0xJW

The recent market is interesting. Yesterday, I opened two 3x long positions on reya. One is $sol, which I recommended in yesterday's article; it's a cryptocurrency with a relatively high cost-performance ratio. The other is the recently favorable Dogecoin, which earned 35%. I took profits, making some pocket money, especially since there's a possibility of further corrections in the market. As for the $sol position, it's still near the opening price. I will continue to hold it and add a bit more if it drops.

ps: There is a display issue on reya; the actual opening price is around 0.21.

$SOL $DOGE

An image explains why the pancake broke through 120,000, yet the market remains eerily silent.

$BTC
$ETH
$SOL

After returning from the trip, let's briefly talk about the market:

Bitcoin $BTC broke through $120,000, showing strong momentum. Regarding the cryptocurrency market, I have mainly focused on reducing positions in altcoins recently, and I neither bought nor sold Bitcoin. I will continue to reduce positions in altcoins.

The $120,000 level is very critical; let's see if Bitcoin can hold. If it can hold, it indicates that a new round of major uptrend will begin; if it cannot hold, it could be a double top—let's recall the double top pattern from the last bull market: the right peak can be slightly higher than the left peak.

As for the US stock market, it is currently not a very good time for large purchases, but Apple and Google have been sluggish this year and recently show signs of starting up, so I added to my positions in these two stocks.

$BTC $ETH

I have been studying hard in the language class for the past few months and have not had much time to participate in the cryptocurrency circle. Because I have accumulated some experience before, I received the airdrop of Huma yesterday. There is also a sophon below, but it seems that I will run out of money next time.

Fortunately, the language class exam ended last week, so I can interact with new projects again.

Today I recommend a new project @yalaorg, which is a new DeFi protocol that issues stablecoin $YU with $BTC as collateral. It has completed a $8 million seed round of financing led by @polychain and @etherealvc. The main network is now online and has been expanded to the solana network. Interaction can earn points, which can be exchanged for $YALA tokens in the future.

🔥 Current data:
Pledged BTC: 301 pieces
Minted YU: 16.6 million pieces.

The popularity is not high, the competition is low, and there is a great opportunity to participate early!

📌The way to participate is super simple:

1. Use BTC to mint $YBTC (1:1 anchor), then pledge it for $YU
Directly use USDC 1:1 to exchange $YU (convert column on the official website)

2. Pledge $YU to the stablecoin pool, with an annualized return of over 7%, and you can also get berries points
Or participate in YU/USDC LP farming (note that the price range must be set to 0.99~1.01 to pledge)

This second step is the most critical. If you pledge $YU, you will get fewer berries, but you will be guaranteed a 7% (current value) return. If you participate in LP, the return is almost zero, but you will get 4 times the berries.

Personally, if the position itself is small, go directly to uniswap to form an LP and bet on berries to exchange for airdrops. Remember to go to the Yala official website to pledge the NFT certificate of this LP after forming an LP.

3. Daily check-in + interaction with the official push can get Ice Berries rewards
Participate in a team to get extra Lucky Drop + Boost rewards!

🎁👉 Join my team and enjoy the highest Boost!
https://app.yala.org?inviteCode=UrbQkkAJcH

⚠️ Risk warning:
There is a liquidation risk when pledging $YBTC. It is recommended that novices use USDC to directly exchange $YU and then pledge. DeFi projects are all at risk of being attacked or de-anchored. Please participate based on your own situation.

Haven't tweeted in a long time, here's an update on recent activities:

1. In the U.S. stock market, mainly reduced the positions in $tesla and $nvda, after all, the impact of the tariff war is likely to become apparent in the next few months;

2. In the cryptocurrency space, took a few airdrops, sold them all, and converted to cash to improve life. Additionally, taking advantage of the rebound, gradually reducing positions in altcoins, aiming to lower the positions to below 60%;

3. Will continue to bind @infinex_app, which has always been favored, with my Twitter account, and then save the money in earn below.

As expected, it's a policy-driven market. Once the words of the 'Emperor of Sichuan' came out, the market surged directly.
Some positions in Nvidia and Tesla have been reduced.
The trend should last for a while.
The strategy below is to sell more as it rises, keeping the position within 80%.
In terms of cryptocurrencies, if the rebound can continue for a while, I will continue to reduce positions in altcoins. No additional holdings in any cryptocurrencies.

