PANews September 3 news, according to The Block, Derive founder Nick Forster stated that last week, listed companies increased their holdings by about 330,000 ETH, surpassing the 250,000 ETH held by the US spot Ethereum ETF. Currently, strategic reserve-type companies hold about 4% of the total ETH supply, while ETFs hold 5.5%. Derive expects that by the end of the year, institutions may accumulate 6-10% of the supply. The short-term implied volatility of ETH options has dropped to 63%. BRN analysts pointed out that some companies increasing their holdings can hedge against the outflow of ETF funds, with ETH currently trading at about $4,320, down about 6% for the week.

Golden Finance reports that "Fed mouthpiece" Nick Timiraos quoted experts saying that Trump's dismissal of Cook is blatantly obvious in nature. This is a public act of extortion and an attempt to pressure policymakers to force them to cut interest rates.

Nick Tomaino, the founder of 1confirmation, believes that the flaw in Strategy lies in the disproportion between Michael Saylor's shares and voting rights. He holds 10% of the shares but controls 45% of the voting rights, which raises doubts in Wall Street about his wealthy intentions. He pointed out that, in contrast, other companies like SBET and ETHZ are not monopolized by a single individual, and therefore Wall Street's support for ETH will differ from that of BTC.

BlockBeats news, on August 18, Nick Timiraos, a Wall Street Journal reporter known as the "Fed's mouthpiece," posted on social media that economists expect the core PCE inflation rate for July to be 0.28% (annualized at 3.4%) after converting CPI and PPI data into the PCE index, which will raise the year-on-year increase to 2.9%. The overall PCE inflation rate is expected to be relatively moderate, with a month-on-month increase of 0.21% and a year-on-year increase maintained at 2.6%.

Jin10 data reported on August 17 that despite the launch of the new GPT-5 model, ChatGPT still has the potential for errors. A senior executive from OpenAI emphasized this point again this week. Nick Tilly, the head of ChatGPT, pointed out in an interview: "There is a significant discontinuity between being reliable and being completely reliable." He further explained, "Unless we can prove that ChatGPT is more reliable than human experts in all areas, and not just in certain areas, we will continue to advise you to double-check the answers."

Odaily News 1 confirmation Founder Nick Tomaino stated that currently many coin holders hope to rescue their assets through treasury companies, but this model is only effective when the market generally recognizes that the related crypto assets have value storage functions. He pointed out that no one is willing to entrust assets to insiders who engage in fraudulent activities, which is also a significant distinction between tokens that can neutrally and credibly serve as value storage and so-called "company coins."

According to ChainCatcher news, Jin10 reports that Fed spokesperson Nick Timiraos stated that the CPI data for July will be released this week. Core CPI is expected to rise by 0.31%, bringing the annual increase to 3.1% (2.9% in June and 2.8% in May). Overall inflation is also expected to rise by 0.24%, with an annual increase of 2.8%.

Nick Ruck, the head of research at LVRG, and Vincent Liu, the Chief Information Officer at Kronos Research, stated that although the US Ethereum Spot ETF experienced the largest single-day net outflow, this may only reflect short-term profit pullback and risk-averse sentiment, and does not indicate a decline in institutional demand.

PANews reported on July 31 that Nick Tomaino, founder of 1confirmation, stated in a post on the X platform that the 1confirmation NFT Fund is currently the largest institutional buyer of NFTs in the industry, but this position may soon change. Meanwhile, the fund still has a large amount of capital that has not yet been deployed in the market.

Golden Finance reported that "Fed mouthpiece" Nick Timiraos stated that Trump said if the Fed drops short-term interest rates, the U.S. interest expenditure will decrease by $1 trillion each year. The U.S. spent $1.1 trillion on interest expenditure in 2024, so this claim is almost impossible to be true.

Jin10 data July 21, ATFX Global Markets Chief Market Analyst Nick Twidale stated that uncertainty may ultimately be unfavourable for the yen. Despite the emergence of safe-haven buying, the results that met expectations triggered a pullback. The greater risk lies in subsequent developments, with the stock market likely to experience dumping due to uncertainty. If Japanese Prime Minister Shigeru Ishiba ultimately resigns, the yen may weaken further. In the short term, the Central Bank of Japan will maintain a wait-and-see approach and continue to observe data until future policy direction becomes clear.

