牛市老币灯

The market is abuzz: 'BTC dropping back to 80,000 is just a short-term adjustment, the bull market will restart soon.' But the truth is, CME open contracts for BTC have fallen from 200,000 to 150,000, while retail sentiment has been pushed to a high by KOL bullishness. Cognitive bias is brewing risks.

1. On-chain data
- In the past 7 days, the frequency of large transfers (>1000 BTC) has decreased by 30%, but the concentration of whale positions has risen to 65%.
- 💰[150,000 BTC open contracts]💰 After the reset, on-chain active addresses have not synchronized back to warmth, indicating capital withdrawal rather than replenishment.

2. Derivatives market
- Open contracts have fallen 25% from February highs, and funding rates have plummeted to 0.005%, indicating a collapse of bullish confidence.

Is the crypto market about to boil over with the White House's debut?
On March 7, 2025, the White House will host an unprecedented major event—the first cryptocurrency summit. President Trump will personally preside and deliver a speech, with participants including crypto industry leaders (founders, CEOs, investors) and members of the Presidential Digital Asset Working Group, while the orchestrator will be White House AI and crypto czar David Sacks. As soon as the news broke, BTC price surged past $106,000 (CoinGecko real-time data), causing a frenzy in the crypto community! Is this a signal of Trump fulfilling his promise of making the U.S. a 'BTC superpower,' or just another political and capital festivity? With data and logic, I'll help you see through the deeper meaning of this summit!

HK Asia places another big bet, is Bitcoin so hot it's going to explode?
On February 20, Hong Kong investment company HK Asia Holdings Limited announced that it spent $761,000 to buy 7.88 BTC, pushing its total holdings to 8.88, with an average cost of $97,000. When the news came out, I couldn't sit still - this is a big increase at the critical moment when BTC breaks through the 100,000 mark! After disclosing its first investment on February 16, the company made another move within three days, clearly showing that it is determined to "bind" to Bitcoin. Is it an overwhelming belief in the bull market, or a bold risk of taking over at a high position? Let's get a little emotional and uncover the truth of this transaction!

Who is behind the scenes causing CZ's transaction 'failure'?

On February 23, the first TST purchase transaction by Binance's former CEO CZ (Zhao Changpeng) trended, not because he made a fortune, but because he was heavily outplayed by 'clipper bots.' According to crypto analyst @shoucccc, CZ sent the transaction through a privacy RPC intending to buy the minimum of 363,225 TST, but due to blockchain slippage, he received 365,564, a difference of 0.7%. He thought privacy could protect him, yet it leaked, and he was frontrun by an address 0xB2d57876271eA8684e7c521c1265b87703d9A0DA before being clipped in return, ultimately causing the transaction to fail. What the hell is this? A 'mouse warehouse' in the crypto world or technical incompetence? Let's dig into this farce.

Hackers take action, opportunities are hidden
On February 22, ZachXBT, a chain detective, broke the news in the official channel: the notorious Lazarus Group transferred 5,000 ETH (about 13 million US dollars) from the Bybit hacker address to a new address, began to launder money through the eXch mixer, and used Chainflip to bridge to the Bitcoin network. This not only opened a new chapter in the Bybit $1.4 billion theft, but also made the Binance community explode - hackers are moving, funds are flowing, what opportunities can ordinary users get from it? Don't worry, this article will help you analyze this "wealth code in crisis"!

🔥 Musk's blockchain dream may trigger a national security crisis that cannot be ignored!

Musk once again pushed a topic that shook the global cryptocurrency market: Should the U.S. Treasury adopt blockchain technology? Blockchain and cryptocurrency have been seen as opportunities to enhance personal wealth and national efficiency, but at the same time, former Goldman Sachs analyst and co-founder of The Coin Bureau, Nic Puckrin, explicitly warned in (Fortune) magazine: Musk's proposal may pose national security risks. These risks could threaten the financial security of the United States and have far-reaching impacts on the entire financial system.

The market is always a zero-sum game. When some people are celebrating, others are losing money.
On February 12, according to Coinglass data, the total amount of liquidation in the past hour was as high as 75.486 million US dollars, of which long orders were liquidated at 64.567 million US dollars and short orders were liquidated at 10.919 million US dollars. This data once again reminds us that the contract market in the cryptocurrency circle is like a high-risk "capital meat grinder".

