johnson32_investor
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Top introduction:
Stronger targets in Japan
US stocks + virtual currency investment, quantitative trading, manual trading records
IG Twitter namesake
johnson32_investor
Stronger targets in Japan
US stocks + virtual currency investment, quantitative trading, manual trading records
IG Twitter namesake
johnson32_investor
See original
0428
Today the closing of the US stock market spy is very important
555+
Bullish advantage
Crypto and US stocks are competing for shorts until the end of April or even 1-2 weeks
555-
Bearish advantage
Weakness for 1-2 weeks
First check if it exceeds 555 at the opening
$BTC
Today the closing of the US stock market spy is very important
555+
Bullish advantage
Crypto and US stocks are competing for shorts until the end of April or even 1-2 weeks
555-
Bearish advantage
Weakness for 1-2 weeks
First check if it exceeds 555 at the opening
$BTC
See original
0321 US stocks are unhealthy
Crypto is not suitable for impulsive actions in the short term
Gradually score over weeks to months for spot DCA
#BNBChainMeme热潮
$BTC $ETH
Crypto is not suitable for impulsive actions in the short term
Gradually score over weeks to months for spot DCA
#BNBChainMeme热潮
$BTC $ETH
See original
$AAVE
A Discussion on AAVE's Valuation
The market value of banks
The calculation of the market value of commercial banks is often quite complex, but I found a method that, while not rigorous, is simple and effective:
Commercial banks with total deposits reaching 10 billion yuan can theoretically earn 1 billion yuan in profit each year. A company with a stable annual income of 1 billion yuan can be valued at least at 10 billion yuan. Therefore, the market value of commercial banks is approximately 10% of their customers' total deposits.
For example:
HSBC's total deposits are approximately $1.63 trillion, with a market value of $162.7 billion, and profits over the past 12 months amount to $16.3 billion. I also found some banks with deposit sizes of $30 billion, and they are basically similar.
The calculation of the market value of commercial banks is often quite complex, but I found a method that, while not rigorous, is simple and effective:
Commercial banks with total deposits reaching 10 billion yuan can theoretically earn 1 billion yuan in profit each year. A company with a stable annual income of 1 billion yuan can be valued at least at 10 billion yuan. Therefore, the market value of commercial banks is approximately 10% of their customers' total deposits.
For example:
HSBC's total deposits are approximately $1.63 trillion, with a market value of $162.7 billion, and profits over the past 12 months amount to $16.3 billion. I also found some banks with deposit sizes of $30 billion, and they are basically similar.
See original
last round
Defi NFT Gamefi has created many myths and bubbles
What do you think this round is?
RWA?
DEPIN?
I think there will be various ETFs running all over the street.
#市场回调，观望还是上车？
$ETH $SOL $BTC
Defi NFT Gamefi has created many myths and bubbles
What do you think this round is?
RWA?
DEPIN?
I think there will be various ETFs running all over the street.
#市场回调，观望还是上车？
$ETH $SOL $BTC
See original
ETH deflation again
There has been no deflation for a long time
Let’s go
This bull market is firmly in place
It’s also time to plan your exit strategy.
#Solana涨势分析 $ETH $SOL $BTC
There has been no deflation for a long time
Let’s go
This bull market is firmly in place
It’s also time to plan your exit strategy.
#Solana涨势分析 $ETH $SOL $BTC
See original
Funds began to leave meme coins and move to public chain Defi and other projects #币安注册用户突破 2.4 亿 $ETH
…
Binance News
--
FBI seizes Polymarket CEO's devices, may accuse him of market manipulation
According to Wu, the FBI seized the cellphone and electronic devices of Polymarket’s CEO after the betting platform predicted Trump’s victory. The government may accuse Polymarket of manipulating the market and rigging the polls to favor Trump.
See original
Many retail investors are beginning to complain about BNB
There is room for growth
But I haven’t bought the chips yet in the short term.
