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《The God of Grain Says》Privacy Sector is About to Rise, Buy Boldly

I. Market Sentiment Shift Under Regulatory Game

1. Marginal Relaxation of EU MiCA Regulations

On April 25, 2025, the EU Financial Regulatory Authority stated that compliant exchanges are allowed to provide isolated custodial accounts for privacy coins, alleviating previous market concerns about the comprehensive delisting of privacy coins. Although exchanges like Binance have not yet resumed XMR spot trading, the liquidity of derivative contracts has rebounded to 73% of the level before the delisting in 2024.

2. Institutional Capital Flowing into Privacy Sector

On-chain data shows that on April 26, a Swiss asset management institution purchased 115,000 XMR (approximately $20.5 million) through over-the-counter trading, marking the largest single institutional investment in the privacy coin sector in 2025.

II. Leverage Effect in the Contract Market Amplifies Volatility

1. Extreme Divergence in Long and Short Positions

As of April 27, the funding rate for XMR perpetual contracts reached 0.15%/8 hours (annualized 219%), indicating crowded long positions. When the price broke through the key resistance level of $190, about $23 million in short positions were liquidated, resulting in an instantaneous increase of 8.7% in a single day.

2. Rotation Effect in the Privacy Sector

During the same period, Zcash (ZEC) fell by 12% due to heightened regulatory scrutiny, with some funds shifting to XMR in search of alternative investments. Data on the market capitalization share of privacy coins shows that XMR's share climbed from 41% in early April to 51%, reinforcing its leading position in the sector and attracting trend traders.

Summary

The abnormal movement of XMR is the result of the combined effect of expectations for technological upgrades, marginal improvements in regulation, and leverage games in contracts. The privacy sector has been down for so long; it should be revived. My grain fans, buy boldly, and I recommend contract traders keep their leverage ratio within 3 times and set dynamic take-profit and stop-loss.