@macrofang 's latest report is here⬇️：
#BTC : Positive Momentum Building, Despite Fake ETF News mirror.xyz/0x9245685A44810A4…
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「Full on-chain games」refer to games where both the game rules and data are stored entirely on the #BLOCKCHAIN . And why games should embrace blockchain ? Composability and #OpenEconomy are the key reasons. #Web3Gaming
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🧵3 factors for the #Crypto 🐂market in 2020:
1⃣Global central bank monetary easing during the epidemic
2⃣Innovations led by newly launched chains and DeFi
3⃣Credit rating upgrades targeted by the Grayscale Trust Fund
By studying the past, what to expect for the future?
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Our trader @macrofang is bullish on $BTC hitting 30K by October.
The reason is simple: US equities have shown impressive resilience despite ongoing economic worries. Earnings are solid with S&P 500 companies topping expectations.
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@Blast_L2 's TVL is over $1.2B, it's time to focus on its ecosystem. @SphereX_XYZ is the first perpetual #DEX on Blast.
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From @crypto_0xhawk research analyst of PSE Trading
@Starknet has announced the release of its #appchain, which allows for customized chains using Starknet Stack. Similar to @optimismFND Superchain, @arbitrum Orbit, @zksync Hyperchains.
What are the differences🧐🧵
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The #CPI data is freshly released, and our trader @macrofang made her own analysis based on the data⬇️
The Full Article：mirror.xyz/0x9245685A44810A4…
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Something you must read：an excellent report about #AI #Web3gaming #Crypto
「AI Agents: Guiding Web3 Gaming into a New Epoch」by our analyst @minta ⬇️
🧵1/12 AI Agents: Guiding Web3 Gaming into a New Epoch 🕹️🤖
mirror.xyz/0x9245685A44810A4…
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Macro Weekly from @XtineFang
1️⃣ #SPX : Tariff Headwind Far from Over
- Tariffs larger than anticipated, coupled with rising recession risks, drove a sharp sell-off led by cyclicals like Energy (-7.5%), Banks (-9.0%), and Consumer Durables (-10.5%), with SPX dropping 4.8%.
- Reciprocal tariffs, including non-tariff barriers, amount to a ~25% tradeweighted global rate, surprising markets negatively and raising growth and inflation concerns.
- Cross-asset volatility reached crisis levels; hedges such as IEF calls, XRT puts, and QQQ puts remain favored as risk-off sentiment deepens.
- US domestic vs. international sales pair rose 420bps today, up 7.5% for the week, reflecting continued uncertainty and risk aversion.
#Crypto #Bitcoin
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Our new < #Bullish Outlook: #Bitcoin Poised to Reach 100K This Cycle> is updated.
#Crypto #BTC
mirror.xyz/0x9245685A44810A4…
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@macrofang 's new report said that #Bitcoin📷 prices rallying hard over the past two weeks (from up 28K to 34K USD) because investors are anticipating a “yes” from the SEC on spot #BitcoinETFs . This hope is shown in how well $BTC is doing compared to $ETH .
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Mai Capital Limited, a leading asset management company in Hong Kong, recently announced that it will launch a virtual asset fund - the PSE Trading Flagship.
finance.yahoo.com/news/maica…
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Christine Fang, Managing Partner of PSE Trading, discusses the current market volatility and China's likely response to escalating tariffs.
#crypto #Bitcoin #trading
piped.video/1Te2BJig7Dg?si=7hNn…
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#ZKP in the #Ethereum ecosystem reveals its potential in cracking the #blockchain 's trilemma - the trade-off between security, scalability, and #Decentralization . But why is ZKP so critical while user experience is awful? And why ZKP can't make a large-scale implementation?
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Macro Weekly from @XtineFang
1️⃣SP500: Rallying ahead of FOMC
Downtrend reversed quickly by Tuesday, with market expecting FOMC rate cut. Mag7 continue to lead the rally, with TSLA reaching new highs.
