🔥🔥🔥Breaking: On December 9, Trump stated in public that he would use whether to immediately push for interest rate cuts as a "touchstone" to evaluate the next Federal Reserve Chair, which is seen as one of the necessary conditions for appointing this position.
In short, one sentence: to be the Federal Reserve Chair, one must cut interest rates.
The probability of Kevin Hassett taking over is almost 99%, as he has publicly stated that if he is appointed, he will cut interest rates immediately.
A president who has the nomination for Federal Reserve Chair must cut interest rates, and a candidate who wants to be the Federal Reserve Chair must cut interest rates. It just clicks!
Regardless of how you look at it, as long as the new Federal Reserve Chair is in place, interest rate cuts are already a given.
Favorable for cryptocurrencies. Strong for P u P pies! $BTC #加密市场观察
$ZEC suddenly surged by 12%! Did you understand this wave of market? 🚀
In summary: Zcash's fixed fee model, unchanged for eight years, is finally going to change!
🔥 Core changes: The development team proposed to replace the fixed rate with 'dynamic transaction fees.' This means: • Fees automatically adjust during network congestion • Daily transfer costs may decrease • Experience directly upgraded
💥 The market immediately voted with their feet: 24-hour trading volume surged by 94%, with both volume and price rising, which generally indicates large funds are moving.
📌 There are multiple underlying drivers: 1️⃣ Several institutions have recently quietly increased their holdings of ZEC 2️⃣ Community discussions on more 'compliant' product pathways 3️⃣ Technical upgrades directly address the longstanding issue of 'high fees'
👉 Key points to pay attention to: • Short-term: After a volume breakout, watch for a stable pullback • Long-term: If the upgrade is successful, practicality and adoption rates are expected to rise • Note: Proposals still require community voting, it's not set in stone
In simple terms: This round was ignited by technical upgrades, amplified by institutional actions and compliance expectations. ZEC is addressing real pain points, not just pure speculation.
(The market is volatile, be sure to manage risk, and the above is for information sharing only)
🚨Why can't Bitcoin break above $200,000? Why does Bitcoin always plummet when the U.S. stock market opens at 10 AM?
Just 20 minutes after the U.S. stock market opened today, Bitcoin erased all its gains from the past 16 hours.
Since early November, Bitcoin has mostly declined after the U.S. stock market opens, and similar situations occurred in the second and third quarters of this year.
Some have pointed out this phenomenon multiple times, believing that Jane Street Capital is most likely the behind-the-scenes operator.
As seen in the chart, this pattern is extremely regular and cannot be ignored: a significant drop within the first hour after opening, followed by a slow recovery, is typical of high-frequency trading operations.
This completely aligns with the characteristics of the institution: - Jane Street Capital is one of the largest high-frequency trading firms in the world - It has sufficient speed and liquidity to impact the market within minutes
The operational process is very simple: 1. Sell Bitcoin at the opening 2. Drive the price down to the liquidity range 3. Buy back at a lower price 4. Repeat daily
Through this method, they have accumulated billions of dollars in Bitcoin. Currently, Jane Street Capital holds a $2.5 billion stake in BlackRock's IBIT ETF, making it their fifth-largest holding.
This means that most of Bitcoin's decline is not due to macro weakness but is caused by manipulation from a large institution.
Once these large institutions finish accumulating, Bitcoin will continue its upward momentum. $BTC #加密市场观察
🚨Breaking News: This quarter, Google's search volume on "devaluation of the dollar" has reached an all-time high, indicating that a bull market is about to arrive.
✅ Core Logic Quick Get
- Dollar Plunge → Cryptocurrency asset cost performance skyrockets, international hot money accelerates inflow - Interest rate cuts reduce costs → Low-yield assets cool down, funds flock to high-potential sectors
✅ Leading Tier Clearly Listed, Close Your Eyes and Pick Without Falling into a Pit 🔴 Absolute Leader (60%-70% Positioning Base)
- Bitcoin: Inflation-resistant king, institutions heavily invested in core, market trendsetter📈 - Ethereum: Most complete ecosystem, staking has returns, a must-have for funds🟢
🟡 Sector Leaders (20%-30% Positioning for Flexibility)
- Platform Leader: $BNB , closed-loop ecosystem + buyback and destruction, benefits from industry recovery💎
- Public Chain Leaders: SOL/ADA/AVAX, representatives of high performance, funds prefer high⚡
🟠 Sub-sector Leaders (≤10% Positioning for Light Testing)
- Staking Leaders: ATOM/XTZ, stable returns, suitable for steady demand💰 - Layer2 Leaders: ARB/OP, solid implementation, maximum flexibility🚀
✅ Practical Skills to Avoid Risks
- Regular investment to average costs, avoid short-term pullbacks after news announcements - Closely monitor 3 signals: Dollar Index, Inflation Data, Employment Report - Strictly control leverage! During loose periods, volatility amplifies, high leverage is prone to liquidation💣
Opportunities during the loose cycle are online, focus on leaders + do a good job in risk control.
