BTC Diverges from U.S. Stocks: Two Key Factors Driving Bitcoin's Trend

The U.S. July retail sales data exceeded expectations across the board, with the overall retail month-on-month growth rate reaching a new high in a year and a half, although the previous months data was revised downward for the eighth consecutive month. The release of this data gradually corrected the recession narrative.  The Dow Jones opened at 40,295.74 points, up 0.72%, the Ss price movements have often shown a strong correlation with U.S. equities, certain factors have caused sharp short-term fluctuations in BTC prices.Selling Pressure  In recent years, governments have seized large amounts of BTC obtained through illegal activities, which could become selling pressure in the market, influencing traders sentiment.  On August 14, blockchain analytics platform Arkham Intelligence detected a new Bitcoin transfer by the U.S. government. According to Arkhams report, the government transferred 10,000 BTC, worth $593.5 million, from assets seized during the Silk Road crackdown.  Movements of on-chain assets, especially transfers to exchanges, are often seen as a signal of selling. This large Bitcoin transfer indeed caught the attention of the cryptocurrency community, sparking speculation about its destination and the potential impact on an already troubled market.Macroeconomic Factors  Bitcoins price is influenced by various macroeconomic factors, which impact the Bitcoin market through channels such

2024-08-16Deep Dive

Unveiling Monad: The Next Frontier in High-Performance Blockchain and Its Leading Projects

Users who focus on infrastructure, Layer1, and scalability are likely already familiar with Monad. Over the past two years, Monad has attracted a large following thanks to its significant funding and the deep experience of its founding team. According to public information, Monad has raised a total of $244 million, with participation from top-tier institutions such as Paradigm and Coinbase Ventures.  Monad is centered around the concept of “Parallel EVM,” which accelerates Ethereum transactions through pipelined execution, supporting up to 10,000 transactions per second. The founders, Keone Hon and James Hunsaker, previously worked at Jump Trading for eight years. During their time at Jump, Keone managed a high-frequency trading (HFT) team, while James built an ultra-low-latency trading system that handled billions of dollars in daily trading volume across major futures markets. This strong background is a key reason why Monad has been able to secure such high levels of funding and attract attention from top-tier investors.  Jump Trading has recently slowed down its activities in the crypto industry, and starting in late July, it began selling large amounts of ETH, signaling a possible gradual withdrawal from the crypto space. Despite being a project founded by former Jump employees, Monad appears to have

2024-08-15Deep Dive

The Prelude to WikiEXPO Thailand - "Pick Your Favorite Trading Method and Discover Keys to Wealth"

WikiEXPO has launched the nationwide voting campaign “Pick Your Favorite Trading Method” in Thailand, with active participation from top KOLs and seasoned investors. The first round of voting has successfully ended, and we thank every voter for their enthusiastic support! Now, lets embark on a journey from Thailand to explore the global investment landscape and unlock a new chapter of wealth together.  Global Perspective, Professional Insights  In addition, WikiEXPO has elabrately prepared a series of knowledge events, inviting renowned industry KOLs to regularly share their professional insights on social media platforms. They will analyze the advantages and disadvantages, operational techniques, considerations, and practical experiences of various trading methods. Whether you are a newcomer to the market or an experienced veteran, you will find valuable resources to enhance your skills here.  Thought Exchange at the Event  One of the most anticipated highlights is the roundtable discussions at the WikiEXPO Thailand exhibition. At that time, numerous industry leaders will gather to conduct an in-depth analysis and interpretation of the voting results, providing the audience with cutting-edge industry trend analyses and insights. This will not only be a technical exchange but also a collision of wisdom, inspiring more thoughts and ideas about the future of the investment

