crypto-后山人
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#AIagent and #RWA are the two rare opportunities in the coming years!
👇👇
- The ICO of 2017 and the DeFi and NFT boom of 2020 established Ethereum;
- The meme of 2024 and the currently trending AI agent will establish Solana;
So whoever can seize the next round of ecological opportunities will be able to dominate the landscape.
AI agent is a major direction for the future. Although the main battlefield is currently Solana, Ethereum's L2 Base can barely hold its own. Most of Ethereum's L2s can compete with Solana in terms of performance, but they operate independently, leading to a severe division within Ethereum that prevents a united force to empower ETH.
Another significant ecological opportunity in the future lies in RWA, which has a large scale. Due to RWA's high requirements for compliance and security, Ethereum, with its higher underlying security, still has an advantage.
AI agents and RWA are the most important forms for cryptocurrency to achieve large-scale implementation and are the rare opportunities in the coming years. If Ethereum misses out again, it will head into confusion.
In the coming years, Wall Street's big capital will surely push for financial derivatives centered around ETFs, forming a massive crypto-financial system, and this vehicle will most likely be through RWA; AI agents will introduce intelligence into the crypto field, further reinforcing the dollar's dominance in crypto financial hegemony.
This can be referenced from the latest research report by Tianfeng Securities: AI represents plan A for maintaining dollar hegemony, while cryptocurrencies represent plan B for ensuring the dollar's status.
👇👇
- The ICO of 2017 and the DeFi and NFT boom of 2020 established Ethereum;
- The meme of 2024 and the currently trending AI agent will establish Solana;
So whoever can seize the next round of ecological opportunities will be able to dominate the landscape.
AI agent is a major direction for the future. Although the main battlefield is currently Solana, Ethereum's L2 Base can barely hold its own. Most of Ethereum's L2s can compete with Solana in terms of performance, but they operate independently, leading to a severe division within Ethereum that prevents a united force to empower ETH.
Another significant ecological opportunity in the future lies in RWA, which has a large scale. Due to RWA's high requirements for compliance and security, Ethereum, with its higher underlying security, still has an advantage.
AI agents and RWA are the most important forms for cryptocurrency to achieve large-scale implementation and are the rare opportunities in the coming years. If Ethereum misses out again, it will head into confusion.
In the coming years, Wall Street's big capital will surely push for financial derivatives centered around ETFs, forming a massive crypto-financial system, and this vehicle will most likely be through RWA; AI agents will introduce intelligence into the crypto field, further reinforcing the dollar's dominance in crypto financial hegemony.
This can be referenced from the latest research report by Tianfeng Securities: AI represents plan A for maintaining dollar hegemony, while cryptocurrencies represent plan B for ensuring the dollar's status.
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Has the altcoin season ended? Will it repeat the trend of March? (This article was published on the 12th on X, I forgot to sync with the Square, my apologies)
In the early hours of December 10th, the cryptocurrency market saw a sharp short-term drop in altcoins and meme coins, leading to significant losses and nearly 600,000 liquidations, far exceeding the 100,000 liquidations during the '3.12 Crash' of 2020. Meanwhile, funding rates plummeted and approached bear market levels. This indicates that the rapid rise of altcoins was driven by leveraged funds, which were expected to last about a month; however, overnight liquidations cleared the leverage, causing altcoins to temporarily lose upward momentum.
Currently, altcoins face ongoing unlocks from venture capital firms, stagnation in ecosystems, and unresolved fundamentals due to large market capitalizations. This rebound driven by leveraged funds came quickly and left just as fast.
On the other hand, BTC and ETH, supported by US ETFs, are faring slightly better, with ETF funds continuing to net buy Bitcoin and Ethereum, resulting in smaller declines for Bitcoin. Bitcoin ETFs have seen net inflows for 9 consecutive days, totaling $4 billion (of which 88% comes from BlackRock); Ethereum ETFs have had net inflows for 12 consecutive days, totaling $1.9 billion (of which 64% comes from BlackRock).
Will we see a repeat of the March trend? Will BTC experience wide-ranging fluctuations while altcoins enter a downward trend?
It is highly likely. For BTC, due to large institutions, substantial capital, and even national governments considering it as a strategic reserve, it is difficult to see a significant drop unless a black swan event occurs in the US macroeconomy. However, altcoins, especially ancient altcoins, lack ecosystem and technological breakthrough potential, resulting in a low wealth effect for ordinary investors. Therefore, it is highly probable that Bitcoin will fluctuate in the $80,000 to $110,000 range driven by funds like ETFs and MSTR until the next driving event occurs. After the liquidation of leveraged funds in this round, if no new ecosystems emerge, altcoins are likely to show a rebound followed by continued declines.
