The US CPI grew 3% year-on-year in January, which was expected to grow by 2.9% and the previous value was 2.9%; the CPI grew 0.5% month-on-month in January, which was expected to grow by 0.3% and the previous value was 0.4%.
Traders now expect the Fed to reduce its policy easing.
Traders adjusted the next Fed rate cut from September to December.
Shenyu Analysis: "Binance Reduced $5.5 Billion in Crypto Holdings in January": Profits may be accrued at the beginning of the year
Let’s talk about Binance’s reduction of holdings first: Binance significantly reduced its own BTC, ETH and other holdings by nearly $5.5 billion in January!!! Among them, BTC holdings fell from 46,896 to 2,747 (a decrease of 94.1%) ETH holdings dropped from 216,313 to 175 (a decrease of 99.9%), and SOL holdings decreased by 99%. USDT holdings are almost zero (reduced by 99.9%). In this regard, Mr. Shenyu analyzed that this was due to the exchange's profit provisions at the beginning of the year. Similar situations occurred in June 2023 (when a $4.3 billion settlement agreement was reached with the U.S. Department of Justice) and February 2024. Here comes the point, that is: the exchange makes a profit of more than 10 billion US dollars a year!
Since the birth of the cryptocurrency world, the biggest crisis for altcoins has arrived:
The altcoin index has broken below the downward trend line of the OTHERS.D indicator. This indicator represents the percentage of total market capitalization excluding the top ten currencies. This indicator has never been breached since the inception of altcoins, and it is now breaking this trend line for the first time.
If there is no liquidity entering the market, altcoins are almost bound to stagnate, and currently, 99.9% of altcoins have little to no value.
Recently, Bitcoin's market share has been increasing as well. The altcoin bull market of 2020 peaked around December 28, 2020, when the market share reached approximately 71%. Currently, Bitcoin's market share is around 61.25%. If we refer to the last bull market, for an altcoin bull run to happen, the market share may also need to approach around 70%. It is important to note that all of this is speculation; even if the market share reaches 70%, there may not be a general altcoin bull run, but rather only localized altcoin trends.
[Berachain airdrop official query link is out - I'm checking]
1️⃣The official query link is here (be sure to check the official account again). checker.berachain.com 2️⃣Berachain airdrop is divided into several parts (staking has not started yet). ⓵The testnet has been credited. ⓶NFT starts on February 6th. ⓷Social and RFB start on February 10th. 3️⃣If you are not eligible for the testnet query, link to the Twitter and DC accounts to check.
Every market crash is a purification process for your chosen cryptocurrencies, retaining the strong and eliminating the weak; the strong will remain strong! Don't miss out on rare opportunities! When buying the dip, invest in the strongest ones, then diversify into different sectors, just focus on the leaders and you're done. Also, pay attention to liquidity in the next 25 years; large funds must consider liquidity! Wang🫅: $BTC King of Public Chains: #Sol #Sui RWA: #Ondo #Link AI: #Render MeMe: #Doge Payfi: #Xrp What else? Please let the experts in the comments add more! 🧐#比特币四年周期将改变?
Having completely finished reading this 'On-Chain Bible,' I truly feel fortunate for the new friends entering the space this time. There are so many excellent traders/investors willing to share their hard-earned experiences and lessons, which were not visible in the last cycle. Thank you GMGN for bringing everyone together to do something for the industry.
Based on this beginner's on-chain guide, I would like to offer a few of my most sincere suggestions to newcomers:
1. If you're just starting, go play in the foreign market for a while, don’t play in the domestic market, and don’t engage in secondary trading. These two strategies have high technical/funding requirements. You can get familiar with the foreign market before considering switching to a strategy more suitable for large funds. 2. Newcomers should not play the diamond hand strategy; instead, be a ruthless paper hand. Take out your capital as soon as you double your investment and always play new projects. The core of winning with diamond hands and builders is the information gap and the ability to influence the fundamentals of the project. Even so, the win rate is far lower than that of paper hands. Surviving and slowly accumulating capital is more important than anything else. As long as your methodology is correct, this market is not lacking in opportunities. The power of compound interest accumulation is terrifying; never go all in! Never go all in! Never go all in! 3. Smart money or caller calls are merely reference indicators. The core of winning on-chain (equally important, without priority): a. Understand what constitutes a good narrative/good product and judge its upper limit, b. Assess the capabilities of the 'team' behind the project you're investing in, c. Determine where you stand in the dissemination chain, d. Have an accurate assessment of the 'big market' environment (whether this niche track is currently bullish or bearish), e. Judge whether the market maker is in the phase of raising, accumulating, or distributing. Once you grasp the essence of these five points along with some basic trading skills, you cannot avoid making money. 4. If you don’t know how to play, you should never touch contracts and newly listed exchange tokens, especially meme coins.
Lastly, a few words to GMGN: as an ordinary user who was one of the earliest to support GMGN, my reason for supporting GMGN was very simple: 'Because GMGN values its users the most.' Less than half a year ago, when they had just under 1,000 followers on Twitter, I made a suggestion to their business development and product team, and I immediately received feedback. Within a week, the product requirement could go live. It’s truly hard for a team that respects its users and operates efficiently not to succeed.
I always feel like I should buy something in a panic.
But now there are too many things, and my mind is a bit confused.
In fact, I suggest you write your own analysis when you have time, from the perspectives of background, narrative, chip structure, benchmark market value, etc.
Even if no one reads it, it is also an improvement for yourself.
Sometimes writing a reflection is like a wrong question book for the college entrance examination. If you don’t read or write, you will always make mistakes. If you write it twice more, you may remember it. $BTC #币圈财神来敲门哪款币种能成为今年的摇钱树
Long-term holding of US stocks + $BTC will kill all financial management in seconds!
