宇东
公众号: 比特宇东 投资人 | 香港家办合伙人 | 区块链PR业务 | 美股 | 17年入币圈老韭菜 Web3爱好者 | Web3对冲基金 | 分享观点-非投资建议
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Is Bitcoin soaring or plummeting this month? A moment of division in global monetary policy: Federal Reserve cuts interest rates vs. Japan raises interest rates!
Starting next week, the Federal Reserve is highly likely to initiate its first interest rate cut (market expectations for a rate cut exceed 85%), releasing liquidity in USD, which is favorable for risk assets; however, the Bank of Japan may simultaneously raise interest rates, potentially breaking the global "negative interest rate era," tightening liquidity for risk assets.
Moreover, this means that the global financial market may enter a "divided period": Federal Reserve easing vs. Japan tightening, and the market direction is unclear. For crypto assets, although a rate cut is theoretically positive, global risk appetite may not immediately rebound, and the rebound space may be limited.
BTC's trend will face short-term uncertainty; it is advised to maintain a light position and proceed with caution!
I advise everyone, the bull market is long gone, switch to a bear market mindset as soon as possible!
#美联储重启降息步伐 #加密市场观察 #比特币VS代币化黄金
$BTC
Starting next week, the Federal Reserve is highly likely to initiate its first interest rate cut (market expectations for a rate cut exceed 85%), releasing liquidity in USD, which is favorable for risk assets; however, the Bank of Japan may simultaneously raise interest rates, potentially breaking the global "negative interest rate era," tightening liquidity for risk assets.
Moreover, this means that the global financial market may enter a "divided period": Federal Reserve easing vs. Japan tightening, and the market direction is unclear. For crypto assets, although a rate cut is theoretically positive, global risk appetite may not immediately rebound, and the rebound space may be limited.
BTC's trend will face short-term uncertainty; it is advised to maintain a light position and proceed with caution!
I advise everyone, the bull market is long gone, switch to a bear market mindset as soon as possible!
#美联储重启降息步伐 #加密市场观察 #比特币VS代币化黄金
$BTC
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The Fed's market rescue, can the crypto circle recover? A brief overview of the truth behind interest rate cuts.
Let's talk about the possibility of the Fed cutting interest rates this month.
Recently, the market's prediction for a 25 basis point interest rate cut has reached 87%–89%.
The main reasons supporting the expectation of interest rate cuts 📊 are several: signs of cooling in the U.S. labor market 🏃, a slowdown in job growth, and poor employment data. In addition, as quantitative tightening (QT) ends and market expectations for liquidity release rise, the liquidity environment is expected to improve.
In simple terms, the market generally leans towards: a 'high probability of a 25bp interest rate cut this month', which could be the last rate cut in 2025, and some see it as the beginning of the easing cycle in 2026.
Recently, the market's prediction for a 25 basis point interest rate cut has reached 87%–89%.
The main reasons supporting the expectation of interest rate cuts 📊 are several: signs of cooling in the U.S. labor market 🏃, a slowdown in job growth, and poor employment data. In addition, as quantitative tightening (QT) ends and market expectations for liquidity release rise, the liquidity environment is expected to improve.
In simple terms, the market generally leans towards: a 'high probability of a 25bp interest rate cut this month', which could be the last rate cut in 2025, and some see it as the beginning of the easing cycle in 2026.
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Besides being a director, Feng's cultural awareness and cognitive ability are not sufficient.
I checked it, and it's true, Feng Xiaogang really said it.
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Hubei seized about 1.9 million USDT unclaimed assets; if no one claims them within six months, they will be handed over to the treasury.
The public security bureau of Xianning, Hubei Province announced on December 3 that during the investigation of a case, they discovered a virtual currency wallet, totaling approximately 1.9 million USDT. It is particularly noted that the original owner of these USDT is unknown, and the owners of this USDT need to present legal proof materials, ID cards, etc., to the police to claim them within six months.
If they are overdue, they will be confiscated and turned over to the treasury! Who's the big V? Remember to claim it! It can be used for hoarding coins too!
