Wall Street has gained actual control over Bitcoin, and miners no longer have the ability to influence the market. This is something I have been emphasizing over the past year, and it is also the reason why I have asserted that Bitcoin will enter a small peak before the halving. Brother Zhao’s visit to the United States means that the ETF application must be approved, although this sounds like It's like a conspiracy that has been laid out for a long time, but it is a conspiracy. When people were still talking about how they would not take over Bitcoin at a high price, Wall Street already had actual control over Bitcoin. This is the reality. They can influence the market, not only the crypto market, but they can influence the world's rich businessmen and celebrities, and even wars. In previous articles, I have emphasized many times that the market value of Bitcoin is as simple as buying a stuffed toy for them to play with. I also firmly believe that they are not targeting the three walnuts and two dates in our hands and spending several years planning to use their century-old reputation to endorse Bitcoin. They must be targeting wealthy businessmen and celebrities. Is it really impossible to apply for approval five years ago? Obviously it can be applied for approval, but at that time, miners' income could influence the market, and applying for approval before this halving means that miners have lost their ability to influence the market. You may not believe it, but the fact is that Wall Street is about to control a financial world that exists with the Internet, and it is still a year-round engine. As long as they use some tricks to let giants such as Google, Apple, Microsoft, and Buffett buy and store them, technology companies and wealthy people around the world will follow suit. This is the trend. Do you think this is enough? After they promote Bitcoin to the altar, they will also promote the tokenization of real assets. This is a trillion-dollar market. #内容挖坑 #BTC $BTC $BNB $SOL
Every time the market falls into despair, it always reminds us that there is still hope for the market.
We have entered a long-term structural bull market, especially for altcoins. As I always say, I believe institutions are reassessing the so-called value system of altcoins, so do not approach the market with a Bitcoin or altcoin mindset; this will be an investment logic that can change the latter half of your life.
Unlike the past decade, the current market already has a large number of application cases, and blockchain technology has developed its own embryo. I believe American institutions are also evaluating the value of the altcoin system.
The cryptocurrency sector has its own value investment system, which will become clearer over time. The reason most people do not believe it is that they focus too much on the current gains and losses, or they use leverage to amplify their own risks. Especially in the Chinese-speaking regions, reducing the use of leverage and being part of the market structure can lead to significant structural returns, which is immense wealth.
Taking the past two years of stable growth of doubling as an example, approximately 150 billion USD, there is at least another 50 billion USD on-chain waiting to be invested in the market, or even more. This batch of money should belong to many large traditional institutions or family offices.
As stablecoin inflows accelerate significantly and the QT cycle ends, the market has returned to a structural range close to the bear market low of 2022 after a long compression. The resonance of liquidity and structure suggests that the curtain on the upward cycle may have already been raised.
Finally found the reason why Powell is reluctant to ease up: an annual salary of $190,000, yet controlling the entire global financial market. The stark contrast between such a salary and power is so pleasurable that a seventy-year-old man cannot extricate himself, like holding a nuclear weapon remote but only able to press the television button.
JPMorgan and MicroStrategy's risks of being excluded from the MSCI index have already been fully reflected in their stock prices. In fact, MicroStrategy does not need to sell Bitcoin, as U.S. banks are likely to open up Bitcoin collateral lending channels in the future. No matter how the market changes, Wall Street firmly holds the initiative in cryptocurrency.
Once Wall Street completes the structural adjustment in the crypto space, small American allies will begin to tidy up Chinese exchanges. The future scenario is likely that they will replicate the SBF-style operating model once again, and it is not excluded that this group may bring SBF back into operation; how could the Jews suffer losses in the capital market at the hands of the Chinese?
Once the structural adjustments are in place, these Wall Street bigshots are likely to perform a new script. I can say it's a conspiracy theory, but the capital market has always been about reciprocity.
