刘红菊

#迷因币情绪 meme coin sentiment refers to the various investor sentiments and related social sentiments surrounding meme coins, mainly including the following aspects:

- Speculative get-rich-quick sentiment: Many investors, especially the younger demographic, view meme coins as an alternative path to achieving the "American Dream." Faced with high housing prices, heavy student debt, and slow wage growth, they are disappointed with traditional wealth-building methods and hope to get rich overnight by investing in meme coins. For example, a survey conducted by a local Korean organization shows that after the cryptocurrency market rebounds in 2024, more than half of new investors entering the Korean cryptocurrency market will invest in meme coins.
- Rebellion and irony sentiment: Meme coins often carry a sense of rebellion against traditional finance.

$BTC "U.S. Crypto Week" refers to the U.S. House of Representatives designating the week of July 14, 2025, as "Cryptocurrency Week," focusing on the review of three key cryptocurrency bills. Below is the relevant introduction:

- "GENIUS Act": known as the "U.S. Stablecoin Innovation and Protection Act," promotes the adoption of stablecoins in the traditional financial system, benefiting issuers like Tether, and will establish compliance rules and legal status for stablecoin companies, potentially changing the capital flow model between traditional banks and fintech companies.
- "CLARITY Act": known as the "Digital Asset Market Transparency Act," aims to clarify the classification standards of token securities and commodities, define the responsibilities of regulatory agencies, resolve regulatory conflicts, and establish various licensing requirements, bringing digital asset intermediaries under regulation. Once passed, it can provide legal certainty for developers and trading platforms, reduce SEC litigation risks, and create a more predictable compliance environment.
- "Anti-CBDC Surveillance Act": known as the "Anti-CBDC Surveillance State Act," prohibits the Federal Reserve from issuing a digital dollar, reflecting the Republican Party's ideological resistance to centralized financial systems, and aims to

#交易策略误区 "American Crypto Week" refers to the week of July 14, 2025, designated by the U.S. House of Representatives as "Cryptocurrency Week," focusing on the review of three key cryptocurrency bills. Below is a related introduction:

- "GENIUS Act": The "U.S. Stablecoin National Innovation Act," promotes the adoption of stablecoins in the traditional financial system, benefiting issuers like Tether, and will establish compliance rules and legal status for stablecoin companies, potentially changing the capital flow model between traditional banks and fintech companies.
- "CLARITY Act": The "Digital Asset Market Transparency Act," aims to clarify the classification standards for token securities and commodity attributes, specify the responsibilities of regulatory agencies, resolve regulatory conflicts, and will establish various licensing requirements, bringing digital asset intermediaries under regulation. Once passed, it could provide legal certainty for developers and trading platforms, reduce SEC litigation risks, and create a more predictable compliance environment.
- "Anti-CBDC Surveillance Act": The "Anti-CBDC Surveillance State Act," prohibits the Federal Reserve from issuing a digital dollar, reflecting the Republican Party's ideological resistance to centralized financial systems, aimed at

#我的策略演变 "Crypto Week in America" refers to the U.S. House of Representatives designating the week of July 14, 2025, as "Cryptocurrency Week," focusing on the review of three key cryptocurrency bills. The following is a related introduction:

- "GENIUS Act": the "U.S. Stablecoin National Innovation Act," promotes the adoption of stablecoins within the traditional financial system, benefiting issuers like Tether, and will establish compliance rules and legal status for stablecoin companies, potentially changing the capital flow model between traditional banks and fintech companies.
- "CLARITY Act": the "Digital Asset Market Transparency Act," aims to clarify the classification standards for token securities versus commodity attributes, define regulatory responsibilities, resolve regulatory conflicts, and establish various licensing requirements, bringing digital asset intermediaries under regulation. Once passed, it will provide legal certainty for developers and trading platforms, reduce SEC litigation risks, and create a more predictable compliance environment.
- "Anti-CBDC Surveillance Act": the "Anti-CBDC Surveillance State Act," prohibits the Federal Reserve from issuing a digital dollar, reflecting the Republican Party's ideological resistance to centralized financial systems, and aims to

