Bitdong
一个持有btc的炒币人
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#BTC
Any IP is a high-risk asset. Currently, BTC is in line with the trend of the times. Compared with ancient gold, BTC is more favored by the younger generation. Winning young people means winning the future. When the millennial generation gradually takes the center stage of the times, BTC will also usher in its moment of glory.
Any IP is a high-risk asset. Currently, BTC is in line with the trend of the times. Compared with ancient gold, BTC is more favored by the younger generation. Winning young people means winning the future. When the millennial generation gradually takes the center stage of the times, BTC will also usher in its moment of glory.
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全球钞票有~130万亿美元，现在稳定币才2300亿，才刚刚开始。
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1. Currently, it is only a matter of time before the U.S. and its states fully embrace BTC.
2. The pricing power of BTC has been transferred, and it is now in the hands of the U.S.
3. The U.S. will definitely issue stablecoins on a trillion-dollar scale, it is only a matter of time.
4. The asset scale of the entire cryptocurrency market has significantly increased and has extremely strong liquidity, it is only a matter of time.
5. Ordinary people who have been deeply involved in the Web3 cryptocurrency space will have great opportunities for growth, and they need to patiently wait.
2. The pricing power of BTC has been transferred, and it is now in the hands of the U.S.
3. The U.S. will definitely issue stablecoins on a trillion-dollar scale, it is only a matter of time.
4. The asset scale of the entire cryptocurrency market has significantly increased and has extremely strong liquidity, it is only a matter of time.
5. Ordinary people who have been deeply involved in the Web3 cryptocurrency space will have great opportunities for growth, and they need to patiently wait.
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1/ Following our April viewpoint, the prices of Bitcoin and global risk assets have clearly established a bottom this month as expected. For the first time in years, Bitcoin has become the best-performing dollar asset after the recovery from the liquidity crisis. As of the date of this report, the actual operating price center of Bitcoin has already surpassed the consolidation range of March.
2/ Throughout the month, after an unprecedented volume of trading over the past three months, Bitcoin has actually entered a state of supply exhaustion, with the trading volume intertwined between bulls and bears remaining moderate. From the sentiment in the market, a large number of traders are shorting the market and altcoins, which aligns with the peak judgment made by many veteran cryptocurrency participants based on fundamental chip theory and trading habits related to sentiment.
3/ There is little to say about altcoins. Although some newly listed tokens and the old strong control altcoin represented by SUI have made price attempts, the overall performance remains unsatisfactory. It is difficult to say that the profit effect will return before the arrival of new liquidity and the peak of sentiment. We are also seeing more and more crypto-related assets choose to embrace SPACs, listings, and various liquidity acquisition channels in trading venues like NASDAQ. It can be anticipated that the funding flow path of the next liquidity cycle is already undergoing subtle changes, posing greater challenges to the existing old altcoins.
2/ Throughout the month, after an unprecedented volume of trading over the past three months, Bitcoin has actually entered a state of supply exhaustion, with the trading volume intertwined between bulls and bears remaining moderate. From the sentiment in the market, a large number of traders are shorting the market and altcoins, which aligns with the peak judgment made by many veteran cryptocurrency participants based on fundamental chip theory and trading habits related to sentiment.
3/ There is little to say about altcoins. Although some newly listed tokens and the old strong control altcoin represented by SUI have made price attempts, the overall performance remains unsatisfactory. It is difficult to say that the profit effect will return before the arrival of new liquidity and the peak of sentiment. We are also seeing more and more crypto-related assets choose to embrace SPACs, listings, and various liquidity acquisition channels in trading venues like NASDAQ. It can be anticipated that the funding flow path of the next liquidity cycle is already undergoing subtle changes, posing greater challenges to the existing old altcoins.
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. The US dollar stablecoin economy will be a central focus in the next 3 years.
2. The US dollar stablecoin economy is the primary stage of RWA.
3. Ethereum remains the largest platform for the US dollar stablecoin economy.
4. The three fundamental application demands of payment, collateral lending, and RWA exchanges will continue to expand.
All current difficulties are temporary; for those already in these tracks, hold steady and don't get off the ride.
2. The US dollar stablecoin economy is the primary stage of RWA.
3. Ethereum remains the largest platform for the US dollar stablecoin economy.
4. The three fundamental application demands of payment, collateral lending, and RWA exchanges will continue to expand.
All current difficulties are temporary; for those already in these tracks, hold steady and don't get off the ride.
