Wall Street has gained actual control over Bitcoin, and miners no longer have the ability to influence the market. This is something I have been emphasizing over the past year, and it is also the reason why I have asserted that Bitcoin will enter a small peak before the halving. Brother Zhao’s visit to the United States means that the ETF application must be approved, although this sounds like It's like a conspiracy that has been laid out for a long time, but it is a conspiracy. When people were still talking about how they would not take over Bitcoin at a high price, Wall Street already had actual control over Bitcoin. This is the reality. They can influence the market, not only the crypto market, but they can influence the world's rich businessmen and celebrities, and even wars. In previous articles, I have emphasized many times that the market value of Bitcoin is as simple as buying a stuffed toy for them to play with. I also firmly believe that they are not targeting the three walnuts and two dates in our hands and spending several years planning to use their century-old reputation to endorse Bitcoin. They must be targeting wealthy businessmen and celebrities. Is it really impossible to apply for approval five years ago? Obviously it can be applied for approval, but at that time, miners' income could influence the market, and applying for approval before this halving means that miners have lost their ability to influence the market. You may not believe it, but the fact is that Wall Street is about to control a financial world that exists with the Internet, and it is still a year-round engine. As long as they use some tricks to let giants such as Google, Apple, Microsoft, and Buffett buy and store them, technology companies and wealthy people around the world will follow suit. This is the trend. Do you think this is enough? After they promote Bitcoin to the altar, they will also promote the tokenization of real assets. This is a trillion-dollar market. #内容挖坑 #BTC $BTC $BNB $SOL
Recently, I talked about real estate with a friend who owns many properties. My advice to him is to give up most of his properties, as real estate cannot outperform most assets. In any country, real estate is a livelihood issue. When I first started, I dealt with real estate, and now I think it has been 15 years; back then, the news about real estate was all about living, not speculation.
For people in the country, allocating some assets related to rare mineral metals, or even buying A-shares, is much better than holding a large amount of real estate. From an economic perspective, we will surely focus on strengthening finance for a long time, and tariff issues will not affect our overall economic direction; tariffs are relatively minor issues compared to (T) problems for the domestic economy.
The country has been talking about developing the service industry, and actually, the next statement tells everyone that we should follow the path of strengthening finance in the future. The service industry and finance are complementary, and with the arrival of artificial intelligence, many governments will shift towards an energy-based society. Allocating some rare resources will definitely yield better returns than most real estate, plus Europe and the United States will focus on large-scale infrastructure projects in the next ten years.
For the cryptocurrency space, from now on, focusing on the infrastructure advantages of public chains can support how many stablecoins, DeFi, and RWA infrastructure are all good investment directions. Based on my current limited understanding, Ethereum is far ahead among all public chains; its decentralization and modular systems like L2 and L3 surpass all other public chains. It's like the J-10C carrying the PL-15 against the Rafale; the J-10C itself is not as good as the Rafale, but its modular synergy efficiency far exceeds that of the Rafale.
Do not pay too much attention to Bitcoin being at 100,000 USD now; Bitcoin's unexpected returns will gradually weaken, and it also carries the risk of leveraged loans like MicroStrategy that have not been released or resolved.
Based on the market capitalization of the cryptocurrency sector, Ethereum's market value is severely underestimated, the home of DeFi, the production materials for RWA and stablecoins. Stablecoin legislation serves as the soil for Ethereum's modular structure and a solid DeFi infrastructure.
Based solely on stablecoin legislation and the total market capitalization of the cryptocurrency market, Ethereum has been severely undervalued. Ethereum is the means of production for the virtual economy. Currently, Ethereum's market value is significantly underestimated, because the valuation paradigm in the cryptocurrency market has not yet shifted from the logic of mined coins to the logic of government bonds.
Interestingly, the Ethereum team is not a startup, but people always tend to view Ethereum from a commercial company perspective. Once Ethereum is truly valued as a decentralized sovereign asset, its value will undergo a qualitative change.
