大老师Bugsbunny
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Occasional Trader
7.9 Years
机构级视角 不说废话 只说干货的 博主
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The reason for the current interest rate cut, but the market is still weak is
1. This interest rate cut is fine, the dot plot shows only one rate cut next year, which is less than the market's expectation of three rate cuts next year.
2. The magnitude of the next interest rate cut has decreased to 55%.
3. Powell has raised the threshold for rate cuts to ensure the independence of the Federal Reserve.
The third point is very crucial. The last time the threshold for rate cuts was raised was in December 2024, after which the Federal Reserve paused rate cuts and did not resume until nine months later, so the market is somewhat concerned.
#美联储降息
1. This interest rate cut is fine, the dot plot shows only one rate cut next year, which is less than the market's expectation of three rate cuts next year.
2. The magnitude of the next interest rate cut has decreased to 55%.
3. Powell has raised the threshold for rate cuts to ensure the independence of the Federal Reserve.
The third point is very crucial. The last time the threshold for rate cuts was raised was in December 2024, after which the Federal Reserve paused rate cuts and did not resume until nine months later, so the market is somewhat concerned.
#美联储降息
See original
The updated GSR should be a major strategic adjustment. It is almost impossible for passive MM to face liquidation.
Currently, the core reason for MM adjustments still lies within the projects themselves.
Some cryptocurrency projects no longer have buying interest, and the project teams are also unwilling to invest funds to maintain liquidity.
Notable projects like ASP are among them.
When encountering such drastic changes in the industry, GSR will naturally make strategic adjustments.
Currently, the core reason for MM adjustments still lies within the projects themselves.
Some cryptocurrency projects no longer have buying interest, and the project teams are also unwilling to invest funds to maintain liquidity.
Notable projects like ASP are among them.
When encountering such drastic changes in the industry, GSR will naturally make strategic adjustments.
Pay attention to market maker risks
There have been some issues with liquidity maintenance related to GSR market-making tokens
Consider the above as rumors
There have been some issues with liquidity maintenance related to GSR market-making tokens
Consider the above as rumors
See original
It should still be due to the project party not having money.
Top-tier market makers have collapsed, it's been two months,
why is there still no conclusion?
On one hand, market makers are still continuously selling off to recover losses and engaging in self-rescue; every day they can delay is a victory;
On the other hand, there are still negotiations outside with the exchange: how to fill the gaps, how to compensate, all are bargaining chips on the negotiation table.
Life is hanging by a thread, publicly admitting it is equivalent to suicide.
Buying time for space,
so don't ask, the answer is denial.
why is there still no conclusion?
On one hand, market makers are still continuously selling off to recover losses and engaging in self-rescue; every day they can delay is a victory;
On the other hand, there are still negotiations outside with the exchange: how to fill the gaps, how to compensate, all are bargaining chips on the negotiation table.
Life is hanging by a thread, publicly admitting it is equivalent to suicide.
Buying time for space,
so don't ask, the answer is denial.
See original
GSR did not market make according to the order requirements
It may be due to a lack of funds or a large strategic adjustment
Pay attention to the risks of altcoins
Only for altcoins
It may be due to a lack of funds or a large strategic adjustment
Pay attention to the risks of altcoins
Only for altcoins
See original
Pay attention to market maker risks
There have been some issues with liquidity maintenance related to GSR market-making tokens
Consider the above as rumors
There have been some issues with liquidity maintenance related to GSR market-making tokens
Consider the above as rumors
See original
Understood.
In 26 years, expanding the money supply and the issuance of 26 billion in bonds is just the beginning. After the Federal Reserve's transition, printing money will happen more naturally.
Up Only
So what is the most important thing to maintain financial stability?
It's the AI bubble, and now we need to find more reservoirs.
Robots? Crypto? Brain-machine science? SpaceX?
In 26 years, expanding the money supply and the issuance of 26 billion in bonds is just the beginning. After the Federal Reserve's transition, printing money will happen more naturally.
Up Only
So what is the most important thing to maintain financial stability?
