THE MARKET UPDATES
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牛市还没有结束!!!!
它将延续到2026年第一季度
量化紧缩将在12月1日结束
确认降息25个基点
量化宽松将在2026年初开始
美联储流动性注入
在2026年第一季度，市场将涌入大量流动性，这对比特币和加密货币是利好的。
它将延续到2026年第一季度
量化紧缩将在12月1日结束
确认降息25个基点
量化宽松将在2026年初开始
美联储流动性注入
在2026年第一季度，市场将涌入大量流动性，这对比特币和加密货币是利好的。
翻译
BREAKING: 🇺🇸 Tom Lee's BitMine just bought $50.1 million worth of $ETH .
Whales are buying the dip.
Whales are buying the dip.
翻译
ALTCOINS ARE ENTERING THE SAME SETUP THEY HAD BEFORE THE 2019–2021 RALLY
For the last 4 years, liquidity has been tight.
Rates were high, QT was draining the system, and high risk assets struggled.
But now the cycle is starting to turn.
✦1) QT ends on December 1st
Every time QT has ended, risk assets recovered.
The last time this happened in 2019:
• Alt-BTC pairs rose 80%-90%
• BTC moved down 50%-60%
• Even the 2020 crash didn’t erase that strength
Once QE began, altcoins entered a long uptrend.
The same structure is forming again.
✦2) Phase 1: Altcoins outperform BTC (alt-BTC strength)
Over the next 6–8 months, alt-BTC pairs can strengthen like they did in late 2019.
This usually happens before USD pairs start moving.
✦3) Phase 2: USD outperformance
If macro conditions stay supportive, the next 12–18 months can see alt-USD pairs outperform as well.
This is where returns compound:
BTC rises → alts outperform BTC → liquidity expands.
Historically, this is where altcoins deliver their best performance.
✦4) Macro tailwinds are lining up
• Mid-term elections → more stimulus expectations
• Possible new Fed leadership → more easing friendly
• Rate cuts coming in 2026
• QE is possible if growth slows
• Household liquidity improves due to tax benefits
• Global liquidity starts rising again
This environment always benefits high beta assets first.
✦5) Not every alt will benefit
This cycle favors quality altcoins, the ones with:
• Real product market fit
• Real revenue
• Real users
• Sustainable business models
Narrative only tokens won’t survive a multi-year cycle.
✦6) What this means for the next 2–3 years
If this liquidity cycle plays out like past cycles:
• Alt-BTC pairs strengthen
• Alt-USD pairs rise
• High beta assets outperform
• Smallcaps and quality alts lead risk-on sentiment
• This becomes a multi year move, not a short pump
The market isn’t at the end of a cycle.
It’s entering the beginning of a new one.
➯ Quality alts + improving liquidity + supportive macro = a strong setup most people overlook until it’s already underway.
Rates were high, QT was draining the system, and high risk assets struggled.
But now the cycle is starting to turn.
✦1) QT ends on December 1st
Every time QT has ended, risk assets recovered.
The last time this happened in 2019:
• Alt-BTC pairs rose 80%-90%
• BTC moved down 50%-60%
• Even the 2020 crash didn’t erase that strength
Once QE began, altcoins entered a long uptrend.
The same structure is forming again.
✦2) Phase 1: Altcoins outperform BTC (alt-BTC strength)
Over the next 6–8 months, alt-BTC pairs can strengthen like they did in late 2019.
This usually happens before USD pairs start moving.
✦3) Phase 2: USD outperformance
If macro conditions stay supportive, the next 12–18 months can see alt-USD pairs outperform as well.
This is where returns compound:
BTC rises → alts outperform BTC → liquidity expands.
Historically, this is where altcoins deliver their best performance.
✦4) Macro tailwinds are lining up
• Mid-term elections → more stimulus expectations
• Possible new Fed leadership → more easing friendly
• Rate cuts coming in 2026
• QE is possible if growth slows
• Household liquidity improves due to tax benefits
• Global liquidity starts rising again
This environment always benefits high beta assets first.
✦5) Not every alt will benefit
This cycle favors quality altcoins, the ones with:
• Real product market fit
• Real revenue
• Real users
• Sustainable business models
Narrative only tokens won’t survive a multi-year cycle.
✦6) What this means for the next 2–3 years
If this liquidity cycle plays out like past cycles:
• Alt-BTC pairs strengthen
• Alt-USD pairs rise
• High beta assets outperform
• Smallcaps and quality alts lead risk-on sentiment
• This becomes a multi year move, not a short pump
The market isn’t at the end of a cycle.
It’s entering the beginning of a new one.
➯ Quality alts + improving liquidity + supportive macro = a strong setup most people overlook until it’s already underway.
翻译
🇺🇸 US stock market has recovered from its entire dump in just a week.
This is what $BTC used to do before the October 10th crash.
They really fcked the crypto market.
This is what $BTC used to do before the October 10th crash.
They really fcked the crypto market.
