User-kh1991
21 Following
9 Followers
32 Liked
11 Shared
All
Quotes
PINNED
whale
Breaking the Cycle Superstition: Arthur Hayes Reveals the New Nature of Altcoin Market
点击这里有连续红包🧧🧧
Follow ➕ like and forwardتابع ➕ أعجبني وأرسل
While the market is still obsessed with predicting the specific start point of the 'altcoin season,' the views of BitMEX co-founder Arthur Hayes have undoubtedly torn apart the filter of traditional cognition. On December 21, in his latest interview, he threw out a core assertion: 'The altcoin season has never been absent; what has been absent is the awareness and layout to capture trends.'
In Hayes' view, most current traders are trapped in the shackles of empiricism—still clinging to the old script of 'Bitcoin leading the way followed by an all-around rotation of altcoins' from 2017 and 2021, hoping for a simple replication of historical patterns. But the cryptocurrency market in 2025 has undergone structural changes: the capital lock-up effect brought by Bitcoin ETFs has led to a reconstruction of market liquidity, and the total market cap of altcoins has plummeted from 38.7% in 2021 to 14.2%. The proliferation of 12 million tokens has further diluted the concentration of capital, and the soil for a comprehensive rise has long disappeared. 'This is a new phase dominated by new liquidity logic, changes in institutional behavior, and narrative innovation,' Hayes emphasized, 'relying on historical cycles to judge the market is akin to using an old map to find a new continent.'
Follow ➕ like and forwardتابع ➕ أعجبني وأرسل
While the market is still obsessed with predicting the specific start point of the 'altcoin season,' the views of BitMEX co-founder Arthur Hayes have undoubtedly torn apart the filter of traditional cognition. On December 21, in his latest interview, he threw out a core assertion: 'The altcoin season has never been absent; what has been absent is the awareness and layout to capture trends.'
In Hayes' view, most current traders are trapped in the shackles of empiricism—still clinging to the old script of 'Bitcoin leading the way followed by an all-around rotation of altcoins' from 2017 and 2021, hoping for a simple replication of historical patterns. But the cryptocurrency market in 2025 has undergone structural changes: the capital lock-up effect brought by Bitcoin ETFs has led to a reconstruction of market liquidity, and the total market cap of altcoins has plummeted from 38.7% in 2021 to 14.2%. The proliferation of 12 million tokens has further diluted the concentration of capital, and the soil for a comprehensive rise has long disappeared. 'This is a new phase dominated by new liquidity logic, changes in institutional behavior, and narrative innovation,' Hayes emphasized, 'relying on historical cycles to judge the market is akin to using an old map to find a new continent.'
111
The Silk Road and the 'Inclusive Path' of Modern Finance
The ancient Silk Road connected the East and West, sharing prosperity.
Today's finance should be like this—breaking barriers, allowing value to flow freely and fairly.
DeFi, NFT, and micro-empowerment in the Binance ecosystem are like the 'Silk Road' of the digital age:
Allowing agricultural products from mountainous areas to be monetized through blockchain traceability;
Allow traditional cultural IPs to access the global market;
Allowing ordinary people to participate in quality asset investment.
The soul of finance is connection and empowerment.
We are on this journey, looking forward to walking with you.
$BTC
$ETH
#比特币流动性
#RWA总规模持续增长
Today's finance should be like this—breaking barriers, allowing value to flow freely and fairly.
DeFi, NFT, and micro-empowerment in the Binance ecosystem are like the 'Silk Road' of the digital age:
Allowing agricultural products from mountainous areas to be monetized through blockchain traceability;
Allow traditional cultural IPs to access the global market;
Allowing ordinary people to participate in quality asset investment.
The soul of finance is connection and empowerment.
We are on this journey, looking forward to walking with you.
$BTC
$ETH
#比特币流动性
#RWA总规模持续增长
666
The midterm elections will be held in November 2026. The historical pattern is that 'election year policies take precedence', so the investment logic should be: the first half of 2026 is a policy honeymoon period with institutional allocation, optimistic about the market; the second half of 2026 sees political uncertainty and increased volatility. However, there are still risks such as Federal Reserve policies, a strong dollar, potential delays in market structure legislation, continued selling by long-term holders, and uncertainty regarding midterm election results. But the other side of risk is opportunity; when everyone is bearish, it is often the best time for positioning. #bnb
Translate
现货
#现货 The king of spot trading $BNB
Duan Yongping once said a very realistic thing:
Retail investors are already comprehensively lagging behind institutions in terms of capital, information, and research capabilities.
After the emergence of quantitative trading,
this gap
has not been narrowed,
but has been amplified.
In the past, you faced people,
who have emotions, hesitations, and judgment errors;
now you face models, algorithms, and computing power,
monitoring the market 24 hours a day,
without any emotions,
specializing in exploiting your behavior patterns.
As soon as you hesitate,
it has already calculated;
as soon as you follow the trend,
it has already reversed;
as soon as you think "this time is different,"
it has long categorized you into
one type of retail investor in
historical data.
