LaoYao_crypto
币圈心学践行者｜知行合一，摆脱FOMO与焦虑，在周期中稳健生存与增值
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2.2 Years
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About a fortnight ago, I laid out how the Chinese DEX is losing its 'financial sovereignty'; today, the HYPE ETF application and the mockery of Sun Yuchen are just the reality check for that prediction. It's not just about bullish or bearish moves; it's about spotting the traces of power transitions. Understanding is about seeing who sets the rules and who's just grinding for a living. By 2026, if you still can’t grasp the concept of 'intergenerational crushing', it won't just mean no soup for you; it’ll be like having the whole pot taken away.
April 25: Global market divergence, institutions accelerate positioning in the DEX track
#每日币圈热点综述 In the last 24 hours, global financial markets have shown stark divergence: tech stocks have surged, propelling the Nasdaq and Nikkei to new highs; the crypto market and precious metals are experiencing high-level fluctuations. Notably, the official application for the HYPE ETF marks the transition of vertically integrated DEXs from 'on-chain backyards' into mainstream financial visibility.
🧱 Geopolitical chessboard: Trump's 'maximum pressure game' art
Trump's recent statements and deployments perfectly illustrate the art of the high-stakes hunter's game:
♻️ The siege must have gaps:
Iran's foreign minister arrives in Pakistan, while the US envoy is en route. After extreme pressure with 'global blockades and seizing all Iran-related vessels,' Trump proactively sends signals that 'Iran will compromise,' leaving a negotiating exit for them.
🧱 Geopolitical chessboard: Trump's 'maximum pressure game' art
Trump's recent statements and deployments perfectly illustrate the art of the high-stakes hunter's game:
♻️ The siege must have gaps:
Iran's foreign minister arrives in Pakistan, while the US envoy is en route. After extreme pressure with 'global blockades and seizing all Iran-related vessels,' Trump proactively sends signals that 'Iran will compromise,' leaving a negotiating exit for them.
🚨Breaking News:
Zach Witkoff's latest post states:
Sun Yuchen (@justinsuntron ) recently filed a lawsuit against World Liberty, which is nothing but a desperate attempt to shift the spotlight and cover up his own misconduct. His accusations are completely unfounded, and World Liberty looks forward to a swift dismissal of this case.
His improper actions have forced World Liberty to take measures to protect itself and its users. World Liberty will continue to take all necessary steps to safeguard its community.
Trump's eldest son subsequently retweeted Zach Witkoff's post and commented:
The only thing more absurd than this lawsuit is spending $6 million on a banana taped to a wall. We are incredibly proud of the World Liberty team...
Additional Info:
Zach Witkoff (32) is the son of Trump’s Middle East envoy Witkoff and is the co-founder and CEO of World Liberty Financial (WLF / WLFI).
The company has deep ties to the Trump family (with the Trump family holding about 60%).
It primarily promotes the stablecoin $USD1, which has developed into one of the largest crypto projects globally.
Zach Witkoff's latest post states:
Sun Yuchen (@justinsuntron ) recently filed a lawsuit against World Liberty, which is nothing but a desperate attempt to shift the spotlight and cover up his own misconduct. His accusations are completely unfounded, and World Liberty looks forward to a swift dismissal of this case.
His improper actions have forced World Liberty to take measures to protect itself and its users. World Liberty will continue to take all necessary steps to safeguard its community.
Trump's eldest son subsequently retweeted Zach Witkoff's post and commented:
The only thing more absurd than this lawsuit is spending $6 million on a banana taped to a wall. We are incredibly proud of the World Liberty team...
Additional Info:
Zach Witkoff (32) is the son of Trump’s Middle East envoy Witkoff and is the co-founder and CEO of World Liberty Financial (WLF / WLFI).
The company has deep ties to the Trump family (with the Trump family holding about 60%).
It primarily promotes the stablecoin $USD1, which has developed into one of the largest crypto projects globally.
