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#美联储政策 Good news keeps coming! Cathie Wood predicts that the US inflation rate may drop to 0% or below by 2026, and UBS is optimistic about the continued rise of US stocks, with the S&P 500 potentially breaking through 7700 points. What does this mean?
Macroeconomic environmental improvement = the arrival of a spring for risk assets. When inflation is under control, the Federal Reserve has room to cut interest rates further, and corporate profits remain strong, the overall market certainty is greatly enhanced. While traditional financial markets benefit, I am even more excited — this macro st

#比特币机构建仓 Short-term fluctuations often conceal long-term opportunities. This decline has provided us with a valuable perspective.
Seeing Bitcoin come under pressure recently, I want to say—this is precisely the best time for institutions to build positions. Forced liquidations, legislative uncertainties, declining risk appetite—these short-term factors create noise, but they do not change the fundamental long-term value storage of Bitcoin as a digital asset.
Truly visionary institutions will not be swayed by emotional volatility. Although MicroStrategy's stock price is under pressure, its con

#比特币价格走势 Bitcoin is on another "roller coaster" again! This time James Wynn is bullish to $97,000, but I actually want to talk more about the market psychology behind it.
Every price fluctuation is market participants re-evaluating risks and opportunities. As the "digital gold" of the Web3 world, Bitcoin's price discovery process is essentially a reflection of decentralized consensus—no central bank manipulation, no institutional monopoly, but the result of millions of participants worldwide playing a game together. This transparent, open price mechanism is exactly why I am optimistic about t

#Polymarket预测市场 The hype around prediction markets is really exploding! Coinbase acquiring The Clearing Company, Crypto.com hiring quantitative traders, Kalshi integrating with BSC… Looking at this pace, traditional exchanges are rushing to get involved.
What does this reflect? Prediction markets are evolving from niche geek toys into a core part of mainstream trading infrastructure. Imagine being able to trade the outcomes of global events directly with your BNB on BSC, without complicated cross-chain operations—that’s the charm of on-chain decentralized finance—higher efficiency, lower barr

#机构投资者比特币配置 Seeing the recent big moves by institutions, I truly feel what a "fundamental shift in market structure" means. Michael Saylor continues to increase holdings, BitMine surpasses 4 million ETH, ETF inflows reach $25 billion… These numbers reflect a profound signal: retail investors are selling, while institutions are buying.
Many people become pessimistic when they see BTC's annual decline of 5.4%, but I see a different story. Institutions are continuously building positions at high levels, not because they are wrong about the market, but because they are not focused on short-term p

#稳定币 Seeing Phantom's latest moves, I am truly excited. The $3 billion valuation actually tells a very clear story — wallets are no longer just wallets.
In traditional thinking, a wallet is simply a tool for storing and accessing assets. But what is Phantom doing now? Through innovations like stablecoins, debit cards, and prediction markets, it is transforming the wallet into a gateway to a complete financial ecosystem. What does this mean? It means we are one step closer to a truly autonomous financial experience.
The stablecoin direction is especially worth paying attention to. It addresses

#比特币持仓与投资 Recently, I've observed some interesting changes in Bitcoin's holding patterns and I want to share my thoughts with everyone.
On one side, institutions like Michael Saylor continue to increase their holdings, while on the other side, long-term holders are engaging in an "epic distribution"—it's like the market is conducting a transfer of chips. After the sharp decline in October, a large amount of profit-taking positions chose to cash out, especially those with costs in the 60,000-70,000 USD range, most of which were accumulated before the 2024 election.
But this is precisely what I

This week's macro stage is indeed worth watching! The suspense over the Federal Reserve Chair candidate, GDP data tests, and Christmas market boost—these are the grand dramas of traditional finance, but the underlying logic has profound implications for the Web3 ecosystem.
Every shift in monetary policy redefines the logic of asset allocation. Expectations of rate cuts have increased the appeal of risk assets, which is why more and more people are beginning to scrutinize the value of non-sovereign assets like Bitcoin and Ethereum. When central bank policies become uncertain, decentralized asse

#稳定币生态 A recent perspective has completely changed my understanding of stablecoins—they're not here to "kill banks' livelihoods," but rather to push banks to evolve.
In the past few days, I came across two particularly interesting pieces of news. On one side, Chinese experts and scholars are suggesting pilot programs for stablecoins in free trade zones; on the other side, academic research has directly broken the myth of the "bank run." Cornell University’s research data is quite eye-opening: despite the explosive growth in stablecoin market capitalization, there has been almost no loss of ba

#比特币市场动态 Recently, discussions about the Federal Reserve's RMP have been heating up, and I think the underlying logic behind it is worth a thorough analysis.
Essentially, RMP is just a new name for the latest round of quantitative easing— the Federal Reserve is releasing liquidity, which increases the long-term depreciation pressure on fiat currency. So, what does this mean for the crypto market? Simply put, when traditional finance starts "printing money," the market will seek safe-haven assets, and Bitcoin's value as digital gold becomes more prominent.
Arthur Hayes's prediction is quite in

