正航奇旅
@leondliu
经济思维看世界，周期思维晓未来
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Ethereum will have a good start in 2025.
The Pectra upgrade will allow EOA to operate like smart contracts, making smart wallets scalable and providing users with a better user experience and security.
The introduction of blob space will significantly enhance scalability. These will dynamically adjust blob limits through the consensus layer, thereby increasing Ethereum's DA scalability (mainnet and L2).
Pectra is the largest upgrade in terms of the EIP aspects included, representing an important step forward.
Bullish.
$ETH $ENA $CRV
The Pectra upgrade will allow EOA to operate like smart contracts, making smart wallets scalable and providing users with a better user experience and security.
The introduction of blob space will significantly enhance scalability. These will dynamically adjust blob limits through the consensus layer, thereby increasing Ethereum's DA scalability (mainnet and L2).
Pectra is the largest upgrade in terms of the EIP aspects included, representing an important step forward.
Bullish.
$ETH $ENA $CRV
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$ENA 2025 will shine brightly 🔥
Will Ethena (ENA) be a politically conceptual coin with high growth potential? (In-depth analysis)
With former U.S. President Trump winning the new election, based on his pro-cryptocurrency statements and stance before the election, the cryptocurrency market has seen a significant surge and has reached new highs. This indicates that politics deeply influences the development of the cryptocurrency market during this bull market cycle, leading to the emergence of a new category of 'political concept coins.'
Coincidentally, there are two recent news items regarding Ethena (ENA): the WLFI team announced a partnership with Ethena, and Grayscale included ENA in the 2025 Q1 TOP 20 token list. This article aims to discuss the development potential of Ethena (ENA) based on these two events.
1. WLFI and Ethena Cooperation Project
Coincidentally, there are two recent news items regarding Ethena (ENA): the WLFI team announced a partnership with Ethena, and Grayscale included ENA in the 2025 Q1 TOP 20 token list. This article aims to discuss the development potential of Ethena (ENA) based on these two events.
1. WLFI and Ethena Cooperation Project
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HyperLiquid and Ethena are good projects. $ENA
Eric SJ
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There are 20 projects on the market that are creating useful products!
Delphi CEO lists his 20 favorite projects for 2024
➠He believes these projects are working hard to create useful products
Some of them have already landed on the secondary market. Below are my personal understandings of these 20 projects. I hope it will be helpful to you.
1.HyperLiquid
This should be considered familiar to everyone now. In the eyes of many people, it seems that it took only three months for it to go from being ignored to being popular.
Actually
It started quietly building an on-chain derivatives infrastructure as early as 22 years ago.
At present, its circulating market value has reached nearly 8 billion, and FDV has directly caught up with 20 billion.
➠He believes these projects are working hard to create useful products
Some of them have already landed on the secondary market. Below are my personal understandings of these 20 projects. I hope it will be helpful to you.
1.HyperLiquid
This should be considered familiar to everyone now. In the eyes of many people, it seems that it took only three months for it to go from being ignored to being popular.
Actually
It started quietly building an on-chain derivatives infrastructure as early as 22 years ago.
At present, its circulating market value has reached nearly 8 billion, and FDV has directly caught up with 20 billion.
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2025 has arrived, and wealth is on the way. In the short term, you will never know whether it will rise or fall; even Buffett cannot predict tomorrow's stock market direction. All technical indicators are actually nonsense. Therefore, maintaining a long-term perspective is essential to see the trend clearly and not get caught up in the anxiety of short-term fluctuations. Buy the trend, not the rises and falls. 2025 has arrived, and wealth is on the way. $CRV $ENA $AAVE
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Grayscale Research released its list of top 20 assets in the first quarter of 2025. Grayscale believes that these assets have high potential in the first quarter based on upcoming catalysts, trending market themes, and token-specific fundamentals. As an ordinary investor, it is also a good strategy to identify and track the actions of big capital. I hope everyone will make money in 2025! 💰💰💰$CRV $AAVE $ENA
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$ENA is already very strong, hold on, waiting for a breakthrough, ready to go, the $1.5 target is easily reached🚀
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Gray scale increase in the doomed project $FIL ?
