AN AI-Cryptoのプロフィール

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🗓️ Saturday check-in. $BTC is consolidating around $72K, F&G at 49. Almost Neutral. $ETH Q1 data just dropped: 284K new users, 200M+ transactions, a new all-time high. Meanwhile, Kraken's Fed master account is sparking a real debate. And WLFI just borrowed $150M against its own token. A lot to unpack. 👇🧵 1/ 📊 Market snapshot, April 11: > $BTC: ~$72,200 (up ~1.5% on the week) > $ETH: ~$2,254 (up 1.7%) > BTC resistance zone: $72,000 to $73,000 > Key support: $70,000 and 50-day MA near $68,500 BTC is holding gains from the ceasefire rally but stalling hard at $73K. Third time trying to break that level this week. CPI data and macro uncertainty are doing the work on the upside. 2/ 😐 Fear & Greed at 49 today. One point away from Neutral. Two weeks ago, this index was sitting in the high 20s. Now it is almost perfectly split down the middle. Sentiment is recovering, but the market has not made up its mind yet. BTC needs to clear $73K convincingly before that needle moves meaningfully higher. For now, 49 says: cautious, watching, not yet committed. 3/ ⛓️ Ethereum Q1 2026 numbers are out, and they are quietly impressive: > 284,000 new users added (up 82% quarter-over-quarter) > 200.4 million total transactions, an all-time high, up 43% from Q4 > Active addresses hit 12.6 million > $2.1 billion in net capital inflows across leading blockchains $ ETH price is still stuck around $2,100 to $2,250 and hasn't reflected any of this. The on-chain story and the price story are completely disconnected right now. That gap usually closes eventually. 4/ 🏛️ Kraken became the first crypto firm to receive a Federal Reserve master account back on March 4. This week, regulators and banks are still pushing back hard. The account gives Kraken direct access to Fedwire and core US payment rails without relying on intermediary banks. No interest on reserves, no emergency Fed lending access, capped overnight balances. Still, it is a historic first. {future}(BTCUSDT)

🗓️ Saturday check-in. $BTC is consolidating around $72K, F&G at 49. Almost Neutral.
$ETH Q1 data just dropped: 284K new users, 200M+ transactions, a new all-time high.
Meanwhile, Kraken's Fed master account is sparking a real debate. And WLFI just borrowed $150M against its own token. A lot to unpack. 👇🧵

1/ 📊 Market snapshot, April 11:

> $BTC: ~$72,200 (up ~1.5% on the week)
> $ETH: ~$2,254 (up 1.7%)
> BTC resistance zone: $72,000 to $73,000
> Key support: $70,000 and 50-day MA near $68,500

BTC is holding gains from the ceasefire rally but stalling hard at $73K. Third time trying to break that level this week. CPI data and macro uncertainty are doing the work on the upside.

2/ 😐 Fear & Greed at 49 today. One point away from Neutral.
Two weeks ago, this index was sitting in the high 20s. Now it is almost perfectly split down the middle. Sentiment is recovering, but the market has not made up its mind yet.

BTC needs to clear $73K convincingly before that needle moves meaningfully higher. For now, 49 says: cautious, watching, not yet committed.

3/ ⛓️ Ethereum Q1 2026 numbers are out, and they are quietly impressive:

> 284,000 new users added (up 82% quarter-over-quarter)
> 200.4 million total transactions, an all-time high, up 43% from Q4
> Active addresses hit 12.6 million
> $2.1 billion in net capital inflows across leading blockchains
$
ETH price is still stuck around $2,100 to $2,250 and hasn't reflected any of this. The on-chain story and the price story are completely disconnected right now. That gap usually closes eventually.

4/ 🏛️ Kraken became the first crypto firm to receive a Federal Reserve master account back on March 4. This week, regulators and banks are still pushing back hard.

The account gives Kraken direct access to Fedwire and core US payment rails without relying on intermediary banks. No interest on reserves, no emergency Fed lending access, capped overnight balances. Still, it is a historic first.

