Recently, Bitcoin surged from $65,000, making a second attempt to challenge $80,000. As market trading sentiment moves out of fear territory, there are talks that the bear market cycle has ended. However, from my perspective, we're just seeing corrections from previously oversold prices. It's too soon to conclude that the bear market is over.
You can spot clues from the flow of funds in the market.
Looking at the stock markets, both in Taiwan and the U.S., they keep hitting new highs, indicating that we're in a period of vibrant capital flow. In contrast, the crypto market, particularly Bitcoin, has performed relatively well in recent months, partly due to pulling away from the past oversold zone. Additionally, the continuous positioning by traditional funds and large institutions has provided price support.
90% Drop in a Single Day: The Untold Secret of Altcoins
When the market sees tokens skyrocketing in value multiple times over in just a short period, the greed factor kicks in, pushing people to chase prices out of fear of missing out. However, compared to mainstream coins that are more evenly distributed among holders, altcoins and meme coins are often controlled by project teams, which significantly lowers the cost of pumping their prices.
Adding to that, the impact of funding rates can easily make retail traders who want to short at high prices buckle under pressure, ultimately fueling the price surge. Every time I mention this, someone argues that they can just go long to ride the wave, reaping the rewards of the upswing and also benefiting from the funding rates. Sounds great, right?
After going through the lowest ebb of trading sentiment, the crypto market's trading vibe has gradually warmed from the previous 'extreme fear' level, even touching on greed within the neutral zone.
With Bitcoin currently hovering around $78,300, it attempted to breach the $80,000 mark a few hours ago but fell short. At this stage, Bitcoin remains the market's core, with some short-term hype emerging around altcoins and meme coins, indicating a divergence in market trends.
Following the continuous entry of traditional capital and institutions into Bitcoin, not only is the price seeing better support, but the market is also climbing out of the slump. However, altcoins haven't experienced a full-blown rally; many top market cap coins are still languishing in the low range, with some even hitting new lows in recent years, showing that capital hasn't flowed into these assets even as Bitcoin recovers.
Bitcoin's Attempt to Break $80,000 Fails; Has the Cycle Bottom Appeared?
The crypto and stock markets are moving in sync, with Bitcoin attempting to break the $80,000 mark. The main drivers are the U.S. announcing an extension of the ceasefire agreement with Iran and a bullish sentiment in the overall economic environment. Bitcoin has only dropped about 50% from its peak last October to its recent lows, which is still a far cry from the 70-80% drop we usually see when the market flips from bull to bear. Investors positioning for the bear market are curious if the cycle bottom has already emerged.
The significant price support mainly comes from traditional capital and large institutions entering the game.
In the financial markets, traditional funds are continuously flowing into the market through Bitcoin ETFs, providing better value support. Additionally, regulatory compliance from various governments has made capital more willing to participate, as they are not necessarily looking for sky-high returns but rather a safe environment to ride the market wave and enjoy the overall bullish bounty.
According to the latest news from cryptocurrency media, Strategy currently holds 815061 bitcoins, surpassing BlackRock's 802824, marking the first time it has led since the second quarter of 2024. As the world's largest publicly traded holder of bitcoin, Strategy has officially surpassed BlackRock's bitcoin spot ETF holdings during its continuous buying process. This also means that when the cryptocurrency market enters a bear market, institutions and traditional funds are still continuously accumulating chips, providing strong support for market prices.
The regional situation between the US and Iran is heating up, and the market has declined again.
Recently, the market has been volatile, and some people have simply shifted their attention to the highly volatile meme coins and altcoins. The main reason for this is that the recent market fluctuations have been driven by news, and many traditional technical analyses tend to suffer during such periods. Not long ago, the market believed that the Middle Eastern conflict should come to a close, showing a trend of oscillating upward, reflecting optimism about the prospects for a ceasefire. However, as the situation heats up again, the market may face a downturn at any moment.
The promises made a few days ago have suddenly changed.
Iran had just issued a ceasefire signal a few days ago, and US President Trump claimed on social media that both sides had reached a consensus, which brought momentum for price increases in the financial market. However, as the situation changed over the weekend, it was initially stated that the Strait of Hormuz would be reopened to restore normal oil transportation, but Tehran then reversed its position, stating it would continue to block the strait unless the US agrees to a series of military restrictions on Iranian ports.
