AnnieMC
40 Posts
AnnieMC
Web3主持人｜白天学习晚上在线
记录主持的见闻，也记录一个自由职业者在加密圈的探索之路。
主持合作、活动宣发请私信。
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BNB Holder
Frequent Trader
5.4 Years
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69 Followers
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Portfolio
Saylor selling coins isn't giving up; it's the handcuffs tightening
1: Saylor used to say 'Never Sell' because regular shareholders had no control over him.
2: But last year he issued STRC preferred stock—$8.5 billion, with an 11.5% annual interest, contractual obligations, and phase one can't default.
3: The software business only nets $120 million a year, which isn't enough to cover the interest. Once fundraising slows down, selling coins is the only way out.
4: 'Inoculate the market'—this translates to: 'Hey everyone, I'm about to start selling, just giving you a heads up to not panic.'
Saylor doesn't doubt BTC. He's just put on some high-interest handcuffs, and now the key is getting hard to turn.
1: Saylor used to say 'Never Sell' because regular shareholders had no control over him.
2: But last year he issued STRC preferred stock—$8.5 billion, with an 11.5% annual interest, contractual obligations, and phase one can't default.
3: The software business only nets $120 million a year, which isn't enough to cover the interest. Once fundraising slows down, selling coins is the only way out.
4: 'Inoculate the market'—this translates to: 'Hey everyone, I'm about to start selling, just giving you a heads up to not panic.'
Saylor doesn't doubt BTC. He's just put on some high-interest handcuffs, and now the key is getting hard to turn.
A few days ago I had some gut issues and felt terrible for a few days.
The only thing I kept up during recovery was hosting online.
I suddenly realized something—
What I must do every day shouldn't just be work.
I should also create some other value and put out some content.
So I've decided to seriously manage this account.
I'm not a big player, just someone trying to live better.
Starting to document this journey. Welcome to witness it.
#Web3Hosting #Freelancer #GrowthJourney
The only thing I kept up during recovery was hosting online.
I suddenly realized something—
What I must do every day shouldn't just be work.
I should also create some other value and put out some content.
So I've decided to seriously manage this account.
I'm not a big player, just someone trying to live better.
Starting to document this journey. Welcome to witness it.
#Web3Hosting #Freelancer #GrowthJourney
During the Spring Festival, BTC rose, but the currencies on the Inscription Track failed to keep up with the rise. #BTC #ordinals Do you still have the chips in your hand?
After all, the Chinese people are currently participating more in the Inscription ecology, so most of the Spring Festival is resting. Both XMF and investors will be relatively quiet at this node, but soon everyone will pay attention to the entire Inscription track. With the end of the Spring Festival, it is estimated that the sixth day will be early. Some companies are about to start work. Maybe the inscription market will become active at that time, because Bitcoin has reached a relatively high level. The last time the price of #BTC was around 48,000, the price of #ORDI was around 80, so the current price of #sats The prices of#ordiand#ordiare relatively low, and the inscription at the head of this node is still an opportunity for retail investors.
After all, the Chinese people are currently participating more in the Inscription ecology, so most of the Spring Festival is resting. Both XMF and investors will be relatively quiet at this node, but soon everyone will pay attention to the entire Inscription track. With the end of the Spring Festival, it is estimated that the sixth day will be early. Some companies are about to start work. Maybe the inscription market will become active at that time, because Bitcoin has reached a relatively high level. The last time the price of #BTC was around 48,000, the price of #ORDI was around 80, so the current price of #sats The prices of#ordiand#ordiare relatively low, and the inscription at the head of this node is still an opportunity for retail investors.
The crypto market value in the last bull market reached a maximum of 2.95 trillion
So far in 2024, the crypto market value has reached a maximum of 1.84 trillion.
It can be seen that funds are gradually entering the market. Does this mean that the real violent bull market has not yet arrived? Do you think the crypto market value of this round of bull market can exceed the previous high?
So far in 2024, the crypto market value has reached a maximum of 1.84 trillion.