Odaily Planet Daily News "Federal Reserve Mouthpiece" Nick Timiraos posted on the X platform that if Trump tries to remove Fed Chairman Powell, it may trigger a protracted standoff. The Fed has independent office space and security powers, and Powell may insist on staying in office until a court ruling or the Senate confirms a successor.

Jin10 data reported on July 15, "Fed mouthpiece" Nick Timiraos commented on the U.S. June CPI data: today's CPI report has the characteristic of "you can choose your own interpretation angle." The core CPI rose 0.23% month-on-month in June, which is exactly the median of the monthly increases in core CPI over the past 12 months (that is to say, there were 6 months above this level and 6 months below this level). This number is slightly moderate, a bit lower than some forecasters' expectations. But the key point is that most forecasters believe that the more obvious tariff effects will be seen in July and August, while the performance of commodity prices in June was relatively stronger. Therefore, if you originally thought that the price impact driven by tariffs was still to come, this report will not change your view. Similarly, if you initially believed that the transmission of inflation would be slower and the impact smaller, then this report will not shake your original judgment.

The Fed's mouthpiece Nick Timiraos responded to rumors about Powell's term, stating that Powell has firmly committed not to resign voluntarily during his term and would only leave under extreme circumstances.

PANews July 10 news, according to Jin10 reports, "The Federal Reserve's mouthpiece" Nick Timiraos stated that the Federal Reserve's meeting minutes revealed some things we already knew. Officials are divided into three main camps regarding the interest rate path: ① a rate cut within the year but excluding July (the mainstream camp), ② keeping rates unchanged for the whole year, ③ advocating immediate action at the next meeting (the minutes show that only a "minority" of participants supported this, implying that it includes The Federal Reserve Board of Governors Waller and Bowman). The minutes also pointed out that "a few participants expressed that the target range for the federal funds rate may not be much higher than the neutral level at this time." In other words, unless the economy significantly slows down, even if a rate cut is restarted, the subsequent room for further cuts will be very limited.

BlockBeats news, on July 10, "The Federal Reserve's mouthpiece" Nick Timiraos stated that the Federal Reserve's meeting minutes revealed some things we already knew, with officials divided into three main camps regarding the interest rate path: · Cut rates within the year but exclude July (mainstream camp); · Keep rates steady throughout the year; · Advocating for immediate action at the next meeting (the minutes show that only a "minority" of participants supported this, implying The Federal Reserve Board of Governors Waller and Bowman). (Jin10)

BlockBeats news, on July 5, Nick Tomaino, founder of the crypto venture capital firm 1confirmation, stated, "We firmly support Ethereum because without it, this industry cannot continue to move forward. The values of trust, neutrality, open source, and permissionless innovation must be continually spread. Some currently popular trends, such as venture capital chains and corporate adoption of Ethereum vault strategies, are actually unrelated to these values. This does not mean they are bad. They could be good." But as Hal Finney said 33 years ago: "Computers can be used to liberate and protect people, not to control them."

Nick Tomaino, the founder of 1confirmation, stated on the X platform that support for Ethereum is crucial for the development of the encryption industry, emphasizing the value of open and neutral innovation. He pointed out that although the encryption industry is focusing on enterprise encryption treasuries, this does not undermine the value of Ethereum, and enterprises are either establishing ETH treasuries or actively developing.

Golden Finance reported that Nick Tomaino, founder of 1confirmation, revealed data on the X platform stating that Ethereum has captured more than 80% of the real-world asset (RWA) market share and 50% of the stablecoin market share. Trust in RWA and trust in stablecoins are equivalent to trust in ETH.

According to the Gate News bot, Wall Street Journal reporter Nick Timiraos reported that Goldman Sachs has adjusted its expectation for the first interest rate cut by The Federal Reserve (FED) from December to September. Goldman Sachs' latest forecast shows that The Federal Reserve (FED) will implement three interest rate cuts this year, with a cumulative reduction of 75 basis points. According to Goldman Sachs analysis, current data reflects the actual impact of tariffs on the economy.

Jin10 Data June 26 - On Thursday, the US dollar fell to multi-year lows against the euro and Swiss franc, as concerns over the future independence of The Federal Reserve (FED) undermined confidence in the robustness of the US monetary policy. Nick Rees, Head of Macroeconomic Research at Monex Europe, stated that from a market perspective, this not only clearly undermines the credibility and independence of the FED, but also poses risks to the US Intrerest Rate outlook. These concerns have put pressure on the dollar today. Before the expiration of the "reciprocal tariff" suspension period on July 9, remarks from the Trump team may further increase pressure on the dollar.

