update from CZ <> https://twitter.com/cz_binance/status/1626617772019965952?cxt=HHwWgICz6dqP9JItAAAA

So, it's China season?

China added the most short-term cash ever to avoid liquidity stress.

Chinese banks made 4.9 trillion yuan of new loans in the month of January - the highest record ever. Where is that money flowing!!

Unlocks for this week.. 20/27

macro calendar and narrative play. 20/27

China & Defi Sector Returns

Launchpad and Layer1/2 Also doing good.. not all smart money is playing risky china plays..

remember last note about $SAND?
~ up 34%

Lastly Gaming & Metaverse Sectors Meta specifically $SAND, $RSR, $APE pumped today..

Gaming Sector is dead for nw, negative returns only...

🇨🇳 China reportedly backing Hong Kong's proposal to become a crypto hub.

Important Economic Data today :-US: Core PCE Price Index, New Home Sales, Rev Consumer Sentiment..

Worth Monitoring for BTC Volatility.

5:30 pm UAE time
2:30 pm GMT+1 (UTC+1)

Will send fastest Alert.

[terminal] : Core PCE MoM: 0.6%
Est. 0.4%

This is quite a big print, this might scare markets a little for now.

Bitcoin returns since PCE release > lows -4%.

$LDO up 17% with 1% drawdown since the alert..

On Another Note: Voyager Just Started Dumping Their Holdings again.

Details of Selling:

$ETH: $40 million ( last sell: $4 million, 8 hours ago)
$SHIB: $7.33 million
$VGX: $17.45 million
$LINK: $4.15 million
$SUSHI: $490K (first sell: 8 hours ago)
$YFII: $485K (first sell: 8 hours ago)
$AXS: $286K (first sell: 8 hours ago)
$ZRX: $206K (first sell: 8 hours ago)
$OXT: $359K (first sell: 8 hours ago)
$APE: $6K (first sell: 1 day ago)
$KEEP: $52K (first sell: 6 days ago)

Rest of the Holdings: Above >$1m

ETH: $275.78M
USDC: $186.05M
SHIB: $81.18M
VGX: $67.35M
LINK: $15.80M
LINK: $5.85M
FTM: $5.58M
APE: $5.09M
SAND: $2.45M
CHZ: $2.37M
GRT: $2.16M
AAVE: $2.08M
YFI: $1.99M
ENJ: $1.86M
QNT: $1.53M
BAT: $1.35M
GALA: $1.27M
JASMY: $1.27M
COMP: $1.12M
GML: $1.04M

Important developments and highlights in Narrative Play since last week up until now..

macro & unlocks calendar for week 27/03/23 | 04/04/23..

The current latest net short positioning of Bitcoin is now at -1799 Contracts.

which represents the difference between the number of short contracts and long contracts held by investors..

The latest data shows that more and more shorts are being closed indicating a potential shift in market sentiment. one to monitor!..

check graph for clarity!

BTC & OI