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0xDACE从0开始
1.2k Posts

0xDACE从0开始

真正的大师,永远怀着一颗学徒的心•推特:0xfinane
SOL Holder
SOL Holder
Frequent Trader
5.3 Years
10 Following
20 Followers
19 Liked
Posts
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0XACE 10:00 AM intel|Roundhill Memory… · 09:00→10:00 SGT ━━━━━━━━━━━━━ • Roundhill Memory ETF has added CXMT (HiSilicon?) to its holdings, weight 2.52% Market structure · New · BlockBeats Impact: A single message alone is not enough to change the trend. Next, watch trading volume, capital flows, and whether official follow-ups can form confirmation. • South Korea’s June stablecoin net outflows to overseas were about $388 million, nearing the scale of local investors’ net purchases of overseas stocks Narrative · New · Foresight News Impact: Movements of funds from large addresses and institutional custody accounts will affect near-term expectations. Focus on whether the funds flow to exchanges or into cold wallets. • Michael Saylor: The Strategy has never implemented a “never sell” policy; it will still be a net buyer of Bitcoin long term Event · New · BlockBeats Impact: Movements of funds from large addresses and institutional custody accounts will affect near-term expectations. Focus on whether the funds flow to exchanges or into cold wallets. ━━━━━━━━━━━━━ Market view|$BTC $63,548.49(24H +0.80%)|$ETH $1,880.59(24H +0.59%)|$HOME +30.32% #BTC
0XACE 10:00 AM intel|Roundhill Memory… · 09:00→10:00 SGT
━━━━━━━━━━━━━
• Roundhill Memory ETF has added CXMT (HiSilicon?) to its holdings, weight 2.52%
Market structure · New · BlockBeats
Impact: A single message alone is not enough to change the trend. Next, watch trading volume, capital flows, and whether official follow-ups can form confirmation.

• South Korea’s June stablecoin net outflows to overseas were about $388 million, nearing the scale of local investors’ net purchases of overseas stocks
Narrative · New · Foresight News
Impact: Movements of funds from large addresses and institutional custody accounts will affect near-term expectations. Focus on whether the funds flow to exchanges or into cold wallets.

• Michael Saylor: The Strategy has never implemented a “never sell” policy; it will still be a net buyer of Bitcoin long term
Event · New · BlockBeats
Impact: Movements of funds from large addresses and institutional custody accounts will affect near-term expectations. Focus on whether the funds flow to exchanges or into cold wallets.
━━━━━━━━━━━━━
Market view|$BTC $63,548.49(24H +0.80%)|$ETH $1,880.59(24H +0.59%)|$HOME +30.32%
#BTC
0XACE 08:00 Intelligence|South Korea stablecoin net outflows abroad continue for 18 consecutive months, … · 07:00→08:00 SGT ━━━━━━━━━━━━━ • South Korea’s stablecoins have continued net outflows abroad for 18 consecutive months; in June, net outflows totaled 560.3 billion KRW Narrative · New · BlockBeats Impact: Stablecoin infrastructure continues to expand; incoming capital channels and payment scenarios are worth monitoring. • Trump Media transfers 26.28 BTC into Crypto.com; realized losses from cut-and-liquidation exceed $300 million within the year Event · New · Foresight News Impact: Movements of large addresses and institutional custody accounts may affect short-term expectations; focus on whether the funds flow to exchanges or to cold wallets. • Michael Saylor responds to “Strategy authorized to sell up to $5 billion worth of Bitcoin”: old news resurfaced; no new authorization was announced Event · New · BlockBeats Impact: A single message is not enough to change the trend; next, watch trading volume, capital flows, and whether subsequent official updates can provide confirmation. ━━━━━━━━━━━━━ Market overview|$BTC $63,385.75 (24H +0.63%)|$ETH $1,873.63 (24H +0.35%)|$EPIC +20.90% #BTC
0XACE 08:00 Intelligence|South Korea stablecoin net outflows abroad continue for 18 consecutive months, … · 07:00→08:00 SGT
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• South Korea’s stablecoins have continued net outflows abroad for 18 consecutive months; in June, net outflows totaled 560.3 billion KRW
Narrative · New · BlockBeats
Impact: Stablecoin infrastructure continues to expand; incoming capital channels and payment scenarios are worth monitoring.

• Trump Media transfers 26.28 BTC into Crypto.com; realized losses from cut-and-liquidation exceed $300 million within the year
Event · New · Foresight News
Impact: Movements of large addresses and institutional custody accounts may affect short-term expectations; focus on whether the funds flow to exchanges or to cold wallets.

• Michael Saylor responds to “Strategy authorized to sell up to $5 billion worth of Bitcoin”: old news resurfaced; no new authorization was announced
Event · New · BlockBeats
Impact: A single message is not enough to change the trend; next, watch trading volume, capital flows, and whether subsequent official updates can provide confirmation.
━━━━━━━━━━━━━
Market overview|$BTC $63,385.75 (24H +0.63%)|$ETH $1,873.63 (24H +0.35%)|$EPIC +20.90%
#BTC
0XACE 07:00 Intelligence|After CME Raised Objections, the SEC Re-Examines… · 06:00→07:00 SGT ━━━━━━━━━━━━━ • After CME raised objections, the SEC re-examines the decision to approve Nasdaq Bitcoin options Regulation · New · Foresight News Impact: Regulation and enforcement will affect platforms’ compliance costs, and may also change investors’ risk appetite. • The Coldcard attacker transferred 0.06 BTC to a new address Event · New · Foresight News Impact: Movements of funds from large addresses and institutional custody accounts may affect short-term expectations. The key is to watch whether the funds flow to exchanges or to cold wallets next. • $BTC $63,018.25 (24H +0.08%, 1H +0.29%), whether the rebound can come with volume is the focus this hour Market Structure · Ongoing · Binance Impact: With 1H +0.29%, if BTC’s rebound lacks trading volume confirmation, it is likely to turn into a range repair rather than a new trend. ━━━━━━━━━━━━━ Market snapshot|$BTC $63,018.25 (24H +0.08%)|$ETH $1,856.34 (24H -0.54%)|$EPIC +24.09% #BTC
0XACE 07:00 Intelligence|After CME Raised Objections, the SEC Re-Examines… · 06:00→07:00 SGT
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• After CME raised objections, the SEC re-examines the decision to approve Nasdaq Bitcoin options
Regulation · New · Foresight News
Impact: Regulation and enforcement will affect platforms’ compliance costs, and may also change investors’ risk appetite.

