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Title: Bitcoin, should we stop looking at halving? Grayscale reveals new rules for the next bull market
For the past decade, Bitcoin players have had a steadfast belief: 'Halving means skyrocketing.' Every four years, the output is cut in half, and the scarcity of supply drives prices to the moon—this has almost become the golden rule of the crypto world.
But today, the world's largest cryptocurrency asset management firm Grayscale has given a disruptive judgment: the pattern that shaped Bitcoin's early history is failing.
Why?
Grayscale pointed out two fundamental shifts:
First, it's a mathematical problem.
As over 90% of Bitcoin has been mined, each halving results in new coins accounting for an increasingly smaller percentage of the total supply. The early halvings were a 'sudden reduction in supply,' while today's halvings feel more like a 'gentle tightening.' The impact is naturally not what it used to be.
But today, the world's largest cryptocurrency asset management firm Grayscale has given a disruptive judgment: the pattern that shaped Bitcoin's early history is failing.
Why?
Grayscale pointed out two fundamental shifts:
First, it's a mathematical problem.
As over 90% of Bitcoin has been mined, each halving results in new coins accounting for an increasingly smaller percentage of the total supply. The early halvings were a 'sudden reduction in supply,' while today's halvings feel more like a 'gentle tightening.' The impact is naturally not what it used to be.
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BlackRock purchases $67.48 million in cryptocurrency late at night, what signal does this send?
According to on-chain monitoring, asset management giant BlackRock's address received $67.48 million worth of cryptocurrency from an exchange 5 hours ago— including 153.83 BTC (about $14.22 million) and 16,930 ETH (about $5.326 million).
Traditional giants are frequently making moves
As an industry giant managing nearly $10 trillion in assets, BlackRock's on-chain operation immediately attracted attention. This is likely related to its product layout such as the spot Bitcoin ETF, indicating that traditional financial institutions are allocating cryptocurrency assets in a more direct manner.
Why take action at this time?
Currently, it coincides with a critical juncture in the cryptocurrency market:
Traditional giants are frequently making moves
As an industry giant managing nearly $10 trillion in assets, BlackRock's on-chain operation immediately attracted attention. This is likely related to its product layout such as the spot Bitcoin ETF, indicating that traditional financial institutions are allocating cryptocurrency assets in a more direct manner.
Why take action at this time?
Currently, it coincides with a critical juncture in the cryptocurrency market:
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Breaking! SEC Chairman Confirms: Cryptocurrency Bill is About to Pass
In a live broadcast on Fox News, SEC Chairman Paul Atkins admitted that the cryptocurrency industry will end years of regulatory ambiguity.
"The cryptocurrency market structure bill is about to pass," said the SEC Chairman during a live broadcast on Fox News. This statement quickly spread throughout the crypto world, signaling a fundamental shift in the regulation of crypto assets in the U.S.
---
01 Regulatory Turning Point
The U.S. House of Representatives overwhelmingly passed a key digital asset market structure bill in July this year. According to reports from Washington, the Senate version of the draft has also been completed, with core provisions largely consistent with those of the House.
"The cryptocurrency market structure bill is about to pass," said the SEC Chairman during a live broadcast on Fox News. This statement quickly spread throughout the crypto world, signaling a fundamental shift in the regulation of crypto assets in the U.S.
---
01 Regulatory Turning Point
The U.S. House of Representatives overwhelmingly passed a key digital asset market structure bill in July this year. According to reports from Washington, the Senate version of the draft has also been completed, with core provisions largely consistent with those of the House.
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Bitcoin enters the global asset top eight! 1.829 trillion USD market value surpasses Broadcom, digital currency is rewriting history
The latest data shows that the market value of Bitcoin has reached 1.829 trillion USD, officially surpassing semiconductor giant Broadcom, and has strongly entered the 8th position in the global asset market value ranking.
What does this mean? It means that Bitcoin, born just over a decade ago, now stands shoulder to shoulder with top giants in human commercial civilization like Apple, Microsoft, Saudi Aramco, Google, Amazon, Nvidia, and Tesla in terms of value scale.
This is a signal that shocks the traditional financial world. What we are witnessing may be not just the rise of an asset, but a silent challenge by a whole new value paradigm to the old order.
What does this mean? It means that Bitcoin, born just over a decade ago, now stands shoulder to shoulder with top giants in human commercial civilization like Apple, Microsoft, Saudi Aramco, Google, Amazon, Nvidia, and Tesla in terms of value scale.