April 24: Crypto differentiation intensifies, Sun Yuchen declares war on WLFI, analyzing calmness and resilience under extreme pressure.
#每日币圈热点综述 In the past 24 hours, the crypto market has shown a trend of "volatile correction and risk aversion differentiation." The global capital markets are filled with a risk-averse atmosphere, favoring defensive assets. Meanwhile, Sun Yuchen (@justinsuntron ) has gone head-to-head with Trump family project $WLFI, completely ripping off the decentralized mask of power in the crypto space.
🧩 Focus: Sun Yuchen "declares war" on WLFI — a battlefield of power and capital.
Event Shockwave: Sun Yuchen accuses WLFI of secretly embedding "blacklist" code and maliciously locking up 4 billion WLFI tokens after his refusal to increase investment by USD 1. This is not just a personal feud but a dimensional strike against the native power of crypto by politically connected projects.
🧩 Focus: Sun Yuchen "declares war" on WLFI — a battlefield of power and capital.
Event Shockwave: Sun Yuchen accuses WLFI of secretly embedding "blacklist" code and maliciously locking up 4 billion WLFI tokens after his refusal to increase investment by USD 1. This is not just a personal feud but a dimensional strike against the native power of crypto by politically connected projects.
Yang Haipo is using the 'old world' casino model to measure a new settlement layer that's 'devouring the old world.'
His predicted 'endgame' is actually just the 'end of the speculative era,' not the 'end of crypto assets.'
Right now, Wall Street is fully embracing and incorporating the crypto world. In the process of merging traditional finance with the crypto market,
Wall Street (BlackRock, Morgan Stanley, Goldman Sachs, etc.) is continuously injecting traditional capital into BTC through ETFs and structured products.
This is effectively building the 'Bretton Woods system' for the crypto world,
and Bitcoin is the core foundation of this system.
His predicted 'endgame' is actually just the 'end of the speculative era,' not the 'end of crypto assets.'
Right now, Wall Street is fully embracing and incorporating the crypto world. In the process of merging traditional finance with the crypto market,
Wall Street (BlackRock, Morgan Stanley, Goldman Sachs, etc.) is continuously injecting traditional capital into BTC through ETFs and structured products.
This is effectively building the 'Bretton Woods system' for the crypto world,
and Bitcoin is the core foundation of this system.
Assemble AI
·
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Haipo Yang, founder of CoinEX and ViaBTC, argued that Bitcoin and cryptocurrency have reached the endgame. Yang said the crypto industry is a negative-sum system and put historical cumulative net investment at the trillion-dollar mark.
🧘 The besieged city must have its gaps, and do not chase the desperate
Iran firmly rejects negotiations, and Trump chooses to extend the ceasefire period. This TACO, on the surface, is viewed by outsiders as the hardliners in Iran regaining the initiative—yet there is another layer of logic, do not overlook this sentence in Trump's original text:
"Based on the fact that the Government of Iran is seriously fractured"
（Based on the fact that the Government of Iran is seriously fractured）
This is not diplomatic rhetoric, but an open expression of strategic judgment.
Under the premise that the economic foundation of the Iranian regime is already shaken, maintaining a hardline stance is essentially the result of internal hardliners suppressing moderates.
Militarily destroying Iran's oil wells and storage facilities is easy, but rebuilding them is hugely costly and time-consuming.
Blockades are punishments, and cutting supplies leads to depletion.
The real strategic approach has never been a frontal assault—
The besieged city must have its gaps, and do not chase the desperate.
Let the blockade continue to ferment, let economic pressure create fissures within Iran, and let the contradictions between hardliners and pragmatists naturally escalate—this is a way to exchange time for space without fighting. This requires patience, but the capital market does not need to wait until the outcome is revealed to make judgments.
From the perspective of capital flows, the outlook remains optimistic.
