TheChainAnalyst
Learning crypto fundamentals. Cutting through noise, focusing on how things actually work. Sharing notes and observations.🌐🏆
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🚨⚖️ US Nejvyšší soud odložil rozhodnutí o clou z doby Trumpa — trhy zůstávají na pohotovosti 🇺🇸
US Nejvyšší soud znovu odložil rozhodnutí o právní platnosti cla z doby Trumpa, což zůstává obchodní politika – a trhy – v nejistotě ⏳
Tento případ má význam. Může předefinovat, jak velkou moc má americký prezident nad obchodem. Zatím zůstávají cla v platnosti, ale jejich budoucnost je nevyřešená.
Hlavní dovozci, jako je Costco, již hledají náhradu za úplatky zaplacené, a americké pokladnice potvrdily, že prostředky jsou připraveny, pokud soud zruší cla.
📉 Proč trhy na to dbají
Pokud budou cla zrušena:
Tento případ má význam. Může předefinovat, jak velkou moc má americký prezident nad obchodem. Zatím zůstávají cla v platnosti, ale jejich budoucnost je nevyřešená.
Hlavní dovozci, jako je Costco, již hledají náhradu za úplatky zaplacené, a americké pokladnice potvrdily, že prostředky jsou připraveny, pokud soud zruší cla.
📉 Proč trhy na to dbají
Pokud budou cla zrušena:
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🇺🇸 USA - ČÍNA 🇨🇳 NAPĚTÍ SE OPĚT ZVÝŠÍ! 🤯
Dnešní útok na Venezuelu nemá nic společného s Madurem a všechno se to týká Číny.
Dovolte mi říct, jak: 👇
Venezuela má největší rezervy ropy na světě, s přibližně 303 miliardami barelů.
Čína je největším kupcem venezuelské ropy, obvykle kolem 80%-85% z jejích celkových exportů ropy.
Po útoku na Venezuelu se vliv USA na venezuelské ropné aktiva zvýší a poškodí to Čínu.
Také pondělí bude vysoce volatilní pro akciový trh. Buďte opatrní, kluci!!
#TRUMP #venezuela #china
Dovolte mi říct, jak: 👇
Venezuela má největší rezervy ropy na světě, s přibližně 303 miliardami barelů.
Čína je největším kupcem venezuelské ropy, obvykle kolem 80%-85% z jejích celkových exportů ropy.
Po útoku na Venezuelu se vliv USA na venezuelské ropné aktiva zvýší a poškodí to Čínu.
Také pondělí bude vysoce volatilní pro akciový trh. Buďte opatrní, kluci!!
#TRUMP #venezuela #china
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🔈 Thursday Crypto Recap, Institutions Are Still Building !!
$BTC moved above $97K and price action stayed calm, but the important signals were underneath the surface. Spot Bitcoin ETFs posted $753M in net inflows, the strongest single-day inflow since October, showing institutions are still accumulating.
At the same time, stablecoin and regulation progress continued: Visa and BVNK launched stablecoin payouts, Pakistan signed an agreement to integrate USD1, Germany’s DZ Bank received approval to launch a crypto platform, and NYSE listed a Chainlink $ETH .
This is what “quiet strength” looks like: capital, infrastructure, and regulation moving together.
✅ Full analytics in Telegram -> https://bit.ly/Cryptonewspp
#BTC☀ #MacroInsights
At the same time, stablecoin and regulation progress continued: Visa and BVNK launched stablecoin payouts, Pakistan signed an agreement to integrate USD1, Germany’s DZ Bank received approval to launch a crypto platform, and NYSE listed a Chainlink $ETH .
This is what “quiet strength” looks like: capital, infrastructure, and regulation moving together.
✅ Full analytics in Telegram -> https://bit.ly/Cryptonewspp
#BTC☀ #MacroInsights
Přeložit
$XRP is attempting a structure shift after breaking out of triangle compression.
Technical view: a contracting triangle is resolving upward inside a broader downtrend. The bias stays bullish only if XRP can hold above the breakout area and build acceptance, turning the triangle top into support while respecting the rising trendline.
If XRP slips back inside the triangle, the breakout likely gets delayed or invalidated.
