小麦日记本
@XM_RJB
你的Web3课代表，帮你更快触达前沿Web3 / 📈技术分析 / 推特同名
Following
Followers
Liked
Shared
See original
🔴｜The biggest hot topic this year is undoubtedly the BTC strategic reserve
————————————————————
In mid-November, with the news of Trump's election and his campaign promises on cryptocurrencies, the crypto market ushered in an epic boost, with BTC rising from 68,000 to 100,000. This move may overturn BTC's traditional bull-bear cycle. In other words, any slight "stir" in the future may cause drastic fluctuations in the market situation.
As for the BTC strategic reserve, it was first proposed by Senator Cynthia Lummis on July 31, 2024 (BITCOIN Act of 2024). The bill proposes that the Federal Reserve will purchase 200,000 BTC each year to replace gold as a new strategic reserve, reaching 1 million BTC within five years.
In mid-November, with the news of Trump's election and his campaign promises on cryptocurrencies, the crypto market ushered in an epic boost, with BTC rising from 68,000 to 100,000. This move may overturn BTC's traditional bull-bear cycle. In other words, any slight "stir" in the future may cause drastic fluctuations in the market situation.
As for the BTC strategic reserve, it was first proposed by Senator Cynthia Lummis on July 31, 2024 (BITCOIN Act of 2024). The bill proposes that the Federal Reserve will purchase 200,000 BTC each year to replace gold as a new strategic reserve, reaching 1 million BTC within five years.
See original
Those who didn't enter the market at 184, now seeing that it has reached 200, are afraid of being trapped. What should I do? I hesitated and watched it rise every day, and watched it miss it again.
Just like watching BTC rise from 60,000 to 100,000 without any callback.
Refer to the previous article, the annual dark horse summary, I love SOL in 2024, and it will continue to shine in 25 years
#比特币走势观察
Just like watching BTC rise from 60,000 to 100,000 without any callback.
Refer to the previous article, the annual dark horse summary, I love SOL in 2024, and it will continue to shine in 25 years
#比特币走势观察
小麦日记本
--
🔴｜Has the pullback's bullet run out?
————————————————————
In the previous article, we talked about the reasons driving this pullback. So now, is it time to go long? Or should we cut losses?
As the end of the year approaches, BTC has experienced some pullbacks, while altcoins have indeed suffered a waterfall-like halving. However, BTC and some mainstream coins are experiencing pullbacks after breaking new highs. But what about altcoins? They just recovered a bit before being halved again, almost going back to square one.
I have a friend who heavily invested in altcoins in the middle of this year. A while ago, he was close to breaking even, but now he has once again been halved and trapped. You could say he has been running alongside the market almost all year.
At this position, pay close attention to SOL, which is once again touching an upward structural pullback. At this moment, be mindful of whether the support is being sustained. Currently, among mainstream coins, SOL is very worth buying.
Brothers entering the market at this position should pay attention 👇🏻 to the stop-loss yellow line below. If it threatens to reach this line, decisive action must be taken to cut losses.
————————————————————
In the previous article, we talked about the reasons driving this pullback. So now, is it time to go long? Or should we cut losses?
As the end of the year approaches, BTC has experienced some pullbacks, while altcoins have indeed suffered a waterfall-like halving. However, BTC and some mainstream coins are experiencing pullbacks after breaking new highs. But what about altcoins? They just recovered a bit before being halved again, almost going back to square one.
I have a friend who heavily invested in altcoins in the middle of this year. A while ago, he was close to breaking even, but now he has once again been halved and trapped. You could say he has been running alongside the market almost all year.
At this position, pay close attention to SOL, which is once again touching an upward structural pullback. At this moment, be mindful of whether the support is being sustained. Currently, among mainstream coins, SOL is very worth buying.
Brothers entering the market at this position should pay attention 👇🏻 to the stop-loss yellow line below. If it threatens to reach this line, decisive action must be taken to cut losses.
See original
🔴｜Now is a great opportunity to position in altcoins before Trump takes office
————————————————————
Otherwise, when U.S. institutional investors return from the Christmas holiday on January 6, market liquidity and sentiment will recover, potentially driving up prices. Currently, the pullback in altcoins creates a favorable positioning advantage.
Moreover, the market is about to prepare for Trump's power transition, and compliant crypto projects will be favored. If you choose to wait until after Trump takes office, your purchase cost will increase.
🔻ETF Fund Analysis:
Yesterday, Bitcoin spot ETF saw a net inflow of 5.31 million USD, while Ethereum spot ETF had a net inflow of 35.93 million USD. The larger inflow into Ethereum indicates that U.S. investors are more confident in its future performance.
This suggests that compared to the high-priced BTC, investors are more willing to invest in Ethereum, representing market confidence in Ethereum. Positioning in Ethereum L2 at this moment is a good choice.
