Evelia Buckwald DpfA
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⚠️Today's Highlights! BTC Rises! Why Did BTC Suddenly Bounce Back?
Direct Reason: The U.S. has officially stopped tapering, leading to a temporary easing of expectations for tightening global liquidity. As a result, U.S. stocks opened stronger, and $BTC, as a highly sensitive "frontier asset" to global liquidity, quickly followed with a rebound.
Core Logic: The essence of Bitcoin is as a high-level barometer of global liquidity. Stopping tapering does not equate to "massive liquidity injection," but it signifies that the tightening cycle has entered an important observation period. Market sentiment has rapidly priced in this marginal change, with some funds positioning themselves in anticipation that "the most tense moments may have passed."
Key Reminder: The current rebound is mainly driven by expectations and sentiment. Until the Federal Reserve provides clear signals for rate cuts or a new round of easing, the macro liquidity environment has not completely reversed. Therefore, viewing this rise as a "rebound based on expectation adjustment" rather than the "starting point of a complete trend reversal" may be a more rational perspective. Future trends still need to be validated: a true trend market requires sustained and tangible improvements in global liquidity (especially U.S. dollar liquidity).
Direct Reason: The U.S. has officially stopped tapering, leading to a temporary easing of expectations for tightening global liquidity. As a result, U.S. stocks opened stronger, and $BTC, as a highly sensitive "frontier asset" to global liquidity, quickly followed with a rebound.
Core Logic: The essence of Bitcoin is as a high-level barometer of global liquidity. Stopping tapering does not equate to "massive liquidity injection," but it signifies that the tightening cycle has entered an important observation period. Market sentiment has rapidly priced in this marginal change, with some funds positioning themselves in anticipation that "the most tense moments may have passed."
Key Reminder: The current rebound is mainly driven by expectations and sentiment. Until the Federal Reserve provides clear signals for rate cuts or a new round of easing, the macro liquidity environment has not completely reversed. Therefore, viewing this rise as a "rebound based on expectation adjustment" rather than the "starting point of a complete trend reversal" may be a more rational perspective. Future trends still need to be validated: a true trend market requires sustained and tangible improvements in global liquidity (especially U.S. dollar liquidity).
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💥Breaking news! Congratulations He Yi! Our goddess, our big sister, He Yi, co-founder of Binance, has officially been appointed as the co-CEO of Binance! This is truly well-deserved and widely anticipated!🙌
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In the short term, Japan's policy shift is undoubtedly a clear liquidity headwind, and the market will experience volatility and adjustments. However, in the medium to long term, this could actually reinforce the fundamental value narrative of cryptocurrencies. Against the backdrop of the global transition to a 'high interest rate, high debt' pattern, assets like Bitcoin, as 'non-sovereign store of value' and hedging tools against the dilution of credit in traditional monetary systems, may find their strategic position in diversified investment portfolios becoming even clearer. The short-term adjustments in the market may be providing new footnotes for the validation of this long-term logic.
🚨 Japan's Shift Impacts the Global Cryptocurrency Market
Recently, Bitcoin has retreated from above $90,000, and this is not merely a technical correction. The core background is the significant rise in Japan's government bond yields to multi-year highs, while the central bank signals a normalization of monetary policy. This key shift is shaking the foundation of cheap liquidity that global markets depend on.
The core change is the end of the 'cheap yen era.' Japan's long-implemented zero/negative interest rate policy has been an important source of global liquidity. The current surge in yields (for instance, the 10-year government bond yield approaching 1.9%) marks the reversal of this decades-long environment of 'free money.'
The direct impact channel is the retreat of 'yen carry trades.' International investors have long borrowed yen at low interest rates, converted it to dollars, and invested in U.S. treasuries, U.S. stocks, and risk assets like cryptocurrencies. With rising financing costs in Japan and increased volatility in the yen exchange rate, these trades are forced to unwind, triggering a chain sell-off from traditional markets to the cryptocurrency market.
Cryptographic assets, due to their high liquidity and high volatility, are the first to be affected. Under expectations of tightening liquidity, assets like Bitcoin are often the first to be reduced to recover liquidity or lower risk exposure, leading to a recent synchronized decline with traditional risk assets (such as U.S. stocks).
🔮 Impacts and Outlook
This shift will have two structural impacts:
Changing global interest rate environment: Japan, as a major economy, abandoning the suppression of interest rates will substantially raise the global risk-free yield benchmark, increasing the cost of capital across the market.
