Key Market Information Discrepancy on February 2nd – A Must-See! | Alpha Morning Report
By: blockbeats|2026/03/30 09:14:00
0
Share
Top News
1. Gold and Silver Oil Stocks Fell Across the Board on Monday as Market Sentiment Shifted to Cautious
2. Bitcoin Downtrend Continues, Approaching Near 2025 Low Again
4. Peter Brandt Implies in a Post that Bitcoin Will Fall to $58,000
Articles & Threads
1. "With No Good News, Where Will Bitcoin Fall"
The only strong cryptocurrency in the market, Bitcoin, has also begun to falter. In the early hours of the first day of February, a needle pierced $75,000. Directly cleaning out the insider whale we have long trusted. It also reached Strategy, Bitcoin's largest holder, with a cost price. Strategy holds a total of 712,647 BTC, with a total acquisition cost of approximately $54.19 billion, an average cost of about $76,037 per coin. Billions of dollars in profit disappeared. After nearly a year, we once again saw Bitcoin starting with a 7. The peak of the 2021 bull market was $69,000, very close. As usual, we still need to find a reason.
2. "Per Capita Profit of $90 Million, the World's Largest Private Buyer of Gold"
Tether has hoarded around 140 tons, worth approximately 24 billion US dollars. This amount exceeds the reserves of central banks of countries such as South Korea, Hungary, Greece, Qatar, Australia, and others. Tether has become the world's largest gold holder outside of central banks. At this pace, Tether's monthly gold purchases exceed 1 billion US dollars. The price of gold has risen from around 2650 US dollars at the end of September 2024 to over 5100 US dollars now, resulting in Tether's unrealized gains on its balance sheet far exceeding 5 billion US dollars.
Market Data
Daily Market Overall Fund Heat (Reflected by Funding Rate) and Token Unlocks
Data Source: Coinglass, TokenUnlocks
Funding Rate
Token Unlocks
You may also like
BIS's latest research: The future of stablecoins and the global monetary landscape
The report believes that stablecoins will strengthen the dominance of the US dollar in the short term, posing risks to the monetary sovereignty of emerging markets and developing economies, while the long-term trajectory will depend on their adoption models, regulatory responses, and the synergy of ...
Morning News | Michael Saylor releases Bitcoin Tracker information; Aave releases post-attack investigation on Kelp rsETH bridge; Gravity Bridge announces service suspension after being attacked
Overview of Important Market Events on May 31
Three years later: Looking back at my judgment of ChatGPT in 2023
In fact, it's not that difficult to see the big picture; the hard part is admitting that we have repeatedly taken for granted the numbers, speed, and distribution.
From Casino Tools to Global Pricing Machines: The NYSE Leader's Perspective on Hyperliquid
"Why can they do it, but we can't?" This rhetorical question not only reveals the anxiety of traditional exchanges but also reflects the subtle and complex game between TradFi and DeFi after perpetual contracts have shifted from being gambling tools to global price discovery infrastructure.
A Detailed Analysis of "Stock God Serenity" Investment Methodology
In the major trend of AI and other areas, instead of buying the most eye-catching popular stocks, we should drill down along the industry chain to find the most irreplaceable bottlenecks in future architectural migrations, and place bets in advance while old financial reports, old valuations, and ol...
Sharplink CEO: The future of Ethereum is unfolding
The market is focused on the ETH price and foundation controversies, but overlooks the bigger picture: Ethereum is far ahead in stablecoin settlement, RWA, and DeFi, and has already met the conditions for institutional adoption.
Morning Report | Korea Investment & Securities and OKX plan to jointly acquire 40% of Coinone; Polymarket denies implementing KYC comprehensively; Grayscale delays U.S. stock IPO plans
Overview of Important Market Events on May 28
Bit Digital CEO: Why I Bought More ETH
Valuation re-evaluation will never come from retail investors' enthusiasm for narratives; for an asset with such a vast underlying infrastructure, that has always been a fragile foundation. The real catalyst is institutional demand, and institutional demand does not operate according to the timeline...
A Decade of Three Waves of Stock Tokenization from Bitget's Reality: An Unfinished Financial Exploration
Reality represents the latest step in this revolution. What the next step is, is not in Bitget's release materials, but in the next 12 to 24 months, on the first day Nasdaq goes live, on the day the SEC's new regulations take effect, and on the day Bitget can obtain a formal financial license in a m...
