NuMe Analysis
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πŸ‘¨β€πŸ’» We do on-chain research and updates on #Crypto, including analysis, explanations, and unusual on-chain alerts.

πŸ’ŽFor paid/cross promotion: @nofacerrr
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5 hours ago, 1 billion USDT was minted just as the market started to recover β€” this is the first time it's happened in April.
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πŸ’š The market is looking incredibly GREEN today!
After all the recent tension, Trump has just announced a 125% retaliatory tariff on China while delaying tariffs on other countries by 90 days.
In response, China will impose an 84% additional tariff on U.S. goods starting April 10.

πŸ“ˆ Current market status:
🟒 BTC up 9.01%
🟒 ETH up 14.56%
🟒 SOL up 13.9%
🟒 The entire market is green!
🟒 Total 24h liquidations: $527M β€” with short positions accounting for around 70%
🟒 Fear & Greed Index doubled from 18 to 39

πŸ†• General news:
🟒 The SEC has approved options trading for spot ETH ETFs
🟒 A new SEC Chairman has been appointed: Paul Atkins, known for his pro-crypto stance
🟒 A New York state House member has proposed applying blockchain to ensure truth in elections and avoid censorship
🟒 Virgil Griffith, former Ethereum Foundation developer, has officially been released from prison after serving time for violating sanctions

🏦 Global developments:
🟒 The European Central Bank (ECB) continues to push for the digital euro to counter the expansion of U.S.-based stablecoins in the EU market
🟒 VanEck report: Russia and China have used Bitcoin to settle energy trades

πŸ”” New products & updates:
🟒 Sweet – the rights holder for NHL and MLS – has launched sports games with TON token rewards
🟒 Kraken & Mastercard have teamed up to launch a crypto debit card for users in Europe and the UK
🟒 Taurus introduced a digital interbank asset network to streamline payments and collateral processes
🟒 World Liberty Financial, an organization linked to Donald Trump, is testing an airdrop + stablecoin giveaway system
🟒 Eclipse announces new snapshot timing and updated TGE schedule

🧐 @NumeAnalysis
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πŸ”₯ Breaking News!

BlackRock may be selling #BTC

A few hours ago, BlackRock deposited 3,295.77 BTC (~$254 million) into Coinbase.

Currently, they are still holding 575.42K BTC (~$44.2 billion) in their main wallet.

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🚨 $PEPE is facing heavy sell-offs from market makers. πŸ†•πŸ†•πŸ†•

πŸ”» 12 hours ago, Cumberland deposited 247B $PEPE (~$1.5M) to Robinhood.
Wallet address: 0x091D1C972cb1648537a2Ba78eaBa371b1cE18336

πŸ”» 2 hours ago, B2C2 deposited 163B $PEPE (~$1.01M) to Binance.
Wallet address: https://intel.arkm.com/explorer/entity/b2c2
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🚨 U.S. Tariffs on Chinese Goods Rise to 145% πŸ†•πŸ†•πŸ†•

The tariff rate imposed by the U.S. on Chinese imports has now reached 145%, a White House official confirmed to CNBC. This includes a 20% fentanyl-related tariff that had already been applied to China previously.

πŸ“‰ According to CoinGecko (last 24 hours):
🟒 BTC: $79.4K ↓ 3.7%
🟒 ETH: $1.5K ↓ 7.2%
🟒 SOL: $112 ↓ 3.8%
🟒 BNB: $577 ↓ 0.2%

Total market liquidations: $300M
~71% of liquidations came from long positions
Fear & Greed Index dropped sharply from 39 β†’ 25, reflecting market uncertainty

⚑️ Key News Highlights:
🟒 Paul Atkins has officially been confirmed by the U.S. Senate as the new SEC Chairman, sparking fresh optimism in the crypto market.
🟒 The SEC has approved options trading on spot Ethereum ETFs, marking a major milestone for the legalization of crypto financial products.
🟒 OpenSea has urged the SEC to clarify the legal standing of NFT marketplaces, arguing they should not be classified as exchanges or brokers under current securities law.

