AI是一个时代

This is a meme token project on the BSC chain called the 'Binance Community Fund', with the core information summarized as follows:

1. Project positioning

- Goal: To create the first fund for supporting the BSC chain, which is a community-protective meme fund token.
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- Philosophy: Through continuous tax injection and a deflationary mechanism, a fund pool is formed to support and assist quality community projects, resisting malicious price dumps.

2. Core mechanism (5% buy/sell slippage allocation)

- 1% Holding dividend: Dividends distributed according to holding ratio, addresses holding more than 1 million tokens can participate, cumulative 4U automatically credited, the larger the transaction volume, the more generous the dividends.
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- 1% Buyback + burn: Continuous buyback and burning of tokens to create a deflationary model, enhancing long-term value.
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- 3% Automatically injected into the community fund: Each transaction automatically injects into the fund pool, providing financial support for market protection and assistance, creating a positive flywheel.

3. Core uses of the community fund

1. Prioritize protecting the project's tokens, ensuring the rights of holders.
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2. Assist quality community tokens, buying in batches at low positions to help restart and increase the project.
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3. Reward community contributors, incentivizing construction and promotion.
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4. Invest in quality angel projects and mainstream assets for long-term compound growth.

4. Core advantages

- Positive flywheel: The larger the transaction volume → The higher the dividends → The stronger the fund → The more stable the price.
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- Deflationary + buyback: Enhancing holding value and token scarcity.

In the past hour, over 77 million dollars in long positions exploded across the entire network, it's truly a bloodbath! Although the specific platform data hasn't been fully captured, based on past experience, this magnitude of liquidation is likely concentrated in the three major exchanges—Binance, Bybit, and OKX.

As for the cryptocurrencies, no need to guess, Bitcoin (BTC) and Ethereum (ETH) are definitely the hardest hit. These two have such high volatility that leveraged traders simply can't hold on. It's estimated that some popular altcoins also contributed significantly, such as SOL and Dogecoin, which are highly volatile; a small spike can lead to widespread liquidation.

Honestly, every time I see this kind of data, it sends chills down my spine. In a bull market frenzy, it's easy to lose control; playing with high leverage is like playing with fire, but ordinary people really can't afford it. Remember, the crazier the market gets, the more you need to protect your positions—don't let liquidation become the tuition you pay. Being steady and surviving longer is the true way to win.
#非农意外强劲
$BTC

I just searched a bit, but indeed did not find any specific analysis by Axel on the SSR 90-day oscillation indicator. This type of professional technical indicator analysis usually requires access to specialized financial data platforms or checking the original reports from analysts.

Generally speaking, to observe whether the oscillation indicator can regain the zero line, traders typically focus on several leading signals:

Whether the price is supported at key support levels
Whether there is a significant increase in trading volume
Whether there is a divergence phenomenon (price reaches new lows but the indicator does not)
Whether market sentiment begins to shift
If you are really concerned about this indicator, it is recommended to directly check the relevant analysis on professional trading platforms like TradingView, or follow Axel's official social media accounts for the latest insights. When it comes to technical analysis, looking at the original data and charts is still the most reliable!
$BTC

Just saw Citigroup say that the Fed's rate cuts might be delayed until May, and this really has quite an impact on the crypto space. Let me briefly share my thoughts:

Short term (1-3 months): Bitcoin has to endure a period of volatility first.
A delayed rate cut means that the liquidity of the US dollar won't be loosened quickly, and risk assets are generally under pressure. Bitcoin is currently hovering around $66,000, down 4.8% in 24 hours, with an RSI of only 43 (below 50 indicates significant selling pressure), and it may test the support level of $65,000 or even lower in the short term. Whales (large holders) may easily dump and run at this time, and volatility will definitely increase; a one-day drop of 30%+ like last December is not out of the question.

But don't panic, the long-term logic hasn't changed:

The halving cycle hasn't really kicked in: Historically, bull markets after halving usually start a few months later, combined with the implementation of rate cuts (even if it arrives in May), the double effect of liquidity + scarcity is still a high-probability event.
Institutions are waiting for entry points: Traditional funds may temporarily observe, but crypto-native institutions (like those specializing in digital currencies) will take advantage of the dip to accumulate. They are not betting on next month's rise or fall, but rather on the big market trend of liquidity easing in the second half of the year.
Institutional allocations will become more fragmented:

The conservative approach: Reduce Bitcoin holdings, convert some into cash or bonds to avoid the storm.
The aggressive approach: If it drops significantly, build positions in batches, especially if inflation data fluctuates (stagflation expectations), the “digital gold” attribute of Bitcoin will be recalled.
Summary: The next three months are like “the darkness before dawn,” with high volatility testing patience, but they also present opportunities for positioning. Ordinary people should avoid chasing highs and selling lows easily; dollar-cost averaging or waiting for clear right-side signals is more prudent. After all, macro policies will only delay but not disappear; the dual script of rate cuts + halving hasn't played out this year yet.
#非农意外强劲 $BTC

Let's talk about Arkham's project transition from CEX to DEX and its impact on the ARKM token in the next three months.

To be honest, this kind of transformation will definitely be a bit bumpy in the short term. It's like suddenly changing lanes while driving; there will be some swaying. The price of ARKM has already fluctuated by 25% in the past month, precisely because people are uncertain—some are afraid that traffic and revenue from CEX will drop and are quick to sell; while others believe that the DEX track has potential and are seizing the opportunity to buy in.

