零和博弈の少女

The bull market loves to play with BDSM; that last big candle can be considered the most intense training of this round of market, directly wiping out 100 billion dollars from the crypto market, with over a billion bulls reaching climax and dying on the spot.

The worst off are those who watched ETH soar but didn't dare to get on board, only to be unable to hold back at the historical peak, going all in with high leverage like pure-hearted boys.

Bloody lesson:
A skyrocketing market is like a promiscuous girl at a nightclub; the more she poses and flaunts, the more you need to wear protection. Can't help but want to get in? A stop-loss order is your condom.

Otherwise, it’s like an experienced player who has wild encounters without protection; you might enjoy it 99 times, but on the 100th time, you might end up unexpectedly becoming a father.

ETH has soared from 2100 to 4000, it feels like riding a rocket 🚀 without any pullbacks! Now the 4000 mark is just around the corner, but experienced traders know — at this level, it can either shoot up to the sky 🌪️ or bury people directly 💀. The 4-hour chart saw a surge in volume at 3940, with aggressive buying 💰, but you need to be cautious:

- It could be that the whales 🐶 have set up short positions in the 3940-4000 range, just waiting for retail traders 🥬 to come in and get harvested.
- It might also be the last washout before a genuine breakout 🛁.

The 1-hour chart has already shown a "bullish exhaustion" signal 😵, and my trading strategy is simple: **never chase the highs 🙅! Wait for a rebound to the 3980-4000 resistance zone and short directly 📉**, with a stop-loss set 20 dollars above the previous high. The first target is 3736 🎯; if it breaks, then look for 3500, and find entry points on the 5-minute chart ⏱️ for quick in and out.

BTC, this well-behaved baby 👶, is still lying flat in the range, but don't be fooled by appearances 🃏 — the longer this sideways movement lasts ⏳, the more explosive the subsequent breakout will be 💥. The 4-hour MACD has a death cross ☠️ below the zero line, clearly indicating that the bears have the upper hand. But remember the experienced traders' advice: **there are often false breakouts at the end of a range 🎭!**

My trading plan:
- Lightly short at the upper resistance level ✋
- Lightly long at the lower support level 👍, and immediately stop-loss and reverse if it breaks 🔄
- Best strategy: **wait for a confirmed breakout to follow the trend 🏃**, letting the market find its own direction 🧭

#今日行情分析 $ETH
$BTC $XRP

The fundamentals of Bitcoin are continuously strengthening. Bitcoin is increasingly showing characteristics of a safe-haven asset.

1. Bitcoin price resilience is increasing:
- It is unlikely to fall below the key support level of $90,000
- The characteristics of traditional bear market cycles may change
- The probability of a historic 70% level deep correction is decreasing

2. Significant differentiation in the altcoin market:
The current market is fundamentally different from the comprehensive altcoin season of 2021:
✅ Funds are becoming more rational, showing sector rotation characteristics (e.g., the AI sector performed outstandingly in the first half of the year)
❌ A comprehensive bullish market is unlikely to occur
✅ Only high-quality projects with real fundamentals can continuously attract capital

3. Changes in liquidity structure:
- Current quarterly trading volume of altcoins is approximately equal to the annual trading volume of the previous period
- Market total capacity growth is limited while token supply surges
- Average liquidity per project is significantly diluted
- This leads to increased market volatility, with tokens moving quickly up on exchanges

🌟 Core conclusion:
In this new cycle, selecting targets is more important than chasing beta. Investors need to pay more attention to:
- The allocation value of Bitcoin as a core asset
- Leading projects in niche sectors with real innovation and fundamentals
- New gaming opportunities brought by changes in liquidity structure
#巨鲸动向 #山寨季來了？

The essence of stablecoins is actually the "value mirror" of the US dollar system in the blockchain era — on the surface, it appears to be a 1:1 exchange, but in reality, it constructs a sophisticated "dual-track system":

🔵 Fiat Currency Track: Every 1 dollar you deposit in exchange for USDC becomes a stable buyer of US Treasury bonds.
🟢 Crypto Track: The released USDC/USDT becomes the perpetual liquidity of the market.

This is the deep design of the Trump proposal:
✅ 100% Reserve System = Equipping the US Treasury bond market with an "automatic blood transfusion pump."
✅ Compliant Stablecoins = Providing the crypto market with "sustained liquidity."

When policymakers, issuers, and investors reach a delicate balance, a new "enhanced loop" of global capital flow is formed:

🌍 Traditional Funds → US Treasury Bonds → Stablecoins → Crypto Ecosystem → More Traditional Funds...

Insights of Long-term Thinkers:
The biggest structural opportunities often arise at the intersection of regulation and innovation. Now, this funding funnel is quietly reshaping:
📈 US Treasury Bonds gain long-term purchasing power.
📈 The crypto market gains compliant liquidity.
📈 Global capital finds new allocation channels.

#稳定币监管 #稳定币 #稳定币监管风暴