魔方量化

U.S. President Trump will participate in an event aimed at TRUMP memecoin holders, despite previous statements from the White House indicating this was not on his schedule.

According to reports, the White House has confirmed that U.S. President Donald Trump will attend an exclusive event for top holders of the TRUMP memecoin at his Florida residence on Saturday, after speculation about his attendance.
Reuters reports that the White House confirmed on Friday that Trump will deliver a keynote speech at a grand luncheon organized by the company behind his official Trump (TRUMP) memecoin.

Since 2020, the company has completed 105 Bitcoin transactions and has adopted a reverse investment strategy while continuing to increase its BTC holdings through corporate debt and equity financing.

Michael Saylor, co-founder of the Bitcoin (BTC) treasury company Strategy, signaled that the company is accumulating more BTC after the price of Bitcoin retreated from a recent high of over $73,000 this week.

Saylor stated on Sunday: 'Think bigger,' while sharing the historical chart of BTC purchases by Strategy, which has become a hallmark signal for the company's impending BTC purchases.

Due to potential scheduling conflicts, some senators want to know whether the president plans to attend the luncheon for memecoin holders in Florida or if he just wants to collect fees from it.

Reports indicate that three U.S. senators have asked one of the behind-the-scenes individuals of President Donald Trump's memecoin to clarify whether the president intends to 'use the opportunity for contact as bait' at a luncheon event, as he is already scheduled to attend the White House Correspondents' Association dinner that day.
According to (politicians) on Thursday, Senators Elizabeth Warren, Richard Blumenthal, and Adam Schiff sent a letter to Bill Zanker, the official behind the Trump (TRUMP) meme coin issuance. The bill's sponsors questioned whether Trump is using his attendance at the luncheon event scheduled for April 25 to promote himself, as this memecoin project announced the event in March.

High-demand assets can achieve continuous settlement, collateralization, and network effects. The programmability of the dollar and bonds reduces financial friction, and trillions of dollars have already been flowing within it.

Author's viewpoint: Ripio founder and CEO Sebastián Serrano
For most of the past decade, the crypto industry has been trying to tokenize niche assets to reshape finance. Although this idea is quite creative, it largely overlooks the core economic logic that truly creates value through tokenization.
In the early stages of blockchain adoption, the most effective applications of tokenization were not at the economic margins, but at its center. The industry's initial intuition—to tokenize illiquid assets—was a misjudgment. The most successful attempts at tokenization involved the most liquid assets in the world, specifically the US dollar in the form of stablecoins.

The large-scale adoption of Bitcoin by institutional investors has resumed, but global instability and rising inflation risks in the U.S. are limiting Bitcoin's ability to break through the $70,000 mark.

The consolidation of Bitcoin (BTC) continued until Thursday, as bullish investors struggled to hold the $70,000 level. The current market structure of Bitcoin contrasts with its increasing institutional adoption, while overall bearish factors continue to negatively impact the U.S. stock market.
Bloomberg analysts indicate that data shows institutional investors are returning en masse to the Bitcoin market, reinforcing the view that Bitcoin has already 'bottomed out,' citing Bernstein's expectation that Bitcoin will rise to $150,000 by the end of 2026.

After successfully mobilizing cryptocurrency supporters in 2024, 'Stand With Crypto' stated that it will prioritize the House races in two U.S. states during the midterm elections.

The initiative organized by the cryptocurrency exchange Coinbase, Stand With Crypto (SWC), stated that its strategy to mobilize cryptocurrency supporters to vote in the 2026 U.S. midterm elections will prioritize the battlegrounds in Ohio and Pennsylvania.
SWC announced on Thursday that the key districts for November 2026 will include candidates with industry support in states such as Iowa, Nevada, New York, North Carolina, Ohio, and Pennsylvania, where 'cryptocurrency voters constitute an important and potentially decisive part of the overall electorate.'