2024-08-14Deep Dive

Analysis of the Bitcoin Scaling Solution: Fractal Bitcoin

In March 2023, developer Domo introduced the BRC-20 standard using the Ordinals protocol and Inscriptions, allowing users to issue and trade tokens on the Bitcoin network, similar to Ethereums ERC-20 standard. The issuance of new assets created significant wealth opportunities, attracting the attention of many developers and venture capitalists to the Bitcoin ecosystem.  With the rise of the Ordinals protocol and the BRC-20 standard, user-friendly asset management tools and trading markets became essential for participants. Unisat is a browser-based wallet focused on the Bitcoin blockchain, specifically on the Ordinals and BRC-20 standards. Leveraging its first-mover advantage, Unisat has captured a significant market share.  The explosive popularity of “Inscriptions” not only drew the attention of the public and developers to the Bitcoin ecosystem but also highlighted the potential to unlock Bitcoins vast potential. This led to a growing demand for scalability.  Fractal is a Bitcoin Layer 2 solution co-developed by the Unisat team, BSF, Uniworlds, and Asset Bridge. It is the only solution that uses Bitcoins core code to recursively expand infinite layers on top of the Bitcoin blockchain, using BRC-20 token Sats as the gas fee.Fractal Bitcoin Explained  Fractal Bitcoin improves transaction processing capacity and speed by recursively creating infinite expansion layers on the

2024-08-13Deep Dive

This Week's Noteworthy Events(Aug.12, 2024-Aug.18, 2024)

Major Token UnlocksThe Sandbox (SAND) will unlock approximately 205.6 million tokens at 08:00 UTC on August 14, representing 9% of the current circulating supply, with an estimated value of $54.5 million.Arbitrum (ARB) will unlock approximately 92.65 million tokens at 13:00 UTC on August 16, representing 2.77% of the current circulating supply, with an estimated value of $53.4 million.Trump: Scheduled Interview with Elon Musk This Monday Evening  According to Reuters, Republican presidential candidate Donald Trump has announced a major interview with Elon Musk, scheduled for the evening of August 12 (Monday). Trump shared this news on social media but provided no specific details.Immutable to Shut Down Immutable X Marketplace on August 13  Immutable recently announced that it will shut down its Immutable X Marketplace on August 13, with a full cessation of operations on September 27. Initially launched to showcase the capabilities of the Immutable SDK, the focus will now shift to supporting third-party marketplaces instead of maintaining its own trading platform. However, users of the Immutable Marketplace do not need to take any additional steps for their assets, as all NFTs and tokens are stored on the blockchain and linked to users wallet addresses, accessible across different markets using Immutables global order

2024-08-12Deep Dive

WikiBit x Reflection: Share & Win 100 USDT Giveaway!

Total Prize Pool: $100 USDT  10 Lucky Winners will each be rewarded with 10 USDT.  Event Duration:  (UTC+8) 2024-08-08 21:00 ~ 2024-08-15 21:00  How to Participate:  Follow on Twitter: @ReflectionAI_ s personality and traits.

2024-08-09Deep Dive

Is Jump Trading, a Major Market Maker in Crypto, Facing Issues? What Risks Should We Watch For?

Jump Trading is a high-frequency trading company founded in 1999. It operates globally across multiple asset classes, including stocks, futures, options, and cryptocurrencies. Known for its advanced technology and algorithmic trading strategies, Jump Trading profits through rapid execution and market arbitrage. Jump Crypto, a subsidiary of Jump Trading, focuses on providing liquidity and market making in the cryptocurrency market.  The specific assets under management (AUM) and recent revenue figures for Jump Trading are not publicly disclosed. However, publicly available information suggests that the company earns close to hundreds of millions of dollars annually. On May 9, 2023, a lawsuit alleged that Jump Trading participated in market manipulation of the stablecoin UST and aided Do Kwon, claiming that “Jump made over $1.28 billion in profits from selling the LUNA tokens it received at a steep discount in exchange for artificially propping up the price of UST and aUST.” On-chain data shows that Jump Trading held assets worth over $9.6 billion at its peak.  During a recent market event on Monday, there are two views regarding Jumps significant token sell-off: one suggests Jumps sell-off caused the crypto market crash, while the other believes the total amount sold by Jump Trading was not substantial enough

2024-08-08Deep Dive

AON Community Leaderboard Competition!

