Phyrex: This week will see the release of four consecutive tech stock leaders' earnings reports, and even the Fed's rate hike and Powell's speech will be this week, which will have a more serious impact on the risk market in the near future. The overall FOMO sentiment in the cryptocurrency market is currently aggravating, as can be clearly seen through the profit-taking address ratio. In addition, the trend of stable coins is starting to show twists and turns, with both the end-of-month delivery options #BTC and #ETH exceeding the maximum pain point. https://t.co/fYzBMOTvdD https://t.co/ZXV8TCY0bW

Lookonchain: The whale transferred 9M MATIC($10.43M) to #Binance again 4 hrs ago. At present, 9.46M MATIC ($10.96M) is still held in the wallet, and 73.3M MATIC ($84.9M) is staked. https://t.co/csJsvucXGP https://t.co/HlD7j29I7u

Lookonchain: An address related to Justin Sun transferred 265M TRX ($16.9M) to #Binance 6 hrs ago. This address once transferred 300M TRX to Justin Sun on Aug 11, 2022. And he also unstaked 703M TRX and transferred 450M TRX ($29.2M) to #Binance after the TRX price surged on Jan 14. https://t.co/Fnb4AoyqDK

Lookonchain: A whale has been accumulating DYDX. The whale received 9.5M DYDX ($21.4M) from #Binance since Oct 18, 2022, with an average receiving price of $1.62. The last time he/she received DYDX was on Jan 20, before the price of DYDX rose. https://t.co/A6shjVi3PB https://t.co/F4S47xY092

Phyrex: Next, let's look at the change of #BTC position range in the recent week. In this data, first of all, we divide the position holders into three different categories, those who hold less than ten BTC are counted as retail investors, those who hold between ten and one thousand BTC are counted as mid-range users, and those who hold more than one thousand BTC are huge whale users. Through this distinction, it can be clearly found that retail and mid-range users are in the sign of increasing their holdings in the recent week https://t.co/lqQbgSGzkh

Phyrex: Next is the data related to #ETH, because #BTC has been said very clearly, so according to the same idea can analyze ETH, I will not speak in detail. From the ETH position time data can also be seen, short-term holdings of ETH is still in a state of increase, especially the holdings of one month to three months of chips although up is a reduction in holdings, but in fact more chips still rose to hold three months to six months of the range. https://t.co/nZXLIlJspW

Phyrex: So we can see that short-term holdings of #ETH are still the main force, while long-term holdings of ETH, especially those with positions of six to twelve months, are the focus of reduction. And ETH held for two to five years from the exchange stock does not show signs of increased holdings, but rather a decrease, so this part of the chips can also be seen as an increase in long-term holders, although also the same as #BTC, this part of the change of hands is also very low. https://t.co/GydhFjT6DD

Phyrex: Similar data to #BTC can be clearly seen in the #ETH position range, with retail and mid-tier users still dominating the increase in holdings, and mega-whale users also dominating the decrease in holdings. If we count those who hold more than 1,000 ETH as high net worth users, we can see that high net worth users have also shown signs of reducing their holdings in the recent week. https://t.co/Y2Uf6IBvvo

Phyrex: And the December numbers were -0.1% and 0.3% respectively, which represents a real possibility of continued decline compared to the same period last year, but inflation is actually up if compared to last month (December). Remember yesterday's announcement that the monthly rate of core PCE was up? The current forecast for January is that the monthly rate of core PCE will continue to rise anyway, so the question arises as to whether inflation has risen or fallen. 2% is not just a drop and a rise away. https://t.co/ZxkBQBuBin

Phyrex: As of January 28th at 23:00 pm the market value of USDT can be seen, the market value of USDT in the last 24 hours is still in a rising state, up nearly $180 million, if no surprise, tomorrow morning's daily will also be a rising trend, which achieves seven consecutive days of rising, even if the market value has not been reduced in the last two months, but seven consecutive days of rising is almost There has been no such thing, which indicates that the European buying sentiment is rising again https://t.co/bo8BdJfnZV

