1/ On-chain data shows that Bitcoin's share on exchanges has dropped to its lowest level since November 2017. Over the past eight years, both the cryptocurrency industry and the global macro environment have undergone significant changes, and the continuous outflow of chips from exchanges itself is a signal that the consensus for long-term holding of coins is strengthening.
2/ BlackRock stated that 90% of the investors in its Bitcoin ETF are long-term holders who focus on fundamentals. Even in a bear market environment, the ETF continues to see net inflows, as institutional long-term capital is steadily accumulating.
3/ Breaking: The United States launches a historic bombing campaign against Iran, with Trump announcing large-scale military strikes on Hark Island, rapidly escalating the situation. The US has also issued an ultimatum, stating that if shipping through the Strait of Hormuz is obstructed, it will completely destroy Iran's oil infrastructure.
4/ The stablecoin landscape is changing, with Circle's USDC trading volume surpassing USDT for the first time since 2019 after adjustments. Mizuho analysts predict that by 2026, USDC will handle real economic activities amounting to $2.2 trillion, far exceeding USDT's $1.3 trillion.
5/ Bitcoin's supply growth has fallen below that of gold, with the BTC inflation rate at just 0.84% in 2025, compared to gold's 1.95%; post-halving, the BTC inflation rate will drop below 1%, being only half of gold's annual supply. Data also shows that in the last 7 geopolitical crises, Bitcoin has outperformed stocks and gold in 6 instances.
6/ Crypto whales are stepping in to buy the $TRUMP token, with a dormant wallet activated after 5 months purchasing 2.2 million tokens. Coupled with news of a Trump estate dinner, the token surged by 60% in the short term; however, compared to its $74 peak in January 2025, the token is still down 96%.
7/ Two weeks since the outbreak of the US-Iraq War, the US stock market has evaporated $2.4 trillion, while during the same period, the cryptocurrency market has instead grown by nearly $250 billion, emerging with an independent trend.
8/ Etherscan has issued a warning that Ethereum address poisoning attacks are becoming increasingly automated and widespread. Hackers are luring users to transfer funds incorrectly through similar addresses, so daily transfers must verify the address.
9/ Etherealize CEO Vivek Raman stated that traditional banks are closely monitoring BlackRock and Ethereum trends. The scale of money market funds and stablecoins on Ethereum has surged, coupled with BlackRock's call for a universal blockchain to avoid asset fragmentation, making Ethereum increasingly the optimal vehicle for tokenized assets.