#xrp #Ripple #Xrp🔥🔥
Technical view: a contracting triangle is resolving upward inside a broader downtrend. The bias stays bullish only if XRP can hold above the breakout area and build acceptance, turning the triangle top into support while respecting the rising trendline.
If XRP slips back inside the triangle, the breakout likely gets delayed or invalidated.
#xrp #Ripple #Xrp🔥🔥
Přeložit
🔥 The Fed Story Just Changed — Markets Are Repricing
For months, traders expected rate cuts in 2026. Now that view is fading, and crypto is reacting as liquidity expectations reset.
JPMorgan no longer expects any cuts in 2026 and now forecasts a 25 bps hike in Q3 2027. Goldman Sachs also pushed cut expectations to mid–late 2026, while other banks are delaying their timelines as well. CME FedWatch shows a 95% probability the Fed holds rates at its January meeting.
For $BTC and $ETH , this matters because tighter liquidity usually slows momentum and rewards patience over chasing narratives.
Bottom line: easy money may take longer to return.
#BTC #ETH #MacroInsights
For months, traders expected rate cuts in 2026. Now that view is fading, and crypto is reacting as liquidity expectations reset.
JPMorgan no longer expects any cuts in 2026 and now forecasts a 25 bps hike in Q3 2027. Goldman Sachs also pushed cut expectations to mid–late 2026, while other banks are delaying their timelines as well. CME FedWatch shows a 95% probability the Fed holds rates at its January meeting.
For $BTC and $ETH , this matters because tighter liquidity usually slows momentum and rewards patience over chasing narratives.
Bottom line: easy money may take longer to return.
#BTC #ETH #MacroInsights
Přeložit
BTC After the Correction: What Comes Next? 🤔
In a Benzinga interview, WhiteBIT founder Volodymyr Nosov says the 2025 correction was a healthy reset, and that the market is now shifting from short-term price noise to long-term structure.
His main points: 👇
• Institutions are reshaping crypto
• RWA tokenization could be a major growth driver
• Regulation and real-world adoption matter more each cycle
He also estimates tokenized assets could reach $10–15T within the next 5 years.
#StrategyBTCPurchase #bitcoin
His main points: 👇
• Institutions are reshaping crypto
• RWA tokenization could be a major growth driver
• Regulation and real-world adoption matter more each cycle
He also estimates tokenized assets could reach $10–15T within the next 5 years.
#StrategyBTCPurchase #bitcoin
Přeložit
📊 Solana Approaches Major Resistance
$SOL is once again testing the $141–$145 zone after bouncing from sub-$135. Previous rejections caused deep pullbacks, but the latest correction was shallow (~3–4%), showing improving buyer strength.
Price is holding above all major moving averages (20/50/100/200), which supports a bullish structure. Still, network growth has slowed, which could limit upside without renewed participation.
Break and hold above $145 = bullish continuation toward $165–$180.
Rejection = continued range trading.
#solana #sol #Altcoin
$SOL is once again testing the $141–$145 zone after bouncing from sub-$135. Previous rejections caused deep pullbacks, but the latest correction was shallow (~3–4%), showing improving buyer strength.
Price is holding above all major moving averages (20/50/100/200), which supports a bullish structure. Still, network growth has slowed, which could limit upside without renewed participation.
Break and hold above $145 = bullish continuation toward $165–$180.
Rejection = continued range trading.
#solana #sol #Altcoin
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🚨 BREAKING
There are reports that a “Satoshi-era” whale has become active again after years of silence, with claims of buying around 26,900 $BTC (roughly $2.45B).
If confirmed on-chain, this would be one of the most notable whale reactivations in a long time, and it would show strong conviction at current prices.
For now, it’s important to treat this as unconfirmed until the wallet activity is verified by reliable on-chain tracking.
#BTC #bitcoin #CryptoMarket
There are reports that a “Satoshi-era” whale has become active again after years of silence, with claims of buying around 26,900 $BTC (roughly $2.45B).
If confirmed on-chain, this would be one of the most notable whale reactivations in a long time, and it would show strong conviction at current prices.
For now, it’s important to treat this as unconfirmed until the wallet activity is verified by reliable on-chain tracking.
