5660-eth

Long BTC hit stop loss, has stopped loss

The upward elasticity of BTC is good, let's try a little more. However, if Trump does not show a easing attitude towards the tariff war this weekend, and countries strengthen their countermeasures, we should still pay attention to the possible crash of the US stock market next Monday, and be ready to hedge BTC at any time.
I recommend everyone to learn about the Smoot-Hawley Tariff Act during the Great Depression in the United States in the last century.
In the short term, BTC has not followed the US stock market's plunge and even shows signs of rebound.
In the long term, with the ongoing tariff and trade wars, the credit of the US dollar will gradually weaken and, in extreme cases, may even collapse. Therefore, as countries learn from the history that is happening, the next international reserve currency will definitely not be another credit currency. Perhaps BTC will have a strong competitive position as an international reserve.

#特朗普签署行政命令 transaction ended, fully hedged

#白宫首届加密货币峰会 has lifted part of the BTC hedge and has gone long on a more flexible trump.

It needs to be explained that, for me, the current risk-reward ratio of the market is not attractive. Aside from a small amount of long BNB, I have basically liquidated everything else, and the BTC positions shown in the asset portfolio are mostly used for arbitrage.

Individuals cannot understand CZ's focus on memes

View my earnings and investment portfolio details. Follow me to learn investment skills.

After BNB changed its automatic buyback model, is the current buyback too low? @Yi He
As a BNB holder, I compared the buyback data of BNB and OKB. It is well known that due to a lack of public disclosure, it is difficult to estimate the income of major exchanges, which makes it hard to know whether their buyback commitments for platform tokens are fully met. According to public data, the destruction amount of OKB in the past year was nearly 60 million, and currently, there are about 160 million remaining, with a destruction rate of 27.3%. The destruction amount of BNB in the past year was about 7.5 million, and currently, there are about 146 million remaining, with a destruction rate of 4.89%. Of course, due to the different prices of the two, the different destruction rates can be understood. But looking at the most recent quarter, OKB destroyed 18 million, with a total value of about 900 million USD, while BNB destroyed 1.77 million, with a total value of about 1.07 billion USD. Whether from market share or industry position, OKX's revenue should be much lower than Binance's, yet the current buyback amount is close, which is somewhat incredible!
BNB initially promised to use 20% of its revenue to buy back BNB, stopping after destroying 100 million, and later changed to an automatic buyback model; OKB promised to use 30% of its revenue to buy back OKB, with no buyback limit. From the model, it seems that OKB is more sincere? I don't quite understand why BNB would set a buyback limit, what is the motivation behind it?
It is understandable that BNB adopts an automatic buyback to avoid the intention of insider trading. But now, with the significant difference in industry status between the two, and the buyback amounts of BNB and OKB being close, should we consider whether the parameters of BNB's automatic buyback model are unreasonable? Is it close to the standards that BNB initially promised? Should we consider increasing the buyback? At the current buyback speed of BNB, it is estimated that in about 5 years, the BNB buyback will terminate; should we consider the rationality of setting a buyback limit?
It should be emphasized that I did not take into account BNB's launchpad and holder airdrops; in the past year, there has almost always been a return on investment exceeding 1% in each period, and there have been so many periods. If this part is included, BNB's return is also very high.

A-shares now also have a meme tendency. For example, previously there was speculation about Chuanda Zhisheng, the 'Oriental' concept, and digital trends. This time, with the Korean martial law farce, are they going to speculate on Han Jianhe Mountain?

#2024withBinance A fruitful year, thanks to BNB and the times

Real institutional cow = real JB cow

Sequencer decentralization problem, 7-day challenge failure to implement, Prover system hardware acceleration problem, EVM competiable equivalence problem, asset cross-chain escape hatch problem, Token economic model cannot empower governance token problem, native DeFi development difficulty problem, etc. wait.
Everyone is talking about L2, ETH L2, and BTC L2. Do you understand the above-mentioned issues of L2?
#ARB #OP #Manta #STX #RIF

BlockBeats news, on January 16, according to official news, the instant messaging application LINE launched the blockchain project Finschia and the Korean public chain Klaytn jointly proposed a mainnet merger. The integrated blockchain will combine Ethereum (EVM) and Cosmos ( CosmWasm) technology, providing a network with compatibility and high performance.

A new integrated token (tentatively named PDT) will be issued after the mainnet merger, and holders of FNSA and KLAY will be able to claim this new token. The merger proposes a completely new token economic model. Approximately 24% of the existing issuance will be burned, and unissued supply will be permanently removed. The integrated inflation rate will be reduced to 5.2%, and a new burn model will be introduced to maintain growth.

If the proposal is approved, the plan is to establish an integrated foundation, launch new token exchanges, complete governance integration, and launch new business plans within the second quarter.
#klay