加密老周

【The ups and downs of the cryptocurrency world for over a decade, let Old Zhou help you see through the fog!】
－Financial professional background: CFA certified, former chief analyst at a leading brokerage
－Practical experience in cryptocurrency: 6 years of blockchain investment experience, experienced in 3 cycles of bull and bear markets
－Policy decoder: Deeply tracks regulatory dynamics in various countries, skilled at breaking down SEC and CFTC policy logic in plain language
－Rational trader: Created the 'Three-Dimensional Analysis Model' (technical analysis + fundamental analysis + sentiment analysis), refuses to blindly call trades
- Take a look at the introduction -, welcome to discuss and communicate with me, timely understand technical signals, grasp the timing of market peaks and bottoms, and jointly explore the changes in the cryptocurrency world.

🚀Major Unlock Alert: In-depth Analysis of Three Potential Tokens: SUI, OP, ENA!​​
🔥 ​​SUI (Layer1)​​: Unlocking on May 1 with $267 million (77.34 million tokens, accounting for 2.4% of circulation)​​, significant short-term selling pressure expected, but as a high-performance public chain, there may be opportunities for institutional bottom-fishing if market sentiment improves.
⚡ ​​OP (Layer2)​​: Unlocking on April 30 with $26.01 million (31.34 million tokens, 1.9% of circulation)​​, moderate unlock size, but the Optimism ecosystem is growing strongly; after a pullback, it may present a good buying opportunity.
💧 ​​ENA (DeFi)​​: Unlocking on May 2 with $14.45 million (1.29 million tokens, 0.7% of circulation)​​, the lowest unlock percentage, combined with the popularity of the Ethena stablecoin protocol, it is expected to maintain strength after short-term volatility.
📉 ​​Strategy Advice​​: Be cautious of short-term selling pressure on SUI, monitor Layer2 narrative support for OP, and ENA's low circulation ratio may provide better resilience. Market reactions post-unlock will determine mid-term trends!
#sui #OP #ENA #空投发现指南 #特朗普税改 $SUI $OP $ENA

Tether Treasury has minted another 1 billion USDT, market activity may gain new momentum!!!
Tether announced today that it minted 1 billion USDT (approximately 1,000,799,999 USD), and this large-scale stablecoin issuance has been confirmed by Whale Alert, drawing widespread attention from the crypto community.
This minting event is seen as an important signal for market liquidity or activity, which may imply that the circulation of USDT in the market will further enhance, driving more funds into the crypto market.
This move may suggest that Tether's strategic layout in the global cryptocurrency market is continuously optimizing, providing a more solid stablecoin support for various transactions.
#USDT #BTC #sui #空投发现指南 #特朗普税改 $BTC $FIS $EDU

Bitcoin Performance Analysis: The Narrative of Digital Gold is Strengthening!!!
Since December 31, 2023, Bitcoin (BTC) has cumulatively fallen by about 1.5%, performing between gold's rise of 24% and the Nasdaq 100 index's decline of over 7%. Overall, although Bitcoin has certain technological attributes, its trend has gradually leaned towards the positioning of digital gold—however, it has not yet completely decoupled from the logic of tech stocks.
By observing the 30-day moving average correlation coefficient of Bitcoin:
The correlation between BTC and gold has reached 0.70, indicating high synchronization;
The correlation with the Nasdaq 100 index is 0.53, showing a significantly weaker association.
(Note: The correlation coefficient ranges from 1 to -1, representing strong positive correlation and strong negative correlation, respectively.)
It is worth mentioning that last week BTC rose nearly 10% in a single week, marking the strongest weekly increase since November 17 of last year when Trump won the election.
Meanwhile, the aggressive tariff policies continuously promoted by Trump are exacerbating global economic uncertainty, providing a new supportive backdrop for the demand for safe-haven assets.
In the short term, if macro pressures persist, the digital gold logic of Bitcoin is expected to be further reinforced by the market.
#BTC #sui #om #特朗普税改 #美股财报周来袭 $BTC $FIS $EDU

