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The "Stablecoin Double Storm Eye" Between Hong Kong and the Mainland
In recent days, everyone should have seen the discussions about "Hong Kong plans to delist USDT, and the Mainland's zero-tolerance policy on stablecoins":
On one side, the Mainland has cracked down on over 300 stablecoin-related cases from January to October, intercepting more than 12,000 suspicious transactions, essentially sealing off the channel for using stablecoins for cross-border money laundering;
On the other side, Hong Kong is considering gradually replacing the existing USDT under a locally licensed stablecoin framework, shifting towards a more easily regulated issuance model.
Despite being stablecoins, their fates are completely different in different regions:
Some see it as payment infrastructure, while others view it as a financial security risk.
This game over "who gets to define money" is far from over.
#稳定币风暴
In recent days, everyone should have seen the discussions about "Hong Kong plans to delist USDT, and the Mainland's zero-tolerance policy on stablecoins":
On one side, the Mainland has cracked down on over 300 stablecoin-related cases from January to October, intercepting more than 12,000 suspicious transactions, essentially sealing off the channel for using stablecoins for cross-border money laundering;
On the other side, Hong Kong is considering gradually replacing the existing USDT under a locally licensed stablecoin framework, shifting towards a more easily regulated issuance model.
Despite being stablecoins, their fates are completely different in different regions:
Some see it as payment infrastructure, while others view it as a financial security risk.
This game over "who gets to define money" is far from over.
#稳定币风暴
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CZ wants to turn the United States into the "Capital of Crypto"
The story here is quite eye-catching: during a media interview, CZ said:
After receiving a presidential pardon from the United States, he plans to help the U.S. regain its leadership in the digital asset space, hoping to make the United States a true "global crypto capital."
There are several key points behind this statement:
On one hand, Binance's layout in the U.S. market may accelerate again under a compliance framework;
On the other hand, the internal attitude towards crypto in the U.S. is wavering between "regulatory risk" and "innovation opportunities."
If we were to write the past few years of the crypto industry as a series,
this segment could probably be titled——
"From the besieged exchange founder to stepping back into the spotlight."
#圈内人物故事
The story here is quite eye-catching: during a media interview, CZ said:
After receiving a presidential pardon from the United States, he plans to help the U.S. regain its leadership in the digital asset space, hoping to make the United States a true "global crypto capital."
There are several key points behind this statement:
On one hand, Binance's layout in the U.S. market may accelerate again under a compliance framework;
On the other hand, the internal attitude towards crypto in the U.S. is wavering between "regulatory risk" and "innovation opportunities."
If we were to write the past few years of the crypto industry as a series,
this segment could probably be titled——
"From the besieged exchange founder to stepping back into the spotlight."
#圈内人物故事
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If the past few years of the cryptocurrency industry were made into a drama, this Binance Blockchain Week in Dubai could be seen as the opening of a new season:
The main storyline of the previous season revolved around exchange upheavals, regulatory events, and the switching between bull and bear markets;
This season's protagonists have changed to 'nations, institutions, and compliant Web3'.
On the same stage, you can see:
Officials discussing the 'digital economy national strategy';
Fund managers coming from the traditional financial world;
Entrepreneurs who still insist on developing products on public chains, L2, and stablecoins.
Everyone's common question has become:
"If digital assets are really going to mainstream in the next ten years, what will they look like?"
The story is still being written, but one thing is certain —
The era solely relying on emotions and FOMO is slowly fading away.
#迪拜币安区块链周
The main storyline of the previous season revolved around exchange upheavals, regulatory events, and the switching between bull and bear markets;
This season's protagonists have changed to 'nations, institutions, and compliant Web3'.
On the same stage, you can see:
Officials discussing the 'digital economy national strategy';
Fund managers coming from the traditional financial world;
Entrepreneurs who still insist on developing products on public chains, L2, and stablecoins.
Everyone's common question has become:
"If digital assets are really going to mainstream in the next ten years, what will they look like?"