Iran firmly rejects negotiations, and Trump chooses to extend the ceasefire period. This TACO, on the surface, is viewed by outsiders as the hardliners in Iran regaining the initiative—yet there is another layer of logic, do not overlook this sentence in Trump's original text:
"Based on the fact that the Government of Iran is seriously fractured"
（Based on the fact that the Government of Iran is seriously fractured）
This is not diplomatic rhetoric, but an open expression of strategic judgment.
Under the premise that the economic foundation of the Iranian regime is already shaken, maintaining a hardline stance is essentially the result of internal hardliners suppressing moderates.
Militarily destroying Iran's oil wells and storage facilities is easy, but rebuilding them is hugely costly and time-consuming.
Blockades are punishments, and cutting supplies leads to depletion.
The real strategic approach has never been a frontal assault—
The besieged city must have its gaps, and do not chase the desperate.
Let the blockade continue to ferment, let economic pressure create fissures within Iran, and let the contradictions between hardliners and pragmatists naturally escalate—this is a way to exchange time for space without fighting. This requires patience, but the capital market does not need to wait until the outcome is revealed to make judgments.
From the perspective of capital flows, the outlook remains optimistic.
April 22: The global capital market has already laid out plans: internal strife among robbers is the ultimate conclusion
#每日币圈热点综述 In the past 24 hours, the overall sentiment in the cryptocurrency market has shown a retreat in risk appetite, with global capital markets experiencing turbulence. Looking at capital flows, the outlook remains optimistic.
With #币圈心学 as the blade, we cut through the restless news and directly confront the underlying logic of geopolitical chess and capital games.
🧱 Geopolitical Chess: Psychological Limit Warfare on the Edge of Ceasefire
On the surface, it appears to be a delay in the ceasefire, but in reality, it is a precise positioning in a war of attrition.
· Trump announced the extension of the ceasefire agreement, with the condition of waiting for Iran to propose a peace proposal, while also announcing the maintenance of the maritime blockade against Iran, which will not be lifted due to the ceasefire.
With #币圈心学 as the blade, we cut through the restless news and directly confront the underlying logic of geopolitical chess and capital games.
🧱 Geopolitical Chess: Psychological Limit Warfare on the Edge of Ceasefire
On the surface, it appears to be a delay in the ceasefire, but in reality, it is a precise positioning in a war of attrition.
· Trump announced the extension of the ceasefire agreement, with the condition of waiting for Iran to propose a peace proposal, while also announcing the maintenance of the maritime blockade against Iran, which will not be lifted due to the ceasefire.
Fu Peng has joined Bitfire Group (formerly Huobi) as the Chief Economist!
Fu Peng, former Chief Economist of Northeast Securities, has officially joined the Hong Kong-listed company Bitfire Group as the Chief Economist.
Bitfire Group, formerly known as Huobi Tech, was renamed after separating from the Huobi brand.
Although there were previous adjustments to the licensing application strategy in some regions, its core logic now relies on Hong Kong's regulatory framework (VASP system) to provide regulated digital asset financial services.
Starting from March 31, 2026, the company's shares on the Hong Kong Stock Exchange will officially change from “Sinohope Tech Holdings” to “Bitfire Group,” with the stock code still being http://1611.HK.
Strategic positioning: This renaming marks its transition from a regional fintech company to a global, comprehensive digital finance group.
The current actions of Bitfire Group are very clear—“de-Huobi” and “institutional compliance.” After rebranding to Bitfire, the brand image is increasingly oriented towards a native Web3 investment and technology service provider. For those focusing on Web3 entrepreneurship and macro trends, the business evolution of Bitfire under the Hong Kong compliance framework holds significant indicative value.
#FuPeng #Huobi
Fu Peng, former Chief Economist of Northeast Securities, has officially joined the Hong Kong-listed company Bitfire Group as the Chief Economist.
Bitfire Group, formerly known as Huobi Tech, was renamed after separating from the Huobi brand.
