晨光BTC1353

Today I will talk to you about transaction fees, how they are generated, and how to save them.
Every time you open a position, a fee will be generated. The larger your leverage is, the more transactions you make, and as time goes by, the more fees you will generate.
This is when the importance of fee rebates is reflected. If you only trade and do not pay attention to fee rebates, you may lose a large amount of money in vain.
This money may be insignificant when you make a profit in trading, but after accumulating over time and experiencing the baptism of a bear market, this fee is likely to be the starting capital for your resurgence.
For example, if your principal is 1000U and you have a 20x leverage, then each time you open and close a position, a fee of 20U will be generated, a total of 40U. If you do not have a fee rebate, then this money will be deducted by the platform.
And I can return this money to you, so that you can make a profit while trading cryptocurrencies, and of course, it will also allow you to have funds to make a comeback when you lose money.
So, follow me.
Make every transaction worthwhile!

MicroStrategy bought again! This time it's 4,980 BTC, at an average price of $106,800, totaling over $530 million, with holdings approaching 600,000.

Source: Barron’s

As someone who has been closely watching institutional movements, I am increasingly convinced of one thing:

Retail investors are exiting, while big whales are entering.

This round of the bull market is not supported by 'enthusiasm', but by 'heavy conviction'.

MSTR seems to treat BTC like government bonds. Next time there's a crash, do you really dare to trade against it?

#BTC #MicroStrategy #Bitcoin #InstitutionalAccumulation #CryptoNarrative

I just saw that MicroStrategy bought another 4,980 bitcoins from June 23 to 29, with an average price of ~$106,801, totaling about $530 million, bringing their holdings close to 600,000!

As someone who follows institutional dynamics, I feel that:

This is not just hoarding coins—this is a long-term bet on BTC;

When full-position players continue to increase their stakes, it indicates that 'institutional confidence' still exists;

The next bull market is likely to be initiated by these heavily invested institutions 'supporting the market.'

What I am now focusing on is: Will MicroStrategy become a benchmark for 'BTC hardcore players'?

#BTC #MicroStrategy #InstitutionalEntry #个人观察

🚨I've noticed a trend: Bitcoin is struggling to rise, but the institutional narrative is becoming increasingly solid.

Today, BTC fell by 0.2%, failing to continue its rally with the traditional stock market, currently hovering below historical highs.

I summarize the reasons as three:

Retail enthusiasm waning: Retail investor interest is fading, and now most actions are taken by large players and institutions.

Changes in funding structure: Institutional assets like ETFs and MicroStrategy are dominating, and currently, there is no strong push in the market.

S&P and Nasdaq outperforming BTC: The stock market has become the first choice for short-term funds.

My viewpoint:
The current stagnation of BTC is a structural adjustment, not a bear market reversal.

The upcoming direction relies on two points of support: further inflow from institutions + retail investors rejoining.

If the stock market continues to be strong, BTC may continue to consolidate; conversely, if institutions maintain stability, the market may heat up again.

Recommended to monitor: ETF net inflow dynamics, MicroStrategy's positioning, retail trading activity.

#Bitcoin #BTC #CryptoMarket #InstitutionalFlow #MarketSentiment

I just noticed Pomp's new move: Anthony Pompliano has launched ProCap Financial, planning to inject $1 billion in capital through a SPAC to create an institutional-grade Bitcoin vault—not just hoarding coins, but also profiting through lending and derivatives.

My personal feeling:
This is Bitcoin being further institutionalized by super-large entities, no longer just buying and hoarding coins, but rather 'earning money by holding coins.'

If this strategy is replicated, it will open the curtain to a more robust and structured BTC bull market.

In short, this is not just Pomp's big gamble; it is also a signal of the 'era of Bitcoin financial instruments.'

#Bitcoin #BTC #ProCap #InstitutionalHolding #CryptoInstitutional

I just saw the big move by Anthony Pompliano:

His ProCap Financial completed a merger with a SPAC to acquire, aiming to inject $1 billion into a Bitcoin asset pool. Unlike just holding coins, it will operate through lending, derivatives, and other means.

To me, this signifies two trends:

Massive capital bullish on BTC: Moving from holding positions to professional financial services, this time it’s not traditional speculation, but institutional operations.

Bitcoin entering the era of "financial instrumentization": Not just a reserve asset, but also generating profits, the capacity of the on-chain ecosystem is once again affirmed.

My judgment: If this model is replicated, the next wave of the Bitcoin bull market will be more stable and have a more "structural logic."

#Bitcoin #BTC #ProCap #CryptoInstitutional #PersonalView

In the past few days, BTC has started to consolidate again, hovering around $106K.

Personally, I am not too pessimistic; instead, I feel this is a typical accumulation before the "main upward wave" —

The dollar remains weak.

ETFs continue to see inflows.

