蜡币小鑫

The cow returns quickly, brothers 🧧

Today I opened defillama to take a look at the relevant data for #USD1 , and I can't help but feel amazed that projects with strong backgrounds continue to maintain robust development regardless of bull or bear markets.

Since May of last year, the market share of USD1 on BSC was 99.3%, and now in April, almost a year later, it has expanded to 8 public chains at most, and these public chains are relatively active, especially the shares on BSC, ETH, and SOL, which are 42.74%, 37.55%, and 19.02% respectively.

Now the market cap of USD1 has reached around 4.2 billion, which has doubled compared to before. Although it is still ranked fifth among stablecoins, the gap with DAI is getting smaller.

These data give me the feeling that USD1 is getting better and better. I allocated it to my assets before because I could obtain WLFI airdrops. Now holding USD1 allows me to earn a relatively high APY on Dolomite, which was over 30% a few days ago and has now dropped to around 10%. Compared to other yields, it's still quite attractive.

As for the recent FUD issues, opinions vary. I was one of the first users who started with WLFI. The recent cycle lending has faced varying degrees of FUD for WLFI, but I believe the current risks are still relatively controllable. Especially for USD1, a top-level project with strong backing, I trust the resource background behind the system more than the FUD. #USD1 #WLFI

Iran plans to impose tolls on tankers passing through the Strait of Hormuz during the ceasefire period

Charging Standards: Tiered pricing per barrel, $1 per barrel for neutral countries, with a maximum payment of $2 million for tankers of 2 million barrels capacity per trip

Settlement Method: Refusal of US dollars, prioritizing RMB + cryptocurrency, existing oil tankers have completed payment in RMB

Control Rules: Five-tier pricing (based on friendliness of countries), vessels from sanctioned countries such as the US and Israel are prohibited from passage

International Reaction: Led by the UK, over 40 countries refuse to pay, stating it violates the United Nations Convention on the Law of the Sea; Iran claims this move is to maintain sovereignty and address the budget deficit

The current plan is still under preparation, with no clear implementation timeline, global energy markets continue to pay close attention

Has the cow arrived? Today #USD1 has given holders a surprise with gold coins, I just saw the tweet from @worldlibertyfi about #USD1's yield, and upon opening it, the annual yield surprisingly jumped to 35.58%, which is even better than the previous 20% annual yield from exchanges.

I mentioned before in the community that during a bear market, if you don't have a project that you are very optimistic about, it's advisable to allocate all your funds to stablecoin wealth management or exchange wealth management. Today #USD1 surprised us.

Calculating carefully, if you deposit 10,000 USDT, the annual yield should be around 3,500 U, with a daily yield of about 10 U, which is enough for my meals for a day. Of course, the current high annual yield may not last long, but from all the wealth management protocols, #USD1's APR is generally higher than other cryptocurrencies.

The reason I have always been optimistic about #USD1 is actually summed up in one sentence: it aims to be an upgraded version of the US dollar, rather than just a stablecoin.

Since #USD1 came out, I personally believe it has been continuously laying out different tracks. First, the layout on CEX, with trading pairs, wealth management, and other products has increased the centralized user adoption rate of #USD1. Then, the collaboration with various protocols on-chain has provided users with better stablecoin choices. Recently, #USD1 has also appeared in AI payments, RWA tracks, and more.

Speaking of RWA, I must mention the cooperation with @Aster_DEX in the past few days, officially becoming the foundational layer for RWA assets on Aster. This means that as long as you trade commodities or RWA assets on Aster, it is inextricably linked to USD1 as the trading pair of stablecoins, making it the dollar base for on-chain RWA.

Imagine a stablecoin backed by 100% real dollars + institutional-level transparency + an upgraded version of a multi-track layout from the Trump family. The advantages in the future of blockchain development will be significant. Currently, the mainstream direction in the crypto space is RWA, AI, and DeFi, and compliance is one of the primary conditions. USD1 holds a first-mover advantage and is top-tier in multi-ecosystem construction.

