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隔壁老石

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AVAX can't rise, not because it's weak, but because its 'winner logic' has changed.Performance of AVAX in the past 24 hours: Daily opening: 31.41 USD Current: 29.68 USD High: 31.50 Low: 29.03 Drop: about -5.5% From the market perspective, BTC and ETH are fluctuating in the range of 1–3%. However, the drop of AVAX, a mainstream large-cap coin, is the most noticeable among the second tier. What does this indicate? The issue with AVAX is not a weak market, but rather that the force belonging to it is exiting. In today's article, I will thoroughly explain the 'hidden truth' of AVAX. 1. The real negative for AVAX is not the price, but rather — its winners are changing. AVAX in 2021 was recognized by the market as the 'institutional chain':

AVAX can't rise, not because it's weak, but because its 'winner logic' has changed.

Performance of AVAX in the past 24 hours:

Daily opening: 31.41 USD

Current: 29.68 USD

High: 31.50

Low: 29.03

Drop: about -5.5%

From the market perspective, BTC and ETH are fluctuating in the range of 1–3%.
However, the drop of AVAX, a mainstream large-cap coin, is the most noticeable among the second tier.

What does this indicate?

The issue with AVAX is not a weak market, but rather that the force belonging to it is exiting.

In today's article, I will thoroughly explain the 'hidden truth' of AVAX.

1. The real negative for AVAX is not the price, but rather — its winners are changing.

AVAX in 2021 was recognized by the market as the 'institutional chain':
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《ARKM: Losing 1 million in a year is not about the project, but about human nature—The intelligence track will always make money, but those who hold coins will always suffer》First, let's put the on-chain data on the table: Whales dumped their entire one-year position into Binance yesterday, of which ARKM accounted for 623,000 pieces, losing 1 million U. What does it mean? This is not short-term speculation took a year stuck all the way from the high position Finally, give in and exit in the current range (about 0.22–0.24 USD) This is the most brutal ARKM class: ARKM's business model is very strong, but the holding experience of ARKM is very poor. Today's article is to completely lay out the contradiction between the two. 1. Why is ARKM one of the few truly 'money-making cryptocurrency companies'? because it does not tell a story, it truly generates cash flow:

《ARKM: Losing 1 million in a year is not about the project, but about human nature—The intelligence track will always make money, but those who hold coins will always suffer》

First, let's put the on-chain data on the table:

Whales dumped their entire one-year position into Binance yesterday, of which ARKM accounted for 623,000 pieces, losing 1 million U.

What does it mean?

This is not short-term speculation

took a year

stuck all the way from the high position

Finally, give in and exit in the current range (about 0.22–0.24 USD)

This is the most brutal ARKM class:

ARKM's business model is very strong,
but the holding experience of ARKM is very poor.

Today's article is to completely lay out the contradiction between the two.

1. Why is ARKM one of the few truly 'money-making cryptocurrency companies'?

because it does not tell a story, it truly generates cash flow:
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"As the AI track becomes more intense, FET becomes more stable: while others speculate on stories, it earns money from 'real demand'"First, let’s throw out the data and calm everyone down: FET in the past 24 hours: Opening: 0.2513 US dollars Current: 0.2282 US dollars Maximum: 0.2548 Minimum: 0.2220 Drop: about -8.6% Do you also remember the whale that lost 4 million? The FET in his hands: 967,600 coins Value: 243,000 US dollars Losses exceeded 1.07 million US dollars That is to say: This whale held the strongest 'computing power market coin' in AI for a year, losing three-quarters of it. It's not that FET is not doing well, but because he took the wrong cycle. Those who truly understand FET are now laying low instead. 1. What does FET rely on to stay at the forefront of AI concepts for the long term?

"As the AI track becomes more intense, FET becomes more stable: while others speculate on stories, it earns money from 'real demand'"

First, let’s throw out the data and calm everyone down:

FET in the past 24 hours:

Opening: 0.2513 US dollars

Current: 0.2282 US dollars

Maximum: 0.2548

Minimum: 0.2220

Drop: about -8.6%

Do you also remember the whale that lost 4 million?
The FET in his hands:

967,600 coins

Value: 243,000 US dollars

Losses exceeded 1.07 million US dollars

That is to say:

This whale held the strongest 'computing power market coin' in AI for a year, losing three-quarters of it.
It's not that FET is not doing well, but because he took the wrong cycle.

