Yesterday, I used my quantitative system to take a look at the trends of global liquidity and altcoins, and I found something very interesting that made me ponder whether the current market represents a looming altcoin season!!!
From the weekly chart of CRV, it can be clearly seen that the trends of junk coins are almost highly synchronized with the changes in global liquidity. Every significant uptrend occurs during times of improved market liquidity and increased risk appetite. However, once liquidity tightens and risk assets come under pressure, altcoins quickly enter a rapid decline. Why did the trend go in the opposite direction in November? That was because Trump made a call in November, and the influence of a world-class leader is still very significant, but afterwards, it almost coincided again.
Looking at the charts of other altcoin seasons, it’s not difficult to find this pattern; the yellow line has already turned. But does this mean that the altcoin season is about to arrive? Does it indicate that liquidity is easing?
This actually confirms what we have been saying all along: the real driving force behind altcoins is not the fundamentals, but liquidity. Since 2014, every round of altcoin bull markets has essentially not escaped the underlying logic of "liquidity leading to speculation." Currently, although junk coins like CRV have gradually developed some buy point structures on daily and weekly levels, for a sustained uptrend to form, we still need to see whether there will be a broader release of liquidity.
In other words: Technically, one can speculate, but there must be an exit mechanism.
A true trend reversal must be accompanied by "the faucet being turned back on." The faucet is simply the Federal Reserve lowering interest rates and injecting liquidity. Yesterday, there was also an interesting piece of news: Federal Reserve Governor Quarles will resign next week, giving Trump the opportunity to appoint a governor to pressure Powell. The probability of a rate cut in September has also increased. Finally, looking at this chart, the answer is already quite clear: #加密市场反弹 $BTC $ETH
Whether you are a cryptocurrency novice or an expert, you must take a look I have spent over half a month writing this painstakingly, gathering various literature and materials for my brothers, including my personal understanding. I hope everyone can take a good look; cryptocurrency should be a place for us to make money, not just a constant deposit! I will continuously update my daily strategies in Binance Square, hoping everyone can get rich in the second half of the year! #区块链 #干货 #交易员 #量化交易 #加密市场回调 $BNB $BTC $ETH
Recently, the BSC series have all been pulling the market—Dragon One $TUT has already come out. Focus on the $BROCCOLI714 $MUBARAK cookie, bmt, and these.
SanDisk releases earnings, the stock plunges and falls below 1300. Brothers who got in are eating meat $SNDK
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Surely the Discon empty orders have already made money, right? I added to the short position at the open. It’s now fallen below 1400. Let’s wait and see the earnings report $SNDK
Surely the Discon empty orders have already made money, right? I added to the short position at the open. It’s now fallen below 1400. Let’s wait and see the earnings report $SNDK
Hidden Order Capital
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Now you can short $SNDK . If it rises at the open, you can continue to add a bit more position and short. After the close, we’ll see the earnings report—probably similar to yesterday’s $AMD.US
Damn, I was just lying on the bed and suddenly thought about it and felt something was off—maybe it just went in more. Tomorrow’s FOMC meeting might be a no-show to prop the market up. Get a long position first as a bottom core
Not making a lot of money, but the short positions all got closed. Checking the correction over the weekend was right. The AMD distribution mode—push it up and keep shorting at $NVDA.US
US 20-year and 30-year Treasury yields broke through 5%—meaning if you put $1,000,000 in, you can earn $50,000 per year. But what about the US dollar? It’s hitting new lows again and again.
As US Treasuries keep rising, the US dollar will most likely head to its previous low. The CNY versus USD is appreciating, which is pretty much the same as what we wrote at the start of the year. That means the US dollar is going to depreciate.
If we really use 1M USD worth of CNY to buy in, and assume we return to the previous low, then in RMB terms, you might lose around 6 percentage points.
But the market seems increasingly dangerous. Over the past couple of days, the US stock “Seven Sisters” have wiped out $800 billion in market value, and US Treasuries have also been draining liquidity. Revenge trades must short it hard 🤣🤣🤣
Pizza Day is here!\n\nBig shoutout to Bird Brother and Binance, joining the Bluebird crew is definitely a move worth making; it's my first time scoring some Binance swag!
Mystery Quant!\nTaking trades on the second day, today we have a total of three trades, BTC spiked, the data doesn’t look too good, scared off the two buddies who followed me yesterday. Hope everyone can zoom out and ride with me on this month’s gains and losses! $BTC
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Restarting with a 500u position, now it's fully automated API trading. Bros, let's witness the magic of quantitative trading reaching new heights!
A bold hypothesis: five years from now, your game account may be worth more than your bank account.
Sounds like nonsense? But the logic is actually very simple. The money in the bank account will be slowly eaten away by inflation. In a gaming ecosystem that operates continuously with a growing user base, the scarce on-chain assets—land, limited items, early NFTs—will only become more valuable as the ecosystem expands. The premise is: this game needs to survive long enough, and the ecosystem really needs to be growing. So the question becomes: which Web3 game has this potential? Why would I put @Pixels on the candidate list? It's not because someone shouted a recommendation, but because I used a very down-to-earth method—I looked at its "boredom index."
Stardew Valley has sold twenty million copies, proving that there is a large group of people in the world who just love to "farm".
But there is a regret with Stardew Valley—after farming for 500 hours, your farm only exists in local saves, cannot be traded, cannot be monetized, and may be lost if you change computers.
@Pixels does a very simple thing: it brings the equally addictive farming experience onto the blockchain. Your farm, crops, and items are all blockchain assets, $PIXEL driving the entire economic circulation.
Farming is the same, one leads to solitude, the other leads to real assets. Which one will you choose?
I played through all the surviving Web3 games on the market, and in the end, I only kept @Pixels in my daily routine. The reason is very realistic.
It's not because it pays the most, not because it has the best graphics, but because—only it makes me feel like "I want to open it again tomorrow." Sounds pretty simple, right? But think about it, how many Web3 games have you downloaded and played for two days before never opening again? Most so-called "chain games" just open to a rough webpage, and after a couple of clicks, there's nothing to do. The only reason you stick around is because you "heard it can make money," but when you actually play, you find it's not even good enough to pass the time. Pixels is different; its "wanting to play again the next day" is supported by the game design itself.