Coinbase adds Nexus (NEX) to its listing roadmap
According to an official announcement, Coinbase has added Nexus (NEX) to its listing roadmap.
[Odaily Planet Daily]
Nasdaq index breaks 26,000 points to hit a new high
The Nasdaq Composite Index rose to 26,000 points, currently trading at 26,017 points, up 0.68% on the day.
NVIDIA’s stock price increased by 2.97%, Microsoft’s stock price increased by 2.37%, and Tesla’s stock price increased by 3.66%.
[Jin10]
Ethena: The arbitrage space between futures and spot for gold is larger than that for BTC and ETH
Ethena officially announced on X an arbitrage analysis of the gold token (PAXG, XAUT) perpetual contract market. The data shows that in the past twelve months, the annualized funding rate for PAXG was 5.8%, and for XAUT it was 12.4%, both of which are much higher than the average levels of BTC and ETH during the same period (5.2% and 4.1%, respectively).
The daily volatility of gold funding rates is higher than that of cryptocurrencies due to smaller market trading volumes, but gold funding rates are positive 82% to 89% of the time, which is basically consistent with the situation for BTC (88%) and ETH (85%).
In addition, Ethena also stated that the funding rates for gold and cryptocurrencies are almost uncorrelated. When the funding rates for cryptocurrencies are compressed, the funding rates for gold tend to remain stable or rise. Therefore, including gold perpetual contracts in cash-and-carry arbitrage portfolios (holding both spot and equivalent short positions) will increase yield levels and reduce yield volatility.
[Odaily]
Cathie Wood: The “1011 flash crash” market event was not triggered by Binance
In a podcast interview with Cathie Wood, founder of Ark Invest, Cathie Wood clarified her comments last year regarding the “1011 flash crash” market event, stating that Binance did not actually trigger the flash crash; rather, the sharp price drop caused system failures, and the resulting tariff-related panic amplified market fragility.
CZ expressed gratitude to Cathie Wood for the clarification.
[Odaily]
Arkham Launches Predictive Market Data Analysis Feature to Track Trader Positions and Profit Performance
Arkham has launched a predictive market data analysis function, allowing users to track the on-chain behavior, holdings, and complete performance analysis of predictive market traders on the platform.
The new feature allows users to view top predictive market traders ranked by profit and loss (PNL) and analyze their historical and current positions, win rate, single transaction performance, and yield curve. It also supports setting transaction alerts and on-chain behavior monitoring for specific addresses.
In addition, the feature also provides real-time predictive market transaction flow monitoring, which can view market dynamics by category such as politics, sports, and crypto, and track the trading behavior and position changes of all participants.
[Odaily]
Coinbase adds Nexus (NEX) to its listing roadmap
Coinbase has added Nexus (NEX) to its listing roadmap.
[Foresight News]
Cathie Wood and Changpeng Zhao’s Podcast Conversation: Clarifying That Binance Was Not the Culprit Behind the October 11 Flash Crash
Cathie Wood engaged in a podcast conversation with CZ (Changpeng Zhao), during which Cathie Wood clarified her comments from last year regarding the October 11 crypto market flash crash. In that “flash crash” event, Binance did not actually trigger the crash; rather, a sharp price decline caused system failures, and叠加 tariff-related panic sentiment amplified market fragility.
In response, CZ said, “Thank you for the clarification—those remarks were widely quoted by the media, and many people claimed Binance caused the crash. I’m glad you’ve clarified this point now.”
[Foresight News]
Cathie Wood: The “1011 Flash Crash” market event was not triggered by Binance
Recently, “Woodie” Cathie Wood and CZ engaged in a podcast interview, during which Wood clarified her comments from last year regarding the flash crash event in the crypto market on October 11. During the “flash crash,” Binance did not actually trigger the crash; rather, the sharp price decline caused system failures, and heightened tariff-related fears further amplified market fragility.
CZ responded: “Thank you for the clarification. That statement was widely quoted by the media, and many people claimed that Binance caused the crash—so I’m glad you’ve clarified this now.”
