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Just now Binance launched 0G, let's talk about 0G, and the recent Binance contracts

Recently, Binance contracts included AVNT, OPEN, 0G, etc.

I don't know if everyone has noticed, but recently, Binance's spot market has been rising

The situation where contracts previously dropped sharply after being listed no longer exists

So on the day 0G was listed, I advise everyone not to short it

Moreover, 0G is the first coin to implement micro-strategies before being listed, so the probability of it being pumped in the early stage is very high

In addition, 0G has been listed on major exchanges like UPbit and Binance

There should be a lot of hot topics for speculation soon

Let me tell you what time period is suitable for shorting this coin

Around October 15th, 0G will start unlocking tokens

After October 15th, shorting should be fine, but don't think about it now

AI narrative + micro-strategies + major achievements, Buff is fully stacked

By the way, I also have 0G's NFT, is this thing worth money now? $0G

$MYX
The team can eat freely.

Cryptocurrency # The market may really be coming to an end. Many coins have lost liquidity, and recently it's been difficult to trade. When U.S. stocks drop slightly, the crypto market drops significantly. When U.S. stocks rise, the crypto market remains flat. To put it simply, the sentiment is insufficient. But it's also normal. 88000# Bitcoin BTC # is a big pie, even the dog shook its head after seeing it.
Brother Maji increased his ETH long position again in the morning. Following past practices, it should be about to crash, at least that's how it's been before.
Yesterday's non-farm payroll data was also quite dramatic. On one hand, it's bearish, and on the other hand, it's bullish, which resulted in no significant one-sided market trend, meaning both long and short have room to operate. As long as trades are made at the top and bottom of the market, there are opportunities.
Back to the market, after BTC broke out of its range, U.S. stocks still opened in another range, with basically no significant trading space.
The most comfortable position to go long is around 855. There are two thoughts for going short. The first is more aggressive, going short at 880 (following the idea of high short and low long), and the second is to go short at the 893 resistance exchange position, since both belong to left-side entry, the risk is relatively high.
ETH # Ethereum ETH # is very weak, lacking the motivation to attempt an upward breakout, instead continuously pushing down. The boundaries of ETH's consolidation range are quite clear, and one can go short at 2975 with a tight stop; at 2909 and 2885, one can gradually go long.

This Friday, the interest rate hike of the yen is a done deal, which is the core risk point in the current market.

Looking back at the three rounds of interest rate hikes:

On March 19, 2024, BTC dropped 5% with an 8% amplitude, and rebounded quickly the next day after hitting the bottom with the same amplitude;

On July 31, 2024, BTC had a 2% amplitude and fell another 5% the next day, stabilizing after a week of fluctuations;

On January 24, 2015, BTC had a 4% amplitude and slightly increased before starting the subsequent correction trend.

The Bank of Japan will raise interest rates at the meeting on the 19th.
On Friday, A-shares may slightly follow the trend.
However, the US stock market and the A-share market have already digested most of it in advance.
The impact is not that significant, so there's no need to worry too much.

Let me summarize the impact of Japan's interest rate hike for everyone:
1. The interest rate hike in Japan raises borrowing costs + appreciation expectations, leading arbitrage funds to sell off overseas assets and return, triggering a chain decline in the market;
2. The return of Japanese funds contracts global liquidity, putting pressure on high valuation sectors (such as US tech stocks);
3. The rise in Japanese bond yields drives up global risk-free interest rates, suppressing stock valuations (growth stocks are impacted even more);
4. Breaking the inertia of low-interest expectations, investors turn to safe-haven assets, intensifying stock market adjustments.
#JapanInterestRateHike##BankOfJapanAnnouncesInterestRateHike#美国非农数据超预期

