Do you remember buying Bitcoin for just over 2,000 RMB at the Bitcoin China exchange when you graduated from university in 2014? At that time, there was no Huobi, no OKEx, no Binance, and no Douyin; it was a very niche circle. The entire cryptocurrency market had less than 1 million people globally, and it was the peak of the real estate market; 2015 was the peak of the stock market in nearly a decade, and P2P lending was rampant across China. Premier Li's slogan was: "Mass innovation, mass entrepreneurship," and it was also the time when the pockets of ordinary Chinese people were the fullest... searching for investment opportunities everywhere!
Now, ten years later, Bitcoin is over 700,000 each, an increase of more than 300 times... For the post-90s generation, Bitcoin over the past decade has indeed been the biggest opportunity for a turnaround from rags to riches! No other industry can compare, none at all! At the same time, these ten years have also been the strongest period of wealth redistribution, with real estate, the stock market, P2P, and CX platforms harvesting and taking away the wealth of countless middle-class families...
Characteristics of the group that seized the ten-year Bitcoin dividend:
1. Sufficient faith
2. Own a mining farm
3. Have experienced a death spiral in life
4. Continuously study to improve understanding
5. Constantly preach for the industry and let more people believe in the future
Which industry or group will enjoy the wealth dividend of the era in the next ten years?
1. Blockchain
2. AI
3. Blockchain + AI
From a group of tech guys, to capital entering the scene, to government involvement, it confirms Steve Jobs' famous saying: "Only those who are crazy enough to think they can change the world can truly change the world."
The latest June PMI data shows a slight recovery in manufacturing activity, but the services PMI fell short of expectations, indicating uneven economic recovery momentum. The market is focused on the upcoming non-farm payroll data to be released next week, which is expected to provide further guidance on the Federal Reserve's policy path.
Inflationary pressures in the Eurozone have eased, with May CPI rising 2.4% year-on-year, lower than market expectations. The European Central Bank may keep interest rates unchanged in the next two meetings, but market expectations for a rate cut by the end of the year are heating up.
AI-related companies continue to attract investment, with strong stock performance from companies like NVIDIA and Microsoft. The commercialization of generative AI technology is accelerating, and the global AI market is expected to exceed $500 billion by 2025. Recent investment hotspots in the cryptocurrency space include:
1. Helium has seen increased trading volume due to its migration to the Solana blockchain and focus on decentralized Internet of Things (IoT) networks, with its DePIN (Decentralized Physical Infrastructure Network) concept attracting institutional interest.
2. BRETT is a meme coin on the Base chain, which has recently seen active trading due to the growth of the Base ecosystem and the meme coin craze.
3. TNSR is the NFT market protocol within the Solana ecosystem, which has gained capital inflow recently due to the integration with Magic Eden and rising NFT trading volume.
4. AIOZ focuses on decentralized content distribution and AI computation, showing active performance recently due to increased demand for video streaming. (The above suggestions are for reference only! Brothers! Remember to like + follow)
Due to expectations of Federal Reserve interest rates, favorable Trump policies, and geopolitical influences, market sentiment is quite volatile. Currently, mainstream coins in the secondary market are consolidating at high levels with not many opportunities! Be patient!
The Federal Reserve's dot plot indicates expectations of two rate cuts in 2025, boosting risk asset sentiment. The friendly policies of the Trump administration towards the crypto industry (such as the passage of the stablecoin bill GENIUS Act in the Senate) are beneficial for long-term market confidence in the second half of the year.
The Solana ecosystem is attracting speculative funds due to its high performance and DeFi growth. The following are key cryptocurrencies:
1. Solana (SOL)
2. Raydium (RAY)
Technical analysis: Driven by the launch of the LaunchLab platform, short-term volatility is high.
Speculative opportunities: Increasing attention on DeFi protocols, suitable for short-term operations.
Risk warning: Attention should be paid to changes in on-chain trading volume.