Gate News bot news, in an article co-authored by Wall Street Journal reporter and "The Federal Reserve (FED) mouthpiece" Nick Timiraos and his colleague Brian Schwartz, it was mentioned that the early announcement of the Federal Reserve chairman candidate has adverse effects for both Trump and the nominee.

Jin10 data reported on June 26, the Wall Street Journal reporter, "The Federal Reserve (FED) mouthpiece" Nick Timiraos and his colleague Brian Schwartz mentioned in a jointly published article that the early announcement of the Federal Reserve chairman candidate poses disadvantages for both Trump and the nominee. This could put the incoming chairman in an awkward position: if he publicly criticizes colleagues he will work with at the Federal Reserve (whose support is crucial for his confirmation in the Senate), the market may see him as merely a sycophant catering to the president; on the other hand, if he chooses to defend the Federal Reserve's policies, he risks angering Trump and losing the position before officially taking office.

Jin10 data reported on June 20 that Federal Reserve Board Governor Waller suddenly voiced support for a rate cut in July, sparking speculation that "he wants to run for the shadow chairman of the Federal Reserve." In response, "The Federal Reserve's mouthpiece" Nick Timiraos stated that Waller is expected to be one of the dark horse candidates for Federal Reserve Chairman next year. His early expression of the view that "inflation is not the most concerning issue at the moment" is a clever strategy, especially as the impact of tariffs gradually becomes apparent; this position may come in handy. Unlike other potential candidates, Waller has not consistently maintained hawkish rhetoric over the past decade, and his stance will not seem contradictory in the face of a president who leans towards dovish policies. Unlike the current chairman, Waller does not have to bear the burden of "two misjudgments on the inflation issue," as this will not become part of his historical legacy.

Golden Finance reported, "The Federal Reserve (FED) mouthpiece" Nick Timiraos: The likelihood of Waller being elected as the chairman of the Federal Reserve (FED) next year is low. Unlike some other potential candidates, Waller has made hawkish statements for a decade, only to encounter a president who wants to implement dovish policies.

Jin10 reported on June 19 that NICK REES, head of macro research at Monex, stated that the Bank of England still appears to be sticking to a pace of cutting interest rates once a quarter. Although some comments have begun to downplay the speed of rate cuts initially suggested by Bailey, it seems to remain part of their plan, even if it is not an official statement. The biggest highlight of this meeting was the 6 to 3 voting split. This is seen as dovish in market consensus, and the market will interpret signals from this, but I believe it has limited impact on the Bank of England's specific actions in the future.

On June 19, Nick Timiraos, the "mouthpiece of the Federal Reserve", issued an article saying that the Federal Reserve kept interest rates unchanged this time, leaving the possibility of interest rate cuts in the second half of this year. To resume the rate cuts that began last year, Fed officials may need to see a softer labor market or stronger evidence that tariff-induced price increases will be relatively modest. Released projections show that officials are open to evidence before the fall. The new interest rate projections highlight the disagreement among the 19 officials. Ten of them expect to cut rates at least twice this year, a smaller percentage than in March, and two expect one rate cut. At the same time, seven believe that there will be no change this year, up from four in March.

ChainCatcher news, 1confirmation founder Nick Tomaino posted on the X platform stating that the GENIUS bill is very favorable for Crypto Assets, and the market capitalization of stablecoins will thus rapidly rise 10 times. But it might be better if the bill was decided by market participants through it, rather than by politicians at the mercy of corporate donors. The U.S. Congress agreed that stablecoins are good for the United States, and the best measure of the bill's success is the total market capitalization of stablecoins. Anyone can put their money where it counts, and the market decides the best way to achieve it.

Nick Tomaino, founder of 1confirmation, said in an article on the X platform that the GENIUS Act is very beneficial to cryptocurrencies, and the market value of stablecoins will increase by 10 times as a result. But it might be better if the bill was decided by market participants through it, rather than by politicians at the mercy of corporate donors. The U.S. Congress agreed that stablecoins are good for the United States, and the best measure of the bill's success is the total market capitalization of stablecoins. Anyone can put their money where it counts, and the market decides the best way to achieve it.