Reconstruction of global capital flows: The rising attractiveness of domestic Japanese rates may prompt its large institutional funds to flow back from overseas markets, indirectly affecting all risk asset pools through asset allocation chains.
Long-term implications for the cryptocurrency market:
This signifies a profound shift in market-driving logic. The boom phase driven by abundant liquidity over the past few years may end, and the market will enter a period where 'stock game' and 'value proof' become more important. The cash flow potential of the assets themselves, their technological utility, and ecological value will face more stringent scrutiny.
Conclusion: Short-term pain and long-term logic strengthening
Recently, Bitcoin has retreated from above $90,000, and this is not merely a technical correction. The core background is the significant rise in Japan's government bond yields to multi-year highs, while the central bank signals a normalization of monetary policy. This key shift is shaking the foundation of cheap liquidity that global markets depend on.
The core change is the end of the 'cheap yen era.' Japan's long-implemented zero/negative interest rate policy has been an important source of global liquidity. The current surge in yields (for instance, the 10-year government bond yield approaching 1.9%) marks the reversal of this decades-long environment of 'free money.'
The direct impact channel is the retreat of 'yen carry trades.' International investors have long borrowed yen at low interest rates, converted it to dollars, and invested in U.S. treasuries, U.S. stocks, and risk assets like cryptocurrencies. With rising financing costs in Japan and increased volatility in the yen exchange rate, these trades are forced to unwind, triggering a chain sell-off from traditional markets to the cryptocurrency market.
Cryptographic assets, due to their high liquidity and high volatility, are the first to be affected. Under expectations of tightening liquidity, assets like Bitcoin are often the first to be reduced to recover liquidity or lower risk exposure, leading to a recent synchronized decline with traditional risk assets (such as U.S. stocks).
🔮 Impacts and Outlook
This shift will have two structural impacts:
Changing global interest rate environment: Japan, as a major economy, abandoning the suppression of interest rates will substantially raise the global risk-free yield benchmark, increasing the cost of capital across the market.
Reconstruction of global capital flows: The rising attractiveness of domestic Japanese rates may prompt its large institutional funds to flow back from overseas markets, indirectly affecting all risk asset pools through asset allocation chains.
Long-term implications for the cryptocurrency market:
This signifies a profound shift in market-driving logic. The boom phase driven by abundant liquidity over the past few years may end, and the market will enter a period where 'stock game' and 'value proof' become more important. The cash flow potential of the assets themselves, their technological utility, and ecological value will face more stringent scrutiny.
Conclusion: Short-term pain and long-term logic strengthening
See original
🚨 Japan's Shift Impacts the Global Cryptocurrency Market
Recently, Bitcoin has retreated from above $90,000, and this is not merely a technical correction. The core background is the significant rise in Japan's government bond yields to multi-year highs, while the central bank signals a normalization of monetary policy. This key shift is shaking the foundation of cheap liquidity that global markets depend on.
The core change is the end of the 'cheap yen era.' Japan's long-implemented zero/negative interest rate policy has been an important source of global liquidity. The current surge in yields (for instance, the 10-year government bond yield approaching 1.9%) marks the reversal of this decades-long environment of 'free money.'
The direct impact channel is the retreat of 'yen carry trades.' International investors have long borrowed yen at low interest rates, converted it to dollars, and invested in U.S. treasuries, U.S. stocks, and risk assets like cryptocurrencies. With rising financing costs in Japan and increased volatility in the yen exchange rate, these trades are forced to unwind, triggering a chain sell-off from traditional markets to the cryptocurrency market.
Cryptographic assets, due to their high liquidity and high volatility, are the first to be affected. Under expectations of tightening liquidity, assets like Bitcoin are often the first to be reduced to recover liquidity or lower risk exposure, leading to a recent synchronized decline with traditional risk assets (such as U.S. stocks).
🔮 Impacts and Outlook
This shift will have two structural impacts:
Changing global interest rate environment: Japan, as a major economy, abandoning the suppression of interest rates will substantially raise the global risk-free yield benchmark, increasing the cost of capital across the market.
Reconstruction of global capital flows: The rising attractiveness of domestic Japanese rates may prompt its large institutional funds to flow back from overseas markets, indirectly affecting all risk asset pools through asset allocation chains.
