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The Don is coming back to China, but this time it's not just a solo trip; he's brought along a 'merch squad'—Apple's Cook, Tesla's Musk, Boeing's new CEO Albrecht, all packed up and ready to roll. #特朗普5月13日至15日访华
But wait, where's Huang? A few days ago, he shyly said, 'If invited, it would be my honor'... and what do we get? An 'You're not in the group chat.' 😂
It feels like: Everyone's off on a spring outing, and you’re stuck in the classroom wiping the blackboard. Old Huang: My GPUs sell so well, why me?
🎭 Will the stock market and crypto scene be affected?
📈· Tesla (Musk): Old Ma coming to China is like returning to his happy hometown. FSD entering China? Big energy deals? As long as he doesn't tweet 'Dogecoin is a scam,' Tesla's stock price should hold steady. If he snaps a pic with the leadership, that's an instant +5% faith boost.
· Apple (Cook): Cook is here for his life—if the Chinese supply chain goes down, he'll have to sell a kidney for an iPhone. This time he’ll probably be all smiles: 'We will never leave China, unless you make me go…'
· Boeing (Albrecht): Boeing's coming with IOUs, saying, 'Hey, brothers in China, how about buying a few planes? They’re practically a steal.' If they sign the deal, stock price will soar; if not, it’s just a business trip.
· Nvidia (Old Huang): Not showing up means chip restrictions will continue. Old Huang may say he respects the arrangement, but inside he might be crying: 'My AI computing power is so strong, yet you treat me like a security risk…' Stock price might take a hit in the short term, but long-term, GPUs will always be king (miners know what I mean).
🚀 Crypto section
1. If the US and China meet without a fight, global funds will get bolder. Bitcoin looks bullish in the short term, but don’t get too hyped; the Don flips faster than a page in a book.
2. Musk’s here; is it Dogecoin's springtime?
Every time Old Ma comes to China, it’s like he’s carrying a mysterious USB stick—packed with scripts to pump Dogecoin, laying the groundwork for the Musk concept!
The formula of 'Elon + Ether Chain + Dog' I call the end of science is metaphysics, and the end of metaphysics is the golden dog. Missed out on Space Dog #ASTEROID that pumped 10,000x in three days? No worries, this little pup is touted as 'perfectly embodying all the traits'.
What tricks haven’t we seen in the crypto space? When they pump, it’s called consensus; when they dump, it’s called market sentiment; when it goes to zero, it’s called community building. But this little pup is interesting—it’s survived for two years. Do you know what it means for a meme coin to last two years in the crypto world? It means the whales are more patient than you, and the community can hold stronger than you think. This kind of dog might not pump the fastest, but it definitely won't die the quickest.
will win 张
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Bullish
🚨The 4th wave of the rising market is starting! 🔥The previous 3 waves had increases of tens to 100 times! Elon Musk concept Asteroid space dog has increased tenfold in three days, igniting the primary meme market on the Ethereum chain, especially the Elon Musk concept➕🐶, which is genuinely very rare, and the little dog perfectly possesses all the characteristics, even with V God dumping, a strong community continues to build. Missing out on the space dog, and then missing out on the Elon Musk concept little dog 🐕 would be a big mistake, after all, we have been actively on Binance for two years. If you have been here all along, you cannot have missed it! #加密市场反弹 , #美伊冲突接下来会如何发展? , #RAVE剧烈波动 , #山寨币复苏? $ETH {future}(ETHUSDT) , $DOGE {future}(DOGEUSDT) $币安人生 {future}(币安人生USDT)
Waiting for Brother Sun all afternoon while being stood up, when the live connection came out, he still said: What kind of event is this, you haven't sent me the script 😂 Alright, the script has arrived, we can start now! My little sister Xuanrun didn't wait in vain, and she even won an HTX speaker.
The FOMO of Crypto Summer has just begun (continuing from the previous article)
Looking at the BSC chain, this wave is the real carnival.
On April 13th, the Chinese Meme sector on the BSC chain exploded, with the leading token $币安人生 experiencing a week-on-week increase of up to 360%, and a daily increase of over 45%. Following this, tokens such as Lobster and Hakimi also recorded increases of over 20%. As of today, the DEX trading volume on the BSC chain has exceeded $1 billion for two consecutive days, a nearly 97% increase from the monthly low. What does this mean? Money is flooding into the BSC ecosystem.
