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The Defense of Dollar Hegemony Has Begun! Bitcoin May Become the New Anchor Asset!
The Dollar Crisis Behind Trump's 'Reciprocal Tariffs': An Attempt to Reset the Global Financial Order
On the surface, it is merely a policy restart of tariff tools, but the intense reactions it has provoked far exceed the scope of trade itself:
1. The Nasdaq and S&P 500 fell in sync by more than 5%, while Hong Kong stocks experienced a near 9% flash crash during trading;
2. Bitcoin plummeted from $83,000 to $77,100 in a cliff-like drop;
3. Traditional safe-haven assets like gold and oil have also not escaped, with capital experiencing large-scale outflows.
The market is not simply 'overreacting', but instinctively capturing a signal: Global capital is reassessing the long-term value foundation of the dollar.
On the surface, it is merely a policy restart of tariff tools, but the intense reactions it has provoked far exceed the scope of trade itself:
1. The Nasdaq and S&P 500 fell in sync by more than 5%, while Hong Kong stocks experienced a near 9% flash crash during trading;
2. Bitcoin plummeted from $83,000 to $77,100 in a cliff-like drop;
3. Traditional safe-haven assets like gold and oil have also not escaped, with capital experiencing large-scale outflows.
The market is not simply 'overreacting', but instinctively capturing a signal: Global capital is reassessing the long-term value foundation of the dollar.
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Real-time Analysis - Brief Version
The White House has announced that tariffs on Dongda will rise to 104%, effective immediately today. This is the highest tariff imposed on all goods from a single country in U.S. history.
This is a protracted struggle and an attempt to reset the global financial order. Ray Dalio, founder of Bridgewater Associates, stated in his latest article: "What matters is not the tariffs, but the collapse of the old order." In a de-globalized world, major countries cannot trust each other—one side fears supply chain disruptions, while the other worries about debt repayment issues, creating a significant imbalance in trade and capital that is clearly unsustainable.
There is a high probability that the following situation will occur: Customs employees on the front lines in the U.S. may not be able to handle the complex new tariffs, leading to a backlog of containers at U.S. ports. In the coming 1 to 2 months, the U.S. inland is likely to experience widespread supply chain paralysis, soaring prices, and extreme shortages of goods. The currently absurd situation of smuggling eggs at the border may soon cease to be a joke.
With the announcement of the tariffs, the market immediately formed a gap, and the support level near the Black Horse model 75714.66 is likely to be officially broken, falling into a trading concentration area that has been consolidating for more than half a year before the election, testing the upper limit of the range at 73777 (this judgment is based on the advanced application of the "1+3" model).
Therefore, according to previous analysis, it is not advisable to make a second entry into long positions at the Black Horse model level.
The White House has announced that tariffs on Dongda will rise to 104%, effective immediately today. This is the highest tariff imposed on all goods from a single country in U.S. history.
This is a protracted struggle and an attempt to reset the global financial order. Ray Dalio, founder of Bridgewater Associates, stated in his latest article: "What matters is not the tariffs, but the collapse of the old order." In a de-globalized world, major countries cannot trust each other—one side fears supply chain disruptions, while the other worries about debt repayment issues, creating a significant imbalance in trade and capital that is clearly unsustainable.
There is a high probability that the following situation will occur: Customs employees on the front lines in the U.S. may not be able to handle the complex new tariffs, leading to a backlog of containers at U.S. ports. In the coming 1 to 2 months, the U.S. inland is likely to experience widespread supply chain paralysis, soaring prices, and extreme shortages of goods. The currently absurd situation of smuggling eggs at the border may soon cease to be a joke.
With the announcement of the tariffs, the market immediately formed a gap, and the support level near the Black Horse model 75714.66 is likely to be officially broken, falling into a trading concentration area that has been consolidating for more than half a year before the election, testing the upper limit of the range at 73777 (this judgment is based on the advanced application of the "1+3" model).
