O Günlük Haberler According to CryptoQuant analysis, 16 companies have adopted the "ETH Hazine Stratejisi", collectively holding approximately 2,455,943 ETH, worth around 11 billion USD, which accounts for a large portion of the market circulation. However, the report points out that risks still exist: there is no fixed upper limit on ETH supply, with around 1 million new ETH added last year; the concentration of holdings is relatively high, with some companies intending to control 5% but actually holding less than 1%; at the same time, the open futures contracts are approximately 38 billion USD, and the leverage accumulation may amplify the Dalgalanma.

Brown Brothers Harriman Bank analyst pointed out that the Bank of Japan plans to reduce the size of government debt, but the Merkez Bankası President warned that the scale is too large. The threshold for raising interest rates is high, and the tightening policy will not exceed market expectations, which is unfavorable to the yen. The forward market predicts that the increase in the next 12 months will be less than 50 baz puan.

Goldman Sachs economists point out that Japan needs to achieve the inflation target of Merkez Bankası, and wages must rise by at least 3% in the next two years. The economist's report shows that to align with the inflation path envisioned by Merkez Bankası, nominal wages need to rise by 3%-3.1% in 2025, and by 3.3%-3.4% the following year. Strengthening wage growth helps establish a virtuous economic cycle, supporting further tightening of para politikası by Merkez Bankası. In 2024, Japan's nominal wage growth rate was 2.8%, and Merkez Bankası is expected to raise interest rates again in July. The timing of the next rate hike will depend on whether the wage data meets the inflation target.

Hyperliquid'de, BTC fiyatı 83,923.2 ABD doları olduğunda, "50 kat kaldıraçlı Balina" adlı bir tüccar 40 kat BTC short emir pozisyonu açtı. BTC fiyatının hafifçe Ribaund yapması ve kaldıraç fonlama ödemesi yapması nedeniyle, bu pozisyon şu anda zararda ve tahmini stop-out fiyatı 85,565 ABD doları. Balina avı devam ediyor, Justin Sun'un muhtemelen katıldığından şüpheleniliyor.

Gold Finance reported that the Santiment analysis report shows that despite the overall poor performance of the şifreleme market, some altcoins are showing significant growth in on-chain and social activities. The report points out that during the fluctuation of Bitcoin prices in the range of 78,000 to 84,000 US dollars, large market value tokens such as XRP, BNB, Tron, and Stellar are quietly gaining momentum, with significant growth in on-chain and social activity indicators for multiple projects. Specific data is as follows: Adres etkinliği en hızlı artan: Dogecoin (piyasa değeri sıralamasında 11. sırada); En hızlı büyüyen ağ: PAX Gold (piyasa değeri sıralamasında 83. sırada); Balina ticareti en hızlı büyüyen: Magic Token (Piyasa Değeri sıralamasında 558. sırada);

Google AI Lab has launched a new model that integrates language, vision, and body movements to support the development of more powerful Botlar. Companies such as Meta and the US Open AI Research Center are also actively developing humanoid Botlar. Morgan Stanley pointed out that humanoid Botlar will become the main direction of future technology investment, with Goldman Sachs predicting that the market size could reach $154 billion by 2035.

Hongjing Technology announced that it will prioritize the use of its own funds to carry out Bilgi İşlem Gücü business, and consider raising funds through various channels such as cooperation and financing from Finansal Kurum. The company will comprehensively consider factors such as customer performance capability and project prices to undertake business, and steadily promote business development, but there still exists certain uncertainties and risks in the future.

Three Arrows Capital founder Zhu Si pointed out that the rise of CeDeFi has negative implications for Ethereum, exposing the issue of many smart contracts that should have run on a distributed network but ultimately execute on a single server with closed-source code. Ethereum needs to adapt to global distributed computing and anti-censorship applications, especially the use of encryption punk attributes such as privacy protection. If Ethereum performs poorly, the revival of DeFi will be hindered, and off-chain solutions may become the mainstream choice.

CICC research report pointed out that the growth rate of US CPI in February was generally lower than expected, reflecting the trend of continued cooling of inflation in the US. Although it does not reflect the inflation impact of additional tariffs, the market is still concerned about the future inflation outlook, suggesting to pay attention to US bond trading opportunities in the short term, not rushing to "dipten satın almak". There may be hidden concerns about rebound inflation in the second half of 2021.

CITIC Securities research report points out that as bond market Dalgalanma increases, investors demand yükselis for index products. Bond ETFs are gradually favored due to advantages such as good Likidite, risk sharing, and duration matching. In particular, local government bond ETFs, with similar durations, have higher returns and strong drawdown control capabilities, showing potential for allocation.

