失眠聚合群

Thank you all for watching me

Grandma who loves buying gold won

Dad who likes trading A-shares won

Mom who loves buying silver won

Even the younger brother who loves playing computer games won

Only you lost because you played in the cryptocurrency circle

#金价再冲高位

Why is the market pulling gold instead of #比特币 ?
#黄金 The second wave of rising began around 2008, the year the global financial crisis (the U.S. subprime mortgage crisis) occurred.

At that time, the financial system experienced a crisis of confidence: banks collapsed, assets exploded, and liquidity dried up.

The #Federal Reserve, in order to save the economy, initiated QE to inject liquidity into the market. This led to a very crucial expectation:

The purchasing power of the dollar would be diluted, and the credit of the dollar would be weakened.

Thus, funds began to seek harder assets to hedge against risks, and #黄金 , as the most traditional hard currency, naturally became the largest recipient.

The final result was that gold rose from about $700 per ounce in 2008 to about $1900 per ounce in 2011.

The third wave of gold's rise has continued since 2024, and the core issue remains the dollar's credit problem. U.S. inflation has been consistently above the Federal Reserve's target of 2% (last year's average CPI was about 4.2%).

Although interest rate cuts have alleviated the situation, they have not completely resolved it, while the trend of de-dollarization globally has accelerated, especially as China has been steadily increasing its gold reserves over the past two years, treating gold as a strategic hedging tool at the national level. This also explains why we prefer to reserve gold instead of opening up to Crypto, while the U.S. seems to be incorporating Bitcoin into the financial game.

Of course, from the perspective of supply and demand and cycles, the dollar hegemony has not been immediately shaken (the dollar still accounts for 88% of global foreign exchange trading), but uncertainties such as geopolitical factors, inflation expectations, tariffs, government shutdown risks, and pressures from the Middle East continue to push funds toward safe-haven assets, with gold becoming the strongest recipient.

As for Bitcoin, although it has safe-haven attributes, during true global turmoil, the market will still choose the strongest consensus and the longest history, which is gold.

After Trump's statement allowing the dollar to weaken fermented, no one from the team has come out to deny or correct it, basically indicating that they do not plan to intervene in the dollar's trend in the short term.

Under this expectation, #黄金 rushed ahead, rising about $120 during the day, while the dollar index, although it dropped sharply in the early morning, rebounded afterward and did not continue to weaken, indicating that the market is betting on a "weaker dollar in the future," preemptively incorporating this expectation into gold prices.

Countries have started to control risks; the Shanghai Gold Exchange/Shangqi Exchange and CME have all raised margins or adjusted the price fluctuations, and the Bank of Thailand has even restricted gold short selling.

The core reasons are twofold: prices have risen too quickly, emotions are overheated, and the risk of bubbles is increasing; to prevent the risk premium of gold from spilling over and triggering financial risks from leveraged speculation in other metals.

Facing the current craze in non-ferrous metals, countries have begun to be vigilant, and this vigilance is also due to concerns about the targeted harvesting ability of the dollar.

A weaker dollar stimulating liquidity outflow is originally a good thing, but the premise is that the U.S. has no risks in the short term, while the U.S. still has a high government deficit, high inflation, and risks regarding employment. If the U.S. economy encounters problems that trigger the financial market, the more the financial market has risen, the greater the damage it will suffer. To put it bluntly, the currently overly inflated asset market may all become a blood bag for the U.S. to feed itself.

Examples of dollar assets being inflated and then targeted for harvesting are numerous in recent times, so countries are not foolish, especially in the Asia-Pacific region, particularly China and Thailand, which have experienced the Asian financial crisis of 97-98, with the tragedy of the king still fresh in memory. Now, even a slight breeze can cause tension, which is understandable.

As for investors, theoretically, I believe that when a market's emotions are overheated, one should choose to reduce holdings or wait and see. However, for non-ferrous metals driven by gold, I am a bit uncertain. If I must buy, I would only consider physical gold/low leverage: the trend is still there, just being forced to accelerate; short-term pullbacks may trap people, but the probability of getting out is higher. At this time, increasing leverage is inappropriate.

#白银 and other non-ferrous metals are more driven by emotions; once gold fluctuates violently, their volatility will be amplified. Increasing leverage equals exposing oneself to high risk. Now is a stage of actively reducing beta and leaning towards defense, lowering exposure and leverage in non-ferrous metals, and remaining cautious without short selling.

CZ states that #加密货币 will make you no longer need to work.

Buy now and hold, retire in a few years.

The recent news is very exciting!

