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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πŸ“‰ The Fed Holds Interest Rates Steady, Projects Two Rate Cuts in 2025 πŸ†•πŸ†•πŸ†•

Despite pressure from Trump, the Fed remains firm, keeping rates at 4.25–4.5% following the June 18 meeting.
πŸ”Ή Inflation has not cooled enough, and 2025 GDP growth is projected at only 1.4%, so no rush to ease policy.
πŸ”Ή Two rate cuts are expected this year β€” with lighter expectations for 2026 and 2027.
πŸ”Ή Chairman Powell cautions that recent inflation data only reflects the past, and the Fed will remain cautious.

β™Ÿ Highlights:
🟒 The U.S. Senate has passed the GENIUS Act, a stablecoin bill, by a vote of 51–23. It now moves to the House for further review.
🟒 Iranian crypto exchange Nobitex is suspected of being exploited, with estimated losses of $90 million, according to an investigation by ZachXBT.
🟒 JP Morgan is preparing to pilot its JPMD deposit token on the Base network.
🟒 JD.com, China’s largest retailer, plans to launch a global stablecoin to reduce cross-border transaction costs by 90% and settle payments in under 10 seconds.
🟒 The first spot XRP ETF has launched in Canada.

πŸ””Product Updates:
🟒 Ethena Labs partners with Securitize to enable 24/7 instant swaps between USDtb and BlackRock’s tokenized fund.
🟒 DTCC has listed VanEck’s spot SOL ETF among its β€œactive and upcoming” funds.
🟒 Polygon co-founder splits off to launch a new independent zero-knowledge project called ZisK.
🟒 Elastos, a Bitcoin DeFi project, has introduced a new stablecoin BTCD, backed by BTC.

πŸ’° Funding Rounds:
🟒 XFX raised $9.1M in a Seed round.
🟒 Uptopia_xyz (GameFi) secured $4M in a Pre-Seed round led by Pantera Capital.
🟒 Gradient Network raised $10M in a Seed round to reshape AI.
🟒 BitVault (DeFi) secured $2M in a Pre-Seed round from GSR, Gemini, and Auros to launch a BTC-backed currency.
🟒 TacBuild (Chain) raised $5M in a strategic round, bringing its total to $11.5M, led by hack_vc.

🧐 @NumeAnalysis
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🚨 Crypto Bulletin πŸ†•πŸ†•πŸ†•

πŸ“° Top News
🟒 Tokenized real-world assets (RWA) continue to hit new highs, with total market capitalization now surpassing $23 billion.
🟒 The number of commits on Bitcoin Core has dropped to a 10-year low, indicating a significant decline in development activity.
🟒 Donald Trump urges the U.S. House of Representatives to pass the GENIUS stablecoin bill: β€œPut it on my desk immediately.”
🟒 Yellow Card and Visa expand stablecoin applications in emerging markets.
🟒 Coinbase to support $USDC as collateral.
🟒 The island nation of Nauru establishes the Command Ridge Authority, a licensing body for crypto platforms under new legislation.
🟒 Mantle_Official launches URNeobank β€” an omni-chain banking platform integrating traditional finance and crypto in a single account.

πŸ”” Product Updates
🟒 Elon Musk’s X will integrate investment and trading features, aiming to become a β€œsuper app.”
🟒 A Trump-affiliated company quietly reduces its stake in World Liberty Financial by 20%.
🟒 Humanity Protocol app is now officially available on iOS.
🟒 Magic Newton ($NEWT) has been listed on Binance Futures.

πŸ’° Funding Rounds
🟒 Lion Group issues $600 million in post-IPO bonds.
🟒 Project 11 raises $6 million to protect Bitcoin against quantum computing threats.
🟒 qdayclock (Blockchain Infrastructure) raises $6 million, led by Variant Fund and Quantonation.
🟒 UnitsNetwork (Chain Ecosystem) secures $10 million, led by Nimbus Capital.
🟒 PlayWildcard (GameFi) raises $6 million, led by Paradigm and Arbitrum Gaming Ventures.
🟒 nook_savings (DeFi) raises $2.5 million in a seed round.