CITIC Securities Research Report pointed out that the undervalued strategy performed well in the bank bölge quantitative backtesting. The fundamental factor has significant advantages in high ROE and high 'loan-to-deposit ratio - non-performing loan ratio - attention ratio' strategy. Based on the fundamental + valuation factors, the high ROE/PB and high '(loan-to-deposit ratio - non-performing loan ratio - attention ratio) × dividend yield' strategy has accumulated excess returns of 300%, with stable performance. Financial policy Olumlu Bilgiler bank bölge, it is expected that there will still be a high certainty of return in the first half of the year for bank bölge.

Citigroup Securities research report points out that the current dividend strategy shows bottom characteristics: the yield-risk distribution deviates from the long-term central, relative market excess negative, ETF status shrinks net purchases, and volume is below the warning line. The proportion of dividend turnover is at a historical low, and the long-term outlook is optimistic that the dividend strategy has room for recovery in the policy background.

JPMorgan's research report pointed out that some of the "soft data" in the United States may be more emotionally driven, NFIB report shows that the optimism index of small businesses has risen significantly, but it is recommended to follow the core economic indicators dominated by "hard data" to extract true signals of the US economy.

Fed board member Bauman pointed out that a decrease in investment demand and savings may increase the neutral interest rate, and the neutral level of policy interest rate of the Central Bank may rise after the epidemic. The supportive policy may keep the economy stable after interest rate hikes in 2021 and 2022, which may lead to an increase in the neutral interest rate and promote the level of policy to stimulate economic activity.

Trump, AI and encryption authorities, as well as experts, have signed the US Strategic BTC Reserve Executive Order. Experts point out that this action fulfills Trump's commitment and states that the BTC reserve is different from AltCoin, gaining recognition from the US government. This move does not require taxpayer funds and may receive support; Congress may be responsible for purchasing cryptocurrencies in the future.

Odaily Planet Daily News QCP Capital analysts pointed out that this week may be a historic milestone, as the White House will hold the first-ever şifreleme summit, but without any specific executive orders, funding commitments, or congressional support, the market remains in a wait-and-see mode. şifreleme investors may see the summit as an asymmetric event, whether it is an unexpected catalyst for soaring prices, or reveals the vulnerability of Kripto Varlıklar and triggers deeper dumping, remains to be seen. (Theblock)

Barclays market strategist pointed out that the European Central Bank may once again lower the interest rate in the face of various economic uncertainties. Related to factors such as European defense spending and US tariffs, central bank policymakers may need to provide support, but it is expected that the European Central Bank will still retain certain policy choices based on data.

ANZ Bank believes that the New Zealand dollar against the US dollar has downside risks, and is expected to reach around 0.5500 by mid-year, but is not pessimistic about the outlook. David Krooi pointed out that the decline in US Treasury yields and hopes for peace in Ukraine may prevent the New Zealand dollar from further decline, while recent US tariff news has brought market sentiment turbulence, reminding people of the current high uncertainty. It may take some time for the market to have a positive impact on the New Zealand dollar.

Tennessee Williamson County Republican Party uses the BTC network for elections, and the results are permanently recorded on the Blokchain. The Blok chain voting system has the advantages of security and transparency, düşüşing the cost of elections and providing instant verification of results. However, there are still network security risks, as pointed out by MIT. Experts recommend strengthening the degree of decentralization and performing data calculations on-chain to address these challenges.

Citibank research report states that after Trump included XRP, SOL, ADA, BTC, and ETH in the encryption strategic reserves, the possibility of the United States establishing encryption strategic reserves has increased. Analysts believe this will enhance the legitimacy of digital assets. The U.S. government currently holds about $19 billion in cryptocurrencies, mainly BTC. Citibank points out that clear selection criteria will provide more support.

Citibank Securities pointed out that the liquor industry is currently at the bottom of the third cycle, and consumption in 2025 is expected to boost the economy, with strong demand and macroeconomic correlation. With economic recovery and improved demand, the liquor industry will usher in a new upward cycle, with top branded liquor companies performing better and industry differentiation intensifying. It is recommended to increase allocation of high-quality assets.

Golden data March 2nd news, recently, French President Macron stated in a media interview that he may have a dialogue with Russian President Putin at the 'appropriate time'. 'Nothing is ruled out. Dialogue with President Putin may take place at the right time.'

10 data March 2 news, March 1, DeepSeek's profit data thrown out on the last day of the Açık Kaynak week sparked heated discussions - the theoretical daily profit of the V3/R1 inference system reached as high as 3.46 million yuan (475,000 US dollars). Behind this seemingly astonishing number is a real dilemma about the commercialization of AI model services. Some industry insiders believe that even with a more rigorous calculation, DeepSeek is still profitable, but there is some controversy in the industry about whether the manufacturers selling DeepSeek APIs can make money.

