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$BTC is about to break through 80000 again
$ETH is about to break through 2500 again

Bitcoin and Ethereum just can't go down
Has the worst of the market already ended?

Mars Coin is indeed strong
When the bulls come and Mars pulls back, just go for it
The short-term hotspot is still there

Go long at the current price
Stop loss 0.17
Target 0.25
$MARSCOIN

Goldman Sachs predicts the RMB will appreciate by 3%-5% each year, and in five years it may rise to 5.5 against the U.S. dollar.

Please, stop rising! It’s one thing that BTC was cut in half over the past year, but holding USDT still lost 10%; going up and down like this is killing me.

I miss the days when U was still at 7.3. Doge Trump, give it some more effort.

It is not advisable to be short on MarsCoin. The launch of spot trading, such a major bullish catalyst, should have been priced in, but instead of dumping, it actually rose, which is itself very unusual.

Looking back at MarsCoin’s listing cycle: it was delayed for a long time, there was a wave of shakeouts in the middle when CZ made comments, another wave after the mistaken burning of MarsCoin incident, and then another shakeout before the bull run came first. After several rounds stacked together, retail holdings had already been cleaned out very thoroughly.

This time, derivatives and spot were launched simultaneously again, clearly making it a key asset Binance is pushing to counter Robinhood. In this context, going against the trend is likely to end badly.

Robinhood's memes are the biggest main theme of this bull market!

Yesterday I thought $PONS was going to pull back, but today it kept closing green. The consolidation at high levels is very stable, and at this pace it's highly likely to be heading toward a $1B market cap. It's been a long time since the on-chain market has seen a 10-billion-level low-cap token, and PONS is already the face of this round of on-chain bull market.

My $wallet market maker is also very strong, continuing to hit new highs today and breaking through 20 million. I'm already up more than 3x. I'm not asking for much; I'll be satisfied if it can get to over 100 million.

The old dragon one is $PONS, the dragon two come and go. For now, don’t go bottom-fishing the older dragon twos, except for a very few high-quality ones. The focus now is on the new batch of dragon twos:

$GRASS, a touch-grass style project. Trading tax is used to buy tokenized stocks and put them into the treasury. Players can earn corresponding stocks by checking in at locations (for example, checking in at a Tesla store to receive tokenized Tesla stock). The concept is somewhat similar to the old sneaker games, and it’s moderately decent.

$PARE, an RWA narrative; I already mentioned it last night. The concept is worth watching.

$ZZZ, related to the GMX team address. It can basically be understood as a coin issued by GMX, the GMX listed in Binance spot.

In addition, three projects that quickly reached 100M have recently appeared one after another: $JINQIAN, $MEME, and $SLINK. The first and third are basically scams; once in, there’s no return. The second is a bit better and rode the narrative to a fast run-up, but it still hasn’t held up.

So next, focus more on researching the second-wave行情 of the new dragon twos. It may be time to take a break from hunting new listings.

Brother Machi has gone long again, reopening a 10x leveraged $HYPE long. His overall position is now up to $147 million.

Among them, the ETH long is the largest, with 25x leverage and $100 million; BTC is 40x leveraged at $45.89 million; and this HYPE position is about $760,000. Overall, he is still sitting on an unrealized profit of about $300,000. All I can say is, this guy really dares to go big.

Only Robinhood could force Binance to list $MARS on spot.

At first, Binance put $PONS into Alpha in an attempt to end the rally, and many interpreted that as support for RH. That clearly comes from not understanding business warfare; in reality, it was just meant to annoy the competitor. This tactic was not used for the first time—Solana was suppressed the same way back then.

But this time it doesn’t work on RH, because RH has its own CEX and can list whatever it wants at any time. Capital has no loyalty, only a profit-seeking nature. The fact that RH can retain capital shows that it has formed its own capital stickiness and on-chain pricing power. The money doesn’t leave; it keeps rotating and compounding within the ecosystem.

The deeper the liquidity, the more it attracts devs, whales, and new projects, creating a positive cycle. The old playbook of simply draining liquidity no longer works on RH now.