Although there were previous adjustments to the licensing application strategy in some regions, its core logic now relies on Hong Kong's regulatory framework (VASP system) to provide regulated digital asset financial services.
Starting from March 31, 2026, the company's shares on the Hong Kong Stock Exchange will officially change from “Sinohope Tech Holdings” to “Bitfire Group,” with the stock code still being http://1611.HK.
Strategic positioning: This renaming marks its transition from a regional fintech company to a global, comprehensive digital finance group.
The current actions of Bitfire Group are very clear—“de-Huobi” and “institutional compliance.” After rebranding to Bitfire, the brand image is increasingly oriented towards a native Web3 investment and technology service provider. For those focusing on Web3 entrepreneurship and macro trends, the business evolution of Bitfire under the Hong Kong compliance framework holds significant indicative value.
#FuPeng #Huobi
➡️Hyperliquid continues to rise, with its share in the perpetual contract market increasing to about 6.9%. On-chain derivatives are devouring the hedging premiums of traditional commodities; this is not just trading, but a transfer of financial sovereignty.
$HYPER PE (Hyperliquid) has performed remarkably, with the coin price doubling this year!
$HYPER PE (Hyperliquid) has performed remarkably, with the coin price doubling this year!
April 17: The Truth Behind the S&P Breaking 7000 Points—Amid Geopolitical Tensions, the Global Energy Landscape is Undergoing 'Physical Restructuring'
#每日币圈热点综述 In the past 24 hours, the cryptocurrency market has shown a moderate and slightly bullish trend, with overall sentiment being cautiously optimistic and a clear institutional dominance.
Using #币圈心学 as a blade, cutting through the noise of information to directly hit the underlying logic of geopolitical and capital games.
1. Geopolitical Chessboard:
➡️The U.S. House of Representatives narrowly voted down a resolution to limit war powers regarding Iran.
➡️Trump has taken a tough stance on Iran and is optimistic about the prospects of a U.S.-Iran agreement, stating that the war is 'coming to an end.'
➡️The U.S. and Iran seek a new round of ceasefire negotiations, while the blockade of the Strait of Hormuz continues;
Using #币圈心学 as a blade, cutting through the noise of information to directly hit the underlying logic of geopolitical and capital games.
1. Geopolitical Chessboard:
➡️The U.S. House of Representatives narrowly voted down a resolution to limit war powers regarding Iran.
➡️Trump has taken a tough stance on Iran and is optimistic about the prospects of a U.S.-Iran agreement, stating that the war is 'coming to an end.'
➡️The U.S. and Iran seek a new round of ceasefire negotiations, while the blockade of the Strait of Hormuz continues;
The ecological evolution trend of platform X
Platform X itself is also utilizing AI for functional reconstruction:
• Creator Tools: Added X Video Analytics, Livestream Dock, and Post Enhancer.
• Information Filtering: Grok Deeper Search and Grok In-depth News aim to address the issue of fragmented information on the platform, using AI to summarize hot topics.
• Finance and Encyclopedia: Grok Finance and Grokipedia, launched in September, demonstrate Musk's ambition to create an "Everything App," attempting to integrate real-time financial data and knowledge bases.
Platform X itself is also utilizing AI for functional reconstruction:
• Creator Tools: Added X Video Analytics, Livestream Dock, and Post Enhancer.
• Information Filtering: Grok Deeper Search and Grok In-depth News aim to address the issue of fragmented information on the platform, using AI to summarize hot topics.
• Finance and Encyclopedia: Grok Finance and Grokipedia, launched in September, demonstrate Musk's ambition to create an "Everything App," attempting to integrate real-time financial data and knowledge bases.