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$PEOPLE
Did not disappoint, this cycle will reach 0.5
See you at the peak then
Victory belongs to those who are patient
Did not disappoint, this cycle will reach 0.5
See you at the peak then
Victory belongs to those who are patient
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Binance has sold nearly three months of profits into U, preparing for winter?
It seems that every periodic reserve report reveals interesting insights. I remember when it was released in February, everyone noticed that Binance's excess reserves (i.e., Binance's own funds) were almost entirely depleted except for USDC. The big fish @bitfish1 pointed out that it was used for shareholder dividends, reflecting profits accrued earlier this year.
Today, Binance updated the reserve report for May, let's take a look at the changes in their own funds over the past three months:
🟢 $BTC: Increased by 9,729 coins ($963,171,000)
🟢 $ETH: Increased by 8,033 coins ($15,262,700)
🟢 $USDT: Increased by 324,667,715 coins
🟢 $BNB: Increased by 15,913 coins ($9,706,930)
🔴 $SOL: Decreased by 2,453 coins ($367,950)
🔴 $XRP: Decreased by 14,501,682 coins ($31,613,666)
🟢 $USDC: Increased by 1,696,637,283 coins
Aside from BTC and stablecoins, the reserves of other assets have hardly increased and some have even decreased. Don't be fooled by the nearly $10 million growth in ETH & BNB; it's important to know that Binance's spot trading fees are charged based on the trading pair, so the actual amount is far greater. It seems they have basically sold off most holdings, which is quite consistent with the current market trend — BTC stands out alone, but who knows if we will still see a flourishing market?
It seems that every periodic reserve report reveals interesting insights. I remember when it was released in February, everyone noticed that Binance's excess reserves (i.e., Binance's own funds) were almost entirely depleted except for USDC. The big fish @bitfish1 pointed out that it was used for shareholder dividends, reflecting profits accrued earlier this year.
Today, Binance updated the reserve report for May, let's take a look at the changes in their own funds over the past three months:
🟢 $BTC: Increased by 9,729 coins ($963,171,000)
🟢 $ETH: Increased by 8,033 coins ($15,262,700)
🟢 $USDT: Increased by 324,667,715 coins
🟢 $BNB: Increased by 15,913 coins ($9,706,930)
🔴 $SOL: Decreased by 2,453 coins ($367,950)
🔴 $XRP: Decreased by 14,501,682 coins ($31,613,666)
🟢 $USDC: Increased by 1,696,637,283 coins
Aside from BTC and stablecoins, the reserves of other assets have hardly increased and some have even decreased. Don't be fooled by the nearly $10 million growth in ETH & BNB; it's important to know that Binance's spot trading fees are charged based on the trading pair, so the actual amount is far greater. It seems they have basically sold off most holdings, which is quite consistent with the current market trend — BTC stands out alone, but who knows if we will still see a flourishing market?
PEOPLE
Cumulative PNL
-226.61
-3.00%
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If you had to choose one of the following 4 meme coins to bet on, which one would you pick?
$trump, price 10, market cap 11 billion, presidential coin
$sol, price 151, market cap 90 billion, need I say more
$sui, price 3.6, market cap 36 billion, has surged too much, claims to be better than sol
$ena, 0.28u, market cap 4 billion, stablecoin has 5 billion, 20% revenue used for buyback and burn, each time the market rallies it surges the most
I picked one of them, which one will you choose?
$trump, price 10, market cap 11 billion, presidential coin
$sol, price 151, market cap 90 billion, need I say more
$sui, price 3.6, market cap 36 billion, has surged too much, claims to be better than sol
$ena, 0.28u, market cap 4 billion, stablecoin has 5 billion, 20% revenue used for buyback and burn, each time the market rallies it surges the most
I picked one of them, which one will you choose?
SOL/USDT
Sell
Price
162.12
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Bitcoin in the past 30 days:
$76,000 ➛ $100,000
Some altcoins have even performed better, surpassing other currencies.
Risk-weighted assets🏠
$WELF +87%
$RIO +86%
$TOKEN +60%
$PROPS +47%
$BKN +37%
Artificial Intelligence 🤖
#VIRTUAL +246%
$TAI +169%
$CGPT +101%
$TAO +92%
$FET +84%
DePIN 🧷
$AUKI +90%
$AKT +72%
$IO +68%
$RENDER +48%
$FLUX +44%
Layer 1 ⛓️
$ZANO +100%
$HYPE +86%
$SUI +86%
$SYNT +82%
$QUBIC +59%
Every time the market hits bottom, it quietly gives you an opportunity to accumulate strong narratives.
Yes, during corrections, altcoins suffer greater losses... but they rebound at twice the speed.