JPMorgan: The risk of Strategy being removed from the MSCI index has been reflected in the stock price
【JPMorgan: The risk of Strategy being removed from the MSCI index has been reflected in the stock price】Golden Finance reports that JPMorgan states that the stock of Strategy Inc. has fully absorbed the potential risk of being removed from major stock indices, and that even if MSCI's upcoming decision leads to the removal of the company (which would still trigger passive fund outflows), it could become a catalyst for the stock price to rise. As the world's largest corporate holder of Bitcoin, Strategy has been under pressure to respond to the decline in token prices - the company holds approximately $60 billion in Bitcoin, with limited cash reserves. The market's concerns about its potential sale of crypto assets continue to escalate, and the current thin liquidity and weak demand in the cryptocurrency market further exacerbate the selling pressure on this stock.
【BlackRock: The Growth of US Debt Will Drive Up Cryptocurrency】Golden Finance reports that BlackRock has released its outlook for 2026. Setting aside pessimistic judgments about US bonds and the world's largest economy, this report essentially outlines an optimistic roadmap for the accelerated adoption of cryptocurrencies by institutions. The report notes that US federal debt will exceed $38 trillion, market vulnerabilities are increasing, and traditional hedging tools are gradually becoming ineffective. In this environment, Wall Street giants will more quickly turn to digital assets as alternative investments. Samara Cohen, Global Head of Market Development at BlackRock, stated that stablecoins have 'moved beyond niche' and are becoming a key bridge between traditional finance and digital liquidity.
It's far from just that. Before the trade war began, I had mentioned several "conspiracy theory-like" judgments, one of the most core being that the AI industry would completely change the strategic layout of American institutions. In the past nine months, almost all key minerals have taken off, which itself indicates that the restructuring of the industrial chain is happening.
Looking back at Trump's layout, his "Genesis Plan" is strikingly similar to the strategic mind map I created, highly consistent with my judgments at that time. It's not exactly the same, but it feels like he copied it.
There are also rumors in the cryptocurrency circle about several Chinese individuals who specifically serve as advisors to American institutions, "targeting Chinese people" to export viewpoints. Just joking, am I being brainwashed by them for Trump?
But jokes aside, from a realistic perspective, Trump indeed has a very powerful think tank behind him. They are currently redesigning America's economic structure with strategic contraction as the core, attempting to rewrite the underlying logic of the global system through AI industry upgrades.
For us, this is not a good thing; the trade share between China and the U.S. will gradually shrink in the next decade, and after 15 years, the U.S. can basically achieve trade strategic autonomy. The trade card can only be played once domestically.
【Jensen Huang: President Trump's growth-promoting energy policy 'saved the artificial intelligence industry'】Golden Finance reports, NVIDIA CEO Jensen Huang: President Trump's growth-promoting energy policy 'saved the artificial intelligence industry'.
How to choose between Aster and Hype? Currently, the price point favors Aster, allocating 10% to 20% of funds below 500,000 USD. The reasoning is simple: CZ has openly endorsed it, and there has been no hard launch after that (if you personally prefer strong players, then choose Hype. However, when Hype rises further, Aster will definitely follow, and will likely increase more than Hype. After doubling, try to withdraw your principal as early as possible. Whether you sell or not during future rises or falls is up to you. Don't make the same mistake as last year by holding on until it quadruples and then not selling, only to end up complaining after being stuck. No one is obligated to urge you to sell your coins).
Other leading assets should focus on top public chain assets, such as on-chain DeFi protocols for ETH. Looking long term, many of these belong to quality assets.
Trash assets in hand should be disposed of, especially for those with small amounts of capital; there's no need to hold so many coins.~
People with assets below 500,000 USD allocate 10% to 30% to Sky positions, and it will rise to 0.2 USD anyway, 0.15 can withdraw their own principal. (Except in case of protocol theft, pay more attention to news; if the protocol does not get stolen, it is still a quality asset).
In a structural bull market, apart from Trump, Doge, and other strong traffic-related MeMe, after the market shows better trends, emotional fluctuations will lead to significant surges; other MeMes are quite worthless. However, when Doge reaches 1 USD is related to market sentiment. MeMe is an emotional currency; the more incremental funds in the market, the better the performance of leading MeMes. (Long-term, it is also a choice between 15% to 20% holding; if you feel Trump loves to freeload, then take Doge; if you feel people are looking up to strong authority, then take Trump).
