BruceXBT
Ex-GM of a Web3 VC; Ex-VC at Gaorong Ventures, ZhenFund; Researcher; Taoist.
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2026 Year of the Red Horse Global Macro Trends and Yi Theory Economic Forecast Report
Prologue: The Pendulum of the Era, the Neigh of the Red Horse
We are standing at a historical critical point. When the world's noise makes us feel confused about the future, the ancient wisdom of the East has long marked the next key node on the axis of time: 2026, the Year of the Red Horse.
This is not an ordinary year. In the cycle of the sixty Jiazi, it has been given a name of great deterrence: the Red Horse. Together with the following Year of the Red Sheep in 2027, it forms a cycle that has repeatedly stirred up immense waves in the long river of history: the Red Horse and Red Sheep Calamity.
We are standing at a historical critical point. When the world's noise makes us feel confused about the future, the ancient wisdom of the East has long marked the next key node on the axis of time: 2026, the Year of the Red Horse.
This is not an ordinary year. In the cycle of the sixty Jiazi, it has been given a name of great deterrence: the Red Horse. Together with the following Year of the Red Sheep in 2027, it forms a cycle that has repeatedly stirred up immense waves in the long river of history: the Red Horse and Red Sheep Calamity.
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The most important meeting in August - the Jackson Hole meeting will be held this Friday. Unlike the FOMC, it is not a formal process but a barometer for global markets. Therefore, I initiated a divination based on Powell's speaking time to see the impact on the market:
1️⃣ The tone is hawkish;
2️⃣ No early interest rate cuts;
3️⃣ BTC under short-term pressure, U.S. stocks experiencing fluctuations and corrections;
4️⃣ For detailed analysis, please refer to the chart, with the estimated time being 9 PM on August 19, 2025, at which point BTC price is around 115,500.
PS: The calculations are purely for entertainment, please do not take them seriously 🙏
#杰克逊霍尔会议 #加密市场回调 #山寨季何时到来？ $BTC $ETH $SOL
1️⃣ The tone is hawkish;
2️⃣ No early interest rate cuts;
3️⃣ BTC under short-term pressure, U.S. stocks experiencing fluctuations and corrections;
4️⃣ For detailed analysis, please refer to the chart, with the estimated time being 9 PM on August 19, 2025, at which point BTC price is around 115,500.
PS: The calculations are purely for entertainment, please do not take them seriously 🙏
#杰克逊霍尔会议 #加密市场回调 #山寨季何时到来？ $BTC $ETH $SOL
$ZAMA The founder is invincible
$BNB Everyone was rising when it suddenly crashed down😮💨
$ZAMA fraud project
$BTC fell more than the local dog
$BTC 6w see
$BNB The entire exchange only has BNB and SOL in the red 🙃
$SOL Originally, sol is about to reach 80 🤣
$BTC The pancake is falling more than the counterfeit...
$BNB Tonight, let's have some fun 666
$BNB It's time to go to 560
$BTC This happens every day, really no hope 🙃
$ZAMA Founder really embarrassing
$ETH 💩💩💩shit like ether
$BTC 💩💩💩a pancake as bad as shit
$BTC pancake is more rural than the local dog
$BTC 80000 seen
Silicon Valley's Immortal Chronicles: The Crazy Chinese Peptide Party
In the mansion of the Frontiner building in San Francisco, the party under the night is changing flavor.
There is no champagne tower and no drugs here. Accompanied by low-key party music, a group of tech elites is gathered around the table, skillfully mixing a white powder from China with sterile water, then injecting the needle into their abdomen.
This is not a drug use scene; this is Silicon Valley's latest social totem: the Peptide Party.
Extreme regulatory arbitrage: 1/10 of the price
Why are Silicon Valley elites scrambling for Chinese peptides? The core lies in extreme calculations of efficiency and cost. In the United States, legitimate GLP-1 drugs (glucagon-like peptide-1, such as Wegovy) are hard to come by and can cost over a thousand dollars a month. However, if purchased directly from Chinese factories through gray channels, the research-grade raw materials only cost between 10 to 100 dollars, a tenth of the legitimate price. Customs data corroborates this frenzy: in the first three quarters of 2025, the amount of such compounds imported by the United States from China doubled to 328 million dollars. Although it is labeled strictly forbidden for human use, it is precisely this that they see as a delicacy.
There is no champagne tower and no drugs here. Accompanied by low-key party music, a group of tech elites is gathered around the table, skillfully mixing a white powder from China with sterile water, then injecting the needle into their abdomen.
This is not a drug use scene; this is Silicon Valley's latest social totem: the Peptide Party.
Extreme regulatory arbitrage: 1/10 of the price
Why are Silicon Valley elites scrambling for Chinese peptides? The core lies in extreme calculations of efficiency and cost. In the United States, legitimate GLP-1 drugs (glucagon-like peptide-1, such as Wegovy) are hard to come by and can cost over a thousand dollars a month. However, if purchased directly from Chinese factories through gray channels, the research-grade raw materials only cost between 10 to 100 dollars, a tenth of the legitimate price. Customs data corroborates this frenzy: in the first three quarters of 2025, the amount of such compounds imported by the United States from China doubled to 328 million dollars. Although it is labeled strictly forbidden for human use, it is precisely this that they see as a delicacy.
Today, the amount auctioned at @Zama Protocol exceeded $27 million, with over 2000 participants;
🔸The maximum consensus range is $0.03～0.035 and $0.05～0.055;
🔸FDV estimated at $460~640M, corresponding price $0.042～0.058;
🔸If you want to win steadily, the bid may need to approach $0.055;
🔸If you want to start receiving goods, around $0.04 is the psychological cost line for this auction, breaking below this price may have support.
#Zama $ZAMA
🔸The maximum consensus range is $0.03～0.035 and $0.05～0.055;
🔸FDV estimated at $460~640M, corresponding price $0.042～0.058;
🔸If you want to win steadily, the bid may need to approach $0.055;
🔸If you want to start receiving goods, around $0.04 is the psychological cost line for this auction, breaking below this price may have support.
#Zama $ZAMA
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