三米x

Many of the KOLs sharing points in the square seem to me to be amateurs, pure scams, but I can't rule out that there are still one or two that are not so bad #最近的一笔交易 #交易故事 $BTC

Arizona's passage of the 'Strategic Bitcoin Reserve Act' marks a significant shift in the attitude of local governments in the United States towards cryptocurrency, which can be analyzed from multiple perspectives:

### **1. Demonstration Effect and State Legislative Wave**
- **Precedent Value**: As the first state to allow public funds to invest in Bitcoin, Arizona may trigger a domino effect. Currently, about 20 states in the U.S. are advancing similar bills, and if successfully implemented, other states (such as Texas and Ohio) may accelerate their legislative processes, potentially driving over $23 billion in Bitcoin demand.
- **Policy Differentiation**: Conservative states (like Utah) may follow suit, while states concerned about volatility (like Montana) may remain cautious, creating a regional divide between 'crypto-friendly' and 'traditional' areas.

### **2. Structural Impact on the Crypto Market**
- **Accelerated Institutionalization**: The entry of state pension funds will enhance the recognition of Bitcoin as a 'quasi-sovereign asset', promoting its transition from a speculative tool to a reserve asset.
- **Liquidity Boost**: Arizona alone could bring in $2 billion of potential buying interest (accounting for 10% of its pension fund); if multiple states follow, it could significantly improve the supply-demand structure of Bitcoin.

### **3. Risks and Controversies**
- **Volatility Challenges**: Short-term volatility of Bitcoin may threaten the safety of public funds, necessitating strict risk control (e.g., Arizona setting a 10% investment cap).
- **Regulatory Game**: There is currently no unified legislation at the federal level, and if state policies conflict with future federal regulations, it may lead to compliance risks.

**Conclusion**: Arizona's bill is a key step towards integrating cryptocurrency into mainstream finance; while it may not disrupt the traditional system in the short term, it provides a new paradigm for state-level asset diversification. Its success or failure will depend on the effectiveness of risk management and the subsequent coordination of state/federal policies, with an expectation that 5-10 more states will follow suit in the next 2-3 years, further promoting the 'institutionalization' of Bitcoin.

#亚利桑那比特币储备
$BTC

Abu Dhabi launches a central bank-regulated dirham stablecoin, marking a new phase for sovereign digital currencies. This government-backed stablecoin may have a threefold impact:
1. **Reshaping the Regional Financial Landscape**:
- Providing a compliant alternative outside the dollar system for cross-border trade in the Middle East
- May promote a new settlement model of "oil-dirham stablecoin"
2. **Paradigm Shift in Cryptocurrency Regulation**:
- The central bank's direct regulatory model may become a model for other countries to follow
- The participation threshold for traditional financial institutions will be significantly lowered
3. **Global Payment System Competition**:
- Forming an Asian digital currency triangle with Hong Kong's digital Hong Kong dollar and Singapore's Ubin
- However, it will be difficult in the short term to shake USDT/USDC's market dominance
Key factors to watch for implementation effects:
- Whether it can attract oil traders' adoption
- Interoperability with other central bank digital currencies
- Acceptance in the DeFi ecosystem