#比特币VS代币化黄金 #ETH走势分析
$BTC
The public security bureau of Xianning, Hubei Province announced on December 3 that during the investigation of a case, they discovered a virtual currency wallet, totaling approximately 1.9 million USDT. It is particularly noted that the original owner of these USDT is unknown, and the owners of this USDT need to present legal proof materials, ID cards, etc., to the police to claim them within six months.
If they are overdue, they will be confiscated and turned over to the treasury! Who's the big V? Remember to claim it! It can be used for hoarding coins too!
#比特币VS代币化黄金 #ETH走势分析
$BTC
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The armored vehicle can't stop...
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Incredible, I can only say
Female college students bravely enter the cryptocurrency market, with three stable positions and a current win rate of 100%
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Bitcoin has experienced another sharp decline! Where will it drop to this time? Is there still a bull market?
✅ Let's first look at the short term
After the structure + liquidity sweep, wait for confirmation. BTC is currently in the support zone + near the liquidity pool, having previously completed the actions of 'sweeping lows + breaking down + retesting'. If a solid structural reversal + increased trading volume + bullish confirmation candlestick (similar to CHoCH + successful OB/FVG retest) appears next, there is hope for a short-term rebound.
If it is merely a brief technical rebound without volume and structural support, the market may still experience repeated fluctuations or even breakdowns.
📉 Medium-term trend
If the structure is broken, there is still space below.
If BTC breaks below the $80,000 support zone, it may dip to $70,000−$75,000, especially if overall market risk appetite further deteriorates / traditional assets continue to retract.
During this phase, be vigilant for variables such as leverage liquidation, capital outflow, and institutional watchfulness, which could exert secondary pressure on prices.
📈 Long-term trend
Depends on macro conditions and liquidity.
If global liquidity improves, macro policies loosen, and institutions / ETFs restart entry, then BTC / crypto assets may decouple from risk assets, diverging from traditional assets, ushering in a new round of increases — targets may be $110,000–$130,000 or even higher.
But the precondition is: structural confirmation + liquidity improvement + participation of large funds.
⚠️ Risks and Recommendations
The current structure has not yet confirmed a reversal, so it is advised not to blindly catch the bottom / heavily invest;
Volume, liquidity, and macro policies are sensitive, and if negative news arises, supports may break quickly;
It is recommended to gradually position + strictly control risks, set stop losses / manage funds well, and avoid heavy pressure at a single point.
BTC is currently at a critical watershed — if it can hold the $80,000–$90,000 range and achieve structural + volume confirmation, it would be a buying opportunity; if it breaks down, the retracement space should not be underestimated. At this moment, stability and patience are more important than impulse.
#加密市场反弹 #加密市场观察 #ETH走势分析
$BTC $ETH $BNB
✅ Let's first look at the short term
After the structure + liquidity sweep, wait for confirmation. BTC is currently in the support zone + near the liquidity pool, having previously completed the actions of 'sweeping lows + breaking down + retesting'. If a solid structural reversal + increased trading volume + bullish confirmation candlestick (similar to CHoCH + successful OB/FVG retest) appears next, there is hope for a short-term rebound.
If it is merely a brief technical rebound without volume and structural support, the market may still experience repeated fluctuations or even breakdowns.
📉 Medium-term trend
If the structure is broken, there is still space below.
If BTC breaks below the $80,000 support zone, it may dip to $70,000−$75,000, especially if overall market risk appetite further deteriorates / traditional assets continue to retract.
During this phase, be vigilant for variables such as leverage liquidation, capital outflow, and institutional watchfulness, which could exert secondary pressure on prices.
📈 Long-term trend
Depends on macro conditions and liquidity.
If global liquidity improves, macro policies loosen, and institutions / ETFs restart entry, then BTC / crypto assets may decouple from risk assets, diverging from traditional assets, ushering in a new round of increases — targets may be $110,000–$130,000 or even higher.
