Ru7

Stability Coin Market Shakes the World: Will the "Chinese" Power Represented by CZ and Sun Rise Soon?

HTX launches the stability coin BN, which at first glance may not excite people too much, but the more you think about it, the more you realize this is not simple. In my view, this is somewhat like:

1. Strategic Encirclement at an Unusual Time

Currently, the market is sluggish, and exchanges are generally on the defensive. Against this backdrop, Binance's stability coin unusually chooses to debut on HTX, and it follows CZ's meeting with Sun Yuchen in Pakistan. This is by no means a simple new partnership, but rather an active encirclement at a market trough by two Chinese leaders with complete ecosystems and resources.

2. The Essential Evolution from "Trading Tool" to "Funding Channel"

Stablecoins have evolved from being merely a trading medium to becoming an entry point and settlement layer for funds. Whoever controls its usage scenarios controls real liquidity. This cooperation is, in essence, a strong combination of global top liquidity (CZ) and Asian high-frequency application scenarios (Sun Yuchen), aiming to jointly define the funding channel for the next cycle.

3. The Overlooked "Asian Focus" Strategy

HTX has consecutively become the launch platform for Trump-themed assets and new coins from the CZ ecosystem this year, and this choice itself is highly significant. In the current environment of ambiguous U.S. regulation and slow progress in Europe, Asia is the market with the highest real usage density for stablecoins. The new stability coin starting from HTX clearly indicates that its strategic focus is on activating Asian funds rather than continuing the traditional U.S. dollar narrative.

4. Cold Market Layout, Aiming for the Long Term

This is not a short-term emotional catalyst. The deeper logic lies in: building the underlying structure in advance when the market is coldest. The choice of these two key figures to stand on the same front at this moment is itself a strong signal worth repeated interpretation—it may indicate that Chinese capital will compete in the next cycle with a more consolidated posture for the most core assets in the cryptocurrency world: the liquidity and pricing power of stablecoins.

$U #稳定币

Every time I see someone say crypto is dead

It turns out that fartcoin and spx6900 appear, and someone becomes rich
Then trump appears, and someone holds onto a single coin a9
Then hype appears, and someone makes a fortune
Then xpl appears, and someone doubles their large investment, getting $10,000 in value from a $1 interaction
Then aster appears, and someone makes 20 times
Then Binance life appears, and someone makes a few million dollars
Then zec appears, and someone gets 10 times from the bottom

Every time you feel hopeless
It turns out that a surprising opportunity for a hundred, thousand, or even ten thousand times will appear

Looking on the bright side, money never sleeps, opportunities are endless

Bear market calls it dead, bull market calls it a peak.

Grok's 2025 Annual Summary!

I published about 150 tweets in total (active output throughout the year, covering trading insights, market analysis, conference experiences, and life sharing)

The most discussed topics were trading strategies, meme opportunities, and AI applications

The annual keyword is Alpha (from Alpha master to constantly searching for on-chain Alpha, this is my main theme 👐)

What I like to emphasize the most is to stay optimistic, money never sleeps (bear markets shout death, bull markets shout the top, but opportunities are always there; even in despair, new hundred-fold opportunities always emerge)

The project I focused on the most this year was Aster, mentioned over 30 times (from early heavy positions to deep ecological participation, Aster is not just a trading tool, but the king of BNB chain perp)

The biggest highlights were three things:
1. Successfully bottomed out and heavily invested in tokens like Hype/Aster/XPL, achieving a leap in capital scale
2. Attended multiple conferences (Dubai Binance Blockchain Week, Solana Breakpoint, Token2049, etc.), met big players, expanded knowledge, and tasted countless Alpha on-site
3. Persisted in sharing trading reviews and small essays on cognitive improvement, helping many friends "find direction" in the bear market, while also going all in on crypto from traditional finance, completing a life transformation

Overall, I can earn the annual title of "Alpha Master" 💎🚀

(Although 2025 has its corrections and winter, staying at the table, getting close to the strong, and continuously evolving is the biggest victory. 2026, keep the momentum going!)

Today, while reading the market prediction industry report on Dune, I felt:
Prediction markets may really be becoming a tool that closely aligns with the future direction of events.

