Una繁星

#美国加征关税

1. First, let's get to the point, comprehensive judgment

1. Short-term: The combination of tariffs and tax cuts may lead to increased market volatility, especially as global trade uncertainty and inflation risks may overshadow the optimistic sentiments brought by tax cuts. U.S. stocks and cryptocurrencies may face a pullback, while a strong dollar and rising U.S. Treasury yields will further suppress risk assets.

2. Long-term: If the tax cut bill passes smoothly and stimulates economic growth, the U.S. market may gain support, but a global trade war could drag down the global economy and push up demand for safe-haven assets. Bitcoin may benefit from its safe-haven properties in the medium to long term, but caution is warranted regarding the risks of the Federal Reserve raising interest rates to combat inflation.

2. Impact on cryptocurrencies and risk assets

1. Short-term pressure: Market turmoil caused by tariffs and a strong dollar may pressure cryptocurrencies. Recent posts indicate that tariffs have led to a decline of about 13% in the total market value of cryptocurrencies, with significant fluctuations in Bitcoin prices. A strong dollar typically diminishes the attractiveness of risk assets like Bitcoin.

2. Long-term potential: Geopolitical and trade war uncertainties may enhance Bitcoin's 'digital gold' attributes. If inflation continues to rise, investors may turn to cryptocurrencies to hedge against the depreciation of fiat currencies.

3. Increased volatility: The cryptocurrency market is sensitive to macroeconomic indicators (such as inflation and interest rates). The Federal Reserve's dilemma between growth and anti-inflation measures may lead to price volatility. Bitcoin recently broke through $100,000, but sustained high volatility may limit its short-term upward momentum.

By the way, what is your alpha score?

The Sino-US trade war has made new progress, but the road ahead is still long. The 90-day tariff "truce" seems to have given both sides a step down, temporarily avoiding further economic deterioration. Especially for China, facing the domestic real estate crisis, high youth unemployment and sluggish consumption, this agreement is like timely rain, which can give export companies a breather and inject some confidence into the market. On the US side, although Trump touted the "full restart" on social media, in fact, the tariff reduction and the temporary nature of the agreement show that this is more like a stopgap measure than a real breakthrough. The significance of this negotiation is more about "stopping the bleeding" rather than "curing the root cause". The root of the trade imbalance lies in the differences in the economic structure and policies of the two countries. 90 days may not be enough to resolve these deep-seated contradictions. Behind China's tough attitude and the United States' aggressiveness are the manifestations of domestic political and economic pressures. Beijing needs to maintain its image as a great power while coping with the domestic economic downturn; Washington must fulfill its promises to voters and show the results of its tough stance on China. The compromise between the two sides in Geneva is, to some extent, a victory for rationality and reality, but how far this compromise can go depends on the next consultations.

In the coming months, geopolitical interference, pressure from domestic public opinion, and uncertainty in the global economy may cause the negotiations to fluctuate again. If the two sides can truly focus on pragmatic cooperation during this 90-day window, such as clarifying rules and reducing subsidy disputes, they may be able to gain more stability for the global economy. But if the negotiation table is just a show, the problem will come back sooner or later. I hope this "truce" can be a turning point, rather than the beginning of another tug-of-war.

$BTC
$ETH

It's okay $LAYER
It hasn't dropped to my selling price yet

I stand on E this time, with more $ETH

In order to earn Alpha points, choose 5 cryptocurrencies to buy every day.
Every time the Binance wallet brings new Alpha points, you earned 2000u.
When you open the Alpha section, the purchased cryptocurrencies lost 4000u.
May I ask if I made a profit or a loss?