Long-term implications for the cryptocurrency market:
This signifies a profound shift in market-driving logic. The boom phase driven by abundant liquidity over the past few years may end, and the market will enter a period where 'stock game' and 'value proof' become more important. The cash flow potential of the assets themselves, their technological utility, and ecological value will face more stringent scrutiny.
Conclusion: Short-term pain and long-term logic strengthening
Recently, Bitcoin has retreated from above $90,000, and this is not merely a technical correction. The core background is the significant rise in Japan's government bond yields to multi-year highs, while the central bank signals a normalization of monetary policy. This key shift is shaking the foundation of cheap liquidity that global markets depend on.
The core change is the end of the 'cheap yen era.' Japan's long-implemented zero/negative interest rate policy has been an important source of global liquidity. The current surge in yields (for instance, the 10-year government bond yield approaching 1.9%) marks the reversal of this decades-long environment of 'free money.'
The direct impact channel is the retreat of 'yen carry trades.' International investors have long borrowed yen at low interest rates, converted it to dollars, and invested in U.S. treasuries, U.S. stocks, and risk assets like cryptocurrencies. With rising financing costs in Japan and increased volatility in the yen exchange rate, these trades are forced to unwind, triggering a chain sell-off from traditional markets to the cryptocurrency market.
Cryptographic assets, due to their high liquidity and high volatility, are the first to be affected. Under expectations of tightening liquidity, assets like Bitcoin are often the first to be reduced to recover liquidity or lower risk exposure, leading to a recent synchronized decline with traditional risk assets (such as U.S. stocks).
🔮 Impacts and Outlook
This shift will have two structural impacts:
Changing global interest rate environment: Japan, as a major economy, abandoning the suppression of interest rates will substantially raise the global risk-free yield benchmark, increasing the cost of capital across the market.
Reconstruction of global capital flows: The rising attractiveness of domestic Japanese rates may prompt its large institutional funds to flow back from overseas markets, indirectly affecting all risk asset pools through asset allocation chains.
Long-term implications for the cryptocurrency market:
This signifies a profound shift in market-driving logic. The boom phase driven by abundant liquidity over the past few years may end, and the market will enter a period where 'stock game' and 'value proof' become more important. The cash flow potential of the assets themselves, their technological utility, and ecological value will face more stringent scrutiny.
Conclusion: Short-term pain and long-term logic strengthening
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Binance has upgraded again! It concerns your wallet👛!
As expected from a user-centric big brother, every improvement considers the user's needs. Recently, Binance Wallet officially launched a new feature: a single account can create and manage up to 5 independent non-custodial wallets at once. This may seem like a technical adjustment, but I believe it might be quietly addressing a core obstacle to the widespread adoption of Web3—complexity and psychological barriers.
1. Why do this? What pain points does it actually address?
Think back to what hinders ordinary people from entering DeFi or deeply using on-chain applications? It's not just the technical barriers; it's also a kind of 'psychological burden':
Asset confusion anxiety: Bitcoin, Ethereum, long-term holding altcoins, and meme coins from Dogecoin... all mixed in one wallet address, it's chaotic to look at and troublesome to manage.
This new solution from Binance integrates them using a 'unified wallet' interface, while the underlying assets remain separate. You can think of it as: it provides you with an 'asset smart manager', and you only need to face a clean interface (like using a social app), while behind the scenes, it manages several different purpose 'vaults' for you.
2. Why is this a key step?
It's not just about convenience. Its deeper logic is 'decoupling assets from scenarios' and 'isolating risks from mentality'.
True 'account management' becomes possible: you can now set up without any cost:
Vault wallet: only stores core assets like BTC, ETH, and is rarely operated.
DeFi farming wallet: specifically for providing liquidity, staking, and other income-generating operations.
Trading wallet: used for swing trading mainstream coins.
Exploration wallet: holds a small amount of funds, specifically for trying out new chains, jumping into new projects, and buying meme coins.
A backup wallet.
Mindset becomes clearer: when each wallet has a dedicated purpose, you won’t impulsively use the Bitcoin you plan to hold long-term due to the volatility of a meme coin. This is a tool for risk and mental management that is institution-level but extremely simple.
How do you think this feature works in practice? Are there other ways to play with it? Let’s discuss in the comments.
As expected from a user-centric big brother, every improvement considers the user's needs. Recently, Binance Wallet officially launched a new feature: a single account can create and manage up to 5 independent non-custodial wallets at once. This may seem like a technical adjustment, but I believe it might be quietly addressing a core obstacle to the widespread adoption of Web3—complexity and psychological barriers.
