Let's talk about a scary thing that hasn't yet registered in the Chinese community but has been dominating discussions in the English-speaking world these past few days: the 'invisible foundation' of the global financial system—Japan—is shaking violently.
For the past thirty years, global asset prices (U.S. bonds, tech stocks, real estate) have actually been supported by Japan's ultra-low interest rates. This is the underlying logic of the Carry Trade: borrowing nearly zero-cost yen to buy high-yield assets around the world. Trillions of dollars of 'free funds' have flowed to the entire world in this way.
But this month (2025.11), this logic has changed. The yield on Japanese long-term bonds is hitting decades-high levels (20-year nearing 2.8%, 40-year close to 3.7%). This is not a gentle rate hike, but a spring that has suddenly sprung after being suppressed for years.
What does this mean?
Financing becomes expensive: borrowing costs soar. Exchange rate risk: if the yen fluctuates, margin pressure will force institutions to close positions passively.
The unwinding of the Carry Trade is not a theory, but a trillion-dollar reverse flow that is happening. In favorable winds, Japan's liquidity nourishes the world; in adverse winds, global liquidity is withdrawn.
In the face of this macro tidal wave, looking at the recent fluctuations in the cryptocurrency market, it really feels like the crypto market is too small.
The world assumed Japan would remain still, but now, it has truly started to move.
I have to say, Binance @binancezh's $BFUSD financial management is really quite strong.
With this market, what arbitrage strategies are there to study? Holding $BFUSD has a basic annual yield of nearly 7%, outshining a host of DeFi financial products on the market...
If a real bear market happens, it’s better to lie flat and avoid too much fuss. Instead, why not give your money to @cz_binance and @heyibinance and let Binance @binance work for you.🫡
You can't judge a person by their appearance. You might think she's just a big sister from the vegetable market, but in fact, she's a Bitcoin whale. I have to say, Qian Zhimin is quite pretty, not just because she has money, but mainly because chubby girls are generally cuter.
I was thinking of quitting, but there was no airdrop, no TGE, it's tough! But my aunt and second aunt told me to persist; if there's profit, I can't give up. Life must have a bit of green, and I have to keep living.
Zhao Changpeng is really something, another 4.3 billion, just say he donates, and the relationships still depend on Chinese people.
Now, can anyone still doubt that $WLFI can go to 47U, with a minimum of 20U?
Let’s calculate how much Huang Mao has made: Japan's Son Masayoshi needs to invest 200 billion in the U.S. during his term. The seven sisters of U.S. stocks (Microsoft, Apple, NVIDIA, etc.) each need to invest 600 billion in the U.S. during his term.
That’s 4.4 trillion right there.
After the standstill, Trump announced: next, there will be an investment of 20 trillion in the U.S.
That’s a total of 24.4 trillion in investment.
Even if all this money is used to "Make America Great Again," I don’t believe Huang Mao can achieve "meat goes through the hands, no oil left."
Discussion: How to leave oil?
Clearly, the simplest way is to use virtual currency, WLFI Trump’s shares, the holdings, just need to roll the money in the coin circle a bit, and it can become Trump’s legal assets.
When talking about WLFI itself, Trump publicly says: I don’t know, not clear.
But the initial proposal was written clearly: Trump signed authorization.
In Trump's net worth composition, the market value of WLFI also occupies a major position.
No one really thinks WLFI is something Trump sent out to play with, right?
It’s clearly something used to transfer money.
And CZ.
When CZ was pardoned, I said: The main reason for pardoning CZ is that Sun couldn’t cooperate with Huang Mao; Huang Mao wanted WLFI to make money and become valuable, but when Sun got it, he dumped it, which made Huang Mao very angry.
Since Sun couldn’t cooperate with Huang Mao to make money, Huang Mao of course wants to find someone willing to cooperate and with more skillful means.
After CZ was pardoned, a magical donation was received in the U.S.: 130 million dollars, which equals 1 billion RMB. Who could have donated it?
So hard to guess.
Later, CZ stated he would donate 1.5 billion worth of $BNB to the U.S., and now, CZ is going to donate another 4.3 billion he was investigated for to the U.S.
Isn’t this meaning clear enough?
CZ and Huang Mao are deeply tied to the U.S.
WLFI must go to 47U, with a minimum of 20U.
BNB will also become the second cake due to its deep ties with the U.S., I’ll throw out a number: 22500.
If BNB is worth 22500, BNB’s little brother $ASTER is worth 1000U, isn’t that reasonable?
Interest ties, sharing honor and disgrace together.