Old Friends' Night Talk: Trump's Tariffs and the 'Chinese-style Breakthrough'

Xiao Ming: Old Wang, it's been a month since Trump's 'Liberation Day' tariffs came into effect, how are the exporters doing? Are they completely confused?
Old Wang: Not exactly. The tariffs are ridiculously high, and the policies change every few days. Exporters are experiencing 'two extremes': some are frantic, while others are as calm as if they are watching a play. Old Li from Henan relies 70% on business from the US, logistics costs are skyrocketing, should he invest in overseas warehouses? It's quite a dilemma.
Xiao Ming: Haha, is the US market still attractive? Can we not survive without it?
Old Wang: Attractive, but not obsessed. $440 billion in exports is a big deal, but the percentage has dropped from 19% to 14.7%. Boss Hu from Yiwu directly stated, 'US orders? I won’t feel sorry if I lose them! There are wealthy people in the Middle East and South America waiting in line.'
Xiao Ming: Impressive. With such harsh tariffs, won't prices skyrocket?
Old Wang: They did rise, SHEIN and Temu are gritting their teeth and raising prices, and Amazon tried to impose tariffs but was shot down by Trump. Walmart is worse; they wanted Chinese suppliers to take the blame, but the Ministry of Commerce gave them a glare, so they obediently made US buyers foot the bill. The Chinese supply chain is in the global spotlight; who dares not to use it?
Xiao Ming: What clever moves are the exporters making? They can't just sit and wait, can they?
Old Wang: Build factories in Vietnam? They want you to bring technology, not just be a 'middleman.' The markets in South America and Africa are booming, and Yiwu merchants are starting to learn Arabic and Spanish, preparing to 'cast a global net.' Tariffs are a pit, but Chinese companies have managed to turn that pit into a dance floor.
Xiao Ming: Trump wants to 'choke' us, so how come China is getting stronger despite the setbacks?
Old Wang: The marketplace is like a battlefield; bullets fly for a while, but there’s always a way to break through. Cheers to Chinese resilience; what are tariffs? Business continues as usual.

$BTC

Apple has moved the production of iPhones sold in the United States from China to India and Vietnam to cope with tariffs and reduce costs.

In the short term, iPhone prices in China will not increase because the iPhones sold in the Chinese market are still mostly produced locally, and there have not been significant changes in the supply chain.

Binance Wallet now supports the Sui chain, benefiting Sui ecosystem tokens, especially memecoins in the primary market. It is expected that Binance's Alpha section will soon list memecoins on the Sui chain.
$SUI

The Binance Alpha section has consecutively added 3 coins today, all from the #SonicLabs ecosystem. I immediately checked the price of $S , got on board right away, and am currently up less than 10 points. I’ll hold on, expecting it to rise further today. Moreover, there's a floor support, so the Anon from this ecosystem listing on Binance futures and spot markets is very likely to go smoothly.

$S , bullish

There are always opportunities on-chain, as long as you stay in this industry. My biological clock is very rebellious; when I missed $TRUMP , my friends were educating me to adjust my biological clock. However, it was precisely because of my biological clock that I got $gork today. So as long as you continue to stay in this industry and maintain your sharpness, there will definitely be opportunities. Let's go, everyone!

Compiled a guide for earning Alpha points, and incidentally sorting out the airdrops that will occur on Binance Wallet in the next couple of days.

Today (4/28):
Those with over 65 Alpha points can receive an airdrop of $SIGN between 18:00-18:10 Beijing time. The airdrop will be automatically credited to your Alpha account, totaling 1500 SIGN. Trading opens at 18:00. $SIGN

Tomorrow (4/29):
1. There will be an airdrop for $HAEDAL. The requirements for Alpha points to qualify for the airdrop will be announced tomorrow, and trading will also open tomorrow.

2. There will be an IDO tomorrow from 16:00-18:00 Beijing time. Those with sufficient Alpha points can participate in the subscription for $MILK, with the qualifying points requirement to be announced tomorrow. Subscription will end and trading will open immediately after.

Recently, big data often leads me to posts about cool mats. Although I didn't pay much attention to him before, I could get a general understanding of his character through the comments section. From everyone's discussions, it's clear that he indeed possesses trading talent, but the problem lies in the inconsistency between knowing and doing, which has led to his ups and downs.

Reflecting on myself, sometimes I excel at something but still fall short due to lack of execution. Suddenly, a question comes to mind: Are we always battling with our childhood selves? Do those little quirks from childhood subtly shape who we are today? Did any of you have special quirks in your childhood that still influence your life today?
$BTC
$ETH

Recently, the group of close friends has been discussing the ruling that the definition of 'woman' should be based on biological sex, which was triggered by a recent UK ruling on the definition of 'woman'.

