1. What factors caused BTC to fall below the $80,000 mark?

Since Trump signed the executive order on crypto reserves on March 7, causing BTC to fall below the $90,000 mark, the crypto market has continued this sluggish trend. This morning, BTC fell below the $80,000 mark. As of press time, BTC was trading at $79,110.37, down 3.9% on the day. Click to read

2. US stocks plunged 4 trillion. Where will the cryptocurrency market go after the "collective slump"?

On March 10, 2025, the global financial market suffered a violent shock. The US stock market was panic-sold due to Trump's tariff policy, and the market value evaporated by 4 trillion US dollars, and the recession was shrouded. At the same time, the cryptocurrency market was not immune, and mainstream currencies such as Bitcoin and Ethereum plummeted across the board. Click to read

3. Bitwise: BTC falls below $80,000, but investors should pay attention to one most important issue

Despite the historic significance of the statement, Bitcoin has fallen sharply in recent days. As I write this memo, Bitcoin has fallen 13% from Thursday's high of more than $92,000 to below $80,000, the lowest level since November 2024. There are many reasons for this move, including rising economic concerns and a general pullback in the stock market that had nothing to do with the reserve announcement. But make no mistake: the pullback was partly due to the announcement itself. As this Barron’s article explains, crypto investors were upset because the government did not announce immediate plans to buy more Bitcoin. Instead, it said the reserve would be capitalized with confiscated assets already owned by the federal government. The market disappointment was absurd for many reasons. Click to read

4. From the US Crypto Reserve Act to the reconstruction of the global financial order

On March 7, 2025, the Trump administration completed a historic institutional breakthrough with the Bitcoin Strategic Reserve Act. By incorporating the 200,000 BTC (6% of the circulation) seized by the judiciary into the national reserve with a permanent ban on sales, the United States has achieved supply-side reform of the Bitcoin market for the first time. This "zero-cost increase" mechanism cleverly avoids fiscal disputes. Its deep value lies in: through institutional confirmation of ownership, Bitcoin is incorporated into the national financial infrastructure, laying the foundation for the monetary sovereignty game in the digital era. Click to read

5. Ethereum at the crossroads

Since this cycle, the community has been discussing the poor performance of ETH prices. In summary, the price of ETH is not only a reflection of market sentiment, but also a key factor in whether Ethereum can unify the community vision, balance decentralization and performance, and consolidate its leading position as a smart contract platform. Inspired by the above article, this article will discuss some of the problems that the author believes have arisen in Ethereum. Click to read