常为希

Unstable cycle, need to Build
Buy lottery tickets
Bortanznik No. 1 target Vine

Vine
I believe it is currently the most promising target with the closest beta correlation to holding Twitter X➕xAI stocks. In this farmer cycle, I named it Bortanznik No. 1, symbolizing the development of barren planets, a seed player, which aligns with the currently relatively low market cap and rising potential ratio.

Musk recently publicly expressed opposition and shared a video of Milton Friedman to promote free trade.

"Tariffs hurt American businesses more than they hurt China," said Musk's ally Joe Lonsdale, echoing concerns from other tech leaders. This marks a rare rift between Trump and Musk, with Musk being a major supporter of Trump, donating nearly $290 million to Republican campaign efforts in the last election.

Afterwards, it is estimated that he gradually distanced himself from zz, and he should continue to build as @cz_binance said, because the Republican Party is not helping him push the national FSD; without the regulations passed, he can't trial operation, and the parliament has been unhappy with him for a long time. Everyone is intentionally dragging it out, which deviates from what he initially thought. Without the Republican Party's help for national legislation, it returns to state decisions, and California will definitely oppose. Little Musk seems to be spinning in circles and probably needs to build an app (purely speculative, hope to work hard to build).
Comprehensive tariffs have a huge impact on the Shanghai Gigafactory, Tesla continues to be unstable, so difficult $vine

PETER THIEL is very sensitive to data and new trends. His company PALANTIR can be said to be a top intelligence company in the United States. He has also participated in many investments in other WEB2 giants. Then he invested in $ARKM , and he is also an active supporter of Trump. Regarding data being used with +AI + American narratives, it feels like there could be even greater madness.

The new SEC chairman, Paul Atkins, is expected to create a frenzy with RSR. The co-founder of RSR is also the founder of ARKM, and the investors are all American capital. The adoption of AI + regulation has its advantages.
Let's wait until January to see new trends in AI.
Regulatory adoption trend + Ai $ARKM

Let me talk about my views on the current market:
Divergence in the cryptocurrency market, all the altcoin funds have flowed out and continued to fall, BTC fell by 1000-2000 US dollars, and altcoins fell by 10-20 points. Bitcoin's new role as a safe-haven asset is to investors outside the circle: anti-inflation and safe-haven tools.
For investors in the circle: a safe-haven option relative to other cryptocurrencies.
Bitcoin no longer fully represents the overall trend of the cryptocurrency market
The change in value perception has led to differentiated market reactions.
The altcoin market has an unprecedented predicament
Lack of profit effect
Investor confidence has declined
Funds flow to safe-haven assets (such as Bitcoin)
Exchange token issues: 90% are the product of the previous bull market and are not suitable for the current market environment.
Lack of substantial income sources and user growth momentum.
Facing continuous pressure on fund diversion, the dilemma of zero-sum game (PvP)
On-chain activities are mainly zero-sum games, and it is not an exaggeration to say that it is a d-field
Small investors continue to provide liquidity for large investors and institutions.
Macroeconomics:
The potential loss of oil pricing power may accelerate the depreciation of the US dollar
The dollar that has lost its attributes may need to redefine its value, similar to the reset of the US dollar in the 1970s. Global economic risks (extreme situations)

Risk assets are at high levels, and both interest rate hikes and interest rate cuts lead to stock market rises that are not in line with economic laws. There is no reason to invest a lot of money in altcoins now. Interest rate cuts are a process of continuous force, not points but segments. The rise in stock market assets caused by interest rate hikes is to release expected hedging risks. In addition, if the US debt crisis cannot be transferred in large quantities and is eventually dealt with by printing money, then the reset of the US dollar will inevitably occur or is already on the way. If the US stock market plummets and re-triggers the collapse of market liquidity, then the US dollar will have another rapid tightening, causing another sudden deflation in the commodity field, and gold will fall. Like LPR, gold has limited downward movement and no upper limit. In extreme cases (such as severe inflation or economic crisis), gold prices and interest rates may rise sharply. The reason why the bull market only occurs after the interest rate cut collapse is also due to this.
Based on the above factors:
The cryptocurrency market is undergoing structural changes, and the correlation between Bitcoin and other cryptocurrencies has decreased.
Bitcoin is strengthening its status as digital gold and a safe-haven asset.

