大老师Bugsbunny

The current overall market resilience and upward driving force is actually what this tweet demonstrates.

It's getting better, I can be tagged by tintin.

The last top project of the year - Sentient
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This is a project that raised 85M in funding in 2024

Among them, the important funds are led jointly by Peter Thiel's Founders Fund, Pantera Capital, and Framework Ventures, with other significant investors including Delphi Ventures, Arrington Capital, and others.

Sandeep (Polygon Cofounder) is the main core contributor. Sandeep said in a speech at Shenzhen University: "We want to build AGI in East Asia and create an intelligent world accessible to everyone." This is a relatively rare Western project and strongly demonstrates the importance of the East Asian market.
To some extent, I believe Sentient is an important step for Sandeep after Polygon, focusing on the innovative combination of AI and Web3, while carrying forward the successful experience and team of Polygon for project entrepreneurship.

This is a super large-scale attempt involving a team background, funding, financing table, and the greatest influence in blockchain.

Objectively speaking, the development of such projects will directly serve as a barometer for the crypto market, and the overall marketing and listing performance will set an example for other projects.

Is it worth looking forward to? I believe this is the most anticipated project since 26 years ago, without exception.

Alright

The head market maker has made significant adjustments and changes in this part of liquidity management

Do you all think I should directly have transaction pointers when I post content?

JP Morgan's gold trading team has moved from New York to Singapore
More than fifty traders are required to arrive in Singapore within a week

It seems they are really afraid of the Pacific unplugging the internet

What does this mean?

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1. This month, JP Morgan completed the largest physical delivery, 4 billion USD of physical gold

2. Singapore has no gold import tariffs

3. JP Morgan's private banking business is attracting high-net-worth users' funds flowing out of the US

4. Jamie Dimon visited the Shanghai Gold Exchange last week

With a breath, light a lamp,
What is remembered will surely resonate, where there is light, there are people.

This is Binance's belief, and it is also my persistence. I hope to work hard together with Binance, and effort will surely resonate.

#币安区块链周 #BinanceBlockchainWeek

The Federal Reserve bought $26 billion in bonds
$13.5 billion in U.S. Treasury bonds
$12.5 billion in MBS mortgage-backed securities

Equivalent to printing money

"Today the market is rising rapidly, perhaps something significant is about to happen."

The Influence of Institutions on Market Volatility

Recent thoughts are

The repricing of the market will lead to adjustments in institutional positions

And this is the greatest force driving K-line movements in non-bull markets

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Is it unclear?

Let me give you an example

Assume a certain institution currently has a short position of 90000

When the Federal Reserve points to a higher probability of interest rate cuts in December/better economic data/improved liquidity

Then the institution's short position of 90000 will be quickly closed

And will create an upward risk exposure

The adjustments by institutions will directly lead to a large number of liquidations in the market (institutional positions are generally very large)

Thus creating a direct counter force on the market

This is how institutions influence market volatility

The change here is that the market's expectations for MSTR selling coins have changed.

Originally, there was a 0% probability of selling coins.
Now, there may be a 20% probability (just making it up).

This has suddenly brought a potential big selling pressure to the market.

Therefore, the market needs to reprice the matter of MSTR selling coins.

Hopefully, we won't have to discuss this in such detail in the future.

MicroStrategy used to show off and chase high prices, but now they've hit the peak and know to sell their coins.
Will they still show off next time?

call back, the market has warmed up

I won't talk about riddles here anymore, let's chat about A-shares. Although the correlation is not strong in the square.

After the original faction's Yi Huiman stepped down, A-shares have shown a stable and long-term upward trend.

Moreover, the garbage IPOs brought by the previous registration system will also be cleared, and A-shares have emerged from the cash-out vortex🌀

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Goldman Sachs also pointed out in its research report on 11/21 that A-shares have entered a five-year slow bull cycle.

It is expected that key indices will rise by 30%-40%. Although the MSCI China Index has rebounded by 80% from its low in 2022, from the perspectives of policy, profit, valuation, funds, and the changes in the China Securities Regulatory Commission, the subsequent rise is more sustainable.

Monetary easing has also shifted from the real estate market to the stock market.

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What is worth paying attention to?

1. AI, anti-involution, and overseas expansion driving EPS growth to 12%.
- Overall AI spending has increased, high-margin industries are recovering, and high-end manufacturing accounts for 16% (up from 13.6% in 2021), significantly enhancing global competitiveness. At the same time, the drag from real estate has significantly slowed, and institutional risks have eased.

2. The top ten leaders, the fifteen-five profit stocks, AI, and overseas leading companies are future growth opportunities.
- Despite a strong performance this year, Goldman Sachs still maintains overweight.

3. The market has shifted from 'hope' to a turning point of 'growth', with policy becoming a stronger and more stable driving force.

In the future, we will also update US stock-related content at BN Square synchronously.
What do you all think?

We will also update serious and neutral content.

Very important information

Volatility is rapidly decreasing
This means that options market makers believe that the risks in the market have decreased significantly!

This time we can really believe that the decline is almost over!

[Cryptocurrency Market Related] Pending Positive Developments

BabyBus Version: Support for Trump and cryptocurrency's Kevin Hessent is highly likely to be the next chairman of the Federal Reserve to replace Jerome Powell.

Kevin Hessent is an American financier and investment expert, currently seen as the leading candidate to replace Federal Reserve Chairman Jerome Powell under President Donald Trump. This news emerged around November 25, 2025, sparking widespread speculation in the market about future monetary policy.

Hessent's advocacy primarily revolves around conservative economic policies, monetary easing, and supporting Trump's economic agenda.

Advocacy Direction:

1. Lowering interest rates to stimulate economic growth: Hessent strongly advocates for the Federal Reserve to cut interest rates as soon as possible, arguing that current economic data is weak and that loose monetary policy is needed to boost the market and employment. He criticizes the current Federal Reserve's policies as overly conservative, which may suppress economic growth. This aligns with the overall position of Trump’s camp, which hopes to drive stock market and real estate recovery through low interest rates.

2. Supporting tax cuts and deregulation: As a conservative economist, Hessent supports the continuation of tax reforms from the Trump era (such as the 2017 Tax Cuts and Jobs Act), believing that tax cuts can stimulate business investment and consumer spending. He advocates for reducing financial regulation to enhance market efficiency and innovation, particularly in hedge funds and global trade.

3. America First from a Global Macroeconomic Perspective: Hessent emphasizes America’s dominant position in the global economy and supports imposing tariffs on trade partners (such as China) to protect domestic industries. At the same time, he believes the Federal Reserve should respond more flexibly to geopolitical risks, such as inflation pressures and supply chain disruptions.

4. An Open Attitude Towards Cryptocurrencies and Emerging Assets: Throughout his investment career, Hessent has held a positive view of digital assets, believing that cryptocurrencies can serve as a tool for hedging against inflation. This could influence his future decisions at the Federal Reserve, promoting a more favorable regulatory environment.

Important!! Currently, the banner of favorable risk markets has appeared

After last week's reversal regarding the interest rate cut in December (from 90% to below 50%)

Today it has climbed again to 82.7%

This will significantly boost the market

The market will price in the interest rate cut in December

My expectation is that, with the settlement of NVDA, it may be a signal of reversal