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Just now Binance launched 0G, let's talk about 0G, and the recent Binance contracts

Recently, Binance contracts included AVNT, OPEN, 0G, etc.

I don't know if everyone has noticed, but recently, Binance's spot market has been rising

The situation where contracts previously dropped sharply after being listed no longer exists

So on the day 0G was listed, I advise everyone not to short it

Moreover, 0G is the first coin to implement micro-strategies before being listed, so the probability of it being pumped in the early stage is very high

In addition, 0G has been listed on major exchanges like UPbit and Binance

There should be a lot of hot topics for speculation soon

Let me tell you what time period is suitable for shorting this coin

Around October 15th, 0G will start unlocking tokens

After October 15th, shorting should be fine, but don't think about it now

AI narrative + micro-strategies + major achievements, Buff is fully stacked

By the way, I also have 0G's NFT, is this thing worth money now? $0G

$MYX
The team can eat freely.

The Federal Reserve suddenly changes its mind, rumors of a rate cut in December are rampant, retail investors in the crypto world should stay vigilant and not be harvested like leeks!

JPMorgan insisted a week ago that there would be no rate cuts this year, but now they've made a 180-degree turn, claiming the Federal Reserve will take action in December. The speed of this flip is even more exaggerated than the crypto K-line charts. However, don’t rush to celebrate that a bull market is coming; Wall Street's 'script murder' is beginning again. The president of the New York Federal Reserve is signaling dovishness, and institutions already knew the economy was struggling, but waited for the employment data to disappoint before changing their tune. This is clearly a game of expectation management, aiming to buy in at low prices. When the September employment data was released, BTC plummeted instantly, serving as a cautionary tale.

Moreover, a rate cut may not necessarily signal a bull market. Historical data shows that after the Federal Reserve's first rate cut in 2019, BTC fell by 20%. When the good news is fully priced in, it becomes bad news. Currently, the market has already inflated rate cut expectations. When the official announcement comes, institutions might collectively sell off. Don't wait until the news breaks to chase; instead, focus on on-chain data to see if there are any movements in whale wallets. This is the approach of smart investors.

Excess profits come from huge divergences.

Timing for building positions during huge divergences:
➠ Crash (-30 to -50%)
➠ Fear Index < 10
➠ Influencers are collectively bearish
➠ Liquidations > 1 billion
➠ Media mocks BTC/ETH to zero
➠ Needle injection

The more conditions met, the more profit. Bought the dip at $

Stablecoins have a considerable depth of moat

In my personal opinion, stablecoins are very similar to social media

Although there are now hundreds of types of stablecoins

USDT & USDC still account for 90% of the total market value ​​​$USDT

Stablecoins, are they really stable?

In fact, stablecoins can be divided into four categories:
1. Fiat-collateralized, such as USDT and USDC, supported by an equivalent amount of US dollars or highly liquid fiat assets;
2. Crypto-collateralized, like DAI, which locks up digital assets such as ETH through smart contracts as collateral;
3. Algorithmic stablecoins, which rely on algorithms to adjust market circulation to maintain price, with higher risks;
4. Commodity-collateralized, such as PAXG, which is linked to physical gold, with 1 coin corresponding to 1 ounce of gold.

Not all of the above four categories are stable, as the underlying collateral may not be stable, so we cannot say that "stablecoins are all stable."

However, both fiat currencies and gold will fluctuate, and stablecoins are certainly no exception. So which stablecoin is relatively stable? Let's rank them:

Stability:
Fiat-collateralized stablecoins (USD/CNY) > Commodity-collateralized (gold) > Crypto-collateralized (digital assets like ETH) > Algorithmic stablecoins

In short, it still depends on whether the collateral behind the stablecoin is stable, as well as whether the regulation behind it is strict. The stability of the collateral behind the stablecoin essentially represents the stability of that stablecoin.

The first batch of pilot stablecoins in Hong Kong is based on the most stable fiat-collateralized stablecoins, and JD.com and Ant Group have applied to enter the market.

The requirements for entering the market are also very high:

1:1 fiat reserve requirement:
- All issuers of Hong Kong dollar stablecoins must maintain a 100% equivalent fiat reserve, meaning "for every stablecoin issued, an equivalent amount of Hong Kong dollars must be deposited"
- Reserve assets are limited to cash, Hong Kong dollar/USD government bonds, central bank deposits, and other highly liquid low-risk assets, independently custodied by licensed banks in Hong Kong
- An executable 1:1 redemption mechanism must be provided, allowing users to convert stablecoins back to fiat at face value at any time

Strict capital and compliance thresholds:
- Non-bank applicants must have a paid-in capital of 25,000,000 HKD to ensure financial strength and risk resistance capability
- Issuing institutions must be registered companies in Hong Kong or recognized foreign financial institutions with a physical presence in Hong Kong
- Implement "atomic-level compliance": KYC real-name verification, transaction record retention (for over 5 years), AML/CFT anti-money laundering measures

In summary: Hong Kong stablecoins = fiat-collateralized stablecoins (HKD/USD as the anchor) + licensed financial institutions issuing + strict regulation by the Monetary Authority

Hong Kong stablecoins are truly stable.

