Macro Trends

As the value of Bitcoin continues to rise, countries that initially accumulated it at lower levels have gained significant unrealized profits. At the same time, as major economies such as the United States shift towards a more positive and open stance on Bitcoin, an increasing number of countries are starting to pay attention to and prioritize crypto assets. It is expected that more countries may include Bitcoin as part of their national reserves in the future.

Gate Research Daily Report: On January 21, Raydium fees hit an all-time high of $32.42 million. B² TVL surpassed $380 million, also setting a new historical peak. Digital asset investment products saw inflows of $2.2 billion last week, with $2 billion of that coming from U.S. funds. President-elect Trump nominated Caroline Pham as the acting chair of the CFTC. World Liberty increased its holdings of various crypto assets by over $51 million. The Ethereum Foundation will allocate 50,000 ETH to participate in the DeFi ecosystem, with test transactions already conducted on Aave.

Feng shui and cryptocurrency, seemingly unrelated fields, actually have wonderful commonalities. Feng shui is the wisdom of ancient China, teaching people how to harmonize with nature and avoid misfortune. Cryptocurrency, on the other hand, is a product of modern technology, representing innovation, change, and unlimited possibilities for the future. In the volatile cryptocurrency market, feng shui can help us better understand market cycles, grasp investment rhythms, and make wise decisions.

After Trump's election victory, the crypto market entered a bull run. This report will analyze how investors typically allocate cryptocurrency investments during bull markets, summarizing investment patterns, strategies, and preferred asset allocations. In the recommendations section, it will explore how market sentiment, regulatory policies, and emerging technologies influence investment decisions, providing examples to help investors optimize asset allocation during periods of market growth.

Gate Research Daily Report: On January 20, Solana's price and TVL both reached historic highs. Meteora's daily trading volume surpassed $8 billion. World Liberty Financial increased its holdings by 4,653 ETH. Tether partnered with LayerZero to launch the cross-chain stablecoin USDT0. Trump announced a plan to sign an executive order extending TikTok's showdown deadline.

This article provides an in-depth exploration of the latest developments in U.S. states pushing for the establishment of Bitcoin reserves. It reveals the economic and political motivations behind this trend, and introduces specific proposals from Texas, Pennsylvania, Ohio, New Hampshire, and North Dakota. The article analyzes the potential impacts of these proposals and the motivations of the legislators involved.

Gate Research Daily Report: On January 17, the price of BTC increased by 0.77% over the past 24 hours. The price of ETH decreased by 1.55% during the same period. Tonstakers' TVL surpassed $326 million, setting a new all-time high. Over 30% of Ethereum validators have expressed support for increasing the block gas limit. SOL's market capitalization overtook BNB, reclaiming the fifth position. XRP futures open interest reached a record high of $7.7 billion. Swiss state-owned bank PostFinance AG expanded its services by launching staking offerings. Puffer Finance released its Q2 update, introducing a community-driven reward system.

This article analyzes four major U.S. stock indices (DJIA, S&P 500, NASDAQ Composite, and SOX), covering their composition, calculation methods, volatility, and returns. By examining each index's strengths and limitations across different market conditions, and considering current trends like tech dominance and inflation, it helps investors better understand the U.S. stock market and make informed investment decisions.

Gate Research (January 11-17, 2025) – This report provides a comprehensive analysis of important developments in both the cryptocurrency market and macro economy. The U.S. New York Fed's 1-year inflation expectations for December came in at 3%, up from the previous 2.97%. The U.S. December PPI annual rate recorded 3.3%, below market expectations of 3.4%. The U.S. December unadjusted CPI annual rate was 2.9%, meeting market expectations of 2.9%.

Gate Research Weekly Report: This week, Bitcoin (BTC) showed a V-shaped recovery, reaching the $100,000 mark. In regulatory news, U.S. Senators made digital asset framework legislation a priority for the 119th Congress. Saga formed key partnerships with Virtuals and Eliza Labs to develop Metropolis, a cross-chain AI agent protocol. In technical developments, Pyth Network launched its ultra-low latency oracle, Pyth Lazer, while Solayer achieved a new total value locked (TVL) record of $434M. The Stuttgart Stock Exchange reported that cryptocurrency trading now accounts for approximately 25% of its revenue. Looking ahead, ONDO is scheduled to unlock tokens valued at $2.41B on January 18th.

This article will delve into the concept of Bitcoin strategic reserves and the market impact after their implementation. It will analyze the expected implementation timeline, compare them with traditional strategic reserves, assess potential risks, and explore their adoption trends globally.

The Federal Reserve's interest rate hikes and cuts directly impact the liquidity of the crypto market, U.S. stock market, and even global markets, determining the direction of financial cycles. It is no exaggeration to say that rate hikes often lead to bear markets and tighter funding, while rate cuts typically bring bull markets and looser liquidity, making their impact significant. This article provides a detailed analysis of the principles, processes, and economic effects of the Federal Reserve's interest rate adjustments.

This article explores the crypto market cycle theory, which has its roots in traditional financial markets and helps analyze cryptocurrency price patterns. The market alternates between greed and fear through six distinct stages: the accumulation phase (market stabilization), markup phase (gradual recovery), bubble phase (rapid growth), distribution phase (profit-taking), crash phase (spreading panic), and bottom phase (beginning of a new cycle). Each stage exhibits distinct market characteristics and investor behaviors. By studying market psychology and historical data, investors can better anticipate market movements.

Currently, AI-related projects dominate the cryptocurrency market with over 70% of market interest, while the gaming sector follows with single-digit market share. This concentration of interest has led to an undervaluation of Web3 gaming's innovation and growth potential. This report aims to analyze in depth why many gaming companies entered the Web3 gaming market and why the sector has since lost momentum.

In 2024, India’s cryptocurrency policy highlights the government’s complex balance between innovation and regulation. As a populous nation and a technological powerhouse, India enforces strict market access, high taxes, and innovation-driven measures to promote market standardization. The policy strengthens anti-money laundering and investor protection while fostering blockchain applications like the digital rupee and land registry pilots. However, high taxes and stringent compliance requirements have reduced market activity, driving some investors and businesses abroad. Nevertheless, India’s transparent and technology-driven policies set a unique example for the global crypto market, with profound implications.