Coinbase has news that it will officially launch on-chain trading for US stocks next week!\n\n It feels like the US regulators are taking a crucial step to push the entire US stock market onto the blockchain.\n\n If you think about it, once US stocks are on the chain, we can directly use stablecoins to buy US stocks.\n\n Could this lead to a result: cryptocurrency assets being crazily drained by US stocks? The Americans are really playing with "stablecoins - US Treasuries - US stocks" and forming a new financial layout that is mutually permeable.\n\n#US stocks #美联储降息 \n\n$SOL \n
Ethereum spot ETF has experienced a straight decline, with outflows in November exceeding 1 billion USD!
November has become the month with the largest outflow since the launch of the Ethereum ETF, accounting for nearly 10% of the total inflows. It is clear that funds are withdrawing from Ethereum!
Market 'stopping the fall', how to trade recently?
Brothers, we must talk about this week's Q4 trading guide today, the information is immense! First point: The downward trend has been confirmed, and it can't be smashed down in the short term! BTC surged to 80,000, and the market has formed a clear 'stop falling' signal. This is not a wild guess, but is supported by hard indicators: IBIT and MSTR have shown significant volume signals on a daily level. More importantly, my most important signal in trading—the weekly MACD energy bars have formed hollow bars, which means the power of the downward trend's exhaustion is already in place.
Second point: The aggressives (those playing contracts) can take a break!
The biggest event this week is the FOMC interest rate meeting early Thursday morning. A rate cut is already a "done deal," with a probability of 89% for a cut of around 25 basis points.
My short-term inclination is that there may be a significant rebound from the end of December to mid-January. Due to Christmas, there will be no decision to crash the market. What we are now looking forward to is a strong rebound after the Federal Reserve meeting to welcome Christmas!
First of all, from a broader perspective, according to the latest market analysis, we are in a 'consolidation rebound' phase, and Q1 will truly determine the long-term trend. However, regarding Q4, there is a very clear signal: a significant bottom has already formed!
Hardcore evidence of bottom support: We believe that the range of $80,000 to $85,000 is at least a very solid support level for one month. Why do we say this? 1. Explosive volume: When Bitcoin's price previously fell to around 80,000, we saw the largest daily trading volume in history for IBIT (ETF), which strongly supported the judgment of a 'falling pointer.'
Recently, the risk warning from the China Internet Finance Association and seven other departments has been making waves, but I believe there is no need for excessive interpretation.
If you look closely at the document, you'll find the key points are quite simple: The crackdown is on air coins, illegal stablecoins, illegal issuance of RWA, pyramid schemes, and cross-border money laundering, which are all inherently illegal activities.
Moreover, if you look back at history, you'll find that the risk warnings in 2013, 2017, 2021, and 2025 all occurred during periods when concepts were overheated and scammers began to emerge.
For ordinary people, the significance of such documents is singular: stay away from scams, avoid air coins, and do not get involved with CX organizations.
The ones that truly need to be cautious are those dealing with air coins (such as the highlighted π coin), OTC U traders, pyramid mining, etc.
It really is a hand full of U that can also lose money. USDT plummeted, and the off-exchange price in China fell to 6.92.
Due to U.S. sanctions, Huiwang (Huione) experienced a large-scale run on the bank.
Some merchants' accounts holding USDT have been marked as "sensitive assets" and cannot be used.
As a result, many merchants are forced to sell off in the over-the-counter market, with the USDT price plummeting from 7.2 to 6.9 CNY. Stablecoins, at this moment, appear not at all "stable".
Short-term volatility may continue to expand, and the window available to off-exchange merchants is rapidly narrowing.
Bitcoin around $80,000 has formed a solid downward resistance level. This judgment is confirmed by multiple data points: 1. Volume Verification: IBIT has seen the largest daily trading volume in history. 2. Institutional Movements: MSTR's stock price has released a massive volume again. 3. Options Support: The Q4 quarterly options have a huge scale, with solid support guidance in the $80,000 to $85,000 range (the December options have a massive open interest at $85,000).
(Q4): Focus on high selling and low buying around the $80,000 to $100,000 area. Time Span: Short-term trading mainly focuses on before December 26.
Our current analysis leans towards short cycles (within a month), and the long-term trend for Q1 will be evaluated later.
After the interest rate cut, the market is currently in a period of prolonged volatility. It is recommended to hold mainstream coins (such as Bitcoin and Ethereum), rather than altcoins.
If this period of silence can last for about a week and a half or two weeks, it will be the best time to start building positions and bottom fishing, as the future market is still promising!
Hawkish Shock After Federal Reserve Rate Cut, When Can We Buy the Dip?
The Federal Reserve announced a 25 basis point rate cut as expected. However, in the subsequent speech, Powell frequently released hawkish signals, which directly led to the collapse of the entire crypto market. Powell mentioned that more and more Federal Reserve officials wish to postpone rate cuts, and without new information, there would be reasons to slow down rate cuts, with the rate cut in December still uncertain. As a result, traders have reduced the probability of another rate cut in December from nearly 90% to less than 50%. Market Retracement and Liquidation Hawkish remarks have led to a significant pullback in risk assets. Bitcoin fell to a low of 110,000 USD, and Ethereum also dropped below 4,000 USD, with a low point even returning to 3,840 USD. Nearly 430 million USD in long positions were liquidated in the market within 12 hours, with over 300 million USD liquidated in just half an hour after Powell's speech.
【In-Depth Analysis of Interest Rate Cuts】The Federal Reserve's action has landed, is BTC a rational prosperity or a new starting point for the bull market?
Since ETH returned to 3500, I've been watching various sectors of the market.
Currently, I feel that DeFi indeed has the greatest potential and is the most worthwhile sector for value investment, but the options available are quite limited, and the volatility is significant. Although the on-chain TVL has already surpassed that of April 2022, a large amount of capital is still waiting for a point of explosion.
The Meme sector has cooled down in the past month, with mainstream Meme on exchanges and on-chain Meme both losing heat, and the projects that occasionally emerge are mostly just schemes. In terms of new developments, several social projects are about to launch tokens, and some friends are working on coin stocks and RWA, but it is evident that these two are not the sectors for ordinary retail investors, as big KOLs and market makers are set to profit.
Altcoins are advancing and retreating, still treating retail investors like fools for liquidation, Binance's manipulators first pump and then dump, directly drawing a 'person'.
This market cycle is characterized by high institutionalization and specialization, with retail investors disappearing, and the dividends belonging to retail investors are nearly gone.
The foreigner's community is quite interesting hold.btc has launched a bounty to persuade Musk to use the .btc domain, offering a reward of approximately 6.9 BTC, which is about 780,000 USD, or 6.8 million RMB This influence is significant, the Bitcoin domain sector is on fire🔥 #域名 #比特币生态