Trump is once again controlling the narrative, stating that the U.S. military actions in Iran may "end soon," and the Strait of Hormuz is being reopened, leading to a plunge in oil prices.
Geopolitics is no longer just "noise" in the market, but a "dominant factor" determining market direction, completely reversing market sentiment.
The shift in macroeconomic paradigms has led us into a new cycle where "supply determines inflation, and inflation determines asset pricing."
The approach of solving crises through money printing (monetary policy) over the past few decades is becoming ineffective, and in the face of this hardcore "supply-side destruction," central banks are powerless.
1. Yesterday, Bitcoin spot ETF saw a net inflow of $167.1 million; Ethereum spot ETF had a net outflow of $51.26 million.
2. Today's CME 'Federal Reserve Watch' data: The probability of maintaining the interest rate unchanged in March is 97.3%.
3. Solana has partnered with Alibaba's Shanghai Hongqiao Alibaba Center to establish the Solana Shanghai Builder Station.
4. Nasdaq has announced a partnership with Kraken's parent company to advance the construction of stock tokenization infrastructure.
5. Starknet is developing the STRK20 framework, led by StarkWare, expected to launch later this year. This framework integrates privacy features directly into the token layer, defaulting to masking the transaction sender, receiver, token type, and transfer amount, while also meeting regulatory compliance requirements through a 'viewing key' mechanism.
6. Polymarket will launch S&P 500 binary options products, allowing users to bet on the direction of the index. Polymarket is collaborating with Palantir to develop a compliance monitoring platform for sports markets.
7. According to DeFiLlama data, the top 3 trading platforms by net inflow of funds in the past 7 days are Binance ($380 million), Bybit ($130 million), and Bitget ($107 million).
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