Based on market capitalization ratio, Ethereum is currently severely undervalued ~
Since the start of tariffs, I have been saying that the country needs to expand arms sales, and I didn't expect it to come so quickly. For third world countries, the gap in weaponry technology is too large, and the entire military system's technological gap is also too significant. Domestically, especially in the field of drone combat systems, there is an overwhelming advantage globally. Every time I see some regions engaging in geopolitical maneuvers around me, I worry for them; these regions do not realize they are plucking fur from a tiger's mouth. If there are truly hawkish figures domestically, these countries will not even be able to see people, and their own military power will vanish.
In the future, the domestic strategy will basically be to expand arms sales, strengthen the service industry, and bolster finance. By 2035, the Shanghai Composite Index should reach above 10,000 points, possibly even earlier by 2030, due to economic curve issues.
Buying A shares may see the Shanghai Composite Index reach around 6000 points within three years, and possibly above 10000 points by 2035. Trump's tariffs may seem tough, but they are actually a strategic contraction, similar to how Trump initially reduced tariffs on a quarter of electronic products, and the recent events between India and Pakistan show that the Americans are strategically contracting.
Previously mentioned the Americans' strategic contraction, we need to sell military equipment with our high-quality productivity. Now the opportunity has come, although I don't particularly like to see war, I believe that taking down a few fighter jets is just a drizzle, and the PL-15 is also an older model air-to-air missile, which I recall has a definite effective range of 150 kilometers; fourth-generation aircraft basically have no ability to escape within that range. The J-10C is also interesting with a cannon mounted, the gap in weaponry is too large, and it's not surprising that India is struggling; this product was not designed for India in the first place. India should stay calm and not engage in maritime conflicts; Pakistan's navy should still have a scaled-down version of the YJ-21 anti-ship missile ~
In the upcoming stablecoin war, POS chains have just emerged, while Ethereum remains the stablecoin of choice due to its stable and complete DeFi facilities. Especially, L2 will show greater potential in the future for stablecoin and RWA application scenarios.
For blockchain finance moving towards application, everything is just beginning. As U.S. Treasury Secretary Yellen said, cryptocurrencies have a $2 trillion stablecoin exposure, but talking about this issue with most people is like talking to a brick wall. Most people's failures do not stem from market declines or rises, but rather from their inability to see the potential and direction of the future market. Even if someone tells you what to do tomorrow, you will only care about whether today is up or down.
I remember last year discussing Buffett holding a large amount of cash; history gave him an opportunity for one last dance in his life, but at that time, the comments believed he was too old. Currently, Ethereum is the production material for stablecoins in the crypto world, and this is an opportunity for everyone. When stablecoins rapidly expand to ten thousand dollars, come back and look at today’s post again, and compare the market cap of POS chains with that of Bitcoin.
Let's take a look at what the leading exchanges are doing on Ethereum. Coinbase is conducting a trial for tokenizing US assets with Base, while OKX chooses the X chain for payments, sharing security and settlement layers with the Ethereum mainnet. BlackRock's first tokenized fund, BUIDL, is also deployed on the Ethereum mainnet.
The absolute dominance of the stablecoin market is also held within the Ethereum ecosystem, with leading stablecoins like USDC, USDT, and DAI primarily issued on Ethereum or its L2. On-chain clearing and settlement, as well as DeFi applications, all rely on the ETH ecosystem.
Although on-chain applications still appear insufficient at the moment, the fundamental issue lies not in technology, but in the incomplete alignment with laws and regulations. The lack of a clear legal framework makes it difficult for traditional finance and government capital to enter on a large scale. However, once stablecoin legislation and RWA compliance mechanisms are established, Ethereum will unleash tremendous systemic coordination potential.
The future will certainly not be simply guiding on-site funds to speculate on memes; the foundational layer of systemic coordination will dominate the economic growth trends of public chains. Everyone's investment logic will change as asset tokenization transforms, not only will the United States launch a legitimate stablecoin framework, but other countries will also compete for this high ground.
