刘多鱼

Wall Street has gained actual control over Bitcoin, and miners no longer have the ability to influence the market.
This is something I have been emphasizing over the past year, and it is also the reason why I have asserted that Bitcoin will enter a small peak before the halving. Brother Zhao’s visit to the United States means that the ETF application must be approved, although this sounds like It's like a conspiracy that has been laid out for a long time, but it is a conspiracy. When people were still talking about how they would not take over Bitcoin at a high price, Wall Street already had actual control over Bitcoin. This is the reality. They can influence the market, not only the crypto market, but they can influence the world's rich businessmen and celebrities, and even wars. In previous articles, I have emphasized many times that the market value of Bitcoin is as simple as buying a stuffed toy for them to play with. I also firmly believe that they are not targeting the three walnuts and two dates in our hands and spending several years planning to use their century-old reputation to endorse Bitcoin. They must be targeting wealthy businessmen and celebrities. Is it really impossible to apply for approval five years ago? Obviously it can be applied for approval, but at that time, miners' income could influence the market, and applying for approval before this halving means that miners have lost their ability to influence the market. You may not believe it, but the fact is that Wall Street is about to control a financial world that exists with the Internet, and it is still a year-round engine. As long as they use some tricks to let giants such as Google, Apple, Microsoft, and Buffett buy and store them, technology companies and wealthy people around the world will follow suit. This is the trend. Do you think this is enough? After they promote Bitcoin to the altar, they will also promote the tokenization of real assets. This is a trillion-dollar market. #内容挖坑 #BTC $BTC $BNB $SOL

If starting from 1 million RMB, with a compound interest of 20% for 700 times, the final amount is approximately 2.67 \times 10^{61} RMB. This number far exceeds the total wealth on Earth, and is even more exaggerated than the total amount of known matter in the entire universe.

Every time I predict the exact point of the Kol in my friend circle, you all can delete me～

I've known you for several years, you all are making money every day, I even doubt if you are trading on both sides?

Every major market trend has been accurately predicted, and every time, no matter what coin goes up or down, you can make a profit. Do you know how exaggerated it is for you to earn tens of thousands of U.S. dollars every time and compound it?

$BTC $ETH $BNB #btc #eth #bnb

What will the Americans' strategic layout be next?

1. In addition to using a basket of cryptocurrencies as a strategic reserve, introducing tech giants for reserves will allow the dollar system to maintain its core position in the era of digital assets, while absorbing market liquidity and maintaining stability in the capital markets.

Drive U.S. stock giants like Apple, Microsoft, Google, and Tesla to lay out in crypto assets, incorporating Bitcoin, Ethereum, and others into their balance sheets, similar to the MicroStrategy model from back in the day, ensuring that U.S. capital maintains dominance in digital assets.

It cannot be ruled out that the Federal Reserve or the U.S. Treasury will consider using some crypto assets as "non-traditional strategic reserves" in the future; they may not openly acknowledge this but could achieve it indirectly through institutional holdings and tech giants.

They may encourage Wall Street and large enterprises to increase their cryptocurrency allocations through tax policies and compliance frameworks, allowing U.S. capital to gradually control the main liquidity in the crypto market.

The crypto market will benefit in the long term, but the decentralized nature of crypto assets may further weaken, and the influence of U.S. capital on the market will grow stronger.

2. Advance RWA and stablecoin legislation to thoroughly consolidate the dollar's dominant position in the crypto market.

Make the dollar the only anchor currency with core advantages in the on-chain world, ensuring the absolute dominance of U.S. Treasury bonds and U.S. assets in the digital financial system.

Strictly regulate dollar stablecoins like USDT and USDC through legislation to ensure they are fully controlled by U.S. financial institutions while accelerating the promotion of compliant stablecoins (like Circle's USDC and PayPal's PYUSD) to become the mainstream for global on-chain settlements.

Promote the tokenization of RWA assets like U.S. Treasury bonds, MBS (mortgage-backed securities), and corporate bonds to ensure that the underlying assets of on-chain finance are still anchored in dollars, maintaining the dollar system's attractiveness to global capital.

In the future, stricter regulatory measures may be introduced to limit the use of USDT and others in the U.S., while supporting compliant U.S. stablecoins to achieve absolute discourse power for the dollar in the on-chain financial world. The dominance of the dollar in the crypto world will be further strengthened, forming a closed loop of on-chain dollar finance with RWA + stablecoins + U.S. Treasury bonds. The core of promoting Bitcoin ETFs is not just to combat inflation, but to introduce RWA + stablecoins + U.S. Treasury bonds. The reason I can anticipate a basket of cryptocurrencies is that I am aware of the approximate final layout.

