The U.S. Securities and Exchange Commission (SEC) has officially removed cryptocurrencies from its 2026 priority list, no longer classifying them as a special risk area.
Since the leadership change, the SEC has fully embraced crypto-friendliness, as the chairman was specifically appointed by Trump. The next major shift will be at the Federal Reserve (FED). Once the appointment is announced in January, the situation will be settled. If both of the world's most influential financial regulatory bodies embrace crypto, other countries will have no choice but to quickly follow suit.
Waiting for the FED chairman announcement—expect a potential market surge!
Wow, is the era of completely AI-driven trading really here?
I came across an impressive open-source project on git that uses large models for AI trading and even supports custom plugin extensions! It can run across 70+ exchanges. In the future, the ones you're trading against might actually be a bunch of agents!
This is a hundred times more powerful than those PPT-only agent projects. Go ahead and quickly set up your own workflow and see how fast you can blow your money 😂
Recently, in the Xinjiang region of China, there has been another wave of cleanup against Bitcoin mining. It has been reported that about 1.3GW of mining power has been forced offline. This is equivalent to 100 EH/S of computing power disappearing overnight. These computing powers account for about 10% of the total Bitcoin network power.
It sounds scary, so what will happen? 1. The Bitcoin network will slow down. Due to the decrease in computing power, the entire main network will slow down when processing tasks. 2. The difficulty of mining will automatically adjust. The Bitcoin network will automatically balance this change, and the mining difficulty will decrease, which means that the mining machines still online will find blocks more easily.
If we look back to 2021, a similar event also occurred in China. At that time, China first blocked mining machines, and the global computing power went offline by 50% overnight. However, soon after, these mining farms concentrated in Inner Mongolia, Sichuan, and Xinjiang migrated to Russia, Canada, the United States, and so on. Months later, the computing power reached a new high again.
The only change is the permanent alteration of the computing power structure, from China controlling the vast majority of global computing power to completely losing this leading advantage. The decentralization of computing power also makes the entire main network more secure and stable — after all, no matter which country prohibits it, there will always be miners from other countries who will quickly fill this gap.
This structural adjustment will support Bitcoin prices towards a higher and more stable future! #BTCVSGOLD
"Rich Dad Poor Dad" author Robert Kiyosaki recently claimed in a podcast interview that he believes the biggest economic crisis in history will occur in the next 3 to 4 months due to the bursting of the AI bubble, and that preparations need to be made, including ongoing risk position reductions.
The King Chat Room is now open! All esteemed traders of Yifei Yanzu! My Binance chat room is now open. If you want to discuss macro trends or trading insights, feel free to leave a message and I'll add you to the group, or add my chat!
Why is DCA (Dollar Cost Averaging) the best way for ordinary investors to achieve asset appreciation?
What is DCA? It is an effective investment strategy for retail investors that can navigate volatility: investing a fixed amount at regular intervals instead of a lump sum!
If an investor can practice DCA plus holding for the long term, they will surpass 99% of investors because, when viewed over a longer time frame, each year's lowest point is still higher than a few years ago's highest point!
How specifically to implement DCA? Three key points:
1. Fixed time intervals: for example, weekly, biweekly, or monthly 2. Fixed amount: invest the same amount each time 3. No market timing: stick to the plan regardless of price movements
For example:
Assuming you invest $500 per month to buy Bitcoin: January: BTC $40,000 → Buy 0.0125 BTC February: BTC $35,000 → Buy 0.0143 BTC March: BTC $45,000 → Buy 0.0111 BTC
This way, your average cost will be smoothed out, avoiding the risk of buying everything at a high point in one go. Coupled with a long-term holding strategy, you can essentially sleep soundly without fear of market fluctuations!
Of course, there are some drawbacks, such as potentially lower returns in a bull market compared to a lump sum investment, the need for continuous cash flow, and possibly accumulating significant trading fees (if the platform's rate is high).
However, the biggest opponent in all trading is actually oneself; the urge to chase highs and sell lows is a lifelong struggle for investors. Many people can't even manage to consistently support this king with a follow and a free like, let alone become friends with time. What do you think? #WriteToEarnUpgrade
Renowned economist Jeff Booth analyzed in a recent interview that the reasonable intrinsic value of Bitcoin is approximately 43 million dollars per coin.
