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$ETH #ETH巨鲸动向

The US stock software stocks have crashed, with 110,000 people in the crypto market facing liquidations, and I... just lost my meal money #易理华割肉清仓

Last night's market was characterized by "droughts killing the dry, floods killing the wet".

First, let's talk about the US stock market, which is a tale of two extremes:

Storage chip stocks have gone crazy: Seagate Technology soared 11%, Western Digital and SanDisk rose over 8%, and Micron also surged——they say supply will remain tight until after 2026.
Software stocks have suffered: Cisco dropped over 9% overnight, marking its largest decline of 2023. Why? Because AI can now handle legal and financial tasks, who still buys SaaS? Wall Street was so scared it even coined a new term overnight: "SaaS Apocalypse".
Consumer stocks have stabilized: Walmart and McDonald's both set historical highs. Sure enough, no matter how much the world changes, people still need to eat.

Now looking at the crypto market, it seems to be in a state of pretending nothing is wrong:
Bitcoin rose 0.96%, reaching $67,747——sounds good? But if you look closely: 118,000 people were liquidated in 24 hours. What does this indicate? It indicates that both bulls and bears are calling each other fools, and no one is convincing anyone.

And me?
I did something particularly smart yesterday——
During the day, I saw that non-farm data exceeded expectations, thought the dollar would strengthen, and gold would drop, so I decisively opened a gold short position. #非农意外强劲
At night, gold surpassed 5100, and silver surged by 6%.
Me: ??? #黄金白银反弹
Now I am contemplating whether to eat instant noodles or steamed buns tonight.

But to be honest, over the past few days I have realized a principle:
Traditional assets (stocks, gold) now rely entirely on a single statement from the Federal Reserve to survive; whereas some things simply do not care whether tonight's non-farm payroll is 40,000 or 140,000.

For example, 💛♥️Puppies——🐩🦮🐕‍🦺
It was born from an old tweet by Ma, grew through community-driven spread, and even has the ridiculous yet heartwarming storyline of "V God selling coins for charity".
There are no earnings reports, no gross margin guidance, and no Wall Street analysts adjusting ratings for it.
Its value lies in a group of people finding it interesting, and then more and more gather around it.
#CZ币安广场AMA
When you are being tormented by Cisco's gross margin, Micron's production capacity, and the seasonal adjustments of non-farm payrolls to the point of losing hair——
Is there not a moment when you want to find a place where you don’t have to calculate these annoying things?

Did you make money tonight, or are you like me, contemplating a hundred ways to eat instant noodles? 🥲

$RIVER $BERA $ETH

Just now! Gold suddenly soared to $5,100, silver jumped 6%! Is tonight's non-farm payroll going to be a big deal? $XAG $XAU $PAXG

Tonight's market is a bit interesting! ⏳#黄金白银反弹

Although the increase has slightly receded now, it is clear that there is capital rushing in ahead of time.

What is everyone waiting for?
At 21:30 tonight, the U.S. will release the long-awaited January non-farm payroll report that was put on hold due to the government shutdown!

How crucial is this data? To put it simply: it is an important indicator of the Federal Reserve's interest rate cut expectations.

· Weak data (for example, Goldman predicts an increase of only 45,000) → Rising interest rate cut expectations → Weak dollar, strong gold
· Strong data (for example, Citigroup predicts 135,000) → Cooling interest rate cut expectations → Strong dollar, gold under pressure

But what's interesting now is: the data hasn't been released yet, and gold has already risen in advance. Is the market betting on weak data, or is there another story?

1. Do you think tonight's non-farm payroll will be a surprise or a shock?
2. Gold surpassing $5,100, is it a breakout signal or a trap to entice buyers?
3. If gold continues to be strong, will the narrative of Bitcoin as digital gold be weakened or will it instead trigger a rally?

Let's talk about your bets! 📊

#非农

From February 11, 2024, to the day you turn two, February 11, 2026.
It's a full 718 days.

