婉儿KK

Exclusive View: Hold on to the coins in your hand! It’s not time to leave the crypto market now!
Good news is here—pay attention: this is not “good news that’s already all used up”!
1. Xinhua News Agency has just released: The two heads of state exchanged in-depth views on China-U.S. building a constructive strategic stability relationship and major international and regional issues, and reached consensus on eight points.
The two most important global economies, using an economic coordination platform that already crosses institutional lines, are sending out an important signal: maintain high-level communication, stabilize bilateral relations, and continue to advance economic cooperation.
At this particular time, China and the U.S. have both gotten what they need and reached consensus in essence by adding a stabilizing anchor to the market amid ongoing global turbulence.
How long it can last is anyone’s guess, but based on the current timing: if China-U.S. relations remain stable over the coming months, risk assets will have important support—especially the most sensitive part of the crypto market, which will be the first to benefit!
2. The key variable suppressing a further breakout in the crypto market is still the impact of the U.S.-Iran situation on oil prices and inflation expectations. Notably, this round of China-U.S. talks also specifically covered Iran’s nuclear issue and the passage of international waterways.
So my judgment remains unchanged:
In the short term, even if there is a pullback and consolidation, it doesn’t mean the trend is over. As long as Middle East risks gradually cool down and pressure from oil prices and inflation eases, Bitcoin could again move toward a push to $100,000.
3. And even more worth expecting in this round isn’t the past—where existing capital in PVP and sector rotations were draining each other—but rather an uptrend driven by incremental capital, a broad-based rally.
The core logic is:
U.S. stocks on-chain + U.S. policy support + traditional finance entering the on-chain market are actively “connecting the reservoir” between traditional finance and the crypto world.
In the past, the crypto market played with itself; in the future, the water from traditional finance will start pouring into the crypto market 🫡
#Circle在Solana增发5亿枚USDC #加密市场盘整 $BTC $ETH $SOL

Still optimistic about this bull market; the $ETH returns may exceed $BTC

In recent years, the core narrative behind BTC has become clearer and clearer—digital gold.

Its biggest advantage is that consensus is strong enough, and its monetary attributes are becoming more and more obvious. But on the flip side, BTC’s upside potential will ultimately be constrained by issues such as gold’s market cap, resistance to quantum attacks, and privacy.

So if you ask me about the absolute return potential for the coming few years, I’m actually more focused on ETH.

I’ve always felt that BTC and ETH are fundamentally not the same kind of asset. BTC is more like gold on-chain, while ETH is more like a set of open global financial and computing infrastructure.

In fact, you can even understand it simply as: BTC is responsible for “value storage,” while Ethereum is responsible for “carrying value.”

So in the future, there may be two scenarios: the Ethereum ecosystem becomes increasingly prosperous, but a large amount of value remains stuck in the L2 and application layers, leaving ETH itself relatively lackluster; alternatively, the ecosystem’s prosperity could eventually form a true economic flywheel, continuously strengthening ETH’s value capture until its market cap ultimately runs neck and neck with BTC.

Of course, there’s also another possibility: the ecosystem becomes more prosperous, but most of the value is taken by the L2 and application layers, and ETH itself doesn’t benefit in step.

That’s why I think investing in BTC only requires understanding gold, inflation, and cycles. But to truly understand ETH, you may need to understand the blockchain itself first—along with the economics behind it.

That’s also why I’ve long been bullish on ETH. What I want to study isn’t how much it could rise in the next cycle, but how much value this permissionless global network can ultimately carry.

26.09.25 Sunny
Thirteen years of an encrypted trading journey, condensed into one phrase, to urge and encourage together with Trading Lord:

Water Melody · Traders Liberate Themselves
—— Zhengqian-4th Lane No.2
At first I entered the turbulent market,
my spirit chased the fleeting glamour.
One thought to chase the surge, to cut the fall,
how many times I asked the horizon.
I once disliked heavy exposure in the hurry to gamble all-in,
yet full position happened to meet a drawdown,
floating profit turned into quicksand.
Only then did I know: in market conditions,
the hardest thing is the human heart.

Watch the K-line, seek the trend;
Distinguish long and short, hold to high and low.
Stop-loss is not surrender,
risk control protects my life.
Why cling to win rate,
when profit and loss must be weighed,
and position decides joys and sorrows.
Review diligently day by day,
one trade, one universe.

From emotion to discipline;
From impulse to the limitless.
Build a trading system,
and no longer ask the market maker.
With signals, act;
without opportunities, stay flat.
Be able to endure the uproar.
A thousand changes in the market—
I守 my single rule.

Win without arrogance, lose without resentment;
Gain without wildness, lose without sighing.
Respect every fluctuation,
and accept the difference in probability.
I don’t demand being right every time,
only that when I’m wrong, I can retreat,
and keep the spark alive.
There is a measure in the position,
and in the heart, there is the boundless horizon.

Only at this point do I understand trading—
it is also cultivation.
Cultivate greed, cultivate fear, cultivate attachments;
cultivate that uneasy heart.
Don’t stake hope on the windfall;
don’t hand fate to price action.
I bear my own profits and losses.
I walk the long road myself,
I carry the years myself.

Someday when you look back,
the road is filled with dust and sand.
Those liquidation and drawdowns—
they are the answers of old.
A system is not just a sheet of paper,
but the mind-method you still keep after a thousand trials.
May I use trading to deliver myself,
and also answer for my life with it.

Even if the road ahead is a thousand waves,
I will steady the helm.
I don’t show off my skills,
and I don’t make a fuss with half a volume of reviews.
I’m not jealous of others getting rich overnight,
I only wish to improve year after year.
#币安将上市Hyperliquid（HYPE）
#美国30年期国债收益率触及2004年来最高

$BABY is about to start—hop on now!