MRJasonC区块博士

The DePIN smart wearable device project CUDIS, based on the Solana blockchain, is set to welcome its TGE in June! The official reminder is that users must register their Solana wallet address on the official website by May 25, or it may affect the distribution of airdrop tokens. Be sure to seize this time window!

CUDIS's strength should not be underestimated: in 2024, it completed a $5 million seed round of financing, led by Draper Associates, with several institutions including Skybridge Capital participating; that same year, it won honors at the Solana hackathon and received funding support from the Solana Foundation. Recently, its Pioneer Package presale has launched, with a $500 package including a smart ring and eligibility for airdrop, limited to 3,000 units, attracting attention. The project's popularity is rising; don't miss the chance to register your address and secure your participation in the TGE!

Midday Crypto Overview ⏰｜Key Developments and Trend Insights on 5.18

1️⃣ El Salvador Continues to Accumulate Bitcoin: Increased holdings by 31 BTC in the past 30 days, bringing total holdings to 6180.18 BTC! As the first country to adopt BTC as legal tender, this move highlights its long-term confidence in crypto assets and suggests that sovereign nations are reshaping the digital asset landscape. Will more countries follow suit in the future?

2️⃣ Ukraine and Binance Asset Dispute Escalates: Court orders the transfer of involved assets to the management bureau, intensifying the tug-of-war between regulators and crypto platforms. This not only concerns the direction of funds but also reflects that the global judicial system is accelerating the definition of crypto asset ownership.

3️⃣ Fidelity Executives Discuss Asset Allocation: A 4:1 ratio of gold to BTC is optimal! Traditional financial giants view BTC as a value storage tool, indirectly confirming that crypto assets have entered the mainstream investment landscape. Perhaps it will become a standard for more institutions in the future?

4️⃣ Abraxas Capital Takes Major Action: Withdraws 14,000 ETH (approximately $36.02 million) from Binance. Institutional capital flow has always been a market barometer; is this operation a bottom-fishing, a risk hedge, or a setup for a new project? It deserves continued attention.

5️⃣ Ethereum Welcomes New Developments: The Fusaka Development Network is launching on May 26! As an important step in testing new features, this indicates that the Ethereum ecosystem is steadily advancing technological iteration, seeking solutions for challenges such as Layer 2 scalability.

6️⃣ Solana's Explosive Growth in Q1: Total application revenue reaches $1.2 billion, a new high for the year, with Pump.fun leading at $257 million! On-chain activity and profitability both rise, with Solana proving its strength amidst skepticism. Can it leverage this to challenge the leading position in public chains?

#Cryptocurrency #Blockchain #MiddayUpdates #InvestmentTrends

Trump's recent criticism of Powell is a continuation of his long-term pressure strategy, with the core goal of forcing the Federal Reserve to align with his economic agenda.

However, laws and institutional limitations restrict the president's removal power, and Powell and the Federal Reserve still uphold policy independence.

Although Trump's remarks have intensified the opposition between politics and the central bank, the actual likelihood of removal is low, and it is more an expression of political posturing.

Personally, I feel the market is nearing the bottom and it is time to officially enter the regular investment phase, while also preparing the funds for bottom-fishing in advance. Complete the regular investments by Thursday each week, with the expectation of finishing the target funds in 6 months.

.@KaitoAI's upcoming pre-launch project @AlloraNetwork, a decentralized AI self-evolution revolution

Allora Network is the first distributed AI network to achieve self-evolution, building a collaborative intelligent system through federated learning + zero-knowledge machine learning (zkML). Its core mechanism breaks the monopoly of traditional AI giants, allowing global participants (data providers, model developers) to share profits while ensuring privacy and security.

Allora Network also features several technological innovations:
- Context-aware reasoning: AI agents can predict the real-time performance of other models, with error rates continuously decreasing as the network operates.
- Modular theme architecture: Splitting into multiple specialized sub-networks (Topics) to flexibly adapt to various scenario demands such as DeFi and prediction markets.
- Dual-track incentive model: Workers earn tokens based on reasoning accuracy, while evaluators earn rewards through quality verification.
- Privacy-first: zkML technology ensures data is usable but invisible, building a secure computing defense.
The project has also received $35 million in support from institutions like Polychain Capital and Framework Ventures, with over 300,000 working nodes registered, covering 500,000 community users, and distributing 4.5 million points. It will also soon integrate with zkSync, Berachain, and other ecosystems, expanding multi-chain AI application scenarios.

It has already validated its value in DeFi price prediction and intelligent asset management, with the next step aimed at disrupting game AI, energy optimization, and other sectors. The mainnet launch countdown has begun, and the prototype of decentralized AI infrastructure is taking shape.