There are two weeks until the next FOMC meeting.
In the past few weeks, the likelihood of another 25 basis point rate cut was basically fifty-fifty.
But now the probability of a rate cut has exceeded 80%.
This is because several Federal Reserve officials made dovish comments last week, changing market expectations.
We also expect to hear Trump announce a new Federal Reserve Chair nominee before Christmas.
The currently most popular candidate is Hassett, who is a big dove and also a supporter of the cryptocurrency field.

BTC has a very clear liquidity distribution within this price range.
After experiencing continuous and large-scale selling 1-2 weeks ago, a large amount of liquidity has accumulated in the $97K-$98K area.
This has led to a series of slightly lower highs, forming a huge liquidity zone.
The $97K-$98K area is also consistent with a noticeable horizontal price line.
So overall, this is a good area worth paying attention to. ​​​$BTC

The net inflow on the first day of the DOGE spot ETF was only $1.8 million, and it was only $2.16 million on the second day, with a significant portion of that being large holders transferring their off-exchange positions for arbitrage. The actual incremental funds and trading volume are far below market expectations, and the level of quietness is somewhat beyond imagination.
Why is this happening? The reason is quite straightforward: the applicants lack sufficient credibility.
The inflow at the launch of an ETF can essentially be understood as a top-tier endorsement.
Bitcoin has support from BlackRock and Fidelity, while Ethereum is backed by VanEck and Grayscale, naturally attracting market attention; however, the issuers of these DOGE ETFs (like Rex, 21Shares, etc.) have limited influence in traditional finance, so institutions and retail investors are not in a hurry to buy in.

Currently, there are only a few sporadic applications, and the pressure of multiple top-tier asset managers collectively standing behind it has not formed.
Only when giants like Fidelity, ARK, or Invesco join the DOGE ETF application camp will it truly ignite market sentiment.

However, I remain optimistic about the future trend of the DOGE ETF for three reasons: historical patterns: BTC ETFs and ETH ETFs experienced a period of initial coolness followed by a surge in the first week of listing, even showing short-term declines before starting a main rally;
DOGE itself has cultural symbols that other altcoins cannot replicate, along with Musk's endorsement as a dual moat. Once more leading institutions enter the scene, the narrative switch will happen very quickly;
I believe the current cold start of Dogecoin is precisely squeezing out the false inflows. When the real incremental funds come in the future, the explosive power will be even stronger! $DOGE

From the current market sentiment and capital behavior, most have completely turned bearish:
Altcoins are viewed with extreme skepticism, small retail investors either cut losses and exit or are tightly trapped by various garbage coins and MEMEs; mainstream coins, on the other hand, are avoided. The phenomenon of capital layering is very evident: small capital players still prefer low market cap altcoins and MEMEs, hoping to get rich overnight, while large capital players only recognize a few top coins like BTC, ETH, and BNB;
The result is that those mainstream coins in the middle layer, with fundamentals, ETFs, and a market cap of 5-30 billion have become a double vacuum: small investors don't like to touch them, and large players currently overlook them.

However, it is precisely this extreme vacuum that creates the best opportunity for low-position layouts. The reason is simple: these coins generally already have or are about to have spot ETF endorsements. Once sentiment reverses, at that time institutions and media will only need to say, "These are the truly regulated and long-term valuable assets," and retail investors will frantically re-enter;
Moreover, these mainstream coins with ETFs have a large enough market cap, excellent liquidity, and are relatively clean, fully aligning with the operational preferences of institutions and market makers, making entry and exit extremely convenient. At that time, the situation will definitely reverse and directly surge! $BTC

Tom Lee Revises Bitcoin Target Prediction: $250,000 Viewpoint Shelved, Year-End Focus Shifts to Breaking $100,000
Tom Lee, co-founder of Fundstrat Global Advisors, who has made bold price predictions multiple times, recently publicly revised his expectations for Bitcoin's year-end performance.
In a recent interview with CNBC, he no longer insists on his well-known prediction that "Bitcoin will reach $250,000 by the end of 2025," and instead stated that Bitcoin is "very likely to break $100,000 before the end of the year," and could even surpass the historical high since October of this year.
This statement comes against the backdrop of a sustained weakness in the Bitcoin market recently. Market data shows that since mid-October, Bitcoin has been in a downward trend, falling below the $90,000 mark for several consecutive days.
This short-term weakness contrasts with historical seasonal patterns. According to CoinGlass data, November has typically been the month with the strongest average performance for Bitcoin since 2013, but the market's performance this month deviates from historical trends.
However, Lee still has expectations for the year-end performance, noting that Bitcoin's annual gains are often concentrated within a very few trading days, and this asset typically only requires 10 days each year to complete a price fluctuation. $BTC

Bitcoin will continue to operate within the rising channel in the short term, with a focus still on going long.

Don't fantasize about shorting; the current situation makes shorting an unrealistic idea. If you want to gamble on a short, you will only be beaten for nothing.

