神策说币

Tonight's focus is on the resistance level of 4500, which has been sustained for a week. If it breaks above, there will be unlimited possibilities. If the US stock market opens high and doesn't pull up, then we need to be cautious; shorting it will be the end! For those who are unsure about the entry point, you can pay attention to Shen Ce, as Shen Ce will provide real-time analysis in the village for #非农就业数据来袭 .

Up and down convulsions, for safety's sake, let's watch the show first, then talk about stabilizing! #非农就业数据来袭

The giant whale's bottom-fishing is not a coincidence; undervaluation + RWA track + MKR's ecological niche resembles a wealth train that hasn't departed yet.
What are the whales doing?
Recently, many large funds (whales) have been continuously buying MKR, quietly building positions while the price fluctuates around $1500—this usually indicates that 'smart money' has spotted opportunities that ordinary people have not yet noticed.
Why MKR?
RWA (Real World Asset tokenization) is one of the core narratives of this bull market. Simply put, it involves turning real assets like houses and bonds into on-chain tokens, and MakerDAO, behind MKR, is a veteran leader in this field.
Compared to similar projects (like ENA and ONDO with market capitalizations nearing $10 billion), MKR's fully diluted valuation (FDV) is only in the billions, significantly lower, offering greater room for imagination.
If traditional institutions like BlackRock and Fidelity really intend to lay out RWA, projects like MKR, which have actual business accumulation (for example, earning revenue through US Treasuries), are likely to attract attention.
My personal view
MKR hasn't surged like other RWA projects yet; it falls into the 'undervalued category.' Short-term fluctuations are inevitable, but the mid-to-long-term logic is solid.
Whales buying in + ecological revenue growth (for instance, using profits from US Treasuries to repurchase and burn MKR) could create a 'Davis double play.'
Risk points: when the market crashes, all coins may fall, but MKR's fundamentals are much stronger than pure meme coins.
If you are also focused on the RWA track, consider this question:
'When traditional institutions truly enter the market, will they prefer emerging projects or choose established protocols like MKR with a decade of accumulation?'
Follow me for the next issue, where I will dissect BlackRock's RWA layout path and on-chain data verification methods #美联储降息预期 $MKR

What, I've taken off my pants, and you just show me this? Refund refund! #非农就业数据来袭

A piece of news ignited the market, RED tells you with an 87% one-day increase: the exchange listing is the strongest 'advertisement' in the crypto world!
Korea's largest exchange Upbit has just announced support for trading RED directly with Korean won. Once the news broke, RED instantly surged to a historical high of $0.977. Although it has since fallen back to around $0.77, it still rose 87% in 24 hours. In simple terms: once retail investors in Korea can buy directly with their local currency, it's much easier for funds to flow in, leading to a strong short-term explosion — but the volatility is also frightening. The rise and fall indicate that someone has taken profits, and the risk cannot be ignored.
【Personal Opinion】
As an analyst, I believe that this kind of 'exchange listing benefit' is often driven by short-term sentiment, especially since Upbit has a strong influence in the Korean market, easily triggering FOMO emotions. However, whether RED can maintain its position will depend on whether subsequent funds can continue to flow in and whether the project's fundamentals can support it (such as ecological progress, staking demand, etc.). A reminder: a surge is often accompanied by a sharp correction, so never chase the highs!

If you are also interested in RED's subsequent trends, or want to anticipate the next coin that might be selected by a large exchange, leave a message saying 'ambush' in the comments, and I'll teach you how to discover opportunities in advance through on-chain data and community dynamics!
— Shen Ce (Crypto veteran, focused on breaking down deep logic in plain language) #非农就业数据来袭

