ThreeHornBlasts

Interesting developments have emerged regarding the FOMC’s rate cuts. Mr. Milan, a member of the 米連邦準備制度理事, appears to be inclined to support three rate cuts this year, but the FOMC overall also seems to be keeping in mind the possibility of four rate cuts. However, in reality, it seems likely that there will be around three rate cuts for the remainder of this year.
Since before the war, the fundamental components of inflation have long been a troublesome issue for the FRB. At this point, the expectation that the prices of core goods and housing inflation will continue to fall is, to some exte

Recently, a strategist at State Street made an interesting point. Looking at the latest US CPI figures, it really means that deflationary trends are becoming firmly established.
Up until now, inflation has been a persistent problem, but now it finally seems to have peaked. The data clearly shows improvement, and the market also appears to be starting to recognize this.
And, this is of crucial importance, but if this trend continues, the Federal Reserve will have no choice but to act. The market has already begun to price in the almost certain possibility of interest rate cuts within the year.

The US CPI statistics were announced the other day, and it seems the results were in line with market expectations. Based on recent inflation trends, there probably weren't any big surprises. The focus now is on the future direction of interest rate policies, and even after this figure was released, there is a widespread view that a rate cut in the short term will be difficult.
When assessing the Federal Reserve's decision, the trend of US CPI forecasts becomes important, and how economic indicators move before the next announcement will likely be a key factor. The cryptocurrency market also r

Did you see the news that the prediction market Kalshi arrested MrBeast's editor on suspicion of insider trading? It seems to be quite a hot topic. Apparently, a person named Mansour is involved, but isn't it unusual for such incidents to happen in prediction markets?
It’s suspected that they were trading using insider information, but the detailed background is still unclear. However, when these kinds of incidents occur, discussions about market integrity and regulation tend to come up. Prediction markets are originally known for their transparency, so when problems like this happen, it’s a b

The idea that quantum computers will destroy Bitcoin has been trending online again recently, but haven’t you ever wondered whether the actual risk might not be that significant?
I noticed while reading a report that CoinShares put out the other day, and realized that the commonly said claim that “20% to 50% of all Bitcoin” are vulnerable to quantum attacks is mixing up theoretical risk and actual risk. It seems that the possibility of being stolen at a level that can truly affect the market is limited to only a very small portion.
Specifically, it’s said that around 1.6 million BTC stored in

Bitcoin is trading around $73,000, and when looking at chain data, something interesting is happening. You can see selling pressure increasing from wallets of all sizes. Especially, wallets in the 10 BTC class are becoming more active.
In the short term, it feels like we’ve entered a correction phase. The fact that profit-taking is happening broadly from large to small investors might be a sign that market sentiment is cooling off a bit. Looking at the charts over the past few days, the selling pressure is quite noticeable.
Well, in such situations, it’s probably safest to wait and see. It’s w

As Bloomberg’s analyst has pointed out again, the possibility that Bitcoin could plunge to the $10,000 level has not been ruled out. Given the current situation in which the price is hovering around $73,600, the basis for his argument is becoming clearer.
The key is the $75,000 level. This price range has repeatedly been an important turning point over the past 12 months. The pullback in spring 2025 also lost momentum here, and the rally at the beginning of last year was halted by this wall. From the perspective of Fibonacci retracement, $75,000 is a technical resistance zone that cannot be ig

Recently, I came across an interesting point in a report by Mizuho Securities. It states that while tensions in the Middle East are rising and crude oil prices are increasing, the expectation of interest rate cuts is retreating, creating a complex market environment that is pushing up Circle's stock price.
Usually, when such multifaceted factors are at play, the overall market tends to become unstable, but in this case, Circle is showing an upward trend. When we organize the factors supporting this, an intriguing pattern emerges.
An increase in crude oil prices generally raises inflation conce

It has been reported that Elon Musk's SpaceX is preparing a secret IPO application, aiming for a listing in June. The valuation is expected to exceed $1.75 trillion, with a target fundraising of up to $50 billion. This could become the largest IPO in history, surpassing Saudi Aramco's $29 billion.
However, what is drawing attention here is the company's Bitcoin holdings. SpaceX manages approximately 8,285 Bitcoins via Coinbase Prime, and according to Arkham Intelligence data, the current value is about $545 million. Up to this point, everything seems fine, but the issue is that over the past t