It can be seen that funds are gradually entering the market. Does this mean that the real violent bull market has not yet arrived? Do you think the crypto market value of this round of bull market can exceed the previous high?
#内容挖矿
Good news for Ethereum!
Ethereum's test network Holesky has been officially launched, marking that the Cancun upgrade has entered the final sprint stage!
After the launch of Holesky, the core team of Ethereum confirmed that the mainnet launch date will be from early March to mid-March, which means that the Cancun upgrade of Ethereum is about to take place! This is also a major change in the history of Ethereum. This upgrade is designed to enhance scalability and reduce transaction fees. It is a comprehensive and far-reaching upgrade. This innovation is expected to reduce layer2 transaction costs by 10-100 times, which also means Transactions on Ethereum will be more convenient and economical in the future.
The current TVL on Ethereum dapp has reached about 34.8 billion, accounting for 57.8% of the market share, far ahead of all public chains in the current market.
Do you think Ethereum will usher in a new round of explosive growth with the completion of the Cancun upgrade? #ETH #热门话题
Good news for Ethereum!
Ethereum's test network Holesky has been officially launched, marking that the Cancun upgrade has entered the final sprint stage!
After the launch of Holesky, the core team of Ethereum confirmed that the mainnet launch date will be from early March to mid-March, which means that the Cancun upgrade of Ethereum is about to take place! This is also a major change in the history of Ethereum. This upgrade is designed to enhance scalability and reduce transaction fees. It is a comprehensive and far-reaching upgrade. This innovation is expected to reduce layer2 transaction costs by 10-100 times, which also means Transactions on Ethereum will be more convenient and economical in the future.
The current TVL on Ethereum dapp has reached about 34.8 billion, accounting for 57.8% of the market share, far ahead of all public chains in the current market.
Do you think Ethereum will usher in a new round of explosive growth with the completion of the Cancun upgrade? #ETH #热门话题
Seeing that the market has had a bit of a correction, let’s briefly summarize some of the major benefits in the currency circle.
1. More and more listed companies have expressed that they may consider buying Bitcoin as an investment option at the company level in the future, which will allow more funds to enter the market and may also change the investment pattern of cryptocurrency.
2. Bitcoin spot has been approved, and many individual companies can also participate in Bitcoin investment in a simple and limited way.
3. Many of the regulations of the US FASB are good for the currency circle and are very good news for pushing up the price of Bitcoin.
4. The Federal Reserve may cut interest rates in 2024. You must be in the car when the seawater floods.
5. There will be a presidential election at the end of the year, and it is essential for candidates to canvass votes and support from the crypto community.
1. More and more listed companies have expressed that they may consider buying Bitcoin as an investment option at the company level in the future, which will allow more funds to enter the market and may also change the investment pattern of cryptocurrency.
2. Bitcoin spot has been approved, and many individual companies can also participate in Bitcoin investment in a simple and limited way.
3. Many of the regulations of the US FASB are good for the currency circle and are very good news for pushing up the price of Bitcoin.
4. The Federal Reserve may cut interest rates in 2024. You must be in the car when the seawater floods.
5. There will be a presidential election at the end of the year, and it is essential for candidates to canvass votes and support from the crypto community.
Can Solana be the real Ethereum killer?
On December 22, 2023, Solana's highest daily transaction volume on the chain reached US$2.6 billion, which was higher than Ethereum's highest daily transaction volume of US$2.5 billion in 2023. It once became the most actively traded public chain.
ETH is faced with investors constantly converting ETH into innovative projects, while SOL does not have these problems and has survived multiple tests to become an L1 blue-chip public chain.
The advantages of the $SOL solana public chain are low gas fees, high transaction popularity, fast speed, and few backdoors for contract tokens. These will become a breeding ground for the survival of local dogs in the future, and it will be easier to turn a bicycle into a motorcycle.
On December 22, 2023, Solana's highest daily transaction volume on the chain reached US$2.6 billion, which was higher than Ethereum's highest daily transaction volume of US$2.5 billion in 2023. It once became the most actively traded public chain.
