鏈潮鯊 SharkWave
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🦈 鯊魚雷達｜追蹤幣圈資金脈動、宏觀分析、新聞觀察、政策解讀，一次掌握。
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【What you buy is value, what you pay is price: The faith and understanding of long-term holders】
In the daily fluctuations of the cryptocurrency market, most people only care about the price, but those who can truly navigate through bull and bear markets never look at the price, but at the value.
This classic quote from Buffett: "What you buy is value, what you pay is price," is particularly fitting when applied to cryptocurrencies like Bitcoin, Ethereum, or SUI. Because when you understand the mechanisms, evolutionary logic, and future potential behind an asset, you are no longer just a holder, but a participant.
Understanding is the greatest risk hedge
Understanding why blockchain was created, knowing the necessity of decentralization, being able to judge the governance model, economic system, and technological direction of a public chain—this knowledge itself is your most solid foundation in a bear market.
When most people only care about the current price, real investors have already extended their time horizon, looking towards the realization of value over an entire decade or even further.
Value ≠ Short-term profit
Value comes from the expansion of network effects, from the prosperity of ecosystems, from breakthroughs in technology and user recognition. These things are difficult to fully reflect in price in the short term, but they will determine the life and death of a project in the long term.
You won’t lose confidence in Ethereum just because ETH dropped 5% today;
You also won’t abandon an entire growing ecosystem just because a certain public chain isn’t trending right now.
Because you understand what it is doing and believe it is moving forward.
Price is cost, belief is power
Investment is never about who sells higher, but about who can see further.
When market fluctuations induce fear, you still choose to hold tight because you know what you are holding.
It is not just a coin, but your bet on the future.
Those who understand value do not care about short-term prices
What truly keeps you holding coins to this day is not luck, nor courage, but your understanding and trust in value.
Don't forget: each coin you hold is a record of your choice to believe in the future.
$SUI $BTC $ETH
In the daily fluctuations of the cryptocurrency market, most people only care about the price, but those who can truly navigate through bull and bear markets never look at the price, but at the value.
This classic quote from Buffett: "What you buy is value, what you pay is price," is particularly fitting when applied to cryptocurrencies like Bitcoin, Ethereum, or SUI. Because when you understand the mechanisms, evolutionary logic, and future potential behind an asset, you are no longer just a holder, but a participant.
Understanding is the greatest risk hedge
Understanding why blockchain was created, knowing the necessity of decentralization, being able to judge the governance model, economic system, and technological direction of a public chain—this knowledge itself is your most solid foundation in a bear market.
When most people only care about the current price, real investors have already extended their time horizon, looking towards the realization of value over an entire decade or even further.
Value ≠ Short-term profit
Value comes from the expansion of network effects, from the prosperity of ecosystems, from breakthroughs in technology and user recognition. These things are difficult to fully reflect in price in the short term, but they will determine the life and death of a project in the long term.
You won’t lose confidence in Ethereum just because ETH dropped 5% today;
You also won’t abandon an entire growing ecosystem just because a certain public chain isn’t trending right now.
Because you understand what it is doing and believe it is moving forward.
Price is cost, belief is power
Investment is never about who sells higher, but about who can see further.
When market fluctuations induce fear, you still choose to hold tight because you know what you are holding.
It is not just a coin, but your bet on the future.
Those who understand value do not care about short-term prices
What truly keeps you holding coins to this day is not luck, nor courage, but your understanding and trust in value.
Don't forget: each coin you hold is a record of your choice to believe in the future.
$SUI $BTC $ETH
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[Investing in the crypto space is not gambling, it is about whether the project has 'profitability']
In the crypto space, the rise and fall of token prices can be enticing, but what truly supports the price has never been enthusiasm, but whether the project itself can make money.
This statement sounds very ordinary, yet it is the key that most people overlook. Most investors look at a project only by checking 'Is there a KOL promoting it?', 'Is the TVL high?', 'Is the community active?', but what they should really ask is—
→ 'How does this project actually make money? And does it share any of that money with you?'
---
1. What is a 'profitable project'?
In the traditional world, you wouldn't buy stocks of a company that has no income at all. So why would you be willing to buy a token in the crypto space that can't even clearly explain its revenue logic?
