曜然
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The more the market 'thins out', the more the main force is washing the plate. $6$ has become a safety net for spot trading, a collapse of $1$ million does not exist! Don't be deceived by the noise and get off the bus, continue to lie flat and wait for the flowers to bloom.
The market is too torturous, and it has been volatile again.
Currently, there is too much noise in the market, all expressing one meaning: Bitcoin is going to crash, and even Bloomberg has stated that Bitcoin could drop to 10,000.
If Bitcoin can return to 10,000, it will be an opportunity for us to reshuffle our wealth.
I will definitely not hesitate, and will go all in.
But this kind of thing will not happen.
Right now, the market keeps fluctuating up and down, causing a huge shock to everyone's psyche, and the value of a certain opinion leader is fanning the flames.
Everyone's psychological endurance has reached its limit, and I hope everyone does not panic. If you followed my previous methods, your current spot position is already below 60%.
This position allocation has very low risk, with nothing to worry about.
Even if we enter a bear market, the remaining 40% position is enough for us to break even.
But the probability of a bear market is very low.
In recent days, there have been constant long and short positions, and during this time, they do not rest; I also admire that.
I post late at night not for anything else, but just hope everyone feels a bit better. The market's ups and downs are normal, so there is no need to panic.
Currently, there is too much noise in the market, all expressing one meaning: Bitcoin is going to crash, and even Bloomberg has stated that Bitcoin could drop to 10,000.
If Bitcoin can return to 10,000, it will be an opportunity for us to reshuffle our wealth.
I will definitely not hesitate, and will go all in.
But this kind of thing will not happen.
Right now, the market keeps fluctuating up and down, causing a huge shock to everyone's psyche, and the value of a certain opinion leader is fanning the flames.
Everyone's psychological endurance has reached its limit, and I hope everyone does not panic. If you followed my previous methods, your current spot position is already below 60%.
This position allocation has very low risk, with nothing to worry about.
Even if we enter a bear market, the remaining 40% position is enough for us to break even.
But the probability of a bear market is very low.
In recent days, there have been constant long and short positions, and during this time, they do not rest; I also admire that.
I post late at night not for anything else, but just hope everyone feels a bit better. The market's ups and downs are normal, so there is no need to panic.
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这都知道咋回事了？都清醒了？那它们下一步是不是直接动手啊。。。。。骗不来了那直接拿？
What does this mean? Does this mean I can't make phone calls in the future? Is this equivalent to a firewall for the internet? Is this related to telecom fraud?
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盘口分析到位！$2.0$ 确实是短期多空生死线。主力现在是“探路模式”，而不是“拉盘模式”。我们只需盯紧 $2.03$ 突破后的放量情况。没站稳 $2.0$，仓位不动；真突破 $2.03$ 且回踩不破，再考虑加仓。策略很清晰，共勉！
【XRP market seems a bit off... the main players might really take action🔥】
The night trading has just started, and the rhythm of XRP has obviously changed.
At this moment, the price is hovering around 1.99, looking lukewarm, but I've been watching for almost two hours and feel that something is off with the market. The structure of buy and sell orders isn't as loose as it was a few days ago; large orders are starting to quietly accumulate above the 2.0 level, and occasionally, there are continuous orders eating into the sell orders on the depth chart, as if someone is testing the waters—it's not the kind of aggressive selling, but rather like probing.
I've been trading XRP for three years, and I'm too familiar with this feeling of “still waters run deep.” In the past, before any significant moves, there was always this kind of stagnant consolidation phase. The RSI is currently at 48.6, neither up nor down, seemingly weak, but actually more like waiting for an ignition signal. Although there haven't been any major news blasts, Grayscale has recently started mentioning the XRP Trust again, and a few small exchanges in the U.S. have quietly resumed trading, which indeed indicates a easing of the external environment.
I think there are two possibilities ahead: one is that the main players are really going to take action, using the warming market sentiment to break through the 2.03 resistance zone, making a push toward 2.2 not a dream. After all, in the previous attempts to reach 2.0, the price dropped back down; this time, the repeated trading looks more like accumulation rather than retreat. The other possibility is that it could be a trap to lure in more buyers. After all, the SEC hasn't completely loosened up, and if one day a negative surprise hits, those buy orders hanging above could be smashed in an instant, and returning to the 1.8 fluctuation range wouldn't be impossible.
