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The global M2 money supply in this cycle remarkably aligns with Bitcoin price trends (with a correlation close to 90%).
If this continues, the peak of this cycle may occur in mid to late September.
If this continues, the peak of this cycle may occur in mid to late September.
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Will a deep correction occur? We can generally judge by the cost band of short-term holders.
Currently, we are in the yellow band ($105,000 - $131,000), which is the most common trading range in this bull market cycle, indicating optimism without excess.
Generally, we do not need to worry about a deep correction before entering the orange zone (the end of last year). $BTC
Currently, we are in the yellow band ($105,000 - $131,000), which is the most common trading range in this bull market cycle, indicating optimism without excess.
Generally, we do not need to worry about a deep correction before entering the orange zone (the end of last year). $BTC
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Last night, the PPI released by the United States was higher than expected, raising concerns about a delay in interest rate cuts, leading to a general pullback in global markets.
However, since the decline in cryptocurrency market prices, the inflow of USDC funds into exchanges has reached 3.88 billion dollars.
This indicates that American investors view this pullback more as a buying opportunity rather than triggering panic.
However, since the decline in cryptocurrency market prices, the inflow of USDC funds into exchanges has reached 3.88 billion dollars.
This indicates that American investors view this pullback more as a buying opportunity rather than triggering panic.
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The ETH version of MicroStrategy Bitmine became the 25th largest liquid stock last week, with a daily trading volume of nearly 10 billion, distributing selling points that the stock market is indifferent to.
At the same time, Bitmine currently has a market capitalization of only 10 billion, compared to BTC MicroStrategy's market capitalization of 110 billion, showing a 10-fold gap in scale.
Currently, among the top 30 active US stocks, 4 are involved in the crypto market.
At the same time, Bitmine currently has a market capitalization of only 10 billion, compared to BTC MicroStrategy's market capitalization of 110 billion, showing a 10-fold gap in scale.
Currently, among the top 30 active US stocks, 4 are involved in the crypto market.
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With ETH continuing to rise, this bull market has officially entered the first phase of altcoin season (Ethereum season).
We should currently be in the mid-phase of the second stage, let's review the bull market process:
1️⃣ Bitcoin season
2️⃣ Altcoin season of Ethereum season
3️⃣ Altcoin season of large market cap season
4️⃣ Altcoin season of small and mid market cap season
PS: Even when the small and mid market cap season of altcoin season arrives, there won't be a situation where all coins rise; it is very important to select valuable coins that have users and room for growth.
We should currently be in the mid-phase of the second stage, let's review the bull market process:
1️⃣ Bitcoin season
2️⃣ Altcoin season of Ethereum season
3️⃣ Altcoin season of large market cap season
4️⃣ Altcoin season of small and mid market cap season
PS: Even when the small and mid market cap season of altcoin season arrives, there won't be a situation where all coins rise; it is very important to select valuable coins that have users and room for growth.
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The counterfeit season 3.0 is underway.
The bull markets of 2017 and 2021 created a large number of millionaires and multi-millionaires, and 2025 has the same K-line structure.
This time, liquidity is stronger and the potential for growth is greater.✅
The bull markets of 2017 and 2021 created a large number of millionaires and multi-millionaires, and 2025 has the same K-line structure.
This time, liquidity is stronger and the potential for growth is greater.✅
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Ethereum is replicating the script of 2016-2017.
2017: Pure retail frenzy
2025: Retail + Wall Street + Unstoppable global adoption
PS: After the last ETH breakout, there was almost no pullback or consolidation, those who waited for the bull to turn back to get in, almost all ended up buying back at a higher price $ETH
2017: Pure retail frenzy
2025: Retail + Wall Street + Unstoppable global adoption
PS: After the last ETH breakout, there was almost no pullback or consolidation, those who waited for the bull to turn back to get in, almost all ended up buying back at a higher price $ETH
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Global liquidity continues to rise. Although the Federal Reserve has not yet lowered interest rates, liquidity is still being injected. Last week, global liquidity surged by $1.63 trillion, an increase of 1.16%.
