ChainCatcher news, according to Jinshi reports, Federal Reserve's Goolsbee stated that the impact of tariffs on the macroeconomy may be limited. The Federal Reserve needs to focus on the development of the situation throughout the year, with tariff policy being just one factor. Short-term inflation expectations are rising, but long-term expectations have not increased, which is very important.

ChainCatcher news, Sun Yuchen responded to the WSJ report on X, stating: "I am not aware of the rumors circulating online at the moment. Zhao Changpeng is my mentor and friend, as well as my benefactor. During my entrepreneurial journey, he has provided me with attention, guidance, and direction! To this day, his principles and style of conduct remain the highest standards I strive for as an entrepreneur. Meanwhile, the U.S. Department of Justice has always been one of our closest and most trusted partners at T3FCU. We have worked together to handle numerous important cases aimed at protecting global users and punishing criminal organizations worldwide. Whether it is Zhao Changpeng or our partners at the Department of Justice, we always maintain direct and honest communication. I have complete trust in each of them. Under the wise leadership of President Trump’s cryptocurrency policy, the U.S. cryptocurrency industry is bound to achieve greater success. As one of the first cryptocurrencies chosen by the president, TRX will also benefit from this success."Previously, the WSJ reported today that Zhao Changpeng had agreed to provide evidence regarding Sun Yuchen's financial crimes to the prosecution when he pleaded guilty.

ChainCatcher news, according to Jinshi reports, U.S. President Trump stated that he told TSMC (TSM.N) that if they do not build a factory here (in the U.S.), they will face a tax rate of up to 100%.

ChainCatcher news, citing analysts from The Block, pointed out that the sell-off in the cryptocurrency market on Monday was primarily driven by global macro factors rather than issues within the crypto market itself. Dr. Kirill Kretov, a senior automation expert at CoinPanel, stated in an interview with The Block: "We are in a period of heightened global uncertainty, with escalating tariff conflicts, frequent geopolitical hotspots, and conflicting macro signals all converging. In this environment, investors are pulling out of risk assets and moving towards what are considered safer assets, such as U.S. Treasuries and gold. Cryptocurrencies, especially altcoins, are bearing the brunt of the pressure."Despite the market facing a sell-off, some analysts still believe there is a possibility of a rebound in the short term. Analyst Chu from BRN stated that the oversold condition could trigger a rebound in the middle of this week, depending on the upcoming economic data.Chu said, "As the short-term overselling of risk assets intensifies, we may see some short-term relief in the next day or two. With the release of the Federal Reserve's FOMC meeting minutes on Wednesday, U.S. CPI and initial jobless claims on Thursday, and PPI along with the University of Michigan consumer sentiment and inflation expectations data on Friday, the market could experience at least a few weeks of a 'dead cat bounce' that may start as early as Wednesday."

ChainCatcher news, BitMEX co-founder Arthur Hayes stated in his latest blog post: "Bitcoin value = technology + fiat liquidity. This technology is effective, and there will be no significant changes in the near future, whether good or bad. Therefore, Bitcoin trading is entirely based on the market's expectations of future fiat currency supply. If my analysis of the Fed's major shift from Treasury bond QT to QE is correct, then Bitcoin touched a local low of $76,500 last month, and now we are starting to move towards $250,000 by the end of the year.Of course, this is not an exact science, but if I take gold as an example, if I had to bet on whether Bitcoin would hit $76,500 or $110,000 first, I would bet on the latter. Even if the U.S. stock market continues to decline due to tariffs, collapsing earnings expectations, or decreased foreign demand, I still believe the probability of Bitcoin continuing to rise is greater. Acknowledging the pros and cons, Maelstrom is cautiously deploying capital. We do not use leverage, and we make small purchases relative to the size of our total portfolio. We have been buying Bitcoin and altcoins at all levels between $90,000 and $76,500. The speed of capital deployment will accelerate or slow down based on the accuracy of my predictions. I still believe that Bitcoin can reach $250,000 by the end of the year."

ChainCatcher news, according to Matrixport analysis, the correlation between the rise in global liquidity and the increase in Bitcoin prices has certain limitations. The global liquidity indicator, measured by the total money supply of 28 central banks (in USD terms), although visually correlated with Bitcoin price trends, has its predictive accuracy questioned due to the non-stationarity of the time series and scale differences.The analysis points out that while the growth of money supply may have a lagging effect on the Bitcoin market, this lag time lacks strong theoretical support. Furthermore, although the correlation between Bitcoin and Nasdaq has slightly increased in recent years, it remains below the 60% peak during COVID, indicating that Bitcoin trading is more driven by its own dynamics rather than acting entirely as a proxy asset for tech stocks.Matrixport believes that the broad consolidation of Bitcoin prices may continue, and solely relying on liquidity indicators to predict market trends may not be reliable enough. In contrast, focusing on native driving factors of cryptocurrencies or macro variables with direct policy impacts (such as political leaders supporting cryptocurrencies) may be more valuable. Although market perceptions may have mathematical flaws, their widespread acceptance could still have a tangible impact on market behavior.

