185614226833336196934832970182614 《The God of Grain Says》Privacy Sector is About to Rise, Buy Boldly
I. Market Sentiment Shift Under Regulatory Game 1. Marginal Relaxation of EU MiCA Regulations On April 25, 2025, the EU Financial Regulatory Authority stated that compliant exchanges are allowed to provide isolated custodial accounts for privacy coins, alleviating previous market concerns about the comprehensive delisting of privacy coins. Although exchanges like Binance have not yet resumed XMR spot trading, the liquidity of derivative contracts has rebounded to 73% of the level before the delisting in 2024.
2. Institutional Capital Flowing into Privacy Sector On-chain data shows that on April 26, a Swiss asset management institution purchased 115,000 XMR (approximately $20.5 million) through over-the-counter trading, marking the largest single institutional investment in the privacy coin sector in 2025.
II. Leverage Effect in the Contract Market Amplifies Volatility 1. Extreme Divergence in Long and Short Positions As of April 27, the funding rate for XMR perpetual contracts reached 0.15%/8 hours (annualized 219%), indicating crowded long positions. When the price broke through the key resistance level of $190, about $23 million in short positions were liquidated, resulting in an instantaneous increase of 8.7% in a single day.
2. Rotation Effect in the Privacy Sector During the same period, Zcash (ZEC) fell by 12% due to heightened regulatory scrutiny, with some funds shifting to XMR in search of alternative investments. Data on the market capitalization share of privacy coins shows that XMR's share climbed from 41% in early April to 51%, reinforcing its leading position in the sector and attracting trend traders.
Summary The abnormal movement of XMR is the result of the combined effect of expectations for technological upgrades, marginal improvements in regulation, and leverage games in contracts. The privacy sector has been down for so long; it should be revived. My grain fans, buy boldly, and I recommend contract traders keep their leverage ratio within 3 times and set dynamic take-profit and stop-loss.
"Mai God Says" Analysis and Discussion on Alpaca (Llama) Market Maker Thinking Using Deepseek.
$ALPACA $BTC $ETH The coin experienced over a tenfold increase (from $0.029 to above $0.3) between April 25 and 27, 2025; the logic behind this surge and current operational recommendations can be analyzed from the following professional perspectives: 1. Core reasons for the surge. 1. Market maker control and funding rate harvesting. - The top 10 addresses hold over 60% of the shares, and the market maker is harvesting shorts by raising spot prices in conjunction with high funding rates in the futures market (annualized at 16%). Futures positions surged from $7.5 million to $100 million, far exceeding the spot market cap ($26 million), forming a 'long-short game amplifier.' Shorts are forced to close positions due to continuous losses from funding rates, pushing prices up.
This small bull market leading coin will only continue to reach new highs. It has already broken out of the circle. Don't be afraid, I am with you, with a position even larger than yours.
发财狮王
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Bullish
Get up and see that the voxel has broken through, decisively follow in $VOXEL
I no longer have any mental barriers. Four days ago, I hit 1.1 million dollars and had a drawdown to 750,000. Now, I've made it back to 1 million dollars in profit. I'm preparing a new account. I'll cash out tomorrow and continue to open a new account with 10,000 USDT. It's been a month since I started 😂 taking big risks with small amounts.
$BTC $ETH $HIVE 《God of Grain Says》HIVE has started to consolidate, is it really the true god? The manifestation will be seen within three days.
In the early morning, the funding rate for HIVE began to decrease, dropping from -2, -1.6, -1 and continuing to decline. From the four-hour and six-hour charts, there is a demand for adjustment, so I have stepped back to observe for a while.
The next three days are the best time to see if it is a major altcoin. If it consolidates and then breaks through the previous high, and the funding rate returns to -2, I will invest with my eyes closed. If a large-scale correction begins, it means this has ended. There is no need to pay attention to HIVE anymore.
I have chosen to observe and keep an eye on the God of Grain to avoid getting lost.
After operating this coin for a day, it's mostly about setting up long positions in the last two hours before settlement, with stop losses, and exiting in the last minute. I took three waves, but definitely avoid the fees because the market maker is also incurring fees. After they finish incurring fees, immediately close the long positions; we don't know when they might crash. It's safer to wait for two hours after they incur the fees before deciding whether to enter a long position.
Also, when the market is being dumped, check if the fees have dropped; if they have, it's basically over. If they remain, then look for opportunities to enter.
