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Alex Kimi

@alexkimi

654 Following
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Alex Kimi pfp
Alex Kimi
@alexkimi
8 月 14 日，据 QCP Capital 最新报告，BTC 昨夜重回 6 万美元，并在此水平稳定，完全逆转上周一的抛售。尽管 Bitgo 昨夜转移了 20 亿美元的 Mt. Gox BTC，BTC 仍略有上涨，表明市场开始忽视这一供应因素。ETH 现货 ETF 连续两天吸引资金流入，周二净流入达 2430 万美元。 美国生产者价格指数（PPI）数据疲软，使市场预期美联储将在 9 月降息 50 个基点，概率为 52.5%。今晚的美国消费者价格指数（CPI）数据备受关注，若数据疲软，可能支持股票和加密货币等风险资产的反弹。 交易建议方面，尽管加密货币市场受到 ETF 资金流入和贝莱德上周逢低买入的支撑，但由于缺乏重大催化剂，预计在第四季度之前不会有大突破。
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Alex Kimi
@alexkimi
Being mentioned again, let's talk about spot ETFs. I've said since the BTC era that it's not a tool to evaluate BTC price movements but can serve as a reference for US investor sentiment. ETFs and CME more often represent the phased thinking of US investors. In the last two days, BTC spot ETFs have had net outflows but haven't affected BTC price increases; ETH spot ETFs have had net inflows but haven't affected ETH price declines. Does this really have no meaning? I don't think so. First, ETF data can reflect the purchasing power and sentiment of US investors. Secondly, and more importantly, is the selling volume of ETF investors. Although there has been net outflow in recent days, it only accounts for about 0.3% of the total volume each day, which won't cause too much impact on the market. However, if we find continuous large-scale selling of spot ETFs, it may represent signals from brokerages or consistent behavior of long-term investors.
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Alex Kimi
@alexkimi
The Plustoken incident triggered market panic. Despite most ETH already processed and only a small amount aggregated, investors still sold ahead of time. No significant negative news today, the decline may be due to this unconfirmed incident.
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Alex Kimi
@alexkimi
https://warpcast.com/spencerperkins.eth/0x5cbb7ab0
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Alex Kimi
@alexkimi
https://warpcast.com/tonyminh/0xb5c0d305
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Alex Kimi
@alexkimi
https://warpcast.com/vlady/0x7b333af2
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Alex Kimi
@alexkimi
https://warpcast.com/xbornid/0x15ac3481
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Alex Kimi
@alexkimi
https://warpcast.com/dwr.eth/0xe7cb4b7c
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Alex Kimi
@alexkimi
https://warpcast.com/robrecht/0xa16a7645
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Alex Kimi
@alexkimi
https://warpcast.com/pugson/0x74412529
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Alex Kimi
@alexkimi
https://warpcast.com/tusharsoni.eth/0xd625e1a0
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Alex Kimi
@alexkimi
https://warpcast.com/fredwilson.eth/0xbd500b68
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Alex Kimi
@alexkimi
https://warpcast.com/jacopo.eth/0x858c1fbb
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Alex Kimi
@alexkimi
https://warpcast.com/horsefacts.eth/0x0ea95ade
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Alex Kimi
@alexkimi
https://warpcast.com/dwr.eth/0x95c42ec2
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Alex Kimi
@alexkimi
https://warpcast.com/dwr.eth/0xd34e261e
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Alex Kimi pfp
Alex Kimi
@alexkimi
https://warpcast.com/v/0x0d1cfec3
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Alex Kimi
@alexkimi
I'm very excited about the new Farcaster channel moderation system. Read my article on @paragraph. cc @dwr.eth @adrienne @nounishprof
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chuckstock
@chuckstock
my thesis for @farcaster and for @base is the same i had for eth in 2016: builders love building here, and that will have huge second and third-order effects for consumer adoption. just in the last 2 weeks alone, i've had 6 companies ask me about how to get started building on farcaster builders & users are coming
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