$1 billion heavy bet! The Asian Bitcoin reserve strategy is triggering a new wave of institutional gold mining.
In simple terms, the well-known cryptocurrency venture capital firm Sora Ventures has just announced plans to create a $1 billion fund specifically to invest in Asian companies that treat Bitcoin as a corporate asset reserve. They have already secured $200 million in initial commitments and plan to raise the full $1 billion within six months. The core logic behind this is that they believe Asian listed companies will, like Tesla and MicroStrategy, incorporate Bitcoin into their balance sheets as a means of value storage.
【My View】
Signal outweighs amount: Although $1 billion is not a staggering number in the crypto market, the focused combo of "Asian companies + Bitcoin reserves" clearly bets on regional compliance trends and accelerated institutional adoption. Policies in places like Japan and Hong Kong are gradually becoming clearer, and the allocation of Bitcoin by listed companies may shift from "niche experimentation" to "mainstream option."
Potential liquidity catalysts: If a large number of Asian listed companies follow suit, it will not only bring direct buying pressure but also strengthen the global narrative of Bitcoin as a corporate reserve asset, potentially triggering a chain reaction—especially in markets with active retail trading like South Korea and Thailand.
Don’t overlook the risk points: Bitcoin's volatility remains a "double-edged sword" for corporate balance sheets, and it is necessary to observe whether these companies have accompanying hedging strategies. Additionally, the fundraising itself has uncertainty, and the final scale and actual deployment speed remain to be verified.
Institutions have quietly positioned themselves for the Asian Bitcoin "stockpiling wave," how should ordinary people seize the opportunity? Follow me, next week I will deeply analyze the investment logic and potential targets of such companies! #非农就业数据来袭

They all ran away, don't go pick them up anymore #非农就业数据来袭

You may not like the chef, but you have to admit that the dishes he makes are indeed fragrant.” — This sentence is perfectly suitable for Sun Yuchen and TRX.
TRX, this coin, is as stable as an old yellow cow; when it falls, it can take a beating, and when it rises, it climbs up slowly and leisurely, simply like the “gold experience card” in the crypto world. Why is it so solid? The fundamental reason is just one sentence: it is the official high-speed toll station for USDT.
Currently, 60% of USDT transfers in the market go through the TRON chain because it is fast and cheap, and exchanges are naturally happy to promote it, saving users the hassle. This is like a highway; as long as the traffic flow is constant, the hands collecting money will never stop.
Behind the steady rise of TRX, in fact, there are four layers of support:
Essential demand burning: every time you transfer USDT, you need to burn some TRX as a handling fee;
Ecological binding: DeFi, games, and mining on the chain all use it as “fuel”;
Staking and locking: a large amount of coins are locked for mining and earning interest, so the circulating supply in the market is actually not that large;
Sun's marketing: Sun Yuchen is well-versed in the art of hype, maintaining the heat without a leak.
【Personal Opinion】
Although Sun Yuchen holds 65% of the chips and controls the market to a frightening degree, it has instead become the “invisible fuse” of the coin price — he knows better than anyone that crashing the market is like crashing his own money tree. Unless the bull market completely extinguishes, TRX is very likely to continue its “slow bull mode.”
You can criticize Sun Yuchen, but this business model of TRON has indeed hit the vital point of transfers in the crypto world.
If you are also concerned about TRX, you might want to think about it:
“When the practicality of a coin is greater than its speculative nature, is it the real hidden answer to the bull market?
Let's discuss your views in the comments section, give a thumbs up, and we will analyze more stable crypto assets like an old dog in the next issue. #非农就业数据来袭

The giant whale moves, the market surges—high-leverage speculation is always a game for the brave, and also a hotbed of risk.
【Plain Language Interpretation】
There is a mysterious trader (possibly a big player) who just opened a new wallet and injected 700,000 US dollars into the Hyperliquid exchange, directly using 10 times leverage to fully invest in two Meme coins: PEPE and WIF. This is equivalent to borrowing 9 times the amount to bet on these two coins skyrocketing, with a position size reaching 4.5 million US dollars.
【Market Impact】
Short-term emotional pull: Such large amounts of leveraged buying can easily trigger market FOMO (fear of missing out), especially since PEPE and WIF are themselves high-risk Meme coins, which may attract retail investors to follow suit and push up prices;
Potential risk warning: 10 times leverage means that a 10% price drop would lead to liquidation, and if the market corrects, it could trigger a chain reaction of liquidations, putting downward pressure on coin prices;
Speculation on the identity of the giant whale: If it really is a well-known trader (like James Wynn), their historical operations may be uncovered, creating a directional effect.
【Personal Opinion】
High-leverage betting on Meme coins is essentially “licking blood on the edge of a knife,” the giant whale has a chip advantage, but ordinary players can easily become cannon fodder;
Recently, the Meme coin sector has experienced increased volatility, and such operations resemble short-term speculation rather than value investing, caution is needed after the main force drives the price up and then sells off;
On-chain monitoring tools make it impossible for giant whales to hide their operations, but it is essential to think independently before following the trend.
"During the leverage carnival, don’t forget that liquidation can happen in an instant—do you understand the true motives of the giant whale? Leave your judgment in the comments! #美联储降息预期

