BTC静静说

Right now

Retail traders in the crypto space should cherish every Builder still sharing their experiences and insights on-chain.

Because the big opportunities in crypto moving forward might really only be found on-chain.

This isn't just fear-mongering!

I've been liquidated before and have reviewed it many times.

The worst feeling isn't the loss from that big hit; it's when you clearly saw the right direction but ended up not making any gains.

The market eventually moved as you predicted, but you weren't in the ride anymore. Sometimes it's a direct liquidation, other times it's margin calls, and sometimes the cost of capital just slowly grinds down your plan.

Three weeks later, looking back, you realize you didn't lose from being wrong; you lost because you couldn't hold out until the answer came.

In 2012, it was my shining moment in the domestic political scene. In 2024, it's my shining moment in the crypto space. But every time I look back at myself in 2012, I often feel a sense of regret, like going into battle but falling before the victory. All these years, even when I made gains, I never felt truly happy. Ultimately, my ambitions lie beyond this.

The future direction of tax tokens: combining crypto and stocks, as Binance’s current focus is on stocks to achieve its goal of expanding to 300 million to 3 billion users, and #AppleLife is the leader in the crypto-stock space.

Who would scam you 37 times in a row?

That person is Trump! The dude's just playing the game.

The world is just one big, chaotic crypto circus.

The Bitcoin bear market typically lasts for 364 days.

2018:
Peak.
Bottom hits 364 days later.

2021:
Peak.
Bottom hits 364 days later.

2025:
Peak in October.
Bottom is forming.

The bottom will be in October 2026.

After a major dip,
there's always a consolidation phase.
Don't get too bullish just because we see a little bounce.

The Humanity protocol incident is a bit different, not your typical smart contract exploit or a direct drain of protocol TVL. This time, multiple wallets of users/holders interacting with the Humanity protocol have been bulk-hacked, specifically targeting addresses holding H tokens.

The exact cause isn't fully confirmed yet, but it's best for affected users to revoke all approvals related to Humanity (especially unlimited ones); move any remaining assets to a new address; and avoid any Humanity-related links/interactions until the cause is identified.

How to make 50 bucks last a week in Shanghai?

The legit way: Chow down on free noodles at Longhua Temple.
The shady move: Set off some fireworks at the Bund and get fed for 15 days.
The side hustle: Grab a military coat and crash in front of Disney, then flip that spot the next day.

No single person or group can influence the entire market. Many folks say that Binance is just pumping and waiting for someone to baghold.

The whales aren't dumb.

It could very well be us.

The whole process of negative premium contraction in the US market from June 6 to June 7.

If liquidity in the US market starts to ease up, don’t get too aggressive on the short side; wait for further developments. I've already provided the most timely shorting alerts.

I personally flipped a massive position from 2100, cutting losses and going short, and bagged gains down to 1556 – that’s enough for me.

Moving forward, I’ll be focusing on the World Cup, minimizing pointless chatter in the group, and communicating via Twitter and channel updates.

Buying a few hundred million in meme coins, is this money laundering?

I can't wrap my head around how to offload MEME coins; if you buy in like this, who’s going to take the bag?

Who knows?

There’s a whole bunch of folks out there thinking they can just mindlessly buy the dip on Bitcoin.

What are the big players discussing now?

AI chips, energy, robotics, aerospace, and so on.

This year, I haven't heard any of the big shots mention buying the dip on Bitcoin.

Nothing lasts forever in this game.

Sure, over four years, Bitcoin might still look like a decent value asset! But looking at it over the past year or two, Bitcoin's been losing its edge in the market, hasn't it?

And you’re still risking a drop…

Elon Musk's SpaceX has reportedly updated its regulatory filing, announcing a new massive revenue stream.

Each month, Google is set to pay SpaceX $920 million in exchange for computing resources, with the contract running until June '29.

Factoring in this revenue, SpaceX's market-to-sales ratio has dropped from a crazy 100x to a more reasonable 39x.

This wave of market downturn driven by BTC has surprisingly made the on-chain #Memecion a safe haven!