So I'm not changing my position right now; I'm just holding onto my base position and watching the show. There is a bit of bullish sentiment, but I also don't dare to chase heavily. I suggest everyone not to rush into a large investment; you can try small amounts to test the waters, focusing on whether the psychological level of 2.0 can hold steady. If the morning session tomorrow can stabilize above 2.0 with increased trading volume, then the direction can basically be confirmed. Conversely, if it falls below 1.95, be careful and don't hold on stubbornly.
After all, XRP has never lacked stories; what it lacks is execution. We seasoned traders know well what it means to “rise fiercely, fall tragically.” Staying clear-headed is better than anything else. Let's encourage each other, brothers, don't let the market deceive your emotions, and don't treat your principal as cannon fodder.
$XRP #Xrp🔥🔥
{spot}(XRPUSDT)
{future}(XRPUSDT)
The night trading has just started, and the rhythm of XRP has obviously changed.
At this moment, the price is hovering around 1.99, looking lukewarm, but I've been watching for almost two hours and feel that something is off with the market. The structure of buy and sell orders isn't as loose as it was a few days ago; large orders are starting to quietly accumulate above the 2.0 level, and occasionally, there are continuous orders eating into the sell orders on the depth chart, as if someone is testing the waters—it's not the kind of aggressive selling, but rather like probing.
I've been trading XRP for three years, and I'm too familiar with this feeling of “still waters run deep.” In the past, before any significant moves, there was always this kind of stagnant consolidation phase. The RSI is currently at 48.6, neither up nor down, seemingly weak, but actually more like waiting for an ignition signal. Although there haven't been any major news blasts, Grayscale has recently started mentioning the XRP Trust again, and a few small exchanges in the U.S. have quietly resumed trading, which indeed indicates a easing of the external environment.
I think there are two possibilities ahead: one is that the main players are really going to take action, using the warming market sentiment to break through the 2.03 resistance zone, making a push toward 2.2 not a dream. After all, in the previous attempts to reach 2.0, the price dropped back down; this time, the repeated trading looks more like accumulation rather than retreat. The other possibility is that it could be a trap to lure in more buyers. After all, the SEC hasn't completely loosened up, and if one day a negative surprise hits, those buy orders hanging above could be smashed in an instant, and returning to the 1.8 fluctuation range wouldn't be impossible.
So I'm not changing my position right now; I'm just holding onto my base position and watching the show. There is a bit of bullish sentiment, but I also don't dare to chase heavily. I suggest everyone not to rush into a large investment; you can try small amounts to test the waters, focusing on whether the psychological level of 2.0 can hold steady. If the morning session tomorrow can stabilize above 2.0 with increased trading volume, then the direction can basically be confirmed. Conversely, if it falls below 1.95, be careful and don't hold on stubbornly.
After all, XRP has never lacked stories; what it lacks is execution. We seasoned traders know well what it means to “rise fiercely, fall tragically.” Staying clear-headed is better than anything else. Let's encourage each other, brothers, don't let the market deceive your emotions, and don't treat your principal as cannon fodder.
$XRP #Xrp🔥🔥
{spot}(XRPUSDT)
{future}(XRPUSDT)
See original
The pain points of seasoned investors on the blockchain: the most comfortable bottom is often the most psychologically painful moment. $2026$ at the end of the year, when everyone around you is shouting "Bitcoin is dead!", that's when you make your fortune! $1.55$ million breaking below $2$ million's historical fear will replay, only counterintuitive actions can lead to a big profit of $15-25$ million.