Period: August 1 - August 31, 2024  How to participate:  1) Complete tasks to earn XP and be among the top 30 members on the leaderboard to win a share of $300 USDT prize pool!  2) Complete the task: https://zealy.io/cw/aon/  Please continue to stay tuned for more updates, and get ready to embark on an extraordinary journey with us!  About AON (AGI Open Network)  AON (AGI Open Network) represents a revolutionary decentralized AI protocol designed to redefine the fusion of Web3 and AI.  By opening up the innovative protocol stack of the AI value layer, as well as distributed idle computing power access, large model inference API platform, and DAI-Store and other infrustructures, it enables developers to rapidly construct blockchain-driven AI applications, speeding up the innovation of Web3 AI globally.  Vision: Foster an open, collaborative Web3 AI ecosystem.  ✅ Project Background: AON, spearheaded by the AGI Open Source Alliance (AOSA), Hashkey Group, and WSDN, aims to establish a global, decentralized AI ecosystem.  Learn more:  Website: https://aonnet.io/  Twitter X: https://x.com/aon_aonet  Telegram: https://t.me/aon_aonet

2024-08-08Deep Dive

Project ORE Returns with V2 After Causing Solana Outage

ORE is an experimental project deployed on the Solana blockchain utilizing a Proof of Work (PoW) algorithm. This algorithm allows miners to secure the network and earn cryptocurrency rewards by solving cryptographic problems. Unlike traditional mining projects, ORE employs a non-exclusive mining reward mechanism, ensuring fair distribution of rewards among miners. Each miner is provided with personalized computational challenges, and upon completion, receives corresponding rewards.  The project launched in early April and quickly garnered widespread attention and participation within the Solana community. Additionally, ORE won the overall championship and 50,000 USDC in rewards at the 9th Solana Foundation Hackathon, Solana Renaissance competition. With a surge in ORE mining participants, transactions on the Solana network sharply increased, exacerbating network congestion issues. Concurrently, Solana faced additional congestion from bots and newly released meme coins increasing transactions.  Against this backdrop, ORE founder @HardhatChad decided to suspend all mining activities of the ORE project and commence upgrades to its V2 version. The V2 version primarily addresses the following issues:  1.Compression of inefficiencies in the code that gave certain miners asymmetric advantages.  2.Currently, there are no structural incentives for token holders. Miners holding Ore should gain an advantage during mining.  3.Difficulty adjustments should be algorithmic or elective. This will reduce

2024-08-07Deep Dive

Global Assets Hit by "Black Monday"; Trump Calls for "Vote Me to Reverse Economic Downturn"

Global assets faced a “Black Monday,” with circuit breakers triggered in Japan, South Korea, and Turkey. U.S. 2-year Treasury yields fluctuated by 30 basis points, with the 10-year yield briefly ending its inversion. The opening of U.S. stocks saw the market cap of the seven major tech companies shrink by $1.3 trillion, and the Nasdaq closed down 3.4%. Bitcoin plummeted more than 14%, with a surge in liquidation events. The Japanese yen surged, and non-U.S. currencies generally appreciated. Gold dropped nearly $100 from its daily height, while oil remained relatively resilient. Interest rate futures are almost fully priced at a 50 basis point rate cut by the Federal Reserve in September.  After the U.S. stock market opened, the anticipated circuit breaker did not occur. As the S the ISM Non-Manufacturing PMI data reversed, indicating strong economic activity and shifting recession expectations.Three Factors Triggering PanicBank of Japan Rate Hike: The Bank of Japan raised interest rates, strengthening the yen. Japan has long maintained low or negative interest rates, encouraging investors to borrow yen to buy U.S. bonds or stocks for profit. This move diminished the appeal of yen carry trades, prompting investors to withdraw from high-risk assets, leading to a global market

2024-08-06Deep Dive
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