• The Coldcard attacker transferred 0.06 BTC to a new address
Event · New · Foresight News
Impact: Movements of funds from large addresses and institutional custody accounts may affect short-term expectations. The key is to watch whether the funds flow to exchanges or to cold wallets next.

$BTC $63,018.25 (24H +0.08%, 1H +0.29%), whether the rebound can come with volume is the focus this hour
Market Structure · Ongoing · Binance
Impact: With 1H +0.29%, if BTC’s rebound lacks trading volume confirmation, it is likely to turn into a range repair rather than a new trend.
━━━━━━━━━━━━━
Market snapshot|$BTC $63,018.25 (24H +0.08%)|$ETH $1,856.34 (24H -0.54%)|$EPIC +24.09%
#BTC
Article
0XACE Morning Brief0XACE Morning Brief ━━━━━━━━━━━━━━━━━━ 2026-08-02 | 08-01 09:00 → 08-02 09:00 SGT Cover: 17 hours of intelligence + news sources + token radar Output: 4 major main lines | 6 key events | 4 main-line tokens ━━━━━━━━━━━━━━━━━━ Today’s framework Market status: risk appetite diverges; funds rotate around the certainty-driven main line; sentiment index 27/100 (cautious, slightly weak) Main driver: regulatory variables are heating up; stablecoins, licenses, and taxation have become market constraints In-circuit variables: macro and geopolitical disruptions are still affecting the pricing of risk assets

0XACE Morning Brief

0XACE Morning Brief
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2026-08-02 | 08-01 09:00 → 08-02 09:00 SGT
Cover: 17 hours of intelligence + news sources + token radar
Output: 4 major main lines | 6 key events | 4 main-line tokens
━━━━━━━━━━━━━━━━━━
Today’s framework
Market status: risk appetite diverges; funds rotate around the certainty-driven main line; sentiment index 27/100 (cautious, slightly weak)
Main driver: regulatory variables are heating up; stablecoins, licenses, and taxation have become market constraints
In-circuit variables: macro and geopolitical disruptions are still affecting the pricing of risk assets
0XACE 06:00 Intelligence|UTK +16.23% · 05:00→06:00 SGT ━━━━━━━━━━━━━ • $BTC $62,822.01(24H -0.26%, 1H -0.01%), observing spot absorption while in a drawdown Market structure · Continuation · Binance Impact: 1H -0.01%, as BTC weakens it suppresses altcoin risk appetite; in the short term, funds focus more on trade absorption near support levels. • $ETH $1,845.22(24H -1.00%, 1H -0.11%), ecosystem assets follow the pullback of the majors Market structure · Continuation · Binance Impact: 1H -0.11%, if ETH underperforms expectations it will drag down L2 and DeFi beta; funds are more likely to rotate back to BTC or stablecoins. • $UTK 24H +16.23%, short-term funds concentrate on strong momentum moves Anomaly · Continuation · Binance Impact: funds are still willing to chase high-volatility names, but need to confirm whether the traded value can stay near $10.21M. ━━━━━━━━━━━━━ Market overview|$BTC $62,822.01(24H -0.26%)|$ETH $1,845.22(24H -1.00%)|$UTK +16.23% #BTC #ETH #UTK
0XACE 06:00 Intelligence|UTK +16.23% · 05:00→06:00 SGT
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$BTC $62,822.01(24H -0.26%, 1H -0.01%), observing spot absorption while in a drawdown
Market structure · Continuation · Binance
Impact: 1H -0.01%, as BTC weakens it suppresses altcoin risk appetite; in the short term, funds focus more on trade absorption near support levels.

$ETH $1,845.22(24H -1.00%, 1H -0.11%), ecosystem assets follow the pullback of the majors
Market structure · Continuation · Binance
Impact: 1H -0.11%, if ETH underperforms expectations it will drag down L2 and DeFi beta; funds are more likely to rotate back to BTC or stablecoins.