Buterin proposed to reshape Ethereum with RISC-V, potentially increasing transaction speeds by 100 times!!!
On April 21, Ethereum co-founder Vitalik Buterin announced a major proposal:
He suggested replacing the existing Ethereum Virtual Machine (EVM) bytecode with the open-source instruction set architecture RISC-V.
This transformation is expected to boost zero-knowledge proof computation speeds by nearly a hundredfold, significantly reduce transaction costs, and improve network scalability.
More importantly, this upgrade will maintain compatibility with existing smart contracts and continue to support development tools such as Solidity and Vyper, balancing innovation with stability.
The proposal may complement the upcoming Pectra upgrade on May 7, further promoting optimization of Ethereum's infrastructure.
Although overall market sentiment was low on Monday, with ETH prices fluctuating around $1500, Buterin's vision has injected new long-term momentum into Ethereum.
However, historical experience also reminds us that significant changes (such as the removal of the SELFDESTRUCT opcode) often come with technical challenges, so the real implementation of RISC-V may require time to refine.
According to data from Token Terminal and Santiment, Ethereum's transaction fee revenue had once declined earlier this year; if the underlying upgrade can reduce Layer 2 expansion costs, it may usher in a new round of ecological rebound.

Yesterday, SHIB soared over 700 points!!! See the layout strategy in the picture
#SHIB #sui #om #特朗普税改 #美股财报周来袭 $SHIB $FIS $PENGU

JELLYJELLY large amount dynamic tracking: giant whales have a floating profit of nearly 600,000 US dollars! ! !
The new address "3yJr3...YHhL3" recently withdrew 64.66 million JELLYJELLY from the exchange, which is about 2.46 million US dollars based on the current market value.
Tracking data shows that in the past four days, the address has accumulated 107 million JELLYJELLY at an average price of 0.03243 US dollars, with a total investment of about 3.49 million US dollars.
Driven by this, JELLYJELLY has risen by more than 15% in the past 24 hours, and the address currently has a floating profit of about 593,000 US dollars.
The giant whale's dynamics deserve continued attention, and short-term fluctuations may be further amplified.
#JELLYJELLYUSD #sui #TRUMP #Hashdex推出XRP现货ETF #币安HODLer空投SIGN $BTC $BMT $VIB

Pump.fun: The Contradictory Game on Solana, Risks Behind the Prosperity!!!
Recently, I have delved deeply into Pump.fun, and the more I look, the more I find it to be a contradictory existence on Solana.
On one hand, Pump.fun's total revenue has exceeded $613 million, attracting $205 million in the past 30 days;
On the other hand, on-chain data shows that over 80% of meme coins have a lifespan of less than 48 hours.
Every day, over 1800 new coins are launched, transaction fees on the Solana chain have skyrocketed, and trading volume has surged, making the ecosystem seem very prosperous. But upon closer inspection, we find that the vast majority of projects lack any fundamentals, and prices are entirely driven by FOMO sentiment.
In short, Pump.fun pushes the Web3 concept of “anyone can create a coin” to the extreme, while also exposing the short cycles and rapid speculation nature of the meme economy.
Essentially, this game is about:
Who can hype it up the fastest, pump it, and then exit quickly.
On-chain data indicates that over 65% of project pools have liquidity below $500, with large holders controlling the market and liquidity mining being common.
Moreover, regulatory scrutiny has begun to focus, and future free-spirited celebrations may not last.
#sol #TRUMP #sui #Hashdex推出XRP现货ETF #币安Alpha积分 $SOL $BMT $JST

