加密门徒
ETH Holder
High-Frequency Trader
4.3 Years
公众号：加密门徒 Twitter：@jiamimentu 前交易所核心成员，曾深度参与多个关键部门运作。日更解读加密行业趋势，专注一线动态！本轮周期最懂以太坊的中国人之一，只做币价预判。15万字真实纪录，复盘验证全部公开。
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Trump starts selling Ethereum today, is ETH1450 a safe bet for making money?
Answer: Siblings, please don't!
Today, the suspected WLFI address began selling ETH, which has become the main topic, causing widespread panic selling among everyone. The paper losses for WLFI ETH have already exceeded 100 million, but at this moment, I hope everyone can hold their positions and not be swayed by the market's rhythm.
1. The same batch of unscrupulous media that spread panic today by reporting on WLFI's sale to Coinbase were the ones who claimed that WLFI's ETH had been sold early, right?
2. To correctly understand this event, one must first understand WLFI's operating model (as I detailed in my post in March).
Trump has not lost a penny on this.
3. Trump recently did lose 1 billion due to tariff issues, but not in the cryptocurrency market. According to Forbes magazine, the day before Trump announced his comprehensive tariff plan (April 2), his net worth was estimated at 5.1 billion dollars, but it has since shrunk to 4.1 billion dollars within a week, as his holdings in publicly traded stocks and private assets fell in sync with the broader financial market. Trump's biggest loss comes from his most valuable asset, the "Trump Media Technology Group," whose stock price has plummeted for three consecutive days following the announcement of Trump's tariff plan, hitting its lowest point since October last year.
4. Upon seeing the news of WLFI's sale today, I immediately thought of Bitcoin's lowest point of 15,400 dollars at the end of 2022, when the market's panic was no less than this. Wall Street analysts shouted that Bitcoin would fall below 5,000 dollars, creating panic, yet it later surged all the way to 100,000.
5. At such a difficult time when ETH is severely oversold, the market makers personally create negative news, which could very likely indicate the bottom!
Answer: Siblings, please don't!
Today, the suspected WLFI address began selling ETH, which has become the main topic, causing widespread panic selling among everyone. The paper losses for WLFI ETH have already exceeded 100 million, but at this moment, I hope everyone can hold their positions and not be swayed by the market's rhythm.
1. The same batch of unscrupulous media that spread panic today by reporting on WLFI's sale to Coinbase were the ones who claimed that WLFI's ETH had been sold early, right?
2. To correctly understand this event, one must first understand WLFI's operating model (as I detailed in my post in March).
Trump has not lost a penny on this.
3. Trump recently did lose 1 billion due to tariff issues, but not in the cryptocurrency market. According to Forbes magazine, the day before Trump announced his comprehensive tariff plan (April 2), his net worth was estimated at 5.1 billion dollars, but it has since shrunk to 4.1 billion dollars within a week, as his holdings in publicly traded stocks and private assets fell in sync with the broader financial market. Trump's biggest loss comes from his most valuable asset, the "Trump Media Technology Group," whose stock price has plummeted for three consecutive days following the announcement of Trump's tariff plan, hitting its lowest point since October last year.
4. Upon seeing the news of WLFI's sale today, I immediately thought of Bitcoin's lowest point of 15,400 dollars at the end of 2022, when the market's panic was no less than this. Wall Street analysts shouted that Bitcoin would fall below 5,000 dollars, creating panic, yet it later surged all the way to 100,000.
5. At such a difficult time when ETH is severely oversold, the market makers personally create negative news, which could very likely indicate the bottom!
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Breaking: Financial Black Friday + Little Black Swan Causes Collapse of US Stocks and Cryptocurrency Market
1. Last night, the non-farm payroll data came in unexpectedly low, leading to a drop in US stocks. At 2 AM, it was confirmed to be a fabrication, and the person behind it turned out to be the President of the United States, marking a first in human history for such a comical event. The US stock market collapsed directly, and the cryptocurrency market followed suit.
2. An hour later, the President issued another statement (image), ending with a reminder: The United States is thriving.
3. The cryptocurrency market has reached a crossroads again—some predict a bullish end of the year with ETH hitting five figures, while others see a bearish trend with three figures. Will it be five figures or three figures? Bull market frenzy or bear market abyss? What you've heard are others' choices.