Buying A shares may see the Shanghai Composite Index reach around 6000 points within three years, and possibly above 10000 points by 2035. Trump's tariffs may seem tough, but they are actually a strategic contraction, similar to how Trump initially reduced tariffs on a quarter of electronic products, and the recent events between India and Pakistan show that the Americans are strategically contracting.
Previously mentioned the Americans' strategic contraction, we need to sell military equipment with our high-quality productivity. Now the opportunity has come, although I don't particularly like to see war, I believe that taking down a few fighter jets is just a drizzle, and the PL-15 is also an older model air-to-air missile, which I recall has a definite effective range of 150 kilometers; fourth-generation aircraft basically have no ability to escape within that range. The J-10C is also interesting with a cannon mounted, the gap in weaponry is too large, and it's not surprising that India is struggling; this product was not designed for India in the first place. India should stay calm and not engage in maritime conflicts; Pakistan's navy should still have a scaled-down version of the YJ-21 anti-ship missile ~
Trump encouraged students to go to construction sites and workshops at the graduation ceremony. We talked about the US's large-scale infrastructure before. I originally thought that the US would use illegal immigrants to issue "blue-collar work visas" for large-scale infrastructure, but I didn't expect that Trump would do "American-style informed rural development" ~
Trump's tariff policy, although controversial in tactics, has indeed strategically pushed the global economy towards de-dollarization and diversified supply chains. Over the past century, the United States has relied on its vast domestic market, industrial capabilities, and dollar hegemony, almost pulling the global economy with a single thread. Especially after the Bretton Woods system, the dollar has not only been a settlement currency but has also become a reserve asset, debt instrument, and political weapon.
The tariff war initiated by Trump has, to some extent, forced countries to rethink their dependence on the U.S., and has compelled global capital and industrial chains to reorganize, with Southeast Asia, India, the Middle East, and even Africa gradually becoming alternative factories or financial channels. The U.S. is no longer the sole global engine, although it remains the strongest one.
Next-generation infrastructure is being restructured, and new economic forms such as decentralized finance, digital currencies, and cross-chain assets are building a diverse economic system for the post-dollar era. The future global economy will be driven by multiple sources of power, unfolding a new order reconstruction amidst a multipolar power structure and resonance with digital technology.
Honestly, I do not like the ideological confrontation present in today's world; I believe it hinders the rights of every individual. I often hear about how to drop a bomb on someone else’s home, how to promote one's ideology in a poverty-stricken area, how to impose sanctions, and how to label a country as an illegal state. This systemic inequality fundamentally obstructs ordinary people and ordinary nations from pursuing dignity and the right to development.
Since I was very young, I have seen the chaos in the Middle East, and to this day, it remains chaotic. The most heartbreaking thing is not the war itself, but the fact that this logic is taken for granted, and even packaged as 'humanitarian intervention.'
【Macquarie: The US Dollar is Unlikely to Fully Reverse Recent Declines】Golden Finance reports that Macquarie strategist Thierry Wizman stated in a report that even if the Trump administration lifts all tariffs, the US dollar is unlikely to fully reverse its recent losses. He said, "After all, aside from capital flight, considering the decline in the integrity of some US institutions and systems, it is necessary to reduce dependence on the US dollar. The dollar will no longer be an essential currency, but rather a substitute for a few comparable currencies like the euro."
Let's take a look at what the leading exchanges are doing on Ethereum. Coinbase is conducting a trial for tokenizing US assets with Base, while OKX chooses the X chain for payments, sharing security and settlement layers with the Ethereum mainnet. BlackRock's first tokenized fund, BUIDL, is also deployed on the Ethereum mainnet.
The absolute dominance of the stablecoin market is also held within the Ethereum ecosystem, with leading stablecoins like USDC, USDT, and DAI primarily issued on Ethereum or its L2. On-chain clearing and settlement, as well as DeFi applications, all rely on the ETH ecosystem.
