マトリックスポート市場観察：市場の強気な感情は高く、資金調達率の低下は投資家が

Market Trends

In the past week, BTC has generally shown an upward trend. With the clearer signal of interest rate cuts, BTC and the US stock market rose on Friday. BTC broke through $64,000 and entered a narrow range of fluctuations over the weekend. Although BTC fell below the support level of $63,000 on the 27th, it immediately entered a rebound phase. As of the time of writing, the price of BTC fluctuated around $62,800. ETH has a relatively high volatility, with the largest increase of 11% and the largest decrease of 5.4% in the past week (the above data comes from Binance spot, 15:00 on August 27).

Market Analysis Hot Topics

BTC has rebounded more than 30% since hitting a low in August, and market risk appetite has returned

Although the recent rise of BTC is relatively weak compared with the US stock market, BTC has risen by more than 30% since it hit a low of $49,053 in August. The market believes that the positive correlation between BTC and US stocks has increased. Based on the expectation of interest rate cuts and the reduction of market selling pressure (law enforcement agencies have basically completed the distribution of seized BTC, and the distribution of Mt. Goxs creditors is nearing completion), the market risk preference is obvious. At the same time, the market is bullish, but comprehensive data shows that investors tend to be rational.

Powell released a signal of interest rate cut, and the market generally believed that the time for interest rate cut has come

On August 23, Federal Reserve Chairman Powell said that the time has come for policy adjustment, and that he does not seek or welcome further cooling of the labor market, and that his confidence in inflation returning to 2% has increased.

• The Wall Street Journal said that Powell sent the strongest signal of a rate cut so far, indicating that the Federal Reserve intends to take action to prevent further weakening of the U.S. labor market.

• San Francisco Fed President Mary Daly said that the time has come to cut interest rates, but it is too early to judge the extent of the cut. The most likely scenario is that we will continue to see a gradual slowdown in inflation and a sustainable pace of labor market growth. If the economy develops as expected, it is reasonable to adjust policy at a normal pace. If the economy weakens more than expected, more aggressive measures will be needed.

The U.S. Treasury Tokenization Market Exceeds $2 Billion

According to data from RWA monitoring platform RWA.xyz, as of August 25, the size of the U.S. Treasury tokenization market exceeded US$2 billion, of which BlackRocks BUIDL fund had a size of US$502 million, ranking first; Franklin Templetons FOBXX fund had a size of US$425 million, ranking second.

Telegram founder arrested, TON ecosystem affected

On August 26, the founder of Telegram was arrested. The French prosecutors office issued an official statement saying that he was arrested and detained for cybercrime investigations, and pointed out that the detention restrictions taken by the police were extended on August 25, 2024, and the detention time can be extended to a maximum of 96 hours (that is, until August 28). After the news of the arrest of the founder of Telegram was released, the TVL of the TON ecosystem rebounded after a sharp drop. The DOGS community and many other people such as Musk have expressed support for the founder of Telegram.

推奨レイアウト

With the promotion of crypto regulation and related bills, the policy relevance of crypto assets is increasing. Although the expectation of interest rate cuts is good for risky assets, and the multiple positive factors of the US election and BTC halving are superimposed, the volatility of mainstream assets such as BTC is still at a high level. Diversifying assets and making rational investments are currently the best options.

The core-satellite strategy is suitable for most investors. Most of the funds are invested in stable cost-protected products, while a small portion of the funds are allocated to high-yield structured products (for example, 70%-80% of assets are selected for principal-protected products, and 20%-30% are selected for relatively high-risk and high-yield financial products). Through the combination of different products, strategic investments are used to achieve returns in highly volatile markets and control investment risks.

As a global one-stop crypto financial service platform, Matrixport provides users with diversified asset management products, including structured products such as dual-currency investment, Snowball, Shark Fin, Trend Win, etc.; quantitative strategy, passive strategy, subjective strategy and other strategic investments. The above products support multi-currency investment and a wide range of investment cycles.

免責事項：上記の内容は、香港特別行政区、米国、シンガポール、および法律によりそのようなオファーや勧誘が禁止されているその他の国や地域の居住者に対する投資アドバイス、販売オファー、または購入オファーの勧誘を構成するものではありません。デジタル資産取引は極めてリスクが高く、変動が激しい場合があります。投資の決定は、個人の状況を慎重に検討し、金融専門家に相談した上で行う必要があります。Matrixport は、このコンテンツで提供される情報に基づく投資決定について一切責任を負いません。

This article is sourced from the internet: Matrixport Market Observation: Market bullish sentiment is high, and lower funding rates show that investors are becoming more cautious and rational

関連：下院と大統領が互いに拒否権を発動できるSAB121は暗号資産にどのような影響を与えるのか？

原文｜Odaily Planet Daily 執筆者：jk 今週、米国下院は、バイデン大統領による米国SECの仮想通貨会計方針SAB 121への支持を覆す投票を行ったが、投票結果は大統領の決定を覆すために必要な3分の2の投票に遠く及ばなかった。 背景：何が起こったのか？SAB 121とは何ですか？スタッフ会計速報121（SAB 121）は、米国証券取引委員会（SEC）が発行したガイダンスであり、仮想通貨を保有する企業に、これらの資産を貸借対照表に記録し、関連するリスクを開示することを求めています。この速報は、SECの規制対象となるすべての事業体、特に銀行や金融機関に適用され、資本要件の引き上げに直面する可能性があり、それによって仮想通貨保管サービスを提供する能力に影響を与える可能性があります。SECは、SAB 121は開示を強化することを目的とした拘束力のないスタッフガイダンスであると述べました…