Personal suggestion: In the current environment, without particularly optimistic Alpha projects, just put your money in USD1 to earn stable high interest, which is the most comfortable and lowest-risk choice. Of course, high APR cannot be maintained forever, but as long as USD1 continues to deepen the CEX+DeFi+RWA ecosystem loop, it will not just be another stablecoin, but the core carrier of dollar liquidity in the next era.

🔥CZ's autobiography "The Binance Life" is officially released! Recommended by Ray Dalio, Larry Fink, and Zhang Yong.

On April 8, CZ's personal autobiography "The Binance Life" officially reveals its lineup of recommendations, with many business leaders such as Bridgewater founder Ray Dalio, BlackRock co-founder Larry Fink, and Haidilao founder Zhang Yong passionately endorsing it.

The preface of this book is written by Binance co-founder He Yi, disclosing many of CZ's early experiences: both parents were teachers, grew up in New Pu rural area, started school at the age of 5, moved to Canada at the age of 12, and worked at McDonald's and gas stations during his student days to gain experience.

The two first met during the 2014 Bitcoin bear market, when CZ decisively sold his house to heavily invest in Bitcoin, and He Yi transitioned from being a host to entering the cryptocurrency industry, three years before Binance was officially born.

CZ candidly admits in the preface that he founded Binance at the age of 40, and this tumultuous entrepreneurial journey is far more exciting than any movie.

Iran and the US have reached a two-week ceasefire agreement, confirmed by The New York Times.

As a result, WTI crude oil plummeted 9.10%, falling by $10 in a single day;
Bitcoin surpassed 71000, Ethereum rose to 2200, and gold and silver rebounded simultaneously.

With the short-term conflict cooling down, if a permanent ceasefire is achieved subsequently, it will be a significant positive for the global market.

Trump is at TACO again, old Trump probably can't believe what he's saying: Tonight, a civilization will completely disappear, never to return. I don't want this to happen, but it is very likely to happen.

800U for a promotion, BD sent a link and asked me to fill out a form, but I feel like it's a phishing link, a new type of scam.

I said I'm not taking it anymore, and then they blocked me.

I said, I'm a 50U blogger, they give me 800U and ask me to fill out a form, it must be a scam.

A loud explosion, and the cryptocurrency market has once again plummeted.

One person is shouting that if there is no compromise, it will explode.

Another responds that they are ready to face death.

Cousin's book is going to be released this week

The Chinese version is called: Binance Life (has launched spot and futures)

The English version: Freedom of Money (only launched alpha)

No wonder these two have been rising in the last few days, it seems everyone is waiting for the release

I only placed a base order, thinking about getting more, but I forgot while going out to play these past few days

Strategy continues to firmly accumulate coins: Strategy increased its holdings of nearly 4,900 BTC at an average price of about $67,700 in early April, costing over $329 million. Even though the overall holding cost is still higher than the current price, the company continues to increase its investment through equity financing, with total holdings surpassing 766,000 coins and total investment approaching $58.1 billion, maintaining a long-term allocation strategy.

Trump has just delivered a national speech. Iran's 'Epic Fury' operation is about to end.

The United States will withdraw troops in 2–3 weeks, claiming that the Iranian nuclear threat has been completely eliminated. 'Iran will never possess nuclear weapons.'

Precision strikes will still be retained in the Strait of Hormuz if necessary: let China, Japan, and South Korea manage it themselves. An immediate ceasefire has not been announced, and threats to strike Iranian energy facilities remain.

👇 The market reacted violently.

$BTC and gold plummeted.
Crude oil $BZ surged violently by +5%, safe-haven retreat, volatility maxed out.

#Iran #Trump #Bitcoin #CrudeOil #Gold #Geopolitics #Cryptocurrency

Short-term market highlights:

No direct ceasefire; geopolitical premium on oil prices remains, making short-term rises easier than falls.
Bitcoin and gold are seeing a capital outflow from safe-haven investments, clearly under pressure in the short term.
Energy stocks are strengthening, while growth stocks and risk assets are under pressure.
If further pinpoint strikes are launched, cryptocurrencies and precious metals may face a second dip.
The dollar is relatively strong, while emerging markets and risk currencies are overall weakening.