Franklin Templeton @FTI_US and SBI team up to bring Bitcoin ETF to Japan.

TOKYO -- Japanese financial services group SBI Holdings will partner with U.S. investment firm Franklin Templeton to set up a digital asset management firm as early as this year in preparation for Japan's approval of cryptocurrency exchange-traded funds, Nikkei has learned.

Tomorrow is Friday. This wave of spike rebound will fall back again during the Asian session tomorrow. Wait for the good PCE data at 20:30 in the evening in China, because after that, the weekend data will come out, Bitcoin and the US stock market will take the opportunity to rebound upward. The US stock market has also fallen sharply in the past two days. The data can be used as a buffer for the continued decline next week. The US stock market will open at 21:30 tomorrow night. The good PCE data will drive the Nasdaq to rebound. The activity of cottage industries can be higher on the weekend. The recent continuous market trends are all on weekends. Combined with this weekend's speech, there will be performances from Saturday night to Sunday, and then next week due to the expectation of Coinbase's financial report, I personally think that if there is no new high, it will basically be BTC's last top rebound in August, and then it will start to follow the US stock market into a negative decline adjustment.

The Nashville Bitcoin Conference will be held from July 25 to 27, 2024, and will feature speeches from Elon Musk, former President Donald Trump, Edward Snowden, and other notables. The event will be held at the Music City Center in downtown Nashville, with daily sessions from 9 a.m. to 5 p.m.

STX SATS RATS has shown signs of rising on these news. This high-profile event is expected to generate a high level of attention and activity in the cryptocurrency market, and the relevant narrative is expected to wake up quickly as the conference unfolds

In the short term, the purple area is an obvious support zone for Bitcoin. The price has been supported and rebounded many times in this area, ranging from 58,000 to 62,000. As long as the price can stay above this range, the bull market trend in the past month is expected to continue.

We can see two obvious double bottom patterns, which indicates that buying power is increasing near this support area. The current price is 66453.9, which is significantly higher than the support area. If the trading volume gradually increases when the price rises, it means that the buying power is very strong, which will help the price to rise further. But if the trading volume decreases when the price rises, be careful of the risk of weakening the rising momentum.

The BTC meeting on Saturday is expected to be a big fluctuation. In addition, we have to look at the opening of ETH ETF trading, and use this week's data to judge how much net inflow there is, and then look at the market.

So it may be better to avoid aggressive operations on Saturday. There is nothing to expect if the speech is in line with expectations. It is easy to rush high. If no good news is announced, it may feel a bit ahead of expectations.
1. ETH ETF has good liquidity, ETH breaks through $4,000 2. ETH meme new ATH
3. SOL continues to launch offensive signals in the past few days and rebounds violently
4. SOL meme follows the upward trend crazily
5. BTC rises at Trump's Nashville Bitcoin Conference
The latter may be a good opportunity to sell news
From the perspective of the interest rate cut expectations, all subsequent sharp declines are buying opportunities, and the spot will be flat for 6-9 months. BUY EVERY Dip! !

FTX has reached an agreement with the U.S. Commodity Futures Trading Commission (CFTC). The two parties agreed to a $12.7 billion settlement.
If the settlement is approved, it will pave the way for the exchange's restructuring and provide a degree of closure to its creditors.

Key points:

- The settlement includes $8.7 billion in compensation and $4 billion in disgorgement.
- The CFTC agreed to waive recovery and prioritize compensation for customers and creditors.
- A hearing on the settlement motion is scheduled for August 6.
- FTX's restructuring plan will compensate 98% of its creditors.
- The agreement was detailed in a court document on July 12. This was reached after months of negotiations between FTX and the CFTC.

President Donald Trump claims to have won the November 5 election and he will consider JPMorgan Chase CEO Jamie Dimon as Treasury Secretary.
Meagan
JPMorgan Chase's investment-related crypto institutions have 4 blockchain projects (avax, axl, L0, bico)
$avax $axl $zro $stg $bico
Three of them have recently been RWA-biased

AVAX will become a leader in real assets (RWA) and foreign exchange chains.

Provides the necessary infrastructure for trillions of assets that are still on the sidelines and begin to usher in investment returns.