The Solana (SOL) spot ETF planned by VanEck has been registered with the Depository Trust & Clearing Corporation (DTCC) in the United States, with the code VSOL, marking a step closer to the official launch of the product. The ETF still requires approval from regulators and exchanges.
Previously, several asset management companies in the U.S. had submitted applications for a Solana ETF to the SEC and submitted a revised registration statement in mid-June. Bloomberg analysts expect that approval could be granted within the next three to five weeks, or it could be launched in July. VanEck has not yet announced the official trading date for VSOL.
1. Long-term Allocation: Bitcoin and Ethereum as core assets, accounting for 50%-60%, suitable for inflation resistance and long-term appreciation.
2. Short-term Trading: Focus on buying opportunities after altcoin pullbacks, combined with liquidation heat maps and EMA144 indicators for operations.
3. Steady Choices: Participate in DeFi through stablecoins or invest in crypto concept stocks to reduce volatility risks.
4. Emerging Opportunities: Participate in Web3 project airdrops and AI + blockchain related tokens to diversify investment risks.
The cryptocurrency market continues its recent upward trend, mainly driven by macroeconomic conditions, policy expectations, and technical factors. Bitcoin (BTC) prices fluctuate around $100,000, failing to break the previous high of $106,000, indicating some resistance at high levels. The altcoin market shows a mixed performance, with some projects getting funding attention due to airdrop expectations and technical progress, but overall retail participation remains low, with the upward trend mainly driven by institutions and large holders. II. Core Observations 1. Macroeconomic and Policy Impacts US Economic Data: Recent US inflation data has remained low, leading to increased market expectations for Federal Reserve interest rate cuts. The US dollar index has weakened, benefiting risk assets including cryptocurrencies. Gold prices have broken through $3,350 per ounce, indicating a coexistence of risk aversion and risk appetite in the crypto market.
Let's see if we can get a small rebound this weekend. When rebounding, the positions that are trapped are those that were reduced during the rebound, and when it reaches the key positions shown in the picture, we can primarily go short on the highs!
Currently, a bearish structure has formed, and it is highly likely that the downward trend will continue next week, so everyone should pay attention to risk control! Once a deep pullback is chosen, the time cycle will inevitably extend to a larger level, possibly half a month or even 1 to 2 months!
For investors who cleared their positions a few days ago, the pullback is a good opportunity to gradually reduce positions and accumulate chips at a lower price!
The most important thing in trading is to grasp: cycle, trend, and rhythm!
Macroeconomic information for next week:
Monday 20:30, U.S. June New York Fed Manufacturing Index;
Tuesday, Bank of Japan announces interest rate decision;
Wednesday 20:30, U.S. initial jobless claims for the week ending June 14;
Thursday 02:00, Federal Reserve FOMC announces interest rate decision and economic projections summary;
Thursday 02:30, Federal Reserve Chairman Powell holds a monetary policy press conference.
(Brothers! Remember to like + follow, and share more valuable information!)
Starting from June 13, 2025, 21:00 (UTC+8), users holding at least 247 Alpha points can claim 372 ROAM airdrops on the Alpha activity page by consuming 15 points, and must confirm the claim within 24 hours. The platform will also launch a ROAM trading competition with a prize pool of up to 4.92 million ROAM tokens.
Israel launched an attack on Iran, and the Chief of Staff of the Iranian Armed Forces was assassinated... This has also caused a collapse in the cryptocurrency market! The day before yesterday's tweet already warned of risks, everyone should not FOMO; once Bitcoin turns around, altcoins will surely bleed profusely!
The easiest way for cryptocurrency whales to deceive retail investors and harvest them is by creating a momentum to break through and then executing a sudden stop-loss! Everyone will be wiped out!
If we don't experience a deep washout to enter the market, there is always the risk of being buried at any time. This waiting is torturous, but at least we won't lose much money. Those who chased high and heavily invested in these days will find it even more agonizing!
