One minute reveal: On-chain analysis finds the dealer of $TRUMP!!!
Let's take a look at the chip distribution and super-large investors' actions behind it! 🧵It took me 5 hours to sort it out. You may know after reading it. Do you want to sell? The market maker for $TRUMP is Wintermute! First of all, $TRUMP was sent from 10:00 on January 19th So we started watching from that day I divide the on-chain analysis into 5 dimensions based on the chip distribution 1. Coin holding address analysis 2. Behavioral Economics 3. Smart Contracts 4. Analysis of Top 3 Profitable Addresses 5. Top 3 holder address analysis Let’s start with “Coin Holding Address Analysis” to see what it looks like: 1. Analysis of Coin Holding Addresses
Is 6.95 USDT not appealing? Why are some people selling?
In fact, buying USDT to exchange for USD and then converting it into RMB can earn a 2% profit!
Many people attribute the reason to: the latest policy issues.
Maybe, but I think this is definitely not the main reason.
Imagine, strict control over OTC and C2C withdrawals, this is when it forces people in the crypto space to make a choice: to hold USDT or RMB in the future.
At this time, if one predicts a big bull market in the crypto space, then the number of people permanently holding USDT will continue to increase, and some may even continue to buy USDT; at this point, if you don’t buy now, you won’t be able to buy later, and the price of USDT will actually rise.
The reality is that most players in the crypto space are voting with their feet, choosing to convert USDT to RMB, and even at a discount, they want to escape, which shows that most people have no confidence in the 90,000 BTC and are clearly in favor of continuing the bear market.
In other words, we are far from the bottom of the crypto market.
Finally, let me share my thoughts: so when will it actually hit the bottom? My thought is that when several crypto vaults can't stand it anymore and all have to cut losses and exit, that’s when the cycle bottom will appear. So do not try to catch the bottom anymore; entering the market now equals paying for the ancient profit-takers.
Check your wallet! Don't miss this sAID second season airdrop.
Don't forget the sAID airdrop, it's the easiest one ever! Super simple, check your wallet, as long as there is USDC in the wallet, you can participate! The event has already started, and the end time is January 31. Later, I've written a tutorial for everyone to refer to, with a total of two steps: USDC1: 1 converts to AID, and then exchange AID for sAID for mining, and at maturity, you can receive project token rewards! In the first season before, I received 1005 rewards, let me show everyone, the opening was about 300U:
Next, let me write down the specific operation steps for everyone: Step 1: Go to the GAIB official website and enter AID ALPHA.
Brothers! Good news is here! $GAIB just started a super rebound!
From the lowest point of 0.045, it shot up to 0.078, almost doubling!
Two main points of super positive news:
On one hand, the project team of @GAIB AI completed the function of converting AID to USDC on the 22nd!
On the other hand, the Binance contract, which was previously delayed, is very likely to go live normally!
The funds are very obvious, starting from around 9:00 PM tonight, they're pouring in aggressively, with the VC cost at 0.1!!! And now at 0.078, still below the cost price, it feels like there's still room!
Many brothers don't know about $GAIB , let me explain briefly:
GAIB is an AiFi financial platform that converts GPU earnings into on-chain dollar products (AID), centering on AID and the incentive-enhanced version sAID!
To put it bluntly: this project collects the computing power of your idle graphics cards at home, forms a large pool, and then rents it out to companies training AI models. You contribute computing power and receive token rewards; the project team sells computing power and makes real money; AI companies use cheap resources and save a lot of expenses.
Its core products are AID and sAID. AID is a synthetic dollar stablecoin, backed by a mix of U.S. Treasury bonds and GPU earnings, providing settlement tools for the ecosystem, supporting staking to generate sAID, and participating in DeFi, etc. sAID is the incentive-enhanced version of AID, which adds incentives such as points and airdrops, but has a 14-day unlocking period, and its semi-lockup attribute reduces short-term sell-off risks, making the market more receptive to its incentive structure. #Gaib
My goodness! $LAYER contract fee has dropped to -1.72%!!! Currently, the negative fee for the contract is the highest! This cryptocurrency is definitely bearish, but I suggest opening a short position tomorrow! Currently, settlements occur every four hours, and based on my experience, we haven't reached the peak yet, so brothers in the short camp should wait a bit before proceeding! It will soon adjust to a 2-hour cycle, and I estimate that it will be close to the peak tomorrow; entering a short position now might just be fuel!
In May this year, I participated in mining $GAIB ,
Today I checked a large account and received a total of 1005 airdrops,
At the latest price, it's worth about 200U.
Let me introduce two ways to get $GAIB for free:
The first way is to stake stablecoins for mining through the official website @GAIB AI , where the project party will distribute tokens to the staked accounts, similar to interest rewards.