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Macro Weekly from @XtineFang
1️⃣SPX: Retrace on Bad Payroll + Tariffs News
• Weak Payroll Data: Payroll reports showed a significant 1 std miss, -ve revisions, and an unemployment rate approaching 4.3%, indicating a troubling labor market.
• Market Expectations: Consensus expected 105k payrolls (±16k) and an unemployment rate rising to 4.2%, signaling low confidence in job growth.
• FOMC Policy Challenges: The disappointing payroll
data complicates FOMC policy decisions, especially
amidst potential high inflation, as they must balance
employment and inflation mandates.
• Cautious Labor Market Outlook: While recent job
data scares haven't caused panic, a rise in layoffs
could change that quickly.
Market Sentiment
• Cautious in Aug: Lower conviction on US Equity Beta
• Hedge: Buy IWM Puts
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Christine Fang, our managing partner, will speak at Blockwork's Digital Asset Summit 2025 (March 18-20) in NYC. @blockworksDAS
She will be speaking at the following Panel：
The Year Ahead for Bitcoin | March 20 | 2:40-3:20PM|
lnkd.in/dM_GzC2S
lnkd.in/gk4m-zfZ
#Crypto #Blockchain #Web3 #Bitcoin
Humbled to join industry leaders like @saylor as a speaker at @blockworksDAS 2025 (Mar 18-20) in NYC!
📅 Catch me at:
• Panel: The Year Ahead for Bitcoin | March 20, 2:40-3:20 PM
Grateful to @PSETrading for the support. Our fund achieved +406% ROI this bull run (July 2023 - Jan 2025) through early BTC/ETH positions and strategic altcoin picks. (Audited results)
• pls reach me via: DM or christine.fang@psetrading.io to learn more or explore investment opportunities with PSE Trading!
*special thanks to: @arthur0x for connecting me with the BW team & @0xkyle__ for convincing me to attend
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The asset issuance protocols on the #Bitcoin have become the focus of everyone's discussion. Our intern @JohnHol10 wrote a report about the asset issuance, which including #BRC20 #Runestone #Taprootasset .
mirror.xyz/0x9245685A44810A4…
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Macro Weekly from @XtineFang
1️⃣SPX: 5 Considerations Going into 2025
The market ended the year on a strong note, with the SPX climbing 1.3%, driven by gains in Tech (+1.6%), Discretionary (+2.4%), and Banks (+1.5%).
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Macro weekly from @XtineFang
1️⃣SPX: Great Unwind to Great Rewind
Tariff Walk Back: #SPX almost back to ATH
• Great Rewind: The SPX has surged by 19.6% from the 8-April closing low, now just 3% shy of its all-time high on 19-February.
• More Upside in the Short Term: Systematic buy flows, lack of immediate event risks, and "good enough" growth data for both EPS and GDP contribute to further potential upside risks.
• Time to Hedge: It's recommended to delay setting hedges until systematic buy flows have subsided.
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#Intent — the intent layer will significantly reduce the operational barriers for everyone, which is the core significance of why intent will ultimately be promoted.
It simplifies complex operations and interaction processes on the #blockchain , making it more user-friendly.
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Macro Weekly from @XtineFang
1️⃣SP500: Strong Rebound on Good CPI
• Positive CPI data has improved equity risk sentiment, driving a rebound in the market.
• Early 2025 data aligns with the FOMC's December SEP update, supporting optimism in equity risk.
• Current preference leans towards large-cap growth stocks, but small-caps and banks may gain traction if next week's headlines remain calm.
• Aggressive tariff developments could benefit domestic-focused equities over foreignexposed investments.
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#Macro Weekly from @macrofang ⬇️
1⃣️Santa Claus Rally: US equity seasonality is positive into year-end
A year-end rally is anticipated, with the #CPl and #FOMC meetings on Dec 12-13 likely to be influential.
