金鑫点金

Sun Yuchen allegedly liquidates Bitcoin
First, let’s talk about Sun Yuchen. On-chain data shows he transferred $200 million worth of Bitcoin to Binance. When Bitcoin was at 20,000 to 30,000, he had plenty of opportunities to buy or leverage, but at this price, he certainly won't leverage to chase the high, so he’s likely selling Bitcoin. However, from known addresses, he hasn’t sold Ethereum yet, probably planning to wait until Ethereum upgrades in two weeks to take action.

Legendary whale Spoofy reduces holdings
There’s another legendary whale Spoofy with a position of 6 billion, who started to reduce 10% of his holdings again after three days. This indicates he thinks the current price is a good selling opportunity. This whale likes to sell at highs, not necessarily at the peak. Just like last November, he started selling Bitcoin at 90,000 and sold out completely at 105,000. His selling doesn’t mean the market has peaked, but it’s not far off either. After this, altcoins might rise again, and this wave of market may come to an end.

1. Short-term volatility: If Trump continues to pressure the Federal Reserve to cut interest rates, the market may anticipate 'easing expectations' early, driving up Bitcoin and other cryptocurrencies (similar to the market after Trump criticized the Federal Reserve in 2019). However, if the Federal Reserve insists on its independence and delays rate cuts, it may lead to a correction in risk assets.
Medium to long-term risks: If political intervention truly leads to a rebound in inflation (as Goolsbee warned), the Federal Reserve may be forced to raise interest rates again, triggering a liquidity tightening that creates systemic headwinds for high-risk assets like cryptocurrencies.
2. Inflation expectations and the hedging logic of cryptocurrencies

In the global market during the Asian session, gold has hit historic highs, and the continuously declining USD—suddenly became the two most eye-catching market 'scenery lines' BTC and various altcoins surged.

1. Event deep deconstruction: Three dimensions of the USD collapse
1. Political black swan: The 'Berlin Wall moment' of the Federal Reserve's independence
Historical reference: Nixon closed the gold window in 1971 (decoupling USD from gold), causing gold to rise 23 times in 10 years. Currently, Trump's threat to replace Powell might become the 'Nixon moment' for digital currency.

'Information asymmetry' is indeed one of the core 'wealth codes' in the cryptocurrency circle (and all financial markets). The essence of information asymmetry is: what you know, others do not; or you know something earlier, deeper, and more accurately than others. In the crypto world, this information asymmetry can directly determine whether you 'get a share' or 'get exploited'.
Why is information asymmetry so important in the cryptocurrency circle?
Characteristics of decentralized markets
:
The cryptocurrency market operates 24/7, is global, and decentralized, with extremely fast information dissemination, but it is hard to distinguish truth from falsehood. For example:
When a certain coin announces its listing on Binance, but on-chain data shows that the project team has sold their holdings in advance, this is information asymmetry—you are blinded by the 'good news', while others have already used on-chain data to exit early.

When will Ethereum take off, is there still hope? I actually think Ethereum has not changed all along; what has changed is Bitcoin. People are dissatisfied with ETH's performance, but the benchmarks are Bitcoin and Solana, and the consensus around Bitcoin is that no other asset can be compared to it. As for Solana, it is a high-speed incubator, continuously hatching one meme coin after another, constantly creating wealth legends. Even Trump has issued coins on Solana. Bitcoin is undoubtedly the king. However, I don't think SOOL is better than ETHH. Issuing coins on the Solana chain is merely based on the low cost, cheapness, and speed of SOOL, attracting a lot of speculators with some meme-like air coins. But ETH has a recognized security that far exceeds Solana’s strategies. For important projects, security is the primary concern, followed by cost and speed. Therefore, high-quality NFTs and major projects are basically developed in the Ethereum ecosystem. So when will the B price take off? Actually, there’s no need to rush; what’s meant to come will come. The lack of new highs in ETH indicates that the real bull market hasn’t arrived yet. Besides the known benefits of the upgrade in March, there’s also a major benefit brewing: the staking ETF for Ethereum. Once this is approved, it will be an income-generating ETF.

Isn't it that some brothers are starting to shout about quitting the circle again? Don't ask what exactly caused this pullback; in my opinion, it is just the normal fluctuations of the market.

