逍遥乐168
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$ETH $SOL $BNB
Musk's Dogecoin Binance Purchase Tutorial (Using Exchange Balance, No Wallet Transfer) + Binance Avatar Change Tutorial
#狗狗币ETF进展 #山寨币战略储备 #BNB创新高 #现货黄金创历史新高 #马斯克小奶狗
Musk's Dogecoin Binance Purchase Tutorial (Using Exchange Balance, No Wallet Transfer) + Binance Avatar Change Tutorial
#狗狗币ETF进展 #山寨币战略储备 #BNB创新高 #现货黄金创历史新高 #马斯克小奶狗
The Non-Farm Payrolls Release 'Two-Sided Market'! January Surged by 130,000, Last Year's Downward Revision of 860,000, Fed Rate Cut Still in Limbo
The U.S. January Non-Farm Payrolls delivered the most contradictory employment report in history, directly stirring global risk assets! An addition of 130,000 people far exceeded expectations of 65,000, marking the largest increase since April 2025; the unemployment rate unexpectedly dropped to 4.3%, and the average hourly wage increased by 0.4% month-on-month, with all monthly data showing strength. However, the annual benchmark revision was a massive disaster, with employment data for 2025 being drastically revised down by 862,000, and the annual addition plummeting from 584,000 to 181,000, with 25 out of the past 26 reports being revised down, thoroughly exposing the real weakness.
After the data was released, the market instantly changed face: U.S. Treasury yields and U.S. stock futures rose simultaneously, prompting traders to directly reduce their bets on a rate cut in June, postponing the first rate cut to July. On one side, January's employment strength was maximized, suppressing the space for rate cuts; on the other, last year's data was heavily revised down, revealing economic concerns, putting the Fed in a dilemma of 'to cut or not to cut.'
In terms of industry structure, healthcare, construction, and manufacturing are warming up, full-time positions have greatly increased, temporary employment continues to shrink, and employment quality has slightly improved. This report of 'half hot, half cold' makes the macro environment of the crypto market even harder to predict.
Strong data suppresses rate cuts, weak revisions leave room; do you think the Fed will delay rate cuts or stick to easing? Is this a bearish signal or an opportunity for BTC and ETH?
$ME
$BERA
$0G
#CZ币安广场AMA
#非农意外强劲
#U.S. House of Representatives Ends Trump’s Canada Tariff
The U.S. January Non-Farm Payrolls delivered the most contradictory employment report in history, directly stirring global risk assets! An addition of 130,000 people far exceeded expectations of 65,000, marking the largest increase since April 2025; the unemployment rate unexpectedly dropped to 4.3%, and the average hourly wage increased by 0.4% month-on-month, with all monthly data showing strength. However, the annual benchmark revision was a massive disaster, with employment data for 2025 being drastically revised down by 862,000, and the annual addition plummeting from 584,000 to 181,000, with 25 out of the past 26 reports being revised down, thoroughly exposing the real weakness.
After the data was released, the market instantly changed face: U.S. Treasury yields and U.S. stock futures rose simultaneously, prompting traders to directly reduce their bets on a rate cut in June, postponing the first rate cut to July. On one side, January's employment strength was maximized, suppressing the space for rate cuts; on the other, last year's data was heavily revised down, revealing economic concerns, putting the Fed in a dilemma of 'to cut or not to cut.'
In terms of industry structure, healthcare, construction, and manufacturing are warming up, full-time positions have greatly increased, temporary employment continues to shrink, and employment quality has slightly improved. This report of 'half hot, half cold' makes the macro environment of the crypto market even harder to predict.
Strong data suppresses rate cuts, weak revisions leave room; do you think the Fed will delay rate cuts or stick to easing? Is this a bearish signal or an opportunity for BTC and ETH?
$ME
$BERA
$0G
#CZ币安广场AMA
#非农意外强劲
#U.S. House of Representatives Ends Trump’s Canada Tariff
It can't be hidden anymore! U.S. Treasury and stock markets suffer double blows, data fabrication confirmed, and the RMB surges past 6.8
U.S. heavyweight data is alleged to be fabricated, with the offshore RMB breaking through 6.8 in one go, hitting a two-year high!
The U.S. non-farm payroll data for January was released, showing an increase of 130,000 people, far exceeding expectations, but the previous value was significantly revised down, which the market pointed to as a deliberate lowering of the baseline and data inflation. Coupled with inflation data exceeding expectations, it directly triggered panic in the market: U.S. stocks opened high and then plummeted, with the Nasdaq leading the decline; U.S. Treasury prices continued to fall, and the ten-year yield rose, leading to a collective sell-off of dollar assets.
More astonishingly, Trump's outrageous statement: claiming that the economic data is too good, the Federal Reserve should immediately cut interest rates to save the Treasury nearly a trillion in interest costs, completely ignoring economic logic. He intended to use strong data to create momentum for the issuance of hundreds of billions in U.S. debt, but the result was counterproductive—the market's interest rate cut expectations cooled significantly, the probability of a rate cut in June was halved, and the trend of de-dollarization accelerated completely.
On one side, U.S. dollar credit is frequently questioned, while on the other side, RMB assets are highly sought after. The offshore RMB strongly breaking through 6.8 is a trust vote cast by global capital with real money. U.S. data inflation and conflicting policies are driving global funds to accelerate their shift towards more stable RMB assets.
This transition between the U.S. dollar and RMB has reached a climax; do you think the Federal Reserve will compromise and cut interest rates? Will the RMB continue to strengthen?
$BERA
$0G
$TNSR
#CZ币安广场AMA
#非农意外强劲
#美国众议院终止特朗普加拿大关税
#U.S. retail data falls short of expectations
U.S. heavyweight data is alleged to be fabricated, with the offshore RMB breaking through 6.8 in one go, hitting a two-year high!
The U.S. non-farm payroll data for January was released, showing an increase of 130,000 people, far exceeding expectations, but the previous value was significantly revised down, which the market pointed to as a deliberate lowering of the baseline and data inflation. Coupled with inflation data exceeding expectations, it directly triggered panic in the market: U.S. stocks opened high and then plummeted, with the Nasdaq leading the decline; U.S. Treasury prices continued to fall, and the ten-year yield rose, leading to a collective sell-off of dollar assets.
More astonishingly, Trump's outrageous statement: claiming that the economic data is too good, the Federal Reserve should immediately cut interest rates to save the Treasury nearly a trillion in interest costs, completely ignoring economic logic. He intended to use strong data to create momentum for the issuance of hundreds of billions in U.S. debt, but the result was counterproductive—the market's interest rate cut expectations cooled significantly, the probability of a rate cut in June was halved, and the trend of de-dollarization accelerated completely.
On one side, U.S. dollar credit is frequently questioned, while on the other side, RMB assets are highly sought after. The offshore RMB strongly breaking through 6.8 is a trust vote cast by global capital with real money. U.S. data inflation and conflicting policies are driving global funds to accelerate their shift towards more stable RMB assets.
This transition between the U.S. dollar and RMB has reached a climax; do you think the Federal Reserve will compromise and cut interest rates? Will the RMB continue to strengthen?
$BERA
$0G
$TNSR
#CZ币安广场AMA
#非农意外强劲
#美国众议院终止特朗普加拿大关税
#U.S. retail data falls short of expectations
Alarm lifted! The Federal Reserve's senior officials collectively extinguish the fire, the balance sheet reduction slows down completely, and risk assets welcome good news
The alarm for balance sheet reduction has suddenly been lifted! Senior officials of the Federal Reserve rarely speak in unison to "extinguish the fire," and the global market's anxieties have finally eased. Facing the hawkish new chairman Waller, Washington's authoritative tone is clear: balance sheet reduction cannot speed up this time!
U.S. Treasury Secretary Yellen made a significant statement, clearly stating that even with Waller's appointment, the Federal Reserve will not rapidly reduce its balance sheet, and the observation period for policies may last up to a year. Liquidity has become tighter, internal consensus does not support it, and coordination with the Treasury Department is challenging, creating a triple lock that restricts aggressive balance sheet reduction. A crisis similar to the money shortage of 2019 is unlikely to reoccur.
Waller is caught in a dilemma between ideology and reality, as hawkish views struggle against the White House's calls for interest rate cuts and a weak job market, ultimately leading to a compromise route of "interest rate cuts + gradual balance sheet reduction." Institutions predict that the Federal Reserve will cut interest rates twice in 2026, with AI deflation logic further supporting easing, making it more favorable for stocks, cryptocurrencies, and other risk assets.
