DUNNA

#TRUMP市值突破

In the wave of global central bank monetary easing, the Bank of Japan is "going against the current." On January 24, at the first monetary policy meeting of the year, the Bank of Japan announced an interest rate hike of 25 basis points, raising the policy rate from 0.25% to 0.50%, in line with market expectations. As a result, this rate has reached its highest level since October 2008, marking the highest point in approximately 17 years.

$BNB

BlockBeats news, on January 21, the reinsurance solution Oxbridge announced today that its board has approved the decision to hold Bitcoin and Ethereum as treasury reserve assets. This decision reflects Oxbridge's commitment to innovation and its strategy for diversifying financial assets, while exploring inflation-resistant assets with long-term growth potential, including Bitcoin, Ethereum, and potentially other blockchain-related opportunities such as cryptocurrencies.

#美国非农数据即将公布

Repost:

Dennis Porter, CEO of the State Action Fund (SAF), revealed at Michael Saylor's New Year Bitcoin event that a U.S. state is expected to start buying Bitcoin (BTC) within four months. Initially speculated to be Texas, Porter clarified that Texas legislation only allows the use of BTC for donations or tax payments, and does not include provisions for direct purchases. SAF has introduced 30 Bitcoin-focused bills in 20 states and successfully passed laws protecting rights such as self-custody, mining, and peer-to-peer transactions in Oklahoma, Louisiana, Arkansas, and Montana. In the future, Porter pointed out that it is expected that by 2025, 10 to 12 states will propose Bitcoin reserve bills, and at least one of them may pass its bill quickly.

$BTC

Reprint:

Bitcoin has plummeted below $97,000. According to data from the major cryptocurrency betting platform Polymarket, the likelihood of Donald Trump establishing a Bitcoin strategic reserve as the elected president of the United States has suddenly dropped to 31%. Analysts believe he will not sign an executive order on the first day of his inauguration and will instead buy Bitcoin behind the scenes, which means the anticipated black swan event may not materialize, thereby striking a blow to cryptocurrency bullish buying.

Only 500 points to send

#比特币价格走势分析

Reprint:

Bitcoin will consolidate in the $92,000-$95,000 range

Blockchain Coin Circle

January 10, 2025 09:00 Fujian Listen to the full text

QCP Capital's latest analysis points out that Bitcoin rebounded to $95,200 last night after successfully testing the key support level of $92,500. However, after news emerged that the U.S. government plans to sell seized Silk Road Bitcoins, the outlook for Bitcoin turned bearish during the Asian early trading session today.

Cryptocurrency prices continue to be affected by macro adverse factors, as the Federal Reserve's minutes released last night showed a more hawkish stance. The Fed stated that, given rising inflation risks, it will slow the pace of interest rate cuts. The ADP employment report released yesterday also added to macro uncertainty, indicating that private sector hiring and wage growth have both slowed. This stands in stark contrast to the stronger job market portrayed by Tuesday's JOLTS job openings data.

#币安MegadropSOLV

Someone is particularly worried about Buffett's health and asked: I am very concerned about your health because of your diet.

Buffett: What I am eating, these are our products.

You eat a lot of meat, candy, ice cream, and cola. I want to know what your doctor says?

Buffett: My doctor says I must be very reliant on my genes. I tell you, Charlie and I are both very healthy. If you are in the life insurance business, I can assure you that you would be happy to write to us at standard effort.

Munger: You know? When George was 95, someone asked him, what does your doctor think about smoking those big black cigars? He said: My doctor is dead.

#比特币走势观察

1. Lengthening the cycle reveals that price changes follow a certain pattern and have a high degree of certainty. This is what the value investing master Graham said: the value of a company ultimately determines its price. In the short term, the price may deviate significantly from the company's value, but it will eventually revert to the company's value. 2. The real risk in investing does not come from concentration or diversification, but from the investment target itself. Junk coins will not reduce overall investment risk just because you invest more in them; excellent companies will not increase risk just because you invest less. Investment risk has no absolute relationship with the amount you invest. 3. Investing is a continuous process of waiting. After discovering good companies, wait for the appearance of a margin of safety; after buying, wait for the returns brought by growth; after selling, wait for the next opportunity to arise. Only by learning to patiently wait can one succeed in the investment market.

#加密市场反弹

Buffett often mentions a fable: a bird in the hand is worth two in the bush.

'A bird in the hand' represents the resources and results that one already possesses and firmly holds, with a probability of occurrence of 100%. This is certain, without any uncertainty, and is an established benefit. In contrast, 'two birds in the bush' signifies the expected phase of returns, where the likelihood of actually capturing those two birds is filled with variables, and it is very likely that due to unforeseen circumstances, they will not be caught. Therefore, the probability of the 'two birds' may be very low.