$BNB “U.S. Crypto Week” refers to the U.S. House of Representatives designating the week of July 14, 2025, as “Cryptocurrency Week,” focusing on the review of three key cryptocurrency bills. Here are the relevant introductions:

- “GENIUS Act”: The “U.S. Stablecoin National Innovation Act,” which promotes the adoption of stablecoins in the traditional financial system, benefiting issuers like Tether, and will establish compliance rules and legal status for stablecoin companies, potentially changing the capital flow model between traditional banks and fintech companies.
- “CLARITY Act”: The “Digital Asset Market Transparency Act,” which aims to clarify the classification standards for the securities and commodity attributes of tokens, define the responsibilities of regulatory agencies, resolve regulatory conflicts, and establish various licensing requirements, also bringing digital asset intermediaries under regulation. Once passed, it could provide legal certainty for developers and trading platforms, reduce SEC litigation risks, and create a more predictable compliance environment.
- “Anti-CBDC Surveillance Act”: The “Anti-CBDC Surveillance State Act,” which prohibits the Federal Reserve from issuing a digital dollar, reflecting the Republican Party's ideological resistance to centralized financial systems, with the aim to

#美国加密周 "US Crypto Week" refers to the U.S. House of Representatives designating the week of July 14, 2025, as "Cryptocurrency Week," focusing on deliberating three key cryptocurrency bills. Below is relevant information:

- "GENIUS Act": officially known as the "U.S. Stablecoin National Innovation Act," promotes the adoption of stablecoins in the traditional financial system, benefiting issuers like Tether, and will establish compliance rules and legal status for stablecoin companies, potentially changing the capital flow model between traditional banks and fintech companies.
- "CLARITY Act": officially known as the "Digital Asset Market Transparency Act," aims to clarify the classification standards for token securities and commodity attributes, define the responsibilities of regulatory agencies, resolve regulatory conflicts, and establish various licensing requirements, bringing digital asset intermediaries under regulation. Once passed, it could provide legal certainty for developers and trading platforms, reduce SEC litigation risks, and create a more predictable compliance environment.
- "Anti-CBDC Surveillance Act": officially known as the "Anti-CBDC Surveillance State Act," prohibits the Federal Reserve from issuing a digital dollar, reflecting the Republican Party's ideological resistance to a centralized financial system, aimed at

$BTC Bitcoin has indeed set multiple historical highs recently.

Beijing time on July 10, the price of Bitcoin first broke through the 112,000 USD mark, with an intraday increase of up to 3%. On July 11, Bitcoin continued to climb to a new historical high. As of July 11, 7:42 AM Beijing time, the price of Bitcoin rose over 3% to 115,671.71 USD, earlier at one point breaking through 117,000 USD, with an intraday increase of over 5%.

The main reasons for Bitcoin's new high are as follows:

- Short covering drive: On July 10, 280 million USD worth of Bitcoin shorts were covered at key resistance levels, triggering passive buying, pushing prices beyond previous highs. On the afternoon of July 10, U.S. time, the amount of Bitcoin shorts covered on centralized exchanges in 24 hours reached about 318 million USD.
- Institutional capital inflow: Data from cryptocurrency trading firm GSR shows that institutional investors have been continuously buying Bitcoin through various financial instruments, which provides strong support for Bitcoin price increases compared to the historically speculative buying pattern.
- Enhanced market risk appetite: Nvidia's market value surpassed 4 trillion USD, driving the Nasdaq to a new high, increasing market risk appetite and leading funds to flow into crypto assets, with Bitcoin rising as a risk asset accordingly.
- Improved regulatory environment expectations: The U.S. Congress has made progress on stablecoin legislation, bringing optimistic sentiment for a more regulated environment, attracting investors to buy Bitcoin.
- Macroeconomic factors: This year, the value of safe-haven assets such as the U.S. dollar has weakened amid increasing global macro uncertainty and intensified geopolitical conflicts. Combined with a scarcity of assets in the global traditional financial markets, a large amount of capital is seeking alternative investment targets, and Bitcoin meets the market's diversified allocation needs.

However, Bitcoin's price is highly volatile, and its trading is not officially recognized in many countries and regions, posing significant investment risks.