This is positive for Bitcoin, altcoins, and global stock markets. $BTC
This is positive for Bitcoin, altcoins, and global stock markets. $BTC
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Ethereum's three-step pattern is back.
Step 1️⃣: Bottoming
Step 2️⃣: Fluctuation
Step 3️⃣: Takeoff
2020: $100 → $4,600. Increased by 46 times
2025: $1,500 → ?
PS: ETH has only increased 3 times from the bottom to now 🚀$ETH
Step 1️⃣: Bottoming
Step 2️⃣: Fluctuation
Step 3️⃣: Takeoff
2020: $100 → $4,600. Increased by 46 times
2025: $1,500 → ?
PS: ETH has only increased 3 times from the bottom to now 🚀$ETH
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So these familiar "money-making brains" are all the same?
🪄ISTJ Buffett: Discipline is compound interest
🧠INTP Munger, Lynch, and Soros: Rational deconstruction of everything
🚀INTJ Elon Musk: Investing in the future
💡INTP Vitalik Buterin: Code faith, on-chain utopia
⚡ESTP CZ: The fastest man on the cusp of a trend
Of the eight investment gurus we've counted, six are from the Purple Group. NT's analytical skills are well-suited for investment.
🪄ISTJ Buffett: Discipline is compound interest
🧠INTP Munger, Lynch, and Soros: Rational deconstruction of everything
🚀INTJ Elon Musk: Investing in the future
💡INTP Vitalik Buterin: Code faith, on-chain utopia
⚡ESTP CZ: The fastest man on the cusp of a trend
Of the eight investment gurus we've counted, six are from the Purple Group. NT's analytical skills are well-suited for investment.
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Altcoins/Bitcoin's market cap has just broken through the long-term moving average, officially forming a golden cross. The last time a similar signal appeared was in January 2021, after which there was a massive altcoin season.
This time on August 1, 2025, after 4 years, altcoins are back ✅
This time on August 1, 2025, after 4 years, altcoins are back ✅
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If there is an asset that possesses the growth attributes of tech stocks while also being a 'hard asset' like gold, then Ethereum is definitely the first choice.
Since March of this year, the inflation rate of Ethereum has significantly dropped below that of Bitcoin, and currently, funds from Wall Street are starting to flow into ETH.
ETH is almost the only highly certain large position opportunity. $ETH
Since March of this year, the inflation rate of Ethereum has significantly dropped below that of Bitcoin, and currently, funds from Wall Street are starting to flow into ETH.
ETH is almost the only highly certain large position opportunity. $ETH
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According to 4Alpha's statistics in the United States, Bitcoin users are such a group of people, I meet all the criteria, how many do you match?
✅Young (under 45)
✅Male (2/3)
✅INTP/INFJ/ENTJ/INTJ
✅Technologically driven identity
✅Critical spirit
✅Mild social anxiety
✅Pursuit of truth, does not worship human authority, does not get caught up in trivialities
✅Young (under 45)
✅Male (2/3)
✅INTP/INFJ/ENTJ/INTJ
✅Technologically driven identity
✅Critical spirit
✅Mild social anxiety
✅Pursuit of truth, does not worship human authority, does not get caught up in trivialities
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Binance's August platform reserve situation released - Compared to June, BTC, ETH, and USDT have been significantly increased, among which ETH holdings have increased sharply, while SOL continues its no accumulation strategy.
Previously rising USDC has stopped this time, while FDUSD, which has gone through trust issues, has been significantly reduced.
PS: These are all platform's own funds (mainly from revenue), not user assets, so they can somewhat indicate the official's attitude.
Previously rising USDC has stopped this time, while FDUSD, which has gone through trust issues, has been significantly reduced.
PS: These are all platform's own funds (mainly from revenue), not user assets, so they can somewhat indicate the official's attitude.
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In the last cycle, we had 4 different scales of altcoin seasons. This cycle currently has only 2, and they ended very quickly.