Therefore, according to previous analysis, it is not advisable to make a second entry into long positions at the Black Horse model level.
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Real-time Analysis - Simplified
#Macroeconomic
Economic Data: New Non-Farm Payrolls (22.8) greatly exceeded expectations, and the unemployment rate (4.2%) rounded off is basically in line with expectations, indicating resilience in the economy. Therefore, the market experienced a short-term rebound after the data was released.
Subsequently, Federal Reserve Chairman Powell's speech was hawkish: The Fed is committed to maximizing employment and the 2% inflation target, stating that the economic situation is good but faces uncertainties such as tariffs. The policy will remain patient, waiting for clearer data before adjusting interest rates. (The Fed does not seem willing to fully yield to Trump)
Other countries still have time to compromise with the U.S. before April 9, so there is still some room for maneuver regarding tariffs. However, the U.S. tax season starting on April 15 could lead to an increase in TGA, resulting in dollar liquidity tightening, and the GDP data might raise market expectations of a recession in the U.S., which still requires attention.
#Technical
In the short term, today’s close once again stands firmly above the lowest revised price of the EA arbitrage model at 82716.49, indicating that the technical aspect of Bitcoin has not significantly weakened. There may still be an upward test towards the revised closing price of 84708.58 (which is also near the descending trendline), but there will likely be resistance and a pullback afterward. This is because, according to the up-and-down trend model, once the downtrend was established on the 2.25, it still requires a longer time and more space for adjustment.
#Two Possible Reasons for Limited Decline in Bitcoin in the Short Term:
1. Bitcoin's safe-haven property as digital gold is gradually becoming prominent, and the systemic risk brought by the stock market to BTC is weakening, making it potentially more attractive to investors seeking diversification. (β-BTC/β-NASDAQ = 0.68). Additionally, on-chain data shows that the cost of the closest long-term holders to the current price is around 81000 (with a scale of over 300,000 coins), providing some support for the price.
2. BTC ETF saw a net inflow of 218 million on 4.2, which was greater than the net outflow in the following two days (and the net outflow was decreasing), with the net short positions in hedge funds reducing leverage to support the coin price. The negative premium of BTC spot is gradually decreasing, indicating the possibility of price rebound support. (Refer to the divergence in spot price and premium after 3.31 for the trend).
#Macroeconomic
Economic Data: New Non-Farm Payrolls (22.8) greatly exceeded expectations, and the unemployment rate (4.2%) rounded off is basically in line with expectations, indicating resilience in the economy. Therefore, the market experienced a short-term rebound after the data was released.
Subsequently, Federal Reserve Chairman Powell's speech was hawkish: The Fed is committed to maximizing employment and the 2% inflation target, stating that the economic situation is good but faces uncertainties such as tariffs. The policy will remain patient, waiting for clearer data before adjusting interest rates. (The Fed does not seem willing to fully yield to Trump)
Other countries still have time to compromise with the U.S. before April 9, so there is still some room for maneuver regarding tariffs. However, the U.S. tax season starting on April 15 could lead to an increase in TGA, resulting in dollar liquidity tightening, and the GDP data might raise market expectations of a recession in the U.S., which still requires attention.
#Technical
In the short term, today’s close once again stands firmly above the lowest revised price of the EA arbitrage model at 82716.49, indicating that the technical aspect of Bitcoin has not significantly weakened. There may still be an upward test towards the revised closing price of 84708.58 (which is also near the descending trendline), but there will likely be resistance and a pullback afterward. This is because, according to the up-and-down trend model, once the downtrend was established on the 2.25, it still requires a longer time and more space for adjustment.
#Two Possible Reasons for Limited Decline in Bitcoin in the Short Term:
1. Bitcoin's safe-haven property as digital gold is gradually becoming prominent, and the systemic risk brought by the stock market to BTC is weakening, making it potentially more attractive to investors seeking diversification. (β-BTC/β-NASDAQ = 0.68). Additionally, on-chain data shows that the cost of the closest long-term holders to the current price is around 81000 (with a scale of over 300,000 coins), providing some support for the price.
