赛儿学姐
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@saisaisai1995
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八年all in crypto | 本金是祖宗 | 专注于K线搞钱和有点儿但不多的姿色交易员 | 币安最高节省手续费邀请码：AWNGNVBE
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Circle Continuous Surge, the US stock market financial sector is being repriced.
✅ The day after the stablecoin bill passed, Circle's stock price reached a historic high
✅ Concepts like 'on-chain payments' associated with Coinbase, Silvergate, etc., rose accordingly
❌ Traditional payment giants like Visa, Mastercard, and PayPal saw their market values decline
📉 Visa alone evaporated 30 billion USD, what does this mean?
The logic of traditional finance's 'infrastructure' is being rewritten.
Stablecoins are not just DeFi tools, nor just bridges for Web3. They are a new shell of dollar liquidity, a new core clearing and settlement system connecting on-chain and off-chain.
What I personally care about is not how much Circle has risen, but which emerging 'little Nvidia' exist in this sector.
#Stablecoin #Circle #Web3Infrastructure #DollarDigitalization #RWA
✅ The day after the stablecoin bill passed, Circle's stock price reached a historic high
✅ Concepts like 'on-chain payments' associated with Coinbase, Silvergate, etc., rose accordingly
❌ Traditional payment giants like Visa, Mastercard, and PayPal saw their market values decline
📉 Visa alone evaporated 30 billion USD, what does this mean?
The logic of traditional finance's 'infrastructure' is being rewritten.
Stablecoins are not just DeFi tools, nor just bridges for Web3. They are a new shell of dollar liquidity, a new core clearing and settlement system connecting on-chain and off-chain.
What I personally care about is not how much Circle has risen, but which emerging 'little Nvidia' exist in this sector.
#Stablecoin #Circle #Web3Infrastructure #DollarDigitalization #RWA
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Liu Qiangdong didn't miss out this time.
JD.com officially launches the 'Second Payment Revolution': issuing Hong Kong dollar & US dollar stablecoins, applying for global licenses, and building an international settlement network.
✅ Regulatory compliance
✅ Supports C-end payments
✅ JD's Hong Kong and Macau site will soon open stablecoin payments
Companies outside the circle have already started moving, are those inside still talking about Memecoins?
📌 Circle surges, USDC bill passes, the first giant in China to take action is already in the sandbox testing phase.
👉 Who's next?
#Stablecoins #JD #RWA #BlockchainPayments #CoinStockLinkage
JD.com officially launches the 'Second Payment Revolution': issuing Hong Kong dollar & US dollar stablecoins, applying for global licenses, and building an international settlement network.
✅ Regulatory compliance
✅ Supports C-end payments
✅ JD's Hong Kong and Macau site will soon open stablecoin payments
Companies outside the circle have already started moving, are those inside still talking about Memecoins?
📌 Circle surges, USDC bill passes, the first giant in China to take action is already in the sandbox testing phase.
👉 Who's next?
#Stablecoins #JD #RWA #BlockchainPayments #CoinStockLinkage
See original
Circle hits a new high in US stocks!
Last night, $CRCL's trading volume exceeded 63 million shares, and the stock price closed at $199.59, both reaching historical highs since its listing📈
Stablecoin = the credit foundation of digital dollars
Circle = the largest bridge between traditional finance and on-chain dollars
Imagine this: when the dollar monetary policy wants to change to 'fast' — who will react first?
Stella says: Don't just focus on USDT's market share, the real narrative has just begun.
Last night, $CRCL's trading volume exceeded 63 million shares, and the stock price closed at $199.59, both reaching historical highs since its listing📈
Stablecoin = the credit foundation of digital dollars
Circle = the largest bridge between traditional finance and on-chain dollars
Imagine this: when the dollar monetary policy wants to change to 'fast' — who will react first?
Stella says: Don't just focus on USDT's market share, the real narrative has just begun.