But the precondition is: structural confirmation + liquidity improvement + participation of large funds.
⚠️ Risks and Recommendations
The current structure has not yet confirmed a reversal, so it is advised not to blindly catch the bottom / heavily invest;
Volume, liquidity, and macro policies are sensitive, and if negative news arises, supports may break quickly;
It is recommended to gradually position + strictly control risks, set stop losses / manage funds well, and avoid heavy pressure at a single point.
BTC is currently at a critical watershed — if it can hold the $80,000–$90,000 range and achieve structural + volume confirmation, it would be a buying opportunity; if it breaks down, the retracement space should not be underestimated. At this moment, stability and patience are more important than impulse.
#加密市场反弹 #加密市场观察 #ETH走势分析
$BTC $ETH $BNB
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Hong Kong licensed exchange HashKey has applied for an IPO, valued at 500 million USD
Market rumors have been circulating for a long time, and this time news has come out again, which is significant because this is not just a trading platform going public — but rather:
✅ A systematic advancement of the Chinese-style cryptocurrency testing ground
✅ A key part of the Hong Kong government's push for the integration of virtual assets and financial markets
✅ A new channel connecting Asian capital with the global cryptocurrency market
What Hong Kong aims to do is not just to make 'coin trading legal,' but to build a
👉 Regulated, financeable, and industrialized cryptocurrency stronghold
📉 The current market is at a low point, and policy benefits have yet to be realized
📈 The future may see a compliance closed loop from exchange → custody → tokenization
It seems quiet, but in reality, it's a calm phase before the big capital 'opening act'
If this step is successful, it will not only be a Hong Kong stock IPO
But also a crucial step for Chinese-backed cryptocurrency assets to legally 'enter the table'
⏳ In the coming years, we will see if Hong Kong can open a compliant window for the crypto world, and we will continue to wait and see!
#香港稳定币新规 #加密市场观察 #hashkey
$BTC
Market rumors have been circulating for a long time, and this time news has come out again, which is significant because this is not just a trading platform going public — but rather:
✅ A systematic advancement of the Chinese-style cryptocurrency testing ground
✅ A key part of the Hong Kong government's push for the integration of virtual assets and financial markets
✅ A new channel connecting Asian capital with the global cryptocurrency market
What Hong Kong aims to do is not just to make 'coin trading legal,' but to build a
👉 Regulated, financeable, and industrialized cryptocurrency stronghold
📉 The current market is at a low point, and policy benefits have yet to be realized
📈 The future may see a compliance closed loop from exchange → custody → tokenization
It seems quiet, but in reality, it's a calm phase before the big capital 'opening act'
If this step is successful, it will not only be a Hong Kong stock IPO
But also a crucial step for Chinese-backed cryptocurrency assets to legally 'enter the table'
⏳ In the coming years, we will see if Hong Kong can open a compliant window for the crypto world, and we will continue to wait and see!
#香港稳定币新规 #加密市场观察 #hashkey
$BTC
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From 'Crypto President' to Market Value Glacier — Recent Trends and Reality Check of Crypto Assets
Since Trump took office, he has been hailed several times as the 'crypto-friendly president,' and many see Bitcoin, Ethereum, Solana, and others as 'opportunity assets under the wave of policy.'
But reality presents brutal data — the decline across multiple currencies is severe, with drops from ~BTC -13%, ETH -9% to some altcoins/high liquidity tokens losing over 60-70%.
Why is this happening? Several key points are worth noting:
1. 'Crypto policy expectations' have not materialized: Although Trump has released friendly signals towards the crypto industry (opposing CBDCs, supporting mining, etc.), the truly implemented policies with substantial impact are still very limited.
But reality presents brutal data — the decline across multiple currencies is severe, with drops from ~BTC -13%, ETH -9% to some altcoins/high liquidity tokens losing over 60-70%.
Why is this happening? Several key points are worth noting:
1. 'Crypto policy expectations' have not materialized: Although Trump has released friendly signals towards the crypto industry (opposing CBDCs, supporting mining, etc.), the truly implemented policies with substantial impact are still very limited.
