2025 Year-End Summary|The Wealth of the Cryptocurrency World Will Ultimately Return to Value with Understanding
At one point, I didn't know how to summarize my 2025. It wasn't until the end of this year that I truly realized that the nearly 10 years of experience I accumulated in the past finally came to fruition this year. If I had to summarize, I don't want to repeat what anyone in the market can do. I will say just one thing—what I have accomplished is something that almost no one else in the world has done. In 2025, I took the hardest path in the cryptocurrency world—predicting the market. It is not a one-sided call to go long, nor is it an emotional statement, but an objective judgment given from a globally neutral perspective at the most extreme and frenzied moments of the market, which has been repeatedly validated afterwards.
Mid-Autumn Festival—Together with you, we share the view: Ten thousand thoughts, longing for you, for the nation, and for our shared cause; Eight eyes still admire—admire the flowers, the moon, and the fragrance of autumn 🫡
Even if BTC pulls back to 700,000, dare to buy! The biggest feature of a bull market is: every healthy pullback is an opportunity for sideline capital to jump back on board. In the past two days, many brothers have private messaged me, saying they’re completely out of position and don’t know what to do. They saw my bottom-picking advice on BTC around 60,000, but at the time, because of panic—or because they wanted cheaper chips—they ultimately missed the big行情 (market move) for a full two months. Now I’m giving you my second viewpoint: even if BTC pulls back to 700,000, you still have to buy! First, the technical structure hasn’t been broken. On the BTC weekly chart, there are several key supports around 82,000, 75,000, and 70,000. Even if price retraces to 700,000, as long as the crucial lows aren’t broken, the weekly reversal structure of Higher Low → Higher High still holds. A bull market doesn’t rise in a straight line every day—it keeps lifting the bottom through ongoing pullbacks and rotation. Second, the recent crypto market fundamentals and capital feedback remain positive. Stablecoin issuance has increased, and capital is flowing back into the market. Combined with policy-level support for the crypto industry, the medium- to long-term capital logic hasn’t fundamentally changed just because there’s been a pullback over the past two days. With all these positives, why is the market still falling? In the short term, international conditions and the Federal Reserve’s statements about rate hikes are affecting expectations. First, this is normal profit-taking after a continuous big rally in BTC. Second, what’s truly suppressing risk assets is the macro environment. U.S. 10-year Treasury yields briefly surged to 5.135%, the highest level since 2007. In September, the composite PMI rose to 58.4—economic data came in too strong again, reigniting inflation and rate-hike expectations. At the same time, the 50 billion (US) 5-year Treasury auction showed weak performance, further intensifying Treasury selling. So what really needs watching now is when Treasury yields will peak, and whether the situation in Iran will continue to push up oil prices. But at least for now, the short-term macro negatives haven’t changed the big direction that policy and institutional capital are entering the crypto market. #美债10年期收益率创19年新高 #比特币现货ETF四日流入23.1亿美元 #加密市场回调 $BTC $ETH $SOL
The bull market is here! For two consecutive years, I’ve been shouting from Binance Square at everyone to buy at the absolute bottom! This time, on June 7—before the bull market truly kicked off—I had already issued a clear buy-the-dip signal based on the news backdrop. From the downtrend formed since BTC 126100 in October 2025, things have now changed noticeably. In the past couple of days, BTC has successfully broken through this year’s key resistance level of 82,850 in May, shattering the previous pattern of constantly forming “lower highs.” The downward structure has been broken, and reversal signals have appeared. This isn’t just a surge driven by sentiment—it’s a breakout supported by technical structure. That means the next round of bull market action is already worth looking forward to. Of course, a bull market doesn’t mean a straight-line sprint upward. A truly healthy bull market will always come with pullbacks, shakeouts, and disagreement—but the big direction is still one of repeatedly challenging higher highs. I’ve always believed that the truly valuable judgment isn’t the explanation after the move has already played out. It’s when the market is hardest to read and you’re the most confused—when you need a clear direction, not someone switching between “bullish today” and “bearish tomorrow” and messing with you.