ETH is faced with investors constantly converting ETH into innovative projects, while SOL does not have these problems and has survived multiple tests to become an L1 blue-chip public chain.
The advantages of the $SOL solana public chain are low gas fees, high transaction popularity, fast speed, and few backdoors for contract tokens. These will become a breeding ground for the survival of local dogs in the future, and it will be easier to turn a bicycle into a motorcycle.
There is no rush, the Fed is expected to cut interest rates at the end of the second quarter.
Are there any other investment tracks in the traditional investment market currently?
Real estate, A-shares, trusts, funds, entrepreneurship...?
The world is a huge sickle. No matter how much assets you have, there is always a traditional investment sickle that will suit you.
The trust harvests people with assets of more than 2 million
Financial management harvests people with assets of more than 200,000
Stock harvested more than 20,000 people
The fund harvests more than 2,000 people
Lottery harvests those who earn more than 2 yuan
…
The main thing is that one cannot be missing
You deserve to have this decentralized financial system in the currency circle, a place of financial freedom!
Real estate, A-shares, trusts, funds, entrepreneurship...?
The world is a huge sickle. No matter how much assets you have, there is always a traditional investment sickle that will suit you.
The trust harvests people with assets of more than 2 million
Financial management harvests people with assets of more than 200,000
Stock harvested more than 20,000 people
The fund harvests more than 2,000 people
Lottery harvests those who earn more than 2 yuan
…
The main thing is that one cannot be missing
You deserve to have this decentralized financial system in the currency circle, a place of financial freedom!
10x potential to watch in the medium term—PYTH#sol
What is an oracle? It is the mechanism for transmitting data from outside the blockchain to within the blockchain.
LINK, the leader in the oracle sector, currently has a market value of US$8.15 billion.
The business model of the oracle sector is relatively mature at present, it can become a closed loop, and it is an industry with cash flow, which is rare in the encryption circle. We know that many platforms can earn hundreds of billions of dollars just by selling transaction data, and in the encryption circle There are a large number of defi projects, and these projects themselves require very accurate data to support and maintain business, so oracles are the underlying facilities of the encryption market. Without oracles, there would be no defi.
Python is the benchmark of Chain Link. When I first came up, I wanted to compete with Chain Link to grab the position of the big brother.
As soon as PYTH went online, it signed contracts with more than 80 data providers, which is very compliant.
At the same time, PYTH has also made innovations, removing the role of data middleman in Chain Link, and because it relies on the Solana chain to build #sol , the $SOL solana chain itself has a very high tps, and PYTH’s data provider can directly The data is packaged and uploaded on the chain instead of requiring a data aggregation off the chain like link, which is relatively more transparent and open.
And although Pyth did not announce its own team, it was discovered through the code of Githup that the major shareholder behind it is a high-frequency trading giant based in Chicago.
If the defi project on the Solana chain becomes more prosperous, TVL lock-up increases and develops steadily, the prospects for PYTH are still good.
What is an oracle? It is the mechanism for transmitting data from outside the blockchain to within the blockchain.
LINK, the leader in the oracle sector, currently has a market value of US$8.15 billion.
The business model of the oracle sector is relatively mature at present, it can become a closed loop, and it is an industry with cash flow, which is rare in the encryption circle. We know that many platforms can earn hundreds of billions of dollars just by selling transaction data, and in the encryption circle There are a large number of defi projects, and these projects themselves require very accurate data to support and maintain business, so oracles are the underlying facilities of the encryption market. Without oracles, there would be no defi.
Python is the benchmark of Chain Link. When I first came up, I wanted to compete with Chain Link to grab the position of the big brother.
As soon as PYTH went online, it signed contracts with more than 80 data providers, which is very compliant.
At the same time, PYTH has also made innovations, removing the role of data middleman in Chain Link, and because it relies on the Solana chain to build #sol , the $SOL solana chain itself has a very high tps, and PYTH’s data provider can directly The data is packaged and uploaded on the chain instead of requiring a data aggregation off the chain like link, which is relatively more transparent and open.