#BTC #bitcoin #CryptoMarket
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🇰🇷South Korea Signals Spot Bitcoin ETF Launch by 2026
South Korea is taking a major step toward mainstream crypto adoption, with regulators signaling plans to introduce spot Bitcoin ETFs by 2026. The move represents a significant shift in the country’s digital asset policy and long-term financial innovation strategy.
Authorities have indicated that spot crypto ETFs—starting with Bitcoin ($BTC )—will be a key focus, aligning South Korea with markets such as the U.S. and Hong Kong, where demand for crypto-based investment products has grown rapidly.
Alongside $ETH development, the government plans to advance new crypto legislation covering areas such as stablecoins, blockchain finance, and investor protection. These measures aim to create a more secure, transparent, and well-regulated digital asset market.
With clearer regulations and increasing institutional interest, South Korea is positioning itself as a major player in the global crypto ecosystem, paving the way for sustained growth and broader adoption.
Authorities have indicated that spot crypto ETFs—starting with Bitcoin ($BTC )—will be a key focus, aligning South Korea with markets such as the U.S. and Hong Kong, where demand for crypto-based investment products has grown rapidly.
Alongside $ETH development, the government plans to advance new crypto legislation covering areas such as stablecoins, blockchain finance, and investor protection. These measures aim to create a more secure, transparent, and well-regulated digital asset market.
With clearer regulations and increasing institutional interest, South Korea is positioning itself as a major player in the global crypto ecosystem, paving the way for sustained growth and broader adoption.
Přeložit
Bitcoin Is Following the April 2025 Fractal
$BTC is showing very similar price behavior to April 2025:
• Breakout structure looks the same
• Whales are closing longs
• A double-bottom pattern is forming
If history rhymes, this setup could lead to a Q2-2025-style rally.
#BTC #bitcoin #MacroInsights
$BTC is showing very similar price behavior to April 2025:
• Breakout structure looks the same
• Whales are closing longs
• A double-bottom pattern is forming
If history rhymes, this setup could lead to a Q2-2025-style rally.
#BTC #bitcoin #MacroInsights
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🌎💥Geopolitika směřující do roku 2026 se tiše zahřívá.
Svět se nevyčítá náhle nestabilní — jen tichounce se přeorganizuje.
• Výdaje na vojenské výbavy stoupají
• Aliance se zpevňují
• Hrozby všude
Trhy obvykle zůstávají klidné… až přesně předtím, než nejsou.
To neznamená paniku.
Znamená to vědomí rizik.
Nestabilita je ve prospěch připravených, ne emocí.
Sledujte geopolitiku — má větší význam než většina grafů právě teď. ⚠️📈
• Výdaje na vojenské výbavy stoupají
• Aliance se zpevňují
• Hrozby všude
Trhy obvykle zůstávají klidné… až přesně předtím, než nejsou.
To neznamená paniku.
Znamená to vědomí rizik.
Nestabilita je ve prospěch připravených, ne emocí.
Sledujte geopolitiku — má větší význam než většina grafů právě teď. ⚠️📈
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Bitcoin Liquidation Heatmap Explained ✅
The current $BTC liquidation heatmap shows a clear imbalance.
While there are some long liquidations clustered near 88K, the majority of liquidation liquidity is positioned on the short side above the current price.
This matters because markets are often attracted to areas with higher liquidity. If price begins to move upward, short positions may be forced to close, which can accelerate upside momentum.
At the moment, this setup suggests upside pressure remains active, as short sellers carry more risk than longs. Monitoring how price reacts around these zones is key for understanding the next move.
While there are some long liquidations clustered near 88K, the majority of liquidation liquidity is positioned on the short side above the current price.
This matters because markets are often attracted to areas with higher liquidity. If price begins to move upward, short positions may be forced to close, which can accelerate upside momentum.
At the moment, this setup suggests upside pressure remains active, as short sellers carry more risk than longs. Monitoring how price reacts around these zones is key for understanding the next move.
Přeložit
💥 BREAKING
World’s highest IQ holder reportedly says:
“It’s time for $XRP from now on.”
Markets listen when conviction meets intelligence.
Let’s see who’s paying attention 👀
#xrp #Ripple #AltcoinSeason
World’s highest IQ holder reportedly says:
“It’s time for $XRP from now on.”