🔥Tom Lee believes that ETH is severely undervalued at a price of $3000 and even claims that ETH is expected to soar to $62,000.
✅ Core Viewpoints Firmly Against the Market
- He bluntly states that the price level of $ETH 3000 dollars is severely undervalued, and even describes a drop to $2500 as a "money-making opportunity," firmly optimistic about the bottom range. - If the BTC/ETH ratio rises to 0.25, ETH is expected to see a 3-4 times increase, targeting $9,000-$12,000 at current prices, and in extreme scenarios, with BTC reaching $250,000, ETH could hit $62,000.
✅ Dual Endorsement from Institutions and Capital
- BlackRock and JPMorgan continue to increase their stakes in the Ethereum network, focusing on RWA tokenization within the ETH ecosystem, gaining mainstream financial recognition. - The BitMine fund under its management holds over $11 billion in ETH (approximately 2.15 million coins) and is still increasing its position, having purchased nearly 100,000 coins last week, doubling its previous holdings.
✅ Underestimation Core Logic
- ETH is experiencing a "1971 moment," winning smart contracts and becoming the preferred platform for asset tokenization on Wall Street. The Fusaka upgrade is being implemented, and the Kun upgrade is anticipated in 2026, driven by both technology and narrative. - The rise of crypto treasury companies, with Strategy and BitMine's trading volumes crushing traditional giants, ETH staking yields and ecological value continue to materialize, with fundamentals far exceeding previous years. #ETH走势分析
$DOGE The dog now has the leisure to study history. If there’s time, it would be good to study how other people's coins are rising. Every day waiting for Old Ma to continue milking, Old Ma can’t milk you anymore!
To be a mother is to be strong, Brother Sun transforms into a mother to protect everyone. You may not recognize it, but General Liang Xi has already called her 'Mom'. $WIN $AT #加密市场观察
🔥$PALU Potential Breakdown! He Yi supports + Binance association, aiming for the low market cap dark horse of DOGE💥
- Core Highlights: He Yi personally engages in meme interaction, Binance internally participates in testing, Alpha platform launch support📈 - Clear Positioning: Targeting the DOGE track, focusing on the BNB chain Meme ecosystem, determined to become a phenomenon-level currency🚀 - Key Data: Current market cap under ten million, 24H transaction volume over 25 million, turnover rate 54%+, liquidity online💰 - Hidden Advantages: 0 tax mechanism + full circulation without team selling pressure, contract not launched, early layout window still open🔍
💡 Key Reminders:
1. Launched on multiple top platforms, smooth trading channels, newbie friendly 2. Community enthusiasm is high, cz has previously shared related content, strong ecological linkage 3. Purely sentiment-driven currency, extremely volatile, participate only with spare money
⚠️ Risk Warning: Meme coins have high speculative attributes, price fluctuations are severe, be sure to manage risk, pay attention rationally and do not blindly follow the trend!
🔥 Countdown 48 hours! US rate cut probability 93% "clear cards" situation, are the main players scrambling for chips?
The Federal Reserve's December interest rate meeting (9-10) is just around the corner, and the market's bet on the probability of a rate cut has risen directly to 93%. What does this mean? It basically tells the whole market: the faucet is about to open, and only a very few are betting against a rate cut. 🚰
🚨 Why is this wave of market different? Major banks are flipping: Goldman Sachs, Morgan Stanley, and other "Wall Street veterans" are collectively changing their stance to bullish, and institutional funds are already entering the market. The next round is imminent: If this landing happens, it will be a three consecutive cuts within the year, the easing channel will be completely opened, and when the dollar drops, our crypto market will directly benefit.📈
💰 How to ambush? 1、Stabilize the fundamentals: First, fill up the positions of Bitcoin (BTC) and Ethereum (ETH). This is the first stop for major capital to enter, and only if they stabilize can altcoins have a chance.
