Its ideology is the most thorough decentralization
Therefore, if the ideology differs, it is often very difficult to achieve a complete understanding of the asset, making it hard to be a true hodler and achieve significant results
The pink in the crypto world is a typical example
Generally speaking, the degree of red is often inversely proportional to the earnings within the circle
With the significant drop of $KOGE and $ZKJ, does this mean Binance Alpha is completely done?
I have a three-wave theory about pseudo-innovation, applicable only to pseudo-innovation; true innovation has users and generates revenue that can support asset prices by itself:
First wave: When the gameplay just emerged, those with IQ 50 and IQ 100 clearly didn't understand, while those with IQ 150 had only a partial understanding. As a result, everyone rushed in, and the window period for entry was long, with a high profit effect for early participants. This is similar to the first wave of NFTs, like BAYC; and also like the first wave of AI, such as GOAT, AI16Z, etc.
Second wave: The gameplay has already been played once. Those with IQ 50 didn't understand, some with IQ 100 still didn't get it, but those with IQ 150 completely understood it. Therefore, those with IQ 150 will take large positions, leaving little room for others, reducing the profit effect and shortening the entry window period. For example, in mid-2021, the second wave of DeFi summer or the re-staking wave.
Third wave: Except for those with IQ 50, almost everyone else understands it. The market has become PVP (player versus player), with IQ 50 participants primarily acting as fuel, entering and exiting quickly. The profit effect is poor, like the memes of the past three months.
Binance Alpha should belong to the fifth wave; in the words of Teacher 911, it's something even dogs don't want to play with.
Let AI analyze the bitcoin trend for the next three months (not investment advice, do your own research). Personally, I feel it will surpass the crypto traders:
TL;DR Baseline scenario (55% probability): Maintain the rhythm of 'high-level digestion → attempting to reach previous highs' for the next 3 months, range ≈ US $95k – $125k.
Bullish scenario (25%): ETF fund inflow + the Federal Reserve's first interest rate cut as catalysts, possibly hitting US $135k–$140k by September.
Bearish scenario (20%): Tightening dollar liquidity and escalating geopolitical risks, panic sell-off down to US $85k–$90k.
Strategy: Swing trading: Accumulate in batches within the $95k–$100k range, target $118k/$125k, stop loss at $88k. Medium to long-term allocation: Maintain 60% spot / 40% cash (or short-term treasury ETF), increase position if 'ETF net redemptions continue for 3 days.'
Everyone believes that the tech talents recruited by Musk's doge can save the bureaucratic system.
But when Silicon Valley entrepreneur Sahil Lavingia joined the Trump administration, trying to use technology to "change the world," he personally experienced the whole process of information black holes, political censorship, and being silently "disappeared."
This clash between technological ideals and the realities of the system is far more brutal than you might imagine.
In a recent interview, Sahil Lavingia detailed the entire process 🧵
Blockchain is not just a victory of technology, but a societal reconstruction: everyone can operate as a validating node and help in the transfer of trust.
The future wealth does not belong to the center, but to the node operators who write rules based on code together.
This revolution reshapes finance while also reshaping every participant.
The confidence to prevent panic selling during crashes; The patience to continue dollar-cost averaging in solitude; The original intention to remain calm during surges.
For BTC, being a holder is the best way to invest.
A new high for Bitcoin is not the end, but a phased reward for long-termists.
The stablecoin bill has been passed, allowing the issuance of stablecoins backed by fiat assets to be compliant, and prohibiting algorithmic stablecoins (stablecoins backed by illegal fiat assets)
However, in the long run, the most favorable sector is actually algorithmic stablecoins
Whether it's stablecoins backed by the US dollar or other fiat currencies, they are merely a transitional form before fully decentralized stablecoins
Decentralized stablecoins are also just a transitional form in the process of fiatization of native cryptocurrencies