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So, making money can kill all pretentiousness; making money is the hard truth~
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❤️Come on~ Let's unify the responses to your questions. To help you understand, I have to write a long article~ The turning point of the era is about to arrive~
[Behind the USDT discount]:
In the past week, a rare discount appeared in the Asian OTC USDT market, with extreme quotes even reaching '70% recovery on Huiwang U'; large-scale collapses of gray market guarantee platforms, disruption of external funding chains, and rapid tightening of OTC liquidity. Many people thought this was a 'short-term panic caused by market fluctuations', but the reality is far more complex than imagined.
This round of discount is essentially a cross-border regulatory 'water cutoff operation', and the illegal dollar channels that the gray market has relied on for many years are being systematically dismantled.
The core of this operation is what the industry calls the 'Crown Prince Operation', a cross-border law enforcement cooperation.
In the past week, a rare discount appeared in the Asian OTC USDT market, with extreme quotes even reaching '70% recovery on Huiwang U'; large-scale collapses of gray market guarantee platforms, disruption of external funding chains, and rapid tightening of OTC liquidity. Many people thought this was a 'short-term panic caused by market fluctuations', but the reality is far more complex than imagined.
This round of discount is essentially a cross-border regulatory 'water cutoff operation', and the illegal dollar channels that the gray market has relied on for many years are being systematically dismantled.
The core of this operation is what the industry calls the 'Crown Prince Operation', a cross-border law enforcement cooperation.
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✅zec again thousand times - the brothers who kept up are comfortable now -
ZECUSDT
Perp
75X
Opening Long
Unrealized PNL
+1150.00%
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Today's market keywords: interest rate cut expectations, cautious capital, resource tension, technology cost reduction.
The White House directly releases signals for interest rate cuts, and the Federal Reserve may lower by 25bp.
7.65 trillion in U.S. Treasury bonds continue to be locked in as safe-haven funds, waiting for the flow to open.
Copper has been withdrawn in one go by 40,000 tons, and the global supply chain tension is once again intensifying.
U.S. mortgage rates are declining, and signals for a soft economic landing are strengthening.
Initial unemployment claims continue to decline, indicating stable employment.
Meta has once again cut its metaverse budget, as tech giants return to "efficiency first."
Argentina's inflation expectations remain high, but it has reached a huge energy cooperation agreement with Chile.
Crude oil strengthens, silver is under pressure, and gold remains stable.
U.S. stocks are fluctuating sideways, and risk assets are waiting for the next policy implementation.
In summary: the market is warming up, but has not yet fully started.
The White House directly releases signals for interest rate cuts, and the Federal Reserve may lower by 25bp.
7.65 trillion in U.S. Treasury bonds continue to be locked in as safe-haven funds, waiting for the flow to open.
Copper has been withdrawn in one go by 40,000 tons, and the global supply chain tension is once again intensifying.
U.S. mortgage rates are declining, and signals for a soft economic landing are strengthening.
Initial unemployment claims continue to decline, indicating stable employment.
Meta has once again cut its metaverse budget, as tech giants return to "efficiency first."
Argentina's inflation expectations remain high, but it has reached a huge energy cooperation agreement with Chile.
Crude oil strengthens, silver is under pressure, and gold remains stable.
U.S. stocks are fluctuating sideways, and risk assets are waiting for the next policy implementation.
In summary: the market is warming up, but has not yet fully started.
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December 2025 TOP 10 Token Unlock Status
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The Federal Reserve Chair Contest: How Kevin Hassett Will Change Global Asset Prices?
—an analysis of the full-chain impact from dollar liquidity to the cryptocurrency market
Recently, one of the most关注的事件 in American politics and finance is that the Trump team is considering nominating Kevin Hassett to be the next Federal Reserve Chair. The reason this news quickly rose to the top of Wall Street and the macro-finance field is not because of the 'change' itself, but rather because—
The Federal Reserve Chair decides interest rates, interest rates determine global liquidity, and liquidity determines global asset prices.
Whether you are a stock market investor, a bond trader, a commodity participant, or a cryptocurrency holder, the market in the coming years may undergo significant changes due to this appointment.
Recently, one of the most关注的事件 in American politics and finance is that the Trump team is considering nominating Kevin Hassett to be the next Federal Reserve Chair. The reason this news quickly rose to the top of Wall Street and the macro-finance field is not because of the 'change' itself, but rather because—
The Federal Reserve Chair decides interest rates, interest rates determine global liquidity, and liquidity determines global asset prices.