#套利交易策略 比特币近期确实多次创下历史新高。

北京时间7月10日凌晨，比特币价格首次突破11.2万美元大关，盘中涨幅最高达3%。而在7月11日，比特币继续攀升至新的历史高点。截至北京时间7月11日7:42，比特币价格上涨超3%，达115671.71美元，早些时候一度突破117000美元，日内涨超5%。

比特币再创新高主要有以下原因：

- 空头平仓推动：7月10日有2.8亿美元比特币空头在关键阻力位平仓，触发被动买入，拉升价格突破前高。美国时间7月10日下午，24小时内中心化交易所的比特币空头平仓金额约达3.18亿美元。
- 机构资金流入：加密货币交易公司GSR的数据显示，机构投资者通过各类金融工具持续买入比特币，这种需求模式相比历史上的投机性买盘更加稳定，为比特币价格上涨提供了有力支撑。
- 市场风险偏好增强：英伟达市值突破4万亿美元带动纳指创新高，市场风险偏好提升，资金流向加密资产，比特币作为风险资产也随之上涨。
- 监管环境预期改善：美国国会在稳定币立法上取得进展，带来监管环境将更加规范的乐观情绪，吸引投资者买入比特币。
- 宏观经济因素影响：今年美元等避险资产在全球宏观不确定性增加、地缘政治冲突激化的情况下价值松动，叠加全球传统金融市场资产荒，大量资金寻求替代性的投资标的，比特币满足了市场的多元配置需求。

不过，比特币价格波动较大，且其交易在许多国家和地区未得到官方认可，存在较大的投资风险。

#趋势交易策略 比特币近期确实多次创下历史新高。

北京时间7月10日凌晨，比特币价格首次突破11.2万美元大关，盘中涨幅最高达3%。而在7月11日，比特币继续攀升至新的历史高点。截至北京时间7月11日7:42，比特币价格上涨超3%，达115671.71美元，早些时候一度突破117000美元，日内涨超5%。

比特币再创新高主要有以下原因：

- 空头平仓推动：7月10日有2.8亿美元比特币空头在关键

#突破交易策略 比特币近期确实多次创下历史新高。

北京时间7月10日凌晨，比特币价格首次突破11.2万美元大关，盘中涨幅最高达3%。而在7月11日，比特币继续攀升至新的历史高点。截至北京时间7月11日7:42，比特币价格上涨超3%，达115671.71美元，早些时候一度突破117000美元，日内涨超5%。

比特币再创新高主要有以下原因：

- 空头平仓推动：7月10日有2.8亿美元比特币空头在关键

#日内交易策略 比特币近期确实多次创下历史新高。

北京时间7月10日凌晨，比特币价格首次突破11.2万美元大关，盘中涨幅最高达3%。而在7月11日，比特币继续攀升至新的历史高点。截至北京时间7月11日7:42，比特币价格上涨超3%，达115671.71美元，早些时候一度突破117000美元，日内涨超5%。

比特币再创新高主要有以下原因：

- 空头平仓推动：7月10日有2.8亿美元比特币空头在关键

#长期持有策略 比特币近期确实多次创下历史新高。

北京时间7月10日凌晨，比特币价格首次突破11.2万美元大关，盘中涨幅最高达3%。而在7月11日，比特币继续攀升至新的历史高点。截至北京时间7月11日7:42，比特币价格上涨超3%，达115671.71美元，早些时候一度突破117000美元，日内涨超5%。

比特币再创新高主要有以下原因：

- 空头平仓推动：7月10日有2.8亿美元比特币空头在关键

#现货与合约策略 比特币近期确实多次创下历史新高。

北京时间7月10日凌晨，比特币价格首次突破11.2万美元大关，盘中涨幅最高达3%。而在7月11日，比特币继续攀升至新的历史高点。截至北京时间7月11日7:42，比特币价格上涨超3%，达115671.71美元，早些时候一度突破117000美元，日内涨超5%。

比特币再创新高主要有以下原因：

- 空头平仓推动：7月10日有2.8亿美元比特币空头在关键

#BTC再创新高 Bitcoin has indeed set multiple historical highs recently.