Bitcoin has been on a downtrend for a week now, breaking below 6 today, with almost all mainstream and altcoins following suit.

In contrast, the on-chain meme coins are still keeping their own rhythm, although there aren't any hot new concepts at the moment, and liquidity has shrunk.

The PVP hype has already been cashed out, while some stable coins that align with current trending concepts remain unaffected by the broader market crash. #BinanceLife is still consolidating at new highs without a significant crash.

Then there's the #WorldCup concept; SOL-linked $FCM and $WORLDCUP have actually rallied against the trend, while BSC's #WorldCup has remained stable long-term between 3 to 5 million, with no waves.

Truly consensus-driven long-term meme coins not only have the potential for appreciation but can also act as a lifesaver in critical moments!

Good thing I cleared those positions; this drop is something...

I haven't bought back the sold positions yet, just snagged a bit of circle and hood... opened some hype contracts, gonna see how it plays out over the weekend.

The market seems to be pushing Trump to open the Strait of Hormuz. A couple of days ago, I posted about the probability of the situation in Iran on Polymarket because Trump has been bullish on it; everyone's expectations for the Strait of Hormuz were sky-high. Now, the whole situation in Iran is starting to look grim, and a lot of capital is fleeing, so the odds have suddenly dropped! The oil price hasn’t surged more due to reserve releases, sanctions easing, and Treasury interventions. The opening of the Strait of Hormuz is the key; it’s like opening up the economic veins. Trump acknowledging that he cursed BB is a clear signal; he’s getting anxious.

I didn’t hedge with shorts because I was worried about what Trump might do. This pullback is better suited for left-side accumulation. If you can, keep an eye on the capital shifts on Polymarket and hype; this world has turned into one big rat trading scheme, and rat trades need to take profits. As regular folks, we can only catch these signals through decentralized, anonymous chains. After all, with all the gains, concentrated profit-taking is in play; any data has a lag effect. In an asymmetric information market, analyzing endlessly is pointless; the one who ties the knot must untie it.

BTC, as the liquidity vanguard, had an inexplicable major plunge, reminiscent of last year’s end! This indicator, combined with the geopolitical probabilities on Polymarket and the SOFR-IORB spread (link in my comments), is currently a solid signal combo.

Previously, I used this spread to gauge BTC trends accurately, but recently, the spread has dropped significantly, and Bitcoin still hasn’t surged, indicating some inefficacy for BTC. Hot money has fully flowed into AI; any metric has its time frame. Always remember that short-term trading is a probability game; metrics only help improve the odds, they don’t dictate outcomes. Make the most of the moment while you can.

The crypto market has dipped so low that no one dares to catch the falling knife anymore, hitting 59000. Some folks are getting cocky, but what's the big deal, right?

In the stock market, this level of drop has had many people piling in heavy, and I've been playing with US stocks for almost a year now. For the first few months, I bought and didn't even check, but only in the last couple of months did I start thinking about rebalancing. Honestly, the stocks that have been pumping are just a select few; I held onto some for ages without making a move.

There's really no need to stress about crypto being overshadowed by US stocks; our crypto market is pretty nimble with cash flow. Wherever the action is, that's where we'll go. When the crypto market rebounds, the funds will naturally flow back in.

zec
Took a bit of a dive, huh?
Last time it dropped like this, it was due to a vulnerability.
This isn't the first time, is it?

The ZEC infinite issuance vulnerability was discovered by Anthropic Opus 4.8. We shorted through countless attempts around 600, grinding it out through the ups and downs.

The drop was no surprise; several major players in Europe and the US were screaming that it couldn't break 700, and it was already showing signs of fatigue.

What’s crazy is that the massive crash was actually due to an AI uncovering the vulnerability. Honestly, all blockchain projects should take this as a wake-up call. Is that silly toy of yours really worth the cash you’re mindlessly pumping into it?

The Binance SAFU fund completed its position three months ago.
BTC average price is $63,456, currently underwater.

After six months of rescue efforts, the industry is still a mess, and market sentiment remains bearish. We can't expect CZ to pull out another billion, right? So, what’s the plan for crypto?