Last night, the US stock market had a bad start in 2025. Crypto stocks were rising well before the market opened, but Tesla and Apple brought the market down as soon as the market opened. Crypto was also affected by these two big brothers. Bitcoin reached a high of around 97,800 yesterday, but was pulled down by the US stock market in the middle of the night. Last night, BlackRock BTC ETF suffered a large net outflow of US$330 million. In fact, since December 19, BlackRock ETF has been performing poorly, either with capital outflow or zero.
Yesterday, the internal reminder was 97769 suppression and the idea of not chasing the rise. The aggressive order just achieved profit. The price of Bitcoin is 96547. From the range of 4H to daily lines, you can do it around the rising section on the night of the 1st. Short-term suppression is 97722~98363 (after breaking through, the rising space will be opened, and you can enter when it falls back), the second suppression is 103511~105125, and the mid-line support is 88845~87227 (1:2, regular fluctuations will not reach, and sharp declines are optional)
Betting on a breakthrough aggressive order: enter at the current price of 96538~94610 (1:2), stop loss at 94110 (1H entity), betting on a breakthrough of the suppression level, and close while you are ahead.
Although the US market is closed for only one day for Christmas, because Christmas and New Year’s Day are very close, many institutions will take a long vacation of more than two weeks at this time point. "As cattle and horses," those who are still working during this period are short of money or are dumping the market. The real big funds should return next week. After all, Trump will take office on January 20. It is more reasonable to hype the Trump market two weeks in advance. The predicted price is basically not lower than 150,000. I personally think that Bitcoin has a chance to reach a new high in the next two weeks. I remember Trump told the media in December that he hoped that the price of Bitcoin would reach 150,000 when he took office. Even if this goal cannot be achieved, it should be possible to achieve a new high and break through 110,000. The focus in the near future can be appropriately tilted towards the chain. The recent money-making effect on the chain is very good, and golden dogs continue to be born on the chain.
1.buzz, doing AI+DeFi
Dev jsonhedman won the first place in Microsoft Generative AI Hackathon. It quickly reached a market value of 40m in a few hours. I remember it was still 4m when I first saw the code. If you rush a little slower, you will not be able to get on the train. Now the market has reached the period of getting on the train first and then studying. Many projects did not get on the train in time, so they can only switch to the next one;
2. Sandy, who does AI video rendering
It is also a big milk concept meme. It came out yesterday. The highest fdv reached 33m, and now it has 24m. Asym is a trading AI, and it also took off today. The fdv reached 20m.
3.swarms 、zailgo 、mcs
The top of these three projects is the same person, and their growth rates are also the same. Swarms fdv has reached 200m. A week ago, it was only about 20m, and now it has grown into a small blue chip. Zailgo is also a framework agreement, and Twitter also takes abstract into consideration. It has doubled today, and its fdv is now 64m.
I called out AI agents again on Monday (Bitcoin plummeted 2,000 points! Grayscale added 6 new tokens in Q1 2025! AI Agents soared! Buy the bottom and lock in these directions!) Today, I also analyzed in the internal group why Binance only lists contracts for AI agents. Many of its projects have FDV far greater than the liquidity of the pool. For ai16z and virtual, which are worth billions of dollars, they will only be listed on the spot market after Binance has collected enough chips. Compared with these, I think that AI memes such as goat, which have been falling since they were listed on Binance futures, will be listed on the spot market earlier. High-quality AI agents with FDV of 50m-500m will have the opportunity to be listed on Binance spot in the future.
Finally, I will reply to the high-quality coins of ai agemt. I chose the following (these projects will be listed on Binance)
1. Virtual series:
aixbt 、game 、luna 、vader 、trust
2.ai16z Ecosystem:
Eliza, degenai, fxn, metav, aimonica
3. Three small ecosystems:
vvaifu, hat, CreatorBid, just choose the absolute leader among these three
4. Independent ecological project:
griffin、zerebro、fai、arc、zailgo、alch、swarms、snai、trisig 等等
One step ahead: As long as you adjust your positions to these altcoins, you can basically get most of the beta returns of this bull market. When you really feel that it is the altcoin season, it is time to leave the market instead of buying in, so those who understand will understand.
