Cracks in the Decentralized-AI Bloc: Why Ocean Protocol Walked Away from the ASI Alliance
One-Year Marriage, One-Day Divorce On 9 October 2025 the Ocean Protocol Foundation abruptly resigned from the Artificial Super-intelligence (ASI) Alliance, dissolving the token-merge pact it had signed barely eighteen months earlier with Fetch.ai, SingularityNET and, later, CUDOS. The departure is more than a personnel change: it unwinds roughly 81 % of OCEAN’s circulating supply that had already been converted into FET (now rebranded ASI) and forces the remaining bloc to re-imagine what “dec...
Retail Traders in the 2025 Bull: Hearing the Roar, Never Tasting the Steak
When the Chat Goes Silent “The bull is back, so why are all the Telegram groups dead?” asked user CheesyMac in the Opensky community. “Because everyone’s either in cash or short,” replied Niner. For veterans like Niner, the current run should have been a goldmine. Yet, like many, he admits: “I haven’t made a dime.” Johhny, a full-time trader, echoes the sentiment: “Ever since Trump launched TRUMP, I’ve been bleeding.” They are not outliers. Wagmi Capital partner Mark estimates “90 % of retail...
Why Can’t Buybacks Save DeFi?
The 2025 DeFi Buyback Wave: Leading DeFi protocols spent approximately $800 million on buybacks and dividends in 2025—a 400% increase from early 2024—aiming to boost confidence by emulating public company strategies. Key Project Case Studies:Aave: Conducts weekly buybacks of ~$1 million in AAVE tokens, yet reported negative book profits after the pilot phase.MakerDAO: Uses DAI surplus via its Smart Burn engine to repurchase MKR, but the token price remains at only one-third of its all-time hi...
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Cracks in the Decentralized-AI Bloc: Why Ocean Protocol Walked Away from the ASI Alliance
One-Year Marriage, One-Day Divorce On 9 October 2025 the Ocean Protocol Foundation abruptly resigned from the Artificial Super-intelligence (ASI) Alliance, dissolving the token-merge pact it had signed barely eighteen months earlier with Fetch.ai, SingularityNET and, later, CUDOS. The departure is more than a personnel change: it unwinds roughly 81 % of OCEAN’s circulating supply that had already been converted into FET (now rebranded ASI) and forces the remaining bloc to re-imagine what “dec...
Retail Traders in the 2025 Bull: Hearing the Roar, Never Tasting the Steak
When the Chat Goes Silent “The bull is back, so why are all the Telegram groups dead?” asked user CheesyMac in the Opensky community. “Because everyone’s either in cash or short,” replied Niner. For veterans like Niner, the current run should have been a goldmine. Yet, like many, he admits: “I haven’t made a dime.” Johhny, a full-time trader, echoes the sentiment: “Ever since Trump launched TRUMP, I’ve been bleeding.” They are not outliers. Wagmi Capital partner Mark estimates “90 % of retail...
Why Can’t Buybacks Save DeFi?
The 2025 DeFi Buyback Wave: Leading DeFi protocols spent approximately $800 million on buybacks and dividends in 2025—a 400% increase from early 2024—aiming to boost confidence by emulating public company strategies. Key Project Case Studies:Aave: Conducts weekly buybacks of ~$1 million in AAVE tokens, yet reported negative book profits after the pilot phase.MakerDAO: Uses DAI surplus via its Smart Burn engine to repurchase MKR, but the token price remains at only one-third of its all-time hi...
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Since Trump took office, the cryptocurrency market has not unfolded into the bull market as imagined, but has been full of surprises! Recently, the cryptocurrency market has seen another shift in direction, with all eyes on the Federal Reserve's rate cut movements, and market funds are experiencing new flows...
What is the current cryptocurrency market waiting for?
After reading this, you will at least be three steps ahead of 90% of the emotional retail investors! (The full text is manually typed and dehydrated, it is recommended to collect and read repeatedly)
Core Conclusions First: 1️⃣ On the eve of the Federal Reserve's "money-printing machine" restarting, there has been a key shift in the funding situation. 2️⃣ The BTC strategic reserves of U.S. states are turning from "concept" to "real money," with on-chain data exposing institutional layouts. 3️⃣ Ethereum ETF staking and altcoins may come more fiercely than everyone expected.
