ChainCatcher news, Binance Research has released the latest report. Since Trump's return to the White House and the significant increase in import tariffs, the cryptocurrency market has experienced intense fluctuations. BTC has fallen over 19% from its peak at the beginning of the year, and ETH has dropped over 40%. The total market capitalization has shrunk by nearly $1 trillion, with safe-haven funds flowing into gold and bonds.The research points out that ongoing trade frictions and stagflation risks have put the Federal Reserve in a policy dilemma, and the market has begun to anticipate multiple interest rate cuts within the year. Bitcoin has shown an increased correlation with the stock market in the short term and a negative correlation with gold, highlighting its risk asset attributes. However, in the long term, if inflation remains high while interest rates decline, Bitcoin may once again become an investment choice for hedging against inflation. In the short term, the cryptocurrency market may maintain a state of volatility and high sensitivity, while the long-term outlook will depend on the evolution of the global macro environment, the Federal Reserve's policy path, and whether the cryptocurrency industry can regain an independent narrative and asset positioning.

ChainCatcher news, Bitget Research Institute's chief analyst Ryan Lee pointed out that as U.S. President Trump proposed a new tariff plan, Bitcoin's safe-haven properties are gaining more attention. His proposal of "a unified 20% tariff" has triggered market concerns about fiat currencies, especially the U.S. dollar, particularly against the backdrop of rising inflation expectations.Jim Reid from Deutsche Bank and Chris Weston from Pepperstone both warned that if this policy is implemented, the global economy may face the risk of "stagflation," where costs rise while economic growth is constrained.From an economic fundamentals perspective, if this round of tariffs is implemented, it may push up manufacturing costs and exacerbate inflation. This event may prolong market uncertainty. In this environment, the demand for Bitcoin as an anti-inflation and safe-haven asset is expected to rise significantly.

ChainCatcher news, according to 4E monitoring, Trump's reciprocal tariffs are imminent, and U.S. stocks opened lower due to heightened risk aversion in the early session. However, Chicago PMI data exceeded expectations, boosting risk sentiment, and coupled with quarter-end rebalancing trades, U.S. stocks narrowed their losses during the day, ending with mixed results among major indices. The S&P 500 rose by 0.55%, down 5.75% in March, and down 4.59% for the quarter; the Dow Jones increased by 1.00%, closing down 4.20% for the month, and down 1.28% for the quarter; the Nasdaq slightly fell by 0.14%, plummeting 8.21% in March, and down 10.42% for the quarter. Tech stocks were generally sluggish, with the "Tech Seven Sisters" index dropping 14.83% in the first quarter, led by Tesla down 35.83%, followed closely by Nvidia down 19.29%.The cryptocurrency market fluctuated narrowly, with Bitcoin rebounding to $84,000 under the boost from U.S. stocks, but retreated after the market closed, reporting $82,781 at press time, up 1.18% in 24 hours. After recording an 18% drop in February, it ended March with a further decline of 3.5%. Ethereum returned above $1,800, after a heavy drop of 32% in February, it fell another 18% in March, disappointing market expectations and resulting in very negative market sentiment.In the forex and commodities sector, the U.S. dollar index strengthened slightly, rising 0.18%, with a cumulative decline of 3.15% in March and a cumulative decline of 3.94% for the quarter; geopolitical tensions escalated, with U.S. oil rising over 3.05%, accumulating over 3.08% in March and up 1.39% for the quarter. Funds rushed into safe havens, with spot gold rising 1.25% to $3,145, hitting a new high, accumulating a 9.33% increase in March and an 18.48% increase for the quarter.Global major assets are affected by Trump's tariffs, and his erratic attitude exacerbates market uncertainty about future expectations. As the tariff liberation day approaches, the market feels increasingly uneasy, which may further amplify market volatility.

