Zama is really shameless! It has no bottom when it falls, the negative fee rate has not increased, and it won't have much funding fee pressure even if it goes short, send it to zero! $ZAMA
Yili Hua can't hold on any longer, constantly selling. Last night's pin insertion indicates a sudden drop in market liquidity. The U.S. stock market will continue to fall when it opens on Monday $ETH
In the short to medium term, the outlook is bearish, and in the long term, it remains bearish, with a sharp decline followed by another halving. This is a bear market, and the Republican Party will lose the midterm elections in November, at which point the Democratic Party will regain control of both houses. The Democratic Party is not friendly towards cryptocurrency, and Trump’s pro-cryptocurrency policies will no longer be implemented. The US stock market is at a high, the AI bubble is still present, and Walsh will shrink the balance sheet to pop all these bubbles before starting aggressive rate cuts and printing money $ETH $BTC
This wave of opinion remains unchanged, the rebound continues to short, the target is first to see 5.4, this wave of rebound is only about 80 dollars away from Yili Hua's 1 billion Ethereum long position being liquidated, the rebound has given him a breather, the dog trader is giving him time to add margin, there will definitely be opportunities to liquidate him later $BTC $ETH
This wave of decline has finally stopped, and currently, the short-term is rebounding. It is expected that Bitcoin will oscillate within a narrow range of 10,000 points around the two price levels of 74 and 84, and the trading suggestion is to short high and long low, avoiding blindly chasing long or short positions.
If the 10-year TIPS firmly stands above 2% (with both inflation expectations and real interest rates high), the cost-performance ratio of risk assets will collapse completely. From S&P 500 to gold to everything in the cryptocurrency market that carries risk premiums will face the soul-searching question of 'why not just take risk-free returns'—killing valuations, killing leverage, killing everything. This is not alarmism; every time the yield curve steepens during a bear market, liquidity withdraws the fastest, which is why the market has plummeted in the past few days despite the lack of bad news. The fundamental issue is that liquidity is withdrawing.
I still hold the same judgment: not increasing liquidity has not solved the problem because the real demand gap for cash is too large. Merely cutting interest rates can only suppress the short end; differentiation will only become more severe, and the long end will not accept it, causing the curve to continue steepening. The intensity of liquidity shocks is likely to be more severe than what the market is currently pricing. — Think about that wave in 2022, when the cryptocurrency market directly switched from a bull market to a bear market mode. Now, with the addition of this variable from Trump, regulatory easing on privacy coins may make these sectors heat up, but under overall macro pressure, the ceilings for VC coins and Memes will be limited. $BTC
Still staring at when the bear market will bottom out, so I can buy in and build a long position😭
1. First, wait for the secondary market to explode with massive turnover (Capitulation Volume), which usually happens when one or two big players completely get wiped out; the last two rounds' absolute bottoms have exploded like this.
2. MVRV-Z score must at least drop to 0 (this indicator is the lifeline for my long positions, a pure oversold signal); in the last round it dropped to -0.36, the round before that -0.48, and today it's still hovering around 0.77.
3. There needs to be a major capitulation event (the last round was the FTX collapse, and the round before that was the BCH hard fork, which was the true example of BTC capitulation).
Who would have thought six months ago that BTC could break 80k? Now people are shouting it will drop to 40k, which is still far off, but we must guard against the worst-case scenario; a further drop of 40-50% is also possible. The market is something that unfolds; if the three conditions above are met, I will immediately go all in😭
I couldn't control myself, and this time I finally blew up my account again. My savings of twenty or thirty years have gone to zero, a sleepless night filled with regret. I am a complete failure in life, and I will never be able to forgive myself for this serious mistake. Greed crushed me and destroyed me. Even though I earned wealth that could change my life. I lost, I have no friends. Aside from cryptocurrency, I have no other life; this is all I had, and now it's gone. It took me several years to reach this height, but everything was wiped away in one night. At this point, I feel the most sorry for my family and friends. It's over; cryptocurrency is just a lowly person's dream of a comeback.
In 2026, the predicted track is directly the absolute consensus main theme, brothers! Hahaha
Aside from Polymarket this old dragon and those people at Opinion who are rolling up like crazy, I've done some research, and now the only early project that can still surge is Probable(@0xProbable). What are you guys waiting for?
The newly released points system, those who understand know: the earlier you act on something with points, the lower the cost, the more you can grab, and the later people coming in are just giving a ride to others. Why is it not a loss to go all in now?
1. Full endorsement: backed by @PancakeSwap + @yzilabs, Binance's favored child, understand? When @opinionlabsxyz releases their coin before the Spring Festival, this narrative will directly explode like Armstrong's spin acceleration, how can this not be sky-high with Binance's favored child? Brothers, wake up, if you don't act, you're just wasting your time!
2. Double dipping, Base chain's freebie tool, withdraw to Base → recharge from Base, not only brushing up Base's DApp interaction count and trading volume but also conveniently grabbing Probable points. It's purely double dipping, both Base and prediction tracks are getting the meat, left foot stepping on the right foot spiraling upwards.
