One Year Together, Mountains and Seas Can Be Crossed: To Every Guardian of the ALLINDOGE Community
As I wrote these words, I glanced at the clock. It has been a whole year. If I don't look back, I could almost forget where we started. A year ago today, ALLINDOGE was just a flickering symbol among countless tokens on the blockchain. At that time, everyone came together with the 'meme' gene, in a spirit of irony and half-joking atmosphere. The whole community was immersed in a celebratory mood. There was no roadmap. The screen was filled with the words 'To the moon.' The air was thick with a strong sense of dopamine. But any feast will eventually come to an end. When the tide goes out, we face the most difficult choices:
[Investment Research Report & Development Progress Ongoing Report] ALLINDOGE—Rising from the chaos of memes to the value transformation of Web3 + AI tools
In the crypto field, most meme coins cannot escape the 'speculation-crash' cycle, but the development of ALLINDOGE is a unique practice of 'long-termism' as its foundation, advancing from community consensus to technological tools. Its trajectory, based on time, clearly demonstrates 'how to give meme coins practical value'. It initially originated from the introduction by the million-follower influencer Kate. 1. Germination: The 'anti-speculation' meme coin on the Solana chain (end of 2024 - February 2025)
ALLINDOGE was born on the Solana chain, jumping out of the traditional meme coin's 'short-sighted logic' from the beginning — with 'All In' as the core concept, clearly rejecting the 'cutting leeks' style of speculation, positioning itself as 'a guide connecting Web2 and Web3'.
December 18 news, according to on-chain analyst Yu Jin's monitoring, "2.3 billion USD funds opened long positions for the giant whale (i.e., '1011 insider giant whale')" has not continued to add positions in the past two days, still holding this nearly 700 million USD long position.
However, as the market continues to decline, his long positions currently have an unrealized loss of 73.18 million USD.
191,000 ETH (540 million USD) long, opening price 3167 USD, unrealized loss 64.28 million USD, liquidation price 2083 USD; 1000 BTC (86.15 million USD) long, opening price 91506 USD, unrealized loss 5.35 million USD; 250,000 SOL (30.83 million USD) long, opening price 137.5 USD, unrealized loss 3.55 million USD.
On December 17, news surfaced that traders are increasingly inclined to believe that the interest rate cut cycle of European central banks has essentially come to an end. The money market indicates that the European Central Bank, the Swedish Central Bank, and the Norwegian Central Bank are expected to maintain interest rates at tomorrow's meetings, and keep rates stable until the end of 2026. Even the Bank of England, which is expected to cut rates on Thursday, is only fully anticipated to lower rates once more next year, despite the soft inflation data released on Wednesday, which has increased the likelihood of another rate cut. This is in stark contrast to market sentiment earlier this year. At that time, the market widely believed that European central banks would significantly cut rates before 2026. Similarly, the Swiss National Bank, which was the first to cut rates and has lowered rates multiple times, has also paused rate cuts, with current rates down to zero. “Many of these countries have already made multiple rate cuts - the policy rate is no longer tightening,” said Mike Riddell, a manager at Fidelity International. “The most striking change in interest rates over the past month is that some central banks that previously cut rates first are now expected to raise rates, rather than continue cutting.”
December 17 Web3 Market Daily: Crypto Concept Stocks Rebound, Industry Talent Flows to AI
Macroeconomic Market Dynamics 1. U.S. Stock Performance Divergence: The S&P 500 fell by 0.24%, the Dow Jones dropped by 0.62%, with both indices declining for three consecutive trading days; tech stocks rebounded, boosting the Nasdaq to a gain of 0.23%. 2. Non-Farm Data Impacting Policy Expectations: The U.S. November non-farm payrolls data exceeded expectations, with traders betting on two rate cuts from the Fed next year, making the FOMC meetings on January 28 and March 18 key points; this Thursday at 10 AM, Trump will deliver a nationwide speech, previewing new policies for next year. 3. Inflation and Federal Reserve Personnel Dynamics: Bessenet expects inflation to decline significantly in the first half of next year, and the candidate for Fed chair will be announced in January.
First, keep an eye on the 19th. The Bank of Japan meeting is the next critical time point. If they really raise interest rates by 25 basis points, BTC might test $80,000 or even lower.