Short-term panic has subsided, but long-term hidden worries remain. Passive balance sheet reduction will slowly consume market liquidity, much like boiling a frog slowly, gradually tightening the financial environment, and financing volatility and liquidity management pressures will persist in the long term.
The Federal Reserve's policy shift is becoming clear, the easing window has opened, do you think this wave of policy warmth will trigger a new round of market activity in the cryptocurrency sector?
$BERA
$LINEA
$DYM
#非农意外强劲
#CZ币安广场AMA
#U.S. retail data disappoints expectations
The alarm for balance sheet reduction has suddenly been lifted! Senior officials of the Federal Reserve rarely speak in unison to "extinguish the fire," and the global market's anxieties have finally eased. Facing the hawkish new chairman Waller, Washington's authoritative tone is clear: balance sheet reduction cannot speed up this time!
U.S. Treasury Secretary Yellen made a significant statement, clearly stating that even with Waller's appointment, the Federal Reserve will not rapidly reduce its balance sheet, and the observation period for policies may last up to a year. Liquidity has become tighter, internal consensus does not support it, and coordination with the Treasury Department is challenging, creating a triple lock that restricts aggressive balance sheet reduction. A crisis similar to the money shortage of 2019 is unlikely to reoccur.
Waller is caught in a dilemma between ideology and reality, as hawkish views struggle against the White House's calls for interest rate cuts and a weak job market, ultimately leading to a compromise route of "interest rate cuts + gradual balance sheet reduction." Institutions predict that the Federal Reserve will cut interest rates twice in 2026, with AI deflation logic further supporting easing, making it more favorable for stocks, cryptocurrencies, and other risk assets.
Short-term panic has subsided, but long-term hidden worries remain. Passive balance sheet reduction will slowly consume market liquidity, much like boiling a frog slowly, gradually tightening the financial environment, and financing volatility and liquidity management pressures will persist in the long term.
The Federal Reserve's policy shift is becoming clear, the easing window has opened, do you think this wave of policy warmth will trigger a new round of market activity in the cryptocurrency sector?
$BERA
$LINEA
$DYM
#非农意外强劲
#CZ币安广场AMA
#U.S. retail data disappoints expectations
Powerful counterattack! China orders to reduce holdings of U.S. Treasuries, and the selling spree triggers a collapse of U.S. Treasuries, signaling the end of U.S. dollar hegemony!\n\nA major move! Chinese regulators officially take action, guiding banks to limit new U.S. Treasury purchases and actively reduce their holdings. The global selling spree of U.S. Treasuries has completely erupted, and the foundation of U.S. dollar hegemony is shaking!\n\nAccording to Bloomberg, banks with high exposure to U.S. Treasuries are explicitly required to reduce their holdings, with the core goal of diversifying risks and safeguarding foreign exchange asset security. As of November 2025, China’s holdings of U.S. Treasuries have fallen below $700 billion, down to $682.6 billion, marking the lowest level since the 2008 financial crisis, dropping from the world’s largest creditor to third place.\n\nFrom a peak of $1.32 trillion to nearly halving today, China has completely bid farewell to the era of passive holdings of U.S. Treasuries. The scale of U.S. debt has surpassed $38 trillion, making it difficult to continue rolling over debt, frequently resorting to financial weapons and threatening debt defaults. China’s orderly reduction of holdings is not only self-protection but also a strong countermeasure against U.S. dollar hegemony.\n\nAt the same time, China has increased its gold holdings for 15 consecutive months, reaching 74.19 million ounces by the end of January, replacing credit assets with hard currency, strengthening the security line of foreign reserves, and accelerating the diversification of foreign exchange and the internationalization of the renminbi.\n\nThe global trend of de-dollarization is sweeping across many countries turning to local currency settlements, and the demand for U.S. Treasuries continues to shrink. Although there are short-term supports from Japan and the UK, the collapse of U.S. Treasury credit is already an unstoppable trend.\n\nThis financial heavy blow from China officially declares that it will no longer foot the bill for U.S. dollar hegemony.\n\nDo you think China’s reduction of U.S. Treasuries and increase in gold holdings will accelerate the end of U.S. dollar hegemony? Will crypto assets become the core choice for de-dollarization?\n $BERA \n\n$DYM \n\n\n$STG \n\n\n#美国零售数据逊预期 \n#全球科技股抛售冲击风险资产 \n#Bitcoin mining difficulty decreases
Market Crash Warning! The new Chairman of the Federal Reserve insists on shrinking the balance sheet, and Trump's interest rate cut promise is completely gone 关注马斯克概念小奶狗pu p pi es
Global financial markets sound the alarm for a crash! Trump nominated Kevin Warsh to head the Federal Reserve, whose radical approach of 'first shrinking the balance sheet, then cutting interest rates' directly shatters market expectations for easing, and a liquidity crisis is imminent.
Warsh insists on using balance sheet reduction to curb inflation and create space for interest rate cuts, advocating for the cessation of MBS purchases and the contraction of the balance sheet. However, shrinking the balance sheet is a form of strong tightening, which directly conflicts with Trump's urgent demand for interest rate cuts. The Fed's balance sheet reduction in 2019 once triggered a 'crash' in the U.S. repurchase market, and historical risks are looming large. More critically, during the Fed's expansion of the balance sheet, a large amount of U.S. Treasury bonds were absorbed; once the balance sheet reduction is initiated, the enormous fiscal debt of the United States will face a predicament of no buyers, sharply increasing the risk of a dual blow to fiscal and monetary policy.
U.S. economic data is sounding alarms across the board; the government shutdown has delayed the release of key non-farm payroll data. In January, ADP employment increased by only 22,000, far below expectations, marking the worst January performance in nearly five years, and the economic slowdown has become a fact.
Both the European Central Bank and the Bank of England held steady in February, with significant internal disagreements within the Bank of England, which may see an interest rate cut window in April; the European Central Bank is more hawkish, with the probability of interest rate cuts for the year far lower than that of the UK, further exacerbating the divergence in global monetary policy, and risk assets are under pressure across the board.
In the short term, Warsh may prioritize interest rate cuts due to pressure from the midterm elections, but the shadow of balance sheet reduction always looms over the market. Once balance sheet reduction is implemented, U.S. stocks, cryptocurrencies, and other risk assets will face severe fluctuations.
Will this ultimate game between balance sheet reduction and interest rate cuts trigger a new round of market crashes? Do you think the cryptocurrency market can withstand this wave of liquidity shock?
$NIL
$ALLO
$ETH
#美国科技基金净流
#美国零售数据逊预期
#Bitcoin mining difficulty decreases
Global financial markets sound the alarm for a crash! Trump nominated Kevin Warsh to head the Federal Reserve, whose radical approach of 'first shrinking the balance sheet, then cutting interest rates' directly shatters market expectations for easing, and a liquidity crisis is imminent.
Warsh insists on using balance sheet reduction to curb inflation and create space for interest rate cuts, advocating for the cessation of MBS purchases and the contraction of the balance sheet. However, shrinking the balance sheet is a form of strong tightening, which directly conflicts with Trump's urgent demand for interest rate cuts. The Fed's balance sheet reduction in 2019 once triggered a 'crash' in the U.S. repurchase market, and historical risks are looming large. More critically, during the Fed's expansion of the balance sheet, a large amount of U.S. Treasury bonds were absorbed; once the balance sheet reduction is initiated, the enormous fiscal debt of the United States will face a predicament of no buyers, sharply increasing the risk of a dual blow to fiscal and monetary policy.
U.S. economic data is sounding alarms across the board; the government shutdown has delayed the release of key non-farm payroll data. In January, ADP employment increased by only 22,000, far below expectations, marking the worst January performance in nearly five years, and the economic slowdown has become a fact.
Both the European Central Bank and the Bank of England held steady in February, with significant internal disagreements within the Bank of England, which may see an interest rate cut window in April; the European Central Bank is more hawkish, with the probability of interest rate cuts for the year far lower than that of the UK, further exacerbating the divergence in global monetary policy, and risk assets are under pressure across the board.
In the short term, Warsh may prioritize interest rate cuts due to pressure from the midterm elections, but the shadow of balance sheet reduction always looms over the market. Once balance sheet reduction is implemented, U.S. stocks, cryptocurrencies, and other risk assets will face severe fluctuations.