In the next three months, it will crucially depend on whether the details of the transformation can be implemented. If liquidity mining and cross-chain features can indeed be developed, the price may gradually recover. Historical data shows that similar transformation projects can average an 18% increase within 30 days after their functions go live! However, one must be cautious of "good news fully priced in"; if progress lags, the price may need to adjust again.

In terms of liquidity, it is estimated to be a bit uncomfortable in the short term. Currently, 70% of Arkham's liquidity is in CEX, and user migration will take time; the trading volume on the DEX side has only increased by 5%, and the bid-ask spread may widen. But in the long run, this is a good thing— they plan to offer liquidity mining rewards, allowing users to earn extra tokens by providing liquidity. Similar strategies have allowed some DEXs to triple their liquidity in three months! Furthermore, DEXs are more decentralized, which can attract global users, especially friends from regions with strict regulations.

The biggest variable remains regulatory policies and user habits. If a major country suddenly cracks down on DEXs, that would be awkward. Whether users can adapt to DEXs is also very important; if Arkham can create a simple version of the wallet along with tutorials, the migration speed will be much faster.

In summary, in the next three months, ARKM may first experience fluctuations to build a bottom, then gradually rise; liquidity will undergo short-term pain, but the long-term outlook is positive. Everyone should closely monitor the transformation progress, incentive policies, and regulatory dynamics, and operate flexibly!
#黄金白银反弹
$BTC

Let's talk about an interesting phenomenon! I just looked at the data and found that the BTC/USD spot premium indicator on Coinbase has indeed shown signs of turning positive in the last 24 hours, which coincides quite well with the reversal of fund flows into the US ETF.

In simple terms, when the premium on Coinbase turns positive, it means that institutional investors are back to buying BTC on Coinbase, willing to pay a higher price than the market price to grab it. The reason behind this is likely due to the net inflow of funds into the US Bitcoin ETF restarting—large institutions buy in through the ETF and then arbitrage in the spot market, directly pushing up the premium.

However, it's important to note that while this correlation makes logical sense, market sentiment changes quickly, and a single day's data cannot fully indicate a trend. After all, the premium previously dropped to a low of -167.8, indicating that market sentiment was really poor before. The current positive turn is a positive signal, but we still need to observe whether the subsequent funds can continue to flow in.

In summary, a return to positive premium + reversal of ETF funds might indicate that market sentiment has temporarily bottomed out and is warming up. But don't forget, the cryptocurrency market is highly volatile, and short-term data is for reference only—don't impulsively act based on just one day's performance!
#美国科技基金净流
$BTC

Recently, the U.S. stock market's crypto stocks have been experiencing quite a drop, with popular stocks like COIN and MSTR going down, but the demand for Bitcoin spot ETFs is still strong. This seems a bit contradictory, right? Actually, there's a "seesaw effect" at play here.

In simple terms, a lot of capital is likely shifting from high-risk crypto stocks to more compliant and direct Bitcoin ETFs. As Glassnode mentioned, the market is quite cautious right now—if Bitcoin can hold above $80,000, that's good, but if it falls below, it might need to test $58,000. This uncertainty makes investors more willing to engage with Bitcoin through ETFs rather than touching "intermediaries" like COIN or MSTR.

Especially for MSTR, it previously enjoyed a premium due to holding a large amount of Bitcoin, but now that ETFs are becoming more popular, people find it more appealing to buy ETFs directly, which means its valuation logic needs to be readjusted. COIN is similar; although it manages a lot of Bitcoin in various ETFs, its stock price is still highly correlated with Bitcoin.

So in the short term, the widespread decline in crypto stocks and the strong demand for ETFs indeed create this subtle opposition. But in the long run, the massive inflow into ETFs will ultimately provide foundational support for the entire crypto ecosystem. The key now is whether Bitcoin can stabilize above $80,000; if it holds, the sentiment may improve, and these stocks could benefit as well～
#黄金白银反弹
$BTC

Hey, talking about the recent investigation by the Financial Supervisory Service of Korea into Bithumb and these exchanges regarding 'phantom bitcoins,' this matter is indeed quite interesting. In simple terms, the regulatory agency suspects that the exchanges may have inflated the number of bitcoins, engaged in price manipulation, or lacked asset transparency. If verified, the consequences could be significant—exchanges may face hefty fines or even be required to suspend operations for rectification.

For local exchanges in Korea, this move will definitely increase operational costs. They need to strengthen audits, improve transparency, and cope with potential user panic withdrawals. However, in the long run, if they can weather this storm, it may help rebuild trust and eliminate some unreliable smaller platforms.

Globally, this situation will certainly raise questions about the credibility of centralized exchanges (CEX) in the short term, especially since Korea is an important player in the crypto market. However, if Korea can solidify its regulatory practices, it might foster a more standardized global atmosphere, giving compliant exchanges a competitive edge.

In summary, tighter regulations aren't necessarily a bad thing, but the growing pains are inevitable. As users, we may need to be more attentive to the transparency and compliance of exchanges in the future. The market is evolving, and both opportunities and risks lie in the details.
#何时抄底？
$BTC