The bear market is unimaginable. The four-year halving cycle remains unchanged. The halving is on April 20, 2024. The highest point in the 18th month. Then a crash for 12 months reaching the lowest point. Just in time for October 2025, which is the 18th month. Bitcoin's peak in this wave is 126,200. That crash will hit the lowest point year after year. It will be on October 6, 2026. The lowest point. However, the bottom will definitely consolidate. So by the end of 2026. It will be possible to lay out Bitcoin at the beginning of 2027. The price will be at least 30,000 to 60,000 USD. The last wave of Bitcoin crashed by about 77%. From 69,000 on November 2021, it crashed to 15,500 USD in November 2022. The bottom consolidated below 20,000 for about 3 months. So by the end of 2026, it will be possible to lay out Bitcoin. This wave's peak is 126,200. A crash of 77% means around 29,000 USD. So 30,000 is the lowest point for Bitcoin. In extreme cases, it may drop below 30,000. The lowest price of Bitcoin is around 30,000 to 60,000 USD. It will definitely fall below 69,000, the peak of the last bull market. When Bitcoin is at 30,000 to 60,000, you must go all in. Meeting two timeframes. After October 2026. The price is 30,000 to 60,000 USD. The fear index around 10. You can go all in when these three conditions are met. With these three conditions satisfied, the probability of profit reaches about 99%. Then hold until 2029 when Bitcoin reaches 150,000 to 250,000 USD to sell. By the end of 2026, there will be various noises about Bitcoin. The theory of Bitcoin's death and the theory of Bitcoin's hash power attack will become popular. At that time, it's not just that no one cares. Everyone will be watching the Bitcoin bubble death theory. Just like now, there are still people who think the bull market is unimaginable. Just like the last wave of Bitcoin at 15,500 USD. It broke below 20,000 USD in December 2017. I was also very scared and fearful. Will Bitcoin go above 100,000? 150,000 USD? But at that time, the calculation will still push above 100,000. This wave of Bitcoin is 126,200. Still in line with expectations. It reached 126,200 USD after hitting 100,000 USD. But it didn't reach 150,000 USD. This means Bitcoin's peak in this wave is 8 times. So the next wave of Bitcoin can be all in at the end of 2026.
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重点来了：新买家成本比老买家低！这说明聪明钱在偷偷上车，把浮筹换走了。现在这波横盘，与其说是调整，不如说是市场在“低价送筹码”。别犹豫，这是散户最后一次低成本上车的机会。
BTV_Michael
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Extreme panic in Bitcoin, dropping from 126,000 to 89,000, who will win between bulls and bears?
Bitcoin is caught in a tug-of-war
The current Bitcoin, to put it bluntly, is being kept in a "tug-of-war" mode by the macro environment. The price has retraced from 126,000 to 89,000, and the fear index has dropped directly to 23. Although no one is saying it out loud, everyone is feeling anxious inside. The bears have strong reasons: the Bank of Japan is planning to raise interest rates to 0.75%, a height not seen in nearly 30 years. Historically, when the yen tightens, Bitcoin tends to get hit hard; coupled with the fact that U.S. Treasury yields are stubbornly high, global liquidity is continuously being drained, and the deleveraging has conveniently pushed the price down to below 84,000. However, the bulls are not giving up either; the Federal Reserve has ended quantitative tightening, initially injecting 13.5 billion dollars, with the possibility of injecting more later on.
The current Bitcoin, to put it bluntly, is being kept in a "tug-of-war" mode by the macro environment. The price has retraced from 126,000 to 89,000, and the fear index has dropped directly to 23. Although no one is saying it out loud, everyone is feeling anxious inside. The bears have strong reasons: the Bank of Japan is planning to raise interest rates to 0.75%, a height not seen in nearly 30 years. Historically, when the yen tightens, Bitcoin tends to get hit hard; coupled with the fact that U.S. Treasury yields are stubbornly high, global liquidity is continuously being drained, and the deleveraging has conveniently pushed the price down to below 84,000. However, the bulls are not giving up either; the Federal Reserve has ended quantitative tightening, initially injecting 13.5 billion dollars, with the possibility of injecting more later on.
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Aster is addressing a problem that all on-chain traders are tacitly aware of.
----Aster is addressing a piece of the puzzle that has been most overlooked in on-chain transactions
If you have really engaged in on-chain transactions over the past two years, rather than just watching demos, you must have experienced a real issue:
Transparency is both an advantage and a burden.
Orders, positions, and intentions are all exposed on-chain,
which means you have to contend not only with market direction but also with being 'seen' itself.
This is the true motivation behind Aster's launch of Shield Mode.
