BTC cần gì để bắt đầu một vòng tăng thực sự? Xem chi tiết tại đây: https://halvingjobs.com/vi/crypto-news/btc-can-gi-de-bat-dau-mot-vong-tang-thuc-su-1770829495
The team’s plan analysis has been 100% accurate. Congratulations to everyone for paying attention and following along. Coming up, the market is expected to face a period of crisis during Q1.
In the short term, the most likely move is a rebound for a while, heading toward the 7x milestone… so please keep an eye on this plan. This is only my personal opinion and not investment advice.
Silver prices are currently experiencing strong volatility, so investors need to be extremely cautious and avoid FOMO or chasing the top. Silver is an asset with large price swings, and daily corrections of 20–30% are not uncommon.
In reality, once positions become profitable, selling pressure emerges quickly. No asset can rise endlessly without pullbacks.
Looking back at history, silver peaked at around $48/oz in 1978, which is equivalent to nearly $200/oz in today’s value after adjusting for inflation. Meanwhile, the current silver price is only around 120/200 of that inflation-adjusted historical peak.
This suggests that silver is in the process of reclaiming its long-term value and may still have room to move higher. However, upside potential does not mean it is safe to go all-in.
At this stage, a prudent strategy is to prioritize capital management, take partial profits when gains are available, and limit the use of leverage. Capital preservation should always come first. #xag
Key highlights from Fed Chair Jerome Powell’s remarks:
1. Powell remained cautious and declined to answer questions related to the Department of Justice (DOJ) investigation, as well as whether he would stay at the Fed until 2028 after his term as Chair ends in May.
2. The Fed reiterated that it does not comment on the U.S. dollar or target exchange rates, but instead focuses on broader economic conditions such as inflation and employment.
3. The entire FOMC committee currently supports keeping interest rates unchanged. Future policy decisions will depend on incoming economic data.
4. Powell noted that most of the inflationary impact from tariffs has likely already been reflected, and inflation is expected to return to the 2% target as long as no new tariff rounds are introduced.
5. The Fed is not considering any rate hikes at this time, and such a scenario is not currently on the table.
6. When asked what advice he would give to his successor, Powell emphasized: “Stay away from politics.”
7. He also warned against reading too much into the rise in gold prices. While the Fed monitors precious metals, it does not view them as a special macroeconomic signal.
في المنتدى الاقتصادي العالمي دافوس 2026، شارك CZ آراء عملية حول العملات المشفرة، والمالية التقليدية، ونظام المال المستقبلي. بدلاً من دفع السرد بأن العملات المشفرة ستحل محل البنوك، أكد على التكامل وتحسين النظام.
فيما يتعلق بالمدفوعات، صرح CZ بأن العملات المشفرة لا يمكنها ولا تحتاج إلى استبدال TradFi بالكامل. بدلاً من ذلك، ينبغي أن تعمل العملات المشفرة كطبقة بنية تحتية، مما يجعل المدفوعات أسرع، وأرخص، وأكثر مرونة من خلال التكامل مع الأنظمة الحالية.
عبّر CZ عن ثقة منخفضة في مدفوعات البيتكوين، مشيرًا إلى أن البيتكوين يخدم بشكل متزايد كوسيلة لتخزين القيمة بدلاً من طريقة دفع يومية. كما ظل حذرًا بشأن الميمكوينز، مشيرًا إلى ارتفاع المخاطر ونقص الاستدامة على مستوى النظام.
فيما يتعلق بالبنوك، توقع CZ أن عدد البنوك الفعلية سينخفض بشكل كبير على مدار العقد المقبل—ليس لأن العملات المشفرة تدمرها، ولكن لأن نماذج البنوك التقليدية مكلفة، وبطيئة، وغير متوافقة مع اقتصاد رقمي يعمل على مدار الساعة. العملات المشفرة فقط تسارع التحول الحتمي.
أما بالنسبة للتنظيم، اعترف CZ بصعوبة إنشاء إطار عمل عالمي للعملات المشفرة واقترح نموذج “جواز سفر تنظيمي”، حيث يمكن التعرف على التراخيص الصادرة في ولايات قضائية موثوقة عبر الحدود، مما يقلل من تكاليف الامتثال ويمكّن من التوسع العالمي.