Today, Grayscale increased its holdings of 1,849,900 FIL, what signal has it released?
Grayscale increased its holdings by 100,500 FIL today, with an average total cost of $11.92; this is the 32nd order placed in 2024, belonging to the 65th increase in FIL, with total holdings exceeding 1,849,900 FIL!
The Grayscale Fund has invested a total of $10,275,027 before March 22, 2024.
From the first to the 34th increase, a total of 109,135 FIL has been added.
On April 5, 2024, purchased 11,500 FIL, cost $8.48, investment of $98,000.
On April 8, 2024, purchased 2,801 FIL, cost $9.22, investment of $26,000.
On April 9, 2024, purchased 19,000 FIL, cost $8.65, investment of $170,000.
On April 10, 2024, purchased 101,800 FIL, cost $8.53, investment of $868,000.
On April 18, 2024, purchased 4,194 FIL, cost $5.84, investment of $25,000.
On April 19, 2024, purchased 8,451 FIL, cost $5.59, investment of $47,000.
On April 27, 2024, purchased 199,800 FIL, cost $5.69, investment of $1,136,800.
On May 29, 2024, purchased 293,700 FIL, cost $5.85, investment of $1,718,100.
On September 18, 2024, purchased 146,100 FIL, cost $3.474, investment of $510,400.
On September 27, 2024, purchased 21,200 FIL, cost $4.013, investment of $85,000.
On September 28, 2024, purchased 6,018.35 FIL, cost $4.18, investment of $25,100.
On October 5, 2024, purchased 8,393.85 FIL, cost $3.628, investment of $30,450.
On October 19, 2024, purchased 20,600 FIL, cost $3.7, investment of $76,200.
On October 22, 2024, purchased 32,500 FIL, cost $3.83, investment of $124,400.
On November 28, 2024, purchased 4,803.65 FIL, cost $5.68, investment of $27,100.
On December 19, 2024, purchased 7,709.22 FIL, cost $5.75, investment of $44,300.
On December 20, 2024, purchased 1,700.95 FIL, cost $5.22, investment of $8,874.
On December 28, 2024, purchased 100,500 FIL, cost $4.97, investment of $499,400.
Current total holdings: 1,849,900 FIL.
Total cost: $22,069,043.
Average: $11.92/FIL.
#FIL/USDT #加密ETF申请热潮涌现
Grayscale increased its holdings by 100,500 FIL today, with an average total cost of $11.92; this is the 32nd order placed in 2024, belonging to the 65th increase in FIL, with total holdings exceeding 1,849,900 FIL!
The Grayscale Fund has invested a total of $10,275,027 before March 22, 2024.
From the first to the 34th increase, a total of 109,135 FIL has been added.
On April 5, 2024, purchased 11,500 FIL, cost $8.48, investment of $98,000.
On April 8, 2024, purchased 2,801 FIL, cost $9.22, investment of $26,000.
On April 9, 2024, purchased 19,000 FIL, cost $8.65, investment of $170,000.
On April 10, 2024, purchased 101,800 FIL, cost $8.53, investment of $868,000.
On April 18, 2024, purchased 4,194 FIL, cost $5.84, investment of $25,000.
On April 19, 2024, purchased 8,451 FIL, cost $5.59, investment of $47,000.
On April 27, 2024, purchased 199,800 FIL, cost $5.69, investment of $1,136,800.
On May 29, 2024, purchased 293,700 FIL, cost $5.85, investment of $1,718,100.
On September 18, 2024, purchased 146,100 FIL, cost $3.474, investment of $510,400.
On September 27, 2024, purchased 21,200 FIL, cost $4.013, investment of $85,000.
On September 28, 2024, purchased 6,018.35 FIL, cost $4.18, investment of $25,100.
On October 5, 2024, purchased 8,393.85 FIL, cost $3.628, investment of $30,450.
On October 19, 2024, purchased 20,600 FIL, cost $3.7, investment of $76,200.
On October 22, 2024, purchased 32,500 FIL, cost $3.83, investment of $124,400.
On November 28, 2024, purchased 4,803.65 FIL, cost $5.68, investment of $27,100.
On December 19, 2024, purchased 7,709.22 FIL, cost $5.75, investment of $44,300.