Whether you are a stock market investor, a bond trader, a commodity participant, or a cryptocurrency holder, the market in the coming years may undergo significant changes due to this appointment.
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✅zec is indeed very strong👍🏻
ZECUSDT
Perp
75X
Opening Long
Unrealized PNL
+1150.00%
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📅 December 4th｜Cryptocurrency Market Brief (Short Version)
🏦 Institutional and Wall Street Dynamics
Charles Schwab (AUM $12 trillion) announces entry into crypto trading
Plans to offer BTC and ETH trading services in early 2026, representing a continued entry of large traditional financial institutions.
BlackRock (AUM $10 trillion) CEO: Admits past misjudgment of Bitcoin
Larry Fink's attitude shifts, indicating that institutions' perception of BTC is transitioning from skepticism to acceptance.
BlackRock AI Report: US Debt Expansion → Increased Crypto Demand
Pessimistic outlook on US debt, believing that crypto will gain higher adoption in the coming years and serve as an important asset for hedging traditional financial risks.
Wall Street blocks Trump's appointment of Hassett as Fed Chair
Concerns that his political affiliation could impact the Fed's independence, triggering long-term interest rate increases, inflation, and financial market instability.
If pushed through with a "split vote," it could lead to intensified short-term market volatility.
🧵 Ethereum Ecosystem
Bitwise: Fusaka upgrade strengthens ETH as an on-chain financial settlement layer
Upgrade brings:
Increased throughput
Stable validator efficiency
Introduction of blob fee floor, enhancing ETH value capture
➡️ Indicates that the medium to long-term fundamentals of ETH are continuously strengthening.
Whales continue to accumulate ETH (total investment exceeds $11.12 million)
September 25: Purchased 736 at $4026
December 2–3: Replenished 2732 at $2988
Total purchases of 3468, average cost $3208.8, currently with a slight floating loss.
➡️ Major funds continue to choose to position ETH during the pullback period.
📈 Market Performance
HBAR strengthens
Establishes support above $0.1427
Trading volume grows simultaneously
➡️ Short-term sentiment is relatively strong.
🔎 Today's Summary (Key Points)
Wall Street giants' continued shift is the strongest long-term incremental factor in this market cycle.
Institutions like Charles Schwab and BlackRock are accelerating the migration of traditional funds into crypto.
Institutional adoption of BTC and ETH is entering an accelerated phase.
Not just ETFs, but more traditional financial scenarios are beginning to accept crypto assets.
Whales continue to accumulate ETH, showing optimism about the medium to long-term trend.
At the macro level, there are still uncertainties regarding policies and personnel, but crypto is becoming an asset class for "hedging traditional risks."
🏦 Institutional and Wall Street Dynamics
Charles Schwab (AUM $12 trillion) announces entry into crypto trading
Plans to offer BTC and ETH trading services in early 2026, representing a continued entry of large traditional financial institutions.
BlackRock (AUM $10 trillion) CEO: Admits past misjudgment of Bitcoin
Larry Fink's attitude shifts, indicating that institutions' perception of BTC is transitioning from skepticism to acceptance.
BlackRock AI Report: US Debt Expansion → Increased Crypto Demand
Pessimistic outlook on US debt, believing that crypto will gain higher adoption in the coming years and serve as an important asset for hedging traditional financial risks.
Wall Street blocks Trump's appointment of Hassett as Fed Chair
Concerns that his political affiliation could impact the Fed's independence, triggering long-term interest rate increases, inflation, and financial market instability.
If pushed through with a "split vote," it could lead to intensified short-term market volatility.
🧵 Ethereum Ecosystem
Bitwise: Fusaka upgrade strengthens ETH as an on-chain financial settlement layer
Upgrade brings:
Increased throughput
Stable validator efficiency
Introduction of blob fee floor, enhancing ETH value capture
➡️ Indicates that the medium to long-term fundamentals of ETH are continuously strengthening.
Whales continue to accumulate ETH (total investment exceeds $11.12 million)
September 25: Purchased 736 at $4026
December 2–3: Replenished 2732 at $2988
Total purchases of 3468, average cost $3208.8, currently with a slight floating loss.
➡️ Major funds continue to choose to position ETH during the pullback period.
📈 Market Performance
HBAR strengthens
Establishes support above $0.1427
Trading volume grows simultaneously
➡️ Short-term sentiment is relatively strong.
🔎 Today's Summary (Key Points)
Wall Street giants' continued shift is the strongest long-term incremental factor in this market cycle.