The First Key: Federal Reserve Rate Cut Expectations: Is Liquidity About to Explode? Is the Global Faucet About to Open?
Don't be scared by the ghost story of no rate cut in March. Look at the hidden signal of the Federal Reserve's balance sheet—it has quietly expanded by $40 billion in the past 30 days! Although they talk about shrinking the balance sheet, the actual actions have already exposed the signs of money printing. What's more, the TGA account (Treasury account) balance has fallen below the $700 billion mark, which is equivalent to throwing an additional $200 billion of liquidity into the market. Where will the money go if not into a reservoir?
On-Chain Fund Flow Evidence:
In the past two weeks, the net outflow of BTC from exchanges has tripled, and the holdings of whale addresses have reached a four-year high.
The market value of USDT has surged by $3 billion in a single month, with continuous increases in over-the-counter premiums.
DefiLlama data shows that the market value of USDT has exceeded $141 billion, currently at $141.87 billion, setting a new historical record.
Historical data shows that the Federal Reserve's monetary easing policies usually drive Bitcoin prices up. For example, after the 2020 pandemic, the Federal Reserve's massive money printing saw Bitcoin soar from $3,000 to $69,000.
If rate cuts are implemented, market liquidity will increase, pushing Bitcoin and other crypto assets into a new upward cycle.
The Second Key: State Governments Buying Coins in Force!
Utah has just passed a historic bill—allowing the state pension fund to buy BTC! Arizona's coin-buying bill will have its final vote next week, and this institutional FOMO is just getting started.
Recently, several U.S. states are brewing Bitcoin strategic reserve plans, and if this policy is fully implemented, it could become an important source of new market funds.
As of early February 2025, the cumulative holdings of U.S. spot Bitcoin ETFs have reached approximately $110 billion, accounting for more than 5.7% of Bitcoin's total supply. Among them, BlackRock's iShares Bitcoin Trust (IBIT) stands out, holding Bitcoin worth about $40.7 billion. In addition, Fidelity's FBTC had a net inflow of nearly $1.3 billion in January 2025.
Notably, from January 13 to February 5, 2025, the net inflow of U.S.-listed spot Bitcoin ETFs reached $4.4 billion, a year-on-year increase of 166%. Analysts predict that this capital inflow could reach $59 billion by the end of 2025.
These figures indicate that spot Bitcoin ETFs are gaining increasing attention and favor among investors.
If state governments also enter the market to buy Bitcoin, it could further tighten market liquidity and drive prices up. This "official recognition" will undoubtedly enhance Bitcoin's asset status and may even attract more institutional investors to follow.
The Third Key: Undercurrents in the ETF Battlefield
BlackRock's latest holdings report leaks the secret: According to data from February 5, 2025, BlackRock's ETH spot ETF (ETHA) had a single-day net inflow of 100,535 ETH (approximately $285 million), setting a new record for the highest single-day inflow.
Here comes the focus: The market is speculating that BlackRock and Fidelity are applying for ETH staking, but all of this may have to wait until the new SEC chairman takes office in May, which could be the starting gun. An even more intriguing move is that a Wall Street big shot revealed in Congress: "We have prepared a Solana ETF proposal, just waiting for regulatory approval".
Key Points of Long and Short Battle:
The Federal Reserve meeting on March 20 is the first turning point, focusing on whether the "dot plot" hints at rate cuts and a dovish stance.
In the short term, the market may still be affected by macroeconomic data and regulatory policies, with significant volatility. However, from a medium to long-term trend perspective, the crypto market is entering a more positive cycle.
Of course, Trump's unpredictable nature means the market still has uncertainties, and everyone needs to stay rational and manage risks well.
Since Trump took office, the cryptocurrency market has not unfolded into the bull market as imagined, but has been full of surprises! Recently, the cryptocurrency market has seen another shift in direction, with all eyes on the Federal Reserve's rate cut movements, and market funds are experiencing new flows...
What is the current cryptocurrency market waiting for?
