玉泽

Order 2980 has been emptied

Recently, it's about betting on Japan's interest rate hike

After the rate hike, it’s time to look for opportunities to go long.

The final monetization method of KOL: collecting membership fees

Tomlee has also started collecting membership fees

Trump's son is also collecting membership fees

Now you know what KOLs are making money from, right?

Today, ETH's short position just hit the take-profit level and then came down

This market really can't have any pattern at all

On-chain whales are usually just a reference target

not something for you to follow

Exchange data generally has delays and distortions

so these on-chain whale liquidation points are still a decent reference, as their large positions can indeed influence prices a bit in the short term

ETH will have a rebound, and after that, it will continue to short

The big rebound is expected to start only after next month.

Santa Claus is coming, make a wish!

On the 19th, Japan announced its interest rate decision, likely increasing it to 0.75%

Historical situations that occurred after previous interest rate hikes by the Bank of Japan:

In March 2024, the price of Bitcoin fell by about 23%

In July 2024, the price of Bitcoin fell by about 25%

After the price increase in January 2025, the price of Bitcoin fell by more than 30%

During this window period, it's best to avoid making trades, as it's expected that there will be further downward movement, with the opportunity to see large amounts starting with 7.

JPMorgan deepens its foray into the cryptocurrency space through tokenized money market funds

The bank's $4 trillion asset management division will launch its first tokenized money market fund on the Ethereum blockchain.

JPMorgan will seed the fund with $100 million of its own capital and open it to external investors on Tuesday.

JPMorgan JPM0.36% is joining the ranks of traditional financial institutions, attempting to apply blockchain technology to investment-based products: money market funds.

Called the "On-chain Net Yield Fund," or "MONY," this private fund is supported by JPMorgan's tokenized platform Kinexys Digital Assets

and will be open to qualified investors, with a minimum individual investment of $5 million and a minimum institutional investment of $25 million. The fund's investment threshold is $1 million.

MicroStrategy continues to increase its holdings, with total holdings surpassing 670,000 BTC

📊 Core Data Summary

1. Latest Buying Action (The Latest Buy)

Amount Increased: 10,645 BTC

Total Investment: Approximately $980.3 million

Average Transaction Price: $92,098 / BTC

Note: The average buying price this time is slightly higher than the market price shown in the screenshot ($89,481), indicating strong purchasing willingness from institutions at high levels.

2. Current Total Holdings Situation (Total Holdings)

Total Amount of Coins: 671,268 BTC

Total Holdings Cost: Approximately $50.33 billion

Average Holding Cost: $74,972 / BTC

Note: The current holding has a significant unrealized profit (current price about $89,500 vs average price $75,000).

3. Key Performance Indicators (KPI)

BTC Yield: 24.9% year-to-date (YTD) from the beginning of 2025.

In the past month, El Salvador's Bitcoin reserves have increased by 1120 Bitcoins, marking one of the most active accumulation periods since the country launched its Bitcoin strategy accumulation plan.

El Salvador has reached a new milestone in its national Bitcoin strategy: the number of Bitcoins held by the government has climbed to 7,500, worth approximately $677 million.

Public government monitoring data shows that the total amount of Bitcoins held by the government has been steadily rising, increasing from just over 6000 Bitcoins at the beginning of the year to the current level. Notably, the pace of the government's Bitcoin accumulation has accelerated in the past month, further solidifying its long-term commitment to treating Bitcoin as a strategic reserve asset.

One of the most notable purchases occurred on November 18, when the Treasury bought 1090 Bitcoins in a single day. However, the increase over the past week has been more moderate, with only 8 Bitcoins, highlighting the strategy adopted by the Treasury of occasionally making large purchases, supplemented by small but continuous accumulations.

The Bank of Japan (BOJ) is set to hold a policy meeting from December 18 to 19, and the market expects an interest rate hike to be almost certain.

Japan is about to raise rates by 25 basis points. The impact of the rate hike may extend far beyond the domestic bond market, affecting global risk assets, particularly Bitcoin.

Polymarket currently bets on a 98% probability of the Bank of Japan raising rates, while the probability that policymakers will keep rates unchanged is only 2%.

If rates are raised, Japan's policy rate will increase to 75 basis points, reaching the lowest level in nearly two decades.