Just looking at the major cycles of the past two years: On April 9, 2025, I called the bottom for Ethereum; On October 7, 2025, before the once-in-a-century crash, I told everyone to clear out; On January 8, 2026, I drew the weekly ETH crash framework in advance; On January 15, 2026, when the entire market was at peak FOMO, I laid out the BTC liquidity-hunting massacre script; On June 7, 2026, I said, “Wall Street is buying the retail bottom.” And there’s also what I’ve kept repeating: Buying BTC at 7 but not 9, the Trump-made bull market, and a massive amount of detailed in-between process judgment. I won’t list them all again here. If you know what I said and what I did, those who have been following me should remember. Who I am in other people’s eyes doesn’t matter. But in your investment journey, I hope my position is irreplaceable 🫡 #比特币突破8.7万美元创八个月新高 #纳指创历史新高 $BTC $ETH
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Let's dive into some news sentiment: A strategy firm has teamed up with several institutions to scoop up retail traders' bottoms 🫡 #比特币闪崩后反弹至6.1万美元 #加密市场动态 $BTC
Retail revolution: harvesting dog chasers—if you don't make big money, you blame me, Episode 3 $APT has long-term line potential for a breakout. The core isn’t just a simple lagged pump in privacy coins; it’s that the fundamentals are clearly changing: inflation is being constrained + increased burning + a hard supply cap + moving toward institutional-grade compliant privacy. After privacy assets like ZEC have already surged significantly, the market may start looking for the next batch of privacy + financial infrastructure targets. 1. A new transformation: APT begins shifting to an institutional-grade privacy chain First is the token economic model. APT is moving away from its former high-emission pattern toward: Reducing new issuance + increasing Gas burn + enforcing a hard supply cap. It reduces future additional APT while improving the long-term supply structure by increasing burning through on-chain usage. 2. APT begins to solve the privacy problem for institutional onboarding. One of the biggest issues with traditional public chains is excessive transparency. In the future, banks, funds, and market makers moving large amounts of assets on-chain won’t be willing to disclose balances, trade amounts, and the movement of funds in full. APT’s Confidential APT focuses on: hiding sensitive financial information while preserving selective disclosure and auditing capability. This is also its biggest difference from ZEC: ZEC does “privacy money”—protecting who sends money to whom, and how much is transferred. APT does “privacy financial infrastructure”—protecting business confidentiality while serving stablecoins, DEXs, RWA, and institutional finance. In the future, when traditional assets move on-chain at scale, what may be needed won’t be absolute transparency, and not absolute anonymity either, but: Transparency + privacy + audibility. So APT isn’t trying to become the second ZEC; it’s competing for a bigger market: becoming the privacy layer for future institutional on-chain finance. 3. The capital lineup behind it: A16z, Jump Crypto, Binance Labs (now YZi Labs), Multicoin, Coinbase Ventures, Circle Ventures, Franklin Templeton, Apollo, Dragonfly, Tiger Global, ParaFi, Hashed, Paxos, and more. So what’s truly worth researching about APT now isn’t simply an oversold rebound at the bottom; it’s: an established L1 that the market has overlooked, while simultaneously rebuilding its token economic model and its institutional privacy narrative. The same-type backers were hyping SUI last year, and this year and next year they’re hyping APT. Is there no one to lift my ambition to the clouds? I’ll climb to the mountaintop myself, stepping through the snow. #aptos #比特币突破5月高点逼近8.6万美元 $BTC $SUI
Bulls are here, and the Binance-clone season is here too! Congratulations to $MUBARAK for a single-day surge of 75%, ranking #1 on the whole network’s gain leaderboard☝️ I believed in you when your coin price was 0.02 and your market cap was 20 million; now your market cap is 60 million and your coin price is 0.06🫡 #比特币现货ETF净流入9.99亿美元 #比特币突破8.5万美元 $BNB $BTC