This statement sounds very ordinary, yet it is the key that most people overlook. Most investors look at a project only by checking 'Is there a KOL promoting it?', 'Is the TVL high?', 'Is the community active?', but what they should really ask is—
→ 'How does this project actually make money? And does it share any of that money with you?'
---
1. What is a 'profitable project'?
In the traditional world, you wouldn't buy stocks of a company that has no income at all. So why would you be willing to buy a token in the crypto space that can't even clearly explain its revenue logic?
See original
[2025, the crypto market has actually stepped into the next phase]
If we only look at the price, the crypto market in 2025 seems chaotic, extreme, and even a bit cruel.
But if we take a longer view, looking at 'events' rather than 'price fluctuations,' this year actually revealed a very clear signal—
The crypto market is transitioning from a speculative arena to foundational finance and infrastructure.
DWF Ventures, in the article '2025: A Year in Crypto,' is doing exactly this:
Not forecasting the future, but looking back to organize what really changed in the market.
---
From emotion-driven to institutional entry.
At the beginning of 2025, the market was still dominated by the frenzy of memecoins.
But if we take a longer view, looking at 'events' rather than 'price fluctuations,' this year actually revealed a very clear signal—
The crypto market is transitioning from a speculative arena to foundational finance and infrastructure.
DWF Ventures, in the article '2025: A Year in Crypto,' is doing exactly this:
Not forecasting the future, but looking back to organize what really changed in the market.
---
From emotion-driven to institutional entry.
At the beginning of 2025, the market was still dominated by the frenzy of memecoins.
See original
【When AI Starts 'Doing Things by Itself', What Kind of Blockchain Do We Need?】
Recently, in the Sui ecosystem, a name has begun to be noticed by a select few: Talus Network.
It's not a new public chain, not an exchange, and not just another AI model; it attempts to solve a problem that will truly explode in the future—
When AI is not just chatting but 'automatically executing actions', who ensures that every step it takes is trustworthy?
---
Automation has actually long ceased to be a new market
What many people don't realize is that automation has long been a super large market in Web2.
Tools like Zapier, n8n, and UiPath have long allowed businesses to delegate 'processes' to systems rather than humans.
It's not a new public chain, not an exchange, and not just another AI model; it attempts to solve a problem that will truly explode in the future—
When AI is not just chatting but 'automatically executing actions', who ensures that every step it takes is trustworthy?
---
Automation has actually long ceased to be a new market
What many people don't realize is that automation has long been a super large market in Web2.
Tools like Zapier, n8n, and UiPath have long allowed businesses to delegate 'processes' to systems rather than humans.
See original
[a16z Looks at 2026: The Real Battlefield of Cryptocurrency is Transitioning from Transactions to Infrastructure]
Recently, a16z crypto published a long article "17 things we’re excited about for crypto in 2026"; this is not an article calling for a bull market, nor is it recommending a specific chain or token, but a collective judgment on 'what problems crypto needs to solve next' from the perspective of infrastructure and industry evolution.
If I were to describe the core viewpoint of this article in one sentence, it would be:
> The next phase of cryptocurrency is no longer just the market, but the settlement and collaboration layer of the internet itself.
---
1. Stablecoins have succeeded, but the real key is 'how to be used in daily life'
If I were to describe the core viewpoint of this article in one sentence, it would be:
> The next phase of cryptocurrency is no longer just the market, but the settlement and collaboration layer of the internet itself.
---
1. Stablecoins have succeeded, but the real key is 'how to be used in daily life'
See original
【Why is it that when everyone feels life is getting harder, assets seem to rise easily?】
Many people have a kind of intuitive discomfort.
Salaries haven't increased, but prices keep rising, and the pressure of life is getting greater;
But the financial market has begun to see a return of funds, and asset prices are constantly being pushed higher.
This is not the market going crazy, but the system operating as it originally does.
---
The market has never cared about 'how well you are doing'.
The financial market is not meant to reflect life; it only reflects one thing:
Where does the money go to avoid being eaten up?
