#BTC

Qualquer IP é um ativo de alto risco Atualmente, o BTC está em linha com a tendência da época. Em comparação com o ouro antigo, o BTC é mais favorecido pela geração mais jovem. Ganhar os jovens significa ganhar o futuro Quando a geração millennial gradualmente assumir o centro dos tempos, o BTC também dará início ao seu momento de glória.

#2025超级大牛市

2025年币圈叙事主要内容包括以下几个方面：
比特币获得经济牵引力： 比特币ETF的推出标志着加密货币与传统金融融合的里程碑，吸引了大量资金流入，并推动了比特币从投机资产向主流金融工具转型。
比特币：独特的避险资产： 比特币的金融主权、去中心化特性以及与其他资产的低使其成为一种独特的避险资产，具有抵御经济不确定性和市场波动的能力。
2025年值得关注的加密股票： 预计2025年将成为“加密IPO之年”，Circle、Kraken、Anchorage Digital、Chainalysis、Figure等公司有望上市，Coinbase市值可能超越传统金融机构。
稳定币市场2025年或翻倍： 稳定币市场市值在2024年2000亿美元，预计2025年将实现翻倍增长，其广泛应用将促进金融普惠性、提高交易效率。
RWA：2025年的重要加密叙事： 现实世界资产（RWA）的Token化将提升金融市场的流动性、透明度和可访问性，预计2025年市场规模将显著增长。
AI代理将迎来指数级增长： AI代理在加密生态系统将扩展到多个领域，其数量预计将迎来激增，并推动市场动态变化。
以太坊Blob费用市场有望突破10亿美元大关： EIP-4844的实施将推动以太坊Blob空间使用的快速扩展，预计2025年Blob费用市场将突破10亿美元大关。

Se o responsável vier, com certeza vou dar uma surra nele.

#如何在币圈从业
In addition to the simplest thing in the crypto space, which is trading cryptocurrencies,
whether trading cryptocurrencies is profitable is still not certain.
However, one can also work in the crypto space and engage in trading-related activities,
such as quantitative trading.
With the popularization of AI applications and the practice of agents in web3,
one can train their own trading models,
such as on-chain data analysis.
By obtaining trading data from the blockchain, such as Bitcoin, ETH, SOL,
and data from public chains like BNB, you can help identify early projects and decide whether to invest.
Alternatively, you can provide data support to KOLs who need it.

$ICP
icp hub 中国 北京线下沙龙
现场来了30多人 都是新用户
新进入web3行业和币圈的
icp对于老韭菜们来说 都非常熟悉 且有不少人一直被套牢
对于新韭菜来说还不知道 不太了解 觉得icp的潜力大 有必要深入了解一下 或者投机一下。

$FTM
As of January 12, 2025, the status of FTM is as follows:
Price and Trading Situation
• Price Fluctuation: FTM rose over 15% in 24 hours on January 2, 2025, temporarily reported at $0.796, but the price subsequently declined. As of January 9, 2025, at 19:30, the 24-hour price was $0.695698, with a 24-hour low of $0.630588.
• Delisting of Trading Pairs and New Trading Pairs Coming Online: Binance will delist the existing FTM spot trading pairs and cancel all pending FTM spot trading orders on January 13, 2025, at 03:00 (UTC). On January 16, 2025, at 08:00 (UTC), it will open spot trading for S/BTC, S/BNB, etc. In addition, Coinbase International plans to suspend FTM-PERP trading on January 24, 2025.
Project Development Status
• On-chain Data: Although FTM's TVL has significantly decreased, it still ranks sixth, and the number of on-chain addresses has not decreased due to previous panic, but has instead steadily increased. As of December 30, 2024, Fantom's blockchain activity surged, with new addresses growing by 38.46% in the past week, active addresses increasing by 23.52%, and zero-balance addresses rising by 63.51%. This growth reflects increasing interest and participation in the ecosystem.
Market Sentiment and Future Expectations
• Market Sentiment: Market sentiment towards FTM is somewhat complex. On one hand, the news of Binance delisting FTM spot trading pairs and launching the new trading pair S, as well as Coinbase International suspending FTM-PERP trading, may have some impact on market sentiment; on the other hand, FTM's technical advantages and ecological development still attract the attention of some investors.
• Future Expectations: The future price trend of FTM is difficult to predict. From a technical indicator perspective, as of December 30, 2024, FTM's price has remained within a narrow range, with key support at $0.7316 and resistance at $0.9671. Breaking through the resistance may push the price towards $1.08, while failing to maintain the support could lead to further losses. In the long term, as long as FTM's fundamentals are intact, there is hope for a comeback, but attention must also be paid to market dynamics and project development status.