On July 10th, Beijing time, the price of Bitcoin broke the $112,000 mark for the first time, with an intraday increase of up to 3%. On July 11th, Bitcoin continued to rise to a new historical high. As of 7:42 AM Beijing time on July 11th, the price of Bitcoin had increased by over 3%, reaching $115,671.71, having earlier briefly surpassed $117,000, with an intraday increase of over 5%.

The new high for Bitcoin can be attributed to the following reasons:

- Short covering push: On July 10th, there was $280 million worth of Bitcoin shorts being closed at a critical point.

See my position distribution, feel free to follow!

The Cardano stablecoin proposal $BTC was put forward by Cardano founder Charles Hoskinson. The main points are as follows:

- Fund Conversion: Convert $100 million worth of native token ADA in the Cardano treasury into the ecosystem's fiat stablecoin USDM to enhance the stablecoin liquidity of the network.
- Partnership Plan: Collaborate with major hedge fund Brevan Howard to enhance key activities within the ecosystem, including Total Value Locked (TVL) and market-making.
- Returns and Reinvestment: The plan is expected to achieve an annualized return of 5%-10%, with the generated income used to purchase ADA from the open market and return it to the treasury to expand its size and provide ongoing support for the ecosystem.
- Attracting Investment: The stablecoin liquidity strategy can also attract top venture capitalists such as a16z and Pantera Capital to join the Cardano ecosystem, with transaction sizes ranging from $25 million to $45 million.

Additionally, Cardano plans to launch a privacy stablecoin. This stablecoin is based on its unique blockchain architecture and consensus mechanism, adopting the Ouroboros consensus protocol, introducing zero-knowledge proof technology, and relying on the privacy sidechain Midnight to provide a cash-like anonymous payment experience, balancing privacy and compliance.

The Cardano stablecoin proposal #波段交易策略 was introduced by Cardano founder Charles Hoskinson. The main contents are as follows:

- Fund Conversion: Convert $100 million worth of the native token ADA in the Cardano treasury into the ecosystem's fiat stablecoin USDM to enhance the liquidity of stablecoins in the network.
- Collaboration Plan: Partnering with major hedge fund Brevan Howard to enhance key activities within the ecosystem, including Total Value Locked (TVL) and market making.
- Yield and Reinvestment: The program is expected to achieve an annualized yield of 5%-10%, with the generated income used to purchase ADA from the public market and return it to the treasury, expanding the treasury size and providing ongoing support to the ecosystem.
- Attracting Investment: The stablecoin liquidity strategy could also attract top venture capitalists such as a16z and Pantera Capital to join the Cardano ecosystem, with transaction sizes ranging from $25 million to $45 million.

In addition, Cardano also plans to launch a privacy stablecoin. This stablecoin is based on its unique blockchain architecture and consensus mechanism, utilizing the Ouroboros consensus protocol, incorporating zero-knowledge proof technology, and relying on the privacy sidechain Midnight to provide a cash-like anonymous payment experience, balancing privacy and compliance.

The Cardano Stablecoin Proposal #X超级应用转型 was proposed by Cardano founder Charles Hoskinson. The main points are as follows:

- Fund Conversion: Convert $100 million worth of native token ADA in the Cardano treasury into the ecosystem's fiat stablecoin USDM to enhance the liquidity of stablecoins in the network.
- Cooperation Plan: Collaborate with major hedge fund Brevan Howard to enhance key activities within the ecosystem, including Total Value Locked (TVL) and market making.
- Earnings and Reinvestment: The plan is expected to achieve an annualized return of 5%-10%, with the generated income used to purchase ADA from the open market and return it to the treasury to expand the treasury size and provide ongoing support to the ecosystem.
- Attracting Investment: The stablecoin liquidity strategy can also attract top venture capitalists like a16z and Pantera Capital to join the Cardano ecosystem, with trading volumes ranging from $25 million to $45 million.

In addition, Cardano plans to launch a privacy stablecoin. This stablecoin is based on its unique blockchain architecture and consensus mechanism, utilizing the Ouroboros consensus protocol, introducing zero-knowledge proof technology, and relying on the privacy sidechain Midnight to provide a cash-like anonymous payment experience, balancing privacy and compliance.