πŸ”” Product & DeFi Updates:
🟒 Raydium dominates the Solana ecosystem, accounting for nearly half of total DEX volume in 2025.
🟒 AAVE officially launches its token buyback program, signaling long-term support for holders.
🟒 Pendle proposes integrating PTs (fixed yield tokens) into AAVE to enhance liquidity and yield flexibility.
🟒 Chainlink announces Payment Abstraction, allowing users to pay gas fees with any asset, automatically converted to LINK.
🟒 Kaito unveils a strategic reserve fund named KAITO Reserve.
🟒 Ethereum confirms the "Pectra" upgrade will go live on May 7, introducing account abstraction and key infrastructure improvements.
🟒 Euler Finance officially launches on Avalanche.
🟒 PancakeSwap proposes Tokenomics 3.0, aiming to reduce CAKE inflation by ~4% per year.
🟒 Ethena expands USDe and sUSDe to the BNB Chain.

πŸ’° Fundraising & M&A Highlights:
🟒 Wunder.Social raises $50M ahead of its token launch, with ambitions to build a bot-free, spam-free social network.
🟒 Meanwhile completes a $40M Series A funding round.
🟒 Magic Eden acquires Slingshot, expanding its ecosystem into crypto trading.

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⚑️TENSION: CHINA OFFICIALLY RETALIATES AGAINST U.S. TARIFFS πŸ‡¨πŸ‡³ πŸ‡ΊπŸ‡Έ

On April 11, 2025, the Chinese State Council Tariff Commission announced adjustments to tariffs on imported goods originating from the United States, effective from April 12, 2025.

πŸ“Œ Reason - Following the U.S. increase in tariffs on Chinese goods from 84% to 125%, China declared this action as "unilateral, bullying, and contrary to global trade rules."

⚠️ China further warned: "If the U.S. continues to play the tariff game, China will retaliate to the end."

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⚑️⚑️⚑️⚑️⚑️⚑️ The Chinese Tariff Commission announced an increase in tariffs on certain imported goods from the United States, raising the rate from 84% to 125%, effective from April 12, 2025.
This move is in response to the United States increasing tariffs on Chinese goods to 125%. China stated that at this level, U.S. exports to China are no longer commercially viable and will disregard any further tariff increases by the United States.

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πŸ†• This morning, Bitcoin hit $83K, while Ethereum is trading around $1.5K. The total crypto market capitalization has now returned to $2.7 trillion.

In the past 24 hours, the market saw around $230 million in liquidations, with short positions accounting for nearly 70%. Notably, the Fear & Greed Index jumped from 25 to 45, reflecting a significantly improved investor sentiment.
Amid continuous global financial volatility, decisions from major powers like the U.S. and China remain under close watch. A single move can trigger ripple effects across the entire crypto industry.
Let’s take a look at some of the key political, market, and blockchain updates worth following:

πŸ“‰ Politics & Markets:
🟒 During Trump’s previous presidency, U.S. economic policy uncertainty surged β€” even higher than during the pandemic. His unpredictable decisions kept global markets holding their breath.
🟒 Tariff tensions between the U.S. and China continue to escalate, as China raises tariffs to 125% in retaliation against U.S. moves.
🟒 Still, the White House confirmed that Trump is open to negotiating a new trade deal with China.

πŸ†• Other Notable News:
🟒 Trump has signed a resolution repealing IRS rules that previously required custodians to collect and report user data for DeFi transactions.
🟒 The SEC officially dropped its allegations of unregistered securities offerings for three Helium ecosystem tokens, following Nova Labs' $200K settlement.
🟒 Grayscale updated its watchlist, adding promising assets including APT, ARB, TON, FET, Monad, and several others still under classification.

πŸ’» New Product Launches / Listings:
🟒 Babylon, a Bitcoin staking protocol, officially launches its Genesis Mainnet, marking phase two of its roadmap.
🟒 Vitalik Buterin unveils a roadmap for privacy-protection solutions on the Ethereum network.
🟒 APX Lending raises $20 million amid surging demand for crypto-backed loans in Canada.
🟒 WalletConnect is set to launch its own token and will be listed on Binance on April 15.

πŸ’° Fundraising Highlights:
🟒 Towns completes a $10 million Series B funding round.
🟒 BugsCoin raises $12 million in its Series A.
🟒 GUNZ wraps up a strategic fundraising round, with total raised amount yet to be disclosed.