Exclusive $ZEC 1500: From this moment on, we enter a surrender/cover-drop mode—meaning the market maker begins dumping heavily and building short positions. This can be clearly seen from Binance’s data dashboard and data monitoring. We will continue to analyze in depth across fundamentals, technicals, and news. 1. Privacy coins are not a mandatory path for the complete development of the crypto industry. Blockchain privacy cryptography technology is the real need—so they should be viewed differently. 2. ZEC mainly remains a speculation play. You can see this from its historical decade-long chart that wildly jumps up and down, with K-lines rising by several times to even dozens of times. 3. ZEC is not worth 1500! Its rise can be divided into two phases: before the previous all-time high of 750, and after the previous all-time high. The first phase is driven by the project team, market makers, and capital pushes; the second phase gradually turns into fierce speculation that also attracts short-selling capital—using various tactics and narratives such as US big V calls, selling mining machines to mine, ETFs, and more. Over these past two months, ZEC has truly become known worldwide, which is key to it sustaining contract daily trading volume in the tens of billions range for a long time. Many people have shorted all the way, then liquidated all the way—only to spread and amplify their experience continuously along the way, with many big Vs involved as well. As hype keeps rising, short capital keeps increasing; the more short capital there is, the easier it becomes for a squeeze/upward continuation to persist. 4. Will its privacy features have large-scale technical and retail applications? Answer: No! Because its team lacks the technical capability, and it has a tainted history with multiple major vulnerabilities. Its privacy transfer function is also limited to a very small group within black/grey industries; once, during their usage cycle, they discover that the coin price has dropped dramatically, no one will use it anymore. At present, its token contract daily trading volume is already second only to BTC and ETH—and it has maintained that level for a fairly long period. This is the best time for the project team to gradually exit. #隐私币 #隐私赛道 #以太坊突破2700美元 $BTC $ETH
After yesterday’s $AR $UNI eruption, today Tencent’s $C has also started to explode! I’m continuing to guide fans in Binance Square for free to help them monetize their knowledge, and I’m reverse-harvesting the dog庄! Who says, “Nobody supports my ambition to rise to the clouds”? Someone does! Only truly neutral viewpoints can make retail investors great again! #比特币突破8万美元大关 #以太坊重回2600美元
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Is it still possible for ordinary people to buy 10x cryptocurrencies today? (Note: Please don't try to scam me into buying worthless cryptocurrencies, and please don't advertise.)
Answer: Yes, there is a chance.
This project, $C , invested in by Tencent's Ma Huateng, has been listed on Binance Spot for a year. Currently, the coin price is $0.06, with a circulating market capitalization of $24 million and a circulating supply of 39%. The price has dropped 12 times since its launch.
1. However, the project's fundamentals are actually improving. After a year of development, it's no longer a worthless project; it's a necessity for AI in the crypto world.
Chainbase is essentially a blockchain data infrastructure project, currently focusing on developing "blockchain data + AI Agent."
Simply put, it captures, cleans, and structures massive amounts of raw data from different blockchains such as BTC, ETH, and Solana, and then provides it to wallets, trading platforms, DeFi, and AI applications through APIs. For example, if AI wants to analyze "which whales are buying large amounts of ETH," Chainbase provides the real-time on-chain data behind it.
2. Investor Background It's a rare project to be listed on Binance Spot and a Korean exchange just days after its launch; few projects possess this capability.
In July 2022, Chainbase completed a $1.5 million angel round of financing, led by XVC, with participation from M77 Ventures and others. In the fourth quarter of 2023, it completed a $15 million Series A financing round, officially announced in July 2024, co-led by Tencent Investment and Matrix Partners China, with follow-on investments from Folius Ventures, Hash Global, DFG, JSquare, Mask Network, and others.
Notably, Tencent and Matrix Partners both gained board seats on Chainbase's board of directors, directly entering the company's governance. Furthermore, this round of financing adopted an "equity + token warrants" model, meaning these early investors not only hold company equity but also possess rights related to the C token.
3. Risks Ordinary people buy its tokens, but investors buy the company itself.
The company's revenue consists of two parts: direct revenue from the company's business and token revenue.
In other words, their project team can choose to speculate on the cryptocurrency or simply follow compliant procedures to grow and strengthen their business.