• $UTK 24H +16.23%, short-term funds concentrate on strong momentum moves
Anomaly · Continuation · Binance
Impact: funds are still willing to chase high-volatility names, but need to confirm whether the traded value can stay near $10.21M.
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Market overview|$BTC $62,822.01(24H -0.26%)|$ETH $1,845.22(24H -1.00%)|$UTK +16.23%
#BTC #ETH #UTK
0XACE 05 Point Intelligence|HOME +16.36% · 04:00→05:00 SGT ━━━━━━━━━━━━━ • $BTC $62,835.99(24H -0.14%,1H +0.04%),in a drawdown—watch for spot bids/consolidation Market structure · Continuation · Binance Impact:1H +0.04%,if BTC remains weak it may suppress risk appetite for alts; for short-term capital, trades near support levels with buyback/absorption are more important. • $ETH $1,846.76(24H -0.87%,1H +0.05%),ecosystem assets follow the pullback of the majors Market structure · Continuation · Binance Impact:1H +0.05%,if ETH underperforms expectations, it will weigh on L2 and DeFi beta; funds are more likely to rotate back to BTC or stablecoins. • $HOME 24H +16.36%,short-term funds concentrate on strong momentum moves Momentum · Continuation · Binance Impact:capital is still willing to chase high-volatility targets, but you need to confirm whether turnover can stay around $7.02M. ━━━━━━━━━━━━━ Market snapshot|$BTC $62,835.99(24H -0.14%)|$ETH $1,846.76(24H -0.87%)|$HOME +16.36% #BTC #ETH #HOME
0XACE 05 Point Intelligence|HOME +16.36% · 04:00→05:00 SGT
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$BTC $62,835.99(24H -0.14%,1H +0.04%),in a drawdown—watch for spot bids/consolidation
Market structure · Continuation · Binance
Impact:1H +0.04%,if BTC remains weak it may suppress risk appetite for alts; for short-term capital, trades near support levels with buyback/absorption are more important.

$ETH $1,846.76(24H -0.87%,1H +0.05%),ecosystem assets follow the pullback of the majors
Market structure · Continuation · Binance
Impact:1H +0.05%,if ETH underperforms expectations, it will weigh on L2 and DeFi beta; funds are more likely to rotate back to BTC or stablecoins.

$HOME 24H +16.36%,short-term funds concentrate on strong momentum moves
Momentum · Continuation · Binance
Impact:capital is still willing to chase high-volatility targets, but you need to confirm whether turnover can stay around $7.02M.
━━━━━━━━━━━━━
Market snapshot|$BTC $62,835.99(24H -0.14%)|$ETH $1,846.76(24H -0.87%)|$HOME +16.36%
#BTC #ETH #HOME
0XACE 04 Points of Information|UTK +16.23% · 03:00→04:00 SGT ━━━━━━━━━━━━━ • $BTC $62,824.36 (24H -0.30%, 1H +0.26%), observing spot as it’s in a drawdown while monitoring acceptance Market structure · Continuation · Binance Impact: 1H +0.26%, if BTC weakens it may suppress risk appetite for altcoins; short-term capital is more focused on buy-support near key support levels. • $ETH $1,844.33 (24H -0.98%, 1H +0.32%), ecosystem assets follow the broader pullback Market structure · Continuation · Binance Impact: 1H +0.32%, ETH underperforms expectations and may drag L2 and DeFi beta; capital is more likely to rotate back to BTC or stablecoins. • $UTK 24H +16.23%, short-term funds concentrate on strong momentum moves Momentum · Continuation · Binance Impact: funds are still willing to chase high-volatility names, but need to confirm whether trading volume can hold around $10.21M. ━━━━━━━━━━━━━ Market view|$BTC $62,824.36 (24H -0.30%)|$ETH $1,844.33 (24H -0.98%)|$UTK +16.23% #BTC #ETH #UTK
0XACE 04 Points of Information|UTK +16.23% · 03:00→04:00 SGT
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$BTC $62,824.36 (24H -0.30%, 1H +0.26%), observing spot as it’s in a drawdown while monitoring acceptance
Market structure · Continuation · Binance
Impact: 1H +0.26%, if BTC weakens it may suppress risk appetite for altcoins; short-term capital is more focused on buy-support near key support levels.

$ETH $1,844.33 (24H -0.98%, 1H +0.32%), ecosystem assets follow the broader pullback
Market structure · Continuation · Binance
Impact: 1H +0.32%, ETH underperforms expectations and may drag L2 and DeFi beta; capital is more likely to rotate back to BTC or stablecoins.

• $UTK 24H +16.23%, short-term funds concentrate on strong momentum moves
Momentum · Continuation · Binance
Impact: funds are still willing to chase high-volatility names, but need to confirm whether trading volume can hold around $10.21M.
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Market view|$BTC $62,824.36 (24H -0.30%)|$ETH $1,844.33 (24H -0.98%)|$UTK +16.23%
#BTC #ETH #UTK
0XACE 03 Point Intelligence|UTK +16.23% · 02:00→03:00 SGT ━━━━━━━━━━━━━ • $BTC $62,583.03(24H -0.67%, 1H +0.09%), observing for spot continuation/consolidation while in a drawdown Market Structure · Continuation · Binance Impact: 1H +0.09%. As BTC weakens, it may suppress altcoin risk appetite; for the short term, capital is more focused on order flow/absorption near support levels. • $ETH $1,833.97(24H -1.75%, 1H -0.18%), ecosystem assets follow the broader pullback Market Structure · Continuation · Binance Impact: 1H -0.18%. If ETH underperforms expectations, it could drag down L2 and DeFi beta; capital is more likely to rotate back to BTC or stablecoins. • $UTK 24H +16.23%, short-term funds concentrate on strong deviations Deviation · Continuation · Binance Impact: Funds are still willing to chase high-volatility names, but we need to confirm whether trading volume can stay near $10.21M. ━━━━━━━━━━━━━ Market Snapshot|$BTC $62,583.03(24H -0.67%)|$ETH $1,833.97(24H -1.75%)|$UTK +16.23% #BTC #ETH #UTK
0XACE 03 Point Intelligence|UTK +16.23% · 02:00→03:00 SGT
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$BTC $62,583.03(24H -0.67%, 1H +0.09%), observing for spot continuation/consolidation while in a drawdown
Market Structure · Continuation · Binance
Impact: 1H +0.09%. As BTC weakens, it may suppress altcoin risk appetite; for the short term, capital is more focused on order flow/absorption near support levels.