Currently, it is highly likely that the Bank of Japan will raise interest rates. A large amount of funds purchasing Bitcoin in the market comes from the low-priced yen. Now that Japan has raised interest rates, these funds will gradually withdraw from cryptocurrencies.
At this stage, safety is paramount; signs of an economic crisis have already emerged. Stay away from technology and AI stocks.
Hold cash or short-term government bonds, and hold stocks in daily necessities and fast-moving consumer goods.
No matter when, people need to wash their faces, take baths, wash their hair, eat, drink water, and drink cola.
Look at the layout of foreign capital in the domestic industry; they are continuously controlling the domestic market for daily necessities and fast-moving consumer goods. Now, when you walk into a supermarket, most of the brands you see have the shadow of foreign capital.
These products can transcend cycles; they increase in price during monetary easing and maintain stable prices during monetary tightening, ensuring good cash flow.

The Federal Reserve suddenly changes its mind, rumors of a rate cut in December are rampant, retail investors in the crypto world should stay vigilant and not be harvested like leeks!

JPMorgan insisted a week ago that there would be no rate cuts this year, but now they've made a 180-degree turn, claiming the Federal Reserve will take action in December. The speed of this flip is even more exaggerated than the crypto K-line charts. However, don’t rush to celebrate that a bull market is coming; Wall Street's 'script murder' is beginning again. The president of the New York Federal Reserve is signaling dovishness, and institutions already knew the economy was struggling, but waited for the employment data to disappoint before changing their tune. This is clearly a game of expectation management, aiming to buy in at low prices. When the September employment data was released, BTC plummeted instantly, serving as a cautionary tale.

Moreover, a rate cut may not necessarily signal a bull market. Historical data shows that after the Federal Reserve's first rate cut in 2019, BTC fell by 20%. When the good news is fully priced in, it becomes bad news. Currently, the market has already inflated rate cut expectations. When the official announcement comes, institutions might collectively sell off. Don't wait until the news breaks to chase; instead, focus on on-chain data to see if there are any movements in whale wallets. This is the approach of smart investors.

Excess profits come from huge divergences.

Timing for building positions during huge divergences:
➠ Crash (-30 to -50%)
➠ Fear Index < 10
➠ Influencers are collectively bearish
➠ Liquidations > 1 billion
➠ Media mocks BTC/ETH to zero
➠ Needle injection

The more conditions met, the more profit. Bought the dip at $

Stablecoins have a considerable depth of moat

In my personal opinion, stablecoins are very similar to social media

Although there are now hundreds of types of stablecoins

USDT & USDC still account for 90% of the total market value ​​​$USDT

Stablecoins, are they really stable?

In fact, stablecoins can be divided into four categories:
1. Fiat-collateralized, such as USDT and USDC, supported by an equivalent amount of US dollars or highly liquid fiat assets;
2. Crypto-collateralized, like DAI, which locks up digital assets such as ETH through smart contracts as collateral;
3. Algorithmic stablecoins, which rely on algorithms to adjust market circulation to maintain price, with higher risks;
4. Commodity-collateralized, such as PAXG, which is linked to physical gold, with 1 coin corresponding to 1 ounce of gold.

Not all of the above four categories are stable, as the underlying collateral may not be stable, so we cannot say that "stablecoins are all stable."

However, both fiat currencies and gold will fluctuate, and stablecoins are certainly no exception. So which stablecoin is relatively stable? Let's rank them:

Stability:
Fiat-collateralized stablecoins (USD/CNY) > Commodity-collateralized (gold) > Crypto-collateralized (digital assets like ETH) > Algorithmic stablecoins

In short, it still depends on whether the collateral behind the stablecoin is stable, as well as whether the regulation behind it is strict. The stability of the collateral behind the stablecoin essentially represents the stability of that stablecoin.

The first batch of pilot stablecoins in Hong Kong is based on the most stable fiat-collateralized stablecoins, and JD.com and Ant Group have applied to enter the market.

