1. Market observation
Keywords: ETF, ETH, BTC
Strategy (formerly Microstrategy) plans to expand its Bitcoin holdings by issuing $2 billion in senior convertible bonds, a move that has triggered a chain reaction, with companies such as Goodfood and Lightspark also launching similar investment actions. In terms of the development of the cryptocurrency ecosystem, the Ethereum Foundation has launched an open intent framework to simplify cross-chain asset transfers and unify the Ethereum ecosystem, especially to solve the efficiency problems brought about by the increasingly decentralized L2 ecosystem. Under this positive influence, the price of Ethereum has shown an upward trend and is expected to rise to $4,000. In contrast, the Bitcoin market faces the dual test of demand and liquidity. Although some analysts point out that the price of Bitcoin may climb to $99,000, there are obvious differences in market views. Well-known investor Stephen Weiss has reduced his holdings of Bitcoin due to weakening market momentum, and technical analysis also shows that Bitcoin is hovering on the historical indicator line that separates bulls and bears. However, institutional investors including Strategy, Goodfood and BlackRock are still actively deploying, and industry experts such as David Marcus of Lightspark, Aleš Michl, Governor of the Czech National Bank, and Eric Balchunas, an ETF analyst at Bloomberg, also continue to be optimistic about the prospects of Bitcoin, believing that it is expected to usher in a new golden period of development.
2. Key data (as of 09:50 HKT on February 21)
S&P 500: 6,117.52 (+4.01% year-to-date)
Nasdaq: 19,962.36 (+3.37% year-to-date)
10-year Treasury yield: 4.502% (-7.40 basis points year-to-date)
US dollar index: 106.53 (-1.80% year-to-date)
Bitcoin: $98,374 (+5.31% year-to-date), with a daily spot volume of $29.49 billion
Ethereum: $2,742.74 (-18.00% year-to-date), with a daily spot volume of $14.93 billion
3. ETF flows (February 20 EST)
Bitcoin ETF: -$252.8 million
Ethereum ETF: -$13.1 million
4. Important Dates (Hong Kong Time)
Initial jobless claims (20 February 20 21:30)
Actual: 219,000 / Previous: 213,000 / Expected: 215,000
Federal Reserve meeting minutes (February 20, 03:30)
5. Hot News
Australian ETF Operator BetaShares Launches BTC ETF
Franklin Templeton Launches Bitcoin, Ethereum Index ETFs
Canary Fund’s ‘Litecoin ETF’ Added to DTCC Website
Argentina Senate Asks Government for Report on LIBRA Token Scandal
SBF changes political stance to support Trump in first interview in prison, seeks pardon
Crypto exchange Kraken is considering launching a stablecoin
Coinbase will list Kaito (KAITO)
Figure receives SEC approval to issue first interest-bearing stablecoin
Market News: Coinbase and Kraken are still discussing the acquisition of Deribit
Binance Futures will add 50 new U-margined perpetual contracts
Coinbase adds tokenbot (CLANKER) to its coin listing roadmap
Montana's Strategic Bitcoin Reserve Bill Passes Committee Review and Enters House Vote Stage
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