What truly matters is how you choose.
#加密市场回调 #非农就业数据 #美国加征关税
$ETH
1. Last night, the non-farm payroll data came in unexpectedly low, leading to a drop in US stocks. At 2 AM, it was confirmed to be a fabrication, and the person behind it turned out to be the President of the United States, marking a first in human history for such a comical event. The US stock market collapsed directly, and the cryptocurrency market followed suit.
2. An hour later, the President issued another statement (image), ending with a reminder: The United States is thriving.
3. The cryptocurrency market has reached a crossroads again—some predict a bullish end of the year with ETH hitting five figures, while others see a bearish trend with three figures. Will it be five figures or three figures? Bull market frenzy or bear market abyss? What you've heard are others' choices.
What truly matters is how you choose.
#加密市场回调 #非农就业数据 #美国加征关税
$ETH
See original
Latest News: Trump's tariffs on Canada raised to 35%, is the crypto market about to collapse?
Answer: 1. The tariff issue has been finalized, with Europe, Japan, and South Korea reaching agreements on tariffs with the U.S., which Trump is using to showcase his achievements. The impact of Canadian tariffs on the market is extremely limited and is expected to be quickly absorbed.
2. The drop of ETH to around 3700 at night was due to PCE falling short of expectations, which reduced the Fed's rate cut expectations for September, but this expectation had already been absorbed by the market during Powell's speech.
3. Currently, BTC and ETH are considered premium assets in U.S. stocks due to the support from ETFs. The fundamentals of U.S. stocks are strong, the tariff issue has been finalized, and recent earnings reports from leading U.S. companies have exceeded expectations. The view that the crypto market will recover in August remains unchanged.
#美国初请失业金人数 #美联储利率决议 #加密市场下跌 $BTC $ETH
Answer: 1. The tariff issue has been finalized, with Europe, Japan, and South Korea reaching agreements on tariffs with the U.S., which Trump is using to showcase his achievements. The impact of Canadian tariffs on the market is extremely limited and is expected to be quickly absorbed.
2. The drop of ETH to around 3700 at night was due to PCE falling short of expectations, which reduced the Fed's rate cut expectations for September, but this expectation had already been absorbed by the market during Powell's speech.
3. Currently, BTC and ETH are considered premium assets in U.S. stocks due to the support from ETFs. The fundamentals of U.S. stocks are strong, the tariff issue has been finalized, and recent earnings reports from leading U.S. companies have exceeded expectations. The view that the crypto market will recover in August remains unchanged.
#美国初请失业金人数 #美联储利率决议 #加密市场下跌 $BTC $ETH
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Brothers of the Empty Ether, please pay attention!
1. ETH3934 is expected to be liquidated soon.
2. I personally believe the probability of the Federal Reserve cutting interest rates in September is 80%, and the speculation will start in August, rather than the widely promoted 45.7%.
#美联储利率决议 #以太坊十周年 #加密市场反弹
$ETH
1. ETH3934 is expected to be liquidated soon.
2. I personally believe the probability of the Federal Reserve cutting interest rates in September is 80%, and the speculation will start in August, rather than the widely promoted 45.7%.
#美联储利率决议 #以太坊十周年 #加密市场反弹
$ETH
See original
Breaking: When the market is unclear, a large amount of US capital enters the scene.
An hour ago, US capital minted 750 million USDC on the Solana chain, divided into three transactions of 250 million USDC each.
It is quite rare to execute three transactions of 250 million USDC in just 68 seconds.
Are they in such a hurry to buy the dip?
#以太坊十周年 #美联储利率决议 #加密市场反弹
$ETH $USDC $BTC
An hour ago, US capital minted 750 million USDC on the Solana chain, divided into three transactions of 250 million USDC each.
It is quite rare to execute three transactions of 250 million USDC in just 68 seconds.
Are they in such a hurry to buy the dip?
