虾币币的比特世界
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加密资产不正经研究员，看好3B1A组合：btc、bnb、beam和ar。
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ZEC's 10-fold increase in two months defies the trend and leads the return of privacy coins, who will be next?
I have been slacking off lately, and recently encountered a surge in privacy coins, which triggered my desire to express myself again, so let's chat casually!
Privacy coins and the privacy sector are areas that I really enjoy and have been following for a long time. I've also experienced losses in this field. In the last cycle, I bought the privacy project Torn on Ethereum, but due to its high privacy, it was exploited by many hackers, leading to the founder's arrest. However, with Trump's rise to power and the relaxation of policies in the entire crypto industry, I always feel that there is a possibility of a return in the privacy sector.
First, let's look at Figure 1, which shows the price trend of ZEC over the past two months. Zcash (abbreviated as ZEC) started its rise on the 9th of June, exactly two months ago, and has increased to 510u, a tenfold increase in two months. Given the recent volatile market, this is indeed quite remarkable. I haven't seen such a rise in a long time, it feels a bit like the 'bull market' of the last two cycles.
Privacy coins and the privacy sector are areas that I really enjoy and have been following for a long time. I've also experienced losses in this field. In the last cycle, I bought the privacy project Torn on Ethereum, but due to its high privacy, it was exploited by many hackers, leading to the founder's arrest. However, with Trump's rise to power and the relaxation of policies in the entire crypto industry, I always feel that there is a possibility of a return in the privacy sector.
First, let's look at Figure 1, which shows the price trend of ZEC over the past two months. Zcash (abbreviated as ZEC) started its rise on the 9th of June, exactly two months ago, and has increased to 510u, a tenfold increase in two months. Given the recent volatile market, this is indeed quite remarkable. I haven't seen such a rise in a long time, it feels a bit like the 'bull market' of the last two cycles.
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The bull that was once predicted seems to have come true (BNB surpasses a $100 billion market cap)
Yesterday, BNB first broke above $800, and BNB's total market capitalization surpassed $110 billion. The bull market predicted five years ago seems to have materialized today. On July 25, 2020, I first wrote about my long-term judgment on BNB in a public account, titled 'Long-term Judgment on BNB'; at that time, BNB's price was $18, with a total market capitalization of $2.7 billion. Subsequently, I wrote several articles supplementing the logic of a long-term view of a $100 billion market cap. In the 2021 bull market, BNB's total market capitalization exceeded $90 billion but did not reach $100 billion. This year, it has officially broken through. Looking back now, some of the logic has been validated, while some have been falsified, but overall, it can be considered a successful prediction. This article serves as a conclusion to the prediction made five years ago!
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It's not surprising that the BTC mining farm in Xinjiang was targeted, as it goes against the original intention of decentralization; centralized mining farms are easy to attack.
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Post a message to ask how many people still know about Yu Hong from the three o'clock blockchain, is this person male or female?
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Every early rise of an ecosystem brings a wave of opportunities. ETH has gone through two waves: one during the ICO era and another during the DeFi era. BNB also experienced two waves: one during the IEO era and another during DeFi.
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The Novel: When Satoshi Nakamoto Bid on Warren Buffett's Lunch - Act Seven: The Conclusion
The waiter brought out the dessert.
Buffett (calmly):
"I will not buy Bitcoin."
Nakamoto was not surprised.
Nakamoto:
"I never expected you to buy it either."
Buffett continued:
"But I will admit one thing: you are not selling an asset; you are showcasing a system that may outlast any asset."
Nakamoto stood up.
Nakamoto:
"That's enough."
They shook hands.
No photos.
No statements.
No news.
But after that day,
Buffett never again
used "rat poison squared"
to describe Bitcoin.
Buffett did not buy Bitcoin, but for the first time, he realized: some things can live longer than companies without needing cash flow.
The waiter brought out the dessert.
Buffett (calmly):
"I will not buy Bitcoin."
Nakamoto was not surprised.
Nakamoto:
"I never expected you to buy it either."
Buffett continued:
"But I will admit one thing: you are not selling an asset; you are showcasing a system that may outlast any asset."
Nakamoto stood up.
Nakamoto:
"That's enough."
They shook hands.
No photos.
No statements.
No news.
But after that day,
Buffett never again
used "rat poison squared"
to describe Bitcoin.
Buffett did not buy Bitcoin, but for the first time, he realized: some things can live longer than companies without needing cash flow.
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《Novel: When Satoshi Nakamoto Bids for Buffett's Lunch》- Act Six: Each One's World
The lunch is nearing its end. Buffett wipes his mouth.
Buffett:
"You know, the most successful thing in my life has been understanding businesses."
Nakamoto nods. Nakamoto:
"And what I care about most in my life is whether the world can still function without businesses, without government, and without a center."
They look at each other, as if confirming—this is not a contest of victory or defeat.