Wait and see
$BNB
There is room for growth
But I haven’t bought the chips yet in the short term.
Wait and see
$BNB
See original
Yesterday mentioned ADA large orders are selling and small orders are buying
Supplementary explanation
Just sharing chip information
Positive correlation relative strength
Does not mean it will fall
But high probability short-term run is relatively a bit worse
A few hours later
$ADA
Supplementary explanation
Just sharing chip information
Positive correlation relative strength
Does not mean it will fall
But high probability short-term run is relatively a bit worse
A few hours later
$ADA
See original
Currently Strong
Various Public Chains
Defi Leaders
Various Public Chains
Defi Leaders
See original
Crypto puts aside transactions to cut leeks, and currently serves both ends of the scale.
The richest people and the poorest people.
Rich people: need services such as strategic reserves, Defi, privacy and decentralization.
In countries with political and economic instability, people need crypto to maintain a stable livelihood.
I don’t see a narrative that is needed for a large number of people in the middle in the short term, but I look forward to it.
$BTC $ETH $SOL
The richest people and the poorest people.
Rich people: need services such as strategic reserves, Defi, privacy and decentralization.
In countries with political and economic instability, people need crypto to maintain a stable livelihood.
I don’t see a narrative that is needed for a large number of people in the middle in the short term, but I look forward to it.
$BTC $ETH $SOL
See original
Value Price
Simple Estimation of BTC and Crypto Upside Potential
Crypto Total Marketcap
The last round's market value in 2021 was roughly equivalent to the then-leader AAPL
This round currently seems to challenge the leader NV, AAPL is also simple
1. General Assumptions
NV is now 3.6T
AAPL 3.4T
Crypto 2.7T
There is still some space in the medium term
After the election rally, it should be able to catch up quickly
Or NV's earnings report could drop and meet happily
2. Overheated Market Optimistic Assumptions
By 2025, if NV overheats to 200+ about 5T
Crypto should keep up
At the peak of the bull market, Bitcoin will probably account for 40%-50% of the total crypto market cap
That is, 2T - 2.5T, which is 100K - 125K
However, during the process, if it overshoots, there might be an opportunity
Total goes up but maintains a 50-60% share
3. BTC Strategic Reserve Policy Statements from Chuan Investment Advisory
Assuming crypto is gold at a 20% discount
18T*0.2=3.6
In summary, it seems that the Crypto market cap could reach 3.6T
There should still be some space
Chuan Investment Advisory's big person might not have enough time before they messed up
Overall fundamentals of crypto are roughly at the level of top tech stocks
To break away and become top 1, looking at current user population and profitability is extremely difficult
$BTC $ETH $BNB
Simple Estimation of BTC and Crypto Upside Potential
Crypto Total Marketcap
The last round's market value in 2021 was roughly equivalent to the then-leader AAPL
This round currently seems to challenge the leader NV, AAPL is also simple
1. General Assumptions
NV is now 3.6T
AAPL 3.4T
Crypto 2.7T
There is still some space in the medium term
After the election rally, it should be able to catch up quickly
Or NV's earnings report could drop and meet happily
2. Overheated Market Optimistic Assumptions
By 2025, if NV overheats to 200+ about 5T
Crypto should keep up
At the peak of the bull market, Bitcoin will probably account for 40%-50% of the total crypto market cap
That is, 2T - 2.5T, which is 100K - 125K
However, during the process, if it overshoots, there might be an opportunity
Total goes up but maintains a 50-60% share
3. BTC Strategic Reserve Policy Statements from Chuan Investment Advisory
Assuming crypto is gold at a 20% discount
18T*0.2=3.6
In summary, it seems that the Crypto market cap could reach 3.6T
There should still be some space
Chuan Investment Advisory's big person might not have enough time before they messed up
Overall fundamentals of crypto are roughly at the level of top tech stocks
To break away and become top 1, looking at current user population and profitability is extremely difficult
$BTC $ETH $BNB
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