In terms of strategy, after each major market drop, consider bottom-fishing, and once there is a 30%-50% rebound, it may be time to take profits, avoiding excessive greed. Focus on leading projects in #defi, #meme, #ai, and #rwa tracks!
#山寨季何时到来？
#山寨现货布局如何布局
In the early hours of December 10th, the cryptocurrency market saw a sharp short-term drop in altcoins and meme coins, leading to significant losses and nearly 600,000 liquidations, far exceeding the 100,000 liquidations during the '3.12 Crash' of 2020. Meanwhile, funding rates plummeted and approached bear market levels. This indicates that the rapid rise of altcoins was driven by leveraged funds, which were expected to last about a month; however, overnight liquidations cleared the leverage, causing altcoins to temporarily lose upward momentum.
Currently, altcoins face ongoing unlocks from venture capital firms, stagnation in ecosystems, and unresolved fundamentals due to large market capitalizations. This rebound driven by leveraged funds came quickly and left just as fast.
On the other hand, BTC and ETH, supported by US ETFs, are faring slightly better, with ETF funds continuing to net buy Bitcoin and Ethereum, resulting in smaller declines for Bitcoin. Bitcoin ETFs have seen net inflows for 9 consecutive days, totaling $4 billion (of which 88% comes from BlackRock); Ethereum ETFs have had net inflows for 12 consecutive days, totaling $1.9 billion (of which 64% comes from BlackRock).
Will we see a repeat of the March trend? Will BTC experience wide-ranging fluctuations while altcoins enter a downward trend?
It is highly likely. For BTC, due to large institutions, substantial capital, and even national governments considering it as a strategic reserve, it is difficult to see a significant drop unless a black swan event occurs in the US macroeconomy. However, altcoins, especially ancient altcoins, lack ecosystem and technological breakthrough potential, resulting in a low wealth effect for ordinary investors. Therefore, it is highly probable that Bitcoin will fluctuate in the $80,000 to $110,000 range driven by funds like ETFs and MSTR until the next driving event occurs. After the liquidation of leveraged funds in this round, if no new ecosystems emerge, altcoins are likely to show a rebound followed by continued declines.
In terms of strategy, after each major market drop, consider bottom-fishing, and once there is a 30%-50% rebound, it may be time to take profits, avoiding excessive greed. Focus on leading projects in #defi, #meme, #ai, and #rwa tracks!
#山寨季何时到来？
#山寨现货布局如何布局
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Let’s talk about some changes in encryption that we have noticed in the past two months:
The "Spring Festival market" in 2025 did not appear as expected. Instead, a wave of sharp declines in altcoins washed away the market. The large number of stocks that were continuously listed at high prices and cashed out became the root cause of the altcoin bear market. Unless a new big ecological narrative emerges, the altcoin bear market will continue for a long time.
At present, the global capital is most concerned about the trend of the US dollar in the macro sense. There is a saying in the traditional financial market: if the United States wants to maintain its financial hegemony, it needs a strong US dollar, and a strong US dollar will lead to a weak gold.
The current situation is that, although the Federal Reserve has maintained high interest rates in recent years, gold has continued to rise, approaching a record high of $3,000 per ounce, and has risen by about 50% in the past year, with no sign of a correction. There is only one explanation: capital ignores the strong Federal Reserve and is using actions to look down on the dollar.
At present, the global capital is most concerned about the trend of the US dollar in the macro sense. There is a saying in the traditional financial market: if the United States wants to maintain its financial hegemony, it needs a strong US dollar, and a strong US dollar will lead to a weak gold.
The current situation is that, although the Federal Reserve has maintained high interest rates in recent years, gold has continued to rise, approaching a record high of $3,000 per ounce, and has risen by about 50% in the past year, with no sign of a correction. There is only one explanation: capital ignores the strong Federal Reserve and is using actions to look down on the dollar.
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After the collapse of altcoins and meme coins, it is now time to wait for the emergence of quality projects.
The bull market cycle of 2020-2021 had ecosystems such as DeFi and NFTs to support it. DeFi has survived well to this day and is getting better, but there hasn't been a truly grounded narrative in this cycle; now all that remains is endless PvP and nihilism. After Trump and his wife issued coins, meme coins that were hyped on SOL for nearly a year experienced a cliff-like collapse, extinguishing the budding flames of AI agents.
Yesterday, the president of the Central African Republic also issued his own token on Twitter, with a token model similar to TRUMP's, and it is "unclear" whether Twitter was "hacked." The "elites" around the world are all adopting this method, draining liquidity; the crypto space has turned into a bloodsucking ground this cycle. If this phenomenon continues, the crypto field will inevitably decline, remaining stuck in the online PvP stage, with the pool only getting smaller.
