In this industry, the most frantic times are powered by information asymmetry. Whoever finds out first which big projects are going to be listed, who gets the private placement quota first—those people can easily profit from arbitrage.
But in today’s crypto world, to be frank, there are more and more “open cards.” ETF flows, macroeconomic data, on-chain anomalies from giant whales—almost everything is transparent. The advantage from information gaps is disappearing at a pace you can literally see with your own eyes.
So then, what will we rely on to make money in the future? We’ll make money from “cognitive gaps” and “differences in resolve.”
When everyone is FOMO-ing into some hot trend, can you independently judge whether it’s sustainable? When the market panics and crashes, can you calmly trace back whether the logic behind your original buy is still valid? Can you hold your positions through months of sideways trading without making random moves?
These can’t be solved by just looking at a few candlesticks or scrolling a few tweets. It requires you to truly understand the industry’s technical evolution (for example, L2, ZK, and AI + Crypto), and it requires you to have independent judgment about macroeconomic cycles. In the future, alpha will definitely belong to people with deep thinking—not to those diligent “information re-posters.”
They got the license approved and immediately transferred tokens to an exchange?
WLFI, which is supported by Trump, has just received a banking license (OCC approved it with conditions). It looks like good news—but the related address then transferred 39 million WLFI tokens (about $2.19 million) to an exchange right after.
As you know, WLFI’s performance hasn’t been great before. The timing of this “approval letter received, tokens transferred out” is certainly suspicious.
The market generally wonders: is this normal liquidity management, or are they using the good news to sell off?
If even the project team is selling, then the real value of this “compliance-positive” development needs to be reconsidered. The movements of stakeholders are worth closely monitoring. #特朗普 #WLFI
🚨CZ addresses controversy over "self-custody is safer"—viewpoints take many by surprise!
Recently, a set of data has sparked heated discussion: 📊 About 1.57 million BTC lost due to self-custody 📊 About 1.51 million BTC lost on exchanges Many people draw the conclusion from this: "Self-custody is more dangerous" or "Exchanges are more dangerous."
But CZ offers another perspective. CZ believes: ✅ When exchanges are hacked, it usually becomes global news, so the data is easier to compile and analyze. ✅ With self-custody, losses due to lost private keys, mnemonic phrases, hard-drive failures, and similar issues often aren’t made public—so real figures may be far higher than the known numbers. ✅ At the same time, events involving some exchanges that later went bankrupt can also inflate the historical exchange data of lost coins.
More importantly: For top exchanges like Binance, when a security incident occurs, they typically end up bearing the users’ asset losses. But with self-custody, once a private key is lost, it’s almost impossible to recover. However, CZ didn’t say one method is absolutely safer than the other. His view is actually more rational: 👉 There is no absolute safety—only asset-management approaches that fit you. #闪迪涨7%因营收增长展望 $BTC
🧧🧧🧧$ACE Yesterday I was as fierce as a tiger, today I’m down like a dog. Trading coins is worse than coming for predictions—predict, the prediction platform. $BTC You decide whether it goes up or down 🎉🎉🎉
There are many ways to make money, but only one way to lose it all back. In the crypto world, you’ve seen too many people get rich overnight, and too many people hit zero. Some make money through trading, some make money by mining and farming rewards, and others by holding coins long-term. But in the end, the ones who manage to keep their wealth usually get three things right: ✅ First: Stick to the right things over the long term Don’t bet on direction, don’t get greedy for short-term gains. Slow is fast. Make small wins and small losses, and avoid big losses. ✅ Second: Have a clear understanding of money Control your position sizing. Don’t add to your holdings impulsively when you’re emotional. Every investment must be made with a clear idea of how much you can afford to lose. ✅ Third: Continuously improve your understanding Keep learning, understand market logic, and the compounding effect of your knowledge is the most valuable asset. Just like that classic saying: “Compound interest is the eighth wonder of the world. Those who understand it make money with it; those who don’t end up paying for it.” 📌 A real master isn’t the one who makes money the fastest, but the one who can last the longest
📣 Leave Note Hey guys, the streamer has something to attend to today, so we’ll be off the air for one day for now. Let’s meet tomorrow morning at 10:00 (Aug 17, 10:00 AM). See you then~🫡
U.S. July CPI, PPI, and retail sales data all came in soft. Combined with cooling employment, the market’s odds of a September rate hike at the Federal Reserve plunged from 75% to 25%, lifting global stock markets for a third straight week. However, oil prices are still elevated, the U.S. Treasury yield curve has steepened, and the long end of the bond market continues to price in inflation and fiscal deficits. With the Jackson Hole meeting coming into focus in two weeks, it is set to become a key directional signal.