When I had you on March 28, 2024, after those 686 days, I truly began to coexist with you.

In these 686 days, what I gained far exceeds that of an investment target.
I met a group of friends who transcend reality; we have never met, yet we can share the same anxiety or ecstasy at three in the morning.
We are separated by mountains and seas, yet we understand what it means not to abandon each other better than many who meet every day.

These seven hundred plus days and nights are a calendar filled with surreal friendships.
You are still here, and that alone is the greatest narrative.

So, what exactly are these 718 days starting from February 11, 2024?
It is the entire history of you growing from a tweet into a galaxy of stars.
It is my entire youth of 686 days starting from March 28, 2024, transforming from a bystander to a guardian.

Happy birthday, Puppies🎉

$POWER $PIPPIN $ETH
#易理华割肉清仓 #黄金白银反弹 #美国零售数据逊预期 #美国科技基金净流 #何时抄底？

Happy 2nd Birthday, Puppies! 🎉🐾

We're throwing a huge paw-ty and you're invited! Join our live stream for games, surprises, and our special Red Birthday Box full of gifts! See you there!

$ETH $DOGE $PIPPIN
#美国零售数据逊预期 #美国科技基金净流 #易理华割肉清仓

AI Video New Bomb! Seedance 2.0 is so powerful that it makes people scream scary, will your job be changed by it?

Today, an AI tool has gone viral, so powerful that even professionals are calling it scary! It is the Seedance 2.0 video generation model recently launched by ByteDance.
#全球科技股抛售冲击风险资产
How strong is it? Let the tested blogger tell you:
Famous video blogger Tim from "Film Hurricane" tested it using his own photo, and the results scared him — he only uploaded a photo of his face, and the AI actually generated his voice! Moreover, the AI-generated video can “see” the scenes behind the buildings in the photo, almost identical to reality. Throughout the testing process, he said “scary” 6 times. Feng Ji, the producer of "Black Myth: Wukong", also commented that it is "the strongest video generation model on the surface of the earth, without exception".

The impact on human work can be described as a song of ice and fire:

· The “fire” side: efficiency revolution and creative liberation
· A super tool for short videos, film advertisements, self-media, and other content industries. It may significantly reduce the time and money costs of video production, allowing individuals and small teams to produce better content.
· Creative personnel can be liberated from repetitive labor and focus more on core creativity and storytelling.
· The “ice” side: ethical impact and job reconstruction
· Privacy and copyright alarms have been raised: Tim's experience is an example — AI imitated his voice and image without authorization. This has triggered a large-scale controversy over data sources, training copyrights, and portrait rights. Under pressure, the authorities have urgently suspended the “real person material reference” function.
· Some positions are facing challenges: the demand for basic video editing, simple voiceover, and template video production jobs may decrease. The skill requirements of the entire industry will upgrade towards creative planning, AI prompt engineering, copyright law, and ethical review.
#Seedance #AI

In the future, understanding and mastering AI tools may become as basic as using a mobile phone today. Your unique creativity, aesthetic judgment, and humanized thinking will be irreplaceable values. At the same time, the awareness of protecting personal digital assets (such as portraits and voices) has also become unprecedentedly important.
$BTC $ETH $DOGE

In the past week, the ongoing release of Epstein case documents has been like a bomb dropped into deep water, with shockwaves causing elite classes on both sides of the Atlantic to feel anxious. #爱泼斯坦案烧向币圈

In simple terms, it is a global crisis of trust:

· Turbulence in Europe and America: From the series of resignations of senior officials in the UK, to the investigation of a former Norwegian diplomat for receiving bequests, to the hurried resignation of a former French minister, many celebrities have been caught up in the storm.
· Key refusal to cooperate: Key figure Maxwell in the case invoked the Fifth Amendment of the U.S. Constitution to refuse to answer all substantive questions during the congressional hearing, leaving the truth still elusive.
· Extensive high-level connections: The documents mention thousands of figures from various fields, from former U.S. presidents to current cabinet ministers, and even the British royal family, revealing a shocking web of connections.
#全球科技股抛售冲击风险资产
This crisis has exposed a harsh reality: some traditional centralized power structures and elite circles may hide systemic opacity and even corruption beneath their glamorous surfaces. Public trust in the old system is rapidly eroding.