Overall assessment: You need to take a 30% risk to try for a 10x return. The project is still developing and hasn't absconded yet. If they're speculating, a 10x rebound to the opening price isn't difficult.However, you should also be aware of the risks 🫡 #ai #山寨币热点 $BTC $ETH
$AR $UNI I’ve refreshed my knowledge on the crypto market’s free learning-to-monetization path again—the fastest “history” I’ve seen: the strategy I publicly shared on Binance Square went up 4x in one month! If you used leverage, I don’t know how many times. “Crypto started trading storage, and UNI began to erupt”—sorry, I’m not talking about that now. Posted on Aug 16: it was 1.8, and now it’s 4.1. UNI was posted on Aug 14: it’s now 9.2, after a 3x run. During this period, the crude oil I pushed—SKR, SOL, Tesla, and gold—all surged. I dares to challenge the strongest dealer/market maker in the world and in the entire universe—competing against the opposing order book! I don’t promote air coins or scam coins; I only recommend crypto projects that are recognized in the U.S. market. I haven’t taken a single cent in referral commissions from my followers, and I don’t stir up their emotions to make them go crazy with leverage and trade nonstop. I stand straight on Binance Square, just wanting the world to see what a neutral viewpoint looks like! #比特币突破8万美元大关 #SOL涨约10% #以太坊重回2600美元 $BTC
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$AR ordinary people now want to buy 10x potential coins (Part 2) Principle: no cheating or fraud, no promoting empty coins, not an advertisement. Today I’ll talk about an established U.S.-style project—Arweave (AR)—that the market has neglected for a long time. First, the core logic: What we’re betting on is not the current news flow of AR, but the news flow of 2027—betting that “storage + AI” will once again become a direction for crypto speculation. Right now, like many old coins, AR has extremely low market attention. Project developments and updates lack momentum, while funds keep getting diverted by new narratives such as AI, RWA, and on-chain stocks. But from another angle, AR has already fallen into a historical low range. The early token-release pressure is basically over. Its market cap has shrunk significantly—so it’s actually time to discuss odds and value again. 1、Fundamentals The early investor lineup was very strong: a16z + USV + Multicoin Capital + Coinbase Ventures。 If we re-examine AR today, the logic has become: permanent storage + AO decentralized computing + AI agents + a permanent data layer. Arweave can no longer be understood as merely a “decentralized hard drive.” It’s trying to connect storage, computing, and AI. 2、Technical analysis (see image) AR is already in a historical low consolidation range, and it has started to show signs of building a base within the range—consistent with the left-side positioning strategy. If, in the future, the fundamentals produce catalysts and the price breaks above a key medium-term resistance level with expanding volume, that would be a true reversal signal worth paying attention to. 3、My current definition of AR The project is still alive, the technology is still distinctive, and the capital background is strong—but it has fallen far behind in both token price and market attention. That’s the kind of expectation gap I’m betting on. 4、Risks must be made clear: (1)The value of their second-generation token AO is a diversion. (2)Insufficient commercial demand: permanent storage has technological features, but real paid demand and revenue growth still need to be proven. (3)Competition in the sector is intensifying: competition for storage and AI data infrastructure is far fiercer than in the previous cycle. If you’re looking for projects that could later develop a 10x expectation gap, you should start focusing your research when no one is talking about them. In crypto, speculation always changes the ingredients but not the medicine. #美国拟迫各国在美中AI阵营选边 #存储 $BTC $SKHY