See original
30 US stock companies collectively "follow MicroStrategy" to chain crypto assets:
From healthcare, entertainment to agricultural e-commerce, more and more small and mid-cap companies are starting to include $BTC, $ETH, $SOL, $TRX... in their financial reports. Some are for financing, some for valuation, and some may just be to tell a new story.
The trend of crypto reserves has arrived, which also means that the narrative of the next bull market may be shifting from the crypto circle to the crypto coordinates in the stock market. via @PANewsLab
From healthcare, entertainment to agricultural e-commerce, more and more small and mid-cap companies are starting to include $BTC, $ETH, $SOL, $TRX... in their financial reports. Some are for financing, some for valuation, and some may just be to tell a new story.
The trend of crypto reserves has arrived, which also means that the narrative of the next bull market may be shifting from the crypto circle to the crypto coordinates in the stock market. via @PANewsLab
See original
Circle's IPO is not just the first stock of stablecoins,
but a concentrated release of compliance windows + capitalization opportunities.
Why has the recent stablecoin legislation + Circle IPO been so intense?
To put it simply, this round of opportunity is not based on technological breakthroughs,
but on who can grab the position of "compliance dollar mapping."
Market narratives often talk about AI, but I am more concerned about:
the dollar stablecoin sector is迎来a round of financial beta-level opportunities.
In the coming days, you will see more institutions leveraging "stablecoins + financial structures".
Don't just focus on the ups and downs of coin prices; pay attention to changes in rules, as that holds the key to future excess returns!
but a concentrated release of compliance windows + capitalization opportunities.
Why has the recent stablecoin legislation + Circle IPO been so intense?
To put it simply, this round of opportunity is not based on technological breakthroughs,
but on who can grab the position of "compliance dollar mapping."
Market narratives often talk about AI, but I am more concerned about:
the dollar stablecoin sector is迎来a round of financial beta-level opportunities.
In the coming days, you will see more institutions leveraging "stablecoins + financial structures".
Don't just focus on the ups and downs of coin prices; pay attention to changes in rules, as that holds the key to future excess returns!
See original
Circle IPO, the beginning of a new cycle for stablecoins?
$7.2 billion IPO, Circle opened up directly 3 times.
Traditional financial giants BlackRock and ARK preemptively scooped up shares.
Stella focuses on three points:
✅ This is not just about 'stablecoins being recognized',
it is TradFi finding the most secure way to enter the stablecoin track.
✅ $7.2 billion pricing + U.S. stock market valuation anchor,
may raise the valuation space of the entire DeFi stablecoin sector.
✅ For MKR/ENA/PENDLE/AAVE and other stablecoin logically related targets, short-term is obviously positive feedback.
But don't forget:
When BlackRock starts to dominate the game, the rules of DeFi will no longer be the same.
What do you think of this IPO wave? Is the summer of stablecoins really coming, or is it another round of smart money harvesting? #CircleIPO #stablecoin sector #DeFi #StellaHotComments
$7.2 billion IPO, Circle opened up directly 3 times.
Traditional financial giants BlackRock and ARK preemptively scooped up shares.
Stella focuses on three points:
✅ This is not just about 'stablecoins being recognized',
it is TradFi finding the most secure way to enter the stablecoin track.
✅ $7.2 billion pricing + U.S. stock market valuation anchor,
may raise the valuation space of the entire DeFi stablecoin sector.
✅ For MKR/ENA/PENDLE/AAVE and other stablecoin logically related targets, short-term is obviously positive feedback.
But don't forget:
When BlackRock starts to dominate the game, the rules of DeFi will no longer be the same.
What do you think of this IPO wave? Is the summer of stablecoins really coming, or is it another round of smart money harvesting? #CircleIPO #stablecoin sector #DeFi #StellaHotComments
See original
Stella Insights | Stablecoins Are Entering a Period of Restructuring Power
Recently, there have been legislative movements regarding stablecoins in the US and Hong Kong:
🇺🇸 The United States is advancing S.394, beginning to define the issuing entities, redemption mechanisms, and audit requirements through legislation;
🇭🇰 Hong Kong has passed the draft ordinance in three readings, supporting global compliance institutions to issue coins in Hong Kong, and releasing interest scenarios.