查看原文
🚨 观点：白银突破 $55/盎司，法定货币正在颤抖
这种白色金属正处于全面突破模式。
今天的价格是 $55，涨幅再达 3.15%，仿佛它要赶往月球。今年迄今：+90%。
为什么是现在？
工业需求正在爆炸（仅太阳能就几乎消耗了到 2030 年的所有新供应）。
货币混乱：$3T 赤字，美联储削减 3% 通货膨胀，美元武器化反噬。
供应处于终端衰退，白银的巅峰已经是多年前的事。
黄金/白银比率从 120:1 崩溃至 49:1。仍然有上涨空间。
投资资金终于醒来，挤压空头。
这不是一场拉升。这是基本面引爆。
历史上最大的财富转移不是加密货币或科技股。
而是硬通货在法定货币面前肆无忌惮地吞噬，而其他人却在方向盘后沉睡。
拥有真实资产，否则将完全被抛在后面。白银正在大声呼喊真相，系统不想让你听到：法定货币正在消亡。
而贵金属则是现在在高声歌唱的金丝雀。
全力以赴。
来源：TradingView，白银研究所，Kobeissi 信件
这种白色金属正处于全面突破模式。
今天的价格是 $55，涨幅再达 3.15%，仿佛它要赶往月球。今年迄今：+90%。
为什么是现在？
工业需求正在爆炸（仅太阳能就几乎消耗了到 2030 年的所有新供应）。
货币混乱：$3T 赤字，美联储削减 3% 通货膨胀，美元武器化反噬。
供应处于终端衰退，白银的巅峰已经是多年前的事。
黄金/白银比率从 120:1 崩溃至 49:1。仍然有上涨空间。
投资资金终于醒来，挤压空头。
这不是一场拉升。这是基本面引爆。
历史上最大的财富转移不是加密货币或科技股。
而是硬通货在法定货币面前肆无忌惮地吞噬，而其他人却在方向盘后沉睡。
拥有真实资产，否则将完全被抛在后面。白银正在大声呼喊真相，系统不想让你听到：法定货币正在消亡。
而贵金属则是现在在高声歌唱的金丝雀。
全力以赴。
来源：TradingView，白银研究所，Kobeissi 信件
翻译
BREAKING: The whale who shorted before October 10th crash has opened a $15 million $ETH short position.
Liquidation price: $5,056
Liquidation price: $5,056
查看原文
清算警报 🚨
如果$BTC达到$100,000，将有$8,000,000,000的空头被清算。
真正的空头挤压尚未开始。
如果$BTC达到$100,000，将有$8,000,000,000的空头被清算。
真正的空头挤压尚未开始。
翻译
What we are seeing in Silver right now is truly historic:
Now above the 1980 and 2011 highs and above $55/oz for the first time in history.
While everyone is fighting over the "AI bubble" precious metals are casually crushing every other asset class.
What does it mean?
Gold and silver always know what's coming next, first.
Own assets or be left behind.
Now above the 1980 and 2011 highs and above $55/oz for the first time in history.
While everyone is fighting over the "AI bubble" precious metals are casually crushing every other asset class.
What does it mean?
Gold and silver always know what's coming next, first.
Own assets or be left behind.
翻译
BREAKING: Silver just hit a new all-time high of $56 for the first time ever in history.
It’s up 90% year-to-date from $29 in Jan.
First gold, then Stocks, now Silver? Soon this liquidity and Euphoria will flow into Bitcoin & Alts as well.
The Crypto bull run is not over yet.
It’s up 90% year-to-date from $29 in Jan.
First gold, then Stocks, now Silver? Soon this liquidity and Euphoria will flow into Bitcoin & Alts as well.
The Crypto bull run is not over yet.
翻译
Everyone is comparing this AI Stocks rally to the dot-com bubble of 2000, but what if the actual bubble hasn’t even begun yet?
This would align with $250k-$500k $BTC
This would align with $250k-$500k $BTC
翻译
THE UNDERWATER COLD WAR: THE FIGHT FOR THE INTERNET'S HIDDEN ARTERIES ON THE OCEAN FLOOR
Forget satellites; 99% of global data - including trillion-dollar financial transactions, drone commands, and AI computation - flows through fragile, fiber-optic cables silently resting on the ocean floor.
This invisible infrastructure is now the front line of the new U.S.-China Cold War, where the weapon isn't a missile, but a pair of wire cutters.
Both Beijing, through its Digital Silk Road, and Washington, through its tech giants (Google, Meta, Amazon), are locked in a high-stakes, multi-billion dollar race to control these cables and their landing points.
China is securing strategic corridors like the PEACE cable bypassing traditional rivals, while the U.S. is using its regulatory power to veto and re-route projects that touch Chinese soil, such as the major cable previously linking the U.S. to Hong Kong.
This is a geopolitical divorce being finalized beneath the waves.
The vital, publicly missed insight: The true threat is the rise of Digital Sovereignty, leading to the dreaded "Splinternet."
As both powers demand control over data traversing their territories, they are forcing the world into two incompatible digital ecosystems.
Countries in Southeast Asia and Africa are being coerced into choosing between U.S.-backed, higher-cost infrastructure and cheaper, state-subsidized Chinese cables.