Will this ultimate game between balance sheet reduction and interest rate cuts trigger a new round of market crashes? Do you think the cryptocurrency market can withstand this wave of liquidity shock?
$NIL
$ALLO
$ETH
#美国科技基金净流
#美国零售数据逊预期
#Bitcoin mining difficulty decreases
Thunder tonight! The U.S. non-farm payroll may be revised down by millions, completely shattering the employment myth.
The global market holds its breath tonight! The delayed January non-farm payroll report from the U.S. is set to make a significant impact, with the largest data revision in history expected, as nearly a million jobs may vanish into thin air, exposing the lie of a 'strong recovery' in the U.S. economy.
This revision includes a double downward adjustment: the benchmark revision for April 2024 to March 2025 is lowered by 750,000 to 900,000 jobs, combined with a further reduction of 500,000 to 700,000 from the 'birth-death model', bringing the total adjustment close to a million. The fraudulent PPP loans during the pandemic have spawned a large number of fake companies, leading to long-term distortions in employment data, which will be fully revealed tonight.
The truth after the revision is extremely harsh: the U.S. job market had already fallen below the stall line by mid-2024, with a three-month average of only 55,000, far below the 180,000 boom-bust line, and at least five months of negative job growth expected in 2025, confirming the economic weakness.
This shock directly forces the Federal Reserve to pivot, with interest rate cut pressures soaring sharply, as the market has bet on a total cut of 100 basis points for the year, fully igniting expectations for easing. For the cryptocurrency market, the liquidity turning point is approaching, heralding a key catalyst for the market.
With solid evidence of data falsification in the U.S. and the Federal Reserve being forced to inject liquidity, do you think tonight's non-farm payroll will trigger a new wave of bullish momentum for BTC?
$NIL
$ZRO
$BTC
The global market holds its breath tonight! The delayed January non-farm payroll report from the U.S. is set to make a significant impact, with the largest data revision in history expected, as nearly a million jobs may vanish into thin air, exposing the lie of a 'strong recovery' in the U.S. economy.
This revision includes a double downward adjustment: the benchmark revision for April 2024 to March 2025 is lowered by 750,000 to 900,000 jobs, combined with a further reduction of 500,000 to 700,000 from the 'birth-death model', bringing the total adjustment close to a million. The fraudulent PPP loans during the pandemic have spawned a large number of fake companies, leading to long-term distortions in employment data, which will be fully revealed tonight.
The truth after the revision is extremely harsh: the U.S. job market had already fallen below the stall line by mid-2024, with a three-month average of only 55,000, far below the 180,000 boom-bust line, and at least five months of negative job growth expected in 2025, confirming the economic weakness.
This shock directly forces the Federal Reserve to pivot, with interest rate cut pressures soaring sharply, as the market has bet on a total cut of 100 basis points for the year, fully igniting expectations for easing. For the cryptocurrency market, the liquidity turning point is approaching, heralding a key catalyst for the market.
With solid evidence of data falsification in the U.S. and the Federal Reserve being forced to inject liquidity, do you think tonight's non-farm payroll will trigger a new wave of bullish momentum for BTC?
$NIL
$ZRO
$BTC
[Replay] 🎙️ 一起唱聊庆祝 Fear is loud, Opportunity is Louder
05 h 59 m 46 s · 12.3k listens
Gold and Bitcoin "safe haven" is an illusion! The real risk lies in the signals from the US stock market's volume!
Don't be fooled by the safe-haven market! The rise of gold and Bitcoin is not a real safe haven; the lack of volume in the US stock market is the most critical warning signal.
The weakening credibility of the US dollar is driving funds into gold and the crypto market, but gold prices have already deviated from supply and demand, and bubbles are emerging; Bitcoin is even viewed as a high-risk asset by institutions, with ETFs continuously flowing out, rendering its safe-haven properties virtually nonexistent. The new Fed Chair Powell's policy oscillates, only delaying the decline of the dollar, making it difficult to change the return to valuation, and the risk of chasing highs is extremely high.
The S&P 500 has stabilized above 6900 points, and tech stocks are supporting the frenzy, but two major hidden dangers lurk: valuations are severely deviating from performance, and tariff benefits are unsustainable; technical implementations are not meeting expectations, and concept speculation is hard to sustain. More dangerously, the S&P's trading volume continues to be below previous activation levels, ETF funds are shrinking, and money is quietly withdrawing from high-priced assets.
The market rebalancing has begun, and the emotion-driven rise will eventually come to an end. Rather than chasing bubbles, it is better to maintain cash flow and quality assets.
Do you think gold or Bitcoin will correct first, or will the US stock market plunge first?
$GHST
$ATM
$BTC
#黄金白银反弹
#币安比特币SAFU基金
#美国科技基金净流
Don't be fooled by the safe-haven market! The rise of gold and Bitcoin is not a real safe haven; the lack of volume in the US stock market is the most critical warning signal.
The weakening credibility of the US dollar is driving funds into gold and the crypto market, but gold prices have already deviated from supply and demand, and bubbles are emerging; Bitcoin is even viewed as a high-risk asset by institutions, with ETFs continuously flowing out, rendering its safe-haven properties virtually nonexistent. The new Fed Chair Powell's policy oscillates, only delaying the decline of the dollar, making it difficult to change the return to valuation, and the risk of chasing highs is extremely high.
The S&P 500 has stabilized above 6900 points, and tech stocks are supporting the frenzy, but two major hidden dangers lurk: valuations are severely deviating from performance, and tariff benefits are unsustainable; technical implementations are not meeting expectations, and concept speculation is hard to sustain. More dangerously, the S&P's trading volume continues to be below previous activation levels, ETF funds are shrinking, and money is quietly withdrawing from high-priced assets.
The market rebalancing has begun, and the emotion-driven rise will eventually come to an end. Rather than chasing bubbles, it is better to maintain cash flow and quality assets.
Do you think gold or Bitcoin will correct first, or will the US stock market plunge first?
$GHST
$ATM
$BTC
#黄金白银反弹
#币安比特币SAFU基金
#美国科技基金净流
[Replay] 🎙️ 2026年 以太ETH 看8500 Meme行情爆发
05 h 11 m 31 s · 2.6k listens
Explosive! Trump boasts: Waller at the helm of the Fed, the U.S. economy is set to surge at 15% growth rate! 小年快乐！了解下马斯克概念小奶狗p up pi es
The global financial market is in complete turmoil! Trump once again throws out astonishing claims, stating that his nominee for Fed Chair, Waller, has the capability to propel the U.S. economy to a 15% growth rate, a groundbreaking goal that has ignited heated discussions in the global capital circle.
According to a report from Caixin on February 10, Trump stated in a recent interview that Waller was his core choice when selecting the Fed Chair, and appointing Powell was a major mistake. He does not hide his endorsement of Waller, firmly believing that after taking office, he can fully unleash economic potential, allowing the U.S. GDP growth to reach 15% or even higher.
The 15% growth target far exceeds market expectations, as the long-term stable growth rate of the U.S. economy is only around 2%. Behind this statement is Waller's **"balance sheet reduction + interest rate cut"** revolutionary monetary thought. Once this radical combination is implemented, it will completely rewrite the traditional policy logic of the Fed, stirring up the overall situation of the U.S. dollar, U.S. Treasury bonds, and U.S. stocks, and will directly impact the liquidity and risk appetite of the cryptocurrency market, becoming a key macro variable that influences market trends.
There are still Senate hurdles before the nomination is finalized, and the ultra-high growth target comes with tremendous policy pressure. This transition of power at the Fed is destined to affect the nerves of global capital.
Do you think a 15% economic growth is achievable? Will Waller's new policies bring benefits or volatility to the cryptocurrency market? Come to the comments section to share your thoughts!
$GHST
$ATM
$DF
#比特币挖矿难度下降
#美国零售数据逊预期
#U.S. Tech Fund Net Inflow
The global financial market is in complete turmoil! Trump once again throws out astonishing claims, stating that his nominee for Fed Chair, Waller, has the capability to propel the U.S. economy to a 15% growth rate, a groundbreaking goal that has ignited heated discussions in the global capital circle.
