cotton和cola

#以色列伊朗冲突
The market has plummeted, and a bunch of bad people have started to show off how accurately they predicted the market, as if they are more impressive than the leaders of various countries, knowing in advance about Israel's attack on Iran.

The holder's returns on #币安HODLer空投RESOLV are too low now, and I don't know what the meaning of holding is anymore.

Is anyone buying BTC above 100,000? Anyway, I can't afford it.

#pyth

On May 20, 2025 (this Wednesday), approximately 212,500 PYTH tokens will be unlocked. At the current price (about 0.1408 USDT, based on the screenshot you provided), the value of this batch of unlocked tokens is approximately 38.2731 million USD, accounting for 58.62% of the current circulating supply.

#BTC重返10万
After the ETH upgrade, the on-chain data activity is basically 0, and inflation has been continuously increasing.
The inflation issue of SOL has not been resolved, and by 2025, inflation is expected to be around 20 million coins.

So now many people are starting to doubt the relationship between these coin prices and indicators, and the final pricing power is still in the hands of the speculators.

#本周高光时刻

We can estimate that Solana (SOL) will add approximately 20 million tokens by 2025 based on the current inflation rate and total supply.

⸻

1. Known conditions (as of early 2025):
• Current inflation rate: approximately 4.6%
• Current circulating supply: approximately 440,000,000 SOL (there may be slight variations, but this can be used as an estimation benchmark)

⸻

2. Estimated additional amount:

Based on a 4.6% annual inflation rate:

Additional SOL ≈ Current total supply × Inflation rate
≈ 440,000,000 × 4.6%
≈ 20,240,000 SOL

⸻

3. Conclusion:

In 2025, it is expected that Solana will add approximately 20 million SOL, which will primarily be used to reward validators and stakers.

#山寨季何时到来？

BlockBeats news, on May 9, according to Coinglass data, the current total Ethereum contract positions exceed 12 million ETH, approximately 27.6 billion USD, achieving a historical high in coin-based positions. It will continue to fly for a few more days.

#BTC重返10万 eth rises, various after-the-fact comments have emerged.

#BTC重返10万
Some people are still fantasizing about shorting. Think about the time when it rose for a whole month, and many people were too afraid to get on board.

$BTC

Short-term Trading (May-June):
• Strategy: The current price (94,000-97,000 USD) is close to the resistance at 95,900 USD. It is recommended to wait for a breakout accompanied by increased volume (>80 billion USD/day) before entering. Target 100,000-109,000 USD, stop loss at 90,000 USD.
• Risk: If it falls below 90,000 USD, it may retrace to 82,000 USD. Monitor the capital flow of US stocks and BTC ETF.
• Alternative Opportunities: If BTC faces resistance in breaking through, focus on L2 tokens (such as ARB, OP), as the ETH Pectra upgrade and draft support for DeFi may bring short-term speculation.
• Long-term Investment (End of 2025):
• Strategy: The current price is suitable for gradual accumulation, target 150,000-185,000 USD (Galaxy prediction).
• Driving Factors: FOMC interest rate cuts (June or July), draft legislation, BTC ETF inflows, halving effect.
• Focus Points: Track FOMC meeting (June 18), draft hearing (Financial Services Committee official website), on-chain data (such as exchange outflow volume).
• Risk Management:
• Position control at 10-20%, to guard against market volatility caused by Trump tariffs or regulatory delays.

#美联储FOMC会议

According to the official website of the Federal Reserve System and related reports, the FOMC meeting on May 6-7, 2025, is one of the eight annual routine meetings, and the results were announced on May 7. Here are the key information:
• Interest Rate Decision:
• The target range for the federal funds rate remains at 4.25%-4.50%, in line with market expectations, and no rate cut was made.
• This is the second time maintaining the interest rate since the March 18-19, 2025, meeting, reflecting the Federal Reserve's cautious attitude towards economic data.
• Economic Outlook:
• Economic Growth: The FOMC lowered the GDP growth forecast for 2025 to 1.7% (previously 2.1%), reflecting concerns over trade policy uncertainty and weak consumer spending.
• Inflation: Core PCE inflation expectations were raised to 2.8% (previously 2.5%), partly due to the Trump administration's tariff policy potentially raising import prices.
• Employment: The labor market remains robust, with April non-farm payroll data exceeding expectations (approximately 228,000 new jobs added), but the unemployment rate slightly increased to 4.1%.
• Policy Tone:
• Federal Reserve Chairman Jerome Powell stated that monetary policy will be adjusted based on data at “successive meetings,” emphasizing a patient response to trade policy (such as tariffs) and inflation pressures.
• The market interprets this as a “Hawkish Pause,” with X user @OwenJin12 noting that the Federal Reserve chose to wait due to better-than-expected employment data and inflation pressures, with no motivation for a rate cut in the short term.
• Balance Sheet:
• The Federal Reserve continues to slow down the pace of balance sheet reduction, starting in April, reducing the monthly reduction of U.S. Treasury securities from $25 billion to $5 billion, while the redemption cap for mortgage-backed securities (MBS) remains unchanged at $35 billion.
• Market Reaction:
• After the meeting results were announced, U.S. stocks (S&P 500) fell slightly by about 0.5%, the U.S. dollar index (DXY) rose slightly, and the overall volatility in the cryptocurrency market was limited, with ETH prices maintaining in the range of $1760-$1800.