🧐 @NumeAnalysis
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🚨 Powell: No Rate Cuts Yet πŸ†•πŸ†•πŸ†•

In last night's testimony, Fed Chair Jerome Powell affirmed that interest rates will remain unchanged due to the risk of inflation resurgingβ€”partly driven by the new tariffs.

Powell stated that the Fed is ready to adjust its policies if the labor market weakens, although the U.S. economy is currently stable with no signs of recession.

πŸ”’ He also confirmed that banks are allowed to participate in crypto activities, as long as they ensure the safety of the financial system.

πŸ“° Top News:
🟒 ProCap purchased 3,724 BTC worth $386.5M at an average price of $103,800/BTC, just one day after announcing a $1B merger.
🟒 Polymarket is set to raise $200M, with a projected valuation exceeding $1B.
🟒 Mastercard expands its stablecoin division, integrating with Paxos, Fiserv, and PayPal.
🟒 VMS Group, a Hong Kong-based family office managing $4B, has made its first investment in crypto.

πŸ”” Product Updates:
🟒 Chainlink partners with Mastercard, allowing nearly 3 billion cardholders to purchase crypto directly on-chain.
🟒 Nano Labs (a Nasdaq-listed company) plans to issue $500M in convertible bonds to increase the BNB Treasury.
🟒 The former CEO of Coral Capital founded Build & Build Corp, aiming to raise $100M to accumulate $BNB for treasury strategy.
🟒 SharpLink Gaming increased its Ethereum holdings to 188,478 ETH after purchasing an additional $30M.
🟒 Sequans (a Paris-based IoT startup) is preparing to raise $385M through debt and equity issuance to purchase Bitcoin.

πŸ’° Fundraising:
🟒 Sphinx Protocol completed a $2M pre-seed round.
🟒 Digital Asset successfully raised $135M in a strategic round to expand its RWA Canton offering.

πŸ’₯ Other News:
🟒 June 25: Binance alpha airdrop for Humanity Protocol
🟒 June 25: Binance Wallet Pre-TGE for Codatta (XNY) – note: Pre-TGE tokens will not be tradable immediately after the event. Trading info will be announced later.
🟒 June 26: Binance announces airdrop for BNB holders for the Sahara AI project.

🧐 @NumeAnalysis
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πŸ—“ 2025 Crypto July Calendar

July 2 : $BTC $ETH $XRP $SOL $ADA - Grayscale ETF Approval Deadline
July 2 : KR - Review of KRW Stablecoin Issuance Requirements
July 2 : $ECHO - Binance Alpha
July 3 : US - JOLTS Job Openings
July 3 : US - Unemployment Rate
July 3 : US - Initial Jobless Claims
July 3 : US - Nonfarm Payrolls
July 3 : $ICNT - Binance Alpha/Future
July 3 : Upbit - $XEM $STMX Delisting
July 3 : Bithumb - $STMX Delisting
July 3 : Backpack - Season 2
July 4 : US - Big Beautiful Bill (BBB) Target Deadline
July 4 : $CROSS - Binance Alpha
July 4 ~ : Grok 4 Release
July 6 : $JUP - Jupiter Studio

July 9 : US - Expiration of Reciprocal Tariff Suspension
July 9 : US - FOMC Meeting Minutes
July 11 : US - Federal Budget Balance

July 15 : US - CPI
July 16 : US - PPI
July 16 : US - Beige Book
July 17 : $UXLINK - Expand Strategic Reserve
July 17 : $UXLINK - $11.5M Unlock (9.17% of Circ)
July 18 : $TRUMP - $465M Unlock (25.1% of Circ)

July 21 : US - Tariff Talks with Canada
July 21 : Coinbase - Perpetual Futures in US
July 23 : $APPL $META - Earnings Call
July 25 : $AVAX - VanEck ETF Approval Deadline

July 29 : JP - BoJ Interest Rate Decision
July 29 : $GOOGL $MSFT $TSLA - Earnings Call
July 30 : US - FOMC
~ July 31 : $SOL $XRP - Franklin Templeton ETF Approval Deadline

πŸ‘€ TBD in July
Pump.fun - $PUMP Token Auction
$ADA - Midnight $NIGHT Airdrop

🧐 @NumeAnalysis
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🚨 BREAKING NEWS | All Three Crypto Bills Just Passed the U.S. House of Representatives πŸ†•πŸ†•πŸ†•

Despite recent drama and uncertainty, both the Democratic and Republican parties pushed through the legislation with much stronger support than expected.

