2025 is coming, let’s set sail together with 东晨领航!
In the current market environment, short-term trading is indeed very necessary. If we keep waiting for the spot price to rise, we might feel the anguish of time. Dongchen has recently been fully engaged in ultra-short-term and first-tier operations, yielding good results.
Dongchen only engages in things that are certain, making an average of only 1-2 trades a day. If there is confidence in a target, decisive action will follow; if there is no absolute certainty, we will not act! Brothers: in 2025, come to Dongchen for guidance, and let’s set sail together!
This is a broad principle that covers many aspects of life, including personal relationships, relationships with colleagues, and business transactions. I believe in treating people fairly. Don't take advantage of others, and don't let others take advantage of you. If you can't grasp this balance, you won't achieve much in your life. However, many things are easier said than done. Everyone is subjective and slightly biased. We need to resist this thinking and remain as objective as possible.
The recent trend of Bitcoin remains very strong, with the main buying power still coming from institutions and publicly listed companies in the United States. It can be said that after the turnover of this round of market activity, Bitcoin is increasingly concentrated in the hands of these 'big players.' The trend of institutionalization is expected to become more apparent, and Bitcoin may truly become 'institutional assets.'
Meanwhile, the altcoin market has also started to show signs of activity. Although it has not yet fully exploded, signs are already emerging. Usually, for altcoins to truly take off, it still depends on the performance of Ethereum. From the current technical trends, ETH shows a tendency to break out, which suggests that the next altcoin market may be increasingly exciting.
Additionally, AI MEME remains one of the hot sectors, attracting considerable market attention. Besides that, there are other noteworthy niche areas, such as RWA and WLFI ecosystems, which may become the focus of the next wave of capital chasing. #BTC #ETH #AI #RWA #WLFI
Recently, several large U.S. commercial banks, including JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo, are exploring the collaboration to launch a stablecoin. This is in response to the increasingly fierce competition in the digital asset space.
This means that traditional financial giants are accelerating their efforts to establish an on-chain dollar system. If this project materializes, it is expected to bring a significant influx of dollar liquidity into the blockchain ecosystem, which would be a major boon for the entire cryptocurrency industry.
Bitcoin Breaks Historical High, This Bull Market is Not Simple!
Bitcoin has broken through its historical high, surging past the $110,000 mark. This is not just a numerical update but a signal— the market's focus is being redefined. While altcoins may seem lagging for now, historical experience tells us that once Bitcoin stabilizes, funds will quickly spread to other crypto assets, forming a 'blooming flowers' scenario.
Behind this round of rising is the driving force of macro policies. The US debt issue is becoming more severe, with $6 trillion in debts maturing in June becoming a huge pressure point for the US government. If fiscal measures are not timely alleviated, the destabilization of the credit system is not mere talk. Many might think the country won't 'go bankrupt,' but looking back at the Lehman crisis and the collapse of regional banks, one will understand that this logic is not new—once a debt crisis erupts, the impact is chain-like.
Bitcoin has risen to a new high again! Are you happy? Do you still have Bitcoin in your hands?
Unfortunately, most ordinary people who bought those altcoins are still far from breaking even, and many are still losing money.
Why is this happening? Because the cryptocurrency space today is no longer the innovative and technology-driven environment it used to be; it has become a purely speculative place, filled with all sorts of 'meme coins'.
Everyone no longer trusts projects and is afraid to hold for the long term; they just want to jump in to make quick money when they see an opportunity. Only Bitcoin is still regarded as something truly valuable by everyone, which is why it continues to rise, while other coins are merely short-term speculation, heating up for a while and then cooling off.
Crypto assets enter a new phase of strategic competition! Is there a new opportunity in the altcoin sector?