Although on-chain applications still appear insufficient at the moment, the fundamental issue lies not in technology, but in the incomplete alignment with laws and regulations. The lack of a clear legal framework makes it difficult for traditional finance and government capital to enter on a large scale. However, once stablecoin legislation and RWA compliance mechanisms are established, Ethereum will unleash tremendous systemic coordination potential.
The future will certainly not be simply guiding on-site funds to speculate on memes; the foundational layer of systemic coordination will dominate the economic growth trends of public chains. Everyone's investment logic will change as asset tokenization transforms, not only will the United States launch a legitimate stablecoin framework, but other countries will also compete for this high ground.
Based solely on stablecoin legislation and the total market capitalization of the cryptocurrency market, Ethereum has been severely undervalued. Ethereum is the means of production for the virtual economy. Currently, Ethereum's market value is significantly underestimated, because the valuation paradigm in the cryptocurrency market has not yet shifted from the logic of mined coins to the logic of government bonds.
Interestingly, the Ethereum team is not a startup, but people always tend to view Ethereum from a commercial company perspective. Once Ethereum is truly valued as a decentralized sovereign asset, its value will undergo a qualitative change.
Based on market capitalization ratio, Ethereum is currently severely undervalued ~
Based solely on stablecoin legislation and the total market capitalization of the cryptocurrency market, Ethereum has been severely undervalued. Ethereum is the means of production for the virtual economy. Currently, Ethereum's market value is significantly underestimated, because the valuation paradigm in the cryptocurrency market has not yet shifted from the logic of mined coins to the logic of government bonds.
Interestingly, the Ethereum team is not a startup, but people always tend to view Ethereum from a commercial company perspective. Once Ethereum is truly valued as a decentralized sovereign asset, its value will undergo a qualitative change.
Based on market capitalization ratio, Ethereum is currently severely undervalued ~
Trump is once again shifting blame to the retired old man. The short-term domestic demand growth brought by tariffs is easily understandable; tariffs come at the cost of weakening global division of labor, which is the core source of modern economic efficiency. The Americans are now relying on tariffs to boost domestic demand, which is essentially a self-destructive attempt at de-globalization.
The GDP's steep decline should be somewhat exaggerated. The Americans are determined to adjust the long-term industrial structure with tariffs, which, in the long run, will decrease international competitiveness and is not conducive to long-term industrial repatriation.
In the future, global capital flows will increasingly shift towards regional cooperation systems such as Asia-Pacific + ASEAN + Middle East + Latin America. The trend of the Americans' systemic marginalization will intensify. The post-World War II world, dominated by a unipolar economic entity, will transition to a multipolar structure, creating a new world economic map characterized by multiple centers, multiple currencies, and multiple nodes. In the long run, this is a good thing for everyone, and any industry, including the cryptocurrency sector, will benefit from a diversified economic world.
The U.S. GDP has experienced a cliff-like negative growth. In my view, the global economy has long been facing significant problems. For the past decade or so, the global economy has essentially been sustained by a combination of excessive issuance, leniency, and asset bubbles, remaining in a low-growth phase. The U.S., Europe, and Japan have all fallen into a quagmire of low growth, low inflation, and high debt— the three lows and one high— relying on financialization, debt expansion, and technological monopolies to maintain the illusion of growth. In contrast, the domestic economy can still maintain systemic expansion in areas such as infrastructure, manufacturing, digitization, and supply chains, which is indeed an extremely rare phenomenon in economic history.~
The U.S. GDP has experienced a cliff-like negative growth. In my view, the global economy has long been facing significant problems. For the past decade or so, the global economy has essentially been sustained by a combination of excessive issuance, leniency, and asset bubbles, remaining in a low-growth phase. The U.S., Europe, and Japan have all fallen into a quagmire of low growth, low inflation, and high debt— the three lows and one high— relying on financialization, debt expansion, and technological monopolies to maintain the illusion of growth. In contrast, the domestic economy can still maintain systemic expansion in areas such as infrastructure, manufacturing, digitization, and supply chains, which is indeed an extremely rare phenomenon in economic history.~
There is nothing to review about this delisted coin; just remember that delisted coins are all cleaned plates, and highly controlled funds can lead to losses whether they are sold from the left hand or the right hand.