The story is still being written, but one thing is certain —
The era solely relying on emotions and FOMO is slowly fading away.
#迪拜币安区块链周
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《From 'Rejecting Cryptocurrency' to Open Trading: Vanguard's Change of Attitude》
A few years ago, the asset management giant Vanguard, which firmly advised clients to stay away from cryptocurrency assets, has recently shown a clear shift in attitude: it has started to allow clients to trade multiple ETFs related to cryptocurrencies such as Bitcoin, opening a new compliant entry point for traditional funds to enter the cryptocurrency market.
Around the same time, the President of Poland vetoed a crypto regulation bill that was deemed too harsh, citing concerns that it would impose excessive restrictions on innovation and civil rights.
Yahoo Finance
One is a traditional financial giant gradually "softening" its stance, and the other is the regulatory side trying to find a balance between "protecting investors" and "encouraging innovation". These seemingly dull news items are actually gradually changing the trajectory of the cryptocurrency industry for the next decade.
A few years ago, the asset management giant Vanguard, which firmly advised clients to stay away from cryptocurrency assets, has recently shown a clear shift in attitude: it has started to allow clients to trade multiple ETFs related to cryptocurrencies such as Bitcoin, opening a new compliant entry point for traditional funds to enter the cryptocurrency market.
Around the same time, the President of Poland vetoed a crypto regulation bill that was deemed too harsh, citing concerns that it would impose excessive restrictions on innovation and civil rights.
Yahoo Finance
One is a traditional financial giant gradually "softening" its stance, and the other is the regulatory side trying to find a balance between "protecting investors" and "encouraging innovation". These seemingly dull news items are actually gradually changing the trajectory of the cryptocurrency industry for the next decade.
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Topic institutional treasury cooling: November digital asset Treasury inflow hits recent low
A data commentary from Binance shows that in November 2025, corporate treasuries holding digital assets recorded the weakest net inflow level since this cycle, significantly lower than the pace of previous months, interpreted as some institutions choosing to wait and slow down allocation at high levels.
This does not mean institutions are 'bearish on crypto'; rather, it resembles a 'capital digestion period' following a rapid rise:
Newly incoming funds are slowing down
Old funds are more concerned with strategy and execution quality
For ordinary investors, this can be understood as: the market is shifting from 'emotion-driven' to a phase of 'more selective projects, focusing on fundamentals and compliance,' where the cost-effectiveness of blindly following hot trends is decreasing.
#Institutional funds #CryptoTreasury #Capital flow
To: #BTCvsGold The battle has begun, Binance Square launches interactive activities
Today, the community also has a topic suitable for content creators to participate in: Binance has initiated the '#BTCvsGold' content activity in Square, inviting users to discuss 'Bitcoin vs Tokenized Gold' and has set up a 1,000 USDC reward pool to encourage quality content participation.
On one side is BTC, regarded as 'digital gold', and on the other side is the tokenized form of real gold assets. This topic itself carries discussion potential: anti-inflation, risk aversion attributes, volatility, liquidity, regulatory environment... can all be approached from different angles.
For content creators, this is a great opportunity to express views and simultaneously enhance exposure. Before participating, remember to take a look at the activity rules and topic tag requirements.
#BTCvsGold #BinanceSquar e #内容创作者
A data commentary from Binance shows that in November 2025, corporate treasuries holding digital assets recorded the weakest net inflow level since this cycle, significantly lower than the pace of previous months, interpreted as some institutions choosing to wait and slow down allocation at high levels.
This does not mean institutions are 'bearish on crypto'; rather, it resembles a 'capital digestion period' following a rapid rise:
Newly incoming funds are slowing down
Old funds are more concerned with strategy and execution quality
For ordinary investors, this can be understood as: the market is shifting from 'emotion-driven' to a phase of 'more selective projects, focusing on fundamentals and compliance,' where the cost-effectiveness of blindly following hot trends is decreasing.