The requirements for entering the market are also very high:

1:1 fiat reserve requirement:
- All issuers of Hong Kong dollar stablecoins must maintain a 100% equivalent fiat reserve, meaning "for every stablecoin issued, an equivalent amount of Hong Kong dollars must be deposited"
- Reserve assets are limited to cash, Hong Kong dollar/USD government bonds, central bank deposits, and other highly liquid low-risk assets, independently custodied by licensed banks in Hong Kong
- An executable 1:1 redemption mechanism must be provided, allowing users to convert stablecoins back to fiat at face value at any time

Strict capital and compliance thresholds:
- Non-bank applicants must have a paid-in capital of 25,000,000 HKD to ensure financial strength and risk resistance capability
- Issuing institutions must be registered companies in Hong Kong or recognized foreign financial institutions with a physical presence in Hong Kong
- Implement "atomic-level compliance": KYC real-name verification, transaction record retention (for over 5 years), AML/CFT anti-money laundering measures

In summary: Hong Kong stablecoins = fiat-collateralized stablecoins (HKD/USD as the anchor) + licensed financial institutions issuing + strict regulation by the Monetary Authority

Hong Kong stablecoins are truly stable.

There are two weeks until the next FOMC meeting.
In the past few weeks, the likelihood of another 25 basis point rate cut was basically fifty-fifty.
But now the probability of a rate cut has exceeded 80%.
This is because several Federal Reserve officials made dovish comments last week, changing market expectations.
We also expect to hear Trump announce a new Federal Reserve Chair nominee before Christmas.
The currently most popular candidate is Hassett, who is a big dove and also a supporter of the cryptocurrency field.

BTC has a very clear liquidity distribution within this price range.
After experiencing continuous and large-scale selling 1-2 weeks ago, a large amount of liquidity has accumulated in the $97K-$98K area.
This has led to a series of slightly lower highs, forming a huge liquidity zone.
The $97K-$98K area is also consistent with a noticeable horizontal price line.
So overall, this is a good area worth paying attention to. ​​​$BTC

The net inflow on the first day of the DOGE spot ETF was only $1.8 million, and it was only $2.16 million on the second day, with a significant portion of that being large holders transferring their off-exchange positions for arbitrage. The actual incremental funds and trading volume are far below market expectations, and the level of quietness is somewhat beyond imagination.
Why is this happening? The reason is quite straightforward: the applicants lack sufficient credibility.
The inflow at the launch of an ETF can essentially be understood as a top-tier endorsement.
Bitcoin has support from BlackRock and Fidelity, while Ethereum is backed by VanEck and Grayscale, naturally attracting market attention; however, the issuers of these DOGE ETFs (like Rex, 21Shares, etc.) have limited influence in traditional finance, so institutions and retail investors are not in a hurry to buy in.

Currently, there are only a few sporadic applications, and the pressure of multiple top-tier asset managers collectively standing behind it has not formed.
Only when giants like Fidelity, ARK, or Invesco join the DOGE ETF application camp will it truly ignite market sentiment.

However, I remain optimistic about the future trend of the DOGE ETF for three reasons: historical patterns: BTC ETFs and ETH ETFs experienced a period of initial coolness followed by a surge in the first week of listing, even showing short-term declines before starting a main rally;
DOGE itself has cultural symbols that other altcoins cannot replicate, along with Musk's endorsement as a dual moat. Once more leading institutions enter the scene, the narrative switch will happen very quickly;
I believe the current cold start of Dogecoin is precisely squeezing out the false inflows. When the real incremental funds come in the future, the explosive power will be even stronger! $DOGE

From the current market sentiment and capital behavior, most have completely turned bearish:
Altcoins are viewed with extreme skepticism, small retail investors either cut losses and exit or are tightly trapped by various garbage coins and MEMEs; mainstream coins, on the other hand, are avoided. The phenomenon of capital layering is very evident: small capital players still prefer low market cap altcoins and MEMEs, hoping to get rich overnight, while large capital players only recognize a few top coins like BTC, ETH, and BNB;
The result is that those mainstream coins in the middle layer, with fundamentals, ETFs, and a market cap of 5-30 billion have become a double vacuum: small investors don't like to touch them, and large players currently overlook them.