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🚀We are thrilled to be an official partner of #MetaEraSummit2023, one of the most anticipated #Web3 events in Asia😎
Join us in #Singapore this September to explore the latest #Innovations shaping the future of the digital world!
Register now 🔥
metaerasummit.com/
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The Satori Trading Competition 2025 is here! 🚀 Exclusively for university students, this is your chance to trade real-time with $1,000 USDT and dive into the crypto world on the @SatoriFinance platform.
🏆 Prizes & Recognition:
🥇 1st Place: $5,000 USDT
🥈 2nd Place: $3,000 USDT
🥉 3rd Place: $1,000 USDT
⬇️ Check out our poster for details.
Let’s trade, compete & win big! 🔥 @PSETrading
#SatoriFinance #CryptoTrading #TradingCompetition
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Chinese version🀄️：
mirror.xyz/0x9245685A44810A4…
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Our new report about #rollup had released ⬇️：
mirror.xyz/0x9245685A44810A4…
#Cryptocurency #Ethererum $ETH #EVM
The author @crypto_0xhawk focuses on the following issues in the article：
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The Newest Macro Report is here @macrofang ⬇️
#BTC : Fed Hopeful on Soft Landing
mirror.xyz/0x9245685A44810A4…
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With #FOMC coming, will #Crypto usher in a night of volatility? 🔥
🔔Time：9/20 20:30(UTC+8)
Looking forward to the collision of ideas tomorrow night！#BTC
🔥 FOMC在即：Crypto是否迎来波动之夜？ 🔥
⏰：2023年9月20日 20:30 （UTC+8）
主办方: @MetaEraCN , @PSETrading
主持人：@ClaireGu1
特邀嘉宾: @punk8185, @kw666_2006, @salonbus1024, @macrofang, @0xwayne_z, @WilliamLu126, @hashederic
🔗: nitter.app/i/spaces/1nAKEaOjkjXKL
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#MacroWeekly from @macrofang 🥳👀
1⃣️Strong Macro Data= Good for market
We remain positive stocks into year-end with a preference fo Tech,Growth or Momentum.
2⃣️Events this week were neutral or positive(UST, #FOMC , #AAPL ,NFP)
A rally into year-end feels more likely.
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#Macro Weekly from @macrofang
1⃣ US Equity: Strong 2023, Heading into 2024
Growth data is expected to be a more significant catalyst than inflation in 2024. Market leadership is expected to broaden as earnings do the same.
#BTC #cryptocurrency
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Macro Weekly from @XtineFang
1️⃣ SP500: Fed Cuts Gone => Equities Down
-Strong US jobs report: Nonfarm payrolls surged by +256k, with unemployment dropping to 3.9% (vs 4.2% expected), pushing Treasury yields higher, particularly at the front end.
-Equity market decline: Rising yields pressured equities, with the S&P 500 down 1.5% and Nasdaq Composite falling 1.6%.
-USD strength and FX movements: The USD rose, testing 110 in DXY, while EURUSD ended below 1.0250 and GBPUSD fell towards 1.2200. USDCAD rose on strong Canadian jobs data, while USDJPY fell below 158.00 after rejection near 159.00.
-Crude oil rally: Oil prices jumped 3%+, driven by
idiosyncratic factors rather than broader market trends.
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Macro Weekly from @XtineFang
1️⃣ #SPX : Solid Week for #Equities & #Crypto
• SPX: Stocks had a strong week, with the S&P 500 up 0.6%. Gains were led by Software (+2.1%), Capital Goods (+1.6%), and Utilities (+1.6%), while Health Care (-2.6%) and Energy (-3.9%) lagged. Momentum stocks rose 2.0%, reflecting a "risk-on" sentiment.
• Key Market Themes: Power generation (+5% weekly, +49% since April) and AI stocks (+3.7%) continued driving gains. However, stretched valuations and sector overlaps now make the risk/reward less favorable.