#Institutional funds #CryptoTreasury #Capital flow
To: #BTCvsGold The battle has begun, Binance Square launches interactive activities
Today, the community also has a topic suitable for content creators to participate in: Binance has initiated the '#BTCvsGold' content activity in Square, inviting users to discuss 'Bitcoin vs Tokenized Gold' and has set up a 1,000 USDC reward pool to encourage quality content participation.
On one side is BTC, regarded as 'digital gold', and on the other side is the tokenized form of real gold assets. This topic itself carries discussion potential: anti-inflation, risk aversion attributes, volatility, liquidity, regulatory environment... can all be approached from different angles.
For content creators, this is a great opportunity to express views and simultaneously enhance exposure. Before participating, remember to take a look at the activity rules and topic tag requirements.
#BTCvsGold #BinanceSquar e #内容创作者
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Today's hot topic on Binance Square #加密市场回调 actually reflects a normal correction after a rapid upward surge. Bitcoin has seen an expanded short-term decline after reaching a new high, leading Ethereum and mainstream altcoins to collectively retreat, causing the overall market value to shrink significantly in a short period. Leverage funds have been concentrated and liquidated, and the sentiment has quickly shifted from 'only discussing the bull market' to 'first, protect profits.'
This round of correction has roughly three reasons: first, the macro environment has turned cautious, global risk assets are generally under pressure, and funds are retreating from high-risk markets; second, the previous increase was too large, the technical indicators have clearly shown overbought conditions, and some institutions have taken profits at high levels, actively creating a 'healthy reshuffle'; third, leverage in the contract market has accumulated for a long time, and once prices turn around, it will amplify declines, triggering a chain of liquidations and further increasing volatility.
For ordinary investors, the more important question is not 'why is the market falling,' but 'what should I do?' If you are optimistic in the long term and have a reasonable position, this type of 10%-30% fluctuation is mostly just a 'halftime break' in a bull market; but if you are fully invested and frequently chase highs and cut losses, every correction could turn into a disaster for your account.
A correction is not the end of the bull market, but rather a process of chip turnover. Whether you can hold onto your chips and optimize your position structure during fluctuations is more important than staring at the charts.
The above content is just a personal opinion and does not constitute any investment advice.
This round of correction has roughly three reasons: first, the macro environment has turned cautious, global risk assets are generally under pressure, and funds are retreating from high-risk markets; second, the previous increase was too large, the technical indicators have clearly shown overbought conditions, and some institutions have taken profits at high levels, actively creating a 'healthy reshuffle'; third, leverage in the contract market has accumulated for a long time, and once prices turn around, it will amplify declines, triggering a chain of liquidations and further increasing volatility.
For ordinary investors, the more important question is not 'why is the market falling,' but 'what should I do?' If you are optimistic in the long term and have a reasonable position, this type of 10%-30% fluctuation is mostly just a 'halftime break' in a bull market; but if you are fully invested and frequently chase highs and cut losses, every correction could turn into a disaster for your account.
A correction is not the end of the bull market, but rather a process of chip turnover. Whether you can hold onto your chips and optimize your position structure during fluctuations is more important than staring at the charts.
The above content is just a personal opinion and does not constitute any investment advice.
