ShanghaoJin

BN alpha的币你们就这刷对吧？一天交易量40亿拉一条横线

都去刷币安积分，等着领空投。你们有没有想过，为了拿回那点点交易手续费。韭菜们就在最接近现价的地方挂了10m的U和币的柱子

现在币安Alpha玩法就是引诱你们刷、添池子。然后一把清

敢在dex上做小币maker不就是韭菜么🤣

O círculo em si é uma simples arbitragem regulatória, a licença de stablecoin também pode ajudá-lo a conquistar participação de mercado

Essencialmente: investimento 1:1 em títulos do governo americano/fundos de mercado monetário, mas sem pagar juros

A "fundos de mercado monetário" de stablecoin não cria liquidez adicional dentro do sistema, nem ajuda alguém a contornar a regulação financeira existente para comprar ativos

I think since Trump wants to spend money, the noise will eventually go through. A few views:

1. Dollar debt and leverage are the foundation of global finance.

Just like the underlying system of Windows is C language, any language derived above cannot replace the underlying system. Euro, Renminbi, and BTC cannot do it.

The foundation of the dollar is US debt, so no matter how much debt the US takes on, there will never be a credit problem.

2. Austerity is definitely not a solution.

Austerity leads to recession, and recession brings a series of other problems.

I even suspect that the feud between Elon and Trump is just about "unequal distribution of spoils." Trump has too great a desire for power, exposure, and benefits, unwilling to share. Meanwhile, Elon uses the "righteous" moral high ground of Doge to attack.

However, with Doge completely stalled, the market has eliminated the biggest medium-term risk.

A person addicted to drugs can never quit on their own;

A country cannot get out of deficit through saving,

Once the debt cycle starts rolling, it will never stop.

3. Even purely from a debt perspective, the overall situation in the US is far better than that of East Asia, Europe, and Japan (Germany cannot be used as an isolated comparison).

On the other hand, loose fiscal policy, avoiding austerity and recession, will also improve US household balance sheets and corporate earnings.

4. The leap from monetary cycle to fiscal cycle.

The debt cycle is not only in the US but is also spreading globally on a larger scale.

We see China's doomsday self-rescue, and Germany is also experiencing new fiscal spending. The difference from the monetary cycle is:

A. The effects of fiscal spending are more immediate and easier to translate into inflation.

B. The demand for funds and the supply of debt will also keep interest rates at a higher level.

The US will continue the fiscal cycle that began with the pandemic, and the impact on the market can be referenced to China after 2008. In this wave of irresponsible global spending, we will certainly see many countries and regions facing fiscal and monetary crises, mixed with cyclical inflation.

Investment choices; assets with profits and growth in this cyclical direction are superior to value-storing assets (high-interest value-storing assets will all have negative carry).

Veja o volume líquido de compra acumulado dos futuros de BTC da Binance no último ano, vocês entendem qual jogo é esse que se joga com BTC? Spot e futuros, um pé em cada lado

Quem entende, entende; quem não entende, não vale a pena explicar.