Unlike the previous path of 'projects first, regulation follows',
this time both regulators and issuers are competing for the dominant definition of stablecoins.
Some say this will benefit certain assets, but I believe:
Compared to chasing hot trends, it is more worth paying attention to—who can control the clearing rights + usage paths in the future.
What do you think about this? Let's discuss 💰
Recently, there have been legislative movements regarding stablecoins in the US and Hong Kong:
🇺🇸 The United States is advancing S.394, beginning to define the issuing entities, redemption mechanisms, and audit requirements through legislation;
🇭🇰 Hong Kong has passed the draft ordinance in three readings, supporting global compliance institutions to issue coins in Hong Kong, and releasing interest scenarios.
Unlike the previous path of 'projects first, regulation follows',
this time both regulators and issuers are competing for the dominant definition of stablecoins.
Some say this will benefit certain assets, but I believe:
Compared to chasing hot trends, it is more worth paying attention to—who can control the clearing rights + usage paths in the future.
What do you think about this? Let's discuss 💰
See original
Which path will you choose in web3? #加密市场反弹
1. The wrong path of working for others
2. The dead end of entrepreneurship
3. The dead end of relying on parents
Start your choice 😂
1. The wrong path of working for others
2. The dead end of entrepreneurship
3. The dead end of relying on parents
Start your choice 😂
See original
If the US-China tariffs continue to increase like this, it's just a matter of numbers, and it no longer holds any essential meaning. The short-term impact on the financial market will become smaller and smaller.
However, the impact of the tariff trade war on the economic market in the medium to long term is just beginning. I've heard that many bars in the US have already started to deal with the tariff issue by reducing alcohol sales by 10%, and that there are no more eggs to eat in the US. This is just the beginning; the impact on China is something that everyone is aware of but won't openly discuss, and it won't be spared either.
If an economic recession occurs, the probability of the US lowering interest rates to stimulate the market will increase. The prosperity of the financial market will also not be long-term; if the economic market is bad, the financial market will decline as well—it’s just a matter of time.
Trump wants to disrupt the economy before the midterm elections to reshape it, and time is quite urgent. To overturn the existing capital system, it can only be done by breaking down the old to establish the new. The breakdown is already showing signs; whether the new can be established depends on whether Trump can withstand the pressure!
The market correction is almost over; the correction is mainly dominated now. On this occasion, on the car.
#币安投票上币
However, the impact of the tariff trade war on the economic market in the medium to long term is just beginning. I've heard that many bars in the US have already started to deal with the tariff issue by reducing alcohol sales by 10%, and that there are no more eggs to eat in the US. This is just the beginning; the impact on China is something that everyone is aware of but won't openly discuss, and it won't be spared either.
If an economic recession occurs, the probability of the US lowering interest rates to stimulate the market will increase. The prosperity of the financial market will also not be long-term; if the economic market is bad, the financial market will decline as well—it’s just a matter of time.
Trump wants to disrupt the economy before the midterm elections to reshape it, and time is quite urgent. To overturn the existing capital system, it can only be done by breaking down the old to establish the new. The breakdown is already showing signs; whether the new can be established depends on whether Trump can withstand the pressure!
The market correction is almost over; the correction is mainly dominated now. On this occasion, on the car.
#币安投票上币
See original
Senior Sister asks:
Is there still a big wave today?
#美国加征关税 #加密市场回调
Chuanzi threatened that if China does not withdraw the 34% retaliatory tariffs, he will refuse to communicate with China and continue to impose tariffs!
Chuanzi, although the United States has a trade deficit, you have used the advantage of the deficit to gain global purchases of your dollar products, and then the dollars flow back, investing globally through ultra-low interest costs, achieving a financial surplus.
Is it a long-term plan to abandon financial surplus for the support of rednecks?
The issues brought by tariffs are not just about who loses and who profits on the surface; the bigger crisis is the global stagflation, which we know can be terrifying when we reference the Hoover era!
