ChainCatcher news, BitMEX co-founder Arthur Hayes explained in his latest blog post why he believes the crypto market will peak in mid-March and then experience a significant correction. The article states that previously, in the third quarter of 2022, when the Federal Reserve's reverse repurchase tool peaked, Bitcoin hit its bottom; Yellen adjusted the bond strategy, withdrawing over $2 trillion from the RRP to inject liquidity into the market, driving up cryptocurrencies and stocks. In the first quarter of 2025, the market will focus on whether the dollar liquidity can offset the impact of the slow implementation of Trump's policies. If liquidity is sufficient, increasing risk exposure will be a safe choice.The Federal Reserve's factors are secondary in the analysis, with a focus on how the Treasury will respond to the debt ceiling. If politicians hesitate, the Treasury may inject liquidity from the General Account (TGA), creating a positive atmosphere for cryptocurrencies. The Federal Reserve's quantitative tightening policy continues, but the RRP scale is nearly zeroed out, and RRP rates are lowered to reduce attractiveness. This move aims to boost demand for U.S. Treasuries and lay the groundwork for stopping QT and other policies. Yellen revealed that the Treasury expects to take "extraordinary measures" to raise funds in mid-January. When the increase in the debt ceiling will gain political approval tests Trump's support. It is expected that from May to June, the balance of the Treasury's General Account (TGA) will be exhausted, and the market may react in advance. By the end of the first quarter, the total dollar liquidity from the Federal Reserve and the Treasury is expected to be $612 billion. As the default and shutdown crisis approaches, an agreement will be reached to raise the debt ceiling, the Treasury will resume borrowing and replenish the TGA, leading to a decrease in liquidity. After the tax deadline on April 15, the government's financial situation will improve, and liquidity will also decline. If the TGA balance dominates cryptocurrency prices, the market may reach a high point by the end of the first quarter and then decline.Yellen lowered the rate for issuing short-term Treasury bills, causing Powell's strategy to tighten financial conditions to combat inflation to fall short. Although Trump's team may perform poorly in cryptocurrency and corporate legislation, a positive dollar liquidity environment may offset this impact. Hayes stated, "I advise investors to sell in the late first quarter and wait for liquidity conditions to improve in the third quarter. As the Chief Investment Officer of Maelstrom, I recommend risk-takers shift to aggressive mode and venture into the decentralized science (DeSci) altcoin space. If things go well, I will reduce baseline positions in March."

According to the "Market Insights for January 2025" report published by Binance Research, the crypto market capitalization soared to a historic high of $3.91 trillion in December 2024, driven by regulatory optimism, institutional adoption, and Bitcoin reaching an all-time high of $108,000. However, as the Federal Reserve reduced its interest rate cut plans for 2025 from four times to two, the market experienced a correction at the end of December, with a market cap evaporation of over $0.5 trillion.Bitcoin's market cap grew by approximately 123.4% for the year, becoming the seventh-largest asset globally, surpassing Saudi Aramco and silver, only behind Nvidia's performance. Key drivers included the approval of spot ETFs, Bitcoin halving, changes in monetary policy, and more crypto-friendly regulatory expectations.Additionally, the market cap of Ethena's USDe has reached $5.9 billion, surpassing DAI to become the third-largest stablecoin, thanks to its high yield and use as collateral on Aave. Decentralized spot and perpetual contract trading volumes reached historic highs of $326 billion and $356 billion in December, respectively, while decentralized perpetual trading volume grew over 370% for the year, primarily driven by Hyperliquid.The TVL in the DeFi sector also hit a new high, with lending protocols and liquid staking protocols reaching $55 billion and $71 billion, respectively. AI agents are gradually becoming an emerging hotspot in the crypto space, with related tokens reaching billions in market cap and an average daily exposure of about 100,000 times, with representative projects including Virtuals and ai16z's Eliza framework, as well as individual agents like aixbt.

ChainCatcher message, Bloomberg columnists Marcus Ashworth and Mark Gilbert's key takeaway for 2025 is: buckle up, it’s going to be a rollercoaster ride.Regarding the future of Bitcoin, they pointed out that Nobel Prize-winning economist Paul Krugman stated last month on the Bluesky social platform that although Bitcoin has surpassed $100,000, there are still no legitimate use cases even after 15 years.The recent surge in Bitcoin prices has at least one identifiable catalyst: the hope that the Trump administration will take a more lenient stance on cryptocurrencies. This expectation is likely to be realized under the leadership of incoming SEC Chairman Paul Atkins, who is believed to have a more favorable attitude towards the crypto market than his predecessor, and the regulatory environment is almost certain to become less hostile.

ChainCatcher news, according to The Block, Pantera Capital general partner Lauren Stephanian expects "some large acquisitions" to occur in 2025.She explained, "Strategists have been accumulating capital, and as token prices rise, the scale of funding has also expanded. Many companies and protocols are now seeking to absorb competitors and increase their output in this market."