Trump has been in office for more than three months and there is no difference from the past three years!

Heard that everyone loves analyzing the macro? Heard that everyone likes low-multiplication contracts? Likes leverage? Likes MeMe? Likes strategic reserves? Likes to play stimulating things?

Trump: Sorry, my mouth is the market indicator. Who cares whether you're trading MeMe, Bitcoin, or gold? As long as I'm happy, tomorrow Pi can also be a strategic reserve!

$BTC $ETH $BNB #btc #eth #bnb

Trump's strategy can be summarized as follows: create external contradictions, cover up internal issues, forcibly shift risks, and ultimately make the world pay for America's economic troubles.

The core dilemmas currently facing the United States are:

1. Persistently high inflation — Fear of worsening inflation prevents interest rate cuts, while fear of economic recession prevents maintaining rates.

2. The government is out of money — Record deficits, a debt crisis, and interest expenditures at an all-time high.

3. Global economic stagnation — Capital markets need a new story to maintain confidence.

Trump's response strategy = Trade war + Creating crises + Shifting burdens

Economic policy: Interest rate manipulation + Capital repatriation

The goal is to make global capital bear America's economic pressures and ensure the advantage of the dollar.

The Federal Reserve's policy: May repeatedly test the waters between high interest rates and rate cuts, using market sentiment to drive demand for dollar assets as a safe haven. By creating global economic uncertainty, it keeps the stimulus funds from the Biden era within the U.S. market. It continues to promote topics like AI, semiconductors, energy independence, and cryptocurrencies to attract global funds to stay and invest in the U.S. market.

Injecting liquidity to rescue the market: The ultimate scapegoat method

The aim is to create enough financial turmoil globally, and ultimately reshuffle through the Federal Reserve's liquidity injection.

When the market becomes unstable due to various policies, the U.S. government can justifiably announce an economic stimulus plan under the pretext of "restoring market confidence," once again injecting liquidity to rescue the market.

However, the cost of this liquidity injection is the reshuffling of global industries, with America ensuring that funds flow into asset classes it controls such as U.S. Treasuries, U.S. stocks, and digital dollars, ultimately leading to turmoil in the world economy, with the U.S. market draining resources again, making the world pay for the continuation of dollar hegemony. During Trump's term, stablecoins are likely to exceed a market size of 1 trillion U.S. dollars.

$BTC $ETH $BNB #btc #eth #bnb

The matter of strategic reserves has achieved equality among all beings; in the future, no Bitcoin will be more noble than altcoins, and there will be no distinction between American and Asian systems, as all beings are equal.

Firstly, the current cryptocurrency market does not produce any value, but we can have expectations for the future. This is a long-term endeavor, and the future of the cryptocurrency market does not solely depend on Bitcoin. We hope for Bitcoin's strategic reserves, but it is more likely that a sovereign fund established by the United States will increase its holdings in a basket of crypto assets, which is more beneficial for the long-term development of the market. If funds are only concentrated in Bitcoin, then the cryptocurrency market will be a short-term venture, and everyone will criticize the leading figures. This would be more damaging to the overall interests of the community than the collapse of FTX or Luna, and funds will inevitably skew downwards.

I don't want to explain too much; I hope everyone cherishes the future. This is just the beginning of competition, not the end. Blockchain is a diverse world.

$BTC $ETH $BNB #btc #eth #bnb

A list of the RWA issuance and market share of the main public chains is compiled. The Ethereum ecosystem still occupies a dominant position. Base is more worthy of attention. Base is trying to bring Coinbase stocks to the chain.

This chart does not include the public chain stablecoin share. The stablecoin share is still dominated by Ethereum, TRON, and Sol, among which the Sol stablecoin has a very strong increase.

$BTC $ETH $BNB #btc #eth #bnb

The god-level prediction of strategic reserve operation, today's incident only tells us one thing, strategic reserves are not only Bitcoin, breaking the strategic reserve single on Bitcoin is a good thing.

Encryption is not only Bitcoin, nor is it only US currency, this is a free market.

#btc #eth #sol $BTC $ETH $SOL

I think that we have been living in a world of economic recession since the epidemic, but the government's regulatory measures have kept people in an optimistic state. Although government intervention and the promotion of Ai technology have brought positive outlooks, they have not solved the essential problems. Although Ai has huge potential, it takes time to accumulate on the economic side. The excellent performance of a few assets in the past few years has concealed the bad side of most assets.