Over the past few weeks, I've been watching Bitcoin's price movements and I think a situation very similar to the bottom phase of 2022 is forming. According to analysis by Vetle Lund, head of research at K33, current Bitcoin behavior closely resembles the late bearish market from September to November 2022.
Back then, Bitcoin was struggling between $15,000 and $20,000, followed by a prolonged correction. Now, it's trading around $65,000 to $70k, or more precisely, near $74,350, and I believe it's entering a similar "quiet consolidation phase."
What's interesting is that market sentiment indica

It seems that ZeroLend will be shutting down after three years of operation. The reasons are said to be the deactivation of the chain and hacking. DeFi protocols are also facing various challenges. It looks like hackers gained access to data, so there were probably security issues as well. Seeing cases like this really highlights the importance of choosing the right protocol. As users, it's a scary story, but I hope it can serve as a learning experience for the entire industry. I want to hear everyone's experiences with ZeroLend.

I have some concerns about CoinDesk, which is a media outlet that disseminates information in the cryptocurrency industry. When I look at their financial reports related to earnings, several important disclosures become apparent.
CoinDesk is known as a media outlet covering the crypto industry, but in reality, it is affiliated with the parent company Bullish (NYSE: BLSH). Bullish is a company that operates a digital asset platform, providing market infrastructure and information services. This is a key point.
To understand the meaning of earnings, it’s necessary to grasp the relationship betwe

The liquidity crisis at Blue Owl is sounding an alarm to the market. What we need to pause and consider here is that this is not merely a problem for one company—it closely resembles events that foreshadowed the 2008 financial crisis.
This week, Blue Owl Capital, a private equity firm, announced the sale of assets worth $1.4 billion. It is a decision made in the face of investor redemption requests. In response, former PIMCO chief El-Erian points out that it is “the same warning bell as the collapse of Bear Stearns’ hedge funds in 2007.”
Recall how things unfolded back then. In August 2007, Be

The growth of the cryptocurrency market in Latin America is accelerating. What emerges from the latest report is the astonishing figure that the user increase rate in this region by 2025 will reach three times that of the United States.
This is not just about numbers; it suggests that the adoption of cryptocurrency apps is rapidly advancing. In Latin America, where inflationary pressures are strong and access to traditional financial services is limited, cryptocurrency apps for asset management and remittance solutions are being recognized as practical options.
What’s interesting is that this

I've recently felt once again how much geopolitical developments are impacting the Bitcoin market. Trump raising tariffs from 10% to 15% has triggered a market-wide reaction. As soon as news broke that this policy was implemented despite the Supreme Court's decision, Bitcoin's price clearly declined.
It's interesting in these situations. Generally, financial markets react sensitively to political uncertainty, but in the case of cryptocurrencies, the response tends to be faster and more intense. Despite policy decisions like tariff hikes, how market participants respond can significantly influe

Staking is no longer just a niche strategy. Recently, I've felt an increase in discussions related to staking among Ethereum investors.
Since 2026, the importance of staking has become even more prominent across the entire cryptocurrency market. Especially with Ethereum, staking is evolving from a simple yield-seeking method to a core part of portfolio strategy.
Until last year, many people didn't even know what staking was, but now it's being covered by major media outlets. Professionals in the cryptocurrency industry are also beginning to recognize the significance of staking strategies.
Fro

It looks like the long-term stress period in the mining industry is nearing its end. An indicator called Hash Ribbon has started moving in a way that suggests a recovery signal for the first time in three months, and historically it often lines up with the timing of Bitcoin’s major bottom.
When mining companies are going through a tough period of operations, mining profits fall below operating costs, forcing inefficient mines to stop their machines and be driven into selling the BTC they hold. As a result, the hash rate declines and sell pressure continues—but apparently this time, that stretc

Recently, as Bitcoin has fallen to around $60,000, it seems that the stock market is also starting to react. Bond yields are also rising, so the entire market may be entering a risk-adjusted phase. The current BTC price is around $71,540, but we need to watch how this will affect the stock market.
During these times, overall market liquidity and investor sentiment tend to fluctuate significantly. As financial product options increase, even individual investors need greater financial knowledge. In fact, the role of specialists like mortgage advisors is becoming more important, and the level of

Staking is starting to feel like a common practice. Since 2026, long-term holding strategies among Ethereum holders have become more established.
Honestly, I think it's more realistic to wait and earn rewards through staking rather than chasing short-term price movements. I sense an increasing number of people adopting an approach where they hold their assets for a set period, similar to waiting until the redemption date of an investment trust.
This trend is quite important and is evidence that the market as a whole is maturing. It shows that mechanisms where you support the network and earn r