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讲点老百姓自己的故事
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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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【Significant Positive News】
In the latest congressional hearing, Federal Reserve Chairman Jerome Powell clearly stated that the Federal Reserve does not oppose U.S. banks providing services to cryptocurrency companies and investors, as long as they comply with existing risk management and consumer protection requirements. At the same time, the Federal Reserve has removed "reputational risk" from the bank regulatory manual, reducing the space for a blanket rejection of crypto business due to "image issues."
This means:
Compliant banks can more boldly provide accounts, clearing, and custody services for exchanges, custodians, funds, and more;
The pressure of "de-banking" that the crypto industry has faced for a long time is expected to ease, further connecting traditional finance with the crypto world;
The compliant channels for institutional funds entering the crypto market are being officially confirmed, which is a long-term positive for the adoption and liquidity of mainstream assets like Bitcoin.
The regulatory body has not given a "red light" to crypto, but rather has provided a "can do" signal after clarifying the rules. Do you think this is one of the key catalysts for the next round of market trends?
In the latest congressional hearing, Federal Reserve Chairman Jerome Powell clearly stated that the Federal Reserve does not oppose U.S. banks providing services to cryptocurrency companies and investors, as long as they comply with existing risk management and consumer protection requirements. At the same time, the Federal Reserve has removed "reputational risk" from the bank regulatory manual, reducing the space for a blanket rejection of crypto business due to "image issues."
This means:
Compliant banks can more boldly provide accounts, clearing, and custody services for exchanges, custodians, funds, and more;
The pressure of "de-banking" that the crypto industry has faced for a long time is expected to ease, further connecting traditional finance with the crypto world;
The compliant channels for institutional funds entering the crypto market are being officially confirmed, which is a long-term positive for the adoption and liquidity of mainstream assets like Bitcoin.
The regulatory body has not given a "red light" to crypto, but rather has provided a "can do" signal after clarifying the rules. Do you think this is one of the key catalysts for the next round of market trends?
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Before trading, set the intraday main tone: is it high short or low long, and then design a plan around key resistance and support. If you're more aggressive, you can try shorting with a light position at the first resistance, and then adjust in batches based on the reactions at the second and third resistances; if you're more conservative, wait for the second or even third resistance to enter, with a slightly smaller stop-loss. No one knows how far the market can go, and technical patterns only find probabilities from history; when news comes, they can become invalid, so don't blindly trust 'divine charts,' and don't operate without a plan. Writing down market conditions and viewpoints every day is to clarify which areas are more likely to face pressure and pullbacks, and which positions are more likely to stop falling and rebound, slightly raising the probability of success. All sharing is just words and numbers; the capital you invest is your real money. Be sure to make your own judgments, control your position and risk, and observe a person's logic, transparency, and execution of profit-taking and stop-loss over the long term before deciding whether to reference it. Every trade is an experiment, there are no invincible generals, only long-lasting players who prioritize risk.
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Cow swallowing air, bear market
The daily line has broken down, while the weekly line is still struggling. Bitcoin has dropped below the lifeline of 93000, and Ethereum has rebounded from the 3000 level after a false breakdown. Is there still a chance in the high-level trading?
Many times, trading losses do not occur at the result but have already been extinguished during the process. My statement refers to this round of decline, which can also be seen as the so-called trend-following retail investors in the market. They shout that the bull market has arrived during the fluctuating rebound, but in the end, the buyers are still retail investors.
The mainstream is undergoing another round of deep washout, with Bitcoin testing the bottom at 93000, and Ethereum significantly hitting the bottom at the 3000 level. Overall, from the liquidation perspective, the bulls are basically out of the game. Recently, I haven't updated any static posts for everyone. For such a one-sided signal, the prior statement has already been made. If bullish, ensure your defensive position is set and protect your capital. For shorting, follow the trend and keep watching...
This week is the first week after the office reopens. Non-farm payroll data for September will be announced on Thursday at 9:30 PM. Although it is two months delayed, it can still provide a glimmer of hope for the job market. Anyway, the October data relies on speculation, and it is uncertain when the announcement will land. The unemployment rate is directly hopeless.
The speculative nature of the outlook will inevitably lead the market into extreme emotions, so special attention is needed for this week's volatility. Large rises and falls are not surprising, so ensure to set stop-losses and do not gamble on direction before breaking levels.
The daily line has broken down, while the weekly line is still struggling. Bitcoin has dropped below the lifeline of 93000, and Ethereum has rebounded from the 3000 level after a false breakdown. Is there still a chance in the high-level trading?
Many times, trading losses do not occur at the result but have already been extinguished during the process. My statement refers to this round of decline, which can also be seen as the so-called trend-following retail investors in the market. They shout that the bull market has arrived during the fluctuating rebound, but in the end, the buyers are still retail investors.
The mainstream is undergoing another round of deep washout, with Bitcoin testing the bottom at 93000, and Ethereum significantly hitting the bottom at the 3000 level. Overall, from the liquidation perspective, the bulls are basically out of the game. Recently, I haven't updated any static posts for everyone. For such a one-sided signal, the prior statement has already been made. If bullish, ensure your defensive position is set and protect your capital. For shorting, follow the trend and keep watching...
This week is the first week after the office reopens. Non-farm payroll data for September will be announced on Thursday at 9:30 PM. Although it is two months delayed, it can still provide a glimmer of hope for the job market. Anyway, the October data relies on speculation, and it is uncertain when the announcement will land. The unemployment rate is directly hopeless.
The speculative nature of the outlook will inevitably lead the market into extreme emotions, so special attention is needed for this week's volatility. Large rises and falls are not surprising, so ensure to set stop-losses and do not gamble on direction before breaking levels.
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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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