佐哥 ZOHAN
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佐哥 ZOHAN
每天更新，過濾全球幣圈 X 宏觀經濟 X AI 三條戰線的重點。
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Binance Square Daily News｜7/5 International Focus: Crypto Regulation Awaits Catalysts; Oil Price Risks Cool Off but Not Gone
Market Snapshot: BTC is around 62,731 USDT, up 0.15% over 24h, trading in a range of 62,437–63,462; ETH is around 1,764 USDT, up 0.02% over 24h, trading in a range of 1,749–1,808. The two major assets are seeing tighter volatility today. BTC remains relatively stronger than ETH. The market looks more like it’s waiting for fresh macro or regulatory catalysts rather than chasing a one-way move.
1) Crypto Regulation: The U.S. digital asset legislation is still the main storyline. Reuters reported that a U.S. Senate committee will consider a crypto regulatory framework that’s still pending details, with focus on token classification, the SEC/CFTC division of responsibilities, and arrangements related to stablecoins. If such bills move forward, it would be a medium-term positive for compliant exchanges, custody, ETFs, and institutional allocations. If the process stalls again, the market may continue to price in risk premia.
2) Liquidity: Citi this week trimmed its 12-month targets for BTC and ETH, citing ETF fund flows turning negative, investors’ risk appetite declining, and slower U.S. legislative progress. This is a reminder that spot prices in the short term depend not only on narratives, but also on real fund flows. When net ETF inflows don’t return, rebounds can easily face selling pressure.
3) UK Stablecoin Rules Turn More Pragmatic: Reuters noted that in the final crypto rules, the UK FCA reduced capital requirements for stablecoin issuers from the originally planned 2% to 1%, and pushed the rule effective date to October 2027. This suggests major financial centers are still trying to find a balance between risk control and competitiveness. It’s a positive signal for stablecoin payments and compliant issuers.
4) Macro Interest Rates: U.S. June nonfarm payrolls added only 57,000, below market expectations. Reuters said traders therefore lowered the probability of a rate hike in July. For crypto markets, easing rate pressure is supportive for risk-asset valuations. However, if slowing employment is interpreted as economic cooling, capital may initially shift toward defense.
5) Energy and Geopolitical Risks: Tensions in Middle East shipping have eased somewhat. Reuters reported that Iran–U.S. talks are still ongoing, with some restoration of shipping through the Strait of Hormuz. Other reports also said sea trade between Iran and Qatar has resumed. Oil prices were roughly flat last week, with Brent around $72. Still, negotiations remain fragile. If energy prices rise again, they could once more raise inflation and interest-rate pressure.
6) AI and Semiconductors: South Korea plans to put chip-cycle-related earnings into a “future fund.” This week, Reuters also reported that SK Hynix will expand its memory investment. AI capital “siphoning” is still in effect: on one hand, it supports tech stock sentiment; on the other, it may divert high-risk capital that would otherwise flow into crypto.
My view: In the short term, BTC/ETH is still tugged between “regulatory catalysts vs. weak ETF fund flows.” If BTC can hold the 62,000–62,500 zone, the market still has a chance to wait for policy positives. But ETH looks weaker, suggesting risk appetite hasn’t fully returned. In terms of execution, it’s better to avoid chasing higher prices and to focus on ETF flows, expected U.S. dollar interest rates, and whether oil prices are heating up again.
Market Snapshot: BTC is around 62,731 USDT, up 0.15% over 24h, trading in a range of 62,437–63,462; ETH is around 1,764 USDT, up 0.02% over 24h, trading in a range of 1,749–1,808. The two major assets are seeing tighter volatility today. BTC remains relatively stronger than ETH. The market looks more like it’s waiting for fresh macro or regulatory catalysts rather than chasing a one-way move.
