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Argentina's presidential currency earns 200 million a day. When the meme becomes fast running?
At 6 o'clock this morning, the meme coin of Argentine President Mi was officially launched. After a brief rise to 4.56 points, it fell all the way to the current 0.18 points. According to statistics, the main shipment volume is about 200 million US dollars. After that, the whole network complained, Milei and the operation team argued, and various first-level gods complained and reviewed.
From the known information, the fact that Mile deleted the post can prove the relationship between him and the operation team of this coin. The money-making effect of celebrity coins has reached a low point at this moment. Those who missed Trump coins and heavily invested in Mile meme coins during the day are likely to miss the bull market. As a combination of interest and topic in the crypto market, meme has lost its original meaning in promoting the market when it is coerced by capital and becomes a tool for a certain group to make money. In the end, the focus of hot money will slowly return to the lowest cost infrastructure in the market.
From the known information, the fact that Mile deleted the post can prove the relationship between him and the operation team of this coin. The money-making effect of celebrity coins has reached a low point at this moment. Those who missed Trump coins and heavily invested in Mile meme coins during the day are likely to miss the bull market. As a combination of interest and topic in the crypto market, meme has lost its original meaning in promoting the market when it is coerced by capital and becomes a tool for a certain group to make money. In the end, the focus of hot money will slowly return to the lowest cost infrastructure in the market.
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The market is turbulent, and the local dogs on the BSC chain have exploded first.
In contrast to the calm appearance of the market in recent days, the emotional influence brought by the underlying news is turbulent. A new batch of second-tier mainstream spot ETFs is about to pass, the expectation for interest rate cuts has been postponed after inflation strengthened, and several financial regulatory agencies have reached agreements on crypto regulation, among other things like the postponed tariff policies.
After the CPI data rose sharply yesterday, the market experienced a brief crash, followed by a recovery under Powell's soothing speech, leading to the first wave of minor emotional peaks after the short-term decline. The overall performance can be summarized as: although inflation has increased, the Federal Reserve has no intention of changing the current interest rate environment and has no considerations for raising rates. There should be multiple supports for cryptocurrencies, traditional banks need to open bridges with crypto, and the overall long-term benefits of a soft economic landing are still quite sufficient.
After the CPI data rose sharply yesterday, the market experienced a brief crash, followed by a recovery under Powell's soothing speech, leading to the first wave of minor emotional peaks after the short-term decline. The overall performance can be summarized as: although inflation has increased, the Federal Reserve has no intention of changing the current interest rate environment and has no considerations for raising rates. There should be multiple supports for cryptocurrencies, traditional banks need to open bridges with crypto, and the overall long-term benefits of a soft economic landing are still quite sufficient.
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Pi is launched on the mainnet, CPI data rebounds, will the market be ruined?
In the morning, an announcement from Ou Yi about the launch of Pi suddenly caused a huge commotion in the depressed market environment, and the ensuing discussion accompanied the market throughout the day.
A CX project that has been running for seven or eight years, with more than 50 million participants, the largest Chinese community of middle-aged and elderly people participating, and a public GA project in many places, will be launched on the mainnet on the 20th of this month without any warning. Then the Ou Yi team announced the listing of spot goods at the first time, followed by BG. The Pi coin on the HTX platform rose 100% on the spot to the highest point of 100 points. Various potential records of getting rich quickly are flying all over the sky. Does the market really let everyone get what they want?
A CX project that has been running for seven or eight years, with more than 50 million participants, the largest Chinese community of middle-aged and elderly people participating, and a public GA project in many places, will be launched on the mainnet on the 20th of this month without any warning. Then the Ou Yi team announced the listing of spot goods at the first time, followed by BG. The Pi coin on the HTX platform rose 100% on the spot to the highest point of 100 points. Various potential records of getting rich quickly are flying all over the sky. Does the market really let everyone get what they want?
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Yesterday, Zhao, today, Peng cuts. Does BSC still have light?
CZ finally understood that helping others cut leeks is not as good as doing it yourself. TST, this test coin, was clearly played by him. First, this test token appeared in the official teaching video of the BSC chain, then it was mentioned by CZ, who also publicly disclosed the contract address. After retail investors rushed in, CZ decisively posted that TST had no involvement from him or the official side, triggering a primary crash. After that, a certain exchange directly listed it on the spot market, and after retail investors flowed into the secondary market, the price dropped fourfold. The light of BSC dimmed within just a few hours.
