PA Daily | Trump ordered to set up a sovereign wealth fund within 12 months; Microslategy did not purchase bitcoin last week
Reprinted from panewslab
02/04/2025·27DReminder today:
Trump signed an administrative order that will establish a sovereign wealth fund within 12 months
TRON and Movement have denied that"tokens exchange" transactions with the WLFI project
About 200,000 encrypted wallets suffered losses due to the"Trump" coin
Trump's second son Eric Trump: The best time to increase holding ETH now
Web3 Game FableBorne completed a new round of financing of $ 12.4 million, Delphi Ventures led
Policy & supervision
Trump signed an administrative order that will establish a sovereign wealth fund within 12 months
According to Coindesk, US President Donald Trump signed an administrative order on Monday afternoon asking the Ministry of Finance and the Ministry of Commerce to create a sovereign wealth fund. Although the Treasury Minister Scott Bessent has a cautious interest at at least about cryptocurrencies, HoWard Lutnick, the nomination of the Minister of Commerce, has always been an active supporter in the field. Lutnick's bond trading giant Cantor Fitzgerald is the custodian of a large number of government bonds of the stabilized currency Giant Tether. He also talked about his own personal investment in Bitcoin. On Monday, Bessent and Trump appeared in the White House Oval Office in the United States. He said that the expected sovereign wealth fund will be created in the next 12 months. Although it is reported that Bitcoin is not mentioned at the signing ceremony, the sovereign wealth fund may be a way for government to purchase and hold cryptocurrencies.
According to Golden Ten reports, the Customs Tariff Commission of the State Council issued an announcement: With the approval of the State Council, from February 10, 2025, tariffs are imposed on some imported goods native to the United States. A 15%tariffs are imposed on coal and liquefied natural gas, and 10%tariffs are imposed on crude oil, agricultural machinery, large -displacement cars, and pickups.
According to market news, the artificial intelligence and cryptocurrency "Tsar" David Sacks appointed by President Trump to hold a press conference at 2:30 pm on February 4th, East time, to outline the related position of the US government in the field of digital assets plan.
According to Reuters, two people familiar with the matter revealed that the lawyer of the US Securities and Exchange Commission (SEC) was informed that before the official launch of the investigation, they needed to be approved by the leadership of political appointment. Significant changes in this procedure may delay the progress of the investigation. This change was implemented under the new SEC leadership after President Trump took office. Generally, five members including the chairman are responsible for supervising the independent organization. At present, there are three members of the committee -two Republican and one Democrat. The members are appointed by the president. In recent days, some law enforcement staff have been informed that they need to obtain the approval of the committee to issue all formal investigation orders. These investigations are issued to obtain testimony to obtain testimony or documents. Previously, such power had been placed to lower -level staff. The committee has the right to refuse -but does not always exercise this right. Reuters cannot determine whether the committee has voted to formally revoke the decentralization of the power, or who ordered this change.
According to market news, Trump stated that he reached an agreement with the President of Mexico and decided to suspend the expected tariff for one month immediately. In addition, Mexican President Sinbom revealed to Trump's proposal to suspend tariffs permanently, and (but) the two sides agreed to delay for one month. Trump also said that he will be negotiated by US Secretary of State Rubio, Minister of Finance Bars, Minister of Commerce Lutnick and leaders of Mexican officials. protocol.
Crypto.com, Kalshi's super bowl event contract was investigated by the US regulatory agency
According to Bloomberg, the US Commodity Futures Commission (CFTC) is demanding how Crypto.com and Kalshi Inc. explain how they have recently launched the super bowl of event contracts to meet derivative regulations. According to the regulations, the agency has the right to request companies that "self -certification" to provide additional information, including proved that these products are not easily manipulated and met other regulatory requirements. It can evaluate these responses and decide whether to take any law enforcement operations or start drafting new rules. CFTC spokesman said in an email: "We are continuing to review these contracts in accordance with our regulations." The agency announced last week that it will hold an emerging issue in the derivative market -including the event contract -holding public round table meetings Essence In January, the regulatory agency decided to conduct special supervision review on Crypto.com's sports contracts to determine whether they belong to the gaming category. This is one of the categories of except for some contracts that meet the public interests. According to public institutional documents, Crypto.com recently withdrawn two applications that are being reviewed and self -certified a new contract related to ornamental sports and related industries. It is unclear whether the agency will continue to review the original sports contract. Kalshi's contract was launched three days after President Donald Trump, and it was not subject to similar censorship. The new survey of the agency was announced on Monday that the Robinhood Derivatives customers were launched on Monday on Monday on Monday to launch their own sports transactions on the exchanges of Kalshi.