Those who truly understand FET are now laying low instead.

1. What does FET rely on to stay at the forefront of AI concepts for the long term?
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《Losing Until Vomiting But Still Wanting to Smash Back to Binance: The Biggest Negative for WLD is Not AI, but Its Holders' Nature》First, let's present the latest on-chain verified data: A whale yesterday packed all the altcoin portfolio it held for a year back to Binance, with WLD accounting for 621,900 pieces (market value 387,000 USD), resulting in a loss of 1,110,000 USD. This means: This whale's WLD average cost is approximately in the range of 2.4–2.6 USD The current coin price hovers around 0.62–0.65 USD Loss rate exceeds 70% This is not a short-term sell-off, but rather 'being stuck for a year and completely giving up' Then you can look at the WLD price structure over the past 24 hours: Opening at 0.6519 Current 0.6219 High point 0.6548 Low point 0.6174

《Losing Until Vomiting But Still Wanting to Smash Back to Binance: The Biggest Negative for WLD is Not AI, but Its Holders' Nature》

First, let's present the latest on-chain verified data:

A whale yesterday packed all the altcoin portfolio it held for a year back to Binance, with WLD accounting for 621,900 pieces (market value 387,000 USD), resulting in a loss of 1,110,000 USD.
This means:

This whale's WLD average cost is approximately in the range of 2.4–2.6 USD

The current coin price hovers around 0.62–0.65 USD

Loss rate exceeds 70%

This is not a short-term sell-off, but rather 'being stuck for a year and completely giving up'

Then you can look at the WLD price structure over the past 24 hours:

Opening at 0.6519

Current 0.6219

High point 0.6548

Low point 0.6174
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‘The whale that lost 4 million USD in a year finally dumped ONDO back to Binance: The brutal truth of RWA leaders has arrived’Let's take a look at this heart-wrenching on-chain data: A certain whale address, holding a basket of altcoins for more than a year; Recently, I packed my positions and stored them in Binance: 3.43 million ONDO, current price about 1.69 million USD, loss of 1.03 million; 621,900 WLD, loss of 1.11 million; 967,600 FET, loss of 1.07 million; 623,000 ARKM, loss of 1 million; The overall portfolio loss exceeds 4 million USD. We are focusing on this ONDO transaction: 3.43 million, loss of 1.03 million, This means the average cost is about 60% higher than the current price level, After more than a year, I finally chose to 'acknowledge the output situation' in this range.

‘The whale that lost 4 million USD in a year finally dumped ONDO back to Binance: The brutal truth of RWA leaders has arrived’

Let's take a look at this heart-wrenching on-chain data:

A certain whale address, holding a basket of altcoins for more than a year;

Recently, I packed my positions and stored them in Binance:

3.43 million ONDO, current price about 1.69 million USD, loss of 1.03 million;

621,900 WLD, loss of 1.11 million;

967,600 FET, loss of 1.07 million;

623,000 ARKM, loss of 1 million;

The overall portfolio loss exceeds 4 million USD.

We are focusing on this ONDO transaction:

3.43 million, loss of 1.03 million,
This means the average cost is about 60% higher than the current price level,
After more than a year, I finally chose to 'acknowledge the output situation' in this range.
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‘Official Website Hacked, Price Dead Horizontal: PEPE is helping you filter “survivable players” in the dirtiest way’Let’s clarify the current situation: In the past 24 hours, PEPE dropped from 4.8×10⁻⁶ USD to 4.71×10⁻⁶, High point 4.89×10⁻⁶, low point 4.70×10⁻⁶, Overall, it only dropped by about -1.9%, which can almost be called a 'dead horizontal'. However, the news front is not calm at all: The official website was attacked; Now it will redirect users to malicious links; Security companies directly named: Malicious code inserted in the front end by Inferno Drainer; This thing is a 'fishing template + wallet theft + social engineering tool' all-in-one scam system. In simple terms— If you open an official website, you may not have even traded any coins, and someone has already had a look at your wallet.