1) Crypto Regulation: The U.S. digital asset legislation is still the main storyline. Reuters reported that a U.S. Senate committee will consider a crypto regulatory framework that’s still pending details, with focus on token classification, the SEC/CFTC division of responsibilities, and arrangements related to stablecoins. If such bills move forward, it would be a medium-term positive for compliant exchanges, custody, ETFs, and institutional allocations. If the process stalls again, the market may continue to price in risk premia.
2) Liquidity: Citi this week trimmed its 12-month targets for BTC and ETH, citing ETF fund flows turning negative, investors’ risk appetite declining, and slower U.S. legislative progress. This is a reminder that spot prices in the short term depend not only on narratives, but also on real fund flows. When net ETF inflows don’t return, rebounds can easily face selling pressure.
3) UK Stablecoin Rules Turn More Pragmatic: Reuters noted that in the final crypto rules, the UK FCA reduced capital requirements for stablecoin issuers from the originally planned 2% to 1%, and pushed the rule effective date to October 2027. This suggests major financial centers are still trying to find a balance between risk control and competitiveness. It’s a positive signal for stablecoin payments and compliant issuers.
4) Macro Interest Rates: U.S. June nonfarm payrolls added only 57,000, below market expectations. Reuters said traders therefore lowered the probability of a rate hike in July. For crypto markets, easing rate pressure is supportive for risk-asset valuations. However, if slowing employment is interpreted as economic cooling, capital may initially shift toward defense.
5) Energy and Geopolitical Risks: Tensions in Middle East shipping have eased somewhat. Reuters reported that Iran–U.S. talks are still ongoing, with some restoration of shipping through the Strait of Hormuz. Other reports also said sea trade between Iran and Qatar has resumed. Oil prices were roughly flat last week, with Brent around $72. Still, negotiations remain fragile. If energy prices rise again, they could once more raise inflation and interest-rate pressure.
6) AI and Semiconductors: South Korea plans to put chip-cycle-related earnings into a “future fund.” This week, Reuters also reported that SK Hynix will expand its memory investment. AI capital “siphoning” is still in effect: on one hand, it supports tech stock sentiment; on the other, it may divert high-risk capital that would otherwise flow into crypto.
My view: In the short term, BTC/ETH is still tugged between “regulatory catalysts vs. weak ETF fund flows.” If BTC can hold the 62,000–62,500 zone, the market still has a chance to wait for policy positives. But ETH looks weaker, suggesting risk appetite hasn’t fully returned. In terms of execution, it’s better to avoid chasing higher prices and to focus on ETF flows, expected U.S. dollar interest rates, and whether oil prices are heating up again.
Verified
🔍 Alpha Early Bird Radar | 07/05 11:30
🎓 Graduating Candidates (High Score + High Volume + Not Yet Listed):
• BEAT 📈 +1.2% | MCap 859.0M | Volume 10.2M | 151772 holders
• BAS 🚀 +15.2% | MCap 111.0M | Volume 18.4M | 169375 holders
• quq 📈 +0.0% | MCap 3.0M | Volume 433.2M | 50984 holders
⚠️ For reference only, not investment advice. DYOR
#BinanceAlpha #早鳥偵測 #cryptocurrency
🎓 Graduating Candidates (High Score + High Volume + Not Yet Listed):
• BEAT 📈 +1.2% | MCap 859.0M | Volume 10.2M | 151772 holders
• BAS 🚀 +15.2% | MCap 111.0M | Volume 18.4M | 169375 holders
• quq 📈 +0.0% | MCap 3.0M | Volume 433.2M | 50984 holders
⚠️ For reference only, not investment advice. DYOR
#BinanceAlpha #早鳥偵測 #cryptocurrency
Binance Square Daily News｜7/3 International Focus: MiCA deadline follow-ups, SEC crypto regulatory draft
Market Snapshot:
BTC 61,984 USD (+0.69%), 24h range 61,109–62,200; ETH 1,736 USD (+4.39%), range 1,661–1,749. Trading volume remains active.
