#GM A beautiful day starts with the rise of cryptocurrency 🚀 Bitcoin strongly breaks through $73,000, triggering nearly $460 million in short liquidations 💥 • Fed rate cut expectations stimulate market rebound 📉➡️📈 • Investment institutions say on-chain finance has arrived early 🔗💳 • US tech stocks drive a recovery in risk assets 📊🔥 #比特币
Through this incident in Iran, I have realized. For a small country to thrive in this world, three conditions must be met. First, it must border rabbits and big geese, maintaining a close relationship with them. Second, one should not be greedy, looking at both the bowl and the pot, being double-faced and self-smart to reap benefits, only to turn around and change face. Third, if you are allowed at the table, you eat; if not, do not force your way towards the big shots. Why is no one stepping in to help Iran? Because Iran does not touch any of these! Iran is currently a typical case of being both weak and pretentious; the big geese are also poor but at least they put in effort. Those in the Middle East reliant on Iran are ultimately beaten, and Iran has never lent a hand. At least the big geese can fight for themselves; two years ago, when Assad was attacked, if the government forces had been a bit more capable, they wouldn't have fallen. The big geese genuinely helped Assad bomb Zhulani, but when the Russians hit, you waited for your government forces to come and fight, yet you, instead, fled first. A few years ago, when Armenia and Azerbaijan fought, in the end, the Russians sent troops to help Armenia hold on to Nagorno-Karabakh. Armenia leaned towards the Eagles, and the Russians didn’t intervene, leading to them being directly beaten out by Azerbaijan. As long as the interests are sufficient, the Russians will indeed step in; Iran can just laugh at the joke, and those associated with it are doomed. Don’t be fooled by Iran's strong attacks on the Eagles' bases; in reality, it is strong on the outside but weak on the inside. Deep down, it has long been shouting: "I'm not in it, I'm not in it!"
This time Bitcoin fell sharply after the Federal Reserve's interest rate cut cycle and the end of QT, which indeed looks "abnormal", but actually conforms to market rules:
1. Good news has been priced in advance: The end of QT at the end of 2025 + expectations of multiple interest rate cuts have already driven up prices (BTC once exceeded $126,000), and after the actual implementation, there is a lack of new catalysts, leading to profit-taking. 2. Leverage liquidation chain reaction: Rapid liquidation of February futures positions, combined with the pullback of growth stocks, led to panic selling. 3. New macro variables: Strong employment data reduces the probability of a rate cut in March; Trump's 15% tariff plan has caused global uncertainty, leading to a broad decline in risk assets (BTC fell more than 5% yesterday). 4. Historical cycle norm: There are often pullbacks after halving, and it is also very common for early whales to reduce holdings in batches, so there is no need to over-interpret it as a "consensus collapse".
Short-term pressure, but long-term BTC liquidity + adoption rate is still upward. Just continue to observe on-chain and macro data.
Because the last task is 4 times the third task. Doing three also deducts 5 points.
币币通666
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It seems that due to the run out of the fourth task, not many people are doing the op booster now, and there are still 33,000 spots left for the third task. Looking at the rules, the number of people has not been exhausted and is evenly distributed. This means that the current 1.2 million coins are divided among 46,000 people. Assuming that 50,000 people complete it in the end, each person can receive 24 coins. The amount has increased again. Those who finished before all tasks had spots available are lucky, as a total of about 70 coins can be claimed now, with a pre-market value of 0.7 being worth 50u, not bad, not bad. Of course, there are projects with vision besides op, including xpl@Plasma , which is a rare project that rewards the top 500 creators in the square creator activity. As long as you write a few serious articles, getting into the top 500 shouldn't be a problem for #plasma $XPL .
You haven't even finished this, and you call it maid level.
天问在香港
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Booster Task Tutorial
Requires a threshold of 61 points, the event deducts 5 points. I forwarded it but got no response, it hasn't been updated, probably the server is overloaded again, is Long Er that bad?
Task 1️⃣ and 2️⃣ are to follow and retweet on Twitter. Task 3️⃣ choose an event, just buy 5U, you can choose a result with a nearby date, something with strong certainty, like whether Satoshi Nakamoto will sell coins, definitely won't sell. Task 4️⃣ redo Task 3 a few times, for example, buy 3 times and sell 2 times, or buy 4 times and sell 1 time, totaling about 3U of wear, both buying and selling count.
Tip: IPs from mainland and Hong Kong are not allowed, it is said that changing the ladder to Japan works, but I can't select Japan here, so I choose to give up. The deducted 5 points will be returned within 48 hours, let's wait and see. #booster任务 tutorial #booster任务 #opinion
🧠This drop in BTC is really not because 'Bitcoin is bad,' but because the macro environment is tightening. #Bitcoin #Macro 💸Interest rate cuts aren't coming that quickly = money is more expensive = funds will first sell off volatile assets (stocks/crypto). #InterestRates #RiskAppetite 🎯So BTC is first treated as a 'risk asset' for liquidation, rather than being held as a 'safe-haven asset.' #MarketSentiment #DigitalGold
Once, my likes, comments, and shares on reading were higher than some people's, but others were in the top 100, and I was not. After consulting, I was told that my quality was not as good as others. What standard is there for this? I'm done playing.