Phyrex: For #BTC and #ETH represents both buying power and buying sentiment. The second is USDC, which represents US dollar funds, this data is relatively less friendly, USDC market capitalization in the last 24 hours is still in a downward trend, and the decline is still quite large, nearly $400 million reduction almost wiped out the week's rise, in some ways also represents the change in US investor sentiment. https://t.co/qgcqdsqC5y

Phyrex: So from the final three main stablecoin market cap changes, the last 24 hours still saw a reduction of nearly $180 million, but after all, it is currently the weekend the amount of change in funds or less, and USDT and BUSD are showing signs of being able to continue to rise, although the reduction of U.S. funds, but the European and European and American parts of the giant whale is still the main force of the current #BTC and #ETH purchase. https://t.co/Tc2U9ywJYV

Phyrex: With the country now back to normal, but other more areas are still in a weekend state, so it is clear to see that the purchasing power has seen a more significant drop, and almost no change from the normal weekend, which is also considered to answer the question of why the increase in USDT can not be seen as the entry of domestic funds. The amount of money transferred to the exchange from USDT and USDC can still be seen, USDT is mainly concentrated in the European trading time zone. https://t.co/x8FRlImAI6

Phyrex: The volume of USDC is more in the main trading time zone of the US. The BUSD data also clearly shows that the timing of the USDC and the USDC are highly overlapping in the main trading time zone of the United States, and compared to the USDT and USDC, the BUSD has almost no signs of retail transfers, they are all single massive transfers, which is why it is believed that the BUSD is still more of a giant whale or a big investor, the retail investors actually have their chips basically placed in the exchange. https://t.co/8RE3pljGrN

Lookonchain: A MATIC early holder sold 4,553,023 MATIC for 5,200,081 DAI at an average price of $1.14 today. The MATIC holder received 4M MATIC from #Binance when the price is $0.02. https://t.co/t1yM9Qergc https://t.co/glPeg3KMja

Lookonchain: The APT top address "Aptos 1" transferred a total of 1M APT($17.1M) to #Binance via 4 addresses today. Did Aptos foundation sell 1M APT after the price hike? @Aptos_Network https://t.co/IpbJIsTHU3 https://t.co/ZdlQZ7rgp5

Phyrex: In particular, the University of Michigan's Consumer Confidence Index, released at 23:00 this evening, shows that consumers are still more likely to have a positive outlook on the U.S. economy, with University of Michigan economist Joanne Hsu saying that moderating inflation and strong incomes are providing strong support for U.S. consumers' personal finances and strengthening their view of current economic conditions . https://t.co/1iB9ix1RgJ

Phyrex: and said the short-term economic outlook has declined slightly since December, with two-thirds of consumers expecting the economy to decline in the coming year. By contrast, the long-term outlook increased 10% to its highest level in nine months, but remains 15% below the historical average. The slowdown in inflation has provided some much-needed upward momentum to consumer confidence, but there are still some external factors that could put additional pressure on inflation. https://t.co/HGFbI17DuS

Phyrex: To put it bluntly, although now because inflation has fallen and incomes remain up, as well as the employment environment is still very optimistic, these reasons make more consumers believe that the U.S. economy can at least achieve a soft landing, especially for employment optimism makes this part of the respondents generally think their wallets will not appear too big problems. Especially in the one-year inflation expectations, it is believed that inflation will fall further. https://t.co/KDvnB2ytEW

Phyrex: The second is the change in USDC market cap. Compared to USDT, USDC is still dominated by oscillations and yesterday saw the overall market cap in a downward trend, while the last 24 hours also remained lower, but with the advance of the US main time, the amount of funds showed signs of a slow rise. It is not certain that the daily USDC can still stay up, but as long as it is not a continuous decline it indicates that there is still more money being injected even in the US time zone. https://t.co/Bm55ijU2J4