Buffett is a player with high certainty; the greater the grasp, the heavier the bet. In Munger's words, as a poker player, I know that when the probability of winning is very high, one should make a heavy bet. Thus, the bird in hand is far more important than the birds in the bush.

#市场反弹迹象

There is a wise man's philosophy that illuminates my path forward, and that is Charlie Munger.

Munger, like us, was once a bookworm, but it is precisely this bookworm who achieved great success through his unique thinking methods.

The key to Munger's success lies in several thinking methods he mastered in his youth and repeatedly utilized throughout his life. Among them, the phrase 'take the main road, where there are few people' appears repeatedly in his speeches over the years, containing profound investment wisdom.

First, let's look at 'take the main road, where there are few people.' Here, 'main road' can be understood as 'the right path,' in contrast to the crooked paths. In investment, this is reflected in honestly buying undervalued good companies, rather than using speculative financial means or purchasing flashy financial products.

#加密市场盘整

2025 Crypto Market Outlook

Coinbase recently released its outlook on the cryptocurrency market, highlighting five areas to watch in 2025:

1. Stablecoins are just getting started

Stablecoins have become a killer application in crypto, with a market value of 193 billion USD and a trading volume exceeding 27 trillion USD, a threefold year-on-year increase. It is expected that within five years, the market value could reach 3 trillion USD, with primary applications shifting from trading to global capital flows and business sectors.

2. RWA tokenization is expected to see significant growth

As of December 1, tokenized RWAs have increased to 13.5 billion USD, with rapid development expected in 2024, expanding applications to private credit, commodities, and more. Tokenized assets used as collateral can simplify transactions and reduce risks. In 2025, technological advancements and accumulated investments will drive tokenization to become the core of the crypto market.

3. Crypto ETFs have forever changed the supply-demand dynamics of cryptocurrencies

Following the success of the U.S. spot Bitcoin ETF, institutional holders have surged, driving stable demand growth in the crypto market. Other token ETFs may be approved in the future, but short-term demand is limited. If the SEC allows physical creation, redemption, or staking, it will enhance ETF returns and attract more investors.

4. The DeFi renaissance will propel it into a new era

DeFi has shown greater resilience after experiencing shocks, with lending protocol TVL reaching new heights and DEX trading volume hitting peaks. Optimized U.S. regulations and on-chain verification are paving the way for traditional institutions to enter, expanding the influence of DeFi, with a bright future ahead.

5. Regulation will ultimately shift from headwinds to tailwinds

The U.S. is entering the most crypto-friendly regulatory environment, with bipartisan support in Congress promoting a comprehensive regulatory framework, stablecoin legislation, and ending the era of enforcement-driven regulation. Meanwhile, G20 countries are accelerating the formulation of digital asset rules, creating conditions for innovation and growth. This will help make 2025 a breakthrough year for the crypto industry, laying the foundation for long-term development.

Note: The materials in this article are sourced from publicly available information online. If there are any infringements, please contact for removal. The above content only represents the author's personal views.

Because he can't understand it. So he has also missed many good targets, such as Microsoft, Intel, NVIDIA... He only recognizes what he can understand: hamburgers, cola, and candy, of course, also insurance.

#比特币市场波动观

First, from the perspective of time: Life is like rowing upstream; if you don't advance, you retreat. The best way to keep moving forward is to invest in your own growth.

Second, from the perspective of wealth: Preserving or growing wealth is also like rowing upstream; if you don't advance, you retreat. Below, I will elaborate mainly on this point.

Where will your money be stored? Will it be in a bank savings account, fixed deposit, or wealth management to earn interest?

While you are happily enjoying the interest, little do you realize that there is a "legal thief" who is tirelessly stealing your wealth, which you earned through sweat or brainpower, bit by bit.

This thief is inflation.

$BTC

Why invest in BTC?

Using the definition of investment by investment master Warren Buffett: "Investment is giving up today's consumption for the ability to consume more in the future."

According to this definition, the same behavior can sometimes be considered an investment and sometimes not. The key is that today's expenditure will bring you more purchasing power in the future.

For example, buying a car to drive for a ride-hailing service is an investment; buying a car for leisure travel is consumption, not investment.

But can buying a car for ride-hailing service necessarily guarantee profits? Probably not.

Investment is the "intention" to obtain more purchasing power, but whether this "intention" can become a reality is subject to various factors.

$BNB