"Rebirth: I Declare War on the Eight-Nation Alliance in America"

#特朗普取消对欧关税威胁

#特朗普事件

So funny, it's very difficult to withdraw money from domestic encryption, it's tough

#特朗普 What madness is happening again in broad daylight

When no one is paying attention to an asset, it is often the best window for positioning. The current market funds are chasing #黄金 , chasing #白银 , while Bitcoin and cryptocurrencies are obviously being neglected.

Since the largest single-day liquidation volume last October, Bitcoin and gold have shown a persistent divergence in trends.

The past pattern suggests that gold might be stronger in the short term; within 1-2 months, Bitcoin usually catches up or even surpasses, but this time it has not.

In the past three months, gold has continued to rise while Bitcoin has continued to weaken. This long-term divergence between BTC and gold is not common in history, and experience tells us that after such divergence, Bitcoin often sees a rebound.

Silver illustrates the issue even more clearly; in the past two months, silver has risen nearly 90%, but its last peak was in 2011, after a full 14 years of sideways movement and decline, leading to this breakthrough.

So when you see people making money in gold and silver today, don't think they are just lucky. The ones truly making money are those who consistently DCA positioned when no one was paying attention or discussing it.

The same logic applies now; when everyone is chasing precious metals, #比特币 and cryptocurrency assets are instead entering a stage that is being ignored but where the odds are beginning to improve.

Seeing the chat records of that programmer who died suddenly with his wife is truly heartbreaking.

It's completely one-sided communication, with only a few words in reply.

In this era, no one should be treated as expendable; we should be witnessing a new era of AI.

How to turn things around today with 1000u?
You just need to:

Buy $memes for 100k with 1000u

Sell for 23w dollars after 23m

Buy $1 for 8m

Sell for 46w dollars after 16m

Buy #memes for 5m all in

Alright, now you have 1.5m

The pizza index is rising, is war coming? #伊朗

Ctrip is suspected of abusing its market dominance and engaging in monopolistic practices, leading to an investigation by the State Administration for Market Regulation

Regulators suspect that the platform's rules and algorithms are interfering with merchant pricing and competition

According to an official announcement from the State Administration for Market Regulation, the regulator has legally initiated an investigation into Ctrip Group Co., Ltd.

The news caused Ctrip's shares to drop over 9% during trading in Hong Kong, closing down 6.49%

1. Ctrip has been repeatedly summoned for talks

Over the past year, Ctrip has been repeatedly summoned by regulators, with core issues focusing on

Alleged 'choose one of two' practices, interference with merchant pricing
Use of technical tools (such as pricing assistants) to directly alter merchant prices
Accusations of price fraud, big data price discrimination, and abuse of platform power

2. CCTV previously named these algorithmic tools, stating they have transformed from neutral technology into the platform's price manipulators

Despite increasing regulatory pressure, Ctrip's performance has been strong, with profits significantly rising, and brokers continue to issue buy recommendations with high target prices

#人生k线 Why did it crash so badly? The full story

1. How did this all start?
人生 K 线 initially began as a tool project with a strong Web3 and esoteric vibe, focusing on generating life curves and predicting fortunes. Although it was not a token project, its IP gained popularity in the Chinese-speaking community. As a result, community members spontaneously created a meme coin named $人生K线 based on this IP, leveraging the narrative and traffic of 人生 K 线. From that moment on, the product IP and the meme coin became widely conflated in users' minds.

2. Cyber Merit Box
On January 10, Sakura announced the 'Cyber Merit Box' with a preview, proposing that donating BSC tokens would grant access to a premium KEY for 人生 K 线, with a commitment to destroy 50% and donate 50% to Giggle Academy, while also soliciting community feedback.

3. Opinion Labs
On January 11, 人生 K 线 integrated with Opinion Labs to analyze event links. The overall interaction was positive, and market sentiment briefly improved.

But on January 12, the situation took a sharp turn: Sakura announced the establishment of a foundation, revealed a multi-signature wallet, reiterated the donation rules (50% destruction / 50% charity), and stated that the official launch was imminent.

4. Sakura Wallet Controversy

Later that afternoon, community accounts began conducting on-chain investigations, revealing that transaction fees from $人生K线 were flowing into Sakura's personal wallet rather than the foundation address. The meme coin's price plummeted rapidly, triggering a panic sell-off.

Sakura then posted a clarification, stating she was merely a poor college student, and that the total tax revenue she had received was limited (around 30,000 CNY), insufficient to cover costs. She had already repurchased and destroyed 10% of the tokens.