This is a signal that shocks the traditional financial world. What we are witnessing may be not just the rise of an asset, but a silent challenge by a whole new value paradigm to the old order.
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Israel suddenly takes action! Is the global stablecoin facing the strongest regulatory storm?
A storm is coming, the Bank of Israel has sent a strong signal!
At the recent 'Payments in the Era of Transformation' conference held in Tel Aviv, Bank of Israel Governor Amir Yaron dropped a deep water bomb in the seemingly calm waters of cryptocurrency. He clearly declared: stablecoins are no longer a small-scale marginal experiment, but have deeply embedded themselves as a 'payment force' in the global financial bloodstream, and regulators must follow suit and be on high alert!
The digital dollar has grown into a 'behemoth' that can no longer be ignored.
Governor Yaron spoke with data, pointing directly to the core issue:
At the recent 'Payments in the Era of Transformation' conference held in Tel Aviv, Bank of Israel Governor Amir Yaron dropped a deep water bomb in the seemingly calm waters of cryptocurrency. He clearly declared: stablecoins are no longer a small-scale marginal experiment, but have deeply embedded themselves as a 'payment force' in the global financial bloodstream, and regulators must follow suit and be on high alert!
The digital dollar has grown into a 'behemoth' that can no longer be ignored.
Governor Yaron spoke with data, pointing directly to the core issue:
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Trump's words cause havoc in the cryptocurrency world! How will the new head of the Federal Reserve 'cleanse' the cryptocurrency market?
Trump displayed his signature smile in front of the camera, and with the words 'I have a candidate,' Bitcoin promptly fell below a key support level, while Ethereum plummeted rapidly, causing a bloodbath in the entire cryptocurrency market.
On what seemed like a calm trading day, the tranquility of the global cryptocurrency market was completely shattered. Trump, who is currently campaigning, casually threw out a line during an interview: 'I have already identified a candidate for the chair of the Federal Reserve.'
As soon as the words were spoken, cryptocurrencies led by Bitcoin and Ethereum crashed across the board. The market responded to this political ambush with the most direct plunge—no market can react more violently than cryptocurrencies, which are highly sensitive and rely on US dollar liquidity for survival, especially when the baton of the world's largest central bank might change hands.
On what seemed like a calm trading day, the tranquility of the global cryptocurrency market was completely shattered. Trump, who is currently campaigning, casually threw out a line during an interview: 'I have already identified a candidate for the chair of the Federal Reserve.'
As soon as the words were spoken, cryptocurrencies led by Bitcoin and Ethereum crashed across the board. The market responded to this political ambush with the most direct plunge—no market can react more violently than cryptocurrencies, which are highly sensitive and rely on US dollar liquidity for survival, especially when the baton of the world's largest central bank might change hands.
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【Stunning Scandal! Trump Reportedly Exploits Cryptocurrency Policy for Crazy Profits】
Latest explosive news! A heavy report from the U.S. Congress reveals that Trump is suspected of using presidential power to engage in large-scale profit transfers in the cryptocurrency field, with the amount involved reaching hundreds of millions of dollars!
🔥 Three core black materials:
1. Policy Monetization
During his presidency, Trump vigorously promoted pro-cryptocurrency policies, while his family business gained huge profits from related industries, with a high coincidence of timing between policy formulation and personal gain.
2. Privileged Channels
The report shows that foreign forces and political allies gained privileged access to the White House by investing in specific cryptocurrency projects, suspected of power-for-money transactions.
3. Profit Transfer
The Trump family obtained "hundreds of millions of dollars" in income from cryptocurrency companies closely related to their policy stance, suspected of using public power for family profit.
💥 Major revelation:
Congressman Raskin bluntly stated: "The U.S. has never seen such a scale of corruption occur within the White House!"
⚠️ Latest developments:
Although the Democrats are currently unable to initiate legal proceedings immediately, the release of this report comes at a critical time for cryptocurrency legislation and may have a significant impact on Trump's political career.
📈 Market Warning:
Cryptocurrency market policy risks are escalating; investors should closely monitor subsequent developments.
【Feel free to share and discuss, what do you think about this incident? See you in the comments!】
Latest explosive news! A heavy report from the U.S. Congress reveals that Trump is suspected of using presidential power to engage in large-scale profit transfers in the cryptocurrency field, with the amount involved reaching hundreds of millions of dollars!