Senior Sister believes: short-term games are normal, mid-term compromises are inevitable, and even if they appear tough on the surface, private negotiations are also possible.
Is there still a big wave today?
#美国加征关税 #加密市场回调
Chuanzi threatened that if China does not withdraw the 34% retaliatory tariffs, he will refuse to communicate with China and continue to impose tariffs!
Chuanzi, although the United States has a trade deficit, you have used the advantage of the deficit to gain global purchases of your dollar products, and then the dollars flow back, investing globally through ultra-low interest costs, achieving a financial surplus.
Is it a long-term plan to abandon financial surplus for the support of rednecks?
The issues brought by tariffs are not just about who loses and who profits on the surface; the bigger crisis is the global stagflation, which we know can be terrifying when we reference the Hoover era!
Senior Sister believes: short-term games are normal, mid-term compromises are inevitable, and even if they appear tough on the surface, private negotiations are also possible.
See original
My first instinct tells me that the tariffs on the 9th are not being implemented exactly as announced. #美国加征关税 #加密市场回调
First, it gave everyone time to negotiate, leaving a lot of room for maneuvering.
Second, many of the announced countries have started to lower their limits, begging for favors from Trump, who is probably feeling quite pleased with himself.
Third, it is highly likely that it will ultimately turn into a tug-of-war over tariffs between two major power blocs.
Variable: One cannot rule out the possibility that Trump may take aggressive action against countries like Iran if negotiations go poorly. However, this is a low-probability event.
This round of tariffs has already caused a lot of funds to cut losses and flee, which has achieved its purpose.
It's better to hold onto mainstream coins, as there shouldn't be much of an issue. Unless something unexpected happens on the 9th, a rebound is highly likely. Those who are bottom-fishing will probably have no problems profiting.
First, it gave everyone time to negotiate, leaving a lot of room for maneuvering.
Second, many of the announced countries have started to lower their limits, begging for favors from Trump, who is probably feeling quite pleased with himself.
Third, it is highly likely that it will ultimately turn into a tug-of-war over tariffs between two major power blocs.
Variable: One cannot rule out the possibility that Trump may take aggressive action against countries like Iran if negotiations go poorly. However, this is a low-probability event.
This round of tariffs has already caused a lot of funds to cut losses and flee, which has achieved its purpose.
It's better to hold onto mainstream coins, as there shouldn't be much of an issue. Unless something unexpected happens on the 9th, a rebound is highly likely. Those who are bottom-fishing will probably have no problems profiting.
See original
#特朗普关税
What a "reciprocal tariff." Are you the one who discounts your own products for reciprocity? Chuanzi once boldly said: If one day the Dow Jones index plummets more than 1000 points in a single day, then the sitting President of the United States should be stuffed into a cannon and shot towards the sun at the fastest speed. There are no excuses. — Donald Trump Chuanzi, just a little over 2 points away from the circuit breaker, is this nonsense? Are people from all over the world coming to buy your discounted goods?
What a "reciprocal tariff." Are you the one who discounts your own products for reciprocity? Chuanzi once boldly said: If one day the Dow Jones index plummets more than 1000 points in a single day, then the sitting President of the United States should be stuffed into a cannon and shot towards the sun at the fastest speed. There are no excuses. — Donald Trump Chuanzi, just a little over 2 points away from the circuit breaker, is this nonsense? Are people from all over the world coming to buy your discounted goods?
See original
Biance wallet IDO is back, catch up and enjoy some meat. It's best to borrow coins
to ensure you have profits.
to ensure you have profits.
See original
Although this wave of decline has occurred, it has not broken through the upward channel line.
The key level is: if it breaks below 84500, then short BTC on the rebound.
If it does not break, one can try to go long on the decline, with resistance continuing to look at 90000, 92000, 95000.
The senior sister believes that this wave of decline is unlikely to be too large, and it is likely to follow Plan A.
The key level is: if it breaks below 84500, then short BTC on the rebound.