‘Official Website Hacked, Price Dead Horizontal: PEPE is helping you filter “survivable players” in the dirtiest way’

Let’s clarify the current situation:

In the past 24 hours, PEPE dropped from 4.8×10⁻⁶ USD to 4.71×10⁻⁶,

High point 4.89×10⁻⁶, low point 4.70×10⁻⁶,

Overall, it only dropped by about -1.9%, which can almost be called a 'dead horizontal'.

However, the news front is not calm at all:

The official website was attacked;

Now it will redirect users to malicious links;

Security companies directly named:

Malicious code inserted in the front end by Inferno Drainer;

This thing is a 'fishing template + wallet theft + social engineering tool' all-in-one scam system.

In simple terms—

If you open an official website, you may not have even traded any coins, and someone has already had a look at your wallet.
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《ZEC is treated as 'bearish ATM': Calm Order King increases short by 10 times, but ends up being dragged to the judgment stage》First, let's clarify the market: ZEC has moved from 354 USD to 392.8 USD in the past 24 hours, The highest in the range is 398.2, the lowest is 347.3, The intraday volatility is close to 15%, and the closing price still rose by about +10.9%. This is not a 'small coin chaos', but rather a strong push through the bearish defense line against the cautious sentiment in the entire market. The key now is— There are two types of shorts being squeezed in the market: 1) In the market: ZEC is the only profit for 'Calm Order King' Latest tracking: This trader known as 'Calm Order King', Top three positions: BTC short 40x, SOL short 20x, ZEC short 10x;

《ZEC is treated as 'bearish ATM': Calm Order King increases short by 10 times, but ends up being dragged to the judgment stage》

First, let's clarify the market:

ZEC has moved from 354 USD to 392.8 USD in the past 24 hours,

The highest in the range is 398.2, the lowest is 347.3,

The intraday volatility is close to 15%, and the closing price still rose by about +10.9%.

This is not a 'small coin chaos', but rather a strong push through the bearish defense line against the cautious sentiment in the entire market.

The key now is—
There are two types of shorts being squeezed in the market:

1) In the market: ZEC is the only profit for 'Calm Order King'

Latest tracking:

This trader known as 'Calm Order King',

Top three positions: BTC short 40x, SOL short 20x, ZEC short 10x;
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Burning 7786 million: ASTER is using real fire to clean up the chips of the S3 seasonAster today dropped a 'deflation bomb': The official directly destroyed 50% of the tokens from S3 season buyback; The quantity is 7786 million ASTER, corresponding to a value of about 7981 million USD; In other words, half of the buyback from S3 season has been completely wiped from circulation. This operation has several key signals: 1. The buyback of S3 is not just talk; it's the real deal, using cash to buy back chips and then directly setting them on fire. For any project with a seasonal mechanism, there are several ways to play the buyback: After the buyback, lock it up and slowly take it out for new activities;

Burning 7786 million: ASTER is using real fire to clean up the chips of the S3 season

Aster today dropped a 'deflation bomb':

The official directly destroyed 50% of the tokens from S3 season buyback;

The quantity is 7786 million ASTER, corresponding to a value of about 7981 million USD;

In other words, half of the buyback from S3 season has been completely wiped from circulation.

This operation has several key signals:

1. The buyback of S3 is not just talk; it's the real deal, using cash to buy back chips and then directly setting them on fire.

For any project with a seasonal mechanism, there are several ways to play the buyback:

After the buyback, lock it up and slowly take it out for new activities;
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The First SUI ETF Listed on NASDAQ: Wall Street Immediately Gives You a 2x LeverageSUI is directly mentioned in the way it enters Wall Street, not as a 'spot ETF', but as— 21Shares 2x Long SUI ETF (TXXS). Listed on NASDAQ; The goal is to use 2x leverage to track the price of SUI; Bloomberg analysts directly said: This is the 74th cryptocurrency ETF this year; In the total pool, it is the 128th; The first ETF based on a certain coin is surprisingly a leveraged product, which is very rare. What does it mean? Wall Street's positioning of SUI is immediately as a 'high volatility, suitable for long and short trading products', rather than 'a slowly accumulated store of value asset'.

The First SUI ETF Listed on NASDAQ: Wall Street Immediately Gives You a 2x Leverage

SUI is directly mentioned in the way it enters Wall Street, not as a 'spot ETF', but as—

21Shares 2x Long SUI ETF (TXXS).