That's the game.
Now, Bitcoin dominates at a high level, while ETH starts to show strength from a low point, which might be the best time.
Top altcoins will move again, but not all altcoins will move, so stay vigilant.
If you know nothing about narratives like AI, DePIN, or Layer 1s... don’t let the next breakout be your wake-up call.
If we don't maximize the potential at the bottom, waiting for confirmation has already left us behind.
The market is volatile. Will you choose to lock in positions or sit on the sidelines?
$76,000 ➛ $100,000
Some altcoins have even performed better, surpassing other currencies.
Risk-weighted assets🏠
$WELF +87%
$RIO +86%
$TOKEN +60%
$PROPS +47%
$BKN +37%
Artificial Intelligence 🤖
#VIRTUAL +246%
$TAI +169%
$CGPT +101%
$TAO +92%
$FET +84%
DePIN 🧷
$AUKI +90%
$AKT +72%
$IO +68%
$RENDER +48%
$FLUX +44%
Layer 1 ⛓️
$ZANO +100%
$HYPE +86%
$SUI +86%
$SYNT +82%
$QUBIC +59%
Every time the market hits bottom, it quietly gives you an opportunity to accumulate strong narratives.
Yes, during corrections, altcoins suffer greater losses... but they rebound at twice the speed.
That's the game.
Now, Bitcoin dominates at a high level, while ETH starts to show strength from a low point, which might be the best time.
Top altcoins will move again, but not all altcoins will move, so stay vigilant.
If you know nothing about narratives like AI, DePIN, or Layer 1s... don’t let the next breakout be your wake-up call.
If we don't maximize the potential at the bottom, waiting for confirmation has already left us behind.
The market is volatile. Will you choose to lock in positions or sit on the sidelines?
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#BTC突破99K
Sister Wood's Ark Fund Report, ARK 2030 Bitcoin Price Target
- Updated the 2030 Bitcoin price target in the '2025 Big Ideas' report, based on total addressable market (TAM) and penetration rate assumptions, predicting:
- Bear Market: Approximately $300,000
- Base Case: Approximately $710,000
- Bull Market: Approximately $1,500,000
For more details, please refer to the report.
Sister Wood's Ark Fund Report, ARK 2030 Bitcoin Price Target
- Updated the 2030 Bitcoin price target in the '2025 Big Ideas' report, based on total addressable market (TAM) and penetration rate assumptions, predicting:
- Bear Market: Approximately $300,000
- Base Case: Approximately $710,000
- Bull Market: Approximately $1,500,000
For more details, please refer to the report.
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The crypto market is flooded with over 15,000 altcoins, but liquidity is lagging. New projects are launched every day, but the total capital pool remains fragmented, leading to diluted potential returns. As one trader said, "When BTC has risen 150% this year, why buy Meme?"
Without retail enthusiasm, altcoins lack the fuel to ignite sustained increases.
Without retail enthusiasm, altcoins lack the fuel to ignite sustained increases.
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#山寨币季节
For months, cryptocurrency traders have been anxiously refreshing price charts, anticipating the arrival of 'altcoin season,' when altcoins are expected to surge significantly. However, despite bullish forecasts and brief upticks, altcoin season has yet to materialize.
Bitcoin continues to dominate the market, leaving altcoin enthusiasts wondering: why is altcoin season delayed? Will there even be an altcoin season?
1. Bitcoin's Iron Grip: Dominance and Institutional Adoption
2. Macroeconomic Headwinds: The Fed's Strict Control of Liquidity
3. Oversupply of Altcoins: Too Many Coins, Insufficient Demand
4. Retail Investors' Absence
5. Regulatory Uncertainty: A Double-Edged Sword
6. Historical Patterns: Patience is a Virtue
Altcoin season hasn't disappeared; it's just waiting for the right conditions. Bitcoin's dominance, macroeconomic pressures, and regulatory hurdles have temporarily pressed the pause button on altcoin enthusiasm. However, history shows that once BTC enters a stable period and liquidity returns, altcoins will have their moment.
Currently, being patient and selectively investing in projects with strong fundamentals—such as artificial intelligence, DeFi, or Layer-2 solutions—is key. As the saying goes in the crypto circle: 'Time in the market beats timing the market.'
Stay alert, act cautiously, and keep a close eye on Bitcoin's dominance. The clock for altcoin season is ticking—it's just a matter of time, not whether it will happen.
For months, cryptocurrency traders have been anxiously refreshing price charts, anticipating the arrival of 'altcoin season,' when altcoins are expected to surge significantly. However, despite bullish forecasts and brief upticks, altcoin season has yet to materialize.