U.S. inflation data unexpectedly cooled, while employment and consumption also softened. This week, market expectations for a September rate hike rapidly unwound. But abnormal signals from the long end of the bond market, the surge in oil prices, and the persistence of hawkish officials are challenging this “pause narrative.”
The probability of a September rate hike fell sharply from 75% in late July to around 25%. That drove global stock markets higher for a third consecutive week, and major U.S. indexes remained near historical highs.
AI infrastructure-related earnings have continued to be strong, providing additional support for technology stocks and allowing equity markets, for the time being, to overlook the warning sounds coming from both oil-price shocks and the long end of the bond market.
Yet the Iran/Strait of Hormuz crisis pushed Brent crude up by nearly 6% this week, approaching $90 per barrel; at the same time, the auction yield on U.S. 30-year Treasuries touched the highest level in 25 years.
While stocks cheer “the Fed turning,” the long end of the bond market is still pricing inflation and fiscal deficits—two sets of logic running in parallel. Who is right versus who is wrong could be the most important trading question of the second half of this year.
Inflation cools, September rate-hike expectations collapse
This week’s biggest macro driver comes from a series of softer U.S. data:
July CPI rose only about 0.1% month over month, and about 3.4% year over year; core inflation pressures continue to ease moderately;
July PPI was flat month over month, coming in below expectations;
July retail sales fell 0.6% month over month, the largest single-month drop in more than a year. It was far worse than the market’s expectation of a slight increase. Weakness in autos, oil prices, and several timing-related factors all weighed on the figures.
Combined with the nonfarm payroll data already released last week (down by 23,000 and revised lower), the soft-data mix caused the market’s expectations for near-term Fed hikes to unravel across the board, erasing all the hawkish premium that had built up since Chair Powell took over.
Both gods and demons are nourished by blood. The three secrets to success are: immersion in one task, taking it seriously; completing one task before moving on to the next; being diligent and frugal, and completely rejecting all desires and attachments.
Life is lovely 🌷, days are joyful ☕, and hope fills the heart ✨; everything becomes clear and bright ☀️. With a heart full of a smile 😊, begin today’s beauty. Grateful for every encounter in life 💛, good morning!
💥Lower expectations: during a slump, don’t chase a turnaround overnight. Let go of the obsession with high returns, prioritize capital protection and steady accumulation, and rebuild confidence with small steps.
A friend just asked me recently if there are any interesting Memes. I casually mentioned $niulai. This project follows a route of film IP + Memes, building a Web3 community around the movie “Niu Lai.” To put it simply, it’s hoping the movie’s traffic and the crypto community’s traffic can cross-promote each other. I’ve honestly never seen this kind of play taken seriously before, so I think it’s worth keeping an eye on. Of course, how the project turns out still matters most—you should do your own research. #niulai #牛来
They got the license approved and immediately transferred tokens to an exchange?
WLFI, which is supported by Trump, has just received a banking license (OCC approved it with conditions). It looks like good news—but the related address then transferred 39 million WLFI tokens (about $2.19 million) to an exchange right after.
As you know, WLFI’s performance hasn’t been great before. The timing of this “approval letter received, tokens transferred out” is certainly suspicious.
The market generally wonders: is this normal liquidity management, or are they using the good news to sell off?