2. BTC ETF saw a net inflow of 218 million on 4.2, which was greater than the net outflow in the following two days (and the net outflow was decreasing), with the net short positions in hedge funds reducing leverage to support the coin price. The negative premium of BTC spot is gradually decreasing, indicating the possibility of price rebound support. (Refer to the divergence in spot price and premium after 3.31 for the trend).
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Trump's tariff easing boosts the market rebound; the 86000 resistance level and non-farm data are crucial!
Due to Trump's softened stance on tariffs (there is still room for negotiation), the market attempted another upward rebound yesterday, closing at a stabilized corrective price (84708.58). There is still a possibility of testing the downward trend line (around 86000) again. However, attention should be paid to the non-farm employment data on April 4th (Friday). If the market encounters resistance again at the top and breaks down, the initial support level below is in the dark horse model area (around 75714.66).
Specifically, regarding non-farm data, there is dual pressure from government layoffs and a cooling demand in the private sector. The market generally expects the number of new jobs to slow to 135,000 - 140,000 (previous value 151,000), with federal government layoffs expected to drag down about 15,000 positions, while the private sector's willingness to hire decreases due to policy uncertainty. If the data significantly falls below expectations (e.g., below 100,000), it may confirm a deceleration in economic growth, intensifying market concerns about a “hard landing,” and forcing the Federal Reserve to signal an early rate cut; conversely, if the data remains stable (e.g., above 140,000), it indicates that the labor market remains resilient, delaying expectations of policy easing. The unemployment rate (expected at 4.1%) if unexpectedly rises, may reflect the transmission effect of tariffs causing a decline in manufacturing and service sector sentiment.
Due to Trump's softened stance on tariffs (there is still room for negotiation), the market attempted another upward rebound yesterday, closing at a stabilized corrective price (84708.58). There is still a possibility of testing the downward trend line (around 86000) again. However, attention should be paid to the non-farm employment data on April 4th (Friday). If the market encounters resistance again at the top and breaks down, the initial support level below is in the dark horse model area (around 75714.66).
Specifically, regarding non-farm data, there is dual pressure from government layoffs and a cooling demand in the private sector. The market generally expects the number of new jobs to slow to 135,000 - 140,000 (previous value 151,000), with federal government layoffs expected to drag down about 15,000 positions, while the private sector's willingness to hire decreases due to policy uncertainty. If the data significantly falls below expectations (e.g., below 100,000), it may confirm a deceleration in economic growth, intensifying market concerns about a “hard landing,” and forcing the Federal Reserve to signal an early rate cut; conversely, if the data remains stable (e.g., above 140,000), it indicates that the labor market remains resilient, delaying expectations of policy easing. The unemployment rate (expected at 4.1%) if unexpectedly rises, may reflect the transmission effect of tariffs causing a decline in manufacturing and service sector sentiment.
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Scenario 1: Reciprocal Tariffs Only
This is a relatively mild option, based on adjustments to the most-favored-nation tariff differentials, which may not trigger significant market fluctuations. The U.S. dollar index may remain stable, and global reactions are likely to be restrained. However, a Citigroup report suggests that the probability of this mild scenario is low (25%), and the market does not seem optimistic about this 'soft landing'.
Scenario 2: Reciprocal Tariffs Plus Value-Added Tax
This policy is more aggressive, as the addition of a value-added tax will significantly increase import costs, potentially triggering a flight to safety. The dollar may strengthen as a result, especially against currencies like the euro and yen, while export-oriented countries like Germany and Japan will face greater pressure. Global stock markets may come under downward pressure, particularly those reliant on exports to the U.S.