أخيرًا، أكد CZ أن المخاطر النظامية لا تأتي من التكنولوجيا، ولكن من نموذج الاحتياطي الجزئي. تقدم العملات المشفرة، من حيث التصميم، شفافية أكبر، خاصة في السيولة والتعرض للمخاطر.
الخاتمة: لن تحل العملات المشفرة محل كل شيء—ولكنها ستنمو بأسرع وتيرة من خلال معالجة أضعف نقاط النظام المالي اليوم، وهو المكان الذي تكمن فيه الفرصة الحقيقية على مدار العقد المقبل.
📊 مايكروستراتيجي تواصل جمع البيتكوين قامت مايكروستراتيجي بشراء 2,932 BTC إضافية، بقيمة إجمالية تبلغ حوالي 264.1 مليون دولار، بسعر متوسط يبلغ حوالي 90,061 دولار لكل BTC.
بعد هذا الاستحواذ، تمتلك مايكروستراتيجي الآن ما مجموعه 712,647 BTC، بسعر شراء متوسط يبلغ حوالي 76,037 دولار لكل BTC، مما يعزز مكانتها كأكبر حائز مؤسسي للبيتكوين.
🔥 يظل "ملك DCA" ملتزمًا تمامًا باستراتيجية التراكم طويلة الأجل، بغض النظر عن تقلبات السوق على المدى القصير.
🔒 This Week’s Token Unlocks: Total Value Exceeds $464 Million This week, the crypto market will see token unlocks with a total value of over $464 million, which may lead to notable fluctuations in liquidity and short-term supply pressure across several major projects.
🟢 Large-scale unlocks (over $5 million) These include notable projects such as $SUI, $SIGN, $EIGEN, along with several others. Given the size of these unlocks, investors are advised to closely monitor potential impacts on price action and market sentiment. 🟢 Linear token unlocks this week Ongoing linear unlocks are scheduled for several large-cap projects, including $SOL, $WLD, $DOGE, $TRUMP, and more. While these unlocks are distributed gradually, they can still contribute to sustained selling pressure over time.
⚠️ Token unlocks increase circulating supply and may affect short-term price movements. Investors should manage risk carefully, avoid FOMO, and closely observe market behavior around unlock periods.
MACRO RISK ANALYSIS: U.S. SUPREME COURT RULING ON TRUMP-ERA TARIFFS
Within the next 24 hours, the U.S. Supreme Court is expected to issue a ruling on the legality of trade tariffs implemented during the Trump administration. While this is a legal decision on the surface, its potential consequences are fiscal, liquidity-driven, and systemic in nature—and are currently underpriced by the market.
1. Core Risk: An Unexpected Fiscal Shock
If the tariffs are ruled unlawful: - The federal government could lose over USD 600 billion in revenue in a short period - Retroactive tax refunds, legal disputes, and contract adjustments may be triggered - The Treasury could be forced to increase debt issuance or deploy emergency financing measures - This is not a typical cyclical risk, but a legal-triggered fiscal shock with immediate budgetary implications.
2. Spillover Effects on Financial Markets
- Such a fiscal disruption could rapidly evolve into a system-wide liquidity stress event: - A sharp increase in U.S. Treasury issuance, putting upward pressure on yields - Financial systems simultaneously absorbing refunds, budget reallocations, and rapid risk repricing - Abrupt policy reversals undermining market confidence and forward guidance
Critically, in this scenario, liquidity does not rotate—it exits the system.
3. Asset-Class Implications
As liquidity tightens, cross-asset correlations tend to converge toward one: - Equities face liquidation pressure as capital is freed up - Bonds experience heightened volatility due to supply and yield risks - Higher-risk assets such as cryptocurrencies fail to act as hedges and instead become sources of liquidity - This is the classic mechanism of a deleveraging phase—fast, broad, and forced.
4. Positioning and Risk Management
In such an environment: - Institutional capital typically reduces exposure and raises cash buffers in advance -Highly leveraged positions are most vulnerable to rapid liquidation - Volatility is driven not by economic data, but by a systemic legal event
2:00 صباحًا الخميس: أهم حدث في الأسبوع هو قرار سعر الفائدة (من المتوقع على نطاق واسع أن يبقى دون تغيير) جنبًا إلى جنب مع اجتماع اللجنة الفيدرالية للسوق المفتوحة، والذي سيوفر إرشادات حول المسار المستقبلي لأسعار الفائدة.
