加密貝兒ღ 0xGummyBear

Important PCE Year-on-Year Growth Rate Before Rate Cut:
Expected ▶️2.9% / Actual Announcement ▶️2.8%,
This is considered a green light for a rate cut in December.

Next, the focus will be on:
🟣 Whether the Bank of Japan really raises interest rates next week
🟣 Whether the FOMC meeting will cut rates as scheduled and if there are any changes in the 2026 dot plot
➡️ If the yen can stabilize, the pace of rate cuts will accelerate, which will be positive for risk assets✨️

Although last night the price of $BTC fell below $90,000 again, I slightly returned the contract of $BTC that was originally hanging at @StandX_Official.
Hope this time it goes well 🚗

【Bell Market Notes】

🍇The University of Michigan Consumer Sentiment Index and PCE data will be released tonight at 11 PM, watch for price fluctuations.
🍇Multiple media outlets report that Japan will officially raise interest rates next week, which is a major negative for risk assets.
🍇The price of $BTC is currently holding in the $92,000 range; resistance levels are $97,000 and $102,000, while support levels are between $80,000 and $85,000.
🍇Green Leaf's long leverage remains stable, with no significant profit-taking observed.
🍇Option IV remains stable, and ∆25 data has shown a slight recovery but still appears mildly bearish.

🍇Crypto Circle Sticky Notes:

-StandX_Official has officially launched its website, where trading, holding $DUSD, and providing liquidity can earn points, with TGE expected in Q1 and Q2 of 2026.
-MetaMask's new wallet points program has begun, with the first quarter activity lasting 90 days (until 2026/01/23), with a total of 30 million U of $LINEA tokens available for distribution.

- Binance:
🟣Binance Wallet has launched the BNB DEFI Carnival event, where depositing $BTCB and $USDT will earn additional rewards, running from 11/27 to 2026/01/30.
🟣The third phase of the TreehouseFi Booster event has started, and participating using wstETH will earn $TREE rewards, running from 10/22 to 12/06 07:59.

【Binance Alpha Airdrop Roll Call】

Today we finally have a project that was announced in advance for warming up! Power Protocol ($POWER) does not disclose the amount of funding, but the official website promotes its partners and investors including Ronin and Animoca Brands, focusing on games, IP applications, studio incubation, etc. Although the estimated returns are average, given the current Alpha pace, it is still recommended that everyone take what they can.

♡～●～○～♡～●～♡～○～●～♡～○

【Project Introduction】

🍇about Power Protocol🍇

Power Protocol is an infrastructure layer for building a unified ecosystem for blockchain entertainment. It supports everything from popular games like 'Fable' to emerging studios, global IPs, and AI-native products.

【Bail Market Notes】

🍇Market sentiment begins to lean towards interest rate cuts and easing expectations, but at the same time, Japanese government bond yields continue to rise, bringing some concerns.
🍇$BTC price is currently stable in the $92,000 range, with signs of continuing upward movement; the upper pressure levels are $97,000 and $102,000, while the lower support range is $80,000 to $85,000.
🍇Although green leaf longs have not seen a significant increase, they have also not taken profits and still maintain their positions.
🍇Options expiring at the end of December have a large number of CALLs in the $100,000 to $118,000 range.

🍇Crypto Circle Sticky Notes:

-JupiterExchange's first public sale of @humidifi ($WET) will start tonight at 23:00.
-StandX_Official has officially launched its website, and trading, holding $DUSD, and providing liquidity can earn points, with TGE expected in Q1 and Q2 of 2026.
-MetaMask's new wallet points activity has begun, with the first quarter event lasting 90 days (until 2026/01/23), with a total of $30 million in $LINEA tokens to be shared.

- Binance:
🟣Binance Wallet has launched the BNB DEFI Carnival event, where deposits of $BTCB and $USDT enjoy additional rewards, with the event period from 11/27 to 2026/01/30.
🟣TreehouseFi Booster Phase 3 event has started, and using wstETH for subscriptions will earn $TREE rewards, with the event time from 10/22 to 12/06 07:59.

