Crypto Fear & Greed Index
Liquidations History
Bitcoin Ahr999 Index
Bull Market Escape Index
Grayscale Holdings
Grayscale Premium
ETFs Premium/Discount
MicroStrategy's Avg Bitcoin Cost
Bitcoin Long Term Holder Supply
Liquidation Map
2025-05-14
📅 May 14, 2025｜Crypto Research Brief
⛱️ Before We Begin
Cryptocurrencies involve uncertainty and risk. You may lose your entire principal.
This report is for sharing purposes only and does not constitute investment advice. Please make investment decisions rationally.
一、Indicators
The Market
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Currencies: 16,970
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Exchanges: 1,268
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Total Market Cap: $3.5 Trillion (+1.1%)
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24H Trading Volume: $150.25 Billion
Market Dominance:
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BTC: 58.9%
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ETH: 9.20%
Sentiment Indicators
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Fear & Greed Index: 74
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Altcoin Season Index: 29
（Data sourced from CoinGecko）
Stablecoin Metrics
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Market Cap of USD-Pegged Stablecoins: $245.3 B
Liquidation Map
二、SEC&ETF&Policy & Macro Analysis
BTC ETF
ETH ETF
Macroeconomic Overview
📈 Market Analysis
Since mid-April, macro narratives have centered around four key themes:
1.
Trump’s shift in stance (softening tone and pushing forward trade negotiations)
2.
Rising expectations of a recession
3.
Concerns over re-inflation
4.
Federal Reserve policy outlook
Following the conclusion of the Geneva summit and the subsequent joint economic and trade statement, tariff and trade negotiations have temporarily receded from the spotlight.
April CPI Data Highlights
1.
The focus this time is on the month-over-month (MoM) data, which came in at **0.2%**, matching the Cleveland Fed’s forecast.
2.
A significant drop in energy prices helped offset inflation in new/used cars and food. This is likely a major reason why year-over-year (YoY) CPI met expectations while MoM CPI came in slightly lower than expected.
3.
Real income MoM fell by -0.1%, significantly below the previous figure. Since real income reflects the total earnings individuals receive from wages, rents, dividends, and social benefits, it serves as a better gauge of actual purchasing power. This decline in real income is dragging down consumer spending. However, in my view, the main driver of this drop may be stock market correction effects.
Short-term outlook: Slightly bullish. Next focus is Thursday night’s PPI data.
三、Market Highlights
⚠️ Reminder: Meme tokens are very volatile and not backed by fundamentals. Prices are driven by sentiment and may drop to zero. Please stay rational and assess your own risk before investing.
Daily Market Insights
1.Abstract Chain is expected to conduct its TGE by the end of the year.
2.Virtuals Protocol Introduces VIRTUAL Staking Feature
3.Believe Ecosystem Token’s Total Market Cap Surpasses $260 Million, Platform Creates Over 3200 Tokens
4.SEC Seeks Feedback on BlackRock Bitcoin ETF Physical Redemption, Delays Grayscale Solana and Litecoin ETF Proposals
5.Cryptocurrency brokerage firm eToro has completed its IPO in the United States, raising nearly $3.1 billion
On-Chain Trends
Believe
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X：https://x.com/believeapp
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Project Background
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👉 Illustrated Guide
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👉 LaunchCoin 20x in One Day, How Did Believe Create a $200M Market Cap Gold Dog After Going to Zero? | 100x Retrospective
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Rules & Mechanics
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KOL Review
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https://x.com/yuyue_chris/status/1922541237099495645
Pump.fun Sees Its First Breakdown
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Raydium’s LaunchLab Ecosystem Strikes Back
On May 13, on-chain data analyst Adam shared Dune dashboard data on X, showing that in the past 24 hours, Raydium’s token launch platform LaunchLab (including third-party platforms like Letsbonk.Fun built on LaunchLab) saw 198 tokens graduate — surpassing Pump.fun’s 171 graduated tokens during the same period.Adam commented that this marks the first time in history that Pump.fun has faced real competition.
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👉https://en.theblockbeats.news/news/58155
Daily report
2025-07-30 Report
📅 July 30, 2025｜Crypto Research Brief
⛱️ Before We Begin
Cryptocurrencies involve uncertainty and risk. You may lose your entire principal.
This report is for sharing purposes only and does not constitute investment advice. Please make investment decisions rationally.
一、Indicators
📊The Market
Currencies: 17,822
Exchanges: 1,331
Total Market Cap: US$390 B 4.6%📉
24-Hour Trading Volume: US$146 B
BTC 59.6% ETH 11.7%
Gas: 1.4 GWEI
Altcoin Season Index: 41
Fear & Greed Index:73
（Data sourced from CoinGecko）
🧭Stablecoin Metrics
Market Cap of USD-Pegged Stablecoins: $262 B
🔥Liquidation Map
二、SEC&ETF&Policy & Macro Analysis
BTC ETF
ETH ETF
🏙️Macroeconomic Overview
Bitcoin Recent Market Analysis Summary:
1.
Reasons for Price Volatility:
1.
Mainly influenced by investors’ risk-off sentiment.
2.
Recently also affected by fluctuations in China-US trade relations, particularly strong statements from US officials Bassett and Trump regarding China’s tariff policies. Bassett emphasized that increasing pressure on China is crucial, while Trump expressed dissatisfaction with China’s continued purchase of Russian oil.
2.
Macroeconomic Factors:
1.
The ADP employment data will be released on Wednesday. If the data is strong, it indicates a healthy US labor market and strong economic resilience, which reduces the likelihood of a Fed rate cut in September.
2.
A rate cut in July is now almost off the table. The market’s focus has shifted to whether Powell will turn dovish in September, with the ADP data potentially influencing his stance.
3.
On-Chain and Market Sentiment Observations:
1.
Turnover rate has slightly increased during the workweek, but mainly among investors with positions costing over $100,000, reflecting concerns over renewed China-US trade tensions and the Fed’s hawkish stance.
2.
The FOMO (fear of missing out) sentiment has clearly diminished, buying momentum has decreased, but selling pressure is also easing, putting the market in a balanced state of reduced buying and selling.
4.
Technical and Risk Points:
1.
Overall support levels remain stable.
2.
However, the unfilled $112,000 URPD gap still poses a potential risk.
Overall Viewpoint: The market currently faces many uncertainties with frequent data releases and policy announcements, so cautious trading is advised. I personally lean toward expecting Powell to deliver a dovish signal in September to ease pressure, but ongoing attention to upcoming data and speeches is essential.
Learn More
三、Market Highlights
⚠️ Reminder: Meme tokens are very volatile and not backed by fundamentals. Prices are driven by sentiment and may drop to zero. Please stay rational and assess your own risk before investing.
📰Daily Market Insights
1.
Linea Announces Tokenomics: Total Supply of approximately 72 billion tokens, with 9% Allocated for Early User Airdrop
2.Ethereum celebrates its tenth anniversary today, having grown from $0.3 to become the world’s 28th largest asset.
3.Ethereum 10th Anniversary Torch Commemorative NFT Free Minting is Now Open
4.The SEC Approves Bitcoin and Ethereum ETF Physical Redemption Mechanism
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