The market is waiting for a new catalyst (which could be policy-related or driven by tech stocks).

Additionally, the FATF has just pointed out the risks of stablecoins, saying that the "money laundering loophole" is getting larger.

Regulatory pressure is bearish, but in the long run, this kind of "cleanup regulation" also means that compliant projects will gain more space.

Ultimately, this round of market movement is no longer driven by sentiment, but by structural-driven competition.

My advice: Don't panic during the fluctuations; pullbacks are opportunities; don't be scared off by short-term movements, the direction is still there.

#BTC #Crypto #Stablecoins #Regulation #PersonalObservation #MarketSentiment

Yesterday, BTC dropped about 0.8% to $106.9K, taking a 'small breath' after nearing its historical high.

The market feels like 'profit-taking + waiting for a catalyst', but the support remains solid.

I think: a weak dollar, ETF inflows are still ongoing, and regulation is becoming clearer. A small pullback in BTC does not indicate an end; rather, it is an opportunity that hides a potential starting signal.

I recommend keeping an eye on the dollar's performance next week, ETF net inflow data, and policy dynamics, as this structural market relies on these factors to continue.

Today, the US Senate is advancing the GENIUS Act stablecoin bill, which clearly requires that reserve assets must be real gold and silver (cash + government bonds) and undergo public audits.

For giants like Tether, which has opaque asset backing mixed with Bitcoin and gold, this is undoubtedly a huge challenge and could even force them to exit the US market.

However, for Circle and USDC, with policy backing, both market capitalization and trust are likely to rise.

I believe this is a cleansing battle at the institutional level, where non-compliant entities are eliminated, and compliant ones welcome mainstream inflows.

Tether may accelerate its expansion into overseas markets (such as Latin America and Asia).

Next, we will focus on the progress of the House and Trump's final signature.

If you are optimistic about the development of a compliant stablecoin system, this could be a "policy catalyst + structural opportunity."

#Tether #USDC #GeniusAct #Stablecoin #CryptoRegulation

Today I saw SoFi officially announce the restart of their cryptocurrency business by the end of the year, supporting BTC/ETH trading, and will also launch blockchain remittance, staking, lending, and other functions.

As a content creator in the crypto space, I find this quite interesting—

The return of traditional financial players indicates that the regulatory environment is indeed improving;

A one-stop on-chain remittance experience will completely disrupt cross-border remittances;

After the popularization of staking/lending access, the adoption rate of DeFi may significantly increase.

So I judge: SoFi's actions are not just a gimmick, but also signify that mainstream finance will participate more in the crypto ecosystem, and the next wave of traffic may just begin.

#SoFi #BTC #ETH #DeFi #CryptoNews

BTC Breaks $106K, Risk Sentiment Recovers

1/ BTC surpassed $108K today, rising about 1.3%, attributed to the easing situation in the Middle East and a weakening dollar.

2/ ETH, SOL, XRP, and others rose similarly, indicating that the overall market sentiment has shifted from risk aversion to risk appetite.

3/ My view: This is a signal of short-term recovery in risk sentiment, but whether it can sustain will depend on the upcoming developments in the Middle East and the dollar's trend.

Recently, two things have made a strong impression on me, let's talk about them

1/ The United States has begun to strictly regulate BTC ATMs, with several states legislating to limit amounts, prevent fraud, and even directly ban them. Elderly people have been deceived too often, and the regulation is serious.

2/ Singapore is also tightening exchange policies, with platforms like Bitget and Bybit preparing to move to Hong Kong or Dubai.

As someone involved in cryptocurrency, my feeling is:

This round of regulatory tightening is not to kill the industry, but to clear the field.

Clearing out gray industries & those fishing in troubled waters also paves the way for truly compliant and long-term teams.

Short-term uncertainty will rise, but in the medium to long term, it's a good thing.

#Crypto #BTC #Regulation #Exchanges #BitcoinATM #SingaporePolicy

Recently, many people have asked me: With the situation in the Middle East being so chaotic, does it really have an impact on the crypto market?

My observation is - it does have an impact, but not the kind of 'risk-averse sentiment driving prices up' that everyone thinks.

A few days ago, BTC fell below $99K, which was due to selling pressure caused by geopolitical tensions; now, with the ceasefire news coming out, BTC quickly rebounded to $105K, and ETH, SOL, and XRP followed suit.

The crypto market is not a safe haven; it is a risk asset. When global sentiment improves, money will flow back in.

Therefore, my current view is:

A stable macro environment + friendly policies are the true conditions for the next round of market rallies to take off.

#BTC #ETH #Crypto #MiddleEastSituation #MarketSentiment

Is BlackRock going to launch SOL, DOT, ADA ETFs?

1/ BlackRock is rumored to plan to expand its cryptocurrency ETF product line, targeting
Solana / Polkadot / Cardano.

