[KOL Index] TON stablecoin inflow surges... A focused interpretation of macro variables and psychological indicators.

The KOL Index is a series of reports based on community analysis techniques from TokenPost and DataMaxiPlus, analyzing content within Telegram that has high investor response and attention. It diagnoses market investment psychology and trends through topics that were关注 in the KOL community the previous day. [Editor’s Note]

The most notable topic in the community the previous day was the data showing the largest change in stablecoin supply growth for TON in the past 24 hours. A post citing data from the on-chain data platform Artemis was widely circulated, highlighting a net inflow of approximately $500 million. This topic is seen as an opportunity to examine the possibility of liquidity shifting to a specific chain.

TON stablecoin inflow, observing liquidity transfer between chains The news of the inflow of TON stablecoins has rapidly spread within the community and has garnered a high level of response. Some posts interpret this as not only a short-term capital flow, but potentially indicative of an expansion in the ecosystem's usage rate. At the same time, cautious viewpoints also point out that this may only be a one-time inflow. Overall, the sustainability of on-chain activity metrics after the inflow has been mentioned as a key observation focus.

The BOJ's interest rate hike signal highlights global liquidity variables once again. Posts involving macro analysis on the possibility of the Bank of Japan raising interest rates have also gained high viewership. Given the profound impact of Japan's loose monetary policy on global liquidity, there is a trend of re-examining the potential effects of policy changes on Bitcoin and cryptocurrencies. However, the analysis also points out that this policy change is already well-known in the market, and its impact may be more limited than in the past.

The improvement of psychological indicators corresponds with the rise in technical analysis content. The cryptocurrency fear and greed index shows a slight improvement from the extreme fear range, which has also drawn attention. At the same time, chart analysis posts examining whether Bitcoin and Ethereum have broken through their technical patterns have reached a high position. The overall atmosphere in the community has noted that psychological improvement signals and attempts at technical rebounds are occurring simultaneously.

The day's KOL community high-level content mainly revolves around analytical topics interpreting the liquidity transfer to specific chains, macro variables, and investment psychology. Investors show a high level of interest in the comprehensive interpretation of stablecoin flows, monetary policy, and psychological indicators, rather than short-term price fluctuations. This content is based on information collected from Telegram using DataMaxiPlus community analysis technology.