Yesterday, the president of the Central African Republic also issued his own token on Twitter, with a token model similar to TRUMP's, and it is "unclear" whether Twitter was "hacked." The "elites" around the world are all adopting this method, draining liquidity; the crypto space has turned into a bloodsucking ground this cycle. If this phenomenon continues, the crypto field will inevitably decline, remaining stuck in the online PvP stage, with the pool only getting smaller.
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I originally thought that CZ @cz_binance's tweet about #TST would bring the biggest opportunity for the BSC chain this year. In spring, let BSC shine! But looking today, you're not just trying to make a big move, you're just making a huge mess!
In today's public chain competition, having just technology is no longer enough; users are the key. Ethereum is busy with technical upgrades and emphasizes decentralization, but as a result, it has driven users away. SOL understands this principle, which is why it is thriving. If the BSC chain can seize this opportunity, it might really turn things around.
But you’re acting like an aging impotent man, climaxing in three seconds; the wealth effect just started spreading on the chain, and Binance has become the harvester.
What can retail investors do?
In today's public chain competition, having just technology is no longer enough; users are the key. Ethereum is busy with technical upgrades and emphasizes decentralization, but as a result, it has driven users away. SOL understands this principle, which is why it is thriving. If the BSC chain can seize this opportunity, it might really turn things around.
But you’re acting like an aging impotent man, climaxing in three seconds; the wealth effect just started spreading on the chain, and Binance has become the harvester.
What can retail investors do?
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Bold prediction:
Bitcoin may gradually fall to $70,000-75,000, and then rise to $250,000 by the end of 2025. Short-term price fluctuations are affected by the Fed's policies, Treasury market risks and political games, and in the long run, it still benefits from global liquidity easing.
$BTC
#比特币大亨惊爆预言
#比特币走势分析
Bitcoin may gradually fall to $70,000-75,000, and then rise to $250,000 by the end of 2025. Short-term price fluctuations are affected by the Fed's policies, Treasury market risks and political games, and in the long run, it still benefits from global liquidity easing.
$BTC
#比特币大亨惊爆预言
#比特币走势分析
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https://app.binance.com/uni-qr/cart/18871815484258?r=99982420&l=zh-CN&uco=kgb_i7U_9YICiB68H9TKgA&isst=1&uc=app_square_share_link&us=copylink
Interpretation of the Overvaluation of Ethereum
Interpretation of the Overvaluation of Ethereum
Casual Talk About Today's Major Drop
2.3 Today's major drop can be said to surpass the events of March 12 and May 19! Many long-term investors in the industry, big players, and small retail investors, especially contract traders, were basically wiped out!
I have previously tweeted to explain whether the so-called altcoin season really exists!
There has also been talk about what consequences the current pattern of Ethereum will have!
(The link to the tweet will be placed in the comments, those interested can refer to it.)
Let's talk about this major drop:
There are many factors that contributed to this drop, all intertwined.
1. Good news is all out. On January 20, 2021, Trump officially took office, similar to the Coinbase listing on April 14, 2021. To put it simply, it's like the listing of SMIC on the A-shares in 2020, after two years of strong performance, the previously favorable conditions have all played out, and there’s no stronger logical catalyst in the short term.
I have previously tweeted to explain whether the so-called altcoin season really exists!
There has also been talk about what consequences the current pattern of Ethereum will have!
(The link to the tweet will be placed in the comments, those interested can refer to it.)
Let's talk about this major drop:
There are many factors that contributed to this drop, all intertwined.
1. Good news is all out. On January 20, 2021, Trump officially took office, similar to the Coinbase listing on April 14, 2021. To put it simply, it's like the listing of SMIC on the A-shares in 2020, after two years of strong performance, the previously favorable conditions have all played out, and there’s no stronger logical catalyst in the short term.
See original
Casual Talk About Today's Major Drop
2.3 Today's major drop can be said to surpass the events of March 12 and May 19! Many long-term investors in the industry, big players, and small retail investors, especially contract traders, were basically wiped out!
I have previously tweeted to explain whether the so-called altcoin season really exists!
There has also been talk about what consequences the current pattern of Ethereum will have!
(The link to the tweet will be placed in the comments, those interested can refer to it.)
Let's talk about this major drop:
There are many factors that contributed to this drop, all intertwined.
1. Good news is all out. On January 20, 2021, Trump officially took office, similar to the Coinbase listing on April 14, 2021. To put it simply, it's like the listing of SMIC on the A-shares in 2020, after two years of strong performance, the previously favorable conditions have all played out, and there’s no stronger logical catalyst in the short term.
I have previously tweeted to explain whether the so-called altcoin season really exists!
