分析师：短期持有者投降情绪持续加剧，波动性可能仍将持续

JPMorgan：穩定幣交易量飆升、但 Velocity 機制使市值不會等比例成長

JPMorgan 指出穩定幣交易量快速上升，velocity 提高導致市值未必同步增長；預估 2028 年穩定幣市值為 5,000-6,000 億美元，較樂觀的兆美元預測保守。2026 Q1 市值 3150 億、交易量 28 兆、年化 17.2 兆。此觀點與 a16z 的「程式化貨幣」主張不同，顯示穩定幣議題已進入主流機構辯論。

JPMorgan: Stablecoin Usage Growth Won't Match Market Cap Rise

JPMorgan analysts led by managing director Nikolaos Panigirtzoglou said rising stablecoin usage may not lead to proportional growth in total stablecoin market capitalization, according to a recent report. The key reason is rising velocity—how often the same stablecoin is used in transactions—which m

Bitcoin Bounces on May 1 as Big Tech Earnings Fuel Optimism

Bitcoin bounced on May 1, 2026, as positive earnings from major technology companies boosted market sentiment. Short-term pressures, however, continue to constrain gains.

Bitcoin Edges Above $77K Amid Institutional Hedging Signals

Bitcoin is trading above $77,000 with steady volume and strong technical structure, according to market observations. However, surging put option interest and muted prediction market odds indicate that institutional participants are positioning defensively. Technical and Volume Conditions BTC is

Crypto Fear and Greed Index Rises to 39 Today, Signaling Panic

According to Alternative.me data, the cryptocurrency Fear and Greed Index rose to 39 today (May 2), compared to 26 yesterday, indicating the market is in a panic state.