The market is wobbling slightly amid macroeconomic pressures: $BTC -1.61%, $ETH -3.11%, but fundamentally, crypto is gearing up for a powerful rally. External macro risks and overheating in the AI sector are creating a temporary dip, while regulators and developers lay the groundwork for a new supercycle in decentralized finance (DeFi 2.0).
▪️ A win for Web3: FinCEN is withdrawing strict requirements for non-custodial wallets in the US. The green light for infrastructure means regulatory pressure is easing.
▪️ Ethereum’s technological breakthrough: The Glamsterdam upgrade test was successful, with the gas limit raised to 200 million. Network throughput is tripling, and fees are falling substantially.
▪️ Macroeconomic risks: Fuel shortages and conflict in the Middle East are driving up inflation. The US Federal Reserve is in no hurry to cut rates, which, along with the risk of an AI bubble (a warning from Ray Dalio), is weighing on risk assets.
▪️ A win for Web3: FinCEN is withdrawing strict requirements for non-custodial wallets in the US. The green light for infrastructure means regulatory pressure is easing.
▪️ Ethereum’s technological breakthrough: The Glamsterdam upgrade test was successful, with the gas limit raised to 200 million. Network throughput is tripling, and fees are falling substantially.
▪️ Macroeconomic risks: Fuel shortages and conflict in the Middle East are driving up inflation. The US Federal Reserve is in no hurry to cut rates, which, along with the risk of an AI bubble (a warning from Ray Dalio), is weighing on risk assets.