Trump makes another strong statement, and the energy market exploded directly

According to Jinshi Data News (April 2 morning):

WTI crude oil strongly broke through $103/barrel, with a daily increase of 4.07%!
Brent crude oil also surged by $4, currently reported at $102.86/barrel, an increase of 4.06%.

The core trigger is this heavyweight news:
Trump threatened that if the agreement with Iran cannot be reached, he will directly strike Iran's energy facilities!

Whenever there is a disturbance in the Middle East situation, oil prices soar directly. The tense expectations in the Strait of Hormuz and energy supply risks have put global markets on high alert. In the short term, oil price fluctuations will continue to amplify, and attention should be paid to Trump's national speech tonight, which may bring new variables.

Attention cryptocurrency brothers: surging oil prices often drive inflation expectations and risk assets in tandem. High beta assets like Bitcoin also warmed up with the sentiment today, but geopolitical risks may reverse at any time, so positions should be managed carefully!

（Today）High-profile international events + Cryptocurrency event summary

🌍 International hot events

The situation in Iran continues to affect the world: Trump claims that Iran is seeking a ceasefire, and the U.S. may end related military actions in 2-3 weeks. Market optimism towards risk assets is increasing, but Iran still expresses strong statements, and uncertainties in the conflict remain.

Trump will deliver a nationwide speech on the situation in Iran today: The White House confirms that at 9 PM Eastern Time (tomorrow morning Beijing time), the market is closely watching whether more peace signals or new measures will be released.

UK Prime Minister Starmer states: "This is not our war," making public the differences with Trump on NATO issues, and there are obvious rifts in the positions of Europe and the U.S. on the Iran issue.

Global supply chains are affected: The Iran conflict has already driven up costs for jet fuel, plastic packaging, and even the beauty industry is feeling the pressure from rising transportation and raw material prices.

📈 Cryptocurrency hot events today

Bitcoin returns above $68,000: Bitcoin starts Q2 above 68K, increasing by about 2% within 24 hours, driving Ethereum up by about 3%. Market expectations of easing geopolitical risks boost risk appetite.

Expectations of a ceasefire in Iran favor the crypto market: After Trump's related statements, BTC and ETH rebound from recent lows, with investors believing that a cooling of the conflict will benefit the recovery of risk assets.

U.S. crypto regulation enters a critical window: The CLARITY Act is expected to be marked up in the Senate Banking Committee in mid-April, and if passed, it may open up greater space for institutional entry; however, there is still resistance from banking lobby groups.

Ethereum Glamsterdam upgrade enters the final testing phase: Targeting a June launch, Layer 2 expansion and staking optimization continue to attract attention.

Institutional trends: Bitcoin ETF inflows saw some recovery at the end of March, and some traditional financial institutions are continuing to explore tokenized assets, but overall legislative progress still affects long-term forecasts.

Overall atmosphere: Expectations of easing geopolitical tensions + a new starting point in Q2 make the cryptocurrency market feel warm today, but volatility remains high; it is recommended to pay attention to Trump's speech tonight and the latest developments in the Middle East.

Trump's core topics in the national speech this morning

1. Border control and immigration governance
Highly likely to announce a new round of border control measures, accelerate the repatriation of illegal immigrants, and pressure Congress to pass border security funding.

2. Domestic economy and inflation
Targeted responses to rising prices to soothe public life, while promoting the economic achievements during his administration, downplaying economic pains.

3. Trade policy
Reaffirm the necessity of tariff policies, hinting at advancing a new round of unilateral trade negotiations, demanding more concessions from trade partners.

4. NATO and ally relations
Pressuring European allies to bear full defense spending, redefining NATO's value, emphasizing that it must serve U.S. interests.

5. Energy issues
Promoting the relaxation of restrictions on domestic traditional energy extraction, stabilizing oil prices, breaking free from foreign dependence, while countering criticisms related to energy policies.

6. Domestic politics and administrative authority
Attacking political opponents, consolidating support from his own camp, while demonstrating presidential leadership, ignoring some constraints from Congress.

7. Diplomatic games
Sending strong signals to geopolitical rivals, reaffirming the bottom line of U.S. core interests, while reserving diplomatic maneuvering space.