⸻
On-chain perpetuals have already entered the next stage
In the last cycle, everyone was competing on three things:
how high the leverage is, how fast the speed is, and how low the fees are.
If you have really engaged in on-chain transactions over the past two years, rather than just watching demos, you must have experienced a real issue:
Transparency is both an advantage and a burden.
Orders, positions, and intentions are all exposed on-chain,
which means you have to contend not only with market direction but also with being 'seen' itself.
This is the true motivation behind Aster's launch of Shield Mode.
⸻
On-chain perpetuals have already entered the next stage
In the last cycle, everyone was competing on three things:
how high the leverage is, how fast the speed is, and how low the fees are.
See original
How Retail Investors Can Avoid Being Consumed by the System in the Era of Institutions?
----How should retail investors position themselves in this new phase?
In the past decade, the role of retail investors in the crypto market has been simple:
Betting on trends, speculating on surges, waiting for narratives.
And starting now, this logic is systematically failing.
It's not because you haven't worked hard enough,
But the rules of the game have changed players.
Institutions have entered the arena, but they are not sitting at the same table as retail investors.
⸻
First, accept an uncomfortable truth
At this stage, retail investors are no longer the core force in price discovery
ETFs, market makers, RWA, stablecoin settlements, on-chain government bonds, institutional arbitrage strategies…
In the past decade, the role of retail investors in the crypto market has been simple:
Betting on trends, speculating on surges, waiting for narratives.
And starting now, this logic is systematically failing.
It's not because you haven't worked hard enough,
But the rules of the game have changed players.
Institutions have entered the arena, but they are not sitting at the same table as retail investors.
⸻
First, accept an uncomfortable truth
At this stage, retail investors are no longer the core force in price discovery
ETFs, market makers, RWA, stablecoin settlements, on-chain government bonds, institutional arbitrage strategies…
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人流的方向就是文明的方向🤔
Early in the morning, seeing this explosive 💥 information, I was shocked while lamenting the wickedness of human nature, reflecting on how a person's life is all about money. Just how much is enough? Perhaps the wealthier one is, the more insatiable they become, to the point of risking their life! Is the idea of being content and happy in contrast with the notion that poor couples face endless woes a contradictory perspective? Is it true that being poor makes happiness difficult, and that being content and joyful is a rare situation? #人性
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If you are still waiting for a hundred-fold bull market, you may have already missed the era.
After Breakpoint: The crypto industry is stepping out of the 'revolutionary period', but is not yet ready to welcome the 'mature period'.
If I had to use one word to describe the overall vibe of Solana Breakpoint 2025, it would not be 'fervor' or 'winter', but rather restraint.
There is none of the excitement of 'disrupting everything' from the last cycle, nor the despair of an empty market during a bear market. This is a more dangerous and more real state:
Everyone is aware that cryptocurrency has changed part of the world, but it has not changed to the extent that we imagined.
1. Sentiment is retreating, but it is not the reason for the market.
If I had to use one word to describe the overall vibe of Solana Breakpoint 2025, it would not be 'fervor' or 'winter', but rather restraint.
There is none of the excitement of 'disrupting everything' from the last cycle, nor the despair of an empty market during a bear market. This is a more dangerous and more real state:
Everyone is aware that cryptocurrency has changed part of the world, but it has not changed to the extent that we imagined.
1. Sentiment is retreating, but it is not the reason for the market.
See original
When "paper assets" are no longer credible, what is the world betting on?
Paper currency is losing its anchor, and the world is searching for a new "credit foundation".
The surge in silver is not an isolated event.
It resembles a crack that allows the market to see clearly for the first time:
The global monetary system is undergoing structural loosening, while "paper credit" is being systematically discounted.
In the past few decades, we have become accustomed to a highly financialized world —
Assets are being securitized, securities are being derived, and risks are being packaged, resold, and hidden.
Until now, this system has begun to be tested in reverse for the first time:
If everyone asks for "redemption" at the same time, can the system still function?
The surge in silver is not an isolated event.
It resembles a crack that allows the market to see clearly for the first time:
The global monetary system is undergoing structural loosening, while "paper credit" is being systematically discounted.