Cleveland Fed President Hamek said that the Fed can continue to shrink its balance sheet and does not support rate hikes during periods of fiscal uncertainty. She emphasized the need to streamline spending plans and adjust the debt ceiling to meet borrowing needs. If there is an imbalance in liquidity, liquidity can be injected through repo operations. Even if inflation is above 2%, there will be no rate hikes for the time being, but the possibility of rate hikes is not ruled out. Hamek believes that the current expectations are still stable.

AMP Chief Economist Shane Oliver warns that due to the high valuation of the US stock market and the extreme policies of Trump, there may be a geri çekme of over 15%. The Trump team is constantly changing, lacking rational voices, leading to increasingly extreme policies. Although tax cuts, shrinking government, and deregulation make sense, the current situation seems to be out of control.

HSBC Research Report pointed out that the performance of the Hong Kong Stock Exchange last year met expectations, the management is optimistic about the outlook for new stocks in the future, and is expected to launch a RMB counter for southbound trades. The bank maintains a buy rating, with a target price raised to 411 Hong Kong dollars and an increase in this year's average hacim forecast. It is predicted that the profits of the Hong Kong Stock Exchange in the next two years will rise, with earnings per share expected to be 12.21 Hong Kong dollars in 2027. The expansion of new listed companies and the mutual market access scheme will help maintain the activity of the Hong Kong Stock Exchange.

Galaxy Securities pointed out that in 2025, the monetary policy orientation will shift to moderately loose, with a policy interest rate reduction of 30-40BP throughout the year or cumulatively, guiding the 5-year LPR downward by 40-60BP. The interest rate reduction window may open after the second quarter when the Fed is expected to cut interest rates, and the reserve requirement ratio reduction and reverse repurchase will release liquidity to support credit expansion. It is predicted that the fluctuation range of the 10-year government bond yield in 2025 will be 1.5%-1.9%, and 1.64% may be a reasonable level when the Central Bank reduces it by 40BP throughout the year. The exchange rate of the US dollar against the RMB may fluctuate around 7.3.

CMB Macro Research pointed out that as the 'two sessions' approach, funding may loosen. The momentum of credit expansion may slow down, and the attitude of the Central Bank may quietly change. In order to stabilize the Capital Markets, the demands of all parties are strengthening, which may increase the financing scale of private enterprises. At the same time, the 'two sessions' may ease the 'debt shortage' of state-owned major banks, and the yield curve may 'steepen' again. It is recommended to follow short-term debt and certificate of deposit investment opportunities.

California Democratic Party representative Sam Liccardo will introduce the MEME bill, which prohibits public officials from profiting from dijital varlık. The bill applies to the President, members of Congress, and aims to prevent conflicts of interest and misconduct. Liccardo pointed out that the Trump family's production of memecoin has triggered economic and insider trading risks. The bill is expected to be introduced on February 27 and has received support from more than a dozen Democratic lawmakers.

Fidelity Global Macro Director Jurrien Timmer pointed out that more than half of the components of the S&P 500 index show Bull signals, but the market is still in a wait-and-see mode. Some stocks are still below the 50-day moving average, showing signs of volatility. Despite strong inflows of funds, investors are still cautious. The market is expected to be affected by factors such as artificial intelligence and the election, and performed poorly in February.

Odaily Planet Daily News According to 8marketcap monitoring data, BTC has dropped out of the top ten global asset Market Value rankings. The current BTC Market Value is about 1.675 trillion US dollars, ranking 11th in the global asset Market Value rankings, with a 24-hour decline of 4.65%. Currently, Meta Platforms (Facebook) Market Value has surpassed BTC, with its Market Value reaching 1.706 trillion US dollars, a 24-hour increase of 2.46%.

Guojin Securities pointed out the need to follow the Central Bank's Liquidity management, the behavior of foreign institutions, and geopolitical adjustments. The situation in the United States affects the yield of US bonds due to Trump's policies and economic data, and foreign investors are optimistic about A-share technology stocks. The appreciation of the renminbi may drive XMC bond yields fluctuation, benefiting foreign investors holding XMC bonds, and renminbi assets may attract more long-term capital allocation.

LMAX Group's şifreleme strategist pointed out that the global trade tensions and the hawkish outlook of the Federal Reserve düşüşed the traditional market risk appetite. He believes that BTC is more suitable as a value store, meeting the demand for diversified investment assets. Analysts predict strong destek for BTC in the 70,000-75,000 US dollar range, which may become an attractive low point, laying the foundation for the next pump wave, pushing BTC to break through 110,000 US dollars to set a new historical high.