While the magnitude may not be significant by global standards, this change is meaningful because Japan has long been a major source of cheap leverage worldwide.

For decades, institutional investors have borrowed yen at extremely low rates and invested those funds in global stocks, bonds, and cryptocurrency markets, using yen for arbitrage trading.

If yields continue to rise, leveraged positions financed in yen may be liquidated, forcing the sale of risk assets to repay debts.

What happened historically after the Bank of Japan previously raised rates:

In March 2024, Bitcoin's price fell by about 23%

In July 2024, Bitcoin's price fell by about 25%

After the rate hike in January 2025, Bitcoin's price dropped by over 30%

Buffett once mentioned at the shareholders' meeting that investing is different from diving in the Olympics; the higher the difficulty in diving, the higher the score.

However, in investing, doing simple things well can yield good returns, and there is no need to challenge high difficulties.

My expected return is 5%, so I only need to look for businesses that are simple, have stable profits, and are priced cheaply.

In Buffett's words: "I am not trying to jump over a seven-foot high hurdle; I am looking for one-foot high hurdles that I can clear."

The recent AV trend has made me feel sick and I don't want to open a position.

It's more uncomfortable than losing money.

Until yesterday, I shorted a position and felt a bit better.

Let's see if ETH will continue to run within the channel. The New Year is approaching, and everyone is pulling performance for settlement.

Do Kwon was just sentenced to 15 years for $40 billion in fraud, while SBF was sentenced to 25 years for $11 billion in fraud.

Kwon's Terra-Luna collapse caused economic losses nearly four times that of FTX, yet he received a 10-year shorter sentence.

The judge stated that this was a large-scale, generational fraud with hundreds of thousands of victims worldwide. So, why the lighter sentence?

The biggest difference in how the cases were handled lies in attitude. Kwon pleaded guilty and took responsibility in August.

He wrote a letter to the court stating that he was responsible for the suffering endured by people and acknowledged that he misled the community out of arrogance. He listened to hundreds of victim impact statements and apologized directly.

SBF, on the other hand, chose to go to trial and maintained his innocence throughout. He claimed that FTX was simply facing a liquidity crisis and not actual fraud. The jury convicted him in just 4 hours.

Judge Kaplan found that SBF had committed perjury multiple times while testifying and described his testimony as one of the most cunning he had seen in decades.

SBF also attempted to influence witnesses by contacting FTX's former general counsel before the trial.

Do Kwon: The judge explicitly considered an additional factor in sentencing—after completing his sentence in the U.S., Kwon may still face an additional maximum of 40 years in South Korea.

SBF: In contrast, SBF does not have pending charges from other countries, so this 25 years is essentially his final sentence (unless his appeal is successful).

Create a new chat room, welcome everyone to join the group

Share secondary trading strategies in the group

Stick together to get through the tough bear market together

Trump is indeed a financial genius

"Trump Gold Card" visa applications are now being accepted

Personal payment of $1 million grants U.S. residency

The platinum card priced at $5 million $ allows a stay in the U.S. for up to 270 days

Trump said: If we can sell 10 million cards, we can pay off the U.S. national debt and even make an additional $15 trillion🤡

The matter of Lan Zhanfei reminds me of a news article I saw a few days ago.

If you are a cryptocurrency holder, encountering robbers could result in losing all your assets.

In the "cryptocurrency field" where regulations are weak, robbers only need to obtain your mnemonic phrase or make you hand over the digital currency in the exchange.

There will be no issues with scrutiny.

However, when the banking system encounters large transfers, cross-location transfers, etc., it will trigger risk control rules and fail.

Therefore, wealthy individuals in cryptocurrency may need to pay more attention to privacy and maintain a certain distance from fans and friends.

But more often, what happens on the blockchain is that hackers steal cryptocurrency through technology, such as the theft of a certain influencer's WeChat a couple of days ago.

Sei announces cooperation with Xiaomi

Next-generation financial applications designed for stable market payments, supported by Sei

Will be integrated into Xiaomi's mobile ecosystem and pre-installed on new devices.

However, the built-in applications are likely to only appear in the international version of Xiaomi, while the domestic version is unlikely to implement it.

So good, now when I wake up $ETH $BTC will say Good Morning