CZ's operations indeed pack a punch. After he posted “Winter is over, Summer has arrived,” a Meme coin named Crypto Summer even appeared on the BSC chain, entering the top five in the rankings in less than 24 hours. This level of celebrity effect has directly boosted the sentiment in the Chinese Meme sector. Moreover, CZ clearly stated in a recent AMA: the infrastructure on the BNB Chain is ready, how to play with Meme coins and which ones to choose is up to the users. Translated into plain language: “You can trade as you like, I’ll set up the stage for you.” #CZ币安广场直播
The Binance life has already proven the wealth-generating effect of the BSC chain. The market cap has increased from tens of millions to $350 million, with transaction volume surging to $27 million. Such a level of increase will inevitably attract more funds to the BSC chain. Next, Meme coins on the Binance chain may also take over. Moreover, the advantages of the BSC chain are: low gas fees, fast speed, and the halo effect of CZ and Binance. As long as the narrative of “Crypto Summer” continues, the Meme market on the BSC chain will not stop.
The surges of ORDI and ENJ, along with the rotation of Ethereum and BSC Meme, all follow the same logic: money is flowing, and the trend is shifting.
The indicators of the altcoin season have begun to show gradual but firm changes, with smart capital repositioning, while the vast majority of retail investors are still staring blankly at Bitcoin's price movements.
Ethereum or BSC Meme, which one do you favor more?
$ORDI $ENJ What is the background of the simultaneous explosion of these two coins? It was CZ who tweeted that classic message on April 11: "Winter is over, summer has arrived." This phrase "crypto summer" directly ignited the sentiment of the entire altcoin market, and the Chinese Meme sector started celebrating within minutes. Funds are flowing down the risk curve—from Bitcoin to Ethereum, then to altcoins, and finally to Meme coins; this is the typical rotation rhythm.
ETH has rebounded from around $2200, and the Meme coin sector of the Ethereum ecosystem has also risen by over 5%. But have you noticed? The rise of Ethereum Meme has lagged far behind that of the BSC chain. The reason is simple—funds have not completely transferred over.
The ETH rebound is a precursor signal. In the past, every strong rebound of Ethereum has seen the Meme coins on the chain take off alongside. This time, ETH has firmly established itself at $2200, and the on-chain Gas fees have begun to rise, indicating that ecosystem activity is recovering.
The old leader of Ethereum Meme hasn't exerted its power yet. PEPE's performance has been mediocre, but the chips have been nearly washed out. On-chain data shows that smart money is quietly laying out Meme coins in the Ethereum ecosystem, such as APEMARS, which is a narrative-driven Meme with a presale phase, and community interest has been steadily increasing. Additionally, Vitalik's wallet showed unusual activity in early April involving Meme coin transactions; such level signals cannot be ignored.
The order of fund rotation is to first lead and then to sectors. Coins like ORDI and ENJ, which have "stories to tell," will rise first, and then funds will spread to higher-risk, more elastic Meme coins. As one of the birthplaces of Meme coins, the narratives of DOGE and SHIB originated from this chain.
The Ethereum Meme sector will experience a concentrated explosion in the coming month, with the likely leaders being PEPE, PUPPIES, or some newly emerged narrative coin. Of course, this is just my opinion; DYOR. #加密市场回暖
"Those who do not accept will be locked indefinitely," this is equivalent to taking our assets as hostages. We initially supported a dream, not a dictatorship. $WLFI team, you are destroying the most valuable consensus and trust in the crypto world. #孙宇晨指控WLFI锁资产
A few days ago, Trump was all about being the 'strongest in the universe': He issued a death order to Iran, stating that if they do not compromise by the deadline, he would attack. On social media, he was frantically issuing challenges, his tone harsh and unyielding, as if U.S. bombers were already armed and ready, making the Strait of Hormuz tremble, oil prices were soaring in fear, and countries were advising: Don't act impulsively! #美国伊朗同意停火两周 Iran also responded fiercely, stating that they would retaliate if attacked. Both sides were on edge, in a standoff where neither side would back down. Everyone felt: This time, it really might escalate into a conflict!
Just as the whole world was waiting for war, with the countdown nearly over, the plot took a dramatic turn!