✍️ Let’s recap:

πŸ“Œ The CLARITY Act: Aims to establish a market structure framework for digital assets. Passed with a vote of 294–134, including 78 votes from Democrats β€” more than double the expected ~35.

πŸ“Œ The GENIUS Act: Focuses on standardizing stablecoin regulations in the U.S. Passed with a vote of 308–122, with 102 supportive votes coming from Democrats.

πŸ“Œ The Anti-CBDC Act: Passed 219–210, with only 2 Democrats voting in favor.

Notably, the GENIUS Act is now heading to President Trump’s desk, potentially becoming the first major crypto law to be officially signed into legislation.

Crypto Week wraps up with a historic milestone: $BTC is back at $120k, and $ETH has surpassed $3.6k.

🧐 @NumeAnalysis
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πŸ”₯ Top 100 tokens with the best performance over the past 90 days.

How many of these are you holding? ⁉️
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πŸ†•πŸ†•πŸ†• After news spread recently that Galaxy sold 30,000 $BTC worth $9 billion directly, $BTC dropped, triggering panic among certain altcoins.

But is this price drop due to the news really something to worry about?

This event reminds me of when the German government and Mt. Gox sold $BTC around the $50K range.

From my personal perspective, market makers are taking advantage of this news to create fear and shake out retailers β€” especially at a time when the leading altcoin, #ETH, is showing significant strength.

🧐 @NumeAnalysis
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🚨 After the rain, the sky will shine again! πŸ†•πŸ†•πŸ†•

A large number of buy orders for $BTC around the 110K, 112K, and 114K price zones were added directly to the order book today, indicating strong demand.

In addition, the short-side liquidity zone around 120K is currently the highest it's been in the past month β€” and the big players definitely won't ignore it.

Based on the data I have, there's a high probability that the 120K level will be breached in the coming weeks.

🧐 @NumeAnalysis
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πŸ—“ 2025 Crypto August Calendar

August 1 : US - Unemployment Rate
August 1 : US - Nonfarm Payrolls

August 2 : $AIO - Binance Alpha
~August 3 : $ELX - Announcement
August 5 : $TOWNS - Binance Alpha
August 5 : $DRIFT - Fee Model Update
August 6 : $ME - S2 Airdrop
August 7 : US - Reciprocal Tariffs Effective Date
August 7 : US - Initial Jobless Claims
August 7 : $NXPC - Content Update 1
August 8 : RUΒ·UKR - Trump's Proposed Ceasefire Deadline
~Early August : $WLD $ARKM - OpenAI GPT-5
~Early August : $ORCA - Launchpad

August 12 : US - CPI
August 14 : US - PPI
August 15 : SBET - Earnings Call

August 20 : $KAITO - $28.4M Unlock (9.67% of Circ)
August 21~23 : US - Jackson Hole Economic Policy Symposium
August 21 : $NXPC - Content Update 2
~August 21 : $RESOLV - Fee Switch (~10%)
August 21 : UpbitΒ·Bithumb - $STRIKE Delisting
August 25 : $CSPR - Token Launcher
August 27 : NVDA - Earnings Call
August 28 : UpbitΒ·Bithumb - $PUNDIAI Delisting
August 29 : US - Iran Nuclear Deal Deadline (JCPOA)

πŸ‘€ TBD in August
$WLFI - TGE (Potential)
Linea - TGE (Potential)
$HYPE - Native $USDC Support
Allora - TGE (Potential)
$JUP - Jupiter Lend
$ZRC - Hyperliquid AI Trading Product

πŸ‘€ TBD in August
$WLFI - TGE (Potential)
Linea - TGE (Potential)
$HYPE - Native $USDC Support
Allora - TGE (Potential)
$JUP - Jupiter Lend
$ZRC - Hyperliquid AI Trading Product
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🚨 Be cautious of significant market volatility in the coming months. πŸ†•πŸ†•πŸ†•

The $VIX volatility index has dropped by around 45 points since April, reaching approximately 15 β€” the lowest level since mid-February.