If it does not break, one can try to go long on the decline, with resistance continuing to look at 90000, 92000, 95000.
The senior sister believes that this wave of decline is unlikely to be too large, and it is likely to follow Plan A.
See original
Binance Wallet is having an event again, and there are still half an hour left until it starts, lasting for 2 hours. It ends at 6 PM tonight, and the previous profits have always been over $150. For those who want to earn some money, go for it!
See original
The Rise of RWA: Reconstructing Opportunities for P2P
The Rise of RWA: Reconstructing Opportunities for P2P
Main Thought: As products of consumer finance, can RWA, driven by blockchain financial innovation, reconstruct the P2P model and promote the development of inclusive finance?
In the current first phase of RWA, we can see that large institutions are involved, using financial market products such as funds, bonds, and stocks, primarily targeting the institutional market. Is this feast unrelated to retail investors? I don't think so! Combining the spirit of blockchain and the core considerations driven by global productivity, if RWA merely puts some financial products on-chain for trading among institutions, it is of no value regarding the two points I mentioned above. It will hardly promote the optimization of financial structure, social structure, and social economy. Therefore, my view is that the second phase of RWA is entirely necessary to absorb the experience of P2P thinking, achieve inclusive finance, and target the retail market, small and medium-sized enterprises, and ordinary individual investors, as this will contribute to the essence of social economy and productivity.
Main Thought: As products of consumer finance, can RWA, driven by blockchain financial innovation, reconstruct the P2P model and promote the development of inclusive finance?
In the current first phase of RWA, we can see that large institutions are involved, using financial market products such as funds, bonds, and stocks, primarily targeting the institutional market. Is this feast unrelated to retail investors? I don't think so! Combining the spirit of blockchain and the core considerations driven by global productivity, if RWA merely puts some financial products on-chain for trading among institutions, it is of no value regarding the two points I mentioned above. It will hardly promote the optimization of financial structure, social structure, and social economy. Therefore, my view is that the second phase of RWA is entirely necessary to absorb the experience of P2P thinking, achieve inclusive finance, and target the retail market, small and medium-sized enterprises, and ordinary individual investors, as this will contribute to the essence of social economy and productivity.
See original
March 25 Morning Analysis:
#Strategy增持比特币 #美SEC推进SECCrypto2.0计划
This wave of market change seems fairly good, the Nasdaq performed well last night, and this morning closed up by more than 2 points. Let's discuss the upcoming events that will have the biggest impact:
Next Monday and Tuesday mark the last day of March and the beginning of April. Trump's tariff policy has been postponed to April, and the policy that has the greatest impact on the financial market is his tariff policy. Currently, there is a certain probability that Trump will choose to postpone or not implement it. If you want to avoid major risks, you can consider whether to close long positions this Thursday and Friday.
The next resistance level for BTC is around 92,000, and the next resistance level after that is around 95,000. This wave will likely peak around these levels, and currently, there isn't much indication of moving higher; further upward movement will require energy accumulation.
After changing hands, ETH has shown slightly stronger performance, with significant resistance between 2150-2250. Currently, two central points have appeared on the 1-hour chart.
#Strategy增持比特币 #美SEC推进SECCrypto2.0计划
This wave of market change seems fairly good, the Nasdaq performed well last night, and this morning closed up by more than 2 points. Let's discuss the upcoming events that will have the biggest impact:
Next Monday and Tuesday mark the last day of March and the beginning of April. Trump's tariff policy has been postponed to April, and the policy that has the greatest impact on the financial market is his tariff policy. Currently, there is a certain probability that Trump will choose to postpone or not implement it. If you want to avoid major risks, you can consider whether to close long positions this Thursday and Friday.
The next resistance level for BTC is around 92,000, and the next resistance level after that is around 95,000. This wave will likely peak around these levels, and currently, there isn't much indication of moving higher; further upward movement will require energy accumulation.
After changing hands, ETH has shown slightly stronger performance, with significant resistance between 2150-2250. Currently, two central points have appeared on the 1-hour chart.
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