On December 20, 2024, purchased 1,700.95 FIL, cost $5.22, investment of $8,874.
On December 28, 2024, purchased 100,500 FIL, cost $4.97, investment of $499,400.
Current total holdings: 1,849,900 FIL.
Total cost: $22,069,043.
Average: $11.92/FIL.
#FIL/USDT #加密ETF申请热潮涌现
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$CRV The King of DeFi will enter the top 20 in crypto.
The Usual protocol is a rising star in the decentralized finance (DeFi) space, innovatively tokenizing real-world assets (RWA) and connecting traditional finance with DeFi through its stablecoin USD0. The Curve liquidity pool serves as the infrastructure in DeFi, providing an efficient venue for stablecoin trading, and its position as the largest liquidity pool highlights its importance in the industry.
Firstly, the USD0 stablecoin of the Usual protocol is backed 1:1 by RWA, introducing a new source of liquidity to DeFi through this innovative asset backing. Unlike traditional stablecoins, USD0 is supported by tangible real-world assets like real estate and bonds, which not only enhances its value stability but also brings a wider variety of assets and trading demand to the Curve liquidity pool.
Secondly, the greatest advantage of the Curve liquidity pool lies in its low slippage and efficient trading mechanism. For users of the Usual protocol, this means they can exchange USD0 for other stablecoins on Curve at a lower cost, thereby better managing their asset portfolio. Additionally, Curve's liquidity pool offers liquidity providers extra sources of income, such as trading fees and CRV token rewards, which further attract more capital inflows, enhancing the scale and depth of the liquidity pool.
Lastly, the combination of the Usual protocol and the Curve liquidity pool not only provides DeFi users with richer and more convenient financial services but also injects new vitality into the development of the entire industry. As the Usual protocol continues to evolve and the Curve liquidity pool undergoes ongoing optimization, both will jointly drive the prosperity of the DeFi ecosystem and create greater value for users.
Firstly, the USD0 stablecoin of the Usual protocol is backed 1:1 by RWA, introducing a new source of liquidity to DeFi through this innovative asset backing. Unlike traditional stablecoins, USD0 is supported by tangible real-world assets like real estate and bonds, which not only enhances its value stability but also brings a wider variety of assets and trading demand to the Curve liquidity pool.
Secondly, the greatest advantage of the Curve liquidity pool lies in its low slippage and efficient trading mechanism. For users of the Usual protocol, this means they can exchange USD0 for other stablecoins on Curve at a lower cost, thereby better managing their asset portfolio. Additionally, Curve's liquidity pool offers liquidity providers extra sources of income, such as trading fees and CRV token rewards, which further attract more capital inflows, enhancing the scale and depth of the liquidity pool.
Lastly, the combination of the Usual protocol and the Curve liquidity pool not only provides DeFi users with richer and more convenient financial services but also injects new vitality into the development of the entire industry. As the Usual protocol continues to evolve and the Curve liquidity pool undergoes ongoing optimization, both will jointly drive the prosperity of the DeFi ecosystem and create greater value for users.
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Grayscale adds 6 new tokens in Q1 2025: $HYPE, $ENA , $VIRTUAL, $JUP $JTO , and $GRASS
Grayscale Research has produced a list of the top 20 assets in the cryptocurrency industry. The top 20 represent a diverse array of assets in the crypto sector, as well as those that Grayscale believes have high potential in the upcoming quarter.
Their approach combines a range of factors, including network growth/adoption, upcoming catalysts, sustainability of fundamentals, token valuation, token supply inflation, and potential tail risks.
This quarter, Grayscale emphasizes that the tokens involve at least one of the following three central market themes:
(1) The U.S. elections and their potential impact on industry regulation, particularly in the areas of decentralized finance (DeFi) and staking;
(2) Ongoing breakthroughs in decentralized AI technology and the use of blockchain in AI agents;
(3) Growth of the Solana ecosystem.
Based on these themes, Grayscale has added the following six assets to the top 20 list for Q1 2025: HYPE, ENA, VIRTUAL, JUP, JTO, and GRASS.