#还有山寨季？
A participação do volume de negociação de altcoins atinge 78%
As altcoins estão em uma fase de consolidação no fundo
No entanto, as novas altcoins lançadas estão basicamente em queda 📉 e podem romper o preço de emissão
Não se deixe enganar a pegar a queda!

Cleaning the plate

#你看好哪些币
$btc
$sol
$bnb
$doge
$pepe
$people
$sui
$ton
….

#市场调整策略
Tell me what prompted you to enter the crypto space
I've been thinking about why I bought this coin and that coin
When I make money from this coin, I firmly believe that my understanding has reached a new level. When I lose money on that coin, I doubt my choices and feel that I am not as skilled as others
In fact, it's not true. If you go through the mainstream coins and new coins on the exchange
You will find that the projects and teams behind these coins have not yet brought the project into a profitable state and have been consuming funds. But why do these coins still rise?
Because of market makers, like the operations of winterrunner, which is the so-called big players controlling the market, controlling the trend of coin price fluctuations.
Speculating on which coin will make money in the secondary market is very random. Some people feel they are good at picking coins, but they are actually only making small profits, excluding leveraged contracts.
Speculating on coins has a gambling nature, and the randomness and speculative nature are very high (refer to so-called value investing).

Investir em criptomoedas requer atualização constante do seu conhecimento e estrutura cognitiva.
1. Aprendizado contínuo e atualização cognitiva
Esta indústria muda muito rapidamente, e não só é necessário entender conhecimentos financeiros, mas também ter uma compreensão abrangente sobre tecnologia, políticas e tendências do mercado. Por exemplo, o impacto das eleições nos Estados Unidos este ano foi muito significativo, portanto, gastamos muito tempo pesquisando a probabilidade de vitória de Trump e possíveis direções políticas, tornando-nos até certo ponto 'especialistas' nas eleições americanas. Além disso, com o surgimento constante de novas áreas (como DeSci e DePINi), continuamos a investir energia para aprender e entender esses campos.
2. Uso cauteloso de alavancagem
Os riscos da alavancagem precisam ser enfatizados repetidamente em cada ciclo de mercado. Na última semana, vimos criptomoedas não convencionais ter uma correção de 20%-30%, e posições com alavancagem acima de três vezes podem já ter sido liquidadas. Mesmo em um mercado em alta, alavancagens excessivas podem levar a perdas enormes. Portanto, recomendo que os investidores sempre controlem a proporção de alavancagem, especialmente em situações de alta volatilidade do mercado, mantendo uma boa consciência de gerenciamento de riscos.
3. Foco em áreas ou ecossistemas específicos
Uma grande parte do 'Alpha' de investimento vem da pesquisa aprofundada em uma área ou ecossistema específico. Escolha uma área de seu interesse, compreenda profundamente sua tecnologia, comunidade e desenvolvimento ecológico, e até conheça as pessoas-chave. Por exemplo, embora nossa instituição tenha mais recursos, no caso da Sui, devido à falta de acompanhamento adequado do desenvolvimento de seu ecossistema, perdemos a oportunidade de valorização. Já os membros da comunidade que realmente entendem a Sui podem ter percebido que seu valor estava subestimado e rapidamente se posicionaram quando o mercado começou a se aquecer.
4. Vantagens dos investidores de varejo
Os investidores de varejo possuem flexibilidade e vantagem na tomada de decisões rápidas em comparação com as instituições. Por exemplo, o token da Hyperliquid foi lançado na sexta-feira e triplicou de valor no fim de semana. Investidores institucionais, devido ao longo processo de decisão, muitas vezes não conseguem responder rapidamente, enquanto os investidores de varejo podem aproveitar seu julgamento e agilidade para aproveitar essas oportunidades. Essa flexibilidade permite que os investidores de varejo se destaquem em certas situações até mais do que as instituições de investimento profissionais.
Em resumo, estratégias de investimento bem-sucedidas incluem aprendizado contínuo, uso cauteloso de alavancagem, pesquisa aprofundada em áreas específicas e aproveitamento da flexibilidade dos investidores de varejo para capturar oportunidades de mercado.