Odaily News 1confirmation founder Nick Tomaino posted on the X platform, stating that the GENIUS bill is very favorable for Crypto Assets, and the market capitalization of stablecoins will thus rapidly rise 10 times. However, it might be better if the bill is decided by market participants rather than by politicians influenced by corporate donors. The U.S. Congress agrees that stablecoins are beneficial for the United States, and the best standard for measuring the success of the bill is the total market capitalization of stablecoins. Anyone can spend money wisely, and the market determines the best solution to achieve the goals.

Jin10 data June 17 news, "The Federal Reserve (FED) mouthpiece" Nick Timiraos: There are ample reasons to believe that if it weren't for the risks that tariffs pose to prices, the Federal Reserve (FED) would be ready to cut interest rates this week, as inflation has improved recently. I believe that the past five years have changed people's views on Inflation and what might happen.

According to Gate News bot, as reported by Nick D. Garcia, as of May 2025, there are a total of 199 entities globally holding Bitcoin on their balance sheets, amounting to 3.01 million coins. These institutions mainly purchase Bitcoin through equity financing. The report notes that some companies heavily reliant on debt face a decrease in MNAV premium during a Bear Market, particularly during periods when debt is due. However, since most institutions adopt an equity financing model, the overall contagion risk is relatively limited.

Gate News bot reported that Nick Ruck, head of LVRG Research, stated that the crypto assets market is facing selling pressure due to Israel's airstrikes in Iran prompting investors to turn to safer investments. Ruck said: "The rise in geopolitical risks has led investors to turn to safer assets, and market participants expect crypto asset valuations to face pressure in the short term." Presto Research analyst Min Jung commented on the impact of Israel's airstrikes on Iran, saying: "Oil prices have broken $70 per barrel for the first time in three months, and the crypto assets market is undergoing significant dumping."

According to Gate News bot, Ethereum spot ETF has had net inflows for 18 consecutive trading days, with strong momentum. Nick Ruck, director of research at LVRG, said: "With the U.S. Securities and Exchange Commission (SEC) hinting at a possible exemption for DeFi, investors are increasingly believing that ETH is undervalued, especially as Bitcoin hit new all-time highs and altcoins rose to all-time highs last year. "The Pectra upgrade to the Ethereum network, which was launched earlier this year, reinforces the positive market momentum by addressing the scalability and cost-effectiveness issues faced by developers." In addition to price action, institutional investors are turning to Ethereum's ecosystem to launch innovative financial products and solidify their position in the crypto space," Ruck said, "Regulatory clarity, institutional adoption, and keeping up with broader market momentum combine to highlight Ethereum as a promising investment for bullish crypto investors." At the same time, another analyst noted that Ethereum ETFs have largely benefited from the spillover effect of Bitcoin's bullish sentiment.

Jinse Finance reports that Nick Tomaino, the founder of 1confirmation, stated on the X platform that as early as ten years ago, when he still held Bitcoin, he proposed that ETH should be valued according to a "company revenue" model. It doesn't matter what anyone thinks should happen; what matters is what has happened. Ethereum has credible neutrality, and the belief in viewing it as a means of value storage is spreading. Products like Sky, Aave, Uniswap, and Polymarket are being used for free by the community without the worry of third parties abusing trust through rule changes or theft.

Golden Ten Data on June 11, Federal Reserve Megaphone Nick Timiraos: The CPI data in May was lower than expected across the board, with the core CPI rising 0.13% month-on-month and the overall CPI rising 0.08% month-on-month. The year-on-year growth in core CPI rose from 2.78% to 2.79%, and the headline CPI edged up to 2.35% from 2.31%.

Jin10 data June 9th, "The Federal Reserve (FED) mouthpiece" Nick Timiraos stated that the inflation expectations from the New York Fed in May unexpectedly declined. However, the uncertainty regarding medium-term inflation expectations remains high (3-year inflation expectation is 3%, previous value 3.2%; 5-year inflation expectation is 2.6%, previous value 2.7%).

Golden Finance reported that Nick Tomaino, founder of 1confirmation, posted on the X platform that Polymarket is the first consumer crypto product to become mainstream without token speculation, and there will be more similar products in the future, and the infrastructure and user experience are ready, and more founders with vision and confidence in themselves are needed, no matter how the public chooses. X's partnership with Polymarket is a huge win for cryptocurrency, and Polymarket wouldn't have been able to achieve success without USDC on Ethereum.