Recently, discussions in the circle have become increasingly heated, with rumors suggesting that there may be a loosening of crypto regulations domestically. There are rumors that high-level officials in the central bank have indicated a shift from strict suppression to more strategic thinking, which some view as a potential change in policy direction. Although there is no official confirmation yet, if true, it would undoubtedly have a huge stimulating effect on the overall market sentiment—especially against the backdrop of other major countries clearly incorporating crypto assets into their national strategies, such a shift would be very significant. If policies really move in this direction, it may not just be a matter of restoring market confidence, but could directly accelerate the market. Take Bitcoin as an example; once funds and expectations drive it, hitting 150,000 or even higher is not a fantasy. Of course, we must also be cautious that good news might become the 'final rallying call' after it materializes, as history tells us that retail sentiment is often at its peak when large holders are offloading.
The Liquidity Dilemma in the Crypto Market: Who is 'Plundering' It?
The real dilemma of the current crypto market is not as simple as 'poor liquidity'. Many attribute the market downturn to poor liquidity, but I believe this is only a superficial phenomenon. What is truly worth digging into is why liquidity is poor? Is it a natural contraction, or is it being systematically guided away? In my view, the core issue of this round of the crypto market is that liquidity has been 'deliberately and purposefully' transferred away. Although the previous bull markets had ups and downs, they at least had their own rhythm, and altcoins could still run independent trends. But now, the crypto market increasingly resembles a vassal of the traditional financial market, with every move being dictated by the Federal Reserve, SEC, and even comments from certain politicians.
The gap between the rich and the poor seems to be widening, and the situation for vulnerable groups is becoming increasingly difficult, while the concentration of wealth in the hands of a few is becoming more apparent. Ordinary people work hard but find it difficult to accumulate wealth, and instead find it increasingly hard to turn their situation around. Meanwhile, those who control resources and capital continue to live luxuriously and without worries. Those online who brag about their technical skills and project experience may not necessarily have much influence or advantage; more often than not, everyone is in similar starting points and limitations. Although market fluctuations will occur, for ordinary people, real opportunities and breakthroughs still require time and patience, and one should not blindly follow trends or easily trust short-term changes.
Besides holding BTC for the long term, other cryptocurrencies are only suitable for swing trading. If at some point you feel that you will miss the opportunity to get in, hold back, and don't rush to chase the highs—real opportunities will come around again soon.
Cryptocurrency market takes off completely | AI narrative ignites the altcoin season | ETH staking ETF is about to be launched?
Last night, ETF net inflow of $590 million, BlackRock nearly $1 billion in a single day! Sovereign funds are madly buying through BlackRock MicroStrategy raises another billion to prepare for increased holdings 21 Funds' first target: 42,000 BTC, with a market cap exceeding $4 billion! 🔺 Buying pressure like waves, the market is in a frenzy 🔺 Bullish sentiment is off the charts, institutions are returning in full force! ETH/BTC exchange rate continues to strengthen, approaching $1900! BlackRock contributed over $64 million to ETF inflow last night Rumors of ETH staking ETF are approaching, Vitalik publicly speaks out May welcomes upgrade benefits, IPO expectations are coming! ✅ Strong expectations driving ✅ Holding ETH, currently worry-free!
May interest rate cuts + abundant liquidity, are altcoins the 'wealth accelerator'?
In May, be ready to catch the wealth dividends from interest rate cuts! It's not that altcoins are too cheap; it's that global assets have all been hit by 'very reliable' into a golden pit. ✅ The US stock market hitting new highs is just the beginning. ✅ BTC pullbacks are buying opportunities. ✅ Market liquidity is abundant, and risk appetite is returning. 📈 The main line of the market is being reconstructed: 🔹 Interest rate cut expectations ignite the first wave of the market. 🔹 Q3 and Q4 enter the era of tax cuts + balance sheet reduction. 🔹 The real big market is still to come! 🎯 Key focus area: 🪙 New projects with a market cap of 20 million to 300 million are likely to yield excess returns. 👉 Small size + new narrative + capital inflow = excess return multiplier!
The Rise of Altcoins: Is the Market About to Explode?
Tonight, after the US stock market opens, the main funds for Bitcoin will be coming back. Last week, the net inflow of Bitcoin ETF exceeded 3 billion USD, and over the weekend, MicroStrategy released investment trends, suggesting continued large-scale purchases. At the same time, the son of the US Secretary of Commerce, in conjunction with SoftBank and Tether, also bought over 3 billion USD worth of Bitcoin, clearly following MicroStrategy's lead. Additionally, the Arizona bill concerning Bitcoin reserves has entered the final voting phase, and at least five other states are preparing, meaning state-level funds will soon be entering the market—previous estimates suggested this wave could bring about 30 billion USD in buying.
