CoinEx Insight

Daily View Bitcoin fell from nearly $88,000 to below $83,000 after President Trump announced sweeping reciprocal tariffs, which shook the markets and triggered a sharp retreat in risk assets such as tech stocks and crypto-related equities during after-hours trading. While Trump’s aggressive tariff policies initially drove U.S. stocks to close higher, the markets plunged after hours, with Dow futures dropping more than 1,000 points, further intensifying fears of a potential global trade war.

Daily View Bitcoin is currently showing signs of bearish sentiment, with analysts noting that major bulls are betting against it. The market is responding precariously to macroeconomic cues, including predictions of interest rate cuts by the Federal Reserve. Concerns about regulatory developments in the crypto space are also contributing to volatility.

Daily View Bitcoin's volatility has calmed down to 3.47%, indicating a cautious trading environment. The sentiment remains bearish as major centralized exchanges (CEX) are witnessing significant net outflows, alongside the ongoing regulatory scrutiny in Japan over cryptocurrency internal transactions. Upcoming macroeconomic data from the U.S. may further influence market sentiments.

Daily View Bitcoin is experiencing heightened activity with recent significant inflows and outflows, including a notable transfer of over 97 BTC from a U.S. government address. Additionally, South Carolina's new law permitting state funds to invest in Bitcoin is underscoring growing institutional interest in the cryptocurrency. Meanwhile, gold prices continue to rise, reflecting broader macroeconomic uncertainties and investor sentiment focused on safe havens.

Daily View Bitcoin continues to hold a 61% market dominance, indicating steady interest and consolidation. In addition, the total market capitalization of USDT has exceeded $144 billion, reflecting a growing demand for stablecoins amidst ongoing macroeconomic uncertainties. Various developments, such as the US House finalizing the Stablecoin Transparency and Accountability Act, suggest regulatory interest may further shape market dynamics.

Daily View Bitcoin is experiencing a rebound, driven by increased trading activity and notable wallet movements, including a significant transfer of over 10,000 BTC by Mt. Gox. Traditional markets show positive sentiment, with the SEC's actions hinting at clearer regulations for the crypto sector, fostering investor confidence.

Daily View Bitcoin traders are displaying a bullish sentiment, indicated by 60.52% of futures traders on CEX being optimistic about Bitcoin. However, the Federal Reserve's projected interest rate decision, with only a 14.3% chance of a 25 basis point cut in May, could introduce uncertainty into the broader market. Trading activity around altcoins is significant, particularly with PancakeSwap generating high revenues compared to Uniswap.

Daily View As widely expected, the Federal Reserve maintained the federal funds rate at 4.25%–4.5%. Despite that, the latest dot plot still projects two rate cuts later this year. In addition, the Fed announced a further reduction in quantitative tightening, lowering the monthly roll-off of maturing treasuries to $5 billion from $25 billion—a move that could be seen as easing liquidity concerns. Markets reacted positively to the news, with the S&P 500 closing 1% higher, while Bitcoin surged over 3% to $86,000 as the crypto market followed suit.

Daily View Bitcoin remains steady around $83,000 as the S&P 500 closes down 1%. We believe the BNB ecosystem will continue to attract market attention and liquidity in the near term, while Solana's meme supercycle takes a breather. Traders are closely watching Wednesday afternoon’s interest rate decision and Fed Chair Jerome Powell’s press conference. According to CME’s FedWatch Tool, Fed funds futures indicate a 99% probability that the central bank will keep rates unchanged.

Daily View Bitcoin continues to consolidate around $83,000. Meanwhile, market attention has shifted to BNB Chain, as reflected by the increasing bridge volume to BSC. In traditional markets, gold has surged to $3,000, driven by escalating trade tensions, while the Federal Reserve's upcoming meeting adds to market anticipation. The Bank of Japan and the Bank of England are also set to announce their latest interest rate decisions this week, though markets widely expect both to keep rates unchanged.

Daily View Bitcoin is consolidating around $83,000 with limited momentum. Meanwhile, the BNB ecosystem is seeing renewed interest following CZ's purchase of two meme tokens. Markets are eyeing the Fed's policy meeting this week for further clarity on the macroeconomic forecast.