Listed on NASDAQ;

The goal is to use 2x leverage to track the price of SUI;

Bloomberg analysts directly said:

This is the 74th cryptocurrency ETF this year;

In the total pool, it is the 128th;

The first ETF based on a certain coin is surprisingly a leveraged product, which is very rare.

What does it mean?

Wall Street's positioning of SUI is immediately as a 'high volatility, suitable for long and short trading products', rather than 'a slowly accumulated store of value asset'.
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The Birth of 'MicroStrategy' Version of TON: AlphaTON Fully Converts Company Assets into Toncoin, Is It True Faith or High-Leverage Game?The most exaggerated piece of news in the TON ecosystem these days is 'TON version of MicroStrategy'—AlphaTON: NASDAQ-listed company AlphaTON Capital (ATON), positioning itself as a 'TON token reserve company'; Just submitted a shelf registration application for $420.69 million to the SEC; The use of funds is stated very plainly: Expand AI + high-performance computing infrastructure to provide computing power for Telegram's Cocoon AI network; Merge with revenue-generating companies within the Telegram ecosystem (payment, content distribution, TON blockchain services, etc.); Continue to convert most of the company's balance sheet assets into Toncoin and its staking positions + other digital asset reserves.

The Birth of 'MicroStrategy' Version of TON: AlphaTON Fully Converts Company Assets into Toncoin, Is It True Faith or High-Leverage Game?

The most exaggerated piece of news in the TON ecosystem these days is 'TON version of MicroStrategy'—AlphaTON:

NASDAQ-listed company AlphaTON Capital (ATON), positioning itself as a 'TON token reserve company';

Just submitted a shelf registration application for $420.69 million to the SEC;

The use of funds is stated very plainly:

Expand AI + high-performance computing infrastructure to provide computing power for Telegram's Cocoon AI network;

Merge with revenue-generating companies within the Telegram ecosystem (payment, content distribution, TON blockchain services, etc.);

Continue to convert most of the company's balance sheet assets into Toncoin and its staking positions + other digital asset reserves.
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The total market capitalization will go up, but not many will survive: SOL has changed from storytelling to grabbing market share.In the past two days, Solana has two pieces of information that you must connect together: Co-founder Anatoly directly stated: 'The total market capitalization of crypto will continue to rise, ultimately turning into a market share war based on revenue redistribution, where only the chains that compete fiercely will survive.' The prediction market Kalshi announced that it would migrate its prediction market to the Solana blockchain and secured data partnerships with major media outlets like CNN and CNBC, essentially bringing 'traditional media real-time reporting' to Solana. These two developments have upgraded the positioning of SOL from 'high-performance public chain' to three things: The settlement layer for high-frequency trading and prediction markets;

The total market capitalization will go up, but not many will survive: SOL has changed from storytelling to grabbing market share.

In the past two days, Solana has two pieces of information that you must connect together:

Co-founder Anatoly directly stated: 'The total market capitalization of crypto will continue to rise, ultimately turning into a market share war based on revenue redistribution, where only the chains that compete fiercely will survive.'

The prediction market Kalshi announced that it would migrate its prediction market to the Solana blockchain and secured data partnerships with major media outlets like CNN and CNBC, essentially bringing 'traditional media real-time reporting' to Solana.

These two developments have upgraded the positioning of SOL from 'high-performance public chain' to three things:

The settlement layer for high-frequency trading and prediction markets;
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《3000 USD Becomes Whale Acquisition Zone: Shorting Tycoon Flips, Institutions Crazy About Moving ETH, Who Is Lifting You Up?》Let's first look at the market: ETH is currently moving sideways around 3170 USD, with a 24-hour high of 3227 and a drop to 3064 at one point. The daily contract trading volume across major platforms is also at a hundred billion level, which is considered 'compressed oscillation with volume', not stagnant. In the past few days, there have been several key funding clues surrounding ETH: 1. On one side, there are whales in the market who are called 'firmly bearish on ETH', suffering a loss of 7 million USD. This address 0x218 was once the counterpart of the '100% win rate whale'. The first reverse order was opened with a principal of 5 million, winning 5.08 million USD. In the second instance, he chose to short ETH heavily:

《3000 USD Becomes Whale Acquisition Zone: Shorting Tycoon Flips, Institutions Crazy About Moving ETH, Who Is Lifting You Up?》

Let's first look at the market:
ETH is currently moving sideways around 3170 USD, with a 24-hour high of 3227 and a drop to 3064 at one point. The daily contract trading volume across major platforms is also at a hundred billion level, which is considered 'compressed oscillation with volume', not stagnant.