2、Betting on altcoin season: It is inevitable that funds will overflow. Focus closely on the following two tracks that are strongly related to macro narratives: (1) RWA (Real World Assets on Chain): A rate cut means lower funding costs, and the RWA narrative directly benefits from the inflow of traditional financial funds. Leaders (LINK, $ONDO ). (2) AI (Artificial Intelligence): A high-growth track, usually assigned a higher valuation and speculation space when liquidity is abundant. Leaders ($TAO $FET ) 2、Defend this hand: Although the probability of rising is high, pay attention to the instantaneous spike when “good news lands”. Contract parties must not hold high leverage overnight, be careful of targeted explosions! 💥
⚠️ Key points Now is not the time to see who runs faster, but to see who holds steady! In the face of the big trend, holding the core chips is the only way. #美联储重启降息步伐
Liquidity has started to flow in significantly, which is a positive signal for Bitcoin and its related assets.
🇨🇳 This week, China injected 1.48 trillion yuan of liquidity. 🇺🇸 This week, the Federal Reserve injected 16 billion dollars into U.S. banks. 🇺🇸 The Treasury Department repurchased 14 billion dollars of its bonds this week. 🇺🇸 This week, the Treasury injected 70 billion dollars from its time deposit account balance. $BTC #加密市场观察
🚨 U.S. Core PCE Price Index Year-on-Year for September: Actual: 2.8%, Expected: 2.9%, Previous: 2.9%. The data is below expectations! Market expectations for a Federal Reserve rate cut have been ignited. What does this mean for Bitcoin and the entire crypto market? I’ll explain the actionable logic in one minute.
👉 Core Impact Path
1. Liquidity Expectations Heat Up 💧 Inflation slows down → Federal Reserve rate hike pressure sharply decreases → Rate cut expectations move forward → The "faucet" of the global market may be turned even looser. Historically, once easing expectations form, funds tend to flow into high-elasticity assets like Bitcoin. 2. The Dollar May Weaken 📉 Rate cut expectations will directly weaken the dollar's attractiveness. Remember a key rule: when the dollar is weak, Bitcoin tends to be strong. This provides direct support for markets priced in dollars.
🚨 Practical Note: Don't blindly chase highs!
· Beware of "Expectation Fulfillment": Markets often "buy expectations, sell facts." After favorable news is announced, be cautious of short-term capital profit-taking causing volatility.
· Pay Attention to Internal Variables: The overall market trend can be strongly affected by large whale address movements, derivatives market liquidations, and futures options expirations. Macro favorable news does not necessarily translate immediately into one-sided increases.
· Monitor Key Indicators: Next, keep a close eye on the U.S. Dollar Index (DXY) and U.S. Treasury yield, as they are real-time thermometers for validating whether the macro logic is effective.
💎 One-Sentence Summary The cooling of inflation provides the most critical "macro tailwind" for the crypto market, strengthening the mid-to-long-term support logic. However, in the short term, please combine technical analysis with on-chain data to avoid "noise volatility" caused by internal factors. $BTC #美联储重启降息步伐
$PALU I heard that PALU coin has received strong support from He Yi and is a project launched with participation from internal Binance personnel. Its core goal is clear: it aims to surpass DOGE and create a phenomenon-level currency that exceeds DOGE. Previously, I thought it would be $币安人生 . Currently, PALU has not yet gone on the contract. Its market value is less than 10 million, which is relatively low, so it can be worth paying attention to.
ETH/BTC exchange rate breaks three months of downward trend, the signals of rotation in the crypto world are fully activated💥
Let's look at this pattern: ETH strengthens → Capital rotation begins → Altcoin season warms up 1. $ETH first breaks through and strengthens⬆️ 2. Capital subsequently flows into altcoins📈. In simple terms, when ETH is strong relative to BTC, it often means that market risk appetite is rising, and capital begins to flow from the 'big brother' to the more promising 'little brother'. This is the classic rhythm of market rotation.
Here’s an actionable thought for everyone: ✅ Confirm the validity of the breakout: Observe whether it can hold above the breakout level to avoid false breakouts. ✅ Focus on leading projects in the ETH ecosystem, as rotation usually starts from the core ecosystem of ETH: 1. Layer2 (leading coins $ARB , OP, STRK)
2. DeFi blue chips (leading coins $UNI , AAVE, MKR) ✅ Filter for potential altcoins supported by fundamentals, build positions in batches, and keep some reserve to deal with volatility; don’t push it all at once.
