Tommy Cheung

$ETH

【Justin Sun's Birthday Gamble】Will ETH break $5000 on its 10th anniversary? $5 million "birthday gift" ignites the crypto community!

**Core Prediction**
🔥 **"The 10th anniversary of Ethereum will trigger a super cycle!"**
Tron founder Justin Sun declared during his birthday live stream on July 30: **"By July 30, 2025, ETH will surely break $5000!"** (Current price $1900, needs to rise by 163%)

**Historical Growth Comparison**
▸ Summer 2020 DeFi: 400% surge in 3 months
▸ Bull market cycle of 2021: 1100% increase in 11 months
**Justin Sun's Viewpoint**: The 10th anniversary is ETH's "coming-of-age ceremony," institutional allocation demand + Layer2 ecosystem explosion will drive an epic rise.

**"Birthday Mysticism" Easter Egg**
🎂 **Mysterious Connection with Vitalik**
• July 30, 2015: Ethereum mainnet goes live
• Same day: Justin Sun drafts Tron white paper "Decentralized Internet"
• Latest move: Posts an old photo from Silicon Valley claiming "When debugging smart contracts back then, I foresaw this day"

**Real Money Betting**
💼 **On-chain Data Evidence**
• Increased holdings by 230,000 ETH in the last 30 days (approximately $437 million)
• Total holdings exceed 1 million ETH (valued at $1.9 billion)
• Simultaneously launched a $5 million ETH airdrop campaign, celebrating "ETH's shared birthday"

#以太坊的未来

【Sun Yuchen's Birthday Gamble】Will ETH break $5000 on its 10th anniversary? $5 million "birthday gift" ignites the crypto community!

**Core Prediction**
🔥 **"The 10th anniversary of Ethereum will trigger a super cycle!"**
Tron founder Sun Yuchen claimed during his birthday live stream on July 30: **"Before July 30, 2025, ETH will definitely break $5000!"** (Current price $1900, needs to rise by 163%)

**Historical Price Increase Comparison**
▸ Summer 2020 DeFi: 400% surge in 3 months
▸ Bull market cycle in 2021: 1100% surge in 11 months
**Sun Yuchen's View**: The 10th anniversary is ETH's "coming-of-age ceremony", institutional allocation demand + Layer 2 ecosystem explosion will drive epic increases.

**"Birthday Mysticism" Easter Egg**
🎂 **Mysterious Connection with Vitalik**
• July 30, 2015: Ethereum mainnet launched
• Same day: Sun Yuchen drafted the Tron white paper "Decentralized Internet"
• Latest move: Posted an old photo from Silicon Valley saying "When I was debugging smart contracts back then, I had foreseen this day"

**Real Money Betting**
💼 **On-chain Data Evidence**
• Increased holdings of 230,000 ETH (approximately $437 million) in the past 30 days
• Total holdings exceed 1 million ETH (valued at $1.9 billion)
• Simultaneously initiated a $5 million ETH airdrop event to celebrate "ETH's shared birthday"

#加密市场反弹

Upon waking up, the financial markets are in a frenzy! The US stock market and cryptocurrency sector have surged significantly, and all of this surprisingly stems from Trump's three major concessions made at 00:00, 01:00, and 05:00.

US Treasury Secretary Yellen was the first to speak out, bluntly stating that the trade war with China is unsustainable and that a de-escalation is imminent. Shortly after, Trump himself commented: "A 145% tariff is too high; tariffs on China will be significantly reduced, and China will be satisfied; China and the US will work together." Additionally, although Trump is dissatisfied with the Federal Reserve's pace of interest rate cuts, he clearly stated that he has no intention of firing Powell.

Even more eye-catching is that Trump has thrown out a "super Easter egg," declaring that he will announce a peace plan for Russia and Ukraine within three days.

Previously, unusual movements in US Treasury bonds, China's strong countermeasures, and Powell's public statements had all hinted at a shift in direction. I had also predicted that Trump's tariff maneuvering would likely start with a high profile and end quietly; now this trend is gradually becoming evident, and risk assets are also witnessing a reversal.

All along, the biggest challenge facing the US stock market and the cryptocurrency sector has not been a lack of profit opportunities, but rather a lack of certainty that can be held with peace of mind. Trump's erratic policies make the market unpredictable. However, the stronger the market uncertainty, the more prevalent the panic, and thus the greater the potential opportunities. Once everything settles down, a bull market may quietly arrive.

#加密货币总市值重回3万亿

#Strategy增持比特币

Global asset management giant BlackRock has once again increased its Bitcoin holdings, purchasing over 950 BTC in a single transaction.

The world's largest asset management company, BlackRock, has once again increased its Bitcoin position! According to the latest disclosure, the company purchased 954.535 BTC for $84.14 million, with an average purchase price of $88,145 per coin, further solidifying its cryptocurrency strategy.