Ultimately, TST followed the same path as previous new coins, launching at a high position. Whether optimistic or pessimistic, there is only the option to short. In the context of a lack of liquidity, dreaming of CZ single-handedly reviving the entire chain market is simply wishful thinking. What do you think the early builders in the circle are here for? Without a long-term influx of liquidity, all market reversals are just pipe dreams.
Ultimately, TST followed the same path as previous new coins, launching at a high position. Whether optimistic or pessimistic, there is only the option to short. In the context of a lack of liquidity, dreaming of CZ single-handedly reviving the entire chain market is simply wishful thinking. What do you think the early builders in the circle are here for? Without a long-term influx of liquidity, all market reversals are just pipe dreams.
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Altcoins are facing the biggest crisis in the history of the crypto industry
As the Spring Festival holiday gradually comes to an end, the deserted city gradually becomes lively. In addition to bringing direct economic vitality, the flow of people may also bring influenza. The drowsiness of the past two days has eased a lot at night. Everyone should remember to protect themselves.
I saw many groups circulating a list of Coinglass's bull market escapes. None of the 30 indicators were touched. According to the previous experience of escaping the bull market, it is too early to talk about the end of the bull market. Apart from the big cake, there are only a few who can fight in the cottage. Of course, if the development of this round of market is beyond the previous experience and cognition, then everyone has to admit the loss, and there is nothing we can do.
I saw many groups circulating a list of Coinglass's bull market escapes. None of the 30 indicators were touched. According to the previous experience of escaping the bull market, it is too early to talk about the end of the bull market. Apart from the big cake, there are only a few who can fight in the cottage. Of course, if the development of this round of market is beyond the previous experience and cognition, then everyone has to admit the loss, and there is nothing we can do.
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Remove the SEC chairman, pardon the dark web boss; the one who understands still cares about the crypto market!
After the speech ended, TRUMP and MELANIA dove deep, leaving those who bought at high positions collectively baffled. The entire speech and the absence of any executive orders related to crypto on the first day led to a silent market, resembling the desolate state after a throng from a big city returns home for the holidays. It seems everything has come to a close, leaving many retail investors, who had high hopes for Trump, feeling despondent.
The greater the expectation, the greater the disappointment; the ancients did not deceive me. But is this really the case? Definitely not. From the perspective of the one who understands, as the leader, he has many important matters that require prioritization. The crypto market, which accounts for less than 4% of the U.S. stock market's value, is hardly a priority compared to the 80 executive orders issued on the first day.
The greater the expectation, the greater the disappointment; the ancients did not deceive me. But is this really the case? Definitely not. From the perspective of the one who understands, as the leader, he has many important matters that require prioritization. The crypto market, which accounts for less than 4% of the U.S. stock market's value, is hardly a priority compared to the 80 executive orders issued on the first day.
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Trump's market has started, and the opportunity for this sector has come!
After the CPI data was released last night, the market surged, and the three major U.S. stock indexes opened higher. The U.S. seasonally adjusted CPI annual rate at the end of December was in line with expectations and higher than the previous value, with the published data being 2.9%; the U.S. core CPI annual rate at the end of December was lower than the expected and previous value, with the published data being 3.2%. Judging from the current situation, the last economic data of the Biden team shows that their policies are successful.
The core CPI annual rate has stabilized the current rhythm, which means that the fundamentals of the market have not changed, and the macro-economic situation of the market has always been developing in a good direction. Therefore, if the price of the currency cannot go out of a reasonable range under this situation, it is really your own problem. If any sector has fallen instead of rising in the past week, you can just blacklist it in your future crypto career.
The core CPI annual rate has stabilized the current rhythm, which means that the fundamentals of the market have not changed, and the macro-economic situation of the market has always been developing in a good direction. Therefore, if the price of the currency cannot go out of a reasonable range under this situation, it is really your own problem. If any sector has fallen instead of rising in the past week, you can just blacklist it in your future crypto career.
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Ethereum almost became a joke
Yesterday, Bitcoin fell 0.01% and fluctuated 7%; Ethereum fell 3.97% and fluctuated 12.82%. Bitcoin briefly dropped below 90,000 points in the early morning and then quickly pulled back. The hourly line returned to above 91,000 points. Short liquidity was temporarily consumed. The daily closing price was around 94,500 points, returning to the bottom of the range amplitude support above 93,000 points. The panic was temporarily stopped.
The reason for the market's decline is not only the negative impact of the postponement of future interest rate cuts on the macro side that we mentioned earlier, but also the main reason is the joint leverage liquidation after the current sharp drop in market liquidity. The amount of leverage liquidation in the past 24 hours exceeded 300 million US dollars, and the short side of the liquidation chart was basically completely consumed.