Phyrex: Lastly, the market cap of BUSD is still trending up today after yesterday's rise, with a rise of over $200 million in the last 24 hours, especially since we have also analyzed the data in detail that probably the most users of BUSD are also high net worth investors from Europe and the US (see my video this morning for a detailed analysis), so the recovery in market cap can also indicate that more giant whales are starting to enter. https://t.co/yL3EHpRZjx

Phyrex: So as you can see from the data of the three main stablecoins as of 00:20 GMT on the 28th, the total market cap is currently on an upward trend, rising by more than $300 million in 24 hours, and more users are still investors from Europe and the United States, even including the giant whale. Although it is still not possible to give clear information that the funds may continue to enter, but the current growth in market value can be seen that the "bottoming out" sentiment is very strong. https://t.co/jRXSZzP8po

Phyrex: If you compare this to December oil prices, you can see that from the December lows to the current 12.9% increase in U.S. national oil prices, the largest one-month increase since June of last year. And the current rise in oil prices has already had a negative impact on inflation data. Of course oil prices and food prices are beyond the Fed's control, so the only way for the Fed to indirectly control the supply side is to control the demand side of the user's wallet notice. https://t.co/0gcgTdFKI6

Phyrex: Looking at the APR again, compared to last year's PCE price index for December 2021, December 2022 is up 5.0%. Prices of goods rose 4.6% and prices of services rose 5.2%. Food prices rose 11.2 percent and energy prices rose 6.9 percent. Excluding food and energy, the PCE price index is 4.4% higher than a year ago. Among the detailed data you can see that the indexes for food and services show little sign of decline. https://t.co/oxKjcP7DI0

Phyrex: The other data that will be more important is the data on personal spending and income, as mentioned earlier the Fed needs to control the user's wallet, so spending and income is the best way to judge whether the Fed's measures are working. Looking at the detailed data, personal income increased by $49.5 billion (0.2%) in December. Personal Disposable Income (DPI) increased by $49.2 billion (0.3%) and Personal Consumption Expenditures (PCE) decreased by $41.6 billion (0.2%). https://t.co/BdHwfC5ihn

Phyrex: In fact, these "nonsense" is mainly to show through the data, although the core PCE data is indeed in line with expectations, and a decline, but in fact, and CPI data, the Fed's most concerned about income (wages) did not meet expectations, and consumption, although lower, but the per capita savings and personal Savings rate are from May since the highest point, to put it in human terms is that although spending less money, but more money is saved up. https://t.co/mIlrLb4GJY

Phyrex: So we can see, obviously positive data, the core PCE data are within expectations, but the risk market is "hot" not up. Of course this will still not affect the Fed's rate hike in February, nor will it affect the Fed's choice of 25 basis points in March, in fact, the rate hike is now meaningless, it is more important to see whether the Fed will reduce the core PCE annual rate of 2% before reducing the interest rate target, otherwise it is a recession. https://t.co/8wZynepqqA

Phyrex: There is also the final value of the University of Michigan Consumer Confidence Index at 23:00 pm, which is also an important data, you can see the current consumption information of the American people, the Fed is hoping that the lower the consumption power, the better, and lower consumption power means that the current economic problems encountered more serious, obviously good data is bad data. In fact to see are in the game the Fed will not carry out their beliefs, which even and stop raising interest rates are not related https://t.co/DDcogPOT0I

Lookonchain: 3. Aptos Tokenomics Initial Supply: 1B APT - Community: 510.2M APT(51.02%) - Core Contributors: 190M APT(19%) - Foundation: 165M APT(16.5%) - Investors: 134.8M APT(13.48%) https://t.co/vQZnoRHTHn https://t.co/pBIOCDZTbT

Lookonchain: 7. The top address "Aptos 1" received a total of 729,000 APT ($12.78M) in the past 24 hours, and transferred 765,452 APT ($13.43M) to the address "0x867e". https://t.co/IpbJIsTHU3 https://t.co/XsyE59ZdwA

Lookonchain: 8. The Funding Rounds for Aptos. $200M was raised in the Seed round on 15 March 2022, and $150M was raised in the Series A. Investors including Three Arrows Capital, FTX Ventures, Jump Crypto, Binance Labs, Dragonfly Capital, etc. https://t.co/do6oUJJbNd

