txd102023

Grvt partners with Plume to launch 3 RWA (Real-World Asset) yield funds, allowing users to invest in tokenized bonds, fixed income, and other assets on-chain while maintaining self-custody. Currently, the tokenized RWA market size has exceeded $34 billion, with nearly 800,000 holders. This reflects that the crypto industry is gradually shifting from pure speculation to: * On-chain finance * Real-world asset tokenization * Stable yield products The market believes that RWA may become a key avenue for institutional capital to enter crypto in the future.

Bitcoin's weekly chart forms a "Cup & Handle" pattern, with a technical target price pointing to $220,000, but the premise is that the key support at $74,000 must hold. Currently: * BTC is fluctuating around $76,500 * ETF net outflows exceed $2 billion over two weeks * Market sentiment remains cautious Key points: * If it falls below $74,000, the pattern may fail, and BTC could test $68,000~$70,000 * If it subsequently breaks through the $100,000 neckline, there is a chance to open a major cycle rally targeting $220,000 The market is now at a stage of: Short-term pressure + long-term bull market structure still intact.

As Bitcoin rebounds to around $77,000, all US-listed mining companies have risen. Among them: * TeraWulf up about 11% * Cipher Digital up about 9% * MARA, CleanSpark, IREN, Hut 8 all up over 6% The market believes the worst phase for mining may be over, but mining companies still face issues of low hash price and weak equipment demand. Industry insiders say: If miner revenue (Hash Price) rises back to $40~45 per EH/s per day, the mining machine market may truly recover.

Bitcoin ETFs saw a net outflow of about $1.4 billion last week, mainly due to rising U.S. Treasury yields, with funds shifting to fixed income assets. Currently: * BTC has dropped to around $76,800 * ETFs have experienced two consecutive weeks of outflows * Short BTC products have instead attracted inflows Market concerns: The Federal Reserve may delay rate cuts, and the high interest rate environment reduces Bitcoin's appeal. On the other hand: * Several companies are still buying BTC on dips * Nearly 198 publicly listed companies hold about 1.24 million BTC, accounting for approximately 5.9% of the total supply Short-term key points: The market is focusing on this week's U.S. core PCE inflation data. * If inflation exceeds expectations, BTC may continue to face pressure * If the data cools down, BTC has a chance to rebound near $80,000.

Bitcoin fell below $77,000 due to news of a U.S. airstrike on Iran, hitting a low of about $76,840, triggering increased market risk aversion. Data shows: * Approximately $187 million in long positions liquidated * BTC 24-hour trading volume surged to $38.2 billion * Funding rate turned negative, indicating longs are being flushed out Currently, the market is focusing on the $76,000 support level: * If broken, it may further drop to the $67,000 or even $60,000 range * If it rebounds above $78,500, it could just be a "false breakdown" Meanwhile, gold is rising and the dollar is strengthening, indicating funds are withdrawing from high-risk assets.

Kraken deposited about $107 million ETH into Eigencloud, showing that institutions still favor ETH Restaking yields, but the EIGEN token has plummeted about 96% from its historical high. Currently: * Eigencloud TVL is about $6.5 billion * Annual incentive expenditure is about $56.77 million * Annual fee income is only $13.6 million The market worries that its business model is unsustainable, so funds are entering to earn yields, but this does not mean optimism about the EIGEN token itself.

AI concept coins have collectively surged recently, mainly because the market is speculating in advance on the potential IPOs of SpaceX and OpenAI. * Worldcoin (WLD) up 30% in 3 days * Venice Token (VVV) surged 135% in nearly a month, up about 1500% since the end of 2025 * Akash (AKT) rebounded about 200% from the year's low * NEAR up 50% in a week Core logic: The market believes that after OpenAI and SpaceX go public, they will bring more funds and attention to the AI sector, so capital is flowing early into AI concept crypto assets. Among them: * WLD benefits from its association with Sam Altman (OpenAI CEO) * AKT is regarded as AI GPU computing power infrastructure * NEAR focuses on AI + privacy narrative * VVV surged due to Upbit listing and AI tool popularity However, the risks are also obvious: * Neither OpenAI nor SpaceX has officially IPOed yet * Currently, it is more of a "speculative expectation" * If the IPO is delayed or the hype cools down, AI coins may quickly pull back Simply put: This round of AI coin surge is essentially trading the "AI IPO bull market expectation" in advance.