🔥 Three core black materials:
1. Policy Monetization
During his presidency, Trump vigorously promoted pro-cryptocurrency policies, while his family business gained huge profits from related industries, with a high coincidence of timing between policy formulation and personal gain.
2. Privileged Channels
The report shows that foreign forces and political allies gained privileged access to the White House by investing in specific cryptocurrency projects, suspected of power-for-money transactions.
3. Profit Transfer
The Trump family obtained "hundreds of millions of dollars" in income from cryptocurrency companies closely related to their policy stance, suspected of using public power for family profit.
💥 Major revelation:
Congressman Raskin bluntly stated: "The U.S. has never seen such a scale of corruption occur within the White House!"
⚠️ Latest developments:
Although the Democrats are currently unable to initiate legal proceedings immediately, the release of this report comes at a critical time for cryptocurrency legislation and may have a significant impact on Trump's political career.
📈 Market Warning:
Cryptocurrency market policy risks are escalating; investors should closely monitor subsequent developments.
【Feel free to share and discuss, what do you think about this incident? See you in the comments!】
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Explosion! The world's largest publicly traded company holding Bitcoin experiences 'abnormal activity,' breaking its record of six consecutive weeks of accumulation.
Just now, a major news story broke from Coindesk, instantly igniting the cryptocurrency world—MicroStrategy, the world's largest publicly traded company holding Bitcoin, suddenly halted its buying of Bitcoin last week!
According to reports from ChainCatcher, this giant from Virginia, USA, has been continuously increasing its Bitcoin holdings for six consecutive weeks, regarded by many investors as a 'stabilizing force.' However, the latest data confirms that it did not purchase any Bitcoin last week, breaking the trend of nearly weekly accumulation since April of this year.
What does this mean?
According to reports from ChainCatcher, this giant from Virginia, USA, has been continuously increasing its Bitcoin holdings for six consecutive weeks, regarded by many investors as a 'stabilizing force.' However, the latest data confirms that it did not purchase any Bitcoin last week, breaking the trend of nearly weekly accumulation since April of this year.
What does this mean?
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Traditional finance strikes back? JPMorgan faces public outcry, $2.8 billion withdrawal begins!
The traditional financial giants have finally taken action against the crypto world!
Just now, a storm triggered by the index giant MSCI is sweeping Wall Street. It is reported that MSCI plans to exclude companies with digital assets accounting for over 50% from its main indexes. This move directly attacks the institutionalization process of the crypto market.
What’s even more shocking is that JPMorgan actually expressed support for this move and coldly predicted: this could lead to the withdrawal of up to $2.8 billion from related companies.
Once the news broke, the entire Bitcoin community was thrown into chaos! Is this another 'precise strike' against the traditional financial system?
Just now, a storm triggered by the index giant MSCI is sweeping Wall Street. It is reported that MSCI plans to exclude companies with digital assets accounting for over 50% from its main indexes. This move directly attacks the institutionalization process of the crypto market.
What’s even more shocking is that JPMorgan actually expressed support for this move and coldly predicted: this could lead to the withdrawal of up to $2.8 billion from related companies.
Once the news broke, the entire Bitcoin community was thrown into chaos! Is this another 'precise strike' against the traditional financial system?
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[Ethereum Ultimate Alarm! Vitalik Reveals Three Major Life-and-Death Crises, Will Face 'Quantum Annihilation' in 2028?]
Once hailed as the 'world computer of blockchain,' Ethereum now stands at a crossroads of destiny. After successfully transforming into a mainstream global asset, it faces an unprecedented survival crisis.
1. Quantum Countdown: Will the crypto world collapse in 2028?
Vitalik Buterin issued a serious warning at the Devconnect conference: Quantum computing may crack Ethereum's core encryption algorithm as early as 2028!
This is not alarmism. The elliptic curve digital signature algorithm (ECDSA) currently used by Ethereum is like a paper wall in front of quantum computers. Once quantum computers break through critical points, Shor's algorithm can instantly reverse-engineer private keys from public keys, which means:
1. Quantum Countdown: Will the crypto world collapse in 2028?
Vitalik Buterin issued a serious warning at the Devconnect conference: Quantum computing may crack Ethereum's core encryption algorithm as early as 2028!