#以太坊十周年 #美联储利率决议 #加密市场反弹
$ETH $USDC $BTC
See original
C surged in South Korea
1. The news led the market by two days.
2. I will communicate with everyone daily and clarify the underlying logic.
3. Low-frequency trading, only enter when sure; this week only two trades were made: VINE C
#美国与欧盟达成关税协议 #加密市场反弹 #ETH重返3800 $C $VINE $ETH
1. The news led the market by two days.
2. I will communicate with everyone daily and clarify the underlying logic.
3. Low-frequency trading, only enter when sure; this week only two trades were made: VINE C
#美国与欧盟达成关税协议 #加密市场反弹 #ETH重返3800 $C $VINE $ETH
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VINE Crazy Pump is Inevitable
1. Take advantage of Musk's endorsements.
2. The firm wants to earn more.
3. Extreme washing and extreme pumping will make you question life.
4. You can only participate with low leverage to hold on.
#ETH重返3800 #山寨季來了？ #加密市场反弹
$ETH $VINE
1. Take advantage of Musk's endorsements.
2. The firm wants to earn more.
3. Extreme washing and extreme pumping will make you question life.
4. You can only participate with low leverage to hold on.
#ETH重返3800 #山寨季來了？ #加密市场反弹
$ETH $VINE
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Historical rarity: Thank you to the People's Daily for bringing the wealth code to us Chinese in advance!
1. This news can be monetized; if the news is true, it is expected to reflect in the coin price in about a week, with the strong Ethereum likely leading the surge to 4000 in the short term.
2. The People's Daily is a national brand and is instructed by the upper echelons. If the news is false, the editor-in-chief and the editors will be held completely accountable, with no leniency.
3. Trump's truth social media has not yet released signals; this news is the first-hand information across the entire network.
#以太坊交易量反超比特币 #山寨季來了？ #加密市场反弹 $ETH $BTC
1. This news can be monetized; if the news is true, it is expected to reflect in the coin price in about a week, with the strong Ethereum likely leading the surge to 4000 in the short term.
2. The People's Daily is a national brand and is instructed by the upper echelons. If the news is false, the editor-in-chief and the editors will be held completely accountable, with no leniency.
3. Trump's truth social media has not yet released signals; this news is the first-hand information across the entire network.
#以太坊交易量反超比特币 #山寨季來了？ #加密市场反弹 $ETH $BTC
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Two sentences to clarify the most concerned ETH price
1. The relationship between BlackRock, the Ethereum Foundation, and publicly listed companies with Ethereum strategic reserves was finally made public yesterday. I learned about this in April, and the logic behind my position was not only detailed in several articles, but I wrote continuously for three months at an average of 600 words per article.
2. The first entry price for ETH on Wall Street is in the range of 1500-1800, and the second entry price is around 3000.
That's it.
#以太坊交易量反超比特币 #ETH走势分析 #加密市场反弹
$ETH
1. The relationship between BlackRock, the Ethereum Foundation, and publicly listed companies with Ethereum strategic reserves was finally made public yesterday. I learned about this in April, and the logic behind my position was not only detailed in several articles, but I wrote continuously for three months at an average of 600 words per article.
2. The first entry price for ETH on Wall Street is in the range of 1500-1800, and the second entry price is around 3000.
That's it.
#以太坊交易量反超比特币 #ETH走势分析 #加密市场反弹
$ETH
The Past and Future of Ethereum: Will ETH Hit New Highs by Year-End? (1)
To be honest, compared to future development, people may be more concerned about the price of Ethereum. Currently, Ethereum is indeed poised for a breakout. Whether I previously claimed ETH at 1450 as the bottom or the current price of 1800, its potential positive factors have always objectively existed!
1. Ethereum and Bitcoin have already opened up traditional funding channels due to last year's ETF approval. The factors affecting their prices are not just the small pool of funds in the crypto world! This is the first-hand information I provide to the entire network, because in discussing the most critical issues regarding coin prices, no one has mentioned this most important impact. Moreover, according to my sources, institutions on Wall Street have begun to engage in over-the-counter trading of Ethereum, and no media has publicly disclosed this yet. I believe that as the price rises, this positive news will eventually be released.
2. At the same time, I have learned that the Ethereum ETF staking is likely to be approved in the second half of this year, and senior executives at BlackRock are also publicly calling for pressure. The impact on the coin price after approval has two positive aspects: one is the reduction of token selling pressure, and the other is the yield attracting traditional institutions to increase their positions.
