Survive Community Exclusive Daily Report 2025.10.21

Hot Topics;

The reason why Memes are different from VC coins is that they are all about emotions, expectations, and hopes. Yesterday, after Binance Life pulled up to 400 million USD in contracts, it started to decline~ Including Solara and Base Life. The overall market sentiment is not good, and today it led to another drop.

The sentiment has reached its peak, and if there are no new indicators or stories to tell in the short term, a correction is likely needed. Moreover, the Bitcoin 200-day moving average has indeed broken. This is the fundamental base!

Opportunities;

Recently, I've been operating less, and doing nothing means earning. The situation is very unclear; at this stage, it can be considered the tail end of the meme bull market, and it feels like simply playing memes won't yield results anymore. The aesthetic has also peaked. I want to prepare and look forward to the emergence of other sectors.

Macro;

BlackRock deposited 2,854 BTC and 29,639 ETH into Coinbase Prime in the past 24 hours.

Spot gold has dropped 2.43% today, and spot silver has plummeted 6.00% today.

Thoughts;

Today I read an article by Long Wang, and I gained a lot. The entire cryptocurrency circle's economic cycle and dividends come from the initial profits of Bitcoin holders and the foolish money of external FOMO participants. The reason why dividends feel like they have disappeared and the regular rhythm is disrupted is that the core essence is that foolish money is becoming less and less, while smart money is becoming more and more. No one can change the status quo; the essence is the inevitable result of the economic cycle's law. $BNB