The reason for the market's decline is not only the negative impact of the postponement of future interest rate cuts on the macro side that we mentioned earlier, but also the main reason is the joint leverage liquidation after the current sharp drop in market liquidity. The amount of leverage liquidation in the past 24 hours exceeded 300 million US dollars, and the short side of the liquidation chart was basically completely consumed.
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California wildfires burn 1.5 million Bitcoins
The California wildfires that shocked the world have now caused more than 16,000 hectares of land to be burned, including at least 12,000 buildings, including a considerable number of celebrity luxury homes. Wildfires are caused by climate change such as the whipping effect of water ripples and seasonal dry and strong winds such as the Santa Ana wind. It is known that most of the assets of the wealthy are stored in encrypted form, and when evacuating the fire area, they did not take away mnemonics or hardware wallets in time. At present, preliminary statistics show that the number of bitcoins that will remain permanently on the chain due to the California wildfires is about 1.5 million.
The data of 1.5 million burned coins is obviously exaggerated, accounting for more than 7% of the total Bitcoin. Logically, the possibility of confirmation is extremely low, but it is undeniable that a group of wealthy people’s mnemonics are indeed lost. Of course, in addition, for example, the famous director Feng, two mansions and inestimable collections were completely destroyed in the fire.
The data of 1.5 million burned coins is obviously exaggerated, accounting for more than 7% of the total Bitcoin. Logically, the possibility of confirmation is extremely low, but it is undeniable that a group of wealthy people’s mnemonics are indeed lost. Of course, in addition, for example, the famous director Feng, two mansions and inestimable collections were completely destroyed in the fire.
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The US government sold Bitcoin before Trump took office
Before the election, one of Trump's campaign promises was that he would never sell any Bitcoin in the hands of the government and would establish a national strategic reserve plan for Bitcoin during his term. On the eve of entering the White House, the U.S. Department of Justice approved the sale of $6.5 billion of Silk Road Bitcoins that were seized. Not a large number, but enough to cause damage!
No matter what Trump thinks, the coin was not sold during his term and he did not break his promise to everyone. He made all the decisions he should and should not make. What we should pay attention to is Trump's policy stance on the crypto market in the later period. If he maintains his previous enthusiasm and excitement, the next four years will be worth looking forward to.
No matter what Trump thinks, the coin was not sold during his term and he did not break his promise to everyone. He made all the decisions he should and should not make. What we should pay attention to is Trump's policy stance on the crypto market in the later period. If he maintains his previous enthusiasm and excitement, the next four years will be worth looking forward to.
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Is it possible that Trump stops at the door of the White House and does not move forward?
Less than 24 hours after the Bitcoin broke 100,000, with the postponement of the US Court of Appeals for dismissing the criminal proceedings against Trump's "hush money", Bitcoin fell directly back to the low point of this round of rebound, and the copycats hit a new low. Trump's road to re-entering the White House is simply too difficult. From Harris's lead at the beginning of the election to his comeback after a gunshot, if he is sentenced to prison in less than two weeks, it will really open the eyes of the world.
But objectively speaking, there is basically no possibility that Trump will be stopped at the gate of the White House, unless there is another uncertain extreme event (similar to shooting). After all, it is the largest hegemonic country on the planet, and it will not lose face. On the contrary, similar to the previous Fed's 2025 interest rate dot chart, the sentiment is more inclined to build momentum for Trump's strong entry. Only when the sentiment is desperate and reaches a low point in advance, Trump's friendliness to the crypto market can be fully reflected at a critical moment.
But objectively speaking, there is basically no possibility that Trump will be stopped at the gate of the White House, unless there is another uncertain extreme event (similar to shooting). After all, it is the largest hegemonic country on the planet, and it will not lose face. On the contrary, similar to the previous Fed's 2025 interest rate dot chart, the sentiment is more inclined to build momentum for Trump's strong entry. Only when the sentiment is desperate and reaches a low point in advance, Trump's friendliness to the crypto market can be fully reflected at a critical moment.
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Bitcoin is nearing a short-term high point, on-chain AI has excessive FOMO, and the market has diverged.
The heat around AI agents indeed seems to be a bit excessive. It is undeniable that for a long time to come, the concept of AI will become the main melody of both web2 and web3 in this world. However, from the perspective of grounded value, the underlying real application logic is what can support a project's market value.
