Any IP is a high-risk asset. Currently, BTC is in line with the trend of the times. Compared with ancient gold, BTC is more favored by the younger generation. Winning young people means winning the future. When the millennial generation gradually takes the center stage of the times, BTC will also usher in its moment of glory.
The community's purpose is to guide investment strategies based on bottom-building principles, using bull-bear transitions as a reference, to focus on finding a few continuously growing varieties in the cryptocurrency market and A-shares, creating a long-term grid quantitative trading system: 1. In the upward phase, start building positions at the bear market bottom, doing spot grid trading long | up 5 down 0.5; 2. In the downward phase, start hedging at the bull market expected top, doing grid futures long | up 1.5 down 0.3, short hedging with 0.1 options or futures or margin. Bottom building and top hedging long-term grid quantitative trading varieties: btc40000u, eth, uni, aave, bnb, trx; bch, zec, link, ltc, okb; gold paxg, silver slvx; Tesla tslax, Apple aaplx, Nvidia nvdax, Facebook | metax, Amazon | amznx, asml | asmlx, Nasdaq qqqx, S&P spyx; actively growing varieties in A-shares. Investment three elements: bottom, growth, volatility; after looking around, it is still the long-term grid trading of growing varieties that is king: in the future, the main focus will be on long-term grid quantitative trading with big cakes, small cakes, other deflationary growth tokens, gold and silver tokens, U.S. stock tokens, and growing varieties in A-shares, with no other plays. Human nature has weaknesses, and it is difficult to withstand the torment of bull-bear transitions based on one's heart. Only by finding continuously rising varieties and building a long-term grid quantitative trading system that can withstand both bulls and bears can one truly hold on for the long term; simply put, it is to select a few varieties with deflationary growth characteristics, build positions in the bottom area of the scale, persist in grid trading long, and moderately short hedge with futures and options near the expected top | it is necessary to calculate the balance relationship well, which can then allow for simple mechanical operations to withstand bull-bear transitions, creating a money-making perpetual motion trading system. Fu Sheng has boundless power.
I met a 25-year-old graduate from Zhejiang University from the south some time ago. She is currently working in marketing operations at a large Web2 company and wants to transition to Web3. She expressed confidence in her various advantages, learning ability, and work skills. However, she did not demonstrate what she is currently doing. I then suggested that she could write a market research report for Web3 L1, but it took nearly a week for her to submit it. After we reviewed it, we did not see any of the content we were looking for, and it had a very strong AI flavor. Later, we gave her another opportunity to research a market report on Web3 privacy, but it ended up going nowhere.
Elon Musk on the future of cryptocurrency: Bitcoin is a store of value, not a currency for transactions
When discussing the long-term development of cryptocurrencies, Musk bluntly stated that there are actually very few people who truly understand the essence of "currency." He pointed out that Bitcoin, as an example, has significant pioneering significance in the crypto system, but its trading volume is limited and the cost per transaction is relatively high. From both design and practical usage perspectives, it is not suitable as a currency for high-frequency trading.
Musk believes that, at its most basic level, Bitcoin is closer to a tool for storing value or an asset allocation choice, rather than a form of currency used for everyday payments.
In contrast, he mentioned that although Dogecoin was originally created as a joke, it is actually more practical in terms of trading efficiency and payment usage scenarios. $BTC $DOGE
In the past 30 years, China's economy relied on the "three drivers" of net exports + investment: - The cattle and horses (workers) work tirelessly 996 to produce cheap goods - The foreign gentlemen (middle-class in Europe and America) go into debt for frenzied consumption - The landlords (capital + powerful elite) take away the vast majority of profits - The cattle and horses scrape by on the leftovers to maintain basic living standards, and everyone feels "happy all around".
Now the foreign gentlemen have reduced their leverage, consumption capacity has significantly decreased, and exports can't be boosted. The authorities are shouting to "expand domestic demand," asking the cattle and horses to buy the things they produce themselves. But the problem is: the cattle and horses' wages have hardly increased in 30 years, while housing prices have risen 10-20 times, and education, healthcare, and pensions are all out-of-pocket; where is the money for consumption? Asking those without money to "expand domestic demand" essentially means letting the cattle and horses overdraw their future (borrow money to consume), or simply not consuming and facing dire consequences.
Thus, a real solution has emerged: Since Europe and America no longer want so many cattle and horses, let’s export them to poorer places— "Belt and Road Initiative," globalization 3.0, transferring production capacity to Southeast Asia, Africa, and Latin America. Let China's cattle and horses become the "foreign gentlemen" of these countries, continuing to work for the landlords (Chinese capital) to earn money. As for the remaining cattle and horses in the domestic market? Continue to be exploited or simply eliminated (lying flat, moving abroad, flexible employment).
You put it very bluntly: This is not some "new quality productive force" or "common prosperity," This is nothing more than: when the tools are used up, replace them with cheaper tools and continue to extract value.
The next 10 years will likely unfold as you said: 1. Domestic consumption is unlikely to truly pick up (because the distribution structure does not change, the cattle and horses will never have money) 2. Exporting to stimulate domestic demand is a false proposition; the real direction is "exporting to stimulate external demand"—to export excess production capacity and excess cattle and horses to lower-tier countries 3. Do the cattle and horses want to "be human" (to have decent wages, welfare, and social mobility)? Impossible; your role is merely that of a tool, and tools have no bargaining rights. As it stands, this is indeed the optimal solution—for the landlords. For the cattle and horses, it means "either continue to be cattle and horses, or be abandoned." They are just tasked with packaging this harsh reality into sophisticated-sounding terms like "dual circulation," "new quality productive forces," and "high-quality full employment."