2/ BTC/ETH ETFs have been successful, and the next step is multi-asset allocation into mainstream financial portfolios.

3/ My opinion: This is not hype, but rather institutions genuinely paving the way for a multi-chain allocation era. Once implemented, potential structural funds will change sector valuations.

Geopolitical Drag, BTC Downside Risks Persist

1/ Bitcoin has fallen below $99K due to pressure from geopolitical tensions in the Middle East, with a decline of nearly 5%, reflecting that macro risks are still restraining the market.

2/ ETH, XRP, and SOL also faced pressure simultaneously, with the overall market lacking strong safe-haven assets, highlighting risk sentiment.

3/ My perspective: In the short term, watch macro policies and geopolitical dynamics; the market may fluctuate between $94K and $114K; in the long term, I still see a structural bull market path.

BlackRock Increases Multi-Currency ETF?

1/ BlackRock is considering launching compliant products for assets like Cardano, Polkadot, and Solana, in addition to Bitcoin and Ethereum ETFs.

2/ iShares BTC ETF manages assets of $70 billion, while the ETH ETF has accumulated $4 billion, indicating a clear shift in institutional attitudes.

3/ My perspective: This means that traditional financial giants are advancing towards a diversified cryptocurrency asset allocation era, potentially creating the next 'structural inflow' window.

4/ If realized, it will reshape capital flows and enhance the institutional acceptance of on-chain assets.

CoinMarketCap was reported to have pop-up phishing windows on its website, suspected of inducing users to connect their wallets. The good news is that the official team quickly identified and removed the threat.

2/ This reminds us: exchanges are just entry points, and vigilance for security is essential. Suggested key phrase: 'Cold wallet assets ≠ Ignoring risks' to highlight the issue.

3/ On another note, the Wyoming stablecoin committee has selected Aptos & Sei as pilot chains, indicating that local compliance is also beginning to proactively adopt a multi-chain approach.

4/ My perspective: on one hand, security is raising alarms, while on the other hand, policy is paving the way for underlying on-chain applications, reflecting the industry's significant progress from wild growth to collaborative institutional development.

5/ Focus areas = on-chain governance + link security, while also following the next steps from the Aptos/Sei project teams.

Expecting the US dollar to weaken, BTC is likely to rise again

1/ BTC slightly increased to $104.6K, but has not yet become a 'traditional safe-haven asset' barrons.com

2/ The US dollar index has shown weakness; if DXY continues to decline, BTC may have a related opportunity for an increase.

3/ My judgment: If the dollar's drag continues, BTC could emerge as a 'hedging tool against the dollar' with greater movement.

📆 June 21｜Altcoin Research Brief

🔹 BTC

Dropped sharply in volume overnight but with no obvious negative news, suspected to be influenced by geopolitical situations; divergence is initially appearing on the 4-hour level, weakening but not out of control.

The daily chart is in a healthy recovery phase, and the weekly structure is sound, with a focus on expectations for Federal Reserve interest rate cuts. It may maintain volatility during the day, awaiting the start of a new cycle.

🔹 ETH

Dropped in sync with BTC, breaking below the range, still in adjustment. Divergence patterns have appeared, focusing on the $2400 support level, primarily consolidating in a range.

🔹 Altcoin Sector

Overall retracing with mainstream, short-term observation of the mainstream stabilization situation. The ETH sector has a deeper decline, while BSC activities are frequent, allowing for more Alpha points accumulation.

SOL ecosystem heat is rising, and MEME themes are partially active, with the potential for golden dog opportunities in the future. Existing positions are advised to wait patiently for a rebound.

🔹 On-chain and Primary Market

SOL activity is declining, and BSC on-chain transactions are increasing; pay attention to Alpha activities and the MEME sector.

📊 Support/Resistance Levels Reference:

BTC: Support $102,500–103,000, Resistance $104,500–105,500

ETH: Support $2,350–2,400, Resistance $2,500–2,550

U.S. Senate Passes Stablecoin Bill, A Milestone for the Cryptocurrency Industry

The U.S. Senate passed the stablecoin regulatory bill GENIUS Act with a vote of 68-30, establishing regulatory safeguards for mainstream stablecoins like USDC.

This not only gives stablecoins a hard rule of "must reserve cash/government bonds & disclose reserves," but also allows USDC issuers like Circle to regain market confidence.

My Opinion: This marks the formal inclusion of the cryptocurrency industry into the realm of payment infrastructure, opening up the possibility for compliance → scaled applications.

But the double-edged sword of regulation: the more legitimate, the more restricted; projects seeking compliance must also bear costs.

Recommendation: Pay attention to the evolution of the final version of the GENIUS Act regarding the definitions of "protocol-level stablecoins" and "on-chain transparency."

If you are also a practitioner/creator in the industry, you can produce in-depth discussions around the boundary space of "compliance vs. rebellion!"