$BTC It seems that AWS crashed in the afternoon, affecting several services including Binance, Kucoin, Debank, and several public blockchain nodes. As expected, the foundational infrastructure of the industry still relies on centralized cloud service providers like Amazon AWS.
#比特币与美国关税政策 It seems that AWS crashed this afternoon, affecting platforms including Binance, Kucoin, and Debank, as well as several public chain nodes. As expected, the most fundamental infrastructure in the industry is still centralized cloud service providers like Amazon AWS.
$BTC It seems that AWS is down this afternoon, affecting several platforms including Binance, Kucoin, Debank, as well as nodes of several public blockchains. Indeed, the foundational infrastructure of the industry is still centralized cloud service providers like Amazon AWS.
#美国半导体关税 om climbed from the 1st floor to the 100th floor in 3 years, but it only took a few minutes to come down from the 100th floor. Entered the circle early, used Bit era, and was one of the first users of Binance; now the big shots are dreamers who thought at that time that blockchain would change the world. Time flies, many of the former retail investors have become figures looked up to by ordinary people, and the blockchain industry has transformed from a state where it felt like it could die at any moment to a giant. Even the initially ambitious CZ has slowly been wrapped up by capital, and ideals have been gradually devoured. The giant wheel of the era pushes us forward; this is progress, but also sorrow. What we can do is to follow the times and not be eliminated.
$BTC om climbed from the 1st floor to the 100th floor in 3 years, but it only took a few minutes to come down from the 100th floor. Entered the circle early, used Bit Era, and was one of the first users of Binance. The big shots today were dreamers back then who believed blockchain would change the world. Time flies, many of the past retail investors have become figures that ordinary people look up to, and the blockchain industry has transformed from a state that felt like it could die at any moment into a giant. Even the initially ambitious CZ has slowly been engulfed by capital, with ideals being gradually consumed. The wheels of the era push us forward, which is progress, but also a sorrow. All we can do is follow the times and not be eliminated.
Looking at $BTC now, all cases of disputes between project parties and communities arise from a front desk employee who cannot communicate, which has sparked conflicts with retail investors.
The reason they cannot communicate mostly stems from an inner sense of superiority; sometimes this superiority comes from their education, and sometimes it comes from believing their project is impressive.
Recognizing the current state of the existing market, customers come first, and users are the most important. Is it really that difficult?
#加密市场反弹 Looking back now, all cases of disputes between project parties and communities stem from a front desk staff member who cannot communicate, triggering conflicts with retail investors.
The reason they cannot communicate mostly comes from an inner sense of superiority; sometimes this superiority comes from their education, and sometimes it comes from believing their project is impressive.
Recognizing the current state of the existing market, putting customers first, and acknowledging that users are the most important – is this really that difficult?
This time the big drop saw Ethereum rebound 10% from its low, while Sol rebounded 20%. I bottomed out on Sol at 98, but Ethereum is still in a cash position. On one hand, I am physiologically nauseated by this coin, and on the other hand, rationally speaking, I personally believe that if there is still a bull market in the next six months, ETH will still not outperform Sol.
First of all, the strength of the rebound for both has already said it all. ETH is weak and powerless and there are even ancient whales continuously selling. Sol's rebound is strong, two times that of ETH in terms of value.
Secondly, I still see no signs of improvement in ETH's fundamentals. Let me tell you a scary thing: the new SEC chair has taken office this week, so it is highly likely that the ETF pledge will be approved in May. You might say, isn't this good for Ethereum? Yes, that's true, but don't forget, the next ETF to be approved will probably be Sol.
So what will the situation be then? There will be BTC, ETH, and Sol ETFs appearing simultaneously. BTC goes without saying, no one can shake it. ETH and Sol will compete for the limited funds that have been released.
Please put on the mindset of a U.S. stock market investor. How many people who bought ETH do you think will switch to Sol after its ETF is approved? If this round is the ETF giving Ethereum a lifeline,
In this significant drop, Ethereum rebounded 10% from its low point, while Solana rebounded 20%. I bought the dip on Solana at 98, but Ethereum is still in a cash position. On one hand, I have a physiological aversion to Ethereum, and on the other hand, rationally speaking, I personally believe that if there is a bull market in the next six months, Ethereum will still not outperform Solana.
