In the unprecedented changes of the past century, the mirroring effects of gold and the US dollar, the decline of the dollar's share, and the trend towards multipolarity 🐳 Gold: From the 'hard anchor' of the Bretton Woods system to a safe-haven asset after marketization, and now to a 'hard asset' in the current context of dollar de-dollarization, its monetary attributes are continually reborn amidst crises. 🐳 Dollar: From being a monopoly currency backed by gold to a dominant currency under floating exchange rates, and now facing structural decline due to weakened credit and de-dollarization. 🐳 System Evolution: Unipolar (Dollar-Gold) → Unipolar (Dollar Dominance) → Multipolar (Dollar, Euro, Renminbi, Yen, Gold, etc. coexisting). The rise of gold is not only a market fluctuation but also a reflection of the retreat of dollar hegemony and the reshaping of the global monetary system. 🏁 The Role of the Crypto Market 1. Challenger and alternative narrative provider: Early on, it proposed a new paradigm for value storage independent of traditional fiat currencies and gold. 2. A new 'sensor of liquidity' in macroeconomics: Its high volatility serves as a magnifying glass for global dollar liquidity and risk appetite. 3. The 'digital reinforcement' of the dollar system: Currently the most critical role. The United States is transforming the crypto market, especially stablecoins, into new infrastructure that supports the dollar's dominance through strategy and legislation.
Summary: In the new pattern of 'complementarity rather than substitution', a divergence phenomenon between gold and digital gold is emerging in 2026. This is not a failure of the crypto market but a precise allocation of capital under different risk scenarios: when geopolitical risks dominate, funds flow into gold; when expectations for global liquidity expansion rise, funds will only flood into the crypto market on a large scale!
Little puppy puppies, Ethereum, Ca: 0xcf91b70017eabde82c9671e30e5502d312ea6eb2 puppies community 24-hour live broadcast room: @金先生聊MEME (14:00-00:00) @小奶狗清瑜68868 four-leaf clover 68868 @神秘博士 (00:00-14:00) @MrStar (around 03:00) international community Click the golden text, then click the avatar (the avatar moves when it's live) Welcome to join Musk's third dog little puppy community Avatar change process: Click my homepage upper left corner avatar, long press to save the image Purchase tutorial: See the video below 👇👇👇 #Federal Reserve interest rate cut expectations rise #Is the altcoin season coming? #MEME coin carnival #Is the SOL ecosystem season coming? #Musk's little puppy
Driving away short-term gamblers, leaving behind value believers A crash is the funeral of speculation, the baptism of value
The market is not falling; it is executing a precise "speculator elimination plan." Gold plummeted over 12% in a single day, silver experienced its largest historical drop, and Bitcoin fell below $80,000—this is not an ordinary adjustment, but a thorough liquidation of the market's frenzy.
When leverage accumulates like a mountain, and the illusion of "always going up" permeates, the only way for the market to recover is through violent clearing. Hong Hao, a partner at Lianhua Asset Management, poignantly stated: "The madness of this trading and the accumulation of leverage are difficult to digest with normal price fluctuations." When prices rise too quickly, any slight disturbance can trigger a cascade.
Real faith assets are drawing a clear line from speculative bubbles. Central banks worldwide continue to purchase gold, with the People's Bank of China increasing its gold holdings for 14 consecutive months, and gold ETFs seeing a net inflow of over 7.6 billion yuan in nearly 20 days. Meanwhile, over 410,000 people in the crypto market were liquidated within 24 hours, with a market cap evaporating by $111 billion. The same drop, but different outcomes: the three pillars of gold—global interest rate cuts, de-dollarization, and geopolitical risks—remain unchanged; while the "faith" in cryptocurrencies is teetering on the edge amid leveraged collapse.
Charlie Munger's wisdom shines at this moment: "Avoiding stupidity is more important than pursuing brilliance." This crash is the market punishing foolish speculation—those chasing trends, abusing leverage, and believing "this time is different" are being systematically cleansed. Munger's contrarian thinking enlightens us: instead of predicting the bottom, consider who will be driven out of the market.