#阿布扎比稳定币

### 🪂 **Airdrop Practical Guide (Example using Taiko Testnet)**
#### **🔍 Project Introduction**
Taiko is an Ethereum-equivalent ZK-Rollup Layer 2 network, currently in the testnet phase, rewarding early participants through airdrops. Tokens are expected to be distributed after the mainnet launch.
#### **📝 Steps to Follow**
1️⃣ **Basic Preparation**
- Obtain testnet ETH: Acquire it through the official Taiko faucet
- Create a dedicated wallet (MetaMask is recommended)
- Join the Taiko Discord for the latest announcements
2️⃣ **Core Tasks**
✅ Cross-chain Interaction:
- Access the Taiko Testnet Bridge
- Cross-chain Goerli ETH to the Taiko Testnet
- Complete at least 3 bi-directional cross-chain transactions
✅ Contract Interaction:
- Use the Swap function on the Taiko Testnet
- Provide liquidity on the testnet (e.g., ETH/USDC)
- Participate in testnet governance voting
3️⃣ **Value-added Tasks**
⭐ Run a Taiko Node
⭐ Develop a testnet dApp
⭐ Submit bug reports
#### **⚡ Useful Tips**
- Best times to operate: Gas fees are lower between 2-5 AM UTC
- Batch operations: Use WalletConnect to complete multiple interactions at once
- Record tracking: Use Notion to log all transaction hashes
#### **⚠️ Precautions**
- Reserve 0.05 test ETH for gas for each cross-chain transaction
- Avoid consecutive rapid operations to prevent triggering anti-bot mechanisms
- Mainnet tokens are expected to be distributed within 6-12 months
#### **🎁 Expected Rewards**
- Basic tasks: Estimated 200-500 tokens
- Value-added tasks: Additional 300-1000 tokens
- Developer rewards: Up to 5000+ tokens
**📌 Key Tips**:
- Maintain at least 1 interaction per week
- Follow the official Twitter for snapshot timings
- Use the original contract address (verified through Discord)
(Current testnet phase requires about 5 hours of investment, with an expected return value of $500-$2000)
💡 Remember: Quality airdrop = Continuous participation + Genuine contribution!

#空投操作全指南

### 🚨 **Airdrop Safety Scam Prevention Guide**
#### **🔴 Common Scam Signals**
1. **Requesting Private Key/Seed Phrase**: Any “verification” that asks for your seed phrase or private key is a scam
2. **Paid Participation**: Legitimate airdrops never ask for a transfer upfront (e.g., “pay gas fees to receive”)
3. **Fake Official Website/Fake Customer Service**: Phishing website domains often have spelling mistakes (e.g., LayerZer0.com)
4. **High-value Temptations**: Exaggerated promotions like “claim $1000 tokens”
#### **🛡️ Scam Prevention Strategies**
✅ **Official Verification**:
- Only operate through links announced on the project's Twitter/Discord
- Check if the contract address is verified on Etherscan
✅ **Safe Practices**:
- Use **Independent Airdrop Wallet** (do not store main assets)
- Check contract permissions with **Revoke.cash** before authorizing
- Disable Discord direct messages (80% of scams start in private chats)
#### **💻 Safety Operation Checklist**
1. Prioritize participating in **Well-known Ecosystem** airdrops (such as Arbitrum, Starknet, etc.)
2. Test with small amounts before bulk operations
3. Refuse to sign “Unlimited Authorization” (set limits)
4. Use **Token Sniffer** to check if tokens are malicious before trading
#### **🚫 High-risk Scam Cases**
- **Fake Metamask Pop-up**: Induces clicks on malicious links
- **Fake Airdrop Inquiry Websites**: Entering your wallet leads to theft
- **Fake Token Airdrop**: Transferring funds grants authorization for asset transfer
**📌 Core Principles**:
- **Do not be greedy**: Avoid airdrops that seem too good to be true
- **Do not trust easily**: Manually verify all links against the official website
- **Do not be lazy**: Audit every contract interaction
**Remember**: Losing an airdrop once = 0 cost, leaking private keys = assets reduced to zero! Safety always comes first!