Now, the Middle Eastern situation has once again fallen into a fog.
As Water Brother wrote in a previous article, the current market rise does not indicate a return to an optimistic bull market state, but rather reflects the market's expectations that the conflict will come to a close in the future. This is also why when someone sees the market briefly return to the greedy zone in recent days, they want to invest heavily to chase high prices; Water Brother will still advise against it. After all, such short-term rises and falls due to news are most susceptible to emotional trading. It is better to continue participating in the market with a regular investment strategy, which not only reduces the time spent monitoring the market but also effectively avoids irrational investment strategies caused by emotions.
Originally, the US-Iran ceasefire agreement was expected to conclude by the 22nd, but at this moment, military conflicts have erupted again between the US and Iran, causing the cryptocurrency market to immediately return from a greedy trading sentiment to neutrality. If the situation remains unstable and uncertain, the market's oscillating trend may not be favorable. However, this is not necessarily a bad thing during a bear market; after all, the amount of capital that can be accumulated during the bear market is key to how much profit can be made in the bull market. $BTC $RAVE $币安人生
When the hype of altcoins fades, a single-day drop of 95%
Recently, the token $RAVE has been the most traded and discussed, with a price increase of over a hundred times in just ten days. However, after the hype faded quickly in the last 24 hours, the price fell from a high of 28.3 to less than 1.2 dollars at the time of writing, representing a drop of 95%. This is why I often remind newcomers to minimize their positions when dealing with altcoins and meme coins. While they may miss out on a hundredfold return, they also reduce the risk of losing everything. When the hype fades, the price drop will be quite astonishing. For many users who have just entered the cryptocurrency market from traditional financial markets, both the market volatility and the 24-hour nature are quite unfamiliar. This is why we remind everyone to first understand the 'rules of the game' in the market they are participating in before starting to clear their positions, rather than being influenced by the short-term hype of the market, which could lead to losing the hard-earned profits overnight.
Bitcoin has broken through from $65,000 to $78,000.
Recently, the market sentiment for cryptocurrencies has begun to surge, with prices jumping from $65,000 at the end of March to $78,000 in just 20 days. In light of this market trend, one can start by understanding the price dynamics through the overall global economic environment and market, as well as observing both long-time holders and recent newcomers on how to begin operating.
The core driving reasons for the recent Bitcoin surge
1. Geopolitical issues and safe-haven sentiment: The wide-ranging implications of the US-Iran conflict have prompted global capital to reassess the risks of the current financial system. Bitcoin, as a decentralized cryptocurrency, has reaffirmed its status as 'digital gold,' making its safe-haven attributes a significant consideration for many assets seeking protection.
Short-term market rebound successfully breaks free from the panic range.
Recently, the price of Bitcoin has moved out of the short-term range between sixty and seventy thousand, and altcoins have also started to show very slight rotations. However, the upward momentum is quite astonishing, creating increases of 80-250% in a short time. Some people have begun to shout that a bull market is returning, but in reality, the cryptocurrency market is definitely still in a bear market phase, and it will still take a considerable amount of time to successfully break free. In terms of the overall environment, the upward push is related to the price of Bitcoin. From traditional funds to large institutions, they are all starting to deploy Bitcoin. This is why we have been continuously urging everyone to start learning and entering the market when it was around sixty to seventy thousand. After all, large funds have accumulated a lot of low-position chips during this period. The game mode is now completely different from the past, where it was only related to the driving force of retail investors. Naturally, Bitcoin is unlikely to experience the same drastic drops of seventy to eighty percent as it did in the past.
Whether it's the Taiwan stock market, the U.S. stock market, or even the cryptocurrency market, you will find that those who are able to make money in the market are often the ones willing to invest time in learning, conducting research, and continuously practicing and trying. The ultimate reward is directly reflected in your investment return rate, it can't deceive you, nor do you need to deceive yourself. Some people, you can tell at a glance that they have a high probability of success. When we launched the online course, my biggest worry was not that everyone would have thousands of questions during the learning process, but that before they even started, those who were willing to learn would begin to constantly listen to the course content, continuously throw out questions and get answers during the learning process. Each of these processes is like passing levels in a game, accumulating experience points. Although this cannot guarantee that you will definitely make money in the future, every loss you have suffered and every wall you have hit will remind you not to make the same mistake next time.