Scenario 3: Aggressive Tariff Policy
If industry-specific tariffs (such as 25% on automobiles, semiconductors, pharmaceuticals, etc.) are layered on top of reciprocal tariffs and value-added taxes, this will be the scenario that worries the market the most. Such a comprehensive and targeted policy could trigger severe market turbulence: the U.S. dollar index may strengthen further, the dollar against the yen could plummet due to setbacks in Japanese automobile and semiconductor exports, and global stock markets may see significant corrections. At the same time, other countries may quickly implement retaliatory measures, further intensifying the risk of a trade war. Citigroup believes the market has begun to psychologically prepare for this scenario, and subsequent tariff retaliation may be a high-probability event.
Trump is brewing a more aggressive tariff policy, planning to implement 'indiscriminate tariffs', which means taxing most imported goods uniformly regardless of their country of origin. This move implies:
⚠️ Tariffs are not mild but comprehensive, indiscriminate, and beyond market expectations
⚠️ The global response may be strong, triggering an escalation of the trade war
⚠️ The Trump administration has never sent such an aggressive signal before.
This is a relatively mild option, based on adjustments to the most-favored-nation tariff differentials, which may not trigger significant market fluctuations. The U.S. dollar index may remain stable, and global reactions are likely to be restrained. However, a Citigroup report suggests that the probability of this mild scenario is low (25%), and the market does not seem optimistic about this 'soft landing'.
Scenario 2: Reciprocal Tariffs Plus Value-Added Tax
This policy is more aggressive, as the addition of a value-added tax will significantly increase import costs, potentially triggering a flight to safety. The dollar may strengthen as a result, especially against currencies like the euro and yen, while export-oriented countries like Germany and Japan will face greater pressure. Global stock markets may come under downward pressure, particularly those reliant on exports to the U.S.
Scenario 3: Aggressive Tariff Policy
If industry-specific tariffs (such as 25% on automobiles, semiconductors, pharmaceuticals, etc.) are layered on top of reciprocal tariffs and value-added taxes, this will be the scenario that worries the market the most. Such a comprehensive and targeted policy could trigger severe market turbulence: the U.S. dollar index may strengthen further, the dollar against the yen could plummet due to setbacks in Japanese automobile and semiconductor exports, and global stock markets may see significant corrections. At the same time, other countries may quickly implement retaliatory measures, further intensifying the risk of a trade war. Citigroup believes the market has begun to psychologically prepare for this scenario, and subsequent tariff retaliation may be a high-probability event.
Trump is brewing a more aggressive tariff policy, planning to implement 'indiscriminate tariffs', which means taxing most imported goods uniformly regardless of their country of origin. This move implies:
⚠️ Tariffs are not mild but comprehensive, indiscriminate, and beyond market expectations
⚠️ The global response may be strong, triggering an escalation of the trade war
⚠️ The Trump administration has never sent such an aggressive signal before.
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Institutional Perspective on K-Line Interpretation: The Thinking Pattern of Form and Spirit
To truly understand K-Line, one must step out of the retail investor's perspective and adopt the position of institutional players, establishing a 'map maker' thinking pattern rather than merely acting as a 'map viewer.' How do institutions manipulate the market? How are the shapes of K-Line intentionally crafted? How can we discern the flow of funds through K-Line?
1️⃣ Form: The External Shape of K-Line (Map Viewer Perspective)
The 'form' of K-Line refers to its surface characteristics, primarily consisting of four prices:
Opening Price
Closing Price
Highest Price
Lowest Price
Ordinary investors (map viewers) see a large bullish candle and often focus on: How much has it risen? Has it broken through key levels? They try to infer trends from shapes, easily being led by appearances. However, institutions are not map viewers but map makers—they determine the direction of these prices and shape market sentiment.
Note that these shapes are not formed randomly, but are 'made' by institutions. If the K-Line shows an upward trend, it indicates that funds have already been positioned behind it, and institutions have entered the market to push prices up; otherwise, the shape would not naturally form.
