王不爱

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East rises and West falls...? Watching great power games is so interesting🇺🇸🇨🇳🇯🇵

What are the core reasons for the recent decline in Bitcoin?

1⃣️ Macro risk aversion sentiment dominates: Although the Federal Reserve lowered interest rates last week, expectations for further cuts in 2026 have dropped to 40%-50%, raising concerns about tighter money; coupled with the decline in US AI stocks (for example, Broadcom's poor earnings report lowered the Nasdaq), Bitcoin, as a highly volatile asset, is among the first to be impacted. It currently has a strong correlation with the Nasdaq, and it is common for it to fluctuate alongside tech stocks.

2⃣️ Rising expectations for Bank of Japan interest rate hikes: The central bank is meeting this Sunday, and the market generally agrees with the expectation of a 25 basis point increase (bringing it to 0.75%, the highest in 30 years). Previously, any signal of tightening would lead to a significant inflow of funds back to Japan, causing Bitcoin to drop over 20% each time. This expectation has increased selling pressure in a market that already had limited funds after the weekend.

3⃣️ High leverage liquidation chain reaction: Recently, the market's leverage ratio has nearly caught up with the peak of the 2021 bull market, with many people going long. Yesterday's drop forced over 700 million dollars in long positions to be liquidated, creating a vicious cycle of further declines; miners and long-time players are also selling, increasing the selling pressure.

4⃣️ Other factors: Bitcoin ETFs have been consistently pulling money out, and institutions like MicroStrategy are under pressure to liquidate their holdings. Coupled with the tight funding at the end of the year, these factors are adding fuel to the fire.

Ridiculous……???
Last night the reason for the drop of $BTC was found!!!

It turns out it's because of Oracle Nvda
I'm really speechless……

When the Nasdaq rises, it doesn't bring along the brothers, but every time it drops, there's always a share
……
🤮Throw up

Is the USA 🇺🇸 going to be barbecued???
Cloudflare has gone down twice in a month

Also...
Today, a large number of Taiwanese users are unable to use Xiaohongshu 📚
🤔 Hey?
Is this mutual attack or just a coincidence? 🤯

Trump Cabinet Meeting
Slept for 6 minutes 😪
🤡Hi there~
From now on, we can't call Biden Sleepy Joe🤡!

The market is really terrible, friends!!
So exciting, so exciting!!
Today COS Butterfly Shinobu🦋
Demon Slayer is also so exciting, so exciting

My recent mental state is still okay
It's just that my position is not so good😢

My dad recommended that I buy some $ZEC
Although it was my dad who brought me into the circle...

Dad's strength is still impressive, at the beginning of 2021 he crazily urged me to buy $DOGE
I bought at the bottom for 15,000 and 30,000 $BTC
But I'm afraid of heights and lows, so I didn't go in...🤡

🥵 This time it's the same, seeing ZEC I really don't dare to invest
Husbands... do you think we should buy it?

What's the hot topic... is it really fake?!?

Why has it fallen again!!!
Teachers!!!

I really can't afford to lose anymore 😭😭😭
Only 10u left!!!

Binance wallet can now buy US stocks #Binance
The trading is very smooth, and there are no barriers to operation!!

1⃣️Binance wallet → Market, swipe left on the top slider of the page, find 'Stock Tokens' next to 'Alpha'
2⃣️Currently integrated with Ondo, mainstream US stocks can be bought #ondo
3⃣️The trading experience is the same as buying coins, familiar K-line interface
4⃣️Currently only supports $USDT trading pairs (currently 0 fees), opening hours are the same as US stocks
Tokenization of US stocks is a trend! Everyone must not miss this wave of AI! $BNB

Why do my eyes often contain tears🥺
Because today I am green!!!

Hello~ $BTC 九万了~
We talked about it in the movie on Tuesday~
Thanksgiving should have gone up!
Technically, macro, the internal situation in the U.S. needs the U.S. stock market to be strong right now!
Wishing all the friends watching the movie~ to make a fortune

Last night, Nvidia plummeted by 7%, and there were rumors in the market about Google backstabbing Nvidia.

What is the reason?🤔

1⃣ Core reason:
Google's self-developed TPU chip has launched a fierce impact on Nvidia's monopoly position🧩

To forge iron, one must be strong themselves:
Google's TPU v7 has already caught up with Nvidia's B200 in terms of computing power, memory, and other core parameters, and has reduced the customer migration threshold by adapting to PyTorch.

2⃣ GPT's dominance is not what it used to be:
Google's newly released Gemini 3 large model even surpasses GPT-4 in performance, and the costs for Gemini are lower compared to GPT! Who doesn't like something affordable??

3⃣ The Gemini large model is trained entirely on Google TPU, breaking the inherent perception that AI models rely on Nvidia, creating a moat ❤️‍🔥危！

4⃣ Loss of major clients:
Google is promoting the TPU@Premises program, allowing major clients like Meta to deploy TPUs directly in their own data centers. Currently, Meta is negotiating with Google, planning to deploy TPUs on a large scale by 2027.

It’s worth noting that Meta is a core customer of Nvidia, and the potential loss of orders is causing the market to lose faith in Nvidia🥺

Nvidia is really facing a fire in the backyard this time!
No wonder there are rumors that H200 can be exported to China🇨🇳!

Cutting bangs, almost forgot who I am??