2026-01-11 23:10:11

#密码资产动态追踪 $FXS, $ETH, $HYPER, there are some intriguing insights behind these three assets.

Global policy landscapes are quietly shifting. Players in the bond market have already bet on the Fed's rate cut cycle in 2026. Short-term government bonds are becoming more attractive, and yield spreads may continue to widen. Meanwhile, India has suddenly tightened crypto asset verification rules—requiring real-time authentication for selfies, location, and bank accounts—bringing a 30% tax pressure, which means the space for anonymous cross-border transactions is being squeezed.

Looking at the West, the chessboard of energy and politics is also being rearranged. Trump is engaging in in-depth discussions with oil companies about Venezuela's energy prospects, hinting at a recalibration of U.S. control over the region. From expectations of dollar liquidity, tightening digital asset regulations, to shifts in energy geopolitics, these policy signals are simultaneously reshaping trading opportunities.

Within a 12-month window, which trend do you think has the most potential? Regulatory arbitrage, interest rate trading, or energy-related crypto projects? Share your thoughts in the comments.

ETH1,16%

HYPER-13%

View Original

This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.

16 Likes

Reward
16
6
Repost
Share

Comment

0/400

fren_with_benefits

· 2h ago

India's Nabo directly requires selfie verification, which is truly outrageous. This might really leave no room for anonymous transactions. I'm optimistic about the energy sector. Venezuela's situation is very complicated, but it definitely presents an arbitrage opportunity. Are FXS and HYPER a bit overhyped? I'm a bit hesitant to jump in.

View OriginalReply0

StealthDeployer

· 2h ago

India's Napo is really tough, with a 30% tax rate directly crushing anonymous transactions. How can cross-border arbitrage work now... It seems like a global diversified strategy is necessary.

View OriginalReply0

ZKProofEnthusiast

· 2h ago

India's sudden move caught us off guard. A 30% tax rate directly imposed, anonymity completely gone. Isn't this forcing people to go overseas... There is indeed potential in the energy sector, but it depends on how the US wants to play the Venezuela chess game. In the short term, there are still many regulatory arbitrage opportunities, and funds will definitely flow into regulatory safe havens.

View OriginalReply0

GasGasGasBro

· 2h ago

That 30% tax rate in India directly discouraged me; it feels like the good days of anonymous trading are coming to an end. The energy sector definitely has potential, but it's hard to say how long Trump's approach can last.

View OriginalReply0

SilentAlpha

· 2h ago

India's Napo directly presses anonymity into the ground, a 30% tax rate is really outrageous... It seems more and more countries will follow suit later on. The energy sector is now too sensitive, Trump's strategies are hard to predict. I'm still optimistic about regulatory arbitrage opportunities; the bigger the contrast, the more fun it is. The FXS asset is quite interesting, worth laying low for. --- Are the expectations for rate cuts in 2026 already locked in? Really? It feels like the Federal Reserve still needs to tighten a bit. --- Basically, policy risks are stacking up, making ETH seem more stable... But can stability really lead to big profits? --- If the energy sector is truly being redefined, HYPER might ride the wave, but only if you believe Trump can really stir things up. --- I've seen the pressure on anonymous cross-border transactions coming for a long time, but India's quick move is still quite shocking. --- Interest rate trading opportunities are right in front of us, but the question is whether these opportunities are worth jumping in now. --- I think the most heartbreaking part is that 30% tax rate, which directly killed the enthusiasm of many small retail investors.

View OriginalReply0

GateUser-c802f0e8

· 3h ago

India's move is really ruthless; a 30% tax rate directly kills players' arbitrage opportunities. That being said, isn't this just forcing everyone to actively cash out?

View OriginalReply0