Trump fires the first shot at creating a synthetic bull market in the crypto space: comprehensive market analysis + forward look After the key vote on the bill failed, Trump didn’t give up on pushing the crypto market. Instead, he quickly switched policy paths. Yesterday, the SEC officially released a five-year “Innovation Exemption,” allowing qualifying platforms to use license-based automated market maker (AMM) and liquidity pool (AMM) trading for tokenized U.S. stocks. This isn’t a single positive catalyst—it instantaneously connects multiple sectors: RWA, public chains, DEX, AMM, and oracles. 1、AMM stands to benefit the most Uniswap is one of the largest AMM protocols across all chains. Today, it surged by 25% to $UNI . The market is trading expectations that in the future, large volumes of traditional assets like U.S. stocks and ETFs will be tokenized and then traded on-chain. 2、Five major public chains begin competing for the “on-chain Wall Street” Currently, the most popular public chains for tokenized stocks are mainly BNB Chain, Robinhood Chain, Solana, Ethereum, and Arbitrum. BNB has seen increased trading activity recently; Robinhood is backed by traditional brokerage channels and is growing rapidly; Solana has built ecosystems such as xStocks and Ondo; Ethereum has the strongest institutional backing and asset accumulation; and Arbitrum has already started to onboard related assets. What’s truly worth fighting for in the future is: on which chain tens of trillions of dollars in traditional securities will ultimately be issued, traded, and settled. 3、There are many RWA concepts—be sure to avoid the traps For example, Ondo Finance founder Nathan Allman passed away suddenly in May without leaving a will. The inheritance dispute escalated from an internal family matter into a family war, affecting brand development. Although it is one of the most “pure” RWA leaders—tokenizing U.S. Treasuries, funds, and stocks—it enjoys the upside of a hot narrative. But this project, $ONDO , often traps people. 4、I believe the most important signal from this SEC exemption is: the U.S. is trying to officially move traditional securities into the on-chain financial system. Many people still haven’t realized that the crypto industry is being “watered down” by traditional finance—Wall Street’s assets and capital are accelerating into the blockchain! Over the next month, keep watching: SEC, CFTC on-chain securities reform, regulation → tokenized stock implementation 24/7 → U.S.-China summit → U.S.-Iran ceasefire talks → oil prices and falling inflation → the Fed’s subsequent rate-path. The old policy path has been blocked, and new policy tools are already taking over! Old Trump still wants to make money in the crypto space, so he will keep using power and policy to create bulls in the market! After all, the bigger the pool, the more he can earn. #加密市场反弹 #BTC $BTC
$PONS It surged again today. I’ll emphasize a second time: with the cooperation between the Binance ecosystem and the Robinhood ecosystem, it is very likely to get listed on Binance! After analyzing Wosh’s remarks in the Binance chat yesterday, we provided an excellent entry point at pons0.58 and crcl78. Both of them surged against the trend within a day. #加密市场盘整 $BNB $BTC
Volcker, hawkish remarks, negative news! A one-sentence summary of the Fed’s Waller press conference is: “The economy can withstand it, inflation hasn’t been solved yet, so we have to hike this time; as for whether we’ll hike again afterward, I won’t commit.” The most critical signals: 1) Waller repeatedly emphasized “Price Stability” and that inflation is still too high; he clearly said that summer inflation data is not enough to prove the trend has improved meaningfully. 2) He believes the U.S. economy and employment still have resilience, so the Fed has room to focus on tackling inflation; he also said that earlier financial conditions “could hardly be said to be restrictive,” and that this rate hike is “removing some of the looseness.” 3) But he hasn’t been hawkish enough to clearly imply consecutive hikes. He repeatedly declined to provide forward guidance, did not want to pre-judge the next meeting, and stressed that they should look at the “trend” rather than a single CPI print. 4) The bill’s key vote failed + Waller’s remarks were hawkish. If the crypto market gains momentum again later, it will depend on Trump’s maneuvering and the easing of the U.S.-Iran war, including the upcoming U.S.-China talks—watch for Trump’s performance over the next month and a half. #美联储利率决议即将公布 #比特币下跌4% #加密市场回调 $BTC $ETH $SOL
The Bull Market of Trump’s Artificial Breeding of Bulls — Tomorrow Actually Has 3 Big Things That Will Have Far-Reaching Impacts on the Crypto Market! 1、Clear bill key milestone voting! 2、A 20-year lock-up of Bitcoin held by the U.S. government! 3、The Fed’s interest-rate decision meeting! The second one is rarely mentioned, but it’s a positive catalyst that could change Bitcoin’s long-term fundamentals. This bill evolved from last year’s Trump slogan-driven aggressive plan: “The government buys 1 million BTC in 5 years.”
