Another ordinary day. Recently, I've been discussing with my friends that the current narrative focus is on tariffs and monetary policy. Of course, Powell's successor is also part of monetary policy. As long as there are no major issues in these two areas, the market remains quite stable. Trump's focus on tariffs is actually quite beneficial, and indirectly, it has also supported the AI initiatives in the U.S., which helps the cryptocurrency sector.

Even Musk's XAI's GROK is collaborating with KALSHI. The imagination space for decentralized prediction market-assisted AI for smart money or prompts is growing larger. Last month, a friend and I talked about this, and I hope to see more products like this in the future.

Various data for Bitcoin remains very robust. Although the FOMO sentiment among investors seems to be receding, the price stability is still good. The market has returned to a situation of reduced sell-offs. At the end of the month, the White House will release its first comprehensive report on $BTC and cryptocurrency policy, which should be one of the reasons the market remains optimistic about BTC. We really have to thank Trump for that.

Support data is also very friendly, with no fresh changes. More chips are starting to gather between $117,000 and $118,000, indicating that there are still quite a few investors buying BTC in this range, which also represents a strong bullish sentiment among investors.

As for $ETH, more attention needs to be paid to ETFs. It has become very clear that the recent surge in ETH spot ETFs over the past month is similar to the BTC spot ETF explosion at the beginning of 2024. Institutions are starting to buy and build positions, especially BlackRock's investors. I wonder if this is directly related to ETH staking and RWA.

Data address: https://docs.google.com/spreadsheets/d/1E9awSVwrVOxKOiaMdYT5YZvfveeFd9ENU-iO6dVcGj0/edit?usp=sharing

This article is sponsored by #Bitget ｜ @Bitget_zh

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