In the cryptocurrency market, every move of the whales serves as a "wealth wind vane" for retail investors!
Today, HYPE's operation is like dropping a deep-water bomb in the crypto market—whales directly withdrew $14.2 million of HYPE from the exchange and immediately locked it all into professional node staking! What does this action mean? In simple terms: major players are voting with real money, optimistic about HYPE's future increase!
Why is this considered a precursor to a surge?
Staking = Locking + Bullish: If the whales wanted to cash out, they would have dumped the coins on the market long ago. But this time they chose to stake, indicating that they prefer to earn long-term profits rather than sell their coins. With fewer circulating coins, a slight push from buyers can cause the price to soar in no time. Choosing professional nodes = endorsing the project: FalconX and Chorus One are not fly-by-night platforms; they are well-established in the crypto circle, known for top-notch security and operational capabilities. When whales entrust their massive assets to them, it means: "I trust this project!" New wallets + Institutional-level operations: brand new addresses, huge transfers, instant staking—this method is too professional for retail investors to pull off. It is highly likely that institutions or top-tier funds are secretly building positions; they are well-informed and often act half a step ahead of the market.
My opinion: This wave of HYPE is worth betting on!
Short-term: Whales locking up assets directly reduces selling pressure. If the market doesn't crash, HYPE's price will likely challenge previous highs. Medium-term: An increase in staking rates will push up APY; retail investors will surely follow suit when they see high returns, creating a positive cycle of "the fewer coins locked → the higher the price → more people locking up their coins." Long-term: Institutions entering the market are never just speculating on coins; there must be significant benefits such as ecological cooperation and project upgrades behind it. Laying low now is like getting an "insider ticket" ahead of time.
Advice for different players:
For those already holding: Don't sell everything! Keep some to stake for profits, which can hedge against volatility while riding the upward trend. For those observing: Don’t wait until the price has skyrocketed to chase! Buy in batches at lower prices; the whales have already entered the market, what are you waiting for? For short-term players: Keep an eye on key resistance levels; if it breaks with high volume, decisively chase it; otherwise, withdraw.
On-chain data doesn't lie; the wallet address of the whales is the most authentic "ballot box." Is this wave of HYPE a signal for institutional layout or just a flash-in-the-pan hype? Follow me for future breakdowns of every move of the whale wallets, and let’s catch the next hundredfold coin! #非农就业数据来袭

The giant whale is in action, and the pancake already shows signs of running away. Everyone should focus on the right moment to secure profits! Today's gain is 100 points, there is no best, only better. Persistence will yield rewards! If you don't know where to enter the market, you can follow Shen Ce! #非农就业数据来袭