🧐 @NumeAnalysis
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πŸ†•πŸ†•πŸ†• Collection of extremely useful #AI tools for crypto research. 🚨

πŸ” Research & Trends
@ChatGPTapp: Deep research
@perplexity_ai: Search Engine
@grok: Protocol research + trends
@Gemini: Summarizing videos/podcasts
@GoogleAI: Broader search & discovery

✍️ Writing & Ideation
@OpenAI GPT-4.5: Drafting + editing
@AnthropicAI: Experimenting w/ MPC + app ideas

πŸ‘¨β€πŸ’» Design & Media
@midjourney: Detailed image generation
@runwayml: Video experiments
@lovable_dev: Web design drafts
@elevenlabsio: Voice generation
@Kling_ai: Image & video

πŸ‘¨β€πŸ’» Coding & Dev
@cursor_ai: AI-assisted coding
@boltdotnew: Search Engine
@Firebase: Web page builds

πŸ’» Data
@tokenterminal: On-chain data to feed to Deep Research
@DefiLlama: You can get the chart files to feed into app of choice
@Dune: Analytics data for various protocols
@artemis: Protocol metrics

🧐 @NumeAnalysis
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🚨 Most Bitcoin whales haven’t exited their positions at this point. πŸ†•πŸ†•πŸ†•

Their current behavior closely resembles the accumulation phase we saw during the market sideways movement in August–September last year.

The data above is compiled from CryptoQuant.

🧐 @NumeAnalysis
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🧐 THE REASON BEHIND OM’S 90% CRASH

Since April 7th, at least 17 wallets have transferred a total of 43.6 million OM (worth around $227 million at that time) to CEXs, accounting for approximately 4.5% of the circulating supply.

According to Arkham tagging, some of these addresses are linked to Laser Digital, a strategic investor of Mantra Network.

There are also rumors that major holders, along with market makers and wealthy individuals in Dubai, manipulated the chart to liquidate all short positions β€” since in reality, no one truly holds OM tokens.

πŸ‘‰ In fact, Mantra is barely used β€” the chain has almost no TVL, no notable dApps, and very low trading volume.

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πŸ” Mantra OM – $6 Billion Wiped Out Overnight in a Single Candle

A few hours ago, a shocking "earthquake" hit the crypto market early this morning: the price of $OM, the native token of Mantra (a prominent RWA project), plunged uncontrollably from around $6 to just $0.37 in less than an hourβ€”wiping out over $6 billion in market cap in a single candlestick.
This unexpected crash instantly triggered memories of LUNA and FTX, sparking fears of a large-scale rug pull.

πŸ”΄ Mantra Responds:
Denies any mass sell-off: The team asserts that their tokens are still locked under a vesting schedule and that all on-chain data is transparent. No changes have been made to their tokenomics.
They claim the crash was the result of uncontrollable liquidations across exchanges and deny any internal involvement.

πŸ”΄ Binance Speaks Out:
The main reason cited: Cross-exchange liquidations.
Since October 2024, Binance had already reduced the leverage limit for $OM and, in January 2025, displayed warnings about price volatility and changes in tokenomics due to increased supply.

πŸ”΄ Community Launches Investigation:
1️⃣ Unusual Cash Flows (via Lookonchain)
Between April 7 and the crash, at least 17 wallets transferred a total of 43.6 million $OM (worth ~$227M at the time) to CEXs β€” equivalent to 4.5% of the circulating supply.
Notably, 2 of these wallets are linked to Laser Digital, a strategic investor in Mantra.
2️⃣ Suspected Price Manipulation
In February 2025, $OM surged 3x in value β€” suspiciously during a bear market. Many suspect this was a market maker's "pump and dump" play, though no solid evidence has surfaced yet.
3️⃣Unlimited Tokenomics
In February 2024, Mantra Chain switched from a capped supply model (888M) to an unlimited tokenomics framework, doubling its supply to 1,777,777,777 OM.
4️⃣Past Warnings from WuBlockchain
Several core team members were previously involved in online gambling projects (e.g., 21Pink), which has raised longstanding doubts within the crypto community.
5️⃣Airdrop Controversy
In March 2025, the airdrop unlock schedule kept changing. Ultimately, 10% was unlocked on March 18, while the remaining 90% was vested until February 2026. Many community members believe this was a stalling tactic to allow for quiet sell-offs.
6️⃣Current Futures Status
To date, total liquidations in long/short positions have reached $71M, with $50M from long positions.