In the market, it is particularly difficult to predict $BTC , but the US stock market has a history of a hundred years, and there are many techniques and characteristics in it, which makes it easier for people to find data references and verification. After all, the market has always been a pendulum of cycles. Although the story is different every time, the essence and history are always surprisingly similar.
We have a simple and easy-to-learn strategy internally, which is one of our many quantitative studies: the reference between the S&P 500 and the Nasdaq index. Generally, both will go hand in hand, but when there are uncontrollable factors or black swans in the market, the Nasdaq will be more sensitive than the S&P 500, especially at high points. At present, there is a situation similar to the peak in early 22: the S&P 500 has set a new high before the Nasdaq index, but the Nasdaq has not broken through. You can look back at history for what happened afterwards.
Now we have a similar situation. If Nasdaq fails to hit a record high within 10 trading days, you may need to learn to take some risk-averse actions. And for every 5 trading days of delay, the position will be reduced by 1 layer (the same for cryptocurrencies). This strategy is only for reference. Although quantitative analysis requires the coordination of multiple factors, this is an important reference. I hope it is a mistake, and I am willing to pay for it! #分享蛇年理财新秘籍
$AAVE has broken through $320 again, brothers, it is really the most handsome boy in 2025! AAVE broke through $320 and is now at $320.04, with a 24-hour increase of 5.72%. AAVE is a decentralized lending protocol token based on the Ethereum blockchain: 1. Main functions Governance function: AAVE holders can participate in the governance of the Aave protocol and vote on the future development of the platform. Fee payment: AAVE coins can be used to pay interest, lend and borrow crypto assets on the Aave platform. Mortgage and lending: When using AAVE as collateral for lending, you can enjoy lower fees and more loan amounts. 2. Core advantages Decentralization: The Aave protocol is completely decentralized, without central control, and users can trade freely. High transparency: All transactions and data are public and cannot be tampered with, bringing higher transparency and trust to the financial industry. Active community: Aave has an active community that has contributed to the development and governance of the protocol, and community support is crucial to the value of AAVE coins. #2025年的币圈春晚来啦谁是今晚的财富主角
In 2025, I hope to achieve my first A7 (1 million), and then manage my assets according to the configuration below: · Long-term government bonds: 32% · US stock assets: 18% · Cash or cash equivalents (short-term government bonds): 18% · Cryptocurrency assets: 12% · Commodities: 12% · Gold: 8% #2025新年加密愿望清单
The last couple of days were chaotic on-chain Traps outweigh opportunities At this moment, we must control our hands and discard the noise Wait for the market to digest this wave of restless emotions Wait for a definitive opportunity to emerge A definitive opportunity must have a clear context It can allow most people enough time to get on board And right now, the countless one-hour quick schemes are all blatant grabs Be patient, brothers, be water Wait for this wave of on-chain madness to calm down A new main line will surface Looking around, I still believe it will revolve around AI, Hold firmly onto $AIXBT After all, this is the main line for future development worldwide In the first few days of Trump’s administration, the two industries discussed the most in terms of technological innovation were also AI and cryptocurrency. #币圈的2025挑战赛我的Hold之旅
$XRP has indeed performed well recently! The price has consistently maintained above the key breakthrough level of $2.91, which indicates that the bulls currently hold the upper hand, and market sentiment is leaning towards optimism.
Currently, the downward trend line is a small obstacle. If the bulls can break through strongly, we may very well witness the next wave of price increases for XRP! The initial target is $4, and it might even challenge the $5 mark. Just imagine, this surge could be another moment of 'treats with extra toppings'!
But brothers, in the market, don't just think about rising prices; you also have to consider the risks. If XRP pulls back and falls below the 20-day moving average ($2.89), it could hit the pause button in the short term. In such a case, the price might drop all the way to the 50-day moving average ($2.5269), or even down to $2.20. Those holding positions need to keep a close eye on these support levels to avoid 'watching the show turn into participation'.
Short-term targets: Look towards $4 and $5 after breaking the downward trend line. Risk points: Falling below the 20-day moving average could trigger a deeper pullback; pay attention to support levels at $2.89 and $2.5269.
Now is the time for patience and observation; whether the bulls can explode depends on the performance in the coming days! #2024币圈回顾从跌跌不休到一飞冲天哪些币种走出了逆袭之路
Dragon Two Law, if yesterday's $VINE was Dragon One, today’s $ALON is Dragon Two. Usually, the ceiling for Dragon Two is at most 50% of Dragon One. Yesterday, VINE's highest was 0.5, today ALON's ceiling is 0.25, and ALON's fast pass time is even shorter, starting in 1 hour and ending in the 2nd hour. This type of coin is even more disgusting than rug pulls. Recently, everyone should have taken a break, as the chain has already entered the pig-killing stage. Miao Wadi even feels inferior, waiting for the situation to stabilize before proceeding. #2024币圈回顾从跌跌不休到一飞冲天哪些币种走出了逆袭之路
What bad news?! On the first day of Trump's presidency, Congressman Jordan officially submitted the Bitcoin Strategic Reserve Act!!!
Was Crypto mentioned at the ceremony? At most, it’s just a short-term event factor, with minimal impact on the big trend.
Stop creating FUD for yourself every day; the spring market range is approaching, and various conspiracy groups are merely trying to take advantage of our mindset to acquire cheap chips.
Summary of Trump's Inaugural Speech as the 47th President of the United States
Passionate and Concrete: Thank you, voters; America First; Control the border; Firefighting and disaster relief; Taxing foreign entities; Reducing inflation; Domestic oil drilling; Ending green policies; Only male and female; Industrial powerhouse; Freedom of speech; Establishing an efficiency department; Ending wars; Reclaiming the canal; Mars colonization; The true emperor; God bless America.