The net inflow into the crypto market is nearly 9 billion USD, institutions are accelerating their entry, and Bitcoin is encountering resistance around 95,000, currently in a state of fluctuation.
If there is a pullback in May, it's an opportunity: buy on dips, buy heavily on large drops, hold until Q3/Q4, and there's a high probability of significant returns.
If there are no new strategies, focus on the strongest coins; when the market comes, they will definitely rise first!
Simple, brutal, and efficient, don't miss this wave.
Next Wednesday, the PCE data will be released. The market expects a significant decrease in inflation, which is favorable for interest rate cut expectations and may stimulate an upward trend in the short term.
However, overall, mainstream coins and altcoins have already risen significantly. It is currently a phase for gradually reducing positions to secure profits rather than blindly chasing highs.
Operational advice:
Long-term positions: Reduce holdings at high levels to lock in profits.
Short-term positions: Flexibly trade in waves, prioritizing strong coins (such as SUI, BNB, TAO).
Core principle:
Invest in strong assets rather than weak ones; the strong will remain strong.
There may be short-term opportunities for price surges, but managing positions well and securing profits is the key.
BONK has launched a new platform LetsBONK, further empowering the ecosystem and receiving widespread support. Currently, the market is near a resistance zone, it is advisable to remain rational, avoid blindly chasing highs, and wait for a pullback after 5 minutes before considering entry.
Recently, small-cap meme coins in the secondary market have seen excessive growth and are showing signs of a pullback. Next, we can pay attention to medium and large-cap projects with more stable performance over the weekend, such as PEPE and SHIB.
Global competition intensifies, market sentiment sways: How to view cryptocurrency and the stock market next?
聊天室 In recent days, the global financial market has begun to stir again. As signs of easing trade tensions between the U.S. and China emerge, the U.S. stock market and cryptocurrency market immediately respond positively. However, this 'good news' comes quickly and retreats just as fast. U.S. Treasury Secretary's remark that 'a comprehensive agreement may not be reached in the next two to three years', along with Trump's statement that 'tariffs will not be unilaterally reduced', has dampened market enthusiasm. Policy is uncertain, making the market difficult to stabilize. Actually, the biggest trouble now is not a specific piece of news, but 'policy uncertainty'. Today saying tariffs will increase, tomorrow saying they will decrease, making it impossible for the market to form clear expectations, leading to more chaos than emotions. Whether it's stocks or cryptocurrencies, the market is no longer looking at fundamentals, but rather at 'who speaks first'.
Bitcoin ETF inflows exceed $1.3 billion, has the market entered a new bull cycle?
In the past two days, the net inflow of Bitcoin spot ETFs reached $1.3 billion, with a single-day inflow of $912 million yesterday. This amount of capital is comparable to when Bitcoin previously broke $90,000, indicating that the current rise is more structurally driven and constitutes a healthy recovery.
Ethereum's performance is particularly remarkable, with a 24-hour increase of over 10%, and the ETH/BTC ratio rising to 0.0193, with ETFs also achieving positive capital inflow. One of the positive news is that Vitalik proposed an upgrade plan to replace the existing EVM architecture with RISC-V, considered the biggest technological innovation since the switch to POS. This idea could greatly enhance the performance of the Ethereum main chain, enabling it to compete with emerging high-performance L1s like Solana and Sui, boosting market confidence.
Bitcoin's market share has risen to 64.67%, reaching a new high since February 2021.
The increase in market share reflects the sluggishness of the altcoin market, and may also indicate that the market is approaching a bottom, with a rebound imminent. Historical data shows that when Bitcoin's market share climbs to critical levels, altcoins often become active in response. For example, when it broke 60% last November, it triggered a small altcoin bull market; and in 2019 and 2021, when market share approached 70%, the market experienced a comprehensive upward trend.