DOP

QCP: The long-term sentiment in the cryptocurrency market is becoming more positive, and it is advisable to adopt a wait-and-see strategy regarding the tariff situation in the near term

ChainCatcher news, QCP released its daily market observation stating that after a week of tariff edge policies, risk assets have begun to stabilize, breaking free from barriers that could have dealt a heavy blow to Sino-U.S. trade. The U.S. has imposed tariffs as high as 145% on Chinese imports, while China retaliated with tariffs of 125%, escalating to a level where the market is no longer surprised by further intensification. The enormous scale of these tariffs makes them more symbolic than market-driven factors, contrasting sharply with the panic triggered in the early days of "Liberation Day."After Friday's close, the Trump administration quietly exempted the latest tariffs on smartphones, computers, and chips. Despite the ongoing stalemate, risk assets are pricing in optimistic sentiment, even as the U.S. seems to be negotiating not only with China but also with the bond market and itself.In the crypto market, Bitcoin's risk reversal remains biased towards bearish options until June, indicating that the market still appears somewhat cautious in the short term. However, long-term sentiment is becoming more positive. On Saturday, we observed aggressive buying of 800 contracts of BTC-27MAR26-100k-C. Bitcoin continues to consolidate in the $80,000 to $90,000 range, possibly continuing to trade sideways while adopting a "wait and see" strategy regarding the tariff situation.

HTX Ventures head Alec: The legalization of cryptocurrency and the widespread adoption of stablecoins will drive industry growth

ChainCatcher news, the "TRON x HTX DAO 2025 Hong Kong Night" themed event, hosted by TRON and co-organized by HTX DAO, was grandly held in Hong Kong.At the event, Alec Goh, head of HTX Ventures, shared his insights and outlook on the development trends of the crypto industry. Alec stated, "The presidency of 'crypto president' Trump has enhanced regulatory clarity, stimulating traditional financial institutions to accelerate their entry into the crypto market, allowing cryptocurrencies to break away from the inherent perception of 'regulatory risk' and opening up a new emerging field at the intersection of technology and finance that combines compliance and strategic value." He pointed out that the global market's legalization of crypto and the large-scale adoption of stablecoins will be two key factors driving the development of the crypto industry in 2025.In addition, Alec mentioned that as the global investment arm of Huobi HTX, HTX Ventures has currently supported over 300 projects, with 60% of these projects having launched tokens on Huobi HTX. HTX Ventures focuses on key areas such as infrastructure, AI Agents, the Bitcoin ecosystem, stablecoins, and SocialFi, concentrating on empowering potential projects that develop cutting-edge technologies and emerging business models, building the growth engine for the next generation of the digital economy.

Economic slowdown may force the Federal Reserve to adopt a dovish stance, but the policy shift is still constrained by inflation risks

ChainCatcher news, according to TheBlock, analysts pointed out that last Friday's disappointing U.S. February employment report reinforced expectations for a Federal Reserve rate cut, which could boost risk appetite and lift the stock market and crypto assets. However, ongoing inflation risks driven by tariffs and supply chain issues still constrain a policy shift. Last week, the U.S. Labor Department's seasonally adjusted data showed that non-farm employment added only 151,000 jobs from January to February, marking the weakest February growth since 2019 and falling short of the 170,000 expected by economists surveyed by Dow Jones. Government layoffs, federal funding cuts, tariff uncertainties, and tightening immigration policies will weigh on job growth in the coming months. These factors may lead to a slowdown in hiring, suppress economic momentum, and reinforce deflationary trends. The Federal Reserve is facing a complex policy environment: weak employment supports rate cuts, but supply-side constraints and inflation concerns from geopolitical risks make it cautious. Uncertainty may continue to suppress the crypto market.Wincent Senior Director Paul Howard stated that the disappointing employment report underscores the necessity of rate cuts to stimulate the economy, and reducing deficit costs may be a government priority, which would benefit risk assets like crypto; CoinPanel trading automation expert Kirill Kretov pointed out that rising unemployment could improve Bitcoin and DeFi liquidity by raising rate cut expectations. Slowing wage growth suggests easing inflation pressures, making it more likely for the Federal Reserve to pivot sooner. The CME FedWatch tool shows that 55.3% of rate traders believe the June FOMC meeting is the earliest point for a rate cut this year, while the Atlanta Fed's GDPNow model has downgraded U.S. first-quarter economic growth to a contraction of 2.4%, which, if realized, would mark the first deflation since the first quarter of 2022, intensifying recession fears.Analysts indicate that global economic uncertainty has prompted an increase in bearish positions in the derivatives market, with the risk reversal indicator over the past 24 hours leaning more towards put options, reflecting market concerns about increased selling pressure. Options flow suggests that bullish sentiment may need to wait until the third quarter. Although $80,000 remains a key short-term support level for Bitcoin, the upside potential is limited. Before a new narrative emerges, the correlation between Bitcoin and the stock market may strengthen. Tariff risks persist, and volatility may increase ahead of the release of U.S. CPI and PPI data this week.
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