“H.R. 8957: American Reserve Modernization Act of 2026” It takes the “Strategic Bitcoin Reserve” established by the Trump administration through executive actions, further codifies it into federal law, and locks the BTC held by the U.S. government for the long term. There are several extremely important points: 1. The U.S. Treasury officially sets up a Strategic Bitcoin Reserve, so it’s not just an executive policy but gains a legal foundation at the congressional level. 2. Reserve BTC held by the government is, in principle, not allowed to be sold or traded for 20 years. This is actually the most market-focused point—effectively turning a large amount of government BTC from potential sell pressure into an ultra-long-term strategic reserve. 3. Requirements to increase transparency of the reserve and to support audit/disclosure. In other words, how many BTC the U.S. government controls, how it is custodyed, how the reserves change over time, etc., need more clearly defined reporting mechanisms. 4. Trump also has many similar “cards” up his sleeve—for example, alternative proposals after a bill fails, and further opening up long-term U.S. capital like 401(k)s to crypto assets. The news flow will keep releasing bullish signals and riding the headlines for these two months ahead of the midterm elections. So for now, Trump is using power to cultivate a bull market. It gets derailed and the market pulls back—then it continues to breed. The market always has variables, but there are also unchanging core factors 🫡 #比特币现货ETF净流入1.6亿美元 #清晰法案 #clarity $BTC $ETH $USDC
Exclusive on the whole network: $PONS is very likely to be listed on Binance spot! CZ mentioned last night the openness of the Binance ecosystem and Binance Chain, especially with the recently very popular Robin Chain. And Pons is a U.S. deflationary-function coin. It’s the hottest emission platform and money printer for the Robinhood chain. With its heat and solid revenue, the token issuance didn’t take long before 30% was already burned. Apart from projects invested in by Binance, in terms of what’s on the public side, it is the most likely to get listed on Binance spot. My Binance chat room is now open. Every day I will personally answer questions. Yesterday, at the lowest point, I led everyone to take a heavy position and buy the dip on pons—not playing around with a light position. I answered everyone’s specific operation steps patiently. Today’s huge surge delivered the results—🫡 Of course, Pons’s today’s 20% surge is only the beginning. If the bull market comes, its trajectory is very likely to keep climbing step by step, becoming the meme king of the bull market! #比特币守稳77000美元上方 #美联储加息概率升至89% #币安生态 $BNB $BTC
The crypto market has reached the most important turning point of this year: the CLARITY Act and the interest-rate hike will soon yield results. The direction has been misjudged—carrying leverage makes it all too easy to get wiped out immediately! In one sentence: If the CLARITY Act’s key votes in the next two days pass, I believe the crypto market will kick off a new bull cycle, regardless of whether rates are raised! Crypto analysis boils down to three dimensions: fundamentals, technicals, and news/events. At this stage, the weight of long- and mid-term fundamentals is far greater than that of short-term technicals and news/events. On the technical side, look at BTC 82850; on the news side, look at oil prices. What truly determines the future direction is that Bitcoin’s fundamental situation has been fundamentally changed. 1、Before this rally started—on August 12—I already said that Russia’s further push to promote crypto trading is a major change in the crypto market’s fundamentals. And among the five permanent UN Security Council members, four support the crypto space. Going even further back: Trump strengthened Bitcoin’s legal status through national policy; Wall Street, led by BlackRock, has been buying heavily through ETFs; and the stablecoin regulatory framework has also been rolled out. 2、Bitcoin is no longer the gray asset of the past—it’s becoming an asset that the U.S. government, Wall Street, and even sovereign states are competing to secure. 