There has also been talk about what consequences the current pattern of Ethereum will have!
(The link to the tweet will be placed in the comments, those interested can refer to it.)
Let's talk about this major drop:
There are many factors that contributed to this drop, all intertwined.
1. Good news is all out. On January 20, 2021, Trump officially took office, similar to the Coinbase listing on April 14, 2021. To put it simply, it's like the listing of SMIC on the A-shares in 2020, after two years of strong performance, the previously favorable conditions have all played out, and there’s no stronger logical catalyst in the short term.
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Brothers, the New Year is coming soon, and I have already returned to our hometown in the mountains. The signal is not very good, the village has just gotten 3G. During the New Year, I will help with slaughtering the annual pig, making cured meat, curing fish, and doing a thorough cleaning at home. I am afraid I won't be able to update normally. When I have time and am not busy, I will climb up the utility pole to update you all on the wealth code!!!
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Have you all noticed?
In the past two years, there has been a significant change in the cryptocurrency industry: BTC has been on a bull market, the SOL ecosystem has also shown a strong wealth effect, and some lesser-known old coins like XRP, ADA, and even SUI have seen substantial rises. Behind them are European and American capital exerting influence; whoever the capital supports, even if their ecosystem develops moderately, can become a market cap giant.
After Trump officially takes office as the new president, the U.S. cryptocurrency industry is likely to thrive even more. The capital that was suppressed during the Biden administration can now make a bold move, and more opportunities will emerge. Therefore, the key focus for the future is: does this project have major investors behind it? The power of capital has become a crucial factor for a project's success.
The meme coin issued by Trump can be speculated to over 30 billion U.S. dollars in the primary market, which even siphoned off liquidity from trading platforms, forcing some to temporarily close withdrawals from the SOL chain. This indicates that the primary market now holds the pricing power and massive liquidity of tokens, and the weakening of liquidity and pricing power of large trading platforms also heralds the rise of a new round of opportunities on the chain.
The new round of ecological opportunities will not be from old projects, so most altcoins in the secondary market will likely face a prolonged bear market. Everyone must pay more attention to opportunities on the chain!
#特朗普就职后行情怎么走？ #山寨季何时到来？
In the past two years, there has been a significant change in the cryptocurrency industry: BTC has been on a bull market, the SOL ecosystem has also shown a strong wealth effect, and some lesser-known old coins like XRP, ADA, and even SUI have seen substantial rises. Behind them are European and American capital exerting influence; whoever the capital supports, even if their ecosystem develops moderately, can become a market cap giant.
After Trump officially takes office as the new president, the U.S. cryptocurrency industry is likely to thrive even more. The capital that was suppressed during the Biden administration can now make a bold move, and more opportunities will emerge. Therefore, the key focus for the future is: does this project have major investors behind it? The power of capital has become a crucial factor for a project's success.
The meme coin issued by Trump can be speculated to over 30 billion U.S. dollars in the primary market, which even siphoned off liquidity from trading platforms, forcing some to temporarily close withdrawals from the SOL chain. This indicates that the primary market now holds the pricing power and massive liquidity of tokens, and the weakening of liquidity and pricing power of large trading platforms also heralds the rise of a new round of opportunities on the chain.
The new round of ecological opportunities will not be from old projects, so most altcoins in the secondary market will likely face a prolonged bear market. Everyone must pay more attention to opportunities on the chain!
#特朗普就职后行情怎么走？ #山寨季何时到来？
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Brothers and sisters, want to make a name for yourself in the cryptocurrency field? AiBox is definitely your best choice! On this platform, you can stay on top of the meme trend. For example, when a popular game meme goes viral, you can use the platform's tools to turn it into a meme token and launch it with one click, seizing the market opportunity.
The trading experience is fantastic; AiBox supports multiple chains, from SOL to mainstream chains that will be integrated later, making your trading smooth and effortless. Moreover, the platform offers various deposit methods to meet your different needs.
Additionally, making money on AiBox is super easy. By liking and sharing the meme content on the platform, you can earn project tokens. If you have strong social skills and invite friends to join, you can enjoy high commissions with no income limit. Hurry up and give it a try!
#meme #aibox #web3 #0撸 #Trump
The trading experience is fantastic; AiBox supports multiple chains, from SOL to mainstream chains that will be integrated later, making your trading smooth and effortless. Moreover, the platform offers various deposit methods to meet your different needs.
Additionally, making money on AiBox is super easy. By liking and sharing the meme content on the platform, you can earn project tokens. If you have strong social skills and invite friends to join, you can enjoy high commissions with no income limit. Hurry up and give it a try!
#meme #aibox #web3 #0撸 #Trump