$ETH $1,833.97(24H -1.75%, 1H -0.18%), ecosystem assets follow the broader pullback
Market Structure · Continuation · Binance
Impact: 1H -0.18%. If ETH underperforms expectations, it could drag down L2 and DeFi beta; capital is more likely to rotate back to BTC or stablecoins.

• $UTK 24H +16.23%, short-term funds concentrate on strong deviations
Deviation · Continuation · Binance
Impact: Funds are still willing to chase high-volatility names, but we need to confirm whether trading volume can stay near $10.21M.
━━━━━━━━━━━━━
Market Snapshot|$BTC $62,583.03(24H -0.67%)|$ETH $1,833.97(24H -1.75%)|$UTK +16.23%
#BTC #ETH #UTK
0XACE 02 briefing|UTK +16.23% · 01:00→02:00 SGT ━━━━━━━━━━━━━ • $BTC $62,521.8(24H -0.77%, 1H -0.09%), monitoring spot liquidity while it’s in drawdown Market structure · Continuation · Binance Impact: 1H -0.09%, BTC weakness may suppress risk appetite for altcoins; in the short term, capital focuses more on buy orders near support. • $ETH $1,838.04(24H -1.61%, 1H +0.07%), ecosystem assets follow the pullback of the majors Market structure · Continuation · Binance Impact: 1H +0.07%, if ETH underperforms expectations it could weigh on L2 and DeFi beta; funds are more likely to rotate back to BTC or stablecoins. • $UTK 24H +16.23%, short-term capital concentrates on a strong momentum move Momentum · Continuation · Binance Impact: capital is still willing to chase high-volatility setups, but it needs to be confirmed whether trading volume can hold near $10.21M. ━━━━━━━━━━━━━ Market overview|$BTC $62,521.8(24H -0.77%)|$ETH $1,838.04(24H -1.61%)|$UTK +16.23% #BTC #ETH #UTK
0XACE 02 briefing|UTK +16.23% · 01:00→02:00 SGT
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$BTC $62,521.8(24H -0.77%, 1H -0.09%), monitoring spot liquidity while it’s in drawdown
Market structure · Continuation · Binance
Impact: 1H -0.09%, BTC weakness may suppress risk appetite for altcoins; in the short term, capital focuses more on buy orders near support.

$ETH $1,838.04(24H -1.61%, 1H +0.07%), ecosystem assets follow the pullback of the majors
Market structure · Continuation · Binance
Impact: 1H +0.07%, if ETH underperforms expectations it could weigh on L2 and DeFi beta; funds are more likely to rotate back to BTC or stablecoins.

• $UTK 24H +16.23%, short-term capital concentrates on a strong momentum move
Momentum · Continuation · Binance
Impact: capital is still willing to chase high-volatility setups, but it needs to be confirmed whether trading volume can hold near $10.21M.
━━━━━━━━━━━━━
Market overview|$BTC $62,521.8(24H -0.77%)|$ETH $1,838.04(24H -1.61%)|$UTK +16.23%
#BTC #ETH #UTK
0XACE 01 Market Intelligence|EPIC +19.41% · 00:00→01:00 SGT ━━━━━━━━━━━━━ • $BTC $62,416.44 (24H -0.94%, 1H -0.47%), observing spot orderflow while in drawdown Market structure · Continuation · Binance Impact: 1H -0.47%, if BTC weakens it will suppress risk appetite for altcoins; in the short term, funds care more about成交承接 (trade absorption) near support levels. • $ETH $1,840.73 (24H -1.45%, 1H -1.15%), ecosystem assets retrace along with the majors Market structure · Continuation · Binance Impact: 1H -1.15%, ETH underperforming expectations will drag down L2 and DeFi beta; funds are more likely to rotate back to BTC or stablecoins. • $EPIC 24H +19.41%, short-term funds concentrate on strong momentum moves Momentum · Continuation · Binance Impact: funds are still willing to chase high-volatility names, but it’s necessary to confirm whether trading volume can stay around $9.71M. ━━━━━━━━━━━━━ Market view|$BTC $62,416.44 (24H -0.94%)|$ETH $1,840.73 (24H -1.45%)|$EPIC +19.41% #BTC #ETH #EPIC
0XACE 01 Market Intelligence|EPIC +19.41% · 00:00→01:00 SGT
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$BTC $62,416.44 (24H -0.94%, 1H -0.47%), observing spot orderflow while in drawdown
Market structure · Continuation · Binance
Impact: 1H -0.47%, if BTC weakens it will suppress risk appetite for altcoins; in the short term, funds care more about成交承接 (trade absorption) near support levels.

$ETH $1,840.73 (24H -1.45%, 1H -1.15%), ecosystem assets retrace along with the majors
Market structure · Continuation · Binance
Impact: 1H -1.15%, ETH underperforming expectations will drag down L2 and DeFi beta; funds are more likely to rotate back to BTC or stablecoins.

