B策略
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B策略
复利之旅
USD1 Holder
Frequent Trader
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🔔 ByteDance launches the Seedance 2.5 model; SK Hynix jumps 30% to hit the daily limit, and South Korea’s KOSPI index posts its largest single-day closing gain in history
Michael Saylor: The goal is to push STRC to re-anchor around September 8; AI startup Simile completed a $200 million Series B round at a $2 billion valuation; Samsung Electronics is up nearly 27%; spot Bitcoin ETFs saw total net inflows of $233 million yesterday, with BlackRock’s IBIT leading at $183 million in net inflows
Another day when volatility teaches people a lesson; retail investors’ difficulties are only truly understood by themselves.
#BTC #加密货币 #热点速递 #Market analysis
Michael Saylor: The goal is to push STRC to re-anchor around September 8; AI startup Simile completed a $200 million Series B round at a $2 billion valuation; Samsung Electronics is up nearly 27%; spot Bitcoin ETFs saw total net inflows of $233 million yesterday, with BlackRock’s IBIT leading at $183 million in net inflows
Another day when volatility teaches people a lesson; retail investors’ difficulties are only truly understood by themselves.
#BTC #加密货币 #热点速递 #Market analysis
🔔 Wall Street is rushing into Ethereum, but has it turned into an orphaned asset for investors?
Although Ethereum is gaining accelerated recognition from Wall Street, why is the ETH price continuing to slump? A deep dive into institutional positioning, Vitalik’s upgrade roadmap, and underlying fundamental concerns
Markets never lack opportunities—the problem is having enough “ammo” and patience for yourself.
#Bitcoin #Crypto #行情分析 #quantitative strategy
Although Ethereum is gaining accelerated recognition from Wall Street, why is the ETH price continuing to slump? A deep dive into institutional positioning, Vitalik’s upgrade roadmap, and underlying fundamental concerns
Markets never lack opportunities—the problem is having enough “ammo” and patience for yourself.
#Bitcoin #Crypto #行情分析 #quantitative strategy
⚡ Who Is Hoarding Bitcoin? A Look at the Bitcoin Holdings of the Top 10 Listed Companies
The ten listed companies currently hold a total of over 1 million Bitcoins, and the gap between Wall Street winners and losers has never been this large
Watching from the sidelines is also a strategy—you don’t have to join every wave.
#比特币 #数字货币 #加密热点 #Market Update
The ten listed companies currently hold a total of over 1 million Bitcoins, and the gap between Wall Street winners and losers has never been this large
Watching from the sidelines is also a strategy—you don’t have to join every wave.
#比特币 #数字货币 #加密热点 #Market Update
🔔 Token killed the AI app
An AI video generation application is trapped in a “gross loss rate” dilemma: it burns 50 million to buy the Seedance 2.0 token, and reselling/cashing out has become the only way out—how can founders escape
👀 Follow the strategy and keep tracking the market
#Bitcoin #Crypto #行情分析 #quantitative strategy
An AI video generation application is trapped in a “gross loss rate” dilemma: it burns 50 million to buy the Seedance 2.0 token, and reselling/cashing out has become the only way out—how can founders escape
👀 Follow the strategy and keep tracking the market
#Bitcoin #Crypto #行情分析 #quantitative strategy
🔥 The U.S. CFTC proposes revisions to multiple regulatory rules, strengthening the management of conflicts of interest among affiliated entities
PANews, July 31—The U.S. Commodity Futures Trading Commission (CFTC) has issued a Notice of Proposed Rulemaking (NPRM). It is seeking public comments on proposed amendments to Parts 37, 38, and 39 of the CFTC Regulations, as well as Sections 1.52 and 1.55. The comment period will be 60 days after the notice is published in the Federal Register.
The purpose of these revisions is to address potential conflicts of interest arising from the growing interrelationships among regulated entities, including Derivatives Clearing Organizations (DCOs), Designated Contract Markets (DCMs), Swap Execution Facilities (SEFs), Futures Commission Merchants (FCMs), and market makers.
CFTC Chairman Michael S. Selig said the new rules will establish a principles-based regulatory framework for vertically integrated market structures, supporting innovation in the U.S. derivatives market while safeguarding market integrity.
👀 Watch the strategy and keep tracking the market
#比特币 #数字货币 #加密热点 #Market dynamics
PANews, July 31—The U.S. Commodity Futures Trading Commission (CFTC) has issued a Notice of Proposed Rulemaking (NPRM). It is seeking public comments on proposed amendments to Parts 37, 38, and 39 of the CFTC Regulations, as well as Sections 1.52 and 1.55. The comment period will be 60 days after the notice is published in the Federal Register.