Institutions like Charles Schwab and BlackRock are accelerating the migration of traditional funds into crypto.
Institutional adoption of BTC and ETH is entering an accelerated phase.
Not just ETFs, but more traditional financial scenarios are beginning to accept crypto assets.
Whales continue to accumulate ETH, showing optimism about the medium to long-term trend.
At the macro level, there are still uncertainties regarding policies and personnel, but crypto is becoming an asset class for "hedging traditional risks."
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December 4th Morning Analysis: Overall Market Atmosphere and the Possibility of Reversal
In recent days, the cryptocurrency market has seen a significant rebound: BTC has returned to over $93,000, and ETH and some mainstream coins have also performed well.
This may be the so-called beginning of the 'Christmas rally + capital inflow / ETF inflow + improvement in the macro environment.'
However, some analysts point out that if there is no trading volume / institutional capital support, such a rebound may just be a short-term bounce (dead-cat bounce), and the overall structure has not really reversed.
Conclusion (current): The current trend can be viewed as a 'potential reversal signal + short-term rebound,' but it has not yet reached the level of 'bullish confirmation.' We need to wait for key price levels and volume to align before we can say the trend has truly reversed.
This may be the so-called beginning of the 'Christmas rally + capital inflow / ETF inflow + improvement in the macro environment.'
However, some analysts point out that if there is no trading volume / institutional capital support, such a rebound may just be a short-term bounce (dead-cat bounce), and the overall structure has not really reversed.
Conclusion (current): The current trend can be viewed as a 'potential reversal signal + short-term rebound,' but it has not yet reached the level of 'bullish confirmation.' We need to wait for key price levels and volume to align before we can say the trend has truly reversed.
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✅ Zec's good medium to long-term strategy. Planning to set good stop-loss and hold for a bit longer... Currently, a 262% return has been delivered... For those who are steady, you can take some profits and set a stop-loss... Those who control their positions well can adjust the stop-loss for the profit target.
ZECUSDT
Perp
75X
Opening Long
Unrealized PNL
+1149.00%
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Overview of Recent Capital Flow Situation
✅ ETP / ETF / Institutional capital flow is warming up
According to recent reports, digital asset ETPs (including BTC, ETH, XRP, etc.) saw a net inflow of approximately $1.06 billion. Among them, BTC, ETH, and XRP received approximately $461 million / $308 million / $289 million in capital inflows.
This indicates that after a significant outflow period, institutional capital and some large holders are loosening their allocation attitude towards crypto assets — even if the macro environment remains unstable, there are still those who view them as 'undervalued' assets for medium to long-term positioning.
⚠️ Historical capital outflow remains significant — ETF overall performance is weak
According to recent reports, digital asset ETPs (including BTC, ETH, XRP, etc.) saw a net inflow of approximately $1.06 billion. Among them, BTC, ETH, and XRP received approximately $461 million / $308 million / $289 million in capital inflows.
This indicates that after a significant outflow period, institutional capital and some large holders are loosening their allocation attitude towards crypto assets — even if the macro environment remains unstable, there are still those who view them as 'undervalued' assets for medium to long-term positioning.
⚠️ Historical capital outflow remains significant — ETF overall performance is weak
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🔎 Recent Observations on Digital Asset Fund Flows
Recent data shows that digital asset ETPs (including BTC, ETH, XRP, etc.) attracted a net inflow of approximately $1.06 billion. Among them, BTC, ETH, and XRP saw inflows of $461 million / $308 million / $289 million respectively. This indicates that, after a period of significant capital outflow, institutions and large investors are beginning to gradually rebuild their positions, maintaining a cautiously optimistic outlook for the medium to long term.
However, from the ETF data for November, the net outflow of BTC spot ETFs reached as high as $3.79 billion, still showing that some institutions are reducing their exposure.
At the coin level, the inflows are mainly concentrated in core assets such as BTC and ETH, while altcoins and small to mid-cap projects continue to see cautious fund flows. This suggests that high-volatility assets remain under pressure in the short term, and market liquidity and risk appetite have not fully recovered yet.
Conclusion:
The market is currently in a phase of capital structure restructuring + institutional phased layout. Short-term operations need to focus on inflow/outflow signals and leverage risks; medium to long-term investment should pay attention to BTC/ETH ETF dynamics and macro interest rate policies to determine the starting point for the next wave of structural upward movement.