$EPIC 24H +19.41%, short-term funds concentrate on strong momentum moves
Momentum · Continuation · Binance
Impact: funds are still willing to chase high-volatility names, but it’s necessary to confirm whether trading volume can stay around $9.71M.
━━━━━━━━━━━━━
Market view|$BTC $62,416.44 (24H -0.94%)|$ETH $1,840.73 (24H -1.45%)|$EPIC +19.41%
#BTC #ETH #EPIC
0XACE 00 Point Intelligence|EPIC +26.00% · 23:00→00:00 SGT ━━━━━━━━━━━━━ • $BTC $62,791.11(24H -0.42%,1H -0.22%),watching spot for bids as it’s in drawdown Market structure · Continuation · Binance Impact: 1H -0.22%. As BTC weakens, it suppresses altcoin risk appetite; in the short term, funds focus more on transaction absorption near support levels. • $ETH $1,861.44(24H -0.64%,1H -0.39%),ecosystem assets follow the pullback of the majors Market structure · Continuation · Binance Impact: 1H -0.39%. If ETH underperforms expectations, it may drag L2 and DeFi beta; capital is more likely to rotate back to BTC or stablecoins. • $EPIC 24H +26.00%,short-term funds concentrate on strong momentum moves Momentum · Continuation · Binance Impact: Funds are still willing to chase high-volatility tickers, but need to confirm whether traded volume can stay around $9.01M. ━━━━━━━━━━━━━ Market overview|$BTC $62,791.11(24H -0.42%)|$ETH $1,861.44(24H -0.64%)|$EPIC +26.00% #BTC #ETH #EPIC
0XACE 00 Point Intelligence|EPIC +26.00% · 23:00→00:00 SGT
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$BTC $62,791.11(24H -0.42%,1H -0.22%),watching spot for bids as it’s in drawdown
Market structure · Continuation · Binance
Impact: 1H -0.22%. As BTC weakens, it suppresses altcoin risk appetite; in the short term, funds focus more on transaction absorption near support levels.

$ETH $1,861.44(24H -0.64%,1H -0.39%),ecosystem assets follow the pullback of the majors
Market structure · Continuation · Binance
Impact: 1H -0.39%. If ETH underperforms expectations, it may drag L2 and DeFi beta; capital is more likely to rotate back to BTC or stablecoins.

$EPIC 24H +26.00%,short-term funds concentrate on strong momentum moves
Momentum · Continuation · Binance
Impact: Funds are still willing to chase high-volatility tickers, but need to confirm whether traded volume can stay around $9.01M.
━━━━━━━━━━━━━
Market overview|$BTC $62,791.11(24H -0.42%)|$ETH $1,861.44(24H -0.64%)|$EPIC +26.00%
#BTC #ETH #EPIC
0XACE 23 Points of Insight|CZ: The market may be in a bear phase, but there is still plenty of capital… · 22:00→23:00 SGT ━━━━━━━━━━━━━ • CZ: The market may be in a bear phase, but there is still a large amount of capital looking for investment targets Event · New · BlockBeats Impact: A single message is not enough to change the trend. Next, watch trading volume, capital flows, and whether official follow-up can form confirmation. • $BTC $62,958.65 (24H +0.22%, 1H -0.08%), whether the rebound can gain volume is the focus of this hour Market Structure · Continuation · Binance Impact: 1H -0.08%. If BTC’s rebound lacks trading-volume confirmation, it’s likely to become a range repair rather than a new trend. • $ETH $1,869.16 (24H +0.31%, 1H -0.05%), on-chain capital is attempting to repair Market Structure · Continuation · Binance Impact: 1H -0.05%. An ETH repair could lift on-chain beta, but it depends on whether DeFi TVL and trading activity can keep up. ━━━━━━━━━━━━━ Market snapshot|$BTC $62,958.65 (24H +0.22%)|$ETH $1,869.16 (24H +0.31%)|$EPIC +26.91% #BTC #ETH
0XACE 23 Points of Insight|CZ: The market may be in a bear phase, but there is still plenty of capital… · 22:00→23:00 SGT
━━━━━━━━━━━━━
• CZ: The market may be in a bear phase, but there is still a large amount of capital looking for investment targets
Event · New · BlockBeats
Impact: A single message is not enough to change the trend. Next, watch trading volume, capital flows, and whether official follow-up can form confirmation.

$BTC $62,958.65 (24H +0.22%, 1H -0.08%), whether the rebound can gain volume is the focus of this hour
Market Structure · Continuation · Binance
Impact: 1H -0.08%. If BTC’s rebound lacks trading-volume confirmation, it’s likely to become a range repair rather than a new trend.

$ETH $1,869.16 (24H +0.31%, 1H -0.05%), on-chain capital is attempting to repair
Market Structure · Continuation · Binance
Impact: 1H -0.05%. An ETH repair could lift on-chain beta, but it depends on whether DeFi TVL and trading activity can keep up.
━━━━━━━━━━━━━
Market snapshot|$BTC $62,958.65 (24H +0.22%)|$ETH $1,869.16 (24H +0.31%)|$EPIC +26.91%
#BTC #ETH
0XACE 22 Points of Intelligence|Polymarket positioned ahead for Maduro’s arrest… · 21:00→22:00 SGT ━━━━━━━━━━━━━ • Polymarket positioned early to profit from the Maduro arrest event exceeded $400,000 — U.S. military soldier requests dismissal of the lawsuit Regulation · New · BlockBeats Impact: Regulation and enforcement will affect the platform’s compliance costs, and will also change investors’ risk preferences. • The probability of the Fed raising rates by 25 bps in September is now 67% Macro · New · BlockBeats Impact: Changes in macro pricing will first affect the U.S. dollar and risk appetite, and then transmit to BTC and high-volatility altcoins. • $BTC $63,007.99(24H +0.29%,1H +0.00%)— Whether the rebound can come with volume is the focus of this hour Market Structure · Ongoing · Binance Impact: With 1H +0.00%, if the BTC rebound lacks trading support, it’s likely to turn into range repair rather than a new trend. ━━━━━━━━━━━━━ Market Overview|$BTC $63,007.99(24H +0.29%)|$ETH $1,873.16(24H +0.56%)|$EPIC +28.63% #BTC
0XACE 22 Points of Intelligence|Polymarket positioned ahead for Maduro’s arrest… · 21:00→22:00 SGT
━━━━━━━━━━━━━
• Polymarket positioned early to profit from the Maduro arrest event exceeded $400,000 — U.S. military soldier requests dismissal of the lawsuit
Regulation · New · BlockBeats
Impact: Regulation and enforcement will affect the platform’s compliance costs, and will also change investors’ risk preferences.