2️⃣ Spirit: The Intrinsic Logic of K-Line (Map Maker Perspective)
The true value of K-Line lies not in its shape but in the rising and falling logic and reasons behind it. 'Spirit' refers to the fund logic behind K-Line, that is, why the price moves from the opening to the closing, why today is an increase rather than a decrease?
We need to ask:
Why did this K-Line move from this opening price to this closing price?
Why is today an increase rather than a decrease?
How is the price being pushed?
The answer is simple—K-Line is not randomly generated but is intentionally shaped by institutional funds. They influence price movements through the flow of funds, thereby creating various technical shapes to attract retail investors and ultimately reap profits.
As 'map makers' of the market, institutions control price movements and create market sentiment through fund operations. Their goal is not merely to make prices rise or fall but to guide retail investors into the market by creating visible shapes to achieve their own fund operations.
Institutions control these four prices through the flow of funds, thereby shaping K-Line and ultimately forming charts. Retail investors look at the charts → guided by K-Line → actually being guided by institutional funds.
To truly understand K-Line, one must step out of the retail investor's perspective and adopt the position of institutional players, establishing a 'map maker' thinking pattern rather than merely acting as a 'map viewer.' How do institutions manipulate the market? How are the shapes of K-Line intentionally crafted? How can we discern the flow of funds through K-Line?
1️⃣ Form: The External Shape of K-Line (Map Viewer Perspective)
The 'form' of K-Line refers to its surface characteristics, primarily consisting of four prices:
Opening Price
Closing Price
Highest Price
Lowest Price
Ordinary investors (map viewers) see a large bullish candle and often focus on: How much has it risen? Has it broken through key levels? They try to infer trends from shapes, easily being led by appearances. However, institutions are not map viewers but map makers—they determine the direction of these prices and shape market sentiment.
Note that these shapes are not formed randomly, but are 'made' by institutions. If the K-Line shows an upward trend, it indicates that funds have already been positioned behind it, and institutions have entered the market to push prices up; otherwise, the shape would not naturally form.
2️⃣ Spirit: The Intrinsic Logic of K-Line (Map Maker Perspective)
The true value of K-Line lies not in its shape but in the rising and falling logic and reasons behind it. 'Spirit' refers to the fund logic behind K-Line, that is, why the price moves from the opening to the closing, why today is an increase rather than a decrease?
We need to ask:
Why did this K-Line move from this opening price to this closing price?
Why is today an increase rather than a decrease?
How is the price being pushed?
The answer is simple—K-Line is not randomly generated but is intentionally shaped by institutional funds. They influence price movements through the flow of funds, thereby creating various technical shapes to attract retail investors and ultimately reap profits.
As 'map makers' of the market, institutions control price movements and create market sentiment through fund operations. Their goal is not merely to make prices rise or fall but to guide retail investors into the market by creating visible shapes to achieve their own fund operations.
Institutions control these four prices through the flow of funds, thereby shaping K-Line and ultimately forming charts. Retail investors look at the charts → guided by K-Line → actually being guided by institutional funds.
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The following three targets have shown right-side signals, pay attention to buying points on the pullback $atom$wif $pnut
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【How to Track the Footprints of Institutional Traders】—— Secondary Market Trading Analysis
Institutions and traders have funding levels dozens of times larger than yours, strong teams, and rich information channels; you are not their match. The news is often just a smokescreen. One day there’s bullish news, and the next day there’s a bearish report, with only one purpose—leading retail investors by the nose. Therefore, merely knowing that institutions exist won't prevent you from being taken advantage of; you need to learn to see through their layouts!
Retail investors like to focus on patterns, so institutions create patterns; retail investors watch indicators, so institutions generate signals.
Moving averages represent the average price over a certain period, MACD is based on EMA, and RSI calculates the rise and fall over past periods. These are all calculations based on historical data and cannot reflect current market changes in real-time; they are all “second-hand information” and are inevitably lagging.
