The key information in the crypto market over the past week is summarized as follows:



【Regulatory and Policy Developments】
The Federal Reserve has been making significant moves. After news broke that Powell is under criminal investigation, some members of the Trump camp expressed shock, which could trigger risk aversion on Wall Street. JPMorgan has changed its stance and no longer expects the Federal Reserve to cut rates in 2026; they previously predicted a 25 basis point cut in January. However, Goldman Sachs has a different view, believing there will be two rate cuts this year (25 basis points each in June and September). The US Treasury Secretary stated that Trump's MBS plan is mainly aimed at countering the Fed's balance sheet reduction.

On the international front, India is tightening KYC requirements for crypto users, while South Korea is taking a different approach—lifting a nine-year ban on corporate crypto activities, allowing listed companies to invest up to 5% of their net assets in crypto assets. A committee chairman in the UK Parliament is calling for a ban on political donations in cryptocurrency. Geopolitical tensions remain high, with gold futures surpassing $4,600 per ounce for the first time.

【ETF and Fund Flows】
Last week, Bitcoin spot ETFs experienced net outflows totaling $681 million, with the largest outflow from FBTC (Grayscale Bitcoin Trust), amounting to $481 million. Ethereum spot ETFs also saw outflows, totaling $68.57 million, led by Grayscale's ETHE, which saw outflows of $145 million. The SEC is expected to complete the application process for the Morgan Stanley Bitcoin ETF around March 23.

【Market Hotspots】
Meme coins in 2025 performed poorly, with market caps dropping over 60% and trading volumes plunging from high levels to $3 billion. However, the M&A market appears to have opportunities; crypto M&A deals in 2026 are expected to surpass last year's record of $37 billion, with stablecoins and payment sectors becoming popular targets.

It is worth noting that the viewership of cryptocurrency content on YouTube has fallen to its lowest point since January 2021, reflecting a genuine cooling of market enthusiasm.
BTC1.21%
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OnlyUpOnlyvip
· 7h ago
Once again, Grayscale is dumping, this institution is really annoying. Meme coins are down 60%, I told you not to all-in on Dogecoin. South Korea opens up, India tightens, regulation is truly magical realism. Is Powell under investigation? Wall Street must be panicking, gold prices heading straight for 4600, you know what that means. With such a large net outflow from ETFs, is it time to buy the dip, everyone? What does the decline in YouTube popularity mean? Retail investors have all left. JPMorgan and Goldman Sachs have differing opinions, still need to judge for yourself. Interest rate cuts in the second half of the year? We'll see then, first see how Trump handles it. The stablecoin track offers good opportunities this wave; payments are the future. Stop chasing blindly, the market is shaking out, be patient and wait.
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SurvivorshipBiasvip
· 7h ago
Is Grayscale liquidating... Why are they selling off again?
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0xLuckboxvip
· 8h ago
Grayscale is dumping again, this pace is really incredible haha --- The meme coin has cooled down so much, is anyone still buying the dip? --- South Korea opens up corporate crypto investments, India hits back with a KYC crackdown, the difference is huge --- Is Powell under investigation? Wall Street is hedging, gold has reached 4600, can BTC hold steady... --- YouTube views have fallen to the lowest level since 2021, wow, it's really cold now --- Spot ETF net outflows, are big players fleeing or building positions? --- Will the 2026 M&A surpass 37 billion? Stablecoins are back, the payment track is really attractive --- JPMorgan changed its tone, Goldman Sachs remains bullish, is this an internal Wall Street feud?
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LightningSentryvip
· 8h ago
Grayscale is bleeding again, this pace is a bit rapid --- Meme coins have cooled down, but stablecoins are rising, the art of rotation --- Powell's criminal investigation? Now who can believe the Fed's statements --- South Korea lifts restrictions on corporate crypto investments, India tightens measures in response, truly two extremes --- BTC ETF net outflow of $681 million, feeling a bit uneasy about holdings --- YouTube views drop to the lowest since 2021, no hype left, retail investors have all left --- JPMorgan says no rate cuts anymore, Goldman Sachs is still stubborn, these two banks are really at odds --- Gold surpasses 4600, everyone is hiding from risk, crypto doesn't seem attractive --- Crypto M&A surpasses $37 billion in 2026? Sounds tempting, but who will take the deal? --- MBS plan to counteract balance sheet reduction? This strategy is getting more and more complicated, I can't understand it at all
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ZkProofPuddingvip
· 8h ago
Grayscale is dumping again, this pace is really unsustainable. Powell's criminal investigation? Laughable. Wall Street's risk aversion this time might break the floor. Meme coins down 60%, serves them right. They should have cleaned up the trash a long time ago. South Korea relaxes crypto bans, while India tightens restrictions—what a gap... ETF net outflow of $681 million, are institutions fleeing? Or are they just exiting before bottoming out? YouTube views have dropped to the lowest since 2021, the bear market vibe is definitely here. Gold has reached 4600, safe-haven funds are shifting, and crypto is cooling off significantly.
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