1. Why do this? What pain points does it actually address?
Think back to what hinders ordinary people from entering DeFi or deeply using on-chain applications? It's not just the technical barriers; it's also a kind of 'psychological burden':
Asset confusion anxiety: Bitcoin, Ethereum, long-term holding altcoins, and meme coins from Dogecoin... all mixed in one wallet address, it's chaotic to look at and troublesome to manage.
This new solution from Binance integrates them using a 'unified wallet' interface, while the underlying assets remain separate. You can think of it as: it provides you with an 'asset smart manager', and you only need to face a clean interface (like using a social app), while behind the scenes, it manages several different purpose 'vaults' for you.
2. Why is this a key step?
It's not just about convenience. Its deeper logic is 'decoupling assets from scenarios' and 'isolating risks from mentality'.
True 'account management' becomes possible: you can now set up without any cost:
Vault wallet: only stores core assets like BTC, ETH, and is rarely operated.
DeFi farming wallet: specifically for providing liquidity, staking, and other income-generating operations.
Trading wallet: used for swing trading mainstream coins.
Exploration wallet: holds a small amount of funds, specifically for trying out new chains, jumping into new projects, and buying meme coins.
A backup wallet.
Mindset becomes clearer: when each wallet has a dedicated purpose, you won’t impulsively use the Bitcoin you plan to hold long-term due to the volatility of a meme coin. This is a tool for risk and mental management that is institution-level but extremely simple.
How do you think this feature works in practice? Are there other ways to play with it? Let’s discuss in the comments.
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The Central Bank's Move: What Does the Inclusion of Stablecoins Mean for Crypto?
In the past few days, many people have asked me: The central bank is holding another meeting to "crack down on virtual currencies," what's different this time? Let me clarify the facts: On November 28, the central bank led a meeting with several departments including public security, judicial administration, the Cyberspace Administration, the Financial Regulatory Bureau, the Securities Regulatory Commission, and the State Administration of Foreign Exchange to establish a "coordinating mechanism for cracking down on virtual currency trading and speculation." They reiterated three points: Virtual currency is not legal tender and cannot circulate in the market; related business activities are considered illegal financial activities; stablecoins were officially named: they are a form of virtual currency that currently cannot meet KYC and anti-money laundering requirements, and there is a risk of being used for money laundering, fundraising fraud, and illegal cross-border fund transfers. So what does this "positioning" mean for us? I summarize three points: First, for individuals in mainland China: the direction hasn’t changed; it’s tightening the 2021 approach of "comprehensive prohibition + high-pressure crackdown" a bit more. In simple terms—"Playing with coins domestically, don’t hold any illusions; any organization or individual engaging in financing, payment, or matching transactions under the guise of virtual currency is in a high-risk zone." Second, for stablecoins and institutions: This is the first time that stablecoins have been explicitly included in the "illegal financial activities of virtual currencies" framework in an official document from the central bank. This means: mainland institutions participating in Hong Kong and overseas stablecoin projects will pay more attention to compliance isolation; all notions of "using stablecoins as shadow RMB" can basically be discarded. Third, from a global perspective: the United States, Europe, and Japan are setting rules and issuing licenses for stablecoins; in China, it seems to be compressing the space for "coins" entirely, leaving the testing ground for digital RMB, alliance chains, and controllable Web3 scenarios. So this is not a sudden change, but rather telling you one thing: in mainland China, the gray area for crypto speculation will get smaller and smaller; what can survive will only be compliant, going overseas, and things with long-term value. Many friends still struggling in related fields are wondering: "What can we do next? How can we do it?" First, prioritize compliance and information security. Don’t loudly proclaim what “high-profit projects” or “guaranteed opportunities” you are doing; reduce high-profile displays online, and do more low-key work, especially avoiding exaggerated promotions and guarantees of profits (recently, when withdrawing funds, choose reputable C2C vendors like Coin An; even if issues arise, Coin An offers 100% compensation). Second, ensure risk isolation for assets and identities. Work is work, life is life, and accounts are accounts. Don’t put all your eggs in one basket, and don’t mix personal information, work information, and asset information together. This is not about finding loopholes, but the most basic risk control awareness. Third, have a sense of boundaries and don’t cross red lines. If something can be avoided, try not to do it—like engaging in capital pools, grassroots recruitment, charging high training fees, or acting as an agent for others under the guise of "blockchain" or "Web3"; once you touch the legal pressure line, not only will the project fail, but it will also be hard for people to retreat unscathed. The signal from the policy is very clear: the gray area will only get smaller; those who can go far are only those who follow the rules and look at the long term.