In this cycle, aside from Bitcoin, it is increasingly difficult to hold other assets for the long term. If the chips are not bought during extreme panic sell-offs, it is basically hard to make money! Day trading is relatively more flexible; strict profit-taking and stop-loss measures are necessary! Risks are controllable! There's no need to be deeply buried!
As a trader, never let your thinking become rigid; always prioritize objectivity over subjectivity. Before entering a trade, think about how to handle being caught off guard by the market; only by considering the worst can you achieve the best results.
According to Onchain Lens monitoring, a certain whale deposited 10 million USDC into HyperLiquid and opened a long position on ETH with 10x leverage, currently valued at 46 million dollars.
Bitrue attacker repurchased nearly 3,000 ETH at a low position
According to Lookonchain, the Bitrue attacker exchanged 4,207 ETH for $16.34 million DAI at a price of $3,885 per ETH in March 2024 and has recently made a reverse operation, repurchasing 2,999 ETH at a price of $2,769 using $8.3 million DAI.
Currently, the overall market (BTC, ETH) is still at a high level, making it difficult for both bulls and bears. Let's see if there are opportunities in other sectors. Comp, as a leading lending platform, is currently quite strong, so just focus on strong coins!
Long positions can be entered around 55.8 (10x leverage)
Add to position at 53
Stop loss at 50
Take profit at 61—63
(Manage risks, the above suggestions are for reference only!)
XRP is 'going on-chain' now, and this time it's not relying on ETFs, but on XRPFi.
At the XRP Ledger Apex conference in Singapore on June 10, the XRPFi concept made its debut, as Ripple attempts to bring XRP into the DeFi ecosystem to activate its market capitalization of over $130 billion.
Historically, while XRP has advantages in cross-border payments, it has lacked smart contract capabilities and has been unable to integrate into on-chain financial systems, making it a typical example of the lowest 'on-chain usage' among high market cap crypto assets.
Flare Network serves as the core infrastructure of the XRPFi ecosystem, with its FAssets protocol supporting the mapping of XRP to FXRP, introducing EVM contract functionality. The stablecoin USD₮0 has launched as a complementary liquidity asset, building a foundation for trading and lending in DeFi applications.
According to official data, as of June 10, Flare's TVL has surpassed $157 million, with an annual growth rate exceeding 400%, and liquidity loops between XRP and USD₮0 pair pools have begun to form.
At the same time, Doppler Finance has established a CeDeFi yield matrix for XRPFi. Users can choose from off-chain quantitative strategies, on-chain lending, and stablecoin yield products to realize asset appreciation. The platform has also introduced an isolated market mechanism to control systemic risks, utilizing professional service providers like Fireblocks for custody and strictly vetting trading institutions. Its current TVL exceeds $30 million, making it one of the leading platforms in this sector.
Although the XRPFi ecosystem is still in its early stages, the market is observing its user growth, protocol maturity, and long-term stability. However, from the product roadmap and market positioning, XRPFi has already become an important lever for the development of the XRP ecosystem, also opening up new growth paths for high market cap traditional crypto assets in DeFi.
Zhang Ailing said that one should become famous early, and in fact, one should also become rich early.
Having one billion at 20 years old is completely different from having one billion at 30 or 40 years old, and having one billion at 50 years old is completely meaningless.
Toys that I wanted as a child can be bought casually when I grow up; electronic products that I liked at 20 can be bought casually at 30, but the interest is long gone.
As men grow older, the side effect is the loss of desire, with little interest in anything, while the meaning of living is the desire for all things in the world.
Having wealth too late,
If the spring breeze has compassion for the flowers, could you allow me to be young again?
1. The U.S. Securities and Exchange Commission (SEC) officially announced on June 4, 2025, that it accepted the listing application for the 21Shares SUI ETF submitted by the Nasdaq Stock Market.
2. Stablecoin issuer Circle completed its IPO on the New York Stock Exchange at $31 per share, exceeding the original expected pricing range ($24-26), raising $1.1 billion, and achieving a valuation of $6.2 billion. The stock code is 'CRCL' and trading will begin on Thursday.