The lunch is nearing its end. Buffett wipes his mouth.
Buffett:
"You know, the most successful thing in my life has been understanding businesses."
Nakamoto nods. Nakamoto:
"And what I care about most in my life is whether the world can still function without businesses, without government, and without a center."
They look at each other, as if confirming—this is not a contest of victory or defeat.
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《Novel: When Satoshi Nakamoto Bids for Buffett's Lunch》- Chapter Five, The Real Divergence
Buffett (his tone becomes serious):
"The issue here is: if tomorrow no one wants Bitcoin, it will be worthless."
Nakamoto:
"If tomorrow no one wants dollars, it will be the same."
Silence.
Nakamoto continues:
"The value of currency has never come from its use, but from whether people believe it will still exist tomorrow."
Buffett:
"So what makes you think this trust will last?"
Nakamoto:
"Because it does not require people to believe in me. It only requires them to believe: mathematics does not lie."
Buffett (his tone becomes serious):
"The issue here is: if tomorrow no one wants Bitcoin, it will be worthless."
Nakamoto:
"If tomorrow no one wants dollars, it will be the same."
Silence.
Nakamoto continues:
"The value of currency has never come from its use, but from whether people believe it will still exist tomorrow."
Buffett:
"So what makes you think this trust will last?"
Nakamoto:
"Because it does not require people to believe in me. It only requires them to believe: mathematics does not lie."
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《Novel: When Satoshi Nakamoto Bids on Buffett's Lunch》-Chapter Four, What is Bitcoin
Buffett:
"The thing you created—Bitcoin. It doesn’t produce goods, doesn’t provide services, doesn’t pay dividends, doesn’t buy back shares."
Satoshi Nakamoto:
"Yes."
Buffett:
"Then what is it?"
Satoshi Nakamoto thought for a moment.
Satoshi Nakamoto:
"It’s a time machine."
Buffett chuckled.
Buffett:
"It’s the first time I’ve heard someone
pitch an asset like that."
Satoshi Nakamoto:
"It takes the trust of the present and sends it to the future, without being altered by intermediaries."
Buffett:
"The thing you created—Bitcoin. It doesn’t produce goods, doesn’t provide services, doesn’t pay dividends, doesn’t buy back shares."
Satoshi Nakamoto:
"Yes."
Buffett:
"Then what is it?"
Satoshi Nakamoto thought for a moment.
Satoshi Nakamoto:
"It’s a time machine."
Buffett chuckled.
Buffett:
"It’s the first time I’ve heard someone
pitch an asset like that."
Satoshi Nakamoto:
"It takes the trust of the present and sends it to the future, without being altered by intermediaries."
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《Novel: When Satoshi Nakamoto Bids for Buffett's Lunch》- Chapter Three, a system, not people
The restaurant is a bit noisy, but the air between them quiets down.
Nakamoto:
"Companies rely on people. Governments rely on power. Currencies rely on trust. But the system I designed does not depend on any one person to continue existing."
Buffett:
"So are you fighting against the government?"
Nakamoto:
"No. I am providing the world with an alternative that does not require trusting the government."
Buffett leans back in his chair, arms crossed.
Buffett:
"You know, I hate it when people see the world as a conspiracy. Most of the time, the world is just foolish, not evil."
Nakamoto:
"I agree. So I did not design a system to 'punish bad people', I designed one that can run 'even if no one is a good person.'"
This time, Buffett did not refute.
The restaurant is a bit noisy, but the air between them quiets down.
Nakamoto:
"Companies rely on people. Governments rely on power. Currencies rely on trust. But the system I designed does not depend on any one person to continue existing."
Buffett:
"So are you fighting against the government?"
Nakamoto:
"No. I am providing the world with an alternative that does not require trusting the government."
Buffett leans back in his chair, arms crossed.
Buffett:
"You know, I hate it when people see the world as a conspiracy. Most of the time, the world is just foolish, not evil."
Nakamoto:
"I agree. So I did not design a system to 'punish bad people', I designed one that can run 'even if no one is a good person.'"
This time, Buffett did not refute.
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《Novel: When Satoshi Nakamoto Bids for Buffett's Lunch》- Chapter Two, Gold and Trust
Buffett did not answer immediately. He cut a piece of steak and chewed slowly.
Buffett:
"Gold does not produce anything. But people have believed in it for thousands of years. I do not buy it, but I understand it."
Satoshi Nakamoto:
"So what if I told you there is a system that can operate for decades without a king, a central bank, or a board of directors, and the rules are never changed?"
Buffett put down his knife and fork.
Buffett:
"The rules are never changed? Young man, I have seen too many 'nevers'."
Satoshi Nakamoto:
"What I’m talking about is not a promise, it’s mathematics."
Buffett did not answer immediately. He cut a piece of steak and chewed slowly.
Buffett:
"Gold does not produce anything. But people have believed in it for thousands of years. I do not buy it, but I understand it."