ChainCatcher news reports that, according to 4E monitoring, the data released last week has heightened market concerns about the U.S. economic outlook. Increasing signs indicate that due to worries about tariffs driving up inflation, U.S. consumer confidence has significantly declined, spending has decreased, and long-term inflation expectations have risen. U.S. stocks fell sharply last week, ending the strong rebound from the previous week. The S&P 500 index fell by 1.53%, the Dow Jones by 0.96%, and the Nasdaq by 2.59%. The Magnificent 7 index of tech giants dropped by 2.95% last week.The cryptocurrency market followed the U.S. stock market's downward trend. Bitcoin started the week by rising close to $89,000, but then fell back under pressure from Trump's tariff news, with Friday's PCE data further exacerbating the decline. As of the deadline, it was reported at $81,884, down 4.46% over the past 7 days. Other major tokens generally fell, with Ethereum dropping below $1,800, nearing new lows. Market sentiment remains gloomy and may continue to be under pressure until Trump's tariff actions become clearer.In the forex market, the U.S. dollar index fluctuated and fell by 0.05% last week; risk assets were suppressed by safe-haven demand, while geopolitical tensions supported some bottoming out. Oil prices rose by about 2% last week, and gold has increased for four consecutive weeks, reaching a new historical high, with spot gold surpassing $3,100.Last week's weak data reignited economic concerns, leading to a comprehensive decline in financial markets. As Trump's "reciprocal tariffs" loom on April 2, market nerves are frayed, and safe-haven sentiment is rising. Additionally, the U.S. non-farm payroll report for March will be released this Friday evening, followed by a speech from Powell. The Federal Reserve held steady in March, and the market is looking forward to Powell's further insights on the U.S. economy, inflation, and the impact of Trump's tariff policies, seeking new clues for the direction of the Fed's monetary policy and more reliable guidance for the market direction in April.

ChainCatcher news, according to Bloomberg, Bitcoin has been fluctuating between $76,000 and $95,000 since March. The lack of a clear catalyst to break through this range has made it difficult for the market to gain sustained upward momentum. One signal reflecting insufficient market confidence comes from the decentralized lending platform Aave, where data shows that the borrowing costs for stablecoins like USDT and USDC on Aave have dropped to around 4%, indicating that risk-averse sentiment is spreading to the crypto space.FRNT Financial's Head of Data and Analytics Strahinja Savic explained: "Aave's loan rates are influenced by the utilization rate of deposit assets. As leverage demand and other borrowing trading strategies cool down, the rates naturally decline."

ChainCatcher news, the encrypted market maker Wintermute released a market research report indicating that recently, driven by ETF fund outflows, concerns over SOL unlocks, and liquidity issues following the Bybiy hack, the cryptocurrency market accelerated its decline when Trump announced new tariff policies, exacerbating trade war fears. Market risk aversion began to intensify, with nearly $3 billion in long leveraged positions being liquidated.The U.S. Securities and Exchange Commission (SEC) has recently significantly reduced its enforcement actions against cryptocurrency companies, including:Agreeing to withdraw its lawsuit against Coinbase;Ending the investigation into OpenSea;Concluding the investigation related to Robinhood's cryptocurrency listings;Suspending the investigation into Uniswap's facilitation of unregistered securities;Ending the nearly two-year investigation into Gemini's yield program;This regulatory thaw marks a significant reversal from the previous administration's approach, with the SEC seemingly reassessing its stance toward the cryptocurrency industry.Bitcoin ETF net outflows hit a record, with $2.5 billion flowing out last week, including a single-day outflow of $1 billion, bringing the total outflow for February to $3.3 billion (compared to the previous record of $343 million set in April 2024). The CME futures basis dropped from 22% in December to a low of 4% last week, significantly reducing the profitability of basis trading strategies. Futures indicators reflect this shift: open interest fell to $13 billion, and monthly trading volume dropped to $247 billion, with both sides at their lowest levels since October 2024.The significant market reversal following Trump's announcement of a "cryptocurrency strategic reserve" on Sunday reveals that the cryptocurrency market is now highly sensitive to administrative signals. The market's reaction exceeded the actual content of the announcement, which largely reiterated the executive order from January. The unwinding of Bitcoin ETF arbitrage strategies highlights the increasingly tight integration between traditional markets and the cryptocurrency market, with both sides now responding quickly to each other's movements. As institutional cryptocurrency products and platform services expand, these cross-market dynamics and competitive user activities may intensify.