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πŸ†•πŸ†•πŸ†• Daily Crypto News
🟒 SEC has delayed its decision on integrating staking into two Grayscale ETFs (ETHE and Mini Trust), even though the filing was submitted on February 26. If approved, investors would be able to earn staking rewards. The SEC has up to 240 days to make a final decision β€” around October 2025.
🟒 MicroStrategy continues its BTC buying spree, adding 3,459 BTC worth $285.8M at an average price of $82,618.
🟒 Metaplanet (Japan) also continues accumulating β€” purchasing an additional 319 BTC, bringing its total to 4,525 BTC.

πŸ“Œ General Updates:
🟒 MANTRA (Layer 1) token $OM plummeted 90% in minutes. The team attributes the crash to uncontrolled liquidation events. Laser Digital denies involvement and confirms its core token holdings remain locked.
🟒 A whale owning a CryptoPunk has pleaded guilty to hiding $13M in profits from the IRS, facing up to 6 years in prison.
🟒 Digital asset investment funds saw strong outflows, totaling $795M just in the past week.
🟒 Visa is reportedly joining the stablecoin alliance with Paxos and Robinhood to issue USDG, becoming the first TradFi institution to participate.
🟒 SEC and Binance have jointly filed for a court extension to pause ongoing litigation, pending further proceedings.
🟒 Kraken is piloting stock and ETF trading in select U.S. states.

πŸ“Œ Airdrop Updates:
🟒 Hyperlane officially launched its ecosystem expansion rewards program – great opportunity for retroactive airdrop hunters.
🟒 KelpDAO's Season 1 Airdrop ($KERNEL) is live – check now to see if you're eligible!
🟒 Gomble's airdrop allocation checker is now active – check your rewards quickly!

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πŸ†• To help advance the real-world asset (RWA) tokenization sector, crypto exchange XT(.)COM has listed KSGEMS – the native token of the KS GEMS platform.

For the first time, users can invest in gemstones like sapphire, ruby, emerald, and alexandrite in tokenized form. These tokens are backed by real gems, certified by GemResearch Swisslab (GRS), securely stored, and transparently verified on the blockchain.

The listing of KSGEMS marks a major step forward in bringing real-world assets to blockchain, while also opening access to a new form of investment: fractional ownership of luxury items in a simple and verifiable way.

To ensure transparency and investor protection, KS GEMS has completed a smart contract audit with CertiK.

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πŸ†•πŸ†•πŸ†• REASONS TO BE OPTIMISTIC ABOUT ETHEREUM

🟒 Token approvals and user experience are expected to improve with EIP-7702.
🟒 Increased gas limits allow the mainnet (L1) to handle more transactions.
🟒 Fusaka may lower L2 costs, creating a smoother user experience.
🟒 L2s are advancing zkEVMs, enabling faster and cheaper transactions.
🟒 ETH price is currently sitting at a key support level.
🟒 Sentiment around ETH is at a record low, which could present an opportunity.
🟒 The ETH community shows stronger alignment on its long-term vision.
🟒 Privacy features may become a key strength for Ethereum.
🟒 The Pectra upgrade could boost data handling capabilities for L2s.
🟒 High demand could reignite the β€œUltrasound Money” narrative.
🟒 Open Intent Framework improves cross-chain interoperability.
🟒 Major institutions may choose Ethereum for its security and reliability.

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πŸ†•πŸ†•πŸ†• General News
🟒 Fed Chairman Jerome Powell expressed support for creating a regulatory framework for stablecoins and hinted at easing banking regulations related to digital assets. He also described AI as a revolutionary technology, though its long-term impact remains unpredictable.
🟒 Local governments in China are liquidating seized crypto assets to supplement public budgets, despite the country’s ban on cryptocurrency trading.
🟒 The U.S. is intensifying negotiations with over 70 countries to counter the influence of Chinese-led trade routes.
🟒 OKX expands into the U.S. market, establishing headquarters in California.
🟒 DWF Labs has purchased $25 million worth of WLFI tokens from World Liberty Financial.

πŸ’» Product Launches & Listings
🟒 Bleap, a startup founded by former Revolut employees, partners with Mastercard to accelerate mainstream adoption of stablecoins.
🟒 dApps on Base generated approximately $193.4 million in transaction fees in Q1 2025.
🟒 Janover doubles down on Solana, buying an additional $10.5 million in SOL, bringing total holdings to 163,651 SOL and announcing a staking partnership with Kraken.
🟒 Solayer, built on Solana, introduces a non-custodial crypto debit card.
🟒 KaitoAI teases major upcoming updates for Kaito Connect.
🟒 Upbit lists WalletConnect (WCT), MyShell, and DeepBook.
🟒 Bithumb lists Kernel DAO and WalletConnect.