This 'LiveOps Reward Engine' Stacked, created by the Pixels team, combines an AI gaming economic model with the underlying system, directly converting the budget that gaming studios used to spend on advertising platforms into tangible rewards for participants, and using system algorithms to accurately distribute rewards to high-value players, effectively eliminating a large number of bots and gold farming studios, thus enhancing game retention rate, revenue, and player lifetime value (LTV)
Four Key Highlights.
1. Practical Validation, Eliminate Empty Talk
This system is not a common reward app, or the hollow content written in white papers, but is truly solving the biggest pain point in the GameFi track, which is when there are profitable benefits, a large number of gold farming studios and bots split the profits and earnings of core players, ultimately leading the project into a death spiral.
Stacked is built on years of attempts and validations by the Pixels team, successfully handling over 200 million rewards and assisting in generating over 25 million dollars in revenue.
2. Let AI Become a Game Economist
AI technology is the biggest market differentiation advantage of Stacked, allowing the project team to directly query AI and receive answers, and take action based on relevant data, such as why major gaming players start to churn after the third day, or which mechanisms create long-term retention of game players, all providing the project team with more substantial directions and reference data in the process of promoting improvements.
3. Keeping Earnings for Players
For someone like Water Brother, who is both a deep game player and a participant in the crypto world, the most disliked thing is meaningless 'watching ads / mindlessly completing tasks', which consumes the enthusiasm of game participants. However, the brilliance of Pixel lies in its ability to earn revenue based on players' real interactions, cryptocurrency assets, and even physical gift cards, making the earnings more diverse and rich.
4. Extremely High Technical Moat
We all know that a mature and effective system must undergo years of growth, and Stacked has developed an irreplaceable experience barrier in resisting large-scale malicious attacks (preventing bots / preventing fraud) and other aspects, and through this massive amount of data system gradually upgrading, it is naturally difficult for others to replicate.
Pixels' Major Breakthrough: From Web3 Farm Game to Infrastructure Provider
Everyone who has been following the GameFi track must be familiar with Pixels. Its cute and casual art style farm game has always been a favorite project among many cryptocurrency players. However, since mid-October last year, the cryptocurrency market has gradually declined from its peak, which has also affected the profit-making ability of all GameFi track players. But the most amazing thing about Pixels is that last month (March 2026), it officially reached a milestone of over one million daily active users (DAU).
In the past, the criticisms of GameFi regarding 'mining, withdrawing, and selling' have now found solutions in Pixels.
In recent years, Brother Shui has been educating newcomers in the cryptocurrency space and often encounters users who, due to early registration on Binance, did not pay attention to the fee waiver, resulting in a higher long-term cost compared to others. Now, Binance has launched the 'Rebinding Activity,' where users can rebind fee waivers and obtain a lifetime 20% reduction opportunity as long as they meet the relevant conditions.
1. The invitee has already registered an account on Binance
2. The invitee has not previously accepted any invitations from any inviter
3. The account of the recommended person must be more than 90 days old
4. The invitee's account has not conducted any transactions in the past 90 days, nor participated in any products on the Binance platform
The cryptocurrency market has finally emerged from a period of extreme panic after a slight rebound in Bitcoin. Altcoins have lingered in the low price range for a while and are still in a sluggish price zone. Although there has been a brief rebound in both price and trading volume, I personally believe that we are far from a return to a bull market; it is merely a slight rebound in response to geopolitical factors and rising oil prices.
I believe the bull market has not yet revived, as can be clearly felt from the content produced in the cryptocurrency space.
Here's something interesting: I returned to Binance Square to update content in the past few days, and at the same time, I also asked familiar creators around me if anyone wanted to update content together in the square. To my surprise, many people's cryptocurrency content has significantly decreased, and some have even stopped updating completely.
U.S.-Iran negotiations have yet to yield results, causing a sharp market drop.
The United States and Iran have finally come to the negotiation table, but after a lengthy 21 hours, the U.S. Vice President held a press conference clearly stating that no agreement has been reached yet. The U.S. also plans to withdraw from Pakistan, and international situations will continue to affect financial markets.
The U.S. position is very clear: Iran must not develop nuclear weapons.