Scammers are placing fake Uniswap ads through Google search, stealing at least $400,000. When users click, they are taken to a fake official website; after connecting their wallet and signing, their assets are automatically transferred away. Attackers use disguised URLs and the "wallet clearing tool" AngelFerno to carry out scams. Victimized projects also include multiple DeFi platforms such as PancakeSwap and Hyperliquid. The core issue is not that Uniswap was hacked, but that Google ads have long been exploited by phishing groups. Recommendations: * Do not click on DeFi links in Google ads * Always access official websites via bookmarks * Check authorization details before signing * Regularly revoke wallet approvals (Approve)

Zest Protocol ($ZEST) rose 21.53% in 24 hours to $0.192, showing strength against the overall market's slight decline, mainly driven by a high-volume breakout. 1. Volume breakout driving the rise (bullish) ZEST's 24-hour spot trading volume surged 152.77% to $126.3 million, indicating significant active buying. Meanwhile, the cumulative increase over the past 7 days has reached 37.73%, forming a clear upward trend. This means: This rise is a "volume breakout" scenario rather than a low-liquidity pump, indicating strong short-term bullish momentum. Focus: Whether the volume can maintain at a high level; if volume quickly diminishes, the rally may cool down. 2. Lack of clear fundamental catalysts (neutral to risky) Currently, there are no obvious partnerships, listings, ecosystem updates, or on-chain data to explain this surge; the movement appears to be driven independently by capital flows. This means: Without clear positive support, if market sentiment weakens, the price is more likely to experience a rapid pullback. Focus: Whether there will be official announcements, ecosystem progress, or new capital continuing to support. 3. Short-term trend and key levels The current key support is at $0.15; as long as it holds above this level, bulls may continue to challenge the $0.22–$0.25 range. This means: The short-term trend remains strong but has entered a high volatility phase, increasing the risk of chasing highs. Focus: If it breaks below $0.15 with high volume selling, it may indicate a profit-taking phase, with the next support possibly at $0.12. In summary: ZEST currently represents a typical "high-volume breakout" scenario with very strong short-term capital sentiment. However, due to the lack of clear fundamental catalysts, its sustainability mainly depends on whether volume continues to expand and whether the market is willing to keep chasing high-beta altcoins.

Worldcoin (WLD) surged 31.84% in 24 hours to $0.398, significantly outperforming amid a generally sideways and weak market, mainly driven by capital rotation in AI and digital identity narratives. 1. AI + Identity Sector Capital Rotation (Bullish) Market funds are currently flowing back into AI and identity protocol sectors. Although the overall crypto market performance is flat, the Altcoin Season Index continues to rise. As one of the most representative "digital identity" projects, WLD clearly benefits from this thematic hype. This means: WLD's rise is not simply following BTC but is a typical "AI narrative alpha." Focus: Whether other AI concept coins can also continue to strengthen synchronously, validating if this is a sector-wide rally. 2. Volume Surge, Genuine Buying (Bullish) WLD's 24-hour trading volume surged about 310%, exceeding $700 million, indicating a large amount of real capital entering the market rather than a pump caused by liquidity shortage. This means: There is strong market participation behind the rise, making the rally more credible than ordinary meme-style spikes. Focus: Whether the volume can remain high; if it shrinks rapidly, a short-term pullback may occur. 3. Short-term Trend and Risks WLD has risen about 65% over the past week, clearly overheated in the short term but the trend remains strong. The key support level is currently at $0.35; as long as it holds, the market may continue to challenge the $0.45–$0.50 range. This means: It is currently a strong trending market, but high volatility also makes rapid shakeouts likely. Focus: If it breaks below $0.35, a retest near $0.30 is possible; also watch if BTC experiences a significant pullback, as high-beta altcoins usually face pressure simultaneously. In summary: WLD is currently in a strong rally driven by "AI + identity protocols + high liquidity capital." The key going forward is whether $0.35 can successfully convert into new support and whether the AI sector's momentum can continue to spread.