Some of the partners that have attracted much attention include:
- JPMorgan Chase
- Citi
- Wisdom Tree
- KKR

The recent cancellation and closure of many past investigations by the SEC may be a terminal turning point for a reversal of attitude. Tiandu sees their investigations end and the judge dismisses their charges. We've seen the House and Senate question their approach. It may be that the government and legislative bodies may become more open and inclusive towards cryptocurrencies, pushing the SEC to adjust its strategies to promote innovation and technological development.
Concluding investigations into cryptocurrency projects could significantly boost market confidence. Investors and project parties will believe that the regulatory environment has become more friendly and reduces legal and compliance risks, thus encouraging more investment and participation. The United States’ leadership in global cryptocurrency and blockchain will be consolidated and enhanced. A clearer and friendlier regulatory environment will attract innovative projects and talents from around the world to develop in the United States, thereby enhancing the United States' international competitiveness in this emerging field. And it may also reflect the gradual maturity and optimization of the regulatory environment. This series of actions not only enhances market confidence and industry compliance, but also creates more favorable conditions for future innovation and investment and promotes the healthy development of the cryptocurrency market.

The TVL data of LDO, the leader of the lsd track, is 35b. The circulating market value is 2.3 billion US dollars.
Then the TVL of ETHFI, the leader of the staking track, is currently 5B. The circulating market value is 595 million US dollars, while REZ's TVL data is 4b, and the circulating market value is only 150 million US dollars.
In the new track of staking as a post-bear, the TVL data has huge room for growth, and the gold content token is relatively small. Just do simple math problems.

After Eth etf passes and is in the process of open trading, Eth must be the main line of the market. The most important narrative is defi. Except for the old tokens in the previous round, there are not many defi tokens listed in this round, so the list of observations is also limited. Just pay attention to the data to grab attention.

Renzo is the sum of 7 chains, and ETHFI is the only chain ETH
In addition, from the perspective of token economy, most of the liquidity is in the hands of the project party. Among them, the launch pool and airdrop of the ezPoints activity in the first quarter only accounted for 5% and 2.5% respectively.

In addition, according to the airdrop regulations, 5% of the wallet addresses will unlock 50% of the tokens in TGE, and the rest will be gradually released in the next 5 months.
In the case of a lot of fud in staking, but the eth etf narrative situation eth ecology must be hyped, defi is the core of eth, staking and re-staking, the old plate is large and scattered, the new token has poor evaluation + low market value, so in addition to the old defi reform news, it is worth paying attention to.

New $ena $pendle $ethfi $rez 🆚Old $ldo $ssv $crv $mkr $aave $cvx

Many people still don’t understand the positioning of ondo, and they don’t particularly understand rwa. Ondo has not released a complete product yet. If the Ondo global market is released, it will be a place where everyone can buy stocks through DeFi. And it is legal and compliant, so in a fundamental sense it is a protocol network rather than a platform. Ondo is a new defi product in the new era.
Don’t you understand yet? $Ondo is bridging TradeFi and DeFi into one platform. This is the biggest RWA. Instead of packaging it with a bit of atmosphere, electricity is called RWA.

This round of local dog zoo will most likely be in Sol
Because eth can no longer afford to play, and there are no common people to contribute.
They are all pvp for the gentry.
Only sol is a reasonable place
People's money can be divided into 30-70 accounts

$WIF SPHERE is fully funded! If you get involved with Daqiuqiu wif dog, there will be gimmicks that will attract all kinds of news in conjunction with the price.
sol has a reasonable influx of new users buying sol to fight against local dogs.
Meme and depin are the culture of sol
One takes the route of indiscriminate bombardment with tens of billions of PDD subsidies, and the other takes the route of value investment.
The passwords are all in the picture
Franklin both said bonk and solana
Bonk is not listed on pepe on coinbase
Think of the rest yourself

Figure Digital raised $675 million at a $2.6 billion valuation.

In addition, OpenAI & Figure signed a cooperation agreement to develop next-generation artificial intelligence models. OpenAI has signed a collaboration agreement to develop next-generation artificial intelligence models for humanoid robots.

