Bitcoin's continued new highs also responded to the Fed's expectation of an upcoming rate cut. From 103,000 to 107,000, the exchange rate has now fallen back to 106,500. The speculative index of the copycat has also fallen from the previous high of 90 to 63. The current market situation is that the BTC blood-sucking effect is very strong. According to the historical interest rate cuts, before each interest rate cut, the big pie must be pulled first, and then pulled wildly after the interest rate cut. If Bitcoin is promoted in this way, the big pie is not far from 110,000. If the market goes crazy, 150,000 can also be seen. After all, the current BTC pushers are determined by listed companies and large institutions. For example, yesterday, the CEO of MicroStrategy spent $1.5 billion to buy 15,350 BTC at an average price of $100,386. This is also one of the reasons why BTC has been independently sucking blood in the past two days. Every time an institution buys BTC in a big way, it will usher in a period of blood-sucking trend.

图片Many institutions, including listed companies, dare to buy at this position, and even do not hesitate to raise their own average price. This series of operations proves that they think that BTC at $100,000 is just starting. After talking about Bitcoin, let's look at Ethereum. Ethereum performed well today. Relatively speaking, it ignored Bitcoin's bloodsucking. The price has been able to stay above 4,000. Last night, it broke through 4,107, reaching a new high this year. However, ETH/BTC is still below 0.038. The cottage wants to rotate. This indicator can also be used as a reference for trading pairs. One obvious performance this week is that ETH's turnover period has passed, and ETFs are still continuing to have net inflows, which means that Wall Street's money has been coming in, and the old hands in the native currency circle have almost sold off. I am still very optimistic about Ethereum's new highs.图片

The best strategy at the moment is to hold on. In the unilateral acceleration of the bull market, all strategies are worse than holding on. The altcoin will also explode quickly. When Bitcoin rises, Ethereum will rise, and when Ethereum rises, the altcoin will rise. This is the order. Don’t look at the altcoin lying there listlessly now. It will pick up quickly.

Next, you must have a narrative to choose a copycat logo:

As we all know, as long as there is a hype narrative, there is a chance to pull up the market. For example, several currencies that have seen significant gains recently, such as aave, eth, and link, the main reason is that Trump’s institutions have bought these tokens, thereby driving up the price of the currencies.

In fact, we can see the common point among these coins, that is, they are Ethereum-based currencies with practical applications.

The second is another narrative. The most promising currency to be the next to pass the ETF is actually Sol. Mr. Crab has also talked about it before and there is a high probability of it happening. Therefore, Sol and the well-known projects in the ecosystem, such as JTO, JUP, PYTH and WIF, are targets worth ambush.

Especially wif. For wif, it is both a meme section and a sol section. So when this copycat meme recovers, it can rise, and when sol recovers, it can also rise.

As for the price point, if you didn’t buy at 2.1 before, you can try to place an order at 2.65-2.5, and the goal is to double it.

In fact, for spot goods, as long as there are good targets with narrative hype, you don’t have to regret buying at any point now, because what is promising is the market in the next six months, not the short-term market. So cherish every decline in the bull market, because these are your opportunities to build a position and buy!

Last night, I woke up to see that all the orders for $Vana at 30-35 on Binance were sold as expected. Thank you.
Binance made a big profit and all the predictions were correct.

However, the secondary game is indeed fierce. Up to now, the spread between $VANA spot and contract is still more than 2 yuan, and the contract interest rate is still the highest in the market, -2%, -12% a day. To be honest, it is quite risky to participate now. It is a wrestling field between the project party and the whales. Retail investors should not get involved.

In addition, tonight, $Cat, $Usual, and $Pengu will be launched three times in a row, and it is inevitable to grab liquidity. Regardless of who will win, the probability of the new coins losing is higher. Let's see if it will be confirmed tonight.

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Among altcoins, most projects are being drained of blood by Bitcoin, with the general decline being around 10%.

However, cat performed the best, rising more than 40% against the trend, mainly because it will be listed on Binance spot trading. Simon's Cat may be a good opportunity. Its current market value is only 350 million US dollars. As the second bnbchain meme spot project listed on Binance, it can be expected to have a wave like $babydoge. It has a good influence and fan base, and it has provided strong support for $CAT after listing on Binance spot. It has broken a new high and there is no locked-in position. You can pay attention to it.

Binance has recently launched VC coins and MEME coins frequently, almost draining the liquidity of altcoins.

Binance first launched the AI ​​big data public chain Vana, but its trend was that of a typical VC coin. It first spiked upward, then slowly fell, and finally was cut in half.

Yesterday, Binance announced the launch of meme coins cat and pengu.

Cat is the second sub-coin of Floki airdrop, and Pengu is the token of Fat Penguin NFT on the Sol chain.

At present, they are all Bsc chain projects, and market sentiment has not been mobilized.

However, we can focus on the market maker Wintermute.

The listing of cat on Binance spot this time is inseparable from the support of market maker Wintermute.

Half a month ago, cat was already Wintermute’s largest holding in the Bsc chain.

Recently, Wintermute has been accumulating AI meme coins, indicating that this may become the next trend.

At present, many high-quality projects on the chain have been hit into a gold mine, and the profits are made from the decline, so you can start picking up low-priced chips.

In the current market situation, can you still make money by holding $ACT $PNUT $NEIRO?

First of all, judging from the trend, ACT has not fallen below the range and can continue to be held. The AI+MEME sector has always been hot on the chain. As the first project to be listed on Binance, ACT will have room for subsequent speculation, so you can hold it with confidence.