Currently, the market is at a small cycle peak, while the large cycle bull market is brewing, indicating there is still room for growth, and for altcoins, it has just begun.
🔹Investors know that we have only touched the tip of the iceberg regarding Ethereum's potential. Ethereum has been making long-term plans and is achieving success. The golden age of cryptocurrency adoption has arrived, and Ethereum will lead this revival in 2025.
This does not mean that BTC is not worth investing in; as seen in the BTC rainbow chart below, the current position is in an accumulation zone and has not yet reached the bubble expansion stage.
#2025有哪些关键叙事？
————————————————————
Otherwise, when U.S. institutional investors return from the Christmas holiday on January 6, market liquidity and sentiment will recover, potentially driving up prices. Currently, the pullback in altcoins creates a favorable positioning advantage.
Moreover, the market is about to prepare for Trump's power transition, and compliant crypto projects will be favored. If you choose to wait until after Trump takes office, your purchase cost will increase.
🔻ETF Fund Analysis:
Yesterday, Bitcoin spot ETF saw a net inflow of 5.31 million USD, while Ethereum spot ETF had a net inflow of 35.93 million USD. The larger inflow into Ethereum indicates that U.S. investors are more confident in its future performance.
This suggests that compared to the high-priced BTC, investors are more willing to invest in Ethereum, representing market confidence in Ethereum. Positioning in Ethereum L2 at this moment is a good choice.
Currently, the market is at a small cycle peak, while the large cycle bull market is brewing, indicating there is still room for growth, and for altcoins, it has just begun.
🔹Investors know that we have only touched the tip of the iceberg regarding Ethereum's potential. Ethereum has been making long-term plans and is achieving success. The golden age of cryptocurrency adoption has arrived, and Ethereum will lead this revival in 2025.
This does not mean that BTC is not worth investing in; as seen in the BTC rainbow chart below, the current position is in an accumulation zone and has not yet reached the bubble expansion stage.
#2025有哪些关键叙事？
小麦日记本
--
🔴｜Looking back at the four important milestones of Ethereum in 2024, the ETH 2025 doomsday vehicle is launched
————————————————————
In 2024, Ethereum welcomed a perfect storm of fundamental catalysts, thriving beyond expectations. The voices that predicted Ethereum's decline have been thoroughly disproven, and now the only complaint is that its price has “only” increased by about 50%.
📍 Looking back at 2024, Ethereum made four incredible advancements:
1️⃣ Trump endorsed ETH as a store of value:
The significance of this matter cannot be overstated. Governments have avoided cryptocurrency for over a decade, and now, a president is actually launching applications on Ethereum and using ETH as a store of value asset. Isn't this the best news ever?
In 2024, Ethereum welcomed a perfect storm of fundamental catalysts, thriving beyond expectations. The voices that predicted Ethereum's decline have been thoroughly disproven, and now the only complaint is that its price has “only” increased by about 50%.
📍 Looking back at 2024, Ethereum made four incredible advancements:
1️⃣ Trump endorsed ETH as a store of value:
The significance of this matter cannot be overstated. Governments have avoided cryptocurrency for over a decade, and now, a president is actually launching applications on Ethereum and using ETH as a store of value asset. Isn't this the best news ever?
See original
🔴｜Looking back at the four important milestones of Ethereum in 2024, the ETH 2025 doomsday vehicle is launched
————————————————————
In 2024, Ethereum welcomed a perfect storm of fundamental catalysts, thriving beyond expectations. The voices that predicted Ethereum's decline have been thoroughly disproven, and now the only complaint is that its price has “only” increased by about 50%.
📍 Looking back at 2024, Ethereum made four incredible advancements:
1️⃣ Trump endorsed ETH as a store of value:
The significance of this matter cannot be overstated. Governments have avoided cryptocurrency for over a decade, and now, a president is actually launching applications on Ethereum and using ETH as a store of value asset. Isn't this the best news ever?
In 2024, Ethereum welcomed a perfect storm of fundamental catalysts, thriving beyond expectations. The voices that predicted Ethereum's decline have been thoroughly disproven, and now the only complaint is that its price has “only” increased by about 50%.
📍 Looking back at 2024, Ethereum made four incredible advancements:
1️⃣ Trump endorsed ETH as a store of value:
The significance of this matter cannot be overstated. Governments have avoided cryptocurrency for over a decade, and now, a president is actually launching applications on Ethereum and using ETH as a store of value asset. Isn't this the best news ever?
See original
🔴｜Intent Abstraction VS Chain Abstraction, Who is the King of Interoperability?
————————————————————
Chain abstraction and intent-centered solutions are both designed to solve the same core problem: how to achieve automated and asynchronous interoperability between different blockchain networks. In simple terms, it allows different blockchains to communicate and collaborate automatically and asynchronously.