Musk first described the Doge blueprint and tried to enhance the market's confidence in US debt
According to Golden Ten reports, Musk, who controlled the "DOGE" of the US government efficiency, recently outlines a blueprint for significantly cut US expenses and regulations, including the abolition of the USAID (USAID). Musk said in the X Spaces audio conference that it is necessary to completely clean up US regulations. As Trump's largest gold master, he revealed that his team is promoting the closure of a foreign aid agency established by the US Congress. Reduce plan. In addition, Musk also announced that this week will talk to Morgan Chase CEO Dimon, trying to persuade the bond market to believe that its "DOGE" cost reduction plan can enhance the market's confidence in US debt. Any signs of any significant reduction of expenditure and improving fiscal deficit are good news for investors who bet on US debt yields. The nearly one -hour audio discussion was the first time that Musk's "DOGE Plan" was talked about after Trump ’s victory. Republican senator Joni Ernst, Mike Lee, and the former“ Doge "joint director Vivek Ramaswamy participated in the free discussion. The analysis believes that the intensive actions of Musk's two weeks before Trump's administration show that the authority of "DOGE" has far exceeded the scope of the administrative order of the department -the order only requires it to "upgrade the federal technology software to improve government efficiency by upgrading the government efficiency And productivity ".
AI
According to Golden Ten reports, SoftBank Group announced the establishment of a partnership with Openai to jointly develop and sell high -level enterprise artificial intelligence named "Cristal Intelligence". SoftBank will spend $ 3 billion each year to deploy OPENAI solutions among its group companies. SoftBank and OPENAI also announced the establishment of a new joint venture called "SB Openai Japan", which will promote OPENAI corporate technology specifically to large companies in Japan, with 50%of the two parties. Sun Zhengyi, CEO of SoftBank, said that he believes that General Artificial Intelligence (AGI) will become a reality in less than 10 years, and believes that "AGI can first realize it in large enterprises' business", and add it The goal is "a huge amount of funds", and these funds are "only large enterprises at present."
OpenAI launches in -depth research functions, 5 to 30 minutes generate analyst -level reports
According to the Beijing News, after being impacted by DeepSeek, the release frequency of Openai's new product functions has accelerated significantly. Following the official version of the O3-mini model 3 days ago and the "reasoning" key to increase the "reasoning" key in ChatGPT, on the morning of February 3, Beijing time, Openai released a new ChatGPT feature "Deep Research". After 5 to 30 minutes of networking and in -depth thinking, the generation can reach the analyst -level report. Pro users can already use this feature. OPENAI CEO Sam Ultraman said that this is a service like "providing experts on demand", which can complete the task that it takes several hours or days to complete. However, OpenAI said that the function sometimes has an illusion or an error inference in the answer, but the probability of errors is significantly lower than other models under the existing ChatGPT.
Project dynamics
The listed company Sol Strategies issued an announcement and revealed that from January 19, 2025 to January 31, 2025, the company completed an additional 40,300 SOL purchases at a price of about 14,337,332 Canadian dollars ($ 9,935,329). SOL 355.77 Canadian dollars ($ 246.53), including expenses and expenses. The company also completed the second -stage convertible bond private placement sale of 2.5 million US dollars. Its total income was satisfied by paying 6,564.47 SOL, with an average price of each solid price of 380.84 Canadian dollars (US $ 265.65). As of January 31, 2025, Sol Strategies and its subsidiaries held a total of about 189,968 SOL, with a total purchase price of about 48.7 million Canadian dollars, and the average purchase price of each SOL was about $ 256.21. Instead, according to the closing price of SOL on January 31, 2025, its value is 63.7 million Canadian dollars.
For the Hooked Protocol (HOOK) investment share and token unlock questioning, the founding partner of Primitive Ventures, Dovey Wan, responded in the community Space: "Primitive Ventures invested HOOKED Protocol, the valuation of $ 30 million was valued at a valuation of $ 30 million. Coin unlock cycle and The other VCs were unlocked at the end of 2023. He was also surprised "Why did the product go online so early." In response to the "Binance Labs girlfriend" incident on the market, its response stated that its individuals belong to investors in the market, and where they are the role of the founder and have multiple children, which leads to the " The psychological distance "far away, it is difficult to say that the two belong to the" girlfriend "relationship.