Recent data shows that digital asset ETPs (including BTC, ETH, XRP, etc.) attracted a net inflow of approximately $1.06 billion. Among them, BTC, ETH, and XRP saw inflows of $461 million / $308 million / $289 million respectively. This indicates that, after a period of significant capital outflow, institutions and large investors are beginning to gradually rebuild their positions, maintaining a cautiously optimistic outlook for the medium to long term.
However, from the ETF data for November, the net outflow of BTC spot ETFs reached as high as $3.79 billion, still showing that some institutions are reducing their exposure.
At the coin level, the inflows are mainly concentrated in core assets such as BTC and ETH, while altcoins and small to mid-cap projects continue to see cautious fund flows. This suggests that high-volatility assets remain under pressure in the short term, and market liquidity and risk appetite have not fully recovered yet.
Conclusion:
The market is currently in a phase of capital structure restructuring + institutional phased layout. Short-term operations need to focus on inflow/outflow signals and leverage risks; medium to long-term investment should pay attention to BTC/ETH ETF dynamics and macro interest rate policies to determine the starting point for the next wave of structural upward movement.
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The emotions have recovered a bit.
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"Musk predicts: AI + robots will save 34 trillion in US debt, can humanity hold on until 2026?"
In a recent lengthy conversation, Musk once again showcased his unique "macroscopic perspective"—both detached from reality and pointing to reality.
Unlike the usual product releases or technology demonstrations, this time he is not talking about a new model or a new car, but three variables capable of changing the direction of civilization: the acceleration of AI, the shrinking global population, and the cracks in the US debt system.
Many people regard this type of statement as Musk's usual "alarmist rhetoric," but if you place these three things on the same structural diagram, you will find that what he is trying to express is not panic, but a brand new framework concerning the future economic form.
Unlike the usual product releases or technology demonstrations, this time he is not talking about a new model or a new car, but three variables capable of changing the direction of civilization: the acceleration of AI, the shrinking global population, and the cracks in the US debt system.
Many people regard this type of statement as Musk's usual "alarmist rhetoric," but if you place these three things on the same structural diagram, you will find that what he is trying to express is not panic, but a brand new framework concerning the future economic form.
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December 3 Crypto Market One-Page Brief (Concise Version)
⭐ Stablecoin Policy Progress
The United States (GENIUS Stablecoin Act) has entered the implementation phase, and regulators need to complete rule-making by July 18, 2026. The FDIC will propose the first draft this month, and the NCUA expects the rules to involve the application process for stablecoin issuers.
📉 Derivatives Market Sentiment
HTX BTC contract data shows: main positions are conservative, short-term sentiment is cautious, and there is a risk of downward pressure.
🪙 Coinbase Listing Roadmap Update
Coinbase will add the following tokens to the listing roadmap:
WET, ZKP, PLUME, HYPER, JUPITER.
📉 Federal Reserve Interest Rate Expectations
The United States (GENIUS Stablecoin Act) has entered the implementation phase, and regulators need to complete rule-making by July 18, 2026. The FDIC will propose the first draft this month, and the NCUA expects the rules to involve the application process for stablecoin issuers.
📉 Derivatives Market Sentiment
HTX BTC contract data shows: main positions are conservative, short-term sentiment is cautious, and there is a risk of downward pressure.
🪙 Coinbase Listing Roadmap Update
Coinbase will add the following tokens to the listing roadmap:
WET, ZKP, PLUME, HYPER, JUPITER.
📉 Federal Reserve Interest Rate Expectations
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btc four hours 93000 multiple breakthroughs failed, now it has come to a critical area, those with courage can gamble on a breakthrough, be careful to manage losses~
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🟧 SOL｜Four-Hour Level Trend Analysis (December 3)
Main Support Zone: $128 – $133
If the ascending structure gains support here, the oscillation pattern will be maintained.
Secondary Support: $118 – $123
If the main support is broken, the market is likely to retest this area for a second confirmation.
Main Resistance Zone: $144 – $150
If there is a significant breakout, bulls will have another opportunity to challenge the previous high.
Structural Lifeline: $110 – $114
If it falls below here → the four-hour trend clearly turns bearish.
Ascending Trend Line: The support line formed by connecting the last two low points
Once it falls below, caution is needed as it may enter a four-hour level adjustment phase.
Main Support Zone: $128 – $133
If the ascending structure gains support here, the oscillation pattern will be maintained.
Secondary Support: $118 – $123
If the main support is broken, the market is likely to retest this area for a second confirmation.
