Market Sentiment & Bullish Outlook: Multiple tweets express bullish sentiment for Q2 2025 (@sjdedic, @Route2FI) Tariffs paused for 90 days seen as positive for crypto markets (@sjdedic) "90 days of bull run left" narrative gaining traction (@Route2FI)
Governance Concerns:
Controversy around Binance's participation in PancakeSwap governance voting (@CryptoBigBeartw) Concerns about cent
Main discussion topics and trending subjects Market sentiment and bullish outlook: Multiple tweets expressing bullish sentiment for the second quarter of 2025 (@sjdedic, @Route2FI) Tariff pause of 90 days seen as a positive for the crypto market (@sjdedic) "Another 90 days of a bull market" narrative gaining popularity (@Route2FI)
Governance issues: Controversy over Binance's participation in PancakeSwap governance voting (@CryptoBigBeartw) Concerns about how centralized entities affect decentralized finance (DeFi) governance (@CryptoBigBeartw)
It doesn't matter whether it's centralized or decentralized; surviving comes first before discussing anything else. hyperliquid has its necessity, the core logic is regulatory arbitrage, jlp follows this logic too, or all decentralized perp dexes operate on this principle. There always needs to be a casino for dirty money, providing trading services for hackers. I am optimistic about $hype
Some basic understandings to avoid losing money: All analysts in the trading market are garbage and frauds. Indicators and drawing lines are nonsense; they are a form of psychological comfort. Groups that can be casually joined are for retail investors, whose only goal is to break even. Skilled players who can make money and truly high-quality projects do not need to raise funds from small retail investors; you want profits, they want capital.
Some basic understandings for making money: Trading income comes from discrepancies, not consensus. Understand this sentence before entering the market. Don't ask others what you can buy everywhere. Are you kidding? Will the profitable opportunities come to you? All income comes from the cognitive differences between yourself and others. In a zero-sum game, no one should be trusted.
BTC is digital gold, ETH is digital oil. Gold can skyrocket, but can oil go up randomly? If it shoots up, how can everyone use it? Various Layer 2s are like different countries, each with different fuel costs. Holding oil doesn't make you rich, but holding oil mines (POS staking) can. Large oil miners (like ENA) can go short to hedge, trick retail investors into jumping in, then issue USDE to swap out retail investors' U, earning funding fees while also issuing ENA to harvest retail investors.
Some say ETH is undervalued; this argument is very laughable. The cryptocurrency market is the fastest globally priced market and is hugely inflated. There are only overvaluations; undervaluation is impossible. Trump gets fast-tracked in three days, while other coins get fully priced with any news in a day. If a coin doesn't rise for a long time, it really is only worth that price. If it were truly undervalued, would it give you such a long opportunity to enter? It would jump to the level in a day. #ETH $ETH
The mindset for buying ETH in this round is still stuck in the previous one, not keeping up with Web3 and failing to progress with the times. Buying ETH this round is like buying LTC or EOS in the last round, just old altcoins. As more and more users enter the crypto space, ETH, as an application chain, has already fallen far behind the actual demand. It could barely be used in the last round, but in this round, it is basically unusable. Furthermore, with POS staking and insufficient on-chain liquidity, once purchased on exchanges, users are just waiting to be diluted by POS. As an application chain, ETH's value must also be distributed to the applications on the chain, which in turn would create a positive feedback loop. Therefore, holding coins without participating in on-chain applications cannot capture value. Similarly, as an application chain, its performance cannot keep up with the growth of demand, leading to new public chains like SOL and SUI dividing the demand. ETH is like A-shares, eternally at 3000, high gas fees raising the trading costs for retail investors, and the Ethereum Foundation, as a major shareholder, sells coins at zero cost to manipulate the market. Vitalik talks daily about layer 2, zk, and other grand narratives that do not benefit retail investors.
How much is Sonic's point value? It is known that 190,500,000 S were airdropped. As of today (2.27), there are 762,137 participating users. The total points earned is 24,360,907,432,682. It can be calculated that 1 point = 0.00000782 S 92,130,483,785
Trump personally issued the currency, reaching a market value of tens of billions in half a day. Regardless of whether it is true or false, everyone should have seen the president's strength. Instead of PVP, it’s better to participate in a certain opportunity. I wonder if everyone remembers that the president has another coin wlfi, which cannot be traded at the moment, but is likely to open for trading in the future. #WLFiToken #trump #TRUMP市值突破
The core of trading that can be obtained through training is to ensure that risks are controllable, and then do nothing, waiting for others in the market to make mistakes. But doing nothing is very difficult, just like the pain of standing at attention during military training, which is certainly greater than marching in step. Consciously training yourself to do nothing, managing your restless emotions, will lead to more insights later on. It is expected that the weekly level will peak tomorrow, and this year's trading will come to an end, continuing to pursue a new level next year. #BTC再创新高
A realization, BTC has no operator. Some people think they can be the operator, drive it up to sell off, and then find themselves unable to board the train.
The bull market is here, let's invest together and make money! BTC, no explanation needed. BNSOL, the largest casino, strong US players, BNSOL equals staked SOL, with an annual return of 8%. DOGE, Musk, no explanation needed. SUI, the strongest new public chain this round. UNI, the leader in DEX, CEX is showing signs of decline, DEX will gradually thrive. AAVE, the leader in lending, after interest rate cuts, the demand for DeFi interest increases, and the demand for leverage in the bull market increases. #定投