The leader of Strategy, Michael Saylor, has spoken again, this time about Bitcoin Tracker information, and he dropped a golden quote: “As long as you keep buying Bitcoin, money will continuously flow into your pocket!”
This is not just talk; according to previous patterns, every time Strategy releases such news, the next day they will surely announce how much more Bitcoin they have bought.
Now the question arises, is Michael Saylor hinting that Strategy has secretly increased its BTC holdings again? After all, who wouldn't want to ride this wealth train of Bitcoin for a few more stops?
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A giant whale made a shocking move 20 minutes ago!
778.5 BTC quickly transferred to Binance!
A floating loss of 2.53 million dollars!
According to on-chain analysts closely monitoring, just 20 minutes ago, the cryptocurrency world was stirred by a wave: a mysterious whale transferred 778.5 BTC (worth up to 64.33 million dollars) all at once to Binance. Behind this operation lies a staggering loss—an entire 2.53 million dollars!
Looking back a month ago, on February 27, this whale confidently withdrew 978 BTC from Binance, then valued at 84.06 million dollars, with an average price as high as 85,910 dollars. Who could have imagined that, with the market's ups and downs, on March 24, the whale helplessly sold 200 BTC, and just now, the remaining 778.5 BTC were all transferred to Binance, with an average outbound price of only 83,321 dollars. From holding at a high price to now facing a floating loss, this huge contrast has shaken the entire crypto market!
This whale's operation undoubtedly serves as a wake-up call for all investors: in the cryptocurrency market, opportunities and risks coexist; even whales holding massive assets find it hard to remain unscathed amidst market fluctuations.
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The unemployment rate has reached a four-year high, yet U.S. stocks have risen?
U.S. non-farm data triggered a major market reversal!
On December 16, the U.S. released two key economic data points for November, both of which exceeded market expectations and triggered a collective movement in global asset prices.
Specifically, the unemployment rate in the U.S. rose to 4.6% in November, the highest level since September 2021, indicating that finding a job has become significantly more difficult; at the same time, the number of new non-farm jobs added that month reached 64,000, which was also more than previously estimated.
Upon the release of this data, the market immediately reacted: U.S. stock index futures, which had previously shown unclear trends, directly turned upward, and investor sentiment clearly warmed. In the currency market, non-U.S. currencies collectively strengthened, with the euro rising more than 10 points against the dollar, reported at 1.1791; the pound gained even more, nearly 20 points, reported at 1.3452; while the dollar fell 30 points against the yen, reaching 154.39. The U.S. dollar index, which measures the overall strength of the dollar, even fell below the 98 mark, marking the first occurrence of this since October 6. Safe-haven assets also received a boost, with spot gold rising $5 in a short time, hitting a maximum of $4306 per ounce, continuing its recent strong performance.
86,000 has become a critical line, and losing it may trigger a new round of declines,
Will global central banks set the direction next week?
Bitcoin has already dropped below 90,000 dollars on Sunday. With important economic data being released next Monday and central bank meetings approaching, investors are hesitant to take risks and mostly choose to wait and see.
Many analysts have issued warnings that if Bitcoin cannot hold the critical technical support level, the current volatile market may turn into a continuous decline. Crypto industry analyst Ali Martinez reminded on social media on Sunday that 86,000 dollars is the crucial level Bitcoin must hold; once it falls below this price, the market is likely to face a larger correction.
Currently, the entire crypto market is still fluctuating within a range, with very low trading volumes, and investors lack confidence. Everyone is waiting for the upcoming macroeconomic data to be announced in the U.S., as well as policy decisions from various central banks, hoping to find clear signals for market direction based on this information.
The signal for increasing Bitcoin holdings is triggered again,
Will the old rules be proven true?
On December 14th, Bitcoin's staunch supporter and Strategy founder Michael Saylor updated the Bitcoin Tracker (holding tracking tool) and specifically mentioned "back to more orange dots"—those familiar with him know this is a key hint to increase Bitcoin holdings.