3. The Ethereum Pectra upgrade indirectly increases the ETH staking rate. The EIP-7251 proposal allows validators to receive additional staking rewards beyond the standard staking amount of 32 ETH. Validators can use a single validation node to stake all the ETH they hold. This improvement is expected to attract large institutions to run their own validation nodes.
4. ADA founder Charles Hoskinson recently questioned the long-term development of Ethereum in an AMA event, suggesting that this blockchain might not survive in the future. Nonsense!
This former co-founder of Ethereum pointed out three major structural flaws: incorrect economic model, virtual machine design, and consensus mechanism. This is purely nonsense to gain attention; the aforementioned models, technologies, and consensus issues have been refuted by Ethereum's current position and practical applications in recent years. ETH has completely outperformed ADA. This guy claims he never promotes himself but is always riding the hype to promote himself, occasionally spreading FUD about Ethereum or riding the presidential hype. However, objectively speaking, his marketing ability is what Ethereum currently lacks the most.
#以太坊的未来 #加密市场反弹 #加密市场盘整 $ETH $ADA
To be honest, compared to future development, people may be more concerned about the price of Ethereum. Currently, Ethereum is indeed poised for a breakout. Whether I previously claimed ETH at 1450 as the bottom or the current price of 1800, its potential positive factors have always objectively existed!
1. Ethereum and Bitcoin have already opened up traditional funding channels due to last year's ETF approval. The factors affecting their prices are not just the small pool of funds in the crypto world! This is the first-hand information I provide to the entire network, because in discussing the most critical issues regarding coin prices, no one has mentioned this most important impact. Moreover, according to my sources, institutions on Wall Street have begun to engage in over-the-counter trading of Ethereum, and no media has publicly disclosed this yet. I believe that as the price rises, this positive news will eventually be released.
2. At the same time, I have learned that the Ethereum ETF staking is likely to be approved in the second half of this year, and senior executives at BlackRock are also publicly calling for pressure. The impact on the coin price after approval has two positive aspects: one is the reduction of token selling pressure, and the other is the yield attracting traditional institutions to increase their positions.
3. The Ethereum Pectra upgrade indirectly increases the ETH staking rate. The EIP-7251 proposal allows validators to receive additional staking rewards beyond the standard staking amount of 32 ETH. Validators can use a single validation node to stake all the ETH they hold. This improvement is expected to attract large institutions to run their own validation nodes.
4. ADA founder Charles Hoskinson recently questioned the long-term development of Ethereum in an AMA event, suggesting that this blockchain might not survive in the future. Nonsense!
This former co-founder of Ethereum pointed out three major structural flaws: incorrect economic model, virtual machine design, and consensus mechanism. This is purely nonsense to gain attention; the aforementioned models, technologies, and consensus issues have been refuted by Ethereum's current position and practical applications in recent years. ETH has completely outperformed ADA. This guy claims he never promotes himself but is always riding the hype to promote himself, occasionally spreading FUD about Ethereum or riding the presidential hype. However, objectively speaking, his marketing ability is what Ethereum currently lacks the most.
#以太坊的未来 #加密市场反弹 #加密市场盘整 $ETH $ADA
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Today's Market Analysis: What Happened with BTC's Crash a Few Hours Ago?
Answer: It was not a massive whale sell-off, but rather a deliberate market manipulation by a group.
1. Around 8 AM, Galaxy Digital used Bitcoin from a 14-year-old ancient whale to directly transfer it to 5 exchanges to start selling, which are Binance, Bybit, OKX, Kraken, and Bitstamp. In the past 4 hours, a total of 80 transfers were made.
2. The company's main business is over-the-counter (OTC) trading, and it has a large number of institutional clients that could easily facilitate trades, but it chose to sell off directly, which is clearly intentional.
3. It is not hard to see their true intentions when combined with the 2 billion USDT that was issued last night.
4. The company still holds 33,763 Bitcoins. It has shifted the current market focus and control onto itself, expanding its influence in the cryptocurrency space.
U.S. stock investors can buy its stocks, expecting them to double in value within a year. It rose from 27 to 32 in 6 days.