#美国众议院市场结构讨论草案

According to the official website of the U.S. House Committee on Financial Services and related reports, the discussion draft of the "Digital Asset Market Structure Act of 2025" was jointly proposed by Congressman French Hill (Chairman of the Financial Services Committee), G.T. Thompson (Chairman of the Agriculture Committee), Bryan Steil (Chairman of the Digital Assets Subcommittee), and Dusty Johnson (Chairman of the Agriculture Committee's Digital Assets Subcommittee), aimed at establishing a unified regulatory framework for the U.S. digital asset industry. The following are the key points of the draft:
• Regulatory Division of Responsibilities:
• Clarifies the regulatory responsibilities of the U.S. Commodity Futures Trading Commission (CFTC) and the Securities and Exchange Commission (SEC).
• Digital assets may transform from securities (regulated by the SEC) to commodities (regulated by the CFTC) under specific conditions, or be subject to dual regulation.
• The draft emphasizes that investment contract assets do not constitute "investment contracts" under securities law, thereby excluding most crypto tokens (including ETH) from securities law, especially in cases of sufficiently high decentralization.
• Definitions and Classifications:
• Clarifies the definitions of digital commodities, stablecoins, self-custody rights, and decentralized finance (DeFi).
• Establishes standards for project decentralization, such as reducing the related party holding ratio from 5% to 1%, to promote market democratization and reduce the dominance of large companies.
• Market Mechanisms:
• Establishes a registration mechanism for exchanges, brokers, custodians, etc.
• Requires crypto projects to publicly disclose information, allowing developers to raise funds under SEC regulation or register as digital commodity trading regulated by the CFTC.
• Objectives:
• Protect consumers, promote innovation, and fill regulatory gaps.
• Consolidate the U.S. leadership position in the global digital asset market, addressing the SEC's past issue of "over-regulation."
The draft is currently in the consultation phase, with a joint hearing held on May 6 by the Digital Assets Subcommittee of the Financial Services Committee and the Agriculture Committee to discuss its future development.

Strategy 1: Short-term Swing Trading (Intraday/1-3 Days)
Objective: Profit from short-term BTC fluctuations, suitable for high-frequency traders.
• Entry Timing:
• Buy on Dips: Buy near support levels (such as $90,000 or the 50-day moving average), combined with RSI < 40 (oversold) signal.
• Breakout Follow: If BTC breaks through resistance levels (such as $95,000) with high trading volume, one can go long, targeting $100,000.
• Exit Rules:
• Take Profit: Set a profit target of 2%-5% (e.g., buy at $95,000, sell at $99,000).
• Stop Loss: Set a stop loss of 1%-2% (e.g., buy at $95,000, stop loss at $93,000).
• Tools:
• Binance Spot Trading: Low fees (0.1%), suitable for small swing trades.
• Binance Margin Trading: Use 3-5x leverage to amplify returns, but strict stop loss is required.
• Case Study:
• On April 28, BTC rebounded to $95,000; if bought at $93,000 (daily support), target $98,000, profit of about 3.2%.
• Risk Management:
• Position Control: Single trade should not exceed 10% of account funds.
• Monitor News: Arizona Governor Hobbs is

$BTC

Arizona has passed two bills (SB 1025 and SB 1373), becoming the first state in the U.S. to approve the inclusion of Bitcoin in its state strategic reserves. These two bills were passed by the state House of Representatives on April 28, 2025, and are currently awaiting the signature of Governor Katie Hobbs to become law. Here are the key details:
1. SB 1025 (Arizona Strategic Bitcoin Reserve Act):
• Allows the state treasury and state retirement system to invest up to 10% of public funds in virtual currencies like Bitcoin.
• Requires that Bitcoin be stored in secure, segregated accounts, and if the U.S. Treasury establishes a federal strategic Bitcoin reserve, state funds may be deposited therein.
• The bill was co-sponsored by Republican Senator Wendy Rogers and Representative Jeff Weninger, and passed the House by a vote of 31 to 25.
2. SB 1373 (Digital Asset Strategic Reserve Act):
• Establishes a digital asset strategic reserve fund managed by the state treasurer, funded by legislative appropriations and seized digital assets from law enforcement.
• Allows up to 10% of the total fund to be invested annually in Bitcoin and other digital assets, and permits the borrowing of assets to enhance returns without increasing risk.
• This bill passed by a vote of 37 to 19.
3. Potential Impact:
• Arizona's public asset management is substantial, with state treasury managing over $31.4 billion in assets in 2023. If allocated at 10%, about $3.14 billion could be invested in digital assets, theoretically allowing for the purchase of approximately 31,000 Bitcoins (calculated at the current price of about $95,000 each).
• This move may prompt other states to follow suit; currently, 18 states have proposed similar Bitcoin reserve bills, including Texas, New Hampshire, and Utah.
• Supporters of the bills argue that Bitcoin's decentralization and fixed supply can hedge against inflation and modernize state finances; however, critics warn that its volatility may pose risks.
4. Uncertainty of Governor's Signature:
• Governor Katie Hobbs (Democrat) is known for her high veto rate, having vetoed 22% of bills in 2024. She has stated that she will veto all bills unless the legislature passes a budget plan that protects healthcare for the disabled.
• If Hobbs vetoes, the bills may not take effect, but the legislative progress has already garnered nationwide attention.