ChainCatcher news, Matrixport indicates that the crypto market is currently in a risk-off mode, influenced by macroeconomic uncertainty, leading to the unwinding of many long futures positions. As prices decline, the open interest in futures has significantly decreased, showing that the escalation of the trade war and the Fed's continued hawkish stance have prompted some traders to exit long positions.It is noteworthy that Ethereum's open interest has dropped to its lowest level since the summer of 2024. Despite Trump's recent mention on Twitter of possibly establishing a "Bitcoin strategic reserve," and the White House crypto summit scheduled for March 7, the market overall still exhibits risk-off sentiment, with investors generally reducing their risk exposure. Many traders seem to be waiting for clearer macroeconomic signals before re-entering the market.

ChainCatcher news, according to CoinDesk, Kraken's derivatives head Alexia Theodorou stated that crypto traders are buying Bitcoin on Kraken as its price has dropped to a three-month low. Bitcoin has fallen below $88,000, while Nasdaq futures indicate that Wall Street's risk-averse sentiment continues, with the yen, as a safe-haven currency, and commodity currencies like the Australian dollar, which are sensitive to growth, remaining strong.The decline in BTC occurred after Binance futures saw an increase of $1 billion in open contracts on Monday evening, likely due to traders anticipating further price drops and establishing short positions. However, bottom-fishing buyers have purchased BTC through Kraken, pushing the long-to-short ratio of perpetual contracts to a record 0.8. This suggests that traders may be expecting a rebound and are "buying the dip."

ChainCatcher message, OneKey's official Chinese account posted on social media that DEXX may have uploaded users' clipboard content.It has received feedback that the app repeatedly requests "upload user clipboard content" permission. If users have copied private key mnemonic phrases on their phones, they may need to transfer their assets as soon as possible.

ChainCatcher news, according to 4E monitoring, as the U.S. election enters its final countdown, the three major U.S. stock indexes collectively fell on Monday while most investors remained on the sidelines. The S&P 500 index closed down 0.28%, the Dow fell 0.61%, and the Nasdaq dropped 0.33%. Given the tight race between Trump and Harris, supporters on both sides were eager to "place another bet" before Monday. After three consecutive days of double-digit declines, Trump's media technology group, which at one point fell 5% on Monday, ultimately closed up 12.37%. Meanwhile, bets favoring Harris's victory also increased, with solar and clean energy stocks collectively rising on Monday.The cryptocurrency market continued to decline under the weakening influence of the "Trump trade." As of the time of writing, Bitcoin was priced at $67,939, down 1.4%, and Ethereum was at $2,407, down 2.32%.In the forex and commodities sector, the "Trump trade" was scaled back, coupled with expectations of a 25 basis point rate cut by the Federal Reserve on Thursday, leading the dollar index to drop over 0.4% to below 104, hitting a two-week low and marking the largest decline in over a month, with non-dollar currencies rising broadly. Oil prices were supported by OPEC+'s announcement to delay production increases, with intraday gains exceeding nearly 3%. Gold prices were boosted by safe-haven demand due to the uncertainty of the U.S. election, expectations of a Fed rate cut, and the dollar index reaching a two-week low, with spot gold closing up 0.05% at the end of U.S. trading.In recent days, a series of polls have shown the gap in winning probabilities between Trump and Harris rapidly narrowing, with both sides' vote counts now very close. The market is concerned that controversial vote counting results may delay the election outcome by several days. Additionally, if Trump loses the election, his supporters may cite these data to "prove" election fraud, potentially inciting unrest. Another catalyst for safe-haven sentiment is the Federal Reserve's interest rate decision on Thursday, along with Powell's remarks at the press conference.As the two storms approach this week, market volatility has intensified, and demand for safe havens has increased. eeee.com is a financial trading platform that supports assets such as cryptocurrencies, stock indices, commodities like gold, and forex. Recently, it launched a USDT stablecoin financial product with an annualized return of 5.5%, providing investors with a potential safe-haven option. 4E reminds you to be aware of market volatility risks and to allocate assets wisely.

