Web3 Investment Report 12/02: Crypto Market, Economic Policies & Key Trends

Web3 Investment Bulletin - February 12: Crypto Market, Economic Policies & Key Trends

I. Key Data

• Fear & Greed Index: 35 (down 2, market sentiment remains low)
• Total Stablecoin Market Cap: $21.2493 billion (slight decrease, data source for stablecoins has changed, leading to higher figures than yesterday)
• Bitcoin Exchange Balance: 2.7282 million BTC (no significant change, data source adjustments affect numbers)
• Net Inflows of US BTC ETFs: $56.76 million
• Total Open Interest for US Spot BTC ETFs (Delta-Adjusted): $4.08 billion (minimal change)
• Long/Short Ratio for US Spot BTC ETFs (Delta-Adjusted): 3.11 (increase)
• Net Inflows of US ETH ETFs: $12.58 million
• BTC CME Open Interest: $16.22 billion (slight decrease)
• BTC CEX Open Interest: $59.678 billion (no significant change)
• ETH CME Open Interest: $2.674 billion (slight decrease)
• ETH CEX Open Interest: $21.618 billion (slight decrease)

Data Sources: CMC, Coinglass, Sosovalue, Glassnode, Looknode

II. Recent Key News

🗣 Powell: US Economy Expanding Strongly, Labor Market Stable

• Powell reiterated a hawkish stance on monetary policy, indicating confidence in deciding when to cut interest rates.
• During a Senate Banking Committee hearing, he made friendly remarks about crypto, stating that "de-banking" issues need review and expressing support for regulatory frameworks around stablecoins.

🔒 Binance Responds to Asset Movement: No Asset Sales, User Funds Protected

• Binance confirms it did not sell its own assets, addressing concerns about reserve wallet changes.

🤝 Trump Family’s Crypto Project WLFI Partners with Ondo Finance to Boost Real-World Asset (RWA) Refinement

• WLFI has pivoted from a lending model to a trading-focused project, impacting its token’s market impact.

⚖️ SEC to Respond to Coinbase Appeal This Week or Issue a New Crypto Regulation Stance

• Potential outcomes:
  • Most favorable: Dropping the lawsuit.
  • Moderately favorable: No opposition to Coinbase’s appeal.
  • Neutral: Delayed response.
  • Unfavorable: Active opposition.

🚀 OKX to List PI (Pi Network)

📢 SEC Crypto Chief: Many Meme Coins May Not Comply with SEC Regulations

• A reasonable stance—loose regulations could lead to more FTX-like incidents.

III. In-Depth Articles & Research Reports

📜 Should Aave Expand to Solana?

• A debate sparked after Nansen’s CEO asked on Twitter about Aave launching on Solana.
• Key arguments:
  • Pro-expansion: Aave has 10x the TVL of Solana’s leading lending protocol, Kamino.
  • Skepticism: Kamino already serves the ecosystem well, and Aave’s previous expansion to Aptos involved a $10 million funding deal, which Solana may not match.

📈 Market Trends & Analysis

💰 Matrixport: If Inflation Continues to Decline, Outlook for Gold & Bitcoin Remains Positive

📊 Upcoming US CPI Data Expected to Favor Bitcoin but Has Low Upside Breakout Probability

📉 Crypto Market Resilience After Powell’s Comments Suggests a Market Bottom

📉 Bitwise: Ethereum Is at One of Its Most Undervalued Levels in Years

• Historical trend: ETH has outperformed BTC in February in 7 of the last 8 years.
• Current concerns: Lack of clear new applications in the Ethereum ecosystem makes long-term optimism uncertain.

IV. Economic Notes

🏛 Today's Topic: Price Controls

• Historical context: Price controls have existed since ancient Egypt and Babylon.
• Modern workplace relevance: Raising minimum wages doesn’t necessarily increase total wage income but may reduce overall labor demand.

💭 Naval’s Insight: Time Valuation

• "Set an ambitious hourly wage for yourself. If solving a problem saves you less than your hourly rate, ignore it. If outsourcing costs less than your hourly rate, delegate it."

📜 Disclaimer: The information and author’s comments may contain factual or opinion-based errors. Discussion and corrections are welcome.
This is not investment advice.

Source.
 
#COINMAP

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