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The meeting for the coordination mechanism to combat speculation in virtual currency trading has been convened.
It’s time to start cracking down on virtual currency🪙 trading again.
As the year comes to an end, everyone should be cautious with deposits and withdrawals, and there are many scammers around.
On one side are the scammers, on the other side is the crackdown; it's a difficult situation.
According to Jinshi Data on November 29, 2025, the People's Bank of China held a meeting to coordinate efforts to combat speculation in virtual currency trading. The meeting emphasized that virtual currencies do not have the same legal status as legal tender, do not have legal compensation, and should not and cannot be circulated as currency in the market. Activities related to virtual currencies are considered illegal financial activities. Stablecoins are a form of virtual currency that currently cannot effectively meet customer identity verification, anti-money laundering, and other requirements, posing risks of being used for money laundering, fundraising fraud, illegal cross-border fund transfers, and other illicit activities. (People's Bank of China website)
#加密市场反弹 #香港稳定币新规
$BTC $ETH $BNB
It’s time to start cracking down on virtual currency🪙 trading again.
As the year comes to an end, everyone should be cautious with deposits and withdrawals, and there are many scammers around.
On one side are the scammers, on the other side is the crackdown; it's a difficult situation.
According to Jinshi Data on November 29, 2025, the People's Bank of China held a meeting to coordinate efforts to combat speculation in virtual currency trading. The meeting emphasized that virtual currencies do not have the same legal status as legal tender, do not have legal compensation, and should not and cannot be circulated as currency in the market. Activities related to virtual currencies are considered illegal financial activities. Stablecoins are a form of virtual currency that currently cannot effectively meet customer identity verification, anti-money laundering, and other requirements, posing risks of being used for money laundering, fundraising fraud, illegal cross-border fund transfers, and other illicit activities. (People's Bank of China website)
#加密市场反弹 #香港稳定币新规
$BTC $ETH $BNB
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The before and after comparison of the Hong Kong fire is shocking!
Alas, natural disasters and man-made calamities, sometimes we only think of taking precautions after they occur.
May the deceased rest in peace.🙏
I have to say that the big players in the cryptocurrency circle are quite responsible, donating a lot! Worth praising.👍
The fire of the Nine Purple Departure is intense.😡
Bitcoin and Ethereum are likely to continue adjusting with mainstream risk assets, it's better to wait and see for spot trading, as spot purchases are based on expectations. With expectations declining, better hold back!
#加密市场反弹 #加密市场观察
$BTC $ETH $BNB
Alas, natural disasters and man-made calamities, sometimes we only think of taking precautions after they occur.
May the deceased rest in peace.🙏
I have to say that the big players in the cryptocurrency circle are quite responsible, donating a lot! Worth praising.👍
The fire of the Nine Purple Departure is intense.😡
Bitcoin and Ethereum are likely to continue adjusting with mainstream risk assets, it's better to wait and see for spot trading, as spot purchases are based on expectations. With expectations declining, better hold back!
#加密市场反弹 #加密市场观察
$BTC $ETH $BNB
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Current Market Situation and Trend Analysis
Hello everyone, I am Yudong
📅 Daily Perspective
BTC has recently fallen sharply from its high of $126,000 at the beginning of October this year, and the current price has dropped to around $87,000, with a decline of nearly 30%. This has almost formed a strong one-sided downward trend. Multiple moving averages are exhibiting a bearish arrangement, and several consecutive large bearish candles have closed recently, indicating that bearish momentum remains strong.
Moreover, recently BTC has breached multiple key support zones. The breakdown of these important structural support areas and psychological price levels indicates that the bullish defense line has been penetrated, and the market structure has begun to lean towards bearish.
📅 Daily Perspective
BTC has recently fallen sharply from its high of $126,000 at the beginning of October this year, and the current price has dropped to around $87,000, with a decline of nearly 30%. This has almost formed a strong one-sided downward trend. Multiple moving averages are exhibiting a bearish arrangement, and several consecutive large bearish candles have closed recently, indicating that bearish momentum remains strong.