If even the project team is selling, then the real value of this “compliance-positive” development needs to be reconsidered. The movements of stakeholders are worth closely monitoring. #特朗普 #WLFI
In this industry, the most frantic times are powered by information asymmetry. Whoever finds out first which big projects are going to be listed, who gets the private placement quota first—those people can easily profit from arbitrage.
But in today’s crypto world, to be frank, there are more and more “open cards.” ETF flows, macroeconomic data, on-chain anomalies from giant whales—almost everything is transparent. The advantage from information gaps is disappearing at a pace you can literally see with your own eyes.
So then, what will we rely on to make money in the future? We’ll make money from “cognitive gaps” and “differences in resolve.”
When everyone is FOMO-ing into some hot trend, can you independently judge whether it’s sustainable? When the market panics and crashes, can you calmly trace back whether the logic behind your original buy is still valid? Can you hold your positions through months of sideways trading without making random moves?
These can’t be solved by just looking at a few candlesticks or scrolling a few tweets. It requires you to truly understand the industry’s technical evolution (for example, L2, ZK, and AI + Crypto), and it requires you to have independent judgment about macroeconomic cycles. In the future, alpha will definitely belong to people with deep thinking—not to those diligent “information re-posters.”
Not being overly particular in trivial actions ultimately becomes great virtue; the peak is reached by never abandoning even the smallest efforts. Nurture the original heart through small acts of kindness, and climb to the summit of life by persevering onward across the mountains and rivers!
They got the license approved and immediately transferred tokens to an exchange?
WLFI, which is supported by Trump, has just received a banking license (OCC approved it with conditions). It looks like good news—but the related address then transferred 39 million WLFI tokens (about $2.19 million) to an exchange right after.
As you know, WLFI’s performance hasn’t been great before. The timing of this “approval letter received, tokens transferred out” is certainly suspicious.
The market generally wonders: is this normal liquidity management, or are they using the good news to sell off?
If even the project team is selling, then the real value of this “compliance-positive” development needs to be reconsidered. The movements of stakeholders are worth closely monitoring. #特朗普 #WLFI
Morning dew rests on leaves, clinging no dawn’s bright ray; it fades with rising sun, nourishing plants in quiet way! Morning dew rests on leaves, clinging no dawn’s bright ray; it fades with rising sun, nourishing plants in quiet way!
They got the license approved and immediately transferred tokens to an exchange?
WLFI, which is supported by Trump, has just received a banking license (OCC approved it with conditions). It looks like good news—but the related address then transferred 39 million WLFI tokens (about $2.19 million) to an exchange right after.
As you know, WLFI’s performance hasn’t been great before. The timing of this “approval letter received, tokens transferred out” is certainly suspicious.
The market generally wonders: is this normal liquidity management, or are they using the good news to sell off?
If even the project team is selling, then the real value of this “compliance-positive” development needs to be reconsidered. The movements of stakeholders are worth closely monitoring. #特朗普 #WLFI
In this industry, the most frantic times are powered by information asymmetry. Whoever finds out first which big projects are going to be listed, who gets the private placement quota first—those people can easily profit from arbitrage.
But in today’s crypto world, to be frank, there are more and more “open cards.” ETF flows, macroeconomic data, on-chain anomalies from giant whales—almost everything is transparent. The advantage from information gaps is disappearing at a pace you can literally see with your own eyes.
So then, what will we rely on to make money in the future? We’ll make money from “cognitive gaps” and “differences in resolve.”
When everyone is FOMO-ing into some hot trend, can you independently judge whether it’s sustainable? When the market panics and crashes, can you calmly trace back whether the logic behind your original buy is still valid? Can you hold your positions through months of sideways trading without making random moves?
These can’t be solved by just looking at a few candlesticks or scrolling a few tweets. It requires you to truly understand the industry’s technical evolution (for example, L2, ZK, and AI + Crypto), and it requires you to have independent judgment about macroeconomic cycles. In the future, alpha will definitely belong to people with deep thinking—not to those diligent “information re-posters.”
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