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The hardest part is that people cannot predict when the peak of greed will be reached😭
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🚨 Breaking!! The cryptocurrency market's fear index has risen to 28!
Latest data shows that the fear and greed index for cryptocurrencies has risen to 28, slightly up from yesterday's 25. The market has moved out of the 'extreme fear' zone and into a state of 'fear.' Although sentiment has improved, it still remains in a low market malaise of fear.
Latest data shows that the fear and greed index for cryptocurrencies has risen to 28, slightly up from yesterday's 25. The market has moved out of the 'extreme fear' zone and into a state of 'fear.' Although sentiment has improved, it still remains in a low market malaise of fear.
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🚨 Trump announces the cancellation of income tax! How will this shocking policy trigger a chain reaction in the financial and cryptocurrency markets? 🧐
1️⃣ Financial Market:
The cancellation of income tax means that individuals and businesses will have a reduced burden, but how will the huge fiscal deficit be compensated? What measures will the government take to fill this gap? How will the flow of funds in the financial market change?
2️⃣ Cryptocurrency Market:
In the context of global tax reform, will cryptocurrency become a new 'safe haven'? Is there a possibility of increased capital flowing into crypto assets? Will tax incentives encourage more institutions and individuals to enter the crypto market?
3️⃣ Global Economic Landscape:
How will this move affect the confidence of global investors, especially in emerging markets? Will it exacerbate international capital flows and drive changes in economic policies worldwide?
The implications of this policy are profound and may redefine global capital markets. What do you think?
1️⃣ Financial Market:
The cancellation of income tax means that individuals and businesses will have a reduced burden, but how will the huge fiscal deficit be compensated? What measures will the government take to fill this gap? How will the flow of funds in the financial market change?
2️⃣ Cryptocurrency Market:
In the context of global tax reform, will cryptocurrency become a new 'safe haven'? Is there a possibility of increased capital flowing into crypto assets? Will tax incentives encourage more institutions and individuals to enter the crypto market?
3️⃣ Global Economic Landscape:
How will this move affect the confidence of global investors, especially in emerging markets? Will it exacerbate international capital flows and drive changes in economic policies worldwide?
The implications of this policy are profound and may redefine global capital markets. What do you think?
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🇰🇵 Are they back again? Has the crypto world become a "cash machine" for North Korean hackers?
Speechless, family! 😑
Upbit was hacked for 32 million dollars, and all clues on the internet point to that mysterious Eastern power——Lazarus Group (North Korean hackers).
It feels like every few months, they come to the crypto world to "restock"?
📉 Every time they take action, the market trembles.
Before it was Ethereum they stole, now they don't even spare altcoins.
🤔 I just want to ask:
How strong are these hackers' skills? Why can't the world's top exchanges defend against them?
Or could it be that... centralized exchanges themselves have "insiders"?🤫
What do you think about the impact of this hacking incident on the market?
Let's discuss in the comments, will it crash the market tonight?
#Upbit #Lazarus #Hackers #Cryptocurrency #行情分析
Speechless, family! 😑
Upbit was hacked for 32 million dollars, and all clues on the internet point to that mysterious Eastern power——Lazarus Group (North Korean hackers).
It feels like every few months, they come to the crypto world to "restock"?
📉 Every time they take action, the market trembles.
Before it was Ethereum they stole, now they don't even spare altcoins.
🤔 I just want to ask:
How strong are these hackers' skills? Why can't the world's top exchanges defend against them?
Or could it be that... centralized exchanges themselves have "insiders"?🤫
What do you think about the impact of this hacking incident on the market?
Let's discuss in the comments, will it crash the market tonight?
#Upbit #Lazarus #Hackers #Cryptocurrency #行情分析
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Urgent! New developments in the Qian Zhimin case! Did she forget the password worth 12.5 billion?
The main suspect in the 40 billion yuan "Tianjin Blue Sky Ge Rui" case, Qian Zhimin, has been exposed to have 120,000 BTC unaccounted for!
The most outrageous move is 👉 she told the police: "There is a wallet containing 20,000 Bitcoins, but I forgot the password."
💰 That's 20,000 big cakes! At the current price, it's worth 12.5 billion yuan!
