Trending News: What’s going on in the U.S. government puts GDP data on the chainTake profit or build a position: vernacular about how to observe market changes from a macro perspectiveTokenInsight: Can Ethereum surpass Bitcoin?Viewing the structural risks of pre-market trading market from the XPL event of Hyperliquid platformCurrent status of crypto venture capital investment in 2025: Strategic mergers and acquisitions and IPOs are reshaping the crypto fieldGalaxy: Which altcoin ETFs may receive rapid approval from the US SECBitcoin’s life and death situation: US economic data is about to determine short-term fateAI Agent Market Map: The craze fades and technology continuesCatering to Trump’s cryptocurrency strategy US Department of Commerce pilots blockchain to release GDPJPMorgan Chase calls: Bitcoin is still too “cheap”The final chapter of BTCFi: Looking at the decline of the ecosystem from the plunge of BitLayerExposing WLFI: The latest model corruptEthereum with the acceleration button will we witness a wave of “return”?Going online on September 1st Why is WLFI worth watching?Bankless: Circle’s rate cut problemZhao Changpeng appears at Hong Kong University: Talk about the future of stablecoins, RWA, exchanges and AI17 listed companies hold 3.4 million ETH, Q2 institutional ETH holdings hit record highHow to truly make a profit without losing money in cryptocurrency tradingWang Yongli: The profound impact of US stablecoin legislation exceeds expectationsUnderstand the invisible traps of DeFi derivative trading from XPL eventsHow crypto mining companies use small arrangements to leverage big profitsGalaxy founder Michael Novogratz: Wall Street refugeesNarrative game-led market: volatility is the core assetVolatility is the price you need to pay to hold cryptocurrenciesHyperliquid: Timing is always the best entrance to breaking existing structuresTrend Research: Shopping up has become a consensus, long-term ETH market value will exceed BTCGooglegle: What exactly do we want to launch Google Cloud General Ledger GCULTwo major indicators of stocks and tokens: issued supply and optimized circulation supplyHow to hedge in the options market based on mNAV when Ethereum price fluctuates?Hayes: US $10 trillion enters the market, US stablecoins openly and DeFi opportunitiesStandard Chartered Bank: Ethereum Treasury Company is undervaluedCan the DeFi protocol Lombard break through the narrative dilemma of the Bitcoin ecosystem?Analyzing the popular Bitcoin market indicatorsNew trends in the integration of currency stocks: From “hoarding coins” to “using coins”The oracle returning from the coldAre you tired of a cow2025 new rules for gang letter crimes?What is the impact on web3 practitionersFlash crash, 4 billion liquidation What happened to Bitcoin and Ethereum?Sweeping Ether coins, sleeping for seven years, “Bitcoin giant whale” awakensBankless: Ethereum will be open source monetizationFidelity Research Report: Overview of Ethereum and its Potential Use CasesQ2 Institutional Bitcoin ETF holdings hit a new high, retail investors still dominate capital flowIn the era of narrative collision, volatility is the real asset?Bitwise: BTC’s forecast for the next decadeFrom Petroleum USD to Electric RMB Opportunities in the Era of AI+StablecoinsStaking, ETF, reserve: Is Ethereum valuation being redefined?Solana is turning her eyes to Wall StreetFrom Pendle to Hong Kong parking space decode the nature of transactions in DeFiWebX 2025 Conference Roundtable Discussion: Regulation and Application of Stablecoins in the United States and JapanWhy Powell’s speech is good? ETH is better than BTCThe Cryptocurrency Dividend: Why Traditional Wall Street Powers Still Not Want to Get IntoEveryone is celebrating the rate cut in September. Is Powell’s speech really so “dove”?Why is Wall Street DATs driving history reversed?Bitcoin volatility drops to five-year lows, price predictability exceeds NvidiaCoinbase CEO forecast: BTC million US dollars in 2030, a large number of fiat currencies dieArthur Hayes: The Genius of DerivativesEthereum hits record high: Why the Fed ignites the fuseReturn from the noble chain to the bargain price: memories of the currency circle caused by miner feesThe record high is within reach. 4800 is just the starting point for a new round of riseDialogue with Director VanEck: Is the four-year BTC cycle still there?Comparison of digital asset treasury and cryptocurrency venture capital in 2025A 2.5 trillion institutional change: BTC is a reliable value storage toolCoinbase: Stablecoin market value will reach US$1.2 trillion by the end of 2028JPMorgan Chase Interpretation: Four Factors Make Ethereum Outperform BitcoinStablecoin Rookie: USD1’s Rise and ControversyFundamental and macroeconomic factors may drive BTC to $190,000 in the third quarterWhy did Trump remove Cook?Want to take control of the majority of seats in the FedStablecoin boom boosts Hong Kong Chinese institutions to enter RWA, industry insiders call for cooling down2025 Market Analysis: Debt, Emotion, Rotation and Potential RisksGoldman Sachs: Stablecoin SummerPandu Watchlist: Still bullish?Linea TGE Countdown: Panoramic Analysis of Technology, Ecology and Token EconomicsKanye issued coins with many doubts. Why are celebrity coins always in constant turmoil?Differences between US stock