#空投安全指南

### 🪂 **Airdrop Practical Full Process Guide (Using LayerZero as an Example)**
#### **🔍 Stage 1: Discover Airdrop**
1. **Information Sources**:
- Monitor LayerZero's official Twitter (@LayerZero_Labs) announcements
- Join the Discord community to verify messages
- Tool Assistance: Airdrop.io to filter high TVL protocols
#### **📝 Stage 2: Task Checklist**
✅ **Basic Tasks** (Must Do):
- Cross-chain Interaction: Transfer 3 times between ETH/BNB chains using Stargate
- Contract Interaction: Use SushiSwap's LayerZero bridging function
- Testnet Operations: Call LayerZero endpoints on zkSync
✅ **Value-Added Tasks** (Increase Weight):
- Provide Cross-chain LP (e.g., USDC/ETH pool)
- Participate in ecosystem governance voting
#### **⚡ Efficiency Tips**
- **Batch Operations**: Use Metamask for batch signing to save Gas
- **Cost Control**: Choose L2 networks like Arbitrum for low-fee interactions
- **Recording Tools**: Dune dashboard to track all interaction records
#### **🔐 Stage 3: Secure Wrap-Up**
1. Operate using a separate wallet (not the main asset wallet)
2. Never sign "increaseAllowance" and other high-risk authorizations
3. Verify contract authenticity through blockchain explorer
#### **💡 Advanced Strategies**
- **Sniping New Protocols**: Pay attention to new projects on Coinlist, interaction success rate increases by 50% in the first 30 days
- **Witch Defense**: Operate with different IPs/devices between different projects
**📌 Case Results**:
In the LayerZero airdrop, addresses that followed this process averaged over 3000 tokens (worth about $15,000)
**Core Principle**: Real interaction > quantity, prioritize deep participation in top projects!

#空投操作全指南

Airdrop Discovery Guide: How to Efficiently Screen High-Quality Projects?
🔍 Discovery Channels
Official Ecological Channels:
Follow the official blogs/forums of mainstream public chains (such as Ethereum, Solana, Cosmos), as airdrops often reward early ecological participants.
Examples: Airdrops from Arbitrum and Celestia are distributed through ecological contributions.
Social Media Monitoring:
Twitter (#Airdrop, #DeFi), Discord (project announcement channels).
Tools: Airdrop Alert (aggregation platform), DeFiLlama (tracking new protocols).
On-Chain Data:
Use Etherscan or Dune Analytics to analyze active contracts and identify potential airdrops (such as new protocols with a surge in interactions).
✅ Evaluation Criteria
Team Background: Check the core members' resumes on LinkedIn/official website; be cautious with anonymous teams.
Token Utility: Is there a real use case (governance, staking, etc.), avoid purely speculative projects.
Community Activity: Number of members on Discord/TG, frequency of developer submissions (GitHub).
Interaction Threshold: High-quality airdrops usually require real product use (such as lending, LP provision), rather than just filling out forms.
💎 Recent Case: Starknet (STRK)
Why High-Quality:
Leading Ethereum Layer 2 project, team comes from StarkWare (strong technical backing).
Airdrop covers early users/developers, with tokens used for governance and paying gas fees.
Screening Logic:
2023 interaction testnet + mainnet contracts, meeting the “ecological contribution” standard.
🚨 Pitfall Guide
Beware of airdrops that require “paid participation” or ask for private keys.
Prioritize low market cap projects (FDV<100 million) to avoid being dumped by whales.
Summary: High-Quality Airdrop = Ecological Endorsement + Real Demand + Low Speculative Attributes. Stay active on-chain and focus on interactions with top projects!

#空投发现指南

Trump's tax cut proposal, if implemented, will profoundly impact the cryptocurrency market and economic landscape:

Short-term bullish on cryptocurrencies:
Elimination of income tax may stimulate capital inflows into anti-inflation assets, with Bitcoin potentially being the biggest beneficiary.
Expectations of dollar depreciation will drive demand for hard assets like BTC, recreating the macro environment of 2020.

Structural economic risks:
Tariffs replacing income tax could trigger Trade War 2.0, exacerbating supply chain inflation.
Monetization of fiscal deficits may force the Federal Reserve to maintain high interest rates, creating a "stagflation" dilemma.

Cryptocurrency market differentiation:
Bitcoin's status as "digital gold" is strengthened.
Usage of stablecoins may surge, becoming a new medium for cross-border trade.
High beta altcoins may be impacted by liquidity tightening.

Recommendation: Bullish on BTC in the medium term, but remain cautious of volatility brought about by policy fluctuations. This proposal essentially shifts the tax burden from labor to capital, potentially accelerating the restructuring of the dollar system, with cryptocurrencies becoming an important hedging tool.