This feeling comes from the data. Taking @opinionlabsxyz as an example, in less than 50 days since launch, the cumulative nominal trading volume has exceeded 6.4 billion USD, with daily trading volume repeatedly surpassing 200 million USD.

In my view, prediction markets do not imply a zero-sum game, nor are they merely information aggregation; rather, they compress scattered, vague, and emotional judgments into a tradable asset.

In traditional markets, information, opinions, and trades are separated: news is news, judgments are judgments, and capital only intervenes later. However, prediction markets like Opinion combine these three aspects in one place. Therefore, it is not predicting the "outcome" but continuously calculating: what does the market currently believe is the probability of a certain event occurring in the future.

The world itself has already entered a highly uncertain macro phase. Interest rates, inflation, employment, elections, regulation—these variables are discussed daily, yet there has long been a lack of a place that can reflect consensus changes in real-time. Prediction platforms like Opinion can precisely standardize these macro variables into tradable assets, allowing judgments themselves to enter the market, continuously corrected by capital flows.

Prediction markets are evolving in three directions:
1/ From "Will something happen?" to "Probability distribution of macro variables";
2/ From "betting tools" to decision inputs for enterprises, organizations, and governments;
3/ Ultimately, becoming a macro risk pricing system that exists between information and capital, an abstract oracle.

If this judgment holds, then the true benchmark for prediction markets in the future is not Perp dex, nor Defi, but the derivatives market and the macro trading market itself.

So, I am now more inclined to understand prediction markets as: they do not necessarily "predict correctly" every time, but at many moments, they may be the closest way we have to the true direction of events.

#预测市场将如何发展？

Currently, Alpha seems to be in a preferred mode. After Alpha's token launch, its performance has been good for half a month.

$gua opened at 0.05, rose to 0.1, 2x+

$gaix opened and continuously dropped, fell to 0.05, rose to 0.2, 4x+

$power opened at 0.1, rose to 0.3, 3x

$night opened at 0.02, then rose to 0.07, 3x+ (OKX financial big deal) @MidnightNtwrk

$wet opened at 0.1, then rose to 0.3, 2x+ (ico highest 5 times, the light of the bear market) @humidifi

$pieverse has been surging since the contract was signed.

$rave TGE surged 6x

Currently making another one $BTC

Still believe there will be a rebound this week 🤔#比特币波动性

New wallet acquired a large amount $WLFI

Someone created a new wallet "0xEFA12c0926bc79E07F352f94B4b0a51C5dF37Df8" and purchased 14.044 million WLFI for 21.39 million USD

Currently, there is still 4M USD1 in the wallet

Whose wallet is this

What is the intention

The cost-unconcerned collection of chips is for...

#ZEC
It is said that the Gemini twins, Zcash DAT Cypherpunk Technologies (a digital asset financial company focused on Zcash), have begun accumulating.

The Winklevoss twins, as BTC OG holders (who accumulated tens of thousands early on), betting on ZEC this time can be considered a 'return to their roots,' after all, Zcash is a fork of BTC, and the consensus mechanism is highly overlapping.

Currently, they have purchased approximately 203,775 ZEC at an average price of ~$245, accounting for 1.25% of the total supply, with a target of 5%.

Regarded as a 'hedge against Bitcoin' for privacy coins, especially in the context of skyrocketing privacy demands in the AI era, ZEC, as 'crypto Bitcoin,' indeed has its unique selling points—not only in the privacy track but also its homogeneity with BTC (same 21M supply cap) making it like digital gold's 'invisible cash.'

Assuming we set aside the privacy track, the underlying consensus is actually another kind of shilling point, with many people getting on board 🚌

There are too many big players on board @CryptoHayes @0xMert_ and so on ☝️

Many in the crypto Twitter community also see $zec privacy as the last PvE battleground, with a surge in ZEC-related discussions on X over the past week, and many have transitioned from 'haters' to 'FOMO.'

The slogan $ZEC > $XRP has also been shouted out.

In the Chinese-speaking community, there are also @woodycryptow @1kbxx @RaccoonHKG

Considering buying the dip during corrections.

Reasonably expecting over 1000.