After reading this, you will at least be three steps ahead of 90% of the emotional retail investors! (The full text is manually typed and dehydrated, it is recommended to collect and read repeatedly)
Core Conclusions First: 1️⃣ On the eve of the Federal Reserve's "money-printing machine" restarting, there has been a key shift in the funding situation. 2️⃣ The BTC strategic reserves of U.S. states are turning from "concept" to "real money," with on-chain data exposing institutional layouts. 3️⃣ Ethereum ETF staking and altcoins may come more fiercely than everyone expected.
The First Key: Federal Reserve Rate Cut Expectations: Is Liquidity About to Explode? Is the Global Faucet About to Open?
Don't be scared by the ghost story of no rate cut in March. Look at the hidden signal of the Federal Reserve's balance sheet—it has quietly expanded by $40 billion in the past 30 days! Although they talk about shrinking the balance sheet, the actual actions have already exposed the signs of money printing. What's more, the TGA account (Treasury account) balance has fallen below the $700 billion mark, which is equivalent to throwing an additional $200 billion of liquidity into the market. Where will the money go if not into a reservoir?
On-Chain Fund Flow Evidence:
In the past two weeks, the net outflow of BTC from exchanges has tripled, and the holdings of whale addresses have reached a four-year high.
The market value of USDT has surged by $3 billion in a single month, with continuous increases in over-the-counter premiums.
DefiLlama data shows that the market value of USDT has exceeded $141 billion, currently at $141.87 billion, setting a new historical record.
Historical data shows that the Federal Reserve's monetary easing policies usually drive Bitcoin prices up. For example, after the 2020 pandemic, the Federal Reserve's massive money printing saw Bitcoin soar from $3,000 to $69,000.
If rate cuts are implemented, market liquidity will increase, pushing Bitcoin and other crypto assets into a new upward cycle.
The Second Key: State Governments Buying Coins in Force!
Utah has just passed a historic bill—allowing the state pension fund to buy BTC! Arizona's coin-buying bill will have its final vote next week, and this institutional FOMO is just getting started.
Recently, several U.S. states are brewing Bitcoin strategic reserve plans, and if this policy is fully implemented, it could become an important source of new market funds.
As of early February 2025, the cumulative holdings of U.S. spot Bitcoin ETFs have reached approximately $110 billion, accounting for more than 5.7% of Bitcoin's total supply. Among them, BlackRock's iShares Bitcoin Trust (IBIT) stands out, holding Bitcoin worth about $40.7 billion. In addition, Fidelity's FBTC had a net inflow of nearly $1.3 billion in January 2025.
Notably, from January 13 to February 5, 2025, the net inflow of U.S.-listed spot Bitcoin ETFs reached $4.4 billion, a year-on-year increase of 166%. Analysts predict that this capital inflow could reach $59 billion by the end of 2025.
These figures indicate that spot Bitcoin ETFs are gaining increasing attention and favor among investors.
If state governments also enter the market to buy Bitcoin, it could further tighten market liquidity and drive prices up. This "official recognition" will undoubtedly enhance Bitcoin's asset status and may even attract more institutional investors to follow.
The Third Key: Undercurrents in the ETF Battlefield
BlackRock's latest holdings report leaks the secret: According to data from February 5, 2025, BlackRock's ETH spot ETF (ETHA) had a single-day net inflow of 100,535 ETH (approximately $285 million), setting a new record for the highest single-day inflow.
Here comes the focus: The market is speculating that BlackRock and Fidelity are applying for ETH staking, but all of this may have to wait until the new SEC chairman takes office in May, which could be the starting gun. An even more intriguing move is that a Wall Street big shot revealed in Congress: "We have prepared a Solana ETF proposal, just waiting for regulatory approval".
Key Points of Long and Short Battle:
The Federal Reserve meeting on March 20 is the first turning point, focusing on whether the "dot plot" hints at rate cuts and a dovish stance.
In the short term, the market may still be affected by macroeconomic data and regulatory policies, with significant volatility. However, from a medium to long-term trend perspective, the crypto market is entering a more positive cycle.
Of course, Trump's unpredictable nature means the market still has uncertainties, and everyone needs to stay rational and manage risks well.
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