Varys Capital venture investment chief Tom Dunleavy noted that in the past six months, the crypto VC funding environment has changed significantly: well-funded projects are proactively coming to them, while most VC capital has run out or shifted to late-stage investments, extending the fundraising cycle to 2–3 months. Only a few institutions are still making early-stage investments, and in the future they may see investment opportunities on a historic scale.

Bitcoin’s short-term trading difficulty is increasing. Analyst Murphy recommends adopting a DCA (dollar-cost averaging) strategy over the next six months, with a win rate approaching 100%. He emphasizes the need to distinguish between investing and trading, avoid wishful thinking, follow the long-term trend, and strictly adhere to short-term trading discipline.

Gate News update: On April 12, according to Alternative Data, today’s Crypto Fear and Greed Index is 16 (15 yesterday), and market panic sentiment has eased slightly. The index runs on a threshold of 0-100 and is calculated from six indicators: volatility (25%), market trading volume (25%), social media buzz (15%), market survey (15%), Bitcoin’s share of the entire market (10%), and Google keyword trend analysis (10%).

Grayscale updates its list of candidate assets for new products, covering six major crypto sectors including AI, finance, smart contract platforms, and practical tools. The AI sector adds 9 new projects, the finance sector adds 7 DeFi projects, the smart contract platforms sector adds 6 new projects, and the practical tools sector adds multiple tools. The list is updated each quarter and does not yet indicate that related products will definitely be launched.

Pyth officially launched the on-chain data marketplace, the Pyth Data Marketplace, with support from six financial institutions, including Euronext and Fidelity. These institutions can distribute proprietary data such as macroeconomic data and OTC pricing while retaining ownership of the data.

Gate News message. On April 9, according to on-chain analyst Emperor Osmo, the Avalanche team deposited about $180 million worth of AVAX tokens to a certain CEX within six months, accounting for about 1.88% of the circulating supply.

Gate News message, April 9, according to Alternative data, today’s Crypto Fear and Greed Index is 14 (yesterday was 17), and the market remains in extreme fear. The index ranges from 0-100 and provides a composite assessment of six indicators: volatility (25%), market trading volume (25%), social media buzz (15%), market surveys (15%), Bitcoin’s share of the entire market (10%), and Google trending topic analysis (10%).

Seven members of the U.S. House of Representatives sent a letter to the CFTC Chair, questioning the regulator’s lack of enforcement regarding insider trading in prediction markets related to Iran and Venezuela, and requesting answers to six questions from the CFTC. The incident has sparked concerns about the legitimacy of prediction markets and the strength of regulatory oversight, and the CFTC has pledged to pursue selective enforcement. As the market expands, in the absence of clear regulations, investors need to pay attention to possible policy changes and their impacts.

Gate News message. On April 8, according to on-chain analyst Yu Jin’s monitoring, a DeFi whale repaid a 4.14 million DAI loan on Spark about 9 hours before an Israel-Iran ceasefire proposal was agreed upon, then retrieved 264.4 WBTC worth of collateral and transferred it to a certain CEX to sell at a price of about $67,990 per WBTC, for a total value of approximately $17.98 million. Six hours later, the Israel-Iran ceasefire proposal was agreed upon; as a result, the BTC price rose 5%, causing the whale to miss out on about $1 million in potential gains.

The U.S.-Iran war triggers a global economic shock, facing six major crises: food supply, the bond market, private credit, subprime loan defaults, inflation, and the aluminum industry. Analysts warn that it may threaten the stability of financial markets, determining whether a ceasefire can be reached.