It's the AI bubble, and now we need to find more reservoirs.
Robots? Crypto? Brain-machine science? SpaceX?
See original
Does this content need to be explained in more detail?
Recently, the FOMC has led the market to adopt a defensive stance, with high-risk stocks such as small-cap stocks being sold off, mainly to manage expectations for the FOMC meeting, and the VIX is also rising.
Trading suggestion: After the FOMC meeting, hedged positions will decrease, thereby raising the prices of various underlying assets.
(Unless the FOMC meeting shatters the expectations for interest rate cuts at the end of December.
Trading suggestion: After the FOMC meeting, hedged positions will decrease, thereby raising the prices of various underlying assets.
(Unless the FOMC meeting shatters the expectations for interest rate cuts at the end of December.
See original
Recently, the FOMC has led the market to adopt a defensive stance, with high-risk stocks such as small-cap stocks being sold off, mainly to manage expectations for the FOMC meeting, and the VIX is also rising.
Trading suggestion: After the FOMC meeting, hedged positions will decrease, thereby raising the prices of various underlying assets.
(Unless the FOMC meeting shatters the expectations for interest rate cuts at the end of December.
Trading suggestion: After the FOMC meeting, hedged positions will decrease, thereby raising the prices of various underlying assets.
(Unless the FOMC meeting shatters the expectations for interest rate cuts at the end of December.
See original
China and the US reach a consensus on the export of h200
Beneficial for the AI industry
Beneficial for the AI industry
See original
The current overall market resilience and upward driving force is actually what this tweet demonstrates.
The Federal Reserve bought $26 billion in bonds
$13.5 billion in U.S. Treasury bonds
$12.5 billion in MBS mortgage-backed securities
Equivalent to printing money
$13.5 billion in U.S. Treasury bonds
$12.5 billion in MBS mortgage-backed securities
Equivalent to printing money
See original
It's getting better, I can be tagged by tintin.
Tintinx2021
--
Chinese Binance Square Masters Gathering!
@Nuts坚果 Very handsome Teacher Nut, his content output is very serious~
@大老师Bugsbunny Smart Teacher Da has always been one of my favorite traders!
@币毒 The number one male model in the Chinese cryptocurrency circle, no need to say more
@林克Clean Forever Teacher Link 💛🫶
I am honored to take a photo with all the teachers 🥺
@Nuts坚果 Very handsome Teacher Nut, his content output is very serious~
@大老师Bugsbunny Smart Teacher Da has always been one of my favorite traders!
@币毒 The number one male model in the Chinese cryptocurrency circle, no need to say more
@林克Clean Forever Teacher Link 💛🫶
I am honored to take a photo with all the teachers 🥺
See original
The last top project of the year - Sentient
—————
This is a project that raised 85M in funding in 2024
Among them, the important funds are led jointly by Peter Thiel's Founders Fund, Pantera Capital, and Framework Ventures, with other significant investors including Delphi Ventures, Arrington Capital, and others.
Sandeep (Polygon Cofounder) is the main core contributor. Sandeep said in a speech at Shenzhen University: "We want to build AGI in East Asia and create an intelligent world accessible to everyone." This is a relatively rare Western project and strongly demonstrates the importance of the East Asian market.
To some extent, I believe Sentient is an important step for Sandeep after Polygon, focusing on the innovative combination of AI and Web3, while carrying forward the successful experience and team of Polygon for project entrepreneurship.
This is a super large-scale attempt involving a team background, funding, financing table, and the greatest influence in blockchain.
Objectively speaking, the development of such projects will directly serve as a barometer for the crypto market, and the overall marketing and listing performance will set an example for other projects.
Is it worth looking forward to? I believe this is the most anticipated project since 26 years ago, without exception.
—————
This is a project that raised 85M in funding in 2024
Among them, the important funds are led jointly by Peter Thiel's Founders Fund, Pantera Capital, and Framework Ventures, with other significant investors including Delphi Ventures, Arrington Capital, and others.