The Swiss National Bank rejected the proposal to include Bitcoin in the national reserves, citing concerns over stability, liquidity, and security. However, this controversy is far from over. On one side, traditional institutions worry about Bitcoin's volatility; on the other side, crypto supporters are pushing for a constitutional amendment that would require the Swiss National Bank to allocate Bitcoin as it does with gold. To make this proposal a reality, the initiators need to collect 100,000 signatures by the end of this year. If successful, the term 'Bitcoin' will appear in the Swiss Constitution for the first time, undoubtedly a historic step for the industry. Behind this movement are not just some crypto enthusiasts; heavyweight figures such as Tether executives and members of the Bitcoin Association are also backing it. The reason is simple—amid the continuous devaluation of the dollar and euro, Switzerland must seek more resilient assets to maintain wealth independence, and Bitcoin is one of the best candidates. However, Switzerland's hesitation also reveals a reality: traditional finance's acceptance of digital assets still requires time, and the stability, legal framework, and sovereign risks of crypto assets remain significant challenges. Meanwhile, the other side of traditional finance is quietly being rewritten. Recent data shows that only six institutions hold 88% of the tokenized U.S. Treasury market, especially the giant BlackRock, whose tokenized government bond market value overshadows its peers. The RWA (Real World Asset Tokenization) sector is growing rapidly, but the trend towards centralization is evident, and it may face regulatory 'long-arm jurisdiction' in the future. Overall, the crypto industry is profoundly changing the underlying logic of traditional finance. Even the most cautious countries cannot ignore this wave. In the future, the dual explosion of Bitcoin and tokenized assets will be an irreversible trend. To seize opportunities, one must recognize that change has already begun; those who are slow to adapt will only be swept along by the tide.

The on-chain USDC circulation on Solana has surpassed the $10 billion mark!!!
On-chain data shows that the total circulation of USDC on the Solana network has exceeded $10 billion, with a weekly growth of 3.56%.
Currently, Solana accounts for 16.11% of the total USDC supply, steadily consolidating its important position in the stablecoin ecosystem.
As the on-chain capital activity continues to rise, Solana's DeFi, payment, and trading infrastructure are being accelerated and amplified.
#sol #TRUMP #sui #Hashdex推出XRP现货ETF #币安Alpha积分 $SOL $VIB $WING

SHIB has made over 700 points - a great harvest!!!
After SHIB continuously surged in the past few days, there was a large sell-off on the chain, and the market began to weaken. At this point, it is the right time to act!!!
#SHIB #TRUMP #sui #Hashdex推出XRP现货ETF #币安Alpha积分 $SHIB $JST $FLM

SHIB Hits Key Resistance, Next Movement About to be Revealed!!!
In early trading, Shiba Inu (SHIB) briefly reached a high of $0.00001525 and is currently facing significant resistance.
🔍 Key Data Overview:
Approximately 533.08 trillion SHIB is held by 133,300 addresses, concentrated in the $0.000015–$0.000019 range, with an average price of about $0.000017.
📈 Technical Observation:
Since the low of $0.00001029 on April 9, SHIB has rebounded continuously, successfully breaking through the long-term resistance of the daily SMA50 ($0.00001257).
If it can effectively break through the above-mentioned concentrated holding area, SHIB is expected to challenge the $0.000019–$0.000024 range, where there is potential selling pressure of 1.78 trillion SHIB.
Key support level below: $0.000011, corresponding to 342,490 addresses.
🛠️ Fundamental Developments:
SHIB officials announced the launch of a brand new developer portal on Shibarium, accelerating the Layer-2 ecosystem layout.
📌 The tug-of-war between bulls and bears is intense, and SHIB's directional choice is coming soon!!!
#SHIB #sui #WLD #特朗普暂停新关税 #币安Alpha积分 $SHIB $ALPACA $VIB

Yesterday, SUI successfully scored 1100 points!!! Enjoy the rewards and share the pictures
#sui #WLD #PEPE‏ #特朗普暂停新关税 #币安Alpha积分 $SUI $ALPACA $VIB