Another good choice is Aster, called out by CZ's brand. The subsequent Hype will strongly correlate with the rise of Aster, which should perform better than Hype. Hype has already been accumulated with many chips by leading institutions; after all, Hype has already risen significantly in the past. Aster has not yet had a hard launch after being listed; you can double your principal, and the rest is up to you.
The bankrupt sectors USTC and FTT are purely lottery combinations, and do not exceed 5% of your position funds. Last year, some people made profits, while others kept holding onto floating losses.
All remaining funds should be placed in leading assets, especially in the Defi sector.
What can be said is about this much. Remember, after the subsequent rise, do not be greedy like last year. When coins fly five or six times, people are still dreaming of becoming rich. Wealth does not imply freedom; the pressure on someone with 1 million assets compared to Musk with 500 billion USD assets may not necessarily be less than Musk's.
People with assets below 500,000 USD allocate 10% to 30% to Sky positions, and it will rise to 0.2 USD anyway, 0.15 can withdraw their own principal. (Except in case of protocol theft, pay more attention to news; if the protocol does not get stolen, it is still a quality asset).
In a structural bull market, apart from Trump, Doge, and other strong traffic-related MeMe, after the market shows better trends, emotional fluctuations will lead to significant surges; other MeMes are quite worthless. However, when Doge reaches 1 USD is related to market sentiment. MeMe is an emotional currency; the more incremental funds in the market, the better the performance of leading MeMes. (Long-term, it is also a choice between 15% to 20% holding; if you feel Trump loves to freeload, then take Doge; if you feel people are looking up to strong authority, then take Trump).
Another good choice is Aster, called out by CZ's brand. The subsequent Hype will strongly correlate with the rise of Aster, which should perform better than Hype. Hype has already been accumulated with many chips by leading institutions; after all, Hype has already risen significantly in the past. Aster has not yet had a hard launch after being listed; you can double your principal, and the rest is up to you.
The bankrupt sectors USTC and FTT are purely lottery combinations, and do not exceed 5% of your position funds. Last year, some people made profits, while others kept holding onto floating losses.
All remaining funds should be placed in leading assets, especially in the Defi sector.
What can be said is about this much. Remember, after the subsequent rise, do not be greedy like last year. When coins fly five or six times, people are still dreaming of becoming rich. Wealth does not imply freedom; the pressure on someone with 1 million assets compared to Musk with 500 billion USD assets may not necessarily be less than Musk's.
The Federal Reserve finds it difficult to control inflation returning to 2% based on an industrial logical fact. What the Federal Reserve is doing now is like a man who married a 35-year-old wife 35 years ago; now both are 70 years old, yet they still take Viagra every day, fantasizing that with a little more effort, they can have a child.
The US-China competition combined with the high demand for energy from the AI industry, as well as the country's strategic layout for future interests, all make it difficult for the Federal Reserve to achieve the target of bringing inflation back to 2% in the short term. Last year, I often mentioned that Russian assets were not bad. At that time, the analysis believed that the reflection period after the end of the war, combined with a vast territory and abundant energy, made Russian assets attractive. This year, looking again, the ruble has risen by 40%, and it has been proven that this analysis still holds.
Although many people find it hard to accept that I said Russian assets would be a good choice, I have also faced criticism. However, there is no absolute good or evil in the world; looking at history, one can find that responsibility lies with multiple parties. The Ukraine denuclearization event was finalized with the participation of the US, UK, Ukraine, and Russia, respecting Ukraine's territorial integrity. Following this, various treaties, military training, and provocations to join NATO have led to the current situation, and everyone can see the outcome, with the US taking the lead in proposing territorial concessions and reparations. In the real world, there is no absolute good or evil, especially in politics.