In the past few decades, we have become accustomed to a highly financialized world —
Assets are being securitized, securities are being derived, and risks are being packaged, resold, and hidden.
Until now, this system has begun to be tested in reverse for the first time:
If everyone asks for "redemption" at the same time, can the system still function?
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捐完了懂王下台会不会有变故🤔
AB Kuai Dong
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1 million immigrants to the United States, those who should come have still come.
The official website for Trump's Golden Card has officially launched with information on initial applications and the Department of Homeland Security I-140G application page.
Individual investors need to pay a $15,000 Department of Homeland Security review fee, and after the U.S. government reviews personal information, donate $1 million. This will allow them to obtain the Trump Golden Card in a short period of time; the official explanation is that this is equivalent to U.S. permanent residency.
The official website for Trump's Golden Card has officially launched with information on initial applications and the Department of Homeland Security I-140G application page.
Individual investors need to pay a $15,000 Department of Homeland Security review fee, and after the U.S. government reviews personal information, donate $1 million. This will allow them to obtain the Trump Golden Card in a short period of time; the official explanation is that this is equivalent to U.S. permanent residency.
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usdd是啥🤔
币安广场
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Binance Square will launch a brand new creator task platform activity. Users who have completed identity verification can unlock a reward of 20,000 USDT tokens after completing specified tasks.
Activity Period: 2025-12-11 to 2025-12-25
How to Participate:
During the activity period, successfully complete all of the following tasks (Task 1 and 2):
Task 1: During the activity period, creators must publish at least 1 original post on Binance Square (no less than 300 characters), and the content must include @USDD - Decentralized USD (@USDD - Decentralized USD ) and add the topic #USDD以稳见信 . The post must be highly relevant to the creative direction required by the project, and a visually appealing format will have an advantage.
Task 2: During the activity period, at least 1 original post must be published on X (no less than 100 characters), mentioning @USDD - Decentralized USD and adding the topic #USDD以稳见信 . The content must be highly relevant to the creative direction required by the project, and visually appealing content is preferable.
Discussion Points: https://tinyurl.com/usddcn
Creators can freely express themselves around the above direction by combining text, images, data, or case studies. The content must be related to the project and have informational value.
Important Note:
Users must publish at least 1 piece of content within 30 days before the announcement is released, and the main content of the account (≥90%) must be in Chinese to participate in the activity.
After the activity ends, the top 50 pieces of high-quality Chinese content that meet the criteria (each no less than 300 characters) will be selected under the specified topic, and rewards will be shared based on view counts and content quality. We encourage the use of visually appealing creative formats.
Any abuse of topic tags, red envelope content, use of misleading titles, or mentioning unrelated cryptocurrencies will disqualify participants.
Rewards will be distributed to the funding account within 14 days after the activity ends.
Activity Period: 2025-12-11 to 2025-12-25
How to Participate:
During the activity period, successfully complete all of the following tasks (Task 1 and 2):
Task 1: During the activity period, creators must publish at least 1 original post on Binance Square (no less than 300 characters), and the content must include @USDD - Decentralized USD (@USDD - Decentralized USD ) and add the topic #USDD以稳见信 . The post must be highly relevant to the creative direction required by the project, and a visually appealing format will have an advantage.
Task 2: During the activity period, at least 1 original post must be published on X (no less than 100 characters), mentioning @USDD - Decentralized USD and adding the topic #USDD以稳见信 . The content must be highly relevant to the creative direction required by the project, and visually appealing content is preferable.
Discussion Points: https://tinyurl.com/usddcn
Creators can freely express themselves around the above direction by combining text, images, data, or case studies. The content must be related to the project and have informational value.
Important Note:
Users must publish at least 1 piece of content within 30 days before the announcement is released, and the main content of the account (≥90%) must be in Chinese to participate in the activity.
After the activity ends, the top 50 pieces of high-quality Chinese content that meet the criteria (each no less than 300 characters) will be selected under the specified topic, and rewards will be shared based on view counts and content quality. We encourage the use of visually appealing creative formats.
Any abuse of topic tags, red envelope content, use of misleading titles, or mentioning unrelated cryptocurrencies will disqualify participants.