When the policy environment shifts—
Whether it's lowering interest rates, halting tightening, or releasing liquidity under various names—
Salaries haven't increased, but prices keep rising, and the pressure of life is getting greater;
But the financial market has begun to see a return of funds, and asset prices are constantly being pushed higher.
This is not the market going crazy, but the system operating as it originally does.
---
The market has never cared about 'how well you are doing'.
The financial market is not meant to reflect life; it only reflects one thing:
Where does the money go to avoid being eaten up?
When the policy environment shifts—
Whether it's lowering interest rates, halting tightening, or releasing liquidity under various names—
See original
At that time, ADA could reach 2 3U
It was just the era's bonus
Purely a scam coin, doing nothing all day
The chain is unused, and no new engineers are coming in to develop innovations
Only talking about academic research
Now ADA has no money to make, and is trying to create another night
Changing the soup but not the medicine, continuing to harvest leeks
Only after the tide recedes do we know who isn't wearing pants
$ADA
It was just the era's bonus
Purely a scam coin, doing nothing all day
The chain is unused, and no new engineers are coming in to develop innovations
Only talking about academic research
Now ADA has no money to make, and is trying to create another night
Changing the soup but not the medicine, continuing to harvest leeks
Only after the tide recedes do we know who isn't wearing pants
$ADA
See original
[The Capital Will Speak the Truth: In an Era Where the Whole World is Becoming Poor, the Federal Reserve Chooses to Expand Its Balance Sheet Again]
What is most important in the market recently is not interest rate cuts, but the Federal Reserve restarting balance sheet expansion —
Buying $40-45 billion of Treasury bonds each month, starting from 2026, will reinject into the financial system.
Many people's first reaction upon seeing this news is confusion:
> "How can the market rise when builders are going bankrupt, the real economy is weak, and unemployment is soaring? With the economy like this, how is there still room for asset prices?"
This is the era contradiction we are currently in:
The harder the people suffer, the easier it is for the capital market to be pushed up.
The Federal Reserve is not expanding its balance sheet because of economic health,
but because the reserves within the financial system are approaching a 'danger line',
Buying $40-45 billion of Treasury bonds each month, starting from 2026, will reinject into the financial system.
Many people's first reaction upon seeing this news is confusion:
> "How can the market rise when builders are going bankrupt, the real economy is weak, and unemployment is soaring? With the economy like this, how is there still room for asset prices?"
This is the era contradiction we are currently in:
The harder the people suffer, the easier it is for the capital market to be pushed up.
The Federal Reserve is not expanding its balance sheet because of economic health,
but because the reserves within the financial system are approaching a 'danger line',
See original
The blockchain daily is just a trash channel run by people who cut leeks
Reporting news every day, casually mentioning what rich people would say
There are a bunch of supporters
It's really stupid
Absolutely do not look at what ada really is, it's trash, I won't buy it at all
$ADA
Reporting news every day, casually mentioning what rich people would say
There are a bunch of supporters
It's really stupid
Absolutely do not look at what ada really is, it's trash, I won't buy it at all
$ADA
See original
Continuously increasing positions
The real reason you can make money is because you have faith
Looking back at Michael Saylor
He also bought in for his beliefs
What about you? Can you buy in for your beliefs?
$SUI
The real reason you can make money is because you have faith
Looking back at Michael Saylor
He also bought in for his beliefs
What about you? Can you buy in for your beliefs?
$SUI
B
SUIUSDC
Perp
Closed
PNL
-153.10%
See original
【XOCIETY Officially Launches: Does the Sui Ecosystem Welcome Its First Real AAA Blockchain Game?】
One of the important announcements recently made by Sui is that the shooting game XOCIETY has officially launched in Early Access on the Epic Games Store.
This is not just 'another blockchain game launch,' but a turning point in the entire Web3 gaming narrative.
The following will explain to you in the simplest way why this matter is worth paying attention to.
---
What is XOCIETY? Why are so many people waiting?
XOCIETY is a POP Shooter (rhythm-based shooting game), developed by NDUS Interactive and Sui, which previously won 'Most Anticipated Demo' on Epic Games.
