A Brief Discussion on Why TRU Might Be a Hundredfold Coin in RWA
First of all, I declare that I am not a fan of TRU, I am just studying the fundamentals. A brief discussion on the disruptive application scenarios of tru's truemarkets. By 2025, RWA tokenization will see projects worth hundreds of billions or even trillions, which is a consensus. Compared to the 30 trillion assets on-chain by 2030, this is just the beginning. Currently, the leading RWA projects include ONDO; CFG; OM; TRU; SOLO; PLUME; and of course some smaller ones like CHEX; OPUL, etc. There are also classifications such as physical tokenization, bond tokenization, and debt tokenization, among which US Treasury bond tokenization is being adopted on a large scale. Currently, ONDO, CFG, and TRU have relevant products, ONDO collaborates with BlackRock, and TRU collaborates directly with the US Treasury. However, considering the founder's Jewish identity, I feel the probability is very high. ONDO and CFG can only invest in US Treasury bonds in one direction, while TRU can use US Treasury bonds as collateral for reverse lending, indicating that TRU is more innovative.
I can't figure out why panic, the United States will continue to rise with an inflationary economy
刘多鱼
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Bullish
The opportunity of history has emerged, we have waited a long time since Trump took office until today, perhaps just like I wrote in the past waiting for Trump to impose tariffs, without the panic everyone else feels, even a little excited. Recently, I talked with friends about starting a company, and Trump just sent a big gift.
We should discuss who is the most important financial settlement layer in this world?
There is a little bit of excitement, cryptocurrency has always been a mirror of traditional capital in my heart. I dream of Trump imposing a 100% tariff on all countries.
Perhaps Wall Street continues to increase its positions and has also considered today's situation.
The US tariff increase policy may indirectly or directly affect the blockchain industry through various channels. The specific impact depends on the scope of policy implementation, changes in the global trade environment, and the application scenarios of blockchain technology. The following is an analysis of the main potential impacts: --- ### 1. Short-term volatility in the cryptocurrency market - Demand for safe-haven assets: If escalating tariffs trigger global trade tensions or economic uncertainty, some investors may view cryptocurrencies such as Bitcoin as safe-haven assets (similar to gold), driving their prices up in the short term. For example, during the Sino-US trade war in 2019, Bitcoin experienced a phased rise.
RWA RWA RWA When Trump comes to power, he will issue a large number of stablecoins tied to US Treasury bonds. Which coin will be in high demand? $BTC $ETH $XRP #币安Alpha上新 #核心CPI回落 #特朗普上台概念币有哪些?
Discussing the U.S. Economy in 2025 from a Political Perspective
First, let's state the viewpoint: Trump’s presidency will not lead to deflation; the U.S. will coexist with inflation and prosperity. 1. Trump is the last president, he seeks enjoyment rather than being criticized. After I die, let the floods come; he won't significantly lower interest rates because active deflation is painful. He will face inflation, even amid economic downturns and criticism. 2. Expand fiscal policy, continue to raise the government debt ceiling, which will lead to more market money. As for whether it can be repaid, that's a question for future presidents; what does that have to do with me or Trump? 3. Moderate interest rate cuts, but the possibility of faster cuts cannot be ruled out.
Traders price in the possibility that the Federal Reserve may not cut rates this year
PANews, January 13 news, according to Jinshi reports, federal funds futures show that traders no longer fully expect the Federal Reserve to cut interest rates before the end of the year.