$BTC $ETH

Update on recent operations: Digital currency has not moved at all.

As for the US stock market, each time there is a significant drop, I buy the dip: I bought back Tesla shares sold earlier at 276 and 254, at positions 262 and 222. This continues to lower the cost basis of my Tesla holdings. Additionally, I also added to my positions in SPY, QQQ, and Nvidia.

Currently, my US stock position is at 90%, and I feel it's too heavy. The last 10% is reserved for a potential major drop in the market after the tariff policy is implemented on the 9th. Although I believe there is a high likelihood that Trump will postpone it or reach some form of compromise. The results will come out soon.

We will wait and see.

$BTC

The tariff policy is aggressive. Large positions are being closed and awaiting observation. Yield is 10%.

$BTC

The callback came much earlier than expected, indicating that the market is still extremely worried about the impact of Trump's tariffs.

In terms of operations, Tesla has taken back a position at 376. Half of the position was closed slightly above the original price of the Bitcoin contract, to see if a better entry point can be found before the tariff announcement in the next couple of days. This operation is more of a small gamble for enjoyment. It is not advisable to be aggressive or take risks.

The market is now completely focused on April 2. If Trump continues to delay the tariff policy or does not escalate it by then, this wave of U.S. stocks and Bitcoin will be considered a secondary bottom test. If the tariff policy exceeds expectations, then Bitcoin will continue to seek a new bottom alongside U.S. stocks.

#美国加征关税 $BTC

Market Update:

Bitcoin is expected to hit 90,000, and the US stock market is also rebounding strongly. During the decline of the US stock market, I gradually added to my positions in the Dow Jones, QQQ, Nvidia, and Tesla. Regarding Tesla, I added in three batches at positions 300, 270, and 250. Today, I sold the TSLA I bought at the 270 position and plan to sell part of what I bought earlier at 300 near the 300 level. The position bought at 250 will remain unchanged. I will continue to look for opportunities to sell high and buy low. This way, in the long run, Tesla's holding cost has been further reduced. Other stocks added are also kept unchanged.

In the cryptocurrency space, I opened a large Bitcoin long position with 5x leverage at 83,000 and plan to take profits in batches near 90,000.

Recently, macro-wise, we have the PCE on next Friday, 3/28, the quarterly fund rebalancing on Monday, 3/31, and the implementation of reciprocal tariffs on 4/2, among which the most important is naturally April 2. Personally, I judge that the market will be volatile during this period. If the tariff event is favorable (for example, further delays), then in mid-March, both the US stock market and Bitcoin will be at short-term bottoms. April will be a good month for the risk market.

$BTC $ETH

The Federal Reserve pauses balance sheet reduction, Powell's speech is neutral, uncertainty is eliminated again, and the probability of a short-term bottom in the US stock market is increasing. Next, let's see if Bitcoin can smoothly return to 90,000.
$BTC $ETH

Recently, I've been quite busy with work and studies, and I haven't had time to play with airdrops. Here's a brief update on my thoughts regarding the cryptocurrency market and US stocks.

First, I maintain the judgment that Bitcoin may be at the end of a bull market and the beginning of a bear market, but the end of a bull market and the beginning of a bear market does not mean there can't be a rebound, especially since it has already dropped nearly 30%.

As for whether the next wave can rebound to over 90,000? It completely depends on whether US stocks can truly experience a rebound in the short term.

The key now is whether US stocks can rebound? One by one, uncertainties are being eliminated, and we will see how Powell speaks tonight. As long as Powell's comments remain neutral, this period should mark the short-term bottom for US stocks.

Assuming US stocks rebound in the next month—considering that Bitcoin's performance this round has been stronger than many stocks in the US market—then it is very likely that Bitcoin will return to 90,000, at which point some altcoins will certainly rebound even more strongly. I will consider continuing to reduce my position, lowering it to at least below 65%. Moreover, the position will be concentrated in Bitcoin.

Regarding US stocks, since I believe there is a significant possibility that US stocks are at a bottom recently, I have been gradually building my position over the past two weeks, and my current position is around 90%. Once US stocks truly start to rebound, I will also consider reducing my position. Because the market for US stocks will be quite volatile this year.

