Wall Street community live broadcast: all the negative news? Can the arrival of non farm payroll data bring about a V-shaped reversal?

Click on the link to enter the meeting: https://meeting.tencent.com/p/6321551049 The overall market value has shrunk to $3.12 trillion, BTC has balanced out its full year gains in 2025, and ETH has fallen below the $3000 mark. But the message is not entirely black: ——Institutional News: Kraken has completed a $800 million financing with a valuation of $20 billion and is about to go public; Fidelity launches Solana spot ETF (FSOL), with a first day inflow of $26 million, and SOL ETF hits a new high since November 6th. After a total outflow of $74 million from the BlackRock ETH ETF and $1.9 billion from the BTC ETF, Bitwise predicts that the 'crypto ETF frenzy' is about to return. ——Regulatory benefits: The US OCC allows banks to hold encrypted assets for gas fees; New Hampshire approves the first $100 million BTC to support municipal bonds; Ondo Finance has been approved by the European Union to tokenize US stocks/ETFs in over 30 markets. 1: Macro pressure: The probability of the Federal Reserve cutting interest rates in December has dropped to 65%, and the VIX panic index has risen for four consecutive weeks; Trump hinted that "federal AI standards" will prevent "awakening AI", Saudi Arabia announced a $1 trillion investment in the US, but US tech stocks dragged down cryptocurrency (Nasdaq -1.2%). 2: On chain signal: Mt. Gox transfers $936 million BTC; Whales accumulate over 10000 BTC (927 million US dollars); Long term holders have not sold significantly (LTH PnL ratio 22.4x), while short-term holders have capitalized (65200 BTC loss sent to the exchange). Vitalik warns of quantum computing threat to elliptic curve cryptography, but ETH derivative leverage hits record high, amplifying volatility risk. 3: Pay attention to the current BTC and ETH support pressure levels; BTC$87, 000 supports 0.382 Fibonacci retracement+high trading volume node; At the bottom of history, miners have accumulated and become active; Hold this position, there is still hope for a rebound of 95K-100K; ETH $3000, as a weekly level support, has broken through several times, but has been strongly repaired, with 3250-3350 still being the best retracement position. Tonight's live broadcast will focus on the application of indicators and position management. Welcome to interact! Tencent Meeting: 6321551049 Disclaimer: The above content only represents the author's personal opinion and is intended to assist investors in understanding information related to the capital market. It does not constitute any investment advice and does not represent the position or viewpoint of AiCoin. The market is risky and investments should be made with caution.