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Binance is working very hard, and the product improvements this time are quite good. The experience is becoming increasingly different from other exchanges. The exchange industry is facing intense competition, not to mention burning money; there are challenges in various aspects that are not something an average person can easily enter.

It's been too quiet for too long.

This coin $NXPC is just here to scam people. It is specifically designed for cryptocurrency game players, but it may still have overestimated the number of cryptocurrency game players. 90% of the game players in the cryptocurrency world are studios, while consumer players can be ignored, so who will foot the bill?

Let's see it drop 10 times first.

Recently, I've sensed an impending global currency printing competition. Countries like the UK, Europe, South Korea, and others can no longer hold on and have all dropped to around 2%. The US has been the only one holding out without lowering rates, which is why we see such a high dollar index and treasury yields. However, even the US debt cannot remain unchanged indefinitely. Furthermore, the consumer confidence index is also struggling, indicating that the demand side is starting to weaken.

As for China, it's even worse, with excessive competition in various industries and overcapacity. Dropping to zero won't help; everything flows into the supply side, leading to more competition and deflation. There's no hope on the demand side—the foreign countries are wary of your dumping, the domestic populace has no money, and the government is not leading by example in consumption, which essentially leaves us without a solution.

Once the US begins its second round of interest rate cuts, all central banks will have no reason not to follow suit. This wave is getting closer and closer. Hold onto your BTC. #BTC挑战11万大关

Rating downgrade as a lesson from history. The opportunity has come $BTC .

buy dippppp！BTC

The narrative hype in the crypto space is increasingly resembling a mirror of the stock market. It's difficult for copycat narratives to play out. Today, another meme from labubu has emerged, which is a reflection of Pop Mart, and a bunch of influencers are advertising this coin looking for someone to take over. The KOL economy might take a short break; even strong KOLs like Brother Sun are starting to transition into doing real work. On the contrary, some genuine scam projects are transitioning towards the KOL direction, and you should know what they are thinking.

However, thinking about it, the world economy is still largely homogenous. During the pandemic, the gaming concept was incredibly hot, and it might be hard to replicate that in gaming history. During that time, the crypto space synchronously introduced metaverse, gamefi, and defi to complement it, benefiting quite a few people. Similarly, gamefi is unlikely to regain that level of attention and fervor.

In connection with traditional industries, currently, we can only see the concepts of BTC, US Treasury bonds, and US dollar stablecoins. These two are actually two extremes: BTC is extremely decentralized, while the US dollar and US Treasury bonds are absolutely centralized.

If altcoins want to position themselves, they should still choose targets that are highly correlated with the US dollar and stablecoins.

#山寨季何时到来？

The large pancake is at 96,000 now, and many retail investors have exited at this level, making it highly unlikely that there will be opportunities to buy back in. The market trend has been exceptionally strong these past few days, and I haven't seen significant profit-taking sell orders from the exchanges; even the few that appeared were quickly scared off.

This wave of increase has many unique aspects. Firstly, US stocks have stopped shorting MSTR, and instead, many companies are starting to emulate MSTR. They don't mind taking over MSTR; it's just mindless all-in betting, with GME and Japan's Metaplanet involved. Competing in the brutal capital market is tough for traditional industries, but BTC has offered them an option: by adopting MSTR's strategy, they can seamlessly transition into blockchain companies and enjoy high premiums. Why not take advantage of that?

The influence of sentiment in the market is immense. Today’s MSTR earnings report—if MSTR exceeds expectations and jumps 20 points, do you think BTC will be unaffected?

Borrowing a phrase from Satoshi, if you don’t believe it, I don’t have time to convince you. Hold onto every BTC you have tightly, and don’t let your hands wander, or you might miss out on the most important wealth of your life. #Strategy增持比特币

#特朗普就职百日 understands that the leader has successfully put the American Empire into ICU, which is something ordinary people cannot achieve. The PCE has strengthened beyond expectations, with Q1 GDP at -0.3%. If policies do not shift, could Q2 GDP be negative? If discussions in Q2 do not reach an agreement, the technical indicators would align with recession.

High inflation + economic recession. How will the Federal Reserve choose? Currently, the unemployment rate has not risen, so I guess the Federal Reserve will retain the space for rate cuts, otherwise, once employment data explodes, there will be no way to save the market. Right now, it's about which side will blow up first to save the other. Price and employment are both KPIs, and currently, price is still prioritized, so in May the US stock market needs to apply pressure; if the stock market doesn't drop, companies won't lay off employees, and if companies don't lay off employees, the unemployment rate won't rise, which means the Federal Reserve won't cut rates.

Currently betting on rate cut expectations means watching which of the seven strong companies starts layoffs first; once layoffs begin, that's when the real speculation on rate cut expectations starts.

