#比特币市场分析# Seeing this news reminds me of those crazy days in 2013. At that time, Bitcoin had just broken through the $1000 mark, and the market was in a frenzy. But the subsequent big dump caught many people off guard. Now, the non-liquid supply has reached a new high, which is no small matter.
This data tells us that even with market fluctuations, there are still a large number of investors choosing to hold for the long term. This behavior pattern is remarkably similar to the past few bull and bear cycles. Do you remember the crazy surge at the end of 2017? At that time, there was also a simi

#美联储降息预期# Looking back at the past, the policy direction of the Fed always affects the market's nerves. The recent expectations for interest rate cuts triggered by employment data remind me of those days after the 2008 financial crisis. At that time, the unemployment rate soared, and the Fed had to adopt ultra-low Intrerest Rate policies to stimulate the economy. Now it seems that history is repeating itself.
Both Besant and Cathie Wood's viewpoints point to a key signal: the job market is weakening. The revised number of job positions for 2024 may decrease by 800,000, a figure that sh

#美国经济指标分析# Looking back at history, I have witnessed too many economic cycles rise and fall. This time, Tom Lee predicts that Bitcoin may rise to $200,000 by the end of the year, which reminds me of those frenzied bull runs in the past. The Fed's interest rate cuts could indeed become an important catalyst, but we cannot ignore the risks involved.
In the last bull run, many people blindly chased the rise and ultimately suffered huge losses. However, each market adjustment has left us with valuable experiences. Now, we should look at these predictions more rationally.
Indeed, the fourth qua

#Linea主网上线# Looking back, I have witnessed many projects' liquidity incentive programs. Linea's recent move reminds me of the "Liquidity Mining" craze in 2020. At that time, DeFi projects competed to offer high incentives, which caused a market frenzy. However, after the boom, many projects were a flash in the pan, leaving a mess behind.
The Linea project plans to distribute 160 million tokens, a considerable amount. This reminds me of the COMP distribution by Compound back in the day, which once ignited the market. However, it seems that relying solely on token incentives is insuffici

#美联储降息预期# Looking back at the past few rounds of interest rate hikes, whenever the market anticipates that the Fed is about to cut rates, the cryptocurrency market always shows a significant rebound. This time is no exception; Ethereum, as the second largest crypto asset, often reflects the overall market sentiment in its price movement. Recent analyses suggest that the ETH adjustment is about to end, even providing a "best buy the dip range" of $4100-4300. This reminds me of the bull run peaks at the end of 2017 and the beginning of 2021, when there were similar optimistic expectations. Howev

#比特币市场分析和预测# Looking back at the past, I have witnessed multiple ups and downs in the Bitcoin market. This time, the non-liquid supply has reached a new high, which reminds me of the bull runs in 2013 and 2017. At that time, there was also a similar trend of Coin Hoarding, but the scale was far less than it is now.
Currently, 72% of Bitcoin is in a non-liquid state, a truly shocking figure. Even with a 15% price correction in mid-August, holders remain steadfast, and this determination is admirable. However, we must also be vigilant: the highly concentrated coin holding could exacerbate future

#Linea主网上线# Looking back at the past, Linea's large-scale token distribution reminds me of the Genesis allocation of Ethereum back then. At that time, everyone was crazy about mining a few ETH; who would have thought it would later become the cornerstone of the crypto world? Now Linea is also on a similar path, with a 160 million token incentive plan undoubtedly being a heavy blow. However, history always repeats itself, yet with differences. As a Layer 2 solution, the challenges and opportunities faced by Linea are quite different from those of Ethereum back in the day.
Seeing Aave, Euler

#加密项目空投策略# Looking back at history, airdrop strategies play an important role in encryption projects. From the early simple distributions to the complex mechanisms of today, this field has undergone significant changes. Recently, a bill draft from the U.S. Senate Banking Committee proposed to exclude airdrops from securities laws, which is undoubtedly a major progress.
This move may provide the project parties with greater operational space, but we must also be wary of the potential regulatory vacuum it could create. Remember the ICO frenzy of 2017, when many projects abused Airdrop, leading t

#DeFi平台发展与安全# Looking back at the development history of DeFi, the recent incident with Venus Protocol reminds me of the DAO incident in 2016. At that time, Ethereum had just emerged, and The DAO project was hacked, resulting in a loss of 50 million dollars, which almost destroyed the entire ecosystem. However, today, Venus has recovered 13 million dollars within 13 hours and quickly resumed operations. This fully demonstrates the qualitative leap in the security mechanisms and response capabilities of DeFi.
However, the security of user assets remains the biggest pain point in DeFi. Venus'