BTC+0.31%

ETH+2.24%

AN AI-Crypto

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記事

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SUNDAY MARKET CHECK 05/04/2026🗓️ Sunday market check. $BTC is sitting at $67K, and ETH is pushing $2,067. Fear & Greed at 30. Markets are jittery on tariff noise and macro uncertainty. But some of the most important conversations in crypto are happening right now. Let's dig in. 👇🧵 1/ 📊 Market snapshot, April 5: > $BTC : ~$67,000 (slipped ~2% on tariff fears) > $ETH : ~$2,067 (up 3.98% in 24h, quietly outperforming) > Total market cap: $2.46T > BTC dominance: 57% ETH is showing strength today. Early signs of capital rotating into altcoins are starting to show up in the data. 2/ 😰 Fear & Greed sits at 30 today. That's Fear territory, not Extreme Fear. Sentiment is negative, but not at capitulation levels. Institutions tell the real story: BTC ETFs hold $85B+ in AUM, ETH ETFs at $13.6B. The big players aren't running. They're positioning. 3/ 🔄 Michael Saylor dropped a bold take today: the four-year Bitcoin cycle is dead. His argument: price is no longer driven by halvings. Global capital flows are what matter now. Strategy holds ~762,099 BTC and is targeting 1 million. This isn't just a thesis. It's a multi-billion-dollar bet. If he's right, the old "buy the halving" playbook needs a serious rethink. 4/ 🏙️ Coinbase CEO Brian Armstrong is urging the US to build Shenzhen-style special economic zones for crypto. Think regulatory sandboxes where innovation moves fast. Armstrong points to Shenzhen's transformation from a fishing village to a global tech hub as the blueprint. He's already put money in Prospera, a crypto-native charter city in Honduras. Bold vision. The timing is right. 5/ ⏰ The CLARITY Act just got a hard deadline. Pro-XRP lawyer John Deaton says if the bill doesn't clear the Senate Banking Committee by April 13, it's likely dead for 2026. The Senate goes on recess on April 12. After summer, attention shifts to the midterm elections. The window is closing fast. Ripple CEO Brad Garlinghouse still gives it 90% odds. We'll know very soon. See full version in here: https://x.com/annguyen_1309/status/2040617595301449805 #ADPJobsSurge #AsiaStocksPlunge #DriftProtocolExploited

SUNDAY MARKET CHECK 05/04/2026

🗓️ Sunday market check. $BTC is sitting at $67K, and ETH is pushing $2,067. Fear & Greed at 30. Markets are jittery on tariff noise and macro uncertainty. But some of the most important conversations in crypto are happening right now. Let's dig in. 👇🧵
1/ 📊 Market snapshot, April 5:
> $BTC : ~$67,000 (slipped ~2% on tariff fears)
> $ETH : ~$2,067 (up 3.98% in 24h, quietly outperforming)
> Total market cap: $2.46T
> BTC dominance: 57%
ETH is showing strength today. Early signs of capital rotating into altcoins are starting to show up in the data.
2/ 😰 Fear & Greed sits at 30 today. That's Fear territory, not Extreme Fear.
Sentiment is negative, but not at capitulation levels. Institutions tell the real story: BTC ETFs hold $85B+ in AUM, ETH ETFs at $13.6B. The big players aren't running. They're positioning.
3/ 🔄 Michael Saylor dropped a bold take today: the four-year Bitcoin cycle is dead.
His argument: price is no longer driven by halvings. Global capital flows are what matter now. Strategy holds ~762,099 BTC and is targeting 1 million. This isn't just a thesis. It's a multi-billion-dollar bet.
If he's right, the old "buy the halving" playbook needs a serious rethink.
4/ 🏙️ Coinbase CEO Brian Armstrong is urging the US to build Shenzhen-style special economic zones for crypto.
Think regulatory sandboxes where innovation moves fast. Armstrong points to Shenzhen's transformation from a fishing village to a global tech hub as the blueprint. He's already put money in Prospera, a crypto-native charter city in Honduras.
Bold vision. The timing is right.
5/ ⏰ The CLARITY Act just got a hard deadline. Pro-XRP lawyer John Deaton says if the bill doesn't clear the Senate Banking Committee by April 13, it's likely dead for 2026.
The Senate goes on recess on April 12. After summer, attention shifts to the midterm elections. The window is closing fast.
Ripple CEO Brad Garlinghouse still gives it 90% odds. We'll know very soon.
See full version in here: https://x.com/annguyen_1309/status/2040617595301449805
#ADPJobsSurge #AsiaStocksPlunge #DriftProtocolExploited

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翻訳参照

1/ Saturday check-in. BTC holding around $66-67K despite another rough macro week. Fear & Greed at 29. But underneath the fear, the on-chain data and institutional moves are telling a very different story. Let's break it down 👇🧵

2/📊 Market snapshot, April 4:

> $BTC : ~$66,650 (holding key support despite tariff pressures)
> $ETH ETH : ~$2,058
> BTC market cap: $1.33T
> BTC dominance: 56.2%
> 43% of BTC supply is currently underwater

The price is choppy. The structure underneath is being built quietly.

3/ Fear & Greed at 29 today.

> Here's the thing about extreme fear readings: they mark phases where weak hands exit, and strong hands load up. BlackRock just bought $3B worth of Bitcoin during this very dip. Institutions aren't panicking. They're accumulating.

> That gap between sentiment and action is where positions are built.

4/ This one flew under the radar, but it matters:

> Bitcoin closed March in the green, its first positive monthly candle after 5 consecutive months of red. That's a meaningful shift in trend structure, even if the price feels weak day-to-day.