And although Pyth did not announce its own team, it was discovered through the code of Githup that the major shareholder behind it is a high-frequency trading giant based in Chicago.
If the defi project on the Solana chain becomes more prosperous, TVL lock-up increases and develops steadily, the prospects for PYTH are still good.
10 guesses for 2024
1. BTC breaks through previous high
2. BTC breaks through $100,000
3. BTC spot ETF passed
4. BTC market share exceeds 70%
5.BTC＞nasdaq
6. Ethereum breaks through previous high
7. Ethereum maintains second place in market capitalization
8.ADA reaches $2
9. The third country emerges that regards Bitcoin as a legal currency
10.X platform uses cryptocurrencies
1. BTC breaks through previous high
2. BTC breaks through $100,000
3. BTC spot ETF passed
4. BTC market share exceeds 70%
5.BTC＞nasdaq
6. Ethereum breaks through previous high
7. Ethereum maintains second place in market capitalization
8.ADA reaches $2
9. The third country emerges that regards Bitcoin as a legal currency
10.X platform uses cryptocurrencies
Cryptocurrency performance in 2023 is incredible
Better than stocks, bonds, precious metals
Bitcoin rises more than 172%
Altcoin market capitalization increased by more than 90%
Bitcoin currently occupies a relatively strong dominant position in the overall currency market
This phenomenon usually occurs when the currency circle recovers from a long-term bear market. For example, during the bull market from 2021 to 2022, Ethereum began to rise later than Bitcoin. At one time, the ratio of ETH/BTC dropped to a multi-year low of about 0.052. This The message is to tell you that Bitcoin will rise relatively strongly in the early stages of a bull market.
There has not been a relatively large retracement in currency prices recently, that is, the depth of all price retracements and corrections is still very shallow, which means that if a currency rises for a while, it will usually face a price correction. In the past, BTC would retrace at least 25% or even 50% during the recovery of the bear market and the upward trend of the bull market. This time it has not happened so much. In 2023, it will only fall by 20% from the relative high at most, which means that it has always been the case. There are buyers entering the market, and if the price falls, buyers will enter the market, and if the price falls, they will buy up.
The same is true for ETH. The deepest correction was a 40% correction in January 2023. This number is also less than before.
In other words, the bear market from 2022 to 2023 will have a milder decline than previous bear markets.
Most crypto assets have reached relative lows at the beginning of 2023. If we look at the historical highs, the decline of most coins is 75%, BTC has fallen by 40%, and ETH has fallen by 55%. Excluding ETH Altcoins other than stablecoins have fallen by half, and the supply of stablecoins has decreased by 24%. Although it seems like a lot, it is relatively minor compared to previous bear markets. So you will hear a lot of people saying that what will happen next We haven't waited for a big and sharp decline, but have we not waited for it? Or does the market feel that this time all the losses that should have fallen have been finished?
Better than stocks, bonds, precious metals
Bitcoin rises more than 172%
Altcoin market capitalization increased by more than 90%
Bitcoin currently occupies a relatively strong dominant position in the overall currency market
This phenomenon usually occurs when the currency circle recovers from a long-term bear market. For example, during the bull market from 2021 to 2022, Ethereum began to rise later than Bitcoin. At one time, the ratio of ETH/BTC dropped to a multi-year low of about 0.052. This The message is to tell you that Bitcoin will rise relatively strongly in the early stages of a bull market.
There has not been a relatively large retracement in currency prices recently, that is, the depth of all price retracements and corrections is still very shallow, which means that if a currency rises for a while, it will usually face a price correction. In the past, BTC would retrace at least 25% or even 50% during the recovery of the bear market and the upward trend of the bull market. This time it has not happened so much. In 2023, it will only fall by 20% from the relative high at most, which means that it has always been the case. There are buyers entering the market, and if the price falls, buyers will enter the market, and if the price falls, they will buy up.
The same is true for ETH. The deepest correction was a 40% correction in January 2023. This number is also less than before.