• Inflation and Bonds: Short-term inflation expectations rose (2-year breakeven +8bps), and the 30-year Treasury yield briefly exceeded 5.05%, driven by inflation data and Fed headlines.
• Economic Data: Reports were better than expected, with stable retail sales, unemployment claims, and softer inflation concerns. Positive surprises in economic data hit their highest level since 2021.
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As the #blockchain industry has evolved, the #DeFi sector has matured significantly, with lending being a core component. During bull markets, lending often serves as the fuel that ignites market trends.
#cryptocurrency #BTC
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Macro Weekly from @XtineFang
1️⃣SP500: Recovering from #FOMC Shock
Performance Divergence: Low Risk and Quality stocks performed well, while high-yield credit spreads widened by over 20 basis points week-over-week, indicating a risk-off sentiment in the market.
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Macro Weekly from @macrofang
1️⃣ SPX: And Just like That... Back to ATH
Market View: Stay Cautious till 6-Sept Payrolls
-Medium-term risk/reward is poor due to the importance of 6-Sep payrolls.
-Positive tactical view despite poor medium-term risk/reward.
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@CALVINZAHNG, the research analyst at PSE Trading, shared some #takeaways after watching the ETHcc livestream.
The threads discussed included #data availability, intent-based architecture, Vitalik Burtein, shared sequencing, #LSD, and token modeling.🧵
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#Macro Weekly from @macrofang
1⃣️After #ETH ETF Approval: ls There Selling Pressure?
#SEC Announces Approval of Eight ETFs: SEC's announcement allows exchanges to list eight ETFs, signaling a positive development for the #cryptocurrency market.
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🧐 < $BTC 2024 Outlook: 11 #Bitcoin Spot ETFs Approved, What’s Next?> from our @macrofang
mirror.xyz/0x9245685A44810A4…
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New AMA is coming，our @leeel1102 is here🫡
🔥 #ZKFair : Dive into a Fair #L2 Ecosystem 🔥
⏰Time：Jan 5, 23:30 UTC+8
Host： @MetaEra_Media @ZKFCommunity
Cohost: @BitMartExchange @AscendEX_ @fenbushi @PSETrading
🚨 #AMA Alert 🚨
🔥 #ZKFair: Dive into a Fair L2 Ecosystem 🔥
🎙️ Host: @MetaEra_Media , @ZKFCommunity
🎙️ Co-host: @BitMartExchange , @AscendEX_ , @fenbushi , @PSETrading
⏰: Jan 5, 10:30 AM EST
🔗: nitter.app/i/spaces/1LyGBnY…
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Macro Weekly from @macrofang
1⃣️No News Flow=Weak Markets
#Crypto struggling to sustain gains, given lack of news flows.
Similar trend as $BTC , where weakness seen after ETFs news of approval baked into price action.
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Seasonal trends and futures expiration also play a role in boosting ETF flows, with patterns in 2024 aligning with historical norms, indicating these factors contribute to the substantial ETF activity.
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Macro Weekly from @macrofang
1⃣️US Equities: Market Pricing Bullish Start of 2024
Last year, stocks dealt with rate cuts being priced out just fine as the economic surprise data were strong. The bar is higher this year, but no reason why it can't play out again in 2024.
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Macro Weekly from @XtineFang
1️⃣SP500: Market Rally & Election Trade
- Stocks rose due to positive payrolls and dovish Fed
comments, with a strong rotation into Tech and Growth sectors.
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The market took a 2% tumble after Powell’s hawkish message, which was pretty much what we expected. He talked about cooling #inflation , strong growth, and a commitment to keeping rates high to keep inflation risks in check.
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2️⃣ BTC: Not Time to Buy the Dip… Yet
Stay Cautious: Tariff Headwinds Still Strong
- We are staying cautious and not buying the dip as the market grapples with larger-thanexpected tariffs and heightened recession risks.