The Way for Self-Media to Break Through Under the Jungle Law
——Also discussing the cryptocurrency market review and the algorithmic changes on platform X
1. Market Review: A Day of Cryptocurrency Explosion
Today#心学SPACE shares that the cryptocurrency market is overall strong, with Bitcoin once breaking 75K. This trend highly aligns with my morning #每日币圈热点综述 (the market reflection of unity of knowledge and action) logic: Geopolitical risks are marginally reduced due to Trump's 'reverse blockade' chips, and the capital market is pricing in expectations of peace.
Regarding the future market, my two cold thoughts:
➡️ Transfer of Pricing Power: Whether Bitcoin can stabilize at 80K, I hold a reserved attitude. The pricing power has shifted from the Chinese-speaking world to Wall Street, and before the transfer of control is completed, a large-scale bull market reversal still requires time for verification.
1. Market Review: A Day of Cryptocurrency Explosion
Today#心学SPACE shares that the cryptocurrency market is overall strong, with Bitcoin once breaking 75K. This trend highly aligns with my morning #每日币圈热点综述 (the market reflection of unity of knowledge and action) logic: Geopolitical risks are marginally reduced due to Trump's 'reverse blockade' chips, and the capital market is pricing in expectations of peace.
Regarding the future market, my two cold thoughts:
➡️ Transfer of Pricing Power: Whether Bitcoin can stabilize at 80K, I hold a reserved attitude. The pricing power has shifted from the Chinese-speaking world to Wall Street, and before the transfer of control is completed, a large-scale bull market reversal still requires time for verification.
Last night at #XinXueSPACE, regarding the future of the cryptocurrency market, I have two cold thoughts:
➡️ Transfer of pricing power: Can Bitcoin hold steady at 80K? I remain reserved on this. The pricing power has shifted from the Chinese-speaking world to Wall Street, and before the transfer of control is completed, a major bull market reversal still needs time to be tested.
➡️ Downward pressure on BNB: After falling from $1600 to $610, I believe the probability of further decline in the second half of the year is much greater than the probability of reaching a new high.
#BNB #BTC
How do friends view the development of BNB and BTC?
➡️ Transfer of pricing power: Can Bitcoin hold steady at 80K? I remain reserved on this. The pricing power has shifted from the Chinese-speaking world to Wall Street, and before the transfer of control is completed, a major bull market reversal still needs time to be tested.
➡️ Downward pressure on BNB: After falling from $1600 to $610, I believe the probability of further decline in the second half of the year is much greater than the probability of reaching a new high.
#BNB #BTC
How do friends view the development of BNB and BTC?
The Way for Self-Media to Break Through Under the Jungle Law
——Also discussing the cryptocurrency market review and the algorithmic changes on platform X
1. Market Review: A Day of Cryptocurrency Explosion
Today#心学SPACE shares that the cryptocurrency market is overall strong, with Bitcoin once breaking 75K. This trend highly aligns with my morning #每日币圈热点综述 (the market reflection of unity of knowledge and action) logic: Geopolitical risks are marginally reduced due to Trump's 'reverse blockade' chips, and the capital market is pricing in expectations of peace.
Regarding the future market, my two cold thoughts:
➡️ Transfer of Pricing Power: Whether Bitcoin can stabilize at 80K, I hold a reserved attitude. The pricing power has shifted from the Chinese-speaking world to Wall Street, and before the transfer of control is completed, a large-scale bull market reversal still requires time for verification.
1. Market Review: A Day of Cryptocurrency Explosion
Today#心学SPACE shares that the cryptocurrency market is overall strong, with Bitcoin once breaking 75K. This trend highly aligns with my morning #每日币圈热点综述 (the market reflection of unity of knowledge and action) logic: Geopolitical risks are marginally reduced due to Trump's 'reverse blockade' chips, and the capital market is pricing in expectations of peace.
Regarding the future market, my two cold thoughts:
➡️ Transfer of Pricing Power: Whether Bitcoin can stabilize at 80K, I hold a reserved attitude. The pricing power has shifted from the Chinese-speaking world to Wall Street, and before the transfer of control is completed, a large-scale bull market reversal still requires time for verification.
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