ChainCatcher News, American cryptocurrency and artificial intelligence czar David Sacks stated: "This is a huge victory for cryptocurrency. The Federal Deposit Insurance Corporation (FDIC) will follow the Office of the Comptroller of the Currency (OCC) in eliminating the practice of considering 'reputational risk' as a factor in bank regulation.'Reputational risk' may sound good in theory, but it is defined as 'the likelihood that negative publicity regarding an institution's business practices (true or not) will cause a decline in the customer base, costly litigation, or a reduction in revenue.' In practice, this vague and subjective standard has been used to justify the elimination of legitimate crypto businesses through Operation Chokepoint 2.0. Banking standards should be objective and quantifiable, not based on the possibility of untrue stories. Thanks to Senator Tim Scott for his leadership in this area through the FIRM Act."

ChainCatcher news, according to FOX Business reporter Eleanor Terrett, the Federal Deposit Insurance Corporation (FDIC) is removing "reputational risk" from its regulatory standards.The Federal Deposit Insurance Corporation is following the lead of the Office of the Comptroller of the Currency by eliminating this factor. Previously, this factor had been used to justify the withdrawal of banking services from legitimate businesses, including cryptocurrencies.

ChainCatcher message, after the Federal Reserve announced a slowdown in tapering, Bitcoin rebounded from below $83,000 and briefly broke through $88,000. Some analysts believe that market volatility may soon calm down, and many bearish factors may have already been digested by the market. Sina G., co-founder of 21st Capital, stated that the market uncertainty surrounding tariffs and government spending may be resolved in the coming weeks, and the market focus may shift to tax cuts, deregulation, and interest rate reductions, which could attract more capital into Bitcoin and the digital asset space.Aurelie Barthere, chief research analyst at Nansen, also stated that uncertainty related to tariffs may be easing, as the U.S. government, particularly Treasury Secretary Yellen, has taken a more pragmatic approach in tariff negotiations.

ChainCatcher news, QCP Capital's latest analysis indicates that last week, the net inflow of spot Bitcoin exchange-traded funds (ETFs) was 8,775 Bitcoins (approximately $744 million), reversing the previous trend of net outflows for several weeks.Driven by this influx of funds, the cryptocurrency market saw a slight rebound over the weekend, with Bitcoin and Ethereum respectively breaking back above $85,000 and $2,000. The cryptocurrency Fear and Greed Index improved from 32% last week to 45% this week, indicating a relief in market risk aversion sentiment.Analysis shows that this rebound is mainly driven by real spot demand rather than leverage, as the open interest in perpetual contracts remains sluggish and funding rates stay stable. However, QCP maintains a cautious attitude towards sustained upward breakthroughs, reminding investors to pay attention to the upcoming tariff escalation on April 2, which may put pressure on risk assets.

ChainCatcher news indicates that the current price of Bitcoin has dropped 22% from the historical high of $109,000 set on January 20, the day of Trump's inauguration. Although investor sentiment has repeatedly fallen into the "extreme fear" zone, crypto analysts generally believe that the Bitcoin bull market cycle has not yet ended, and this drop may be a "shakeout"—a sharp decline triggered by long positions being liquidated, followed by a rapid rebound.Bitfinex analysts point out that "multiple key technical indicators have turned bearish, raising speculation about an early end to the bull market. However, the four-year cycle of Bitcoin remains a key factor; history shows that pullbacks during bull market cycles are normal, and this is more likely a shakeout rather than the beginning of a bear market. The bottom for Bitcoin may align with the U.S. stock market (especially the S&P 500), with $72,000 to $73,000 still being a critical support range, but global bond yields and stock market trends will dominate Bitcoin's next moves. The risks of a trade war have been partially priced in, but long-term economic pressures may suppress sentiment." Nexo analyst Iliya Kalchev stated, "Although Bitcoin's four-year compound annual growth rate (CAGR) has fallen to a historical low of 8%, the halving event remains crucial for long-term price trends. The halving in April 2024 will reduce the block reward to 3.125 BTC, and since then, Bitcoin has accumulated over a 31% increase. Although the ETF purchases driven by institutional adoption over the past year have become a major force, the halving effect will continue to influence the market."