token platforms StableStocks, xStocks and RobinhoodThe future of MSTR, mNAV and Bitcoin treasury reservesWho moved the bank’s cheese? A $6.6 trillion financial regulatory gameAre people beginning to realize that the monetary system is collapsing now?Several Supplementary Views on Qubic Attack on MoneroBehind BTC’s repeated breaks of new highs: What is the current status of activity on the Bitcoin network?Analysis of Galaxy Q2 financial report: 100 billion revenue does not make money, betting on AI infrastructureA complete guide to earning stablecoinsThe Battle between retail investors and Wall Street in 2025: The Battle between Market DominanceFed Waller: Encryption technology is not scary and should promote payment innovation with the industryThe top two BTC mining pools have finally exceeded half of their computing power and are in line with the conditions to launch a 51% attackWhy has Web3 finance arrived at the “iPhone Moment”?900,000 ETH queued to unstake. Is it a big test of selling or a mature ETH ecosystem?ETH redemption record, learn about the Ethereum unstaking withdrawal queueUS President VS Fed ChairmanWhat happens if Upbit and Bithumb launch their own blockchain?Comparing Galaxy Digital with Guofu Quantum Digital Assets Full Value Chain ConstructionRate cut expectations, DAT game and market indicators: When will the top of the bull market appear?The Battle between oracle: Chainlink and Python NetworkBMNR structure concerns: based on mNAV valuation mechanism and risk evolution analysisCrypto venture capital fell 59% in the second quarter, and late trading dominatedBitwise: BTC will remain the best performing asset in the world in the next 10 yearsFed chairman candidate Bowman calls for change in AI and crypto-regulatory thinkingDouble austerity in the United States: corporate debt tightening and CRE tighteningHow to calculate the true rate of return of BTCEthereum tug-of-warRonin returns to the Ethereum ecosystem and the future ecological trends of Ethereum
Fri. Aug 29th, 2025
Trending News: What’s going on in the U.S. government puts GDP data on the chainTake profit or build a position: vernacular about how to observe market changes from a macro perspectiveTokenInsight: Can Ethereum surpass Bitcoin?Viewing the structural risks of pre-market trading market from the XPL event of Hyperliquid platformCurrent status of crypto venture capital investment in 2025: Strategic mergers and acquisitions and IPOs are reshaping the crypto fieldGalaxy: Which altcoin ETFs may receive rapid approval from the US SECBitcoin’s life and death situation: US economic data is about to determine short-term fateAI Agent Market Map: The craze fades and technology continuesCatering to Trump’s cryptocurrency strategy US Department of Commerce pilots blockchain to release GDPJPMorgan Chase calls: Bitcoin is still too “cheap”The final chapter of BTCFi: Looking at the decline of the ecosystem from the plunge of BitLayerExposing WLFI: The latest model corruptEthereum with the acceleration button will we witness a wave of “return”?Going online on September 1st Why is WLFI worth watching?Bankless: Circle’s rate cut problemZhao Changpeng appears at Hong Kong University: Talk about the future of stablecoins, RWA, exchanges and AI17 listed companies hold 3.4 million ETH, Q2 institutional ETH holdings hit record highHow to truly make a profit without losing money in cryptocurrency tradingWang Yongli: The profound impact of US stablecoin legislation exceeds expectationsUnderstand the invisible traps of DeFi derivative trading from XPL eventsHow crypto mining companies use small arrangements to leverage big profitsGalaxy founder Michael Novogratz: Wall Street refugeesNarrative game-led market: volatility is the core assetVolatility is the price you need to pay to hold cryptocurrenciesHyperliquid: Timing is always the best entrance to breaking existing structuresTrend Research: Shopping up has become a consensus, long-term ETH market value will exceed BTCGooglegle: What exactly do we want to launch Google Cloud General Ledger GCULTwo major indicators of stocks and tokens: issued supply and optimized circulation supplyHow to hedge in the options market based on mNAV when Ethereum price fluctuates?Hayes: US $10 trillion enters the market, US stablecoins openly and DeFi opportunitiesStandard Chartered Bank: Ethereum Treasury Company is undervaluedCan the DeFi protocol Lombard break through the narrative dilemma of the Bitcoin ecosystem?Analyzing the popular Bitcoin market indicatorsNew trends in the integration of currency stocks: From “hoarding coins” to “using coins”The oracle returning from the coldAre you tired of a cow2025 new rules for gang letter crimes?What is the impact on web3 practitionersFlash crash, 4 billion liquidation What happened to Bitcoin and Ethereum?Sweeping Ether coins, sleeping for seven years, “Bitcoin giant whale” awakensBankless: Ethereum will be open source monetizationFidelity Research Report: Overview of Ethereum and its Potential Use CasesQ2 Institutional Bitcoin ETF holdings hit a new high, retail investors still dominate capital flowIn the era of narrative collision, volatility is the real asset?Bitwise: BTC’s forecast for the next decadeFrom Petroleum USD to Electric RMB Opportunities in the Era of AI+StablecoinsStaking, ETF, reserve: Is