History never repeats itself, but it always rhymes. After the gold crash in March 2020, a two-year bull market followed; each Bitcoin crash has become an entry point for long-term investors. This time, the market is completing the same selection: driving away short-term gamblers and leaving behind value believers.
When panic reaches its peak, it is often the moment when quality assets are discounted the most. The crash washes away the floating capital, leaving behind real gold. The coldness of the market is, in fact, the greatest tenderness towards rational investors—it clears your competitors for you, creating a historic buying window. $BTC $ETH $BNB #爱泼斯坦案烧向币圈 #BTC何时反弹? #贵金属巨震 #加密市场回调 #加密市场观察
The mainstream currencies dominated by $BTC $ETH $BNB and traditional finance dominated by gold and silver have all experienced varying degrees of decline. What exactly is the reason for this????? #爱泼斯坦案烧向币圈 #BTC何时反弹? #贵金属巨震 #加密市场回调 #CZ币安广场AMA
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[LIVE] 🎙️ 爆跌就是抄底买入现货时候,买入主流现货BTC,ETH,BNB
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Chat about memes, continue building, and wait for the market to explode. Let's talk! This is the purest meme community in Binance Square! $ZK $ETH $XAG #BTC何时反弹? #贵金属巨震 #加密市场回调 #CZ币安广场AMA #美国PPI数据高于预期
小奶狗清瑜68868
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[Replay] 🎙️ 2026以太看8500 Meme行情爆发
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The Holder of Great Wisdom: The Investment Principles That Munger Left for Ordinary People
"Warren and I have been able to accumulate wealth largely because we are better at doing nothing than the average person." This seemingly simple statement by Charlie Munger reveals a truth that ordinary investors often overlook. In a world filled with short-term predictions, technical analysis, and frequent trading advice, Munger's investment philosophy offers a completely different path—one that is especially precious for ordinary people.
The Biggest Misconception for Ordinary Investors: Viewing the Market as an Intellectual Arena
Most people mistakenly believe that investing is a game that requires a very high IQ, thinking they must be smarter and quicker than the market. Munger has insightful views on this: "We never pretend to predict the macro economy; we just focus on finding good businesses that we can understand."
For us ordinary people, this mindset of "trying to be smarter than the market" is particularly dangerous. You don’t need to follow financial news every day, analyze complex charts, or predict next quarter's GDP growth rate. The success of Munger and Buffett proves that the essence of investing is not about how smart you are, but about how honestly you can face your ignorance and take action within that understanding. Without specialized knowledge of technical indicators and without solid skills, leveraging in a non-trending market can instead become a burden! Spot trading is king! Reasonable allocation, $BTC $ETH $BNB be patient! Time is a good thing! #CZ币安广场AMA #美国PPI数据高于预期 #比特币ETF净流入流出 #金银为何暴跌 #美国政府停摆
Munger's advice: "The reason Warren and I have been able to achieve such success is mainly because we seek to avoid stupidity rather than pursue excellence." In the marathon of investing, those wise yet humble holders—who know their limitations, focus within their circle of competence, and patiently wait—often end up outperforming those speculators who try to be clever. Knowing others is intelligence; knowing oneself is true wisdom! The wealth of ordinary people = time + patience, to every ordinary person! $ETH $BTC $BNB #CZ币安广场AMA #美国PPI数据高于预期 #比特币ETF净流入流出 #金银为何暴跌 #美国政府停摆
金先生聊MEME
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[Replay] 🎙️ 黄金白银爆跌,加密市场爆跌,大家恐惧了吗?机会来了
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420,000 people liquidated, liquidations in the last 24 hours rose to 2.566 billion, just asking whether it is bloodshed or not, our community has always advocated that spot trading is king, high volatility high risk, protect your own pocket! $ETH $ZK $ZKP #美国PPI数据高于预期 #比特币ETF净流入流出 #金银为何暴跌 #美国政府停摆 #贵金属巨震
小奶狗清瑜68868
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[Replay] 🎙️ 2026年 以太看8500 Meme行情爆发
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The three core factors of concern can be summarized as follows:
1. Independence of the Federal Reserve: A key test of political pressure The statements of the new chairman, Kevin Walsh, at the congressional hearing are a focal point for observation. Attention should be paid to how he responds to the question of "whether he is under pressure from the White House" and how he defines "policy independence," as well as his views on inflation tolerance and the path of interest rate cuts. If his responses are seen as a compromise to political pressure, market concerns over the credibility of the dollar and inflation will intensify, which will directly benefit gold.