But the question is, why are there always people being harvested in the contract market? Who is being cannon fodder? What are the signals worth paying attention to behind this wave of liquidation? This article will dig deep into the truth of this large-scale liquidation from multiple perspectives such as data analysis, market trends and trading psychology.

🔥 Watching Bitcoin soar and plummet every day, have you really figured out what the 'real assets' in the crypto world are?
💡 Is it BTC, ETH, Meme coins, or something else? Why do some people double their wealth in a bull market while others lose everything overnight in a bear market?

Today, we will thoroughly analyze the 'real assets' in the crypto world through data + logic + market structure, helping you find the most core value targets!

📊 1. What are the real assets in the crypto world?

Every day in the crypto world, countless new projects are born, but only a few types of assets can truly survive long-term. We can classify crypto assets into the following categories:

🔥 SHIB's supply reaches 999,999,999,999,999 (nearly 1 quadrillion), far exceeding Bitcoin's supply limit of 21 million!
💡 Such a huge supply, is it deliberately designed, or a 'inflation trap'? Can SHIB really rise?

Today, we use data + logic to comprehensively analyze why Shiba Inu has such a huge supply, and whether it still has investment value in the future.

📊 1. Why is SHIB's supply so huge?

✅ 1. SHIB adopts a 'super high supply' model to attract retail investors
• SHIB was born in 2020, founded by an anonymous creator Ryoshi.

Have you discovered a phenomenon:
✅ During the bull market, people around you show off their profits every day and make a lot of money!
✅ But once the bear market comes, everyone starts to keep silent, and ends up even losing money?
✅ What’s even more outrageous is that some people are already financially free, but end up falling into debt!

Why can many people make money but not keep it?
Is it bad luck? Or is the market too cunning? In fact, it is essentially "human nature" that is at work!

Today, let’s analyze why the vast majority of people who speculate in stocks and cryptocurrencies end up losing all the money they made!

Bitcoin breaks through $100,000, the bull market is accelerating, where are the next opportunities for 10x or 100x?
In February 2025, what coins should be held to truly achieve financial freedom in the future?

This may be one of the most important investment decisions of your life! Today, we will thoroughly analyze the crypto assets worth holding in 2025 using data + logic + practical experience!

📊 1. The logic of financial freedom in the crypto world in 2025

Achieving financial freedom in the crypto world is key to choosing the right track, selecting the right assets, and holding them for a long enough time!

🔹 Historical review: What did financially free people hold during each bull market?

In the crypto world, poor mindset does not mean 'you have little capital', but rather your way of understanding the market, which determines that you will not make money and may continuously get cut!

Why do some people start with 1000U and see their assets increase 100 times in a few years, while others lose everything no matter how much they invest? The difference between poor mindset vs rich mindset determines your final fate in the crypto world!

Today, we will break down the 5 most typical poor mindset traps in the crypto world and see if you have fallen into any of them?

📉 1. 'Want to make 1 million from 100U' - Gambler mindset

🔥 Characteristics: Fantasizing about getting rich overnight, low capital + high leverage, ultimately leading to liquidation and going to zero.

In the cryptocurrency world, wealth is not determined by luck, but by thinking patterns, execution, and patience.

Why do some people make 1 million from 1000U, while most people lose money no matter how much they invest? What kind of people can have great wealth in the cryptocurrency world for a long time?

Today, we will analyze the five major traits of people who really make a lot of money in the cryptocurrency world, and see how far you are from financial freedom!

🔥 1. They are “market players”, not “market gamblers”

"Gamblers" only think about getting rich overnight, while real "players" make money based on market rules. "

"If it drops, it's time to buy the dip!" vs. "Not cutting losses is just waiting to die!"

In the cryptocurrency trading world, it's always the ultimate showdown between the "buy more as it drops" and "cut losses decisively" camps. Some add to their positions at lower prices and end up making huge profits, while others cut losses in time to avoid significant losses. But who is really correct? Is buying more as it drops the way, or is cutting losses the path to success?



Today, we will thoroughly analyze this issue using data and practical experience!

