WEB3氪金AI猎手互关互赞

Just now Binance launched 0G, let's talk about 0G, and the recent Binance contracts

Recently, Binance contracts included AVNT, OPEN, 0G, etc.

I don't know if everyone has noticed, but recently, Binance's spot market has been rising

The situation where contracts previously dropped sharply after being listed no longer exists

So on the day 0G was listed, I advise everyone not to short it

Moreover, 0G is the first coin to implement micro-strategies before being listed, so the probability of it being pumped in the early stage is very high

In addition, 0G has been listed on major exchanges like UPbit and Binance

There should be a lot of hot topics for speculation soon

Let me tell you what time period is suitable for shorting this coin

Around October 15th, 0G will start unlocking tokens

After October 15th, shorting should be fine, but don't think about it now

AI narrative + micro-strategies + major achievements, Buff is fully stacked

By the way, I also have 0G's NFT, is this thing worth money now? $0G

$MYX
The team can eat freely.

The Federal Reserve suddenly changes its mind, rumors of a rate cut in December are rampant, retail investors in the crypto world should stay vigilant and not be harvested like leeks!

JPMorgan insisted a week ago that there would be no rate cuts this year, but now they've made a 180-degree turn, claiming the Federal Reserve will take action in December. The speed of this flip is even more exaggerated than the crypto K-line charts. However, don’t rush to celebrate that a bull market is coming; Wall Street's 'script murder' is beginning again. The president of the New York Federal Reserve is signaling dovishness, and institutions already knew the economy was struggling, but waited for the employment data to disappoint before changing their tune. This is clearly a game of expectation management, aiming to buy in at low prices. When the September employment data was released, BTC plummeted instantly, serving as a cautionary tale.

Moreover, a rate cut may not necessarily signal a bull market. Historical data shows that after the Federal Reserve's first rate cut in 2019, BTC fell by 20%. When the good news is fully priced in, it becomes bad news. Currently, the market has already inflated rate cut expectations. When the official announcement comes, institutions might collectively sell off. Don't wait until the news breaks to chase; instead, focus on on-chain data to see if there are any movements in whale wallets. This is the approach of smart investors.

Excess profits come from huge divergences.

Timing for building positions during huge divergences:
➠ Crash (-30 to -50%)
➠ Fear Index < 10
➠ Influencers are collectively bearish
➠ Liquidations > 1 billion
➠ Media mocks BTC/ETH to zero
➠ Needle injection

The more conditions met, the more profit. Bought the dip at $

Stablecoins have a considerable depth of moat

In my personal opinion, stablecoins are very similar to social media

Although there are now hundreds of types of stablecoins

USDT & USDC still account for 90% of the total market value ​​​$USDT

Stablecoins, are they really stable?

In fact, stablecoins can be divided into four categories:
1. Fiat-collateralized, such as USDT and USDC, supported by an equivalent amount of US dollars or highly liquid fiat assets;
2. Crypto-collateralized, like DAI, which locks up digital assets such as ETH through smart contracts as collateral;
3. Algorithmic stablecoins, which rely on algorithms to adjust market circulation to maintain price, with higher risks;
4. Commodity-collateralized, such as PAXG, which is linked to physical gold, with 1 coin corresponding to 1 ounce of gold.

Not all of the above four categories are stable, as the underlying collateral may not be stable, so we cannot say that "stablecoins are all stable."

However, both fiat currencies and gold will fluctuate, and stablecoins are certainly no exception. So which stablecoin is relatively stable? Let's rank them:

Stability:
Fiat-collateralized stablecoins (USD/CNY) > Commodity-collateralized (gold) > Crypto-collateralized (digital assets like ETH) > Algorithmic stablecoins

In short, it still depends on whether the collateral behind the stablecoin is stable, as well as whether the regulation behind it is strict. The stability of the collateral behind the stablecoin essentially represents the stability of that stablecoin.

The first batch of pilot stablecoins in Hong Kong is based on the most stable fiat-collateralized stablecoins, and JD.com and Ant Group have applied to enter the market.

The requirements for entering the market are also very high:

1:1 fiat reserve requirement:
- All issuers of Hong Kong dollar stablecoins must maintain a 100% equivalent fiat reserve, meaning "for every stablecoin issued, an equivalent amount of Hong Kong dollars must be deposited"
- Reserve assets are limited to cash, Hong Kong dollar/USD government bonds, central bank deposits, and other highly liquid low-risk assets, independently custodied by licensed banks in Hong Kong
- An executable 1:1 redemption mechanism must be provided, allowing users to convert stablecoins back to fiat at face value at any time

Strict capital and compliance thresholds:
- Non-bank applicants must have a paid-in capital of 25,000,000 HKD to ensure financial strength and risk resistance capability
- Issuing institutions must be registered companies in Hong Kong or recognized foreign financial institutions with a physical presence in Hong Kong
- Implement "atomic-level compliance": KYC real-name verification, transaction record retention (for over 5 years), AML/CFT anti-money laundering measures

In summary: Hong Kong stablecoins = fiat-collateralized stablecoins (HKD/USD as the anchor) + licensed financial institutions issuing + strict regulation by the Monetary Authority

Hong Kong stablecoins are truly stable.

