先锋投研

RWA, Completing the Last Piece of the 'Made in China 2025' Puzzle

The achievements of 'Made in China 2025' are already evident: 5G networks, industrial internet, new energy vehicles, chips, and aerospace.
#RWA
For our manufacturing industry, technology has arrived, industries are strong, but the efficiency of capital and resource flow always falls a little short.

RWA is the 'accelerator' for manufacturing capital.

Suppose you run a small smart appliance factory in Zhongshan and want to set up a new production line, but you're short tens of millions in funds.

The traditional approach might involve networking, seeking resources, and applying for bank loans, but RWA allows you to tokenize your equipment assets and sell 'digital shares' to global investors, with funds arriving in just a few days.

It acts like a 'powerful adhesive', smoothing out the lifeblood of the manufacturing industry.

Once asset tokenization is in place, financing becomes quicker, the supply chain thrives, and the global market comes closer, realizing the ultimate vision of a 'strong manufacturing nation'!!
#RWA赛道

Let's get to work!

Looking forward to the U.S. and China raising tariffs to 500%!

Then the stock market will be in shambles, and the cryptocurrency market will suffer a major downturn..............

Most of those who buy the dip will ultimately be in grave trouble.............
#保护您的资产
#特朗普暂停新关税
#关税大战

Retail investors must not catch the bottom!

Absolutely do not catch the bottom!

We are far from the bottom, big whales are using the 90-day tariff suspension to push the market and offload their stocks!

Trump's erratic and unpredictable businessman logic is fully displayed in the tariffs!

It also vividly portrays the image of an unscrupulous businessman and politician who engages in extortion!

Those who come to negotiate are all at the table, all offering benefits and sacrifices.

However, even in a foolish country, people have understood the essence of Trump's extortion through tariffs!

Thus, the decline of America is undoubtedly confirmed!!!

The negotiations haven't started, and the big battle is still brewing!

104% is not the end!

Beware of whales🐳 manipulating the market!

A brief surge is definitely not a market reversal!

China chooses to stand firm, how will the understanding king respond is the key!!

Since the United States wants to be the capital of cryptocurrency and use Bitcoin as digital gold, the Trump administration currently holds only about 200,000 coins, which is less than one-third of Grayscale's holdings (630,000 coins).
#美国加征关税
#特郎普

With Trump's businessman style of governance, how could he possibly buy Bitcoin at the current price of 82,000 USD for storage?

If the businessman president wants to be so kind-hearted, then why is he imposing tariffs and engaging in a global trade war!

So just wait, crypto friends, Trump won't back down until Bitcoin is below 60,000, and he won't truly buy Bitcoin with real money.
He won't stop until he has played the retail investors and some large holders to death; the timing just isn't right yet!

#加密货币

From intangible to tangible, RWA is a digital value generator!

It is also a tool for uncovering the hidden value of enterprises!

RWA is a technology applied to physical entities, and its intrinsic value is also the liquidity of physical assets or the digitization of various value attributes.

We are optimistic about the RWA track, which will surely sweep in and lead the current bull market trend!
#RWA代币化

The final timing of Trump's tariff actions, Mt. Gox is on the move!
#门头沟监控
According to Arkham data, just 20 minutes ago
Mt. Gox in Mentougou transferred 10,608 bitcoins to a brand new address.
At current market value, this asset is worth approximately $927 million.
If this hits the market, Bitcoin could drop to $75,000 without any doubt!

【Recent Research on Altcoins Insights】
#山寨币

1》Although the older coins from 2020 have continued to iterate technically, the shrinking developer community and the emergence of new technological applications that better suit the developmental demands of the future web3 world have led to a gradual decline in the technical viability and value of most older coins.

Even with a rebranding, it is difficult to hide the gradually declining essence. Coins like EOS, which simply change their branding to profit from investors, further deepen the mistrust of investors towards older coins.

2》For new coins, practical application and community consensus value are the two key points of their core growth advantage.

3》Focusing on old coins rather than new ones will be the mainstream investment strategy in the future secondary market.

Tonight (20th) at two o'clock in the morning, Powell's remarks determine the 'life and death' of the cryptocurrency world!
#鲍威尔讲话

Global casino owners are collectively fixated on Powell's upper lip.
He says "absolutely no rate cuts," while secretly betting on a rate cut in June FOMC.
(Traders bet on three consecutive cuts, experts only dare to bet on two.)

There is a 75% probability of a hard landing for the economy!
In layman's terms: "If there are no rate cuts, everyone is going to the rooftop to blow the northwest wind!"

Old Trump is also a troublemaker, getting rid of Powell is an open power struggle, accepting a new vice-chairman to supervise this old man.

Guys, tighten your belts and keep your bullets ready to buy the dip.

#币圈
If interest rates remain unchanged and the tone is dovish.
Scenario: If Powell hints at possible rate cuts in the future (for example, due to slowing economic growth or manageable inflation), the dollar may weaken, and risk assets like Bitcoin may receive a boost.
Impact: The crypto market may see a short-term rise, especially Bitcoin and major coins, as rate cut expectations usually favor high-risk assets.

