July 28, 2025
In (Snow in the Sword), there is a classic line: 'A sword opens the gate to heaven, breaking the countless roads of the world.' At this moment, I think the market deserves a common sword to break the shackles of heaven and earth, creating a magnificent scene of breaking through limits. Ethereum has officially reached $3,800, and the next step is to break through $4,100 to refresh the new high from last December, opening up a new space and moving towards historical highs. Meanwhile, the price of $BNB has broken through $850, once again refreshing the historical price record, this sword breaks the confinement of the heavenly gate, opening up a completely new space. Theoretically, this largest global cryptocurrency platform's upper limit will gradually rise with the development of cryptocurrency.
This wave of increase cannot be separated from the impetus of Wall Street funds. The rise of BNB directly stems from the news of Binance Labs funding the BNB version of MicroStrategy, all thanks to the success of Bitcoin MicroStrategy. Behind the success of MicroStrategy, various 'MicroStrategy' strategies are officially sweeping through U.S. stock companies, with ETH, BNB, TRX, SOL, etc., being targets that various capitals are competing to buy. Since the leading position of Bitcoin MicroStrategy is unshakeable, why not seek alternatives that are more likely to break through? Based on this logic, the prices of Ethereum and others have begun to rise recently.
We have to admit that the token 'MicroStrategy' has become a new narrative. Unlike before, this time the narrative centers around the U.S. stock market, with the token serving merely as a tool. We all know that the vast majority of capital buying tokens do not intend to hold them for long-term returns but rather hope to use the token's value to exploit shell companies in the U.S. stock market. As the trend of 'MicroStrategy' continues, we will see more tokens being selected, even some with very low market caps, at which point there will be significant bubbles. Currently, we are still in a phase of enjoying the bubble.
As for the upcoming market trends, I will continue to remain bullish. In addition to various capital participating in the 'MicroStrategy' buying activity, Bitcoin is also brewing new highs. In fact, for the market, when the trend arrives, Bitcoin does not need new highs; it just needs to maintain high-level consolidation, and that's enough. Now BNB has already broken through first; if we compare it to brokerage stocks, this is a signal that the bull market has officially started. A real bull market will wait for capital to rotate into other sectors; I can't say it will definitely rotate into most altcoins, but at least it will wait for most mainstream coins to begin speculation, like the previously quiet atom, dot, and other speculative public chains, as well as some L2s. Until we see these being pulled up, I can't say this is a bull market.
Thank you for your attention and likes.#BNB创新高
