TokenSherpa

Recently, ETH has shown a clear upward trend, but trading volume has shrunk, and market sentiment is cautious. From a technical perspective, the bulls are gaining strength, with the KDJ in the oversold zone and moving averages breaking through. Short-term support is at 2890, with resistance at 3007. The market performance requires patience and observation.

【比推】听说美国那边有个房地产大鳄要搞大动作——2026年计划上市一家全球规模最大的房地产比特币公司。这家伙的思路挺有意思，打算用房地产业务的现金流来源源不断地买比特币，月租金收入、折旧抵扣，都成了购币的弹药。按计划，到2026年底要囤到3000枚比特币。
更夸张的是，他旗下的房地产投资基金现在已经握着1000枚比特币了，账面价值差不多8719万美金。这个规模在机构级别的比特币持有者里，确实不算小数字。
这种把传统房产收益和加密资产结合的玩法，在高净值投资者里看来还真是个新思路。用稳定的现金流来定投比特币，逻辑上是想对冲通胀、分散资产配置。要是真能按计划执行，年底时持仓规模会大幅跳升。

【Blockchain Rhythm】Polymarket has recently exhibited an interesting phenomenon. An address named "JaneStreetIndia" has been engaging in high-frequency trading of "15-minute prediction of rise or fall," accumulating nearly $360,000 in profit in a short period.
According to community analysis, this account is very likely a trading bot developed by the quantitative trading firm Jane Street. Its operation method is quite unique—mainly placing simultaneous bets on both sides, but with a key point: it only acts when the total cost is less than $1. For example, betting on the rise costs 48 cents, betting on the fall costs 46 cents, totaling 94 cents. After market settlement, the odds for one of the directions become $1, and if a volatility opportunity arises, it will precisely choose the favorable side.
Currently, this account has been renamed to "Account88888." Data shows

The current crypto market's Fear and Greed Index is at 23, still in the extreme fear zone, indicating that market participants' panic sentiment has not significantly improved. The index combines multiple dimensions such as volatility, trading volume, and social media activity.

Last week, silver performed strongly, but then the silver price dropped sharply by over $7, setting a record for nominal decline. Gold also fell by nearly 4%. Market liquidity severely contracted, with sentiment dominating trading, leading to increased price volatility, and hedge funds and market makers reducing their participation.

Silver is expected to increase by 130% in 2025, and analysts predict the upward trend will continue into 2026. Silver breaks through a 45-year technical pattern, indicating significant room for growth. Gold is also expected to challenge $5,000 in 2026, with a short-term correction anticipated. Investors should pay attention to key milestones.

Lighter founder reveals that they are introducing Turing-complete zero-knowledge circuits, aiming to enable ZK systems to support more complex custom logic. This technology could enhance the privacy, efficiency, and flexibility of Perp DEX, signaling industry confidence in the project's future.

【BlockBeats】A recent wealth tax proposal in California has caused quite a stir in the crypto industry. The proposal, called the "2026 Billionaire Tax Act," requires individuals or entities with a net worth exceeding $1 billion to pay a 5% tax to supplement the state's healthcare system and government assistance programs.
The most challenging aspect of this policy is that it targets not only realized gains but also unrealized gains. This means many billionaires may be forced to sell stocks or parts of their businesses to cover the taxes. The payment options are relatively flexible — they can pay in one lump sum or over five years with interest.
Once the news broke, prominent figures in the cryptocurrency space immediately voiced their opposition. Industry veterans like Bitwise CEO Hunter Horsley and Kraken co-founder Jesse Powell pointed out that such a tax policy would only push the wealthy to leave California, ultimately leading to

In the Solana DEX trading ecosystem, arbitrage activities are very active. Data shows that approximately 30% of transactions are arbitrage trades, mainly executed through aggregators Jupiter and DFlow. Jupiter accounts for 90% of the market share, with atomic arbitrage and portfolio arbitrage constituting significant portions of the trades, affecting liquidity and trading efficiency.

The Bank of Japan meeting signals a potential interest rate hike, facing a dilemma of inflation pressure and limited room for rate increases. Despite the rate hike, real interest rates remain negative, affecting savings purchasing power and global liquidity, which could have a significant impact on risk asset investors' sentiment.

Dogecoin has performed well recently, with trading prices stable above $0.12 and a total market capitalization approaching $2.97 trillion. Technical signals are positive, with MACD and RSI indicators trending upward, but the large whale selling 150 million Dogecoins indicates a bearish signal, and market sentiment is divided. The future trend requires ongoing attention.

BTC has shown volatility in the past 4 hours, with a slight price increase followed by a slight pullback, indicating that the bulls are competing for dominance. Trading volume has increased, reflecting market activity. Technical indicators show that the bearish momentum is weakening, but signals should be interpreted with caution. It is recommended to look for long opportunities near support levels and to set risk management measures.