The purpose of these revisions is to address potential conflicts of interest arising from the growing interrelationships among regulated entities, including Derivatives Clearing Organizations (DCOs), Designated Contract Markets (DCMs), Swap Execution Facilities (SEFs), Futures Commission Merchants (FCMs), and market makers.
CFTC Chairman Michael S. Selig said the new rules will establish a principles-based regulatory framework for vertically integrated market structures, supporting innovation in the U.S. derivatives market while safeguarding market integrity.
👀 Watch the strategy and keep tracking the market
#比特币 #数字货币 #加密热点 #Market dynamics
🔥 SK Group chairman Choi Tae-won buys 3,600 shares of SK Hynix
PANews July 30, according to a report by Cailian She, SK Group chairman Choi Tae-won bought 3,600 shares of SK Hynix. Based on SK Hynix’s closing price of $920 today, the value is approximately $3.31 million
🤔 Do you think this trend will continue?
#比特币 #数字货币 #加密热点 #Market Dynamics
PANews July 30, according to a report by Cailian She, SK Group chairman Choi Tae-won bought 3,600 shares of SK Hynix. Based on SK Hynix’s closing price of $920 today, the value is approximately $3.31 million
🤔 Do you think this trend will continue?
#比特币 #数字货币 #加密热点 #Market Dynamics
⚡ Daily Paper | Crypto venture capital active institutions fall to 150, the lowest since 2020; xAI officially releases the Grok 4.5 model
US SEC Chair: If the Clarity Act fails, the SEC will set crypto rules on its own; Robinhood’s Q2 forecast for prediction market revenue is $156 million, surpassing crypto and stock trading; Aave will eliminate 50 low-adoption asset reserves and shut down deployments on 6 chains
📈 Discuss your thoughts in the comments
#BTC #加密货币 #热点速递 #Market Analysis
US SEC Chair: If the Clarity Act fails, the SEC will set crypto rules on its own; Robinhood’s Q2 forecast for prediction market revenue is $156 million, surpassing crypto and stock trading; Aave will eliminate 50 low-adoption asset reserves and shut down deployments on 6 chains
📈 Discuss your thoughts in the comments
#BTC #加密货币 #热点速递 #Market Analysis
📡 Observing Data from the Six Major Encrypted Header Protocols: Revenue Keeps Growing—Why Aren’t Token Prices Rising?
In the first half of 2026, crypto protocol revenues reached $7.42 billion, yet most tokens fail to outperform fundamentals.
This article breaks down the revenue sources, distribution mechanisms, and token release pressures of six leading protocols such as Hyperliquid and PumpFun. It reveals the core logic of why high revenue doesn’t necessarily translate into token price gains—helping holders identify the truly value-capturing tokens
🤔 Do you think this trend will continue?
#比特币 #数字货币 #加密热点 #Market Dynamics
In the first half of 2026, crypto protocol revenues reached $7.42 billion, yet most tokens fail to outperform fundamentals.
This article breaks down the revenue sources, distribution mechanisms, and token release pressures of six leading protocols such as Hyperliquid and PumpFun. It reveals the core logic of why high revenue doesn’t necessarily translate into token price gains—helping holders identify the truly value-capturing tokens
🤔 Do you think this trend will continue?
#比特币 #数字货币 #加密热点 #Market Dynamics
📊 Real Vision founder: When the market is more pessimistic, you need to see the truth clearly; the long-term logic of the crypto industry has never broken
The current market is pessimistic, but the business cycle has already bottomed out and the long-term logic remains unchanged. How to overcome the cycle: hold long term, cut out the noise; history’s patterns repeat, and quality assets will ultimately outperform
👀 Follow the strategy and keep tracking the market
#加密市场 #区块链 #BTC行情 #Hotspot tracking
The current market is pessimistic, but the business cycle has already bottomed out and the long-term logic remains unchanged. How to overcome the cycle: hold long term, cut out the noise; history’s patterns repeat, and quality assets will ultimately outperform
👀 Follow the strategy and keep tracking the market
#加密市场 #区块链 #BTC行情 #Hotspot tracking
⚡ Wall Street Morning News: The Fed holds steady, the Nasdaq suffers a 6-day decline; storage stocks fall for a 4th straight day, and Philadelphia semiconductor stocks drop nearly 30% from their recent peak
AI hardware is once again hit by large-scale sell-offs; AI software and energy sectors hold up relatively better. The technology sector sees short-sellers selling at the largest scale since 2016.