The gap will definitely be filled, no need for much explanation. In the U.S. stock market, manufacturing and services are relatively strong. Although nonfarm payrolls are under pressure, it also shows that the AI industry is indeed providing a large number of jobs.

Next, even if interest rates are not cut, this gap of $SPY will most likely be filled. Many people ask why AI chips are still rising; it's just a rebound after the pressure, not a trend reversal.

Yesterday’s nonfarm payroll data dragged down the price action of Bitcoin and Ether, but there is no need to worry excessively.

On the technical side, the 2-day and 3-day charts are still maintaining a bullish structure, and around 78,500 is the nearest support; on the macro side, although the probability of a rate hike has risen somewhat, U.S. Treasury risk is also increasing at the same time. These two factors are pulling against each other, and the impact of U.S. Treasury risk is far greater than the rate hike itself.

Going forward, capital is likely to flow into safe-haven assets such as gold and Bitcoin, and Bitcoin’s “digital gold” attribute will become more prominent. While short-term rate hike expectations are rising, they are also intensifying hidden risks in U.S. Treasuries. Overall, both the short-term and long-term trends remain bullish.

The Bitcoin-to-gold ratio has now reached 18.17, setting a new high since January this year, meaning one BTC can be exchanged for over 18 troy ounces of gold.

Bitcoin and gold are rising in tandem, driven by similar underlying factors: market concerns about high government debt levels in various countries, with the likelihood that debt will be diluted through inflation and currency devaluation.

If even the carhead currency can’t hold up the BSC market momentum, then market attention has almost all been taken over by the RB track, and there are hardly any people left trying to set up positions in BSC 😅

Are you always in FOMO? Trading MEMEs in the morning, and trading GME in the afternoon.

Back then, GME and AMC were the two biggest meme-stock gods. With just the line, “What are you worried about?”, it directly ignited a 150-million-fast-track. Hungry capital surged in like crazy. The vibe—pure, no-doubt, early-stage bull frenzy energy.

But who would’ve thought that the strongest surge in this round of new-user acquisition was actually from a FOMO platform?

$SNDK Even if it’s going to fall, it may still first surge upward a bit before dropping.

It looks like the pullback has already ended, and it’s likely to continue rising.

On the Robinhood chain, making several million seems like it’s not that big of a deal.

One on-chain wallet left viewers baffled: with principal of just $2,900, it went all-in on $AI. In a little over a month, it reached up to a 345x return, with profit of about 6.73 million RMB. From entry to cashing out—just a little over a month 😳

Someone always says: “Everyone’s going to play U.S. stocks now—so why trade that crypto junk?”

Actually, the market always has cycles. Right now, capital is more interested in crypto. With fundamentals aligning with sentiment-driven speculation, the money-making effect is naturally stronger. Once crypto becomes integrated into mainstream finance, rotation patterns become even more obvious. This is exactly the stage where U.S. stocks’ AI sector is adjusting while crypto rebounds strongly.

There’s no need for a black-and-white mindset. Kids make choices; adults look only at where the money-making effect is stronger. If you need to embrace AI, embrace it. If you’re going to all-in on crypto, go all-in. Follow the hot money—don’t be a fence-sitter clinging to convenience. Where it’s easier to make money is where you should go. That’s the real answer.

Did the bull market drive the main index, or did the main index drive the bull market?

I took a look—Pons and Hype have both already hit new highs. In the next bull market, only altcoins that have real applications and deliver real returns will become the dominant ones, while those that just sell fantasies will gradually cool off.

Actually, this is a good thing. Low-quality coins get eliminated, and the market becomes healthier.

Gold ($XAU) continues to rebound, touched 4515, and currently, on the 1-hour and 2-hour timeframes, it has moved back above the MA250 moving averages. Tonight’s Non-Farm Payrolls (NFP) data will determine whether price continues to push higher or retraces and breaks below—just wait for the market to give the answer. For now, no gold trades will be made intraday.

The SNDK price action remains steady, still oscillating in a narrow range between slight gains and losses, making it suitable for light-position participation in short-term opportunities.