AB Kuai Dong

I am very glad to meet CZ in Tokyo. This is his return to Japan after 7 years, and during this time, the entire industry has undergone tremendous changes.

At this event, I asked CZ a question: How do you view the on-chain of everything and the tokenization of stocks?

He replied: There have not yet been large-scale coin-stock products on the market. The possible reason is that each country and region has different policies, making it difficult for coin-stock investors to receive dividends and easily redeem stocks. There are also price differences during trading. However, projects on the chain are usually global in nature, which was a significant pain point back then.

Restrict areas or try to solve it?

But he reiterated that the trend of RWA cannot be stopped. $BNB

I listened to CZ's year-end online speech tonight

1. The current focus of personal work remains on charity Giggle, entrepreneurial support YZi Labs, and building the BNB ecosystem, while providing cryptocurrency strategic advice to various countries.

2. Predictive markets are still a relatively early stage, previously during the U.S. election, Polymarket had good trading volume, and next year's World Cup or the next hot topic is a good opportunity for all prediction platforms to capture market share.

3. All predictive markets will reference each other in the future, so the execution ability of the team is very important, as needs may change at any time.

4. All AI trading agents have a problem: if they are very profitable, why sell them to others? So if an AI can really make money, then fundraising should be very simple, but I believe AI will be widely used by traders in the future, though most algorithms will be different.

5. Regarding the new stablecoin U, he believes that competition is a good thing. Nowadays, USDT and USDC do not provide much yield, and he hopes for further stablecoin developments, mentioning FDUSD and USD1.

6. The data from the BNB chain this year is very good, possibly one of the best public chains in terms of trading volume this year. He encourages more developers to build on it.

Ah, this... Tonight CZ will hold an online live stream, so the prediction platform immediately opened the corresponding betting options, betting whether CZ will mention the word BNB more than 5 times, the word Builder more than 3 times, and whether it will mention Trump, Aster, etc.

Looking at it, there is a 94% probability, and it has already bet that CZ will definitely mention the word BNB more than 5 times.

I don't know how the guy feels after seeing this, it is also possible that in the end, he will intentionally mention all the keywords, thus bringing a wave of traffic to this prediction platform.

I can only say that the industry has developed to this point, and it has already become possible to predict everything, from politics to a single online live stream.

It feels a bit like watching a variety show while voting, only this process is driven by cryptocurrency.

Supplement: This Predict fun is also invested by YZI Labs.

Not only the cryptocurrency sector, but also the indicators for retail investors in Asia
KOSPI KS11 and Nikkei 225

These days have also been quite brutal..
Seeing everyone losing money, I don't feel as bad.

The market is bad, comparable to a financial industry's version of sexual repression.

Because the market is bad, there are losses and discomfort.
Because everyone is losing money, institutions and exchanges have to lay off employees.
Due to cost-cutting, downstream media bloggers and retail investors have no money to take.
Because there is no money to take, it has led everyone to find ways to make ends meet.

Disputes over opinions, major industry events, and peers facing disasters, all abnormal behaviors in a bear market can be explained as: the market is bad.

I was just refreshing the speed of the cow return, why is it that when I opened the exchange

the price is still in the same place, and my order is gone?

$BTC $ETH

Just found out, everyone is talking about Binance on-chain

It's no longer Hyperliquid

But Polymarket

The background of BN's official foray into the prediction market.

The three platforms Polymarket, Kalshi, and Opinion are seeing a trend of increasing open positions and revenue, having reached new highs since the betting frenzy of the Trump election.

Moreover, the proportion of Web2 users and the platform retention rate are extremely high (surpassing the vast majority of crypto DEXs, wallets, and protocols.

The next battleground for various exchanges in early next year: prediction markets.

This should be the first time in history that Binance officially announces an industry blacklist?

Former Spark Digital Capital, Web3Port partner May, and Chinese industry professional Dannie are all included, along with Suki Yang, who previously did research at Pantera and went on to start and incubate projects.

Moreover, this is only a partial disclosure of personnel, it's quite lively.

If it were 4 years ago, a project announced the SEC ended a long-term investigation and published a clear roadmap for 2026, then it would definitely take off.

However, today, 4 years later, it hasn't..$AAVE

Another microstrategy company may be facing delisting.

This summer, the Bitcoin microstrategy company Kindly MD (NASDAQ code: NAKA), which has raised a total of 763 million USD, has been notified by NASDAQ that it faces delisting risk due to its stock price being below 1 USD for 30 consecutive trading days.

The company has accumulated 5,398 Bitcoins, making it the 19th largest Bitcoin public treasury company in the world.

However, as the microstrategy sector in the U.S. cools down, more companies whose main business is accumulating cryptocurrencies are gradually facing the risk of delisting due to sluggish stock prices.

There have even been cases where microstrategy companies, in order to save their listed shell, were forced to sell coins.

Only 15 days left until the end of 2025. Looking back at this year's predictions from these guys for Bitcoin $BTC by the end of the year.

100,000 - Standard Chartered
150,000 - Star player Thompson
170,000 - JPMorgan
180,000 - VanEck
200,000 - Tom Lee
200,000 - Bernstein
250,000 - Old Black Arthur Hayes

Stuck - Me

Ah, this... A popular post was promoted on Xiaohongshu, asking whether to join the Chinese AI company MiniMax with a starting annual salary of 700,000 or the Web3 company Binance with a starting annual salary of 1,000,000.

As a result, both the votes and the comments overwhelmingly suggested going with Web3.

It seems our industry still has a lot of hope,
even many Web2 people think so.

What exactly happened?

Sorry, I passed out again when I opened Binance this morning.

Why is everyone saying it will rise, yet it keeps falling?

ASTER has actually reached 0.79.

Let's talk about the interest rate hike in Japan.

Apart from the announcement of the interest rate change on December 19, the market is particularly concerned about whether the Bank of Japan will continue to raise interest rates. Currently, the interest rate is 0.5%, and after the hike, it would only reach 0.75%.

However, based on what was mentioned earlier, to bring the interest rate back to a neutral range, the market speculates that this round of rate hikes should eventually reach 1.25%, which means betting on three consecutive rate hikes.

The last time Japan raised interest rates consecutively was from March 2024 until January 2025, a period of about 10 months, which raised Japan from a negative interest rate of -0.1% to a final rate of 0.5%.

Currently, Japan is still facing high prices, with inflation exceeding 2% for three consecutive years, and there are constant criticisms from the public regarding the pace of the Bank of Japan's interest rate hikes, which cannot keep up with the inflation rate, resulting in very low actual borrowing costs.

The market is currently digesting the panic of consecutive rate hikes after the initial increase, while December is also the worst time for liquidity due to North American Christmas and year-end holidays, leading to significant market volatility.

This is just a reference, as many factors affect asset prices.

2025 Mo Er Thread
2026 Mo Xiao Man
2027 Mo Er Financial Management
2028 Mo Er Football
2029 Mo Er Evergrande
2030 Mo Er Bonds

Seeing the peers next door doing macro analysis, they have been complaining all day. The reason is not that the data for November is bad, but that one research report is published and another is sealed.

Just noticed that the data statistics chart from Gelonghui has also been taken down..

Witness history tonight?

Spot gold is only 0.8% away from a new high

Grandpas and grandmas seem to be winning again

$PAXG

The financing king public chain Monad, yesterday's on-chain transaction fee income was only 3598 US dollars?

Is this a problem with the DeFiLlama tool, or is it really like this!?$MON