In the past few days, there have been several key funding clues surrounding ETH:

1. On one side, there are whales in the market who are called 'firmly bearish on ETH', suffering a loss of 7 million USD.

This address 0x218 was once the counterpart of the '100% win rate whale'. The first reverse order was opened with a principal of 5 million, winning 5.08 million USD.

In the second instance, he chose to short ETH heavily:
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"Miners Driven Crazy by Electricity Costs, Institutions Quietly Picking Up: Is $90,000 BTC a Sharp Edge or a Floor?"First, let's lay the current market situation on the table: BTC is currently fluctuating around $92,000, with a 24-hour high of $93,600 and a low of $90,800. The daily trading volume on mainstream contract platforms is in the tens of billions of dollars, and the market is in a 'high-volume consolidation' rather than a low-volume decline. At this moment, three forces are hedging against each other: First force: miners cornered by electricity prices JPMorgan provided a key number: Based on an electricity price of $0.05 / kWh, the current 'average production cost' of BTC is around $90,000, slightly down from $94,000 last month.

"Miners Driven Crazy by Electricity Costs, Institutions Quietly Picking Up: Is $90,000 BTC a Sharp Edge or a Floor?"

First, let's lay the current market situation on the table:
BTC is currently fluctuating around $92,000, with a 24-hour high of $93,600 and a low of $90,800. The daily trading volume on mainstream contract platforms is in the tens of billions of dollars, and the market is in a 'high-volume consolidation' rather than a low-volume decline.

At this moment, three forces are hedging against each other:

First force: miners cornered by electricity prices

JPMorgan provided a key number:

Based on an electricity price of $0.05 / kWh, the current 'average production cost' of BTC is around $90,000, slightly down from $94,000 last month.
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The Night Before PCE: BTC Pressed to the 92K Lifeline, 91K–95K Becomes the Bull-Bear Showdown ZoneBrothers, tonight is PCE. It's not small data; it's the inflation indicator that the Federal Reserve values the most. It directly determines whether interest rates will be cut in December, It also determines whether BTC will break through 95K tonight or be smashed back to 90K. The Bitunix analyst gave a key judgment: **The battleground for BTC has shrunk to the 91,000–95,000 range. The real showdown is in the 90K–92K range.** Today's market structure is already very clear: Spot demand is weak Futures buying support Liquidity quality is declining The main force is holding steady Sentiment has entered an 'event-driven wait-and-see mode' This structure is the most likely to go wrong.

The Night Before PCE: BTC Pressed to the 92K Lifeline, 91K–95K Becomes the Bull-Bear Showdown Zone

Brothers, tonight is PCE.

It's not small data; it's the inflation indicator that the Federal Reserve values the most.
It directly determines whether interest rates will be cut in December,
It also determines whether BTC will break through 95K tonight or be smashed back to 90K.

The Bitunix analyst gave a key judgment:

**The battleground for BTC has shrunk to the 91,000–95,000 range.

The real showdown is in the 90K–92K range.**

Today's market structure is already very clear:

Spot demand is weak

Futures buying support

Liquidity quality is declining

The main force is holding steady

Sentiment has entered an 'event-driven wait-and-see mode'

This structure is the most likely to go wrong.
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The ruthless person who once made 5.08 million and took down the '100% win rate whale', this time shorting ETH was backfired: 5 million floating profit, 2.49 million floating loss, drawdown over 7 millionBrothers, today the most dramatic isn't BTC, nor macroeconomics— It is the 'reverse showdown sequel' of two legendary whales on-chain. The protagonist is the one who was once referred to as: The only nemesis of the '100% win rate whale' On-chain address: 0x218 Half a month ago, he relied on a reverse position With a principal of 5 million, he made 5.08 million, pulled down the '100% win rate whale' that was the most popular at the time resulting in a negative profit. He has become the villain hero on the chain, a person who can pull whales down from their pedestal. But the second chapter of the story has arrived: **This time, he was shorted by the market with empty ETH.