πŸ›Airdrops
🟒 Gomble activates airdrop claim feature.
🟒 Towns announces its $TOWNS token and an airdrop program.
🟒 ByteNova launches its user reward system.

πŸ’°Funding Rounds
🟒 Auradine raises $153 million in Series C.
🟒 Glider raises $4 million for DeFi automation solutions.
🟒 Resolv secures $10 million in a seed round, focusing on yield-generating stablecoins.

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πŸ”₯ TOO LATE AND WRONG – TRUMP IS HEATING UP πŸ†•

In his latest post, Donald Trump called Jerome Powell β€œToo Late” for being β€œTOO LATE AND WRONG” in his policy decisions. He compared Powell to the European Central Bank (ECB) – which has already cut interest rates seven times, while Powell continues to delay.

Trump emphasized:
🟒 Oil prices are dropping
🟒 Food prices (even eggs!) are going down
🟒 America is getting RICH ON TARIFFS

Despite this, the Fed has yet to act. Trump concluded:
πŸ‘‰ Powell must cut rates immediately
πŸ‘‰ And firing him "can’t come soon enough!"

🧐 @NumeAnalysis
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πŸ†•πŸ†•πŸ†• Crypto Market News – April 18

President Trump announced that the U.S. is on track to reach a deal with China, and trade negotiations with several other countries are progressing smoothly. In a post on April 17, Trump criticized Jerome Powell for reacting too slowly and accused him of "playing politics."
Binance CEO Richard Teng revealed that the exchange is advising multiple governments on building digital asset reserves and regulatory frameworks for crypto, while also considering the establishment of a global headquarters.

πŸ’Έ Crypto Market This Morning:
β€’ $BTC – $85,000
β€’ $ETH – $1,584
β€’ $BNB – $589
β€’ $SOL – $135
β€’ Total Market Cap – $2.76 Trillion USD


πŸ”΄ General News
🟒 Stablecoins surpass Visa in 2024 transaction volume. Stablecoins have officially become a more commonly used payment method than Visa this year.
🟒 VanEck to launch NODE ETF on May 14. The actively managed fund will target the digital asset economy.

πŸ”΄ Product Updates
🟒 Gasp now supports all assets on Sonic
🟒 Ethena & Securitize set to launch mainnet in Q2 2025, focusing on RWA and integrating Arbitrum + Celestia
🟒 Eliza Labs launches auto(.)fun, a no-code AI platform inspired by Pump(.)fun
🟒 Lombard_Finance unveils LBTC SDK, enabling seamless Liquid Staking Bitcoin integration and unlocking a $4B+ yield market

πŸ”΄ Airdrops
🟒 INIT token launches on Binance Launchpool
🟒 Soneium adds new bounty missions
🟒 Debridge opens vesting-style claim for token allocation

πŸ”΄ Fundraising
🟒 ORO AI raises $6M in Seed round
🟒 Neutrl secures $5M to tokenize altcoin investment strategies
🟒 EdgeX Labs completes strategic funding round

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🚨 Some useful tips I’ve gathered to survive in the world of crypto! πŸ”ˆ

🟒 Limit orders and stop-losses are your best friends.
🟒 Truly good projects rarely come cheap β€” and if it’s too cheap, is it really that good?
🟒 Don’t always aim to sell at the all-time high (ATH). Be mentally prepared for a 20–50% drop.
🟒 Local tops often appear when old coins suddenly pump for no clear reason.
🟒 Avoid staking tokens for long periods β€” it’s extremely risky.
🟒 When nobody is talking about crypto, opportunities begin to appear.
🟒 Don’t obsess over selling at the top or buying at the bottom. Take profits gradually on the way up, and accumulate on the way down (only for BTC and truly strong projects).
🟒 Separate your trading account from your HODL account.
🟒 You’ll never gain an edge by always following the crowd.
🟒 Once you’ve entered a trade, don’t check it constantly. If you keep checking, just close it.
🟒 Ask yourself: can the project you’re holding outperform BTC? If not, just go with $BTC.
🟒 Be happy for others when they make profits β€” positive energy attracts positive outcomes.

🧐 @NumeAnalysis
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