One question I found quite puzzling during school was whether transgender students should use the women's or men's restroom, and I rarely encountered transgender classmates in the restroom. Of course, this is something I would only think about in my mind but would never say out loud.

Regarding the UK court ruling, it means that legally 'woman' must be defined by biological sex at birth, and the transgender community is concerned about being excluded from 'women-only spaces', feeling somewhat marginalized. For example, when schools organize activities or arrange dormitories, the gender aspect has to be clarified; otherwise, there will be complaints about privacy issues. However, this ruling will lead to transgender friends possibly feeling hurt.

If you are a transgender person, being asked 'Why don't you use the men's restroom?' can be particularly frustrating. For some, gender identity can be the core of their lives. Although this ruling was accompanied by a statement on anti-discrimination protection, the actual restrictions on women-only spaces make it harder for transgender individuals to be accepted.
$ETH
$SOL
$BTC

A brief discussion on recent happenings in the delivery industry. Yesterday, Liu Qiangdong personally delivered food and provided full-time delivery riders at JD with five insurances and one fund, while part-timers also have accident insurance. In contrast, the situation in Hong Kong is quite distressing with Deliveroo's exit, leaving 12,000 delivery workers without support. As mentioned in the news about Uncle Qing, a veteran rider with five years of experience, he not only lost his job but is also uncertain about his work injury compensation. Due to Hong Kong's regulations classifying delivery workers as 'self-employed,' there are no severance pay or labor protections. Currently, only two platforms, Keeta and Foodpanda, remain, which may tighten the treatment of the riders due to reduced competition. However, Hong Kong's labor department is already providing mediation services, and there is an 'Delivery Workers Rights Concern Group' helping riders fight for their rights, indicating there is still attention on this matter. Hopefully, delivery workers in Hong Kong can also have a clear employee status, receiving a warm side of support.
$BTC

GM!!!!
E Guards 💂 Assemble.
Compared to the increase of $BTC, where is ETH, can it still work 📈

Me and $ETH
Total love story

DHL has suspended B2C packages over $800 to the United States due to complicated customs procedures. Apple's model of 'Designed in the USA, Made in China' is now caught in the middle of the China-U.S. trade war, which is quite awkward. This round of tariffs by Trump seems to aim at protecting the U.S. economy, but in reality, it may lead to higher costs for consumers and businesses, and a more chaotic supply chain. In the short term, it appears lively, but in the long term, it may cause headaches for everyone.
$BTC

Usually, what we call food delivery is more of a self-deprecating term, which is humorously interpreted as "wealth shrinkage" or "a way out after the cryptocurrency market explodes". Today, I saw Liu Qiangdong personally delivering food. Facing the so-called camera sense, although I know it is a marketing activity, the saying "Liu Qiangdong personally delivers food, personally delivers food to you" is indeed deeply rooted in people's hearts. This practice of "executives going to the grassroots" is not obvious in the cryptocurrency circle. Who should you think of in your first reaction? Although it is rare, it is indeed useful.

Liu Qiangdong personally delivers food as a founder, conveying the corporate image of "being close to the front line and caring about riders". Lei Jun personally assembled mobile phones, intending to strengthen the brand's people-friendly image and enhance consumer trust. In the cryptocurrency circle, who do you think of/who are there?

Liu Qiangdong said that the net profit of JD.com's food delivery should not exceed 5%, otherwise the relevant person in charge will be punished. This focuses on long-term market share rather than short-term profits. This low-profit strategy is consistent with the common "burning money for market" model in the Internet industry. In the cryptocurrency circle, how many can be done?

Liquidity is lost, and every exchange wants to bind more new trading users. You should know that users are particularly sensitive to "wealth zeroing". When the exchange faces a crisis, I personally think that leaders should take the initiative to attack rather than passively respond to rumors in times of crisis.

Using Binance wallet to participate in new listings and trading $PARTI , not only did I get pork knuckle rice in just 1 hour, but I have also received an airdrop of 88 coins. Good omen.

Twitter has been attacked #X