Ethereum valuation being redefined?Solana is turning her eyes to Wall StreetFrom Pendle to Hong Kong parking space decode the nature of transactions in DeFiWebX 2025 Conference Roundtable Discussion: Regulation and Application of Stablecoins in the United States and JapanWhy Powell’s speech is good? ETH is better than BTCThe Cryptocurrency Dividend: Why Traditional Wall Street Powers Still Not Want to Get IntoEveryone is celebrating the rate cut in September. Is Powell’s speech really so “dove”?Why is Wall Street DATs driving history reversed?Bitcoin volatility drops to five-year lows, price predictability exceeds NvidiaCoinbase CEO forecast: BTC million US dollars in 2030, a large number of fiat currencies dieArthur Hayes: The Genius of DerivativesEthereum hits record high: Why the Fed ignites the fuseReturn from the noble chain to the bargain price: memories of the currency circle caused by miner feesThe record high is within reach. 4800 is just the starting point for a new round of riseDialogue with Director VanEck: Is the four-year BTC cycle still there?Comparison of digital asset treasury and cryptocurrency venture capital in 2025A 2.5 trillion institutional change: BTC is a reliable value storage toolCoinbase: Stablecoin market value will reach US$1.2 trillion by the end of 2028JPMorgan Chase Interpretation: Four Factors Make Ethereum Outperform BitcoinStablecoin Rookie: USD1’s Rise and ControversyFundamental and macroeconomic factors may drive BTC to $190,000 in the third quarterWhy did Trump remove Cook?Want to take control of the majority of seats in the FedStablecoin boom boosts Hong Kong Chinese institutions to enter RWA, industry insiders call for cooling down2025 Market Analysis: Debt, Emotion, Rotation and Potential RisksGoldman Sachs: Stablecoin SummerPandu Watchlist: Still bullish?Linea TGE Countdown: Panoramic Analysis of Technology, Ecology and Token EconomicsKanye issued coins with many doubts. Why are celebrity coins always in constant turmoil?Differences between US stock token platforms StableStocks, xStocks and RobinhoodThe future of MSTR, mNAV and Bitcoin treasury reservesWho moved the bank’s cheese? A $6.6 trillion financial regulatory gameAre people beginning to realize that the monetary system is collapsing now?Several Supplementary Views on Qubic Attack on MoneroBehind BTC’s repeated breaks of new highs: What is the current status of activity on the Bitcoin network?Analysis of Galaxy Q2 financial report: 100 billion revenue does not make money, betting on AI infrastructureA complete guide to earning stablecoinsThe Battle between retail investors and Wall Street in 2025: The Battle between Market DominanceFed Waller: Encryption technology is not scary and should promote payment innovation with the industryThe top two BTC mining pools have finally exceeded half of their computing power and are in line with the conditions to launch a 51% attackWhy has Web3 finance arrived at the “iPhone Moment”?900,000 ETH queued to unstake. Is it a big test of selling or a mature ETH ecosystem?ETH redemption record, learn about the Ethereum unstaking withdrawal queueUS President VS Fed ChairmanWhat happens if Upbit and Bithumb launch their own blockchain?Comparing Galaxy Digital with Guofu Quantum Digital Assets Full Value Chain ConstructionRate cut expectations, DAT game and market indicators: When will the top of the bull market appear?The Battle between oracle: Chainlink and Python NetworkBMNR structure concerns: based on mNAV valuation mechanism and risk evolution analysisCrypto venture capital fell 59% in the second quarter, and late trading dominatedBitwise: BTC will remain the best performing asset in the world in the next 10 yearsFed chairman candidate Bowman calls for change in AI and crypto-regulatory thinkingDouble austerity in the United States: corporate debt tightening and CRE tighteningHow to calculate the true rate of return of BTCEthereum tug-of-warRonin returns to the Ethereum ecosystem and the future ecological trends of Ethereum
Fri. Aug 29th, 2025

The impact of the US election has not been fully understood and has not been denominated by Bitcoin

source:Dan Morehead,Founder of Pantera Capital; compiled by: 0xjs@Bitchain Vision

Pantera Capital’s “Blockchain Letter” in November 2023, titled “Bitcoin ETFs to be launched: Buy The Rumor, Buy The News”.(See Bitchain Vision’s previous reportWhen the Bitcoin spot ETF is finally launched, is it the time to sell?”)

We believe that the old Wall Street motto “Buy The Rumor, Sell The News” does not apply to the launch of spot Bitcoin ETFs, although it runs on the days when CME Bitcoin Futures went online and Coinbase was publicly listedgood.

Bitcoin has risen 103% since the launch of the Bitcoin ETF.

BlackRock’s Bitcoin ETF surpassed its 20-year-old gold ETF in just 11 months.It broke the record and is considered “the greatest issuance in ETF history” as it has assets of more than $50 billion, five times faster than the second fastest ETF to reach this milestone.

Next month I will write an article explaining why I think the impact of the U.S. election has not been fully understood and certainly not counted into the price of the Bitcoin market.

The U.S. election is another “Buy The Rumor, Buy The News”.

    • jakiro

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