Automatic Promotion + Automatic Destruction: AIF wants to outsource "project operation" to AI
One of the biggest challenges in traditional projects is: Popularity relies on human shouting, traffic relies on spending money, and once it stops, it cools down.
$Aif has taken a relatively aggressive approach:
Delegating promotional work to AI: automatic account creation, automatic posting, automatic trend chasing;
Using the money from monetizing traffic for token buybacks + destruction, emphasizing "no issuance, reduced supply."
From the perspective of model design, it captures two current keywords: AI + Scarcity. However, we must also recognize a practical issue: The quality of content produced by AI and the sustainability of traffic monetization will directly affect how long this closed loop can run. For ordinary participants, a more rational stance is to: treat it as a high-volatility meme, first observe the actual results produced by the mechanism, and then discuss the long term. #Aif
TRM Labs' latest release, 'Global Crypto Policy Review and Outlook,' shows that the biggest consensus in regulation by 2025 is: stablecoins and institutional compliance—more and more countries are starting to issue licenses for stablecoins, setting capital thresholds, while also leaving a compliance channel for institutions participating in crypto.
This means that the narrative in the crypto industry is slowly shifting from 'regulatory risk' to 'regulatory dividends': those who can first understand the rules and complete their compliance transformation will have a better chance of capturing institutional funds later on. #加密监管观察
Canada's Big Banks Bet $273 Million on BTC via Indirect Routes
Recently, the National Bank of Canada purchased approximately 1.47 million shares of MicroStrategy stock, worth about $273 million, which indirectly allocates Bitcoin through the method of 'buying and holding company stocks'.
This indicates that traditional banks are also searching for their own paths to participation: they may not hold the coins directly, but they will treat Bitcoin as part of asset allocation through stocks, ETFs, and other means. For the crypto market, this type of 'indirect entry' of funds may be more stable than retail investor sentiment. #机构动向观察
Today, U.S. regulators took action again: the SEC has suspended the application of several institutions for 3x and 5x high-leverage cryptocurrency ETF plans, including well-known issuers like ProShares. The reason is that such products exceed the current 2x leverage limit in terms of risk and compliance.
In simple terms, regulators do not want "high-leverage cryptocurrency products" to enter mainstream investor accounts under the guise of ETFs. This is a blow to funds that want to leverage high leverage through ETFs, but it also indirectly confirms that the U.S. attitude towards cryptocurrency is shifting from "whether to accept it" to "to what extent to accept it and within what limits."
For ordinary investors, what really needs to be wary of may not be regulation, but their own obsession with leverage.
In recent days, while browsing the news, you may often see terms like "Dubai" and "Binance Blockchain Week." The UAE has invited national-level officials to take the stage and directly discuss digital economy and cryptocurrency regulation at the conference, making their stance very clear:
On one hand, they want to keep compliant exchanges and projects local with relatively clear rules;
On the other hand, they hope to enhance their voice in the global financial system through new tools like stablecoins and RWA.
Why was this year's event chosen to be held in Dubai? Because the city is trying to establish itself as a model city that is "Web3 friendly + has predictable regulation," which is also one of the reasons many projects and practitioners have been moving there over the past two years.
《Binance Announces Joint CEO Structure: He Yi Appointed Co-CEO》
Today, a significant piece of news in the industry: Binance announced that co-founder He Yi will serve as Co-CEO, forming a dual CEO structure with current CEO Richard Teng. The official statement indicates that this adjustment aims to further enhance efficiency in global compliance, business expansion, and user service, with Binance's user base approaching 300 million.
From an external perspective, this represents a new stage in which the exchange enters a deep binding of "founding team + professional managers," also signaling a commitment to continue growing and standardizing in the long term. For ordinary users, this may not immediately reflect in the price of cryptocurrencies in the short term, but the stability of the platform and long-term strategy will be more important observation points.
Traditional Giants Shift Attitude: Vanguard Opens Crypto ETF Trading
Today's noteworthy institutional news: the asset management giant Vanguard, with a global management scale of approximately $11 trillion, will allow clients to trade compliant cryptocurrency-related ETFs starting December 2nd. This is seen as a significant shift after its long-standing resistance to crypto assets.
This means that more traditional funds are indirectly entering the crypto market through 'regulated financial products', rather than directly buying coins. For the entire industry, this is another step in evolving from 'marginal speculative products' to 'asset allocation options'.
Short-term prices may not take off immediately, but in the medium to long term, the recognition of compliant tracks and leading assets will be elevated, and the 'entry point' for new funds will become clearer.
Today's hot topic on Binance Square #加密市场回调 actually reflects a normal correction after a rapid rise. Bitcoin has seen a short-term decline after reaching a new high, leading to a collective pullback of Ethereum and mainstream altcoins, resulting in a significant shrinkage of overall market value in a short period. Leverage funds have been concentrated and liquidated, and sentiment has quickly shifted from 'only talking about the bull market' to 'first, protect profits.' This round of correction has roughly three reasons: first, the macro environment has turned cautious, global risk assets are generally under pressure, and funds are retreating from high-risk markets; second, the previous gains were too large, and the technical indicators were obviously overbought, leading some institutions to take profits at high levels, actively creating a 'healthy reshuffle'; third, the leverage in the futures market has been long-term accumulated, and once prices turn around, the declines will be magnified, triggering a chain liquidation, further exacerbating volatility. For ordinary investors, a more important question is not 'why is the market falling,' but 'what should I do.' If one has a long-term positive outlook and a reasonable position, fluctuations of 10%–30% are mostly just a 'halftime break' in a bull market; but if one is fully invested and frequently chasing highs and cutting losses, every correction could turn into a disaster for the account. A correction is not the end of a bull market, but a process of chip turnover. Whether one can hold onto chips and optimize the position structure during fluctuations is more important than staring at the charts. The above content is only personal opinion and does not constitute any investment advice.
【Significant Positive News】 At the latest congressional hearing, Federal Reserve Chairman Powell made it clear that the Federal Reserve does not oppose U.S. banks providing services to cryptocurrency companies and investors, as long as they comply with existing risk management and consumer protection requirements. At the same time, the Federal Reserve has removed "reputational risk" from the bank regulatory manual, reducing the space for blanket refusals of crypto business due to "image issues." This means: Compliant banks can more boldly provide accounts, clearing, and custody services for exchanges, custodians, funds, etc.; The long-standing pressure of "de-banking" in the crypto industry is expected to ease, further connecting traditional finance with the crypto world; The compliant channels for institutional funds entering the crypto market are being officially confirmed, which will benefit the adoption and liquidity of mainstream assets like Bitcoin in the medium to long term. The regulators have not given a "red light" to crypto but have instead clarified the rules and provided a signal that it is "permissible." Do you think this is one of the key catalysts for the next round of market activity?
SUI has shown strong carbon characteristics in this round of bull market, performing brilliantly. But it has already concluded, and now we can see it is gradually entering a deep bear market. Be patient and start accumulating below 0.85. Only with an average cost price below 0.85 can the profits at the high point in the next bull market reach 4-5 times. $BNB $BTC $ETH
Market fluctuations are the norm, washing away impatience and leaving behind patience—those who can calmly focus on trends will eventually reap certain benefits. Price movements are never eternal, but those who are dedicated to opportunities will always find a market that matches their rhythm.