Let me share two little-known facts about Powell's speech early this morning: First, a 25 basis point rate cut is due to market expectations that have already been anticipated and priced in, so the positive news translates to negative news! The mountains remain, and the sunsets continue to glow! Powell is more cautious about policy adjustments for next year, which contrasts with some aggressive expectations of a rapid rate cut in the market! Second, another point to clarify is that when Powell mentioned that the Federal Reserve is not allowed to hold Bitcoin, this statement puts some pressure on the market. Many people might have a misconception about Trump's earlier remarks regarding including Bitcoin in the national currency strategic reserves! In fact, just like gold, the Federal Reserve can only hold gold certificates as financial assets and does not possess physical gold. The actual gold reserves of the United States are owned by the U.S. Treasury. Therefore, this does not conflict with Trump's proposal to include Bitcoin in the national strategic currency reserve. Powell's stance on Bitcoin is also clear: he sees Bitcoin as a competitor to gold!
Grayscale announces the opening of the Horizen Trust (HZEN) investment channel to qualified investors. This fund allows investors to gain exposure to ZEN tokens in the form of securities. As of December 16, the fund's market price per share is $6.40, with assets under management of approximately $8.7 million. Associated token: ZEN, the market has performed very strongly after this inspection! Therefore, it is recommended to allocate some! $ZEN
Macroeconomic Interpretation, Giving You More Confidence 1. Four countries in the Group of Seven (G7) - France, Germany, Canada, and possibly soon-to-be-rejoining the UK - are experiencing government turnover due to budget crises. It is expected that one of these countries will face a bond auction failure by 2025. By the end of 2025, most G7 countries will be governed by conservative administrations.
2. Trump will establish a new global monetary framework similar to the Plaza Accord of 1985. This framework will promote a gradual and significant depreciation of the dollar, facilitating the return of manufacturing to the United States while directing liquidity towards U.S. markets and high-risk asset markets like cryptocurrencies. (Interpretation: It is an undeniable fact that the Trump era will actively embrace cryptocurrencies; the core key to accelerating the return of manufacturing lies in lowering interest rates to reduce corporate financing costs. Therefore, the Federal Reserve's interest rate cut trajectory will no longer be under Powell's control but more inclined towards Trump, hence the main tone of interest rate cuts will continue to increase next year, benefiting the cryptocurrency market.)
3. The inflation rate is expected to be between 2.5% and 3.3%. In response to a weak job market, the Federal Reserve will significantly lower interest rates. Interpretation: This aligns with the second macroeconomic point, consistent with Trump's policies.
Major global armed conflicts are expected to conclude in the first half of 2025, ushering in an optimistic era of peace and security. Interpretation: The world is entering a period of peace, and Trump is a peace enthusiast, which will lead to lower gold prices flowing into the cryptocurrency market!
Currently, the big cake has cleared most of the long chips. If it is to clear the leverage, the market will rebound. Reason for the rebound: the cottage sentiment index is close to the freezing point of the stage. Second, the big cake chips of 10,000-103,000 have been cleared! If it is a weekly adjustment when the big cake falls below 97,000, then this market will be a tragedy! We need to clear all positions in our hands! The above is not a financial advice! There are risks in the currency circle, please be cautious with leverage!
I believe that the current pancake has cleaned out the chip peak in the range of 100000-103000, and you can gradually enter the Eth, stx, and Ftm that I talked about in the previous days! This is not financial advice, but a wise choice! $ETH $STX $FTM
The flat range of the pancake will remain in the 100000-109000 range, which is a wide fluctuation space! So the altcoin will start to intervene when the sentiment falls back to 47!
$ETH In the evening, the Federal Reserve lowered interest rates by 25 basis points as expected. The market is always buying expectations and selling facts. It is a normal phenomenon for the market to decline after good news is realized. However, I need to tell you that the decline of Bitcoin is not a bad thing. History proves that Bitcoin only experiences an altcoin rebound during sideways movements. Therefore, Bitcoin is currently experiencing fluctuations, and the next focus should be on Ethereum, which is the key focus of the market moving forward, as well as altcoins!
The counterfeit sentiment at 59 is falling back and has not completely declined, so it is not a good time to get involved in counterfeits in the short term. Consider it again when the index drops from the current 59 to 47! Next, there will be a wave of profit-taking and bottom-fishing opportunities that I hope to share with you! ♛ Thank you for your continued attention; your likes and shares are my ongoing motivation for creation!