Voting is still ongoing, and players in the top 500 of the voting leaderboard will also receive airdrop rewards. There are about 10 hours left until it ends; if you still have votes, you can still cast a vote for them.

整理一下接下来几个月的大体策略：

1、短期内不要大举抄底，熊市加仓机会不会是某一个时间点，更多会是一个时间段，所以不要在快速下跌的阶段盲目抄底

2、急速下跌时间，试图去接10%-15%的恐慌插针，更多就是短期小红包

3、山寨跌得很深，如果有大批量的亏损，现货为主的话，暂时先放缓加仓节奏，熊市不会在这两天结束，等到你周围的人都不看币圈了，就开始慢慢定投吧

4、币圈主流币更多很难走出独立于美股的行情，所以在美股回调完毕之前，币圈的回撤不会结束，上一轮特朗普执政期间经历了3次的熔断，而这一轮的美股回调还远远没有到位

所以目前的策略是减持80%的美股ETF（买不了美股），等到至少出现一次熔断再开始建立仓位

5、最后整理你的关注清单，那些早早提示风险，并且果断减仓的点亮小铃铛，还有些平时默不作声，这两天出来说早就10w清了的，首先不用相信他截图里一个sell的含金量，卖200u也一样有sell标记，我自己会直接mute或者block，这些更多会是你听到的噪音，而非有效信息源。

特朗普上任才刚刚2个月不到，故事的高潮没有理由发生在最开始，回撤是为了更好的上升。

最后我作证， @mrblocktw 真的很久之前就已经让我们开始卖出了。当BTC 10w的时候，反复没有突破，被名人当猴耍，有没有明确的上升刺激的时候，的确应该清仓。

但是当时的难度在于，eth已经处在“低位”，相较于BTC的汇率也是一路下破，所以就觉得手里的eth很便宜，但是关键在于，btc一直是很高的位置，如果真的回调不会只有btc独自回调，市场更大可能是像最近两天一样一起回撤的，所以当判断短期btc无法大幅上升，目前仓位无法再出现快速上涨的情况下，卖出获利了解是更优解的选择。

希望下次可以做的更好。

Work hard to accumulate experience and wealth on the chain
Do not be discouraged by failure; realize why you failed and how to avoid it next time
Adjust your mindset, especially when seeing others achieve great results; learn to humbly seek advice, as others' success is not your loss
Believe in yourself; if others can do it, so can you
In everything you do, think about how others would do it, how the experts would do it
Consider whether others can see the same information I am seeing; are my judgments the same as theirs?
If I find that my judgments and choices are no different from others', then I should ask myself, what gives me the right to make money?
Having a regular schedule is very important; no matter what, make sure to get a good night's sleep.

As Trump once again takes the political stage, market movements following the inauguration have sparked widespread discussion. Despite the increased volatility in the macro situation, BTC has demonstrated its "digital gold" attributes and maintained strong price volatility. Investors’ demand for BTC as a safe haven is increasing, especially against the backdrop of heightened political uncertainty, and BTC has gradually consolidated its position as the “leader” of digital assets. The market’s optimistic expectations for future encryption policies, especially the fact that the Trump team may not implement strict regulations on the encryption market, further supported the rise of BTC.

At the same time, SOL's performance has been quite strong. Recently, the price of SOL has increased significantly, attracting market attention. In particular, $TRUMP's choice to be released on Solana has had a great positive impact on its price. As an efficient public chain, SOL stands out in the turbulent market with lower transaction costs and higher throughput. It may become a new leader in the subsequent market. Ethereum really needs to be vigilant.

Compared with the good performance of BTC and SOL, the price of TRUMP token appears weak and even fell sharply. This situation may not be in line with the market's enthusiasm for the Trump topic. Although many people poured into TRUMP tokens in this context, the lack of substantial financial support caused the price to fall quickly. Short-term political topics cannot continue to drive capital inflows, and the long-term value of TRUMP tokens still depends on actual application scenarios or community support.

Although Trump's inauguration has brought short-term uncertainty to the market, it also provides opportunities for investors. BTC continues to dominate as a safe-haven asset, SOL has rebounded strongly and is expected to become a star project in the next stage, while emotional assets such as TRUMP require clearer future planning.

In a volatile market, it is recommended that investors focus on leading assets and retain a certain amount of liquidity to cope with possible sudden changes in the market. Do you think SOL's strength can be sustained? Or will BTC continue to play the role of a "safe haven" in the future? Everyone is welcome to discuss in the comment area!

#TrumpMarketInsights