Founded in New York in 1988, BlackRock manages assets exceeding $10 trillion, with business operations spanning multiple areas including ETFs, active investment, and alternative assets, making its investment trends a focal point in the market. Does this increase indicate BlackRock's recognition of Bitcoin's long-term value? Or is it part of its global asset allocation strategy?

Recently, as institutional investors continue to enter the market, Bitcoin's volatility has intensified, and BlackRock's actions may have a profound impact on the cryptocurrency market. The market is closely watching its subsequent strategies, including whether it will apply for a spot Bitcoin ETF or further expand its holdings.

#Metaplanet增持比特币

Metaplanet continues to expand its Bitcoin holdings, strategically allocating over 4,850 BTC (worth more than 400 million USD)

Recently, Metaplanet has continuously increased its Bitcoin assets, and as of the latest disclosure, its holdings have reached **4,855 BTC** (valued at over **400 million USD** at current market prices), demonstrating the company's firm belief in cryptocurrency as a long-term store of value.

To support this strategic layout, Metaplanet is raising funds through the issuance of **Zero-Coupon Convertible Bonds** and **stock warrants**, systematically incorporating Bitcoin into its corporate balance sheet, with a clear goal of hedging against the depreciation risks of fiat currencies and enhancing long-term capital appreciation potential.

Despite facing **macro volatility** and **regulatory uncertainty** in the market, Metaplanet remains proactive in seizing opportunities to buy on price dips, with its stock price performing strongly during the same period, indicating investor recognition of its differentiated financial strategy.

#Solana激增

Increased supply, will the currency price fall?

$SOL

**Latest Data**: Solana's DEX trading volume surpassed $15 billion in the past 7 days, first exceeding Ethereum and other public chains to take the lead.
**Key Advantages**:
1️⃣ High Throughput and Low Latency: Maintains network stability while achieving millions of TPS
2️⃣ Cost Efficiency: Average transaction fee is only 1/100 of Ethereum
3️⃣ Ecological Explosion: Issuance of Meme coins and interactions with DeFi protocols have surged simultaneously

**Risk Warning**:
• Short-term trading volume is driven by speculation in Meme coins, accounting for over 65%
• There are still some records of block congestion during historical peak periods

#Solana #Blockchain #DEX

#加密市场季度观察

**Latest Data**: Solana's DEX trading volume has surpassed $15 billion in the past 7 days, overtaking Ethereum and other public chains for the first time to rank first.
**Key Advantages**:
1️⃣ High throughput and low latency: Maintains network stability while achieving millions of TPS
2️⃣ Cost efficiency: Average transaction fees are only 1/100 of Ethereum's
3️⃣ Ecological explosion: The issuance of meme coins and the interaction volume of DeFi protocols are surging in sync

**Risk Warning**:
• Short-term trading volume is driven by meme coin speculation, accounting for over 65%
• Historical peak periods still have records of some block congestion

$Solana #Blockchain #DEX

#Solana激增

**Latest Data**: Solana's DEX trading volume has exceeded $15 billion in the past 7 days, surpassing Ethereum and other public chains for the first time to rank first.
**Key Advantages**:
1️⃣ High throughput and low latency: Maintaining a million-level TPS while ensuring network stability
2️⃣ Cost efficiency: Average transaction fees are only 1/100 of Ethereum's
3️⃣ Ecological explosion: A simultaneous surge in meme coin issuance and DeFi protocol interactions

**Risk Warning**:
• Short-term trading volume driven by meme coin speculation accounts for over 65%
• Historical peak periods still have some block congestion records

#Solana #Blockchain #DEX

#国会议员交易限制

### **📢 April 16th Altcoin Observation List 📢**

**🚀 1. ETH Upgrade Approaching (May 7th Implementation)**
- **April 21st** Client will be released, focusing on related sectors:
**LDO, OP, ARB, EIGEN, RPL, FXS, PENDLE, ENA**

**🔥 2. WCT Just Launched on Korean Exchange, Doubled in a Short Time**
- High volatility, high risk, **currently observing**, do not act hastily.

**🎤 3. TRUMP Update: Eric Trump to Attend TOKEN2049 (Dubai)**
- Current trend is weak, **waiting for new information to stimulate** before deciding.

**🇨🇦 4. Canada May Launch Spot Solana ETF This Week (Supports Staking)**
- **SOL Staking Related Attention on JTO**, wait for **around 1.5 for a second bottom** before considering.

**📉 5. CRV Trend is Strong, but Wait for a Pullback to Enter**
- **Ideal Entry Point: 0.532**, do not chase highs, patiently wait for opportunities.