#solana

Solayer发布2025年路线图：将推出硬件加速的SVM区块链Solayer InfiniSVM

Solana再质押平台Solayer发布2025路线图，将推出支持硬件加速的SVM区块链Solayer InfiniSVM，这是一个无限可扩展的多执行集群架构，通过SDN和RDMA连接，可实现100 Gbps，同时保持原子状态。

Solayer InfiniSVM使用SDN交换机和RDMA根据应用程序需求动态地将SVM的单个执行机器分片到无限多台机器。通过卸载到硬件电路和内核，跨越入口（ingress）、排序、调度、银行到存储，可实现1 ms交易确认。

此外还将引入混合权威和权益证明（HybridProof-of-Authority-and-Stake）共识。超级领导者可以执行1MM TPS，然后协调并发布给证明者以验证“碎片（shreds）”，同时采用硬件分流来加速超级领导者的交易处理。Solayer还计划将其产品级套件（例如sSOL和sUSD）作为原生收益资产集成到Solayer链上。除了使用Solayer链上的应用程序外，用户还可以在现实世界中进行质押、再质押、赚取收益和消费。

#加密市场反弹
Como o presidente eleito dos EUA, Trump, está prestes a assumir o cargo, ainda faltam 15 dias para que ele tome posse. Durante este período, o mercado de criptografia se recuperará do forte declínio anterior.
Inicie o mercado altista de 2025
$BTC $SOL $DOGE

The rise of Meme coins is driven by three key factors:
Culture: Meme culture and community consensus are the foundation of Meme coins, allowing them to continuously tell an engaging story;
Emotion: The fluctuations in market sentiment and the actions of speculators make it one of the most "explosive" assets;
Technology: New concepts and application scenarios are key to making Meme coins more "valuable" in the future.
However, there are also obvious risks associated with these three: How long can the story be told? How long can the sentiment last? Can the technology really be implemented? The answers to these questions will determine the future direction of Meme coins.

97000

#AIAgent热潮

OpenAI defines "AI Agent" as a system driven by LLM as the brain, capable of autonomous understanding, perception, planning, memory, and tool usage, which can automate complex tasks. Unlike traditional artificial intelligence, AI Agents possess the ability to achieve given goals through independent thinking and tool invocation step by step.

To give an example for better understanding: if you catch a cold and have a fever, traditional software would only tell you to go to the hospital and take more precautions. If it's an AI agent, it can monitor your temperature and other health indicators, combine that with information from the internet, help you find the right medication, request payment, and deliver it to your home, while also preparing your leave request for the next day. This is the magic of AI agents.
As of December 30, the overall market value of AI Agents has reached $11.68 billion, with a nearly 39.1% increase over the past 7 days. This growth trend indicates a rapid growth of the AI Agent ecosystem in the crypto market.
In this wave of AI Agent enthusiasm, ai16z and Virtuals Protocol are undoubtedly the two most prominent representative projects. Specifically, the market value of the Virtuals ecosystem has reached $5.01 billion, while ai16z stands at $1.63 billion, together accounting for 56.8% of the AI Agent market share, contributing more than half of the total.

From the on-chain distribution perspective, Base and Solana are the two main battlefields for AI Agents. Among them, the market value of AI Agents on Base is approximately $5.76 billion, while the market value on Solana is $5.47 billion, together contributing 96.1% of the overall market, while other on-chain projects have a cumulative market value of only $0.92 billion.

This also reflects that despite the rapid rise of the AI Agent ecosystem in the crypto market, attracting considerable attention and capital, the market structure remains singular, primarily relying on a few leading projects for momentum, and the AI Agent ecosystem is still in its early nascent stage.

Quão inteligente é o #AI trader de moedas!

Os lucros do $GOAT superaram 5,14 milhões de dólares.

Os lucros do $ai16z superaram 4,5 milhões de dólares.

Os lucros do $Fartcoin superaram 4 milhões de dólares.

Os lucros do $arc superaram 4 milhões de dólares.