The Dow posts its biggest drop in 15 months, the 30-year yield hits the highest level in 19 years. The VIX jumps 13.45% in a single day to 20.66, sliding into the fear range. The Fed’s three dissenting votes vote to raise rates. Wosch tells investors to judge the direction of interest rates for themselves based on the data, and to pay attention to the impact of the AI industry on inflation
⚡ How would you trade this level?
#Bitcoin #Crypto #行情分析 #Quantitative Strategy
AI hardware is once again hit by large-scale sell-offs; AI software and energy sectors hold up relatively better. The technology sector sees short-sellers selling at the largest scale since 2016.
The Dow posts its biggest drop in 15 months, the 30-year yield hits the highest level in 19 years. The VIX jumps 13.45% in a single day to 20.66, sliding into the fear range. The Fed’s three dissenting votes vote to raise rates. Wosch tells investors to judge the direction of interest rates for themselves based on the data, and to pay attention to the impact of the AI industry on inflation
⚡ How would you trade this level?
#Bitcoin #Crypto #行情分析 #Quantitative Strategy
⚡ South Korea’s Deputy Prime Minister: Digital asset tax will be implemented as scheduled in 2027; if necessary, additional improvements will be made
PANews July 30 report, citing DigitalAsset: South Korea’s Deputy Prime Minister and Minister of Planning and Finance, Koo Yun-cheol, said during a plenary meeting of the National Assembly’s Budget and Economic Planning Committee that taxation of digital assets will be implemented as planned on January 1, 2027, and that the system may be further supplemented and improved if necessary thereafter.
Under the current Income Tax Act, the portion of digital asset transaction income exceeding 2.5 million won will be subject to a 20% tax rate (including local tax, up to a maximum of 22%). The measure was originally set to be implemented in 2022, but has been postponed three times due to insufficient infrastructure and other reasons.
In response to concerns raised by People Power Party lawmaker Kim Sang-hoon that not applying loss carryforward deductions could lead to a decline in domestic demand and capital outflows, Koo said that stock investments likewise do not qualify for loss carryforward deductions, and that after taxation is introduced, the system can be reviewed and improved at any time.
💬 What do you think? Feel free to discuss
#比特币 #数字货币 #加密热点 #Market trends
PANews July 30 report, citing DigitalAsset: South Korea’s Deputy Prime Minister and Minister of Planning and Finance, Koo Yun-cheol, said during a plenary meeting of the National Assembly’s Budget and Economic Planning Committee that taxation of digital assets will be implemented as planned on January 1, 2027, and that the system may be further supplemented and improved if necessary thereafter.
Under the current Income Tax Act, the portion of digital asset transaction income exceeding 2.5 million won will be subject to a 20% tax rate (including local tax, up to a maximum of 22%). The measure was originally set to be implemented in 2022, but has been postponed three times due to insufficient infrastructure and other reasons.
In response to concerns raised by People Power Party lawmaker Kim Sang-hoon that not applying loss carryforward deductions could lead to a decline in domestic demand and capital outflows, Koo said that stock investments likewise do not qualify for loss carryforward deductions, and that after taxation is introduced, the system can be reviewed and improved at any time.
💬 What do you think? Feel free to discuss
#比特币 #数字货币 #加密热点 #Market trends
🔔 Bear Market Survival Guide: Preserve Principal and Accumulate Options
How to preserve your principal in a bear market. On-chain data reveals Bitcoin drawdown patterns; earn interest on stablecoins plus systematic DCA as an accumulator to outperform the cycle; MVRV signals to guide when to add positions—an actionable step-by-step playbook
🤔 Do you think this trend will continue?
#Bitcoin #Crypto #行情分析 #Quant Strategy
How to preserve your principal in a bear market. On-chain data reveals Bitcoin drawdown patterns; earn interest on stablecoins plus systematic DCA as an accumulator to outperform the cycle; MVRV signals to guide when to add positions—an actionable step-by-step playbook
🤔 Do you think this trend will continue?
#Bitcoin #Crypto #行情分析 #Quant Strategy
🔥 Robinhood’s Q2 forecast market revenue hits $156 million, surpassing crypto and stock trading
PANews July 30 reports, citing The Block, that Robinhood’s Q2 forecast market revenue surpassed that of crypto and stock trading, helping total trading revenue grow 44% year over year to $776 million.