#特朗普税改

XRP has recently become bullish in the short term due to institutional channels from the Brazil ETF and CME futures. Its advantages in cross-border payments (3-second settlement, low fees) remain competitive in interbank settlements, and an increase in Ripple's partner banks will boost demand. However, it is difficult to challenge BTC/ETH in the long term: 1) excessive centralization (Ripple controls over 50%); 2) lack of smart contracts leading to a weak ecosystem; 3) SEC regulatory risks have not been fully resolved. XRP is suitable as a payment sector allocation, but its market value (30 billion) and consensus are far from BTC (store of value) and ETH (smart contracts), making the probability of challenging the leading position low. The key lies in whether it can upgrade to support smart contracts and improve decentralization.

#XRPETF

#比特币市值排名

Three Major Impacts of Bitcoin's Market Value Exceeding Google
Institutional Acceleration
After becoming one of the top five global assets, more pension funds and sovereign wealth funds will view Bitcoin as 'digital gold' for allocation, driving continuous inflow of ETF funds.
Increased Regulatory Pressure
The growth in market value will inevitably attract stricter regulations (such as taxation and compliance checks), but it will also force the industry to standardize, which is beneficial for mainstream acceptance in the long run.
Decreased Volatility, But Risks Persist
Under institutional dominance, Bitcoin's volatility may decrease, but it remains influenced by macro policies (such as Federal Reserve interest rate cuts) and black swan events (such as exchange failures).
Key Future Points:
Can it break through the 'halving cycle' to hit $2 trillion?
Will any country incorporate Bitcoin into its reserves (like Argentina)?
In a nutshell: Bitcoin is 'mainstreaming,' but both risks and opportunities will become more intense.

#TRUMP晚宴

This message triggered the price surge of the $TRUMP token, which is a typical example of an 'event-driven market reaction', reflecting the cryptocurrency market's high sensitivity to celebrity effects and short-term positive news. I believe:
1. Short-term speculation logic
Scarcity narrative: The 'exclusive dinner' limited to the first 220 token holders created scarcity, stimulating FOMO (fear of missing out) sentiment. Similar cases like Trump NFTs and Musk-related tokens (such as DOGE) have also experienced short-term spikes due to similar hype.
Monetizing political IP: The Trump team is well-versed in using personal IP for commercial conversion, from NFTs to Memecoins, this time binding token holding with offline privileges, further blurring the lines between political support and financial speculation.
2. Medium to long-term risks
Practicality in doubt: If the token lacks actual ecological support (such as payment scenarios, governance functions), it may quickly drop to zero after the hype fades. Refer to the historical 99% drop in trading volume of Trump NFTs in 2022.
Regulatory risk: The U.S. SEC has already launched an investigation into celebrity promotion of cryptocurrencies (like the Kim Kardashian case), and this promotional activity clearly tied to personal reputation may raise compliance issues.
Liquidity trap: A price surge is often accompanied by large holders selling off; on-chain data can reveal whether there is a decrease in holdings by whale addresses.
3. Market insights
Memecoin survival rules: The lifecycle of these tokens highly depends on continuously generating topics, and one should be wary of the 'buy the rumor, sell the news' tactic.
Political tokenization trend: The 2024 election year may see more experiments combining political activities with the crypto economy, but volatility will be significantly higher than traditional campaign fundraising.

Recommendation: Existing holders may consider taking profits in batches, while non-participants need to assess their own risk tolerance. The volatility of politically themed tokens far exceeds that of mainstream cryptocurrencies, making them more suitable for high-risk investors. Continue to monitor whether the Trump team will normalize such activities (e.g., voting rights for token holders), as this will be a key signal in assessing the long-term viability of the project.

