阿伟远航

#以太坊的未来 2025.4.27 Market Analysis,
Today focus on the Ethereum series, op ldo

Speculation is always ahead of time; when the actual interest rate cuts occur, the market may not rise.

Do not short the market at this stage, do not short any cryptocurrency! The long-suppressed market will explode, especially altcoins. Whale operators can pull up 2-3 times with very little cost; shorting is like giving away money. For example, the alpaca 🦙 that exploded today is about to be delisted. Many friends have endured through tough times with altcoins, and this wave of increase must be exited; do not cling to the fantasy of getting rich with altcoins!!!

A great retreat, don’t fomo into the market! The market in the fish tail phase will not last long, speculating on the expected interest rate cuts in June.

#加密货币总市值重回3万亿 MEV is a big business. Especially on Solana, MEV is particularly intense, with high profits.
Jito, this MEV protocol, is a monopolistic protocol with a strong head effect.
Power on Solana is highly centralized, and MEV money is mainly captured by the Jito protocol, high-stake nodes, and block space sales brokers.
Currently, there are multiple clients on the Solana network, with the Jito-Solana client currently dominating the mainnet, while the Firedancer client that supports the Jito protocol may become a high-performance upgraded version in the future.
Solana is very suitable for institutional dominance. SOLStrategies is showing how an institution can infiltrate Solana comprehensively from technology, governance to financial systems through actions like acquiring nodes, promoting governance proposals, and pushing for ETF listings, competing for the sovereignty of blockchain governance.

Recent operations for #加密货币总市值重回3万亿 are very few, just one order for Bitcoin, bought some at 76k, still not out, let's wait and see if it can reach 100k; the suppressed market emotions need to be released.

The altcoins will also catch up, everyone should take advantage of this surge to sell, don't hold on without taking profits!

Multiple factors are accumulating, which may indicate the arrival of a new round of 'crypto winter.' As global tariff policies are gradually introduced and may further escalate, market sentiment has clearly worsened. As of mid-April, the total market capitalization of cryptocurrencies, excluding Bitcoin, has dropped to $950 billion, down 41% from the high of $1.6 trillion in December 2024, and down 17% year-on-year. It is worth noting that this level is even lower than the market capitalization performance during almost the entire period from August 2021 to April 2022. What investors fear is not the certainty of negative news, but the uncertainty that seems never-ending. In the first quarter of 2025, venture capital in the crypto industry has rebounded compared to the previous quarter, but it is still 50% to 60% lower than the peak period of 2021 to 2022. This significantly restricts new capital from entering the ecosystem, especially impacting the altcoin sector more prominently. The aforementioned structural pressures mainly stem from the current macroeconomic uncertainties. Fiscal tightening and tariff policies continue to put pressure on traditional risk assets, leading to a stagnation in investment decisions. Although the regulatory environment provides some support, the recovery path for the crypto market remains fraught with challenges against the backdrop of an overall weak stock market. Multiple factors interweaving have made the digital asset market face severe cyclical prospects, and caution is still required in the short term (expected over the next 4 to 6 weeks). However, we believe that investors should adopt flexible tactics to respond to market fluctuations. Once market sentiment is repaired, a rebound may start rapidly. We remain optimistic about market performance in the second half of 2025.

At this price, are you going long or short on BTC? Position management? Time management?

This price has no odds, and there is room for movement both up and down. If you firmly believe that the U.S. and China cannot reconcile, and that in the long term, the three major economies of the world will be America, Europe, and Asia! The U.S. dollar will lose its hegemonic status. From the bankruptcy of Silicon Valley Bank in 2023 to Yellen's visit to China, where China refused to buy U.S. Treasury bonds, the position of the dollar is going down! If Trump cannot deal with low-cost new debt and cannot successfully manage the debt, the long-term geopolitical landscape will form a 'feudal economy.' In that case, BTC returning below 6 is not a problem at all. We mentioned in our previous historical articles that Crypto is at the end of the capital flow, with the remaining flows from U.S. Treasuries and the stock market trickling in!

In this market of #鲍威尔发言 , altcoins have already turned bearish, don't act hastily, my friends, save your strength and wait for the right moment.
Bitcoin will have another wave in 2025, altcoins keep falling, no need to rush at this moment, the market rotates, there will always be opportunities.

The most radical round of tariff policies since the 1930s is having a profound impact on the macro economy and the cryptocurrency market. In the short term, the cryptocurrency market may continue to exhibit high volatility, with investor sentiment swinging in response to trade war news.

If inflation remains high while growth slows, the Federal Reserve's response will become a critical turning point: if it shifts to easing, the cryptocurrency market may rebound due to a recovery in liquidity; if it maintains a hawkish stance, pressure on risk assets will persist.

If the macro environment stabilizes and new narratives emerge, cryptocurrency assets may regain their long-term safe-haven status, and the market is expected to welcome a recovery. Before that, the market may maintain a volatile pattern and be highly sensitive to macro news. Investors need to closely monitor global dynamics, maintain diversified asset allocation, and seek opportunities in potential market misalignments brought about by the trade war.