$BTC $XRP $HIVE 《God of Wheat Says》HIVE, will it be the next TRB? Rise until you are convinced
Do you still remember how TRB grew? It reached a market value of over 10 billion in just a few days. This HIVE is clearly being manipulated, with the operators pulling the spot price up, opening long contracts, and then making money on the contracts before pulling the spot price again. There's seemingly no ceiling, it all depends on the operators' mood. The spot price is about fifteen percent higher than the contracts. I haven't seen this phenomenon in a long time.
HIVE is a fork of STEEM, the operators have already accumulated enough chips, it just depends on how they choose to pump it. Personally, I think as long as the funding rate stays at -2, it's fine to hold. If it loosens up, then it's time to run. Two days of funding fees will cover the cost.
I will enter the market first; you can decide for yourselves. Let me say it again, I’m only sharing my experience; trading has always been a personal matter, please be responsible for your money.
As long as the scammers shout orders, they all want to cut you. Look at the xvg he recommended in his article, it just plummeted right after he finished writing. The same goes for zen. He is used to being a scammer.
I haven't been able to post for a long time because I'm lazy. When I achieve my goals, I don't want to write articles anymore. I don't want to write anymore because I'm always scolded.
Below, let me talk about my logic:
First: Grayscale submitted an application to the US SEC, and Binance removed it from the observation period a few months ago, which shows that there is capital behind it.
Second: Zen is a POW coin, with a total of 21 million like BTC. It has just completed the halving, which is good news, unlike many coins with unlimited inflation now.
Third: Grayscale has recently increased its holdings of Zen against the trend. It bought 76,000 the day before yesterday and 170,000 directly yesterday. A total of 880,000 coins are held. Grayscale's large holdings are also sought after by the market.
Fourth: Zen 2.0 will be upgraded. After the upgrade, the ZK EVM chain will be built. The time is about January-February 2025. After the upgrade, the token ZKV will be airdropped, and there is an airdrop expectation.
Fifth: The monthly line has just been broken, and it has been independent recently, indicating that a big dealer has come in. Zen is the smallest market value among all the independent trust coins of Grayscale. The others are basically tens of billions of US dollars. Zen is only 200 million US dollars now. 50 times, 10 billion US dollars is very likely. Zen is much stronger than many tens of billions of currencies now.
Sixth: Who is the backstage of ZEN? It is a group of miners at the top of the food chain. The ability of miners to pull the market can be referred to Bitcoin and Ethereum!
Can I still hold it?
I think that breaking through 170 is just the beginning. This coin is very likely to break through 600 or 1000. If you are optimistic, just hold it. I plan to hold it for a long time. Bet a hundred times.
$BTC $ETH $XVG 《麦神说》The only true god recently, XVG
gft has been delisted. Many people came to me and said I was a liar. I laughed. I recommended a coin half a year ago. Can I predict that this coin will be delisted by Binance? Can I predict that it will be issued more? You are really leeks. Every coin has its birth, aging, sickness and death, including Ethereum. In the long run, it is hard to say whether Ethereum will still exist in 20 years. Ethereum has been delisted. Are you also going to find V God to scold him? Stupid.
Let me talk about the coin I have taken a fancy to recently, xvg. This coin has a 100-fold appreciation space, I said. Payment + anonymity + meme. The payment sector is the only place that can accommodate large amounts of funds from Wall Street. The US dollar hegemony must be linked to the big cake. If Wall Street's money wants to enter the currency circle, it must be a coin controlled by Jewish capital. Ripple has been launched. Behind Ripple is the figure of the Federal Reserve, which is controlled by the Rothschild family. So in the past few days, Ripple has risen more than the copycats. Ripple is going to be the second largest in market value, surpassing Ethereum.
So the payment sector is a big piece of cake. XVG has a market value of more than 10 billion RMB, 100% circulation, and various buffs are stacked. It is easy to reach a market value of 100 billion. If you don't believe it, let's go and see. The meme concept has been retired, and it will be played again in the middle of next year. #Layer1公链普涨 #RWA板块普涨 #下一个换谁涨? #微软比特币投资投票案
$BTC $ETH $SOL "The God of Wheat Speaks" Looking at the Future of the Cryptocurrency World from the Collapse of Maotai
This year, Maotai has collapsed. Both stock prices and liquor prices have fallen. Today, looking at Pinduoduo's 10 billion subsidies, the bulk price of Feitian Maotai once exceeded 2100 yuan/bottle, while the original box price is about 2300 yuan/bottle. From around 3000 at the beginning of the year, it has dropped nearly a thousand, a drop of one-third; next year you will see Maotai at 1499.