So the problem has never been
whether you are hardworking enough,
how many technical indicators you have learned,
but rather
that you are standing on a naturally unfair battlefield.
This is also why
truly sober individuals
will not indulge in short-term speculation,
will not compete with machines on reaction speed,
but will try to do things that
quantitative trading is not good at,
institutions disdain,
but time can be on your side.
In a market where
"computing power determines winning rate,"
the biggest risk for retail investors
is not ignorance,
but still believing they have a chance.
{spot}(BNBUSDT)
Duan Yongping once said a very realistic thing:
Retail investors are already comprehensively lagging behind institutions in terms of capital, information, and research capabilities.
After the emergence of quantitative trading,
this gap
has not been narrowed,
but has been amplified.
In the past, you faced people,
who have emotions, hesitations, and judgment errors;
now you face models, algorithms, and computing power,
monitoring the market 24 hours a day,
without any emotions,
specializing in exploiting your behavior patterns.
As soon as you hesitate,
it has already calculated;
as soon as you follow the trend,
it has already reversed;
as soon as you think "this time is different,"
it has long categorized you into
one type of retail investor in
historical data.
So the problem has never been
whether you are hardworking enough,
how many technical indicators you have learned,
but rather
that you are standing on a naturally unfair battlefield.
This is also why
truly sober individuals
will not indulge in short-term speculation,
will not compete with machines on reaction speed,
but will try to do things that
quantitative trading is not good at,
institutions disdain,
but time can be on your side.
In a market where
"computing power determines winning rate,"
the biggest risk for retail investors
is not ignorance,
but still believing they have a chance.
{spot}(BNBUSDT)
Translate
饺子
The winter solstice is coming, reach 30k followers
Like, comment, share
Receive 2888 red envelope
Like, comment, share
Receive 2888 red envelope
follow me
The world is very crazy (Goddess)
Comment, like, share
Receive 2888 red envelope🧧
Comment, like, share
Receive 2888 red envelope🧧
1
#pepe Beeg red box
#redboxgift🎁
lik and falooo
love bnb
#redboxgift🎁
lik and falooo
love bnb
yes
RED POCKET IS LIVE
Limited rewards. Limited time.
Steps to unlock:
Follow
Comment any emoji
Repost
Simple rules. Real rewards.
Go now.
Limited rewards. Limited time.
Steps to unlock:
Follow
Comment any emoji
Repost
Simple rules. Real rewards.
Go now.
yes
RED POCKET IS LIVE
Limited rewards. Limited time.
Steps to unlock:
Follow
Comment any emoji
Repost
Simple rules. Real rewards.
Go now.
Limited rewards. Limited time.
Steps to unlock:
Follow
Comment any emoji
Repost
Simple rules. Real rewards.
Go now.
ok
Pockets LIVE NOW!
💬 Comment the secret word
✅ Follow me 👍
💎 Treasure hunt starts here 🏆🔥
$ETH
{spot}(ETHUSDT)
💬 Comment the secret word
✅ Follow me 👍
💎 Treasure hunt starts here 🏆🔥
$ETH
{spot}(ETHUSDT)
Ok
Pockets LIVE NOW!
💬 Comment the secret word
✅ Follow me 👍
💎 Treasure hunt starts here 🏆🔥
$ETH
{spot}(ETHUSDT)
💬 Comment the secret word
✅ Follow me 👍
💎 Treasure hunt starts here 🏆🔥
$ETH
{spot}(ETHUSDT)
btc
$BTC In this world, there are still countries where Bitcoin permeates every corner of life. #比特币流动性
There may still be quite a few, and it's important to get out and see more.
There may still be quite a few, and it's important to get out and see more.
Translate
学习
$BNB Listening to CZ share experiences:
CZ @cz_binance "1. High emotional intelligence, 2. Strong technical skills, 3. Waiting for the right opportunity!"
Young people do not need to listen to anyone's advice; youth brings infinite possibilities.
Don't overthink, learn by doing! #CZ大表哥
CZ @cz_binance "1. High emotional intelligence, 2. Strong technical skills, 3. Waiting for the right opportunity!"
Young people do not need to listen to anyone's advice; youth brings infinite possibilities.
Don't overthink, learn by doing! #CZ大表哥
Go
$BTC
Translate
现货
$BNB Tom Lee ："I have never seen a rich person who became wealthy by short selling!"
These wealthy individuals with private jets
only do one thing: hold on without selling after a 70% drop! HODL! #btc
These wealthy individuals with private jets
only do one thing: hold on without selling after a 70% drop! HODL! #btc
btc
$BTC Today's Web3 Information Gap
1. Epstein files partially disclosed, 1200 victims! A large number of explicit photos, truly extravagant, while Trump really just went to drink cola!
