tactic

Blockchain data analysis company Chainalysis stated on October 31 that addresses related to stolen funds from Binance are attempting to transfer assets before the stablecoins are frozen. One method they are tracking involves depositing stablecoins into DeFi protocols and then retrieving them with new addresses.Chainalysis indicated that this method appeared early on the Tron blockchain following the approximately $6.4 billion attack. The related operations first convert TRX into stablecoins, and then into tokenized deposit receipts. These receipt tokens themselves cannot be frozen, but holders can exchange them back for the stablecoins they represent. The company noted that North Korean threat actors have used similar methods in other cases, citing the example of the TraderTraitor organization transferring $500,000.According to Chainalysis, the related funds were deposited into DeFi lending protocols and received non-frozen deposit tokens, which were then transferred to a new wallet that was not associated and exchanged back for stablecoins, before being converted to ETH on Ethereum through a cross-chain bridge. The company also stated that Circle and Tether have participated in freezing approximately $2.8 billion to date. Chainalysis mentioned that converting stablecoins to ETH does not exempt attackers from being tracked, and its investigators are monitoring the related on-chain patterns in real-time.

BitMEX co-founder Arthur Hayes stated that currently all marginal funds are flowing into AI stocks. When AI stocks rapidly decline, investors find themselves unable to buy even though cryptocurrencies appear relatively strong.Last week, Hayes liquidated his positions in $HYPE, $NEAR, and $WLD, and due to the Orchard Pool vulnerability, he also liquidated $ZEC. He emphasized that capital preservation is more important than appreciation, and he currently only holds Bitcoin and Ethereum, stating that ETH "is dead but still usable."He believes that the bursting of the AI bubble will trigger a financial crisis and lead to "massive money printing." At that time, Bitcoin will first plummet and then surge, and he plans to hold his positions through the volatility, possibly engaging in a small amount of tactical short selling through derivatives.

As the selection of the Federal Reserve Chair approaches a conclusion, JPMorgan suggests "selling 2-year U.S. Treasuries" as a tactical trade. The bank expects that, despite Kevin Warsh potentially taking the helm at the Federal Reserve, the room for significant rate cuts will be limited in the context of solid economic fundamentals.JPMorgan predicts that the core CPI in January may rise to 0.39% month-on-month, higher than the market's general expectation of 0.31%, reflecting the price adjustments at the beginning of the year and ongoing price pressures. Strategists point out that strong economic growth and persistent inflation will limit the downward space for front-end rates, stating that "front-end rates are unlikely to significantly decline from current levels."The current market expects the Federal Reserve to cut rates by 25 basis points as early as July, with another cut before the end of the year. The yield on 2-year U.S. Treasuries has slightly rebounded to 3.47% ahead of the CPI data release.However, there are also dissenting voices. David Einhorn, founder of Greenlight Capital, bets that the rate cuts under Warsh's era will exceed market expectations and has purchased SOFR futures to position for a more accommodative policy path.

According to CoinDesk, cryptocurrency analysis firm Chainalysis stated in its latest report that losses from cryptocurrency scams and fraud could reach as high as $17 billion in 2025.Among these, impersonation scams have seen a year-on-year increase of 1400%, while AI-assisted scams are 4.5 times more profitable than traditional scams.

ChainCatcher news, Uniswap founder Hayden Adams stated that decentralized exchanges (DEX) and automated market makers (AMM) have been able to provide free listing, trading, and liquidity support for any asset. He pointed out that if a project chooses to pay high listing fees to centralized exchanges (CEX), its true purpose is more about marketing promotion rather than a necessary demand at the market structure level.Hayden emphasized: "The development of DEX and AMM allows anyone to freely create markets, and we are proud to play a role in achieving this goal."

ChainCatcher news, the decentralized GPU cloud network Aethir has announced the launch of Aethir RWA Capital, which has received support from institutional and DeFi partners including Tactical Compute, Credit Coop, and StoryHunt, aiming to promote the integration of traditional credit infrastructure with decentralized collateral mechanisms.The Aethir RWA Capital suite includes two core products: 1. RWA equity capital, which supports collateral financing using staked, unallocated, or liquid ATH tokens as well as expected GPU cash flows; 2. RWA liquidity capital, community-supported, cash flow-based financing using expected GPU rewards.

ChainCatcher news, according to Jinshi reports, Morgan Stanley economists say that the U.S. trade negotiations are moving towards a tactical escalation.The report states that if the latest tariffs proposed in letters to trade partners by the Trump administration take effect, the weighted average tariff in Asia will rise to 27%. However, Trump has indicated that the U.S. is about to reach an agreement with India.Morgan Stanley states that this suggests that most large Asian economies will be able to reach an agreement before the August 1 deadline. However, Japan and South Korea may not be able to resolve key issues through negotiations. Morgan Stanley mentions that these issues include Japan's auto tariffs and agricultural issues, as well as South Korea's tariff exemptions on automobiles and steel.

