BloodInStreets

Recently, I’ve noticed a few interesting changes in the foreign exchange market. The market trend not long ago was still dominated by geopolitical factors.
Let’s start with the euro. This round of euro rally has definitely caught a lot of people’s attention. After the news of the US-Iran ceasefire agreement came out, EUR/USD surged for 5 straight days, and ultimately closed up 1.78%. All non-USD currencies rebounded along with it: the Australian dollar rose 2.47%, and the British pound rose 2.04%. It looks like risk-aversion sentiment eased temporarily, and the market has started repricing ris

I just saw a very interesting market change. The Bank of Japan originally planned to raise interest rates in April, but the latest data shows that the probability has dropped to less than 20%, a sharp decline from 50% at the beginning of this week.
The reason is actually quite realistic. Ueda and others pointed out some time ago that rising crude oil prices have worsened Japan’s trade conditions, putting the economy under downward pressure. The deterioration of Middle Eastern tensions has caused oil prices to soar, which will temporarily boost inflation, but in the long run, it will hinder eco

I've been observing the development of Pi Network recently and noticed an interesting phenomenon.
This project's approach is indeed quite different from other cryptocurrency projects. I’ve noticed that its user distribution spans hundreds of regions worldwide, which is quite rare in the crypto space. Most early adopters of cryptocurrencies tend to be tech enthusiasts and investors, but Pi Network involves ordinary users from various regions, creating what could be the most widely distributed community in the history of digital currencies.
Why is this happening? The key lies in its mobile-first

Recently, cryptocurrency news about Mt. Gox has sparked quite a bit of discussion. Former CEO Mark Karpelès proposed a bold idea on GitHub: to recover the stolen bitcoins that have been frozen for over 15 years through a hard fork.
The story of these coins is indeed worth paying attention to. About 80,000 BTC are locked in an address that cannot be accessed. When Mt. Gox went bankrupt, this asset was worth a considerable amount, and now it’s worth a fortune. Karpelès believes this is not an ordinary theft case because these coins are publicly visible, unlike other stolen funds that have disapp

I just came across a pretty important news story, and the flooding issue in Angola is more serious than expected. The heavy rain last weekend directly destroyed the railway in the Lobito Corridor, which connects the mining areas of the Democratic Republic of Congo with the Atlantic port, mainly transporting copper and cobalt needed by the global metals market.
According to a statement from the Lobito Atlantic Railway Company, the flooding caused severe damage near the Hallo River, about 140 kilometers southeast of Benguela, and infrastructure in the Kavao River area was also affected. Now this

Recently, I noticed an interesting phenomenon in the crude oil market. U.S. WTI crude oil suddenly jumped 3% just before the Trump administration's deadline on Iran, with the current trading price around $116 per barrel. But at the same time, the international benchmark Brent crude oil hardly moved, still hovering around $110. The fact that these two oil prices are so out of sync initially seemed quite strange. It wasn't until later that I realized this actually reflects a fundamental rule in the oil market. WTI represents the cost of crude oil for delivery in May, while Brent reflects the cos

I recently came across a pretty interesting piece of news. When Elon Musk was pushing for the SpaceX IPO, he actually set a special condition for the participating banks and advisory firms: they must subscribe to Grok, and this isn't just a suggestion—it's a strict requirement.
According to 1M AI News, Wall Street giants like Morgan Stanley, Goldman Sachs, and JPMorgan Chase were all asked by Musk to do this. Some banks have already agreed to spend tens of millions of dollars annually on Grok subscriptions, and have even integrated it into their IT systems and corporate infrastructure. That mo

I recently saw Michael Saylor's comment on The New York Times' investigation into Satoshi Nakamoto's identity, and his perspective is quite interesting. Saylor straightforwardly states that all the theories about who Satoshi Nakamoto is are essentially just narratives, with no concrete evidence to support them.
His logic is quite clear: if you truly want to prove that someone is Satoshi Nakamoto, relying solely on speculation and stylistic analysis isn't enough. Unless that person can produce Satoshi's private key and sign a message to verify it, everything remains just guesswork. This standar

Recently, I've noticed many people around me discussing quantitative trading. Honestly, I have to say, this is a very deep water for retail investors.
Most retail traders' so-called quantitative trading is actually just buying someone else's app or code scripts, then hoping to get rich overnight. But think about it—if this stuff really could make people consistently profit and never lose, why would the sellers of these systems still come out to peddle them? Once you understand this logic, it's clear that most of these products on the market are scams.
So, what is true quantitative trading? Sim

After the Spring Festival, I took another look at the market, and indeed, many changes have occurred. In this review, I will analyze the recent structure and news sentiment, and share some technical observations as well.
Let's start with the macro perspective. The implementation of the January US CPI data actually provided some relief to the market. Year-over-year 2.4%, month-over-month 0.2%, both milder than expected, which directly supported risk assets like BTC, ETH, and SOL. Coupled with signals from the CLARITY Act advancement, support from the fiscal authorities, and the Senate's push, t

