Huyền Sương

Fed Chair candidate Kevin Warsh disclosed his assets in preparation for his testimony before Congress. His asset portfolio is quite large and notably includes many investments related to crypto, spanning from DeFi, trading, Layer 1, Layer 2, Bitcoin, financial infrastructure to Web3 and NFTs. It can be said that he is quite the degen. Below is the detailed list (Source: CoinDesk) 1- DeFi and trading platforms: 🔹 Compound — automated crypto lending and borrowing market 🔹 dYdX — decentralized derivatives exchange 🔹 Lighter — decentralized exchange protocol 🔹 Eulith — crypto trading platform 2- Layer 1 and Layer 2: 🔹 Solana 🔹 Optimism 🔹 Blast — Ethereum Layer 2 that generates yield 🔹 Zero Gravity — AI Layer 2 blockchain platform 🔹 DeSo — crypto social network 3- Related to Bitcoin: 🔹 Flashnet — Bitcoin trading platform on Lightning 4- Network 🔹 Lightning Network 5- Crypto investments and financial infrastructure: 🔹 Polychain — crypto investment fund 🔹 Scalar Capital — blockchain investment fund 🔹 Polymarket — prediction market platform 🔹 Lemon Cash — crypto financial services platform 🔹 Alpaca — financial asset API infrastructure 🔹 OnJuno — digital bank integrated with crypto 🔹 OneSafe — DeFi data infrastructure 🔹 Ridian — crypto portfolio automation 🔹 SkyLink — DeFi portfolio management 🔹 Caliza — global USD banking platform 🔹 Kinetic — digital asset trading platform 6- Web3, NFTs, and related fields: 🔹 Crossmint — NFT development tool 🔹 CreatorDAO — investment platform for creators 🔹 Friends With Benefits — Web3 community 🔹 Dapper Labs — consumer digital assets (NBA Top Shot) 🔹 Tenderly — platform for Ethereum developers 🔹 Vana — data collection platform with rewards 🔹 Structure — retail blockchain trading platform 🔹 Metatheory — Web3 gaming (held separately via SPV) $BTC $ETH $OFC

It has been consistent for a few days. 😓😓

BTC adjusted by 2k, while #Altcoin wants to find the bottom. ETH & BNB are clearly struggling. Hopefully, Sell in May will provide a nice entry to gradually accumulate #USDT 🙏🏻🙏🏻

Stop playing around. 😭😭

#BTC is closing a D candle with a scary three dots. Plus, the #macd is still holding high. No need to rush anything. Just continue to observe. Tomorrow, Iran and the US will negotiate again. Be careful with long/short positions.

**Morning Bulletin | Key Developments from Last Night, April 13** Keywords: Michael Saylor, Tok-Edge, GENIUS, Strait of Hormuz 1. Michael Saylor hints at an upcoming Bitcoin purchase; 2. Tok-Edge will launch a cryptocurrency venture capital fund and raise $100 million; 3. Iranian President: Iran is ready to reach a balanced and fair agreement; 4. Iranian Revolutionary Guard: Non-military vessels will be allowed to pass through the Strait of Hormuz; 5. Argentina's securities regulator will include cryptocurrency assets in the criteria for accredited investors; 6. JPMorgan Chase will expand JPM Coin to the Canton Network through Kinexys by 2026; 7. Genius is releasing airdrop of 70 million GENIUS tokens in Q1, with 70% burned if claimed immediately. $BTC $ETH $RAVE

Fighting at the negotiation table, huh. 😒😒

🇧🇹 Bhutan has quietly sold about 70% of its Bitcoin, from ~13,000 BTC in October 2024 down to 3,954 BTC (~280.6 million USD) The country seems to have slowed down or paused its hydroelectric Bitcoin mining activities, as no new BTC has been recorded for over a year. $BTC $ETH $RAVE

**Morning Briefing | Key Developments from Last Night, April 12** Keywords: Strategy, Iran, Anthropic 1. Strategy added 3,447 Bitcoin through STRC; 2. The first round of negotiations between the U.S. and Iran has concluded; a new round of negotiations may be held on the 12th; 3. Nebius is negotiating to acquire the Israeli startup AI21 Labs; 4. Trump: Whether or not a deal is reached with Iran is not important to me; 5. Anthropic has postponed the release of its new AI model, Claude Mythos; 6. Wintermute's policy director: The Clarity Act has only a 30% chance of passing this year; 7. The Comptroller of the Currency: The U.S. should not cede innovation in digital assets to other countries due to regulatory uncertainty. $BTC $ETH $RAVE