📍 They both introduce the concepts of 'counterparty' and 'cross-chain proof,' but the implementation methods are vastly different. This article will detail the comparisons of their characteristics:
1) Features of Chain Abstraction 🔻
Chain abstraction and intent-centered solutions are both designed to solve the same core problem: how to achieve automated and asynchronous interoperability between different blockchain networks. In simple terms, it allows different blockchains to communicate and collaborate automatically and asynchronously.
📍 They both introduce the concepts of 'counterparty' and 'cross-chain proof,' but the implementation methods are vastly different. This article will detail the comparisons of their characteristics:
1) Features of Chain Abstraction 🔻
See original
🔴｜Callbacks are opportunities, the cannonball charges forward
————————————————————
Although the US stock market is closed for Christmas, the liquidity of Bitcoin is affected by US stock ETFs, leading to a decrease in liquidity. However, it cannot be denied that funds are gradually flowing into other altcoins from BTC.
You cannot deny that in 2024, among mainstream coins, Solana's performance is exceptionally strong and impressive.
At this moment, the rising channel structure of the candlestick chart is also very beautiful. During the previous decline, I directly posted a message letting you know that if you wanted to buy, choose SOL, and now you have likely realized some profits. Continue to hold; the altcoin season is about to explode.
#“圣诞老人行情”再现
————————————————————
Although the US stock market is closed for Christmas, the liquidity of Bitcoin is affected by US stock ETFs, leading to a decrease in liquidity. However, it cannot be denied that funds are gradually flowing into other altcoins from BTC.
You cannot deny that in 2024, among mainstream coins, Solana's performance is exceptionally strong and impressive.
At this moment, the rising channel structure of the candlestick chart is also very beautiful. During the previous decline, I directly posted a message letting you know that if you wanted to buy, choose SOL, and now you have likely realized some profits. Continue to hold; the altcoin season is about to explode.
#“圣诞老人行情”再现
小麦日记本
--
🔴｜Has the pullback's bullet run out?
————————————————————
In the previous article, we talked about the reasons driving this pullback. So now, is it time to go long? Or should we cut losses?
As the end of the year approaches, BTC has experienced some pullbacks, while altcoins have indeed suffered a waterfall-like halving. However, BTC and some mainstream coins are experiencing pullbacks after breaking new highs. But what about altcoins? They just recovered a bit before being halved again, almost going back to square one.
I have a friend who heavily invested in altcoins in the middle of this year. A while ago, he was close to breaking even, but now he has once again been halved and trapped. You could say he has been running alongside the market almost all year.
At this position, pay close attention to SOL, which is once again touching an upward structural pullback. At this moment, be mindful of whether the support is being sustained. Currently, among mainstream coins, SOL is very worth buying.
Brothers entering the market at this position should pay attention 👇🏻 to the stop-loss yellow line below. If it threatens to reach this line, decisive action must be taken to cut losses.
————————————————————
In the previous article, we talked about the reasons driving this pullback. So now, is it time to go long? Or should we cut losses?
As the end of the year approaches, BTC has experienced some pullbacks, while altcoins have indeed suffered a waterfall-like halving. However, BTC and some mainstream coins are experiencing pullbacks after breaking new highs. But what about altcoins? They just recovered a bit before being halved again, almost going back to square one.
I have a friend who heavily invested in altcoins in the middle of this year. A while ago, he was close to breaking even, but now he has once again been halved and trapped. You could say he has been running alongside the market almost all year.
At this position, pay close attention to SOL, which is once again touching an upward structural pullback. At this moment, be mindful of whether the support is being sustained. Currently, among mainstream coins, SOL is very worth buying.
Brothers entering the market at this position should pay attention 👇🏻 to the stop-loss yellow line below. If it threatens to reach this line, decisive action must be taken to cut losses.
See original
🔴｜25 Years of Crypto Highlights Report: Solana is this year’s top L1
————————————————————
📍2024 is a year of transformation and recovery for the crypto industry. After the turmoil of the last cycle, the industry has made significant progress in rebuilding trust, promoting innovation, and developing into a mature financial and technological ecosystem. This article will narrate 24 years of crypto in four aspects:
1) Geopolitical macro analysis
2) Macro analysis of the crypto market
3) Policies and regulations
4) Organizational layout
5) Is 2024 the year of SOL?
6) The Prospect of MEME
1) Geopolitical macro analysis🔻
📍2024 is a year of transformation and recovery for the crypto industry. After the turmoil of the last cycle, the industry has made significant progress in rebuilding trust, promoting innovation, and developing into a mature financial and technological ecosystem. This article will narrate 24 years of crypto in four aspects:
1) Geopolitical macro analysis
2) Macro analysis of the crypto market
3) Policies and regulations
4) Organizational layout
5) Is 2024 the year of SOL?
6) The Prospect of MEME
1) Geopolitical macro analysis🔻
See original
🔴｜Has the pullback's bullet run out?