Specifically, event contract revenue was $156 million; crypto trading revenue was $100 million (down 38% year over year); and stock trading revenue was $129 million.
Robinhood’s total net revenue in Q2 grew 32% year over year to $1.31 billion, while net profit rose 48% year over year to $573 million. Crypto nominal trading volume was $40 billion (including Bitstamp’s $22 billion).
Robinhood entered the prediction market in October 2024. It launched the Prediction Market Center in March, and rolled out the CFTC-licensed exchange Rothera in June.
🤔 Do you think this trend will continue?
#Bitcoin #Crypto #行情分析 #quantitative strategy
PANews July 30 reports, citing The Block, that Robinhood’s Q2 forecast market revenue surpassed that of crypto and stock trading, helping total trading revenue grow 44% year over year to $776 million.
Specifically, event contract revenue was $156 million; crypto trading revenue was $100 million (down 38% year over year); and stock trading revenue was $129 million.
Robinhood’s total net revenue in Q2 grew 32% year over year to $1.31 billion, while net profit rose 48% year over year to $573 million. Crypto nominal trading volume was $40 billion (including Bitstamp’s $22 billion).
Robinhood entered the prediction market in October 2024. It launched the Prediction Market Center in March, and rolled out the CFTC-licensed exchange Rothera in June.
🤔 Do you think this trend will continue?
#Bitcoin #Crypto #行情分析 #quantitative strategy
📊 Solana policy institute urges the Senate to vote on the Clarity Act crypto bill as soon as possible
PANews July 29: According to The Block, the U.S. Solana Policy Institute sent a letter to bipartisan Senate leaders, urging them to move the Clarity Act digital assets bill into the voting process before the legislative window closes in early August.
The bill is intended to provide regulatory clarity for U.S. crypto developers, institutions, and consumers, and—through the Blockchain Regulatory Certainty Act—create a “non-money transmission” safe harbor for non-custodial software developers.
The latest Republican version also adds ethical provisions prohibiting federal public officials and their spouses from issuing or sponsoring digital assets; the relevant provisions are set to expire on January 20, 2029. SPI says the bill would help prevent regulators and criminal law enforcement from “overreaching” against software developers, and maintain momentum for building in the United States.
⚡ How do you operate at this point?
#Bitcoin #Crypto #行情分析 #quantitative strategy
PANews July 29: According to The Block, the U.S. Solana Policy Institute sent a letter to bipartisan Senate leaders, urging them to move the Clarity Act digital assets bill into the voting process before the legislative window closes in early August.
The bill is intended to provide regulatory clarity for U.S. crypto developers, institutions, and consumers, and—through the Blockchain Regulatory Certainty Act—create a “non-money transmission” safe harbor for non-custodial software developers.
The latest Republican version also adds ethical provisions prohibiting federal public officials and their spouses from issuing or sponsoring digital assets; the relevant provisions are set to expire on January 20, 2029. SPI says the bill would help prevent regulators and criminal law enforcement from “overreaching” against software developers, and maintain momentum for building in the United States.
⚡ How do you operate at this point?
#Bitcoin #Crypto #行情分析 #quantitative strategy
📡 How does the Iran conflict affect oil prices, the stock market, and Bitcoin? Understand cross-asset linkages through one transmission chain
The Iran conflict triggers market turbulence, causing oil, stocks, and Bitcoin to move in sync. The fall in oil prices reflects a rise in risk-off sentiment, while changes in inflation expectations and liquidity affect asset pricing. The article analyzes how geopolitical risk impacts the direction of financial markets through a transmission chain
⚡ How would you trade at this point?
#Bitcoin #Crypto #行情分析 #quantitative strategy
The Iran conflict triggers market turbulence, causing oil, stocks, and Bitcoin to move in sync. The fall in oil prices reflects a rise in risk-off sentiment, while changes in inflation expectations and liquidity affect asset pricing. The article analyzes how geopolitical risk impacts the direction of financial markets through a transmission chain
⚡ How would you trade at this point?
#Bitcoin #Crypto #行情分析 #quantitative strategy
📡 South Korea holds emergency meeting to respond to stock market plunge as controversy over leveraged ETFs continues to escalate
PANews July 29 reports, citing Jin10, that South Korean authorities will hold an emergency meeting on Wednesday evening to discuss recent severe stock market volatility and measures to stabilize the market.