美丽动人漂亮的mum
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Brothers and sisters, I just calculated how much one can earn in a month as a creator at Binance Square. Let's start with the conclusion: the monthly earnings can reach several thousand dollars, which is several times the alpha earnings. So let's calculate it:
First, USDD issued 500u, while some people issued 800u. Dusk has also issued at least 800u this month, because Dusk has been driving the market, truly commendable. Lista, with limited spots, averages 800u per person. Now there is XPL, averaging 500u per person. There's also @Vanar , averaging 500u per person. So in total, that's 500+800+800+500+500=3100u. Wow, I didn't realize until I calculated it, it's shockingly high at 3100u! So everyone should participate early, it's not too competitive yet. Don't wait until it’s like alpha, or there won't be any meat left to eat. It's essential to participate actively. As long as you consistently post every day, there’s a high probability of making it onto the leaderboard, so brothers and sisters must take this seriously. #vanar $VANRY
The Federal Reserve FOMC decision has been made! The interest rate remains unchanged at 3.50%-3.75% as expected, ending the three consecutive rate cuts in 2025. There was a split in the 10:2 vote, with two officials advocating for a 25 basis point cut.
Powell sends a hawkish signal: there is no rush to cut rates, only considering easing when the labor market is weak, with a significant reduction in the probability of rate cuts before June! The market is pricing in an 89% chance that the rates will remain unchanged in March. Bitcoin is under short-term pressure, dipping below $89,000, and then rebounding to around $89,200, temporarily holding the critical range of $88,000-$90,000! $BTC The results of the Federal Reserve's vote this time are quite interesting. Milano and Waller voted against, which indeed reflects the influence of Trump's camp, but the 7:2 ratio shows that Powell has still managed to stabilize the overall situation.
From the perspective of the crypto market, not cutting rates may put pressure on Bitcoin in the short term, as liquidity tightens. However, this also means that the Federal Reserve still has concerns about inflation, which may lead institutions to prefer allocating to Bitcoin as an inflation-hedging asset.
Do you remember the year 2020? At that time, gold surged to a new high, while Bitcoin struggled below its previous high. What happened next? Once the gold rally slowed, Bitcoin began its legendary surge.
This script is repeating itself again.
Gold has reached a new historical high today, with an increase of over 70%, while Bitcoin is still around $88,000, 30% lower than its October peak.
Looking back at this year's macro data: the Federal Reserve has cut interest rates 3 times, the Treasury is buying $40 billion in government bonds each month, global money supply has reached a historical high, and liquidity is returning.
The question is, where has the money gone? The answer is, as in the previous two cycles, it first went to gold.
Current data shows that gold is severely overbought, and the space for further acceleration in the short term is narrowing. Once funds start to shift from gold to other assets, Bitcoin's price elasticity will be very large.
After all, gold's market capitalization is about $31 trillion, while Bitcoin's is only $1.75 trillion. Even if, in the next 5 years, Bitcoin's market capitalization only reaches 30% of gold's, the corresponding unit price will be around $450,000.
History does not repeat itself exactly, but it often rhymes. Will this time be an exception?
If Powell emphasizes inflation risks, it may suppress interest rate cut expectations and put pressure on risk assets; conversely, if he suggests that pausing interest rate cuts is temporary and opens the door for resuming rate cuts in the coming months, it could boost risk assets like Bitcoin. Moreover, if officials appointed by Trump cast dissenting votes on the decision to maintain interest rates, it may strengthen the market's expectations for future easing policies.
The core of market attention is whether this pause in interest rate cuts will be interpreted as a 'hawkish pause' or a 'dovish pause.' If Powell emphasizes inflation risks, it may dampen rate cut expectations and put pressure on risk assets; conversely, if he suggests that the pause in rate cuts is temporary and opens the door for restoring rate cuts in the coming months, it may boost risk assets such as Bitcoin. Additionally, if officials appointed by Trump cast dissenting votes on the decision to maintain interest rates.
- Bitcoin is strongly correlated with leverage, and Japan's "carry trade" is the current decisive factor. An increase in Japanese interest rates or a surge in Japanese government bond yields will affect leverage costs. - Therefore, as the most liquid asset, Bitcoin is directly impacted. - When will Bitcoin rise again? It will shine when Japanese government bond yields decrease and the Federal Reserve lowers interest rates.
Trump announces that the U.S. government will never sell Bitcoin, and this policy shift is worth pondering.
In recent years, the U.S. government has sold tens of thousands of BTC, missing out on billions of dollars in value growth. Now suddenly shifting to a HODLer strategy, the underlying macro considerations are not simple.
Can a government-level "never sell" commitment be fulfilled? The continuity of policies is often influenced by political cycles, and the market needs to maintain rational expectations #Bitcoin #Crypto
Pantera Capital expects that the crypto asset corporate treasury will undergo a 'brutal reshuffling' in 2026. According to reports by Wu, the allocation of core assets such as Bitcoin and Ethereum will be concentrated in a few of the most financially powerful companies. The remaining medium and small treasuries may be acquired or eliminated.