#CPI数据来袭 Although the CPI is good this month, the impact of the trade war will be more reflected in the CPI in the coming months. Therefore, if there is a rebound in the US stock market in the short term, it still needs to reduce positions. This year, the US stock market is particularly difficult. I do not expect too high a return. If we can reach 5-10% by the end of the year, I will be satisfied. For the cryptocurrency market, which shows signs of a bear market, the rebound feels more like a survival wave.
$BTC $ETH

After a few days of not paying attention, I found that the little fox @MetaMask has also issued virtual cards.

I just tried to apply with my Portuguese SIM card and my domestic passport, and there was no review time; the card was successfully issued within five minutes.

This virtual card is similar to bybit, as it can be linked to Apple Pay and Google Pay, but it is associated with the USDT or USDC in your wallet on the Linea network. I recommend using USDC for consumption, as there's a 1% cashback for each transaction. The security should be higher than that of bybit's card. Due to the extreme popularity of Apple Pay in Europe, there is now a new option for offline consumption.

I can't help but marvel that although President Chuan has caused quite a stir worldwide recently, the friendly policies towards the cryptocurrency sector during his administration are still visibly impactful.

Application address: https://card.metamask.io/

The Nasdaq 100 Index $qqq has fallen near the annual line (ma250). A drop of 11% from the peak is still considered normal. Typically, the Nasdaq rebounds after every 10-15% pullback, and since most of the bad news has already been priced in, it should hold up here; we just need to hang on a bit longer.

As for Bitcoin $BTC , first we need to observe today's summit, and then look at the Nasdaq's movements. If it cannot rebound or fails to break the previous high after a rebound, it would signal a clearer transition from bull to bear.

The large pancake view is not very good, feeling like a bull's end and a bear's beginning. The more it rebounds, the more I tend to reduce my holdings, keeping the targets within 10, with the main holding being only the large pancake $BTC , plus one very stable $BNB .

Regarding the US stock market, $tsla continues to add positions, the key position at 270, I tend to believe it can hold here, after all, it has adjusted a lot already. I have also kept a little ammo for lower positions. After adding once at the $nvda 120 position, I haven't added again, reserving bullets for 105 and below.

Overall, I've slightly reduced my holdings in the US stock market, currently around 80%. If there is a rebound, I will reduce it to 70%. This year's market is difficult to navigate, so don't be greedy.

Finally, I want to share an investment philosophy from a big player for mutual encouragement:

"The big sharks are always in the market. They usually buy slowly when the market is down and sell slowly when it's up. Because they sell when the market rises, they always have money to buy when it falls. This way, their profit is the principal used for buying when the next downturn comes. If the investing public learns this method, their misfortunes will decrease."

Review:

During the correction period, I added some altcoins, all of which have good growth. $virtual $luna has basically doubled its capital, and $grass has nearly doubled. Several other old defi and ai have risen steadily.

Now that Bitcoin has risen back to 96k+, how will the market go next? Today, the US stock market is only half a day, and it should not cause too much waves. In the next two and a half days, when the US stock market is off work, a personal script: Bitcoin will maintain high fluctuations, Ethereum will slowly rise, and btc.d will slowly decline and remain below ma120, and the altcoins will continue their performance time.
#Crypto#Altcoins

#ETH🔥🔥🔥🔥

When Ethereum rebounded 75 points from its lowest point, the market seemed to begin to realize that the Ethereum season has arrived. $ens $uni $aave, these mainstays of the Ethereum ecosystem are all rising happily.

Looking at the position of total3, it's close to the high from 24 years ago. One hypothesis: Only when the king of altcoins breaks through the high from 24 years ago can the Ethereum ecosystem welcome a more frenzied season. At that time, total3 will also break through the high from 24 years ago and will need to find new resistance levels.

Will altcoins end this round of bull market with a double top or by breaking the previous high? Let's take it step by step.

$ENS $AAVE $UNI

Market update 241126

The first decent pullback during the bull market peak, with a retracement of about 8.5%, which is not too large. However, since it has come down gradually, we need to pay attention to whether it continues to decline.

There are two support levels below. The first is around 89k, then there is a vacuum in the middle, and the next effective position is 80k-82k. This is also the theoretical limit for this retracement. (20% decline)

Generally speaking, the first decent pullback during a bull market peak is often a good opportunity to accumulate positions. We can observe which altcoins are resistant to declines recently. So far, ETH, ENS, ARB, ZRO, and TIA look pretty good. Additionally, BTC low-leverage long positions can also be considered for layout.

#Crypto $ENS $TIA $ARB