$FXS Key focus on individual coin opportunities 2, (STX) Reasons for attention: Stacks' sBTC release - Stacks will launch sBTC on December 17, a new DeFi asset backed by Bitcoin. The initial annual yield for holding sBTC is 5%. As the secondary market price of Bitcoin rises, trying out this new type of DeFi asset in the BTC ecosystem is a relatively good choice for coin holders; it will also support the locking of small whale seedlings, tightening Bitcoin's liquidity again, further promoting the stable growth of Bitcoin prices; The mainnet token STX is also a key focus; its price is influenced by TVL data; It is recommended to enter around 2.15 on a pullback;
Recent opportunities and key interpretations of individual cryptocurrencies to focus on: 1. Sonic L1 Launch - The Sonic L1 mainnet is confirmed to launch next week. This network is expected to support 10,000 transactions per second and complete transactions in less than one second. The S token has not been issued yet, but an airdrop plan will be released after the mainnet launch. However, the Sonic operating on FTM will gain some price support due to Sonic L1; Reasons for recommendation: Sonic aims to revolutionize the blockchain industry by providing a next-generation L1 that combines speed, scalability, and security. By introducing innovative features such as fee monetization, a secure cross-chain bridge connectable to Ethereum, and a simplified staking mechanism, Sonic positions itself as a developer-friendly platform that prioritizes builders and users. Sonic can easily handle up to 900 million transactions daily, with TTF at sub-second levels. This supply capacity far exceeds current demand. Currently, all L2s together handle about 12 million transactions per day, peaking at around 17 million. Additionally, Solana's recent peak was 40 million transactions per day. Even when combining these peaks, the total daily transaction volume is only about 57 million, just a small fraction of our threshold. Plan: Enter around 1.25 after FTM adjustment, place orders in advance; Expected target: range of 1.82-2.22;
For those who understand the primary market, how to deeply research how SONIC will obtain airdrops? The project party plans to airdrop 190 million tokens after the launch.
Research Report: Base and Solana are leading in the field of AI agents, but NEAR is quietly carving its own path of AI innovation.
NEAR supports on-chain functions based on agents and is developing more tools and features. Its uniqueness lies in the native chain abstraction of multi-chain AI agents, allowing developers to more easily build interconnected systems.
Furthermore, NEAR Intents introduces a new transaction model that enables cross-chain settlement between AI agents, services, and end users. The most noteworthy collaboration is between Infinex and Near, allowing users to trade BTC, XRP, and more on a decentralized platform.
NEAR also launched NEAR.ai, an AI assistant that can represent users by connecting with other AI agents and services across web2 and web3. Although Near's wallet experience was once poor, it has significantly improved, and interestingly, social agents based on NEAR have begun hosting X spaces for one another.
Additionally, NEAR has launched a research center to explore new AI models and partnered with Delphi to launch an AI accelerator program to support developers in the field. So, after Solana, the heat has transferred to Base, and then to the XRP chain (though the first meme has already been debunked), NEAR's current innovations are worth investors' active attention to NEAR's recent explosive potential!
Sorry, I was trading late at night. Brother Hu wrote the script for me. I have to follow it! [laughing and crying] Compared to Ha, how was your performance? There should be no discrepancies in the script, right?
Review thoughts: At the end of September, I conducted an in-depth analysis and reminded you of the market opportunities in the fourth quarter, and explained in detail that the new theme narrative point was focused on BTC spot ETF. Recently, the market has been upgraded by FOMO sentiment on the BTC spot ETF theme, whether it is true or false. The market's reaction was particularly intense. It was reported overnight that BlackRock's code was deleted and restored in the early morning, once again confirming that the currency circle is a series based on illusions and lies. The story took an unexpected turn; Let’s go back to the main line of the fourth quarter and talk to you. There is no doubt that Bitcoin is currently sucking money because the market’s focus is on BTC spot ETFs, so funds first consider BTC. The craziness of the copycats in the past few days has retreated yesterday. Regardless of whether it passes Whether or not, the market's FOMO sentiment will continue, because there are no other new themes, and after passing, it will be the end of a rebound, so funds will always speculate on expectations; follow me and gain more