————————————————————
In the previous article, we talked about the reasons driving this pullback. So now, is it time to go long? Or should we cut losses?
As the end of the year approaches, BTC has experienced some pullbacks, while altcoins have indeed suffered a waterfall-like halving. However, BTC and some mainstream coins are experiencing pullbacks after breaking new highs. But what about altcoins? They just recovered a bit before being halved again, almost going back to square one.
I have a friend who heavily invested in altcoins in the middle of this year. A while ago, he was close to breaking even, but now he has once again been halved and trapped. You could say he has been running alongside the market almost all year.
At this position, pay close attention to SOL, which is once again touching an upward structural pullback. At this moment, be mindful of whether the support is being sustained. Currently, among mainstream coins, SOL is very worth buying.
Brothers entering the market at this position should pay attention 👇🏻 to the stop-loss yellow line below. If it threatens to reach this line, decisive action must be taken to cut losses.
————————————————————
In the previous article, we talked about the reasons driving this pullback. So now, is it time to go long? Or should we cut losses?
As the end of the year approaches, BTC has experienced some pullbacks, while altcoins have indeed suffered a waterfall-like halving. However, BTC and some mainstream coins are experiencing pullbacks after breaking new highs. But what about altcoins? They just recovered a bit before being halved again, almost going back to square one.
I have a friend who heavily invested in altcoins in the middle of this year. A while ago, he was close to breaking even, but now he has once again been halved and trapped. You could say he has been running alongside the market almost all year.
At this position, pay close attention to SOL, which is once again touching an upward structural pullback. At this moment, be mindful of whether the support is being sustained. Currently, among mainstream coins, SOL is very worth buying.
Brothers entering the market at this position should pay attention 👇🏻 to the stop-loss yellow line below. If it threatens to reach this line, decisive action must be taken to cut losses.
See original
🔴｜Will Bitcoin fall further? Stay steady, this is a healthy market correction
————————————————————
As BTC is preparing to challenge 110,000, it experienced a correction, briefly dropping below 92,000, while the major coin saw a slight decline. For altcoins, it was catastrophic, with ETH briefly falling below 3,100 USD, and coins like ADA, LINK, APT dropping by as much as 20%. Other altcoins faced significant halving in value.
This led to over 420,000 liquidations, with the amount of liquidated long positions reaching 1.2 billion USD❗
🔻 The main reasons for this crash are:
First, the latest dot plot forecast from the Federal Reserve indicates only two rate cuts by 2025, far below market expectations, disappointing investors and causing both US and A-shares to decline📉.
Second, the hawkish comments from Federal Reserve Chairman Powell have had an impact. Simply put, the Fed has no intention of buying Bitcoin or changing the law.
📍 However, we need not worry too much.
From the annual growth of Bitcoin, such a correction is healthy. Historical annual trends show that sell-offs often occur at year-end, as investors use losses to offset profits, reducing their tax burden.
The variations in the correction amplitude during Bitcoin's bull market cycles may reflect the significant demand brought by spot ETFs and the growing interest from institutional investors.
The sharper the market falls, the greater the opportunity; this is a chance to bet on a rebound. Just like when BTC dropped to 93,000 and immediately rebounded to 97,000. If you didn't seize the opportunity to enter during the rebound, it might be best to let the bullets fly for a while.
#加密市场回调
————————————————————
As BTC is preparing to challenge 110,000, it experienced a correction, briefly dropping below 92,000, while the major coin saw a slight decline. For altcoins, it was catastrophic, with ETH briefly falling below 3,100 USD, and coins like ADA, LINK, APT dropping by as much as 20%. Other altcoins faced significant halving in value.
This led to over 420,000 liquidations, with the amount of liquidated long positions reaching 1.2 billion USD❗
🔻 The main reasons for this crash are:
First, the latest dot plot forecast from the Federal Reserve indicates only two rate cuts by 2025, far below market expectations, disappointing investors and causing both US and A-shares to decline📉.
Second, the hawkish comments from Federal Reserve Chairman Powell have had an impact. Simply put, the Fed has no intention of buying Bitcoin or changing the law.
📍 However, we need not worry too much.
From the annual growth of Bitcoin, such a correction is healthy. Historical annual trends show that sell-offs often occur at year-end, as investors use losses to offset profits, reducing their tax burden.
The variations in the correction amplitude during Bitcoin's bull market cycles may reflect the significant demand brought by spot ETFs and the growing interest from institutional investors.
The sharper the market falls, the greater the opportunity; this is a chance to bet on a rebound. Just like when BTC dropped to 93,000 and immediately rebounded to 97,000. If you didn't seize the opportunity to enter during the rebound, it might be best to let the bullets fly for a while.
#加密市场回调
See original
🔴｜The cryptocurrency giant MicroStrategy, worth billions, has been selected for the Nasdaq 100 index!