- The risk/reward outlook remains poor, with upcoming earnings, tax/budget negotiations, and persistent tariff uncertainties compounding the challenges.
- The addition of non-tariff trade barriers further limits negotiation opportunities, increasing overall uncertainty.
- While hedge costs have risen, we prioritize downside protection through various alt shorts.
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$BTC is More Bullish after #FOMC
The Fed has decided to leave policy rates unchanged on Wednesday at 2 PM, as anticipated. Impact of the market was immediate. Stocks and #BTC rallied — risk sentiment ON.
#cryptocurrency
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4️⃣ Apr 4 Payrolls: Remains Significant
- April 4 payroll data (140k jobs, 4.1% UR consensus) is crucial despite tariff concerns overshadowing it.
- A strong print may prompt a modest 100-150bps
relief rally but could fade due to tariff overhang.
- A weak print (95k jobs, 4.2% UR) risks further downside, signaling pre-tariff economic weakness with FOMC cuts unlikely to fully offset recession risks.
- Options straddle breakeven at +/-1.6% is the widest since Oct 2022, far above the 12-month average of +/-91bps.
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It is an honor to be one of the participants supporting #Web3 Open- @MetaEra_Media Reunion in Dubai !
#Token2049 #btc #crypto
🤝 We are thrilled to unveil that @PSETrading will be sponsoring "Web 3.0 Open - Meta Era Reunion in Dubai" during #TOKEN2049 Dubai!
🔍 PSE Trading is a trading & investment firm specializing in the #blockchain and digital asset fields, with a unique focus on #Web3 technology. It excels in four key areas: VC investment, asset management, acceleration & consulting, and research & analysis.
🎟 Pre-Register: eventbrite.com/e/85139057111…
#Web3 #MetaEraDubai #CryptoEvents
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Macro Weekly from @XtineFang
1️⃣SP500: Market Rebound Amid Policy Risks
Sector Performance and Beneficiaries
-Despite policy risks, stocks rebounded, with Health Care and foreign sales exposure facing challenges while gold, small caps, and M&A targets showed benefits.
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#MetaEraSummit is coming🔥. The global #web3 investment vanguard is convening under one roof.
🔥 Meta Era Summit Official Agenda 🔥
Connecting Global Leaders and Top Investment Firms to Unveil Opportunities and Innovations in Asia’s Thriving Web3 Industry on September 12
Details: medium.com/@metaera2022/meta…
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🔥Only 3 days left 🔥
@MetaEra_Media HK #Web3 Spring Summit 🚀
🎊Only 3 days left until the opening of the Meta Era "Hong Kong Web 3.0 Spring Summit" on April 4th!
Meta Era will facilitate significant ceremonies such as the establishment of the Web 3.0 Investment Institutions Alliance and the APAC Web 3.0 Legal Think Tank.
#MetaEra
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#Macro Weekly from @macrofang
1⃣️US Equity Risk: Payrolls on the Radar
Equity risk remains positive following a busy week, with a soft landing considered more likely due to strong labor data and a #FOMC cutting bias.
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Despite this, mutual funds remain nearly fully invested with a low liquid asset ratio of 1.4%, the lowest since at least 2007, suggesting limited flexibility for further investments.
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WE ARE HERE! 🔥🔥🔥
#HongKongWeb3TechWeek
🎊 重磅官宣！#香港Web3科技周 ，Meta Era 与 @PSETrading 携手合作，共同呈现年度盛事——《香港 Web 3.0 安全科技峰会》，不要错过这次与行业领袖同台的机会！
🔗Eventbrite：urltiger.com/TBamq
🔗活动行：hdxu.cn/YsQ9R
🔗Web3科技周：web3techweek.hk/
🎉 一场不可错过的 Web 3.0 安全技术探索之旅，等您来加入！
#Web3techweek #MetaEra #Metaverse #Technology #Web3
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Macro Weekly from @macrofang
1️⃣SPX: Made ATHs on FOMC 50bps Cut
-FOMC easing could benefit equities, especially small cap and high-risk stocks.