Key International Developments:
• MiCA regulatory deadline: July 1 has passed the final deadline for EU crypto service providers to obtain MiCA licenses. Reuters reports that Binance’s application submitted to Greece may be rejected; Binance, however, responded that the Greek HCMC review has already deemed it compliant. Future developments may affect European user services and the liquidity of the BNB ecosystem.
• SEC strategic planning: The U.S. SEC released a draft strategic plan for 2026–2030, listing digital asset regulation as a priority. The public comment period ends on July 2, and it is expected to bring clearer market-structure rules.
• Macroeconomic policy: The Fed keeps rates unchanged. Inflation is at a three-year high. Markets expect no action at the July end meeting, but the probability of further rate hikes rises. Oil prices fall amid signs of easing geopolitical tensions, but risk appetite remains under pressure.
My Take: With regulation rolling out and the tug-of-war with Fed policy, the market enters a short-term wait-and-see phase. Trading should be relatively conservative—prioritize monitoring MiCA’s final ruling and any signals before the July FOMC meeting. ETH’s relative strength is worth watching, but the BTC-led trend still needs confirmation.
Market Snapshot:
BTC 61,984 USD (+0.69%), 24h range 61,109–62,200; ETH 1,736 USD (+4.39%), range 1,661–1,749. Trading volume remains active.
Key International Developments:
• MiCA regulatory deadline: July 1 has passed the final deadline for EU crypto service providers to obtain MiCA licenses. Reuters reports that Binance’s application submitted to Greece may be rejected; Binance, however, responded that the Greek HCMC review has already deemed it compliant. Future developments may affect European user services and the liquidity of the BNB ecosystem.
• SEC strategic planning: The U.S. SEC released a draft strategic plan for 2026–2030, listing digital asset regulation as a priority. The public comment period ends on July 2, and it is expected to bring clearer market-structure rules.
• Macroeconomic policy: The Fed keeps rates unchanged. Inflation is at a three-year high. Markets expect no action at the July end meeting, but the probability of further rate hikes rises. Oil prices fall amid signs of easing geopolitical tensions, but risk appetite remains under pressure.
My Take: With regulation rolling out and the tug-of-war with Fed policy, the market enters a short-term wait-and-see phase. Trading should be relatively conservative—prioritize monitoring MiCA’s final ruling and any signals before the July FOMC meeting. ETH’s relative strength is worth watching, but the BTC-led trend still needs confirmation.
Binance Square US Stock Daily｜7/3 U.S. Market Focus: Employment Data Weakens, Fed Rate-Hike Expectations Cool Off, But Warsh Stays Firm Against Inflation
Market Snapshot: BTC is trading at $61,444 (24h +1.15%), while ETH is at $1,703 (24h +4.39%). In the U.S. stock market, the Dow Jones touched an intraday high and closed higher; the S&P 500 traded with volatility; and the Nasdaq fell, dragged down by chip stocks.
Key News:
- June’s nonfarm payroll growth slowed significantly, with the labor force participation rate dropping to a five-year low. Markets expect the probability of Fed rate hikes this year to decline, and softer data eased some inflation concerns.
- Fed’s newly appointed chair, Warsh, emphasized that he is unwilling to tolerate inflation above 2%. Even as employment weakens, he maintained a hawkish stance. The dot plot and remarks indicate that the high-rate environment will last longer.
- Profit-taking emerged in the first week of July: the Dow index hit record highs, but rotation moved technology stocks toward traditional sectors. The mixed performance of AI chip stocks reflects cautious valuations.
- Geopolitical risks in the Middle East and energy costs continue to lift inflation expectations. Supply-chain pressures may affect the outlook for technology capital expenditures in the second half of the year.
My Take: In the near term, risk appetite in U.S. stocks is being pulled between the employment data and Fed policy. It’s advisable to stay relatively conservative in positioning and to prioritize watching Warsh’s next signals and PCE data. If momentum in AI spending persists and employment achieves a soft landing, risk sentiment toward technology stocks and the crypto market still has room to be supported.