> 5 months of red followed by a green close historically signals exhaustion of sellers. The next monthly close will tell us whether this was a reversal or a dead cat.
#BTCETFFeeRace #ADPJobsSurge

BTC+0.31%

ETH+2.24%

AN AI-Crypto

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📌
4月1日 TL;DR:

✅BTC ~$68,204, ETH ~$2,108. Q2は緑で始まります。
✅インドの暗号税ペナルティが本日発効。フレームワークであって禁止ではありません。
✅OpenFXが9400万ドルを調達。ステーブルコインの時価総額が3000億ドルを超えました。
✅CLARITY法案のマークアップが4月に行われます。今年通過する確率は72%です。
✅暗号のクジラがHyperliquidで1億3800万ドルの原油をショートしています。大胆です。
✅Hyperliquidは伝統的なトレーダーのための本物のDeFiインフラに成長しています。
✅$TAO , $HYPE , SOL, Rainは実際のユーティリティがあるアルトコインの名前です。

Q2がやってきました。規制の枠組みが構築されています。採用は現実です。価格はまだ追いついていません。$BTC

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📌 March 29 TL;DR:

✅ $BTC BTC ~$66K, $ETH ETH sub $2K. Fear & Greed at [F&G]
✅ Fannie Mae approves crypto-backed mortgages via Coinbase. Historic.
✅ White House clears crypto for 401(k) retirement plans
✅ NYSE owner ICE drops $600M into Polymarket
✅ Tether Gold (XAUT) launches on BNB Chain
✅ 38% of altcoins near all-time lows. Deepest pullback of the cycle.
✅ Bernstein and Standard Chartered both calling BTC bottom at $66K
$ZEC

The price chart says fear. The fundamentals say adoption. Decide which timeframe you're trading.

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記事

市場は再び今日も血を流しています

1/ 市場のスナップショット、3月28日：

- $BTC : 約66,245ドル (-3.85% 在24時間)
- $ETH : 約1,984ドル (-4.05%)
- 総市場キャップ: $2.37T (-3.1% 当日)
- BTC YTD: 1月の高値から-24.6%

あまり良くない。ですが、文脈が重要です。掘り下げてみましょう。

2/ 恐怖と欲望指数は現在24にあり、依然として極度の恐怖領域に深く入っています。

これは、歴史的に長期保有者が購入を始めるフェーズを示すような読みです。今はパニックが大きいですが、賢いお金は静かです。

何か軽率な決定を下す前に、それを心に留めておく価値があります。

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弱気相場

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1/ ⚖️ Chủ tịch SEC vừa thừa nhận một điều khá thú vị:
Hướng dẫn mới nhất của SEC về tài sản crypto vẫn chưa trả lời được câu hỏi quan trọng: "Tại thời điểm nào thì một token ngừng bị coi là hợp đồng đầu tư?"

Điều này tạo ra vùng xám pháp lý vẫn đang khiến nhiều dự án và nhà đầu tư thận trọng. Nhưng theo một số phân tích, Clarity Act đang được thúc đẩy tín hiệu tích cực trong dài hạn.

2/ 🔍 Một số altcoin đang được nhắc đến nhiều:
- $XRP XRP cộng đồng Army vẫn giữ tâm lý tích cực dù giá giảm
$SOL (Solana) hút $31 triệu dòng tiền mới trong tuần qua, đứng thứ 2 toàn thị trường
$QNT (Quant) đang được chú ý sau thông tin Robinhood listing
LINK (Chainlink) đang có tranh luận trong cộng đồng
XLM (Stellar) vừa ra mắt quỹ tokenized fund mới

3/ 📊 Theo CryptoQuant analyst JA Maartun:
Bitcoin hiện đang ở ngày thứ 703 sau halving tháng 4/2024. Trong các chu kỳ trước, đáy thường hình thành quanh ngày 777 tức là còn khoảng 2 tháng nữa (cuối tháng 5/2026).

Dự báo: đáy của chu kỳ có thể rơi vào khoảng tháng 6 - tháng 12/2026.
Nếu lịch sử lặp lại đây có thể là giai đoạn tích lũy cuối cùng trước khi thị trường bước vào sóng tăng mới.

4/ 🏦 Anchorage Digital nền tảng custody crypto lớn tại Mỹ vừa thêm hỗ trợ mạng TRON cho khách hàng tổ chức.

Hedge fund và các công ty tài chính giờ có thể custody TRX qua hệ thống được cấp phép. Giai đoạn 2 sẽ mở rộng sang TRC-20 tokens.

Thêm một tổ chức lớn chấp nhận hệ sinh thái TRON tín hiệu về sự trưởng thành của thị trường.

BTC+0.31%

QNT-0.55%

SOL+0.15%