业务飞增背后的5点竞争优势。

Focus on on-chain data and review daily news.

The stock price challenged a new all-time high again in the early trading session, and then fell back. BTC stabilized at its recent highs, and trading activity was flat. However, Coinbase's stock price fell 9% yesterday, which was a significant divergence from the BTC price.

The existence of a US spot ETH ETF is just a matter of when, not if.

This article takes Ethereum as a comparison object and briefly introduces the characteristics of Solana's smart contract programming model.

Yesterday (15MAY24), important economic data was released. After three consecutive inflation data exceeded expectations in the past few days, the US CPI index was roughly in line with expectations. In terms of digital currency, boosted by the weakening US economic data, the price of BTC rose all the way to break through the 66,000 mark, attracting a carnival in the community.

After three consecutive inflation data exceeded expectations, the CPI data released on Wednesday was roughly in line with expectations. BTC prices continue to be affected by overall stock sentiment, with prices breaking through this month's highs and returning to the April peak of around $67,000.

Unless Ethereum undergoes fundamental changes in the way its community and organizations operate, its relative advantage in valuation and usage has peaked.

Market volatility has decreased, and US ETFs have turned to net inflows, bringing expectations of a rebound in the market. Financing in areas such as DeFi and GameFi has increased, and investor confidence has risen. BTC prices have fallen, short-term holders have intensified losses, and the market has tended to fluctuate. The release of US inflation data will become a key indicator.

The market started the new week with a quiet trading day yesterday, but there will be several economic data releases that may affect the market in the next few days. Although the cryptocurrency craze has calmed down recently, the famous TradFi meme stock OG (Roaring Kitty) made a triumphant return on Twitter (X) yesterday.

With its market share dropping from 32% to 29%, Lido took the initiative to seek change.

The market showed a clear risk aversion before the release of the US CPI data on May 15, and the BTC price fell rapidly and then fluctuated over the weekend. The gas fee on the ETH network dropped to a low of 2 Gwei, the on-chain interaction activity was low, and the market was lacking in hot spots.

In terms of digital currency, as the beginning of the week, BTC started strongly, breaking through the 63,000 mark in the short term, and the front-end implied volatility flattened and increased significantly.

Risk assets performed solidly last week, as financial conditions continued to ease after the recent release of weak employment data. Cryptocurrency price action was disappointing, with BTC falling sharply from 63.5k to 60.5k during New York trading on Friday, and ETFs seeing a small outflow of 85 million.

Compared to the Bitcoin ETF, the prospects for the Ethereum ETF are not as optimistic.

The trend of modular blockchain is not only a technological change, but also an important strategy to drive the entire blockchain ecosystem to meet future challenges.