However, it is precisely this extreme vacuum that creates the best opportunity for low-position layouts. The reason is simple: these coins generally already have or are about to have spot ETF endorsements. Once sentiment reverses, at that time institutions and media will only need to say, "These are the truly regulated and long-term valuable assets," and retail investors will frantically re-enter;
Moreover, these mainstream coins with ETFs have a large enough market cap, excellent liquidity, and are relatively clean, fully aligning with the operational preferences of institutions and market makers, making entry and exit extremely convenient. At that time, the situation will definitely reverse and directly surge! $BTC

Tom Lee Revises Bitcoin Target Prediction: $250,000 Viewpoint Shelved, Year-End Focus Shifts to Breaking $100,000
Tom Lee, co-founder of Fundstrat Global Advisors, who has made bold price predictions multiple times, recently publicly revised his expectations for Bitcoin's year-end performance.
In a recent interview with CNBC, he no longer insists on his well-known prediction that "Bitcoin will reach $250,000 by the end of 2025," and instead stated that Bitcoin is "very likely to break $100,000 before the end of the year," and could even surpass the historical high since October of this year.
This statement comes against the backdrop of a sustained weakness in the Bitcoin market recently. Market data shows that since mid-October, Bitcoin has been in a downward trend, falling below the $90,000 mark for several consecutive days.
This short-term weakness contrasts with historical seasonal patterns. According to CoinGlass data, November has typically been the month with the strongest average performance for Bitcoin since 2013, but the market's performance this month deviates from historical trends.
However, Lee still has expectations for the year-end performance, noting that Bitcoin's annual gains are often concentrated within a very few trading days, and this asset typically only requires 10 days each year to complete a price fluctuation. $BTC

Bitcoin will continue to operate within the rising channel in the short term, with a focus still on going long.

Don't fantasize about shorting; the current situation makes shorting an unrealistic idea. If you want to gamble on a short, you will only be beaten for nothing.

Bitcoin is looking for support from the channel at 90000 and 90200 to go long, with a target of 94000.

Japanese media cited a report from the Wall Street Journal, stating that Trump suggested Sanae Takachiho not to provoke China during a phone call on November 25.

U.S. and Japanese officials said that Trump's suggestion was quite mild and did not pressure Takachiho to retract her controversial remarks.

The Wall Street Journal also quoted an American source saying that Trump understands the political difficulties Takachiho faces domestically and is aware that she may not be able to fully retract her provocative statements.

Ethereum's market situation yesterday goes without saying, there was no profit!

Currently, Ethereum has broken through the downward channel of the main trend, and the A wave is almost completed.

Now we are also experiencing a B wave rebound. During the B wave rebound, we can see that the highs are getting higher and the lows are also getting higher, which is a typical oscillating upward trend.

Intra-day operations around 2970-3000, target 3100-3170$ETH

NASDAQ-listed Bitcoin mining company CleanSpark released its 2025 financial report. As of September 30, the company's total revenue was $766.3 million, a year-on-year increase of 102.2%, with a net profit of $364.5 million.

CleanSpark holds approximately 13,011 Bitcoins, with a holding market value of about $1.2 billion, as well as $43 million in cash, mining assets worth approximately $950 million, and $1 billion in operating funds.

BTC is currently reported at around 91400, with a daily increase of 4.7%, successfully standing firm at the 90,000 mark. Previously rebounded from a low of 81,000, with three consecutive daily bullish candles and a bullish engulfing on the 4-hour candlestick, trading volume has also increased, indicating strong upward momentum.

On the technical side, the MACD histogram remains positive, the RSI has recovered after being oversold, with the added benefit of the Federal Reserve's rate cut probability rising to 84.9% in December, and institutions positioning against the trend, supporting its push towards the resistance level of 93,000. Attention should be paid to selling pressure in the 89,000-90,000 range.

90,000-910000 is a key level; defend at 89,500, target 94,000.