What’s particularly special is:
This is not just 'another blockchain game launch,' but a turning point in the entire Web3 gaming narrative.
The following will explain to you in the simplest way why this matter is worth paying attention to.
---
What is XOCIETY? Why are so many people waiting?
XOCIETY is a POP Shooter (rhythm-based shooting game), developed by NDUS Interactive and Sui, which previously won 'Most Anticipated Demo' on Epic Games.
What’s particularly special is:
See original
【 COINBASE CEO: The financial system is going fully on-chain, who can become the true bearer? 】
Recently, Coinbase CEO Brian Armstrong released an important perspective:
> The entire financial system is moving towards on-chain.
This statement is not an exaggeration, but a conclusion drawn from the current capital market environment and the speed of constructing crypto finance.
In the past, Crypto redefined payment methods, and now, the ways of raising funds for financial products, forms of equity, and methods of capital flow are also being redefined.
And Coinbase is betting on the elements with the most long-term value:
Tokenization — all assets will eventually be moved on-chain.
---
> The entire financial system is moving towards on-chain.
This statement is not an exaggeration, but a conclusion drawn from the current capital market environment and the speed of constructing crypto finance.
In the past, Crypto redefined payment methods, and now, the ways of raising funds for financial products, forms of equity, and methods of capital flow are also being redefined.
And Coinbase is betting on the elements with the most long-term value:
Tokenization — all assets will eventually be moved on-chain.
---
See original
【 JPMorgan's Latest Analysis: The Key to Bitcoin's Short-term Trend Lies with Strategy 】
Recently, JPMorgan released a research report that focuses on an indicator that is rarely noticed by general investors:
Does Strategy (MSTR) need to sell Bitcoin?
The report believes that the biggest variable affecting the short-term direction of Bitcoin is not miner sell-offs, nor is it the decline in hash rate, but whether Strategy's asset structure can remain stable.
Why Strategy?
Strategy has already become one of the largest holders of Bitcoin in the world, holding over 650,000 BTC.
As long as one thing remains true:
> "Strategy does not need to sell Bitcoin"
Does Strategy (MSTR) need to sell Bitcoin?
The report believes that the biggest variable affecting the short-term direction of Bitcoin is not miner sell-offs, nor is it the decline in hash rate, but whether Strategy's asset structure can remain stable.
Why Strategy?
Strategy has already become one of the largest holders of Bitcoin in the world, holding over 650,000 BTC.
As long as one thing remains true:
> "Strategy does not need to sell Bitcoin"
See original
【The First Leveraged SUI ETF Listed on NASDAQ: The Landscape of Public Blockchains is Being Rewritten】
The US market officially welcomes its first leveraged ETF tracking SUI.
The '21Shares 2x SUI ETF' (Ticker: TXXS) issued by the Swiss institution 21Shares has been approved for listing and trading on NASDAQ, providing a leveraged product with a daily 200% SUI return multiplier.
This event is not just the birth of a financial product, but a significant advancement in the overall competitive landscape of public blockchains.
---
What does the approval of the ETF mean?
Being listed in the mainstream compliant market in the US usually involves multiple layers of review:
Compliance and governance framework
Risk model
Technical underlying identification
Market adoption and trading depth
The '21Shares 2x SUI ETF' (Ticker: TXXS) issued by the Swiss institution 21Shares has been approved for listing and trading on NASDAQ, providing a leveraged product with a daily 200% SUI return multiplier.
This event is not just the birth of a financial product, but a significant advancement in the overall competitive landscape of public blockchains.
---
What does the approval of the ETF mean?
