ChainCatcher news, economist Alex Krüger analyzed the recent Israel-Iran conflict, stating that this event is merely short-term market noise and will not trigger a new trend. Its impact is more akin to localized conflicts in 2024 rather than a full-scale war. The key issue is how to accurately judge the timing for "bottom fishing." He reviewed the market response timeline for 2024:April 12: Rumors spread, and the market declines for the first time.April 13: Iran launches missiles directly at Israel for the first time, and the market declines again.April 14 to 18: The market remains tense while waiting for Israel's retaliation.April 18: Israel retaliates with restrained attacks, avoiding strikes on major targets. The market soars. Both sides then indicate a pause, returning to covert operations.

ChainCatcher news, according to a report by Jinshi, Hong Kong Chief Executive John Lee recently stated that Hong Kong will maintain the peg of the Hong Kong dollar to the US dollar, which is one of the key factors for the success of Hong Kong's economy, and this will not change due to the escalation of geopolitical tensions.However, Lee said that this does not mean that Hong Kong's financial system is entirely dependent on the peg system. In the future, Hong Kong will strengthen its leading position as a global offshore RMB business center and provide more diversified products to drive more trade. He expects to launch more RMB business products in the future, allowing overseas investors holding RMB to profit from them, and will also work to enhance the Hong Kong dollar-RMB dual counter model trading, allowing investors to purchase RMB-denominated stocks listed in Hong Kong using offshore RMB.

ChainCatcher news, 1confirmation founder Nick Tomaino posted on the X platform stating that Polymarket is the first mainstream consumer crypto product that has not become popular through token speculation, and more similar products will emerge in the future. The infrastructure and user experience are ready; it just needs more visionary founders who are confident in themselves, regardless of how the public chooses.The collaboration between X and Polymarket is a huge victory for cryptocurrency, and Polymarket could not have achieved success without USDC on Ethereum.

ChainCatcher news, according to Cointelegraph, governments, national pension funds, and sovereign wealth funds are increasing their investments in Bitcoin ETFs. This trend is primarily driven by factors such as de-dollarization, changes in the energy market, and increased institutional confidence.

ChainCatcher news, Coinbase Institutional Research Director David Duong posted on the X platform that ETH experienced a significant price increase last week, primarily driven by technical factors. The analysis pointed out that this increase reflected a large number of traders in incorrect positions conducting short covering and subsequent position adjustments, causing ETH's price movement to catch up with other major tokens like BTC and SOL. However, David believes that despite this price performance, it may indicate that the market's willingness to allocate more broadly to ETH remains relatively limited.

ChainCatcher news, Matrixport released the Matrix on Target weekly report stating that the recent shift in Trump's focus towards investment and trade cooperation announcements has further boosted market optimism for the stock market and Bitcoin.FTX is expected to initiate the claims repayment process for accounts with claims exceeding $50,000 around May 30, distributing approximately $5 billion in stablecoins. The institution believes that part of this funding may flow back into the crypto market, resonating with the ongoing inflow of funds into Bitcoin spot exchange-traded funds (ETFs).In addition, the approximately $100 billion IPO plans of crypto companies and Coinbase's inclusion in the S&P 500 index, along with several positive factors, may support Bitcoin's high-level performance, with the trend expected to continue into the summer.

ChainCatcher news, according to CoinDesk, Eric Trump referred to Bitcoin as "digital gold" at Consensus 2025 and revealed his entry into the crypto space due to political factors. The mining company he co-founded, American Bitcoin, will go public through a merger with Gryphon Digital Mining. Eric pointed out that Bitcoin's liquidity is superior to that of real estate and stated that the company's name deliberately emphasizes "America" and "Bitcoin." He currently serves as the Chief Strategy Officer of the company, which is a result of collaboration with Hut 8.

ChainCatcher news, according to The Block, the price of Bitcoin has shown correlations with gold or the Nasdaq index at different stages this year, but analysts from the brokerage firm Bernstein point out that the short-term correlation is misleading.They believe that the more important indicators are the retail investors' sell-off fatigue, companies accelerating their accumulation of Bitcoin, and the inflow of funds into exchange-traded funds (ETFs) on trading platforms—these signs indicate that a "supply squeeze" is forming, which could drive Bitcoin to new highs.

ChainCatcher news, according to Jinshi reports, Federal Reserve's Goolsbee stated that the impact of tariffs on the macroeconomy may be limited. The Federal Reserve needs to focus on the development of the situation throughout the year, with tariff policy being just one factor. Short-term inflation expectations are rising, but long-term expectations have not increased, which is very important.

ChainCatcher news, Sun Yuchen responded to the WSJ report on X, stating: "I am not aware of the rumors circulating online at the moment. Zhao Changpeng is my mentor and friend, as well as my benefactor. During my entrepreneurial journey, he has provided me with attention, guidance, and direction! To this day, his principles and style of conduct remain the highest standards I strive for as an entrepreneur. Meanwhile, the U.S. Department of Justice has always been one of our closest and most trusted partners at T3FCU. We have worked together to handle numerous important cases aimed at protecting global users and punishing criminal organizations worldwide. Whether it is Zhao Changpeng or our partners at the Department of Justice, we always maintain direct and honest communication. I have complete trust in each of them. Under the wise leadership of President Trump’s cryptocurrency policy, the U.S. cryptocurrency industry is bound to achieve greater success. As one of the first cryptocurrencies chosen by the president, TRX will also benefit from this success."Previously, the WSJ reported today that Zhao Changpeng had agreed to provide evidence regarding Sun Yuchen's financial crimes to the prosecution when he pleaded guilty.