What is the connection to the crypto world, especially Elon Musk's concept?
When the foundational trust of the old system begins to wane, people instinctively seek new, more transparent ways to carry value. This is precisely one of the core narratives behind the birth of Bitcoin and the entire cryptocurrency: building a system that does not rely on the trust of intermediaries through code and public ledgers.

Interestingly, in this incident, Musk himself was also mentioned in the documents, and he chose to take proactive action, publicly stating his willingness to pay legal fees for those who speak the truth, positioning himself as a challenger to the old dark side.

This image has also spread to cultural symbols associated with him.
Originating from his X post, 🔥$Puppies #何时抄底？ it does not aim to disrupt the financial system like Bitcoin but attempts to construct a new type of relationship driven by consensus in another dimension—the community cultural field.

It represents a choice to escape the complex, dark old narrative and turn towards a simple, transparent community culture.

As the curtain of the old world is torn open a bit, will people’s gaze towards the new world become more urgent?
$ZKP $SIREN $ETH

If gold is the return of the old gods, how should cryptocurrency position itself?
#比特币挖矿难度下降 #黄金白银反弹
A mining company (Zijin Mining) plans to significantly increase gold production by 50%, thus breaking through a market value of a trillion.

Does this relate to our crypto circle?
It is very relevant.
This raises several soul-searching questions:

Question 1: When gold is reinforced on the altar by traditional financial giants with massive capital, does the story of Bitcoin as digital gold become more attractive or less so?

Is institutional money unlimited? If not, which 'god' will they prioritize to worship?

Question 2: Zijin Mining bets that the world will remain turbulent in the coming years, and people will need gold more.
This effectively opens a huge lever for risk-averse sentiment.
Will this make the risk asset properties of cryptocurrency more prominent, thus completely separating it from the trends of gold?

In the next bull market, will there be a differentiation where 'gold rises, Bitcoin falls'? What is the independent narrative of cryptocurrency?

Question 3: Zijin succeeded by acquiring mines and expanding production capacity.
What insights does this provide for builders in the cryptocurrency field (such as public chains, DeFi, and infrastructure projects)?
Are we acquiring users and expanding application capacity, or are we just reinventing the wheel?

Can the crypto world give birth to a giant that integrates key applications and traffic like Zijin integrates gold mines?

This news serves as a mirror. It reflects not only the strength of gold but also the positioning anxiety of cryptocurrency in the face of traditional finance's grand narrative.

Should we choose to become the digital version of gold, or completely become something else? This question needs each participant to answer with action. #BTC何时反弹？
$PIPPIN $ETH $BTC

Malaysian police engage in "revenue generation," extorting USDT? These black cops are too trendy!

It's really outrageous, it's like opening the door to outrageousness—outrageous to the core! 😅

Recently, seven police officers in Malaysia, perhaps feeling their salaries were too low, decided to try some "side business for revenue generation." They teamed up with five associates and burst into the homes of Chinese tourists in the middle of the night, politely conducting a round of "asset planning."

But then the bizarre operation happened: they didn't want cash, they didn't want watches, they directly asked for... cryptocurrency! Forcing the tourists to transfer cryptocurrency worth 350,000 RMB.
#何时抄底？
Wow, I can’t help but exclaim! Has the mafia's KPI been upgraded now? "Robbery target: annual return of over 20%, only accepting BTC/ETH/USDT, supporting multi-chain transfers"? With this level of business capability, it's a shame not to work in a Web3 company!