According to The Block, Ethereum has reached a consensus required to improve the limit of network GAS, 50%of the verifications support this change to help enhance the scalability of the network. GAS limit is the key parameter that determines the ability of network transactions. Earlier, the GAS limit was 30 million, and it has exceeded 31 million. GAS limit adjustments require more than half of the verifications to approval before it can take effect. This adjustment has been completed yesterday. Once more than 50%of the verifications expressed their support, the block GAS limit will automatically adjust without having a hard fork. This is the first time that Ethereum has implemented such changes under the consensus mechanism of equity (POS). The last adjustment occurred in 2021, and GAS limited to double from 15 million units to 30 million units. According to Gaslimit.pics data, the average GAS limit in the past 24 hours is 31.5 million units, and it is expected to be adjusted to up to 36 million units. Although the DENCUN upgrade and Proto-DANANK sharding technology recently increased scalability, as the demand and complexity of Ethereum decentralized applications increase, it is necessary to increase GAS limit.
Binance will remove QI/BTC, TLM/BTC, VITE/BTC spot transaction pair
Binance issued an announcement saying that according to the recent review results, Binance will be removed from the following spot transactions at 11:00 on February 06, 2025 (Time in the East Eight District). BTC.
TRON and Movement have denied that "tokens exchange" transactions with the WLFI project
According to CoinDesk, in response to the previous Trump crypto project WLFI invited blockchain projects to participate in the "tokens exchange" transaction, TRON spokesman said that he did not participate in the token exchange agreement. Rushi Manche, co -founder of Movement Labs, also told the media earlier that he did not send tokens to anyone, including WLFI- "No transactions and no back door transactions. This is purely buying."
Chain Travel Studio Midnight Society is closed due to financial difficulties
According to NFT Plazas, Midnight Society behind the Chain Tour "Deadrop" has been confirmed to close after facing financial difficulties and internal turbulence. Just a few days before the announcement of the closure of the company, the employees received a notice of the company's closed two days. Earlier, co -founder Dr. Disrespect left in mid -2024 in the middle of 2024 due to improper behavior. Although the studio initially expressed confidence in continuing to develop and released DeadDrop in 2025, insufficient funds and personnel layoffs eventually caused it to close.
The Xeggex website has been unable to log in yesterday, causing doubts about running
The encrypted exchange Xeggex posted on the X platform yesterday afternoon: "The CEO account was invaded by hackers and lost the TG account and the Xeggex community group. In addition, we still don't know the details. In addition, at this moment, it is important at this moment. Successfully lock the wallet to ensure the security of funds. However, in the first two hours before Xeggex released the above announcement, the analysis of the encrypted media Blocktempo analyzed: "Xeggex is suspected to explode, and many users leave a message under the official post. The shelf exacerbates market concerns. The market was bloodwashed yesterday, which may lead to a large number of users poured into the withdrawal of withdrawal and triggers the crisis of the crisis. It is about to come back "and have not yet returned to normal operations.
The Berachain Foundation released its online white paper. According to the White Paper, Berachain is a new type of EVM compatible Layer 1 blockchain. It aims to align the value of the network with the value of the application built on it through the Proof of liquidity (POL) mechanism. Through the core innovation of its Proof of liquidity (POL), the traditional PROOF of Stake (POS) incentive mechanism has been changed to linked the authenticated rewards to the application requirements on the network. Economic models use double -generation currency models, BERA is used for pledge and transactions, and BGT is used for governance and rewards (non -transfer). The release of BGT is closely related to the pledge of BERA. BGT can be exchanged for BERA by destroying BGT. In addition, the POL mechanism controls the inflation by adjusting the BOOST of the verified as the verification, ensuring the security and decentralization of the network.
Trump's second son Eric Trump: The best time to increase holding ETH now
Trump's second son Eric Trump posted on the X platform stated: "I think it is the best time to increase ETH (in my opinion, it'sa great time to add eth.)."
Coinbase includes Ether.fi (Ethfi) and Bittensor (TAO) in the upper map of the Shangbin
According to the official announcement, Coinbase included Ether.Fi (Ethfi) and Bittersor (TAO) in the upper map of the upper currency.
