AI是一个时代

Cattle and Horse Life Today's Data

Holding Addresses 305 24-Hour Transaction Count 421 Wallet Count 56 Market Value Around $30,000. Diamond Hands Building the Bottom! The Community Consensus is Strong! Daily Line Gradually Rising Currently Healthy, Stable, and Rising in an Orderly Manner.
#牛马人生

I just saw the news that Y Combinator will start using stablecoins to finance startups from 2026! This is definitely a big deal, especially regarding the impact of USDC on Ethereum, Base, and Solana. Let's discuss my views, separating them into short-term and long-term.

In the short term: I estimate that once the news is out, there will surely be some FOMO in the market. People will think, if a top incubator like YC is taking the lead in using USDC, then the utility and credibility of this stablecoin must be on the rise, right? Especially since USDC is already the leader on Ethereum, and it has a significant presence on Base (Coinbase's favored chain) and Solana (fast and low-cost). In the short term, we might see:

Adoption rate: More projects will likely follow suit and consider using USDC, particularly those startups funded by YC, which may prioritize operating on these three chains, boosting ecosystem activity.
Price: USDC is a stablecoin; theoretically, it should peg to 1 dollar. However, market sentiment might cause its trading volume to surge. While the price won't fluctuate dramatically, liquidity will be stronger, and there may be a few more arbitrage opportunities.
In the long term (after 2026): This is the main event! YC's move may completely change the way startups finance and manage their funds:

Adoption rate: The adoption rate of USDC on these three chains will surely show a steady increase. As an established chain, Ethereum is highly secure, and large transactions may be preferred; Base, due to its close relationship with Coinbase and good compliance, is suitable for startups to test the waters; Solana attracts high-frequency, small transactions with its speed and low costs. Long-term, USDC may become the 'standard currency' for Web3 entrepreneurship, similar to the dollar in traditional startups.
Price: Although the price of stablecoins is pegged to the dollar, long-term demand increases will solidify USDC's issuance and reserves, indirectly boosting market confidence. In case other stablecoins (like USDT) run into issues, USDC might even 'win by lying down' and become a more stable choice.
However, we must remain calm—this matter will still depend on the actual implementation in 2026. Regulatory changes and technical risks (such as on-chain congestion or security issues) could affect the outcome. But overall, YC's move is quite clever; it not only promotes USDC but also advertises for Base and Solana, potentially driving the entire crypto payment ecosystem.
$BTC

Ark Invest's recent operations are quite interesting! Cathie Wood truly deserves the title of the queen of tech investment. Recently, she significantly increased her holdings in Circle, Bitmine, and Bullish, investing a total of over $21.65 million. This is not just a casual play, but rather a strategic layout.

You see, Bitcoin is currently standing above $78,000, having risen more than 3% in the last 24 hours, and technical indicators also show that buying pressure is still present. But Cathie is smarter; she didn't go all-in on Bitcoin directly, but chose to invest in cryptocurrency infrastructure stocks—Circle, which produces the stablecoin USDC, Bitmine, a giant in mining machines, and Bullish, a trading platform.

It's similar to the internet bubble era when the most profitable companies weren't those .com firms, but rather the infrastructure providers like Cisco and Intel. Cathie is clearly betting on the long-term development of the entire crypto ecosystem, rather than just speculating on the price fluctuations of coins.

She previously mentioned that the rise in gold could indicate a Bitcoin bull market, and now it seems she truly had foresight. A rise in gold usually means the market is seeking safety, but Bitcoin, as 'digital gold', can attract even more capital. This strategic thinking is very much in line with Wood's style—she doesn't chase trends but instead positions herself for the next big trend in advance.
#加密市场回调
$BTC

The Bitcoin roller coaster market, huh? The current price is hovering around $77,900, which has indeed dropped a bit from the highs a few days ago.

From a technical perspective, it's quite interesting — the 24-hour low has already touched $75,471, just a breath away from the key support at $75,000. The RSI indicator is now around 56, not considered overbought or oversold, in a relatively neutral state. The Bollinger Bands show the price struggling near the middle band, indicating that the market is choosing a direction.

Personally, I think it's really hard to say whether we can hold $75,000 in the coming week. On one hand, market sentiment is relatively stable, without panic selling; but on the other hand, this recent downward trend has indeed put some pressure on the bulls. The key will be whether we can form effective support in the range of $75,000-$76,000.

If it really breaks below $75,000, the next important support might be around $72,000. However, it must be said that the cryptocurrency market is highly volatile, and any sudden news can cause the market to reverse instantly. So don't blindly chase shorts, and don't rush to catch the bottom; managing your position size is the key.
#加密市场回调
$BTC

The market after the non-farm data is quite interesting. Bitcoin is now $77,433, down 1.92% in the last 24 hours, and Ethereum is also fluctuating slightly. It feels like the market is still digesting the data, with not too much of a dramatic reaction.