Will Solana's inflation undergo a historic transformation? The revised SIMD-228 proposal is about to be restarted!
At the 2025 Solana Crossroads Summit, several core developers and institutional representatives reached a consensus: the SIMD-228 proposal will be resubmitted in a revised form and is expected to pass.
📉 Core content of the proposal:
Plans to reduce the inflation rate of SOL by up to 80%, aiming to enhance the long-term value of the token and optimize on-chain staking incentives.
📌 Significance:
This is not only a deep adjustment to the inflation mechanism but also an important signal that Solana is transitioning to a “highly efficient scarcity” model.
🔍 Summary:
Reducing inflation, strengthening value, the return of SIMD-228 means that Solana is preparing for the next cycle's “ecological leap” in advance.
#sol #sui #TRUMP #以太坊的未来 #比特币市值排名 $SOL $ALPACA $BSW

Ripple Abandons IPO? $318.5 Million Financing + $1.25 Billion Acquisition, Betting on Stablecoins and the Global Financial Landscape!
Despite reaching a legal settlement with the SEC, Ripple unexpectedly announced: No IPO plans for 2025.
Analysts are shocked, but Ripple's response is straightforward – we are not short of money, nor are we short of exposure.
📌 Key Highlights:
Total Financing: $318.5 Million, backed by giants like a16z, Google Ventures, etc.
Acquisition Upgrade: Acquiring Hidden Road for $1.25 Billion, locking in a digital prime broker with $30 trillion annual trading volume.
Stablecoin Push: RLUSD issuance is imminent, competing with USDC and USDT, expanding cross-border payment scenarios.
Share Buyback: Early 2024, buying back $285 million in shares at a $11.3 billion valuation, reshaping shareholder structure.
🚨 Why Abandon IPO?
Ripple's president stated: Currently cash-rich, not relying on public financing, and no intention to use this to increase exposure.
CEO Brad had previously hinted at IPO possibilities in 2023, but now clearly states: Not considering it in the short term.
📈 Strategic Focus Shift:
At a critical juncture of the integration of traditional finance and crypto, Ripple has opted for steady expansion rather than capital market games.
Acquisitions + Stablecoins as dual drivers, solidifying the foundation for building a global clearing network and liquidity solutions.
💡 Summary:
Ripple's shift in direction is not just a corporate decision, but also reflects a reevaluation by crypto companies of the risks and returns associated with IPOs.
Going public is not the end goal; mastering global payment and financial infrastructure is their true objective.

🚀 Is Pokémon about to enter Web3? SUI skyrockets 26%, hiding an extraordinary connection ⚡️
Recently, SUI surged over 26%, breaking through the critical resistance of $3.58, with its market value soaring to $11.66 billion 💰. On the surface, it seems like a market explosion, but underneath, there appears to be a "Web3 nuclear bomb": Pokémon may be quietly approaching the blockchain world!
👀 The trigger was an update to Pokémon HOME's privacy policy, which explicitly mentioned that Parasol, controlled by Mysten Labs (the team behind Sui), can collect user data, and Parasol is set to launch a blockchain card game on Sui. Even more striking, a brief mention of Pokémon NFT was made in a Sui Foundation blog post before it was quickly deleted. This action sparked wild speculation throughout the community: was it disclosed too early, or has a behind-the-scenes collaboration taken shape?
🎮 If Pokémon truly goes on-chain with Sui, it could be a "super evolution" in the narrative of Web3 gaming! After all, this is not a small studio's production, but a giant IP with a global fanbase, driving not just nostalgia but also a massive influx of funds and attention 🔥.
📈 Currently, SUI's performance has outpaced the market, and analysts suggest that if the sentiment continues, the next target price could aim for the $3.80~4.00 range. The driving force behind this is the narrative of "semi-concrete evidence + unlimited imagination space".
🎯 Even if Pokémon NFT ultimately does not materialize, this incident has already proven the appeal of Web3 in attracting traditional IP and capital into the space. And Sui is paving the way for the "golden age of blockchain gaming" with high throughput and a healthy ecosystem.
#sui #TRUMP #INIT #以太坊的未来 #比特币市值排名 $SUI $ALPACA $BSW