The ruthless person who once made 5.08 million and took down the '100% win rate whale', this time shorting ETH was backfired: 5 million floating profit, 2.49 million floating loss, drawdown over 7 million

Brothers, today the most dramatic isn't BTC, nor macroeconomics—
It is the 'reverse showdown sequel' of two legendary whales on-chain.

The protagonist is the one who was once referred to as:

The only nemesis of the '100% win rate whale'

On-chain address: 0x218

Half a month ago, he relied on a reverse position
With a principal of 5 million, he made 5.08 million,
pulled down the '100% win rate whale' that was the most popular at the time
resulting in a negative profit.

He has become the villain hero on the chain,
a person who can pull whales down from their pedestal.

But the second chapter of the story has arrived:

**This time, he was shorted by the market with empty ETH.
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《Binance announces the suspension of deposits and withdrawals for three chains: CHESS, DF, GHST network channels will close, do not deposit anymore!》Brothers, there is a key notification that many people easily overlook, but it can easily lead to asset loss: Binance will stop support for network deposits on December 12, 2025 at 16:00 Officially stopping support for network deposits & withdrawals for the following tokens: ❌ CHESS (Tranchess) → Ethereum network channel closed ❌ DF (dForce) → BNB Smart Chain channel closed ❌ GHST (Aavegotchi) → Polygon network channel closed And the official clearly stated: ⚠️ After December 12, 16:00 → Deposits through these networks will not be credited → May lead to permanent asset loss In a nutshell:

《Binance announces the suspension of deposits and withdrawals for three chains: CHESS, DF, GHST network channels will close, do not deposit anymore!》

Brothers, there is a key notification that many people easily overlook, but it can easily lead to asset loss:

Binance will stop support for network deposits on December 12, 2025 at 16:00
Officially stopping support for network deposits & withdrawals for the following tokens:

❌ CHESS (Tranchess)

→ Ethereum network channel closed

❌ DF (dForce)

→ BNB Smart Chain channel closed

❌ GHST (Aavegotchi)

→ Polygon network channel closed

And the official clearly stated:

⚠️ After December 12, 16:00

→ Deposits through these networks will not be credited
→ May lead to permanent asset loss

In a nutshell:
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"Solmate Announces Full Stock Acquisition of RockawayX: Birth of the First 'Integrated Crypto Business Group' in the Solana System"Brothers, today's news is not just about mergers and acquisitions, This is a landmark action marking the capital landscape of the Solana ecosystem entering a new stage. Solana infrastructure company Solmate (SLMT) announced: ✔ Planning to acquire 100% equity of RockawayX through a "full stock method" ✔ Both parties have signed a non-binding letter of intent (LOI) for business merger ✔ The merger will form an integrated crypto group of infrastructure + liquidity + asset management ✔ The merger entity continues to trade on NASDAQ under the SLMT code ✔ Expected to be officially completed in the first half of 2026 In one sentence: The Solana ecosystem is giving birth to the first truly integrated "crypto group."

"Solmate Announces Full Stock Acquisition of RockawayX: Birth of the First 'Integrated Crypto Business Group' in the Solana System"

Brothers, today's news is not just about mergers and acquisitions,
This is a landmark action marking the capital landscape of the Solana ecosystem entering a new stage.

Solana infrastructure company Solmate (SLMT) announced:

✔ Planning to acquire 100% equity of RockawayX through a "full stock method"
✔ Both parties have signed a non-binding letter of intent (LOI) for business merger
✔ The merger will form an integrated crypto group of infrastructure + liquidity + asset management
✔ The merger entity continues to trade on NASDAQ under the SLMT code
✔ Expected to be officially completed in the first half of 2026

In one sentence:

The Solana ecosystem is giving birth to the first truly integrated "crypto group."
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Bank of America Prediction: The Bank of Japan will raise interest rates to 0.75% in December, then raise rates every six months - the global capital landscape is about to change.Brothers, the most significant news today is not on-chain, nor is it about the coin price, but rather the Bank of Japan (BoJ). Bank of America has just stated: ✔ In December, the Bank of Japan will raise the interest rate from 0.5% → 0.75% ✔ Then raise interest rates every 6 months ✔ Next time in June 2026 ✔ Then in January and July 2027 This is not an 'interest rate hike', This marks a historic departure from the zero interest rate era for the Bank of Japan, entering a cycle of institutionalized rate hikes. What does this mean for global assets? In a word: **The world's largest low-interest capital pool is about to start 'withdrawing funds'. The biggest undercurrent in the crypto market is about to be redirected.**

Bank of America Prediction: The Bank of Japan will raise interest rates to 0.75% in December, then raise rates every six months - the global capital landscape is about to change.

