Margeret Chihak s0fp

#加密市场观察
Emotions are improving, but it's not yet time for a full takeoff.

1️⃣ Market sentiment is clearly warming up
Recently, retail investors have been buying more actively, combined with some major institutions continuing to invest real money in BTC, people are starting to believe that 'there is still room for an increase.'

2️⃣ $93,000 is a key position
There is considerable selling pressure and shorts in the range of $90k–$93k, and there are reasons why it can't move higher. However, conversely, if the shorts are forced to cover, it could also become fuel for an upward surge.

3️⃣ More like a rebound, rather than a new bull cycle
It feels more like: sentiment recovery + institutional support + technical rebound. But we haven't seen strong enough 'new bull market initiation signals,' such as sustained large-scale capital inflows or a clearly loosening macro environment.

👉 BTC has the opportunity to test $93k, but the process will definitely not be smooth.
👉 This is a phase opportunity, not a 'bull market starting point' where one can invest recklessly.

Suitable for
Monitoring risk controls, observing trading volumes, and waiting for confirmation signals in such a market.

#比特币vs代币化黄金

CFTC announced: BTC and ETH's 'spot' can be traded on regulated exchanges in the United States under a compliance framework.

This means that BTC / ETH is no longer just in the gray area of 'private trading + overseas platforms,' but has gained a legitimate identity and regulatory structure similar to commodities.

Formal entry channels are opened for institutions (pension funds, hedge funds, banks, etc.) — they can buy and sell BTC / ETH, provide custody, and have transparent pricing just like traditional commodities/assets.

There are three potential significant impacts on the market:

Liquidity ↑, volatility ↓ — due to more institutions + deeper market participants + formal exchanges entering the market.

Benchmarking against 'commodities like gold' — just like gold became a globally recognized asset after entering the formal futures market in the 1970s, BTC/ETH is likely to move towards a similar institutionalized, long-term allocation path.

The 'legalization + mainstreaming' of crypto assets — for the entire crypto industry, this is a dual recognition signal from regulators + the market, helping to push more institutions and mainstream capital to enter.

In summary: this approval may be a significant turning point from 'cryptocurrency → mainstream asset class.'

📊 An interesting signal:

The liveliness metric of Bitcoin is still on the rise.

In simple terms—
Old coins are moving, newcomers are entering, and the chain is starting to become "active."

👉 This bull market is likely not over yet.

Of course, no one can guarantee whether there will be a short-term pullback, but from on-chain data, it does not look like the end of a bull market; it feels more like "handovers + prolonging life."

#BTC走势分析 #Bitcoin #加密市场回调
#链上数据

#美联储重启降息步伐
#美国PCE通胀放缓 September PCE consumer spending slows

In September 2025, U.S. consumer spending rose only 0.3%, a slowdown compared to previous rates.
Although overall spending is still increasing, this 'slowdown' is dragged down by a weak job market and rising living costs, significantly pressuring the spending of middle- and low-income households.
High-income households continue to maintain consumption growth, which to some extent relies on the wealth effect — the rise of the stock market allows some affluent individuals to continue spending/investing.
Overall, this reveals a
'serious divergence + demand contraction' structural trend — posing potential pressure on economic growth and consumption support.

📣 My view — Crypto & digital assets as 'structural hedge + medium- to long-term layout' (not investment advice)

Current U.S. consumption data and economic structure are driving capital from 'consumption + real economy' to 'liquid assets + risk assets + scarce assets'.

For institutions/long-term investors/those with asset allocation needs, crypto + scarce assets + diversified asset allocation may be a better choice in the face of structural economic changes — especially when traditional consumption/real economy faces consumption weakness and divergence risks.

In other words: this is not only a macroeconomic warning but also may become a window for mid-term revaluation + value discovery of crypto/digital assets.

#加密市场观察

🇺🇸 The latest data shows that the number of initial unemployment claims in the U.S. fell to 191,000 this week — a three-year low. At first glance, the labor market appears stable, but private sector employment is still contracting, with weak hiring.

This may represent a new norm of 'no-hire, no-fire': the unemployment rate hasn't surged dramatically, but job opportunities are also limited. For policymakers and investors, it's time to seriously consider 'stability + defense — + diversified allocation'.

#比特币vs代币化黄金

Q4 new capital inflow for BTC reached 732 billion USD, indicating a significant influx of new capital into the market.

By the end of 2025, we are witnessing the gradual formation of a 'mature crypto market structure' — rather than just the traditional 'bull/bear market' cycle.

🔹 Institutional/capital dominance + liquidity & volatility stabilization: The 732 billion USD of new capital inflow + declining volatility indicates that this round of 'capital entry' is more about asset allocation/reserves rather than short-term speculation. This is a major positive for industry stability and confidence.