According to a report from Caixin on February 10, Trump stated in a recent interview that Waller was his core choice when selecting the Fed Chair, and appointing Powell was a major mistake. He does not hide his endorsement of Waller, firmly believing that after taking office, he can fully unleash economic potential, allowing the U.S. GDP growth to reach 15% or even higher.
The 15% growth target far exceeds market expectations, as the long-term stable growth rate of the U.S. economy is only around 2%. Behind this statement is Waller's **"balance sheet reduction + interest rate cut"** revolutionary monetary thought. Once this radical combination is implemented, it will completely rewrite the traditional policy logic of the Fed, stirring up the overall situation of the U.S. dollar, U.S. Treasury bonds, and U.S. stocks, and will directly impact the liquidity and risk appetite of the cryptocurrency market, becoming a key macro variable that influences market trends.
There are still Senate hurdles before the nomination is finalized, and the ultra-high growth target comes with tremendous policy pressure. This transition of power at the Fed is destined to affect the nerves of global capital.
Do you think a 15% economic growth is achievable? Will Waller's new policies bring benefits or volatility to the cryptocurrency market? Come to the comments section to share your thoughts!
$GHST
$ATM
$DF
#比特币挖矿难度下降
#美国零售数据逊预期
#U.S. Tech Fund Net Inflow
Trump appoints new Federal Reserve chairman! Walsh's hardcore network conceals market changes
Trump nominates Kevin Walsh to lead the Federal Reserve; this hawkish figure's comeback relies entirely on a golden network that spans politics and business! He is a protégé of Treasury Secretary Bessent, both mentored by legendary investor Druckenmiller, with policies highly aligned supporting AI deflation + interest rate cuts; his father-in-law is also Lauder, the heir to Estée Lauder—Trump's university classmate, who generously donated $5 million to become one of his core financial backers, providing strong political endorsement.
At the age of 55, Walsh holds a Harvard Law PhD, has experience at Morgan Stanley, and has served as a Federal Reserve governor, making him a key figure during the financial crisis. After being quiet in Silicon Valley for over a decade, he completed a hawkish turnaround using AI deflation theory, proposing "balance sheet reduction in exchange for interest rate cuts," which aligns with Trump's demand for rate cuts while stabilizing the market with a hawkish background, making it the optimal solution for the White House.
His nomination directly triggered market turbulence, with Bitcoin dropping over 20% in 24 hours, and precious metals experiencing an epic crash. The "balance sheet reduction + interest rate cut" combination puts the crypto market under liquidity tightening pressure. However, Walsh's path to rate cuts still faces uncertainties, as the FOMC voting mechanism limits his decision-making power, and the Senate confirmation process is further obstructed, making it difficult for the rate cut magnitude to meet White House expectations.
Now, the biggest question in the market is whether he is a steadfast hawk or a weather vane that shifts with the wind? Whether the AI deflation myth can be fulfilled is also the key to determining the success or failure of his policies.
Can Walsh's networking leverage the Federal Reserve's easing policies? How should the crypto market respond to the dual challenge of balance sheet reduction + interest rate cuts?
$NKN
$GHST
$ATM
#美国科技基金净流
#比特币挖矿难度下降
#币安比特币SAFU基金
#Bitcoin谷歌搜索量暴升
Trump nominates Kevin Walsh to lead the Federal Reserve; this hawkish figure's comeback relies entirely on a golden network that spans politics and business! He is a protégé of Treasury Secretary Bessent, both mentored by legendary investor Druckenmiller, with policies highly aligned supporting AI deflation + interest rate cuts; his father-in-law is also Lauder, the heir to Estée Lauder—Trump's university classmate, who generously donated $5 million to become one of his core financial backers, providing strong political endorsement.
At the age of 55, Walsh holds a Harvard Law PhD, has experience at Morgan Stanley, and has served as a Federal Reserve governor, making him a key figure during the financial crisis. After being quiet in Silicon Valley for over a decade, he completed a hawkish turnaround using AI deflation theory, proposing "balance sheet reduction in exchange for interest rate cuts," which aligns with Trump's demand for rate cuts while stabilizing the market with a hawkish background, making it the optimal solution for the White House.
His nomination directly triggered market turbulence, with Bitcoin dropping over 20% in 24 hours, and precious metals experiencing an epic crash. The "balance sheet reduction + interest rate cut" combination puts the crypto market under liquidity tightening pressure. However, Walsh's path to rate cuts still faces uncertainties, as the FOMC voting mechanism limits his decision-making power, and the Senate confirmation process is further obstructed, making it difficult for the rate cut magnitude to meet White House expectations.
Now, the biggest question in the market is whether he is a steadfast hawk or a weather vane that shifts with the wind? Whether the AI deflation myth can be fulfilled is also the key to determining the success or failure of his policies.
Can Walsh's networking leverage the Federal Reserve's easing policies? How should the crypto market respond to the dual challenge of balance sheet reduction + interest rate cuts?
$NKN
$GHST
$ATM
#美国科技基金净流
#比特币挖矿难度下降
#币安比特币SAFU基金
#Bitcoin谷歌搜索量暴升
Is a trillion-dollar asset at risk? Satoshi Nakamoto's dormant Bitcoin faces a deadly threat from quantum computing!
As quantum technology continues to break through, the Bitcoin community is facing an ultimate security alert: Satoshi Nakamoto's 1.1 million dormant BTC, worth nearly $100 billion, is facing a direct threat from quantum computing!
This legendary asset, which has never been used, still utilizes early outdated cryptographic keys, and its security core ECDSA algorithm would take traditional computers millions of years to crack, while mature quantum computers could break it in a short time. A Coinbase executive has issued a warning that approximately 32.7% of the Bitcoin supply (a total of 6.51 million BTC) is at risk of quantum attacks, and the threat has moved from theory to a real concern.
There are differing opinions in the industry: optimists believe the quantum threat is still early, and Bitcoin can completely resist related risks through protocol upgrades and the deployment of post-quantum cryptography, ensuring that its core value foundation remains unshaken.
On one side is the rapid evolution of quantum computing power, and on the other is the proactive defense of blockchain security, making Satoshi Nakamoto's trillion-dollar asset the focal point of this technological game.
Do you think quantum computing will truly threaten Bitcoin's security? Will Satoshi Nakamoto's dormant assets be passive? Come to the comments section to share your thoughts!
$NKN
$GHST
$BTC
#量子计算机
#Bitcoin谷歌搜索量暴升
#When will BTC rebound?
As quantum technology continues to break through, the Bitcoin community is facing an ultimate security alert: Satoshi Nakamoto's 1.1 million dormant BTC, worth nearly $100 billion, is facing a direct threat from quantum computing!
This legendary asset, which has never been used, still utilizes early outdated cryptographic keys, and its security core ECDSA algorithm would take traditional computers millions of years to crack, while mature quantum computers could break it in a short time. A Coinbase executive has issued a warning that approximately 32.7% of the Bitcoin supply (a total of 6.51 million BTC) is at risk of quantum attacks, and the threat has moved from theory to a real concern.
There are differing opinions in the industry: optimists believe the quantum threat is still early, and Bitcoin can completely resist related risks through protocol upgrades and the deployment of post-quantum cryptography, ensuring that its core value foundation remains unshaken.
On one side is the rapid evolution of quantum computing power, and on the other is the proactive defense of blockchain security, making Satoshi Nakamoto's trillion-dollar asset the focal point of this technological game.
Do you think quantum computing will truly threaten Bitcoin's security? Will Satoshi Nakamoto's dormant assets be passive? Come to the comments section to share your thoughts!
$NKN
$GHST
$BTC
#量子计算机
#Bitcoin谷歌搜索量暴升
#When will BTC rebound?
Key signals emerge after a sharp drop! American buyers begin to buy the dip in Bitcoin
Bitcoin has violently rebounded from a low of $60,000 to nearly $70,000, alleviating market concerns about liquidity exhaustion. Demand indicators in the U.S. are warming up, releasing important signals for bottom fishing.
As a barometer for institutional funding, the Coinbase Bitcoin premium index has significantly narrowed from a sell-off low of -0.22% to -0.05%. The rapid convergence of negative values indicates the end of forced liquidations, and American investors are starting to accumulate at low levels. This is the first clear signal of capital inflow since the fastest drop after FTX in 2022.