There are two weeks until the next FOMC meeting.
In the past few weeks, the likelihood of another 25 basis point rate cut was basically fifty-fifty.
But now the probability of a rate cut has exceeded 80%.
This is because several Federal Reserve officials made dovish comments last week, changing market expectations.
We also expect to hear Trump announce a new Federal Reserve Chair nominee before Christmas.
The currently most popular candidate is Hassett, who is a big dove and also a supporter of the cryptocurrency field.

BTC has a very clear liquidity distribution within this price range.
After experiencing continuous and large-scale selling 1-2 weeks ago, a large amount of liquidity has accumulated in the $97K-$98K area.
This has led to a series of slightly lower highs, forming a huge liquidity zone.
The $97K-$98K area is also consistent with a noticeable horizontal price line.
So overall, this is a good area worth paying attention to. ​​​$BTC

DOGE现货ETF首日净流入仅180万美元，第二天也才216万美元，且其中相当大一部分是大户将场外持仓转入套利，真实增量资金和交易量远低于市场预期，冷清程度有点超出想象。
为什么会这样？原因其实很直白：申请人咖位不够硬
ETF首发流入本质上可以理解为顶级喊单。
比特币有BlackRock、Fidelity压阵，以太坊有VanEck、Grayscale背书，市场自然蜂拥而入；而DOGE这几只ETF的发行人（Rex、21Shares等）在传统金融圈影响力有限，机构和散户自然不急着买单。

目前只有零星几家申请，远没形成多家顶级资管集体站台的压迫感。
只有当Fidelity、ARK、Invesco这类巨头其中之一加入DOGE ETF申请阵营，才会真正引爆市场情绪。

不过，我对DOGE ETF后续走势依然保持乐观，理由有三：历史规律：BTC ETF、ETH ETF上市首周都曾先冷后热，甚至出现短期下跌，随后才开启主升浪；
DOGE本身拥有其他山寨币无法复制的文化符号+马斯克背书双重护城河，一旦更多头部机构入场，叙事切换会非常快；
当前狗狗币的冷启动我觉得是恰恰把假流入挤干净，未来真正增量进来时，爆发力反而更强！$DOGE

从目前市场情绪与资金行为来看，大部分已经彻底转空：
山寨币也被看衰到极点，小散户要么割肉离场，要么被各种垃圾币和MEME死死套牢；主流币反而没人敢碰。资金分层现象非常明显： 小资金玩家依然偏好小市值山寨和MEME，想一夜暴富，大资金玩家只认BTC、ETH、BNB等少数头部；
结果就是那些中间层主流币，有基本面、有ETF、市值50-300亿区间成了双重真空：小散不爱碰，大户暂时看不上。

但正是这种极端真空，反而制造了最好的低位布局机会。原因很简单： 这些币普遍已有或即将有现货ETF背书，一旦情绪反转，那么到时候机构与媒体只需一句“这些才是真正被监管认可、有长期价值的资产”，散户就会疯狂回补；
而这些有ETF的主流币市值够大、流动性优秀、盘子相对干净，完全符合机构与做市商的操作偏好，进出场都极为方便，到时候局面肯定会反转，直接拉一波！$BTC

Tom Lee 修正比特币目标预测：25万美元的观点搁浅，年底焦点转向破10万美元
曾多次发表大胆价格预测的 Fundstrat Global Advisors 联合创始人Tom Lee，近日公开修正了他对比特币年底行情的预期。
最新在接受CNBC采访时，他不再坚持其广为人知的“2025年底比特币达到25万美元”的预测，转而表示比特币在年底前“很有可能突破10万美元”，甚至可能破今年十月以来的历史高点。
此番表态背景是比特币市场近期持续疲软。行情数据显示，自10月中旬起比特币陷入下跌趋势，并连续多日跌破9万美元关口。
这一短期弱势与历史季节性规律形成反差。据CoinGlass数据显示，自2013年以来11月通常是比特币平均表现最强劲的月份，但本月市场表现与历史行情的背离。
然而，Lee 对年底行情仍有期待称，比特币全年涨幅往往集中在极少数交易日内，该资产通常每年仅需 10 天即可完成一次价格波动。$BTC

Bitcoin will continue to operate within the rising channel in the short term, with a focus still on going long.

Don't fantasize about shorting; the current situation makes shorting an unrealistic idea. If you want to gamble on a short, you will only be beaten for nothing.