Bitcoin continues to dominate the market, leaving altcoin enthusiasts wondering: why is altcoin season delayed? Will there even be an altcoin season?
1. Bitcoin's Iron Grip: Dominance and Institutional Adoption
2. Macroeconomic Headwinds: The Fed's Strict Control of Liquidity
3. Oversupply of Altcoins: Too Many Coins, Insufficient Demand
4. Retail Investors' Absence
5. Regulatory Uncertainty: A Double-Edged Sword
6. Historical Patterns: Patience is a Virtue
Altcoin season hasn't disappeared; it's just waiting for the right conditions. Bitcoin's dominance, macroeconomic pressures, and regulatory hurdles have temporarily pressed the pause button on altcoin enthusiasm. However, history shows that once BTC enters a stable period and liquidity returns, altcoins will have their moment.
Currently, being patient and selectively investing in projects with strong fundamentals—such as artificial intelligence, DeFi, or Layer-2 solutions—is key. As the saying goes in the crypto circle: 'Time in the market beats timing the market.'
Stay alert, act cautiously, and keep a close eye on Bitcoin's dominance. The clock for altcoin season is ticking—it's just a matter of time, not whether it will happen.
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Bear Market Rotation Strategy：
🚀 AI Agents: $PAAL, #M87
🏠 RWA: $PROPC, $INN
🔋 DePIN: $DIONE, $QUBIC
🎮 GameFi: $NAKA, $HTS
Pick 1 token from each field and let's see who cooks in 2025.
🚀 AI Agents: $PAAL, #M87
🏠 RWA: $PROPC, $INN
🔋 DePIN: $DIONE, $QUBIC
🎮 GameFi: $NAKA, $HTS
Pick 1 token from each field and let's see who cooks in 2025.
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Encryption is boring now.
We've seen boring things before.
What does it always lead to?
Face melting pumps!
Let's go! F ** KING!
We've seen boring things before.
What does it always lead to?
Face melting pumps!
Let's go! F ** KING!
See original
The altcoin season cannot be welcomed yet.
Sorry.
ETH is dead (for now).
SOL is on its last legs.
Interest rates are still high.
QT is still running.
And there is endless uncertainty.
I believe the altcoin season is coming soon.
We just need to change all of the above situations.
Eventually it will.
Be patient!
Sorry.
ETH is dead (for now).
SOL is on its last legs.
Interest rates are still high.
QT is still running.
And there is endless uncertainty.
I believe the altcoin season is coming soon.
We just need to change all of the above situations.
Eventually it will.
Be patient!
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Good morning everyone, if you believe that waking up today is worth more than $1,000,000, please like.
$PAAL
$PEPE
$TRIAS
$DIONE
$ARC
$TRADE
$RENDER
$NAKA
$LDO
$ALPHA
$AX
$BKN
$CREO
$EGAX
$KNDX
$MAZZE
$MBD
$STRX
$VXR
$XEL
$XRPEPE
$RIO
$PROPS
$GPT
$UPO
$UBXS
$CREO
$TOKEN
$PROPC
$SOIL
$QUBIC
Which of these #altcoins excites you the most?
$PAAL
$PEPE
$TRIAS
$DIONE
$ARC
$TRADE
$RENDER
$NAKA
$LDO
$ALPHA
$AX
$BKN
$CREO
$EGAX
$KNDX
$MAZZE
$MBD
$STRX
$VXR
$XEL
$XRPEPE
$RIO
$PROPS
$GPT
$UPO
$UBXS
$CREO
$TOKEN
$PROPC
$SOIL
$QUBIC
Which of these #altcoins excites you the most?
ALTCOIN POTENTIAL TOWARDS ATHs 📈
These alts are closer to their ATHs than $ETH 👀
👇
$ZANO → 50%
$SUI → 60%
$HYPE → 69%
$XRP → 73%
$KTA → 77%
$S → 79%
$XMR → 80%
$SOL → 97%
$TAO → 108%
$KAS → 114%
$ONDO → 138%
$IMO → 153%
Retail usually enters after the all-time highs are broken.
But by then, the real gains are mostly gone.
I’m not here to convince you to buy these, that’s your call.
But missed chances often become painful regrets later.
If you truly believe in the next leg of this bull run, then now is when the best opportunities exist quietly, during accumulation.
The crowd may wait for confirmation.
The smart money acts before the spotlight.
You don’t need to ape in.
You just need to position wisely.
Because the window doesn’t stay open forever.