[ChainCatcher]
Iran implements new rules for passage through the Strait of Hormuz, ships must complete an application to ensure safe passage.
According to CNN, Iran has implemented new rules for passage through the Strait of Hormuz, requiring ships to complete an application to ensure safe passage.
[Foresight News]
Kalshi traders believe the probability of a US-Iran nuclear deal being reached before 2027 is increasing.
Traders on the prediction platform Kalshi believe that the possibility of the United States and Iran reaching a nuclear agreement before 2027 is increasing.
[Odaily Planet Daily]
Iran Introduces New Regulations for Passage Through the Strait of Hormuz, Requiring Submission of Multiple Types of Information
Iran has formulated new regulations for passage through the Strait of Hormuz, requiring the submission of various types of information.
[Odaily]
21shares US Launches US ETF “TCAN” Investing in Canton
21Shares US has announced the launch of its first U.S. ETF directly investing in Canton, the “21Shares Canton Network ETF (TCAN)”, which is now listed on the NASDAQ.
[Foresight News]
Iranian Official Calls US 14-Point Plan “Impractical,” Emphasizes Negotiations Must Include “Tangible Benefits”
Mohsen Rezaei, a longtime advisor to Iran’s late Supreme Leader Ali Khamenei and former commander of the Islamic Revolutionary Guard Corps, stated that Iran will not allow the United States to reopen the Strait of Hormuz with “an unrealistic plan” and then withdraw from the war “without paying any compensation for all the damage caused to Iran.” This statement was in response to the 14-point proposal submitted to Iran by Washington through negotiators.
Rezaei emphasized that for negotiations between Iran and the United States to achieve satisfactory results, they must include “tangible benefits” rather than the “ostentatious gestures” that the United States is trying to offer. He said that even if the United States withdraws its troops from the region, Iran will still demand its rights and war reparations. Rezaei also stated: “We have endured them for 47 years and will continue to follow the path of resistance.”
[Golden Ten Data]
Today’s Market Pulse
Traditional markets are reaching new highs while crypto continues to expand access avenues with new listings and ETF products. Meanwhile, geopolitical tensions in the Middle East are creating both risks and opportunities for market participants.
Key Themes
Exchange Expansion & Market Access
Coinbase has added Nexus (NEX) to its listing roadmap, potentially increasing its visibility and liquidity. Concurrently, 21Shares US has launched the “21Shares Canton Network ETF (TCAN)” on NASDAQ, providing traditional investors with direct exposure to Canton. These developments signal continued integration between traditional and crypto markets, with exchange listings remaining a key driver for token adoption and institutional entry points.
Traditional Market Strength Spillover
The Nasdaq Composite Index breaking 26,000 points, with notable gains in NVIDIA (+2.97%), Microsoft (+2.37%), and Tesla (+3.66%), suggests strong risk appetite among investors. This traditional market strength may be contributing to positive sentiment in crypto markets, particularly for tokens with fundamental connections to the tech sector.
Geopolitical Risk Factors
Iran’s implementation of new regulations for passage through the Strait of Hormuz, requiring ships to submit multiple types of information, introduces potential market disruptions. Despite these tensions, Kalshi traders believe the probability of a US-Iran nuclear deal being reached before 2027 is increasing. This geopolitical uncertainty could impact oil markets and potentially affect crypto markets as investors seek alternative stores of value.
Advanced Market Analytics
Arkham’s launch of predictive market data analysis features allows sophisticated traders to track on-chain behavior, holdings, and performance of predictive market traders. This development represents the ongoing professionalization of crypto trading infrastructure, providing tools for deeper market analysis and more informed decision-making.
RichSilo Verdict
Smart money should monitor the interplay between traditional market strength and crypto adoption, particularly how Coinbase’s NEX listing and the Canton ETF impact market sentiment. The Iran situation presents both risks and opportunities, with nuclear deal negotiations potentially creating volatility in energy markets and affecting risk appetite. Additionally, the growing sophistication of market analytics tools like Arkham’s suggests institutional-grade research is becoming more accessible, potentially leading to more efficient pricing but also increasing competitive pressures among traders.