Rewards will be distributed to the funding account within 14 days after the activity ends.
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还可以这样？明抢？🤫
Everyone must not use a certain 🍵 platform. Mainland users are required to complete high-level KYC; if they don't, they won't get withdrawals. KYC does not support mainland identities, directly closing the loop and encroaching on user assets $BETA $PIPPIN
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《After the End of Altcoin Season, the Only Way Out for Retail Investors》
Survival strategies for retail investors in the era of institutions.
——When the crypto market is no longer designed for you.
For the past decade, the crypto market has been surrounded by an illusion:
Entering early, heavily investing, and holding on can turn things around.
However, as BTC spot ETFs, DAT, institutional market making, and stablecoins dominate liquidity, this logic is systematically failing.
We are entering a brand new phase:
On-chain remains prosperous but is no longer inherently friendly to retail investors.
⸻
First, acknowledge a fact: the market is no longer tailored for retail investors.
The core difference between institutions and retail investors lies not in 'intelligence' but in temporal and spatial tolerance.
——When the crypto market is no longer designed for you.
For the past decade, the crypto market has been surrounded by an illusion:
Entering early, heavily investing, and holding on can turn things around.
However, as BTC spot ETFs, DAT, institutional market making, and stablecoins dominate liquidity, this logic is systematically failing.
We are entering a brand new phase:
On-chain remains prosperous but is no longer inherently friendly to retail investors.
⸻
First, acknowledge a fact: the market is no longer tailored for retail investors.
The core difference between institutions and retail investors lies not in 'intelligence' but in temporal and spatial tolerance.
See original
The Other Side of On-Chain Prosperity: Why the Next Bull Market May Not Belong to Retail Investors
Ethereum is returning to L1, discussing scalability and privacy;
The core of the US stock clearing system—DTCC, which manages over $100 trillion in assets, is also beginning to seriously explore moving the system on-chain.
On the surface, this is the scene that the crypto world has longed for:
Traditional finance is finally bowing down, blockchain is becoming the new infrastructure, and a real wave of crypto seems just around the corner.
But the problem is—
Institutions and retail investors have never been on the same profit curve.
⸻
1. Institutional entry does not equal spring for retail investors
The advantage of institutions lies not in cognition, but in time and structure.
The core of the US stock clearing system—DTCC, which manages over $100 trillion in assets, is also beginning to seriously explore moving the system on-chain.
On the surface, this is the scene that the crypto world has longed for:
Traditional finance is finally bowing down, blockchain is becoming the new infrastructure, and a real wave of crypto seems just around the corner.
But the problem is—
Institutions and retail investors have never been on the same profit curve.
⸻
1. Institutional entry does not equal spring for retail investors
The advantage of institutions lies not in cognition, but in time and structure.
See original
AI + Crypto: Ordinary people have the chance to 'break out of the system' for the first time
If you look closely, you will find that the trend of 2025 is quietly changing.
AI is changing cognitive abilities, Crypto is changing wealth structures, and the combination of both is changing the boundaries of individual destinies.
This is our first time being able to leverage tools as individuals, without relying on companies or organizations, to accomplish what used to require dozens of people.
In the past, you needed a bunch of people to write articles, conduct research, operate communities, build applications, and trade.
Now? One person + AI + wallet can become a 'self-operating system.'
AI is changing cognitive abilities, Crypto is changing wealth structures, and the combination of both is changing the boundaries of individual destinies.
This is our first time being able to leverage tools as individuals, without relying on companies or organizations, to accomplish what used to require dozens of people.
In the past, you needed a bunch of people to write articles, conduct research, operate communities, build applications, and trade.
Now? One person + AI + wallet can become a 'self-operating system.'
See original
Will future tax追会不会更高🤔
赚笔刀
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Binance is playing a big game.
On December 11, according to official page information, Binance has added the traditional asset XAU (spot gold) perpetual contract trading.
Attracting those old money players who used to play forex and the stock market into the crypto space. These people understand gold but not Bitcoin, and now they can trade in their familiar assets.
Previously, their money was with traditional banks and brokerages, but now Binance has brought the competition right to their doorstep. This is called a "dimensionality reduction strike," using the high liquidity and high leverage of crypto to challenge the old-school players of traditional finance. $PAXG
On December 11, according to official page information, Binance has added the traditional asset XAU (spot gold) perpetual contract trading.