I have seen some outrageous old coins that used to be very popular. In the end, before delisting, the project team destroyed more than 90% of the tokens. After destroying 90% of the tokens, the project team still had tokens left to pump the price. It's best to avoid such coins to respect yourself the most.~
There is no technical or news aspect to this; such old bad coins are analyzed daily in terms of technicals and news. Either you are playing against them, or they are genuinely foolish and losing every day. In this circle, there are some things that are better left untouched. Also, for my old fans who were fooled into using over ten times leverage by scams and ended up with tens of millions, you’ve all gone mad. I can’t stop you, nor do I want to persuade you; wanting to earn tens of millions in a scam coin is madness.~
Yesterday I thought I would give you a lesson before ALPACA's delisting time; pulling 100% is very easy, but this guy actually pulled over 400%, truly impressive.
When I looked at it yesterday, the circulating market value was $20 million. From the daily K chart, this guy mentioned the news of a share increase when he released it, just to mess with you all. In this kind of market, over 95% of the chips are in the hands of the project party, cleaned out completely. The delisting and share increase news were just to give you a lesson; there’s no technical aspect, it’s just to teach you a lesson.
At that time, I advised you to play around when the liquidity was low early on the weekend, try not to touch it. When he hasn’t shown any good options, just by looking at the hot list every day, you’ll know that before the delisting time, it’s time to give you a lesson. I reminded you that before the delisting time, casually pulling 100% is common. Traders who play in this kind of market don’t even need to look at his trades; they basically incur losses year-round. Decisions made by the mind determine what the body does. Those who led you to short in the past few days are all fools~
Yesterday I thought I would give you a lesson before ALPACA's delisting time; pulling 100% is very easy, but this guy actually pulled over 400%, truly impressive.
When I looked at it yesterday, the circulating market value was $20 million. From the daily K chart, this guy mentioned the news of a share increase when he released it, just to mess with you all. In this kind of market, over 95% of the chips are in the hands of the project party, cleaned out completely. The delisting and share increase news were just to give you a lesson; there’s no technical aspect, it’s just to teach you a lesson.
At that time, I advised you to play around when the liquidity was low early on the weekend, try not to touch it. When he hasn’t shown any good options, just by looking at the hot list every day, you’ll know that before the delisting time, it’s time to give you a lesson. I reminded you that before the delisting time, casually pulling 100% is common. Traders who play in this kind of market don’t even need to look at his trades; they basically incur losses year-round. Decisions made by the mind determine what the body does. Those who led you to short in the past few days are all fools~
This small-cap coin is trying to do big things, going back and forth on the trending list every day, and there aren't many floating tokens for this coin outside. It's not impossible to put in another 100% spike before delisting.
Don't touch Alpaca if your mind is a bit normal, advice won't be listened to, anyone who told you to short yesterday has a problem with their mind~
$BTC $ETH $ALPACA
刘多鱼
--
Bullish
Does this market maker AlPACA trade based on my posts?
Shorted more than ten points at 11 PM, and shorted again after 2 AM, also dropping more than ten points.
It's best to avoid coins like this; anyone who trades these kinds of coins is basically long-term losing money without even checking their accounts. No normal trader would put themselves in a high-risk token like this. This dead market is really interesting; most of the chips are in their own hands while they release news to attract people to short. If your mind is even somewhat normal, avoid this kind of market. It seems like it's still a state-run market, so definitely avoid it~
How did ALPACA advise you at that time? If you want to play during the weekends when liquidity is the lowest,
I told you yesterday that a small horse can easily pull a big cart and can still put in another 100% needle. Avoid this kind of market; being stubborn will get you wrecked. I've already told you that there are basically no floating funds outside of this kind of market, and as for what the project parties say about increasing issuance, it's just to tease you~
$ALPACA
刘多鱼
--
Bullish
This small-cap coin is trying to do big things, going back and forth on the trending list every day, and there aren't many floating tokens for this coin outside. It's not impossible to put in another 100% spike before delisting.