How many times have I said it, don’t trust the goodness of human nature, trust the greed of human nature. {spot}(ASTERUSDT) {spot}(BNBUSDT) {spot}(WLFIUSDT)
November is already half over, market sentiment is poor, affecting alpha's returns. Looking at the data, the number of participants in alpha has surpassed 400,000, compared to less than 30,000 in May. The more profit effects there are, the more people come. However, there will be a day when the crypto market warms up, and at that time, there will be constant gains. When you give up, others will be printing money vigorously, so continue to hold on
alpha points airdrop: 🔸 Today (11/16) ・No airdrop news, expected to be a raid project, I will update it immediately in the square 🔸 Tomorrow (11/17) ・No airdrop news, expected to be a raid project, I will update it immediately in the square
The Fear and Greed Index has reached 11. Since 2022, it has fallen below 10 only twice: once in May and once in June, both at the bottom of a bear market. So now it will either rebound or fall further to the bottom. Is 9.5 the bottom? I think that's unlikely; at least it should be 7-8. In the short term, we have already transitioned through panic selling! 😀$ETH
Let's talk about ICP The latest product is Caffeine Everything else is the same + dog farm manipulation
Let me take a look at Caffeine, although it’s not really necessary Because programming capabilities cannot surpass the latest GPT It looks okay He should have built a web3 project framework based on GPT's programming capabilities GPT also directly provides code
Caffeine not only gives code but also builds web3 project frameworks and deploys them directly Look, the dapp is directly created Automatic deployment + automatic writing of project specification documents ICP has its own cloud service So it can be deployed automatically
Market value is 3.8 billion Just in terms of programming capabilities, it is inferior to some large models But other large models are general-purpose This one is specifically optimized for web3 dev It’s also relatively clumsy After a few tries, it’s just a facade Functionality is lacking I think the appearance is delicate and thoughtful, but the internal strength is not as good as GPT
I believe this thing is something packaged from a large model Although it's not a low-cost outsourcing project, it ultimately lacks its own hard power It's mainly to match the story told for manipulation
But this story is really not clever enough It's not as clever as the story of ZEC Clever to the point of making people feel frustrated and helpless
Rationally, I know I shouldn't buy, but it’s painful to see it rise I couldn't help but buy some ZEC and ICP to trap myself first, haha
In 2016, I did something that made my parents cry in frustration—I invested all my savings for a down payment on a wedding house, which was 80,000 yuan accumulated over two years, into Bitcoin at 450 dollars each‼️💸
At that time, my mind was filled with the thought, "When the opportunity comes, it must be seized." A year later, while renting a homestay in Chiang Mai, my phone popped up with my account balance—2.3 million! 🤯 At that moment, I truly believed that fate had given me a winning lottery ticket.
But the bear market came more ferociously than a typhoon🌪️. By the end of 2016, my account was like a deflated balloon, shrinking from 2.3 million to 220,000... I sat at the small table in the homestay, meticulously calculating every expense, while the cicadas outside made my heart race with anxiety—turns out the so-called "opportunity" hurts a lot when you fall.
After going through many liquidations and losses, I finally figured out four "survival rules":
🚫 First, do not venture into areas outside your understanding. In my early years, I heard people say that metaverse land could appreciate, but I rushed in without even understanding its purpose and ended up losing 220,000 in a week. The painful lesson taught me: money outside of your understanding cannot be earned;
📊 Second, ensure proper position allocation. Now, I invest 50% in Bitcoin and Ethereum, 30% for cross-platform arbitrage, and 20% as reserve funds. Last year, when ETH corrected to 1200, I relied on reserve funds to average down and didn’t miss the rebound;
⚖️ Third, never use leverage! The time I fully invested in contracts and faced liquidation, I returned to square one overnight. Later, I directly disabled the contract function on the exchange—leverage is not a profit amplifier; it’s a principal harvester;
🧠 Fourth, discern the news yourself. Those signal groups and influencer recommendations? They are all traps! I only trust on-chain data and white papers. Before the FTX collapse in 2022, I noticed discrepancies in reserve funds and withdrew my assets in advance to avoid disaster.
Now, I no longer crave for explosive growth, only seeking a steady annual return of 20%. So far this year, I have just completed 18%📈. On this path in the crypto world, being able to survive is more valuable than anything else.
Many people are trapped in the ups and downs, not because they don’t work hard, but because they lack a bit of clarity. The market is always there; find the right direction, and Sister Lin will guide you to take fewer detours.💡
Just discovered that the token unlock schedule for @Aster_DEX on Binance @binancezh has suddenly changed.
It’s a bit overwhelming to see, except for the S3 airdrop unlocking on December 15, 2025, totaling 200 million $ASTER , all other unlocks have been moved to September 2026, still with a small amount unlocking.
A large unlock will have to wait until 2035, brother @cz_binance is building!