Compared with studying whether there will be a recession next, I am more willing to study the funds concentrated in gold, Bitcoin, the seven giants of US stocks, and US bonds in the past few years. How to operate next, the world will definitely reach a new consensus on cooperation during Trump's term. At present, this is a very difficult thing to avoid.

I also feel sorry for the people in the currency circle. When it rose in December, I knew that there would be large fluctuations next. That month, I even persuaded people to put 30% of the high-profit funds in the platform currency for risk hedging for a long time. At that time, every token was rising, and every time it was issued, I would be laughed at. Later, I got used to not persuading people anymore, and even disbanded that boring group.

I still think there are huge opportunities waiting for everyone in the future. It is not just a hunch. Digital currency will become a tool to hedge the risks of traditional financial markets.

Ever since I had my teeth pulled, I have been feeling anxious and my brain is a bit slow. I don’t know why. I always feel that my brain is missing some memory. Maybe it’s because of the anesthetic.

$BTC $ETH $BNB #btc #eth #bnb

If you don't understand that this is the beginning of the capital dispersion effect, you will keep losing.

If you think this decline is caused by tariffs and expectations of inflation rate cuts, you will keep losing.

If you believe this is the beginning of a bear market and not another starting point, you will keep losing.

If you had ever taken my advice not to chase too much capital on the secondary MeMe, you wouldn't think this is a bear market today.

I don't want everyone to be underwater, but when Sol was above 250 dollars, I heard of Sol being 500; when Sui was at 5 dollars, someone privately talked to me about Sui being 20 dollars; someone told me that PNUT was the next Shib.

Now I tell you this is the beginning of the capital dispersion effect, take care of yourself, use less leverage, and avoid FOMO and FUD.

$BTC $ETH $BNB #btc #eth #bnb

Swinging around, it's almost time for a V-reversal, with capital tilting from top to bottom.

Rather than saying it's a drop, it's better to say this is the beginning of the capital dispersion effect. Next, quality tokens will rise until a new bubble forms; the crypto space remains the same. Bitcoin has dropped 20% from its peak, Ethereum down 40%, Solana 53%. Tariffs and inflation have long been reflected in the prices, so don't panic over small surprises.

Reallocate your funds towards quality tokens and find the next hotspot where consensus is concentrated. There’s no real distinction between VC coins and Meme coins; wherever there’s a lot of money, there’s a drop, and that’s the consensus. The image below shows a fan's holdings from December 24th. At the time, I was quite shocked by this allocation method, but after seeing many such holding strategies, I realized he probably wasn't someone who was paying attention to me.

Keep it up 👏

$BTC $ETH $BNB #btc #eth #bnb

It is somewhat surprising that in this cycle, BNB is the most resilient cryptocurrency after Bitcoin.

From the data, during this cycle, many mainstream cryptocurrencies have seen significant price declines. Bitcoin has dropped from its historical high of $1,098,588 to its current price of $89,440, a decrease of about 18.66%. ETH peaked at $4,107, but its current price has fallen to $2,400, a decline of over 40%. Meanwhile, mainstream cryptocurrencies like Sol, Link, XLM, ADA, DOGE, and SHIB have experienced peak declines generally over 50%. However, it is a bit surprising that SHIB has plummeted as much as 71.43%, while BNB has only retraced 23% from its peak, which is also quite unexpected.

Currently, the panic from the theft of By is spreading from Bitcoin ETF sell-offs to the entire market. There is no need to look for reasons why prices are dropping; the core reason is safety bias. Bitcoin ETFs are also in a custodial state, and most Bitcoin ETFs are in a state of unrealized gains, so these traditional funds are more concerned about safety issues.

$BTC $ETH $BNB #btc #eth #bnb

In the past 24 hours, the cryptocurrency market has seen an outflow of over $110 billion.

One can think of the $1.5 billion stolen amount; panic will emerge in the market on Monday, whether it be Bitcoin or Ethereum. In fact, this is not so much a bias of traditional finance against cryptocurrency; after so many years, the security infrastructure of cryptocurrency has made no progress, especially regarding how Bitcoin private keys are stored and inherited. Traditional finance has better and safer solutions.

The most obvious problem with cryptocurrency is the management and inheritance of private keys. Ownership of Bitcoin and other crypto assets completely relies on the control of private keys, placing cryptocurrency investors at unprecedented security risks.