PS: In the last cycle, we had QE, but this bull market is occurring during QT. Will the upcoming interest rate cuts bring us the 3rd altcoin season?
PS: In the last cycle, we had QE, but this bull market is occurring during QT. Will the upcoming interest rate cuts bring us the 3rd altcoin season?
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King of Imitation ETH, how much upward potential is there?
1️⃣ U.S. policy direction: The core goal of the White House is to expand the U.S. financial market onto the blockchain, and Ethereum is currently the largest smart contract platform.
2️⃣ Why did Wall Street choose ETH? The key reason: The ETH network has never gone down and has been adopted by financial giants like JPMorgan and Robinhood.
3️⃣ As Wall Street tokenizes real-world assets (RWA) onto the blockchain, massive funds will flow into the ETH ecosystem.
ETH has more than 40% potential to recover to the level against BTC from last August, and the peak of this round may reach between 8000 to 20000 USD $ETH
1️⃣ U.S. policy direction: The core goal of the White House is to expand the U.S. financial market onto the blockchain, and Ethereum is currently the largest smart contract platform.
2️⃣ Why did Wall Street choose ETH? The key reason: The ETH network has never gone down and has been adopted by financial giants like JPMorgan and Robinhood.
3️⃣ As Wall Street tokenizes real-world assets (RWA) onto the blockchain, massive funds will flow into the ETH ecosystem.
ETH has more than 40% potential to recover to the level against BTC from last August, and the peak of this round may reach between 8000 to 20000 USD $ETH
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Bitcoin supporters' MBTI types are usually INTP or INTJ, with only 5% of the population being INTP (the Logician) or INTJ (the Architect). However, 51% of Bitcoin users belong to these personality types, who "possess strong analytical skills, creativity, and logic, and value knowledge."
Additionally, introverts generally have a higher proportion of Bitcoin supporters in the purple group.
I am INTP, what about you?
Additionally, introverts generally have a higher proportion of Bitcoin supporters in the purple group.
I am INTP, what about you?
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The Base chain experienced a sudden outage for 27 minutes. Wall Street institutions have stringent requirements for infrastructure; once a public chain has a history of outages, its security will be called into question.
The value of the ETH main chain's 'never downtime' continues to stand out. If the future cryptocurrency and stock market completely relies on the ETH chain, then the potential of ETH may even surpass that of BTC. $ETH
The value of the ETH main chain's 'never downtime' continues to stand out. If the future cryptocurrency and stock market completely relies on the ETH chain, then the potential of ETH may even surpass that of BTC. $ETH
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Ethereum 2025 VS Bitcoin 2021
$ETH is replicating the trend of $BTC in 2021
3 RSIs + descending wedge breakout.
As the king of altcoins, $ETH 's early breakout is a good signal and is very likely to trigger a rally in the entire altcoin market.
Ethereum outperforming Bitcoin should be the theme for the second half of 2025.✅$ETH
$ETH is replicating the trend of $BTC in 2021
3 RSIs + descending wedge breakout.
As the king of altcoins, $ETH 's early breakout is a good signal and is very likely to trigger a rally in the entire altcoin market.
Ethereum outperforming Bitcoin should be the theme for the second half of 2025.✅$ETH
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From a macro perspective, BTC.D (Bitcoin market dominance) tends to rise during Quantitative Tightening (QT) 📈 and tends to fall during Quantitative Easing (QE) 📉.
We have just undergone an extremely long QT cycle, so Bitcoin has experienced a super bull market over the past two years. The good news is that the Federal Reserve is expected to cut interest rates as early as September (with a probability exceeding 75%), and the long-awaited major altcoin season is likely about to begin. $ETH
We have just undergone an extremely long QT cycle, so Bitcoin has experienced a super bull market over the past two years. The good news is that the Federal Reserve is expected to cut interest rates as early as September (with a probability exceeding 75%), and the long-awaited major altcoin season is likely about to begin. $ETH
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