ChainCatcher news, according to 4E monitoring, as the U.S. election enters its final countdown, the three major U.S. stock indices collectively fell on Monday while most investors remained on the sidelines. The S&P 500 index fell by 0.28%, the Dow Jones dropped by 0.61%, and the Nasdaq decreased by 0.33%. Given the tight race between Trump and Harris, supporters on both sides were eager to "place another bet" before Monday. After three consecutive days of double-digit declines, Trump's media technology group, which at one point fell by 5% on Monday, ultimately rose by 12.37%. Meanwhile, bets favoring Harris's victory also increased, with solar and clean energy concept stocks collectively rising on Monday.The cryptocurrency market experienced a broad decline due to the continued weakening of the "Trump trade." As of the time of writing, Bitcoin was priced at $67,939, down 1.4%, and Ethereum was at $2,407, down 2.32%.In the forex and commodities sector, the "Trump trade" was scaled back, coupled with expectations of a 25 basis point rate cut by the Federal Reserve on Thursday, causing the dollar index to drop over 0.4% to below 104, reaching a two-week low and marking the largest decline in over a month, with non-U.S. currencies rising broadly. Oil prices were supported by OPEC+'s announcement to delay production increases, with intraday gains of nearly 3%. Gold prices were boosted by safe-haven demand triggered by the uncertainty of the U.S. election, expectations of a Federal Reserve rate cut, and the dollar index hitting a two-week low, with spot gold closing up 0.05% at the end of U.S. trading.In recent days, a series of polls have shown that the gap in winning probabilities between Trump and Harris is rapidly narrowing, with both sides' vote counts now very close. The market is concerned that disputed vote counts could delay the election results by several days. Additionally, if Trump loses the election, his supporters may cite these data to "prove" election fraud, potentially inciting unrest. Another catalyst for safe-haven sentiment is the Federal Reserve's interest rate decision on Thursday, along with Powell's remarks at the press conference.As two storms approach this week, market volatility has increased, and demand for safe havens has risen. eeee.com is a financial trading platform that supports assets such as cryptocurrencies, stock indices, commodities like gold, and forex. It recently launched a USDT stablecoin financial product with an annualized yield of 5.5%, providing investors with potential hedging options. 4E reminds you to be aware of market volatility risks and to allocate assets wisely.

ChainCatcher news, according to Greeks.live macro researcher Adam's post on the X platform, this week is the U.S. election week. Currently, there is a lot of uncertainty surrounding the U.S. elections. Over the past month, Trump's popularity has been high, but Harris's chances of winning are gradually increasing during the election process. The U.S. elections have a significant impact on the entire market. There is also a monetary policy meeting on Friday, and the market generally expects a 25 basis point rate cut. Currently, the cryptocurrency market is primarily in a wait-and-see mode for risk aversion. This week's at-the-money implied volatility (IV) has risen to 80%, and this month's options IV is significantly higher than that of long-term options. There may be significant market movements in the coming days.

ChainCatcher news, according to Jinshi reports, the New Zealand dollar weakened against the US dollar in the Asian market. US President Biden said on Wednesday that the G7 is coordinating a response to Iran's attacks on Israel, which includes implementing new sanctions on Tehran.Analysts at Malaysia Bank stated in a foreign exchange research and strategy report that investors continue to seek refuge in the dollar, noting that they may be affected by sanctions. The analysts mentioned that better-than-expected US ADP data also boosted the dollar.

ChainCatcher news, according to Coindesk, 10x Research believes that if the Federal Reserve cuts interest rates by 50 basis points (bps) on September 18, the originally bullish liquidity easing cycle may have adverse effects on risk assets, including cryptocurrencies.It is reported that a 50 basis point adjustment typically indicates an urgency to control inflation and triggers a risk-averse sentiment in financial markets. A 50 basis point rate cut next week may signal heightened concerns about the economy or a feeling of lagging in addressing the impending economic slowdown, leading investors to reduce their exposure to risk assets like Bitcoin (BTC) and stocks.Markus Thielen, founder of 10x Research, stated: "While a 50 basis point rate cut by the Federal Reserve may indicate greater market concerns, the Fed's primary focus will be on mitigating economic risks rather than managing market reactions."

ChainCatcher news, according to The Block, Bitfinex analysts stated that the U.S. presidential candidate debate between Harris and Trump sparked risk-averse sentiment in the crypto market, marking a "sell the news" event, with risk-averse trading behavior intensifying after the debate.Analysts emphasized that Trump's victory is generally seen as favorable for risk assets, including cryptocurrencies. Considering the recent news regarding his DeFi project and his campaign promise to remove SEC Chairman Gary Gensler, his involvement in the cryptocurrency space is now quite evident.