✅ However, trading volume does not lie; it is the most authentic language of the market! It is immediate and can show current capital flow. The market does not rise or fall for no reason; everything is driven by funds. The news is just a play, and the only thing that won’t lie is the trading volume! The true “hunters”—institutions and traders—what do they look at? They focus not on indicators or candlestick patterns, but on the volume-price structure.
Every transaction is the result of both buyers and sellers reaching a consensus at a certain price point. Only by combining volume and price can we see the true strength of the game. Patterns can be disguised, indicators can become dull, but trading volume will not be falsified. Is it a breakout with increasing volume or a rise with decreasing volume? Once institutions start offloading, abnormal changes in trading volume are often the earliest warning signals.
Trading Volume × Price = Institutional Money
So how can we use volume and price to find traces of institutions?
✅ How much capital have they invested?
✅ What is their average cost of entry?
✅ What is their target profit?
✅ When do they plan to offload?
Combining our institutional trading model, refer to the pinned “1+3” tutorial on the homepage, which is a trading system developed from Simmons' trading mindset, integrating the perspective of institutions. Its core is to avoid the lagging nature of traditional technical analysis indicators by using a single candlestick to determine in real-time whether institutions are entering the market and accurately tracking their actions. In simple terms, it means finding potential targets that may surge at the first opportunity, while institutions feast, we sip the soup, and safely exit before the harvest.
Institutions and traders have funding levels dozens of times larger than yours, strong teams, and rich information channels; you are not their match. The news is often just a smokescreen. One day there’s bullish news, and the next day there’s a bearish report, with only one purpose—leading retail investors by the nose. Therefore, merely knowing that institutions exist won't prevent you from being taken advantage of; you need to learn to see through their layouts!
Retail investors like to focus on patterns, so institutions create patterns; retail investors watch indicators, so institutions generate signals.
Moving averages represent the average price over a certain period, MACD is based on EMA, and RSI calculates the rise and fall over past periods. These are all calculations based on historical data and cannot reflect current market changes in real-time; they are all “second-hand information” and are inevitably lagging.
✅ However, trading volume does not lie; it is the most authentic language of the market! It is immediate and can show current capital flow. The market does not rise or fall for no reason; everything is driven by funds. The news is just a play, and the only thing that won’t lie is the trading volume! The true “hunters”—institutions and traders—what do they look at? They focus not on indicators or candlestick patterns, but on the volume-price structure.
Every transaction is the result of both buyers and sellers reaching a consensus at a certain price point. Only by combining volume and price can we see the true strength of the game. Patterns can be disguised, indicators can become dull, but trading volume will not be falsified. Is it a breakout with increasing volume or a rise with decreasing volume? Once institutions start offloading, abnormal changes in trading volume are often the earliest warning signals.
Trading Volume × Price = Institutional Money
So how can we use volume and price to find traces of institutions?
✅ How much capital have they invested?
✅ What is their average cost of entry?
✅ What is their target profit?
✅ When do they plan to offload?
Combining our institutional trading model, refer to the pinned “1+3” tutorial on the homepage, which is a trading system developed from Simmons' trading mindset, integrating the perspective of institutions. Its core is to avoid the lagging nature of traditional technical analysis indicators by using a single candlestick to determine in real-time whether institutions are entering the market and accurately tracking their actions. In simple terms, it means finding potential targets that may surge at the first opportunity, while institutions feast, we sip the soup, and safely exit before the harvest.
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Yesterday, good news came out, and while everyone was in a FOMO frenzy, Mr. Hu timely reminded to reduce positions!
This highlights the importance of mastering the institutional trading system, buying where to buy, selling where to sell, and having a trading standard in mind. Just need to execute strictly!