The complete Top 20 token list is shown in the figure below:
Grayscale Research has produced a list of the top 20 assets in the cryptocurrency industry. The top 20 represent a diverse array of assets in the crypto sector, as well as those that Grayscale believes have high potential in the upcoming quarter.
Their approach combines a range of factors, including network growth/adoption, upcoming catalysts, sustainability of fundamentals, token valuation, token supply inflation, and potential tail risks.
This quarter, Grayscale emphasizes that the tokens involve at least one of the following three central market themes:
(1) The U.S. elections and their potential impact on industry regulation, particularly in the areas of decentralized finance (DeFi) and staking;
(2) Ongoing breakthroughs in decentralized AI technology and the use of blockchain in AI agents;
(3) Growth of the Solana ecosystem.
Based on these themes, Grayscale has added the following six assets to the top 20 list for Q1 2025: HYPE, ENA, VIRTUAL, JUP, JTO, and GRASS.
The complete Top 20 token list is shown in the figure below:
See original
Grayscale adds 6 tokens including HYPE, ENA, VIRTUAL, JUP, JTO, and GRASS for Q1 2025
Grayscale Research has created a list of the top 20 assets in the cryptocurrency industry. The top 20 represent a diverse array of assets in the crypto sector, and also signify that Grayscale believes these assets have high potential in the next quarter.
Its approach combines a range of factors, including network growth/adoption, upcoming catalysts, sustainability of fundamentals, token valuation, token supply inflation, and potential tail risks.
This quarter, Grayscale emphasizes that tokens involve at least one of the following three central market themes:
(1) The U.S. elections and their potential impact on industry regulation, particularly in areas like decentralized finance (DeFi) and staking;
Its approach combines a range of factors, including network growth/adoption, upcoming catalysts, sustainability of fundamentals, token valuation, token supply inflation, and potential tail risks.
This quarter, Grayscale emphasizes that tokens involve at least one of the following three central market themes:
(1) The U.S. elections and their potential impact on industry regulation, particularly in areas like decentralized finance (DeFi) and staking;
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China's tobacco profits rank first in the world
链研社lianyanshe
--
The total annual revenue of the top 35 companies in the world is $10.7 trillion
16 from the United States, 12 from Asia, 6 from Europe, and 1 from the Middle East.
Among the 7 giants in the U.S. are Amazon, Apple, Microsoft, and Google, primarily from the tech industry.
China is represented by State Grid, China National Petroleum, Sinopec, Industrial and Commercial Bank, and China Construction Bank, all state-owned and focused on energy and banking.
Europe includes Volkswagen, Shell, TotalEnergies, and BP, related to energy and automobiles.
Saudi Aramco stands out in the Middle East.
However, in addition to annual revenue, we will also look at annual net profit. The top five companies are Saudi Aramco, Apple, Berkshire Hathaway, Alphabet (Google), and Microsoft.
Image
16 from the United States, 12 from Asia, 6 from Europe, and 1 from the Middle East.
Among the 7 giants in the U.S. are Amazon, Apple, Microsoft, and Google, primarily from the tech industry.
China is represented by State Grid, China National Petroleum, Sinopec, Industrial and Commercial Bank, and China Construction Bank, all state-owned and focused on energy and banking.
Europe includes Volkswagen, Shell, TotalEnergies, and BP, related to energy and automobiles.
Saudi Aramco stands out in the Middle East.
However, in addition to annual revenue, we will also look at annual net profit. The top five companies are Saudi Aramco, Apple, Berkshire Hathaway, Alphabet (Google), and Microsoft.
Image
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$CRV 0.25-0.27 bought. Buy at the low, sell at the high. But the high is far from here, at least it needs to be double digits. Holding = Wealth.
$CRV This bull market is all about continuously buying in, and it will reach double digits.
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Wealth is not obtained through trading, but through holding quality assets at a low price. $ENA $CRV $USUAL
Many people engage in contracts and frequent trading, which is a mistake made by many immature individuals, and this is the reason why most people will never make money, because frequent trading is the fastest way to lose money.
Historically, there has not been a single person who became wealthy through trading; on the contrary, 99% of people go bankrupt because of trading. Even the trading master Livermore went bankrupt multiple times due to trading, so in the end, he realized that 'money is made by sitting, not by trading.'