Sandeep (Polygon Cofounder) is the main core contributor. Sandeep said in a speech at Shenzhen University: "We want to build AGI in East Asia and create an intelligent world accessible to everyone." This is a relatively rare Western project and strongly demonstrates the importance of the East Asian market.
To some extent, I believe Sentient is an important step for Sandeep after Polygon, focusing on the innovative combination of AI and Web3, while carrying forward the successful experience and team of Polygon for project entrepreneurship.
This is a super large-scale attempt involving a team background, funding, financing table, and the greatest influence in blockchain.
Objectively speaking, the development of such projects will directly serve as a barometer for the crypto market, and the overall marketing and listing performance will set an example for other projects.
Is it worth looking forward to? I believe this is the most anticipated project since 26 years ago, without exception.
See original
Alright
Make it simple, boss, it's too complicated, I haven't been in the industry long enough to understand it.
See original
The head market maker has made significant adjustments and changes in this part of liquidity management
See original
Do you all think I should directly have transaction pointers when I post content?
See original
JP Morgan's gold trading team has moved from New York to Singapore
More than fifty traders are required to arrive in Singapore within a week
It seems they are really afraid of the Pacific unplugging the internet
What does this mean?
———
1. This month, JP Morgan completed the largest physical delivery, 4 billion USD of physical gold
2. Singapore has no gold import tariffs
3. JP Morgan's private banking business is attracting high-net-worth users' funds flowing out of the US
4. Jamie Dimon visited the Shanghai Gold Exchange last week
More than fifty traders are required to arrive in Singapore within a week
It seems they are really afraid of the Pacific unplugging the internet
What does this mean?
———
1. This month, JP Morgan completed the largest physical delivery, 4 billion USD of physical gold
2. Singapore has no gold import tariffs
3. JP Morgan's private banking business is attracting high-net-worth users' funds flowing out of the US
4. Jamie Dimon visited the Shanghai Gold Exchange last week
See original
With a breath, light a lamp,
What is remembered will surely resonate, where there is light, there are people.
This is Binance's belief, and it is also my persistence. I hope to work hard together with Binance, and effort will surely resonate.
#币安区块链周 #BinanceBlockchainWeek
What is remembered will surely resonate, where there is light, there are people.
This is Binance's belief, and it is also my persistence. I hope to work hard together with Binance, and effort will surely resonate.
#币安区块链周 #BinanceBlockchainWeek
See original
The Federal Reserve bought $26 billion in bonds
$13.5 billion in U.S. Treasury bonds
$12.5 billion in MBS mortgage-backed securities
Equivalent to printing money
$13.5 billion in U.S. Treasury bonds
$12.5 billion in MBS mortgage-backed securities
Equivalent to printing money
See original
Will MicroStrategy face a crisis, and how does MSTR affect the market?
Regarding the question of whether MicroStrategy will face a crisis, we have also had some discussions.
Personally, I believe the possibility of a crisis is low. The significance of the cryptocurrency market to the world lies in its being a high liquidity area with no regulation. This will inevitably attract those politically disadvantaged to allocate assets in cryptocurrency, especially in the context of UBS no longer being a safe haven.
If you don't understand, let me give you a plain example. Currently, the opposing party to the Republican Party, the Democratic Party, will allocate a considerable amount of cryptocurrency assets (mainly stablecoins and BTC), because cryptocurrency assets have extremely high property transferability and tax-exempt status, unaffected by regulatory agencies. Moreover, they will never easily cooperate with law enforcement agencies.
Personally, I believe the possibility of a crisis is low. The significance of the cryptocurrency market to the world lies in its being a high liquidity area with no regulation. This will inevitably attract those politically disadvantaged to allocate assets in cryptocurrency, especially in the context of UBS no longer being a safe haven.
If you don't understand, let me give you a plain example. Currently, the opposing party to the Republican Party, the Democratic Party, will allocate a considerable amount of cryptocurrency assets (mainly stablecoins and BTC), because cryptocurrency assets have extremely high property transferability and tax-exempt status, unaffected by regulatory agencies. Moreover, they will never easily cooperate with law enforcement agencies.
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