In recent days, everyone has started discussing that after the ETH FUSAKA upgrade, L2 transaction fees have become cheaper.

Suddenly, I remembered the money I put into Katana last month, which has quietly mined over 1,400 $KAT.

Currently, the official Katana website $USDT and $USDC APY are still around 40%, just waiting to see when the TGE will be!

【Bail Market Notes】

🍇 The U.S. ADP employment data will be announced tonight at 21:15, and the market currently expects a 87.5% chance of a rate cut in December.
🍇 The price of $BTC has broken through to the $92,000 range, and we will see if it can stabilize and continue to test the $102,000 resistance level. $80,000~$85,000 is still the current support zone for the $BTC price.
🍇 Options IV has decreased, and the ∆25 Skew data shows that bearish sentiment has eased.

🍇 Crypto Circle Notes:
- JupiterExchange's first new listing @humidifi ($WET) starts today for whitelist and $JUP stakers, with the public sale round at 23:00 tomorrow.
- StandX_Official has officially launched the website, where trading, holding $DUSD, and providing liquidity can earn points, with TGE expected in Q1/Q2 2026.
- MetaMask's new wallet points activity has started, with the first season lasting 90 days (～2026/01/23), and a total of $30 million in $LINEA tokens to be shared.

- OKX:
🟣 Launching a limited-time OK PAY event, deposit within 10,000 U of $USDG to enjoy a 10% reward income.
- Binance:
🟣 Binance wallet has launched the BNB DEFI Carnival event, deposit $BTCB, $USDT to enjoy additional rewards, with the event period from 11/27 to 2026/01/30.
🟣 The third phase of the TreehouseFi Booster event has started, and using wstETH to participate can earn $TREE rewards, with the event running from 10/22 to 12/06 07:59.

I have always been following what Teacher Murphychen888 mentioned about the "Investor Confidence Index" and the "BTC Trend Cycle Method". After reading multiple discussions on this deep bear and shallow bear market from market_beggar, I have developed a bit of my own expectations for the future market.

So I wanted to give it a little try, even though $BTC was still above 100,000 at that time, I opened the DCA switch. During this period, as the market continued to decline, I kept buying in. My current average cost is around $90,855. Last night before bed, I was slightly in the red, but when I woke up today, I was in profit.

Overall, I feel quite at ease psychologically. Entering the market on the left side × regular fixed amounts, floating losses are expected. I trust the judgments provided by the data, and the rest is left to time 😉

Lastly, a note to myself: when lacking faith, go back to M and recharge that faith. Trading often goes against human nature. When market sentiment is bad, sticking to the trading plan and continuing to stay at the table is the only way to participate in the next market phase 🦾

???

You all have made me so confused...🥹

【Bell Market Notes】

🍇Currently, we have entered the quiet period before the Federal Reserve officials' interest rate meeting, and any slight movement can easily disturb the market.
🍇The price of $BTC is hovering around the $85,000 support level, and the market seems to be waiting for Wednesday's non-farm payroll and Friday's PCE data.
🍇The options IV is still at a recent high, but compared to before, the ∆25 Skew data indicates that bearish sentiment is not as strong.
🍇Looking at the liquidation map, liquidity continues to accumulate below $82,000 and above $92,000~$97,000.

🍇Crypto Circle Notes:
-MetaMask's new wallet points program has started, with the first season lasting 90 days (～2026/01/23), allowing participants to share a total of 30 million U of $LINEA tokens.
-StandX_Official has officially launched its website where trading, holding $DUSD, and providing liquidity can earn points, with TGE expected in Q1 and Q2 of 2026.
- Binance:
🟣The Binance wallet has launched the BNB DEFI Carnival event, where depositing $BTCB and $USDT can earn extra rewards, with the event period from 11/27 to 2026/01/30.
🟣For those with an open contract amount greater than 1,000 U, holding $BFUSD will enjoy an additional 5% yield subsidy, with the activity time from 11/03 to 12/02.
🟣@TreehouseFi Booster Phase 3 has begun, and using wstETH for subscriptions will earn $TREE rewards, with the event time from 10/22 to 12/06 07:59.