ChainCatcher news, according to The Block, Blockchain Capital general partner Kinjal Shah expects that the scale of crypto market financing will rise with the strengthening of the market in 2025, but it will not return to the historical highs influenced by the macro economy in 2021-2022. The company will continue to seize market opportunities, focusing on areas such as stablecoin infrastructure, innovative distribution models, and DeFi platforms that connect institutional and retail users.

ChainCatcher news, according to The Block, Hong Kong and Singapore have led the regulatory progress of the Asian cryptocurrency market in 2024. The overall outlook for 2025 is that the Asian market will further develop its regulatory environment, potentially refining its framework to enhance the adoption of cryptocurrencies.Industry insiders believe that if Hong Kong is the only jurisdiction offering staking features, it could bring new advantages, and markets like Singapore and Hong Kong may launch more innovative financial products and refine their frameworks to promote adoption.

ChainCatcher news, Greeks.live analyst Adam posted that although the European and American markets have entered the Christmas holiday break, the cryptocurrency market has seen a significant rise driven by Bitcoin. Due to poor market liquidity during the Christmas holiday until the year-end settlement period, the momentum required for price fluctuations is minimal.In terms of options, the short-term implied volatility (IV) has decreased compared to the previous day, and market makers are nearing the end of their rollovers, with IV expected to remain stable until the end of the year. Currently, the maximum pain points for Bitcoin are at $84,000 and for Ethereum at $3,000; these annual maximum pain points may fail as they have in previous years.

ChainCatcher news, Coinbase recently released a cryptocurrency market outlook, highlighting five areas to watch in 2025:Stablecoins are just getting startedStablecoins have become a killer application in crypto, with a market cap of $193 billion and a trading volume exceeding $27 trillion, a threefold year-on-year increase. It is expected that within five years, the market cap could reach $3 trillion, with primary applications shifting from trading to global capital flows and commercial sectors.RWA tokenization is expected to see significant growthAs of December 1, tokenized RWAs have increased to $13.5 billion, with rapid development in 2024, expanding applications to private credit, commodities, and more. Tokenized assets used as collateral can simplify transactions and reduce risks. In 2025, technological advancements and accumulated investments will drive tokenization to become a core part of the crypto market.Crypto ETFs have forever changed the supply and demand dynamics of cryptocurrenciesAfter the success of the U.S. spot Bitcoin ETF, institutional holders surged, driving stable demand growth in the crypto market. Other token ETFs may be approved in the future, but short-term demand is limited. If the SEC allows physical creation, redemption, or staking, it will enhance ETF returns and attract more investors.The DeFi revival will usher it into a new eraDeFi has shown greater resilience after experiencing shocks, with lending protocol TVL hitting new highs and DEX trading volume reaching peaks. Optimized U.S. regulations and on-chain verification are paving the way for traditional institutions to enter, expanding DeFi's influence and promising a bright future.Regulation will ultimately shift from headwinds to tailwindsThe U.S. is entering the most crypto-friendly regulatory environment, with bipartisan support in Congress pushing for a comprehensive regulatory framework, stablecoin legislation, and an end to the era of enforcement regulation. Meanwhile, G20 countries are accelerating the formulation of digital asset rules, creating conditions for innovation and growth. This will help make 2025 a breakthrough year for the crypto industry, laying the foundation for long-term development.

ChainCatcher news, Matrixport released today's chart stating that in 2024, Tether's market capitalization will increase by $50 billion, surpassing the $140 billion mark, solidifying its position as the most core trading tool in the crypto market. At the same time, daily trading volume has surged significantly. It has stabilized in the range of $200 billion to $300 billion, fully reflecting the rapid expansion of the crypto ecosystem.It is worth noting that market activity surged from $30 billion at the end of January to a peak of $300 billion in November, achieving a tenfold increase, showcasing the astonishing potential of the crypto market from stagnation to full explosion. This massive influx of fiat liquidity indicates that 2025 is expected to set new highs.

ChainCatcher news, Binance co-founder Zhao Changpeng posted on X platform stating that he invested in the Travala crypto travel platform before the pandemic and the bear market in the crypto market, and he has persisted with it.Previous news, the cryptocurrency travel platform Travala announced that its annual revenue has reached 100 million dollars and plans to launch a dedicated Bitcoin reserve. Travala's new "financial reserve plan" is based on Bitcoin (BTC) and its native token Ava (AVA).