Recently, there is a news that the US debt ceiling will increase and the currency will decrease. If you see a KOL posting such information, just unfollow him. He is useless except for selling anxiety and plagiarism. He will also empty your wallet to make you subscribe. Who did the US debt sold to when the US debt ceiling was raised? Did it sell to the market? I tell you that it was sold to the Federal Reserve. The Federal Reserve prints money to buy US debt, and the government receives US dollars for consumption. What do you think this means? It means that money will be printed again. #比特币价格走势分析 $BTC $ETH $XRP #美国CPI数据即将公布
Before Trump came to power, the CPI data on the 15th must be bad, and it will fall in the next two days. The stupidest thing to do is to sell chips to Europe and the United States. After Trump came to power, he will most likely solve the inflation problem, because inflation has touched the interests of the Republican Party. At the same time, the payment of FTX is in place, and Trump's encryption policy is related to the probability of a bull market from 1.20 to 3.15. At the same time, after 3.15, the US currency reserves will be exhausted and the market liquidity will decrease. At the same time, Trump will suppress inflation and kill it in stages. Three major positives in June, the US debt ceiling was approved to increase by 15 trillion. This is sold to the Federal Reserve, which means that the Federal Reserve will print 15 trillion US dollars. At the same time, the balance sheet reduction will end, which is about the equivalent of an additional 60 billion US dollars per month. The third interest rate cut was 25 basis points, and the three major positives officially began the copycat season. #比特币价格走势分析 $BTC $ETH $tru
What are you thinking? It's obvious you don't understand anything. Is it you who buys when the US debt ceiling is raised? It's the Federal Reserve that prints money to buy, and you come out talking nonsense without even basic economic knowledge.
南帝一灯大师
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Focus on the three major financial news this week:
1 Bank of Japan rate hike
From the current situation, although Bank of Japan Governor Kazuo Ueda once said that if economic expectations are realized, the Bank of Japan will maintain the policy rate at 0.25% at the monetary policy meeting on December 19. At the communication meeting on Tuesday, there is a possibility that the Bank of Japan will release hawkish news and raise interest rates, but there is great uncertainty. If the Bank of Japan raises interest rates, funds may flow to yen assets, and the yen may appreciate against the US dollar, which will put some pressure on the US dollar index, and then affect the global capital market, especially for emerging market currencies and assets. It may bring shocks, causing funds to flow back to Japan, and global stock markets, bond markets, foreign exchange markets and commodity markets may fluctuate sharply.
2 U.S. debt ceiling
The debt ceiling suspension agreement reached by the U.S. Congress in 2023 expires on January 1, 2025. The Treasury Department is currently taking unconventional measures to avoid default. Even if the U.S. debt ceiling is resolved as scheduled, the U.S. government's sudden issuance of bonds to absorb liquidity will make the market funds tight, leading to a series of liquidity cuts in assets such as U.S. stocks and commodities. If the US debt ceiling issue cannot be properly resolved and the US government defaults on its debt, it will have a catastrophic impact on the global financial market, the US dollar's credibility will suffer a major blow, US Treasury bonds will be sold on a large scale, and the global financial market will experience violent fluctuations and a "stampede effect".
3 US CPI rebound
Data released by the US Department of Labor on January 11, 2024 showed that the US CPI increased by 3.4% year-on-year in December 2023, an increase from 3.1% in the previous month, and far higher than the 2% inflation target set by the Federal Reserve. If the subsequent CPI continues to rebound, the market's expectations for the Fed's interest rate cut will be further weakened, which will cause the funds in the market that rely on the expectation of interest rate cuts to re-adjust their strategies for investment layout, resulting in asset price fluctuations, especially a greater impact on the bond market and stock market, which may trigger adjustments in the global stock market and bond market. Funds will flow from risky assets to safe-haven assets, further exacerbating market turmoil.
What qualifications does Ripple have to surpass USDT Tether XRP? It is essentially controlled by the Ripple Foundation. Every year, the foundation sells a large number of XRP. The best thing about this coin is that it won the court case with the US SEC. This means that the US SEC cannot identify Ripple as a security, so it cannot use the traditional US stock system to regulate and restrict Ripple. So this is its biggest benefit. Apart from this, it has no practical use, including foreign transfers and international transfers. Currently, USDT is the most used, not Ripple.
All the KOLs in the market are saying bearish things; let me say something bullish.
1. The Federal Reserve will stop tapering in January or March, leading to a more relaxed dollar supply in the market, and the impact of tapering is greater than that of interest rate cuts. 2. FTX is about to pay out, and this fund has $16 billion, while the previous wave in the cryptocurrency market only saw about $13 billion flow in. 3. When Trump is in office, a large portion of the US Senate and House of Representatives are supporters of cryptocurrency; in other words, they are all part of our interest community. At the same time, the Republican Party holds a majority of seats, which means that loose fiscal policy can be implemented. 4. Trump supports the excessive issuance of stablecoins tied to US Treasury bonds, which means the number of stablecoins will increase and they need a place to go.