ChainCatcher news, Binance CEO Richard Teng stated that the recent market volatility should be viewed as a "tactical pullback," rather than a structural decline in the crypto market. He emphasized that the crypto market has historically experienced macroeconomic shocks and rebounded strongly, such as when Bitcoin briefly fell below $20,000 in 2022 due to the Federal Reserve's interest rate hikes, but quickly recovered as the market stabilized.Teng pointed out that institutional investor interest is still on the rise, with continued inflows into ETFs, and Binance is also steadily growing. He believes that the Federal Reserve's pause on interest rate cuts is a key factor in the recent market adjustment, and although the likelihood of a rate cut in March has decreased, future policies will still depend on inflation and employment data.He stated that market pullbacks often present opportunities for seasoned investors to position themselves for the next upward cycle, and the crypto market has become part of the global financial system, proving its resilience in the face of macroeconomic fluctuations.

ChainCatcher news, the Beam Foundation, Aethir, and MetaStreet have jointly launched the AI computing initiative Tactical Compute, aimed at providing targeted exposure for projects at the intersection of cryptocurrency and artificial intelligence. The Beam Foundation intends to invest $5 million in Tactical Compute alongside many well-known institutions such as the Sophon Foundation.The goal of Tactical Compute is to raise up to $40 million in capital and establish a robust network of partners, aiming to redefine the value, distribution, and monetization of computing resources in the modern economy.

ChainCatcher news, Wang Feng, the founder of Blueport Interactive, stated on his X platform: "Why did Blueport Interactive buy Bitcoin, and what’s next? I will answer five points here:Our holding of Bitcoin is strategic. We are optimistic about Bitcoin network applications, decentralized finance, and empowering real assets and crypto assets aimed at Web3 applications.I am a fervent believer in crypto technology and have launched Marsbit, Consensus Lab (LK Venture), Mars Cloud Mining, and Element over the past five years. After regaining the CEO position in the first quarter of last year, I have vigorously promoted the integration of Blueport Interactive with Web3 business attempts.I am pleased that today Bitcoin has reached a new level close to $90,000, with our first purchase price at $26,000, followed by subsequent purchases. I first advocated for Blueport Interactive to buy Bitcoin when it was over $4,000, but at that time it was difficult for our board to execute.We will inevitably disclose the progress of linear reduction at the appropriate time; crypto assets, like stocks, have a market norm of volatility, and any reduction is tactical; if there is a reduction today, it must be for an increase tomorrow.We are long-term optimistic about Bitcoin; and we are very optimistic about the possibility of significant growth within this year or the first quarter of next year."

ChainCatcher news, according to CoinDesk, as the U.S. presidential election approaches, the market is betting on potential significant price volatility, which could pose challenges for trend traders. In light of this, 10x Research recommends a prudent hedging trade involving Bitcoin and Solana as a tactical choice to cope with the expected market turmoil triggered by the election.Markus Thielen, founder of 10x Research, stated in a report to clients on Monday that tactical trading related to the election may involve going long on Bitcoin and shorting Solana. The election results will have a profound impact on digital assets, including the potential approval of U.S. ETFs linked to alternative cryptocurrencies like SOL. If Harris wins, the likelihood of these ETFs being approved may decrease, potentially leading to a 15% drop in Solana's price, while Bitcoin's decline may be more limited, around 9%; if Trump wins, SOL, BTC, and Ethereum could rise by about 5%. In the event of a potential Trump victory, BTC and ETH may see greater gains than SOL, as spot ETFs linked to Bitcoin and Ethereum are already trading in the U.S. and have attracted billions of dollars in investor funds this year.The U.S. will vote to elect a new president in a few hours. According to the latest reports, the presidential race is tight, with Democrat Harris and the reportedly crypto-friendly Trump neck and neck in several swing states. According to Thielen, another reason for shorting SOL is that the daily transaction fees on the Solana network have dropped to $2.5 million, whereas, according to data from Artemis and TokenTerminal, this fee had reached a historical high of $5 million on October 24. Historically, similar declines in fees have put pressure on token prices.

ChainCatcher message, according to RootData, the Voxie Tactics token (VOXEL) has increased by 79.01% in the last 24 hours, currently priced at $0.266.Additionally, the Web3 asset data platform RootData shows that Voxie Tactics is a 3D tactical RPG game where players can win matches and rewards by exploring the VoxelVerse or challenging friends in the PVP Arena.