**📌 Strategy: Steady and Solid, do not blindly chase prices, wait for key levels!**
**👀 Continuously observe the market, ready to adjust at any time!**

---

#加拿大推出SolanaETF

### **📢 April 16th Altcoin Watchlist 📢**

🚀 1. $ETH Upgrade Approaching (May 7th Implementation)**
- **Client release on April 21st**, focus on related sectors:
**LDO, OP, ARB, EIGEN, RPL, FXS, PENDLE, ENA**

**🔥 2. WCT Just Launched on Korean Exchange, Doubled in a Short Time**
- High volatility, high risk, **currently on the sidelines**, do not act hastily.

**🎤 3. TRUMP Update: Eric Trump to Attend TOKEN2049 (Dubai)**
- Current trend is weak, **wait for new information to decide**.

**🇨🇦 4. Canada May Launch Spot Solana ETF This Week (Supports Staking)**
- **Focus on JTO for SOL Staking**, wait for **second bottom near 1.5** before considering.

**📉 5. CRV Trend is Strong, but Wait for a Pullback to Enter**
- **Ideal Entry Point: 0.532**, do not chase, patiently wait for opportunities.

**📌 Strategy: Steady and Stable, Do Not Blindly Chase Increases, Wait for Key Levels!**
**👀 Continuously Monitor the Market, Adjust Anytime!**

---

#比特币与美国关税政策

《Trump's Cryptocurrency Strategy: The Financial Game Behind Tariff Purchases》

The White House's move may set a policy precedent—planning to allocate part of tariff revenues to Bitcoin assets? If the news is true, the cryptocurrency market may face severe fluctuations.

The Trump administration's policy direction essentially attempts to include Bitcoin in the category of "national strategic reserves," alongside traditional gold reserves. Compared to El Salvador's attempt to classify Bitcoin as legal tender, if the U.S. implements this policy, it could reshape the underlying logic of the global financial system.

**Market Opinions Show Clear Divergence:**
- **Supporters** argue: In the context of challenges to the dollar's credit system, Bitcoin's fixed total supply of 21 million gives it a natural anti-inflation property, potentially becoming a new type of safe-haven asset.
- **Opponents** warn: Using tariff revenues to allocate high-volatility crypto assets carries policy risks, involving taxpayer fund security and potentially triggering regulatory conflicts and international political games.

Regardless of whether the proposal ultimately materializes, Bitcoin's asset positioning has undergone a historic transformation—from an early "gray market medium" to a discussion subject of national fiscal policy. Its implications are profound: if realized, it could force central banks worldwide to reassess their foreign exchange reserve structures; even if stalled, it has already injected expectations of institutional recognition into the cryptocurrency market. This financial experiment led by the U.S. has an impact far exceeding ordinary market trading behaviors.

$BTC $ETH

#比特币与美国关税政策 #加密货币挖矿

#币安安全见解

【Analysis of U.S. Semiconductor Tariff Policy Dynamics】

I. Key Points of Policy Adjustment:
1. Latest announcement from U.S. Customs:
- Temporary exemption of certain electronic products (mobile phones/computers) from tariffs
- Special tariffs on semiconductors will officially take effect next month

2. Statements from Key Figures:
- Secretary of Commerce Raimondo emphasized that "the policy has phased characteristics"
- Former President Trump stated via social media that "there is room for adjustment in the current policy"

II. Industry Impact Analysis:
1. Dispute over Origin Certification:
- Chinese customs clarified that "the wafer fabrication location serves as the origin of the chips"
- This has led to challenges in supply chain restructuring for some multinational companies (e.g., Texas Instruments)

2. Market Response:
- After China implemented a 34% reciprocal tariff:
• Domestic semiconductor manufacturers' capacity utilization significantly increased
• Companies like Yangtze Memory Technologies adjusted product pricing strategies (approximately 10% increase)
• A phenomenon of localized supply chain substitution emerged

III. Industry Impact Assessment:
The current tariff policy is reshaping the global semiconductor supply chain landscape, and it is recommended that the industry focus on:
1. Evolution of origin certification standards
2. Capacity allocation strategies of multinational companies
3. Price transmission effects in the secondary market

$BTC

【Analysis of U.S. Semiconductor Tariff Policy Dynamics】

I. Key Points of Policy Adjustment:
1. Latest Announcement from U.S. Customs:
- Temporary exemption for certain electronic products (mobile phones/computers) from tariffs
- Special semiconductor tariffs will officially take effect next month

2. Statements from Key Figures:
- Secretary of Commerce Raimondo emphasized that "the policy has a phased characteristic"
- Former President Trump stated via social media that "there is room for adjustment in the current policy"

II. Industry Impact Analysis:
1. Origin Certification Disputes:
- Chinese Customs clarified that "the wafer fabrication site is considered the origin of the chip"
- This has led to challenges in supply chain restructuring for some multinational companies (e.g., Texas Instruments)