The testnet of the payment public chain Tempo has landed, like a deep-water bomb, stirring the waters of stablecoins and traditional payments—this is not just a technological upgrade, but a reconstruction of the underlying logic of finance.
【Plain Language Interpretation】
In simple terms, the Tempo public chain, incubated by Stripe and top venture capital firm Paradigm, has recently quietly launched a private testnet. It is born specifically for "stablecoin payments" and focuses on four core selling points:
Ultra-low fees (say goodbye to traditional cross-border transfer fees);
Pay Gas fees with any stablecoin (no longer dependent on volatile assets like ETH);
Optional privacy (transaction records can be hidden);
Explosive performance (claimed to be 100,000 TPS, several times faster than Visa).
What’s more noteworthy is its "circle of friends"—giants spanning technology, finance, and e-commerce such as Anthropic, OpenAI, Shopify, Visa, and Deutsche Bank are among the first batch of partners. This means that Tempo is born with the blood of real business scenarios, not just a pure laboratory project.
【Personal Opinion】
Short-term narrative, long-term ecology: With the backing of Stripe and Paradigm, Tempo has resources that outmatch most new public chains, but whether it can truly shake the position of Solana and Polygon in the payment track depends on the speed of ecological explosion;
The stablecoin war is escalating: in the future, users may no longer be entangled in "whether to use USDT or USDC," but will seamlessly convert directly on the Tempo chain, and the entry of traditional banks (such as Standard Chartered and Deutsche Bank) may promote the explosion of compliant stablecoins;
Privacy features are a double-edged sword: optional privacy is good, but it may face regulatory pressure, especially when involving traditional institutions like Visa and banks;
Token economy remains unclear: currently no tokens have been issued, but if a native token is issued similar to other public chains, early participants in the testnet ecology may have airdrop opportunities.
Can Tempo become the "Ethereum of stablecoin payments"? Will its emergence force other public chains to lower prices and speed up? Let’s discuss your views in the comments, and if you want to keep track of Tempo's testnet dynamics and potential opportunities, don't forget to follow #非农就业数据来袭 .

Have you copied everything? If you're steady, you can go now. The fish have already bitten the hook, you can reel it in! Do you still want to be a short-seller? Follow Shen Ce, and say goodbye to short-selling; a big catch is not a dream! #非农就业数据来袭

It's time to reap the rewards after catching up in the morning. The wheat is ripe and ready to be cut. Only with patience can one become a good hunter. Pay attention to the divine strategy, and I will teach you step by step how to be a good hunter#非农就业数据来袭

The countdown for the Federal Reserve's leadership change is on, with 11 candidates hiding mysteries. A power game that concerns the global flow of funds is quietly rewriting the fate script of the cryptocurrency market.
Currently, Federal Reserve Chairman Powell's term lasts until 2026, but the Trump administration has impatiently initiated the process of replacement, with 11 candidates whose backgrounds span central banking systems, politics, and Wall Street. Among this group are both traditional hawkish/dovish monetary policy veterans, as well as "variable figures" with differing attitudes toward crypto assets— their ascendance could directly alter the pace of USD liquidity and the direction of crypto regulation.
【Core Candidates' Crypto Stance Analysis】
Waller (most popular): Claims cryptocurrency is like "baseball cards" but has a particular fondness for stablecoins. Advocates for Congressional legislation to regulate reserves, allowing the private sector to innovate within a framework, belonging to the "rational establishment". If he takes office, stablecoins may quickly become compliant, but altcoins will still be seen as casino chips.
Reed (BlackRock mogul): Holds 4 trillion dollars in asset management experience and has recently frequently voiced support for loose policies. He has actual business ties with crypto projects like Circle, belonging to the "capital faction". If elected, he may accelerate the opening of traditional funding channels like Bitcoin ETFs, but the "conflict of interest" issues that arise from managing massive funds will become a focal point of controversy.
Zevos (market veteran): A practical person who has genuinely invested real money in projects like Circle and Bullish, and has also supported MicroStrategy's Bitcoin purchases. He is part of the "crypto circle" but lacks central bank work experience. If he rises to power, he may temporarily stimulate market sentiment, but his governance ability is questionable.
【Personal Opinion】
Don't be misled by the "crypto-friendly" label! Waller's "institutional friendliness" is far more important than Zevos's "capital friendliness"— Congressional legislation, bank custody norms, and reserve audits are the boring infrastructure that is the foundation for the long-term stability of the industry. If Trump forcibly installs his confidants, it may temporarily indulge loose policies favoring risk assets, but will overdraw the credibility of the Federal Reserve, leading to long-term policy fluctuations.
With a new round of liquidity cycles coinciding with the reshuffling of Federal Reserve power, as mainstream institutions begin to use stablecoins as a new channel for cross-border capital flow, are we standing at a historical turning point where "crypto dollars" replace "petrodollars"? Follow me, and I will help you decode the Federal Reserve's policy secrets and prepare for the direction of the next capital flood #美联储降息预期