Mr.Izumiya-weiboSameN

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AI U.S. stocks, powered by a productivity revolution on the scale of a landmark in human technological history, have the strongest performance support, and have become a safe haven for global capital in the era of limited incremental capital. Now the market consensus is straightforward and realistic: “you don’t scatter the hawk’s paw until you’ve seen the rabbit.” Before macro liquidity fully turns (for example, a major rate cut or the restart of QE), it’s hard for the crypto market to see an across-the-board bull market; it will most likely remain mostly localized, structural opportunities an
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In past bear markets, everyone lost money together. If you didn't get on board, you dodged a bullet—it didn't hurt. But now? The money hasn't disappeared; it's just flowed elsewhere.
Gold is rising, U.S. stocks are rising, Korean chip stocks are rising—global capital is avoiding cryptocurrency entirely.
You say it's a safe haven, but it hasn't risen like gold. You say it's high growth, but it can't keep up with tech stocks. At the first sign of market turbulence, it's the first to fall along with risk assets.
In the past, group chats were about "which coin will 10x." Now they're about "NVIDIA'
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Recently, both China and the U.S. are ramping up regulation:
The U.S. is cracking down on overseas accounts, China is tightening cross-border brokerages, both are welding shut their own front doors, preventing people and money inside from casually crossing borders. The compliant channels for normal overseas asset allocation are narrowing, and friction is increasing.
But the demand for funds to go abroad for hedging has not disappeared. When the front door is blocked, things like $BTC and $USDT , which can naturally cross borders and are difficult for anyone to easily block, become that invisi
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$6.2 billion $BTC options expire at the end of the month. Currently, the coin price is $77,250, which is higher than the maximum pain point of $75,000. The maximum pain point is where options sellers most want the price to stay, so that the buyers' premiums become zero, giving institutions motivation to push the price down and target $75,000.
However, nearly $400 million in put options around $75,000 act as a strong defense line, making it difficult to break through easily. Above, the $80,000 level has the densest call options worth $532 million, and as the price approaches, institutions wi
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Do you think the US-Iran negotiations will succeed?
I think everyone shouldn't be fooled by the ceasefire.
The shipping volume through the Strait of Hormuz has only recovered to about 5% of pre-war levels, and giants like COSCO Shipping have not yet resumed routes.
This ceasefire is more like a halftime break because the core demands of both sides have fundamental contradictions.
The US demands Iran completely denuclearize and unconditionally open the strait, while Iran has set up toll stations on the previously free and open Strait of Hormuz, and demands Bitcoin payments, trying to by
BTC-0.90%
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In the cracks of this era, clarity is more important than diligence.
The US-Iran war has entered its 29th day, and Iran has blocked the Strait of Hormuz. You need to understand, this isn't just about a few deaths; energy costs are the most destructive factor. This means the Federal Reserve's planned rate cuts in 2026 could become illusory, or they might be forced to continue raising interest rates to suppress inflation. If interest rates don't fall but instead rise, the stock market and high-leverage assets will be revalued downward. If you're fully invested in the market, you're just a harv
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$BTC Key Points
1. Bitcoin rallied for eight consecutive days recently and is now oscillating between 🤣 68700 and 74000. There's heavy selling pressure between 74000 and 76000, with both previously trapped investors looking to break even and profit-takers wanting to exit. Additionally, MicroStrategy has been buying significant amounts of Bitcoin near 70194, providing price support to the market.
2. The Fed just concluded its meeting this week, and Powell didn't deliver particularly hawkish rhetoric. The market believes there's a high probability of one to two rate cuts in the second half of
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Buffett's wealth curve is not most impressive at the endpoint of 1228 billion, but rather in the fact that he has never hit zero at any point. Many people in the crypto world pursue overnight doubling, but Buffett's goal is to never die. Survival itself is a form of extremely high compound interest.
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Everyone says #AI is the Fourth Industrial Revolution, but China and the US face different challenges with AI.
In the US, AI struggles with poor electrical infrastructure. Over the past year, the massive power consumption of Silicon Valley tech giants building computing centers has caused electricity prices for residents to soar. As a result, the US had to ask these tech giants to solve their own power issues and not compete with ordinary people for electricity.
In China, AI faces difficulties because domestically produced chips haven't kept up with the global AI industry wave, and product
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Do you know the meaning of different callback depths?
1-25%: Minor correction
This is a short-term profit-taking retracement, indicating that the bulls are very strong and the price is refusing to decline deeply. When this occurs, it suggests that the main upward wave is likely to continue, so you can hold on as long as the price doesn't break below, meaning the main upward trend is still ongoing.
25-40%: Normal technical correction
This is a healthy upward movement. After this retracement finds support, the price is likely to continue the original trend or even reach new highs. It can be seen
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The current market trend depends on the showdown between the US dollar and gold.
The intensifying risk aversion continues to devalue the US dollar's purchasing power, causing gold prices to break through multiple levels. How high gold can go in the future depends on how much the US dollar index can fall!
Bitcoin has not appreciated due to the devaluation of the dollar; the label of digital gold still has a long way to go. Speculative sentiment remains the main driving factor for prices. The future upward momentum will still rely on liquidity spillover from gold corrections and the sentimen
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Trump is conducting a "criminal investigation" through the Department of Justice against Powell for overspending on office building renovations. Old Trump needs a big rate cut for the midterm elections, while Powell is worried about inflation rebounding and doesn't want to be the one nailed to the shameful pillar of history as the person who "personally destroyed the dollar's credibility."
Old Trump violently seizes control of the independent global central bank, causing the dollar index to plummet instantly. To win back the midterm elections, he is willing to destroy the core independence of
BTC-0.90%
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The old man really knows how to play; no one supports him in the Qingyunzhi. He has set up his own system 😆.
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Understand Venezuela, Comprehend Bitcoin
The Americans now hate gold the most. If gold were just a safe haven, it wouldn’t be rising so decisively. Currently, countries around the world are actively buying gold to short the dollar, which is the most direct way to price in the dollar’s decline.
After the collapse of the Bretton Woods system, gold became the biggest rival to the dollar. Because the dollar has been replacing gold’s circulation properties, the dollar and gold have always been inversely related. When industrial resources like silver, copper, and lithium also start rising following
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NVIDIA has fallen quite quickly; the point I pointed out on the blackboard yesterday is slowly becoming a reality. No matter how dazzling the technological narrative is, it has to face the test of gravity. This is not called a big dump; this is called a return to rationality😶.
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[ $BTC Macroeconomic Forecast]
The recent wave of deleveraging has indeed hurt many people's feelings, and the market sentiment has not fully recovered yet. However, I believe that the macro-level logic hasn't changed; the foundation for a bull market is still there.
In the United States, blockchain in finance has become an unstoppable trend, with policies and infrastructure rapidly following suit. Japan is starting to shift towards fiscal stimulus, and the Federal Reserve's interest rate cuts are also relentless, with the weakening dollar inadvertently fueling Bitcoin. As for the
BTC-0.90%
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The original value of the altcoin is 0.
You should have told me earlier!
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This time it is a systemic crash, market makers lack sufficient funds to support the liquidity of all coins, concentrating funds on major coins, while the liquidity of many small alts has disappeared, directly dropping to zero in a short time. In this kind of market, even if stop loss is set, it may not be executed. To put it bluntly, market makers are just dogs, and this has been premeditated!
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