These alts are closer to their ATHs than $ETH 👀
👇
$ZANO → 50%
$SUI → 60%
$HYPE → 69%
$XRP → 73%
$KTA → 77%
$S → 79%
$XMR → 80%
$SOL → 97%
$TAO → 108%
$KAS → 114%
$ONDO → 138%
$IMO → 153%
Retail usually enters after the all-time highs are broken.
But by then, the real gains are mostly gone.
I’m not here to convince you to buy these, that’s your call.
But missed chances often become painful regrets later.
If you truly believe in the next leg of this bull run, then now is when the best opportunities exist quietly, during accumulation.
The crowd may wait for confirmation.
The smart money acts before the spotlight.
You don’t need to ape in.
You just need to position wisely.
Because the window doesn’t stay open forever.
See original
Berkshire Hathaway 2025 Shareholders Meeting Quotes
About Resigning as CEO
Buffett will resign as CEO of Berkshire Hathaway at the end of the year. Abel is expected to take over as CEO by the end of the year. Buffett stated that he has no intention of selling any shares of Berkshire, but will gradually donate them.
About Trade
In the U.S., we should seek to trade with other countries around the world, we should do what we do best... Trade should not be used as a weapon.
About Cash Reserves
Our cash holdings are indeed quite high, but good opportunities do not arise every day. Incorrect or improper investments can harm the interests of investors. Berkshire is expected to encounter opportunities in the next five years.
About Investing in Japan
Investing in Japan fully aligns with Berkshire's strategy. The company plans to hold investments in the five major trading companies for 50 years or longer, and Berkshire has no intention of selling these stocks.
About the U.S. Economic Outlook
I am not discouraged by the current situation in the U.S. The fiscal policy is my biggest concern, but it is not unique to the U.S.
About U.S. Stock Market Volatility
Compared to historical crashes, the declines over the past few days are not significant. Short-term fluctuations in the stock market are normal. Investors should change their investment mindset and adapt to this world, rather than expecting the world to adapt to them.
About Stock Buybacks
So far this year, we have not conducted any stock buybacks. Our company's buyback mechanism is rather conservative. Occasionally, we have had some opportunities to buy back, but the federal government charges us a very high rate on what we have to pay.
About AI
We will not base all investments around AI. If given a choice, I would invest in the reinsurance industry.
About Timing of Investments
Patience is important, but when an excellent opportunity arises, one must act quickly. You must patiently wait for that rare call opportunity; for reasonable deals, there should be no hesitation in acting. For those who always talk but never take action, it is even more important not to waste time.
Advice for Young Investors
Who you associate with is extremely important. You should spend time with people who are better than you, and ultimately, you will develop in the direction of the people you associate with.
About Resigning as CEO
Buffett will resign as CEO of Berkshire Hathaway at the end of the year. Abel is expected to take over as CEO by the end of the year. Buffett stated that he has no intention of selling any shares of Berkshire, but will gradually donate them.
About Trade
In the U.S., we should seek to trade with other countries around the world, we should do what we do best... Trade should not be used as a weapon.
About Cash Reserves
Our cash holdings are indeed quite high, but good opportunities do not arise every day. Incorrect or improper investments can harm the interests of investors. Berkshire is expected to encounter opportunities in the next five years.
About Investing in Japan
Investing in Japan fully aligns with Berkshire's strategy. The company plans to hold investments in the five major trading companies for 50 years or longer, and Berkshire has no intention of selling these stocks.
About the U.S. Economic Outlook
I am not discouraged by the current situation in the U.S. The fiscal policy is my biggest concern, but it is not unique to the U.S.
About U.S. Stock Market Volatility
Compared to historical crashes, the declines over the past few days are not significant. Short-term fluctuations in the stock market are normal. Investors should change their investment mindset and adapt to this world, rather than expecting the world to adapt to them.
About Stock Buybacks
So far this year, we have not conducted any stock buybacks. Our company's buyback mechanism is rather conservative. Occasionally, we have had some opportunities to buy back, but the federal government charges us a very high rate on what we have to pay.
About AI
We will not base all investments around AI. If given a choice, I would invest in the reinsurance industry.
About Timing of Investments
Patience is important, but when an excellent opportunity arises, one must act quickly. You must patiently wait for that rare call opportunity; for reasonable deals, there should be no hesitation in acting. For those who always talk but never take action, it is even more important not to waste time.
Advice for Young Investors
Who you associate with is extremely important. You should spend time with people who are better than you, and ultimately, you will develop in the direction of the people you associate with.
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