Market Snapshot: BTC is trading at $61,444 (24h +1.15%), while ETH is at $1,703 (24h +4.39%). In the U.S. stock market, the Dow Jones touched an intraday high and closed higher; the S&P 500 traded with volatility; and the Nasdaq fell, dragged down by chip stocks.
Key News:
- June’s nonfarm payroll growth slowed significantly, with the labor force participation rate dropping to a five-year low. Markets expect the probability of Fed rate hikes this year to decline, and softer data eased some inflation concerns.
- Fed’s newly appointed chair, Warsh, emphasized that he is unwilling to tolerate inflation above 2%. Even as employment weakens, he maintained a hawkish stance. The dot plot and remarks indicate that the high-rate environment will last longer.
- Profit-taking emerged in the first week of July: the Dow index hit record highs, but rotation moved technology stocks toward traditional sectors. The mixed performance of AI chip stocks reflects cautious valuations.
- Geopolitical risks in the Middle East and energy costs continue to lift inflation expectations. Supply-chain pressures may affect the outlook for technology capital expenditures in the second half of the year.
My Take: In the near term, risk appetite in U.S. stocks is being pulled between the employment data and Fed policy. It’s advisable to stay relatively conservative in positioning and to prioritize watching Warsh’s next signals and PCE data. If momentum in AI spending persists and employment achieves a soft landing, risk sentiment toward technology stocks and the crypto market still has room to be supported.
🔍 Alpha Early Bird Radar | 07/03 11:30
🆕 Newly listed Alpha (within 48h):
• DATAIP | Price 0.3062 | Volume 6.3M | BSC | 176 holders
🎓 Graduating candidates (high score + high volume + not yet listed):
• BEAT 🚀 +22.0% | MCap 977.2M | Volume 14.5M | 151772 holders
• AERO 📈 +6.3% | MCap 490.9M | Volume 14.7M | 747746 holders
📊 Score surging (vs 24h ago):
• BABYSHARK Score 1 → 61 (+6000%)
• PLAY Score 1 → 60 (+5900%)
• A·R·M·o·n Score 1 → 51 (+5000%)
📈 Trading volume spikes (vs 24h ago):
• Cry·cry·ma +10.2% | Volume 4.2M (10.0x)
• B·I·R·B +29.1% | Volume 11.1M (7.5x)
• W·M·T·X -9.9% | Volume 12.1M (6.4x)
⚠️ For reference only, not investment advice. DYOR
#BinanceAlpha #早鳥偵測 #cryptocurrency
🆕 Newly listed Alpha (within 48h):
• DATAIP | Price 0.3062 | Volume 6.3M | BSC | 176 holders
🎓 Graduating candidates (high score + high volume + not yet listed):
• BEAT 🚀 +22.0% | MCap 977.2M | Volume 14.5M | 151772 holders
• AERO 📈 +6.3% | MCap 490.9M | Volume 14.7M | 747746 holders
📊 Score surging (vs 24h ago):
• BABYSHARK Score 1 → 61 (+6000%)
• PLAY Score 1 → 60 (+5900%)
• A·R·M·o·n Score 1 → 51 (+5000%)
📈 Trading volume spikes (vs 24h ago):
• Cry·cry·ma +10.2% | Volume 4.2M (10.0x)
• B·I·R·B +29.1% | Volume 11.1M (7.5x)
• W·M·T·X -9.9% | Volume 12.1M (6.4x)
⚠️ For reference only, not investment advice. DYOR
#BinanceAlpha #早鳥偵測 #cryptocurrency
Binance Square Daily News｜7/2 International Focus: US-Iran talks ease, oil prices fall, MiCA takes effect—Binance suspends EU services
Today’s market snapshot:
BTC 61554.01 USD (+5.085%), 24h high 61614 / low 58570, trading volume about 1.564 billion USDT.
ETH 1663.43 USD (+5.884%), 24h high 1669.72 / low 1570, trading volume about 591 million USDT.
The two major assets surged in tandem, with risk appetite clearly recovering.