As a streamer, how dare you make everyone believe in economic data? Such a lowly tactic, and you still can't understand it while repeatedly emphasizing it.
加密贝姐
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It's collapsing; last night, U.S. economic data completely collapsed. In addition to the significantly better-than-expected non-farm payrolls in December at 256,000, the market was hit with another blow! The battle at the 90,000-point mark continues, and the bull will keep increasing positions on dips!
The recently released long-term inflation expectations in the United States show that the one-year inflation expectation has surged from the market forecast of 2.8% to 3.3%, while the inflation expectation for 5 to 10 years has also exceeded expectations, reaching 3.3%. This indicates that American traders have become more pessimistic and aggressive regarding the long-term inflation that the Federal Reserve values most, moving away from the previously balanced view held by the Fed. Traders in the U.S. have preemptively anticipated a series of inflation policies that will come with the new administration, which will inevitably lead to self-fulfilling inflation. That is, when you predict inflation, you will start buying goods in the market ahead of time, causing inflation to materialize sooner. This suggests that the Federal Reserve is unlikely to continue cutting interest rates and may even consider raising them.
The cryptocurrency world really has no bottom line, especially with various KOLs cooperating with the main players to cut leeks
For example, those who guide you to look at the US employment data every day can only fool the newbies. Every player knows that thing is never allowed to serve political purposes. The data will be modified later. Is it useful to use these things to intimidate the leeks every day? Maliciously amplifying certain news, playing dirty. Raising interest rates, don't talk if you don't understand the economy. Cooperating with the European and American night trading to cut Asian leeks is true. There is no shortage of traitors in Asia. Think about why the collective bearish sentiment began at this stage. The US economy is really good, so it won't cut interest rates by 50 basis points in September. Who would take quick-acting heart-saving pills? At the same time, it won't cut interest rates in December. But it's time to enter the market with collective bearish sentiment. #加密市场回调 $BTC $ETH $XRP
I'm really confused about what a bunch of people are afraid of? The market cuts leeks just cuts leeks, yet they find all sorts of foolish information to cover it up, a bunch of KOLs are looking for various reasons, sometimes they're busier than us economists. Market expectations haven't changed, Trump will take office, the economy is much looser than before September, the expectation of interest rate cuts is still there, and fiscal policy will continue to be strong, meanwhile FTX compensation is on the way, I don't know what the point of creating panic is? 1. If Trump can't take office on time, he'll go to jail. Such a ridiculous statement, if he doesn’t come, will you? 2. The American Silk Road is selling coins, let's not talk about whether he can sell them right away, how big of a splash can 6 billion coins make? 3. The fiscal policy limit is pending approval, don't forget there is also monetary policy. If the market is being washed out, saying Trump has diarrhea today is a better excuse than these. The awareness of the leeks is even worse than the big A.
1. Yesterday, Trump had a leg cramp while using the bathroom. Experts say this could impact Trump's health, economists say the leg cramp could affect his brain and possibly influence Trump's decision-making, and Wall Street suggests that the leg cramp might skew economic decision-making. The cryptocurrency industry claims that the leg cramp could make it difficult for him to be elected president, so as a result, Bitcoin plummeted.#加密市场回调 #币安MegadropSOLV #币安Alpha上新 $BTC $ETH $XRP
How retail investors hold coins, and is there still an altcoin season?
In reality, I am a fund practitioner, long immersed in the investment market. However, whether in A-shares, US stocks, Hong Kong stocks, or the cryptocurrency space, one very effective investment method is event-driven strategies. Short-term event-driven strategies cause price fluctuations, while long-term event-driven strategies change pricing. Other than A-shares, other event-driven strategies have lag, and I need to preemptively position for an event in A-shares two months in advance with a strong speculative nature, while it’s much easier in other markets. This is why I am optimistic about TRU; there are stories from now until November 2025, with a complete token platform opening in mid-February, followed by extensive publicity and test activities, and then tokenization. Success in any of these will make the market cheer and prices soar; this is the charm of investing. As for 2026, I feel the bull market will end in May or September. It's similar to how everyone is led by some major forces; the Federal Reserve's three rate cuts in 2025 and two rate cuts have little to do with us because the bull market won't last into the later stages.