Market Observation and Analysis: Review and Outlook of the Crypto Assets Market

1. Macroeconomic and Policy Trends

The United States and Japan have reached an important trade agreement, with Japan investing $550 billion in the U.S. and the U.S. imposing a 15% tariff on Japanese imported goods. This move has a significant impact on industries such as automobiles, boosting the Japanese stock market. U.S.-China trade negotiations are scheduled to take place next week in Stockholm, potentially involving topics such as China's purchase of oil from sanctioned countries. The U.S. government's upcoming "AI Action Plan" focuses on infrastructure, innovation, and global influence, aiming to promote U.S. leadership in the field of artificial intelligence.

In terms of monetary policy, senior officials of the U.S. government are calling for a reduction in interest rates to stimulate the economy. In response, well-known investors analyze that this reflects the game of monetary value and predicts that the dollar will continue to weaken. Currently, market indicators such as the new highs in U.S. stocks and the relative depreciation of the dollar have shown signs of loose monetary policy.

2. Crypto Assets Market Analysis

Stablecoins are revolutionizing the cross-border payment sector mainly because they effectively address the pain points of the traditional financial system. Compared to the high costs and low efficiency of the traditional SWIFT system, stablecoins offer a more efficient and cost-effective option, especially suitable for emerging markets with weak financial services.

After reaching a historical high, Bitcoin has entered a consolidation phase, with the market in a "healthy but fragile balance." Multiple analysts are optimistic about the future market, predicting target prices ranging from $130,000 to $140,000, but they also warn of potential short-term pullback risks.

After a continuous rise, Ethereum has seen a pullback, with the current price around 3750 USD. Analysts believe that the 3200-3400 USD range may present an ideal opportunity for long positions, with some opinions even predicting it could reach 8000 USD in the coming months.

In the altcoin market, the Zora token surged nearly 300% due to integration with a certain application. The market share of the LetsBonk platform skyrocketed, standing in stark contrast to its competitors. Emerging Meme coins like $TRUST and $DNUT have also garnered attention.

3. Key Market Data

• Bitcoin: $118,684, year-to-date increase of 26.9%
• Ethereum: $3,732.23, Year-to-date increase of 11.69%
• Fear and Greed Index: 75 (Greed)
• Market share: BTC 60%, ETH 11.5%
• Total liquidation amount in 24 hours: $376 million

4. ETF Fund Flows

• Bitcoin ETF: net outflow of $67.9322 million
• Ethereum ETF: Net inflow of $534 million, setting the third highest in history.

5. Important Events Preview

• Block will be included in the S&P 500 index.
• OneFootball will launch a token sale
• A certain platform will distribute a PUMP airdrop.
• A certain exchange will launch ASP spot trading
• The US government plans to promote the development of artificial intelligence.

6. Hot News

• Well-known investors predict that Bitcoin will reach $250,000 by the end of the year, and Ethereum will reach $10,000.
• ARK Invest makes a large acquisition of BMNR stock, supporting the Ethereum treasury strategy
• A Mexican real estate company plans to build a billion-dollar Bitcoin vault.
• Multiple publicly listed companies have increased their holdings in Crypto Assets, involving amounts in the hundreds of millions of dollars.
• The Ether Machine raised $1.5 billion in funding and will hold over 400,000 ETH.