According to previous practices, as long as Saylor releases this type of Tracker-related information, the next day Strategy will officially disclose new Bitcoin holding increase news, and this time it is highly likely to be no exception; the market is waiting to see the implementation of the new round of increases.
Transfer 250 yuan pocket money with the note 'Dogecoin',
Construction Bank directly locks the card! To unlock, you have to write a letter of commitment,
Some people can only cancel their accounts?
On December 12, it was reported that a few months ago, Ms. Yu and her husband transferred 250 yuan pocket money to each other at the Construction Bank, just because the note mentioned 'this week's Dogecoin', their accounts were directly locked by the bank for investigation. Recently, a staff member from the Construction Bank contacted them to verify the situation, stating that this note triggered the control over virtual currencies, and the accounts would be set to 'no deposits, no withdrawals', meaning money could neither be deposited nor withdrawn.
The staff member from Ms. Yu's bank said that to unlock the account, she needed to provide her husband's bank statement for those months, and after passing the review, she would also have to write a letter of commitment, guaranteeing that she had not engaged in virtual currency transactions before and would not participate in the future. However, her husband does not agree with this practice of directly locking accounts and is still negotiating with his bank.
The staff from her husband's bank (a Construction Bank branch in Dalian) stated that as long as the account is involved in virtual currency transactions, it will be set to 'no deposits, no withdrawals'; even if it was just a transfer note mentioning 'Dogecoin', they still need to provide materials to prove that this matter is unrelated to virtual currency. The key issue is that it is impossible to provide effective proof; just having a bank statement is not enough, and such controlled accounts cannot be unlocked, only canceled. As for specific regulations, the other party did not clarify.
Currently, Ms. Yu has submitted her husband's bank statement and a handwritten letter of commitment and is applying to lift the restrictions; meanwhile, her husband's bank said that submitting their marriage certificate would allow them to apply for the removal of account limitations.
Additionally, it should be mentioned that on December 5, Xinhua News Agency reported that seven associations, including the China Internet Finance Association, issued a risk warning, requiring relevant institutions not to participate in the issuance and trading of virtual currencies and asset tokens domestically, and reminding everyone to recognize the risks and avoid engaging in such illegal activities.
On one side, there is a definite interest rate cut, and on the other, there are fierce internal disagreements.
Powell finds it very difficult to "navigate both sides" this time!
At this critical point on December 8, it’s almost certain that the Fed will cut rates this week, but what everyone is most concerned about is: will Powell hint at another cut in January? The Fed is now completely divided into two factions—hawks fear a rebound in inflation and firmly oppose arbitrary rate cuts; doves worry about the economy and employment, believing that further easing is necessary, and this disagreement is the largest seen in recent years.
Wall Street guesses this is a "hawkish rate cut": meaning Powell is first following the doves' suggestion to cut rates this week, but to appease the hawks, he will likely clearly state that "a cut in January is not guaranteed." Analysts at Bank of America say Powell is facing the most divided committee, and it may be like in October, where he cuts rates while saying some hawkish words to stabilize everyone; however, they also doubt if this tactic will work—after all, a lot of key economic data will be released between the two meetings, some of which have been delayed due to the previous government shutdown, creating too much uncertainty. Economists at JPMorgan also believe that Powell will emphasize that after this rate cut, interest rates will soon reach a neutral level of "neither stimulating nor suppressing the economy," and any further cuts will have to wait until the labor market really deteriorates; they cannot rely solely on predicting risks.
The cryptocurrency market is once again facing a significant regulatory crackdown!
On December 5th, the China Internet Finance Association, in conjunction with seven other associations, issued a risk warning, sounding the alarm on virtual currencies again after three years. In the past five years, there have been four announcements, each causing a tremor in the market!
In April 2020, the association reminded everyone not to engage with overseas virtual currency platforms, stating that those platforms are not protected by Chinese law and are prone to false transactions and malicious crashes. Following this, domestic authorities intensified the crackdown on off-exchange trading channels, resulting in many people's bank cards being frozen.