This collaboration aims to help accelerate Figure’s commercialization process by enhancing the humanoid robot’s ability to process and reason about language.
This investment will accelerate Figure’s humanoid commercial deployment timeline and will be used to:

- Artificial intelligence training
- Manufacturing
- Deploy more robots
- Expand the number of engineering personnel
- Promote commercial deployment work

Microsoft, Nvidia, and OpenAI have all invested money in betting, and institutions say that 2024 will be the year of acceleration in the development of humanoid robots;
Even a single text like Chatgpt has caused such a big impact around the world. I can’t imagine the influence it will have on these technology companies once the robot’s intelligent model matures and becomes commercially available.
In March, there will also be Tesla robot test results and Starship test flights.
Nvidia announced that it will host the GTC 2024 conference at the San Jose Convention Center from March 18th to 21st. At that time, the company's CEO Jensen Huang will release the latest breakthrough results in accelerated computing, generative AI, and robotics.
Breakthrough results, I can’t even imagine the impact this#GTC24will have on the technology world. I can't even imagine where the GTC will fly to.
Ai ARKM WLD

To become a universal robot, the robot needs to be able to complete almost any task in the work environment like a human, so it requires entities to continuously learn to become intelligent. AI➕Humanoid robot🟰Singularity.
GTC to the moon!
Love to the moon!

Aptos will be the first-ever chain where all FungibleAssets (including APT itself) are parallel - regardless of the sender and receiver! Aptos parallelism exists at every layer of the stack - Quorum Storage/Shoal, BlockSTM, Aggregators, Sharded Storage, etc.
FungibleAssets are the building blocks that support any type of fungible asset on the chain, including fractional NFTs (ERC-404 or ERC-1155), real-world assets (ERC-3643), securities, stablecoins, and any other asset you may have imagined .
FungibleAssets gives asset managers full control over the supply of assets, which is critical for the management of real-world assets and stablecoins required by regulators.
Sneak peek... In the near future, we will launch the first-ever Move VM extension, enabling FungibleAsset creators to add custom deposit, withdrawal, and balancing functionality without having to perform any ugly tricks or use complex programmable transactions .
FungibleAssets will soon be the first fully parallelizable asset store on any blockchain...imagine on-chain deposits and withdrawals at 10K TPS for a single account

"Wealth comes to the patient"
It’s hard to imagine the impact this will have on Ai GTC Arkm wld, etc.
Still, more people are not forced to become crazy obsessed with the narrative of artificial intelligence. There are always a small number of people who are actively addicted, and most people can only passively accept the objective reality. We are just one step away from true artificial general intelligence (AGI). AI will distort reality in ways we can’t begin to understand, but people still don’t understand how this led to the biggest bubble in history.

Microsoft, Nvidia, and OpenAI have all invested money in betting, and institutions say that 2024 will be the year of acceleration in the development of humanoid robots;
In March, there will also be Tesla robot test results and Starship test flights.
Nvidia announced that it will host the GTC 2024 conference at the San Jose Convention Center from March 18th to 21st. At that time, the company's CEO Jensen Huang will release the latest breakthrough results in accelerated computing, generative AI, and robotics.

NVIDIA’s GTC 2024 transforms the San Jose Convention Center into a melting pot of innovation, learning and community from March 18-21, marking the return of can’t-miss in-person gatherings.

Technology enthusiasts, industry leaders and innovators from around the world will present and explore more than 900 conference sessions and nearly 300 exhibitions.

This is currently the largest and most leading AI opportunity in the world, focusing on the top technological products and companies.
It’s hard to imagine the impact this will have on Ai GTC Arkm
Jen-Hsun Huang GTC24

February in History

Since its listing in May 2023, the price of $SUI has fallen for 6 consecutive months.
Few people will notice that the flow of funds into SUI
SUI's TVL has grown 10x since early August ($12 million to $120 million). But the price has not doubled from the bottom.
SUI is investing a lot of money to create incentive programs to encourage more users to flood into the ecosystem = it is expected that there will be a very large user breakthrough in the next 2-3 months. SUI price explosion is inevitable in the future. Refer to the previous apt at the beginning of the year.

At the same time, the ecological incentive program has not paid out tokens yet.
The high APY farming program has been out for almost two weeks, resulting in many tokens being locked into the protocol. I don’t know when the bookmaker will actually light the fire.
$SUI