NVIDIA CEO: Energy has become the next global bottleneck for AI
BlockBeats News, on December 4th, NVIDIA CEO Jensen Huang stated that energy has become the next global bottleneck for artificial intelligence; the development of artificial intelligence puts pressure on power supply; it is predicted that small nuclear reactors will be widely used to power artificial intelligence systems in the next decade. (Golden Ten)
If the supply of currency remains unchanged, the world will become polarized. Wealth will become scarcer, prices will decrease, and all emerging technologies will fail to develop fully. It may seem like fixing currency within a range is a good thing, but in reality, it is the beginning of a disaster.
Therefore, discussing whether gold or Bitcoin is the ideal currency is inherently a dull matter. Both gold and Bitcoin are not currencies, but rather one of the anchors of currency.
Who still remembers the ration tickets for grain, meat, and tobacco that elders used to mention? That era had limited supply, but material wealth was not abundant, and all prices were very low. However, apart from some privileged classes who could enjoy certain special treatments, ordinary people could not even touch the fish in the river.
What the Federal Reserve is doing now is like marrying a 35-year-old wife 35 years ago. Now both are 70 years old, yet they still take Viagra every day, fantasizing that with a little more effort they can have a child.
The Federal Reserve's long-standing insistence on bringing inflation back to 2% is fundamentally flawed, falling into the category of either foolish or malicious reasoning.
Currently, the interest rates of the economic cycle and the future expected returns on financial assets are both declining, while the outstanding debt is becoming increasingly large. However, due to adjustments in industrial structure, the prices of raw materials are continuously skyrocketing, and the Federal Reserve is still fantasizing about bringing inflation back to the so-called rigid target of 2%, which is either foolish or malicious.
With the current outstanding debt, for every day the Federal Reserve delays, the future costs and consequences far exceed the efforts made to control the inflation target.
Retiring early would be beneficial for everyone; maintaining a 3% inflation rate in the current economic cycle would already be a significant achievement.
The Federal Reserve's long-standing insistence on bringing inflation back to 2% is fundamentally flawed, falling into the category of either foolish or malicious reasoning.
Currently, the interest rates of the economic cycle and the future expected returns on financial assets are both declining, while the outstanding debt is becoming increasingly large. However, due to adjustments in industrial structure, the prices of raw materials are continuously skyrocketing, and the Federal Reserve is still fantasizing about bringing inflation back to the so-called rigid target of 2%, which is either foolish or malicious.
With the current outstanding debt, for every day the Federal Reserve delays, the future costs and consequences far exceed the efforts made to control the inflation target.
Retiring early would be beneficial for everyone; maintaining a 3% inflation rate in the current economic cycle would already be a significant achievement.
Odaily Planet Daily News: On Wednesday evening at 9:15 PM Beijing time, payroll processing company ADP will release the latest private sector employment data for the United States, which is expected to show that the labor market remained relatively stable in November. Due to fewer economic data at the disposal of Federal Reserve officials than usual, this may lead to further divergence among them when setting interest rates next week. Analysts believe that if the data does not show a significant decline in employment, then Federal Reserve officials concerned about inflation remaining above the 2% target may have more reason to believe that maintaining interest rates stable next week is the correct way forward. (Jin Shi)
When the market enters a state of panic, most people choose to cut their losses and exit. Seeing their positions continuously shrink, they naturally seek the stability of cash for psychological comfort.
During the semi-peak period of the market, most funds that are waiting to cut losses will re-enter the market. They constantly reassure themselves that they will achieve significant results, analyzing the next stage of market development based on K-lines and real-time news updates. As time goes by, the semi-peak period reaches the peak of a bull market, while the news promoted by the market features various 'mysterious individuals' who have achieved significant results, and every retail investor entering midway will fantasize about becoming the next 'winner' featured in the news.
Therefore, regardless of whether it is a bull or bear market, most investors are in a state of loss, with bull markets making it easier for investors to experience concentrated losses.
When you find every piece of real-time news data makes perfect sense, you must be a person with problems, what Munger would call a 'fool'.
On December 1st, most KOLs ended the bull market and exited with stop-losses.