This is not alarmism. The elliptic curve digital signature algorithm (ECDSA) currently used by Ethereum is like a paper wall in front of quantum computers. Once quantum computers break through critical points, Shor's algorithm can instantly reverse-engineer private keys from public keys, which means:
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【Breaking! Ethereum's largest holder changes hands, a mysterious institution buys 630,000 ETH in a week】
A major news just shook the crypto world:
Tom Lee's Bitmine crazily bought 63,123 Ethereum this week, worth up to 174 million dollars!
This move directly rewrites the market landscape:
✅Bitmine's total Ethereum holdings have reached 3,623,002, worth 9.96 billion dollars
✅Officially surpassing asset management giant BlackRock, claiming the title of the largest Ethereum holder
Meanwhile, BlackRock reduced its holdings by 43,237 Ethereum (about 1.19 million dollars), currently holding 3,604,966 Ethereum (about 9.91 billion dollars).
---
💡 What key signals are being released behind the scenes?
1️⃣ Giants are firmly bullish
In the midst of market fluctuations, Bitmine dares to increase its position with nearly 200 million dollars, indicating its extreme optimism for Ethereum's long-term value.
2️⃣ Institutional layout intensifies
Expectations for Ethereum spot ETFs are heating up, and competition for holdings among giants has entered deep waters. Whoever holds more chips will have greater say in the future.
3️⃣ Smart money is on the move
On one side, Bitmine is decisively bottom-fishing, while on the other, BlackRock is taking some profits. The divergence among large institutions precisely indicates that the market has entered a critical game phase.
---
Insights for ordinary people:
• Even institutions are buying in real money, the long-term value logic of Ethereum remains solid
• Every pullback in a bull market may become an opportunity for smart money to bottom-fish
• Monitoring changes in giant holdings is an important reference for judging market direction
---
Keep following me to capture the movements of on-chain whales and get ahead of the next wave of opportunities.
A major news just shook the crypto world:
Tom Lee's Bitmine crazily bought 63,123 Ethereum this week, worth up to 174 million dollars!
This move directly rewrites the market landscape:
✅Bitmine's total Ethereum holdings have reached 3,623,002, worth 9.96 billion dollars
✅Officially surpassing asset management giant BlackRock, claiming the title of the largest Ethereum holder
Meanwhile, BlackRock reduced its holdings by 43,237 Ethereum (about 1.19 million dollars), currently holding 3,604,966 Ethereum (about 9.91 billion dollars).
---
💡 What key signals are being released behind the scenes?
1️⃣ Giants are firmly bullish
In the midst of market fluctuations, Bitmine dares to increase its position with nearly 200 million dollars, indicating its extreme optimism for Ethereum's long-term value.
2️⃣ Institutional layout intensifies
Expectations for Ethereum spot ETFs are heating up, and competition for holdings among giants has entered deep waters. Whoever holds more chips will have greater say in the future.
3️⃣ Smart money is on the move
On one side, Bitmine is decisively bottom-fishing, while on the other, BlackRock is taking some profits. The divergence among large institutions precisely indicates that the market has entered a critical game phase.
---
Insights for ordinary people:
• Even institutions are buying in real money, the long-term value logic of Ethereum remains solid
• Every pullback in a bull market may become an opportunity for smart money to bottom-fish
• Monitoring changes in giant holdings is an important reference for judging market direction
---
Keep following me to capture the movements of on-chain whales and get ahead of the next wave of opportunities.
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Bitcoin purchases for coffee are about to be tax-free! Jack Dorsey is rewriting the payment rules
Imagine this: buying coffee, ordering takeout, and shopping online with Bitcoin, all tax-free and with zero fees. This is no longer a science fiction scenario; Jack Dorsey is making it a reality!
▌The awkwardness of the current tax system
Currently, U.S. tax law treats Bitcoin payments as "asset sales":
· Buying a $5 cup of coffee requires calculating the purchase price difference
· Even if you make a profit of $1, you must report capital gains tax
· The cumbersome process makes Bitcoin payments nearly impossible
▌The breakthrough solution: tax-free for amounts under $600
Jack Dorsey's Block company has launched the "Bitcoin is Everyday Money" initiative:
· Promote the establishment of a tax-free threshold for Bitcoin payments under $600
· Make Bitcoin a true everyday payment tool
· Remove the biggest obstacle for ordinary people using cryptocurrency
▌Dual strategy: policy + product working together
· Policy side: Lobby Congress to amend laws and build a friendly regulatory environment
· Product side: Square launches a Bitcoin zero-fee payment system
· Goal: Create a payment network with no intermediaries and instant settlement
▌From digital gold to everyday currency
This transformation means:
· Bitcoin will shift from an investment asset to practical currency
· Users can make everyday purchases without fees
· Merchant payment costs are nearly zero
· Truly realizing the original vision of "peer-to-peer electronic cash"
▌A historic turning point
When Bitcoin can easily be used to buy coffee, that will be the moment when we truly return to the essence of currency. This payment revolution may be more worth looking forward to than price fluctuations!
