🧭Step out of short-term anxiety and use first principles to understand this market cycle
$BTC
● 📈 Since June, Bitcoin has risen from 60k to 80k, and $ETH has also been lifted from around 1500 to near 2600 ✨. The previous rapid surge ignited market enthusiasm; after a period of consolidation and pullback, anxiety has started to spread again: has this rally already finished? Can the bull market really keep going?
● 💡 Instead of blindly topping up your faith or waiting for an air-drop to fade out, it’s better to return to first principles. Price always fluctuates around value; value is like gravity, and over the medium to long term it will pull price back into a reasonable range. Currently, attitudes in the U.S. toward the crypto industry are shifting, on-chain activity is accelerating, and the stablecoin supply has surpassed $300 billion. Combined with tokenization of stocks, Bitcoin strategic reserves, and the RWA sector continuing to advance, the industry’s fundamentals are strengthening across the board, and the probability of a long-term upward trend is increasing.
● 🌊 The true factor that defines the height of a bull market and the timing of its start is always liquidity. Looking back at several key moments: in Oct 2023, rate-cut expectations were beginning to build; in Sep 2024, 50 bps rate cuts were implemented; and in Apr 2025, the market repeatedly priced in consecutive rate cuts. All kinds of narratives guide where capital flows, but liquidity determines the total size of market capital. ETFs, elections, and strategic reserves are only routing tools for capital; without an easing-liquidity backstop, even the best stories can’t carry a full-scale bull market.
● 🔍 Going forward, you don’t need to obsess over whether a bull market is coming or not—just focus on the liquidity main line. Like oil prices, they’re an important indicator: falling oil prices reduce inflation pressure, strengthen expectations of rate cuts, and when liquidity expectations recover, it may trigger a new leg of a major uptrend.
Musk 🔥⭐🐶Ma rv in ⬇️⬇️⬇️
● ⚠️ Short-term consolidation is just normal market behavior—don’t let day-to-day gains or losses cloud your judgment. The clearer the improvement in liquidity is, the more reasonable it is to look forward to the space and strength of this bull market; the volatility during the process is simply a necessary path.#比特币64亿美元期权将到期 #加密恐惧贪婪指数升至74 #美比特币ETF连续六日净流入
$BTC
● 📈 Since June, Bitcoin has risen from 60k to 80k, and $ETH has also been lifted from around 1500 to near 2600 ✨. The previous rapid surge ignited market enthusiasm; after a period of consolidation and pullback, anxiety has started to spread again: has this rally already finished? Can the bull market really keep going?
● 💡 Instead of blindly topping up your faith or waiting for an air-drop to fade out, it’s better to return to first principles. Price always fluctuates around value; value is like gravity, and over the medium to long term it will pull price back into a reasonable range. Currently, attitudes in the U.S. toward the crypto industry are shifting, on-chain activity is accelerating, and the stablecoin supply has surpassed $300 billion. Combined with tokenization of stocks, Bitcoin strategic reserves, and the RWA sector continuing to advance, the industry’s fundamentals are strengthening across the board, and the probability of a long-term upward trend is increasing.
● 🌊 The true factor that defines the height of a bull market and the timing of its start is always liquidity. Looking back at several key moments: in Oct 2023, rate-cut expectations were beginning to build; in Sep 2024, 50 bps rate cuts were implemented; and in Apr 2025, the market repeatedly priced in consecutive rate cuts. All kinds of narratives guide where capital flows, but liquidity determines the total size of market capital. ETFs, elections, and strategic reserves are only routing tools for capital; without an easing-liquidity backstop, even the best stories can’t carry a full-scale bull market.
● 🔍 Going forward, you don’t need to obsess over whether a bull market is coming or not—just focus on the liquidity main line. Like oil prices, they’re an important indicator: falling oil prices reduce inflation pressure, strengthen expectations of rate cuts, and when liquidity expectations recover, it may trigger a new leg of a major uptrend.
Musk 🔥⭐🐶Ma rv in ⬇️⬇️⬇️
● ⚠️ Short-term consolidation is just normal market behavior—don’t let day-to-day gains or losses cloud your judgment. The clearer the improvement in liquidity is, the more reasonable it is to look forward to the space and strength of this bull market; the volatility during the process is simply a necessary path.#比特币64亿美元期权将到期 #加密恐惧贪婪指数升至74 #美比特币ETF连续六日净流入