Next, some right-side signals or left-side to the right can continue to be picked up, but our trading expectation is just to capture waves, not to anticipate a sustained market trend. $BTC
This highlights the importance of mastering the institutional trading system, buying where to buy, selling where to sell, and having a trading standard in mind. Just need to execute strictly!
Next, some right-side signals or left-side to the right can continue to be picked up, but our trading expectation is just to capture waves, not to anticipate a sustained market trend. $BTC
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Yesterday, Fox led everyone in the group to ambush the Golden Dog, and it took off, up to 10 times. $Marvin
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Methods and techniques are the hard currency that never returns to zero. Recently, the secondary market is generally average, but the market on some chains is very hot. On the one hand, Mr. Fox will lead everyone to ambush the secondary targets according to the institutional trading model to do some short-term games, and at the same time, he will also lead everyone to ambush the Golden Dog
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ONDO Summit Reveals Three Pillars of Future RWA:
🔸 $ONDO — The custodial infrastructure for RWA, laying the foundation for asset tokenization;
Reason: The core of RWA is asset confirmation and secure custody. If $ONDO can provide seamless asset tokenization solutions within a compliant framework, it will become a key entry point for institutional participation.
🔸 $LINK — The "gatekeeper" for on-chain RWA data, ensuring data credibility through oracles;
Reason: Chainlink has already provided pricing feeds for DeFi giants like Aave and Synthetix, and in the future may directly verify the status of RWA assets (such as real estate and bonds) through the CCIP protocol, solving trust bottlenecks.
🔸 $XRP — Cross-border settlement and liquidity engine, bridging traditional finance and crypto.
Reason: Ripple's cross-border payment network covers over 70 countries, and if combined with RWA, it could instantly provide fiat exit options for on-chain assets, addressing liquidity fragmentation issues.
👇 Potential directions worth considering are as follows:
1. Cross-chain protocols: $DOT (Polkadot), $ATOM (Cosmos) — RWA needs multi-chain interoperability;
2. Stablecoin giants: $USDC (Circle), $PYUSD (PayPal) — Compliant stablecoins serve as price anchors for RWA;
3. DeFi liquidity pools: $MKR (DAI), $AAVE — Expanding interest-bearing asset scales through RWA collateral;
4. Data sector: $GRT (The Graph) — Indexing and querying infrastructure for off-chain RWA data.
5. Regulatory compliance is the biggest challenge for RWA; if $ONDO can collaborate with regulatory technology (RegTech) projects (such as $VELO), it will significantly accelerate implementation.
6. RWA market cap may exceed 100 billion; traditional asset management giants (BlackRock?) might enter through the acquisition of crypto-native platforms?
7. Does RWA lack privacy computing ($Rose)? Or identity verification ($ENS?) or insurance protocols ($NXM)?
Feel free to share and comment with your thoughts.
#RWA #ONDO #LINK #XRP
🔸 $ONDO — The custodial infrastructure for RWA, laying the foundation for asset tokenization;
Reason: The core of RWA is asset confirmation and secure custody. If $ONDO can provide seamless asset tokenization solutions within a compliant framework, it will become a key entry point for institutional participation.
🔸 $LINK — The "gatekeeper" for on-chain RWA data, ensuring data credibility through oracles;
Reason: Chainlink has already provided pricing feeds for DeFi giants like Aave and Synthetix, and in the future may directly verify the status of RWA assets (such as real estate and bonds) through the CCIP protocol, solving trust bottlenecks.
🔸 $XRP — Cross-border settlement and liquidity engine, bridging traditional finance and crypto.
Reason: Ripple's cross-border payment network covers over 70 countries, and if combined with RWA, it could instantly provide fiat exit options for on-chain assets, addressing liquidity fragmentation issues.