It's like saying you lost the key to a building on Beijing's Second Ring Road, who would believe that???🧐 A chilling thought: will these 120,000 hidden Bitcoins be the sword of Damocles hanging over the bull market?
#BTC #WhaleAlert #QianZhimin #CryptoMystery #HODL
The main suspect in the 40 billion yuan "Tianjin Blue Sky Ge Rui" case, Qian Zhimin, has been exposed to have 120,000 BTC unaccounted for!
The most outrageous move is 👉 she told the police: "There is a wallet containing 20,000 Bitcoins, but I forgot the password."
💰 That's 20,000 big cakes! At the current price, it's worth 12.5 billion yuan!
It's like saying you lost the key to a building on Beijing's Second Ring Road, who would believe that???🧐 A chilling thought: will these 120,000 hidden Bitcoins be the sword of Damocles hanging over the bull market?
#BTC #WhaleAlert #QianZhimin #CryptoMystery #HODL
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Breaking! U.S. Stock and Bond Markets Closed, Some Commodities Close Early
Due to the U.S. Thanksgiving holiday, today's (November 27) traditional financial markets are generally in a "semi-shock" state — which will also affect the liquidity and volatility rhythm of the crypto market. Here’s a brief overview:
🏦 1. U.S. Stock and Bond Markets
U.S. Stocks & Bonds: Closed for one day today
Tomorrow (November 28): Early market close
👉 Traditional funding participation is decreasing, risk appetite data is temporarily in a "vacuum."
2. Commodities & Stock Index Futures (all times in Beijing)
CME Precious Metals & U.S. Oil Futures:
⏰ Early close at November 28, 03:30
CME Stock Index Futures:
⏰ Early close at November 28, 02:00
ICE Brent Crude Oil Futures:
⏰ Early close at November 28, 02:30
💬 How will you arrange your strategy for these two days?
Light positions and wait, or act after the holiday?
Or take advantage of the volatility contraction to trade short-term rhythms?
Due to the U.S. Thanksgiving holiday, today's (November 27) traditional financial markets are generally in a "semi-shock" state — which will also affect the liquidity and volatility rhythm of the crypto market. Here’s a brief overview:
🏦 1. U.S. Stock and Bond Markets
U.S. Stocks & Bonds: Closed for one day today
Tomorrow (November 28): Early market close
👉 Traditional funding participation is decreasing, risk appetite data is temporarily in a "vacuum."
2. Commodities & Stock Index Futures (all times in Beijing)
CME Precious Metals & U.S. Oil Futures:
⏰ Early close at November 28, 03:30
CME Stock Index Futures:
⏰ Early close at November 28, 02:00
ICE Brent Crude Oil Futures:
⏰ Early close at November 28, 02:30
💬 How will you arrange your strategy for these two days?
Light positions and wait, or act after the holiday?
Or take advantage of the volatility contraction to trade short-term rhythms?
See original
🚨 Breaking!! The key liquidity signal has been "postponed".
Originally scheduled for today (Thursday), the Federal Reserve's H.4.1 liquidity weekly report will be officially postponed to November 28 due to the Thanksgiving holiday.
Why is this worth monitoring??
📌 H.4.1 = The Federal Reserve's "liquidity ECG"
Balance sheet expansion or contraction
Net liquidity injection or withdrawal
Past data updates have often been accompanied by:
⚡ Amplified volatility in risk assets
⚡ Increased correlation between BTC, Nasdaq, and gold
In other words—
November 28 may very well be another "liquidity pricing day":
If liquidity continues to tighten: the market may undergo another round of stress testing
If it marginally eases: it could become a trigger point for emotional recovery/rebound
⏰ What can be done now is not to guess the direction, but to:
Recognize that this is a "potentially large volatility time point"
Control leverage, manage risk exposure
Wait for the data to come out, then make decisions accordingly
👀: On November 28, are you planning to watch with a light position, or wait for the data to materialize before taking action?
Originally scheduled for today (Thursday), the Federal Reserve's H.4.1 liquidity weekly report will be officially postponed to November 28 due to the Thanksgiving holiday.
Why is this worth monitoring??
