The Bitcoin halving has been completed✅, and the wind direction has changed
The wind direction has changed, and a correction is inevitable. Even if it hits 70,000 again in the short term, it is just a rebound, not a reversal. Without two or three months of consolidation, it is difficult to have a beautiful upward slope of 30 to 50 degrees. The recent period should be very torturous for retail investors. Many contract players have been liquidated, and spot players have been trapped. As far as retail investors are concerned, most of them are actually confused. I don’t know what to do. The contract has exploded and I don’t know whether to continue playing. I am stuck in the spot and I don’t know whether to cut my losses or continue holding on. Judging from the decline in the market in the past two days, I feel that I can basically judge what stage the current trend is in.
The emphasis is mainly on the role of MindNetwork in promoting privacy protection and a trustworthy AI ecosystem, echoing the vision and partners in the search results. MindNetwork reconstructs the core path of the future of AI through Fully Homomorphic Encryption (FHE) technology, which can be analyzed from four dimensions: technological breakthroughs, innovative application scenarios, ecological reconstruction, and future challenges:
1. Technological breakthroughs: How FHE injects privacy and security genes into AI 1. Data encryption throughout its entire lifecycle
2. Decentralized collaborative trust mechanisms Consensus security and computational transparency
3. Quantum-resistant design MindNetwork's FHE solution is compatible with quantum computing environments and ensures the long-term security of AI systems through quantum-resistant algorithms (such as lattice-based encryption) in the face of rising quantum computing power.
2. Innovative application scenarios: AI trustworthy ecosystem driven by FHE (1) Implementation of AI in highly sensitive fields Medical AI and financial risk control
(2) Decentralized AI infrastructure DAO governance and DePIN networks
(3) Integration of cross-chain and privacy computing MindNetwork collaborates with protocols like Chainlink and Connext to build a zero-trust data lake.
3. Ecological reconstruction: Paradigm shift from technology to business models 1. Developer toolchain innovation FHE Rust SDK and HTTPZ protocol
2. Economic model design Token incentive Restaking rewards
3. Cross-project collaboration Partnership with Phala Network and integration with io.net
4. Challenges and future directions (1) Current technological bottlenecks Computational efficiency and ecological maturity
(2) Future breakthrough directions Quantum-FHE integration, AI autonomous federations, and ethical and regulatory adaptation
Conclusion: How FHE defines the future form of AI Through FHE technology, MindNetwork is reshaping the trust foundation and collaboration model of AI: - For developers: Providing end-to-end privacy computing tools to unleash the AI potential in fields such as healthcare and finance. - For enterprises: Reducing data compliance costs and activating collaborative value across institutions. - For users: Shifting from “data being harvested” to “data sovereignty and autonomous control.”
If this technological path can break through the efficiency bottleneck, it may give rise to a new paradigm of “Privacy-Enhanced AI” (PEAI), promoting AI's evolution from a tool to a trusted social infrastructure. #MindNetwork全同态加密FHE重塑AI未来
In fact, I really dislike the so-called ups and downs, and I don't like those situations where you hit zero and start over multiple times. I also don't want everyone to go through such pain. The story of being reborn from the ashes sounds thrilling and exciting, but very few can truly be reborn.
Maybe when we were younger, we felt excited about such things, and now there are many young people in the crypto world, post-2000s. But the most important thing is to survive first; never do things that have only a 1% chance, because if they happen, you end up with nothing. How many people can start over from scratch?
In the crypto world, the most important thing is to preserve your capital, to break even, to take profits, and not to go all-in. I don't like those who shout about going all-in every day. There's nothing wrong with taking it slow; going too fast can easily lead to accidents. I remember Duan Yongping being asked a similar question in an interview, and his answer was, 'If you are driving at 200 kilometers per hour and there is a wall ahead, you can only wait to die. The important thing is not to drive so fast.'
Last night, the U.S. SEC dropped the investigation into the DeFi company Uniswap Labs. UNI is not a security, which is beneficial for the development of DeFi products like Uniswap and Aave in the long run.
Positive for Uni, and there are two major potential benefits yet to be released.
(1) The public chain Unichain has not yet opened Uni staking to become validators and earn rewards, we estimate this will be launched around April.
(2) There was a proposal last year suggesting rewards for Uni stakers, but it was shelved. It is possible that a proposal will be reinitiated this year. After the announcement of this proposal last year, it directly surged by 20%.
If you look at the daily chart of Uni's trend, you will understand that this coin has strong whale control. No matter how it drops, it can rise again. As a leading Dex, the fundamentals are also sound, so it is recommended to hold.
In the past week, DeepSeek has caused great panic in the US investment community.