• The probability of the Fed raising rates by 25 bps in September is now 67%
Macro · New · BlockBeats
Impact: Changes in macro pricing will first affect the U.S. dollar and risk appetite, and then transmit to BTC and high-volatility altcoins.

$BTC $63,007.99(24H +0.29%,1H +0.00%)— Whether the rebound can come with volume is the focus of this hour
Market Structure · Ongoing · Binance
Impact: With 1H +0.00%, if the BTC rebound lacks trading support, it’s likely to turn into range repair rather than a new trend.
━━━━━━━━━━━━━
Market Overview|$BTC $63,007.99(24H +0.29%)|$ETH $1,873.16(24H +0.56%)|$EPIC +28.63%
#BTC
Article
0XACE Daily Intelligence0XACE daily intelligence ━━━━━━━━━━━━━━━━━━ 2026-08-02 | 08-01 00:00 → 08-02 00:00 SGT Cover: 16 hours of intelligence + news sources + token radar Output: 4 major storylines | 6 key events | 4 storyline tokens ━━━━━━━━━━━━━━━━━━ Today’s framework Market status: risk appetite is split; funds rotate around the deterministic main storyline; sentiment index 27/100 (cautious and slightly weak) Main driver: macro and geopolitical disruptions are still affecting the pricing of risk assets Insider variables: market structure is diverging; assets with high turnover and high leverage are more likely to amplify volatility

0XACE Daily Intelligence

0XACE daily intelligence
━━━━━━━━━━━━━━━━━━
2026-08-02 | 08-01 00:00 → 08-02 00:00 SGT
Cover: 16 hours of intelligence + news sources + token radar
Output: 4 major storylines | 6 key events | 4 storyline tokens
━━━━━━━━━━━━━━━━━━
Today’s framework
Market status: risk appetite is split; funds rotate around the deterministic main storyline; sentiment index 27/100 (cautious and slightly weak)
Main driver: macro and geopolitical disruptions are still affecting the pricing of risk assets
Insider variables: market structure is diverging; assets with high turnover and high leverage are more likely to amplify volatility
0XACE 21-point intelligence|Current mainstream CEX/DEX funding rates display… · 20:00→21:00 SGT ━━━━━━━━━━━━━ • The outlook for BTC and ETH based on current mainstream CEX/DEX funding rate displays is weakening bearishness, with market sentiment neutral to slightly weak Market structure · New · BlockBeats / Coinglass Impact: The differentiation between major assets and altcoins continues to widen; in the short term, trading activity and funding rates matter more. • Michael Saylor: BIP-110 can no longer meet the 55% voluntary support threshold within the current Bitcoin mining difficulty cycle Event · New · BlockBeats Impact: A single piece of news is not enough to change the trend; next, watch trading volume, capital flows, and whether official follow-up can provide confirmation. • $BTC $63,051.07 (24H +0.50%, 1H -0.12%); whether the rebound can gain momentum in volume is the focus for this hour Market structure · Continuation · Binance Impact: With 1H -0.12%, if BTC’s rebound lacks trading volume support, it may turn into a range repair rather than a new trend. ━━━━━━━━━━━━━ Market overview|$BTC $63,051.07 (24H +0.50%)|$ETH $1,870.78 (24H +0.35%)|$EPIC +36.65% #BTC #ETH
0XACE 21-point intelligence|Current mainstream CEX/DEX funding rates display… · 20:00→21:00 SGT
━━━━━━━━━━━━━
• The outlook for BTC and ETH based on current mainstream CEX/DEX funding rate displays is weakening bearishness, with market sentiment neutral to slightly weak
Market structure · New · BlockBeats / Coinglass
Impact: The differentiation between major assets and altcoins continues to widen; in the short term, trading activity and funding rates matter more.

• Michael Saylor: BIP-110 can no longer meet the 55% voluntary support threshold within the current Bitcoin mining difficulty cycle
Event · New · BlockBeats
Impact: A single piece of news is not enough to change the trend; next, watch trading volume, capital flows, and whether official follow-up can provide confirmation.

$BTC $63,051.07 (24H +0.50%, 1H -0.12%); whether the rebound can gain momentum in volume is the focus for this hour
Market structure · Continuation · Binance
Impact: With 1H -0.12%, if BTC’s rebound lacks trading volume support, it may turn into a range repair rather than a new trend.
━━━━━━━━━━━━━
Market overview|$BTC $63,051.07 (24H +0.50%)|$ETH $1,870.78 (24H +0.35%)|$EPIC +36.65%
#BTC #ETH
0XACE 20-point intelligence|HYPE open interest heats up · 19:00→20:00 SGT ━━━━━━━━━━━━━ • Hyperliquid open interest heats up; HYPE continues to be the focal point of market structure Market structure · New · BlockBeats / hypeflows Impact: When derivatives activity heats up, price action is more easily amplified by leverage and liquidations. • Russia will expand the ban on cryptocurrency mining to Moscow Event · New · Foresight News Impact: One single piece of news is not enough to change the trend. Next, watch trading volume, fund flows, and whether official follow-ups can form confirmation. • A certain whale’s $72.15 million HYPE long position faces liquidation, with a trigger price of $47.6 Positions/Liquidation · New · BlockBeats / HTX Impact: Funds moving for large addresses and institutional custody accounts can affect short-term expectations—focus on whether the subsequent flow goes to exchanges or cold wallets. ━━━━━━━━━━━━━ Market snapshot|$BTC $63,094.94(24H +0.64%)|$ETH $1,872.35(24H +0.63%)|$EUL +22.38% #HYPE
0XACE 20-point intelligence|HYPE open interest heats up · 19:00→20:00 SGT
━━━━━━━━━━━━━
• Hyperliquid open interest heats up; HYPE continues to be the focal point of market structure
Market structure · New · BlockBeats / hypeflows
Impact: When derivatives activity heats up, price action is more easily amplified by leverage and liquidations.