Bitcoin is looking for support from the channel at 90000 and 90200 to go long, with a target of 94000.

Japanese media cited a report from the Wall Street Journal, stating that Trump suggested Sanae Takachiho not to provoke China during a phone call on November 25.

U.S. and Japanese officials said that Trump's suggestion was quite mild and did not pressure Takachiho to retract her controversial remarks.

The Wall Street Journal also quoted an American source saying that Trump understands the political difficulties Takachiho faces domestically and is aware that she may not be able to fully retract her provocative statements.

Ethereum's market situation yesterday goes without saying, there was no profit!

Currently, Ethereum has broken through the downward channel of the main trend, and the A wave is almost completed.

Now we are also experiencing a B wave rebound. During the B wave rebound, we can see that the highs are getting higher and the lows are also getting higher, which is a typical oscillating upward trend.

Intra-day operations around 2970-3000, target 3100-3170$ETH

NASDAQ-listed Bitcoin mining company CleanSpark released its 2025 financial report. As of September 30, the company's total revenue was $766.3 million, a year-on-year increase of 102.2%, with a net profit of $364.5 million.

CleanSpark holds approximately 13,011 Bitcoins, with a holding market value of about $1.2 billion, as well as $43 million in cash, mining assets worth approximately $950 million, and $1 billion in operating funds.

BTC is currently reported at around 91400, with a daily increase of 4.7%, successfully standing firm at the 90,000 mark. Previously rebounded from a low of 81,000, with three consecutive daily bullish candles and a bullish engulfing on the 4-hour candlestick, trading volume has also increased, indicating strong upward momentum.

On the technical side, the MACD histogram remains positive, the RSI has recovered after being oversold, with the added benefit of the Federal Reserve's rate cut probability rising to 84.9% in December, and institutions positioning against the trend, supporting its push towards the resistance level of 93,000. Attention should be paid to selling pressure in the 89,000-90,000 range.

90,000-910000 is a key level; defend at 89,500, target 94,000.

The market's expectations for the Federal Reserve to cut interest rates in December are growing stronger. According to CCTV Finance, CME Federal Funds Rate futures data shows that the market bets on a 25 basis point rate cut in December, with the probability soaring from about 40% a week ago to over 80% overnight.

The latest CME "FedWatch" tool shows that the probability of a 25 basis point rate cut in December has reached 84.9%, while the probability of keeping the rate unchanged is only 15.1%.

In addition, the market expects that by January next year, the cumulative probability of a 25 basis point rate cut will be 66.4%, the probability of a 50 basis point rate cut will be 22.6%, and the probability of keeping the rate unchanged is only 11.1%. This indicates that investors generally believe that the Federal Reserve will begin a rate cut cycle before the end of the year.

Since the listing of the Solana spot ETF in July this year, the market performance has far exceeded expectations!
As of November 27, the cumulative capital inflow of the SOL spot ETF has reached $613 million, and amidst a backdrop of over $1.2 billion net outflow from Bitcoin ETFs and about $680 million net outflow from Ethereum ETFs in November, the SOL spot ETF has managed to maintain a net inflow for more than 20 consecutive days.
This indicates that institutional funds have slowly shifted from the already fully priced "safe-haven assets" (BTC) and "mature assets" (ETH) to "Beta assets" (SOL) that still possess high growth elasticity and valuation recovery potential.
Currently, the average daily inflow of the Solana ETF accounts for over 38% of the total market inflow of crypto ETFs, far exceeding its market capitalization share (about 11%), which also shows that the willingness of institutions to increase their positions is still accelerating.
Moreover, since ETFs require purchasing a large amount of SOL spot and locking it for staking, this will periodically reduce the supply of SOL available in the market. $SOL

Texas Breaking the Ice: $5 million 'leading' the strategic Bitcoin reserves of U.S. states
Lee Bratcher, president of the Texas Blockchain Association, announced that the state has officially launched a Bitcoin reserve program and has completed the first purchase of $5 million worth of BlackRock Bitcoin Spot ETF $BitcoinETF-iShares (IBIT.US)$ . At this moment, the cold market sentiment seems to have heard the crisp echo of the ice cracking. $BTC

Data: Over the past 30 days, the inflow of BTC whale funds to Binance reached $7.5 billion, the highest level in a year.

On-chain analysts indicate that recent data shows that over the past 30 days, the inflow of BTC whale funds to Binance reached $7.5 billion, the highest level in a year. The current surge in inflows resembles patterns observed during previous periods of high market volatility (such as March 2025), when the price of Bitcoin fell from around $102,000 to a low of $70,000. In these situations, whales typically transfer funds to exchanges during market downturns to realize profits or manage risks. Given that the 30-day inflow metric is still rising, current data does not yet indicate that selling pressure has stabilized.

For investors, this primarily means that risk areas have not been fully resolved. Large inflows to exchanges often act as a barometer of pressure: they indicate that funds are being mobilized but do not necessarily predict when a trend reversal will occur. In previous similar periods, the market typically took about a month to find a local bottom. $BTC