————————————————————
Trading will begin on December 23rd, and the cryptocurrency market is about to enter a phase of accelerated growth! Now that it’s on the Nasdaq, how far can the S&P 500 index be? We are currently in the early stages of Wall Street's entry into Bitcoin, and the cryptocurrency market is expected to experience a qualitative leap in the next 3-5 years.
Next week, we should focus on the Federal Reserve's meeting decisions. Currently, the market's expectations for interest rate cuts are quite high, and unless there's an unexpected turn, a cut of 25 basis points is likely.
It is still a good time to continue investing in altcoins; the altcoin season has already begun, but that kind of explosive growth has not yet arrived. The cost-effectiveness of Bitcoin and some mainstream coins is no longer as high, unless you are trading contracts.
#纳斯达克100指数宣布纳入微策略
————————————————————
Trading will begin on December 23rd, and the cryptocurrency market is about to enter a phase of accelerated growth! Now that it’s on the Nasdaq, how far can the S&P 500 index be? We are currently in the early stages of Wall Street's entry into Bitcoin, and the cryptocurrency market is expected to experience a qualitative leap in the next 3-5 years.
Next week, we should focus on the Federal Reserve's meeting decisions. Currently, the market's expectations for interest rate cuts are quite high, and unless there's an unexpected turn, a cut of 25 basis points is likely.
It is still a good time to continue investing in altcoins; the altcoin season has already begun, but that kind of explosive growth has not yet arrived. The cost-effectiveness of Bitcoin and some mainstream coins is no longer as high, unless you are trading contracts.
#纳斯达克100指数宣布纳入微策略
See original
🔴｜2024 Crypto Market Annual Summary
————————————————————
2024 can be said to be a crossroads for cryptocurrencies. The strong rise of BTC is in sharp contrast to the weakness of the broader altcoin market. It was not until the end of the year that a shift in regulatory policies made the prospects for altcoins bright.
The current cryptocurrency narrative is being readjusted. This article will review the crypto market overview in 2024 and look forward to the crypto market in 2025. The following 👇🏻 will be described in four parts:
1) The bull market cycle
2) Market sentiment returns
3) Imbalance between supply and demand
4) Solana’s Road to Revival: Rising from the Ashes
2024 can be said to be a crossroads for cryptocurrencies. The strong rise of BTC is in sharp contrast to the weakness of the broader altcoin market. It was not until the end of the year that a shift in regulatory policies made the prospects for altcoins bright.
The current cryptocurrency narrative is being readjusted. This article will review the crypto market overview in 2024 and look forward to the crypto market in 2025. The following 👇🏻 will be described in four parts:
1) The bull market cycle
2) Market sentiment returns
3) Imbalance between supply and demand
4) Solana’s Road to Revival: Rising from the Ashes
See original
🔴｜Web3 Gaming Industry Outlook in 2025
————————————————————
We are at an important moment in the development of the Web3 gaming industry, and the next 12 months will be crucial in predicting the development of the next five years. Whether in a bull or bear market, as the market matures, opportunities will belong to those who can fully understand the situation and best position themselves.
📍This article will summarize the development of games in various key areas over the past year in four parts, and highlight how we think the gaming industry will develop in the next year:
1) Web3 game financing
2) Summary of the game ecosystem
We are at an important moment in the development of the Web3 gaming industry, and the next 12 months will be crucial in predicting the development of the next five years. Whether in a bull or bear market, as the market matures, opportunities will belong to those who can fully understand the situation and best position themselves.
📍This article will summarize the development of games in various key areas over the past year in four parts, and highlight how we think the gaming industry will develop in the next year:
1) Web3 game financing
2) Summary of the game ecosystem
See original
🔴｜580,000 people were liquidated. What scared you away?
——————————————————————
If you leave, it will be easier to pull the market. Last night, the currency circle had a big correction, more than 1.5 billion US dollars of long orders were liquidated, and 580,000 people were liquidated. Far more than the 100,000 liquidations in the 312 crash in 2020
This is a very obvious data, that is, cryptocurrency has gained consensus and participation from more people. After all, it is cold at the top, and a correction is a healthy signal. After the 312 crash, BTC broke through a new high again.
Now is the characteristic of a bull market with slow rise and sharp fall, and BNB is in the position of replenishment at this moment. In addition to the previous 620 point, BNB is now rising and bottoming out, which is suitable for replenishment
Again, the current position is better than 700, so you go to add it, right?
#加密市场回调
——————————————————————
If you leave, it will be easier to pull the market. Last night, the currency circle had a big correction, more than 1.5 billion US dollars of long orders were liquidated, and 580,000 people were liquidated. Far more than the 100,000 liquidations in the 312 crash in 2020
This is a very obvious data, that is, cryptocurrency has gained consensus and participation from more people. After all, it is cold at the top, and a correction is a healthy signal. After the 312 crash, BTC broke through a new high again.