Phyrex: In addition, there is still a group of today's data was overlooked, is the December new home sales year-over-year and year-over-year, in the absence of a revised prior value, are lower than the previous value, but after the revision are to be in the previous value, especially the monthly rate of new home sales, but also significantly more than expected, the partners should remember that I have been re-emphasized, the housing index is the key, so far lower data were not recorded, and the housing index is now started to rise. https://t.co/6kbrrJACCW

Phyrex: In particular, it is clear from the detailed data that even now, the main trading hours in Europe are still an intensive area for USDT transfers to the exchanges, and of course the trading hours in the US have also seen large and frequent USDT fluctuations since the beginning of the recent week. This also shows that current European investors also maintain optimistic cryptocurrency market expectations and are using actual money as motivation for #BTC and #ETH to move forward. https://t.co/elY4mtI3r5

Phyrex: Next is the USDC data. When we introduced USDT earlier, we said that the US main trading time zone has seen a strong capital situation, which is also in line with the recent six consecutive days of USDC market cap rise, but as of 00:00 GMT on the 27th, USDC market cap has seen a decline in the last 24 hours. This decline occurred at almost the same time yesterday, but was corrected in the early morning hours and the daily remained up. https://t.co/oAKNr7yjus

Phyrex: Today's situation is difficult to assess at this point, but compared to yesterday, although there was a drop yesterday, the market value of the USDC was still up at the same time yesterday for the 24-hour data, but today is different. So more data still have to wait until tomorrow morning to see how the daily line changes. The other thing is the amount of USDC funds transferred to the exchange, although it is just now entering the main trading hours in the US and more data on funds is not yet available. https://t.co/HxxVGIJhwP

Phyrex: Although the rise is not large, but it also represents that there are funds to start expanding the purchasing power of BUSD, especially from the recent period of BUSD fluctuations in the chain, more transfer time is still in the main trading time in the United States and Europe, only the transfer volume is still relatively low. If it is really the European and American majors, we still have to wait until this morning to see the daily data to be more sure. https://t.co/HqW83AUHqV

Phyrex: As you can see by the change in market cap of the three main stablecoins above, the total market cap is on an upward trend in the last 24 hours, with an overall rise of over $250 million. Although the rise in funds does not directly equate to purchasing power, the rising funds will still raise the probability of downside purchases, especially since the current market sentiment is once again mobilized, and if Intel's after-hours earnings report can meet expectations #BTC and #ETH have room to continue to rise. https://t.co/JbnXBFJj08

Phyrex: Finally, from the level of #BTC and #ETH selloff pressure, there is no significant change in the last 24 hours, indicating that the selloff pressure transferred to the exchange still maintains the same magnitude as the last two days, although the selloff pressure has not increased significantly, but from the transfer data of the three main stable coins can see that there is indeed a small decline, the same selloff pressure and less money, probably for BTC and ETH pressure will The greater, of course, also depends on the Intel earnings report to decide the winner https://t.co/OcWtuPFUjU

Phyrex: Relative to these data released today, tomorrow night's data may be a bit more important, although the current core PCE data will not change the Fed's attitude toward the February rate hike, but the core PCE is still the Fed's main measure of inflation data, the importance of higher than the CPI, while the Fed has been saying that inflation below 2% here inflation I am talking about the core if I understand correctly PCE annual rate of data rather than CPI. https://t.co/kP01orT7F5

Phyrex: The original intention of my analysis is to lose less money instead of making more money, to make money truly do not need to see what I wrote, I can do is to analyze the data to analyze whether there is currently a risk, and the degree of risk, and the person who decides whether to take this risk is yourselves and not me. For me bear market opportunities are more, stable is the focus https://t.co/G5kAYr5aOf

