🔍🐳 Whale transactions: 1. pension-usdt.eth shorted 20,100 #ETH ($62.34 million) for a profit of $395,000, then opened a 3x long position of 20,000 #ETH ($62 million). His total profit now exceeds $22.38 million; 2. A trader who previously made $2.07 million on #GOAT created a new wallet, "captainbigballs," on Polymarket and spent $10,500 on a bet that the Iranian regime would fall before January 31.
📊 Ринок пройшов стрес-тест. Підсумки тижня та NFP
Тиждень був напруженим, але закривається позитивно.
Вчорашній звіт по ринку праці США (NFP) став головним індикатором для інвесторів на січень.
Що показали цифри і чому це важливо? 👇
1️⃣ Макро-дані грають за нас
Статистика показала незначне охолодження ринку праці.
Для криптоінвестора це сигнал "Risk On". Чим слабша статистика по праці, тим м'якшою буде політика ФРС (зниження ставок = дешеві гроші для ринків).
Біткойн відреагував спокійно, втримавши ключові зони підтримки.
2️⃣ Вихідні: Час для RWA? 🏛
Поки основні пари ($BTC, $ETH) консолідуються після новин, ліквідність починає шукати ідеї в альткоїнах.
На радарах знову сектор Real World Assets (RWA).
Інституційні звіти на початку року підкреслюють тренд на токенізацію, і на "тонкому" ринку вихідного дня ці активи часто виглядають сильніше за інших.
3️⃣ Психологія ринку
Панічні продажі, яких дехто очікував перед звітом, не відбулися.
Ринок демонструє стійкість (resilience). Відсутність глибокої корекції на поганих новинах — це часто сильніший бичачий сигнал, ніж сам ріст.
$BTC
{future}(BTCUSDT)
$ETH
{future}(ETHUSDT)
$XRP
{future}(XRPUSDT)
$POL (MATIC) has shown strong momentum over the past week📈, pushing price higher and now approaching the yellow zone 🟡, which acts as an important resistance area.
📝 In the past, the green zone🟢 combined with Fear🟦 offered very solid entry and accumulation opportunities, as the asset repeatedly reacted well from these demand levels.
💡Right now, the key question will be the reaction at the yellow zone, whether the price gets rejected again or manages to break above and confirm strength👀
🤔 🤔🤔
To become a millionaire in a year, $40,000 is enough - but there is a nuance.
The idea sounds simple: open a long position on ETH with a leverage of x25 from the current ~$3250, get a position for $1 million and close it when the price doubles.
In practice, this is a bet on an ideal scenario without drawdowns: with such a leverage, even a movement against by a few percent = liquidation
$ETH
{spot}(ETHUSDT)
🇺🇸 Ark Invest CEO: The US will begin actively replenishing the Bitcoin reserve
👨💻SharpLink Gaming strengthened its position in the Ethereum ecosystem by staking $170 million worth of Ethereum on the Linea network.
👥Zcash developers announced the cashZ wallet after their controversial exit from the ECC
🇨🇳The number of blockchain startups in China has increased sharply
📊USDC has surpassed USDT in DeFi usage
🚀Analyst on ETH: Bullish technical signals point to growth despite institutional investors' cautious stance.
🐳A whale has opened long positions in BTC, ETH, SOL, and XRP.
📉Zcash cryptocurrency fell 20% after the departure of its core development team.
😳According to CryptoZeno, the BTC market has seen a significant spike in the Spent Output Age Bands indicator, indicating a significant volume of previously dormant coins moving to exchanges.
🇨🇳China's financial associations have jointly stated that RWA is illegal under current national laws.
#cryptonews
Dusk: The Privacy Blockchain for Regulated Finance
Most financial markets still rely on opaque, centralized infrastructure that limits transparency, slows settlement, and restricts innovation. @Dusk_Foundation is built to move regulated financial workflows on-chain, without sacrificing privacy, compliance, or performance.
Designed for institutional use, #Dusk enables the issuance and management of financial instruments while enforcing KYC/AML, disclosure, and reporting rules directly at the protocol level.
At its core, Dusk leverages zero-knowledge proofs to balance confidentiality and regulation. Participants can prove compliance without exposing sensitive data, preserving counterparty privacy while meeting legal requirements.
Dusk’s dual transaction model gives users flexibility:
Public transactions for transparent, auditable flows
Shielded transactions for confidential balances and transfers
Shielded transactions also support selective disclosure, allowing authorized parties such as regulators or auditors to access required information when needed. $DUSK
Built for speed and finality, Dusk delivers the performance financial markets demand—while enabling a compliant, privacy-preserving future for on-chain finance.
Dusk brings regulated finance on-chain: securely, privately, and by design. $DUSK
$BTC vs Nasdaq Correlation 👀
🗣 I’ve been saying for a while that it’s time to prepare for a bear market, and at this point, most factors support this view: fundamentals, cycles, seasonality, and technical analysis.
📍 One important element is the correlation between BTC and the Nasdaq. Right now, this correlation continues to diverge.
📝 Historically, #Bitcoin bear markets have largely coincided with weakness in the tech sector. This time, however, Btc has already started to decline while the NDX continues to move higher and show relative strength
💡 This leaves us with two main scenarios:
1️⃣ The equity market is lagging, and we may see a correction soon, with crypto acting as a leading indicator, often reacting ~3 months earlier.
2️⃣ The upcoming Btc bear market may be milder than usual, potentially allowing for a stronger counter-trend rally this year, supported by NDX strength, QE, and shifts in Fed leadership.
P.S My view is that the truth likely lies somewhere between these two scenarios. What’s your take?