🎧Главное за сегодня:
🇺🇸США:
- Трамп ожидает что ФРС снизит ставку и наезжает на Пауэлла
- WSJ: Трамп обсуждает увольнение Пауэлла, а Кевин Уорш (бывший глава ФРС) может стать его преемником
- Трамп: У нас будет сделка с Китаем и "очень уверен" в заключении новой торговой сделки с ЕС
- SEC проведет свой третий круглый стол по политике в отношении криптовалют 25 апреля
🤖#ai16z Eliza Labs представили платформу для запуска #AI-агентов autofun
🤖#IQ также запустили платформу для запуска ИИ-агентов 🚀
💰 a16z приобрели еще #ZRO на 55 млн $ с блокировкой на три года
⛏️ Публичные майнинговые компании продали >40% своих #BTC в марте
📊 Coinbase Premium восстанавливается, Korea Premium отстает
🆕Листинги:
- #INIT (Initia) добавили на Binance Launchpool
- Binance Alpha добавляет#DARK и #GM
- Coinbase International Exchange добавит фьючерсы на #WCT, #BABY, #KERNEL и #PROMPT
🕵️♂️Активность китов и SmartMoney:
- Команда #MELANIA продолжает продавать токены
- кит, участвовавший в ICO Ethereum, перевёл 6000 #ETH из которых продал 3000
✏️События на завтра:
🔓 Разлоки:
- DeBridge (#DBR) - 12,31% (29,07 млн $)
- Official Trump (#TRUMP) - 4,00% (328 млн $)
- Fasttoken (#FTN) - 4,65% (81 млн $)
- Immutable (#IMX) - 1,37% (10,40 млн $)
🔁#XTER Xterio завершит переход на BNB Chain
🙋♂#PEPECOIN Халвинг PepeCoin
🎁#UXLINK Запуск клейма аирдропа за 3 сезон
📊Экспирация крипто-опционов
📝 Окончание голосования: Обновление токеномики #CAKE (PancakeSwap)
🗽#RWA Завершение TokenizeThis 2025 в Нью-Йорке
🇺🇸 Good Friday - выходной
⭐️UFLY BIG News
Exciting news! 💥 UFLY Capital's H1 2025 performance is in:
As of June 30, 2025, our fund achieved a 6.25% net return (post-management fees) and a 20.05% annualized IRR! 📈 Outperforming S&P500 (+4.21%) & BTC (~+7.5%).
Founded by the UXLINK co-founders, investors and other entrepreneurs , its UFLY Labs is dedicated to investing in & accelerating UXLINK ecosystem, blockchain, and AI projects. We've made solid strides in H1:
✅ Full compliance & CIMA filing
✅ Strong conviction in #BTC, #AI & #UXLINK , continuously building positions
✅ Barbell strategy in traditional finance: long allocation to US/HK stocks/ETFs, USD bonds, & gold
✅ Invested in 23 Web3/AI projects, with 60% TGE & 40% listed on top exchanges (Binance, UPBIT, OKX, Bybit, Bithumb). UFLY Labs leverages the UXLINK global community for unique growth support.
Looking ahead to H2 2025:
👊 Continued long #BTC and #UXLINk holdings & selective primary market investments
👊 Focus on Nasdaq tech stocks & high-growth HK tech stocks
👊 Leading investment in
@XerpaAI
, an AI project supporting tech company growth
👊 Locking in high-yield long-term USD bonds for stable cash flow & increasing gold holdings for inflation hedging.
🔍🐳 Transactions of whales and institutions:
1. Wallet associated with Chun Wang (F2Pool), brought out 9,000 #ETH ($17.86 million) from Binance and transferred it to Aave. The wallet currently holds 79,818 #ETH ($158.72 million);
2. NYDIG translated 4,500 #BTC ($295.5 million) to Wintermute, Cumberland, FalconX, B2C2 Group and Galaxy Digital, likely for sale.
#BTC - $16.6bln in Cumulative Shorts Liquidation sits on the way to $122k 💰
#ETH - $9bln in Cumulative Shorts Liquidation sits on the way to $4300 💰
I think it's just a matter of time until we see a short squeeze↗️😈
😂
🤣
🥲
☺️
😊
🙂
🇺🇸
🇺🇸
🇺🇸 POWELL JUST HINTED ABOUT THE BIGGEST ALTSEASON CATALYST
His tone today was measured but quietly bullish, signaling no rush to tighten further, and possibly the start of a liquidity shift.
Here’s what stood out
😀
• “Outlook hasn’t changed much since September.”
→ Stability signal. No new tightening bias, no hawkish surprise, markets like certainty.
• “Policy toolkit working very well.”
→ Confident tone, suggesting no need for aggressive interventions or rate hikes.
• “Pre-shutdown data shows growth stronger than expected.”
→ The economy is resilient enough to handle a soft pivot, not weak enough to scare, but strong enough to ease gradually.
• “May be approaching the end of balance sheet contraction in coming months.”
→ This is the key. When the Fed stops shrinking its balance sheet, liquidity starts returning to the system.
Ending QT means that drain stops and liquidity stabilizes.
Historically, the end of QT has aligned with the early stages of bull markets across risk assets.
Powell didn’t promise a cut.
But he quietly admitted the tightening phase is nearing its end.
That means one thing:
Liquidity could soon start expanding again.
And if history is any guide 👇
→ This is exactly where the biggest alt rallies begin.
Every major altseason since 2017 started after the Fed paused or ended balance sheet contraction.
Liquidity first returns to #BTC, then flows down the curve to #ETH, and finally to mid-caps and memes.
Powell’s message tonight wasn’t loud, but it was clear:
The Fed’s done fighting the past.
Now it’s preparing for the next phase.
And the market, especially alts just got its first confirmation of a big rally 🛸👩🚀