When Trump opened his mouth, the big pie instantly collapsed by 5,000 points, and altcoins fell directly by 10%-20%. Those who understand the market know that this is just a mouthful after emotional loss of control; those who don’t understand the truth might really think his son opened a short position in advance. This wave of high-level selling has liquidated 590 million dollars in leverage, of which the bulls accounted for 500 million; the fuel for the next wave of market has quietly begun to accumulate.
As for tariffs, history has certainly provided lessons. In the US-China game, American public opinion, and global inflation pressures, Uncle believes that such absurdly high tariffs cannot take shape. Policy clashes between major countries are simply posturing; after showing the knife, they ultimately have to retract it. A series of operations as fierce as a tiger ultimately leaves only a mess of risks.
Bitcoin spot ETF has seen a net inflow for eight consecutive days, with a single-day inflow of 212 million dollars yesterday; Ethereum ETF has also seen net inflows for six consecutive days, with 58.62 million dollars yesterday. American sentiment is as hot as a steamer; off-market funds are steadily entering, and as long as emotions haven't turned, the market trend won't collapse. When you should remain calm, don’t rush for change.
RWA is starting to break out, and global risk assets are being reshuffled around the core proposition of 'asset on-chain'. Whether it’s real estate, debt rights, or distressed assets, the tokenization of assets is a revolutionary upgrade of traditional trust mechanisms. The next big cycle in the crypto market is already at our doorstep.
Can retail investors eat this piece of meat? Uncle said yes, but it's very difficult. The essence of finance is to transform 'inefficient capital' into 'concentrated benefits', which translated means that the big players will take your money. If you want to eat meat, you must have the ability and sense of rhythm; you must correctly keep up with the pace of the big players; without either, you don’t qualify to sit at the table.
Today, an old friend, once a big player in A9, has completely gone to zero. A house in Shenzhen Bay No. 1 was sold off last week, and four luxury cars worth tens of millions were all used to pay debts. The last bull market relied on deepening DeFi, but this bull market has stumbled on PVP and high leverage, not because he didn’t understand the market, but because he could no longer find direction.
As early as last April, when he cleared all Bitcoin and went all-in on memes and leverage, Uncle already had a sense—this person is in trouble; he just didn’t expect the collapse to come so quickly. Money in the crypto circle is indeed easy to make, but it is also indeed easier to lose. Many people don’t understand a simple question: if you can’t make money in web2, why do you think you can make money in web3?
The answer has always been there—relying on trends, relying on cognitive gaps, relying on luck. The years of web3 have been a time arbitrage of cognitive gaps; as long as you stand in the wind long enough, Bitcoin will eventually lift you up. But for those who hope to rely on a seasonal altcoin to make a remarkable comeback, Uncle can only say that if you want to rely on a once extreme turnaround to recover lost ground, you may ultimately lose even hope, holding on to the end, it’s all in vain, it’s no joke.
Last night’s blow was no light matter; some people took the opportunity to sell during the rebound, while others had early chosen sectors and committed to the market. Uncle chose to continue observing. Before the new high of the big pie, I reduced my positions; it's not yet time to add back in. If there’s no new signal, one shouldn't act; the market is earned, not gambled.
Following BB, PEPE in the doubling sequence has also successfully doubled; overall returns have now exceeded 50%. Plans are gradually realized, not blown up in a day. Regarding the new user training camp, Uncle considered it carefully and decided to focus mainly on Huobi node users. Those who registered under my community node earlier should contact my assistant to prepare for the group; friends from other major exchange nodes are also welcome.
Let’s talk about Huobi and Brother Sun, the man at the center of the dinner table, next to Buffett. There’s less drama now and more stability; it really looks like they are doing real work. HTX is the only major exchange to achieve net capital inflow and profit growth throughout the year, and the platform's new projects are steadily listing and reaching new highs. Those who have viewed HTX through filters should now drop their biases and face this platform that might bring you a turnaround opportunity.
BTC: The current high position pullback of Bitcoin still looks healthy in terms of trend. The daily market's rising channel has not been broken; the bottom is currently at 105,000 points, and the reversal position at the upper limit is in the range of 115,000 to 120,000 points. The daily line must at least stabilize above 120,000 points to form a daily reversal. There is still a daily top divergence from the technical side; based on technical logic, this position still belongs to the selling area of the top or the waiting area of the trend. Continue to pay attention to the situation of high and low points.
ETH: For Ethereum to start a major rise on the daily chart, it must first break above 2800 points; for now, just hold.
SUI: Above 3.4 points on SUI are all safe; currently, the hacker's funds have been directly frozen on-chain, and this matter is likely coming to a close. Opinions on this freezing of SUI are mixed, but it essentially constitutes a false testimony against decentralization. Uncle thinks that complete decentralization will certainly have necessary limitations; fairness is relative; otherwise, there won't be enough retail investors in the market to harvest.
Altcoin section: Observe for a day. Any questions can be discussed in the comments.
The fear and greed index is at 66 for the day.
Finally, stay away from leverage and stockpile more spot assets!