In a world filled with trillion-scale tokens and an endless inflationary 'ecosystem', only four cryptocurrencies dare to emulate Bitcoin's brutal economic model: exactly 21 million coins Rewards are halved forever > No pre-mining, no ICO, no excuses.
Breaking! Is USDT exchange illegal? In fact, everyone's daily capital inflow and outflow activities are consistent with the case below. In October, the Beijing procuratorate published a typical financial prosecution case, where an illegal foreign exchange operation using USDT as a medium shocked the industry: the involved funds reached 11.82 billion yuan, and 5 defendants were sentenced to 2 to 4 years for illegal business operations. The key value of this case is not just about the "huge amount"; it clearly defines the criminal boundary of "cross-border exchange of virtual currency" for the first time: the core of the judicial authority's judgment is never about whether "virtual currency is considered currency", but rather whether the behavior circumvents foreign exchange regulations to achieve illegal conversion between renminbi and foreign currencies. For a long time, such behaviors have frequently operated in OTC circles and among cross-border capital demand groups under the disguise of "technical intermediaries" and "hidden transactions". The actions of Lin and others are by no means a simple "buying and selling of USDT". From the perspective of capital flow, its essence is a complete financial attribute of a "substitutive cross-border payment system", specifically structured into four steps: 1. Starting point: Renminbi funds from the domestic demand side (transferred through personal bank accounts); 2. Conversion stage: Directly purchase USDT with renminbi on domestic virtual currency platforms (completing the "fiat currency to virtual currency" conversion); 3. Cross-border stage: Transfer USDT to overseas virtual currency platforms using cross-chain technology; 4. Endpoint: Exchange USDT for equivalent foreign currency on the overseas platform and transfer it to an overseas bank account. This entire path completely circumvents the statutory foreign exchange regulatory system, avoiding the restrictions of "personal annual foreign exchange purchase limit of 50,000 USD", and has not gone through banks. From a regulatory logic perspective, the technical form of virtual currency is irrelevant. As long as it is used for "currency exchange" or "cross-border capital transfer", the nature of the behavior reverts to the realm of "traditional financial activities" and must comply with statutory regulatory rules. Virtual currency itself is not a risk; the transaction structure is the risk. As long as the structure touches the bottom line of "unauthorized cross-border exchange", regardless of whether the participants subjectively believe they are engaging in "virtual currency trading", the criminal risk will not be mitigated.
$LUNC | +115% 👉Judgment in the U.S. Department of Justice's Case Against Duquan
$KEEP | +99% 👉Volatility Continues
$IXS | +62% 👉Verified RWA TVL is $88 million
This week, Bitcoin and altcoins performed strongly, with market sell-off pressure significantly easing and volatility tending to calm down.
Several projects launched major upgrades and ecosystem updates, re-attracting trading volume and traders' attention.
Market momentum is shifting, and investors are once again showing interest in areas outside of the largest market cap stocks.
However, a real shift may still be ahead. The market has already begun to digest rate cut expectations, with the current probability of a rate cut exceeding 85%.
Once this situation becomes a reality, liquidity expansion could trigger the next phase of the bull market. And this time, it is likely to be driven by altcoins.
Main points: 1. Since October 29, the tightening of liquidity has been the main reason for the collective decline of global risk assets. With the Federal Reserve pausing the balance sheet reduction on December 2 and the technical expansion about to begin, risk assets have recently rebounded.
2. Recently, the rebound in cryptocurrencies has been weaker than that of traditional risk assets such as U.S. stocks, mainly due to tighter regulations and market deleveraging that have weakened their liquidity and responsiveness to positive news. However, the irrational "overshooting" has not only increased risk but also opened up a precious window for identifying and allocating truly valuable assets.
3. The difference in implied volatility between MSTR one-year put options and call options has significantly narrowed from 13.9 on November 21 to 0.9 on December 5, indicating that traders are no longer betting on MSTR continuing to decline. At the same time, the "super whales" holding more than 10,000 units have shown a continuous net increase in holdings over the past two weeks, with the intensity of accumulation gradually increasing.
4. The current market is gradually entering a bottoming phase, and Bitcoin may fluctuate around the $80,000 range in the short term, but this area is expected to become an important long-term bottom; from a valuation perspective, many fundamentally sound quality tokens have already shown long-term allocation value.
During the market downturn, a "whale" invested 35.7 million dollars in 8 assets, including:
3,175 $ETH (10.13 million dollars) 557,937 $LINK (7.99 million dollars) 20.14 million $ENA (5.82 million dollars) 25,396 $AAVE (4.90 million dollars) 6.53 million $ONDO (3.27 million dollars) 340,849 $UNI (2.05 million dollars) 22.59 million $SKY (1.09 million dollars) 384,075 $LDO (244,000 dollars)
These assets have now been transferred to the on-chain wallet 0xBC64.
The last 24 hours have been volatile, but key price levels remain strong.
Bitcoin price is still above $90,000. Ethereum price is holding at the $3,000 level.
The market is expected to experience significant fluctuations around the Fed's interest rate decision, while before that, market momentum will dominate price movements.
$PAAL: PaaLLM 1.0 is now available for all Paal Pro users. $MANA: The Decentraland music festival will officially launch in December 2025. $SOL: Revolut has added Solana payment, transfer, and staking features for its over 65 million users. $RUNE: THORChain releases protocol upgrade v3.14.0.
Not just Ethereum! The entire ecosystem is about to benefit from the FUSAKA upgrade. Top altcoins in the Ethereum ecosystem: $ETH $LINK $UNI $AAVE $ENA $ONDO $VIRTUAL $TEL $LDO