【Binance Alpha Airdrop Sign-Up】

Today, Binance has not had any pre-heated projects until just now when it finally announced the airdrop for old coins at 9 PM/253 minutes threshold. Yesterday's $RLS performed quite well, and those who sold early could sell for 60U. I hope today's project can also yield good returns, allowing everyone to recover some of the points cost.

Oh no~ From a metaphysical perspective…

The past four times in November for $BTC resulted in continued declines in December 💔

However, returning to rational judgment:

✅ The US stock market AI trend is still supporting the market
✅ The US is in a rate cut cycle and preparing for mid-term elections next year
✅ Institutional ETF funds and DAT companies have accumulated a large amount of capital

This year should follow a scenario of a shallow bear market correction
Should be...🥹

【Bail Market Notes】

🍇We are currently in the quiet period before the Federal Reserve officials' interest rate meeting, and any small movements can easily disturb the market.
🍇The Chinese government's tightening of cryptocurrency policies and the Bank of Japan's hawkish stance are potential reasons for a decline.
🍇The price of $BTC failed to break through the $92,000 resistance level, and the current price is testing $85,000.
🍇Option IV has risen, but compared to before, the market is not as panicked.

🍇Crypto Circle Reminder：
-MetaMask's new wallet points program has started, with the first season lasting 90 days (～2026/01/23), allowing a total of 30 million $LINEA tokens to be shared.
-StandX_Official has launched its official website; trading, holding $DUSD, and providing liquidity can earn points, with TGE expected in Q1 and Q2 of 2026.
- Binance：
🟣Binance Wallet has launched the BNB DEFI Carnival event; deposit $BTCB and $USDT to enjoy extra rewards, with the event period from 11/27 to 2026/01/30.
🟣For those with an open contract amount greater than 1,000U, holding $BFUSD will enjoy an additional 5% yield subsidy, with the event time from 11/03 to 12/02.
🟣TreehouseFi Booster Phase 3 has started; using wstETH for subscriptions can earn $TREE rewards, with the event time from 10/22 to 12/06 07:59.

After整理完官網與相關資訊後，我對Plasma的感想大概是這樣：在一個「大家都在講L2速度多快」的世界裡，Plasma沒有用更花俏的技術名詞，而是老老實實地說：「我專心把穩定幣支付、清算這件事做到最好。」

我特別喜歡它把「鏈層」和「使用者產品層」一起思考：

- 底層公鏈為穩定幣優化
- 上層用Plasma One把卡、行動支付、回饋、收益串起來
- 讓一般人不需要懂區塊鏈，也能用穩定幣支付

當然，一切還是要看：

- 真正落地的使用者數
- 有多少商家、錢包、支付公司願意整合
- 在各國監管環境變化下，能否持續擴張覆蓋

但在一堆「什麼都想做」的鏈之中，我覺得像Plasma這種 「目的明確＋設計聚焦」 的專用型公鏈，很值得被放進觀察清單。

畢竟，未來的穩定幣世界一定很擁擠，誰能把「用起來」這件事做到最順手，誰就最可能成為那條大家默默在用、卻不一定天天喊名字的底層網路。

@Plasma #Plasma $XPL

Is the market really going bearish? Will the brilliant December still come?

Although rationally I think that if it really turns bearish, it should be different from before,

the big players in the on-chain agreements have already left out of respect…

Currently, there are only 3 agreements with a TVL greater than 10B😣

【Binance Alpha Airdrop Roll Call】

Today's project RAYLS ($RLS) is a special one that was announced just today. The project has raised a total of $25M, and its main focus is on a payment-oriented L2, which is expected to launch in North America, increasing the likelihood of being listed on Binance's spot market or Korean exchanges. Those who are interested may want to consider taking a chance on future opportunities.