Why are you panicking? Because your expectations are too high. At least it didn't go as you expected. Why can I remain calm? Because I have long seen through the tricks of the market. I clearly stated in my March 10 four-hour cycle prediction that if you want to position for the next round of spot trading, you must wait for the bottom of the bear market. I now suggest staying out of the market. Also, don't use the same logic from spot trading to open contracts; no matter how hard the market crashes, it doesn't affect our entry. As long as there is volatility, it is an opportunity. Remember, always focus on key positions, set proper stop-losses, don't stubbornly refuse to admit mistakes, and don't joke with your own capital. Control risk: small losses are okay, small wins are okay, but absolutely no large losses. As long as you don't leave the table, there is a chance to turn it around.

Recently, the actions of a mysterious whale have caused the SOL market to explode!
According to Lookonchain monitoring, in just 9 hours, whales withdrew 195,000 SOL from well-known platforms such as Bybit, OKX, and Gateio, amounting to approximately $23.2 million at current prices. This substantial transfer has shocked the SOL market.
Whales fleeing, SOL support is being tested
SOL originally had what seemed to be a solid support level, but is now becoming unstable in the current environment. Yesterday, after this support level attracted numerous investors to buy, the market ruthlessly broke below it, forcing many to stop-loss. Although the decline in SOL is relatively small, concerns for the future remain.

Bitcoin whale Michael Saylor has proposed a shocking $100 trillion cryptocurrency strategy, suggesting that the U.S. government acquire 25% of the global Bitcoin supply over the next decade, bluntly stating: "I would rather sell a kidney than not hold Bitcoin, to establish a strategic reserve."

The key is that he has also prepared a detailed proposal. The proposal states that between 2025 and 2035, the U.S. government should buy a little Bitcoin every day, totaling 5% - 25% of the Bitcoin supply (by then, 99% of Bitcoin will have been issued). Saylor believes that if the U.S. establishes a good regulatory framework, eliminates barriers to innovation, and acquires Bitcoin, it could create up to $100 trillion in economic value over the next decade.

Trump suddenly tweeted twice on Truth Social about reserving XRP/SOL/ADA and as a result, Bitcoin surged to 95,000 USD (an increase of 11%), Ethereum broke 2500 USD, and ADA surged 80% in two days! But upon reflection: He mentioned small coins first and then added BTC/ETH, being criticized for 'reversing the main and secondary'. Even more ridiculous, a whale used 50x leverage to ambush 200 million, earning 7 million in 24 hours, suspected insider trading!

Tweets quickly disappear + prices plummet, behind this are 3 explosive points:
XRP donated 5 million to the Trump Foundation
The owner of SOL is the crypto supervisor at the White House
ADA founder often contacts the Trump team

Every day the news keeps coming, the ups and downs depend entirely on Trump's mood, it's simply become his cash machine. When an industry is completely manipulated artificially, it has already lost its development rules, and there is no faith to speak of. Still wanting to treat BTC as a strategic reserve? Just listen and take it easy, friends. Last week, after the tariffs were raised, the bulls were just acquired, and before the weekend was over, a message was released about treating BTC as a strategic reserve. It shot up by 10 points and almost cleared out the shorts, giving you no chance to react at all. When you are eager to jump in and rush without thinking, you are already on the path to losing money. In terms of contracts, I advise everyone not to operate frequently; take profits when you can. They are controlling the market, and you still want to flirt with them? This is a dangerous and expensive affair; we won't do it. Today's market pressure support position D's current price strategy has already been posted in the communication village. Pay attention to key points and wait for opportunities. If you want to take advantage of the points, check the entry in my profile below the avatar.

On March 7, 2025, U.S. President Trump personally hosted the historic first cryptocurrency summit, where Crypto Tsar Davy Saks teamed up with Digital Asset Commander Hein Si, gathering Grayscale CEO and heavyweight congressional members to ignite three major nuclear bombs and agenda 1. The Dollar Empire Counterattack, the White House conspired with a national stablecoin plan, the dollar hegemony reborn through blockchain 2. Regulatory and button RCC surprise new regulations exposed, Bitcoin ETF 2.0 with exchange life-and-death orders 3. Bank vaults breaking the ice, classified documents show JPMorgan may open up to crypto giants, internal upgrades of the federal system, Republican tiger Senator Scott has already laid traps in February, tax-exempt mining site new land fee exemption bill hides deadly traps, Wall Street Journal emergency warning. The summit results may trigger an epic surge and crash of BTC, this will mark the U.S. crypto's Normandy landing, starting in March, the White House declared it will reshape the global digital asset landscape.

Led fans to synchronize positions at 12:41, closed positions at 14:32, that's all for today, have a dinner party tonight, no trades.