ChainCatcher news shows that the U.S. November CPI accelerated both year-on-year and month-on-month, while the core CPI's year-on-year and month-on-month increases remained the same as in October. These data points are fully in line with expectations, and the market has almost completely priced in a 25 basis point rate cut by the Federal Reserve in December.According to 4E monitoring, U.S. stock indices showed mixed results on Wednesday, with the Dow Jones down 0.22%, the S&P 500 up 0.82%, and tech stocks and chip stocks rising collectively, pushing the Nasdaq up 1.77%, reaching a historic high and closing above the 20,000 point mark for the first time. Among large tech stocks, Tesla rose nearly 6%, leading Google, Meta, Amazon, and other tech giants to new highs. Tesla's six consecutive trading days of gains also made Musk the world's richest person with a net worth exceeding $400 billion. Cryptocurrency-related stocks surged collectively, with MicroStrategy up over 9% and Coinbase nearly 4%.With the U.S. CPI data meeting expectations, the overall cryptocurrency market has rebounded. Bitcoin rose 4.5% to regain the $100,000 mark, Ethereum broke through $3,800, and altcoins collectively rebounded, generally returning to the positions before yesterday's decline. Data shows that the U.S. Bitcoin spot ETF saw a net inflow of $223 million yesterday, and over 970 million USDT flowed from Tether to CEX in the past 24 hours, indicating active market trading and strong bullish sentiment.In the forex commodities sector, the dollar experienced a V-shaped rebound, rising for four consecutive days to a two-week high, while non-U.S. currencies fell broadly; rate cut expectations boosted gold prices, with spot gold climbing 0.9% to test $2,720, reaching a five-week high; U.S. EIA crude oil inventories fell more than expected last week, and with global demand expected to recover, oil prices continued to strengthen under these dual positive factors.With the non-farm and CPI data released, a rate cut by the Federal Reserve next week has almost become a certainty. However, given that the data itself has increased compared to previous values, it has somewhat compressed the Fed's room for rate cuts next year, and the market expects a lower probability of a rate cut in January. eeee.com is a financial trading platform that supports assets such as cryptocurrencies, stock indices, bulk gold, and forex, recently launching a USDT stablecoin financial product with an annualized return of 5.5%, providing investors with potential hedging options. 4E reminds you to pay attention to market volatility risks and to allocate assets reasonably.

ChainCatcher news, according to 4E monitoring, U.S. stocks fell into anxiety before the non-farm data release on Thursday, with the market cooling off at high levels, and all three major indices closed lower. The Dow Jones fell by 0.55%, the Nasdaq fell by 0.18%, and the S&P 500 index fell by 0.19%. Most large tech stocks rose, with Tesla up over 3%, reaching a two-year high.The cryptocurrency market reached a historic high after Trump announced the nomination of a crypto supporter as the chairman of the U.S. SEC, leading to a significant market surge. Bitcoin's price broke through the milestone of $100,000, peaking around $105,000, then pulled back sharply, crashing over 8% this morning, briefly touching $90,500 before quickly rebounding. As of the time of writing, Bitcoin is quoted at $98,240. The Bitcoin flash crash did not affect altcoins, which generally performed strongly, indicating market confidence in altcoins.In the forex commodities sector, the number of initial jobless claims in the U.S. last week exceeded expectations, and the "non-farm eve" dollar index fell about 0.6%, showing a volatile downward trend throughout the day, with most non-U.S. currencies rising. OPEC+’s decision to delay the production increase plan until April next year was in line with expectations, leading to profit-taking sell-offs, and international oil prices ultimately fell by over 0.30%. Gold prices dropped on Thursday as U.S. Treasury yields strengthened after the weekly jobless claims data was released, with spot gold dipping nearly 1% at its lowest.On Thursday, economic data showed that the U.S. labor market continues to cool steadily, with the market focusing on Friday's non-farm employment data to understand the Fed's stance on interest rate cuts. Currently, the FedWatch tool shows that the market expects a 70.1% probability of a rate cut by the Fed this month. eeee.com is a financial trading platform that supports assets such as cryptocurrencies, stock indices, gold commodities, and forex, recently launching a USDT stablecoin wealth management product with an annualized yield of 5.5%, providing investors with a potential hedging option. 4E reminds you to pay attention to market volatility risks and allocate assets reasonably.

ChainCatcher news, JPMorgan stated in a research report that the expansion of leveraged MicroStrategy (MSTR) ETF size and the funds it attracts have a more pronounced impact on the company's stock and the crypto market than before. The bank noted that these ETFs played a significant role in the nearly 60% increase of the stock in November. The report mentioned that the total inflow of funds into U.S. spot Bitcoin (BTC), spot Ethereum (ETH), and leveraged MicroStrategy ETFs in November reached nearly $11 billion, setting a new record, with the leveraged MSTR ETF accounting for $3.4 billion, nearly one-third of the total.Analysts led by Nikolaos Panigirtzoglou wrote, "This highlights the growing influence of MicroStrategy's leveraged ETF in the cryptocurrency market by facilitating MicroStrategy's Bitcoin purchasing program."

ChainCatcher news, according to official sources, VanEck CEO Jan Van Eck stated that the reason for the rapid rise in cryptocurrency prices is the largest shift in U.S. government policy in history. Additionally, he predicts that Bitcoin will reach $400,000.Furthermore, Jan Van Eck mentioned in an interview with CNBC last week that he expects Bitcoin's price to exceed $400,000 by 2030. He even predicts that by 2050, Bitcoin's price will reach $3 million.