刘多鱼

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

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?

$BTC $ETH $BNB #btc #eth #bnb

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~

$BTC $ETH $BNB #btc #eth #bnb

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.

$BTC $ETH $ALPACA #btc #eth #alpaca

I believe that L2 is a system for the allocation of executive power at the foundational layer, which has more executive authority compared to simple project management. L2 is not a product, but a system; it is essentially a governance mechanism that transfers executive power from L1 to L2. This is more authoritative and structured compared to traditional projects and is no longer solely reliant on market value management or operational boosts. In the future, under a tightening financial environment, the investment boom in public chains will gradually cool down, and there will no longer be so much capital to repeatedly reinvest in Layer 1's consensus narrative, especially with the many ghost chains currently existing in Layer 1.

Future DeFi, RWA, and even AI chain native operating environments will tend to land on L2 structures that can control costs, establish rules, and share security, rather than returning to the chaotic era of public chains. Past public chains resembled integrated empires, where consensus, settlement, execution, governance, and ecology all resided on a single chain. However, L2 decentralizes executive power, allowing for the emergence of countless "special economic zones" under a unified legal framework of security and consensus, where each L2 can have different fee mechanisms, data availability strategies, governance models, and incentive systems.

After advancing stablecoin legislation and establishing a legal reference basis for on-chain US dollar liquidity, the structural advantages of L2 will become increasingly apparent. Future DeFi, RWA, and even AI chain native operating environments will prioritize cost-controllable, rule-establishable, and security-sharing L2 architectures, rather than returning to the chaotic era of Layer 1 with a hundred chains fighting.

Seeing many friends say that there is no problem with the U.S. debt, from a static perspective, the U.S. national debt can indeed hold up for now. For example, while the debt-to-GDP ratio is high, the interest rate burden has not yet overwhelmed the finances, and tax revenues can cover most of the interest expenses. There is still global demand, especially the inertia of the dollar as a reserve currency. But the problem lies in sustainability. Once interest rates remain high, or new bond yields continue to rise, the self-rolling mechanism of the U.S. national debt system will fall into accelerated deterioration. Every one percentage point increase does not merely mean an increase in interest expenses; it accelerates the overall sustainability of federal finances.

Currently, tariffs do not seem to pose a problem. In the short term, tariffs appear to increase fiscal revenue and protect domestic industries. However, in the medium to long term, they will lead to selective economic contraction. Once a contraction occurs, it will create a chain reaction. The impact of tariffs and the burden of national debt are not isolated; they have a high degree of positive feedback. Tariffs lead to economic downturn → tax revenue decreases → fiscal deficit widens → pressure on debt rolling increases.

From a higher-dimensional perspective, the U.S. economy itself remains strong and has a certain internal adjustment capacity. Theoretically, it can gradually achieve structural rebalancing over 5–10 years, such as industrial reshoring, fiscal contraction, and debt repricing. However, the problem with tariffs as a blunt policy tool is that it effectively deprives the U.S. economy of the time window for a smooth transition, accelerates local imbalances, and forces systemic adjustments to erupt prematurely, rather than naturally evolving. In other words, the U.S. could have taken ten years to slowly rebuild its foundations but has instead entered an irreversible tightening spiral due to the combination of tariffs and high-interest rate policies.

$BTC $ETH $BNB #btc #eth #bnb

Trump: Waiting for a call

Chinese side: Take your time

Trump: Negotiations are currently ongoing

Chinese side: There is currently no progress

Trader: Which of you two is trustworthy?

The market is being dragged along by political games, the news is all emotional, lacking logic, and price fluctuations are severely disconnected from the content of the negotiations. Traders are currently wanting to shout loudly, 'What the hell are you two talking about?'

Tariffs seem difficult to resolve, as both sides have their own core interests, and it’s not simply a matter of one side taking a step back; it’s a divergence of national fortunes for both sides over the next few decades, so it will inevitably be a tug-of-war, but it will ultimately lead to an agreement. We should also not be simply concerned about tariffs; it's just that the timing has coincidentally reached a point where a showdown is warranted, so before the tariffs come out, I noted that there would be a three-week window for countermeasures. It's more about geopolitical issues; a very delicate timing has provided a reason for a showdown.

In our culture, it has always been important to have a legitimate reason for going into battle; it’s not that we couldn't show our cards before, but rather that it needed to be done legitimately, and Trump has just provided an opportunity for mutual testing.~

$BTC $ETH $BNB #btc #eth #bnb

OP and ARB are about to unlock completely, and next we should almost celebrate our great victory by pulling everyone's money to sell coins～

From a narrative perspective, Ethereum L2 is definitely a positive thing in the long run. I would bet with anyone that L2 will prove to be a very successful path. I believe that VCs and institutions no longer need to invest in infrastructure; Web3 itself is based on open-source ideas, and Ethereum and other infrastructures are not competitors.