Pakistan stepped in to mediate, and Trump immediately changed his mind, announcing on the spot: No attack, a two-week ceasefire, Iran opened the strait, and U.S. troops were pulled back. A conflict that was about to erupt just faded away inexplicably.
So all the tough talk earlier was just 'big mouth king' tactics? After boasting, he immediately pulled back troops; this back-and-forth is a major facepalm in international politics, and the humor is off the charts.
To put it plainly, it's still about the economic balance.
Don't think it was a sudden change of heart; Trump is quite calculating! If a war breaks out, global oil prices would skyrocket, U.S. citizens would be unhappy, and votes would fly away; the Middle East would be a chaotic mess, and the U.S. wouldn't gain anything. It's better to step back gracefully, a ceasefire not only builds goodwill but also maintains a 'strong' image, benefiting both sides.
The tough talk before was to apply pressure, the ceasefire afterward was to minimize losses. A series of operations as fierce as a tiger, and it's all a political show.
Don't think peace and love have arrived; this is just a two-week pause, not permanent peace. If negotiations fall through, Trump might very well issue tough words again in two weeks, after all, his style is: There's no such thing as the ultimate reversal, only greater reversals.
TRUMP——From $74 down to $2.7, a whale bought it back
You may not have seen such an extreme roller coaster. The TRUMP coin surged to a historic high of $74 on the eve of Trump's inauguration in January 2025, then fell 96% within a year, dropping to as low as $2.73.
But the story isn't over. On March 12, 2026, the project team announced: a luncheon will be held at Mar-a-Lago on April 25, only inviting the top 297 holders by coin amount, and the top 29 will also be able to attend a private reception. As soon as the news broke, a whale wallet that had been dormant for 5 months suddenly awakened and bought about 2.2 million TRUMP coins in one go, worth over $7 million. Within a few hours, this wallet gained about $2.5 million. The token price skyrocketed from around $2.7 to $4.5, with a single-day increase of over 60%.
The biggest controversy over this matter is that – A-Chuan linked the White House entry qualification to a meme coin, which has sparked considerable ethical discussion. During a similar event held in May 2025, senators and ethical oversight bodies publicly criticized it, with protesters outside the venue shouting "shameful."
But controversy aside, the market's reaction has been very honest. As of early April, the TRUMP price hovered around $3.1, down 96% from its peak, but it has rebounded significantly from its historical low.
Whales are betting, retail investors are following, the next stop for TRUMP is unpredictable.
PEPE——That frog has become the market's thermometer
At the beginning of the year, PEPE rose 26% in a single day, the reason being——a tweet. This is the logic of meme coins: no need for financial reports, no need for technical white papers, just one post is enough.
But interestingly, PEPE is quietly undergoing changes. In early 2026, it once again rose over 30% in a single day, but this time, the underlying factors are somewhat different. On-chain data shows that the concentration of large holders is decreasing, and smaller players are increasing, while the correlation of price movements with Bitcoin is also declining—this indicates that it is transforming from a purely "meme coin" into an independent market sentiment indicator.
Looking at the recent data: PEPE rose over 20% in a single day, trading volume exceeded $1.2 billion, and the holding amount increased by about $30 million. Moreover, the funding rate has turned negative, meaning that shorts in the market are "paying rent" to longs; if the price continues to rise, it could trigger a short squeeze. The top 100 wallets have accumulated over 230 trillion PEPE in recent times.
However, that said, from an annual perspective, PEPE's decline is still significant. The meme coin market has already lost a considerable amount of capital overall in 2026.
This once "sad" frog is learning to interpret its smile with data. But how long the emotion-driven rise can last remains its greatest uncertainty. #PEPE
The lawsuit between SEC and Ripple has been going on for so many years, and finally came to an end in 2025. In the month the news broke, XRP surged 23% in a single month, reaching $3.38. Many people's logic is: the bad news has been fully released, it should rise, right? #XRPUSDT🚨
So what happened? As of early April 2026, XRP dropped to around $1.30, more than 60% down from its historical high of $3.66. The first quarter of this year saw a decline of 27.1%, marking the worst start since 2018.
Why did this happen? Several reasons come together. First, the enthusiasm for ETF funding has waned. In March alone, $31 million flowed out of the US XRP ETF, and globally, $130 million was withdrawn. Second, the futures open interest dropped from a high of $10.8 billion to just $2.4 billion, shrinking nearly 78%. Third, the tariff policies of the Trump administration have created a less friendly macro environment, particularly impacting cross-border payment assets.