👇 Potential directions worth considering are as follows:
1. Cross-chain protocols: $DOT (Polkadot), $ATOM (Cosmos) — RWA needs multi-chain interoperability;
2. Stablecoin giants: $USDC (Circle), $PYUSD (PayPal) — Compliant stablecoins serve as price anchors for RWA;
3. DeFi liquidity pools: $MKR (DAI), $AAVE — Expanding interest-bearing asset scales through RWA collateral;
4. Data sector: $GRT (The Graph) — Indexing and querying infrastructure for off-chain RWA data.
5. Regulatory compliance is the biggest challenge for RWA; if $ONDO can collaborate with regulatory technology (RegTech) projects (such as $VELO), it will significantly accelerate implementation.
6. RWA market cap may exceed 100 billion; traditional asset management giants (BlackRock?) might enter through the acquisition of crypto-native platforms?
7. Does RWA lack privacy computing ($Rose)? Or identity verification ($ENS?) or insurance protocols ($NXM)?
Feel free to share and comment with your thoughts.
#RWA #ONDO #LINK #XRP
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#RWA sector can be viewed
OM can be entered if there is an opportunity to enter near the reference price of the EA arbitrage model.
Other targets in the same RWA sector are also good, such as plume and lingo, which are also relatively resistant to declines.
For example, lingo has 1+3 in the early stage and is still in the model area. Find a good position to enter.
OM can be entered if there is an opportunity to enter near the reference price of the EA arbitrage model.
Other targets in the same RWA sector are also good, such as plume and lingo, which are also relatively resistant to declines.
For example, lingo has 1+3 in the early stage and is still in the model area. Find a good position to enter.
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1.25 Live Analysis
#Macroeconomic News:
Yesterday, Japan raised interest rates by 25 basis points to 0.5% as expected. As mentioned in the previous analysis on January 21, the differences in market conditions and interest rate hike expectations have been fully priced in, and the market did not show significant corrections. Furthermore, Trump's announcement of favorable policies for crypto and rumors about SOL and XRP futures being passed by the CME have not led to much improvement in the market. This may be due to the excessive pricing of these favorable factors in November.
Regarding the US dollar index, Japan's interest rate hike and the lack of severe tariff policies since Trump's presidency have led to a corresponding retreat of the DXY to around 107, which has somewhat alleviated the dollar index's suppression of market risk appetite.
Yesterday, Japan raised interest rates by 25 basis points to 0.5% as expected. As mentioned in the previous analysis on January 21, the differences in market conditions and interest rate hike expectations have been fully priced in, and the market did not show significant corrections. Furthermore, Trump's announcement of favorable policies for crypto and rumors about SOL and XRP futures being passed by the CME have not led to much improvement in the market. This may be due to the excessive pricing of these favorable factors in November.
Regarding the US dollar index, Japan's interest rate hike and the lack of severe tariff policies since Trump's presidency have led to a corresponding retreat of the DXY to around 107, which has somewhat alleviated the dollar index's suppression of market risk appetite.
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Focus on three targets:
SAGA, Puffer, UNI
SAGA is still at the turning point of 1+3, in a freshman position, you can buy at this position.
Puffer's background was previously mentioned by Fox, now at a price level nearby, you can also gradually build a position.
UNI is what Fox bought, a large-cap US target, a relatively strong target, you can also take a look at this price level nearby.
SAGA, Puffer, UNI
SAGA is still at the turning point of 1+3, in a freshman position, you can buy at this position.
Puffer's background was previously mentioned by Fox, now at a price level nearby, you can also gradually build a position.
UNI is what Fox bought, a large-cap US target, a relatively strong target, you can also take a look at this price level nearby.
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#TRUMP Market Value Breaks Through
#What are the Concept Coins Related to Trump Coming to Power? Take a look at the relevant targets in the United States, and in the future, use institutional trading systems to primarily focus on targets related to U.S. concepts, America First. Trump's political agenda.
#What are the Concept Coins Related to Trump Coming to Power? Take a look at the relevant targets in the United States, and in the future, use institutional trading systems to primarily focus on targets related to U.S. concepts, America First. Trump's political agenda.
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