Firstly, the strength of the rebounds for both has already indicated everything; Ethereum is weak and powerless, and there are even ancient whales continuously unloading their holdings, while Solana's rebound is strong and numerically twice that of Ethereum.
Secondly, I still see no signs of any improvement in Ethereum's fundamentals. Let me tell you something alarming: the new SEC chairman has taken office this week, so the probability of an ETF approval for staking in May is high. You might say, isn't this good news for Ethereum? Yes, that's correct, but don't forget that Solana is likely to be the next one to get an ETF approval as well.
So what kind of situation will that create? There will be BTC, ETH, and Solana ETFs appearing simultaneously. BTC is a given; no one can shake that. Ethereum and Solana will be competing for the limited funds that are available.
Imagine yourself as a U.S. stock investor. How many people who bought Ethereum would switch to Solana once its ETF gets approved? If we say this round is the ETF giving Ethereum a lifeline, a rough estimate might suggest that as much as 30% to 50% of Ethereum's current price is propped up by the ETF? When Solana's ETF gets approved, it will likely take away a significant portion of this poor half-life of Ethereum....
Solana will likely drain Ethereum, especially since in the U.S. stock market, there aren’t many steadfast advocates brainwashed by concepts like Vitalik's endless garden, decentralization, privacy security, and communism. The investors in the U.S. stock market are mature and believe that whoever rises is the best.
So if in May we see the coexistence of BTC ETF, ETH ETF, and Solana ETF, can you imagine what that situation will be like?
Of course, Solana will also face the same situation as BTC and ETH, where early holders might dump their shares right after the ETF approval.
After the 69,447,221,945 interest rate hike, China will not follow up, and this round of the trade war has temporarily come to an end. So in reality, the result of the U.S. imposing tariffs is a 10% basic tariff for everyone, which is similar to the initial expectations before Trump pulled up the Excel spreadsheet (China imposes high tariffs separately but has transshipment trade). Shouldn't various markets rebound back to the position before Trump raised the billboard?
After the 38,841,566,994, the Chinese side will not follow up with further interest rate hikes, and this round of trade war has temporarily come to an end. So, in fact, the result of the US imposing tariffs is a 10% base tariff for everyone, which is similar to the expectations before Trump pulled out the Excel spreadsheet (China adding extremely high tariffs individually but with transshipment trade). Should various markets rebound back to the position before Trump raised the billboard?
After the #CPI数据来袭 , China will not follow up with further interest rate hikes, and this round of trade war has temporarily come to a pause. So, in reality, the result of the US imposing tariffs is an overall 10% basic tariff, which is roughly in line with the expectations before Trump pulled up the Excel spreadsheet (China imposed exceptionally high tariffs individually but still had transshipment trade). Shouldn't all markets rebound to the position before Trump raised the billboard?
$BTC 1. Trump is not crazy enough to ignore it 2. The market is indeed hurting, but it's unclear if there is external pressure pushing him 3. The purpose is clear, and a pattern of two major camps may emerge 4. The bear market is completely different from 2022; the limitless QE at that time created too much of a bubble, and this round speaks for itself 5. The market should not be overly pessimistic
#保护你的资产 1. Trump is not crazy enough to be reckless 2. The market is indeed in pain, but it is unclear whether there is external pressure pushing him 3. The purpose is clear, and the structure of the two major camps may emerge 4. The bear market is completely different from 2022; the unlimited QE at that time created too much of a bubble, while this round goes without saying 5. The market should not be overly pessimistic
#保持SAFU 1. Trump is not crazy enough to ignore everything 2. The market is indeed in pain, but it's unclear if there is external pressure pushing him 3. The purpose is clear, and the pattern of the two major camps may emerge 4. The bear market is completely different from 2022; the unlimited QE back then created too large a bubble, and this round speaks for itself 5. The market should not be overly pessimistic
#保持SAFU 1. Trump is not crazy enough to ignore everything 2. The market is indeed hurting, but it's unclear if there is external pressure pushing him 3. The purpose is clear, and a pattern of two major camps may emerge 4. The bear market is completely different from 2022; the unlimited QE at that time created too much of a bubble, and this round doesn't need much explanation 5. The market should not be too pessimistic