Traditionally, the market tends to experience lower volatility from May to July.

However, starting in August, the $VIX typically rises by about 5 points, or roughly 30%, over the next three months.

History suggests that more turbulence lies ahead.

🧐 @NumeAnalysis
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🚨 Trump Extends Tariff Delay with China – Bitcoin Drops from $122K to $119K πŸ†•πŸ†•πŸ†•

πŸ“° News
🟒 After recording $1B in outflows earlier this week due to weak U.S. payroll data, the market rebounded with $1.57B in inflows, bringing the net weekly total to $572M.
🟒 Trump extends the trade β€œtruce” with China by 90 days – the additional 10% tariff deadline between the two sides is pushed to Nov 10, maintaining current tariff rates during the extension.
🟒 Strategy purchased 155 BTC worth around $18M (~$116,401/BTC).
🟒 Harvard invested $116.7M into BlackRock’s spot Bitcoin ETF.
🟒 ALT5 Sigma Corp announced a $1.5B issuance package to implement its Treasury strategy for WLFI.
🟒 Heritage Distilling (CASK) raised $220M via PIPE to build a $360M Treasury fund, focusing on Story Protocol’s IP tokens.

πŸ”” Updates
🟒 Paxos announced it is applying for a trust bank charter with the OCC (U.S. Office of the Comptroller of the Currency).
🟒 LayerZero Foundation proposed a $110M buyout of the Stargate bridge amid token struggles.
🟒 BNC (subsidiary of CEA Industries) purchased 200,000 BNB worth $160M, becoming the largest publicly listed BNB holder.
🟒 Uniswap Foundation proposed the β€œDuna DAO” model, paving the way for the long-awaited activation of the fee switch.
🟒 Chainlink partnered with ICE, the parent company of the New York Stock Exchange (NYSE), to bring FX and precious metals data on-chain.

πŸ’° Fundraising
🟒 HackQuest_ (Blockchain Service) – Raised $4.1M in a Pre-Series A round led by Animoca Brands and Opencampus_xyz.
🟒 Coolcats (NFT) – Strategic investment from Animoca Brands (amount undisclosed).
🟒 Zothdotio (DeFi) – Raised $15M in a strategic round from Bolts Capital.

🧐 @NumeAnalysis
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πŸ“ˆ Bitcoin Price Hits New ATH πŸš€
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🚨 ETH hits another ATH at $4,956 – What’s on this week’s Crypto Watchlist? πŸ†•πŸ†•πŸ†•

▫️ $HYPE $ETHFI – EtherFi is set to launch perp trading (perpetual contracts) powered by Hyperliquid.

▫️ $S – Voting on Sonic’s proposal to establish Sonic USA as a legal entity and launch the $S ETF will conclude on Aug 31.

▫️ $SILO – Silo Finance’s proposal to distribute 50% of revenue in USDC to xSILO holders is expected to pass today.

▫️ AI Tokens – NVIDIA’s earnings call is scheduled for Aug 27, which could impact AI-related tokens.

▫️ $ANON – Daniele Sesta announced HeyAnon 1.0, the biggest protocol upgrade ever, to be released next week.

▫️ $HUMA – 21% of HUMA’s circulating supply from Huma Finance will unlock on Aug 26.

▫️ $LINEA – Rumors suggest Linea’s airdrop eligibility checker tool will go live next week.

▫️ Macro event – China is reportedly considering approving a CNY-backed stablecoin this month, according to Reuters.

▫️ $BARD – Community sale of BARD (Lombard) is set to kick off next week.

▫️ $POL – Polygon’s CEO will host an AMA to unveil a new development roadmap next week.