Main Resistance Zone: $144 – $150
If there is a significant breakout, bulls will have another opportunity to challenge the previous high.
Structural Lifeline: $110 – $114
If it falls below here → the four-hour trend clearly turns bearish.
Ascending Trend Line: The support line formed by connecting the last two low points
Once it falls below, caution is needed as it may enter a four-hour level adjustment phase.
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🟦 ETH｜Four-hour Level Trend Analysis (December 3)
Overall Judgment for Four Hours:
The ETH structure is similar to BTC, both in a "consolidation / top platform" structure, with the bullish trend not being broken, but momentum continues to weaken → waiting for a directional breakout.
🎯 Key Points for ETH in Four Hours (Applicable to All Styles)
Main Support Zone: $1,970 – $2,020
If this range holds, the consolidation structure remains valid.
Secondary Support: $1,900 – $1,940
If the main support is broken, the market is likely to retrace here to find secondary support.
Upper Pressure Zone: $2,130 – $2,180
If a volume breakout occurs, it may initiate a new round of upward movement in the four-hour timeframe.
Structural Lifeline: $1,850 – $1,880
Breaking below means the four-hour trend officially turns bearish.
Upward Trend Line: Sloping support drawn from recent lows
Once the trend line is broken → the probability of entering an adjustment phase increases.
Overall Judgment for Four Hours:
The ETH structure is similar to BTC, both in a "consolidation / top platform" structure, with the bullish trend not being broken, but momentum continues to weaken → waiting for a directional breakout.
🎯 Key Points for ETH in Four Hours (Applicable to All Styles)
Main Support Zone: $1,970 – $2,020
If this range holds, the consolidation structure remains valid.
Secondary Support: $1,900 – $1,940
If the main support is broken, the market is likely to retrace here to find secondary support.
Upper Pressure Zone: $2,130 – $2,180
If a volume breakout occurs, it may initiate a new round of upward movement in the four-hour timeframe.
Structural Lifeline: $1,850 – $1,880
Breaking below means the four-hour trend officially turns bearish.
Upward Trend Line: Sloping support drawn from recent lows
Once the trend line is broken → the probability of entering an adjustment phase increases.
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BTC｜Four-hour level trend analysis (December 3)
The following are the three most critical judgment modules for BTC at the four-hour level:
(1) Trend position
(2) Structural pattern
(3) The next two most likely trend paths
① Four-hour trend position: Bulls are still present, but momentum is clearly weakening
The four-hour level is generally composed of 'main trend line + oscillation secondary level', and the recent characteristics of BTC are:
● Bullish trend is still valid (no trend reversal signal has appeared)
Low points are still rising
Key moving averages (such as MA20 / MA60) have not yet shown a clear bearish crossover
Pullbacks mostly do not break previous lows → Indicates that the bullish structure has not been damaged
(1) Trend position
(2) Structural pattern
(3) The next two most likely trend paths
① Four-hour trend position: Bulls are still present, but momentum is clearly weakening
The four-hour level is generally composed of 'main trend line + oscillation secondary level', and the recent characteristics of BTC are:
● Bullish trend is still valid (no trend reversal signal has appeared)
Low points are still rising
Key moving averages (such as MA20 / MA60) have not yet shown a clear bearish crossover
Pullbacks mostly do not break previous lows → Indicates that the bullish structure has not been damaged
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December 2nd Crypto Market Situation:
【Market Sentiment】Today's Fear and Greed Index drops to 23
【Commodities】Gold price falls below 4200 USD
【DEX Progress】Uniswap's cumulative trading volume exceeds 40 trillion
【XRP Dynamics】
300 million locked in Ripple custody
US spot XRP ETF net inflow of 89650000 USD
【ETF Trends】
BTC ETF: +370000 USD
ETH ETF: -79130000 USD
SOL ETF: -1355000 USD
【Macroeconomic Expectations】Polymarket shows a 90% probability of the Federal Reserve cutting rates by 25bp in December
【Market Sentiment】Today's Fear and Greed Index drops to 23
【Commodities】Gold price falls below 4200 USD
【DEX Progress】Uniswap's cumulative trading volume exceeds 40 trillion
【XRP Dynamics】
300 million locked in Ripple custody
US spot XRP ETF net inflow of 89650000 USD
【ETF Trends】
BTC ETF: +370000 USD
ETH ETF: -79130000 USD
SOL ETF: -1355000 USD
【Macroeconomic Expectations】Polymarket shows a 90% probability of the Federal Reserve cutting rates by 25bp in December
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