Nasdaq and the New York Stock Exchange gather on the Web3 battlefield, with the former authorized to trade tokenized index ETFs, while the latter partners with Securitize to mint native digital securities. The two giants of the U.S. stock market aim to eliminate settlement delays through tokenization, achieving 24/7 trading, leveraging technological iterations to reshape global liquidity clearing paths, and ushering in a new financial era.

On March 18, the U.S. Securities and Exchange Commission (SEC) broke the long-standing prudent silence of Nasdaq with an approval document. The document shows that Nasdaq is authorized to trade Russell 1000 component stocks and core index ETFs in tokenized form.

As Iran and unstable oil supplies have led to gold entering a bear market, Bitcoin traders still maintain a BTC price target below $50,000.

Bitcoin (BTC) faces new macro risks this week, with gold plummeting significantly, and traders are awaiting the $50,000 mark.

BTC price trends closed below a key trend line on a weekly basis, and traders generally believe that the bullish sentiment at the beginning of this week will only bring a brief rebound.
Prices increasingly show signs of a 'bearish flag' re-emergence from January, with the current target pointing to a new multi-year low.
Gold has entered a technically bearish zone as the situation in Iran remains tense, with oil prices returning to $100.

Will Owens of Galaxy Digital stated that most crypto wallets are not exposed to quantum risks, and vulnerabilities are limited to cases where the public key is leaked.

In a report on Thursday, Owens stated that theoretically, quantum computers could derive private keys from public keys, allowing attackers to impersonate the owner, forge signatures, and steal coins.
However, he pointed out that not all wallets are equally susceptible to such risks.
"In fact, most wallets today are not vulnerable. Funds are only at risk when the public key is exposed on the chain," he said.

A court in Buenos Aires has instructed Argentina's telecommunications regulator ENACOM to block Polymarket nationwide, citing its alleged unauthorized gambling activities.

A court in Argentina has ordered the nationwide blocking of Polymarket, a prediction market platform primarily based on cryptocurrency, due to suspected unauthorized gambling activities.
Argentina's national communications and media regulator Ente Nacional de Comunicaciones (ENACOM) received a court order requiring the nationwide blocking of access to Polymarket and its various versions of the website, according to the March 11 ruling document.

The past eleven years have shown that Bitcoin has demonstrated strong resilience in responding to random intercontinental submarine cable failures, but it may be affected by targeted attacks.

According to a study released earlier this year, nearly three-quarters of submarine fiber optic internet cables (which carry about 99% of international internet traffic) would need to fail simultaneously to have a significant impact on Bitcoin.
Wu Wenbin and Alexander Neumueller from the Cambridge Centre for Alternative Finance stated in a study published in February and last revised on March 12 that they used P2P network data from 2014 to 2025 and 68 verified cable failure events, employing a national-level cascading model to assess the resilience of Bitcoin's physical infrastructure.

Latest data shows that Bitcoin is displaying initial signs of surpassing gold in the market, an opportunity based on historical returns during the U.S. midterm elections.

The long-term price trend of Bitcoin (BTC) compared to gold shows a bullish reversal after retreating to levels seen in 2017, 2022, and 2023. Analysts believe that this potential trend change is occurring simultaneously with 'opportunities in risk.'
Bitcoin-gold ratio shows a bullish divergence
Michaël van de Poppe, founder of MN Capital, pointed out that the Bitcoin to gold ratio has shown support after forming a bullish divergence with the Relative Strength Index (RSI) on the daily chart.

Ray Dalio believes that Bitcoin cannot replace gold as a store of value, due to factors such as central bank demand, market maturity, and Bitcoin's characteristics as a risky asset.

Key Summary
Ray Dalio believes that Bitcoin cannot replace gold as the world's primary store of value because gold has thousands of years of monetary history and is deeply rooted in the global financial system.
Gold's position in central bank reserves gives it institutional legitimacy, which Bitcoin currently lacks, making governments more inclined to rely on gold during times of economic uncertainty.