3、Trump has meddled in several globally sensational crypto cases: Silk Road, Zhen Zhi, and Maduro. The Zhen Zhi case involves about 127,000 BTC, becoming the largest confiscation action in the history of the U.S. Department of Justice. Ross Ulbricht was pardoned by Trump to be used for his own purposes. As for how many people Maduro got zapped and how many BTC he handed over to Trump’s family—those details won’t be faithfully recorded by this era. But these are exactly the real narrative and fundamentals for crypto! On one hand, Trump grows the cake; on the other, he quickly takes it away—leaving crypto traders with scraps. That’s why many people who trade crypto never make money: the exchanges, institutions, and retail investors end up scrambling for what’s left! 4、Now the cake is almost ready. Its name is the CLARITY Act. Even if in the end it isn’t called that, they can always make another cake—it's just that the market needs more time to consolidate. High-level funds in the U.S. stock market are looking for new areas to take over. The “chaos-era currency” attributes of Bitcoin, gold, and oil are becoming increasingly obvious. I hope my followers can truly stand up in this chaos, use knowledge to break through class barriers, and meet the challenges of this era! #Clarity #加密市场动态 $BTC $USDC $ETH
Retail investors’ revolution: Will crude oil ($BZ ) break through and spark a bull market that hits historical highs? I’ve always believed that one of the biggest opportunities the market is most likely to underestimate over the next few years is crude oil. Many people analyze crude oil by looking only at inventories, OPEC output, and idle capacity. But historically there’s been an unusual phenomenon: in the 1970s, crude oil saw a gain of more than 10x over a decade—yet at the time, it wasn’t truly a long-term situation of running out of oil. From 1973 to 1979, there was a large amount of excess production capacity worldwide, and the proportion of idle capacity to demand was even clearly higher than it is today. So explaining the super bull market of the 1970s using only “demand outstrips supply” isn’t enough. 1. Gold is explicit money; energy is implicit money In modern society, nearly all economic activity is built on energy: industry, agriculture, transportation, the military, aviation, and data centers all depend on energy. Over the past 40 years, globalization drove prosperity and stabilized shipping and supply chains, reducing the strategic importance of oil, so supply and demand became the main pricing factors. 2. But today, this environment is reversing Globalization is rolling back; wars and sanctions are increasing. Important shipping routes such as the Strait of Hormuz and the Red Sea are starting to affect energy prices. In the future, the price of a barrel of oil will be driven not only by production costs + supply and demand, but also by: war premium + shipping premium + geopolitical premium—this is the main reason I remain bullish on crude oil long term. 3. Rising energy prices, in essence, are like taxing the entire industrial society The higher the oil price, the higher the costs for transportation, chemicals, agriculture, and manufacturing. Combined with high interest rates, companies also have to bear higher financing costs. So I think this may not be just a typical crude oil rally, but the beginning of energy re-entering the core of how global assets are priced. 4. The world’s operating logic is changing When US stocks are at historical highs, while war, energy security, inflation, and monetary credit are once again the focus, in the coming years crude oil, gold, and Bitcoin may be more worth paying attention to than US stocks at their historical peaks. Investing isn’t chasing the strongest assets of the past decade—it’s finding assets on the horizon that may be repriced over the next decade. In the 1990s, in Shandong, our Shengli Oilfield made fortunes for a large number of people—employees, contractors, truck drivers, suppliers, and even those who privately skimmed crude oil. If you don’t have an employment direction, then start with trading in oil and gold—this is the fast track for ordinary people to change their class in chaotic times 🫡 #原油 $BTC $CL
Is Trump, Musk, and mid-to-large exchanges cracking down on Hunter Biden’s $LAPTOP? Today, the overall market crashed. A large number of altcoins spiked and liquidations followed. Then, public opinion quickly turned its sights on Hunter Biden’s Meme coin, LAPTOP. I’ll go over what’s happening with LAPTOP right now. First, the explosive surge and crash at LAPTOP’s opening is essentially a liquidity incident. Without cooperation from major exchanges, when LAPTOP launched it lacked a large CEX price anchor, so it mainly traded through on-chain channels such as Aerodrome, Pump, and Fomo. After 8 p.m. last night at the opening, a large amount of capital and trading robots rushed in instantly. In the first 20 minutes on the Base chain, the network was visibly congested, and Gas fees jumped from 0.1U to dozens of times