2. Market Reactions:
- After China implemented a 34% reciprocal tariff:
• The capacity utilization rate of domestic semiconductor manufacturers significantly increased
• Companies like Yangtze Memory Technologies adjusted product pricing strategies (approximately 10% increase)
• A phenomenon of supply chain localization substitution has emerged

III. Industry Impact Assessment:
The current tariff policy is reshaping the global semiconductor supply chain landscape; it is recommended that the industry pay attention to:
1. Evolution of origin certification standards
2. Capacity allocation strategies of multinational companies
3. Secondary market price transmission effects

#美国半导体关税

【Dynamic Analysis of U.S. Semiconductor Tariff Policy】

I. Key Points of Policy Adjustment:
1. Latest Announcement from U.S. Customs:
- Temporary exemption of tariffs on certain electronic products (mobile phones/computers)
- Special tariffs on semiconductors will officially take effect next month

2. Statements from Key Figures:
- Secretary of Commerce Raimondo emphasized that "the policy has a phased characteristic"
- Former President Trump expressed through social media that "there is room for adjustment in the current policy"

II. Industry Impact Analysis:
1. Origin Certification Dispute:
- Chinese Customs clarified that "the wafer fabrication site is considered the origin of the chip"
- This leads to challenges for some multinational companies (such as Texas Instruments) in supply chain reconstruction

2. Market Response:
- After China implemented a 34% reciprocal tariff:
• Domestic semiconductor manufacturers have significantly increased capacity utilization
• Companies like Yangtze Memory Technologies adjusted product pricing strategies (approximately 10% increase)
• A phenomenon of localized supply chain substitution has emerged

III. Industry Impact Assessment:
The current tariff policy is reshaping the global semiconductor supply chain landscape, and it is recommended that the industry pays attention to:
1. Evolution of origin certification standards
2. Capacity allocation strategies of multinational companies
3. Price transmission effects in the secondary market

$BTC

Still waiting for 90,000 brothers, sisters, and siblings, keep up the energy
#btc

$FARTCOIN Shorting has been losing money 🥲

#特朗普暂停新关税

The latest CPI data from the United States recorded at 2.4%, significantly lower than previous levels. It is noteworthy that after the release of this data, the market reaction was muted, with Bitcoin prices not showing any uplift and the Nasdaq index continuing to be under pressure, reflecting doubts about the credibility of the data.

From a policy logic analysis:
1. **Tariff-induced inflation easing**: The inflation pressure previously driven by tariffs has gradually been digested.
2. **Policy target approaching**: The current CPI (2.4%) is close to the Federal Reserve's 2% policy target.
3. **Recession risks still exist**: Signs of economic slowdown still constitute a motive for policy adjustments.

Based on the above factors, the assessment of the Federal Reserve's interest rate cut window period:
- **Baseline scenario**: Start the interest rate cut cycle in May-June (probability 65%)
- **Conservative scenario**: Implement by July at the latest (probability 25%)
- **Policy flexibility**: The Federal Reserve may smooth the policy transition through expectation management.

#加密市场反弹

The latest CPI data from the U.S. recorded at 2.4%, significantly lower than previous levels. It is noteworthy that after the release of this data, the market reacted calmly, with Bitcoin prices showing no boost, and the Nasdaq index continuing to be under pressure, reflecting market skepticism about the credibility of the data.

From a policy logic analysis:
1. **Tariff Inflation Easing**: The inflationary pressure caused by tariffs has gradually been digested.
2. **Policy Target Approaching**: The current CPI (2.4%) is close to the Federal Reserve's 2% policy target.
3. **Recession Risk Persists**: Signs of economic slowdown still constitute a motive for policy adjustment.

Based on the above factors, the assessment of the Federal Reserve's interest rate cut window period:
- **Baseline Scenario**: Start of the interest rate cut cycle in May-June (Probability 65%)
- **Conservative Scenario**: Implementation by July at the latest (Probability 25%)
- **Policy Flexibility**: The Federal Reserve may smooth the policy transition through expectation management.

#保护你的资产

The latest CPI data from the United States recorded at 2.4%, significantly lower than previous levels. It is worth noting that after the release of this data, the market response was muted, with Bitcoin prices showing no uplift, and the Nasdaq index continuing to be under pressure, reflecting doubts about the credibility of the data.

From a policy logic analysis:
1. **Tariff inflation easing**: The inflation pressures that were initially driven up by tariffs have gradually been digested.
2. **Policy target approaching**: The current CPI (2.4%) is close to the Federal Reserve's 2% policy target.
3. **Recession risks remain**: Signs of economic slowdown still constitute a motive for policy adjustment.

Based on the above factors, the assessment of the Federal Reserve's interest rate cut window period:
- **Baseline scenario**: Initiate the rate cut cycle in May-June (probability 65%)
- **Conservative scenario**: Implement at the latest by July (probability 25%)
- **Policy flexibility**: The Federal Reserve may smooth the policy transition through expectation management.