Attracting those old money players who used to play forex and the stock market into the crypto space. These people understand gold but not Bitcoin, and now they can trade in their familiar assets.
Previously, their money was with traditional banks and brokerages, but now Binance has brought the competition right to their doorstep. This is called a "dimensionality reduction strike," using the high liquidity and high leverage of crypto to challenge the old-school players of traditional finance. $PAXG
See original
Why is 2026 the first year when blockchain truly begins to change the world?
2026: The year when the crypto industry truly restarts? The future seen by a16z may be closer than we think.
If 2024–2025 are the years for the crypto industry to 'lay the foundation', then a16z's annual outlook has basically clarified: 2026 will be a year of significant functional explosion for the entire industry. This explosion is largely unrelated to speculation; it is more about the beginning of the real-world financial, AI, and payment systems being 'deeply redone' by blockchain.
Here, I'll briefly talk about my understanding of this trend and why they are so crucial.
⸻
01. Stablecoins: The global settlement layer is quietly changing tracks.
If 2024–2025 are the years for the crypto industry to 'lay the foundation', then a16z's annual outlook has basically clarified: 2026 will be a year of significant functional explosion for the entire industry. This explosion is largely unrelated to speculation; it is more about the beginning of the real-world financial, AI, and payment systems being 'deeply redone' by blockchain.
Here, I'll briefly talk about my understanding of this trend and why they are so crucial.
⸻
01. Stablecoins: The global settlement layer is quietly changing tracks.
See original
When sovereign capital enters the arena, crypto is only one last kilometer away from global adoption
How far is the crypto market from 'global adoption'? Looking at the rise of the UAE for the next stage of globalization path
If the past decade's crypto industry was still a 'local experiment,' today the UAE has demonstrated to the world through actions: crypto is moving from a marginal industry to the mainstream entry of the global economy.
You will notice a subtle thing - the globalization of crypto is no longer driven by speculation, but rather propelled by national power, regulatory systems, sovereign capital, geopolitical location, and real economic demand working together.
The UAE is indeed a sample of 'entering the future ahead of time.'
If the past decade's crypto industry was still a 'local experiment,' today the UAE has demonstrated to the world through actions: crypto is moving from a marginal industry to the mainstream entry of the global economy.
You will notice a subtle thing - the globalization of crypto is no longer driven by speculation, but rather propelled by national power, regulatory systems, sovereign capital, geopolitical location, and real economic demand working together.
The UAE is indeed a sample of 'entering the future ahead of time.'
See original
When it feels like there's no hair to pull, when it feels like it can't be curled any more, there is still a blue ocean. When others reap huge benefits, you will exclaim: So that's how it can be!
From today's two Alpha airdrops, I discovered a truth: those who truly understand how to operate on-chain have long stopped 'farming' points.
Today's data from the two Alpha airdrops provided a vivid math lesson for all the 'point farming' participants.
The threshold for the first airdrop was lowered to 70 points, with a total of 200,000 copies. The second airdrop had only 7,500 copies, which were instantly snatched up. A simple calculation suggests that the truly active users in the Alpha ecosystem, who have the execution ability to grab airdrops, are probably between 100,000 and 150,000, far lower than the 'point farming participants' shown by various prediction platforms.
What does this indicate? It indicates that a large amount of data is ineffective, it is 'asleep' or 'strategically placed'. Many people are still focusing on accumulating points and interaction counts, but is this really the most efficient way to earn money on-chain?
The threshold for the first airdrop was lowered to 70 points, with a total of 200,000 copies. The second airdrop had only 7,500 copies, which were instantly snatched up. A simple calculation suggests that the truly active users in the Alpha ecosystem, who have the execution ability to grab airdrops, are probably between 100,000 and 150,000, far lower than the 'point farming participants' shown by various prediction platforms.
What does this indicate? It indicates that a large amount of data is ineffective, it is 'asleep' or 'strategically placed'. Many people are still focusing on accumulating points and interaction counts, but is this really the most efficient way to earn money on-chain?
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