Recently, I've seen many people being liquidated due to following others' trades. I can only say that the person they followed has never truly traded cautiously from the very beginning. This big influencer has many followers, but has already gone to zero 10 times; do you still dare to follow them? You deserve to lose money!

$ALPACA If it rises like this, just don't take it off the shelves! Such a strong stock, what a pity.

Damn, the funding fees for a 1000u order are draining me dry. Is it appropriate for Binance to play like this? $ALPACA
Dog dealer!

The popularity of alpacas is really high, this time it's the Air Force's grave.

Completed 95k, those who missed out come report here: $BTC

Seeing the BTC market thriving, in contrast, the altcoins are still speculating on delisting sectors, and it seems that the speculative funds can't find any hot spots, so they can only follow the announcements from exchanges. Recently, there have been many delisting announcements, so they are focusing on the delisting sector.

In today's cryptocurrency world, there are only two types of coins: one is called BTC, and the other is called altcoins. BTC has the support of big players and Saylor, and the whales accumulate during each dip. They have unlimited firepower from traditional markets, which may come from convertible bonds, stocks, their own funds, sovereign funds, etc. In summary, it simply won't drop at all.

Other coins, like ETH, have too weak decentralized commodity attributes. If viewed as a company, it is still in a state of continuous inflation without covering costs, and it can't be compared to US tech stocks at all. Looking at ETFs shows the attitude of institutions and old money towards ETH; indeed, it’s hard to find a good reason to buy in. A market cap of over 200 billion is not small, and everyone is POS, with SOL, BSC, and other public chains all eyeing it. To be honest, in my view, buying ETH is worse than buying DOGE. At least DOGE is POW; if we talk about centralization, Musk is a bigger name than Vitalik.

This round in the cryptocurrency market really feels off track; participants are infatuated with centralized projects, hype coins, KOL's calls, and following trades, which is so different from the initial pursuit of decentralization. If I were to engage in a centralized project, there are plenty in the stock market, and they are all profitable. Why come to the cryptocurrency market? The answer may be that the cryptocurrency market has no regulations and can easily exploit retail investors. If that’s the case, I would rather play with strong whales and meme coins, don’t give me value propositions.

After all this, to summarize, the current situation in the cryptocurrency market is to only play with BTC and strong whale coins. Strong whale coins can be memes, can be unique coins from various exchanges, or can be something like BNX. As for UNI, LINK, ONDO, ETH, these coins waving the flag of value, it’s best to avoid them, because in my view, they don’t have that much value. Projects that haven’t been profitable after 5 or 6 years, what value do they have? After such a long time, the Anti-Japanese War would have been over.

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The callback has come, but imitation is still difficult.

Good morning!

BTC has stabilized at 93,000, which is indeed surprisingly strong, yet somewhat expected. This recent rise was driven by whales, and there hasn't been much selling pressure; I haven't seen major sell orders around 95k. In fact, retail investors who were buying the dip have mostly sold off. In terms of contracts, a batch of short positions has been liquidated, and another batch is accumulating, so if it stabilizes here, it could trap a batch of short sellers.

The chips trapped around 95k don't seem eager to run, which is the most frightening aspect. However, there has been a significant profit-taking wave in altcoins; moving forward, altcoins probably won't be able to break out into a big trend, so one should be cautious about their positions.

Let's stay sideways for a while and be patient; don't be too pessimistic. I feel that according to the strategy of the Saylor crowd, we might just break through next week...

Real Trading Speaks

Market sentiment is always swinging between two extremes, rarely staying in the middle. After a brief neutral sentiment yesterday, a strong bullish candle has shot up directly. Today's BTC sentiment index is 73, indicating greed.

The 95k level is where the news from reserves crashed down, leaving many people trapped. Let's see if we can break through that. If we get past it and sprint towards 100k, the sentiment index will likely reach super FOMO levels.

The best and most certain entry points were yesterday morning and the night before. Today, there might be some chasing the highs. Let's see how much continuity this round of the market has. A pullback might just be a small one; 89k will have strong support, as there was previously significant pressure here, which has all been broken. Above 95k, we will need even greedier sentiment.

I have taken some small positions off the table to secure profits and will see if there is a pullback to re-enter since it's challenging to hold long positions in contracts. The profits secured from contracts will also translate into support for holding spot. Therefore, I will continue to hold spot positions and not miss out on significant opportunities.

In terms of news, the Trump administration is continuously releasing favorable tariff news, proving that the worst is over. Even if the US stock market slows down and declines, it shouldn't significantly impact BTC's independent trend, as the next event is the interest rate cut in June, possibly even in May. With favorable conditions from the rate cut, it's also expected that BTC will reach new highs.

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