Key reminders: · Rotation takes time, maintain patience · Overall position management is more important than betting on a single asset · Bull markets often have sharp downturns, be prepared for volatility History does not simply repeat itself, but the logic of capital rotation remains unchanged. Can this really ignite the market? Watch for two points: whether ETH can maintain its strength + whether there is continuous new capital entering the market.
Market sentiment is changing, and your watchlist should be updated! But remember—plan your trades, trade your plans.
(This article is for market analysis only and does not constitute any investment advice.)
The only secret to holding onto the next five years: Don't move
Want to catch the next big trend? The method is simple, but 90% of people can't do it: Buy it, then completely forget about it.
Stop studying complicated indicators; the real path that can change ordinary people is just three steps 👇
1️⃣ First step: Buy core assets Open Binance now and buy Ethereum ($ETH ). Don't ask 'Is it a high point?' You're buying a position for five years from now, not for tomorrow's ups and downs. It is the underlying engine of the crypto world; if you're betting on the future, you need to bet on the engine.
2️⃣ Second step: Cut off noise sources Immediately do three things:
· Don't look at market software (you don't need quotes every minute); it's best to uninstall it. · Unfollow all so-called 'gods' of trading (they make money off your traffic, not off trading) · Exit panic/euphoria groups (group emotions will only cause you to buy high and sell low)
3️⃣ Third step: Set a five-year alarm Transfer assets to a hardware wallet/custodial address, store the mnemonic phrase in a safe. Then—completely forget about it. Live seriously and work hard. Five years later, your returns will outperform 99% of those who trade daily.
⚡️ Why is this useful? Historical data shows: those who win passively in the crypto market are often those who 'forgot their passwords.' Every time you make one less move, you avoid one risk of being harvested. The real big opportunities appear in the unit of 'years.'
💎 Ultimate advice: Make money from volatility in a bull market, make money from chips in a bear market. When you're no longer bound by short-term candlesticks, you have truly begun long-term investing.
(Like and save this, come back in five years to see your account) $ETH #ETH走势分析
This morning at 3 AM, Trump hinted that Hassett would take over as the next Federal Reserve chairman, and the market responded positively, surging across the board, with the current BTC price at $93,000.
The logic behind this is clear: Trump advocates for interest rate cuts in the U.S. and will inevitably choose someone who shares his views to lead the Federal Reserve, and Hassett is a staunch advocate for rate cuts and a loyal 'rate cut' ally of Trump. His expected succession has directly ignited market expectations for rate cuts.
From an economic perspective, the probability of a rate cut by the Federal Reserve in December is now close to 90%, and various economic data point to this possibility. Even if a rate cut does not occur as scheduled in December, as long as Hassett ultimately takes over as Federal Reserve chairman, initiating rate cuts in 2026 will be an inevitable trend.
The current market rise is essentially a speculation on this expectation. As long as the expectations for rate cuts and Hassett's succession remain, this anticipation will be repeatedly explored by the market before the new Federal Reserve chairman is officially announced. For long-term positioning, it is worth focusing on the continued fermentation of this core logic.
Personal opinion, for reference only. $BTC #美联储降息预期升温
Ethereum's major upgrade, $ETH is about to reach new heights, and $10,000 is just around the corner.
Tomorrow Ethereum is making a big move! The Fusaka upgrade will launch, transaction fees will plummet by 40%-95%, and transfer speeds will soar 8 times, making it affordable for ordinary people to use the chain.
DeFi and blockchain games are all set to take off, with ETH deflation support, the true era of Web3 for everyone is coming!
The probability of the Federal Reserve lowering interest rates by 25 basis points in December has risen to 87.6%, but it is not a final decision. The next two data releases this week are the most critical, as they point to the two core pillars of the rate cut decision: employment and inflation.
Will weak employment data (ADP) force the Federal Reserve to act quickly, or will stubborn inflation data (PCE) keep it on the sidelines?
December 3 (Wednesday)
· Event: November ADP Employment Report ("Little Non-Farm") · Importance: ⭐️⭐️⭐️⭐️⭐️ · Impact: The only private employment data before the December meeting, a core leading indicator of the labor market. An increase of 42,000 is expected; if the data is weak, it will significantly strengthen the urgency for a rate cut.