▫️ $RUNE – The next major upgrade of THORChain is scheduled for next week.

🧐 @NumeAnalysis
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🚨 Projects with major unlocks this week that you should be cautious of πŸ†•πŸ†•πŸ†•

πŸ”’ Individual unlocks (over $5M each) include: SUI, JUP, OP, KMNO, HUMA, VENOM, SOPH, ZETA, ALT, SAHARA, and REZ

πŸ”’ Large linear unlocks (over $1M per day) include: SOL, WLD, TIA, DOGE, TAO, AVAX, SUI, DOT, IP, MORPHO, ETHFI, JTO, and ENS

πŸ’° The total value of unlocks exceeds $620M.

🧐 @NumeAnalysis
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🚨 BINANCE TO LIST WORLD LIBERTY FINANCIAL $WLFI πŸ†•πŸ†•πŸ†•

▫️ Trading Pairs: WLFI/USDT and WLFI/USDC
▫️ Trading Time: 20:00, September 1st (Vietnam time)

Early investor price: $0.015 & $0.05

πŸ“ˆ Currently, WLFI futures are trading around ~$0.33
πŸ€” What do you guys think the peak price will be once it’s listed on spot? (Total supply is 100B)

🧐 @NumeAnalysis
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🚨 Before a big wave, the sky is often very calm.

On-chain lending has surged in recent months.

With the power of DeFi β†’ margin on margin β†’ opening the valve creates a bubble effect.

The market is holding its breath, waiting for this balloon to burst.

🧐 @NumeAnalysis
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🚨 Total Trend Update πŸ†•πŸ†•πŸ†•

On the H4 timeframe, the market is still in a bearish structure.

After price touched the OB zone confluenced with the key level of the downtrend (blue), it started to drop again.

However, it is currently being supported by the confluence of OB and key level on the Daily timeframe.

Still prioritizing short setups when price retraces to smaller confluence zones.

🧐 @NumeAnalysis
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🚨 An Open Letter from Justin Sun πŸ†•πŸ†•πŸ†•

After wallets were frozen by WLFI, Sun posted a lengthy tweet on X addressed to the World Liberty Financials team and the community.

According to Sun, this freezing action was unreasonable. As an early investor, he joined in the same way as everyone else, and all participants deserve fair rights and benefits.

Such measures not only infringe upon the legitimate rights of investors but also risk undermining broader trust in WLFI.

πŸ‘‰ The story is far from over πŸ€”

🧐 @NumeAnalysis
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πŸ”₯πŸ”₯πŸ”₯ Among these 8 farm-hunted projects, which one will be the biggest win?

🚨 Is airdrop farming dead? Not really!
When the market is quiet, real opportunities for genuine users become much clearer.

πŸ‘‰ Don’t just do a few random swaps β€” if you want to hunt airdrops now, you need to become a true user. Teams are increasingly prioritizing active users, not short-term farmers looking for quick gains.

Here are 8 highly rated protocols from DefiIgnas for your reference.

🧐 @NumeAnalysis
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🚨 BTC breaks above $114K – will tonight’s CPI shake up the market? πŸ†•πŸ†•πŸ†•

🟒 The crypto market has been flooded with green as BTC surged past $114K, ETH hit $4.3K, and BNB reached a new all-time high.

▫️ The main driver is seen as the latest U.S. economic data, with the PPI dropping to 2.6%, below expectations β€” signaling cooling producer inflation and boosting investor confidence.

▫️ However, the real spotlight is on the August CPI and Core CPI figures, set to be released at 7:30 PM tonight (Sept 11).

▫️ The numbers are expected to come in around 2.9%, slightly higher than last month’s 2.7%.

▫️ This is the most important data of the week as it will directly influence the Fed’s rate decision at the upcoming Sept 17 meeting. Currently, CME data shows the probability of a Fed rate cut has climbed to 92%.

🟒 The big question everyone is debating now: will the Fed lean toward two rate cuts or three cuts this year?

πŸ‘‰ The answer will set the tone for the market’s next move. πŸ€”

🧐 @NumeAnalysis
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