2. U.S. Debt and Finance: Undermining the foundation of the dollar The U.S. debt issue is a structural risk. Caution is warranted: 1. The debt ceiling stalemate may lead to technical defaults or government shutdown risks; 2. Fluctuations in the Treasury market and major overseas holders reducing their holdings; 3. Persistently high deficits (e.g., if the deficit rate exceeds 5% of GDP), which is akin to imposing an "inflation tax" on the dollar. Any signs of deterioration will drive funds to hedge sovereign credit risks with gold, not just currency fluctuations.
3. Global Central Bank Gold Purchases: A reality check for "de-dollarization" Central bank gold purchases provide the most solid support for gold prices. Attention should be paid to: 1. Continuity: Whether it transitions from sporadic actions to net increases by multiple countries; 2. Leaders: The movements and official intentions of countries such as China, Poland, and Singapore; 3. Strategic intentions: Motivations such as "reserve diversification" analyzed in the World Gold Council report. This is not only direct demand but also a strong strategic signal, confirming that "de-dollarization" is in progress.
Summary: The logic of gold prices has shifted from "anti-inflation" to "preventing systemic risk." The political independence of the Federal Reserve, the sustainability of U.S. finances, and the collective action of global central banks collectively constitute concerns about the stability of the monetary system, which is the underlying driving force behind the strengthening of gold. $BTC $XAU $ETH #美国PPI数据高于预期 #比特币ETF净流入流出 #金银为何暴跌 #美国政府停摆 #贵金属巨震
The driving force of gold has shifted from the single factor of 'the strength and weakness of the US dollar' to 'structural doubts about confidence in the US dollar-led global financial system.' This means that the short-term fluctuations of gold and the US dollar index can temporarily decouple. What are your thoughts on this? Let's discuss together! This is the purest meme community at Binance Square! $BTC $XAU $XAG #美国PPI数据高于预期 #比特币ETF净流入流出 #金银为何暴跌 #美国政府停摆 #贵金属巨震
金先生聊MEME
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[Replay] 🎙️ 黄金白银爆跌,热钱资金会流向比特币圈?
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Surprises keep coming, and after #贵金属巨震 there are rumors that the White House's budget allocations are only enough for a little over half a month, meaning that in another half month, there will be a risk of a shutdown! $ETH $BTC $XAG #CZ币安广场AMA #美国PPI数据高于预期 #金银为何暴跌 #美国政府停摆
金先生聊MEME
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[Replay] 🎙️ 黄金白银爆跌,热钱资金会流向比特币圈?
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In summary, Waller's nomination marks a new phase for the Federal Reserve characterized by a more complex and subtle form of independence. The political considerations in the decision-making process may increase.