However, there is still some hope. In mid to late April, the US Senate will review the CLARITY Act, which, if passed, would legally classify XRP as a 'digital commodity.' Although the current technical indicators are weak, and prices have been hovering below the moving averages, April has traditionally been a good month for XRP—averaging a rise of 24.8%.
It is common for the price to drop after all the good news is out in the cryptocurrency circle. The key is whether the upcoming legislative window can truly turn the sentiment around.
User growth has increased, while coin prices have dropped. What is the logic?
Recently, SUI has exhibited a strange phenomenon: on-chain user growth has approached 800,000, and the total value locked in DeFi has risen by 22.5% to $664 million in two weeks. However, the coin price has instead dropped from $1.08 to $0.92.
This divergence between fundamentals and price is not uncommon in the crypto space, but this time SUI is particularly eye-catching. A new protocol called Hashi is preparing to launch on SUI, which can directly bring Bitcoin's DeFi functionalities over, backed by institutions such as BitGo, FalconX, and Ledger—no small players. Logically, this should be a major positive, but the market has not bought it at all.
Where lies the problem? Token economics. About 61% of the SUI supply is still locked, with 40 to 50 million new tokens flooding into the market each month. On April 1, 53.4 million tokens were just unlocked, worth about $47.5 million. The circulating supply is currently close to 3.9 billion, and by the end of the year, it will aim for 4.5 billion.
In other words, SUI is currently facing a very real problem: the cake is getting bigger, but the number of people eating the cake has not increased accordingly. Previously, the TVL peak was nearly $2.57 billion, but now it is only about $600 million. To return to the historical high of $5.35, the market cap needs to surge to over $19 billion, a figure that continues to rise with the increase in supply.
The fundamentals are good, the story exists, but how to play the card of token supply will determine SUI's future trajectory.
What you are seeing now is still at least a six-month window away from the real opportunities.
This year, the hottest places are the cryptocurrency and stock markets. Next year, it will be the turn of the real economy.
Once the real estate cart slows down, money will not flow as much, and various industries will find it difficult to do business. But this market, after all, is still led by policy.
The next step is very clear: the equity finance will take over the role of land finance, and a truly unified national market will be established. Those enterprises waiting for equity reform, if they want to obtain development funds, the fastest way is to leverage financial tools.
So this year, there will definitely be a bull market 📈❗️ Not for show, but to pave the way for the real economy and the unified national market next year, while also bringing along the tax reforms in the finances. In the second half of the year, liquidity will significantly expand, and those who can understand the direction will be able to seize this opportunity.
Even if the overall market turns downward, the sectors that should rise will still take turns hitting the limit up. #BTC行情 #亚洲股市跳水
Recently, gold and silver have fallen sharply. The strong dollar naturally leads to the decline of gold and silver.
Since the dollar and gold have unlinked their tether, it relies on its national strength as an independent investment product, and this investment product can be printed freely, without limits.
However, that is only useful when its national strength is strong. Now the United States has made it impossible for its allies to serve it, and when U.S. bonds collapse and credit is lost, the dollar will be like a pile of worthless paper.
Lower the interest rates, the dollar depreciates, assets flow out; raise the interest rates, and it will accelerate the speed of the U.S. bond collapse. If the war is lost, the dollar will directly turn into worthless paper, and at that time it can only threaten global food to command the lords.
Food, ah, is their last trump card; friends who have seen the previous content understand. #黄金创43年来最大单周跌幅
Xiao Ming: Why aren't you sleeping? Xiao Yue: I'm watching the sky, I've seen that this year's stars have changed a lot, and I've seen Uranus enter Gemini in the middle of the year.
Xiao Ming: Is there anything special about it? Xiao Yue: Amei used to fight, fought three times, fought for independence, fought for the north and south, and there was a second season fight, all because Uranus entered Gemini. This year, Uranus is visiting Gemini again.
Xiao Ming: Do you think that Amei likes to fight, will it affect Alang? Xiao Yue: Alang has developed muscles, Amei is afraid she can't win, she might come back with some schemes.