#Shitcoin Charge: The Frenzy and Traps of Low Market Cap Crypto Assets
Shitcoin (Meme Coin/Low Market Cap Altcoin) **'s sudden surge is one of the most extreme phenomena in the cryptocurrency market. These assets are typically characterized by community-driven initiatives, lack of substantial use cases, and high volatility, yet they can often create 'hundred-fold myths' during periods of exuberant market sentiment. Here are the key observations:
1. Triggering Factors
Narrative Hype: Riding the trend (such as AI, GameFi, celebrity endorsements)
Liquidity Drain: Capital seeking 'high odds' targets in the late bull market
Exchange Listing Expectations: IEO or listing announcements from platforms like Binance/Kucoin
Community Viral Spread: Telegram/Discord groups spreading virally
2. Typical Lifecycle
Incubation Period: Project teams/whales building positions at low prices
Ignition Period: KOLs calling for action + sudden exchange listings
FOMO Period: Retail investors chasing prices, market cap surging temporarily
Collapse Period: Profit-taking sell-offs, liquidity exhaustion
3. High-Risk Signals
🔴 Unaudited contracts or anonymous teams
🔴 Shallow liquidity pools (buy/sell slippage > 5%)
🔴 Sudden emergence of numerous bot accounts on social media
🔴 Market cap increasing over 300% within one day
Case References:
The 2021 narrative of SHIB as the 'Dogecoin Killer'
The 2023 meme culture hype of PepeCoin
The 2024 trend of BOME as the 'Shitcoin of the Solana ecosystem'
4. Survival Strategies
✅ Only participate with funds you can afford to lose
✅ Set hard stop losses (e.g., exit if principal loss reaches 50%)
✅ Monitor on-chain data (e.g., unusual movements in whale wallets)
✅ Avoid 'Pixiu Trading' (projects that can only be bought and not sold)
Final Reminder: Shitcoins are essentially zero-sum games, with over 90% of projects historically going to zero within six months. Participation requires a clear understanding: every penny you earn is a loss for another buyer.

#土狗冲锋

Bitcoin Rebound Analysis

1. Factors Driving the Rebound
Macro Easing: The Federal Reserve is slowing down interest rate hikes, U.S. Treasury yields are retreating, and pressure on risk assets has temporarily lessened.
On-Chain Support: Long-term holders account for 68% (a historical high), and net outflows of BTC from exchanges have alleviated selling pressure.
Industry Catalyst: Approval of a spot ETF could attract tens of billions in funding, and a technical breakout above the 200-day moving average (26,800 USD).

2. Risks and Challenges
Macro Uncertainty: Recurring inflation or geopolitical conflicts may reverse easing expectations.
Regulatory Risks: Outcomes of SEC lawsuits and the EU's MiCA regulations could impact market sentiment.
On-Chain Alerts: MVRV ratio below 1, a rebound above 30,000 USD may trigger profit-taking sell-offs.

3. Future Scenarios
Reversal (40%): ETF approval + Federal Reserve rate cuts, targeting 35,000 to 42,000 USD.
Consolidation (50%): Trading within the range of 25,000 to 32,000 USD, waiting for new catalysts.
Bottoming Out (10%): A black swan event may trigger a drop below 24,000 USD.

4. Strategic Recommendations
Positioning: BTC allocation ≤ 10%, avoid excessive exposure.
Focus: December Federal Reserve meeting, January ETF approval results.
Hedging: Set stop-loss orders (e.g., 10% drawdown), use options to hedge downside risk.

Conclusion: High probability of short-term consolidation; if the ETF is approved and the halving cycle begins, it may initiate a new upward trend. Maintain flexible positioning and closely monitor macro and regulatory signals.
#比特币反弹