Now is the characteristic of a bull market with slow rise and sharp fall, and BNB is in the position of replenishment at this moment. In addition to the previous 620 point, BNB is now rising and bottoming out, which is suitable for replenishment
Again, the current position is better than 700, so you go to add it, right?
#加密市场回调
See original
If you don't enter at this 620 support for BNB, are you really going to wait until 700 to rush in?
The big coin is stagnant, the crazy imitation season has already begun
This is not just what I'm saying, it's what cz is saying, it's what the data is saying
The 25-year bull train has already departed, everyone sit tight and hold on
#bnb创历史新高
The big coin is stagnant, the crazy imitation season has already begun
This is not just what I'm saying, it's what cz is saying, it's what the data is saying
The 25-year bull train has already departed, everyone sit tight and hold on
#bnb创历史新高
小麦日记本
--
Bullish
🔴｜BNB, do you think it is chasing high at this position?
————————————————————
If your thinking at this moment is still stuck in the previous callback thinking and you dare not take action, and you keep waiting. Then you are likely to miss this round of bull market.
Since the interest rate cut in September, I have always been a die-hard bullish bull on Bitcoin, and I will go long when I find an opportunity. I have been long until now. If you think BNB will fall when it breaks through and rises, then you see BTC breaking through a new high from 7.4w to 9.1w, and you just watch it and dare not enter.
Now BNB is above the new daily support of 620. It is better to go long at this position than to wait until 700, right?
#新币挖矿你参加了吗？
————————————————————
If your thinking at this moment is still stuck in the previous callback thinking and you dare not take action, and you keep waiting. Then you are likely to miss this round of bull market.
Since the interest rate cut in September, I have always been a die-hard bullish bull on Bitcoin, and I will go long when I find an opportunity. I have been long until now. If you think BNB will fall when it breaks through and rises, then you see BTC breaking through a new high from 7.4w to 9.1w, and you just watch it and dare not enter.
Now BNB is above the new daily support of 620. It is better to go long at this position than to wait until 700, right?
#新币挖矿你参加了吗？
See original
🔴｜Bitcoin can’t rise, altcoin season is coming❗
————————————————————
Since entering November, the crypto market has collectively experienced explosive growth due to the good news of Trump’s election as the US president. First, Bitcoin BTC has risen sharply from $66,000 to $99,000 and almost stepped into the $100,000 gate
Previously, it was Bitcoin’s own bull market, and altcoins hardly rose much and their collective market value was still in the bear market range. Now Bitcoin is stagnant around $97,000. While Bitcoin is sideways, altcoins and old coins have been extremely active in the past few days.
For example, ALT has rebounded to 0.19, with a 35.7% increase in just four days. The most dazzling old coin is XRP, which rose from 0.5 to a record high of $2.9 in one month❗
Have you noticed that at this moment, the altcoin season has come. When we criticized Bitcoin for rising and altcoins for not rising at all, it is actually a good time to lay out. Just two months ago, I also wrote many articles to emphasize that the market value of altcoins is seriously underestimated. And Binance founder CZ and mining pool F2Pool co-founder Shenyu tweeted that the altcoin season has arrived. What are you still questioning?
📍Definition of altcoin season:
If 75% of the top 50 altcoins have outperformed Bitcoin in the past 90 days, it means that the altcoin season has arrived.
The current altcoin index shows that it has risen sharply in the past few days and has broken through the key threshold of 75% to 86%. This means that in the past 90 days, 86% of the top 50 altcoins have outperformed Bitcoin. According to the index standard, the altcoin season has arrived.
And at this moment, isn’t it a good time to quickly find those altcoins that have not yet soared and make arrangements in advance? Remember the scene of the altcoin season that year? The scene of buying a random altcoin with your eyes closed and rising the next day
#山寨季何时到来？
————————————————————
Since entering November, the crypto market has collectively experienced explosive growth due to the good news of Trump’s election as the US president. First, Bitcoin BTC has risen sharply from $66,000 to $99,000 and almost stepped into the $100,000 gate
Previously, it was Bitcoin’s own bull market, and altcoins hardly rose much and their collective market value was still in the bear market range. Now Bitcoin is stagnant around $97,000. While Bitcoin is sideways, altcoins and old coins have been extremely active in the past few days.
For example, ALT has rebounded to 0.19, with a 35.7% increase in just four days. The most dazzling old coin is XRP, which rose from 0.5 to a record high of $2.9 in one month❗
Have you noticed that at this moment, the altcoin season has come. When we criticized Bitcoin for rising and altcoins for not rising at all, it is actually a good time to lay out. Just two months ago, I also wrote many articles to emphasize that the market value of altcoins is seriously underestimated. And Binance founder CZ and mining pool F2Pool co-founder Shenyu tweeted that the altcoin season has arrived. What are you still questioning?
📍Definition of altcoin season:
If 75% of the top 50 altcoins have outperformed Bitcoin in the past 90 days, it means that the altcoin season has arrived.