Recently, I’ve seen some crypto media emphasize their editorial independence, and it feels like this topic is becoming increasingly important. Honestly, in an age of information overload, it’s indeed not easy to tell which content is true reporting and which is promotional messaging driven by vested interests.
Take CoinDesk as an example. They recently made their position clear—although there are investors like Bullish in the background, the editorial team insists on independent operation, and reporters follow strict editorial policies to ensure the completeness and objectivity of their covera

Recently, I’ve noticed a pretty interesting market phenomenon. The big players on Wall Street seem to be adjusting their strategies—they believe that the days of holding on to big tech stocks for the past few years may really be coming to an end.
Investment officers at top institutions like BlackRock and UBS have recently been expressing similar views—U.S. economic growth might continue through 2026, but the easy-to-profit phase driven by artificial intelligence is already over. Now, investors need to select stocks more precisely, with capital shifting from crowded large-cap tech stocks to sec

The weekend's geopolitical situation indeed stirred up the crypto market. On Saturday, due to the US-Israel actions against Iran, Bitcoin briefly dropped below $64,000, but rebounded on Sunday, rising over 5% within 24 hours, reaching $66,843. It seems the market is digesting the expectation that the conflict may be shortened.
The reactions of the major cryptocurrencies were more pronounced. Solana surged 10.8%, Ethereum rose 7.5% to recover near the $2,000 mark, which is a very key psychological level for Ethereum. XRP, ADA, and Dogecoin also followed the rebound, with gains between 5% and 7%

Recently, I noticed an interesting phenomenon: those large miners who once firmly held onto Bitcoin are now starting to sell off on a large scale. Previously, HODL was the miners' faith, but now that logic seems to have completely reversed.
From the data, major miners like Core Scientific, Bitdeer, and Riot have sold over 15,000 BTC just in this recent wave, which is no small amount. More directly, Bitdeer has completely emptied its Bitcoin treasury to invest in AI data centers, and Riot has sold $200 million worth of BTC to raise funds. Even Marathon, which has always championed HODL, is now

Recently, I went through the process of testing various mobile verification code receiving platforms again. I’ve encountered many pitfalls before, but now I’ve finally found a few decent ones. Sometimes you just need to temporarily use a number to register for overseas websites or test interfaces. Buying a new SIM card is obviously not practical, so receiving code platforms have become an essential tool.
Honestly, there are quite a few Chinese mobile verification code receiving platforms and overseas number segments to choose from, but their stability varies greatly. Some platforms I used befo

I've recently noticed some interesting movements in Bitcoin. Last week, under the influence of various macro factors, BTC broke above around 71.5K, and although the 24-hour price increase wasn't too rapid, considering the geopolitical volatility over the weekend, this performance is quite steady. Mainstream coins like Ethereum and Solana also responded accordingly, and market sentiment doesn't seem as pessimistic.
What's even more interesting is the performance of the stock market. Despite expectations of a shock, U.S. stocks didn't fall much; the Nasdaq, S&P, and Dow all held up well. Economi

Recently, I came across some analysts' viewpoints, and I found them quite interesting.
They believe that the current wave of market trends can continue, mainly due to two factors acting simultaneously.
One is policy-level support, and the other is that more and more institutions are starting to genuinely participate.
The combination of these two forces is providing substantial support for a bullish market in cryptocurrencies.
Specifically, changes in the policy environment are indeed making a real impact.
Some key policy tendencies are shifting toward a more favorable direction for i

Recently, a fascinating phenomenon has emerged in the crypto market. While everyone is following the trend of perpetual contracts on Hyperliquid for trading oil products, the market-making giant Wintermute has taken a different path.
On Tuesday, Wintermute Asia's derivatives division launched an over-the-counter trading service for WTI crude oil spread contracts. This move may seem low-key, but it reflects a deeper market demand behind it. You see, the advantage of this type of spread contract platform lies in its flexibility — traders can use fiat or cryptocurrencies as collateral, and trade

I just saw that Tally is shutting down, and their CEO's farewell speech is quite interesting. He mentioned that the Biden administration and Gensler aren't actually as opposed to crypto as people think, and in fact, they are somewhat friendly. This perspective is a bit surprising, since everyone usually criticizes the regulators and mentions these two often.
Tally is a platform for DAO governance, so it's a bit unfortunate that they're closing. However, the CEO's statement makes me wonder: have their views on the overall policy environment changed? What exactly is Biden's stance? It seems that

Bitcoin is currently fluctuating around $73k. I’ve noticed that recent open interest has been steadily increasing, indicating that leverage traders in the market are growing. In this kind of sideways market, it seems everyone is adding leverage to bet on movement, and the risk is indeed accumulating.
From on-chain data, the growth rate of leveraged positions is quite noticeable, especially during this consolidation phase. Once the direction is confirmed, these leveraged orders could trigger a chain reaction. So at this point, it’s important to watch out for the risk of leverage liquidations.