• Russia will expand the ban on cryptocurrency mining to Moscow
Event · New · Foresight News
Impact: One single piece of news is not enough to change the trend. Next, watch trading volume, fund flows, and whether official follow-ups can form confirmation.

• A certain whale’s $72.15 million HYPE long position faces liquidation, with a trigger price of $47.6
Positions/Liquidation · New · BlockBeats / HTX
Impact: Funds moving for large addresses and institutional custody accounts can affect short-term expectations—focus on whether the subsequent flow goes to exchanges or cold wallets.
━━━━━━━━━━━━━
Market snapshot|$BTC $63,094.94(24H +0.64%)|$ETH $1,872.35(24H +0.63%)|$EUL +22.38%
#HYPE
0XACE 19 Points of Insight|U.S. Bitcoin Spot ETF Saw Total Net Outflows Yesterday… · 18:00→19:00 SGT ━━━━━━━━━━━━━ • U.S. Bitcoin spot ETFs saw total net outflows of $265 million yesterday Market structure · Continuation · Foresight News Impact: A single piece of news is not enough to change the trend. Next, watch trading volume, fund flows, and whether official follow-ups can provide confirmation. • Yesterday, U.S. XRP and SOL spot ETFs recorded net inflows of about $7.69 million and $0.40 million respectively; the HYPE spot ETF saw net outflows of about $1.83 million Market structure · Continuation · Foresight News Impact: A single piece of news is not enough to change the trend. Next, watch trading volume, fund flows, and whether official follow-ups can provide confirmation. • Bitcoin’s current holder concentration is similar to the period just before the FTX collapse, and a “final sell-off” of the bear market may be underway Event · New · BlockBeats Impact: Regulation and enforcement will affect platform compliance costs and also change investors’ risk appetite. ━━━━━━━━━━━━━ Market snapshot|$BTC $63,103.68 (24H -1.03%)|$ETH $1,868.89 (24H -0.77%)|$1000SATS +27.35% #BTC #SOL #HYPE
0XACE 19 Points of Insight|U.S. Bitcoin Spot ETF Saw Total Net Outflows Yesterday… · 18:00→19:00 SGT
━━━━━━━━━━━━━
• U.S. Bitcoin spot ETFs saw total net outflows of $265 million yesterday
Market structure · Continuation · Foresight News
Impact: A single piece of news is not enough to change the trend. Next, watch trading volume, fund flows, and whether official follow-ups can provide confirmation.

• Yesterday, U.S. XRP and SOL spot ETFs recorded net inflows of about $7.69 million and $0.40 million respectively; the HYPE spot ETF saw net outflows of about $1.83 million
Market structure · Continuation · Foresight News
Impact: A single piece of news is not enough to change the trend. Next, watch trading volume, fund flows, and whether official follow-ups can provide confirmation.

• Bitcoin’s current holder concentration is similar to the period just before the FTX collapse, and a “final sell-off” of the bear market may be underway
Event · New · BlockBeats
Impact: Regulation and enforcement will affect platform compliance costs and also change investors’ risk appetite.
━━━━━━━━━━━━━
Market snapshot|$BTC $63,103.68 (24H -1.03%)|$ETH $1,868.89 (24H -0.77%)|$1000SATS +27.35%
#BTC #SOL #HYPE
0XACE 17 points of intel|CEX net inflow of 4,701.35 BTC over the past 7 days… · 16:00→17:00 SGT ━━━━━━━━━━━━━ • CEX net inflow of 4,701.35 BTC over the past 7 days Market structure · New · BlockBeats / Coinglass Impact: the divergence between major assets and altcoins continues to widen; in the short term, more emphasis is on trading volume and funding rates. • Galaxy Research: the value of Bitcoin stolen due to the Coldcard vulnerability has exceeded $70 million Event · Ongoing · Foresight News Impact: a single piece of news is still not enough to change the trend; the next step is to watch trading volume, capital flows, and whether official follow-ups can provide confirmation. • BNB Chain: a former employee, without authorization, used the original official test wallet to issue a new Meme token; legal action has been taken Narrative · New · BlockBeats Impact: a single piece of news is still not enough to change the trend; the next step is to watch trading volume, capital flows, and whether official follow-ups can provide confirmation. ━━━━━━━━━━━━━ Market overview|$BTC $63,076.01(24H -1.16%)|$ETH $1,866.69(24H -0.91%)|$1000SATS +27.97% #BTC #BNB
0XACE 17 points of intel|CEX net inflow of 4,701.35 BTC over the past 7 days… · 16:00→17:00 SGT
━━━━━━━━━━━━━
• CEX net inflow of 4,701.35 BTC over the past 7 days
Market structure · New · BlockBeats / Coinglass
Impact: the divergence between major assets and altcoins continues to widen; in the short term, more emphasis is on trading volume and funding rates.