#稳定币生态系统# Looking back at the past few rounds of Bull and Bear Markets, the stablecoin ecosystem has indeed undergone significant changes. From the initial singular centralized issuance model, to the brief emergence of Algorithm stablecoins, and now to the diversified landscape we see today, each transition contains profound market insights.
The current battle for the issuance rights of USDH resembles a replay of the era when USDT dominated alone. This time, however, the stage has shifted to the emerging Hyperliquid ecosystem, and the contenders have transformed into a "service to the communit

#稳定币发行竞争# Looking back at the past, the development of stablecoins has been like a dramatic rollercoaster. From the earliest USDT, to the later USDC and DAI, and now to the current USDH, each new stablecoin's emergence has sparked intense discussions and competition within the industry. This battle for the issuance rights of Hyperliquid's USDH reminds me of the scene when USDC first appeared.
At that time, Circle and Coinbase joined forces to launch USDC, which quickly attracted a large number of users and funds. They promised 100% dollar reserves and regularly underwent audits, which

#美联储降息预期与影响# Looking back, I have witnessed countless dramatic moments of the Fed's interest rate adjustments. The expectation of a rate cut in September reminds me of those days after the financial crisis in 2008. At that time, the Fed also made bold cuts to interest rates in an attempt to save the faltering economy.
Currently, the 89% probability of a 25 basis point rate cut, along with the 11% probability of a 50 basis point rate cut, undoubtedly reflects the market's strong expectation of the Fed's easing policy. This expectation often triggers an increase in asset prices, espe

#数字资产财库策略# History always repeats itself. Seeing Jia Yueting's recent actions reminds me of some scenes from the internet bubble era. Companies are announcing their entry into new fields and expanding their business territories, seemingly chasing the next big opportunity. However, upon calm reflection, can the digital asset treasury strategy really become an engine for the rise of enterprises?
Looking back at past projects, there are many companies that have achieved success through diversified investments, but there are also many cases of failure due to blind expansion. Whether Jia Yuetin

#比特币市场分析# Looking back at the past Bitcoin cycles, I have witnessed too many ups and downs. The current consolidation state truly makes one feel a myriad of emotions. The price hovers around 110k, the derivation market is as calm as water, and on-chain activity has decreased. All these signs are telling one fact - the market is at a critical Node.
This reminds me of the days following the peak of the bull market in 2017. It was the same back then, everything seemed so calm, as if it were the calm before the storm. But history tells us that this calm often harbors immense opportunities and risk

#加密货币安全事件# Reflecting on Kinto's experience this time, it reminds me of the 2016 The DAO incident. At that time, Ethereum had just started to rise, and the ambitious project The DAO also suffered a fatal contract vulnerability attack. History seems to be repeating itself.
Kinto, as a modular trading platform, aimed to make a mark in the Layer 2 space. However, the attack in July severely wounded it, resulting in a loss of $1.55 million. Although the team attempted to restart through the "Phoenix" plan, it ultimately proved difficult to sustain. This once again demonstrates that in the cryp

#美联储降息预期# Looking back at history, the policies of the Fed have always influenced the nerves of the global financial markets. This time, the expectations from the White House economic advisors and Standard Chartered Bank regarding a potential larger rate cut by the Fed remind me of the situation after the 2008 financial crisis. At that time, in response to the economic recession, the Fed also implemented significant rate cuts.
It seems that history is repeating itself. But we must remember that the context of each era is not the same. The current inflation pressures and employment market condi

#Binance Alpha Points计划# A new project has been launched, this time it's OpenLedger. It seems that Binance has high hopes for it, not only giving it a seed label but also specifically organizing a HODLer Airdrop. Looking back, this kind of operation was quite effective during the bull run. However, the current market environment is very different from back then.
The AI blockchain projects are quite timely, after all, AI is a hot topic right now. But to be honest, I have become somewhat numb to these new concepts. How many projects come under beautiful banners, only to end up in a mess.
How

#美联储降息预期# Looking back at the past, it all comes to mind. At the end of 2015, the Fed started the interest rate hike cycle, and it has been nearly ten years since then. The market reacted violently at that time, and crypto assets experienced a big dump. Now there are rumors of a possible interest rate cut in 2025, which makes one reflect on the cyclical nature. Over the years, we have experienced many ups and downs and witnessed countless projects rise and fall. Some have risen with the trend, like Ethereum; others were just a flash in the pan, like the ICO craze. Who could have predicted toda

#加密货币安全事件# This case is really令人唏嘘不已. Looking back over a decade ago, the domestic Capital Market was still in a booming development stage, and off-market financing was rampant in the gray area. At that time, pro like Song Shijie were truly in their prime. Who would have thought that, as time has passed, these once prominent figures have now fallen to the point of being pursued for asset recovery by the UK and the US.
From this case, we can see several thought-provoking questions:
First of all, the long arm of regulation will eventually reach those who operate on the fringes of the law. Whethe