$USDC Federal Reserve FOMC meeting, the Federal Open Market Committee meeting, is a key meeting that determines U.S. monetary policy. Here is an introduction to it:

Meeting Composition

The FOMC consists of 12 voting members, including 7 Board members, the President of the New York Fed, and 4 other regional Fed Presidents. The 7 Board members are nominated by the U.S. President and confirmed by the U.S. Senate; the New York Fed President has permanent voting rights; the 4 other regional Fed Presidents are elected from the 11 regional Fed Presidents, excluding the New York Fed President, on a rotating basis for a term of 1 year.

Meeting Schedule

The committee holds eight scheduled meetings each year in January, March, May, June, July, September, October, and December, generally lasting one to two days. Among these, the minutes of the meetings in March, June, September, and December will include a dot plot predicting the federal funds target rate, economic growth rate, inflation rate, and unemployment rate from the 19 participants.

Meeting Content

The main topics discussed include the state of the economy, financial market risks, monetary policy decisions, and economists from the Fed presenting research findings. The meeting particularly focuses on economic growth and inflation, with the monetary policy goal being to seek a balance between economic growth and inflation, based on which the interest rate target range is set.

Recent Meeting Situations

- March 2025 Meeting: On March 19, 2025, U.S. time, the Federal Reserve announced the FOMC meeting statement and economic forecasts. The policy rate was maintained in the range of 4.25%-4.50%, with plans to further slow the balance sheet reduction starting in April, decreasing the pace of Treasury bond reduction from $25 billion per month to $5 billion. The median economic growth forecast for 2025 was significantly revised down from 2.1% to 1.7%, the unemployment rate was revised up from 4.3% to 4.4%, and the median forecasts for PCE and core PCE inflation rates were revised up by 0.2 and 0.3 percentage points to 2.7% and 2.8%, respectively.
- June 2025 Meeting: Scheduled to be held from June 17 to 18, U.S. time. A report from CICC pointed out that this FOMC might slightly raise its inflation forecast, but due to the resilience of non-farm employment and easing tariffs, the Fed's judgment on growth may be more optimistic than in March, and Powell's stance at this meeting may lean hawkish.

The Federal Reserve FOMC meeting, or the Federal Open Market Committee meeting, is a key meeting that determines U.S. monetary policy. Below is an introduction to it:

Meeting Composition

The FOMC is composed of 12 voting members, including 7 Board members, the President of the New York Fed, and 4 other regional Fed Presidents. The 7 Board members are nominated by the U.S. President and confirmed by the U.S. Senate; the President of the New York Fed has permanent voting rights; the 4 other regional Fed Presidents are selected on a rotating basis from the 11 regional Fed Presidents excluding the New York Fed President, with a term of 1 year.

Meeting Schedule

The FOMC holds eight regular meetings each year in January, March, May, June, July, September, October, and December, generally lasting one to two days. Among them, the minutes of the meetings in March, June, September, and December will publish a dot plot that shows the 19 participants' forecasts for the federal funds target rate, economic growth, inflation rate, and unemployment rate.

Meeting Content

The main topics of discussion include the state of economic operations, financial market risks, and monetary policy decisions, as well as presentations from Fed economists showcasing their research findings. The meeting places particular emphasis on economic growth and inflation, with the monetary policy objective being to seek a balance between economic growth and inflation, and setting the interest rate target range based on this principle.

Recent Meeting Situation

- March 2025 Meeting: On March 19, 2025, U.S. time, the Federal Reserve announced the FOMC meeting statement and economic forecasts. The meeting maintained the policy interest rate in the range of 4.25%-4.50%, planning to further slow down the balance sheet reduction starting in April, decreasing the pace of Treasury securities reduction from $25 billion per month to $5 billion. The median forecast for economic growth in 2025 was significantly revised down from 2.1% to 1.7%, the unemployment rate was revised up from 4.3% to 4.4%, and the median forecasts for PCE and core PCE inflation rates were revised up by 0.2 and 0.3 percentage points to 2.7% and 2.8%, respectively.
- June 2025 Meeting: Scheduled to be held from June 17 to 18, U.S. time. A report from CICC pointed out that this FOMC may slightly raise its inflation forecast, but due to the resilience of non-farm employment and easing tariffs, the Fed's assessment of growth may be more optimistic than in March, and Powell's stance at this meeting may lean towards hawkish.