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PNUT has a very strong background, but recently the original owner has been suing Binance for the copyright issue of launching pnut. In fact, the impact is not big. It creates panic and makes people sell at a loss, but the support near 1U-0.95 is strong, so you can continue to hold it. Musk + Trump + MEME concept, super strong background, and it will still be hyped when the subsequent King of Understanding goes online.

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NEIRO has been going strong since it went online, but it is being cleaned out in this overall rebound. The current bottom range is 150-142 and can be divided into batches. It is related to DOGE. It will still be prioritized for speculation in the future. There is no need to cut losses, just hold firmly.

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Today I will mainly talk about the dark horse HYPE, which only rises and never falls.

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It's a dream coin! HYPE has not fallen much since it was listed on coingecko! This is the first time I have seen such a continuous rise for half a month, which shows that dex is the mainstream of this round.

HYPE started to pull up on November 29th. From that day on, I divided the pull up into three stages:

1. Pull-up: November 29 to December 4

2. Sideways: December 5th to 10th

3. Pulling the market: December 11 to today

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All the VCs who supported FTX back then have come out to support Hyperliquid. I don’t believe you that it has no VCs or backers, after all, the VC group is talking about it like crazy. So I made a comparison chart between HYPE and FTX, and you can feel it.

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The new Hyperliquid spot seat auction has unexpectedly reached a new high

With only 5% progress at the beginning, god’s dev couldn’t wait to bid for the seat at a new high price of 970,000 U. If this price can be maintained, the spot income for a year will be 270 million U.S. dollars. The spot income part is rapidly catching up with the contract.

Why is the decentralized coin listing on HYPE so expensive?

Because the value of HYPELIQUID is getting higher and higher. Yesterday, I bought 100U for each HYPE with a market value below 1 million, a total of 40 coins:

4 declines, with the largest decline being 7%

36 stocks rose, with the largest increase of 87%

HYPE’s current market value: 7.6 billion US dollars. To be honest, if this market value is not listed on a large exchange and it is only sold on its own exchange, it is really difficult to sell. However, as a super competitor of CEX, it is almost impossible for HYPE to be listed on a large exchange.

By the way, let me talk about HYPE's money-making logic: you can refer to FTX, the opponent of retail investors is the market maker, and their market maker is the platform itself! The pure profit mainly depends on the listing fee (the listing fee is in the form of Dutch auction. As of December 16, the listing fee in Figure 1 is close to 100WU) and handling fees.

Hundred U crit pumpfun still has to work hard to sweep the chain because there are too many targets, it is better to come here Hundred U crit just in case, buddy. Personally, I feel that HYPE's money-making market has reached the fish body stage, not yet the fish tail stage, I wish everyone a great victory!

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Hold 5 million USD HYPE at a high level, but everyone should pay attention to the risks. The price around 3-10 is a better price because it is cheaper than 28. If it falls below 10, there is a chance to buy 10 million USD, which is a comfortable position for me for this target. Of course, I only focus on highly liquid currencies, not shouting orders.

The RWA track has attracted more and more attention. USUAL, which is about to be listed on Binance, $ondo, which has been rising well recently, and $ban, which has been controversial recently, are all high-quality projects in the RWA track.

Now that you know the track, let’s first briefly understand what RWA and RWAfi are.

RWA is actually the tokenization of real assets through blockchain. It is easy to understand that $ban is the tokenization of artworks. There is only one artwork, which was auctioned by Brother Sun. But if it is tokenized, many people can hold it. This can improve the liquidity of assets and reduce transaction costs. As for RWAfi, you can see from the name that it is actually RWA+defi. As mentioned above, it makes up for the shortcomings of traditional finance and can be borrowed, sold and bought. In fact, this is RWAfi. It uses the combination of defi to create new investment and financing opportunities. The threshold is lowered, and individuals and institutions can participate well. Most people are concerned about legal issues, because there are legal issues involving real assets, so they will also be compliant.

What are the opportunities for participation in the RWA track?

Ondo Finance: A decentralized institutional-level financial protocol supported by BlackRock. It has been listed on Coinbase, and only Binance is missing. It has also increased several times during this period. Recently, it has been favored by the Trump family.

Prosper: A Bitcoin computing power tokenization protocol that has been listed on Binance and has seen a lot of action recently.

Sky: An early leader in the RWA track, mainly related to the lending sector, invested by a16z, listed on Binance and Coinbase, with a market value of 1.7 billion.

USUAL: RWA stablecoin protocol, just listed on Binance's luanchpool, pre-market rise is also good, waiting for the launch

Plume Network: A modular Layer 1 (L1) blockchain solution focused on RWA tokenization. The testnet has ended and there is no tge yet.

The first few have already been launched and have risen very high. Only Plume has not yet been launched, so I will focus on Plume.

Background: Plume has received funding from Galaxy, Haun, etc. The team has backgrounds from Pond, Echelon Market, dYdX, Beluga, and Robinhood. It has successfully put 180 projects with more than $1.25 billion in assets on the chain.

Advantages: Not only RWA, but also makes occasional assets compliant, safe and transparent. It is a typical RWAfi, which integrates RWA and DeFi well.

Opportunities to participate:

1. The testnet has ended with 3.2 million users

2. There are no tasks in the Galaxy at the moment, so you can wait for a while.

3. There is a task channel in DC, where you can wait for tasks

4. NFT airdrops. The project party occasionally has some airdrops, but you need to wait

5. Wait for the pre-deposit to be developed again

6. Wait for the mainnet to be launched

Judging from the recent increase in RWA-related assets, it is definitely a hot spot recently. You can still ambush while plumenetwork has not yet tge. Plume should also be the first project to combine RWA with DeFi. According to the data of the test network, it is also the No. 1 project among unissued tokens.