ChainCatcher news, Zhu Su, co-founder of Three Arrows Capital, stated that the rise of CeDeFi is the biggest negative for Ethereum, as it means that a large amount of business logic that was originally expected to run on distributed networks as open-source smart contracts has actually turned into closed-source code running on a single server.Zhu Su believes that Ethereum needs to embrace use cases that benefit from global distributed computing and anti-censorship characteristics, including some cypherpunk-style applications (such as privacy protection) and yet-to-be-developed low-hanging fruits.He pointed out that if Ethereum itself does not perform well, decentralized finance will find it difficult to rise again, because in a world where validator decentralization and demand for smart contracts are low, people can choose to operate off-chain to save time and money.

ChainCatcher news, according to Cointelegraph, multiple analysts have warned that the ETH/BTC exchange rate may further decline in the coming weeks. Crypto analyst Alessandro Ottaviani described the current situation as a "falling knife" scenario, indicating that it is experiencing a rapid and steep decline, which typically discourages buyers from entering too early. The "falling knife" metaphor suggests that attempting to "catch the knife" when one believes the asset is at a low point can lead to greater losses, especially when the downward trend continues.Technically, the relative strength index (RSI) on the ETH/BTC two-week chart has fallen to a historical low of 23.32. While an RSI below 30 typically indicates an oversold condition that may trigger a rebound, Ethereum's RSI has continued to decline for two months after being oversold, indicating that the downward trend is accelerating rather than stabilizing. If it cannot rebound from the 0.022 BTC level, ETH/BTC may continue to drop to the 0.020-0.016 BTC range, representing a further decline of about 30% from the current price.Fundamental factors also support a bearish outlook. Ethereum faces strong competition from rivals like Solana, with VanEck data showing that Solana's decentralized exchange trading volume has surpassed that of Ethereum. Additionally, the launch of spot Bitcoin ETFs has disrupted traditional cryptocurrency market cycles, with $129 billion flowing into Bitcoin ETFs in 2024 draining liquidity from the altcoin market, including Ethereum.

ChainCatcher news, Tangent co-founder Jason Choi expressed the view that "in the absence of specific reasons (such as expectations for ETFs or Trump), the trends of mainstream cryptocurrencies (mainly Bitcoin) will generally be linked to the performance of the U.S. stock market. As a speculator primarily focused on cryptocurrencies, my fundamental view is that aggressive positions should not be taken based on macroeconomic factors, but an understanding of the macroeconomy should provide a reference for existing aggressive positions."

ChainCatcher message, trader Eugene shares investment insights on his personal channel:"There's been some debate about which utility/DeFi tokens are worth buying from a long-term value investment (HTF value) perspective. From a value investment standpoint, three key elements need to be present before I would invest:It is absolutely essential that token holders are the primary consideration for the team (or at least on equal footing with equity holders). As long as equity holders enjoy benefits that token holders cannot access, I will not blindly chase tokens for their value. This does not necessarily mean that token holders need to receive immediate direct utility from the tokens (such as buybacks, dividends, etc.), but it is absolutely necessary to receive clear and consistent signals from the team indicating that token holders are the ultimate beneficiaries.The business model does not directly rely on the speculative 'Ouroboros cycle' that cryptocurrencies are known for. This is where many so-called 'fundamental investors' fall into traps, as trading volumes can drop by 90% in a bear market, and then drop another 90%, rendering any price-to-earnings (PE) or price-to-sales (PS) valuations meaningless. Furthermore, calculating annualized figures based solely on a protocol's 'good' revenue data for one month when its market share and momentum are at their peak is the most foolish behavior.Trust in the management's execution capability. Like any business, you need to conduct due diligence and believe that the team behind the protocol has the ability to realize its vision, defeating competitors through technological barriers or excellent execution.So far, I believe only a handful of protocols meet these criteria, and I will buy these tokens at the right time. But for the other 99.9% of tokens, they can only be classified as 'concentration camps'."

ChainCatcher news, according to The Wall Street Journal, informed sources revealed that under a plan expected to be announced by U.S. President Trump later on Monday evening local time, TSMC (TSM.N) plans to invest $100 billion in the U.S. over the next four years to build chip manufacturing plants. This investment will be used to construct cutting-edge chip manufacturing facilities. This expansion plan will promote the long-term goal of revitalizing the U.S. semiconductor industry.TSMC established its presence in Arizona in 2020, when the company announced it would invest $12 billion to build a chip factory there. Since then, the company's ambitions for the site have rapidly expanded, with two additional factories built at the same location, totaling an investment of $65 billion. The company's first factory began mass production at the end of last year.U.S. White House officials later confirmed that President Trump and chip manufacturer TSMC (TSM.N) will make an announcement at 1:30 PM Eastern Time (2:30 AM Beijing time tomorrow), expected to announce TSMC's $100 billion investment in the U.S.