#比特币价格预测 Looking at this wave of market predictions, it's really quite interesting. On Polymarket, there's a 100,000 USD probability of dropping to 10%, but Tom Lee still says Bitcoin will hit a new all-time high before the end of January 2026—this isn't a contradiction, but rather reflects rational thinking across different time horizons.
In the short term, the market indeed still carries risks. Santiment's analysis hits the key point—social media panic sentiment isn't deep enough yet, which often means the bottom hasn't truly been established. A drop to $75,000 or even lower is possible, so

#RWA代币化 Recently, discussions about RWA tokenization have been flooding the internet, and many friends have asked me what it really means. Today, I came across an in-depth article and realized that my previous understanding was somewhat biased—what seemed like a simple "tokenization" actually hides two completely different paths.
The approach taken by DTCC is essentially optimizing the existing system by moving ownership records from proprietary ledgers onto the blockchain, like installing a modern pump on an old pipeline. This indeed improves efficiency, but it retains the entire intermediar

#比特币机构采用与储备 Seeing the recent accumulation actions of institutions holding Bitcoin, I am truly excited!
Strategy founder Michael Saylor's data left a deep impression on me— as of December 14th, they already hold over 670,000 BTC with a total cost of $50.3 billion. Even more astonishing is their calculation of a scenario: if they can accumulate 5% of the total Bitcoin supply, the price could soar to $1 million per coin; reaching 7% could push it to $10 million. This is not just simple investing, but a continuous unlocking of the entire Bitcoin network's value.
At the same time, Japan's Metapla

#预测市场 The prediction market finally enters the true "on-chain explosion" moment! The collaboration between Kalshi and BNB Chain has shown me what a revolution in user experience looks like — no more cumbersome cross-chain bridges, just trade the results of real-world events directly with BNB and stablecoins on BSC. This is a huge step forward in democratizing finance.
Imagine, previously participating in prediction markets was like passing through five levels; now you can enter instantly. This not only lowers the barrier to entry but also allows more ordinary users to truly experience the cha

#RWA代币化 Tether's new wallet actions are truly fascinating! Integrating AI+ support for XUAT tokenized gold, which actually tells a bigger story — **on-chain real-world assets are moving from concept to product**.
Think about it, gold, one of the oldest stores of value, can now circulate on the chain in token form. What does this mean? The barriers of traditional financial assets are being broken down. No longer need intermediaries to hold or trade precious metals; direct on-chain operations are possible, with lower costs and higher efficiency.
Coupled with the AI wallet design, this is more l

#代币化资产 The recent hype around Lighter's funding has truly heated up! Seeing various KOLs' valuation predictions, ranging from 1.5 billion to 12.5 billion USD, I believe this reflects more than just numbers—it's a genuine expectation for the future of decentralized trading infrastructure.
The key point here—Lighter is not just building a simple exchange, but a future-oriented financial infrastructure. It aims to create a zero-friction trading layer accessible to traditional fintech, brokers, and professional market makers. That’s where the real potential lies. And the most exciting catalyst? T

#预测市场发展 Polymarket's move is brilliant! Spinning off from Polygon to become an independent L2 is not only a technical upgrade but also a sign of the maturity of the prediction market ecosystem.
Think about it, prediction markets are like the "truth machine" of information markets — allowing everyone to express their judgments about the future with real money through decentralization. The reason Polymarket is doing this shows that the demand for prediction markets has grown so large that it can no longer be confined by any single infrastructure. Previously relying on Polygon, a single outage c

#比特币价格走势 Looking at the recent market data, I want to discuss the logic behind this wave of correction. Santiment's analysis indicates that the panic sentiment on social media is not yet deep enough, which is actually a very interesting signal — the true bottom often occurs when most people are in despair, and right now many are still expecting a quick rebound, suggesting we may not have reached that point yet.
From the demand side, CryptoQuant's data shows that the surge in spot demand for Bitcoin is waning, which indeed puts pressure on prices. But this is also part of the normal cycle. Fid

#代币锁定期 Binance Bitway's Booster program is here, with a 300 million BTW airdrop released in phases, and the 165-point threshold lowered to make participation easier. This design is very interesting — it incentivizes user participation through phased tasks while using a points mechanism to filter active community members, which is a perfect example of modern incentive mechanisms.
However, there is a particularly important detail: the obtained BTW tokens have a lock-up period. This may seem like a "restriction," but it actually reflects the project's long-term thinking. The lock-up mechanism ca

#量子计算威胁 Recently, there has been quite a heated debate in the community about the threat of quantum computing to Bitcoin. Let me break down this discussion.
The core point is very clear: Bitcoin Core developer Jameson Lopp has provided a relatively rational assessment—quantum computers will not crack Bitcoin in the short term, but if an upgrade to the protocol is needed to prevent this, it would take 5 to 10 years. This time frame actually reveals the truth: we neither need to panic excessively nor can we be complacent.
Why does it take so long? Simply put, Bitcoin is a public blockchain invo