Phyrex: Today's pre-market Nifty futures actually rose quite well, the main reason is Tesla's earnings report, I think we all know, today also released some macro data one after another, the content is happy and worried, first of all, we all know the concern of the current week's jobless claims data, it is not surprising that the jobless claims data continue to reduce, it is reasonable to say that this is a good thing, especially the side of the proof of the U.S. employment The job market is still strong. https://t.co/hoMNsnduHQ

Phyrex: Second is the personal consumption data, this data is typical of the bad data is good data, the previous side also said the Fed hopes is to curb the purchasing power of individuals, now see the personal consumption value is not only lower than expected, and even lower than the previous value, this data shows that from the fourth quarter of the United States, there is indeed a consumer downgrade. But actually bad data is still data, for the U.S. economic trend is bound to have a negative impact. https://t.co/a2NjZ01x22

Phyrex: Then there is the more interesting data on U.S. fourth quarter GDP, in which you can actually see a lot of useful data. Compared to the third quarter, the slowdown in real GDP in the fourth quarter mainly reflects a decline in exports and a slowdown in non-residential fixed investment, state and local government spending, and consumer spending. These changes were partially offset by a pickup in private inventory investment, an acceleration in federal spending and a smaller decline in residential fixed investment. https://t.co/YX91i972JT

Phyrex: Interested parties can take a look at the detailed data of GDP, while the actual US GDP data reflected in the fourth quarter is not very friendly, lower consumption has been seen in personal spending, and it is actually evident in the GDP that factory production has fallen sharply for two consecutive months as demand for goods slumped. Layoffs in the technology sector are also seen as a sign of corporate capital spending cuts. https://t.co/vO7rUnSYaQ https://t.co/mvWrWtHtVB

Phyrex: This is like the CPI data each month, although not reach the Fed's expected decline in the housing index, but the market does not care about you these, the continuous decline in inflation is a good thing, the current data for GDP is also the same, after all, the current show is that the United States is difficult to go directly into recession, but in fact the pit is still quite a lot. Pre-board Nifty futures continue to rise, it is estimated that after-hours will also have a good performance, today after the closing bell will be announced Intel's earnings report. https://t.co/yHAXIS2nEV

Lookonchain: Justin Sun transferred 10,000 ETH($15.5M) to #Poloniex 2 hrs ago. And Justin Sun still holds 223,780 ETH($347M) in address "0x176f". https://t.co/VTN13dGJ1q https://t.co/Rj2sMpksXo

Phyrex: USDT's main transfer time in the recent week has not only been the main trading time in Europe, but even in the main trading time in the U.S. There is also a not bad amount of money transfer, with the recent good USDC's purchasing power, you can believe that there are still a lot of U.S. funds also started layout in the coin market, for the purchasing power interested partners can look at my daily daytime video, there will be more detailed The video will be presented in more detail. https://t.co/trZuMrtIc2

Phyrex: In particular, US stocks are still all in a downward spiral, so it is difficult to determine what the next move will be, especially since there will also be an after-hours earnings report from Tesla, which may also bring new changes to USDC's market cap. Also from the transfer to the exchange details data can be seen, and USDT is different, USDC's main transfer time is still the main trading time only in the United States. And the last two days also out of the first slowdown trend, but the total transfer-in volume is still higher than USDT https://t.co/3w8zrSoZiK

Phyrex: The last data or BUSD, in fact, for BUSD because it is difficult to judge the scope of the main users, especially because although BUSD has been the third largest stable coin, but more chips still exist in the exchange, the actual transfer of funds to the exchange is still low, if you look at the time distribution, BUSD is more like Americans or Asians in use, of course, this basis is not very accurate. So for BUSD it is more seen as a change in purchasing power https://t.co/mBcKtJ084z

Phyrex: From the perspective of BUSD's market capitalization, there is no sign of a recent decline, and in the last 24 hours, BUSD's market capitalization has again decreased by more than $500 million, which is also a significant recent decline, with a large amount of BUSD leaving the market and lasting for a long period of time, and with the recent low exchange rate of #BTC and #ETH, we can basically project that the overall volume is still relatively low. https://t.co/IHh0nCg9PD