♡～●～○～♡～●～♡～○～●～♡～○

【Project Introduction】

🍇about RAYLS🍇

Rayls is an EVM-compatible blockchain ecosystem that provides enterprise-level privacy, scalability, interoperability, and decentralization. It enables financial institutions to tokenize financial assets and real-world assets (RWA), utilize central bank digital currency (CBDC) for payments, and simplify cross-border foreign exchange and institutional internal payments. Rayls' hybrid architecture combines bank-exclusive private subnetworks with public chains dedicated to DeFi. Financial institutions deploy Rayls nodes locally, connecting to a central hub for private transactions. These nodes also connect to the public chain, facilitating regulated asset issuance and global distribution.

Some people may ask: "Since there are so many Ethereum L2s now, why use Plasma?"

From my perspective, the difference lies in verticalization vs. generalization.

General-purpose L2s are powerful, and any application can be built on top: DeFi, NFT, GameFi, SocialFi... anythingFi works. But because they need to be compatible with everything, it is difficult to optimize completely for "stablecoin micropayments" when it comes to fee models and performance tuning.

The approach of Plasma is more like: I am born for stablecoin payments, acquisition, and settlement. The resource allocation and optimization of the entire chain are designed around this.

It's a bit like buying a "video editing machine" for editing videos instead of throwing all the work into the same laptop and struggling. It’s not that general-purpose chains are bad; it’s just that Plasma has made itself a clear option—when your product’s core is stablecoin payments, you can choose a chain specifically tuned for this purpose.

@Plasma #Plasma $XPL

Sunday, as usual, there are no announced items. It is estimated that there will be an old currency raid in the afternoon. It is recommended to collect based on the situation; if there are enough 30U points, just quickly collect them in the first round.

Currently, although people are leaving Alpha one after another, the project and airdrop volume have decreased, and the threshold points still cannot drop much. Right now, everyone should try to maintain their points at the lowest cost, waiting for the market to warm up and become more lively later.

On the weekend, why not take out the games that haven't been completed and continue to push through, or go outside for a walk and soak up some sun? Don't worry about the market～ Wishing everyone a wonderful Sunday 💜

The Plasma official website has an important reminder: Plasma One is a financial technology service, not a bank; your assets are held in your own wallet, not in bank deposits.

I think this point is quite crucial because it directly involves two things:

- Benefits:

Your assets cannot be frozen at a bank's whim, nor will they suddenly disappear if a certain institution goes bankrupt, truly achieving "your private key, your assets."

- Risks:

Conversely, if you lose your recovery phrase, click on phishing links, or sign in unknown DApps carelessly, no one can "help you reissue your card" — you are your own last line of defense.

Plasma provides some security mechanisms in product design, such as biometric recognition, card freezing, notifications, etc., but the user's security habits are still key.

In this era of AI impersonation and rampant phishing sites, to enjoy the freedom of self-management, you must practice the basics — two-step verification, wallet segregation management, pause when seeing suspicious links, these are all more practical than any "god-level protection."

@Plasma #Plasma $XPL

【Binance Alpha Airdrop Roll Call】

The project GaiAl ($GAIX) announced today has raised a total of 5M, focusing on the AI rights track. It launched its testnet in September this year, claiming to have 400,000 users and 5 million pieces of work produced. However, the AI track is currently crowded, and this project is only available on Binance Alpha, with a high possibility of being controlled by the house, making it expected to be a small to medium gamble.

♡～●～○～♡～●～♡～○～●～♡～○

【Project Introduction】

🍇about GaiAi🍇

GaiAl is a decentralized creative AI agency dedicated to establishing a new model for on-chain visual creation, copyright ownership, and revenue sharing. In GaiAl, every image is an asset, every call is collaboration, and every share can generate revenue.