#加密市场回调 #巨鲸动向 #以太坊交易量反超比特币
$BTC $ETH
Answer: It was not a massive whale sell-off, but rather a deliberate market manipulation by a group.
1. Around 8 AM, Galaxy Digital used Bitcoin from a 14-year-old ancient whale to directly transfer it to 5 exchanges to start selling, which are Binance, Bybit, OKX, Kraken, and Bitstamp. In the past 4 hours, a total of 80 transfers were made.
2. The company's main business is over-the-counter (OTC) trading, and it has a large number of institutional clients that could easily facilitate trades, but it chose to sell off directly, which is clearly intentional.
3. It is not hard to see their true intentions when combined with the 2 billion USDT that was issued last night.
4. The company still holds 33,763 Bitcoins. It has shifted the current market focus and control onto itself, expanding its influence in the cryptocurrency space.
U.S. stock investors can buy its stocks, expecting them to double in value within a year. It rose from 27 to 32 in 6 days.
#加密市场回调 #巨鲸动向 #以太坊交易量反超比特币
$BTC $ETH
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Breaking: 2 billion USDT is here! The bears are in urgent retreat!
This month has seen a total issuance of 7 billion USDT.
In the past year, there were two months with issuance exceeding 7 billion USDT, specifically:
April 2025: 7 billion U.
November 2024: 18 billion U.
#以太坊交易量反超比特币 #山寨季來了？ #加密市场反弹
$ETH $BTC
This month has seen a total issuance of 7 billion USDT.
In the past year, there were two months with issuance exceeding 7 billion USDT, specifically:
April 2025: 7 billion U.
November 2024: 18 billion U.
#以太坊交易量反超比特币 #山寨季來了？ #加密市场反弹
$ETH $BTC
See original
Which is currently the fastest domestic scythe coin?
Answer: CFX.
It deceives both retail investors and the government.
It dropped a third in two days, the dog traders retreated, and retail investors stood guard.
The official project promotional posts from the last two days have all been deleted.
From this, it can be inferred: the dog writer is either free to run away now or has lost their freedom.
#山寨币热点 #RWA热潮 #加密市场下跌 $CFX $OM $ETH
Answer: CFX.
It deceives both retail investors and the government.
It dropped a third in two days, the dog traders retreated, and retail investors stood guard.
The official project promotional posts from the last two days have all been deleted.
From this, it can be inferred: the dog writer is either free to run away now or has lost their freedom.
#山寨币热点 #RWA热潮 #加密市场下跌 $CFX $OM $ETH
Brothers, please remember: Evil forces ≠ Strong forces!
Don't be fooled again; evil forces are never the 'leaders of a bull market', but rather the vampires at the end of the market!
1. Evil forces possess no qualities of strong forces, only bad ones.
2. Evil forces have no cap on coin supply and can create unlimited amounts.
3. Evil forces make crazy promises but never fulfill them.
4. Evil forces can collapse at any time, causing double explosions in both long and short positions, taking away all chips.
#以太坊突破3700 #山寨币突破 #加密市场反弹
$CFX $OM $ETH
Don't be fooled again; evil forces are never the 'leaders of a bull market', but rather the vampires at the end of the market!
1. Evil forces possess no qualities of strong forces, only bad ones.
2. Evil forces have no cap on coin supply and can create unlimited amounts.
3. Evil forces make crazy promises but never fulfill them.
4. Evil forces can collapse at any time, causing double explosions in both long and short positions, taking away all chips.
#以太坊突破3700 #山寨币突破 #加密市场反弹
$CFX $OM $ETH
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The United States has reached an agreement with the Japanese. Don't chase it anymore!
I need to remind you that since June 22, when I called the bottom for ETH at Binance Square, the altcoin season has lasted a full month. Brothers, all coins have at least rebounded by 70%. Please closely monitor whether the incremental funds can continue, otherwise a sudden crash is something you cannot bear.
In just a few hours of deep sleep, a crash could trap you by a quarter; do you want to wait for it to rebound to sell? The whales will definitely not give you the opportunity, nor will they develop according to your imagined script, because the whales are the directors.