If you have further interest in how Waller's specific "tapering" proposals might affect market liquidity, or the focal points that might be raised during the Senate hearings, I can provide you with a more detailed analysis. $ETH $XAG $XAU #CZ币安广场AMA #美国PPI数据高于预期 #贵金属巨震 #下任美联储主席会是谁? #加密市场回调
小奶狗清瑜68868
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[Replay] 🎙️ 2026年以太看8500 meme行情布局
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1. Vitalik submitted 16k ETH for privacy technology 2. Lido V3 goes live on the Ethereum mainnet 3. Lighter introduces Lighter EVM 4. Frame transaction EIP-8141
The current Ethereum ecosystem shows a parallel development trend of core focus and peripheral breakthroughs:
1. R&D focus expansion Vitalik Buterin personally invested heavily in supporting long-term cutting-edge projects in privacy, hardware, etc., reflecting that core R&D is shifting from the Ethereum Foundation to community leaders and independent funders. The foundation is more focused on protocol layer expansion and security, while innovation at the application layer is driven by a broader ecological force.
2. Liquid staking enters the modular era Lido V3 has completed a key upgrade, transforming from a single funding pool to a modular infrastructure. Its core innovation, stVault, allows users to customize validator settings in a non-custodial manner and share underlying ETH liquidity, enhancing security and decentralized options through designs such as "escape hatches."
3. Layer 2 heads towards functional integration Specialized L2s focused on high-performance transactions (like Lighter) are expanding their generality by integrating EVM compatibility. Lighter EVM utilizes zkVM technology, combining its custom circuits with general EVM execution, achieving a balance between specialized performance and ecological composability through proof aggregation on Ethereum settlements.
4. Protocol layer moves towards native account abstraction The EIP-8141 proposal introduces "framework transactions," allowing for custom transaction validation, execution, and payment logic at the protocol layer. This is a lower-level account abstraction solution following ERC-4337, aimed at fundamentally improving user experience and development flexibility.
Summary The ecological development presents a clear path: L1 core layer focuses on security and foundational innovation (such as account abstraction); infrastructure layer trends towards modularization and user sovereignty; L2 application layer balances performance and ecological openness through technological integration. Overall, it is evolving towards a more decentralized, smoother experience, and richer user choices. $ETH $LIGHT $DUSK #美国PPI数据高于预期 #贵金属巨震 #下任美联储主席会是谁? #加密市场回调 #美国伊朗对峙
The logic behind Waller's nomination is not simply about 'loss of independence,' but more like a sophisticated arrangement of 'managed independence':
1. For Trump: Waller represents the 'greatest common divisor' that can simultaneously meet his political demands (support for interest rate cuts, tariffs) and practical constraints (Senate approval required, market acceptance needed). What Trump needs is a candidate who is aligned in key principles but not one who is 100% compliant. 2. For the market and the system: Waller's resume provides the necessary 'credibility collateral,' partially 'internalizing' the independence issue. The focus of future games may no longer be 'whether to be independent,' but rather 'to what extent and in what ways to make policy compromises.' 3. For Waller himself: His policy proposals (reducing the balance sheet in exchange for interest rate cuts, focusing on core missions) are a redefinition of the role of the Federal Reserve. This may mean that independence will exist in a more technical manner, which is also more constrained by political objectives.
⚖️ Nomination prospects and subsequent observations
Waller's nomination still requires Senate approval and currently faces some resistance. Even if he takes office, the challenges he will face are historically significant: assessing the impact of Trump's tariff policies, judging the impact of artificial intelligence on productivity, and addressing the challenges of digital assets on regulation, etc.
In summary, Waller's nomination marks the Federal Reserve entering a new phase where the form of independence is more complex and subtle. The weight of political considerations in the decision-making process may increase. $BTC $ETH $XAU $XAG#美国PPI数据高于预期 #贵金属巨震 #加密市场回调 #美国伊朗对峙 #美联储维持利率不变
One is the leader, and the other is the new favorite. Let's talk about it! Be someone who loves new things and dislikes old ones 🤭🤭$ETH $DOGE $CC #贵金属巨震 #下任美联储主席会是谁? #加密市场回调 #美国伊朗对峙 #美联储维持利率不变
Huihui慧慧SG
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[Replay] 🎙️ 唱聊开火箭🚀 Gold Hits New Highs, Crypto Next?
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