The leading AI on the Solana chain, AI16Z, has currently surpassed a market value of 2 billion USD, while Virtual on the Base chain has a market value of 4.1 billion USD. Additionally, the newly listed Swarms on CEX has a market value of 422 million USD, all exceeding the market value of the project itself. The value positioning within this circle is simply outrageous. To put it bluntly, if one is disturbed by the rapid rise of on-chain AI in the short term and rushes in, they are likely to become a high-position holder during the short-term adjustment of the AI narrative.
The leading AI on the Solana chain, AI16Z, has currently surpassed a market value of 2 billion USD, while Virtual on the Base chain has a market value of 4.1 billion USD. Additionally, the newly listed Swarms on CEX has a market value of 422 million USD, all exceeding the market value of the project itself. The value positioning within this circle is simply outrageous. To put it bluntly, if one is disturbed by the rapid rise of on-chain AI in the short term and rushes in, they are likely to become a high-position holder during the short-term adjustment of the AI narrative.
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Three major narratives in 2025: DEX, RWA and AI
In contrast to the recent downturn in the secondary market, the primary market was as lively as the Double Holiday. On-chain AIs took over one after another, web2 and web3 rarely maintained a consistent frequency, the DEX platform Hyperliquid successfully broke out of the circle, with a net inflow of funds exceeding US$2 billion. Wall Street has accelerated its layout in the RWA sector, and related ecological construction has been carried out one after another.
Let's talk about AI first. I think the underlying logic of AI's long-term narrative comes from the development bottleneck of the current real society. After the third technological revolution, there have been few technological changes that subvert the times, and AI has brought the possibility of a new round of technological revolution. Even if it is just a possibility, the current technological pioneers are already flocking to it.
Let's talk about AI first. I think the underlying logic of AI's long-term narrative comes from the development bottleneck of the current real society. After the third technological revolution, there have been few technological changes that subvert the times, and AI has brought the possibility of a new round of technological revolution. Even if it is just a possibility, the current technological pioneers are already flocking to it.
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Fear Index Hits New Low This Month, Grayscale Accelerates Bottom Fishing, Are New Opportunities Coming for Altcoins?
The celebrity effect of Trump and Grayscale is now evident. The Grayscale series of ZEN has surged over 50% in less than two days since I mentioned it. Of course, I currently have no holdings of this trending item. Another Grayscale darling, LPT, has seen nearly a 100% increase in my holdings. Whether yesterday or earlier, the five-fold coin sequence has shown that this wave can lead a large part of the crowd.
The bottom of the short-term market is expected to be established around Christmas. After Christmas, with the end of Western holidays, off-site capital will continue to flow in positively. Currently, in extreme situations, looking at Bitcoin, as the short-term long and short positions are weakly poised, it is highly likely to maintain low-frequency spikes to hit the previous low position and stop the decline. The bottom has already achieved a double rebound; it can't happen a third time.
The bottom of the short-term market is expected to be established around Christmas. After Christmas, with the end of Western holidays, off-site capital will continue to flow in positively. Currently, in extreme situations, looking at Bitcoin, as the short-term long and short positions are weakly poised, it is highly likely to maintain low-frequency spikes to hit the previous low position and stop the decline. The bottom has already achieved a double rebound; it can't happen a third time.
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Trump increases his holdings in Grayscale to buy at the bottom, what should retail investors do?
WLFI, a Defi project supported by the Trump family, added 2.5 million USD of Ethereum yesterday after Ethereum plummeted, with an average price of 3461 points. After adding positions, the highest floating loss was about 10% yesterday, and it has begun to make a profit. Grayscale Foundation also bought XLM, LINK, BAT and ZEN at the bottom in the short term, and ZEN directly led the market. Most retail investors were busy selling their stocks, and they were completely confused and overwhelmed.
In terms of positions, the withdrawal of Sanshu's personal account was still within 10% the day before yesterday, but it soared to more than 20% yesterday. Some tokens in the liquidity account were almost halved, but fortunately they have recovered a lot. When the market bubble burst, everyone was the same. The fake dog dealers took advantage of the situation and harvested, but only they won. People with weak wills will hardly persist until the tide comes.
In terms of positions, the withdrawal of Sanshu's personal account was still within 10% the day before yesterday, but it soared to more than 20% yesterday. Some tokens in the liquidity account were almost halved, but fortunately they have recovered a lot. When the market bubble burst, everyone was the same. The fake dog dealers took advantage of the situation and harvested, but only they won. People with weak wills will hardly persist until the tide comes.
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Your uncle is always your uncle; a single sentence from Powell causes a global financial market collapse!
