What does this wave of market resemble the most? It feels like three forces are simultaneously pushing you forward, but each force might "drop the ball halfway through."
The first force is the policy wind: Trump said on X, "America is ready to make big moves on crypto, this is not just talk, it's preparation." Such statements are the easiest to get people excited, but beginners should remember one thing: slogans can only raise expectations, detailed rules can set the trend. What we really need to focus on is: is there a timeline? Who is responsible? Will it land on banks, stablecoins, taxes, ETFs, or exchanges? These are the real concrete elements.
The second force is geopolitical news: as long as there are signs of "willingness to talk," risk assets often rise for a period. But this kind of rise often feels more like an emotional fluctuation— the more urgently you chase, the more likely you are to be knocked back to reality by a contrary message later on.
The third force is the narrative: BTC's meme / token issuance is popular again. Technically writing OP_RETURN, then doing swaps, and then anchoring to BTC sounds cool, but it also brings all the issues of "transaction fees/user experience/regulation/security" to the forefront. There will be excitement, but it is not purely positive.
The more critical divergence lies here: do you think this wave is more like the "beginning of a trend" or an "emotional pulse"? Which indicator will you look at to qualify it?
The first force is the policy wind: Trump said on X, "America is ready to make big moves on crypto, this is not just talk, it's preparation." Such statements are the easiest to get people excited, but beginners should remember one thing: slogans can only raise expectations, detailed rules can set the trend. What we really need to focus on is: is there a timeline? Who is responsible? Will it land on banks, stablecoins, taxes, ETFs, or exchanges? These are the real concrete elements.
The second force is geopolitical news: as long as there are signs of "willingness to talk," risk assets often rise for a period. But this kind of rise often feels more like an emotional fluctuation— the more urgently you chase, the more likely you are to be knocked back to reality by a contrary message later on.
The third force is the narrative: BTC's meme / token issuance is popular again. Technically writing OP_RETURN, then doing swaps, and then anchoring to BTC sounds cool, but it also brings all the issues of "transaction fees/user experience/regulation/security" to the forefront. There will be excitement, but it is not purely positive.
The more critical divergence lies here: do you think this wave is more like the "beginning of a trend" or an "emotional pulse"? Which indicator will you look at to qualify it?