Even Trump urgently summoned Nvidia's Huang Renxun.
However, according to the feedback from Dan Ives, a well-known investor in the US technology field, after interviewing dozens of investment institutions and industry experts,
their investment strategy for AI infrastructure has not changed.
Nvidia's chips are still far from in short supply.
Let me use the Korean War as an analogy. In the early stages of the war, the Volunteer Army defeated the US Army with strategic and tactical innovations.
However, the US military found that the Volunteer Army's ammunition and logistical supplies could only support about a week, so they adopted a tactical innovation of retreating first and then counterattacking.
Another thing is that they did not reduce the use of firepower and ammunition, and even greatly increased it.
This is the origin of the famous "Van Fleet ammunition".
The current strategic goal of artificial intelligence is to see who can take the high ground of ASI (super artificial intelligence) first, and a large number of robots that work effectively in the physical world.
If China and the United States tie in terms of algorithms,
then large-scale high-performance chip computing power will still be the winning point.
In the long run, the demand for computing power for the application of artificial intelligence in the world is far from reaching its peak.
Make an analogy with electricity and bandwidth.
In addition, DeepSeek is a breakthrough result obtained after distilling a large amount of training data from OpenAI.
"Standing on the shoulders of giants" (Liang Wenfeng's words)
Then what if there are no giants for you to stand on?
The vast majority of altcoins have been at a low since December 18. When is the next potential rise expected?
I believe it mainly depends on the timing of the next Federal Reserve interest rate cut.
In the next four months, there are three Federal Reserve meetings with expectations for rate cuts. The expectations for the meetings in May and June are slightly higher, allowing us to anticipate that the next major market movement might occur in April to May.
There is no interest rate meeting in February, so the main positive factor could be the speculation surrounding the approval of a few altcoin ETFs. This generally falls under a volatile market, and this volatility is laying the groundwork for the next surge; the longer it consolidates sideways, the higher it may rise.
March 20 Federal Reserve meeting: The market currently bets on an 84% probability of maintaining interest rates, with a 16% probability of a 25 basis point cut.
May 8 Federal Reserve meeting: The market currently bets on a 62.2% probability of maintaining interest rates, with a 33.7% probability of a 25 basis point cut.
June 19 Federal Reserve meeting: The market currently bets on a 30.6% probability of maintaining interest rates, with a 48.1% probability of a 25 basis point cut.
History is an endless cycle Revolutionaries often become a new privileged class The dragon-slaying youth eventually turns into an evil dragon seems to be humanity's fate
During the past few days of the New Year, I reviewed the remarks of this group of cabinet members from the Trump administration, and it is clear that the leadership style of this group belongs to the far-right. The Democratic Party has implemented big government policies over the years, while gradually moving towards the far-left in order to secure votes from minority groups. The far-left inevitably leads to the far-right; to restore order, we must address the root causes, and only then can long-term stability be achieved.
In the long run, both the far-left and the far-right are unsustainable, and the impact on society takes a long time to heal. The United States is fortunate to have a two-party balance mechanism, which still holds hope to bring this pendulum back to a moderate level, while many other countries are not so lucky.
This time, Trump's campaign slogan is "Eliminate the Deep State in Washington"; will the Democratic Party counter with a slogan like "Eliminate the Trump Deep State" in the next election? Perhaps.
Politics is an aphrodisiac for the body and a poison for the soul; humanity should not have a government. What we truly need is a public service department, not a power department. Power should only be in the hands of the citizens themselves. In any country where people are desperate to become officials, it essentially remains a form of slavery.
The most dangerous enemies are not those from the old world, but the "guardians" of the new world.
OpenAI claims to have discovered that the Chinese AI startup DeepSeek is using its models to train new models.
OpenAI asserts that it has evidence that DeepSeek used a technique called "distillation," which involves using the output of a large model to train a smaller model, thereby achieving similar results at a lower cost.
However, OpenAI did not specify what the evidence is, only mentioning that their terms of service state that their resources cannot be used for competition.
Many people have been quite successful in the past; a certain AI professional blogger had a return rate of 76% on their 'risk-free portfolio investment' in the US stock market last year.
But now the black swan DeepSeek has appeared, and we don't know if there will be a flock of black swans behind it.
In the past two years, Wall Street investors have never considered the existence of 'China' in the AI field.
All narratives and factor analyses only considered the United States.
Until... DeepSeek appeared.
Now Wall Street needs to reassess the position of Chinese tech companies in the AI race.
This means that it is necessary to reconstruct valuation models and investment strategies.
Currently, we do not know how many more DeepSeeks can be released from this 'Pandora's box' called China.
Everything has become uncertain.