Prediction of dark horses in the crypto circle in 2025: core tracks and potential projects
1. Layer2: zkSync
Technical breakthrough: ZK-Rollup technology achieves 2000+ TPS, and the gas fee is only 1/50 of Ethereum. After ZK-EVM matures in 2024, it may become the first choice for developers to migrate.
Ecological opportunities: If Uniswap V4 deployment is attracted, and the native derivatives protocol innovation is superimposed, TVL may exceed 10 billion US dollars.
Challenges: It is necessary to deal with the first-mover advantage of the Arbitrum ecosystem, relying on airdrop expectations and account abstraction to improve retention.
2. Modular blockchain: EigenLayer
Model innovation: ETH stakers "rent" security to external chains, activating a $30 billion re-staking market.
Growth engine: EigenDA data layer costs are 1/3 lower than Celestia, attracting Rollup chains to settle in.
Upper limit: If the Ethereum pledge rate reaches 35%, the valuation may catch up with Lido (US$7 billion).
3. DePIN: Akash
Demand matching: fill the global AI computing power gap by 30%, reduce training costs by 40%, and have been tested by Stability AI.
Synergy effect: build a computing power pool with Render Network to push AKT pledge APY to 18%.
Key node: complete TensorFlow/PyTorch adaptation in 2024, and break through the CUDA ecological blockade.
4. RWA: Mantle  4. RWA: Mantle
Product logic: US debt tokenization (annualized 4.8%) + L2 leveraged mining to form an arbitrage combination.
Policy window: Hong Kong license may introduce US$5 billion in funds, pushing TVL to double to US$3 billion.
Risk: US SEC regulatory attitude and policy changes after the presidential election.
5. New public chain: Monad
Performance innovation: parallel architecture achieves 10,000+ TPS, compatible with Solidity to reduce the migration threshold.
Ecological breakthrough: high-frequency trading protocols (such as order book DEX) may be migrated first.
Stability test: 99.9% availability needs to be verified on the test network in 2024.
Commonality of dark horses
Solving core pain points: Fee reduction (zkSync), efficiency improvement (EigenLayer), gap filling (Akash)
Economic model binding: Token value is strongly linked to ecological benefits (such as GPU leasing profit sharing)
Valuation space: FDV is less than US$2 billion, which is 3-4 times the space of similar projects in the previous cycle
Risk warning
Technical risk: ZK development delay may weaken zkSync competitiveness
Policy risk: Fed rate cut reduces the attractiveness of RWA US bond yields
Demand risk: The slowdown in AI computing power growth impacts DePIN valuation

#加密圈新年预测2025谁将是黑马

#分享蛇年理财新秘籍

In the Year of the Snake 2024, it is essential to respond flexibly to market fluctuations. Binance, as the world's largest exchange, offers a variety of tools. The core strategies are as follows:
1. Trends and Opportunities
Macro Favorable: Expectations for Federal Reserve interest rate cuts are rising, and core assets like BTC and ETH may see a rebound; consider dollar-cost averaging on dips.
AI + Web3 Explosion: Pay attention to AI projects on Binance Launchpool (like ARKM), zero-cost mining through BNB staking.
Meme/Inscription Speculation: Small positions in popular Binance assets like ORDI and SATS, quick entries and exits.
2. Practical Strategies
1. Conservative Strategy: Hold for Interest
Binance Earn: Flexible BTC/ETH annualized 1-3%, fixed-term USDT up to 5-10%.
Dual Currency Investment: Linked to BTC fluctuations, annualized 8-15% in bull markets, must accept principal conversion risks.
2. Aggressive Strategy: Hotspot Mining
Launchpool: Stake BNB to mine new coins (like ETHERFI with 30% annualized), sell upon launch.
Low-Leverage Contracts: 3-5x leverage for trend-following, USDT-based to avoid price interference, strict take-profit and stop-loss.
3. Defensive Strategy: Risk Hedging
Stablecoin Investment: USDT/FDUSD flexible 5-10%, preferred for inflation protection.
Cross-Chain Allocation: Hold SOL and AVAX to diversify risks, stake Polygon for 6-8% returns + airdrops.
3. Risk Control Rules
Avoid chasing highs and selling lows: Check Binance's position distribution, be wary of large holders controlling Meme coins.
Limit Leverage: Single position ≤ 5x, total margin ≤ 30%, preset stop-loss.
Prevent Policy Risks: Pay attention to Binance announcements, diversify assets to self-custody wallets like Trust Wallet.
4. Core Allocation
BTC/ETH (50% allocation): Dollar-cost averaging + earning interest, long-term ballast.
BNB (20%): Enjoy Launchpool returns and fee discounts.
AI/New Public Chains (30%): FET, SEI, etc., paired with grid trading to capture volatility dividends.
Conclusion
In the Year of the Snake, financial management requires a balance of offense and defense: 70% conservative + 20% offensive + 10% defensive. Utilize Binance tools effectively, keep a close eye on interest rate cuts and sector rotation, and avoid greed and all-in bets.