📌 H.4.1 = The Federal Reserve's "liquidity ECG"
Balance sheet expansion or contraction
Net liquidity injection or withdrawal
Past data updates have often been accompanied by:
⚡ Amplified volatility in risk assets
⚡ Increased correlation between BTC, Nasdaq, and gold
In other words—
November 28 may very well be another "liquidity pricing day":
If liquidity continues to tighten: the market may undergo another round of stress testing
If it marginally eases: it could become a trigger point for emotional recovery/rebound
⏰ What can be done now is not to guess the direction, but to:
Recognize that this is a "potentially large volatility time point"
Control leverage, manage risk exposure
Wait for the data to come out, then make decisions accordingly
👀: On November 28, are you planning to watch with a light position, or wait for the data to materialize before taking action?
See original
⚠️ Stop staring at the BTC support level! Bigger things are happening!!
Recently, everyone has been asking:
"Is this the bottom?"
"Should I buy?"
But what really drives the market has never been the candlesticks.
It’s — global liquidity is being withdrawn.
🇺🇸 The real crisis in America
The core issue of 2025 is not cryptocurrency, but the U.S. Treasury.
📌 Debt is at an all-time high
📌 Interest payments exceed military spending
📌 A large issuance of government bonds
📌 Foreigners are unwilling to foot the bill
📌 U.S. bond yields remain high
In short:
Funds are being siphoned off by the U.S. Treasury.
This is more deadly than any BTC correction.
🌊 When liquidity tightens
Technical analysis ≠ useful
Support levels ≠ useful
Narratives ≠ useful
Money flows where it wants, and the market follows.
And right now — money is leaving risk assets.
📉 Why is BTC dropping?
Not because it’s weak,
but because:
💣 U.S. bond yields are too high
💣 Risk-free returns are too appealing
💣 Global capital is repricing risk
💣 Decreased liquidity → all assets under pressure
This is not a BTC-specific crash; it’s a joint correction.
🔍 What you should really be watching is not the bottom
but —
When will liquidity hit the bottom?
Once the macro picture turns:
✔ You won’t need to catch the bottom
✔ The market will carry you away automatically
But until then, we are all in the same sea.
And the water level is dropping.
Don’t just look at the candlesticks.
What determines the seabed is not the bottom, but the water level.
Recently, everyone has been asking:
"Is this the bottom?"
"Should I buy?"
But what really drives the market has never been the candlesticks.
It’s — global liquidity is being withdrawn.
🇺🇸 The real crisis in America
The core issue of 2025 is not cryptocurrency, but the U.S. Treasury.
📌 Debt is at an all-time high
📌 Interest payments exceed military spending
📌 A large issuance of government bonds
📌 Foreigners are unwilling to foot the bill
📌 U.S. bond yields remain high
In short:
Funds are being siphoned off by the U.S. Treasury.
This is more deadly than any BTC correction.
🌊 When liquidity tightens
Technical analysis ≠ useful
Support levels ≠ useful
Narratives ≠ useful
Money flows where it wants, and the market follows.
And right now — money is leaving risk assets.
📉 Why is BTC dropping?
Not because it’s weak,
but because:
💣 U.S. bond yields are too high
💣 Risk-free returns are too appealing
💣 Global capital is repricing risk
💣 Decreased liquidity → all assets under pressure
This is not a BTC-specific crash; it’s a joint correction.
🔍 What you should really be watching is not the bottom
but —
When will liquidity hit the bottom?
Once the macro picture turns:
✔ You won’t need to catch the bottom
✔ The market will carry you away automatically
But until then, we are all in the same sea.
And the water level is dropping.
Don’t just look at the candlesticks.
What determines the seabed is not the bottom, but the water level.
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The trend of BTC is like my life: unstable, unpredictable, and suddenly crashes...
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Finally completed my creation! Eternal goddess, big sister🌹
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Emergency‼️ The US stock market evaporated approximately $1.05 trillion today, followed closely by the cryptocurrency market, which lost about $126 billion!!
⚡️ The two major global markets suffered a combined loss of over $2.3 trillion in one day.
While adjustments of this magnitude are rare, historically, major bear markets have experienced several such instances, which does not signify the end of the world, but rather a normal part of the cycle.
The average person should focus on three main things right now:
1⃣️ Stop all additional investments and chasing trends, immediately reduce leverage to the minimum (preferably to zero).
2⃣️ Keep positions within 30% of total assets, converting the remaining 70% entirely into cash/USDT. Cash is the foundation.
Doing nothing is the greatest Alpha.
Wait for panic emotions to fully release, and when news headlines start to appear saying 'Crypto is dead' or 'Bear market for three years,' then gradually buy back with cash.