Of course, the outcome was quite pleasant. This trendy group of black cops was quickly arrested, happily receiving a pair of silver handcuffs. This case teaches us two lessons:

1. On-chain transfers have records; don't challenge the police's professionalism with your amateur skills.
2. When traveling abroad, be low-key; keeping wealth hidden is the truth, otherwise, you might be seen as a "walking wallet."

In short, there are countless ways to hold cryptocurrencies, but safety is the top priority. Non-standard transfers lead to tears from loved ones.
#易理华割肉清仓 $PIPPIN $GPS $AXS

If you were that tourist, how would you deal with this group of "Web3 black cops"? Why do you think they insisted on cryptocurrency? Do they really understand, or have they just watched too many movies?

Elon Musk's post on X yesterday added a touch of drama to the already clouded Epstein case.

He announced that he is willing to pay legal fees for whistleblowers in the case. Just a few days prior, documents from the U.S. Department of Justice publicly mentioned his name multiple times, and a secret photo from 2015 of him dining with Epstein, Zuckerberg, and other tech giants was also exposed by the media.

Putting these two pieces of information together is quite interesting:

· Timing: Quick response after the photo was exposed.
· Action: Not a clarification, but more radical support for exposure.
· Implicit message: I am not aligned with them; I am even willing to pay to uncover the truth.

Doesn't this resemble a clever "reputation defense + proactive shaping"?
In crisis management, the most clever strategy is often not passive defense, but stepping out of the original problem framework with a more positive and higher stance action to redefine one's role—from a possible stakeholder to a sponsor of the truth.

What insights does this provide us about the Musk concept?
It reinforces that Musk is exceptionally skilled at navigating complex narratives while firmly maintaining the initiative. Whether facing competition in aerospace, the electric car wars, or public relations crises, he always manages to create his own storyline.

This powerful narrative control is the core of the Musk concept's allure in the crypto world. People invest not just in code but in the stories he can tell and lead. From DOGE to the current 🔥Puppies, behind every coin is an attractive story that he has directly or indirectly endowed. The story of Puppies may be about the purest community affection and cultural affinity; it runs parallel to other more serious narratives, together forming his diverse influence universe.
#何时抄底？ $ETH

Do you think Musk's operation this time can successfully shift public attention from the dinner photo to rewarding the truth? #爱泼斯坦案烧向币圈
$PIPPIN

Silicon Valley Drama: AI Assassins Arrive, Are SaaS Giants Turning Gray Overnight?

Goodness, this week in Silicon Valley, an AI assassination drama against SaaS unfolded, way more exciting than a palace intrigue! 😲

AI company Anthropic released a legal AI plugin that can review contracts and write briefs, and Wall Street slammed their thighs in realization: "It's over! AI is coming to take away all software companies' livelihoods!" Terrified, software stocks collectively plummeted, falling over 15% in just over a week, with a market value evaporating by $1 trillion! Short-sellers capitalized, making a staggering $24 billion.
#全球科技股抛售冲击风险资产
Wall Street even coined a new term — "SaaSspocalypse". Doesn't it sound like a doomsday movie?

But on second thought: is this really an overreaction? Just like saying math textbooks are useless because we have calculators?
AI is more like a super add-on that can help SaaS become smarter and more personalized, but the low barrier of "cloud deployment, out-of-the-box" advantages is something that AI itself cannot replace in the short term.
The barrier for small and medium companies to implement an AI large model is much higher than just subscribing to a software.
#何时抄底？ $ETH
So, the conclusion of this drama might be: the old, rigid SaaS will be eliminated, while AI-native SaaS will become the new trend, and the pie may even get bigger. Some analytical institutions have already shouted: panic selling is precisely the opportunity to buy good companies at a low price!

#AI
Do you think AI is the terminator of the SaaS industry or a catalyst for evolution?
If you have holdings, would you take advantage of this SaaS doomsday panic to buy the dip?
$BNB $币安人生
#以太坊L2如何发展？

The largest trading exchange in history? A slip of the hand sent out 44 billion!