Odaily Planet Daily News Greek.live Macroeconomic analyst Adam released a Chinese community briefing on the X platform, stating that the market generally has a bearish sentiment, believing that the rebound is weak, BTC may further fall below 80,000 US dollars, and some even believe it will follow the range-bound trend of last year. Several traders pointed out that the current has fallen below the M peak, there is a risk in the medium term, and the record net outflow of BTC ETF has also exacerbated the bearish sentiment.

CICC research report pointed out that after the US-Russia summit call, the Russia-Ukraine ceasefire negotiations accelerated, but it will still take time to reach a ceasefire protokol. The eurozone economy and assets may experience short-term recovery, but the long-term weakness of European industrial competitiveness and changes in the Russia-Europe energy landscape may affect the prospects. Russia's metal and grain exports are expected to recover, but there are uncertainties in energy exports.

Finansal veri sağlayıcısı olan Jin10'un 23 Şubat'ta yaptığı açıklamaya göre, Wote Corporation, işbirliği yaptığı robot, robot köpek ve insan robotu endüstri zinciri müşterilerine malzeme örnekleri sağladığını ve test çalışmalarını başlattığını belirtti. Şu anda ilgili çalışmalar hala test aşamasında ve iş performansını etkilememektedir.

Berkshire Hathaway's financial report points out the geopolitical event risk yükselis, conflicts between governments affecting sales, costs, Arz Ağı, assets and employees, and international trade policies may have a negative impact on operations.

19 Kasım'da, uzun süredir faaliyet göstermeyen Jiangsu Rongsheng Heavy Industries Limited şirketinin önemli ölçüde yeniden faaliyete geçmesi bekleniyor. Çeşitli kaynaklardan edinilen bilgilere göre, Rongsheng Heavy Industries, en kısa sürede önemli adımlar atacak ve şu anda yeniden faaliyete geçmeden önce hazırlık çalışmaları yapılıyor, bunlar personel alımı, tersane ekipmanlarının onarımı ve ticaret bilgilerinin değişimi gibi işleri içeriyor.

Trump's team is cautiously optimistic about his performance in the election, considering it to be the strongest in years, especially compared to the results of opinion polls. Trump's team believes that if all his supporters go out to vote, he should win. Voter turnout will be a key factor.

Golden Finance reported that Citigroup analysts said that elections often have a significant impact on the market trend before the vote, but traders seem to be more focused on other things this year. Analysts pointed out that several market indicators that usually flash before the US election are significantly calm this year, indicating that concerns about the election's impact on the market may be less than in previous years. They believe that traders are not following the election, but rather the US economy and earnings season. (Jinshi)

Morgan Stanley'nin Mike Wilson, ABD başkanlık seçimleri sonrası yatırımcıların rahatladığını ve yıl sonu 'kaybetme korkusu' (FOMO) psikolojisiyle birlikte S&P 500 endeksinin yıl sonuna kadar devam ederek %5 yükselme ve pompalama yaşayabileceğini, ancak belirgin bir katalizör görmediğini, bu tutkunun 2025 yılıyla birlikte azalabileceğini belirtiyor. Endeksin en yüksek 6100 puana yükselebileceği tahmin ediliyor, ancak bu yıl 'herhangi bir durumda' bu seviyenin üstesinden gelmeyeceği çünkü değerlemelerin çok yüksek olduğu ve 2025 yılına doğru ilerlerken kazançların daha da genişlemesinin zor olduğu belirtiliyor.

Gold Finance reported that the Bollinger Bands of BTC have recently narrowed to the lowest level in history, indicating that the market is about to face significant price fluctuations. Technical analyst Tony Severino pointed out that this phenomenon of 'Bollinger Band contraction' is usually accompanied by significant price changes and has historically led to multiple bull markets.

Gold 10 data on October 25th, Yum Brands announced that, out of caution, it will delist fresh onions from some KFC, Pizza Hut, and Taco Bell brand stores. The company is following the recent outbreak of E. coli infection related to McDonald's stores in the United States.

Odaily Planet Daily News According to the market, Solana's ecosystem Meme project SHAR's price approached 0.06 US dollars after its launch today, with a market value in the range of 40 million US dollars. However, on-chain detective ZachXBT pointed out that the project involves conspiracy groups and KOL manipulation. According to a leaked message from a promotional platform, the project claims to have 50 "first-level" KOLs.

Gold Finance reported that community user Marans Crypto posted a message stating that the bad guys on social media have gotten out of control. Thanks to CZ for reminding the community to be alert to fake CZ.