After seeing that by linking assets 1:1, one can imagine that panic will spread among Americans when they wake up on Monday; I even once dreamed of a scenario where all Bitcoin held in CB custody was stolen at once.

In the long run, I still hold a positive outlook; the arrival of Ethereum's upgrade to account abstraction may change the security mechanism.

The bias of traditional finance against cryptocurrency stems from the overly singular and fragile nature of cryptocurrency's security.

$BTC $ETH $BNB #btc #eth #bnb

Tokens related to Ethereum upgrades have positive news, Strk has the largest decline and this token likely has fewer buyers. The direct beneficiaries of the Ethereum upgrade are the staking sector, followed by L2. Currently, the market is falling, which is understandable. By being stolen, traditional funds are fleeing. Many traditional finance people who just encountered cryptocurrency will definitely panic when faced with theft, especially with an amount of 1.5 billion dollars, so the sell-off on Monday is not surprising. The private key is the most powerful part of the cryptocurrency system, and also the most vulnerable part.

1. ZK fell from $0.24 to $0.10, a decline of 58.33%

2. LDO fell from $4.00 to $1.50, a decline of 62.5%

3. OP fell from $4.80 to $1.00, a decline of 79.17%

4. METIS fell from $147.00 to $27.00, a decline of 81.63%

5. ARB fell from $2.40 to $0.40, a decline of 83.33%

6. SSV fell from $66.00 to $10.00, a decline of 84.85%

7. Strk fell from $2.60 to $0.21, a decline of 92.31%

$ETH $BTC $BNB #eth #btc #bnb

Suddenly I don't think By was stolen by North Korea. This group of hackers laundered coins and issued two MeMe coins, one for Qin Shi Huang and one for Terracotta Warriors. (Try not to rush, it may affect your account) And there is another doubt. The original first handling fee for the hacker to deploy the contract was the coin withdrawn from Binance.

In theory, top hackers and top techniques should not be so sloppy, they should be more secretive, and it is unreasonable for the top hackers to withdraw the original handling fee for deploying the contract from Binance.

The speed of this round of money laundering is also more sloppy than usual, which is considered to be a direct start. From the perspective of the coin laundering method, it is a bit too arrogant. Such arrogant hackers have never been seen in history.

Legally speaking, in the absence of clear evidence to arrest the parties, all suspicions are usually called "speculations" or assumptions. In court, speculation or assumptions are not equivalent to evidence. Without sufficient evidence, any suspicion cannot be used as a basis for conviction.

It is not ruled out that the general is just a scapegoat, and according to the general's character, he would not dare to steal the Chinese currency and send Qin Shihuang and the Terracotta Warriors to humiliate people. Things are becoming more and more interesting~

$BTC $ETH $BNB #btc #eth #bnb

CatFOMO continues to build!

$BTC $ETH $BNB #btc #eth #bnb

By had 500,000 ETH stolen, and the Ethereum community refused to roll back the transaction.

At present, By has repurchased 100,000 ETH from various channels, exposing a very serious problem.

Although the exchange assets are pegged at 1:1, they only hoard a large number of stablecoins, and can only repurchase a large number of crypto assets from the market when dealing with emergencies.

1.5 billion US dollars is affordable for By, but who can guarantee that 500,000 ETH will not become 3 billion US dollars tomorrow? I don’t think anyone can make this guarantee.

As I said in the group, hackers may have to wait until the next bull market to wash these coins, and by can only solve the time for 500,000 Ethereum as soon as possible, after all, the gap is not 1.5 billion US dollars in stablecoins.

#bybit被盗 $BTC $ETH $BNB #btc #eth #bnb

Guess what the general is thinking at this moment🤔

$BTC $ETH $BNB #btc #eth #bnb

Bybit's treatment of the theft is equivalent to shorting ETH and bridging loans.

But don't panic too much, the hacker stole Bybit's 1.5 billion US dollars of ETH from the fees withdrawn from Binance

This is a very funny story😂

$BTC $ETH $BNB #btc #eth #bnb

The value of this sentence on February 12 is still rising. Don't take shorting new coins as a consensus. If you develop a consensus, you will be dizzy.

Air force can go bankrupt with just one coin. Three days ago, I reminded you to be sober enough not to be bearish on the market.

I saw that many people were blown up. The shorts made money quickly and left quickly. Don't be stubborn. Watching quietly is the best respect for your wallet.

$BTC $ETH $BNB #btc #eth #bnb