洱海边的一只猫

The essence of this surge in silver is due to a futures squeeze rather than a sudden increase in industrial demand. The global annual production of silver is 27,000 tons, with 23,000 tons used for industrial purposes, so there is no shortage of industrial raw materials. What is truly lacking is the 'fictitious deliverable collateral': COMEX has only 14,000 tons of physical silver, London has less than 4,000 tons, and China has 715 tons, but the futures market has sold several times these inventory shorts. When the bulls start demanding physical delivery instead of cash settlement, the bears cannot deliver goods and can only buy back at high prices, triggering a short squeeze, causing prices to explode instantly.

The craziness of gold is not due to different logic, but rather different scale: the market value of gold is 30 trillion dollars, silver only 3 trillion, platinum 800 billion, and palladium 2000 billion. As long as a few hundred billion dollars flow out of US Treasury bonds seeking a 'hard anchor' in the global financial system, since gold can only absorb a portion of it, the remaining overflow funds are enough to break through the ceiling of smaller varieties like silver and platinum group metals.

In October, this round of the BSC market has resulted in an overwhelming wealth creation effect.
Ultimately, it has created a complete ecological closed loop for the MEME-alpha contract spot, giving the MEME infinite space and expectations. The previous alpha is worth as much as a third or fourth-tier exchange, while the contract is worth as much as a second-tier spot.
Now that the market has come this far, which high-expectation opportunities on the BSC chain are worth paying attention to? Let me outline them for you one by one.
1：#马到成功 , Sister @Yi He created + Year of the Horse symbolism + Spring Festival interaction expectations + market control + upper Alpha expectations. This candlestick chart says it all; there is funding at play, with various buffs stacked up.

The hottest thing on the SOLANA chain these days is a coin called Snowball $snowball.
CA contract code: Gbu7JAKhTVtGyRryg8cYPiKNhonXpUqbrZuCDjfUpump
On the 20th, we had an internal discussion summary:
PS: My understanding of this snowball model: quantitative trading + deflationary mechanism?
Trading fees are sent to a dedicated address for market making. As long as he has bought more than 3 S, he will accept it; if it rises, he will quickly sell it, high sell low buy, while 0.1% of each market making/quantitative trade will be destroyed. I don't know if I understand it correctly.

Everything is processed by his snowball bot at a quantitative level. Is it creating a flywheel effect? Using this BOT to issue coins, the DEV cannot touch the creator fee. Its market-making funds come from transaction fees, and frequent market making promotes transaction fees, and then each transaction is destroyed.

The October BSC market has come this far
Only the last ultimate move has not been released, which is that there is currently no listing on the spot
Compared to the Middle East market in March, MUBARAK was listed,
This round of market should not be over yet, and there will inevitably be a spot listing indicator
Combined with the announcement from Binance last week
The official has announced some of their processes for listing on Binance
The key point is the last paragraph
They follow a progressive process, starting with alpha, then contracts, and finally spot, but there are very few cases where it may go directly to spot
Combining with the requirement that the spot must have a market value of 15 million
This batch of alpha+ contracts only has #币安人生 , and if you want to go to spot, it can only be #币安人生

$BTC
The pancake discussion is the most, my view is:
In the short term, we need to look at mining costs and the short-term cost of chip exchanges. Mining costs are between 70,000 and 80,000, and the trading costs over the past six months, including so-called micro strategies, should also be around 80,000. Simply pulling out the daily chart, since the start of this round of the rising channel in 2023, the support level for this pullback is also around 92,000. However, under the influence of external forces and emotional factors, dipping into the 80,000 range is also completely possible and may even be very necessary.
In the medium term, we need to look at the US stock market, US bonds, global funding costs, and even geopolitical factors.
In the long term, it depends on BTC itself, the three letters, just like gold, transcending time and history.

$4 Two days to go on Binance alpha. Surprised? Conspiracy?
$giggle. The fund already has nearly 5 million, with donations close to 1 million, yet it hasn't gone up.
Just now, Binance's official website published an article.
This can be seen as an indirect claim to this coin.

Go ahead. Go on alpha, go on spot.
$GIGGLE

Talk about the overall situation and trends

Recently, on-chain shitcoins, various teachers like to talk about sophisticated strategies, such as ICM, CMM, RWA. In fact, micro-strategies are not that complicated -- for someone who crawled out of the big A graveyard, it's just old wine in new bottles under a new cycle. The essence is the same. Let me break it down slowly:

1: Where does the money come from? The biggest expectation this year is interest rate cuts. Broadly speaking, the American economy needs it, President Trump @realDonaldTrump urgently needs it. To be more specific, various industries need it, because everyone says they want liquidity and funds.
So if the interest rate cut cycle comes (many teachers say there will be three cuts), and low-cost funds are available, how should they be spent? This is the second question below.