The current premium has not turned positive, indicating that funds are primarily focused on selective bottom fishing, rather than a full return of risk appetite. Kaiko data shows that total market trading volume remains below previous highs, and spot trading is cautious. In a low liquidity environment, exhaustion of selling pressure can easily trigger a rapid rebound, but a lack of sustained buying can also lead to secondary volatility risks.
In the short term, BTC has rebounded over 15%, but it is still down more than 10% this week, and the oscillating pattern remains unchanged. The re-entry of American funds is an important stabilization signal. Whether the premium can turn from negative to positive will be key to judging whether institutions continue to increase their positions.
Do you think this is the starting point of a rebound, or a trap for more buying?
$GHST
$ATM
$ZKP
#Bitcoin谷歌搜索量暴升
#比特币挖矿难度下降
#BTC何时反弹？
#币安比特币SAFU基金
Bitcoin has violently rebounded from a low of $60,000 to nearly $70,000, alleviating market concerns about liquidity exhaustion. Demand indicators in the U.S. are warming up, releasing important signals for bottom fishing.
As a barometer for institutional funding, the Coinbase Bitcoin premium index has significantly narrowed from a sell-off low of -0.22% to -0.05%. The rapid convergence of negative values indicates the end of forced liquidations, and American investors are starting to accumulate at low levels. This is the first clear signal of capital inflow since the fastest drop after FTX in 2022.
The current premium has not turned positive, indicating that funds are primarily focused on selective bottom fishing, rather than a full return of risk appetite. Kaiko data shows that total market trading volume remains below previous highs, and spot trading is cautious. In a low liquidity environment, exhaustion of selling pressure can easily trigger a rapid rebound, but a lack of sustained buying can also lead to secondary volatility risks.
In the short term, BTC has rebounded over 15%, but it is still down more than 10% this week, and the oscillating pattern remains unchanged. The re-entry of American funds is an important stabilization signal. Whether the premium can turn from negative to positive will be key to judging whether institutions continue to increase their positions.
Do you think this is the starting point of a rebound, or a trap for more buying?
$GHST
$ATM
$ZKP
#Bitcoin谷歌搜索量暴升
#比特币挖矿难度下降
#BTC何时反弹？
#币安比特币SAFU基金
[Replay] 🎙️ 唱聊🚀 Panic or Opportunity? | ETH Market Breakdown
05 h 59 m 59 s · 16.8k listens
Wall Street's heavy signal! JPMorgan's institutional model: Bitcoin outperforms gold, the asset throne is changing hands
Top institutions on Wall Street provide a non-emotional, purely quantitative hardcore conclusion: JPMorgan's strategy has officially shifted, with a long-term preference for Bitcoin over gold. This is the cold, hard answer calculated by institutional models, which will profoundly affect the allocation direction of trillions in global institutional funds.
As the volatility of Bitcoin continues to decline, it has shed its high-risk speculative label, becoming a value storage tool equivalent to gold on a risk-adjusted basis, and has officially been incorporated into institutional allocation frameworks. This is no longer a debate over the belief in cryptocurrency; rather, it is an inevitable migration of global wealth from assets with unlimited supply to assets with fixed supply.
Gold has a long history, but Bitcoin carries the inherent attributes of the digital age, making it more suited to today's digital-first economy. As financial rules are reshaped, the throne of traditional safe-haven assets is also shaken.
This is not a prediction; it is a restructuring of the asset landscape that is currently happening.
Do you think Bitcoin will truly replace gold as a safe-haven asset? With institutions making a significant shift, what are your thoughts on the future trends?
$BTC
$NKN
$ZKP
#币安比特币SAFU基金
#Bitcoin谷歌搜索量暴升
#BTCWhen will it rebound?
Top institutions on Wall Street provide a non-emotional, purely quantitative hardcore conclusion: JPMorgan's strategy has officially shifted, with a long-term preference for Bitcoin over gold. This is the cold, hard answer calculated by institutional models, which will profoundly affect the allocation direction of trillions in global institutional funds.
As the volatility of Bitcoin continues to decline, it has shed its high-risk speculative label, becoming a value storage tool equivalent to gold on a risk-adjusted basis, and has officially been incorporated into institutional allocation frameworks. This is no longer a debate over the belief in cryptocurrency; rather, it is an inevitable migration of global wealth from assets with unlimited supply to assets with fixed supply.
Gold has a long history, but Bitcoin carries the inherent attributes of the digital age, making it more suited to today's digital-first economy. As financial rules are reshaped, the throne of traditional safe-haven assets is also shaken.
This is not a prediction; it is a restructuring of the asset landscape that is currently happening.
Do you think Bitcoin will truly replace gold as a safe-haven asset? With institutions making a significant shift, what are your thoughts on the future trends?
$BTC
$NKN
$ZKP
#币安比特币SAFU基金
#Bitcoin谷歌搜索量暴升
#BTCWhen will it rebound?
Record Downward Revision! U.S. Non-Farm Payrolls Face Historic Correction, Federal Reserve Policy Turning Point Ignites Cryptocurrency Market
The delayed release of the U.S. January Non-Farm Payrolls is about to be impactful, as this report hides a shocking downward revision of 910,000 in annual employment data. Employment growth may directly stall, becoming a key watershed for the Federal Reserve's policy shift.
This Non-Farm report not only includes regular monthly data but also contains annual benchmark revisions, which will completely overturn the previous judgment of a 'moderate slowdown' in employment. The actual cooling in hiring far exceeds market expectations. The January layoff wave in the U.S. has set a record, and job vacancies have fallen to the lowest level since 2020, confirming the weakness in the labor market.
Internal divisions within the Federal Reserve have become public: Powell claims employment is stabilizing, while Governor Waller directly states that last year's employment saw nearly zero growth, which cannot be considered a healthy market. Economists expect only 69,000 new jobs in January, with the unemployment rate holding steady at 4.4%, and the weak pattern is hard to change.
For the cryptocurrency market, the substantial revision of Non-Farm Payrolls will directly rewrite interest rate cut expectations and U.S. dollar liquidity. A significant downward revision in employment data will reinforce easing expectations, benefiting risk assets like BTC and ETH; a greater-than-expected downward revision could trigger a global shift of funds from traditional assets to the crypto space.
This is the most critical macro signal at the start of 2026, which will directly set the tone for the mid-term market in the cryptocurrency sector.
Do you think this Non-Farm Payrolls report will force the Federal Reserve to accelerate interest rate cuts? Is it a great opportunity for a surge in the cryptocurrency market or a warning of volatility? Share your thoughts in the comments!
$ETH
$GPS
$ZKP
#全球科技股抛售冲击风险资产
#美国伊朗对峙
#比特币挖矿难度下降
#Waller's Federal Reserve Policy Outlook
The delayed release of the U.S. January Non-Farm Payrolls is about to be impactful, as this report hides a shocking downward revision of 910,000 in annual employment data. Employment growth may directly stall, becoming a key watershed for the Federal Reserve's policy shift.
This Non-Farm report not only includes regular monthly data but also contains annual benchmark revisions, which will completely overturn the previous judgment of a 'moderate slowdown' in employment. The actual cooling in hiring far exceeds market expectations. The January layoff wave in the U.S. has set a record, and job vacancies have fallen to the lowest level since 2020, confirming the weakness in the labor market.
Internal divisions within the Federal Reserve have become public: Powell claims employment is stabilizing, while Governor Waller directly states that last year's employment saw nearly zero growth, which cannot be considered a healthy market. Economists expect only 69,000 new jobs in January, with the unemployment rate holding steady at 4.4%, and the weak pattern is hard to change.
For the cryptocurrency market, the substantial revision of Non-Farm Payrolls will directly rewrite interest rate cut expectations and U.S. dollar liquidity. A significant downward revision in employment data will reinforce easing expectations, benefiting risk assets like BTC and ETH; a greater-than-expected downward revision could trigger a global shift of funds from traditional assets to the crypto space.
This is the most critical macro signal at the start of 2026, which will directly set the tone for the mid-term market in the cryptocurrency sector.
Do you think this Non-Farm Payrolls report will force the Federal Reserve to accelerate interest rate cuts? Is it a great opportunity for a surge in the cryptocurrency market or a warning of volatility? Share your thoughts in the comments!
$ETH
$GPS
$ZKP
#全球科技股抛售冲击风险资产
#美国伊朗对峙
#比特币挖矿难度下降
#Waller's Federal Reserve Policy Outlook
$NKN
Wosh supports! After 75 years, the Federal Reserve and the Treasury have signed an agreement again, as $30 trillion in U.S. debt welcomes reconstruction.