-Risk remains due to near borderline payroll growth.
-FOMC on a 25bps path; next CPl release on 10-Oct will be significant.
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The #DAlayer is essential in the modular blockchain, acting as the storage layer for valuable transaction data.
@crypto_0xhawk from PSE Trading discusses various DA layer projects, including @CelestiaOrg, EigenDA,
@EspressoSys, and ETH Proto-Darksharding.
3⃣ The shared sequencing scheme with a good incentive distribution mechanism will be adopted by the top Rollups.
Read the full article😇
mirror.xyz/0x9245685A44810A4…
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We are proud to sponsor the upcoming NYU #Blockchain Conference, a gathering of top innovators and thought leaders in the blockchain space. @nyubnf #crypto #BTC #Ethereum
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5️⃣US Government Credit Rating Downgrade
• Deficit Increase Challenges: A $2.5 trillion deficit increase is projected over 10 years due to $3.8 trillion in tax cuts and $1.3 trillion in spending cuts, with narrow GOP majorities complicating compromise.
• Moody's Downgrade: US credit rating was lowered from Aaa to Aa1, echoing the 2011 downgrade during the debt ceiling crisis, heightening risk concerns.
• Deficit-to-GDP Concerns: The deficit was 6.4% of GDP in 2024—higher than 2011's 8.7%, which fell to 2.4% by 2015 through spending controls.
• Weaker Market Conditions vs 2011: Current market
conditions are less favorable, with the S&P 500 forward P/E at 21.8x (vs. 11.1x in 2011), recent market rally of 13% (vs. a 12% sell-off in 2011), and a 10-year yield nearly 200bps higher. The VIX is much lower today at 17.2 compared to 32 in 2011.
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Our new report about #FOMC from @macrofang ⬇️
mirror.xyz/0x9245685A44810A4…
The Federal Reserve has for the third time maintained its interest rates, indicating an end to its aggressive rate hike campaign, and forecasting a sequence of cuts starting in 2024.
#BTC #cryptocurrency
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Our analyst @CALVINZAHNG gives his unique perspective on the above topics⬇️
mirror.xyz/0x9245685A44810A4…
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We found @raft_fi 's value at an early stage and kept an eye on it. Eventually $RAFT will launch tonight. 🚀
#LSDFi #Ethererum #stables
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Macro Weekly from @macrofang
1⃣SPX:A Clean Risk on Week
SPX increased by 1.9%, with significant gains led by Utilities, outperforming the index by nearly 13% since the end of February. Other sectors showing growth include Materials (2.6%), Banks (3.3%), and CapitalGoods(2.9%).
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Macro Weekly from @macrofang
1⃣️#Macro Looks +VE: Jobs data should remain a positive catalyst
The S&P 500 has traded higher on the past 3 payrolls reports.
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Citi expects the FOMC's median dot plot to indicate three rate cuts next year. However, Powell will highlight that the rate path remains uncertain and dependent on data.
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Macro Weekly from @macrofang
1⃣️ May: Weak Month for Stocks Market Summary
Performance of other assets and indices：
-Top hedge fund holdings (CGTSFUND): fell 1.2%
-Copper: down 3.2%
-Russell 2000 outperformed NASDAQ by160bps w/w
-Citi Pure Momentum (CllSPMUD: lost 0.2%
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3️⃣How LONG are Institutional Investors?
Large mutual fund betas are above 1x, showing market risk exposure; however, this risk has eased since its peak on November 1.
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Macro Weekly from @macrofang
1️⃣ Crypto: Slight Bounce Back on #ETH S-1 News
- #Crypto continued to slow bleed downwards given lack of news.
- $BTC breached $64K mark on June 18.
- Market quickly bounced back after $ETH ETF news ofS-1 reports, expected on July 2.