The collapse of Maotai's faith has three factors:
First is the collapse of the real estate market. There is an old saying, "Cigarettes build bridges, liquor paves the way." In the past, real estate projects were an important area for consuming Maotai liquor. Real estate affects the development of hundreds of industries; if fewer houses are built, there will be no consumption of Maotai.
Second is the game between Maotai Group and its distributors. Previously, most of Maotai's profits went to the distributors. The factory price of Maotai is 969 yuan, and then the manufacturer's suggested retail price is 1499 yuan/bottle. Now, Maotai is opening its own channels and seeing profits soar, which is actually akin to killing the goose that lays the golden eggs. The distributor channels are Maotai's moat and foundation; if the channels are destroyed, Maotai will undoubtedly collapse.
Third is the difficulty in distinguishing real from fake Maotai liquor. The incident of three sheep selling fake liquor merely acted as a catalyst, making the public aware that the market is filled with various counterfeit liquors like needle hole liquor and拔头酒, and even official testing agencies cannot detect them, making it very hard for the public to defend their rights. As a high-end luxury liquor in China, it’s shocking that the official channels are unreliable, with ninety percent of the circulating market being fake liquor, and platforms like Douyin and Pinduoduo mix real and fake products.
During a market downturn, previously stable assets like Prado, Rolex, Maotai, and Pianzihuang will not maintain their value. The added value attached to these prices is just a bubble. When various reasons lead to the bubble being popped, the myth of Maotai liquor will naturally be shattered.
Looking at the cryptocurrency world, the same logic applies. The deities of the last cycle: Ethereum, ETH. It won’t go to zero; ten or twenty years from now, there will still be Ethereum. It's hard to say. In my understanding, there are only two types of cryptocurrencies in the world: Bitcoin and shanzhai (counterfeit). Bitcoin is the only true god in the cryptocurrency world. Other coins, including what you consider valuable like ETH, Sol, etc., will disappear into the annals of history. Please protect your Bitcoin well, and don’t be scammed out of it.
Follow the God of Wheat to avoid getting lost, embrace memes and live in the palace. #市场波动,加仓还是观望? #XRP市场价格动向
From the Death of Moutai to the Future of the Cryptocurrency World
$BTC $ETH $SOL Moutai has collapsed, and the myth has been shattered. Here we refer to Moutai as the 53-degree Flying Fairy Moutai. Other types like Moutai Prince liquor, Moutai Welcoming liquor, and Lai Moutai can only be considered as ordinary liquor. As for the 53-degree Flying Fairy Moutai, it has been a super-preserved investment product for a long time, in the past decade or two, and can be regarded as hard currency, enjoying the same status as gold and other precious metals. However, recently Moutai has collapsed. Both stock price and liquor price have dropped. In terms of liquor price, the decline is the most apparent. Today, looking at Pinduoduo's billions in subsidies, the bulk price of Flying Fairy Moutai once exceeded 2100 yuan per bottle, while the original box price was about 2300 yuan per bottle. It has dropped nearly a thousand from around 3000 at the beginning of the year, losing a third; next year you will see Moutai at 1499 yuan.
$BTC $ETH $TROY "What the God of Wheat Says" Why Bitcoin is expected to exceed 1 million dollars in the long term?
To trace back to nearly 400 years of modern world history, we need to review the three evolutions and expansions from gold, to the dollar, to Bitcoin. To outpace those around you, this necessary historical sensitivity must be deeply felt on your own.
We need to learn from Dalio's explanation of crises and the ability to leverage crises in the 'Debt Crisis', and to adopt Buffett's long-term investment values. We must believe that today's Trump and Musk possess such profound insights.
Next, Bitcoin will inevitably play a more important role. The U.S. government is setting a new agenda by establishing new rules of the game. If the government starts holding Bitcoin, it will rapidly advance the process of Bitcoin replacing gold, alleviate the dollar debt crisis, and may even lead to a trend towards a Bitcoin standard.
We were once thrilled to see Bitcoin at $10,000. However, the current Bitcoin breaking through $100,000 is just the beginning; many years later, looking back at today's price will merely be seen as standing at the foot of the mountain.
In the near future, one coin will equal one Beijing apartment, it's not a dream, and it will be achieved within ten years. Follow the God of Wheat, and you won't get lost; embrace memes and live in the palace. #BNBChain生态MEME币发力 #XRP市场价格动向 #比特币盘整分析 #GameFi板块信号