Trump nominated Wosh to serve as the next chairman of the Federal Reserve, a proposal that could rewrite the financial landscape of 75 years, igniting Wall Street—replicating the historic agreement of 1951, reshaping the relationship between the Federal Reserve and the Treasury, directly stirring the $30 trillion U.S. debt market.
Wosh explicitly advocates that the new agreement will clearly define the scale of the Federal Reserve's balance sheet and be highly coordinated with the Treasury's bond issuance plan, in order to correct the blurred institutional boundaries caused by excessive QE during the financial crisis and the pandemic. U.S. Treasury Secretary Yellen similarly opposes long-term quantitative easing, only supporting coordinated actions in emergencies, with both holding a highly consistent stance.
The market has already priced in the huge changes: the Federal Reserve's holdings are likely to shift from medium- and long-term government bonds to short-term Treasury bills. Deutsche Bank predicts that over the next 5-7 years, the proportion of Treasury bills in the Federal Reserve's holdings may surge from less than 5% to 55%, and MBS may also be swapped with the Treasury, completely reconstructing the supply-demand structure of U.S. debt.
But huge risks and controversies run parallel: this move is seen as a de facto yield curve control, with deep binding of monetary and fiscal policy, which may severely erode the independence of the Federal Reserve, raise inflation expectations, and shake the global safe-haven status of the U.S. dollar and U.S. debt. Faced with approximately $1 trillion in annual debt interest costs, is strengthening coordination a good way to control costs, or a risky game of overdrawn national credit?
After 75 years, establishing new rules for monetary and fiscal policy: is it a return to policy discipline, or does it plant the seeds for market turmoil? What do you think of this wave of reconstruction of global liquidity's underlying logic?
$GPS
$ETH
#沃什美联储政策前瞻
#比特币挖矿难度下降
#易理华割肉清仓
#BTC When will it rebound?
Wosh supports! After 75 years, the Federal Reserve and the Treasury have signed an agreement again, as $30 trillion in U.S. debt welcomes reconstruction.
Trump nominated Wosh to serve as the next chairman of the Federal Reserve, a proposal that could rewrite the financial landscape of 75 years, igniting Wall Street—replicating the historic agreement of 1951, reshaping the relationship between the Federal Reserve and the Treasury, directly stirring the $30 trillion U.S. debt market.
Wosh explicitly advocates that the new agreement will clearly define the scale of the Federal Reserve's balance sheet and be highly coordinated with the Treasury's bond issuance plan, in order to correct the blurred institutional boundaries caused by excessive QE during the financial crisis and the pandemic. U.S. Treasury Secretary Yellen similarly opposes long-term quantitative easing, only supporting coordinated actions in emergencies, with both holding a highly consistent stance.
The market has already priced in the huge changes: the Federal Reserve's holdings are likely to shift from medium- and long-term government bonds to short-term Treasury bills. Deutsche Bank predicts that over the next 5-7 years, the proportion of Treasury bills in the Federal Reserve's holdings may surge from less than 5% to 55%, and MBS may also be swapped with the Treasury, completely reconstructing the supply-demand structure of U.S. debt.
But huge risks and controversies run parallel: this move is seen as a de facto yield curve control, with deep binding of monetary and fiscal policy, which may severely erode the independence of the Federal Reserve, raise inflation expectations, and shake the global safe-haven status of the U.S. dollar and U.S. debt. Faced with approximately $1 trillion in annual debt interest costs, is strengthening coordination a good way to control costs, or a risky game of overdrawn national credit?
After 75 years, establishing new rules for monetary and fiscal policy: is it a return to policy discipline, or does it plant the seeds for market turmoil? What do you think of this wave of reconstruction of global liquidity's underlying logic?
$GPS
$ETH
#沃什美联储政策前瞻
#比特币挖矿难度下降
#易理华割肉清仓
#BTC When will it rebound?
The new head of the Federal Reserve sets the tone for the dilemma! Waller's ideal of rules struggles against the reality of political gamesmanship
The leadership change at the Federal Reserve welcomes a critical game! Waller, nominated by Trump, becomes the focus. This monetarist, who studied under Friedman and delved into the Taylor Rule, shouts for 'less central bank intervention and rule-based policies' while supporting interest rate cuts even when inflation has not reached the 2% target. The collision between his ideal of rules and the reality of politics directly affects global dollar liquidity and becomes an important variable in the cryptocurrency market.
Waller adheres to the principles of the Taylor Rule, advocating for rule-based constraints on interest rate decisions and reducing the Federal Reserve's market participation. He even suggested halving the current balance sheet of over $6 trillion to $3 trillion. However, he also admits that policy rules are merely 'idealized goals,' and the difficulty of balance sheet reduction is immense. His pragmatic approach of 'rules + discretion' has become a consensus — even if the Taylor Rule estimates suggest the current interest rate is within a reasonable range, he still caters to Trump's calls for interest rate cuts citing productivity growth as the reason.
Now, Waller faces multiple challenges: the massive federal deficit, Trump's demand for low interest rates, and internal disagreements regarding the balance sheet at the Federal Reserve. Restoring the independence of the Federal Reserve and stabilizing global investor confidence become crucial for breaking the impasse. His nomination had previously triggered a sell-off in the cryptocurrency market under hawkish expectations, and his decisions on interest rates and balance sheet reduction will directly influence the strength of the dollar and the flow of global risk assets.
Will Waller's policy balance lean towards rules or reality? Will his reforms at the Federal Reserve bring liquidity benefits to the cryptocurrency market or a new wave of turbulence?
$GPS
$ZKP
$NKN
#Bitcoin谷歌搜索量暴升
#黄金白银反弹
#Bitcoin mining difficulty decreases
The leadership change at the Federal Reserve welcomes a critical game! Waller, nominated by Trump, becomes the focus. This monetarist, who studied under Friedman and delved into the Taylor Rule, shouts for 'less central bank intervention and rule-based policies' while supporting interest rate cuts even when inflation has not reached the 2% target. The collision between his ideal of rules and the reality of politics directly affects global dollar liquidity and becomes an important variable in the cryptocurrency market.
Waller adheres to the principles of the Taylor Rule, advocating for rule-based constraints on interest rate decisions and reducing the Federal Reserve's market participation. He even suggested halving the current balance sheet of over $6 trillion to $3 trillion. However, he also admits that policy rules are merely 'idealized goals,' and the difficulty of balance sheet reduction is immense. His pragmatic approach of 'rules + discretion' has become a consensus — even if the Taylor Rule estimates suggest the current interest rate is within a reasonable range, he still caters to Trump's calls for interest rate cuts citing productivity growth as the reason.
Now, Waller faces multiple challenges: the massive federal deficit, Trump's demand for low interest rates, and internal disagreements regarding the balance sheet at the Federal Reserve. Restoring the independence of the Federal Reserve and stabilizing global investor confidence become crucial for breaking the impasse. His nomination had previously triggered a sell-off in the cryptocurrency market under hawkish expectations, and his decisions on interest rates and balance sheet reduction will directly influence the strength of the dollar and the flow of global risk assets.
Will Waller's policy balance lean towards rules or reality? Will his reforms at the Federal Reserve bring liquidity benefits to the cryptocurrency market or a new wave of turbulence?
$GPS
$ZKP
$NKN
#Bitcoin谷歌搜索量暴升
#黄金白银反弹
#Bitcoin mining difficulty decreases
$GPS
The US dollar interest rate hike is a global burden! Why are countries tightening their belts collectively?
The US dollar is the currency of the United States, but it is a global financial shackle! The Federal Reserve's interest rate hike drives the dollar to strengthen, and under the appearance of declining prices of bulk commodities, most countries around the world are in distress. The crypto market is also experiencing liquidity tightening and asset selling pressure due to the return of funds to the dollar. This global wealth harvesting led by the dollar hides the most straightforward logic of financial games.
The core driving force behind the Federal Reserve's interest rate hike is the dollar magnet effect: high interest rates make dollar deposits a hot commodity for global capital, prompting countries to sell their own currencies to buy dollars, directly pushing up the dollar exchange rate. This is also an important reason for the outflow of funds and price fluctuations in the crypto market. While global bulk commodities are priced in dollars, it seems that the dollar's appreciation causes price drops, but in reality, it is just an exclusive benefit for dollar holders. Gold is being sold off massively due to lack of interest income, and crypto assets are facing corrections as funds shift towards lower-risk dollar assets.