Xiao Ming: Grandma said, during the red tide, things are expensive and food is much less. White-haired Grandma: I once naively thought that the red tide event was due to bad luck, not knowing that those brutes were spreading poison and killing bees on Alang's territory. Those fruits and grains cannot be separated from the pollination of hardworking little bees. White-haired Grandma: Those brutes, not only are they causing trouble on Alang's territory, but they were also caught spreading poison in the farmland of A Dong in the central region.
Xiao Yue: Teacher Zeng said, when the little bees disappear, it's just three people sharing a bowl of porridge. Grandma: They will also release toxins in the autumn, preparing slingshots, and shoot down any wild chickens flying by.
🔥Iran strikes: Expel US and Israeli ambassadors for a "visa-free passage" through Hormuz
The Iranian Islamic Revolutionary Guard Corps has just declared: Any Arab or European country that expels the Israeli and US ambassadors will be able to pass freely through the Strait of Hormuz starting tomorrow.
The US-Israel-Iran war has entered its 11th day. Trump said the US has targeted over 5,000 objectives, while Iran has ramped up missile counterattacks. At this moment, Iran has thrown out this condition, which is not very harmful but extremely humiliating—clearly forcing Arab and European countries to take sides.
【🌍Trump: Not planning to strike Iran yet, but "not happy"】
Just saw the news, Trump told the New York Post: It is currently "far from" the point of ordering U.S. troops to enter Iran to protect nuclear materials, but expressed that he is "not happy" with Iran's new Supreme Leader.😤#伊朗新领袖
Although his words are harsh, at least he hasn't taken direct action, and the geopolitical risks in the Middle East have temporarily cooled down?
🤔What impact does this have on us?
· Oil prices may ease, inflation expectations cool down, which could subtly affect expectations for interest rate cuts by the Federal Reserve;#国际油价突破100美元 · Traditional safe-haven assets like gold may retract some gains in the short term; · What about Bitcoin? If market sentiment shifts from risk aversion to risk appetite, funds may flow back into the stock market/crypto space, but Bitcoin's narrative as digital gold may also be dragged down by gold, creating a tug of war between bulls and bears.#亚洲股市暴跌
But don't forget one thing: the Middle East is always "temporarily fine", and you never know when a missile might fly. The crypto market fears uncertainty the most, but is also the best at telling stories amid uncertainty.
What do you think will happen next in the Iran situation? Is it bullish or bearish for BTC?
The $1 billion worth of gold from Venezuela has recently arrived in the United States 🇺🇸.
In the short term, it seems quite far from us. But upon reflection, this is actually a microcosm of the global de-dollarization / dollar repatriation game. Gold $XAU is hard currency, the "ballast" of global assets. If a country's gold reserves can be transferred through some political maneuver, then for ordinary people, the most direct feeling is that: the uncertainty of the paper money in hand (regardless of which country's currency) is increasing. The logic of value preservation is no longer as simple as "hoarding gold", but rather about who can truly control their own resources.
This matter has a somewhat indirect connection to the cryptocurrency world:
1️⃣ Traditionally, $PAXG gold is the king of safe havens. But now, the direct transportation of gold by major powers may lead more people to think: while gold preserves value, it is too heavy, too sensitive, and too easily "choked off". The characteristics of Bitcoin as "private property is inviolable" and "cross-border transfer without permission" appear somewhat "sci-fi" and safer under such geopolitical news.
2️⃣ Venezuela itself has its own petro (although it hasn't taken off), but could the more than 20 mining companies leading this charge potentially get involved in cryptocurrency mining in the future? If traditional mineral exports are restricted, will they turn to energy-consuming Bitcoin mining to monetize resources? This is a potential narrative direction.
3️⃣ The U.S. is printing money while reclaiming other countries' gold, which actually strengthens the ultimate discourse power of the dollar system. For the cryptocurrency world, this means that future compliant stablecoins (like USDC) may be more deeply tied to U.S. Treasury bonds and gold reserves, becoming the "digital tentacles" of dollar hegemony.
💡 To summarize: On the surface, this news is about gold transportation, but it is actually just the tip of the iceberg of global asset redistribution. For ordinary people, the way to protect assets may need to be more decentralized; For the cryptocurrency world, this is again a reminder: the narrative of Bitcoin $BTC as digital gold is not just a slogan, but truly avoids the awkwardness of being "physically transported" in another dimension.