x也叫加密小韭菜

$ENA has fired the first shot of DEFI in the US stock market,

Recently, American StablecoinX Inc. announced a $360 million PIPE financing plan, which will be used to establish the ENA strategic reserve and prepare for a NASDAQ listing. If the company successfully goes public, it will become the first stock listed in DEFI.

The company will purchase $5 million worth of ENA daily,

Therefore, ENA has been performing very well, and despite Bitcoin's pullback yesterday, it rose against the trend.
#巨鲸动向

Beijing business reporters went undercover at Binance to open accounts and follow contracts,

The article has already been written,

This article should be a precursor to the People's Bank of China cracking down on virtual currency speculation,

Clearly, it is the neighbor that is wildly promoting on Xiaohongshu, which has raised regulatory concerns,

But the one suffering is Binance,

Who can we appeal to? We can only say that a tall tree catches the wind.
$BTC

Latest news, the Federal Reserve is going to unleash a massive amount of liquidity next year!

On November 27, the Federal Reserve approved the relaxation of eSLR for the U.S. banking industry, which translates to Enhanced Supplementary Leverage Ratio in English.

After relaxing this leverage ratio, the U.S. banking industry can expand its balance sheet to buy government bonds, meaning that while the Federal Reserve may not be able to engage in quantitative easing, the U.S. banking industry can.

Morgan Stanley estimates that this move could release $6 trillion in liquidity; Goldman Sachs estimates that $5 trillion in liquidity will be freed up. This is directly beneficial for U.S. Treasuries, U.S. stocks, and cryptocurrencies.

In reality, it is unlikely that so much money will be released, as banks will also use part of this money to buy back stocks and pay dividends, but a conservative estimate suggests there will still be $2-3 trillion.

Additionally, it is highly likely that the Federal Reserve will expand its balance sheet to buy government bonds in February next year, purchasing $25-45 billion in bonds each month, resulting in a total liquidity increase of $300 billion to $540 billion for the entire year.

All things considered, a liquidity increase of $2-4 trillion is expected.

It is anticipated that the relaxation of eSLR will begin to take effect on January 1 next year and will be officially implemented on April 1.

So, next year will truly be a bull market. $BTC

What? MicroStrategy (MSTR) hoarding Bitcoin is going to be excluded from the MSCI index?

Yes, and the probability is as high as 80-95%.

Latest reports from a bunch of sell-side firms including JPMorgan, Goldman Sachs, Morgan Stanley, and Bernstein have defined MSTR as a "leveraged Bitcoin ETF" because its digital assets account for more than 50% of total assets, no longer meeting MSCI's definition of an "operating company."

Once excluded:
🎈 Only MSCI-tracked funds will have about $2.8 billion passively sold
🎈 If the Nasdaq-100, Russell 1000, etc., follow suit, total passive selling could reach $8-9 billion
🎈 Equivalent to 12-15% of the current $60 billion market cap

Saylor recently responded:
"We are not an ETF; we are an operating company with a $500 million software business that has issued $7.7 billion in innovative Bitcoin convertible bonds."

However, MSCI's consultation period ends on December 31, and the trend is quite clear.

Volatility will continue to explode before the end of the year, so be mentally prepared.
$BTC
#比特币波动性

Liquidity tightening before the Fed stops tapering, combined with CTA selling, has led to consecutive declines in the US stock market and Bitcoin.

Against this backdrop, although the Fed will not cut rates in December, there is a high probability of dovish remarks from Powell.

Currently, the Treasury has begun to release liquidity, and stability is expected next week.

December will be better.
$BTC

Expected Bitcoin market to warm up in December,

bull market in Q1 next year. $BTC

Currently, this can only be regarded as a technical bear market,

a pullback phase in the continuation of a bull market,

$BTC $ETH $SOL remains very optimistic after the Federal Reserve began liquidity expansion,

the target price for BTC in 2026 is between $150,000 and $200,000,

what needs to be done now is to buy on dips and wait for the Federal Reserve to inject liquidity.

Last Friday, the U.S. Treasury did not release any liquidity.

The funding crisis continues.

Even if the Treasury starts spending now, it won't make much difference—typically, at the end of the year, the Treasury and other agencies tighten liquidity.

There are only two variables that can truly change the situation:

🎈The Federal Reserve moderately loosening eSLR
🎈Restarting balance sheet expansion (which means restarting money printing)

The good news is that both of these things are about to happen.
$Aster $ZEC

By the end of November $BTC 11, it will stop falling, and it will warm up in December.

Previously mentioned, whether the U.S. government opens is an important variable affecting Q4 market trends,

and this variable is becoming less and less important. The government is opening too late, approaching December, with the end of the year coinciding with the end of the quarter. Even if the government reopens, liquidity will become tight,

it is better to focus on the next major event affecting liquidity: the Federal Reserve relaxing the enhanced supplemental leverage ratio and restarting the balance sheet expansion.

The market originally expected the relaxation of the enhanced supplemental leverage ratio on January 1, 2026, and there are now signs of an earlier occurrence,

and according to recent remarks by Federal Reserve's Williams, the market generally believes that in the first quarter of 2026, the Federal Reserve will restart the balance sheet expansion.
$BEAT $JCT

The Federal Reserve is about to effectively implement quantitative easing again, relaxing the supplementary leverage ratio solely to increase demand for government bonds.