"Detective on the Chain" Zachxbt posted on the X platform that in the past few months, many Coinbase users complained that their accounts were suddenly limited on the X. As a result of losing more than 300 million US dollars in engineering fraud, Zachxbt put forward some suggestions, including: 1. For senior users who have added identity verification device applications or security keys and have passed KYC verification, the phone number should be optional; 2. Add the types of beginners/elderly user accounts that do not allow withdrawals to withdraw money; 3. Improve community services (about blog articles on restoring user funds, 24/7 IR, marking theft address, preventing network fishing domain names, etc.); 4. Consider representatives Users take legal operations on TLOXP / Transunion's negligence, because this is the main tool used by cyber criminals to harm users; 5. Active action on fraudulent performers in the United States to effectively work.
MicroslateGy founder Michael Saylor posted on the X platform that it did not sell any type of A common shares or Bitcoin, which did not sell it last week. As of February 2, 2025, Microstrategy held 471,107 bitcoin, with a purchase price of about $ 30.4 billion, and the purchase price was about $ 30.4 billion. The average purchase price of each bitcoin is about $ 64,511.
Ton Foundation's Steve Yun launched a $ 100 million fund tvm Ventures
According to TheBlock, Steve Yun of the Ton Foundation) launched TVM Ventures, which is a $ 100 million fund, focusing on TON -based startups. It is reported that the fund's funds come from Yun himself and a Toncoin miner, but Refuse to disclose the identity or specific contribution of the miner. Yun resigned from the chairman of the Ton Foundation last month, but he was still a member of the board of directors. He established TVM Ventures in November 2024 and was responsible for starting operations.
BYBIT CEO Ben Zhou posted on the X platform, "I am afraid that the real total liquidation amount of the cryptocurrency market today is far more than 2 billion US dollars. According to my estimation, it should be at least between 8 billion and $ 10 billion. The hourly liquidation amount reached 1.1 billion US dollars. Other trading platforms also have similar practices to limit the push of liquidation data.
Bitdeer has increased its holdings of 50 BTC today, and currently holds a total of 787 BTCs
Bitdeer, a listing encrypted mineral company, announced on the X platform that 50 BTCs have been increased today, with a value of about 4.74 million US dollars. As of 8:00 on February 3, 2025, the total amount of Bitcoin holding a BTC Essence
According to TheBlock, the founder of AAVE Stani Kulechov said: "Tariffs will raise funds for the United States and increase domestic production, which will also allow other countries to raise funds and increase their domestic production. It is not the economic recession, but the reorganization of the entire global economy. For those who see the uncertainty of the stock market collapse during the transition, cryptocurrencies will play a role of hedging. For people, DEFI returns will also play a role in hedging. "
According to TheBlock, an analyst of Bernstein, a brokerage company, stated in a report to customers: "If tariffs means strong US dollars, rising inflation, and weakening short -term interest rate cuts, this means global flow of risk assets worldwide In terms of sexual decline. . But in the short term, Bitcoin is related to risk assets. Financial is strategic, and aims to control inflation by cutting the cost of government efficiency and improving energy output by reducing the cost of cutting deficit and Elon Musk. Although foreign governments may retalize tariffs by selling U.S. Treasury bonds, Bernestein expects that sovereign countries will hoard gold and Bitcoin as economic buffer. The United States will lead the transformation of cryptocurrencies, and more countries may follow suit.
Bitwise executive: Tariffs may be just a temporary tool, and Bitcoin will still rise for a long time
According to Forbes, Jeff Park, the strategic director of Bitwise Alpha, said that tariffs may be just a temporary tool, but the long -term conclusion is that Bitcoin will not only go higher, but also go faster because both parties in trade imbalances want to want To be Bitcoin, the end result is the same: the price is higher and the speed is faster. Petr Kozyakov, chief executive officer of the encrypted payment platform, pointed out that after Trump announced tariffs on Friday, the cryptocurrency market set off a FUD wave, and the prospect of long -term interest rate hike shaking all the global markets. Although Bitcoin has fallen below the $ 100,000 mark, the King of cryptocurrencies once again proves that he is unique and compared with the cottage that has fallen across the board. Bitcoin fell overnight to a slightly higher than $ 91,000, a minimum of nearly 10%, and then rebounded to about $ 95,000. Other major cryptocurrencies have fallen more, Ethereum fell about 20%. Solana's performance seemed to be better than Ethereum, only 6%.
Market News: Coinbase obtained the British operation license
According to market news, the COINBASE of the cryptocurrency exchange has obtained a license to operate in the UK.
According to the official announcement, Binance Pay has reached a cooperation with the European Web3 payment provider Xmoney. The partnership relationship simplifies the payment services of luxury goods, travel, games and even public services, so that more than 20,000 companies in the XMONEY merchant network can directly accept acceptance Cryptocurrencies, XMoney also expanded Binance Pay's global general merchant network to more than 32,000 companies, thereby promoting security and innovative payment solutions.