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DOJ Selling BTC: Selling appears to similar with Germany selling. Could surpress price + sentiment going into Jan 20 inauguration.
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High equity funding rates make ETFs an attractive option for asset managers seeking beta exposure, contributing to the strong inflow dynamics.
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#Takesways🧐
1⃣ Modular blockchains use a hierarchical structure to reduce the node hardware threshold and achieve network expansion.
2⃣ DA layers have adopted various technological innovations to ensure data availability and restoration.
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#Macro Weekly from @macrofang
1⃣️Market Sentiment: Expecting Lower Probability of Rate Cut
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#Macro Weekly from @macrofang
1⃣️Focus: Chinese New Year boon
Chinese New Year (CNY) often sees crypto rally, and 2024 was no different for #BTC and #ETH . Volumes this year have also followed the same pattern of falling into the event and rising thereafter.
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@macrofang thought the #BTC FUD had been cleared, it's time to bullish $BTC .
mirror.xyz/0x9245685A44810A4…
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New Space is Coming Soon🥳🤓
$BTC ecology: booming development, is a #Bull market coming or is it volatile?
⏰ November 9 20:30(UTC+8)
🔗nitter.app/i/spaces/1DXGyjkdaeeJM
#cryptocurrency #BTC #BRC20
"BTC 生态：火热发展，牛市来临还是波动？”
⏰ 11月9日 20:30 UTC+8
🔗 nitter.app/i/spaces/1DXGyjk…
🎁 抽送 1 套火币 10 周年礼盒
1. 关注主办方 @MetaEraCN, @HuobiGlobal
2. 点赞+转推+@ 3个好友
3. 参与Space并提问
👉 加入我们与重磅嘉宾一起了解最新市场行情！
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Despite conditions typically favorable for value and small caps, such as higher yields and oil prices, Growth outperformed, with NDX significantly outperforming RTY.
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@BlackRock , the world's largest asset management firm, and several other institutions simultaneously submitted applications for a Spot Bitcoin ETF to the SEC. The arrival of Spot #Bitcoin ETFs seems unstoppable.
Our new report wrote by @JohnHol10 is all about #Bitcoin ETFs.
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Mag 7 basket rose 2%, while the rest of the equal-weighted SPX fell 1.8%; Estimate Momentum and Quality styles registered minor gains.
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Macro Weekly from @macrofang
1⃣️CPI (Mar 12): To Frame #FOMC Decision
The upcoming, March 12 #CPl data plays a crucial role in shaping FOMC decisions, marking a departure from recent trends.
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i love openai, and everything i’ve done over the past few days has been in service of keeping this team and its mission together. when i decided to join msft on sun evening, it was clear that was the best path for me and the team. with the new board and w satya’s support, i’m looking forward to returning to openai, and building on our strong partnership with msft.
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A thread explains to you clearly what #Intent is⬇️
一个线程跟你讲清楚什么是“Intent” 🧵
1/ 想象一下，“Intent”就是个大盒子，你把“目的”丢进去，它帮“目的”之间相互撮合，找到整体最快捷的路，完成你的需求&达到全局最优 📦#简化操作
2/ 在以太坊的世界，“Intent”就是个解决方案，它让DeFi不再高不可攀，通过友好的界面，比如你的手机钱包，达到 #MassAdoption。 🌍💹 #以太坊 #DeFi
3/ “Intent”的魅力在于它大大降低了你的操作门槛，让复杂的区块链操作变得简单直观。一步到位，轻松完成目标，就是这么贴心。 🛠️➡️🎯 #用户友好
4/ “Intent”有三大看点: 它让你专注“结果”而非烦人的“过程”; 它让你把执行任务的烦恼交给系统; 最后，它确保你可以轻松查看和验证结果。 ✅ #结果为王
5/ 深挖“Intent”，你会发现它的三重奏: 它简化了你的操作，优化了链上资源，最终目的就是让更多人能容易使用以太坊，推动大规模采纳。 🚀 #链上优化
6/ “Intent”的出现让未来的链上生态更加丰富多彩，它让冰冷的技术变得温暖，理解和响应你的需求，展现了区块链技术的多种可能性和新视角。 🌱🔄🌈 #区块链未来
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3⃣️Capital support, bundling with other mature projects, and enjoying bonuses from other ecosystems.