From the data, it seems that after the non-farm release, funds have indeed become a bit cautious, with Bitcoin oscillating between $77k and $79k, and trading volume is not particularly active. Technical indicators show the RSI around 50, which is a neutral position, indicating that both bulls and bears are watching.

As for precious metals, there are currently no obvious signs of significant capital inflow. Sometimes gold and Bitcoin can offset each other, but this time it seems that there isn't particularly strong risk aversion driving movement. The market may be more focused on the Federal Reserve's future interest rate direction, as the non-farm data is just one reference point.

Overall, this non-farm data has not caused much of a ripple, with cryptocurrencies and precious metals remaining relatively stable. However, this calmness is often a prelude to significant movements, so it's worth keeping an eye on. What does everyone think? Which direction do you feel will break through next?
#BTC何时反弹？
$BTC

A few days ago, there was a giant whale moving assets, swapping over 9 million dollars of WBTC for WETH. I dug into his previous operations and found that this guy really knows his stuff.

This isn't the first time he's done this. In his last operation, he made a profit of 6.45%, just testing the waters. This time it's even more aggressive, directly pocketing a profit of 810,000 dollars. This is not luck; he clearly timed it perfectly.

I thought about it, and the signals behind his two asset swaps are quite consistent: he might be betting that the ETH/BTC exchange rate is going to strengthen. Simply put, he thinks that Ethereum's performance might outshine Bitcoin's in the near future.

Think about it, why rush to swap 'digital gold' for 'eco fuel'? It's likely because he sees some potential catalysts. For example, expectations for Ethereum's ETF are getting stronger, the ecosystem's activity after the Cancun upgrade, and all those Layer 2 projects are on the brink of explosion. With these factors combined, ETH is very likely to enter its own independent market phase.

This big player's operations give me the impression that: in the short term, he may be optimistic about the overall market warming up, but in the medium to long term, he is betting on the explosion of the Ethereum ecosystem. He's not just trading coins; he seems to be laying out the infrastructure for the next cycle.

Of course, copying a whale's operations is not easy, but his thinking is worth referencing. If you also believe that DeFi, NFT, and Layer 2 will continue to hit new highs, then paying attention to whether the ETH/BTC exchange rate will break past its previous high is a very interesting observation point. #牛马人生
$BTC

RailsX has only been online for two days, and it's already causing a stir in the Bitcoin community! I dug into the data, and it's really quite interesting—the Lightning Network has been operating like it's on steroids in the last 48 hours.

The transaction volume of Bitcoin through the Lightning Network has increased by about 40%, while stablecoins are even more exaggerated, almost doubling! What surprised me the most is that when the mainnet was congested, the transfer fees were painfully high, but now it's surprisingly much smoother. The Lightning Network is like giving Bitcoin a "VIP fast lane," diverting small transactions away, which naturally reduces the pressure on the mainnet.

But to be honest, this is just the beginning. Although the congestion has temporarily eased, if it is to be used on a large scale, we must see the long-term performance. But at least for now, it seems that RailsX's operations have indeed shown us another possibility for Bitcoin expansion—without having to wait for a mainnet upgrade, we can rely on layer two networks to alleviate urgent needs.

What do you think? Does this mean that transferring Bitcoin in the future could be as convenient as sending a WeChat red envelope? #美国PPI数据高于预期
$BTC

"Happy Kingdom" has made a big move in the crypto world! I've heard that their government has been quietly transferring Bitcoin to QCP Capital, which is quite interesting, so let's chat about it.

Although there aren't many specific details, just think about it: when a national government operates this way, it surely isn't just for fun. I guess this might be their asset allocation strategy—transferring some of the Bitcoin in the national treasury to be managed by a professional institution, which can earn some returns while reducing the risks of self-custody. After all, QCP is a well-known crypto trading company in Asia, and professionals handle professional matters.

What makes this ongoing transfer intriguing are the underlying patterns. If it's a regular and fixed amount, it could be a planned asset restructuring; if it's based on market peaks, it might be cashing out at high points. But with limited information right now, I can't draw any conclusions.

As for the impact on the market, it depends on the volume. If it's just minor activities, it might not make much of a splash; but if the volume is large, it deserves attention—on one hand, it may bring selling pressure to the market, while on the other hand, it indicates that institutional acceptance is increasing. And think about it, if even the government is doing this, doesn't it suggest that cryptocurrencies are being taken more seriously by the traditional financial world?

However, let's not get too excited as retail investors. The big players have their logic in their operations, and we still need to follow our own rhythm and not get swayed by such news. The market is always full of stories; what we lack is our own judgment! #牛马人生
$BTC