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【重磅利好】
在最新的国会听证会上，美联储主席鲍威尔明确表示，美联储不反对美国银行向加密货币公司和投资者提供服务，只要遵守既有的风险管理和消费者保护要求。同时，美联储已将“声誉风险”从银行监管手册中删除，减少了因“形象问题”而一刀切拒绝加密业务的空间。
这意味着：
合规银行可以更大胆地为交易所、托管机构、基金等提供账户、清算和托管服务；
加密行业长期被“去银行化”的压力有望缓解，传统金融与加密世界的连接进一步打通；
机构资金进入加密市场的合规通道正在被正式确认，中长期利好比特币等主流资产的采用与流动性。
监管层没有为加密亮“红灯”，反而是在划清规则后给出“可以做”的信号。你觉得，这是下一轮行情的关键催化剂之一吗？
在最新的国会听证会上，美联储主席鲍威尔明确表示，美联储不反对美国银行向加密货币公司和投资者提供服务，只要遵守既有的风险管理和消费者保护要求。同时，美联储已将“声誉风险”从银行监管手册中删除，减少了因“形象问题”而一刀切拒绝加密业务的空间。
这意味着：
合规银行可以更大胆地为交易所、托管机构、基金等提供账户、清算和托管服务；
加密行业长期被“去银行化”的压力有望缓解，传统金融与加密世界的连接进一步打通；
机构资金进入加密市场的合规通道正在被正式确认，中长期利好比特币等主流资产的采用与流动性。
监管层没有为加密亮“红灯”，反而是在划清规则后给出“可以做”的信号。你觉得，这是下一轮行情的关键催化剂之一吗？
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交易前先定好日内主基调：是高空还是低多，再围绕关键压力和支撑设计计划。偏激进的，可以在第一压力轻仓试空，后续根据第二、第三压力的反应分批加减；偏稳健的直接等二压甚至三压再进，止损带小一点即可。行情能走到哪儿谁都不知道，技术形态只是从历史里找概率，消息一来就可能失效，所以别迷信“神图”，也别没计划地瞎干。每天写盘面和观点，是为了想清楚哪些区域更容易受压回撤、哪些位置更可能止跌反弹，稍微抬高一点胜率。所有分享都只是文字和数字，入场的是你的真金白银。务必自己做判断，控制仓位和风险，长期观察一个人的逻辑、透明度和止盈止损执行，再决定要不要参考。每一单都是试错，没有常胜将军，只有把风险放首位的长寿选手。
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牛吞气，熊出没
日线跌穿拐头，周线还在处于挣扎，比特币跌破93000生命线，以太诱空3000关口反抽，高位盘还有机会？
很多时候，交易并不是亏在结果上了，而是在过程中都已经被泯灭，我这句话所针对的就是这轮下跌，也可以判定为市场上所谓跟风的散户，震荡反弹喊遍牛市来了，最后买单的依旧还是散户
主流又是一轮深度洗盘，大饼105000探底93000关口，以太3600一线大幅踩底3000关口，整体清算上来看多头基本凉透，最近也是没有給大家更新静态帖，对于这种单边信号来说，提前该说法也是说了，看涨带好防守位做好倉位保护，做空跟随趋势边打边看边拿...
本周是衙门开工后的第一周，周四晚上9点半要公布9月非农数据，虽然滞后了两个月，但也能为市场提供一丝光明照亮就业前景，反正10月数据要靠猜，公布的话也不知道什么时候能落地，失业率直接没戏
带有猜测性质的前景展望，必然会让市场走向极端情绪中，所以需要特别留意本周的波动，大涨大跌都不让人奇怪，带好止损，不破位前不赌方向
日线跌穿拐头，周线还在处于挣扎，比特币跌破93000生命线，以太诱空3000关口反抽，高位盘还有机会？
很多时候，交易并不是亏在结果上了，而是在过程中都已经被泯灭，我这句话所针对的就是这轮下跌，也可以判定为市场上所谓跟风的散户，震荡反弹喊遍牛市来了，最后买单的依旧还是散户
主流又是一轮深度洗盘，大饼105000探底93000关口，以太3600一线大幅踩底3000关口，整体清算上来看多头基本凉透，最近也是没有給大家更新静态帖，对于这种单边信号来说，提前该说法也是说了，看涨带好防守位做好倉位保护，做空跟随趋势边打边看边拿...
本周是衙门开工后的第一周，周四晚上9点半要公布9月非农数据，虽然滞后了两个月，但也能为市场提供一丝光明照亮就业前景，反正10月数据要靠猜，公布的话也不知道什么时候能落地，失业率直接没戏
带有猜测性质的前景展望，必然会让市场走向极端情绪中，所以需要特别留意本周的波动，大涨大跌都不让人奇怪，带好止损，不破位前不赌方向
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I have to say, recently my performance has been online, and I have grasped several key turning points of Ethereum, with a perfect rhythm of shorting first and then going long.
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