Second, reduce leverage and at least keep 30%. During liquidity exhaustion periods, those who get liquidated often do not misjudge the direction, but cannot withstand the volatility.
Third, do not try to catch the bottom. The real bottom may appear in the 3rd-4th week after the panic, not on the day of the panic.
History does not repeat itself, but it always carries the same rhyme. This time's "Christmas gift" may not be unwrapped until January next year.
Ongoing model performance adjustments: small optimizations focusing on inference speed and overall stability
Multimodal capability improvements: enhancing structural consistency in text-to-image generation
Data pipeline maintenance: updated multi-chain data synchronization tasks to improve data acquisition reliability
Service monitoring upgrade: added more business-level metrics to monitoring, increasing the coverage of anomaly detection
In this larger context, maintaining a consistent and solid project over the past few months is like being caught in a competitive cycle.
追光梭哈就是干Ning
--
[Investment Research Report & Development Progress Ongoing Report] ALLINDOGE—Rising from the chaos of memes to the value transformation of Web3 + AI tools
In the crypto field, most meme coins cannot escape the 'speculation-crash' cycle, but the development of ALLINDOGE is a unique practice of 'long-termism' as its foundation, advancing from community consensus to technological tools. Its trajectory, based on time, clearly demonstrates 'how to give meme coins practical value'. It initially originated from the introduction by the million-follower influencer Kate. 1. Germination: The 'anti-speculation' meme coin on the Solana chain (end of 2024 - February 2025)
ALLINDOGE was born on the Solana chain, jumping out of the traditional meme coin's 'short-sighted logic' from the beginning — with 'All In' as the core concept, clearly rejecting the 'cutting leeks' style of speculation, positioning itself as 'a guide connecting Web2 and Web3'.
The unpredictability of life tells us to always hold onto hope. When faced with a setback, there may sometimes be an opportunity hidden within it, revealing a new path.
🌿 When one reaches the end of the road, it is precisely the moment to find inner peace and reflect on oneself.
Pushed by life, the trivial matters entwine like vines, making it hard to breathe.
Suddenly, I recall the words of Wang Yangming: 'When one is at a dead end, there must be a turning point.'
🌟 In fact, is there really a true dead end? It’s just that the mind is in chaos, treating the obstacle in front as the final destination.
Try to give yourself a moment of tranquility.
When the mind is settled, it's like a ship has found its anchor. No matter how strong the winds and waves, you know where you stand, and you dare to wait for the tide to rise and see the clouds disperse.
🔥 New Airdrop Profit Guide: How to Split 300,000 USDD in Binance Wallet? First come, first served.
📊 Binance Wallet Exclusive Benefits (Yield+) Participate in Binance Web3 Wallet's Yield+ USDD/USDT Strategy now. The threshold is only 100 USDT, and there is no TVL cap!
Your temperament comes from the paths you have walked and the books you have read. A good layout is loose enough for a horse to run, but dense enough to be impenetrable.
🔥Earnings Guide: How to Split 300,000 USDD in Binance Wallet?
📊Exclusive Benefits of Binance Wallet (Yield+) Now participate in the Yield+ USDD/USDT strategy of Binance Web3 Wallet, with a minimum requirement of only 100 USDT, and no TVL cap!
【DeFi Deep Water Zone】Farewell to Ponzi high yields, how does Falcon Finance reconstruct the moat of 'stability' and 'efficiency'?
Against the backdrop of high interest rates from the Federal Reserve, on-chain capital is undergoing a significant migration. When the risk-free rate (RFR) can reach 5%, those DeFi protocols that rely on token inflation to maintain artificially high APY are facing liquidity exhaustion. In my search for 'Real Yield' protocols that can navigate through bull and bear markets, I came across Falcon Finance. Many new users are easily attracted by Falcon's yield, but I pay more attention to the liquidity management logic behind it. It is not just a simple stablecoin or lending protocol; it attempts to address the structural pain points of 'low capital efficiency' and 'liquidity fragmentation' in the current DeFi market.
Not necessarily achieving something counts as living; a life where one simply enjoys watching the sky, taking walks, and eating pizza is also good. I came to this world just to see how flowers bloom, how water flows, how the sun rises, when the sunset falls, to experience interesting things, and to meet unforgettable people.