• Galaxy Research: the value of Bitcoin stolen due to the Coldcard vulnerability has exceeded $70 million
Event · Ongoing · Foresight News
Impact: a single piece of news is still not enough to change the trend; the next step is to watch trading volume, capital flows, and whether official follow-ups can provide confirmation.

• BNB Chain: a former employee, without authorization, used the original official test wallet to issue a new Meme token; legal action has been taken
Narrative · New · BlockBeats
Impact: a single piece of news is still not enough to change the trend; the next step is to watch trading volume, capital flows, and whether official follow-ups can provide confirmation.
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Market overview|$BTC $63,076.01(24H -1.16%)|$ETH $1,866.69(24H -0.91%)|$1000SATS +27.97%
#BTC #BNB
0XACE 16 points of intelligence|Teacher: Bitcoin’s forced selling “fuel” has been exhausted; it’s time to… · 15:00→16:00 SGT ━━━━━━━━━━━━━ • Teacher: Bitcoin’s forced selling “fuel” has been exhausted; need to watch for ETF fund inflow signals Market structure · New · BlockBeats Impact: A single piece of news is not enough to change the trend. Next, watch trading volume, capital flows, and whether official follow-up can form confirmation. • DeFi Kingdoms’ Avalanche L1 DFK Chain will be decommissioned in late August Narrative · New · Foresight News Impact: A single piece of news is not enough to change the trend. Next, watch trading volume, capital flows, and whether official follow-up can form confirmation. • PlanB: Bitcoin has started “bottoming,” typically takes 1–3 months Event · New · BlockBeats Impact: A single piece of news is not enough to change the trend. Next, watch trading volume, capital flows, and whether official follow-up can form confirmation. ━━━━━━━━━━━━━ Market snapshot|$BTC $63,051 (24H -1.40%)|$ETH $1,868.04 (24H -1.12%)|$1000SATS +28.65% #BTC #AVAX
0XACE 16 points of intelligence|Teacher: Bitcoin’s forced selling “fuel” has been exhausted; it’s time to… · 15:00→16:00 SGT
━━━━━━━━━━━━━
• Teacher: Bitcoin’s forced selling “fuel” has been exhausted; need to watch for ETF fund inflow signals
Market structure · New · BlockBeats
Impact: A single piece of news is not enough to change the trend. Next, watch trading volume, capital flows, and whether official follow-up can form confirmation.

• DeFi Kingdoms’ Avalanche L1 DFK Chain will be decommissioned in late August
Narrative · New · Foresight News
Impact: A single piece of news is not enough to change the trend. Next, watch trading volume, capital flows, and whether official follow-up can form confirmation.

• PlanB: Bitcoin has started “bottoming,” typically takes 1–3 months
Event · New · BlockBeats
Impact: A single piece of news is not enough to change the trend. Next, watch trading volume, capital flows, and whether official follow-up can form confirmation.
━━━━━━━━━━━━━
Market snapshot|$BTC $63,051 (24H -1.40%)|$ETH $1,868.04 (24H -1.12%)|$1000SATS +28.65%
#BTC #AVAX
0XACE 15 points of intelligence|Bitcoin ETF net inflow of $172.8 million in July… · 14:00→15:00 SGT ━━━━━━━━━━━━━ • Bitcoin ETF net inflow of $172.8 million Market structure · Added · BlockBeats / Farside Investors Impact: A single piece of news is still not enough to change the trend. Next, watch trading volume, capital flows, and whether official follow-ups can form confirmation. • Address starting with 0x2684 bought nearly 8,000 more Ether again Event · Added · Foresight News Impact: Capital movement by large addresses and institutional custody accounts will affect short-term expectations. Focus on whether the funds flow to exchanges or stay in cold wallets. • The behind-the-scenes story of the “AI stock god” fund liquidation: during the wedding, all-night negotiations to sell Anthropic equity to bring in funds; ultimately, the decision shifted to selling publicly traded stock Narrative · Added · BlockBeats Impact: A single piece of news is still not enough to change the trend. Next, watch trading volume, capital flows, and whether official follow-ups can form confirmation. ━━━━━━━━━━━━━ Market|$BTC $63,108.49 (24H -0.99%)|$ETH $1,870.21 (24H -0.86%)|$GIGGLE +30.48% #BTC #ETH
0XACE 15 points of intelligence|Bitcoin ETF net inflow of $172.8 million in July… · 14:00→15:00 SGT
━━━━━━━━━━━━━
• Bitcoin ETF net inflow of $172.8 million
Market structure · Added · BlockBeats / Farside Investors
Impact: A single piece of news is still not enough to change the trend. Next, watch trading volume, capital flows, and whether official follow-ups can form confirmation.

• Address starting with 0x2684 bought nearly 8,000 more Ether again
Event · Added · Foresight News
Impact: Capital movement by large addresses and institutional custody accounts will affect short-term expectations. Focus on whether the funds flow to exchanges or stay in cold wallets.

• The behind-the-scenes story of the “AI stock god” fund liquidation: during the wedding, all-night negotiations to sell Anthropic equity to bring in funds; ultimately, the decision shifted to selling publicly traded stock
Narrative · Added · BlockBeats
Impact: A single piece of news is still not enough to change the trend. Next, watch trading volume, capital flows, and whether official follow-ups can form confirmation.
━━━━━━━━━━━━━
Market|$BTC $63,108.49 (24H -0.99%)|$ETH $1,870.21 (24H -0.86%)|$GIGGLE +30.48%
#BTC #ETH
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