Historically, there has not been a single person who became wealthy through trading; on the contrary, 99% of people go bankrupt because of trading. Even the trading master Livermore went bankrupt multiple times due to trading, so in the end, he realized that 'money is made by sitting, not by trading.'
See original
Many people engage in contracts and frequent trading, which is a mistake made by many immature individuals, and this is the reason why most people will never make money, because frequent trading is the fastest way to lose money.
Historically, there has not been a single person who became wealthy through trading; on the contrary, 99% of people go bankrupt because of trading. Even the trading master Livermore went bankrupt multiple times due to trading, so in the end, he realized that 'money is made by sitting, not by trading.'
Historically, there has not been a single person who became wealthy through trading; on the contrary, 99% of people go bankrupt because of trading. Even the trading master Livermore went bankrupt multiple times due to trading, so in the end, he realized that 'money is made by sitting, not by trading.'
Wealth is not acquired through transactions, but through holding cheap, high-quality assets. $ENA $CRV $ETH
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Withdrawals are becoming stricter
A few days ago, Alipay was suddenly capped, but fortunately, it was ok after face recognition.
This year, I have withdrawn funds once or twice a month. I have stepped on some pitfalls before, and I have some small experiences to share with you.
This is just our situation at Binance. There are many other methods on the square, and I don’t have so much time to study and verify them.
1. C2C merchants must have a shield. Binance requires a shield merchant to have a deposit of at least 30,000 dollars. If it is still a bulk transaction merchant, the deposit is 100,000, and the general merchant pays 15,000, so who has the highest default cost, everyone can see at a glance;
2. The earlier the account registration time, the better, and the more transactions, the better, which means that it has been trading for such a long time. In addition to abiding by laws and regulations, there are few disputes, and the platform is at least solid;
3. Everyone knows that if the exchange rate is particularly high, there is a problem, so high The risk of exchange rate is relatively high, so don't look for funds with a particularly high exchange rate just to take advantage. If your card is frozen, you will lose the big picture.
4. Add WeChat and check whether the ticket circle is still updated from time to time. Among the three merchants I have traded with in the first half of the year, two have not updated the information. I don't know what happened. The ones I am currently trading with are still updating the ticket circle for one or two days, which shows that they still have business methods.
5. It is best not to use your own salary card, the main WeChat or Alipay account for payment, otherwise if it is permanently frozen once, the loss will be huge, so use a secondary card and secondary number, or start to raise a card and secondary number now for subsequent use;
6. I have also been to Hong Kong's exchange, but first, it takes time, and second, the exchange rate loss is actually not small. I will write another article to share with you
#出金 #出金骗局多，多看看！ $BTC
This year, I have withdrawn funds once or twice a month. I have stepped on some pitfalls before, and I have some small experiences to share with you.
This is just our situation at Binance. There are many other methods on the square, and I don’t have so much time to study and verify them.
1. C2C merchants must have a shield. Binance requires a shield merchant to have a deposit of at least 30,000 dollars. If it is still a bulk transaction merchant, the deposit is 100,000, and the general merchant pays 15,000, so who has the highest default cost, everyone can see at a glance;
2. The earlier the account registration time, the better, and the more transactions, the better, which means that it has been trading for such a long time. In addition to abiding by laws and regulations, there are few disputes, and the platform is at least solid;
3. Everyone knows that if the exchange rate is particularly high, there is a problem, so high The risk of exchange rate is relatively high, so don't look for funds with a particularly high exchange rate just to take advantage. If your card is frozen, you will lose the big picture.
4. Add WeChat and check whether the ticket circle is still updated from time to time. Among the three merchants I have traded with in the first half of the year, two have not updated the information. I don't know what happened. The ones I am currently trading with are still updating the ticket circle for one or two days, which shows that they still have business methods.
5. It is best not to use your own salary card, the main WeChat or Alipay account for payment, otherwise if it is permanently frozen once, the loss will be huge, so use a secondary card and secondary number, or start to raise a card and secondary number now for subsequent use;
6. I have also been to Hong Kong's exchange, but first, it takes time, and second, the exchange rate loss is actually not small. I will write another article to share with you
#出金 #出金骗局多，多看看！ $BTC