Overview Yesterday's CPI data came in lower than expected, leading to a market rebound. Daily Macro Bitcoin Performance: Bitcoin rebounded following the CPI data release and is currently trading around $84,000. Bitcoin ETF: Net inflow of $60.4M into Bitcoin ETFs yesterday. Ethereum ETF: Net outflow of $9.8M from Ethereum ETFs yesterday. Macroeconomic Data: On March 12, the U.S. February unadjusted CPI annual rate came in at 2.8%, the lowest level since November last year. Daily Focus MGX Reason for Attention: Crypto exchange Binance and Abu Dhabi-based AI and advanced technology investor MGX announced a $2B investment deal. This is the first institutional investment in Binance to date. Token Performance (24h): BNB: +4.35% How to Participate: This is the largest single investment in a cryptocurrency company and one of the largest investments ever in cryptocurrencies (stablecoins). The investment marks MGX’s first entry into the cryptocurrency and blockchain space through a minority stake in Binance. Next Focus ETH Reason for Attention: Ethereum's revenue over the past 24 hours was only $180.5K, dropping its protocol revenue ranking to 21st place. How to Participate: Ethereum has been underperforming recently, with its price trending downward. Investors should monitor market trends closely.

Overview Yesterday, U.S. President Donald Trump announced a 25% tariff increase on Canadian steel and aluminum products, causing significant market downturns. Daily Macro Bitcoin Performance: Bitcoin has slightly recovered today, currently trading around $82,000. Bitcoin ETF: Net outflow of $220M from Bitcoin ETFs yesterday. Ethereum ETF: Net outflow of $9.8M from Ethereum ETFs yesterday. Macroeconomic Data: Trump’s announcement of increased tariffs on Canadian steel and aluminum has raised concerns in the market. Daily Focus BTC Reason for Attention: Bitcoin’s price has experienced significant volatility due to the tariff policy, driving the overall crypto market downward. Market sentiment remains at extreme fear levels. Token Performance (24h): BTC: +1.44% How to Participate: The market remains uncertain, and further declines are possible. Investors should closely monitor price movements and adjust their strategies accordingly. Next Focus DRB Reason for Attention: DRB, the first token proposed by Grok, has reached an all-time high with a market cap surpassing $40M. In the last 24 hours, it recorded a trading volume of $9.37M and a price surge of 89.2%. How to Participate: DRB has shown strong price performance recently. Investors should keep an eye on its developments to seize potential investment opportunities.

overview BTC below 80,000; Strategy shares fell sharply, losing nearly half their value from their peak, as investors fretted about economic headwinds and pulled back on crypto-related bets that had previously benefited from the election of Donald Trump Daily Macro Bitcoin Market situation: Bitcoin plunged to $76,000 and then rebounded; ETH fell below $2,000 and SOL fell below $120 Bitcoin ETFs: Net outflows of $279 million yesterday Ethereum ETF situation: Net outflows of $34 million yesterday Macroeconomic data: Tomorrow, the United States will release the unseasonally adjusted CPI annual rate in February and the quarterly CPI monthly rate in February Daily Focus ETH Reason to focus: Ethereum fell below $2,000, the low fell to $1,800, and a number of on-chain whales were liquidated. Related Token Performance (24H) : ETH: -10% Market analysis: The cottage market represented by ETH is being sold off Next Focus SOL Reason to focus: The SOL low fell to $110, a whopping 62% drop away from ATH Market analysis: SOL's new proposal is in the works and there is pressure on its short-term price.

Overview Trump has signed an executive order to establish a strategic Bitcoin reserve. Following this announcement, the market saw another sharp decline. Daily Macro Bitcoin Market Performance: Bitcoin dropped to $84,000 before quickly rebounding, currently trading around $88,000. Bitcoin ETF: Net outflow of $83.7 million yesterday. Ethereum ETF: Net inflow of $0 million yesterday. Macroeconomic Data: President Trump signed an executive order to establish a strategic Bitcoin reserve. This reserve will be backed by Bitcoin seized in criminal or civil asset forfeiture proceedings and held as a store of value, with no plans to sell. Daily Focus BTC Reason for Attention: Trump signed an executive order to establish a strategic Bitcoin reserve. The reserve will consist of Bitcoin seized through criminal or civil asset forfeiture, and the U.S. government has stated it will not sell any Bitcoin stored in the reserve, keeping it as a store of value. Token Performance (24h): BTC: -3.54% How to Participate: The market has reacted strongly to this news, causing significant volatility in Bitcoin’s price. Investors should closely monitor market developments. Next Focus Federal Reserve Reason for Attention: Federal Reserve Governor Waller stated at an event in New York that he does not expect a rate cut later this month. However, he still considers two rate cuts later this year as the baseline scenario. How to Participate: The Federal Reserve’s decision on interest rate cuts will depend on multiple factors. Investors should stay informed about macroeconomic conditions.