On December 3rd, most KOLs just started the bull market, and I was still on the bus 🚌
Since last month, the risk control systems for deposits and withdrawals in banks, Alipay, and WeChat have been tightening comprehensively. The risk of withdrawing funds at this point is higher than the risk of holding coins, and the tax system is also tightening significantly. Authorities may come to you to inquire about the source of your funds and the tax policies.
Minimize withdrawals, and keep coins safely in your wallet, especially large amounts of money should be kept within your control.
A large batch of fresh leeks is slowly coming in line with the huge narrative painted by Wall Street. But what really matters this time is not the tens of billions of dollars that Wall Street is short-term increasing, but rather that the managers of this old money are starting to turn their attention to blockchain.
When an institution managing hundreds of billions, or even trillions, of assets nods for the first time, it brings not just the capital itself, but the attention of old money. Traditional banks are also opening up to exposure to cryptocurrencies; a 1% to 4% exposure could potentially push the cryptocurrency sector towards a scale of 10 to 20 trillion dollars, and over time, the exposure will grow larger.
Cayman Islands Web3 Foundation Registrations Surge, Over 400 New Ones Expected in 2025
According to Wu's report, the number of Web3 foundations registered in the Cayman Islands has increased by 70% year-on-year, surpassing 1,300 by the end of 2024, with over 400 new registrations expected in the first five months of 2025. Cayman foundations have become the mainstream legal shell for DAOs, used for hosting vaults, holding IP, and handling compliance matters.
At least 17 foundation vaults have exceeded $100 million. The OECD CARF reporting framework will be implemented in 2026, and the Cayman Islands will require crypto service providers to conduct due diligence and reporting, but only the treasury of agreements holding assets and passive foundations are expected to be outside the mandatory reporting scope.
On December 1st, most KOLs ended the bull market and exited with stop-losses.
On December 3rd, most KOLs just started the bull market, and I was still on the bus 🚌
Since last month, the risk control systems for deposits and withdrawals in banks, Alipay, and WeChat have been tightening comprehensively. The risk of withdrawing funds at this point is higher than the risk of holding coins, and the tax system is also tightening significantly. Authorities may come to you to inquire about the source of your funds and the tax policies.
Minimize withdrawals, and keep coins safely in your wallet, especially large amounts of money should be kept within your control.
Trump crazily hints that Hassett is the next Fed chairman, but how does Hassett compare to Powell like a big villain???
Isn't Hassett going to give everyone a big show, creating a global currency disaster?
Looks like a villain character, one of those who reform the system, restart cycles, reshape the dollar structure, while Powell is a conservative, and a very conservative traditionalist.
【Trump actively hints that Hassett is the next chairman of the Federal Reserve】Golden Finance reports that U.S. President Trump stated at a White House meeting while introducing Hassett that the potential chairman of the Federal Reserve is right here.
The United Nations = the organization with the least global influence
As a child, I often heard teachers talk about how incredible the United Nations is, how incredible it is, how incredible it is
Only when I grew up did I realize that it is not a place to solve problems at all, but a stage where a group of old rogues gather to argue, veto each other, and speak their own minds.
As a child, I thought it could manage the world, but I realized when I grew up that no one even listens to it.
The world is just so abstract; what we hear, learn, and believe will change over time.
【UN Report: Financial Fluctuations May Threaten Global Trade, Pushing Global Economy 'to the Brink of Crisis'】Golden Finance reports that the United Nations Conference on Trade and Development (UNCTAD) released the '2025 Trade and Development Report' on December 2, predicting that global economic growth will slow to 2.6% in 2025, down from 2.9% in 2024. The report focuses on the impact of finance on trade, noting that fluctuations in financial markets have an influence on global trade that is almost equivalent to that of real economic activity, and affect the global development outlook. UNCTAD Secretary-General Greenspan stated that the findings indicate that the financial environment is increasingly dominating the direction of global trade, "Trade is not just a supply chain, but a connection of credit lines, payment systems, currency markets, and capital flows."