Sister Yi was ultimately right; if you are not optimistic about this market, decisively go short. This wave of waterfall wash has made profits.
At 3 a.m. this morning, the Federal Reserve cut interest rates by 25 basis points as scheduled, bringing rates down to the 4.25%-4.5% range. After a brief release of positive sentiment, the median of the dot plot rose to 3.9%. This anonymous prediction implies that the probability of interest rate cuts in 2025 will likely be around two times. Thus, the short-term market crash is not due to the poor performance of interest rate cuts, but rather due to upcoming expectations that have caused the collapse.
The Dow has recorded the largest consecutive trading day decline in 50 years, and the Bitcoin-dominated crypto market has followed with a flash crash. The U.S. dollar index has shot up suddenly. Additionally, it seems our central bank is also in great distress, just signaling to unleash liquidity; now the Americans have paused interest rate cuts—how will they manage?
At 3 a.m. this morning, the Federal Reserve cut interest rates by 25 basis points as scheduled, bringing rates down to the 4.25%-4.5% range. After a brief release of positive sentiment, the median of the dot plot rose to 3.9%. This anonymous prediction implies that the probability of interest rate cuts in 2025 will likely be around two times. Thus, the short-term market crash is not due to the poor performance of interest rate cuts, but rather due to upcoming expectations that have caused the collapse.
The Dow has recorded the largest consecutive trading day decline in 50 years, and the Bitcoin-dominated crypto market has followed with a flash crash. The U.S. dollar index has shot up suddenly. Additionally, it seems our central bank is also in great distress, just signaling to unleash liquidity; now the Americans have paused interest rate cuts—how will they manage?
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He Yi: If you don't believe in it, you can short it! Has the crypto space truly become a slaughterhouse for capitalists?
The market sentiment these days has been incredibly weak, yet Bitcoin continues to make new highs. This wave of market action has firmly established it as a Bitcoin bull market, while altcoins continue to follow Ethereum in a dire state. If Ethereum cannot break through as expected in the upcoming phase, doubts about whether the altcoin season will arrive are likely to escalate.
This afternoon, under already poor market conditions, a certain Web3 wallet launched an X Space, announcing the opening of an Alpha column for the market to decide on the specific categories of tokens that could be listed. Just when I wanted to make a big move, I ended up being hit hard, and the public outcry against a certain token suddenly escalated.
This afternoon, under already poor market conditions, a certain Web3 wallet launched an X Space, announcing the opening of an Alpha column for the market to decide on the specific categories of tokens that could be listed. Just when I wanted to make a big move, I ended up being hit hard, and the public outcry against a certain token suddenly escalated.
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On-site demand rapidly depletes, Bitcoin rises and adjusts, and a big move for Ethereum is coming.
This morning, Bitcoin surged again, refreshing its historical high to around 106,600 points, with market sentiment starkly different from Bitcoin's new high, showing no hint of celebratory atmosphere. As altcoins continue to decline, the pessimistic sentiment in the market is gradually intensifying, resembling the calm before the storm.
The recent new high for Bitcoin does not belong to liquidity intervention, judging from the outcome of the Coinbase premium being directly equalized, but rather is a market reaction caused by the sharp increase in short contracts and the accumulation of bullish momentum. The subsequent market pullback also indirectly indicates a conservative attitude of short-term capital.
The recent new high for Bitcoin does not belong to liquidity intervention, judging from the outcome of the Coinbase premium being directly equalized, but rather is a market reaction caused by the sharp increase in short contracts and the accumulation of bullish momentum. The subsequent market pullback also indirectly indicates a conservative attitude of short-term capital.
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ETH is about to break through and head towards historical highs
If all goes well, after this round of pullback and rebound, Ethereum will once again undergo a chip turnover near the 4000 mark, and then begin the leading trend of altcoins. From a trend perspective, this day is not far off; optimistically, we could see it before Trump takes office, after all, the current price increase is only a percentage increase of a little over twenty points.
Such high confidence primarily comes from the macro trend leading rotation logic. Although Ethereum is weak and the market is stagnant, it has never been absent in terms of the market size and height it should have. Secondly, last week's turnover of the heavy chip area near the 4000 position, which is correlated with the major coin, indicates that this time the vehicle is much lighter.
Such high confidence primarily comes from the macro trend leading rotation logic. Although Ethereum is weak and the market is stagnant, it has never been absent in terms of the market size and height it should have. Secondly, last week's turnover of the heavy chip area near the 4000 position, which is correlated with the major coin, indicates that this time the vehicle is much lighter.