4⃣️True paradigm innovation.
#cryptocurrency #LSDFi #ETH
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Happy weekend!
Our research analyst @CALVINZAHNG at PES Trading just started learning about @axiom_xyz
Stay tuned for more updates on more projects! #Axiom #Layer2 #DeFi
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4️⃣Trump 2.0: Tough Inauguration Outlook
Trump 2.0 Looks to Weigh on Markets
-US markets face early challenges in Trump’s 2nd term: with equities erasing gains, credit markets underperforming, and the S&P500 near its 100-day moving average.
-Trump's policies appear more extreme than expected: with radical signals on tariffs, tax cuts, immigration, and foreign relations increasing uncertainty.
-Markets face higher hurdles than in 2016: with elevated valuations (higher S&P500 P/E) and real yields (230bps vs. 50bps), straining risk assets.
-Trump’s inauguration faces rising bond yields, higher oil prices, and falling equities, with the Fed likely to pause rates. Equities remain unattractive, and implied volatility looks undervalued.
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$ZRD holders transfer all their risk exposure to $ZRS, and $ZRS bears the risk and gains the return
#Crypto $ZEPH
看了看 $ZEPH, 这个币生成稳定币的机制很有趣：
主要是生态内引入了两波彼此对冲的角色，是得 无论 $ZEPH 价格涨跌， 都会由两波人的盈亏对冲， 剥离平台风险：
- A 想要 $ZEPH 转换为稳定币 , 那么将 $ZEPH 转化成稳定币 $ZSD （价值1美元）； 需要 ZSD铆钉1美元， 如果$ZEPH 涨， 这个模型是没问题的， 因为$ZEPH 涨了， 平台对付 $ZSD 是没有问题的。 问题在于 $ZEPH 跌了，怎么保证 $ZSD 的对付？
-于是平台引入 对冲者 $ZRS ，如果 $ZEPH 涨了 盈余部分分给 $ZRS ；如果 $ZEPH 跌了，则要承担责任。
总结： $ZRD 持有者出让自己所有的风险敞口 给 $ZRS , $ZRS 承担风险的同时获得收益
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#MacroWeekly from @macrofang
1⃣️Fed Pivot: Dependent on Inflation Data going Forward
Williams said on Friday that*the market in a way is reacting very strongly, maybe more strongly, than what we are showing interms of our projections.
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Interoperability is crucial🧐
You can imagine the faster efficiency with protocol communications, trade-off #Decentralization and higher security🦺
@cryptodabiaoge1 research analyst @PSETrading shared his insights and several types of cross-chain interoperability protocols 🧵
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4️⃣ #ETH ETF: Inflows Picking Up
• #Bitcoin ETF Inflows Driving Price Action: Since the launch of spot BTC ETFs in January 2024, inflows have been strong, totaling $16 billion YTD (as of July 11).
• Ethereum ETF Growth: Spot ETH ETFs began trading in late July 2024, with year-to-date net inflows of ~$3 billion. Recently, flows into #Ethereum ETFs have picked up sharply, signaling increased investor demand.
• Futures Positioning Trends: Asset managers are
increasing long positions in $BTC and $ETH futures
after a dip, while hedge funds are significantly increasing their short positions in ETH but reducing them in BTC. Some of these strategies involve "basis trades”. OI for ETH futures has surged, whereas BTC futures OI has declined.
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@CALVINZAHNG 's new article will explore the significance of Intent in the $ETH landscape, as well as the potential impact it may have in the future.
mirror.xyz/0x9245685A44810A4…
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