The announcement on May 18, 2021, was even harsher, directly stating that virtual currency trading contracts are not legally protected, and banks and payment institutions cannot assist with related businesses. As a result, Bitcoin plummeted more than 30% the next day, falling from $43,000 to below $30,000, with the total liquidation amount on the network setting a record.
By April 2022, the association targeted NFTs, prohibiting the use of virtual currencies for pricing and settlement of NFTs, and also restricting financing for NFT transactions. This led to a rapid cooling of the domestic digital collectibles market, with Tencent Huanhe and Alibaba Whale Discovery tightening their transfer rules, causing many small to medium-sized platforms to shut down, and the speculative bubble burst completely.
Now the latest risk warning has arrived, combining with the recent flash crash of Bitcoin in December (which dropped over 7% in a single day before rebounding, with over 120,000 people liquidated), the risks associated with virtual currencies cannot be ignored!
Tonight, the U.S. employment data will bombard us,
and our wallets might face a significant change~
On the evening of December 4th, there will be a wave of important U.S. data to be released: at 20:30, we will first look at the number of layoffs in November, followed by the announcement at 21:30 of last week's initial jobless claims (the expectation is 220,000). By 23:00, there will be the supply chain pressure index and September factory order data.
Although these employment-related data are crucial, the market has long been betting that the Federal Reserve will cut by 25 basis points in December. Currently, this probability on Polymarket has surged to 94%, just waiting for the data to confirm it~
On December 3rd, a well-known crypto analyst @IamCryptoWolf, who has 113,000 followers on platform X, posted a warning: $3700 is the key watershed — if the bull market really cools down, ETH reaching this price must stop; if the bull market is still on, once it breaks through $3700, it will soar all the way.
This analyst started posting analyses on Tradingview in 2014 and accurately predicted earlier in November: Ethereum would adjust in November, and if it fell below $3100, it would enter a bear market. Now $3700 has become the new 'judgment line', do you think ETH can break through it?
These tokens are unlocking large amounts, be careful of the volatility!
Starting November 17th, many cryptocurrencies will unlock a large number of tokens all at once, we ordinary people need to pay attention!
Specifically, take a look:
• ZKsync (ZK): November 17th at 4 PM, unlocking about 173 million tokens, equivalent to 3.37% of the current circulation, worth approximately 9 million USD;
• ApeCoin (APE): November 17th at 8:30 PM, unlocking about 15.6 million tokens, accounting for 1.66% of the existing circulation, worth about 5.5 million USD;
• YZY (YZY): November 19th at 1 PM, unlocking about 37.5 million tokens, accounting for 12.50% of the existing circulation, worth about 14.1 million USD;
• LayerZero (ZRO): November 20th at 7 PM, unlocking about 25.71 million tokens, accounting for 7.29% of the existing circulation, worth about 38.3 million USD;
• KAITO (KAITO): November 20th at 8 PM, unlocking about 8.35 million tokens, accounting for 2.97% of the existing circulation, worth about 6.4 million USD.
"Black Friday" has arrived, and the Federal Reserve's statement douses hopes for interest rate cuts!
On November 14th, the global market completely cooled down—Federal Reserve officials issued "hawkish harsh words," directly extinguishing hopes for a rate cut in December. Coupled with a bunch of disorganized data and concerns about the artificial intelligence hype turning into a bubble, global stock markets and precious metal markets were all pressed down on the ground on Friday.
Whether it's the Tokyo stock market or leading stocks in Paris and London, the declines are unbearable. The UK is even worse; in addition to these troubles, new concerns have arisen regarding the upcoming budget announcement, making the market even worse. The U.S. stock market is not doing much better; stock index futures indicate a drop at the opening, knowing that the day before (Thursday) they had already experienced a significant drop.
Jeremy Stretch, the head of foreign exchange strategy at CIBC Markets, stated: "Now everyone feels that the probability of a rate cut in December has returned to a 50-50 chance, and with worries about a potential AI bubble burst, market sentiment has completely unraveled. Originally, the market was already fluctuating up and down this month, and now it’s even harder to stabilize."