How to say Alpaca? Does it make sense for a pony to pull a big cart? Who still believes that a drop will always follow a pull down? I'll blow your minds~
This small-cap coin is trying to do big things, going back and forth on the trending list every day, and there aren't many floating tokens for this coin outside. It's not impossible to put in another 100% spike before delisting.
To be honest, when I saw this news, my heart really couldn't calm down for a long time.
White Swan -160, from 2010 to 2013, it was my computer wallpaper. The stern white fuselage, elegant variable-sweep wings, and roaring twin-engine exhaust represent the last industrial romance of the Soviet Union, like a raptor soaring in the sky, embodying the power and aesthetics of the imperial twilight.
So what happened? An American aircraft, with a dismantling fee of less than three million dollars, and Ukraine really took cutting machines and excavators to dismantle these dream machines one by one. It’s not because they can’t fight back, it’s a voluntary surrender; it’s not being defeated by the opponent, but being “persuaded” step by step by dollars and promises.
What truly breaks the heart is not the loss of the planes, but the possibility they symbolize, that Ukraine, which once had a triad nuclear deterrent, a top-tier military-industrial system, and could have been self-reliant, repeatedly discounts its future into an international promise and a little bit of pitiful dollars.
Southern Design Bureau, Motor Sich, Antonov… world-class missile, aviation engine, and transport aircraft industrial systems, the imperial legacy that the Soviet Union didn’t have time to fully dismantle, Ukraine is cleaning up by itself thoroughly.
The foundation left by the Soviet Union, if only one-tenth had been retained, Ukraine could walk tall today, but the reality is, why aren't you wearing a suit today?
When the Soviet Union collapsed, Ukraine was still the world's third strongest, with a trinity of nuclear deterrence, 180 intercontinental missiles, over 2800 nuclear warheads, 19 White Swans, 25 Tu-95s, countless short-range tactical nuclear weapons, missiles, nuclear torpedoes, combat aircraft, armored vehicles, and tanks. It also inherited the Southern Design Bureau of the Soviet Union and Motor Sich, one of the world's strongest helicopter and aircraft engine manufacturers, a complete national-level strategic system. Yet, for the sake of dollars and promises, it gradually self-destructed in the illusion of peace, becoming a victim of geopolitical games.
How many men's dream machines are the White Swans? One American aircraft costs two to three million dollars for disassembly fees, and Ukraine has dismantled 10 of them with cutting machines and excavators. Now it seems the cost of freedom is too heavy~
When the Soviet Union collapsed, Ukraine was still the world's third strongest, with a trinity of nuclear deterrence, 180 intercontinental missiles, over 2800 nuclear warheads, 19 White Swans, 25 Tu-95s, countless short-range tactical nuclear weapons, missiles, nuclear torpedoes, combat aircraft, armored vehicles, and tanks. It also inherited the Southern Design Bureau of the Soviet Union and Motor Sich, one of the world's strongest helicopter and aircraft engine manufacturers, a complete national-level strategic system. Yet, for the sake of dollars and promises, it gradually self-destructed in the illusion of peace, becoming a victim of geopolitical games.
How many men's dream machines are the White Swans? One American aircraft costs two to three million dollars for disassembly fees, and Ukraine has dismantled 10 of them with cutting machines and excavators. Now it seems the cost of freedom is too heavy~
This small-cap coin is trying to do big things, going back and forth on the trending list every day, and there aren't many floating tokens for this coin outside. It's not impossible to put in another 100% spike before delisting.