Looking back at the post I wrote two years ago, Wall Street has basically achieved everything that was said back then.
First, they took control of the narrative around Bitcoin, then held the liquidity entrance of the crypto market in their hands, and redefined the entire industry's discourse system in the name of grand narratives like 'on-chain assets' and 'RWA'.
Next, they began to paint big visions for the whole world. Whether you are old money in the crypto circle, new money, or retail investors who have been trading along, you have to eat in their narrative.
And their vision is indeed big enough: global asset tokenization, on-chain dollar settlement layer, stablecoin legislation, cross-border payment reconstruction...
As they lay down one big vision after another, not only do you have to partake, but the entire financial system must follow suit, and if you don’t, they’ll stuff it in your mouth.
The scariest part is not how big the visions painted by these people are, but that the visions they once painted have already been realized, yet not many are onboard, including Buffett, Munger, Duan Yongping, and others who are indeed part of the big vision they painted.
Two years ago, those commenters who felt it was hard to believe, you should believe it now, but it’s too late~
Wall Street has gained actual control over Bitcoin, and miners no longer have the ability to influence the market. This is something I have been emphasizing over the past year, and it is also the reason why I have asserted that Bitcoin will enter a small peak before the halving. Brother Zhao’s visit to the United States means that the ETF application must be approved, although this sounds like It's like a conspiracy that has been laid out for a long time, but it is a conspiracy. When people were still talking about how they would not take over Bitcoin at a high price, Wall Street already had actual control over Bitcoin. This is the reality. They can influence the market, not only the crypto market, but they can influence the world's rich businessmen and celebrities, and even wars. In previous articles, I have emphasized many times that the market value of Bitcoin is as simple as buying a stuffed toy for them to play with. I also firmly believe that they are not targeting the three walnuts and two dates in our hands and spending several years planning to use their century-old reputation to endorse Bitcoin. They must be targeting wealthy businessmen and celebrities. Is it really impossible to apply for approval five years ago? Obviously it can be applied for approval, but at that time, miners' income could influence the market, and applying for approval before this halving means that miners have lost their ability to influence the market. You may not believe it, but the fact is that Wall Street is about to control a financial world that exists with the Internet, and it is still a year-round engine. As long as they use some tricks to let giants such as Google, Apple, Microsoft, and Buffett buy and store them, technology companies and wealthy people around the world will follow suit. This is the trend. Do you think this is enough? After they promote Bitcoin to the altar, they will also promote the tokenization of real assets. This is a trillion-dollar market. #内容挖坑 #BTC $BTC $BNB $SOL
BlackRock CEO: The development of tokenization rivals the early internet and will achieve significant growth.
These Wall Street money players are indeed more formidable than the previous batch of Silicon Valley rookies. During the last bull market, Silicon Valley invested heavily in infrastructure projects, but in the end, they were all cleaned out by the likes of Ethereum and Bitcoin.
Wall Street institutions are clearly much smarter than Silicon Valley, just as I wrote two years ago that Wall Street would gain the influence of Bitcoin and then turn around to eat the entire crypto finance layer to develop their own business.
In finance, one cannot help but admire these people; they are resourceful. Millions in the crypto space have built platforms, only to hand them over to them at an extremely low cost.
Instead of investing in infrastructure, they only participate in already established projects. With a little money and means, they made the entire financial circle aware that Bitcoin is tied to BlackRock. Two years have passed, and the market has already returned to the bullish state it once was, with Wall Street having secured the influence of Bitcoin.
As I said before, the scariest part is that after they secured the influence of Bitcoin, they began to paint a rosy picture for everyone. Whether you partake in this pie or not, the initiative is in their hands, and they even influence the cycles of crypto. In contrast, the Silicon Valley folks invested heavily in a multitude of zero-value projects during the last bull market, all of which were cleaned out of the circle. When it comes to money, one must look to the ancestors, especially BlackRock, which has grown to manage assets worth $100 trillion in just a few decades.
The struggle between Wall Street and old money in the crypto space has just taken its first step, and it is far from over.