ChainCatcher news, according to Jinshi reports, U.S. President Trump stated that he told TSMC (TSM.N) that if they do not build a factory here (in the U.S.), they will face a tax rate of up to 100%.

ChainCatcher news, citing analysts from The Block, pointed out that the sell-off in the cryptocurrency market on Monday was primarily driven by global macro factors rather than issues within the crypto market itself. Dr. Kirill Kretov, a senior automation expert at CoinPanel, stated in an interview with The Block: "We are in a period of heightened global uncertainty, with escalating tariff conflicts, frequent geopolitical hotspots, and conflicting macro signals all converging. In this environment, investors are pulling out of risk assets and moving towards what are considered safer assets, such as U.S. Treasuries and gold. Cryptocurrencies, especially altcoins, are bearing the brunt of the pressure."Despite the market facing a sell-off, some analysts still believe there is a possibility of a rebound in the short term. Analyst Chu from BRN stated that the oversold condition could trigger a rebound in the middle of this week, depending on the upcoming economic data.Chu said, "As the short-term overselling of risk assets intensifies, we may see some short-term relief in the next day or two. With the release of the Federal Reserve's FOMC meeting minutes on Wednesday, U.S. CPI and initial jobless claims on Thursday, and PPI along with the University of Michigan consumer sentiment and inflation expectations data on Friday, the market could experience at least a few weeks of a 'dead cat bounce' that may start as early as Wednesday."

ChainCatcher news, BitMEX co-founder Arthur Hayes stated in his latest blog post: "Bitcoin value = technology + fiat liquidity. This technology is effective, and there will be no significant changes in the near future, whether good or bad. Therefore, Bitcoin trading is entirely based on the market's expectations of future fiat currency supply. If my analysis of the Fed's major shift from Treasury bond QT to QE is correct, then Bitcoin touched a local low of $76,500 last month, and now we are starting to move towards $250,000 by the end of the year.Of course, this is not an exact science, but if I take gold as an example, if I had to bet on whether Bitcoin would hit $76,500 or $110,000 first, I would bet on the latter. Even if the U.S. stock market continues to decline due to tariffs, collapsing earnings expectations, or decreased foreign demand, I still believe the probability of Bitcoin continuing to rise is greater. Acknowledging the pros and cons, Maelstrom is cautiously deploying capital. We do not use leverage, and we make small purchases relative to the size of our total portfolio. We have been buying Bitcoin and altcoins at all levels between $90,000 and $76,500. The speed of capital deployment will accelerate or slow down based on the accuracy of my predictions. I still believe that Bitcoin can reach $250,000 by the end of the year."

ChainCatcher news, according to Matrixport analysis, the correlation between the rise in global liquidity and the increase in Bitcoin prices has certain limitations. The global liquidity indicator, measured by the total money supply of 28 central banks (in USD terms), although visually correlated with Bitcoin price trends, has its predictive accuracy questioned due to the non-stationarity of the time series and scale differences.The analysis points out that while the growth of money supply may have a lagging effect on the Bitcoin market, this lag time lacks strong theoretical support. Furthermore, although the correlation between Bitcoin and Nasdaq has slightly increased in recent years, it remains below the 60% peak during COVID, indicating that Bitcoin trading is more driven by its own dynamics rather than acting entirely as a proxy asset for tech stocks.Matrixport believes that the broad consolidation of Bitcoin prices may continue, and solely relying on liquidity indicators to predict market trends may not be reliable enough. In contrast, focusing on native driving factors of cryptocurrencies or macro variables with direct policy impacts (such as political leaders supporting cryptocurrencies) may be more valuable. Although market perceptions may have mathematical flaws, their widespread acceptance could still have a tangible impact on market behavior.

ChainCatcher News, American cryptocurrency and artificial intelligence czar David Sacks stated: "This is a huge victory for cryptocurrency. The Federal Deposit Insurance Corporation (FDIC) will follow the Office of the Comptroller of the Currency (OCC) in eliminating the practice of considering 'reputational risk' as a factor in bank regulation.'Reputational risk' may sound good in theory, but it is defined as 'the likelihood that negative publicity regarding an institution's business practices (true or not) will cause a decline in the customer base, costly litigation, or a reduction in revenue.' In practice, this vague and subjective standard has been used to justify the elimination of legitimate crypto businesses through Operation Chokepoint 2.0. Banking standards should be objective and quantifiable, not based on the possibility of untrue stories. Thanks to Senator Tim Scott for his leadership in this area through the FIRM Act."

ChainCatcher news, according to FOX Business reporter Eleanor Terrett, the Federal Deposit Insurance Corporation (FDIC) is removing "reputational risk" from its regulatory standards.The Federal Deposit Insurance Corporation is following the lead of the Office of the Comptroller of the Currency by eliminating this factor. Previously, this factor had been used to justify the withdrawal of banking services from legitimate businesses, including cryptocurrencies.