"Hu Run Baifu" Dialogue with Sun Yuchen: A New Paradigm of Value Circulation in the Web3 Transformation Cycle
In an exclusive interview with Hurun Report, Sun Yuchen succinctly summarized his long-term core goal: "To enable anyone in the world, regardless of their location or whether they have a bank account, to transfer and use their funds at low cost and high efficiency."
Is it hackers and regulation that ruined DeFi?
The future of DeFi will either move towards a stricter industry self-discipline and compliance framework, forced to compromise on the principles of decentralization; or it will gradually lose market confidence in the ongoing imbalance of offense and defense, leading to long-term marginalization.
Chris Lee: From crypto OG to heavy investments in the three storage giants, predictions on AI bull market corrections, Web4, and opportunities for the younger generation
The Web3 era has passed, following the flow of capital.
Ready for a Walk on the Wilder Side of Proof of Talk 2026? Join WEEX Labs in Paris
Two side events, one mission: to turn passive conference-going into active Web3 experience. From a live AI trading competition with Pudgy Penguins Europe to an exclusive VIP dinner at Le Cafe Marly—here's how WEEX Labs is bringing AI and crypto innovation to life during Proof of Talk 2026.
Gold vs Bitcoin in 2026: Which Market Is Giving Traders Better Opportunities?
Gold or Bitcoin? Discover which market is offering better trading opportunities in 2026, what drives each asset, and how traders can access both gold and Bitcoin from a single USDT account.
Morning News | Coinbase partners with Standard Chartered Bank to expand multi-currency fiat channels; Sharplink and Forward will be included in the Russell Index; JPMorgan may issue stablecoins in the future
Overview of Important Market Events on May 27
Hash Global Founder: Why I Also Chose to Liquidate All My ETH?
The regulatory clarity brought by the CLARITY Act can indeed fix the compliance discount of ETH, but this does not equate to granting it a currency premium similar to gold or BTC. The core positioning of ETH remains as on-chain financial infrastructure, and its long-term valuation should return to f...
Tokenized US Stock Duel: Ondo vs. xStocks, Who is Defining On-Chain Nasdaq?
Tokenization is redefining the issuance, holding, trading, and circulation of stocks.
He Yideng ranked: Since you're here, you might as well
He Yi from Binance was selected for Fortune's "Most Powerful Women in Business" list, expressed gratitude to the community, and announced Binance's new vision: to build financial infrastructure serving 3 billion people worldwide.
BIS's latest research: The future of stablecoins and the global monetary landscape
The report believes that stablecoins will strengthen the dominance of the US dollar in the short term, posing risks to the monetary sovereignty of emerging markets and developing economies, while the long-term trajectory will depend on their adoption models, regulatory responses, and the synergy of ...
Morning News | Michael Saylor releases Bitcoin Tracker information; Aave releases post-attack investigation on Kelp rsETH bridge; Gravity Bridge announces service suspension after being attacked
Overview of Important Market Events on May 31
Three years later: Looking back at my judgment of ChatGPT in 2023
In fact, it's not that difficult to see the big picture; the hard part is admitting that we have repeatedly taken for granted the numbers, speed, and distribution.
From Casino Tools to Global Pricing Machines: The NYSE Leader's Perspective on Hyperliquid
"Why can they do it, but we can't?" This rhetorical question not only reveals the anxiety of traditional exchanges but also reflects the subtle and complex game between TradFi and DeFi after perpetual contracts have shifted from being gambling tools to global price discovery infrastructure.
A Detailed Analysis of "Stock God Serenity" Investment Methodology
In the major trend of AI and other areas, instead of buying the most eye-catching popular stocks, we should drill down along the industry chain to find the most irreplaceable bottlenecks in future architectural migrations, and place bets in advance while old financial reports, old valuations, and ol...
Sharplink CEO: The future of Ethereum is unfolding
The market is focused on the ETH price and foundation controversies, but overlooks the bigger picture: Ethereum is far ahead in stablecoin settlement, RWA, and DeFi, and has already met the conditions for institutional adoption.
Customer Support:@weikecs
Business Cooperation:@weikecs
Quant Trading & MM:bd@weex.com
VIP Program:support@weex.com