Emphasizing inflation risks, and a hawkish tone.
Scenario: If Powell expresses concerns about inflation caused by tariffs and hints at possibly delaying rate cuts or even considering rate hikes, the dollar may strengthen.
Impact: The crypto market may come under pressure, Bitcoin prices may experience a correction, and investors may shift to safe-haven assets.

⚡️It is now a critical time for the bear-bull game, many clients are inquiring about investment strategies

The solution we provide is only one:
⚡️Definitely do not bet all your funds on a single currency, it is recommended to allocate funds to Bitcoin, Ethereum, and some promising small to medium projects.

⚡️⚡️⚡️Remember to keep a portion of cash or stablecoins (like USDT), so that you have the opportunity to 'buy the dip' when the market crashes.
#投资策略
#牛市
#你看好哪一个山寨币ETF将通过？

Will 2025 be a bear market?
#2025年不是熊市

In response to this incessant question, our view is:

Typically, a bull market peaks 12-18 months after a halving, with the 2024 Bitcoin halving leading to a bull market peak between mid-2025 and early 2026.

This suggests that 2025 may be at least partially in a bull market or a transitional phase, rather than a bear market. However, the late stages of a bull market are often accompanied by corrections, and a pullback may occur by the end of the year.

The market performance in 2025 will also depend on the global economic situation (such as whether the Federal Reserve will cut interest rates), regulatory policies (such as the U.S. stance on cryptocurrencies), and technological developments (such as Layer 2 solutions or the rise of new narratives). Bear markets typically occur after the bursting of a bull market bubble; if 2025 is the peak of the bull market, then the bear market may emerge in 2026 rather than in 2025.

Recently, the cryptocurrency world has been entangled with Liangxi's hundred-fold contracts and rolling warehouse strategies.

#凉兮归来

To be honest, you can do this too, as long as you are prepared with things like pesticide and herbicide.

The so-called Liangxi liquidation is actually a horror movie in the cryptocurrency world!

Watching it occasionally is thrilling, but watching it frequently is like being possessed by a ghost!

As for learning his trading strategies................

You can just rename it "Liang Tuo"

But do give it a try.

In 2025, many KOLs in the market are singing the blues about altcoins.
#2025加密货币价值研究报告

Will altcoins go to zero?

With this hot topic, we completed the 【2025 Cryptocurrency Value Research Report】

We boldly predict that by 2025, at least >30%-50% of altcoins globally will go to zero.

.........

An不可忽视的因素, with the unpredictable fluctuations of U.S. economic policy, the market's ups and downs are accelerating, and the hype around many poor-quality altcoins/air coins is also increasing, a phenomenon commonly referred to in the industry as 'cutting leeks,' while the overall probability of altcoins going to zero in the industry is also increasing.

Please leave a message to view the complete PDF report.

Be cautious in bottom fishing; there are too many unclear factors in the market right now!
#美股大跌

Merchants govern the country, not playing by the rules, will eventually lead to chaos and abandonment.

The situation in Mentougou, the tariff issues, the Federal Reserve's interest rate cuts, and the situation in Ukraine!

Only after these minefields are crossed and the black swan events are resolved!

The spring of altcoins will bloom in a hundredfold brilliance!!!
#山寨币

We are continuously exploring transformation to become advocates, builders, and promoters of new productive forces in China's digital finance!

A highly anticipated summit full of performances and tricks!
#白宫首届加密货币峰会
Summarizing the three core points of last night's crypto summit:
(1) Establishing strategic Bitcoin reserves and U.S. digital asset reserves
(2) Easing regulations: The government has begun to withdraw investigations and lawsuits against the crypto industry and is pushing the Senate to repeal rules from the Biden era, such as requiring certain crypto businesses to report information to the IRS. These actions are seen as support for the industry (Washington Post).
(3) Industry participation and support: The summit attracted active participation from industry leaders, and Trump has fulfilled his campaign promise to make the U.S. the 'crypto capital' (CNBC). However, many believe this is just a show of mutual praise.

Our research conclusion

Although Bitcoin prices rose before the summit due to Trump's support, market reactions on the day of the summit were mixed, and prices did not see a significant rebound. This proves that there is a considerable gap between market expectations and the actual impact of the summit.

In our view, the summit may be seen as a symbolic action by Trump to please the crypto industry rather than a genuine push for policy.

The lack of specific implementation details has led to a clear lack of market confidence.

Trump's governance style primarily focuses on deregulation and supporting business interests, which may be seen as prioritizing short-term gains over long-term stability.

Additionally, the scale, funding sources, and uses of the strategic reserves (such as whether they will be used to pay off federal debt) remain unclear, adding to the uncertainty.

Once you enter the cryptocurrency world, listen to a piece of advice.

There are only 2 possible outcomes in your life:

The first one: Either you stay long enough, learn and get rich!
#加密货币圈

The second one: Either you quit too early, which will only become your worst nightmare, because you are either angry about the loss, or you make a fortune but it is far less than expected.

Here is what the instructor said, strategically, you should fight a protracted war, and tactically, you should enter and exit quickly.

If you decide to stay.

We will witness the glory together!

This is the top hotspot in the world, Trump's signals are nothing.

The whole industry is waiting in the toilet for the trivial things coming out of his mouth, sparse and scattered!

As long as the Chinese Communist Party says to open the crypto circle, they can easily crush the American manipulation rules in no time!
#白宫首届加密货币峰会
#中共