In the past 5 years, VCs have spent countless amounts of money building chains, bridges, and wallets. Now that the infrastructure is quite complete, what is truly needed is new narratives, new applications, and new user growth stories based on existing infrastructure, rather than investing heavily in more infrastructure. Currently, 60% of the top 20 public chains are meaningless, and some public chains are completely wasting resources～

To be honest, the MeMe chain is also just a circle of funds rolling within the industry, and indeed many projects on the chain have become the preferred washing machines, making money without any fun → money laundering → offloading → changing narratives → continuing to raise funds

$ETH $OP $ARB #op #arb

The market still has many similar tokens like ONDO, Sui, and Sol. Don't be too concerned about short-term fluctuations; in the long run, platform tokens remain quite stable. I hope that everyone who follows me can take 30% of their profits to increase their holdings in platform tokens, and using 30% of platform tokens for swing trading with compound interest is also a good strategy. Taking profits of 5-7% each time is a very good approach.

Market funds will still gravitate towards tokens with revenue models and narratives. Carefully selecting some new narratives, such as BTCFi, RWA, wallets, and other tokens, there are many alliance-type ecosystems that are currently flourishing, but not many people are paying attention to them.

If you like RWA, consider allocating 10% of your funds to find low-market-value RWA projects within the Sol, ETH ecosystem, with market capitalizations around 2000. There should be many such projects currently. BTCFI is also a significant narrative, and the current market cap compression looks quite good.

$BTC $ETH $BNB #btc #eth #bnb

A completely unenjoyable market, still helping the first in popularity! Why was it delisted? It's simple: the narrative is gone, trading volume is insufficient, and the chips have long been highly concentrated in the hands of the project party. It's just that simple; it’s possible to lose on transaction fees even while trying to pump up the volume daily, just that simple.

The exchange saw through it: no trading, no transaction fee income, no new users flowing in. So they directly delisted it, freeing up resources for other hot topics, just that simple. The chips are basically being flipped back and forth by market makers; when the project party mentioned a new issuance, I found it amusing as if they were joking with you. Moreover, this market is still a national market, and those who are playing with you might consider you as competitors.

I told you not to trade this coin; I even explained to you when to dump it over the weekend. I won’t touch it, don’t be foolish.

$BTC $ALPACA #btc #ALPACA

The Air Force Brotherhood has told you the market-making time, it shouldn't be much, no need to thank me, I won't touch such coins at this position～

Keep it up 👏

$ALPACA #alpaca

A complete disaster for the poor and capital flow to eliminate personal income tax with tariff revenue; economic laws and Trump must bow down～

$BTC $ETH $BNB #btc #eth #bnb

ALPACA, does this plate really look at my posts to market? 😂

Dropped at 11 PM last night, and started to drop continuously after 2 AM.

Really interesting 🤣

$ALPACA #alpaca

The year before last, DWF seemed to have taken on that project from YGG, and it seems they have taken this Mask as well.

Can they recreate the glory of overwhelming the air force? It’s not a big problem to try with a light position and a small amount,

$BTC $MASK $BNB #btc #mask

I am Dog Zhuang, following the script there will be a drop at 11 PM, starting to drop at 2 AM～

There is no fun in this kind of market, avoiding this kind of market is the best respect for yourself🫡

$BTC $ALPACA

I am a dog dealer, following the script, there will be a drop at 11 PM, starting to drop at 2 AM～

There's no fun in this kind of market, avoiding this kind of market is the best respect for yourself🫡

$BTC $ALPACA

There are also leveraged plays in small markets, and you must do it one position at a time. At that time, there was a girl in that market, and her entire fortune of over 60,000 U was wiped out by a single spike with three times leverage. I remember it seemed like it happened when Bitcoin was at 26,000, directly getting liquidated in a setup, taking down hundreds of people along with her, and then some people consoled the guy who set it up. That spike was 120%, and whether or not you set a stop loss, it was completely wiped out. Avoid small markets to some extent; after getting cut, you still have to comfort others—commercial PUA~

There are so many interesting things in this circle~

$BTC $ALPACA

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~

$ALPACA

Heard that there are issues with contracts again? I do not recommend anyone who follows me to play high-leverage contracts. If someone tells you they can make money trading contracts consistently, they are a deity~

I have seen many cases where people took your funds to create counterfeit liquidity. This circle is very small. I know someone who launched a project at a certain place and initially reported some points on Weibo, very accurately bringing in some people to earn a little money. As their reputation grew, the group got bigger, and in the end, they were completely taken advantage of. There are so many such cases...

In addition, there are teams that specifically work on rebate accounts. The blockchain MeMe is also already a complete industrial chain. The world is full of personal connections and incidents. Some traders dealing with small caps are best not to engage with them; small caps are not as wealthy as everyone thinks. A market fluctuation of a few thousand U or a few hundred U can lead to market makers taking losses. Otherwise, there wouldn’t be anyone selling shells. Some small projects suffer daily losses of thousands to eight thousands U, which is painful, but there are also some people using counterfeit rebate accounts to encourage you to gamble frequently. Frequent gambling will surely lead to losses~

Small caps often resemble a rural mahjong table, where people fight over 10 or 20 yuan, causing injuries. Bet less and do not fall for commercial PUA. I have also seen some experts, but they rarely open positions, very rarely.

$BTC $ETH $BNB #btc #eth #bnb

This type of dead project has all the chips in the hands of the project team when viewed from the daily line. They inflate the hype to fool you, and generally, 95% of the chips are in the hands of the project team.

For shorting on the weekend, wait until after 11 PM, preferably look for opportunities between 2:30 AM and 4 AM.

$ALPACA