Financing
Web3 Game FableBorne completed a new round of financing of $ 12.4 million, Delphi Ventures led
According to NFT Plazas, Pixion Games, a game studio behind the web3 action role -playing game, announced that it raised $ 12.4 million in the latest round of financing and was led by Delphi Ventures. XIE Infinity creator Sky Mavis participated in the investment. The financing will help it prepare for the launch of the Power tokens later this year. According to reports, FableBorne is a free web3 action role -playing game. Based on Ronin, FableBorne is developed by Pixion Games and is currently in the first season. Players can build bases, alliance with other players, defend their land and attack their opponents. Players can also create and direct a hero team to protect their bases and conquer the world.
Important data
According to SOSOVALUE data, yesterday (February 3, Eastern Time) Bitcoin spot ETF total net outflow of $ 235 million. Yesterday, Grayscale's ETF GBTC net inflow was US $ 8.0191 million, and the current net outflow of GBTC history was US $ 21.883 billion. Grayscale Bitcoin mini trust ETF BTC net outflow of $ 0.00 in a single day. At present, the total net inflow of the BTC BTC BTC History of Bitcoin Bitcoin is US $ 1.232 billion. As of press time, the total net value of Bitcoin spot ETF was US $ 119.14 billion, and the ratio of ETF net assets (market value compared to Bitcoin's total market value) reached 5.95%, and the cumulative net inflow of history has reached 40.263 billion US dollars.
According to Spot On Chain monitoring, the Trump family encryption project World Liberty Financial (referred to as WLFI) transferred a total of 807 million US dollars of encrypted assets to Coinbase Prime 6 hours ago for fund management and business operations. Subsequently, the 19,423 STETH was lifted to ETH, and the average price of $ 2,738 was cost 5 million USDC to buy 1,826 ETH. At present, World Liberty Financial holds a variety of assets worth $ 96.62 million among nine known wallets.
About 200,000 encrypted wallets suffered losses due to the "Trump" coin
According to Golden Ten reports, the estimation of the three blockchain analysis companies, the entity behind the cryptocurrency of US President Trump earned nearly $ 100 million in transaction fees in less than two weeks. This is a huge Unexpected wealth, but thousands of small traders have suffered losses. Trump launched tokens called "Trump" on January 17 and soared rapidly. Three encrypted data companies, including Merkle Science and Chainalasis, analyzed the blockchain and showed all transactions involving "Trump". They estimate that as of January 30, the "Trump" tokens had incurred a transaction fee of 86 million to 100 million US dollars. This far exceeds the numbers reported earlier. One of the entities behind this cryptocurrency is a company named CIC DIGITAL owned by Trump. The official website of "Trump" stated that CIC DIGITAL will "get transaction revenue from the transaction activity of this coin." At the same time, about 200,000 encrypted wallets (most of them are small assets) have suffered losses for "Trump" coins on the exchange.
Earlier news, Trump's "Trump" has fallen more than 70 % higher; sources said that the entity behind Trump made a transaction fee of $ 100 million through the "Trump" tokens.
Circle has cast 6.25 billion USDC on the Solana chain this year
According to OnChain Lens, as Circle once again cast 250 million USDC, Circle has cast 6.25 billion USDC on the Solana chain since 2025.
Cryptoquant CEO: Bitcoin Kimchi premium is currently 12%, the highest level in three years
The founder and CEO of Cryptoquant Ki Young Ju posted on the X platform that Bitcoin kimchi premiums are currently 12%, the highest level in three years, and the main reason for BTC's decline seems to be strong in the US dollar index (DXY).
According to LOOKONCHAIN monitoring, a giant whale did not sell AI16Z and Zerebro at the best time, and missed more than $ 40 million in profits. On January 2nd, the giant whale obtained $ 40.8 million in AI16Z and Zerebro's unrealized profits, but he did not sell profits. On January 9, he sold Zerebro and lost about $ 1 million. 10 hours ago, he sold 21.34 million AI16Z ($ 9.18 million) and lost about $ 1 million.
CoingLASS data shows that over the past 24 hours of the cryptocurrency market, the entire network contract has a $ 2.353 billion, of which more than 1.906 billion US dollars, and the empty single position is 447 million US dollars. The total amount of BTC burst is 467 million US dollars, and the total amount of ETH liquidation is 633 million US dollars.