Brothers, the most significant news today is not on-chain, nor is it about the coin price, but rather the Bank of Japan (BoJ).

Bank of America has just stated:

✔ In December, the Bank of Japan will raise the interest rate from 0.5% → 0.75%
✔ Then raise interest rates every 6 months
✔ Next time in June 2026
✔ Then in January and July 2027

This is not an 'interest rate hike',
This marks a historic departure from the zero interest rate era for the Bank of Japan, entering a cycle of institutionalized rate hikes.

What does this mean for global assets?

In a word:

**The world's largest low-interest capital pool is about to start 'withdrawing funds'.

The biggest undercurrent in the crypto market is about to be redirected.**
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《Tonight at 23:00 is a critical moment: the U.S. core PCE will be released, and behind the 2.9% expectation lies the most dangerous turning point for BTC》Brothers, there is a real time bomb tonight that can sway the entire market: Beijing time 23:00 The U.S. will release the core PCE for September (inflation indicator) Expectation: 2.9% (previous value 2.9%) Don't be fooled by the unchanged numbers, Core PCE is the most important inflation reference for the Federal Reserve, It will determine whether and when to cut interest rates, and whether to dare to cut rates. And the key lies in: The market is now stuck in the liquidation kill zone of BTC 94,000 short vs. 91,000 long. That is to say: 👉 As long as there is a 0.1% deviation tonight, The entire market will explode in an instant. 1. Why is the core PCE so critical?

《Tonight at 23:00 is a critical moment: the U.S. core PCE will be released, and behind the 2.9% expectation lies the most dangerous turning point for BTC》

Brothers, there is a real time bomb tonight that can sway the entire market:

Beijing time 23:00
The U.S. will release the core PCE for September (inflation indicator)
Expectation: 2.9% (previous value 2.9%)

Don't be fooled by the unchanged numbers,
Core PCE is the most important inflation reference for the Federal Reserve,
It will determine whether and when to cut interest rates, and whether to dare to cut rates.

And the key lies in:

The market is now stuck in the liquidation kill zone of BTC 94,000 short vs. 91,000 long.

That is to say:

👉 As long as there is a 0.1% deviation tonight,
The entire market will explode in an instant.

1. Why is the core PCE so critical?
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"Kalshi's valuation skyrocketed to 11 billion: Wall Street, CNN, and CNBC are all in, and the prediction market is set to become the next generation 'financial operating system'"Brothers, the most shocking thing in the crypto circle this week is not the market, but Kalshi's series of actions. In just a few days, this company has done three major things that could change the industry landscape: ✔ Completed 1 billion dollars financing with a valuation of 11 billion dollars ✔ Became the official prediction market data source for CNN and CNBC ✔ Announced the migration of business to the Solana chain This is a triple blow to the prediction market. It is also the fastest time for the entire crypto industry to be 'normalized'. To say something harsh: The crypto industry has been shouting to enter the mainstream for ten years, and Kalshi has done it in a week. 1. Valuation of 11 billion + 1 billion financing: this is not financing, this is 'national-level access'

"Kalshi's valuation skyrocketed to 11 billion: Wall Street, CNN, and CNBC are all in, and the prediction market is set to become the next generation 'financial operating system'"

Brothers, the most shocking thing in the crypto circle this week is not the market, but Kalshi's series of actions.

In just a few days, this company has done three major things that could change the industry landscape:

✔ Completed 1 billion dollars financing with a valuation of 11 billion dollars
✔ Became the official prediction market data source for CNN and CNBC
✔ Announced the migration of business to the Solana chain

This is a triple blow to the prediction market.
It is also the fastest time for the entire crypto industry to be 'normalized'.

To say something harsh:

The crypto industry has been shouting to enter the mainstream for ten years, and Kalshi has done it in a week.

1. Valuation of 11 billion + 1 billion financing: this is not financing, this is 'national-level access'
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