
ETH's latest trading price is $2,513.67, with a daily change of +13.5%;
BNB's latest trading price is $622.45, with a daily change of +2.4%;
SOL's latest trading price is $177.37, with a daily change of +23.5%;
DOGE's latest trading price is $0.2386, with a daily change of +15.7%;
XRP's latest trading price is $2.93, with a daily change of +33.6%.
Policy
▌Crypto Czar David Sacks: President Trump is fulfilling his promise to make the US the global crypto capital
White House AI and Crypto Czar David Sacks posted on X that "President Trump has announced the establishment of a crypto currency strategic reserve consisting of Bitcoin and other top cryptocurrencies. This is consistent with his Executive Order 14178 issued a week ago. President Trump is fulfilling his promise to make the US the 'global crypto capital'. More details will be unveiled at the summit."
Blockchain Applications
▌Polygon CEO: RWA tokenization can transform real estate investment
Polygon CEO Mark Boiron said that the tokenization of real-world assets (RWA) can fundamentally transform the real estate investment industry, which is highly illiquid, full of intermediaries, and has high transaction costs. In an interview, Mark Boiron said that the tokenization of properties can eliminate unnecessary intermediaries, thereby reducing transaction costs.
Cryptocurrencies
▌CZ: The current market is dominated by "US crypto assets"
Binance founder CZ said that the current market is clearly dominated by "US crypto assets", and he acknowledged the progress they have made in driving the industry's development. He emphasized that the adoption of any cryptocurrency is a positive signal, and the industry as a whole benefits, and said that Binance will continue to build.
▌Michael Saylor: Bitcoin is the foundation of the crypto economy
According to a message on the X platform from Watcher.Guru, MicroStrategy founder Michael Saylor said that Bitcoin is the foundation of the crypto economy.
▌CryptoQuant CEO: The current Bitcoin rally is driven by whales on Coinbase
CryptoQuant founder and CEO Ki Young Ju posted on the X platform that the current Bitcoin rally is driven by whales on the crypto exchange Coinbase. He supported his comment with a chart of the Bitcoin Coinbase Premium Index, which tracks the price difference between BTC prices on Coinbase and Binance.
▌XRP market cap surpasses USDT, becoming the third largest cryptocurrency globally
The XRP market cap has surpassed USDT, making it the third largest cryptocurrency globally, with a total market cap of nearly $170 billion. Previously, it was selected as one of the five targets for Trump's crypto currency reserve.
▌Galaxy executive calls for Holesky validators to come back online as soon as possible to prepare for coordinated mass slashing
Christine Kim, Vice President of Research at Galaxy Digital, posted on the X platform: "Latest weekend update on the status of the Ethereum Holesky testnet: Developers held a meeting on Friday to coordinate a mass slashing action and accelerate the exit of inactive validators. But it seems the number of active validators on the testnet is insufficient, and the developers lack confidence in pushing the plan forward. Therefore, they decided to give more time over the weekend for more active validators to join Holesky, and coordinate the mass slashing action by Monday at the latest. If you are running a Holesky validator and have not yet tried to bring it back online, please do so as soon as possible and delete your slashing protection database."
Additionally, "a vulnerability affecting the Geth and Nethermind clients was reported through the Pectra audit competition during the Holesky incident. Note that this vulnerability is unrelated to the deposit contract address misconfiguration vulnerability."
▌David Sacks: Crypto reserves may add more valuable cryptocurrencies
White House AI and Crypto Czar David Sacks said at the crypto summit that "there is more to come", implying that the crypto reserve may add more valuable cryptocurrencies.
▌River research: Less than 4% of the global population owns Bitcoin
According to a message released by Cointelegraph, according to the latest research by River, less than 4% of the global population owns Bitcoin.
Important Economic Dynamics
▌CITIC Securities: DeepSeek discloses cost and profit details, accelerating the landing of AI downstream applications
The CITIC Securities research report stated that DeepSeek has publicly disclosed its profit cost rate, with a theoretical cost rate as high as 545%, realizing a closed-loop of the model vendor's profit model. From the perspective of industry demand, there is still a lot of room for the cost to go down and the capability to go up in the model link, which is expected to drive the accelerated release of AI demand in downstream applications and further open up the upward space of the market. From the application scenarios, industries with strong initiative and rich scenarios such as government affairs, finance and medical care are expected to be the first to achieve commercial landing. Recommendations: a) OA+ERP; b) Vertical 2C companies; c) Education, medical and other scenarios that can increase new revenue; 2) Increased demand for model privatization, benefiting one-stop machines, hyper-convergence and B-end outsourcing companies, a) Recommending server, one-stop machine, hyper-convergence and other related targets; b) Financial, government, energy and other fields with more dependence on software customization; c) Computing power rental and IDC targets are also worth watching.
▌The probability of the Fed keeping rates unchanged in March is 93%
According to the CME "Fed Watch": The probability of the Fed keeping rates unchanged in March is 93%, and the probability of a 25 basis point rate cut is 7%. By May, the probability of keeping the current rate unchanged is 68%, the probability of a cumulative 25 basis point rate cut is 30.1%, and the probability of a cumulative 50 basis point rate cut is 1.9%. (Gold Ten)
Jinse Encyclopedia
DeFAI is the combination of the decentralized finance (DeFi) ecosystem and AI-driven analysis and automation. DeFAI is still in the early stage, mainly focusing on momentum trading similar to memecoins, so there is still a lot of room for rapid development. DeFAI represents a turning point for the Crypto asset industry.
Disclaimer: Jinse Finance, as a blockchain information platform, the articles published are for information reference only and are not actual investment advice. Please everyone establish the correct investment concept and improve risk awareness.