3. The point tracing is clear, the team won't default, the UI directly copies Pancake's homework, familiar taste. The official has already written in black and white that there are tracing incentives, this indicates that it is at least not an air project, the reliability is maxed out, early entry means early peace of mind. Don't wait for others to shout FOMO before chasing; now is the low-cost entry window. The prediction track's main theme in 2026, Probable is that early ticket that hasn't been overly hyped.
Binance's adjustment of the SAFU fund this time is incredibly stable 🫡 When I came across this news, the word 'stable' immediately popped into my mind! The market has been like this lately, with price fluctuations akin to a mad dog biting randomly, and everyone's emotions riding a roller coaster, with confidence being drained little by little. Binance suddenly makes such a move, which is equivalent to giving everyone a shot of adrenaline, allowing people to catch their breath. Especially now, with global interest rates fluctuating at high levels and risk assets under pressure, the internal crypto market is experiencing a decline in altcoins and a retreat of meme coins. In such times, a big platform standing up to speak through action indeed makes people feel a bit less anxious.
WTF, this momentum is no small matter. This is not a minor action. Binance is like jumping into a fire pit, no longer solely relying on stablecoins for risk aversion. I keep thinking that this fund is like an automatic adjustment mechanism; when the market drops, it self-heals, maintaining that confidence and giving people peace of mind. Looking back at the past few years, the SAFU fund has been used several times, such as the $7 million payout for the Trust Wallet vulnerability at the end of 2025. Now shifting to BTC is actually strengthening its long-term resilience, while the idiots are still sitting on the sidelines.
According to the report from YZi labs, assets like BNB and BTC have shown structural decoupling capabilities over multiple cycles. This is also why I personally place part of my positions on similar frameworks, not financial advice.
For the market, this may not immediately stabilize the overall situation — the market scale is too large for one fund to bear all the waves. But at least it acts as a lighthouse: when money is tight and confidence is running low, someone dares to take action. SAFU is not just an abbreviation; it represents responsibility, attitude, and perhaps even a spirit of not giving up. Combined with Binance's global compliance process and recent audits, this move seems to pave the way for the future, showing users that the platform isn't about short-term profit but long-term mutual prosperity, 😂.
Of course, who knows what will happen in the short term, and we can't control everyone's feelings. But the process itself is valuable — while others are hesitant, Binance stands out. It poses a question to the industry, users, and the market: Are you brave enough to step up? Perhaps, at many times, we all need such a nudge. Keep Build! 💪 This reflects personal views and does not constitute investment advice. High-risk speculation, DYOR @CZ @Yi He @yayabinance @sisibinance
Do not buy the dip, wait for the major currency to start with the character '6' before considering buying positions The market cap ratio of this major currency is decreasing and there is a general decline, indicating that no one is playing with altcoins anymore, and funds are flowing out. At the current price level, there is no value for money at all. Opportunities are always waiting to be found; if you can buy the dip, it is not the bottom. Staying at the poker table and surviving will eventually lead to a day when the market arrives. Buying the dip in altcoins is recommended: hype link dash xmr zec$HYPE $LINK $DASH
The crash on 10.11 was undoubtedly a heavy blow to the industry. Many people are still focused on prices, but what is truly hurt is confidence. In recent days, voices have started to emerge in the English-speaking community, with Mu Tou Jie representing them, directly calling for Binance to explain this incident. To be honest, everyone may have underestimated the extent of the damage it has caused to the entire industry. When a market slowly becomes filled only with air tokens and scams, the problem is not just losing money, but trust is collapsing. And trust, once it collapses, is difficult to regain. After this round, many people have actually seen one thing clearly:
The signal for the bull market to start is when the narrative becomes consensus. How can we distinguish between narrative and consensus? A narrative is when individuals tell a story, and consensus is group behavior, where everyone is spontaneously participating in this story. Only with narrative and consensus will we usher in a vigorous bull market.
A simple glance back at 2025 also conveniently shifts the focus towards 2026.
If I were to describe the major asset classes of 2025 in one word, it would likely be differentiation. And not just any kind of vague differentiation, but a rather clear one. Precious metals are almost undoubtedly the standout direction for the entire year.
Silver has clearly outperformed gold, and copper's performance has also exceeded many people's expectations, all of which can be traced back to the same logic: pricing uncertainty.
On the stock side, the gap between A-shares and Western markets isn't as vast as imagined, but structural differences are quite evident. Tech stocks remain the more resilient segment, while other sectors are more dependent on cycles and sentiment.
The ranking of fiat currencies is also quite interesting. The euro performs the best, the RMB is in the middle, and the dollar is relatively weak, contrasting with the past few years of the 'dollar standing out alone'.
Bond assets are relatively quiet, but they excel in stability. U.S. Treasuries still outperform Chinese bonds in terms of yield and safety attributes, making them more suitable for conservative capital needs.
Looking ahead to 2026, to be honest, the world's uncertainties have not significantly eased, so the major allocation logic is unlikely to suddenly change. U.S. stocks may still maintain a certain level of resilience;
Bitcoin retains the potential for strength when conditions are right;
Precious metals remain an important hedging tool;
And for risk-averse capital, bonds continue to be an unavoidable option, with U.S. Treasuries being relatively more attractive. Overall, it feels more like a continuation rather than a restart.
It's not about seeking entirely new answers, but rather making choices within the existing logic.