She also declared that her personal wallet would no longer accept any donations, officially disassociated the 人生 K 线 project from the meme coin with the same name, and tightened and adjusted the merit donation rules.

5. Second Long Post Clarification
On January 14, Sakura released another lengthy post to clarify the situation. She emphasized that merit donations would only occur via the official website, with funds fully traceable on-chain (destruction / donation to Giggle), that 人生 K 线 would focus solely on product development and overseas operations, and that there was no connection whatsoever between the project and the meme coin. She also stated she had contacted lawyers to address defamation and personal threats.

However, public sentiment had already reversed. Negative comments increased significantly, and the community reached a consensus: the issue wasn't just about money, but about the long-standing blurring of boundaries between the IP and the meme coin, as well as misaligned narratives and responsibilities, ultimately triggering a trust crisis.

Against this backdrop, the price of the $人生K线 meme coin was halved.

It's late at night, CZ, exhausted from a long day of meetings, returned home. He took off his coat, loosened his tie, and sighed in relief as he lay down on the sofa.

At that moment, a video call came in. CZ picked up his phone and saw it was Sister One calling.

As usual, CZ answered the call, and Sister One's lazy voice came through the earpiece:

'Thousands of miles across the wilderness, you are my joy hidden in the gentle breeze.'

$币安人生

Long-term holding is full of hardships...

#人生k线 Author launched a new wallet,

The new wallet has been circled with 61,000u, early statements screenshots were uncovered, the previous donation wallet has already gained 100b profit

The U.S. has issued an evacuation order, indicating that a full-scale conflict is almost certain, #伊朗 .

#特朗普 posted on the 12th afternoon stating that any country engaging in commercial activities with Iran will face a 25% tariff on all commercial dealings with the United States.

Trump said this is the "final" decision and "immediately effective."

Due to the U.S.'s long-standing stringent sanctions against Iran, there is no commercial interaction or formal diplomatic relations between the two countries, making it impossible for the U.S. to effectively pressure Iran through tariffs.

The White House press secretary Levitt said earlier that day that, in light of the current situation with Iran, Trump views diplomacy as the "preferred" option, but if necessary, "he would not hesitate to use the U.S. military."

Previously, multiple U.S. media outlets reported that Trump has recently reviewed military strike options against Iran.

Top 5 export destinations of Iran: China, UAE, Iraq, Turkey, India

The market is constantly reshuffling, and the battle for leadership is always fierce.

Current tiers:

T0: $我踏马来了 , $老子

T1: #人生k线 , #草根文化

Today, SOL launched the speedrun golden dog PsyopAnime, with a market cap of approximately $17 million. D-Ge successfully turned losses into profits, demonstrating the deep foundation of the veteran version god.

The value of D-group is further increasing.

Expected directions:

#老子 on Alpha
#我踏马来了 on contracts

This is a clear strategy:

1️⃣ Attract SOL funds back into the market

2️⃣ Elevate the ceiling of Chinese meme coins

3️⃣ Leverage meme popularity to strengthen expectations for BNB's upward movement

South Korea to Lift Corporate Investment Ban on #加密货币

The Financial Services Commission (FSC) of South Korea is preparing to end the nine-year-old ban on corporate cryptocurrency investments, which has been in place since 2017, allowing listed companies and professional institutions to invest in digital assets with real money.

1. Key Details
The new rules will likely be as follows:
Listed companies can invest up to 5% of their equity in cryptocurrencies
Only the top 20 cryptocurrencies by market capitalization can be purchased
Trading must occur only on South Korea's five licensed and compliant exchanges
USDT and other dollar-pegged stablecoins are still under discussion and not fully approved yet

FSC officials stated that the final rules will be announced between January and February. Once implemented, companies will be able to enter the market directly under the guise of investment and financial purposes.

According to media estimates, tens of trillions of Korean won could flow into the crypto market. For example, South Korea's internet giant Naver, if investing at the 5% cap, could theoretically purchase up to 10,000 Bitcoin directly.

Once the corporate investment channel is opened, the progress of national central bank digital currencies (CBDCs) and spot Bitcoin ETFs may accelerate significantly. Demand for crypto ETFs in South Korea is already high, awaiting regulatory approval.

2. Practical Challenges
In the past, many major South Korean companies were forced to go overseas to buy cryptocurrencies. Now, if domestic investment becomes possible, funds won’t need to be routed abroad anymore.

The South Korean government has already included CBDCs and stablecoins in its national economic strategy

The goal is to have 25% of government treasury funds managed using central bank digital currency by 2030

At the same time, stablecoin issuers will be required to obtain licenses, maintain 100% reserves, and ensure full redemption