The meeting will begin at 6:00 p.m. local time (17:00 Beijing time) and will be chaired by Minister of Finance Koo Yun-cheol, with heads of South Korea’s major financial regulatory bodies attending in full. On the same day, the South Korean National Assembly will hold a hearing on the recent significant downward trend in the stock market.
Several lawmakers attribute part of the market’s sharp drop to a single stock leveraged ETF launched in May this year.
At the hearing, Koo Yun-cheol apologized, acknowledging that regulators should have conducted more thorough assessments before the product was rolled out. However, he maintains that leveraged ETFs are only one of several factors contributing to the recent market turmoil.
He said, “We have already implemented a series of response measures, but if necessary, we will take further action to help the market return to normal.”
🤔 Do you think this trend will continue?
#比特币 #数字货币 #加密热点 #Market Update
PANews July 29 reports, citing Jin10, that South Korean authorities will hold an emergency meeting on Wednesday evening to discuss recent severe stock market volatility and measures to stabilize the market.
The meeting will begin at 6:00 p.m. local time (17:00 Beijing time) and will be chaired by Minister of Finance Koo Yun-cheol, with heads of South Korea’s major financial regulatory bodies attending in full. On the same day, the South Korean National Assembly will hold a hearing on the recent significant downward trend in the stock market.
Several lawmakers attribute part of the market’s sharp drop to a single stock leveraged ETF launched in May this year.
At the hearing, Koo Yun-cheol apologized, acknowledging that regulators should have conducted more thorough assessments before the product was rolled out. However, he maintains that leveraged ETFs are only one of several factors contributing to the recent market turmoil.
He said, “We have already implemented a series of response measures, but if necessary, we will take further action to help the market return to normal.”
🤔 Do you think this trend will continue?
#比特币 #数字货币 #加密热点 #Market Update
📡 a16z-linked entities are suspected of restarting their accumulation of $7.335 million HYPE
PANews, July 29: According to on-chain analyst Ai Yi, a16z-linked entities appear to have resumed accumulating HYPE after seemingly multiple rounds of selling it off.
Over the past 8 hours, a total of 132.05665 thousand HYPE tokens were withdrawn from major exchanges, worth $7.335 million, with an average withdrawal price of $55.54. Since July 15, the same address has cumulatively transferred 398,000 HYPE tokens to exchanges (approximately $24.89 million).
📈 Discuss your thoughts in the comments
#Bitcoin #Crypto #行情分析 #quantitative strategy
PANews, July 29: According to on-chain analyst Ai Yi, a16z-linked entities appear to have resumed accumulating HYPE after seemingly multiple rounds of selling it off.
Over the past 8 hours, a total of 132.05665 thousand HYPE tokens were withdrawn from major exchanges, worth $7.335 million, with an average withdrawal price of $55.54. Since July 15, the same address has cumulatively transferred 398,000 HYPE tokens to exchanges (approximately $24.89 million).
📈 Discuss your thoughts in the comments
#Bitcoin #Crypto #行情分析 #quantitative strategy
🔔 Ethereum Layer 2 TVL drops to $5 billion, the lowest level since 2023
PANews July 29 news, citing The Block, reports that the total value locked (TVL) in Ethereum Layer 2 networks has fallen to around $5 billion, the lowest level since 2023. It has nearly erased the growth brought by the launch of L2s such as Optimism, Arbitrum, and ZKsync in 2024.
Optimistic Rollups like Optimism, Base, and Arbitrum still dominate TVL, together totaling about $4.8 billion, accounting for 96% of the total.
The decline in TVL is moving in tandem with Ethereum’s own struggles—since the beginning of the year, the Ethereum Foundation has lost multiple senior leaders, including co-executive directors and staff layoffs.
🤔 Do you think this trend will continue?
#加密市场 #区块链 #BTC行情 #热点追踪
PANews July 29 news, citing The Block, reports that the total value locked (TVL) in Ethereum Layer 2 networks has fallen to around $5 billion, the lowest level since 2023. It has nearly erased the growth brought by the launch of L2s such as Optimism, Arbitrum, and ZKsync in 2024.
Optimistic Rollups like Optimism, Base, and Arbitrum still dominate TVL, together totaling about $4.8 billion, accounting for 96% of the total.
The decline in TVL is moving in tandem with Ethereum’s own struggles—since the beginning of the year, the Ethereum Foundation has lost multiple senior leaders, including co-executive directors and staff layoffs.
🤔 Do you think this trend will continue?
#加密市场 #区块链 #BTC行情 #热点追踪
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