حكم المحكمة بشأن قانونية التعريفات الجمركية للرئيس السابق ترامب.
الرئيس ترامب يهدد بفرض تعريفات جمركية بنسبة 100% على كندا إذا توصلت البلاد إلى اتفاق تجاري مع الصين.
Despite maintaining a strict ban on cryptocurrency activities domestically, China is now very close to becoming the world’s largest government holder of Bitcoin. According to public estimates, the amount of Bitcoin controlled by the Chinese government is only about 4,012 BTC behind that of the United States.
Most of these holdings did not come from strategic investment, but rather from assets seized in criminal cases involving fraud, money laundering, and illegal cryptocurrency exchanges. This creates a striking paradox:
1. On the surface: China enforces a hardline stance against crypto, banning trading and mining. 2. In reality: the state has quietly become one of the world’s largest Bitcoin “whales.”
If China surpasses the U.S., it would rank first globally in terms of Bitcoin held by a government, despite not recognizing Bitcoin as a legal asset within its financial system. This raises several important questions:
1. Will China continue to hold, gradually sell, or eventually use Bitcoin as a strategic asset? 2. How might such large holdings impact monetary policy, state asset management, and geopolitical positioning?
As Bitcoin is increasingly viewed as a strategic reserve asset by various countries, China’s silence and its approach to managing these holdings may ultimately prove more significant than its past public statements banning cryptocurrencies.
Macro Analysis: Central Banks Restructure Reserves – Gold Returns to the Core
Data from the World Gold Council indicates that 95% of central banks expect to continue purchasing gold, signaling a structural reallocation within the global reserve system.
At the same time, IMF data confirms that the U.S. dollar’s share of global foreign exchange reserves has fallen below 60%, the lowest level in decades. Against the backdrop of expanding U.S. public debt, persistent fiscal deficits, and heightened real interest rate volatility, gold is increasingly viewed as a more resilient reserve asset than U.S. Treasury bonds.
At its core, this shift reflects a strategic preference for tangible assets free from sovereign credit risk, aimed at reducing reliance on a single dominant reserve currency.
The key implication is not an imminent collapse of the U.S. dollar, but rather a gradual transition toward a more multipolar monetary order, in which the dollar’s absolute dominance continues to erode.
⚠️ This content is for analytical purposes only and does not constitute investment advice.
🔍🔍🔍 Bitcoin Is Starting to See Stop-Loss Pressure 🚨
For the first time since October 2023, Net Realized Profit has turned negative, indicating that investors have begun selling BTC at a loss.
In just over one month, an estimated 69,000 BTC has been sold at prices below their cost basis.
Notably, realized profits have been weakening since early 2024, consistently forming lower highs, even while spot prices previously remained at elevated levels.
➡️ This suggests that buying pressure is no longer strong enough to sustain the uptrend ‼️ #BTC
PUTIN REVEALS TRUMP INVITED HIM TO JOIN A PEACE COUNCIL 🔥
President Vladimir Putin stated that Donald Trump has invited him to join a Peace Council, a structure Trump has promoted as a new, powerful forum for peace.
This move comes amid escalating geopolitical tensions, signaling that Trump is intensifying personal-style diplomacy, combined with trade and security leverage.
Inviting Russia sends a signal that Washington aims to reset the negotiation framework, bringing major powers directly to a new negotiating table.
$Kaito و $Cookie انخفضا بنسبة 20-30% فورًا بعد نشر نيكيتا إعلانه.
هذا مقبول — ربما يكون هذا طريقًا لـ"تحرير" X. بصراحة، أصبحت X (تويتر) مليئة بالكامل بمحتوى منخفض الجودة مؤخرًا: هناك بريد عشوائي مُولَّد بالذكاء الاصطناعي في كل مكان، ويُنشر الجميع نفس المحتوى العام دون عمق أو قيمة حقيقية.
نأمل أن تصبح المنصة أكثر نظافةً وقلة ضجيجًا بعد هذه "التنظيف"، مما يمنح المؤثرين والمنشئين الحقيقيين المساحة التي يحتاجونها للعودة وتقديم محتوى ذي قيمة حقيقية.