In other words, the bear market from 2022 to 2023 will have a milder decline than previous bear markets.
Most crypto assets have reached relative lows at the beginning of 2023. If we look at the historical highs, the decline of most coins is 75%, BTC has fallen by 40%, and ETH has fallen by 55%. Excluding ETH Altcoins other than stablecoins have fallen by half, and the supply of stablecoins has decreased by 24%. Although it seems like a lot, it is relatively minor compared to previous bear markets. So you will hear a lot of people saying that what will happen next We haven't waited for a big and sharp decline, but have we not waited for it? Or does the market feel that this time all the losses that should have fallen have been finished?
Please pay attention if you buy inscriptions! ! !
Bitcoin's inscription is to solve a series of pain points on Bitcoin such as the inability to issue coins and deploy smart contracts. For some public chains that have solved the problem of issuing coins and having virtual machines, is there any other market for inscriptions other than gaining popularity? The value of common sense? This is something everyone should consider when making a choice.
Not all inscriptions can be held for a long time. Some inscriptions are just speculative and have to be paid back!
Bitcoin's inscription is to solve a series of pain points on Bitcoin such as the inability to issue coins and deploy smart contracts. For some public chains that have solved the problem of issuing coins and having virtual machines, is there any other market for inscriptions other than gaining popularity? The value of common sense? This is something everyone should consider when making a choice.
Not all inscriptions can be held for a long time. Some inscriptions are just speculative and have to be paid back!
2024 US presidential election
In August 2021, the former President of the United States Trump did not believe in cryptocurrency, because at that time, defending the US dollar was the key to the success of the United States, so he evaluated cryptocurrency as false, a disaster waiting to happen, etc. Some very radical remarks.
However, when the time comes to December 2022, Trump’s attitude towards cryptocurrency has changed 180 degrees! ! !
He launched his own line of NFTs called "Trump Digital Trading Cards" that feature his imposing image, including an infamous full-body photo taken when he was arrested by Georgia authorities.
As the 2024 presidential election approaches, Trump, who is participating in this election, has cashed out his NFT. It seems that Trump’s campaign road has also begun to prepare for war! !
According to blockchain intelligence platform Arkham data, Trump-related wallets have conducted 13 transactions since December 8, with a total transfer of 1,075 ETH worth approximately US$24 million. The transfer method is mainly 100 , 125, and 200 ETH are carried out in batches to realize the value of NFT. Trump’s Ethereum balance has been growing steadily since October.
In August 2021, the former President of the United States Trump did not believe in cryptocurrency, because at that time, defending the US dollar was the key to the success of the United States, so he evaluated cryptocurrency as false, a disaster waiting to happen, etc. Some very radical remarks.
However, when the time comes to December 2022, Trump’s attitude towards cryptocurrency has changed 180 degrees! ! !
He launched his own line of NFTs called "Trump Digital Trading Cards" that feature his imposing image, including an infamous full-body photo taken when he was arrested by Georgia authorities.
As the 2024 presidential election approaches, Trump, who is participating in this election, has cashed out his NFT. It seems that Trump’s campaign road has also begun to prepare for war! !
According to blockchain intelligence platform Arkham data, Trump-related wallets have conducted 13 transactions since December 8, with a total transfer of 1,075 ETH worth approximately US$24 million. The transfer method is mainly 100 , 125, and 200 ETH are carried out in batches to realize the value of NFT. Trump’s Ethereum balance has been growing steadily since October.
#BTC Bitcoin—MVRV Z-Score Data Analysis
The MVRVZ score is a standardized value after the last price transfer of a Bitcoin on the chain, a number called the realized market capitalization.
When the MVRV number is 1, the price of BTC is equal to the price everyone buys BTC, and no one makes money and no one loses money.
If it is greater than 1, it means everyone is making money
If it is less than 1, it means everyone is losing money.
According to Messari's report, over the years, the MVRV score of Bitcoin's bull top has been above 3. But if you look at the bull top, it almost has to reach the range of about 7-10 before it will be a bull market. At this time, because this means that BTC has made too much money in the market, it is already a bubble, so everyone should sell.