Non-US countries face a dual blow from exchange rates and inflation: the depreciation of their currencies often far exceeds the price drop of commodities. It may seem that oil and gold prices are falling, but in reality, import costs are skyrocketing, directly triggering imported inflation. Countries are also caught in a dilemma: following interest rate hikes to protect exchange rates comes at the cost of difficult corporate financing and economic contraction; maintaining low interest rates to protect the economy could lead to a crisis of currency collapse and soaring prices. Emerging markets with high external debts are particularly on the brink of a debt explosion.
China, as the world’s factory, finds the strong dollar to be a double-edged sword: moderate depreciation of the yuan benefits exports but also increases the cost of importing energy and raw materials. However, the self-sufficiency advantage of the entire industrial chain combined with cross-border settlements in yuan becomes a key moat to break free from the dollar trap and provides an opportunity for the internationalization of the digital yuan.
The essence of dollar hegemony has always been to manipulate the flow of global wealth through changes in interest rates and exchange rates. Whether in traditional markets or the crypto market, it is difficult to escape the suppression of dollar liquidity in the short term.
How long do you think this round of the dollar's strong cycle will last? How should the crypto market resist the impact of dollar liquidity?
$AXS
$ETH
#何时抄底？
#币安比特币SAFU基金
#比特币挖矿难度下降
The US dollar interest rate hike is a global burden! Why are countries tightening their belts collectively?
The US dollar is the currency of the United States, but it is a global financial shackle! The Federal Reserve's interest rate hike drives the dollar to strengthen, and under the appearance of declining prices of bulk commodities, most countries around the world are in distress. The crypto market is also experiencing liquidity tightening and asset selling pressure due to the return of funds to the dollar. This global wealth harvesting led by the dollar hides the most straightforward logic of financial games.
The core driving force behind the Federal Reserve's interest rate hike is the dollar magnet effect: high interest rates make dollar deposits a hot commodity for global capital, prompting countries to sell their own currencies to buy dollars, directly pushing up the dollar exchange rate. This is also an important reason for the outflow of funds and price fluctuations in the crypto market. While global bulk commodities are priced in dollars, it seems that the dollar's appreciation causes price drops, but in reality, it is just an exclusive benefit for dollar holders. Gold is being sold off massively due to lack of interest income, and crypto assets are facing corrections as funds shift towards lower-risk dollar assets.
Non-US countries face a dual blow from exchange rates and inflation: the depreciation of their currencies often far exceeds the price drop of commodities. It may seem that oil and gold prices are falling, but in reality, import costs are skyrocketing, directly triggering imported inflation. Countries are also caught in a dilemma: following interest rate hikes to protect exchange rates comes at the cost of difficult corporate financing and economic contraction; maintaining low interest rates to protect the economy could lead to a crisis of currency collapse and soaring prices. Emerging markets with high external debts are particularly on the brink of a debt explosion.
China, as the world’s factory, finds the strong dollar to be a double-edged sword: moderate depreciation of the yuan benefits exports but also increases the cost of importing energy and raw materials. However, the self-sufficiency advantage of the entire industrial chain combined with cross-border settlements in yuan becomes a key moat to break free from the dollar trap and provides an opportunity for the internationalization of the digital yuan.
The essence of dollar hegemony has always been to manipulate the flow of global wealth through changes in interest rates and exchange rates. Whether in traditional markets or the crypto market, it is difficult to escape the suppression of dollar liquidity in the short term.
How long do you think this round of the dollar's strong cycle will last? How should the crypto market resist the impact of dollar liquidity?
$AXS
$ETH
#何时抄底？
#币安比特币SAFU基金
#比特币挖矿难度下降
$GPS
Big melon! Bitcoin has hit the 60,000 dollar mark, and rumors are circulating that the White House is buying the dip. How much mystery is hidden behind this rebound?
Did a mysterious buyer appear at the 60,000 dollar mark for Bitcoin? The insider information about the White House buying the dip has set the crypto world ablaze! Last week, Bitcoin experienced an epic sell-off, plummeting 22% from $77,370 to $60,074, fueled by panic from the sell-off of tech stocks and the withdrawal of funds from precious metals, compounded by the Treasury Secretary's statement that there would be no rescue for Bitcoin, which sent market sentiment to freezing point. The Democratic Party further pointed fingers at Trump's failed crypto strategy.
Just as the market fell into despair, the well-known American financial host Jim Cramer revealed a bombshell: the White House decisively increased its holdings while Bitcoin was at the low of 60,000 dollars, and Trump even set a strategy to 'fill the Bitcoin reserves when it drops to 60,000 dollars'! Although the leak has no solid evidence yet, it has gone viral on the X platform, with major crypto platforms like Kalshi sharing it, and insiders are calling it 'crazy'.
This news has become a tonic for the market, causing Bitcoin to rebound above 70,000 dollars, with American investors returning to the market. Analysts interpret this rebound as a short-covering after being oversold, with the fear and greed index falling to a very low level of 5, while the warming of Asian stock markets has also repaired market panic. The previous sharp drop in Bitcoin was directly related to the leverage reduction caused by the stock market crash. However, some still believe that Bitcoin has entered a bear market, and this round of rebound is just a temporary technical correction.
Do you think the White House really acted to buy the dip on Bitcoin? Is the rebound of Bitcoin to 70,000 dollars a fleeting moment in a bear market or the starting point of a new round of market conditions?
$AXS
$NKN
#比特币挖矿难度下降
#币安比特币SAFU基金
#何时抄底？
#BTC何时反弹？
Big melon! Bitcoin has hit the 60,000 dollar mark, and rumors are circulating that the White House is buying the dip. How much mystery is hidden behind this rebound?
Did a mysterious buyer appear at the 60,000 dollar mark for Bitcoin? The insider information about the White House buying the dip has set the crypto world ablaze! Last week, Bitcoin experienced an epic sell-off, plummeting 22% from $77,370 to $60,074, fueled by panic from the sell-off of tech stocks and the withdrawal of funds from precious metals, compounded by the Treasury Secretary's statement that there would be no rescue for Bitcoin, which sent market sentiment to freezing point. The Democratic Party further pointed fingers at Trump's failed crypto strategy.
Just as the market fell into despair, the well-known American financial host Jim Cramer revealed a bombshell: the White House decisively increased its holdings while Bitcoin was at the low of 60,000 dollars, and Trump even set a strategy to 'fill the Bitcoin reserves when it drops to 60,000 dollars'! Although the leak has no solid evidence yet, it has gone viral on the X platform, with major crypto platforms like Kalshi sharing it, and insiders are calling it 'crazy'.
This news has become a tonic for the market, causing Bitcoin to rebound above 70,000 dollars, with American investors returning to the market. Analysts interpret this rebound as a short-covering after being oversold, with the fear and greed index falling to a very low level of 5, while the warming of Asian stock markets has also repaired market panic. The previous sharp drop in Bitcoin was directly related to the leverage reduction caused by the stock market crash. However, some still believe that Bitcoin has entered a bear market, and this round of rebound is just a temporary technical correction.
Do you think the White House really acted to buy the dip on Bitcoin? Is the rebound of Bitcoin to 70,000 dollars a fleeting moment in a bear market or the starting point of a new round of market conditions?
$AXS
$NKN
#比特币挖矿难度下降
#币安比特币SAFU基金
#何时抄底？
#BTC何时反弹？
[Replay] 🎙️ 2026年以太eth看8500 meme行情爆发
05 h 59 m 59 s · 31.1k listens
$BTC
Bitcoin's daily plunge of 12% nearly halved this year! Liquidation and panic selling triggered, non-farm payrolls become the next key
Bitcoin's daily collapse of 12% brings its year-to-date decline close to 50%. The forced liquidation of leveraged accounts across the network triggered a chain reaction, leading to an epic market crash in the crypto space! On the same day, U.S. economic data added to the gloom, with initial jobless claims last week exceeding expectations and previous values at 231,000. The January non-farm payroll report has been delayed until the 11th due to the government shutdown, and the uncertainty during this data vacuum has fully fermented market pessimism. Traditional markets like U.S. stocks and crude oil have also been dragged down, with panic spreading across markets.