#山寨季來了？ #以太坊突破3700 #NFT板块领涨
$ETH $C $SPK
I need to remind you that since June 22, when I called the bottom for ETH at Binance Square, the altcoin season has lasted a full month. Brothers, all coins have at least rebounded by 70%. Please closely monitor whether the incremental funds can continue, otherwise a sudden crash is something you cannot bear.
In just a few hours of deep sleep, a crash could trap you by a quarter; do you want to wait for it to rebound to sell? The whales will definitely not give you the opportunity, nor will they develop according to your imagined script, because the whales are the directors.
#山寨季來了？ #以太坊突破3700 #NFT板块领涨
$ETH $C $SPK
See original
Brothers, please remember: Evil forces ≠ Strong forces!
Don't be fooled again; evil forces are never the 'leaders of a bull market', but rather the vampires at the end of the market!
1. Evil forces possess no qualities of strong forces, only bad ones.
2. Evil forces have no cap on coin supply and can create unlimited amounts.
3. Evil forces make crazy promises but never fulfill them.
4. Evil forces can collapse at any time, causing double explosions in both long and short positions, taking away all chips.
#以太坊突破3700 #山寨币突破 #加密市场反弹
$CFX $OM $ETH
Don't be fooled again; evil forces are never the 'leaders of a bull market', but rather the vampires at the end of the market!
1. Evil forces possess no qualities of strong forces, only bad ones.
2. Evil forces have no cap on coin supply and can create unlimited amounts.
3. Evil forces make crazy promises but never fulfill them.
4. Evil forces can collapse at any time, causing double explosions in both long and short positions, taking away all chips.
#以太坊突破3700 #山寨币突破 #加密市场反弹
$CFX $OM $ETH
See original
In 2011, the billion-dollar ancient giant whale cleared its wallet in just 2 hours!
The wallet transferred the last 40,192 bitcoins to Galaxy for sale, leaving only $69 for gas fees.
Concurrent events included:
1. The old coin XRP reached an all-time high of $3.5 in 2017. Meanwhile, the founder transferred $30 million worth of XRP to Coinbase.
2. In 2021, the publicly listed companies Coinbase and Robinhood reached all-time high stock prices.
3. ETH returned to $3500 this year.
4. The U.S. House of Representatives passed three cryptocurrency bills, and the White House plans to hold a presidential signing ceremony for the GENIUS Act at 2 AM Beijing time on the 19th.
5. Since June 25, altcoins have surged by 50%.
Today, there are 215 days left until the Chinese New Year in 2026.
#以太坊连续两日领涨 #比特币巨鲸动向 #美国加密周 $BTC $ETH $XRP
The wallet transferred the last 40,192 bitcoins to Galaxy for sale, leaving only $69 for gas fees.
Concurrent events included:
1. The old coin XRP reached an all-time high of $3.5 in 2017. Meanwhile, the founder transferred $30 million worth of XRP to Coinbase.
2. In 2021, the publicly listed companies Coinbase and Robinhood reached all-time high stock prices.
3. ETH returned to $3500 this year.
4. The U.S. House of Representatives passed three cryptocurrency bills, and the White House plans to hold a presidential signing ceremony for the GENIUS Act at 2 AM Beijing time on the 19th.
5. Since June 25, altcoins have surged by 50%.
Today, there are 215 days left until the Chinese New Year in 2026.
#以太坊连续两日领涨 #比特币巨鲸动向 #美国加密周 $BTC $ETH $XRP
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The market has gone completely crazy, just printed another 1 billion a few minutes ago!
ETH is expected to skyrocket.
#以太坊连续两日领涨 #美国加密周 #加密市场反弹 $ETH
ETH is expected to skyrocket.
#以太坊连续两日领涨 #美国加密周 #加密市场反弹 $ETH
See original
BTC ETH Analysis - The most core factor affecting the short-term market: the Stablecoin Act
There are two factors that affect the price of coins recently: whales selling BTC in large quantities and the Stablecoin Act. Trump's call the day before yesterday and the 2 billion funds entering the market yesterday are all related to the GENIUS Act.
1. Trump is the only president in the world who does not support his own country's central bank digital currency (CBDC). There is no one before and no one after him in normal countries.
He currently supports the currency version of the US dollar stablecoin (mainly USDC, USDT, and his own USD1).