Interestingly, cryptocurrencies and Bitcoin now appear to be more certain.
Whether it's the BRICS countries or China itself, it seems that there are still no plans at the moment.
Wait, the Chinese government already holds 190,000 Bitcoins, more than the US government,
And Hong Kong is already piloting various cryptocurrency deployments, stablecoins, exchanges, ETFs, and street exchange shops.
What if the Chinese government has a change of heart...
Today, Powell said that "banks can provide services to cryptocurrency customers". Let's think about a question: If Web3 is fully popularized, stablecoins such as USDT/USDC are also popularized, and everyone has their own wallet, is there still value for today's banks? All the functions of traditional banks can be realized on the blockchain, and it is faster and more efficient. The meaning of Bitcoin is to break the old world and create a new world.
In the capital market, trading contracts instead of spot is the original sin of decline, which has nothing to do with the currency itself or the community; it is purely capital manipulation. The world of Crypto is both fascinating and cruel.
History is fair; judgment may be delayed, but it will not be absent.
This time, BTC has the opportunity to initiate a long-term bull market, but it may be limited to BTC. It might also involve some SOL. The current market is experiencing wide fluctuations.
Today, the protagonist in the AI world is the domestic AI dark horse DeepSeek, which has caused Nvidia to stumble, leading to turbulence in the US stock market, and the volatility in the US stock market has also dragged down the price of Bitcoin.
DeepSeek has only optimized the cost of computing power and has not made any new breakthroughs. Whether this viewpoint is correct or not, we should treat new things with a proper attitude; existence itself is reasonable.
Regardless, the capital market will ultimately provide an answer, and currently, there is a bearish outlook on Nvidia.
My personal viewpoint is to let the bullets fly a little longer. #加密市场回调
Public chain Sol is one of the top ten public chain coins, with a strong American background and the backing of Wall Street capital. Today, favorable US policies suggest that Sol is expected to break through 800 USD. Currently, the whole world supports the development of blockchain Web3, but our Rabbit Country is still closed off with a lockdown policy and has not opened up. Opening Hong Kong 🇭🇰 is an experimental ground that helps to drive economic development! We hope Rabbit Country will soon open up exchanges for free trading. From 2025 to 2026, blockchain will improve even more, contributing to the soaring of economic development!
Asset allocation is very important in the crypto space. I prioritize BTC, followed by #BNB (staking, new investments). I will start investing in XRP and Sol. I want to maintain a maximum of 5-6 value markers, possibly Doge, Ens, or Pepe. I will analyze and decide.
BNB is a coin that can be held long-term, stable, and profitable.
The six-character mantra for making money in the crypto space: Hold, allocate, don't look.
Regarding the recent volatility in the market: I would like to share my perspective. The bull market is still ongoing, and the overall direction remains upward with fluctuations. ETF funds are continuously flowing in, but it cannot be ruled out that there may be another significant pullback before March 20. The bull market is also a process of continuously washing out chips before rising again, and it is difficult to sell at a high point unless you sell in batches, take the profit, and avoid selling too late! Maintaining a balanced mindset is very important!
The market has always been fair. If there are no dragon-slaying techniques, don’t pick up the dragon-slaying sword!
The short-term fluctuations in the cryptocurrency market are large, but holding onto quality value assets and focusing on the medium to long term can lead to ideal returns for anyone. In this hellish market, there are often moments of joy and excitement, as well as occasional frustrations and disappointments. From initially being anxious and unable to sleep due to daily fluctuations of a few hundred USD in my account, to now having daily fluctuations of three to five thousand yet feeling as steady as a rock, I have become indifferent to any distracting noise. It is time that has smoothed out the edges of a person.
The market is always the only touchstone for verification. If you hold on, it will ultimately reward every investor who has endured the bear-bull transition of 2022-2023 with relatively ideal returns.
Looking back at 2022, when the market plummeted from 55,000 to below 20,000 throughout the year, I firmly believed that the bull market in 2025 would see BTC break 100,000. Recently, it just broke 100,000 and stabilized, looking ahead, 200,000 is within reach.
In a person's life, there are three downs and six ups, with six opportunities for prosperity; you only need to seize one. However, if you choose to just observe each time without delving deeper and believing, it will be very difficult to turn your fate around. We are all mere mortals, born into this world; everything is possible, and we shall meet again at the peak!
Several friends in the circle missed a wave of Meme行情 due to holding ETH, BNB, and SOL. I would like to take this opportunity to share my views as well. Even if you don't like a new market, you should try to understand it, as you might discover something new. We should discard prejudices against anyone and anything, as it can help us grow faster than ever before. Profits come from differences.