Daily coin magazine:

The complete ETF data has finally been updated today. Still read the end of the article. Would you rather see the daily increment or the total amount? Or if you prefer to see charts or text, you can leave a message in the comment area, and I will update it according to the majority of people's opinions.

The short-term adjustment of the U.S. stock market may have ended yesterday. It suddenly reversed in a V-shape at the end of the trading day. Everyone was waiting to see Nvidia's financial report. As a result, the fourth quarter was very good, with an after-hours increase of more than 10%, which can be said to be the hype of AI technology stocks. It should have started in the US stock market, so today the AI ​​sector in the currency market is going crazy again.

Let’s talk about WLD first. I just said yesterday that 8U is not the end, and we have passed it today. At present, WLD’s FDV (fully diluted market value) has exceeded 80 billion US dollars. Currently, an iris meter and an APP are comparable to the market value of OPENAI. Okay, this is the speed of the currency circle.

Let’s talk about another “RNDR” that we mentioned on January 31 (you can go back and see). At that time, the price was only about 4.6, and now it is 7.5. Although it is not as fast as WLD, it is still very stable. It is also close to the concept of SORA. It mainly makes graphics rendering solutions, and the tokens are empowering. , integrated with AI. This coin has increased more than 20 times since the bottom, with a market value of nearly 3 billion U.S. dollars and a record high price of 8.7. It may also break through to a new record high before Bitcoin.

Let’s talk about the entire AI sector. Even if it breaks out of the currency circle, it should be the future trend of the entire technology industry. CHATGPT5 may also come out this year, so there is still a lot of room for imagination in the AI ​​sector. Therefore, there will be some currencies with overlapping concepts at present or in the future that can be given priority, such as AI+chain games, AI+DEPIN (infrastructure), AI+video, etc.

The "Golden Shovel" BNB has once again exerted its power and has been renewed. How many new projects are waiting to be launched? According to statistics, the average mining return rate in the 8 periods since December 13 to the present is 2.1%, free of charge. 16%,

Shovel's own growth rate has now exceeded 50%. It is really a combination of eating and taking. The income has exceeded that of holding a big pie or two pieces. If the position is rolled over, it should be even more. The new releases in this issue are still in the chain gaming sector. Judging from the new releases in these two issues, we should have already understood the sectors that should be speculated in the future.

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Market interpretation

Yesterday, I touched the position of 50500, and the divergence was solved. As we said, when the divergence was solved, it started to continue upward. There should be nothing wrong with it. I should be more accurate in the short term these days. Yes, is it related to the change of release time and name? A larger level is still optimistic that there will be another real (not pin) new high in the rise.

The counterattack of Erbing continues. It is indeed very strong to hold on like this. Recently, Sun Ge seems to have increased his holdings a lot. Sun Ge must be under the guidance of an expert, so Er Biang should still continue to rise. I also said it yesterday 3000 is just a short-term round-number adjustment, and it should not be difficult for the exchange rate to make up for the increase above 0.06, so 3500 can be seen.

If RUNE and RNDR are keeping up, they should all be eating meat. Congratulations first. It can also be seen that I basically only share the layout with everyone when the relative adjustment is at a low level and the certainty is relatively high. It is not brainless. If you are monotypic, please like it if you eat meat.

Today’s panic and greed index: 74 (greed)

As of February 20 (US time) ETF holdings data: total net inflow is 2,580, total ETF holdings are 728,665, Grayscale has reduced its holdings by 2,652 on that day, and its total holdings have been reduced by 168,815