There are two main reasons:
1. The US central bank digital currency is dominated by the Federal Reserve, and his current relationship with the Federal Reserve is obviously not good.
2. At present, the currency circle is his family's cash cow, and the interests are too deeply bound, so he must support it. He will become an invisible tycoon in the United States in the next three years, and the dark line of family funds is managed by the founder of Silk Road. WLFI's increase in Ethereum positions is a cover, that is all the investors' money spent. He only knows what price he bought what currency at.
2. The game between great powers adds to the drama of "stablecoins"
The game between the great powers of China and the United States has greatly increased the international popularity of "stablecoins". Therefore, the listed stablecoin companies in China and the United States, the US Stablecoin Act, the stablecoin licenses of JD.com, Ant, and Xiaomi, and the stablecoin-linked companies in Hong Kong stocks are all the targets of current capital pursuit.
3. Beware of the risk of exhaustion of good news:
1. The bill has undergone several rounds of voting in recent months, and each time it has been hotly speculated in the market.
2. Judging by the content of the Stablecoin Act: The implementation of regulations and the actual impact will take at least several months to complete. If the funds cannot keep up, the short-term good news will be exhausted, and the medium- and long-term good news will be good for the currency circle.
4. Appendix: Summary of the Stablecoin Act
Licensed issuance: The issuance of stablecoins must be authorized by the government, and the regulatory power is still in the game between the state government and the federal government.
Asset reserves: 100% high-quality assets are required as reserves (such as short-term treasury bonds, reverse repurchases), and re-mortgage is prohibited; stablecoin holders must be repaid first in bankruptcy.
Regulatory requirements: A full set of financial regulatory standards including risk control, information disclosure, anti-money laundering, technical security, and auditing.
Regulatory trends: Stricter than banks, which is pushing stablecoins closer to the mainstream financial system.
#ETH突破3000 #美国加密周 #加密市场反弹 $ETH $BTC
There are two factors that affect the price of coins recently: whales selling BTC in large quantities and the Stablecoin Act. Trump's call the day before yesterday and the 2 billion funds entering the market yesterday are all related to the GENIUS Act.
1. Trump is the only president in the world who does not support his own country's central bank digital currency (CBDC). There is no one before and no one after him in normal countries.
He currently supports the currency version of the US dollar stablecoin (mainly USDC, USDT, and his own USD1).
There are two main reasons:
1. The US central bank digital currency is dominated by the Federal Reserve, and his current relationship with the Federal Reserve is obviously not good.
2. At present, the currency circle is his family's cash cow, and the interests are too deeply bound, so he must support it. He will become an invisible tycoon in the United States in the next three years, and the dark line of family funds is managed by the founder of Silk Road. WLFI's increase in Ethereum positions is a cover, that is all the investors' money spent. He only knows what price he bought what currency at.
2. The game between great powers adds to the drama of "stablecoins"
The game between the great powers of China and the United States has greatly increased the international popularity of "stablecoins". Therefore, the listed stablecoin companies in China and the United States, the US Stablecoin Act, the stablecoin licenses of JD.com, Ant, and Xiaomi, and the stablecoin-linked companies in Hong Kong stocks are all the targets of current capital pursuit.
3. Beware of the risk of exhaustion of good news:
1. The bill has undergone several rounds of voting in recent months, and each time it has been hotly speculated in the market.
2. Judging by the content of the Stablecoin Act: The implementation of regulations and the actual impact will take at least several months to complete. If the funds cannot keep up, the short-term good news will be exhausted, and the medium- and long-term good news will be good for the currency circle.
4. Appendix: Summary of the Stablecoin Act
Licensed issuance: The issuance of stablecoins must be authorized by the government, and the regulatory power is still in the game between the state government and the federal government.
Asset reserves: 100% high-quality assets are required as reserves (such as short-term treasury bonds, reverse repurchases), and re-mortgage is prohibited; stablecoin holders must be repaid first in bankruptcy.
Regulatory requirements: A full set of financial regulatory standards including risk control, information disclosure, anti-money laundering, technical security, and auditing.
Regulatory trends: Stricter than banks, which is pushing stablecoins closer to the mainstream financial system.
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