DragonSoars

Arthur Hayes Long-Form HYPE Call: Target Price Reaches $150, the Highest Quality Project in the Entire Market
On March 9, Maelstrom Chief Investment Officer Arthur Hayes published a detailed article outlining the bullish logic for Hyperliquid token HYPE.
Hayes stated that despite the current overall pressure in the crypto market, Hyperliquid, as a leading perpetual DEX, is expected to restore its 30-day annualized revenue to the peak of $1.4 billion within six months, thanks to HIP-3 permissionless launch mechanism, genuine trading depth, and high buyback levels.
Hayes emphasized that HYPE's c

On March 9, Pepperston Senior Research Strategist Michael Brown stated in a report that recent market trends are exactly opposite to the goals that President Trump has been pursuing.
Brown said, "I think we must recognize that almost everything we see in the market right now is contrary to the objectives proclaimed by President Trump." Brown noted that Trump has repeatedly expressed hopes for falling oil prices, rising stock markets, a weakening dollar, lower interest rates, and a more dovish Federal Reserve. However, what Trump is actually facing now are rising oil prices, falling stock marke

BTC's current bear market early stage experienced a rapid decline, and conditions are now being created for a rebound to $85,000#美国CLARITY法案推进
On March 8, well-known analyst Willy Woo posted on X platform stating that although Bitcoin faced local resistance near $75,000, investor capital flows have been steadily recovering since mid-February. Meanwhile, the VIX volatility index for the stock market is hinting that market sentiment may shift towards "risk-on" in the coming weeks.
Willy Woo pointed out that the speed of decline in Bitcoin during the early stage of this bear market was "too fast

On March 7, according to Bloomberg, many buyers have temporarily halted new orders due to flight restrictions, high shipping and insurance costs, and the inability to guarantee timely delivery. Sources familiar with the matter said that traders are selling gold at discounts of up to $30 per ounce below the London benchmark price to avoid paying indefinite storage and financing costs. Although some gold has been loaded onto outbound flights since mid-week, a large amount of cargo remains stranded as of Friday.
The United Arab Emirates (especially Dubai) is an important refining and transit hub

On March 7, according to Onchain Lens monitoring, the whale address "0x218A" deposited 2.18 million USDC into HyperLiquid and opened a 10x leveraged ETH short position. The whale had previously made over $11.8 million in profit through trading. #GateforAI重磅上线 I feel like the panic has almost been diluted!

On March 6, Christopher Hodge of Natixis stated that the latest non-farm payroll report could particularly influence Federal Reserve Board member Waller. Recall that earlier today, he mentioned that if February's data appears weak and January's data is revised downward, the question of why the Federal Reserve remains on hold and does not cut interest rates will be raised... This will reinforce the dovish view of the Federal Reserve, that recent encouraging labor market data is just "Fool's Gold" (referring to deceptive economic data).

On March 6, the US seasonally adjusted non-farm payrolls decreased by 92,000 in February, marking a negative figure for the first time since October 2025, with market expectations of an increase of 59,000.
The US unemployment rate in February was 4.4%, the highest since December 2025, slightly above market expectations of 4.3%.
US retail sales in January declined by 0.2% month-over-month, marking a negative figure for the first time since October 2025, with market expectations of -0.3%.

On March 6, the latest U.S. non-farm payroll data unexpectedly disappointed, with seasonally adjusted non-farm employment decreasing by 92,000 in February, marking a negative figure for the first time since October 2025. Market expectations were for an increase of 59,000.
In the cryptocurrency market, short-term fluctuations are relatively small, with Bitcoin remaining near the $70,000 mark and Ethereum holding around $2,050. #GateforAI重磅上线

On March 6, the trend of capital inflows into the US spot Bitcoin ETF was interrupted. Data shows that as Bitcoin's price fell below $71,000, the US spot Bitcoin ETF experienced a net outflow of $228 million on Thursday, ending a previous three-day, approximately $1.1 billion net inflow.
Specifically, the outflows mainly came from iShares Bitcoin Trust (about $89 million), Fidelity Wise Origin Bitcoin Fund (about $48 million), and Bitwise Bitcoin ETF (about $46 million). Nevertheless, through Friday, the US spot Bitcoin ETF still maintained a net inflow of approximately $917 million, with asse

On March 6, according to Hyperinsight monitoring, in the past 2 hours, a BTC long position held by a whale starting with 0x1bf was liquidated when the price dropped back to $70,151. The liquidation involved 146 BTC, approximately $10.27 million, making it the largest single liquidation in the past 24 hours across the entire network.
Currently, this address still holds a 40x leveraged BTC long position, with a position size of about $41.6 million, an average entry price of $71,440, and the next liquidation price at $69,997, about 1.4% away from liquidation.
Last night, this address closed all i

On March 6, due to Middle East conflict causing flight cancellations and hindering suppliers' ability to ship gold bars from this key trade hub, Dubai Gold is being sold at significant discounts. Many buyers have stopped placing new orders because they are unwilling to pay extraordinarily high transportation and insurance costs without guaranteed timely delivery. According to informed sources, traders are offering discounts of up to $30 per ounce below the London Bullion Market Association (LBMA) price to avoid indefinite storage and financing costs.
Sources say that although some gold has bee

On March 6, according to Coinglass data, after last night's decline, the funding rates for major CEX and DEX platforms still indicate a bearish market sentiment. Bitcoin funding rates have shifted from neutral to positive, while Ethereum remains at a neutral rate. Specific funding rates for major cryptocurrencies are shown in the attached chart.
BlockBeats Note: Funding rates are set by cryptocurrency trading platforms to maintain the balance between contract prices and the underlying asset prices, typically applicable to perpetual contracts. It is a mechanism for transferring funds between lo

On March 5, according to sources, the Governor of the Polish Central Bank proposed a plan to raise up to 48 billion zloty (approximately $13 billion) by selling gold reserves to fund defense spending. The plan received support from the Polish President. Governor Adam Glapinski outlined the proposal during a meeting with the President on Wednesday. #深度创作营

On March 5th, according to DefiLlama data, the trading volume of mainstream Perp DEXs has significantly increased overall, open interest (OI) has steadily risen again, with Hyperliquid maintaining the top position. Meanwhile, platforms like Aster, EdgeX, and Lighter are experiencing faster growth in trading volume, indicating a return of leveraged market funds. The current ranking of major Perp DEXs by trading volume is as follows:
Hyperliquid's 24-hour trading volume is approximately $10.37 billion, TVL is about $4.35 billion, and open contracts amount to approximately $5.88 billion;
Aster's

The current market has significantly reduced leverage, decreasing the likelihood of a sharp decline, but at the same time limiting the potential for upward short squeezes#加密市场上涨
On March 5, independent crypto analyst Axel posted that the Bitcoin perpetual contract funding rate chart shows that throughout February 2026 and early March, the funding rates remained in negative territory, indicating that short positions dominated the perpetual futures market.
Since late January, the funding rate has frequently dipped into negative territory, and over the past two weeks, it has remained there with