higher. Many people don’t understand: why could LAPTOP instantly surge from $0.05 to nearly $200, then collapse just as quickly? It’s not that the market actually believes it’s worth $200. The core reason is: the DEX liquidity pool is too shallow, and there’s a lack of a CEX price anchor. A large number of sniper bots simultaneously grabbed the coins within seconds, pushing the price straight up along the AMM curve. The shallower the pool, the more it spikes when you buy a little, and the more it can dump just as sharply when you sell a little. So getting close to $200 looks more like a momentary abnormal quotation under extreme liquidity conditions. You can’t simply understand it as the project team “pumping it to $200 and then dumping.” Second, Hunter Biden himself also came out to respond. In the face of the controversy at the opening, Hunter said he didn’t make any money from last night’s anomalous trades. Only the parties involved know this for sure, since he has partnership agreements with three market makers: GSR + G20 + Wintermute. But as the issuer, he is definitely responsible for the main part. 3, LAPTOP is no longer just a typical Meme coin—it’s gradually getting pulled into an information war involving U.S. political factions. Trump’s son publicly mocked and attacked it; Musk’s X took measures to suspend accounts; mid-to-large exchanges are being cautious. If LAPTOP can ultimately become a cultural symbol for the crypto community’s anti-Trump camp, then the more it’s suppressed, the stronger the narrative may become. Conversely, its political nature is its biggest risk. If you think “Old Trump” can always dominate the crypto world and that for years after stepping down he won’t be held accountable, then you don’t have to buy—or you can even buy the opposite way $TRUMP That’s how crypto is. The cultural attributes of crypto are the same. Everyone has different positions, but I will buy Laptop when the timing is right—not to support Biden, just to oppose Trump 🫡 #亨特拜登 #laptop #加密市场回调 $BTC
$LAPTOP Retail Revolution: Ordinary People Get a Chance to Rise by Using Political Coins! Among all the shilling, political coins have the greatest energy. Last year, when TRUMP launched, the on-chain price was 1—within two days it surged 80x to 80. Now, a second U.S. political meme coin is here—Hunter Biden’s LAPTOP. In the past few years, “Laptop” was mainly used as a political label by the Trump camp to attack Hunter Biden. Now Hunter himself has taken the label back and is fighting anti-Trump. As the U.S. moves into a new election cycle in the future, there’s room for this story to keep fermenting. I’ll look at it from both opportunity and risk: 1、The coin’s economic model is different from all other coins in the crypto world. It’s a hot deflationary coin! The deflation mechanism is tied to 30 major global events in the future—so this coin will never lack hype. It’s like bundling Meme coins + Polymarket/Kalshi-style prediction markets + deflation-and-burn together. 2、The team is far more capable than Trump’s “makeshift” operation. The gameplay is very innovative—so there must be capital backing it. In the past, Trump’s NFTs and Meme coins have both experienced an issue: heavy speculation early on, followed by a long-term decline. And with WLFI, they even changed the economic model without any shame. I predict the LAPTOP candlestick chart will undergo a sustained development process—opening won’t be the peak! 3、Its potential supporter base is also quite unique: Some Democratic supporters, anti-Trump groups in crypto, prediction market participants, funds behind meme coins, and people who previously lost money buying TRUMP at high levels could all become forces for spreading it. But right now, the biggest risk isn’t the project design—it’s the external environment. 1、Listing on exchanges has political sensitivity. U.S. platforms like Coinbase and Robinhood interact frequently with the Trump administration, and CZ also received a Trump pardon—so whether big platforms can quickly list LAPTOP spot is worth watching. If the hype is strong enough, I think Binance Perps still has a possibility of fast listing. 2、BTC is in a critical pressure zone. Whether it can truly break above around 82850, and the key progress of the upcoming CLARITY Act, will affect the market’s overall risk appetite. 3、LAPTOP’s current global hype is still far from what TRUMP had at its initial release. Don’t mythologize it in the short term, but if crypto revives and U.S. political confrontation heats up, only then might the ceiling of its narrative truly open up. #亨特拜登 #Laptop $TRUMP $BTC