🔹 On-chain and off-chain infrastructures coexist, but on-chain remains the main force: Even as more funds flow through off-chain channels like ETFs and brokers, Bitcoin + stablecoins' dominant position in on-chain settlement and value transfer remains unshaken. This indicates that the role of 'value bearer + liquidity anchor' on-chain is still solid.

🔹 RWA + crypto hybrid systems are gradually taking shape: The expansion of tokenized asset scale suggests that traditional assets (such as bonds, real estate, commodities, etc.) are entering the crypto ecosystem in the form of 'on-chain assets.' This will lead to broader asset allocation choices and may significantly alter the structure of crypto assets — no longer just 'coin vs coin,' but a new financial structure coexisting of 'traditional assets + crypto assets + hybrid assets.'

🔹 Long-term holding + portfolio allocation may become mainstream: Given the increased market depth, declining volatility, and improved infrastructure, I believe that more and more institutions/high-net-worth investors will choose a combination of 'low volatility + strong liquidity + multi-asset allocation' — for example, a mix of BTC + RWA token + stablecoins/traditional assets. Such a configuration is expected to find a balance between 'risk vs return vs stability.'

#带单跟单 #TRADOOR #TON
Pure "meat-eating" operation! Perfect overnight trading.

Ambushed in at 7:30 PM, decisively took profits before 4 AM.
Made over
$2000.
Entered at 5.2, exited at 5.9, hard-earned 13% increase. Ran fast in the early morning, didn't get greedy; once this coin pulls back, it can give back all the profits, "cashing in for peace of mind"!

What is TRADOOR?
The beloved child of the TON ecosystem.
It is the DEX token on the TON chain. This thing belongs to the "strong speculation coin", highly volatile, explosive power but can drop hard too.

Accurately grasp its rise linked to the TON ecosystem. Quick in and out, only doing trading without falling in love.

Come to my trading page, I'll take you to make money and take off
#500u #12月挑战到10000U

#币安区块链周

BBW 2025 has ended, and the biggest impression is: Crypto is becoming more and more like Wall Street.

Michael Saylor has arrived, and the leading lady has become Co-CEO. Instead of talking about disruption, everyone is discussing 'integration' and RWA. This indicates that the 'marginal experiments' have ended, and mainstreaming has begun.

What does this mean for retail investors? It means that the days of blindly investing in meme coins for profit are becoming difficult. Future alpha will be found in compliant projects and real-world applications. Don't be fooled by PPT; focus on implementation, data, and compliance.

#BBW2025 #Dubai #YiHe #Web3

#加密市场观察
The start of December has not been smooth for the stock market, but "CryptoTreasury Companies" are becoming the leaders of market recovery!🐂

🔍 Key Highlights:

1️⃣ Main Force of Rebound: Led by MicroStrategy (MSTR), companies like MARA and Coinbase that hold a large amount of Bitcoin or are closely related to the business have quickly rebounded after a brief sell-off and are leading the market in gains.

2️⃣ Confidence Anchor: Although Bitcoin prices fluctuate between $84,000 and $91,000, institutions have not retreated. MSTR continues to increase its holdings (currently holding about 650,000 BTC), injecting strong confidence into the market.

3️⃣ New Trend: The link between the stock market and the cryptocurrency world is becoming deeper. Traditional investors are starting to view these "Bitcoin concept stocks" as high beta liquidity proxy indicators — if the crypto market is stable, then tech growth stocks are also stable.

💡 My Viewpoint:
This further confirms that the "Bitcoin Standard" is solidifying its position on corporate balance sheets. When market panic occurs, companies with quality hard assets (BTC) demonstrate stronger resilience. This is not just a rebound; it is capital voting with its feet!💸

Starting from March #跟单带单 12, for two weeks, challenge 500U-10000U

#加密市场回调

This week, BTC experienced a rapid decline — the monthly line closed at around $85,000, market liquidity is tight, and the market sentiment is: returning to $50,000 is 'inevitable'.

'50k is inevitable. Be ready to buy.'
Another group of technical analysts warns that bear market predictors mention the long-term possibility of dropping to over $40,000.

At the same time, some believe: the current rebound of BTC may just be a typical 'dead-cat bounce', and does not represent the onset of a bull market. If BTC fails to return to the $88,000-$89,000 range, it may continue to decline; even there are those who are 'steady'.

My view:
This '50K' assertion actually reflects more of the market's concern about the sudden loss of liquidity and panic selling. If market sentiment continues to worsen with the macro environment — such as liquidity tightening, interest rates/inflation being unfavorable, and a strong dollar — BTC could indeed face a significant pullback.

However — considering that the current number of stablecoins has reached a new high, and there is ample 'dry powder', once market confidence is regained, a large amount of 'spare cash + stablecoins' may become the engine for a rebound. If macroeconomic/liquidity conditions improve, BTC may stabilize or even rebound.

In short: Currently, BTC is more like at a 'high risk + high potential' crossroads — if one bets right on the macro rhythm, there is an opportunity, but if wrong, it may also return to previous lows.