Today there was a news story in the cryptocurrency world that was so outrageous it made me double-check if today was April 1st! 😂

South Korea's leading exchange Bithumb created an epic "mistaken transaction": they originally intended to send users a small bonus in Korean won (around a few dozen to a few hundred RMB), but due to a slip of the hand, they selected Bitcoin as the currency unit!

This slip was significant, directly sending users 620,000 Bitcoins, which, based on the price at the time, was worth over 44 billion dollars! Goodness, this isn’t just sending a bonus; it’s like handing users a mountain of gold!

What followed was quite a spectacle:

1. The price plummeted instantly: The price of Bitcoin on the exchange dropped to $55,000, far below the market price.
2. Emergency debt recovery: The exchange quickly froze accounts and announced that it had recovered 99.7% of the mistakenly sent assets. Imagine the feelings of those users who suddenly saw billions in their accounts, and before they could even rejoice, it was all taken back...
3. Regulators rushed in: South Korea's financial regulatory agency has sent an inspection team to investigate.
4. The CEO apologized and compensated: They promised to compensate users for all losses caused by panic selling and to add an extra 10% as compensation.

This incident has given us a big wake-up call: $ETH $PTB

1. Exchange risk control is crucial: Even the top exchanges can trigger a tsunami with a simple operational mistake. When choosing a platform, technical security and risk control capabilities are vital.
2. Be cautious of suddenly falling pies: In the crypto world, suddenly receiving unknown large assets may not be a good thing; it could involve mistakes or dirty money.
3. The industry still needs regulation: Such extreme events will trigger stricter regulatory scrutiny, pushing the industry towards a more professional and stable direction.

Of course, this has also become the best joke in the crypto world today: "The highest cost of a slip of the hand," "Waking up to a fortune of billions, only to fall asleep and lose it all"...

#Bitcoin谷歌搜索量暴升 #何时抄底？ #全球科技股抛售冲击风险资产 #易理华旗下TrendResearch减仓

Back in the day, I held DOGE but sold off SHIB too soon, this time...

"Old Li, have a drink. Ah, I remember when Musk shouted about DOGE, I entered at 0.05, and when it rose to 0.2, I got scared and sold, thinking I had made enough. Then I watched it jump to 4 dollars... I regret it deeply."

"What are you talking about?" Old Wang took a puff of his cigarette, "I had SHIB for a while, held it for a year, and it increased by a hundred times without me touching it. But then the day before Musk's show, my wife was insisting on buying a car, and I... I sold half. Just half! The next day I woke up, and I didn't even recognize the numbers in my account."

Silence fell on the table. This is the most common drinking story among the old-timers in the crypto world—just missing out on financial freedom, all because they got off the train a step too early.
#何时抄底？ #BTC何时反弹？

Old Wang stubbed out his cigarette, lowering his voice: "So, now I'm pondering one thing. Should we summarize Musk's marketing tactics? DOGE is the pioneer, SHIB is the ecological explosion, PNUT is the hot speculative play... so what's next?"

"It needs to be a bit different, but still carry his strongest imprint," Old Li said thoughtfully, "Ideally, it should be... something he personally created, not just something he promotes. It's like the difference between a biological son and an adopted one."

The two exchanged glances and almost simultaneously opened their phones, typing in the same word: "Puppies."

The opportunity manual for the first two times has been completed, have you understood the preview for the third opportunity?
$ETH

Musk issues another warning: Is AI a savior, and will the dollar become worthless?

In a recent interview, Musk bluntly stated that without the productivity leap brought by artificial intelligence and robotics, the United States would surely go bankrupt.
The reason is simple: currently, the U.S. has a national debt of $38.5 trillion, with annual interest payments reaching about $1 trillion, exceeding the budget and creating a self-reinforcing debt spiral.