3. Solana version of Peppa $Peppa peaked at 1.5m, 19x, Tard $Tard peaked at 300k, 7x
4. Arthur Hayes' lengthy essay: The Fed's new RMP is essentially QE, with large-scale money printing commencing, Bitcoin will soon return to $124,000, then $200,000
5. Citibank: $BTC will rise 62% to $143,000 next year, CryptoQuant: falling below the 365-day moving average indicates a bear market, seeing $56,000 - $73,000 #巨鲸动向
1. Epstein files partially disclosed, 1200 victims! A large number of explicit photos, truly extravagant, while Trump really just went to drink cola!
3. Solana version of Peppa $Peppa peaked at 1.5m, 19x, Tard $Tard peaked at 300k, 7x
4. Arthur Hayes' lengthy essay: The Fed's new RMP is essentially QE, with large-scale money printing commencing, Bitcoin will soon return to $124,000, then $200,000
5. Citibank: $BTC will rise 62% to $143,000 next year, CryptoQuant: falling below the 365-day moving average indicates a bear market, seeing $56,000 - $73,000 #巨鲸动向
See original
eth
$ETH Who should we trust? Although Tom Lee is betting on Bitcoin and Ethereum reaching new highs in January, his own fund, Fundstrat, in its latest cryptocurrency strategy advice for internal clients for 2026.
It indicates that in the first half of the year, cryptocurrencies will experience a deeper correction, with target prices of:
BTC 60000 – 65000
ETH 1800 – 2000
SOL 50 – 75
He believes that after reaching this price range in the first half of the year, it will be the best entry point, as this will provide very attractive layout opportunities for the second half of the year.
Ethereum is expected to perform relatively strongly. #ETH走势分析
It indicates that in the first half of the year, cryptocurrencies will experience a deeper correction, with target prices of:
BTC 60000 – 65000
ETH 1800 – 2000
SOL 50 – 75
He believes that after reaching this price range in the first half of the year, it will be the best entry point, as this will provide very attractive layout opportunities for the second half of the year.
Ethereum is expected to perform relatively strongly. #ETH走势分析
Abc
Key Price Level Game: BTC, ETH Fluctuate, BNB Strengthens
Hello friends, happy weekend! Today's market is at a standstill at critical price points, direction pending. Let's take a quick look:
📊 Focus of the Three Major Assets Today
· BTC: Competing around $88,000, volatility narrowing, buyers and sellers in a stalemate.
· ETH: Tug-of-war at the $3,000 mark, mixed messages of breakthroughs and breakdowns, intense speculation.
· BNB: Priced at $852.2, up 0.65% for the day, trading volume reaches $1.7 billion, performing relatively independently.
🔍 Core Insights
1. BTC: Low volume fluctuations at key support, a "calm period" before significant movements, waiting for volume direction signals.
2. ETH: Quick probing of $3,000 indicates a large accumulation of orders, an effective breakthrough will trigger market movement.
3. BNB: The rise reflects inherent support within its ecosystem (practical demand and deflationary mechanism), but attention is needed as its weekly chart is still in adjustment.
💡 Market Outlook
The market is in a high-level fluctuation digestion phase, assets may continue to diverge.
· Traders: Beware of false breakouts at key points, exercise caution and set strict stop-losses.
· Holders: During the fluctuation period, focus on assets like BNB that have fundamental support.
🤔 Interactive Discussion
Who do you think will win the bulls vs. bears showdown?
Vote: Market direction early next week?
· A. Upward breakout
· B. Downward correction
· C. Continue to fluctuate
Feel free to comment and share your views!
This article is a personal market analysis and does not constitute investment advice. Cryptocurrency carries high risks; please make rational decisions.
#BTC走势分析 #ETH走势分析
Hello friends, happy weekend! Today's market is at a standstill at critical price points, direction pending. Let's take a quick look:
📊 Focus of the Three Major Assets Today
· BTC: Competing around $88,000, volatility narrowing, buyers and sellers in a stalemate.
· ETH: Tug-of-war at the $3,000 mark, mixed messages of breakthroughs and breakdowns, intense speculation.
· BNB: Priced at $852.2, up 0.65% for the day, trading volume reaches $1.7 billion, performing relatively independently.
🔍 Core Insights
1. BTC: Low volume fluctuations at key support, a "calm period" before significant movements, waiting for volume direction signals.
2. ETH: Quick probing of $3,000 indicates a large accumulation of orders, an effective breakthrough will trigger market movement.
3. BNB: The rise reflects inherent support within its ecosystem (practical demand and deflationary mechanism), but attention is needed as its weekly chart is still in adjustment.
💡 Market Outlook
The market is in a high-level fluctuation digestion phase, assets may continue to diverge.
· Traders: Beware of false breakouts at key points, exercise caution and set strict stop-losses.
· Holders: During the fluctuation period, focus on assets like BNB that have fundamental support.
🤔 Interactive Discussion
Who do you think will win the bulls vs. bears showdown?
Vote: Market direction early next week?
· A. Upward breakout
· B. Downward correction
· C. Continue to fluctuate
Feel free to comment and share your views!
This article is a personal market analysis and does not constitute investment advice. Cryptocurrency carries high risks; please make rational decisions.
#BTC走势分析 #ETH走势分析
Login to explore more contents