The second way is to rent out your GPU computing power and other underlying hardware to earn token rewards, even if you have extra gaming GPUs at home, you can still participate.
What exactly is GAIB doing?
GAIB is building the economic layer of AI infrastructure, simply put, it transforms scarce GPU computing power and AI hardware in the real world into on-chain assets (this is the underlying logic of the project).
Additionally, AID and sAID are the core of GAIB, not that token.
AID is like the income-generating version of sDAI in MakerDAO, supported by US Treasury bonds and GPU earnings, it's GAIB's 'dollar engine'; sAID is the upgraded incentive version of AID.
If AID is stable, GAIB is stable. GAIB turns GPU earnings into dollar products, which is different from Aethir and more like the AiFi financial layer, competing with MakerDAO and Ethena. In the short term, the supply is low, leading to potential volatility; in the medium term, focus on earnings, incentives, and transparency; in the long term, consider the strength of the project team. #Gaib
Leading the repurchase concept: $ASTER , the reason is simple, the project party is really buying back with real money! It's comparable to the strength of stock buybacks in the US! Expect to see 2u.
Leading the privacy track: $ZEC , this one occupies a certain degree of the halo in the privacy track, and after Chen Zhi's incident, a considerable amount of gray market might have shifted here.
At this stage, after observation, only these two stocks can be played with; others like $DASH are just following ZEC, and engaging in trading with them doesn't have much significance.
$ASTER This coin is suitable for buying below the BOLL and selling above the BOLL. Use quantitative trading to make 6 out of 7 trades profitable in one night, with about 2 points per trade. The key is to continue to be optimistic about the future market and to build some base positions to keep trading.
Satoshi Nakamoto designed $BTC , to resist the excessive money issuance by the US government, to respond to the financial crisis, and now, the US stock market is down 1% and $BTC is down 10%. Ultimately, the core reason is that Wall Street is too powerful, and it directly uses BTC as a reserve, turning something that was originally decentralized into something centralized, and transforming BTC into a financial derivative.
Every time Binance has a KOL training session, there is a major crash in the crypto market, $BTC big dip, undoubtedly, tomorrow Binance KOL training class starts, the plunge starts tonight, really, 50 times shorting has occurred $ETH
$ZK $DASH Two privacy concepts have just been launched, brothers keep up! Chen Zhi's 120,000 BTC can be considered as adding a new privacy concept to the crypto world.
Terrifying! Recently, several events viewed together:
① The People's Bank of China is hoarding gold at a high level;
② Reiterating the policy stance on combating virtual currency operations;
③ The China-Saudi Arabia-U.S. triangle is digesting U.S. Treasury bonds, continuously reducing holdings.
Analyzing this: The motivation behind these three events is that the People's Bank of China should be preparing for the impending U.S. debt bankruptcy issue, actively decoupling financially and isolating risks.
Currently, whether it is USDT or USDC, the underlying assets are U.S. Treasury bonds, with a current scale of 38 trillion, making repayment impossible; everyone should have this consensus. This means that the collapse of U.S. Treasury bonds at the price of $BTC will also collapse, not because Satoshi Nakamoto was wrong, but because the U.S. government has deeply anchored the price of BTC to the U.S. dollar. During the bloodbath, even stablecoins will be useless because you will find that USDT is backed by junk-rated U.S. bonds; this is even more exaggerated than the 2008 CDs, all are junk debt.
There is only one solution to this problem: @CZ @Yi He exchanges should stockpile gold in advance, issue gold-backed stablecoins according to the gold standard, then anchor BTC, and price BTC according to the gold standard, which is the only way for the crypto world to avoid the U.S. debt crisis; otherwise, all assets will collapse along with the U.S. Treasury bonds.
The Binance wallet's on-chain airdrop is still ongoing, The minimum amount on-chain is 0.01666 of $BNB , The maximum is 2.6666 of $BNB , Currently, it is still being distributed on-chain, so brothers who haven't received it shouldn't worry, everyone who used the wallet for bnbchain meme last week got some!
$BNB has broken the valuation logic of 1500, and I have explained it very clearly: US stock trading gas + bnb ecosystem + holder returns. In addition, let me update you on the latest developments: He Yi's updated target price for bnb is 2000, which is 500 more than mine, so I am conservative in my valuation.
币圈吕洞宾-小小投研家
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Tell everyone some good news, You can trade US stocks through bnbchain now, As a gas fee, This wave $BNB saw 1500U, In the future, it will be empty investment capital + on-chain US stock trading gas fee + company reserve fund pool, The three paths each account for 500U value
Tell everyone some good news, You can trade US stocks through bnbchain now, As a gas fee, This wave $BNB saw 1500U, In the future, it will be empty investment capital + on-chain US stock trading gas fee + company reserve fund pool, The three paths each account for 500U value