Markets listen when conviction meets intelligence.
Let’s see who’s paying attention 👀
#xrp #Ripple #AltcoinSeason
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$XRP se převedl z trendu na základní.
Po úplném poklesu a vyčištění likvidity trávil cena týdny úzce konzolidací, což je znakem toho, že prodávací tlak se může vyčerpat.
Trhy obvykle rostou po kompresi.
Další pohyb bude pravděpodobně rozhodující.
#xrp #Ripple #AltcoinSeason
Po úplném poklesu a vyčištění likvidity trávil cena týdny úzce konzolidací, což je znakem toho, že prodávací tlak se může vyčerpat.
Trhy obvykle rostou po kompresi.
Další pohyb bude pravděpodobně rozhodující.
#xrp #Ripple #AltcoinSeason
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💥 JPMorgan: Crypto Correction Nearing Its Final Phase
JPMorgan analysts believe the recent crypto drawdown is almost complete. $ETH flows for Bitcoin and Ethereum are starting to stabilize after early-year outflows.
They describe the move as normal post-rally positioning, not a liquidity crisis. Investors were trimming exposure after a strong 2025 run, not rushing for exits.
Corrections driven by rebalancing usually end faster than those driven by forced selling.
If flows stay stable, attention may soon shift to re-entry instead of risk reduction.
They describe the move as normal post-rally positioning, not a liquidity crisis. Investors were trimming exposure after a strong 2025 run, not rushing for exits.
Corrections driven by rebalancing usually end faster than those driven by forced selling.
If flows stay stable, attention may soon shift to re-entry instead of risk reduction.
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🇺🇸🇷🇺Geopolitické hlavní zprávy znovu způsobují vlny.
Kruhové zprávy naznačují nedávné rozhodnutí Spojených států týkající se zadržených ruských občanů, které někteří interpretují jako diplomatický signál — i když je výklad sporný a potvrzení má význam.
Pro trhy může i předstírané uklidnění ovlivnit krátkodobou náladu: rizikové přirážky na ropy, tok peněz do bezpečných aktiv a rizikové aktiva často reagují dříve, než se fakta úplně uskuteční.
Stojí za pozornost, ale není to důvod k emocionálnímu obchodování. 🌍📊
#oil #Geopolitics
Kruhové zprávy naznačují nedávné rozhodnutí Spojených států týkající se zadržených ruských občanů, které někteří interpretují jako diplomatický signál — i když je výklad sporný a potvrzení má význam.
Pro trhy může i předstírané uklidnění ovlivnit krátkodobou náladu: rizikové přirážky na ropy, tok peněz do bezpečných aktiv a rizikové aktiva často reagují dříve, než se fakta úplně uskuteční.
Stojí za pozornost, ale není to důvod k emocionálnímu obchodování. 🌍📊
#oil #Geopolitics
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Vitalik Buterin sees $ETH as infrastructure, not a product.
He often compares it to Linux or BitTorrent, open systems that scale globally without central control. The goal for $ETH is to become neutral, reliable infrastructure institutions can use without trusting intermediaries.
This matters because institutions don’t want hype.
They want lower risk, stability, and systems that last.
If Ethereum follows this path, adoption may be slow and quiet, but extremely durable.
#ETH #MacroInsights #Crypto
He often compares it to Linux or BitTorrent, open systems that scale globally without central control. The goal for $ETH is to become neutral, reliable infrastructure institutions can use without trusting intermediaries.
This matters because institutions don’t want hype.
They want lower risk, stability, and systems that last.
If Ethereum follows this path, adoption may be slow and quiet, but extremely durable.
#ETH #MacroInsights #Crypto
Přeložit
$BNB is holding the 890–892 support area for the fourth time and reacting with a small bounce. While this may look bullish short term, the bigger liquidity pool remains below support, which keeps downside risk in play.
Market structure is still bearish. Short-term moves can be traps. Capital protection matters more than catching every bounce.
#BNBChain #CryptoMarket #RiskManagement
Market structure is still bearish. Short-term moves can be traps. Capital protection matters more than catching every bounce.
#BNBChain #CryptoMarket #RiskManagement
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