Moreover, recently BTC has breached multiple key support zones. The breakdown of these important structural support areas and psychological price levels indicates that the bullish defense line has been penetrated, and the market structure has begun to lean towards bearish.
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In fact, it is no longer a safe-haven asset...
Is Bitcoin still a safe-haven asset? It may no longer be!
Looking at the latest data 📊, the 30-day correlation coefficient of Bitcoin with the Nasdaq 100 📈 has risen to about 46%, while its correlation with the S&P 500 is around 42%.
The negative or low correlation with traditional safe-haven assets like gold 💰 and the US dollar 💵 remains evident, indicating that Bitcoin currently resembles a 'risk asset' rather than a 'digital gold' safe-haven asset.
Some institutions 🏦 and quantitative research have also pointed out that Bitcoin is increasingly integrating into the traditional financial system, with enhanced correlation to US 🇺🇸 tech stocks and overvalued sectors.
So how should we view Bitcoin going forward? Should we still buy Bitcoin?
Since Bitcoin is highly correlated with risk assets like the stock market, in an environment where macro risk appetite declines and valuation pressures increase, the short-term downside risk 🫨 for Bitcoin will significantly increase. If the stock market experiences a pullback, Bitcoin may also be dragged down.
Conversely, if expectations of easing return (such as interest rate cuts, liquidity release, and tech sector rebounds), there is a good chance Bitcoin will become one of the first rebound candidates after the recovery of risk sentiment.
Therefore, the wisest strategy now is not to rush to bottom fish, but to wait for three signals to appear simultaneously: confirmation of structural support, reversal of risk asset sentiment, and return of mainstream capital.
So currently, a cautious wait-and-see 👀 aligns better with market logic.
#加密市场反弹 #比特币波动性 #加密市场观察
$BTC $ETH $BNB
{spot}(BNBUSDT)
Looking at the latest data 📊, the 30-day correlation coefficient of Bitcoin with the Nasdaq 100 📈 has risen to about 46%, while its correlation with the S&P 500 is around 42%.
The negative or low correlation with traditional safe-haven assets like gold 💰 and the US dollar 💵 remains evident, indicating that Bitcoin currently resembles a 'risk asset' rather than a 'digital gold' safe-haven asset.
Some institutions 🏦 and quantitative research have also pointed out that Bitcoin is increasingly integrating into the traditional financial system, with enhanced correlation to US 🇺🇸 tech stocks and overvalued sectors.
So how should we view Bitcoin going forward? Should we still buy Bitcoin?
Since Bitcoin is highly correlated with risk assets like the stock market, in an environment where macro risk appetite declines and valuation pressures increase, the short-term downside risk 🫨 for Bitcoin will significantly increase. If the stock market experiences a pullback, Bitcoin may also be dragged down.
Conversely, if expectations of easing return (such as interest rate cuts, liquidity release, and tech sector rebounds), there is a good chance Bitcoin will become one of the first rebound candidates after the recovery of risk sentiment.
Therefore, the wisest strategy now is not to rush to bottom fish, but to wait for three signals to appear simultaneously: confirmation of structural support, reversal of risk asset sentiment, and return of mainstream capital.
So currently, a cautious wait-and-see 👀 aligns better with market logic.
#加密市场反弹 #比特币波动性 #加密市场观察
$BTC $ETH $BNB
{spot}(BNBUSDT)
See original
Is Bitcoin still a safe-haven asset? It may no longer be!
Looking at the latest data 📊, the 30-day correlation coefficient of Bitcoin with the Nasdaq 100 📈 has risen to about 46%, while its correlation with the S&P 500 is around 42%.
The negative or low correlation with traditional safe-haven assets like gold 💰 and the US dollar 💵 remains evident, indicating that Bitcoin currently resembles a 'risk asset' rather than a 'digital gold' safe-haven asset.