From this perspective, especially in the second half of the year, BTC has experienced a surge. However, from the perspective of what has been realized on the chain, Bitcoin’s current MVRV is actually less than 2. This is still far from the peak of the bull market. It is only now It's just a starting stage.
2024 is very likely to be a big bull market for Bitcoin, and there are still many opportunities.
The MVRVZ score is a standardized value after the last price transfer of a Bitcoin on the chain, a number called the realized market capitalization.
When the MVRV number is 1, the price of BTC is equal to the price everyone buys BTC, and no one makes money and no one loses money.
If it is greater than 1, it means everyone is making money
If it is less than 1, it means everyone is losing money.
According to Messari's report, over the years, the MVRV score of Bitcoin's bull top has been above 3. But if you look at the bull top, it almost has to reach the range of about 7-10 before it will be a bull market. At this time, because this means that BTC has made too much money in the market, it is already a bubble, so everyone should sell.
From this perspective, especially in the second half of the year, BTC has experienced a surge. However, from the perspective of what has been realized on the chain, Bitcoin’s current MVRV is actually less than 2. This is still far from the peak of the bull market. It is only now It's just a starting stage.
2024 is very likely to be a big bull market for Bitcoin, and there are still many opportunities.
We all know that in the traditional financial world, it is difficult for us retail investors to immediately know the real information about large capital flows, but on the blockchain everyone can read the completely transparent and tamper-proof on-chain data, and these are what you use to obtain excess There is a gap in information about remuneration. If you don’t have time in the currency circle or can’t understand the data, you can spend 0.3 seconds to subscribe to my channel, because every day I will share the latest data analysis with you from time to time and explain it to you clearly in vernacular.
messari2024’s prediction report mentioned the BTC.D chart, which is a chart of the ratio of Bitcoin’s total market value to the entire crypto market value.
This chart shows that the early stages of all bull markets are led by Bitcoin. In 2019, Bitcoin’s dominance led to Bitcoin’s share reaching 60-70%, or about 71%. It will become led by altcoins. This is because in the early days of the bull market, most capitalists focused on the rise of Bitcoin. When BTC rises to a certain level, everyone will speculate on altcoins and other small currencies. .
That is to say, the crypto market is rising in Bitcoin, and the weight of Bitcoin in the entire market, that is, the number BTCD, will continue to rise.
Messiri's report mentioned that he believed that Bitcoin had to account for 60% to 70% in the past few times. Even during the ICO craze in 2017, Bitcoin had to account for 63% before it could become an altcoin. Dominated the market, and the current proportion of Bitcoin has only risen to 50%, there is still some way to go. The proportion of BTC is likely to continue to rise.
So the implication is that given the current atmosphere in the early stages of the bull market, investing in BTC first will be more cost-effective than investing in some altcoins.
messari2024’s prediction report mentioned the BTC.D chart, which is a chart of the ratio of Bitcoin’s total market value to the entire crypto market value.
This chart shows that the early stages of all bull markets are led by Bitcoin. In 2019, Bitcoin’s dominance led to Bitcoin’s share reaching 60-70%, or about 71%. It will become led by altcoins. This is because in the early days of the bull market, most capitalists focused on the rise of Bitcoin. When BTC rises to a certain level, everyone will speculate on altcoins and other small currencies. .
That is to say, the crypto market is rising in Bitcoin, and the weight of Bitcoin in the entire market, that is, the number BTCD, will continue to rise.
Messiri's report mentioned that he believed that Bitcoin had to account for 60% to 70% in the past few times. Even during the ICO craze in 2017, Bitcoin had to account for 63% before it could become an altcoin. Dominated the market, and the current proportion of Bitcoin has only risen to 50%, there is still some way to go. The proportion of BTC is likely to continue to rise.
So the implication is that given the current atmosphere in the early stages of the bull market, investing in BTC first will be more cost-effective than investing in some altcoins.
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