The current altcoin index shows that it has risen sharply in the past few days and has broken through the key threshold of 75% to 86%. This means that in the past 90 days, 86% of the top 50 altcoins have outperformed Bitcoin. According to the index standard, the altcoin season has arrived.
And at this moment, isn’t it a good time to quickly find those altcoins that have not yet soared and make arrangements in advance? Remember the scene of the altcoin season that year? The scene of buying a random altcoin with your eyes closed and rising the next day
#山寨季何时到来？
See original
🔴｜Reasons for BASE’s rapid growth and data analysis
————————————————————
When Base was launched in August 2023, it was questioned as "just another L2 fork". Today, Base has $3.79 billion TVL, more than $1.8 billion in daily trading volume, and more than $3.5 billion in stablecoin circulation.
📍This article will explain the reasons behind base growth in 5 parts:
1) Ecosystem
2) Trading volume
3) Liquidity
4) How Aerodrome rewrites the rules of DeFi
5) TradFi meets DeFi
1) Base’s ecosystem🔻
First of all, Base's ecosystem is a very powerful system across vertical fields, covering many fields such as 👇🏻
When Base was launched in August 2023, it was questioned as "just another L2 fork". Today, Base has $3.79 billion TVL, more than $1.8 billion in daily trading volume, and more than $3.5 billion in stablecoin circulation.
📍This article will explain the reasons behind base growth in 5 parts:
1) Ecosystem
2) Trading volume
3) Liquidity
4) How Aerodrome rewrites the rules of DeFi
5) TradFi meets DeFi
1) Base’s ecosystem🔻
First of all, Base's ecosystem is a very powerful system across vertical fields, covering many fields such as 👇🏻
See original
🔴｜Uncovering the Monopoly of Ethereum Blockchain Construction, the Profits Behind Titan and Flashbots
————————————————————
Few people know that only two companies create 90% of Ethereum blocks. Few people know the reason behind this monopoly. Here is a three-part story about Titan’s hidden profit of over $40 million and how chain abstraction will bring greater opportunities:
1) The rise of Titan Builder
2) Huge differentiation in profits for block builders
3) Huge opportunities for chain abstraction: Omni’s strategic thinking
At the end of 2022, Flashbots launched the MEV-Boost software. This software allows Ethereum mainnet validators to obtain transaction blocks from third-party "builders" instead of building them themselves. Builders are good at extracting maximum extractable value (MEV), which allows validators to make more money, so almost all validators quickly adopted this software.
Few people know that only two companies create 90% of Ethereum blocks. Few people know the reason behind this monopoly. Here is a three-part story about Titan’s hidden profit of over $40 million and how chain abstraction will bring greater opportunities:
1) The rise of Titan Builder
2) Huge differentiation in profits for block builders
3) Huge opportunities for chain abstraction: Omni’s strategic thinking
At the end of 2022, Flashbots launched the MEV-Boost software. This software allows Ethereum mainnet validators to obtain transaction blocks from third-party "builders" instead of building them themselves. Builders are good at extracting maximum extractable value (MEV), which allows validators to make more money, so almost all validators quickly adopted this software.
See original
🔴｜The Current State, Challenges, and Future Trends of the Cryptocurrency Industry
————————————————————
No surprise, two years ago our purchase of BTC was called 'Bitcoin Idiocy,' and now BTC is close to 100,000—nothing can be more powerful than that.
📍 This article will unfold in four parts:
1) Direction of Capital Markets
2) Challenges of Fundraising in Cryptocurrency
3) Resistance Facing Cryptocurrency Now
4) Changes in Regulation
1) Direction of Capital Markets 🔻
The overall direction of the capital markets is clearly inflows, but this will take time. Assuming most institutional investors read (The New York Times) instead of paying attention to the prediction market Polymarket, where they previously believed the probability of Trump winning was around 50% and allocated their portfolios accordingly, now that the election results are out, they will miss this wave of crypto momentum.
No surprise, two years ago our purchase of BTC was called 'Bitcoin Idiocy,' and now BTC is close to 100,000—nothing can be more powerful than that.
📍 This article will unfold in four parts:
1) Direction of Capital Markets
2) Challenges of Fundraising in Cryptocurrency
3) Resistance Facing Cryptocurrency Now
4) Changes in Regulation
1) Direction of Capital Markets 🔻
The overall direction of the capital markets is clearly inflows, but this will take time. Assuming most institutional investors read (The New York Times) instead of paying attention to the prediction market Polymarket, where they previously believed the probability of Trump winning was around 50% and allocated their portfolios accordingly, now that the election results are out, they will miss this wave of crypto momentum.
See original
🔴｜Memecoin Market Status and Evolution: From Doge to Shiba Inu to Pepe
Memecoin has been the best performing sector in the cryptocurrency space over the past year. The total market capitalization of Memecoin has now exceeded $100 billion. This makes it larger than DeFi, DePIN, games, and the metaverse combined.
