王不爱

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Binance wallet can now buy US stocks #Binance
The trading is very smooth, and there are no barriers to operation!!

1⃣️Binance wallet → Market, swipe left on the top slider of the page, find 'Stock Tokens' next to 'Alpha'
2⃣️Currently integrated with Ondo, mainstream US stocks can be bought #ondo
3⃣️The trading experience is the same as buying coins, familiar K-line interface
4⃣️Currently only supports $USDT trading pairs (currently 0 fees), opening hours are the same as US stocks
Tokenization of US stocks is a trend! Everyone must not miss this wave of AI! $BNB

Why do my eyes often contain tears🥺
Because today I am green!!!

Hello~ $BTC 九万了~
We talked about it in the movie on Tuesday~
Thanksgiving should have gone up!
Technically, macro, the internal situation in the U.S. needs the U.S. stock market to be strong right now!
Wishing all the friends watching the movie~ to make a fortune

Last night, Nvidia plummeted by 7%, and there were rumors in the market about Google backstabbing Nvidia.

What is the reason?🤔

1⃣ Core reason:
Google's self-developed TPU chip has launched a fierce impact on Nvidia's monopoly position🧩

To forge iron, one must be strong themselves:
Google's TPU v7 has already caught up with Nvidia's B200 in terms of computing power, memory, and other core parameters, and has reduced the customer migration threshold by adapting to PyTorch.

2⃣ GPT's dominance is not what it used to be:
Google's newly released Gemini 3 large model even surpasses GPT-4 in performance, and the costs for Gemini are lower compared to GPT! Who doesn't like something affordable??

3⃣ The Gemini large model is trained entirely on Google TPU, breaking the inherent perception that AI models rely on Nvidia, creating a moat ❤️‍🔥危！

4⃣ Loss of major clients:
Google is promoting the TPU@Premises program, allowing major clients like Meta to deploy TPUs directly in their own data centers. Currently, Meta is negotiating with Google, planning to deploy TPUs on a large scale by 2027.

It’s worth noting that Meta is a core customer of Nvidia, and the potential loss of orders is causing the market to lose faith in Nvidia🥺

Nvidia is really facing a fire in the backyard this time!
No wonder there are rumors that H200 can be exported to China🇨🇳!

Cutting bangs, almost forgot who I am??

Why did the 1121 encryption crash?

1⃣ Core reason: Significant linkage effect with the US stock market, showing characteristics of prior adjustment 🧩
The narrative of Bitcoin as a safe-haven asset is quite precarious, with a 30-day correlation of 0.8 to the Nasdaq 100 index, essentially an extension of high-volatility tech stocks.
The adjustment in the US tech sector triggered a sell-off of risk assets, with Bitcoin responding first, amplifying the overall volatility.

2⃣ Key signal: Liquidity contraction triggered by the cooling of the AI narrative 📦
Nvidia's unexpected earnings report led to a price decline against the trend, signaling that the valuation bubble in the AI sector is entering a digestion phase.
As the core narrative logic for the recent rise in the US stock market, the cooling of AI directly causes a decline in market risk appetite, leading to liquidity contraction spilling over from the US stock market, and the crypto market, which highly depends on this type of liquidity supply, is thus the first to be hit hard.

3⃣ Direct driver: Structural selling pressure concentrated release 💊
In November, nearly $3 billion net outflow from the US spot Bitcoin ETF, with BlackRock's product experiencing a single-day outflow of $523 million, setting a record; coupled with large whales cashing out, this formed concentrated selling pressure.
More critically, after large-scale liquidation in October, market makers' liquidity supply capacity was impaired, and the market's absorption capacity further enlarged the decline.

4⃣ Important catalyst: Shift in Federal Reserve policy expectations 📸
The probability of a rate cut in December has fallen below 30%, with the core PCE inflation rate in October at 2.8%, far exceeding the target, and the Federal Reserve's stance on maintaining high interest rates is clear. In a high interest rate environment, the valuation of non-yielding assets is suppressed, with tech stocks and cryptocurrencies, as risk assets, facing synchronous pressure, further amplifying adjustment pressure.

🤔 Conclusion: The exhaustion of new liquidity and structural selling pressure resonate, leading to a market crash, entering a phase of cooling.
In the long term, there is no need for excessive worry; the transfer of whale holdings to institutions is beneficial for market structure optimization.
In the short term, estimating micro-strategy cost price, there is support around $73,000.

I'm impressed!!!
Just say whether I'm right or not...!!!
🤡 The non-farm payroll released last night was quite good, and the October non-farm payroll won't be disclosed.
Old Trump truly studied military strategy for the next few years🥵
But for us, it's still child's play.

These days, it's not easy being a dog 🐶!
Old Te Tou can't cut Powell
Vent his anger on Treasury Secretary Besent~!

Even if Old Bei is cut, it won't shake the independence of the Federal Reserve
...this feeling is a bit like when your parents are arguing
And for no reason, they hit you 🤡

I don't really understand this project
Why did it go up as soon as I opened it??

Didn't I open it a lot before?!!!!!!! $BTC

At this point, I can only comfort myself😢

Global stock markets are all falling😭

Tell a cold joke, the return on BTC over 25 years is only 2%
which is lower than the annual yield of US Treasury bonds (4%)...

Today, as soon as I opened my eyes
I saw the good news about $ASTER going up!!!

It's really amazing......
Next time I should buy some!!
ASTER really specializes in handling all kinds of grievances......

I worked hard to practice my ball
I was hit on by an old man
He is about my dad's age, really shameless...

Ran away from my family, played with the yo-yo!
Sure enough, believing in the dish sent by Trump is not as good as believing that I am Qin Shi Huang!

???
It would be impolite to fall any further!!!!