On March 24th, Trump's news about de-escalation in the Iran situation triggered a rapid market response globally, with stock markets surging, crude oil plummeting, and Bitcoin rising, indicating a warming of market risk appetite. Various asset classes showed distinctly different reaction pathways to the same event, with some funds taking profits from early positioning, drawing market attention to information sensitivity.

On March 23rd, an Ethereum OG investor sold nearly $31 million worth of ETH, attracting market attention. Wallet "0xa2F…F85A" sold 15,002 ETH while still holding 14,814 ETH. Another whale sold 5,000 ETH to repay loans, holding approximately 126,000 ETH. Ethereum's price has recently declined, with on-chain fund flows showing early holders gradually cashing in profits.

Bitcoin miners currently have an average production cost of $88,000, with a market price of approximately $69,200, resulting in losses of 21%. Mining difficulty has decreased by 7.76%, with hash price approaching the break-even line. Most mining enterprises are shifting toward AI businesses, and increased bitcoin sales by miners are adding selling pressure to the market. The next difficulty adjustment is expected in early April, and if conditions persist, further downward adjustments may occur.

Эми Олденбург, руководитель отдела стратегии цифровых активов Morgan Stanley, заявила на блокчейн-саммите, что профессиональное внедрение криптофондов все еще находится на ранней стадии, причем 80% операций поступают от розничных трейдеров. Morgan Stanley планирует предложить Bitcoin ETF в 2024 году и рассматривает возможность включения Ethereum и Solana. Она подчеркнула необходимость обучения финансовых консультантов пониманию позиционирования цифровых активов.

On March 18th, Ripple Chief Technology Officer David Schwartz shared the first email mentioning XRP that he received in 2013, showcasing the early development of XRP. In the email, Vinnie Falco requested an XRP transfer, revealing the initial state of the crypto market at that time and the spirit of technological exploration. Falco later joined Ripple and made significant contributions to system development. This email reflects the early culture of the XRP community and technological accumulation, highlighting the evolution of XRP from its inception to the present day.

Эми Олденбург, руководитель отдела цифровых активов Morgan Stanley, заявила на блокчейн-саммите, что рынок криптовалютных ETF находится на ранней стадии развития, и основной спрос исходит от розничных инвесторов. Morgan Stanley планирует с 2024 года разрешить клиентам покупать биткойн-ETF и постепенно расширять доступность. Участие институциональных инвесторов растет, некоторые крупные финансовые учреждения установили распределение криптоактивов в размере 1-4%.