Macroeconomic Environment and Crypto Assets Market Dynamics Analysis

Market Overview

Global Economic Situation

A recent research report by a well-known asset management company points out that by 2025, more countries are likely to incorporate Bitcoin into their national strategic reserves. The analysis suggests that in the context of increasing economic challenges such as inflation, currency devaluation, and fiscal deficits, not including Bitcoin in reserves may pose greater risks. If certain countries take the lead in advancing Bitcoin reserve plans, other countries may secretly follow suit to avoid publicly announcing it, which could trigger price increases.

Crypto Assets market volatility

Recently, the US job market has shown strong performance, and the acceleration of inflation in the service industry has significantly affected the market's expectations for the Federal Reserve's interest rate cuts. Analysts believe that the Federal Reserve may only make one rate cut in 2025, which is lower than previously expected. As a result, all three major US stock indices have fallen, and the Crypto Assets market has also experienced severe fluctuations. Bitcoin has dropped from over $100,000 to $96,181, with a decline of more than 4.8% within 24 hours. Other Crypto Assets have performed even more weakly, with most declines exceeding 10%. In addition, Bitcoin's spot ETF has seen the largest single-day net outflow in nearly 10 days, reaching $544 million, reflecting investors' concerns about the economic outlook.

Hot Event Analysis

Political Influence

A certain tech entrepreneur recently publicly supported a Canadian prime ministerial candidate who advocates for Bitcoin, drawing attention. This candidate argues for tackling inflation by cutting government spending and has expressed a vision of making Canada the "Global Blockchain Capital." He believes that in the current economic environment, citizens should have the right to use alternative currencies like Bitcoin. Prediction markets show that the candidate has an 89% chance of winning the prime minister position.

The trend of enterprises adopting Bitcoin

As interest in digital assets continues to rise, more and more listed companies are starting to incorporate Bitcoin into their balance sheets. Since 2024, multiple companies have announced the adoption of Bitcoin financial strategies, including Metaplanet, Semler Scientific, and MARA Holdings. KULR Technology Group became the first company listed on the NYSE in the second wave. Some companies, such as Acurx Pharmaceuticals and Hoth Therapeutics, have approved Bitcoin purchase plans but have not yet implemented them. LQR House announced that it will accept Crypto Assets payments and retain some Bitcoin, while SOS Limited approved a $50 million Bitcoin purchase plan. These trends reflect corporate recognition of Bitcoin as an asset and strategic adjustments in response to inflation and liquidity demands.

Development in Innovative Fields

A certain biotechnology protocol platform recently launched six new IP coins, covering multiple cutting-edge medical and technological fields:

1. Alzheimer’s Disease Research: Developing new memory support supplements using Amazon rainforest plants, with plans for human clinical trials.

2. Industrial Hemp Fiber Improvement: Collaborating with Austrian research institutions to develop innovative processes to enhance the performance of hemp fiber in textile applications.

3. Ovarian aging research: Explore the role of the cGAS-STING pathway and cellular senescence in ovarian aging, aiming to develop new therapeutic methods.

4. Low-temperature preservation technology: Initiate a two-year research program aimed at preserving and reviving whole experimental animals at extremely low temperatures.

These projects reflect the trend of integration between the biotechnology field and blockchain technology, providing new financing and incentive models for traditional medicine research.

Emerging Projects Focus

An AI agency project aims to simplify user access to and understanding of decentralized finance ( DeFi ). The project participated in a recent AI hackathon competition, its code has been open-sourced on a code hosting platform, and it has committed to locking 5% of the token supply for one year, demonstrating confidence in long-term development.