overview BTC rallied again to $87,000; According to sources, the attendees included executives from several crypto companies, including Coinbase, Chainlink, Exodus, and Strategy. Executives confirmed to attend include Coinbase CEO Brian Armstrong, Chainlink Labs co-founder Sergey Nazarov, Exodus CEO J.P. Richardson, and Strategy Chairman Michael Saylor. Daily Macro Bitcoin Market conditions: Bitcoin is rallying again; The altcoin market rebounded in tandem Bitcoin ETFs: Net outflows of $143 million yesterday Ethereum ETF: Net outflows of $78 million yesterday Macroeconomic data: The US releases ADP employment numbers for February this evening. Daily Focus BTC Reason to focus: The U.S. Senate passed the "Repeal of the IRS DeFi Broker rule" bill, pending approval by the House of Representatives, once completed, not only will the rule be completely repealed, but the IRS will also be prohibited from implementing similar policies in the future. The White House said yesterday that the president was likely to sign the resolution quickly. Related Token Performance (24H) : AAVE: +20% UNI: 6% DYDX: 1% Market analysis : defi projects will remove regulatory risks Next Focus Aariff Reason to focus: U.S. and Canadian officials are in talks to reduce or eliminate tariffs imposed by President Trump on Tuesday, people familiar with the matter said, adding that a deal could be reached as soon as Wednesday. Market analysis: Market inflation expectations will be reduced.

overview BTC plunged to $83,000; US President Donald Trump said he would impose tariffs on imported agricultural products on April 2. Reciprocal tariffs will come into effect on April 2. The tariffs on Canada and Mexico are set to go into effect Tuesday. Daily Macro Bitcoin Market situation: Bitcoin fell sharply; The altcoin market has fallen sharply Bitcoin ETFs: Net outflows of $78 million yesterday Ethereum ETFs: Net outflows of $17 million yesterday Macroeconomic data: The Atlanta Fed's GDPNow model forecasts first-quarter U.S. GDP growth of -2.8% in 2025, compared with -1.5% previously. Daily Focus BTC Reasons to focus: Bitcoin has turned bearish, and its gains over the weekend have completely evaporated. While Trump's statements about cryptocurrency reserves briefly halted the downward momentum, underlying macroeconomic issues remain. Related Token Performance (24H) : BTC: -10% Market analysis: Trump, David Sacks and others will host the first crypto Summit on March 7. There may be positive news to announce. Next Focus ETH Reason for concern: Bybit hackers have completed all 499,000 stolen ETH cleaning, which took 10 days Market analysis: ETH prices fell by 25% in the process

Overview Bitcoin surges back to $90,000; Trump announces plans to establish a crypto strategic reserve including XRP, SOL, and ADA. Daily Macro Bitcoin Market: Bitcoin experiences a strong rebound; altcoin market also sees a significant rally. Bitcoin ETF: Net inflow of $94 million last Friday. Ethereum ETF: Net outflow of $410 million last Friday. Macroeconomic Data: A crucial macroeconomic week ahead, with key U.S. reports including February ISM Manufacturing PMI and unemployment rate data. Daily Focus US Crypto Token Reasons to focus: Trump posted on social media:“After years of suppression by the Biden administration, the U.S. crypto reserve will elevate this critical industry. That’s why my Digital Assets Executive Order directs the Presidential Task Force to advance a strategic reserve including XRP, SOL, and ADA. I will ensure the U.S. becomes the global capital of cryptocurrency. We are making America great again!” 24H Performance of Related Tokens: • SOL: +20% • XRP: +25% • ADA: +60% Market Analysis: U.S.-backed crypto assets see a remarkable surge. Next Focus BTC/ETH Reasons to focus: Trump also stated:“Clearly, BTC and ETH, along with other valuable cryptocurrencies, will be at the core of the reserve. I also like Bitcoin and Ethereum!” Market Analysis: Following this announcement, Bitcoin and Ethereum saw a rapid price surge in a short period.