Given how large and diverse this asset class has become, we tried to map it out to identify potential opportunities. We looked at the top performing coins in each quarter this year and confirmed our suspicions: Memecoin dominated every quarter.
👇🏻Here are some of the meme coins that have performed well this year:
Given how large and diverse this asset class has become, we tried to map it out to identify potential opportunities. We looked at the top performing coins in each quarter this year and confirmed our suspicions: Memecoin dominated every quarter.
👇🏻Here are some of the meme coins that have performed well this year:
See original
🔴｜The Adoption of Bitcoin by Sovereign Countries
——————————————————
A few years ago, the likelihood of Bitcoin being adopted by sovereign countries was very low, and it was labeled with various scam tags at that time. Now it seems that the price of this technology has been severely underestimated.
Currently, several sovereign countries hold BTC, among which the most well-known are El Salvador, the Abu Dhabi sovereign wealth fund participating in Bitcoin mining, and Donald Trump, the elected president of the United States, discussing strategic Bitcoin reserves on the Nashville Bitcoin stage.
📍Bitcoin National Reserves Legislation Proposed for the First Time
At the previous Bitcoin conference in Nashville, Trump claimed that after being elected president, he would establish the United States' Bitcoin strategic reserves.
Recently, U.S. Senator Cynthia Lummis has introduced a legislative draft regarding strategic Bitcoin reserves. This proposal suggests selling part of the Federal Reserve's gold reserves to establish the "strategic Bitcoin reserves" proposed by Trump, without increasing the government deficit.
👉🏻 So, what does this mean? As economist Tyler Cowen likes to say, it's about finding the equilibrium point. The game theory equilibrium of Bitcoin has already changed.
Governments can no longer ignore Bitcoin. From a game theory perspective, Bitcoin is like gunpowder in the tree of human technology, but it is not the iPhone. Director Christopher Nolan once said: I can do without an iPhone; my deliberate pursuit of "technological anti-consumerism" may even lead to lower correlation and higher creativity. But once gunpowder is discovered, every sovereign nation must adopt it, or they will face risks. This is also true for current technologies like artificial intelligence, drones, and other critical technologies.
Since the possibility of the United States adopting Bitcoin has emerged, other sovereign countries will not wait. Sovereign countries that establish Bitcoin reserves early will benefit from significantly lower entry prices.
🔻The race to establish Bitcoin reserves has already begun. The interest of the U.S. President and Senators in strategic Bitcoin reserves, along with the predictive market's assessment of its possibilities, indicates that the status of Bitcoin is changing. Countries may be forced to join this race to reserve Bitcoin for their own interests, just as they have historically adopted critical technologies like gunpowder.
——————————————————
A few years ago, the likelihood of Bitcoin being adopted by sovereign countries was very low, and it was labeled with various scam tags at that time. Now it seems that the price of this technology has been severely underestimated.
Currently, several sovereign countries hold BTC, among which the most well-known are El Salvador, the Abu Dhabi sovereign wealth fund participating in Bitcoin mining, and Donald Trump, the elected president of the United States, discussing strategic Bitcoin reserves on the Nashville Bitcoin stage.
📍Bitcoin National Reserves Legislation Proposed for the First Time
At the previous Bitcoin conference in Nashville, Trump claimed that after being elected president, he would establish the United States' Bitcoin strategic reserves.
Recently, U.S. Senator Cynthia Lummis has introduced a legislative draft regarding strategic Bitcoin reserves. This proposal suggests selling part of the Federal Reserve's gold reserves to establish the "strategic Bitcoin reserves" proposed by Trump, without increasing the government deficit.
👉🏻 So, what does this mean? As economist Tyler Cowen likes to say, it's about finding the equilibrium point. The game theory equilibrium of Bitcoin has already changed.
Governments can no longer ignore Bitcoin. From a game theory perspective, Bitcoin is like gunpowder in the tree of human technology, but it is not the iPhone. Director Christopher Nolan once said: I can do without an iPhone; my deliberate pursuit of "technological anti-consumerism" may even lead to lower correlation and higher creativity. But once gunpowder is discovered, every sovereign nation must adopt it, or they will face risks. This is also true for current technologies like artificial intelligence, drones, and other critical technologies.
Since the possibility of the United States adopting Bitcoin has emerged, other sovereign countries will not wait. Sovereign countries that establish Bitcoin reserves early will benefit from significantly lower entry prices.
🔻The race to establish Bitcoin reserves has already begun. The interest of the U.S. President and Senators in strategic Bitcoin reserves, along with the predictive market's assessment of its possibilities, indicates that the status of Bitcoin is changing. Countries may be forced to join this race to reserve Bitcoin for their own interests, just as they have historically adopted critical technologies like gunpowder.