$BTC

Arizona has passed two bills (SB 1025 and SB 1373), becoming the first state in the United States to approve the inclusion of Bitcoin in the state strategic reserve. These two bills were passed by the state House of Representatives on April 28, 2025, and are currently awaiting the signature of Governor Katie Hobbs to become law. Here are the key details:
1. SB 1025 (Arizona Strategic Bitcoin Reserve Act):
• Allows the state treasury and state retirement system to invest up to 10% of public funds in virtual currencies like Bitcoin.
• Requires Bitcoin to be stored in secure segregated accounts, and if the U.S. Treasury establishes a federal strategic Bitcoin reserve, state funds may be deposited therein.
• The bill was co-sponsored by Republican Senator Wendy Rogers and Representative Jeff Weninger, passing the House with a vote of 31 to 25.
2. SB 1373 (Digital Asset Strategic Reserve Act):
• Establishes a digital asset strategic reserve fund managed by the state treasurer, with funding sources including legislative appropriations and seized digital assets from law enforcement.
• Allows up to 10% of the total fund to be invested in Bitcoin and other digital assets annually, and permits lending assets to enhance returns without increasing risk.
• The bill passed with a vote of 37 to 19.
3. Potential Impacts:
• Arizona's public asset management is substantial, with state treasury managing over $31.4 billion in assets in 2023. If allocated 10%, approximately $3.14 billion could be invested in digital assets, theoretically allowing the purchase of about 31,000 Bitcoins (at the current price of approximately $95,000 per coin).
• This move could inspire other states to follow suit, with 18 states already proposing similar Bitcoin reserve bills, including Texas, New Hampshire, and Utah.
• Supporters of the bill believe that Bitcoin's decentralization and fixed supply can hedge against inflation and modernize state finances; however, critics warn that its volatility may pose risks.
4. Uncertainty of the Governor's Signature:
• Governor Katie Hobbs (Democrat) is known for her high veto rate, having vetoed 22% of bills in 2024. She has stated that she will veto all bills unless the legislature passes a budget plan protecting medical care for disabled individuals.
• If Hobbs vetoes, the bills may not take effect, but the legislative progress has already garnered national attention.

#空投操作全指南
Airdrop aggregation website:
• Use airdrop aggregation platforms (like airdrops.io) to find potential airdrop projects that may be launched on Binance; these websites update popular airdrop opportunities daily.
• Binance Alpha and Web3 Wallet:
• The Binance Alpha points system and Web3 wallet activities are important sources of airdrops. For example, holding Alpha tokens or participating in Alpha sector trading can earn points, and reaching a certain number of points (like 65 points) can redeem airdrop rewards (like 1500 SIGN tokens).
• Participating in Web3 wallet activities (like the UXLink airdrop) usually involves simple tasks, low costs, and is suitable for beginners.

#空投发现指南

Airdrop Aggregation Website：
• Use airdrop aggregation platforms (like airdrops.io) to find potential airdrop projects that may launch on Binance; these websites update popular airdrop opportunities daily.
• Binance Alpha and Web3 Wallet：
• The Binance Alpha points system and Web3 wallet activities are important sources of airdrops. For example, holding Alpha tokens or participating in Alpha sector trading can earn points, and reaching a certain number of points (like 65 points) can redeem airdrop rewards (like 1500 SIGN tokens).
• Participating in Web3 wallet activities (like UXLink airdrop) usually involves simple tasks, low costs, and is suitable for beginners.

#阿布扎比稳定币

Abu Dhabi has demonstrated its ambition in the cryptocurrency field by launching a dirham stablecoin and approving companies like Circle to enter. The stablecoin program, regulated by the Central Bank of the UAE, not only enhances Abu Dhabi's financial innovation capabilities but may also set a new benchmark for the global stablecoin market. Future developments will need to focus on regulatory approvals and project implementation.