What's worse is that the White House threw cold water on hopes—everyone was originally looking forward to clarity on the U.S. economic situation, but the White House stated that the unemployment data for October may never be found. This makes everyone feel that the Federal Reserve will continue to hold off on action, insisting on waiting for clearer information before taking any steps.
The U.S. government is finally going to "open the doors"!
Multiple departments urge employees to return to work tomorrow,
but everyone's most concerned about the salary which is still uncertain...
On November 13, news broke that Trump is about to sign the temporary funding bill passed by Congress, which means the federal government's "shutdown" is finally coming to an end. Some administrative officials have revealed that the Department of Health and Human Services, the Department of the Interior, the Department of Housing and Urban Development, and the Department of Justice have already notified employees that they must return to work tomorrow (the 13th). But the problem is — when will those employees who were forced into unpaid leave be able to receive their back pay? Whether salaries can be quickly restored to normal is still uncertain.
The "Coin Hoarding Maniac" in the crypto circle has sent out signals again!
On November 9th, Strategy founder Michael Saylor shared a Bitcoin Tracker,
accompanied by the caption “₿est Continue” (Bitcoin continues to surge), this operation has its tricks—according to past patterns, once he shares this image, the next day the company will officially announce an increase in BTC holdings!
It's important to know that this is a “whale” holding over 550,000 Bitcoins, every move could impact the market, will there be another big purchase this time? We'll find out tomorrow!
Has the 100% win rate "god-level whale" in the crypto world changed its mind?
ETH short positions significantly reduced,
Be careful of sudden market shifts!
According to HyperInsight monitoring, that legendary whale who maintained a 100% trading win rate has started to reduce its ETH short position.
This time, he is adjusting a 25x leveraged ETH short position, with a remaining position size of $24.87 million—when it was opened, the average price was $3299.86. If the ETH price rises to $3394.77, this short position will be forcibly liquidated.
We will continue to pay attention to how things unfold!
On November 5, news broke that many people are betting Trump will lose in the Supreme Court tariff case — the Polymarket platform indicates that his loss probability has surged to 61%, and there is a general belief that the Supreme Court will reject his assertion that he can impose tariffs on global goods without Congressional approval.
In a few hours, the debate concerning how much emergency economic power the president can wield will commence! At 10 AM Eastern Time (which is 11 PM Beijing Time tonight), the U.S. Supreme Court will hold oral arguments on whether "Trump can collect tariffs based on the International Emergency Economic Powers Act (IEEPA)."
The core controversy is quite simple: Can the president, under this emergency economic statute, arbitrarily impose broad tariffs on imported goods from various countries? This issue is not merely about trade policy — the Supreme Court's ruling will determine whether the president can rely on "emergency powers" to bypass Congress in the future, and even adopt this tactic as a regular operation, profoundly affecting the principles of the "separation of powers" in the U.S. Constitution, as well as the limits of presidential authority.
and those going long were almost entirely “annihilated.”
In the past 4 hours, the cryptocurrency market was in complete panic! According to Coinglass data, in just half a day on November 3rd, the total liquidation amount was 270 million USD, with long positions losing 259 million while short positions only lost 11.36 million, almost all of which were long investors suffering significant losses.
With hackers stealing coins, tightened policies, and expectations of interest rate hikes from the Federal Reserve, the market has already become a “minefield.” Is this wave of liquidations just beginning?
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Is Strategy going to increase its Bitcoin holdings tomorrow?
On November 2, Michael Saylor, the founder of Strategy, shared related content about the Bitcoin Tracker and mentioned, "Orange is the color of November."
It's important to note that the primary brand color of Strategy is orange, which they specifically tied to Bitcoin as their identifier.
Moreover, according to previous rules, whenever Saylor sends out such messages, Strategy will announce an increase in Bitcoin holdings the next day.
As the world's largest corporate Bitcoin holder, they currently hold over 640,000 Bitcoins, and it's highly likely that they will be making a move again.
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