Being listed in the mainstream compliant market in the US usually involves multiple layers of review:
Compliance and governance framework
Risk model
Technical underlying identification
Market adoption and trading depth
See original
Still bullish
In the case where the overall trend remains unchanged, the pullback between 1.47-1.5 below the middle band of the Bollinger Bands will be the best buying point
$SUI
In the case where the overall trend remains unchanged, the pullback between 1.47-1.5 below the middle band of the Bollinger Bands will be the best buying point
$SUI
See original
Still looking above the previous high
When looking back at that time
You will find
Yesterday was the lowest point
Long-term position The market's double bottom has been formed
The bull market is coming soon
As long as there is a decent pullback, we can go long
$SUI
When looking back at that time
You will find
Yesterday was the lowest point
Long-term position The market's double bottom has been formed
The bull market is coming soon
As long as there is a decent pullback, we can go long
$SUI
B
SUIUSDT
Perp
Closed
PNL
-51.15%
See original
【South Korea Promotes Stablecoin Regulatory Reform: Bank 51% Led Issuance Model Takes Shape】
The South Korean government and the National Assembly are currently promoting legislation (Digital Asset Basic Act (Phase 2 bill)) to officially include 'stablecoins' within the regulatory framework. The core content that has attracted the most attention from the outside is that the issuers of stablecoins will be limited to:
> Alliances (Consortium) where banks hold at least 51% equity
This means that in the future, the entities that can legally issue stablecoins within South Korea will be led by traditional financial institutions, while technology or blockchain industry companies may participate as minority shareholders or collaborators.
---
Core policy: Banks become the main issuers of stablecoins
> Alliances (Consortium) where banks hold at least 51% equity
This means that in the future, the entities that can legally issue stablecoins within South Korea will be led by traditional financial institutions, while technology or blockchain industry companies may participate as minority shareholders or collaborators.
---
Core policy: Banks become the main issuers of stablecoins
See original
【USDC Treasury mints 500M USDC on Solana】
USDC Treasury minted a new batch of USDC on the Solana blockchain on December 3, totaling 500 million USD.
This includes:
09:29 (UTC+8) minted 250 million USDC
09:30 (UTC+8) re-minted 250 million USDC
Total: 500 million USD
On-chain records show that this minting fully entered Solana.
$SOL $USDC
USDC Treasury minted a new batch of USDC on the Solana blockchain on December 3, totaling 500 million USD.
This includes:
09:29 (UTC+8) minted 250 million USDC
09:30 (UTC+8) re-minted 250 million USDC
Total: 500 million USD
On-chain records show that this minting fully entered Solana.
$SOL $USDC
See original
[Ether futures trading volume surpasses Bitcoin for the first time: Market structure is changing]
Recently, a noteworthy change occurred at CME (Chicago Mercantile Exchange): the trading volume of Ether (ETH) futures has, for the first time, surpassed that of Bitcoin (BTC) futures.
This change is not a one-time event, but rather reflects the shifting market preferences, risk tolerance patterns, and direction of capital allocation.
---
Trading momentum shifts to ETH: volatility instead attracts more participants
CME officials pointed out that the volatility of ETH options is currently significantly higher than that of BTC.
However, this volatility has not driven traders away; instead, it has become a source of attraction:
Greater short-term opportunities
This change is not a one-time event, but rather reflects the shifting market preferences, risk tolerance patterns, and direction of capital allocation.
---
Trading momentum shifts to ETH: volatility instead attracts more participants
CME officials pointed out that the volatility of ETH options is currently significantly higher than that of BTC.
However, this volatility has not driven traders away; instead, it has become a source of attraction:
Greater short-term opportunities
See original
When BlackRock Mentions 'Tokenization': The Structural Turning Point Facing Global Capital Markets
Recently, BlackRock executives Larry Fink and Rob Goldstein published a lengthy article in (The Economist), clearly pointing out a trend that is reshaping the global financial market:
> Tokenization will become the next stage of financial infrastructure
This is not a technological optimism article, nor is it a conceptual narrative commonly mentioned in the cryptocurrency industry. The author comes from the world's largest asset management firm, overseeing more than $9 trillion in assets, and the argument reflects that the traditional financial system has begun to view 'tokenization' as a necessary systemic change.
And this perspective is also changing the long-term positioning of the cryptocurrency industry.
> Tokenization will become the next stage of financial infrastructure
This is not a technological optimism article, nor is it a conceptual narrative commonly mentioned in the cryptocurrency industry. The author comes from the world's largest asset management firm, overseeing more than $9 trillion in assets, and the argument reflects that the traditional financial system has begun to view 'tokenization' as a necessary systemic change.
And this perspective is also changing the long-term positioning of the cryptocurrency industry.
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