This bifurcation isn't just about espionage - it means future standards, regulations, and technologies will be fundamentally incompatible, raising the cost of global connectivity and making it exponentially harder to conduct global business, creating digital borders where none existed before.
The fight isn't over who owns the internet; it's over whose rules govern the data highway.
And the loser is the global, open internet we once knew.
Source: Center for Strategic and International Studies (CSIS), #U.S. Federal Communications Commission (FCC), Stanford Cyber Policy Center
Media: Linden Photonics inc
Forget satellites; 99% of global data - including trillion-dollar financial transactions, drone commands, and AI computation - flows through fragile, fiber-optic cables silently resting on the ocean floor.
This invisible infrastructure is now the front line of the new U.S.-China Cold War, where the weapon isn't a missile, but a pair of wire cutters.
Both Beijing, through its Digital Silk Road, and Washington, through its tech giants (Google, Meta, Amazon), are locked in a high-stakes, multi-billion dollar race to control these cables and their landing points.
China is securing strategic corridors like the PEACE cable bypassing traditional rivals, while the U.S. is using its regulatory power to veto and re-route projects that touch Chinese soil, such as the major cable previously linking the U.S. to Hong Kong.
This is a geopolitical divorce being finalized beneath the waves.
The vital, publicly missed insight: The true threat is the rise of Digital Sovereignty, leading to the dreaded "Splinternet."
As both powers demand control over data traversing their territories, they are forcing the world into two incompatible digital ecosystems.
Countries in Southeast Asia and Africa are being coerced into choosing between U.S.-backed, higher-cost infrastructure and cheaper, state-subsidized Chinese cables.
This bifurcation isn't just about espionage - it means future standards, regulations, and technologies will be fundamentally incompatible, raising the cost of global connectivity and making it exponentially harder to conduct global business, creating digital borders where none existed before.
The fight isn't over who owns the internet; it's over whose rules govern the data highway.
And the loser is the global, open internet we once knew.
Source: Center for Strategic and International Studies (CSIS), #U.S. Federal Communications Commission (FCC), Stanford Cyber Policy Center
Media: Linden Photonics inc
翻译
We now have:
1. Trump saying he will keep stocks at record highs
2. $600B/year in Magnificent 7 CapEx
3. Fed cutting interest rates into 3%+ inflation
4. Global AI infrastructure spending at $1T/year
5. Fed ending Quantitative Tightening in 2 days
6. US deficit spending at >6% of US GDP
7. Nvidia larger than all but 5 national stock markets
8. Record corporate buybacks of $1.2T coming in 2026
9. Trump saying he will "completely cut" income taxes
10. Trump promising $2,000 stimulus checks in 2026
How can you fight this momentum?
1. Trump saying he will keep stocks at record highs
2. $600B/year in Magnificent 7 CapEx
3. Fed cutting interest rates into 3%+ inflation
4. Global AI infrastructure spending at $1T/year
5. Fed ending Quantitative Tightening in 2 days
6. US deficit spending at >6% of US GDP
7. Nvidia larger than all but 5 national stock markets
8. Record corporate buybacks of $1.2T coming in 2026
9. Trump saying he will "completely cut" income taxes
10. Trump promising $2,000 stimulus checks in 2026
How can you fight this momentum?
翻译
BREAKING: 🇺🇸 Tom Lee's BitMine just bought
$63.32 million worth of $ETH .
Smart money is buying Ethereum.
$63.32 million worth of $ETH .
Smart money is buying Ethereum.
查看原文
💵 2.5 亿美元 USDC 刚刚铸造。
请将 BTC 提升至 $100k 🚀
请将 BTC 提升至 $100k 🚀
翻译
BREAKING: President Trump might recognise occupied Ukraine as Russian territory as part of a peace deal, per The Telegraph.
查看原文
🚨 突发 🚨
12月降息的概率刚刚达到87%。
对$BTC 和其他加密货币有利。
12月降息的概率刚刚达到87%。
对$BTC 和其他加密货币有利。
翻译
🚨 BREAKING:
A WHALE WITH 100% WIN RATE JUST OPENED $69.7M $BTC SHORT
HE PREDICTED EVERY MARKET CRASH AND MADE $10.2M
A WHALE WITH 100% WIN RATE JUST OPENED $69.7M $BTC SHORT
HE PREDICTED EVERY MARKET CRASH AND MADE $10.2M
查看原文
Alts在FTX崩盘后对$BTC 下跌了50%。
人们在谈论狂喜和抛售顶峰。
如果这就是狂喜，我的投资在熊市中将会变成负数。
人们在谈论狂喜和抛售顶峰。
如果这就是狂喜，我的投资在熊市中将会变成负数。
查看原文
突发消息：普京表示俄罗斯同意特朗普的乌克兰和平计划可以作为未来交易的基础，并否认有攻击欧洲的计划，称其为“荒谬”。
查看原文
突发消息：普京表示俄罗斯同意特朗普的乌克兰和平计划可以作为未来交易的基础，并否认攻击欧洲的计划，称其为「荒谬的」。
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