Why! This is his analysis:
The natural state of a free market is actually deflation—technological progress makes goods cheaper and cheaper, which is the norm for a healthy market. In the video, the economist points out that the "growth" touted by politicians is often achieved through monetary manipulation, essentially transferring wealth. AI and robots will accelerate this deflationary process; companies that do not adopt new technologies will be eliminated.
Regarding Bitcoin, he offers an interesting perspective: global assets are about 90 trillion dollars, corresponding to 21 million Bitcoins, theoretically valuing each at about 43 million dollars. More importantly, as production efficiency improves, the prices of goods will continue to fall, and holding Bitcoin actually means a permanent increase in purchasing power.
His core advice is very practical: after understanding this logic clearly, it may be wise to allocate a portion of asset allocation while shifting attention from consumption-based systems to construction-based systems.
On the day of posting, Bitcoin rebounded by 7%, and the price jumped back above 90,000. Moreover, from the news perspective, many clues point to the next step of QE.
1. Trump said he will announce the new Federal Reserve chairman in January, and the candidate has already been narrowed down from 10 to 1. 2. Teher has issued an additional 1 billion USDT. 3. The SEC will launch a cryptocurrency exemption bill in January to help cryptocurrency-related companies accelerate their listing speed on U.S. stock markets. 4. Bank of America allows its investment advisors to suggest their clients allocate 1%-4% of their assets to cryptocurrencies. 5. The central banks of European leftists, such as France and Germany, are criticizing Trump for promoting cryptocurrencies. For the left, cryptocurrencies that cannot be effectively taxed are a flood beast, and they state that if the U.S. continues this way, the dollar will surely weaken.
So leeks must learn to peel back the layers from macro clues, extend the investment cycle, overcome the leek nature of going all-in, and defeating the market is not an exaggeratedly difficult task. From all the certainty of gambling, this significant macro narrative shift is much more certain than looking at K-lines.
As for many leeks who sing bullish every day, it is because their investment cycle is too short. Learn to befriend time. For old leeks like me, seeing more will make you more certain. In the past, events like the strengthening of the yen could not just fluctuate by 10,000 points, but now the volatility of Bitcoin has decreased a lot. The more stable it becomes, the higher its investment value, and the lower its speculative nature. For late-arriving leeks, a brutal truth is that the target you envision for turning over is getting further away. You either accept it as a slow wealth accumulation investment method, like buying U.S. stock index funds as Beta, or you have to bet on the future Alpha from millions of tokens. In short, we are now in a liquidity change period. At the current price, if you have spare money and consider an investment cycle of more than a year, you can completely buy the dip. Around 80,000 is basically the bottom.
Alright, if you've read this far, it's not easy to type by hand. Are you still hesitant to follow and click three times? #BTCRebound90kNext?
大王的大
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The moment to test the purity of chives has arrived!
The recent pullback has caused many chives to give up, which is akin to falling in the last moments before dawn! Why?
Because on December 1, the quantitative tightening (QT) that began in 2022 officially announced its end after more than 3 years!
Many chives do not know what QT is. Simply put, it is the Federal Reserve's process of taking back the printed dollars and then destroying them, artificially creating a scarcity of dollars, thus enhancing the value of the dollar and maintaining its relatively strong currency value.
Over the past three years, QT has reduced the Federal Reserve's balance sheet (printed dollars) from a peak of about 9 trillion to around 7 trillion, artificially destroying approximately 2 trillion dollars!
This operation is the most deadly contraction in the tidal waves of the dollar. The Federal Reserve reduces dollars, making the dollar relatively strong and appreciating, which suppresses domestic inflation and prevents the devaluation of the dollar. However, the cost is that economic activity is suppressed, the unemployment rate rises, and economic activity enters a slow period.
For the crypto market, when there is no water, it is naturally impossible to talk about rising.
Now that QT has officially ended, it indicates that the Federal Reserve's policy has begun a significant reversal. Combined with the risk of the U.S. entering a recession and the already high unemployment rate, if we want to restore economic vitality, we must open the floodgates. This can be seen from the dissolution of DOGE and Trump's locking in the next Federal Reserve chair!