The true destructive power of a bear market is not how much it falls, but rather how it makes you give up your chips in the darkest times.
Don't give up.
Stay alive, wait for spring.
⚡️ The two major global markets suffered a combined loss of over $2.3 trillion in one day.
While adjustments of this magnitude are rare, historically, major bear markets have experienced several such instances, which does not signify the end of the world, but rather a normal part of the cycle.
The average person should focus on three main things right now:
1⃣️ Stop all additional investments and chasing trends, immediately reduce leverage to the minimum (preferably to zero).
2⃣️ Keep positions within 30% of total assets, converting the remaining 70% entirely into cash/USDT. Cash is the foundation.
Doing nothing is the greatest Alpha.
Wait for panic emotions to fully release, and when news headlines start to appear saying 'Crypto is dead' or 'Bear market for three years,' then gradually buy back with cash.
The true destructive power of a bear market is not how much it falls, but rather how it makes you give up your chips in the darkest times.
Don't give up.
Stay alive, wait for spring.
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I really cried...\nI just finished taking screenshots of yesterday's closing records, and my hands are shaking.\n\nThree days, $978,000 → $12,680,000.\nI'm not bragging; this is the third time I've made over $10 million in profit, and it's already the third time this year.\n\nThree years ago, I was eating instant noodles in a rented room, and my initial capital of $100,000 was cut down to $8,000. At that time, my mom was in the late stages of cancer, and I couldn't even come up with $5,000 for her surgery. I kneeled in the hospital corridor, borrowing money one by one from crypto groups, but no one paid attention to me.\nThat night, I squatted on the rooftop with my phone, smoking half a pack of cigarettes, thinking it might be better to just jump down.\n\nIt was that night that I gritted my teeth and poured the last $8,000 into contracts, going all in shorting ETH with 20x leverage.\nAs a result, I was liquidated in the opposite direction, going to zero.\n\nI thought I was finished.\n\nLater, I went crazy revisiting my trades, not sleeping more than 4 hours a night for six months, staring at the charts until my eyes bled, getting liquidated over 30 times, owing $80,000 on Huabei and over $200,000 to relatives. The whole world thought I was hopeless.\n\nUntil July of this year, I finally went through all the pitfalls, writing down all my blood and tears into my own system.\nFrom that day on, I have not been liquidated even once.\n\nNow I only open 3-5 trades a day, with a win rate of over 91%, and an average profit of starting at 1300% per trade.\nI moved my mom to the best ward in the central hospital and repaid all the money I owed my relatives, plus I gave every brother who lent me money a red envelope of $200,000.\n\nNow I only want to do one thing—\nTo bring this path to those who are still gritting their teeth in the darkness like I was three years ago.\n\nI have crawled through the mud, so I know how cold you are now.\nGet on the bus with me, and I will help you crawl out of the mud and see the light.\n\nThis time, I won't allow any brother to kneel on the rooftop and smoke again.
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Why is only Aster rising? After reading this analysis, your wealth may take a step up.
Who exactly is Aster?
First, we must give Aster a precise positioning: it is not a script of grassroots counterattack, but a glamorous entrepreneurship of a 'rich second generation'.
Its incubator is the famous YZi Labs, which is the Binance Labs before the reorganization. This is not a simple financial investment, but a deep incubation from technology, resources to platform halo.
More specifically, Aster is formed by the merger of two projects: one is Astherus, which does wealth management, and the other is APX Finance, which deals with contracts. Both of these projects are already stars within the Binance ecosystem, having received investment and support from the Binance system.
First, we must give Aster a precise positioning: it is not a script of grassroots counterattack, but a glamorous entrepreneurship of a 'rich second generation'.
Its incubator is the famous YZi Labs, which is the Binance Labs before the reorganization. This is not a simple financial investment, but a deep incubation from technology, resources to platform halo.
More specifically, Aster is formed by the merger of two projects: one is Astherus, which does wealth management, and the other is APX Finance, which deals with contracts. Both of these projects are already stars within the Binance ecosystem, having received investment and support from the Binance system.
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Crouch Follow-up
This morning, 2000u in my account was stolen. This incident completely exceeded my understanding, and I did not click on any links. Half an hour before the theft, there was a C2C withdrawal, and there was also an order canceled because the merchant could not pay with a real-name account. Half an hour later, the account balance was cleared, leaving only a small position. #Has anyone encountered this situation? Do I need to file a record? Does Binance have any precedents for compensating stolen funds?
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