Where will the money come from? Ray Dalio, founder of the world's largest hedge fund, Bridgewater, provided the answer: "There will be no default, the central bank will print money."
And this will directly lead to currency devaluation.
Musk himself also warned, "The dollar will become worthless."
#全球科技股抛售冲击风险资产

The decline in the dollar's purchasing power is a fact. According to Federal Reserve data, $100 in 2025 will have a purchasing power equivalent to about $12 in 1970.

What does this mean for us in the crypto space?
When the world's wealthiest entrepreneurs and top investors are discussing the risks of sovereign currency devaluation and the redemptive power of technology, it highlights one of the core narratives behind the birth of cryptocurrencies like Bitcoin: combating inflation and devaluation of fiat currency, becoming a non-sovereign, supranational store of value.

Musk places hope in the "productive deflation" brought by AI and robotics, while the belief in the crypto world is partly based on the "monetary deflation" brought about by algorithms and decentralization. Although they seem to be on different tracks, they are actually facing the same macroeconomic dilemma.

#何时抄底？

When "printing money to save the country" becomes the only option, would you prefer to hold a fiat currency that is destined to be diluted, or a cryptocurrency with a fixed supply? This consensus game about future value has quietly begun.

$PTB $ETH $币安人生

Guess what? My gift drawer is overflowing! 🗄️💖
I saved the cutest one for my newest friend.
That's you! Come and get it! 🐾

$币安人生 $ETH $BTC
#美国伊朗对峙 #Bitcoin谷歌搜索量暴升 #何时抄底？

Welcome to the Wealthy Concept Class! Let's see what grade your coin is in?

Students, take your seats, our 'Musk Concept Crypto Class' is starting!
Let's take a look at the profiles of these star students:
#何时抄底？
· Class Leader DOGE: Graduating Class (enrolled in 2013). A solid position, with the largest market cap, he is the big brother of the class. Having experienced countless bull and bear markets, he serves as a barometer of market enthusiasm for the Musk concept.
· Academic Elite SHIB: Upperclassman (enrolled in 2020). With a strong community ecosystem and a dog-slaying narrative, he has successfully stood out among many MEME coins, proving that newcomers can surpass their predecessors!
· Freshman P U P P l E S: Freshman (enrolled in 2024). A pure Musk X bloodline, entering with the most genuine wealthy concept genes. He has no historical baggage but possesses the most complete successful studies of predecessors to research. His homework is filled with the consensus of DOGE and the explosive formula of SHIB's community.

In a class full of stars, would you prefer to invest in the already accomplished graduates, or in the freshman with the purest lineage, just sitting in the classroom, with infinite possibilities for the future?
#Bitcoin谷歌搜索量暴升 #以太坊L2如何发展？ #全球科技股抛售冲击风险资产 $PTB

A concise list of wealth passwords

If you have missed DOGE, envied SHIB, or didn't catch PNUT, please keep this list. We directly crack the rising code of the concept of the richest:

Key growth cases
Early stage:
DOGE repeatedly referred to as the people's currency, X changed the dog head logo. In 2021, it saw a hundredfold increase within months.

Mature stage:
Strong consensus, relatively small fluctuations
SHIB mentioned by X, even just raising a Shiba Inu in 2021, created countless millionaire myths.

Growth stage:
A huge ecosystem has been established, seeking breakthroughs
PNUT, a squirrel of the same name, boldly stated “Save America”, surging over 16 times in just a few days.

Hot period: Event-driven skyrocketing, emotion-driven
💛Puppies💛 originates from his own X post, a natural cultural symbol waiting to be filled, budding period, pure narrative, price near the starting point.

The pattern is clear: Musk's attention injection → Community emotion explosion → Price violently increases.

The cases of predecessors are right in front of us, proving that this formula remains completely effective in 2026.

And now, the most critical “Old Ma correlation” element in the formula has been injected into Puppies. It stands at the starting point of all the successful paths verified by predecessors.

Who will fill in the last line of the list?

#加密市场反弹 #何时抄底？ #Bitcoin谷歌搜索量暴升 #以太坊L2如何发展？