Now is the darkest moment before dawn, but in any case, the Federal Reserve has only one path to follow: to release water again. Because if tightening continues, once entering a recession (like a certain country), no matter what kind of stimulus policies you implement at that time, it will basically be too late to turn the tide!
So in the short term by December, or at most by Q1 next year, the market will certainly show a clear direction, and liquidity will definitely continue to fill up. The only cost in the future is the risk of dollar devaluation. However, under the AI-driven industrial revolution, it is very likely that another economic miracle will occur, so those who hand over their chips at this time are pure chives, just as I said when it was around 50,000 to 60,000 dollars, you may never see that price again! #BTC86kJPShock
The moment to test the purity of chives has arrived!
The recent pullback has caused many chives to give up, which is akin to falling in the last moments before dawn! Why?
Because on December 1, the quantitative tightening (QT) that began in 2022 officially announced its end after more than 3 years!
Many chives do not know what QT is. Simply put, it is the Federal Reserve's process of taking back the printed dollars and then destroying them, artificially creating a scarcity of dollars, thus enhancing the value of the dollar and maintaining its relatively strong currency value.
Over the past three years, QT has reduced the Federal Reserve's balance sheet (printed dollars) from a peak of about 9 trillion to around 7 trillion, artificially destroying approximately 2 trillion dollars!
This operation is the most deadly contraction in the tidal waves of the dollar. The Federal Reserve reduces dollars, making the dollar relatively strong and appreciating, which suppresses domestic inflation and prevents the devaluation of the dollar. However, the cost is that economic activity is suppressed, the unemployment rate rises, and economic activity enters a slow period.
For the crypto market, when there is no water, it is naturally impossible to talk about rising.
Now that QT has officially ended, it indicates that the Federal Reserve's policy has begun a significant reversal. Combined with the risk of the U.S. entering a recession and the already high unemployment rate, if we want to restore economic vitality, we must open the floodgates. This can be seen from the dissolution of DOGE and Trump's locking in the next Federal Reserve chair!
Now is the darkest moment before dawn, but in any case, the Federal Reserve has only one path to follow: to release water again. Because if tightening continues, once entering a recession (like a certain country), no matter what kind of stimulus policies you implement at that time, it will basically be too late to turn the tide!
So in the short term by December, or at most by Q1 next year, the market will certainly show a clear direction, and liquidity will definitely continue to fill up. The only cost in the future is the risk of dollar devaluation. However, under the AI-driven industrial revolution, it is very likely that another economic miracle will occur, so those who hand over their chips at this time are pure chives, just as I said when it was around 50,000 to 60,000 dollars, you may never see that price again! #BTC86kJPShock
Will BTC break below 80,000 dollars? Let's take a divination: it is favorable, and it says: all matters go smoothly, harmony between upper and lower, the future is promising, but it is not easy to be overly aggressive.
The Earth and Marsh hexagram is an auspicious and favorable symbol, particularly beneficial for the closeness of the lower to the upper, the inspection, management, and education from the upper to the lower. It represents the initial birth of Yang energy and the rising period of gradually strengthening power. Therefore, start buying at 80,000 dollars!
More evidence indicates that a structural shift is occurring in the cryptocurrency sector:
Since the cryptocurrency market crash on October 10, which resulted in a loss of $19.2 billion, the price trends of gold and Bitcoin have been completely opposite.
Within a month, gold's performance has outpaced Bitcoin by 25 percentage points.
In the previous months, there was a high positive correlation between cryptocurrencies and gold, with significant capital inflowing into both the cryptocurrency and gold markets.
After the clearing event on October 10, the market changed and has not been able to recover since.
Oracle's 5-year CDS (Credit Default Swap) has soared significantly.
Many retail investors don't understand this.
It is essentially buying default insurance for Oracle, and now a premium of 1% is required. This means the market is more concerned about its debt risks than before.
Once these AI-overvalued US stock debt defaults occur, it will trigger a chain reaction, as the core AI companies in the US stock market are all interconnected with upstream and downstream enterprises, having cross-shareholding or business relations.
If they explode in a chain reaction, it will be an unprecedented financial tsunami, far exceeding 2008 #鲍威尔发言
This is the change in Bitcoin after the last two government shutdowns, with a 700%+ surge. Today is the first day of the government reopening, and we can wait a few more days to see.