📊 1. Buy more as it drops vs. stop-loss, let the data reveal the truth!

Let's first look at historical data to see which of these two strategies is superior?
✅ Long-term trend of Bitcoin: Since 2009, Bitcoin has gone from $0.003 to $100,000, an increase of over 30 million times.

In crypto videos, there are always people boasting: "Earn 100,000 in a day" and "10x in 30 days," and some even show screenshots of skyrocketing account balances.

But the question is: Can ordinary people still make money in the crypto space? Are those methods that claim to earn millions daily really reliable?

Today, we will thoroughly dissect the truth about making money in the crypto space!

📊 1. First, look at the data; what is the probability of making money in the crypto space?

To find out if making money in the crypto space is still possible, let’s first look at the historical data:

✅ **Long-term Bitcoin Returns:** $0.003 in 2009 → over $100,000 in 2024, an increase of 30 million times.

Bitcoin broke $100,000, and altcoins surged one after another; logically, the cryptocurrency market should be bustling, but the reality is that the groups are lifeless, and there are fewer KOLs. Where did the past frenzy go?

Is this bull market different, or are the retail investors too scared? Today, we will deeply analyze the truth behind the 'dormant' phenomenon in the cryptocurrency market in 2024!

📊 1. Why is the cryptocurrency market so quiet during this bull market?

Historically, every round of Bitcoin bull markets has led to large-scale inflows of new funds and widespread excitement among the public, but this time is a bit strange, mainly for the following reasons:

While tech giants such as OpenAI and Anthropic are building centralized empires in the field of AI, DeepSeek is taking a different approach and directly challenging the "centrally managed AI" model.

At a time when AI development is moving towards extreme centralization, the emergence of DeepSeek may change this situation. What does it mean? Can AI really be decentralized? How long can the AI ​​monopoly of technology giants last?

Today, we will analyze in depth how DeepSeek can leverage the foundation of the existing AI ecosystem from the three perspectives of technology, business, and regulation.

🔍 1. Problems with the existing AI system: Super companies are monopolizing AI

The hope of the crypto community has been paused by the SEC again!
According to reports from Wu Says Blockchain, the U.S. Securities and Exchange Commission (SEC) has once again delayed the approval of BlackRock's spot Ethereum ETF options, which won't have a conclusion until at least April 9, 2025. Strangely, the SEC is likely waiting for Atkins to be confirmed before taking action. Meanwhile, CBOE (Chicago Board Options Exchange) has submitted a 19b-4 rule change application to the SEC, supporting Fidelity's BTC and ETH ETF for physical creation and redemption, which means the market is forcing the SEC to make greater concessions.

Recently, a report from TechFlow shocked the cryptocurrency world! Data from the market prediction platform Polymarket shows that the probability of "the United States will establish a national Bitcoin reserve by the end of 2025" is as high as 46%. Although this number seems low, the cumulative trading volume of the contract has reached 696,300 US dollars. What does this indicate? Is it a historical opportunity or a bubble that misleads the market?



Is this a revolutionary breakthrough or just a castle in the air?

First of all, the probability of 46% does not seem small, especially in an environment full of uncertainty and turbulence such as the cryptocurrency market. This means that more and more market participants believe that the possibility of Bitcoin as a global reserve asset is rising sharply. As Bitcoin is gradually accepted by more institutions and countries, its sovereign status seems to be gradually taking shape. So why should the United States consider Bitcoin as a national reserve asset? Is it just to deal with the depreciation of the US dollar and inflation, or is there a deeper strategic layout?

From 500 to 36.4 million: The Logic Behind the Explosive Growth of Altcoins
Ten years ago, the cryptocurrency market was still in its primitive era. In 2013, there were fewer than 500 types of altcoins globally; their existence was a technical supplement and innovation attempt to Bitcoin. By 2017, the crypto market entered its first explosion period, with ICOs crazily attracting funds, and the number of altcoins rapidly grew to 3,000. Today, in 2025, the number of altcoins has exceeded 36.4 million!

This number seems brilliant, but what kind of market changes does it represent? Is it the vigorous development of the crypto industry, or is the bubble gradually accumulating? As a veteran in the crypto space, I will help you see through the essence of the altcoin craze.