Many people watching Trump's policies may wonder why he would actively intervene in geopolitical matters. However, from Iran's series of military actions, it can be seen that once Iran possesses nuclear weapons, it poses the greatest danger to global geopolitics. A disagreement could lead to random bombings, which would severely impact the global economy. Thus, resolving this issue sooner rather than later may actually be a good thing in the long run.
'How did the 'Binance Life' spark the trend of Chinese meme coins?'
A single sentence can bring a market value of five hundred million dollars. Why does the unique culture of meme coins in the crypto world consistently attract market attention? This has always been something traditional financial investors struggle to adapt to. Behind this lies not only the myth of overnight wealth that retail investors hope for but also the explosive power ignited by opinion leaders in the market. Last week, the sister of Binance's co-founder sparked the first Chinese meme storm in the Chinese-speaking community with a reply on social platform X saying, 'Wishing you enjoy the Binance life.' Within just a few days, not only were a large number of Chinese meme coins issued on the Fourmeme platform, but several meme coins also stirred the market, and this craze saw funds gradually return to the secondary market after a catastrophic global crash on 10/11.
Young people lacking capital can still find opportunities - Binance Alpha
Binance, the world's largest cryptocurrency exchange, has promoted Alpha this year, allowing even users with low capital to enjoy new market opportunities. Actively engaged users can also achieve considerable returns after investing actively, which is why Alpha alone can record a single-day trading volume as high as 4 billion USD, far exceeding that of leading centralized exchanges. Several data points are what I consider particularly worth paying attention to. 1. A large number of projects are linked to Binance As of September 4th, CoinMarketcap has recorded a total of 274 relevant projects, among which 177 token projects have TGE / airdrop / Booster activities, accounting for nearly 65%. There are 26 projects entering the spot trading market of Binance, accounting for 14.6%, and 77 listed in the contract market, accounting for 43.5%. The daily trading volume has stabilized at 4 billion USD.
$BNB surged to a historic high of one thousand US dollars - what ignited this wave of enthusiasm?
Good news about interest rate cuts just came out from the United States in the early morning, and by evening, $BNB set a new record of breaking a thousand US dollars. Many of our family members, who had heard from Shui Ge that he bought a lot of BNB and BTC earlier, are likely to have very generous returns in this round. Shui Ge will also discuss why I believe BNB's price can continue to rise. 1. Binance's market-leading advantage Binance, as the largest cryptocurrency exchange in the world, not only has nearly 290 million users, but also boasts the strongest security and the largest trading depth globally. These factors have made Binance a golden goose, possessing remarkable profit potential. BNB has become a 'golden shovel' for users to earn profits from Binance. Whether it is early-stage new coin mining or the recent sporadic BNB HODLing, holders are more willing to hold their tokens longer.
When BNB reached a new high again, many people started talking about their connections with Binance and BNB. Coincidentally, Water Brother also came to talk about how my connection with Binance began. At the end of 2022, I was invited to Binance's year-end party. At that time, I had already been in the crypto space for a while and had begun to like the future and development of this industry. I was very happy to have the opportunity to attend such a gathering. That day, over 60 KOLs attended the event from various fields. Besides introducing itself and our cooperation, Binance also gave us a deeper understanding of Binance. I was also very fortunate to win the championship in the on-site quiz competition and later excel in subsequent competitions, winning the opportunity to attend an overseas study camp in Phu Quoc, Vietnam, which was my first time being treated by Binance to go abroad and the beginning of my broadened horizons.
When the U.S. government promotes stablecoins, does Taiwan have a chance?
After President Trump took office, a series of cryptocurrency-friendly policies were introduced, with the 'Genius Bill' being seen as the focus by the market. As the United States builds a stablecoin (USDT / USDC) within a compliant framework, it continues to be the center of the global market economy. In Taiwan, the Financial Supervisory Commission has also shown an open attitude, and some banks have expressed interest. There are also bank and financial holding company chairpersons who have shared their views. Is Taiwan likely to seize the opportunity in the stablecoin space?
To conclude, I believe it is quite difficult.
The maturity of the US dollar stablecoin is not only based on its payment applications linked to the dollar. The dollar plays an indispensable role in global economic settlements. Moreover, the parent company of the stablecoin invests funds in U.S. Treasury bonds, creating cash flow and revenue, which gives stablecoins high convenience and application scenarios in both financial markets and commerce.