3. Web3 identity protocol Shards Protocol announced the completion of $2 million in financing, with participation from institutions such as Animoca Brands, Kyber Ventures, and Yield Guild Games.
4. The latest report from the World Economic Forum predicts that the integration of blockchain and artificial intelligence will drive the decentralized physical infrastructure networks (DePIN) market to exceed $3.5 trillion before 2028. Currently, there are over 1,500 active projects in this field globally, with a market value of approximately $30-50 billion.
5. Crypto credit startup 3Jane has completed a $5.2 million seed round of financing, led by Paradigm. The company stated in a release that its protocol is 'a credit-based peer-to-peer currency market, providing yields to farmers, traders, businesses, and AI agents through algorithmic, real-time unsecured USDC credit lines.'
The long-silent Injective is staging a comeback; is it a true return or just a brief flash of brilliance?
In the past 30 days, the established public chain Injective has achieved a net inflow of $142 million, second only to Ethereum, re-entering the market spotlight.
On-chain active users have surged, trading volume has expanded, and token prices have rebounded. Injective seems to be revitalizing its ecosystem through RWA narratives and high-yield DeFi projects.
The core driver comes from the newly launched institutional-grade platform Upshift, which offers an annualized return of up to 30% in the Injective treasury. Although the treasury has a hard cap of only $5 million, it has attracted a large amount of funds through the Peggy bridge, accounting for as much as 98.5%. However, whether these funds will be retained remains to be seen.
In terms of ecosystem, Injective is also accelerating its layout: in April, it launched the Lyra mainnet upgrade to optimize performance structure; in May, it released the RWA oracle framework iAssets, supporting on-chain Euro and British Pound forex trading; at the same time, it attracted validators such as Republic, Google Cloud, and Deutsche Telekom to join. Its strategic direction is gradually shifting from derivatives trading to the integration of RWA and AI.
However, the reality remains severe.
The daily trading volume of Injective derivatives is only $90 million, which is only 1.4% of Hyperliquid; TVL remains at $26 million, with sluggish growth. Although daily active users have increased from 6,300 in February to nearly 48,000, the overall gap with first-tier public chains is still significant.
The INJ token has rebounded over 140% since April, but is still 4 times away from its historical peak. Is this round of recovery a new starting point, or just a short-term rebound?
1. The Paradigm research team has proposed the "Orbitals" automated market maker design, aimed at supporting liquidity pools for up to tens of thousands of stablecoins, offering a higher dimension of liquidity concentration compared to Uniswap V3 and Curve.
2. CME "Federal Reserve Watch": The probability of the Federal Reserve maintaining interest rates in June is 95.3%, while the probability of a 25 basis point rate cut is 4.7%. The probability of the Federal Reserve maintaining interest rates in July is 75.6%, with a cumulative probability of a 25 basis point rate cut at 23.4%, and a cumulative probability of a 50 basis point rate cut at 1.0%.
3. SharpLink Gaming announced the completion of a $425 million private financing round, led by Consensys. SharpLink intends to use the proceeds to purchase ETH and will hold it as its primary treasury reserve asset.
4. Tether Gold announced the launch of a multi-chain version XAUt0, as a full-chain deployment of Tether Gold. XAUt0 will release the world’s largest gold-backed digital token Tether Gold onto the global blockchain through a frictionless full-chain liquidity layer.
5. Yesterday, there was a net outflow of 7,157 BTC from 10 U.S. Bitcoin ETFs, with BlackRock seeing an outflow of 4,113 BTC. BlackRock currently holds 660,842 BTC, valued at $6.888 billion; there was a net inflow of 26,572 ETH into 9 Ethereum ETFs, with BlackRock seeing an inflow of 27,241 ETH. BlackRock currently holds 1,417,021 ETH, valued at $3.55 billion.
Brothers! Remember to like + follow, I will update the latest news in the crypto circle + market analysis + strong coins as soon as possible! #Strategy增持比特币