Imagine this: buying coffee, ordering takeout, and shopping online with Bitcoin, all tax-free and with zero fees. This is no longer a science fiction scenario; Jack Dorsey is making it a reality!
▌The awkwardness of the current tax system
Currently, U.S. tax law treats Bitcoin payments as "asset sales":
· Buying a $5 cup of coffee requires calculating the purchase price difference
· Even if you make a profit of $1, you must report capital gains tax
· The cumbersome process makes Bitcoin payments nearly impossible
▌The breakthrough solution: tax-free for amounts under $600
Jack Dorsey's Block company has launched the "Bitcoin is Everyday Money" initiative:
· Promote the establishment of a tax-free threshold for Bitcoin payments under $600
· Make Bitcoin a true everyday payment tool
· Remove the biggest obstacle for ordinary people using cryptocurrency
▌Dual strategy: policy + product working together
· Policy side: Lobby Congress to amend laws and build a friendly regulatory environment
· Product side: Square launches a Bitcoin zero-fee payment system
· Goal: Create a payment network with no intermediaries and instant settlement
▌From digital gold to everyday currency
This transformation means:
· Bitcoin will shift from an investment asset to practical currency
· Users can make everyday purchases without fees
· Merchant payment costs are nearly zero
· Truly realizing the original vision of "peer-to-peer electronic cash"
▌A historic turning point
When Bitcoin can easily be used to buy coffee, that will be the moment when we truly return to the essence of currency. This payment revolution may be more worth looking forward to than price fluctuations!
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$260 million giant whale on the brink of liquidation $BTC
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【Breaking: $263 million position is on the verge of liquidation! The whale has only 5% buffer space】
The whale:
・Established position through looping loans
・Position cost: WBTC $116,000 / ETH $4,415
・Currently has an unrealized loss of $65 million
In an emergency to save itself, it has urgently sold 1,316 ETH
In exchange for 4.02 million USDT to repay part of the debt
However, there is still $146 million in loans on Aave
Health rate is only 1.05
If BTC/ETH drops another 5% → it will trigger large-scale liquidation
DeFi leverage is a double-edged sword
The whale is also difficult to escape blood #加密市场观察
The whale:
・Established position through looping loans
・Position cost: WBTC $116,000 / ETH $4,415
・Currently has an unrealized loss of $65 million
In an emergency to save itself, it has urgently sold 1,316 ETH
In exchange for 4.02 million USDT to repay part of the debt
However, there is still $146 million in loans on Aave
Health rate is only 1.05
If BTC/ETH drops another 5% → it will trigger large-scale liquidation
DeFi leverage is a double-edged sword
The whale is also difficult to escape blood #加密市场观察
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Is the XRP ETF coming? $XRP
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3 billion US dollars worth of Ethereum surfaced $ETH
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Japan Exchange Suspends Cryptocurrency? $BTC
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Is the XRP ETF about to be listed? $XRP
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127,000 bitcoins have been harvested $BTC
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🚨 JOBS SHOCK: MARKET ALERT 🚨
🇺🇸 U.S. October NFP: -105,000
This isn't just a miss—it's a massive red flag for the economy. ⚠️
After a long delay due to the government shutdown, the official data is finally out, and it's hitting the markets like a lightning bolt. The labor market has officially cracked, flashing signs of significant weakness that investors cannot ignore.
📉 Key Takeaways:
Economic Stall: Momentum is fading faster than expected.
Fed Pivot: Expect rate cuts to move to center stage as the focus shifts from inflation to job preservation.
Liquidity Injection: Markets are already front-running the return of "cheap money" as policy pivots loom.
💥 Market Impact:
Risk assets are reacting in real-time. When the traditional labor market stumbles, the "liquidity trade" begins. All eyes are now on Bitcoin and Ethereum as macro pressure builds and the path for a crypto-heavy 2026 starts to clear. 👀
The cracks are showing. The Fed is listening. The liquidity cycle is calling. 🔥
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