Satoshi Nakamoto:
"So what if I told you there is a system that can operate for decades without a king, a central bank, or a board of directors, and the rules are never changed?"
Buffett put down his knife and fork.
Buffett:
"The rules are never changed? Young man, I have seen too many 'nevers'."
Satoshi Nakamoto:
"What I’m talking about is not a promise, it’s mathematics."
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《Novel: When Satoshi Nakamoto Bids for Buffett's Lunch》-Chapter One
Scene One: Where Does Value Come From
Buffett (closing the menu, smiling):
"You know, young man, most people who spend 4 million dollars to meet me will ask the first question: 'What do you think I should invest in?' But you didn't."
Nakamoto (speaking very softly):
"Because I didn't come to ask about investments."
Buffett:
"Then what did you come for?"
Nakamoto:
"To confirm one thing."
Buffett raised his eyebrows, signaling him to continue.
Nakamoto:
"To confirm whether a world-class investor truly believes that all value must come from cash flow."
Buffett laughed, and this time it was a genuine laugh.
Buffett:
"I've spent my life buying things that make money. If an asset never generates cash, why is it worth holding?"
Nakamoto (pausing for a second):
"What about gold?"
Scene One: Where Does Value Come From
Buffett (closing the menu, smiling):
"You know, young man, most people who spend 4 million dollars to meet me will ask the first question: 'What do you think I should invest in?' But you didn't."
Nakamoto (speaking very softly):
"Because I didn't come to ask about investments."
Buffett:
"Then what did you come for?"
Nakamoto:
"To confirm one thing."
Buffett raised his eyebrows, signaling him to continue.
Nakamoto:
"To confirm whether a world-class investor truly believes that all value must come from cash flow."
Buffett laughed, and this time it was a genuine laugh.
Buffett:
"I've spent my life buying things that make money. If an asset never generates cash, why is it worth holding?"
Nakamoto (pausing for a second):
"What about gold?"
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《Novel: When Satoshi Nakamoto Bids for Buffett's Lunch》- Preface
A Lunch, Two Eras
The lunch is set at a very ordinary steakhouse in New York.
No media, no cameras, no noise after the auction.
Buffett doesn’t like to be watched.
Neither does Nakamoto.
The waiter places the menu down, and the two share a brief silence.
This is the kind of silence that only occurs between truly intelligent people—
Not awkward, but in evaluation.
A Lunch, Two Eras
The lunch is set at a very ordinary steakhouse in New York.
No media, no cameras, no noise after the auction.
Buffett doesn’t like to be watched.
Neither does Nakamoto.
The waiter places the menu down, and the two share a brief silence.
This is the kind of silence that only occurs between truly intelligent people—
Not awkward, but in evaluation.
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Seeing that CZ has recently visited countries like Pakistan and Kazakhstan, I believe the strategy is correct. The financial infrastructure in these places is very underdeveloped, and the threshold for ordinary citizens is too high, which just provides development space for institutions in the cryptocurrency sector like Binance. They shine and thrive in areas that traditional financial institutions overlook, as the saying goes, 'rural areas surround the city.' #bnb
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Is the on-chain US stock market a pseudo-demand? It depends on the target users; it cannot be generalized. The market is large, and the demands vary widely. 1. For Americans, it is a pseudo-demand because opening an account is easy; 2. For Chinese people, it is a pseudo-demand because the risks and actual costs of exchanging for USD in China are already higher than the costs of opening an account in Hong Kong. Those who still have the ability to exchange for USD must also have ways to open a US stock account in compliance; 3. In many regions of Asia, Africa, and Latin America, there is demand, but the total capacity is limited.
rwa
rwa
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I just made a transfer of USDC to my Binance account using the ETH network and found that the highest fee option is only 0.47u, which is already far lower than the TRON TRX network. So why is TRON still the number one network for stablecoins? Network effects; once a network effect is established, it is not easily broken.
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The BTC supply on the exchange has hit a new low again
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To identify information that affects long-term prices in the market and filter out short-term noise, such as this:
According to the latest data, as of December 2025, approximately 172 publicly traded companies in the United States have purchased and hold Bitcoin (BTC) as an asset reserve. This reflects a rapid growth trend in institutional adoption, with American companies dominating the global holdings of BTC among publicly traded companies (about 91%). These companies hold a total of over 1 million BTC, worth approximately $117 billion.
According to the latest data, as of December 2025, approximately 172 publicly traded companies in the United States have purchased and hold Bitcoin (BTC) as an asset reserve. This reflects a rapid growth trend in institutional adoption, with American companies dominating the global holdings of BTC among publicly traded companies (about 91%). These companies hold a total of over 1 million BTC, worth approximately $117 billion.
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Have you noticed that good news comes in waves; bad news also comes in waves? The market rarely experiences both good and bad news at the same time over a period; why is that? $BTC
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There will be a new high for BTC in 2026
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