Some institutions 🏦 and quantitative research have also pointed out that Bitcoin is increasingly integrating into the traditional financial system, with enhanced correlation to US 🇺🇸 tech stocks and overvalued sectors.
So how should we view Bitcoin going forward? Should we still buy Bitcoin?
Since Bitcoin is highly correlated with risk assets like the stock market, in an environment where macro risk appetite declines and valuation pressures increase, the short-term downside risk 🫨 for Bitcoin will significantly increase. If the stock market experiences a pullback, Bitcoin may also be dragged down.
Conversely, if expectations of easing return (such as interest rate cuts, liquidity release, and tech sector rebounds), there is a good chance Bitcoin will become one of the first rebound candidates after the recovery of risk sentiment.
Therefore, the wisest strategy now is not to rush to bottom fish, but to wait for three signals to appear simultaneously: confirmation of structural support, reversal of risk asset sentiment, and return of mainstream capital.
So currently, a cautious wait-and-see 👀 aligns better with market logic.
#加密市场反弹 #比特币波动性 #加密市场观察
$BTC $ETH $BNB
Looking at the latest data 📊, the 30-day correlation coefficient of Bitcoin with the Nasdaq 100 📈 has risen to about 46%, while its correlation with the S&P 500 is around 42%.
The negative or low correlation with traditional safe-haven assets like gold 💰 and the US dollar 💵 remains evident, indicating that Bitcoin currently resembles a 'risk asset' rather than a 'digital gold' safe-haven asset.
Some institutions 🏦 and quantitative research have also pointed out that Bitcoin is increasingly integrating into the traditional financial system, with enhanced correlation to US 🇺🇸 tech stocks and overvalued sectors.
So how should we view Bitcoin going forward? Should we still buy Bitcoin?
Since Bitcoin is highly correlated with risk assets like the stock market, in an environment where macro risk appetite declines and valuation pressures increase, the short-term downside risk 🫨 for Bitcoin will significantly increase. If the stock market experiences a pullback, Bitcoin may also be dragged down.
Conversely, if expectations of easing return (such as interest rate cuts, liquidity release, and tech sector rebounds), there is a good chance Bitcoin will become one of the first rebound candidates after the recovery of risk sentiment.
Therefore, the wisest strategy now is not to rush to bottom fish, but to wait for three signals to appear simultaneously: confirmation of structural support, reversal of risk asset sentiment, and return of mainstream capital.
So currently, a cautious wait-and-see 👀 aligns better with market logic.
#加密市场反弹 #比特币波动性 #加密市场观察
$BTC $ETH $BNB
See original
Doge has disbanded, there's nothing going on.
BITWU
--
Elon Musk's call, the $DOGE that swept the MEME market last cycle, why is this cycle suddenly “without ripples”?
🧐$DOGE, the king of the last cycle, has many significant events today, but there hasn't even been a splash｜
Elon Musk's call, the $DOGE that swept the MEME market last cycle, why is this cycle suddenly “without ripples”?
Many people are asking this question!
On one hand, the NYSE has approved the listing of Grayscale DOGE and XRP spot ETFs this Monday, and the market's feedback is extremely weak;
On one hand, the U.S. government's Efficiency Department (DOGE), which was supposed to operate until July 2026, has officially disbanded!
In the last cycle, everyone was shouting about breaking through the previous era's MEME king $DOGE, which was in disarray in the wind;
Elon Musk's call, the $DOGE that swept the MEME market last cycle, why is this cycle suddenly “without ripples”?
Many people are asking this question!
On one hand, the NYSE has approved the listing of Grayscale DOGE and XRP spot ETFs this Monday, and the market's feedback is extremely weak;
On one hand, the U.S. government's Efficiency Department (DOGE), which was supposed to operate until July 2026, has officially disbanded!
In the last cycle, everyone was shouting about breaking through the previous era's MEME king $DOGE, which was in disarray in the wind;
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The market agreed that BTC is over-valued against Gold! And is down 50% since then!
#BTCVSGOLD
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