Nick Tomaino, the founder of 1confirmation, pointed out on the X platform that Ethereum is the "origin" of multiple fields, but the market's response to its contributions has been tepid, and there is a lack of competitive spirit in the community. However, with the rise of on-chain activity and the popularity of stablecoins, Ethereum is gradually finding a balance between creativity and competition.

Jin10 Data, June 6th – Nick Timiraos, the "voice of the Federal Reserve", stated in a post that, based on unrounded data, the unemployment rate in May rose from 4.187% in April to 4.244%. The highest unemployment rate last year occurred in November 2024, at 4.231%. It can be said that the unemployment rate in the U.S. in May is the highest level since October 2021 (when it was 4.500%), based on unrounded data.

Nick Ruck, head of LVRG Research, said Gate News bot: "While recent U.S. macroeconomic reports have influenced the sell-off, the negative outlook is largely due to escalating tensions between President Trump and Elon Musk. Investors are worried that the contradictions between them could spill over into the market. As institutions continue to build in the larger crypto ecosystem, we remain optimistic about the long-term outlook. ”

Odaily News 1confirmation founder Nick Tomaino stated on the X platform that there is a significant difference between trustworthy neutral value storage and "company coin." Understanding this is key to becoming wealthy or poor in Crypto Assets. Company coins have a higher internal shareholding ratio, highly coordinated marketing narratives, and jurisdiction. Early purchases can make you a fortune, but you must seize the opportunity and sell before the market conditions ultimately end. Value depends on revenue (just like a company), and the room for rise is limited. Hype will always be intense, but there will always be new shiny targets worth chasing. A trustworthy and neutral value storage method has a low internal holding ratio, an effective early global ownership distribution mechanism, decentralized marketing, and is not subject to judicial jurisdiction. Value is based on belief and must be firm.

Gate News bot, "Federal Reserve Mouthpiece" Nick Timiraos, said that today's "excellent" inflation report needs to pay attention to two potential problems: (1) Analysts expect commodity price increases to accelerate in May (especially June) as the "Liberation Day" tariffs come into effect. (2)**Given that inflation has cooled by mid-2024, the year-on-year base itself is no longer dominant** (Note: The core PCE price index in the United States recorded an annual rate of 2.5% in April, the lowest since March 2021).

Nick Forster, founder of on-chain options protocol Derive, said: "While the recent rise in the price of Bitcoin above $111,000 is worth watching, the current price action suggests that it is in a consolidation phase rather than an imminent breakout. Forster believes that the consolidation phase could be a "healthy break" before a new round of "big gains", which will give "the market time to digest recent gains and prepare for the next phase". It is uncertain how the next phase may develop. Bitcoin researcher Sminston With said BTC could rise by 100% to 200%, with a cycle peak between $220,000 and $330,000. Meanwhile, crypto trader Apsk32 said that a more reasonable goal for BTC to reach $220,000 in 2025 is to do so. Forster said the U.S. Court of International Trade ruled on May 28 to prevent Trump from exceeding his authority to impose sweeping tariffs, which means "immediate concerns about trade-induced inflation have been alleviated." However, the Court of Appeals for the Federal Circuit ruled on May 29 that Trump could temporarily continue his tariff regime under the Emergency Powers Act while appealing the Trade Court's ruling. Forster added that the Fed's next interest rate decision, which will be made on June 18, will be "critical".

Golden Finance reported that Nick Tomaino, founder of 1confirmation, posted on X platform stating that Ethereum is the blockchain used for stablecoins, real-world assets, NFTs, and startup token issuance, and has consistently emphasized trusted neutrality. ETH is a reliable neutral store of value, scarcer than BTC, and as on-chain usage rises, scarcity will also increase. Currently, the yield on ETH is about 2%.

Article summary: Nick Tomaino, the founder of 1confirmation, published an article pointing out the proportion of the supply of mainstream cryptocurrencies allocated to insiders, including Ethereum, HYPE, SOL, XRP, etc., of which Bitcoin is 0%. Bitcoin currently has a market capitalization of $2.182 trillion, ranking third in the world, and Ethereum has a market capitalization of $312.86 billion, ranking 38th in the world.

On May 20, Wall Street Journal reporter Nick Timiraos stated that the decline in the Producer Price Index (PPI) will lead to a moderate Core PCE inflation reading. The Core PCE is expected to rise by about 0.13% in April, but March data may be revised upward, resulting in a year-on-year growth rate of approximately 2.6% for the Core PCE.