According to informed sources, U.S. bank regulators have reached an agreement on relaxing a set of capital requirements. The banking sector has long complained that current regulations limit their ability to increase holdings of U.S. Treasury securities.

Officials from the Federal Reserve and other major regulatory agencies have recently submitted the final proposal for the so-called "enhanced supplementary leverage ratio" to the White House for review. Sources familiar with the matter, who requested anonymity, stated that the revised rules are largely consistent with the proposals announced in June, meaning that the capital required to be held by large banks as a percentage of total assets will be reduced.

This move is expected to release $250 billion to $450 billion in liquidity into the Treasury market.
$XRP

In 2026,

on January 1st, the Federal Reserve will relax the eSLR to enhance the supplementary leverage ratio, and banks will significantly purchase government bonds, which is a form of invisible QE;

In the first quarter, the Federal Reserve will begin to expand its balance sheet, estimating to purchase $20 billion of short-term government bonds each month;

The U.S. government will start tax cuts and fiscal stimulus.

A frenzied bull market, U.S. stocks, crypto!

$BTC $ETH
#美国结束政府停摆

The first truly charitable coin in the crypto world

$GIGGLE

Donate through transaction fees to help underprivileged children,

Cultivating the future for the world,

Memes are also useful,

Crypto for good!
#美国结束政府停摆

The house has finally found a seller

The payment of 1.6 million is expected to arrive at the end of the month, and all of it will be used to increase the position in the BSC ecosystem

500,000 $Binance Life

300,000 $Customer Service Xiao He

200,000 $哈基米

#meme

$MOODENG is going to rise.

Go all in!

$GAIN Have you received the $gain you exchanged? Why hasn't mine arrived yet?

It is currently very difficult for memes to list on Binance,

which instead benefits Binance's spot and contract memes.

Please identify contracts that are clean, have low market capitalization, and have been listed on Binance's spot, contracts, or alpha memes; they should have the attention of major investors.

Now, the bubb donkey in Binance's alpha sector has been pumped for several days,

and recently, the old memes in Binance alpha are likely to be promoted by the Chinese marketing team.

The logic of major investors is easy to understand; instead of trying to find an angle to bring a meme on-chain, spending a lot of effort only to not get listed on Binance,

it is better to pump these old babies on Binance alpha, which also have the potential to go on Binance contracts.
#币安Alpha上新
$BUBB

🎈Jackson Hole Powell is dovish, interest rates will be cut in September, the market is surging, Ethereum breaks its historical high, all technical indicators for Ethereum are overbought, it's time to take profits by the end of August, and then buy back in September;

🎈CFTC announces a cryptocurrency acceleration plan to expedite the approval of cryptocurrency spot contract trading through compliance channels. This should be viewed in conjunction with the simplified ETF approval process for altcoins with Coinbase contracts. We can see that: 1. The liquidity of altcoins is improving; 2. The listing of altcoins on Coinbase contracts will become a focal point in the next six months;

🎈ENA has finally surged, this is just the beginning, after ENA's DAT company goes public in the US, that will be a significant turning point for it to outperform Ethereum;

🎈Pengu has also risen well today, it originally formed a double top on the daily chart, but now it has strongly broken through this double top, so continue to hold;

🎈@ImpossibleSir mentioned yesterday that ordi has switched hands, this kind of thorough washout, clean contracts, very low market cap, fully circulated coins, everyone can keep an eye on;

🎈 Xlayer's dog coin, I sold Xdog and bought dogshit, when I got in the market cap was 2.12 million USD, and it is still profitable, dogshit is a promotional coin, reminds me of last year's neiro, I like this kind of coin;

Other positions remain unchanged, no new information, temporarily not mentioned.
#ETH创历史新高
$ENA

The market adjusts its interest rate cut expectations before the Jackson Hole meeting, with U.S. stock indices and cryptocurrencies both declining. Optimists led by Tom Lee believe that Powell's speech will lean towards indicating interest rate cuts, leaning dovish;

The SEC chairman reiterated at a blockchain seminar that most tokens are not securities, but the Ethereum ETF staking has still not been approved, and the approval of altcoin ETFs is slow. Regulatory easing remains at the verbal stage, with no actual actions taken. The pace is too slow; the gentlemen want to take a vacation in the summer, and serious matters can wait until Q4;

In the altcoin space, aside from the recent hot coin BSU AIOT, Link Bio is the strongest; my position hasn't changed;

It is extremely difficult for meme coins to list on Binance now, which instead benefits Binance's spot and contract meme coins. Please make sure to identify contracts that are clean, have low market cap, and have listed on Binance spot, contracts, or alpha memes; they should have some wild farms interested.

Regarding VC coins, please identify projects that have the strength to find buyers in the U.S. stock market.
#杰克逊霍尔会议
$Bio

This week, Powell's speech at the Jackson Hole central bank president meeting has become a focal point, with significant market divergence. Some institutions believe the speech will be relatively neutral, while others think it will suppress expectations of a 50bps rate cut in September. I lean towards the second option.

Ethereum is undergoing a pullback, with serious divergence as well. Many crypto native users believe Ethereum has reached its peak, while traditional finance professionals are very optimistic about the market outlook. I also think this is just a dip before Ethereum breaks its historical high.

Recently, the best-performing coins on Binance Alpha are BSU and Clanker,

Clanker is still viable for swing trading, but it’s not advisable to chase highs;

BSU is a project by South Koreans, a web2 company issuing tokens, with very few people on board.
#加密市场回调
$ETH