Bitcoin is looking for support from the channel at 90000 and 90200 to go long, with a target of 94000.

Japanese media cited a report from the Wall Street Journal, stating that Trump suggested Sanae Takachiho not to provoke China during a phone call on November 25.

U.S. and Japanese officials said that Trump's suggestion was quite mild and did not pressure Takachiho to retract her controversial remarks.

The Wall Street Journal also quoted an American source saying that Trump understands the political difficulties Takachiho faces domestically and is aware that she may not be able to fully retract her provocative statements.

Ethereum's market situation yesterday goes without saying, there was no profit!

Currently, Ethereum has broken through the downward channel of the main trend, and the A wave is almost completed.

Now we are also experiencing a B wave rebound. During the B wave rebound, we can see that the highs are getting higher and the lows are also getting higher, which is a typical oscillating upward trend.

Intra-day operations around 2970-3000, target 3100-3170$ETH

NASDAQ-listed Bitcoin mining company CleanSpark released its 2025 financial report. As of September 30, the company's total revenue was $766.3 million, a year-on-year increase of 102.2%, with a net profit of $364.5 million.

CleanSpark holds approximately 13,011 Bitcoins, with a holding market value of about $1.2 billion, as well as $43 million in cash, mining assets worth approximately $950 million, and $1 billion in operating funds.

BTC现报91400左右，日内涨幅达4.7%，成功站稳9万美元大关。此前从81000低点反弹，日线三连阳且4小时K线多头吞没，交易量同步增加，上涨动能强劲。

技术面MACD柱状图持续为正、RSI超卖后修复，叠加美联储12月降息概率升至84.9%、机构逆势布局等利好，支撑其向93000阻力位冲击。需注意89000-90000区间抛压

90000-910000茤，防守89500，目标9400

The market's expectations for the Federal Reserve to cut interest rates in December are growing stronger. According to CCTV Finance, CME Federal Funds Rate futures data shows that the market bets on a 25 basis point rate cut in December, with the probability soaring from about 40% a week ago to over 80% overnight.

The latest CME "FedWatch" tool shows that the probability of a 25 basis point rate cut in December has reached 84.9%, while the probability of keeping the rate unchanged is only 15.1%.

In addition, the market expects that by January next year, the cumulative probability of a 25 basis point rate cut will be 66.4%, the probability of a 50 basis point rate cut will be 22.6%, and the probability of keeping the rate unchanged is only 11.1%. This indicates that investors generally believe that the Federal Reserve will begin a rate cut cycle before the end of the year.

自今年7月Solana现货ETF上市以来，市场表现远超出了预期！
截止目前11月27日为止，SOL现货ETF累计资金流入规模达到6.13亿美元，而且在11月比特币ETF净流出超12亿美元、以太坊ETF净流出约6.8亿美元的背景下，SOL现货ETF反而能够连续20多天资金都是净流入的状态
这一点就说明了机构资金已经从已充分计价的“避险型资产”（BTC）与“成熟型资产”（ETH），慢慢转向了仍具高增长弹性与估值修复空间的“Beta型资产”（SOL）
同时当前Solana ETF日均流入规模已占全市场加密ETF流入的38%以上，远超其市值占比（约11%），从这一方面也显示了机构加仓的意愿仍处加速阶段。
并且由于ETF 需要购买大量 SOL 现货并将其锁定用于质押，这会阶段性地减少市场上可流通的 SOL 供应。$SOL

Texas Breaking the Ice: $5 million 'leading' the strategic Bitcoin reserves of U.S. states
Lee Bratcher, president of the Texas Blockchain Association, announced that the state has officially launched a Bitcoin reserve program and has completed the first purchase of $5 million worth of BlackRock Bitcoin Spot ETF $BitcoinETF-iShares (IBIT.US)$ . At this moment, the cold market sentiment seems to have heard the crisp echo of the ice cracking. $BTC

数据:过去30天BTC巨鲸资金流入币安的规模达75亿美元，为一年来最高水平】

链上分析师称，最新数据显示，过去30天内，BTC巨鲸资金流入币安的规模达75亿美元，为一年来的最高水平。当前资金流入激增的情况，与此前市场高波动时期(如2025年3 月)的模式类似，当时比特币价格从约10.2万美元跌至7万美元低点。在这些情况下，巨鲸通常会在市场走弱时，将资金转入交易所以获利了结或管理风险。鉴于30天资金流入指标仍在攀升，目前数据尚未表明抛售压力已企稳。

对投资者而言，这主要意味着风险区域尚未完全解除。大额资金流入交易所往往充当压力晴雨表:它们表明资金正在调动， 但未必预示趋势反转何时发生。在之前类似时期，市场大约需要一个月时间才找到局部底部。$BTC