Market sentiment has clearly turned cautious, with investors exhibiting typical 'risk-averse' behavior in response to the tariff announcement. The total market capitalization of the cryptocurrency market has fallen by about 25.9% from its January peak, evaporating nearly $1 trillion in market value, highlighting its high sensitivity to macroeconomic instability factors. The trends of crypto assets and the stock market are highly correlated, both facing cooling demand, widespread sell-offs, and entering correction territory. In contrast, traditional safe-haven assets such as bonds and gold have performed excellently, with gold continuously hitting record highs, becoming a safe haven for investors amid rising macro uncertainty.

The macro chain reaction triggered by Trump's tariff policy will profoundly affect all aspects of the cryptocurrency market. From macroeconomics to dollar liquidity, and then to Bitcoin trends and the DeFi ecosystem, we are witnessing a butterfly effect: the trade war has stirred up a monetary storm, and as the dollar fluctuates violently, Bitcoin is poised for a breakout, while stablecoins and DeFi are facing opportunities and challenges in the cracks. For astute cryptocurrency investors, this macro storm is both a risk and an opportunity — just as the popular saying goes in the crypto world: 'The day the central bank prints money is the day Bitcoin ascends to the throne.' Objectively, the brutal tariff model has effectively accelerated this process. Perhaps the OE is therefore getting closer. Although I do not usually favor narratives like 'a grand chess game,' it currently seems to be the most positive and clear perspective.

#风险回报比 What a big black swan!

Ena bull market engine, even the knockoffs can't get up, how to start!!!

All historical crashes due to certain events are money-making opportunities!

2016 Exchange Raid Inspection
2017 94
2018 BCH Hash War
March 2020
May 2022 LUNA Crash
November 2022 FTT Crash
November 2023 CZ Pleads Guilty to Violating US Anti-Money Laundering Laws
August 2024 Japan Bank Crash
April 2025 Trump Raises Tariffs

All of the above belong to external and internal negative events that caused market crashes.

The common point before these events occurred is that the market was already in a downward trend.

The common point during these events is that they trigger panic, accelerating the downward trend.

China has become the country with the highest taxation, with a total tariff rate of 54%! According to one statistic, China exports 14,000 types of goods to the United States, but only 25% of them are still profitable, meaning that 3/4 of the goods cannot be exported, or exporting would lead to losses; this tariff impact is widespread, truly unprecedented in its insanity!

It's not just China; those countries that have recently taken over manufacturing from China, such as Vietnam (46%), Cambodia (49%), and India (26%), also cannot escape, resulting in a direct plunge in the Vietnamese stock market.

The advancement of U.S. stablecoin legislation will become the core driving force for the development of the digital asset industry. The legalization of stablecoins will attract a large number of financial institutions and capital, providing strong support for the Web3 industry and promoting prosperity in areas such as payments, DeFi, and RWA.

As the legal representation of fiat currency in the Web3 world, the U.S. dollar stablecoin will continue to dominate the market. The compliance of stablecoins will facilitate cross-border payments and global capital flows, disrupt traditional fiat payment methods, and profoundly change the global financial landscape, further consolidating the dollar's dominant position in the global financial system.

This stable and revolutionary change is not only a financial technology innovation but also a reshaping of the global monetary system and economic order. Under U.S. leadership, the widespread application of compliant stablecoins will drive the transformation of traditional fiat payment methods, initiate a new round of currency wars, and solidify the dollar's hegemonic status in the global financial system through the form of stablecoins.

In recent weeks, the United States has frequently taken action on stablecoin legislation, intensively introducing related policies, and showing an accelerating momentum, with the drumbeat becoming increasingly urgent, resembling a brewing storm. Among the most symbolic developments is the freshly released draft of the 'STABLE Act' (Stablecoin Transparency and Accountability for Better Ledger Economy Act). This draft was drafted by three Democratic Congress members, Tlaib, García, and Lynch, from the House Financial Services Committee in December 2020, and was subsequently shelved by the Democratic government, only to be made public in full on March 26, 2025. This bill is expected to shape the future stable and regulatory framework of the United States alongside another stablecoin bill, the Stable Genius Act. Therefore, it is particularly worth interpreting. Given the pivotal role stablecoins play in the digital financial system, any move by the United States on this topic draws attention. What is the real motive behind the U.S. government's push for stablecoin legislation at this time? Is it to curb the lawlessness of stablecoins, or to 'weaponize' the dollar stablecoin? What does the legitimization of stablecoins mean for the digital asset industry? What doors of opportunity will it open? The draft of the 'STABLE Act' provides us with an excellent text to glimpse the regulatory thinking on stablecoins in the United States. This article will deeply analyze the core content of the draft and the underlying reasons, explore its profound impact on the U.S. and global digital asset industry, and instill confidence in Web3 practitioners, guiding them in the right direction and helping them secure a favorable position in this transformation.

$ACT In one hour, can liquidate 100 million dollars, it can only be a market maker, retail investors or small institutions, do not have this scale!
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On March 28, 2025, Beijing time, the blockchain industry welcomed a landmark moment—TRON founder Justin Sun appeared on the cover of the English edition of Forbes, becoming the second Chinese entrepreneur after Jack Ma to grace the cover, and the fourth person in the cryptocurrency exchange sector following CZ, SBF, and Brian Armstrong.

"This crypto pioneer from the East is reshaping the rules of the world with code and consensus." As more people begin to understand and embrace the value of blockchain, a more transparent, efficient, and inclusive financial and social landscape is sure to accelerate its arrival.

#加密市场回调 该休息就休息吧，市场在4月以后会更加困难的，用户毫无增长点，拿什么拉盘？？？