Trump's nomination of Waller as Federal Reserve Chairman became a market catalyst, with his balance sheet reduction stance interpreted as hawkish and bearish, directly causing both precious metals and Bitcoin to plummet simultaneously. However, analysts insist that the market has a serious misunderstanding of Waller; this round of decline is fundamentally due to excessive speculation in the crypto market followed by leveraged liquidation, with the negative feedback from forced liquidation being the core driving force. Currently, U.S. dollar liquidity is under pressure, and the Federal Reserve is still lightly expanding its balance sheet to avoid a liquidity crisis, while reducing the balance sheet contradicts the goal of lowering long-term interest rates, and the U.S.'s high debt also provides no foundation for the balance sheet reduction plan.
In fact, Waller's stance has long since turned dovish, publicly supporting interest rate cuts in the second half of 2025, and suggesting coordination between the Fed and the Treasury for bond issuance, while Trump’s core demand for the nomination is rapid interest rate cuts. The market generally expects the Fed to cut rates for the first time in June this year, with two 25 basis point cuts expected throughout the year.
In the short term, global market fluctuations are unlikely to cease, and the January non-farm payroll data to be released next Wednesday will be a key indicator. If the data falls short of expectations, the crypto market may face a new round of turmoil. Do you think this round of decline is driven by hawkish expectations or by leveraged liquidation? Will next week's non-farm payrolls signal the market's bottom? Share your thoughts in the comments!
$GPS
$NKN
#币安比特币SAFU基金
#Bitcoin谷歌搜索量暴升
#何时抄底？
#BTC何时反弹？
Bitcoin's daily plunge of 12% nearly halved this year! Liquidation and panic selling triggered, non-farm payrolls become the next key
Bitcoin's daily collapse of 12% brings its year-to-date decline close to 50%. The forced liquidation of leveraged accounts across the network triggered a chain reaction, leading to an epic market crash in the crypto space! On the same day, U.S. economic data added to the gloom, with initial jobless claims last week exceeding expectations and previous values at 231,000. The January non-farm payroll report has been delayed until the 11th due to the government shutdown, and the uncertainty during this data vacuum has fully fermented market pessimism. Traditional markets like U.S. stocks and crude oil have also been dragged down, with panic spreading across markets.
Trump's nomination of Waller as Federal Reserve Chairman became a market catalyst, with his balance sheet reduction stance interpreted as hawkish and bearish, directly causing both precious metals and Bitcoin to plummet simultaneously. However, analysts insist that the market has a serious misunderstanding of Waller; this round of decline is fundamentally due to excessive speculation in the crypto market followed by leveraged liquidation, with the negative feedback from forced liquidation being the core driving force. Currently, U.S. dollar liquidity is under pressure, and the Federal Reserve is still lightly expanding its balance sheet to avoid a liquidity crisis, while reducing the balance sheet contradicts the goal of lowering long-term interest rates, and the U.S.'s high debt also provides no foundation for the balance sheet reduction plan.
In fact, Waller's stance has long since turned dovish, publicly supporting interest rate cuts in the second half of 2025, and suggesting coordination between the Fed and the Treasury for bond issuance, while Trump’s core demand for the nomination is rapid interest rate cuts. The market generally expects the Fed to cut rates for the first time in June this year, with two 25 basis point cuts expected throughout the year.
In the short term, global market fluctuations are unlikely to cease, and the January non-farm payroll data to be released next Wednesday will be a key indicator. If the data falls short of expectations, the crypto market may face a new round of turmoil. Do you think this round of decline is driven by hawkish expectations or by leveraged liquidation? Will next week's non-farm payrolls signal the market's bottom? Share your thoughts in the comments!
$GPS
$NKN
#币安比特币SAFU基金
#Bitcoin谷歌搜索量暴升
#何时抄底？
#BTC何时反弹？
After 75 years, the Federal Reserve teams up with the Treasury Secretary! Waller's new policy shakes the $30 trillion U.S. Treasury market, while the crypto market faces a life-and-death situation.
After 75 years, is the Federal Reserve going to rewrite financial rules? Waller, nominated by Trump as the Fed Chairman, is pushing for a new version of the 1951 agreement with the Treasury Department, which directly targets the $30 trillion U.S. Treasury market, changing the global liquidity landscape, and the crypto market is facing another major shock!
On February 9, Bloomberg reported that Waller advocates for a deep binding of the Fed's balance sheet size to the Treasury's bond issuance plan. Treasury Secretary Yellen also stands on the same side, opposing long-term quantitative easing and demanding that QE only be implemented after government coordination in emergency situations. This idea mimics the classic agreement that established central bank independence in 1951 but has been criticized for weakening the Fed's autonomy, raising concerns that the Treasury will gain a “soft veto” on quantitative tightening.
The market generally expects that the agreement may drive a major adjustment in the Fed's asset structure, shifting from medium to long-term bonds to short-term Treasury bills within 12 months. Deutsche Bank even predicts that in the next 5-7 years, the Fed's holding of Treasury bills will surge from 5% to 55%, and the U.S. Treasury has also begun to adjust its bond issuance plan. Currently, the U.S. government's annual debt interest reaches $1 trillion, and while this move aims to lower borrowing costs, it has been warned that it may become a tool for controlling the yield curve, directly tying monetary operations to the fiscal deficit, raising inflation expectations, and weakening the safe-haven attributes of the dollar and U.S. Treasuries.
Waller's hawkish policies have previously led to a decline in Bitcoin of over 10%. This huge tremor in the U.S. Treasury market will further affect global liquidity, and the pricing logic of crypto assets may be reshaped. Although some experts believe that the probability of a formal agreement being reached is low, Waller will still insist on central bank independence. However, this deep game between the Fed and the Treasury has already made the volatility of the $30 trillion U.S. Treasury market reach its peak.
Is the binding of the Fed and the Treasury the antidote to save U.S. Treasuries or a poison for global finance? Will the loss of central bank independence trigger a collapse of the dollar's credit? Can Bitcoin and other crypto assets take the opportunity to establish a new safe-haven track?
$NKN
$GPS
$AXS
#比特币挖矿难度下降
#黄金白银反弹
#何时抄底？
#When will BTC rebound?
After 75 years, is the Federal Reserve going to rewrite financial rules? Waller, nominated by Trump as the Fed Chairman, is pushing for a new version of the 1951 agreement with the Treasury Department, which directly targets the $30 trillion U.S. Treasury market, changing the global liquidity landscape, and the crypto market is facing another major shock!
On February 9, Bloomberg reported that Waller advocates for a deep binding of the Fed's balance sheet size to the Treasury's bond issuance plan. Treasury Secretary Yellen also stands on the same side, opposing long-term quantitative easing and demanding that QE only be implemented after government coordination in emergency situations. This idea mimics the classic agreement that established central bank independence in 1951 but has been criticized for weakening the Fed's autonomy, raising concerns that the Treasury will gain a “soft veto” on quantitative tightening.
The market generally expects that the agreement may drive a major adjustment in the Fed's asset structure, shifting from medium to long-term bonds to short-term Treasury bills within 12 months. Deutsche Bank even predicts that in the next 5-7 years, the Fed's holding of Treasury bills will surge from 5% to 55%, and the U.S. Treasury has also begun to adjust its bond issuance plan. Currently, the U.S. government's annual debt interest reaches $1 trillion, and while this move aims to lower borrowing costs, it has been warned that it may become a tool for controlling the yield curve, directly tying monetary operations to the fiscal deficit, raising inflation expectations, and weakening the safe-haven attributes of the dollar and U.S. Treasuries.
Waller's hawkish policies have previously led to a decline in Bitcoin of over 10%. This huge tremor in the U.S. Treasury market will further affect global liquidity, and the pricing logic of crypto assets may be reshaped. Although some experts believe that the probability of a formal agreement being reached is low, Waller will still insist on central bank independence. However, this deep game between the Fed and the Treasury has already made the volatility of the $30 trillion U.S. Treasury market reach its peak.
Is the binding of the Fed and the Treasury the antidote to save U.S. Treasuries or a poison for global finance? Will the loss of central bank independence trigger a collapse of the dollar's credit? Can Bitcoin and other crypto assets take the opportunity to establish a new safe-haven track?
$NKN
$GPS
$AXS
#比特币挖矿难度下降
#黄金白银反弹
#何时抄底？
#When will BTC rebound?
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