December 5 (Friday)
· Event: September Core PCE Price Index · Importance: ⭐️⭐️⭐️⭐️⭐️ · Impact: The inflation indicator that the Federal Reserve pays the most attention to. An annual rate of 2.9% is expected. If it exceeds expectations (like the previous value), it will suppress or delay rate cut expectations.
December 9-10
· Event: Federal Reserve December FOMC Meeting · Importance: ⭐️⭐️⭐️⭐️⭐️ · Note: Decision on interest rate policy.
💎 Summary
Simply put, you need to remember: the most important inflation data (September PCE) will be released on December 5 (Friday). Together with Wednesday's ADP employment report, it will become the most important clue in the final and most critical "data fog" for the Federal Reserve to assess the economy before the December meeting. $BTC $RLS $ZEC #加密市场观察
Many people are confused about today's market crash. There isn't anything major happening, right? The Federal Reserve hasn't said anything about not lowering interest rates? And no major figure has called Bitcoin garbage. So why has it dropped like this?
Because of Japan. Simply put, this is a bloodbath triggered by "repaying debts."
The core issue is that the yield on Japanese government bonds (JGB) has risen to 1.01%, the highest point in 17 years. With JGB soaring like this, interest rates need to rise. If they don't raise rates, Japan is finished.
This is quite frightening: global financial giants are rushing to repay their debts before Japan raises interest rates. So why can a small interest rate hike in Japan cause panic among global giants?
Because previously, the yen was super cheap, almost interest-free, and the big players specifically borrowed yen to buy various high-risk assets, like U.S. stocks and—our cryptocurrencies! Although the risks are high, the bigger the waves, the more valuable the fish.
Now Japan is saying: I'm going to raise interest rates, you need to pay back your money, and the interest won't be cheap!
The money they worked hard to get may not even be enough to cover the interest—who wouldn't panic? As a result, global financial giants have no choice but to sell off their coins to repay their yen "debts."
And that's how we ended up here today! $BTC #加密市场回调
December's Crypto Market Life and Death: QT Ends + Fed Game, Every Step Determines Rise and Fall!
🔴 December 1: US QT Ends! Risk Assets Welcome Epic Good News
This is the core turning point of the current economic cycle, where the market switches directly from 'volume contraction internal competition' to 'stock competition + incremental expectations'. This is a significant boost for risk assets, and the implicit easing cycle has started ahead of schedule.
🟡 Fed's Quiet Period Approaches!
During the quiet period, Fed officials will completely stop public speaking, leaving only three key speeches + core data this week as the basis for the December rate cut expectations. After the quiet period ends, the market's pricing for rate cuts will essentially be 'frozen', and the subsequent volatility will significantly narrow.
🟢 December 2 09:00: Powell's Speech Determines Life and Death
Even entering the quiet period, Powell's statements remain the market's 'stabilizing force'. With QT ending, the market is extremely eager for him to clarify the subsequent policy tone—will it continue the preventive rate cut approach, or will it watch inflation rebound? If he deliberately releases hawkish comments to suppress rate cut expectations in response to the positive effects of halting QT, risk assets like Bitcoin may face a sharp decline in the short term.
🔵 December 2 23:00: The Most Hawkish Bowman Testifies! Her Softening = Rate Cut Expectations Soar
Bowman's position softens, her value far exceeds that of five ordinary dovish officials. If even this hawkish core figure acknowledges the easing of employment and inflation pressures, it means the Fed's hawkish camp has been pierced by real data, and rate cut expectations will be completely ignited.
🟣 December 3: Small Non-Farm Data Shock! Weaker than Expected = Crypto Frenzy.
This month's major non-farm data is missing, the importance of small non-farm data has soared, becoming the core basis for judging the US employment situation. Weaker than expected data = rising rate cut expectations; stronger than expected is likely to be interpreted as 'data distortion', which will not change the easing trend.
🟤 December 5: Lagging PCE Shakes the Scene! Old Data Can Also Disrupt the Rate Cut Situation
Although lagging by two months, the trending significance of this data cannot be overlooked. If the data is weaker than expected, it will further consolidate confidence in rate cuts; if it shows signs of inflation rising in September, even if it is old data, it will be used by hawks to hype 'fiscal stimulus may restart inflation', interfering with the market's judgment on the December rate cut. $BTC $TNSR $MBL #加密市场观察