Key international developments:
- Geopolitics: US-Iran talks in Doha concluded. Oil prices fell for three consecutive days. Brent dropped to 70.51 USD, while WTI fell to 67.52 USD. Easing geopolitical tensions are favorable for risk assets.
- Regulatory updates: The EU’s MiCA officially took effect on July 1. Binance stopped providing services in the EU due to not having received a license. In addition, reports say crypto companies have invested 189 million USD that may affect the 2026 US midterm elections.
- Institutional views: A report from a bank predicts BTC and ETH performance over the next 12 months, noting ETF fund outflows and slow US legislative progress. However, today’s price rebound despite the backdrop suggests market resilience.
- Macroeconomic policy: The Fed is expected to keep interest rates unchanged throughout the year. Persistent inflation pressure weakens expectations for rate cuts.
My take: In the short term, the easing of geopolitics and the price rebound are supportive, but MiCA implementation and ETF outflows remain sources of pressure. In terms of strategy, it’s advisable to stay cautious and prioritize monitoring BTC 60000 and ETH 1600 support performance.
Today’s market snapshot:
BTC 61554.01 USD (+5.085%), 24h high 61614 / low 58570, trading volume about 1.564 billion USDT.
ETH 1663.43 USD (+5.884%), 24h high 1669.72 / low 1570, trading volume about 591 million USDT.
The two major assets surged in tandem, with risk appetite clearly recovering.
Key international developments:
- Geopolitics: US-Iran talks in Doha concluded. Oil prices fell for three consecutive days. Brent dropped to 70.51 USD, while WTI fell to 67.52 USD. Easing geopolitical tensions are favorable for risk assets.
- Regulatory updates: The EU’s MiCA officially took effect on July 1. Binance stopped providing services in the EU due to not having received a license. In addition, reports say crypto companies have invested 189 million USD that may affect the 2026 US midterm elections.
- Institutional views: A report from a bank predicts BTC and ETH performance over the next 12 months, noting ETF fund outflows and slow US legislative progress. However, today’s price rebound despite the backdrop suggests market resilience.
- Macroeconomic policy: The Fed is expected to keep interest rates unchanged throughout the year. Persistent inflation pressure weakens expectations for rate cuts.
My take: In the short term, the easing of geopolitics and the price rebound are supportive, but MiCA implementation and ETF outflows remain sources of pressure. In terms of strategy, it’s advisable to stay cautious and prioritize monitoring BTC 60000 and ETH 1600 support performance.
Binance Square US Stock Daily｜7/2 US Market Focus: Hawkish Fed signals intensify, tech stocks see profit-taking as Nasdaq falls
Market Snapshot: BTC is at $60,750 (24h +2.41%), ETH at $1,632 (24h +2.03%). In US stocks, the S&P 500 closed near 7,483 (-0.22%). The Dow Jones touched a new intraday high around 52,305 before pulling back. The Nasdaq fell 0.66% as semiconductor stocks dragged it down amid profit-taking.
Key News:
- The newly appointed Fed Chair Warsh made his first public remarks at the ECB Sintra Forum, reaffirming a hawkish stance. He emphasized that inflation risks remain high, with market expectations for rate cuts within the year decreasing, suggesting the federal funds rate may stay at elevated levels for longer.
- May CPI rose 4.2% year over year, the highest in three years. Energy and shelter prices were the main contributors. Fed officials reiterated that the high-rate environment will likely persist longer, and next week’s PCE and employment data will be key points to watch.
- After a strong Q2 finish, profit-taking appeared on the first day of July. The Dow briefly refreshed its intraday high but finished slightly lower. Funds rotated from AI tech stocks into traditional blue chips, reflecting investors’ caution toward overvalued sectors.
- Heightened geopolitical tensions in the Middle East pushed oil prices higher, lifting inflation expectations. Supply-chain pressures and energy-cost risks may further affect tech stocks’ capital expenditure plans and earnings outlook.
My Take: In the near term, US stock risk appetite is being pulled between Fed policy and inflation data. Trading should be relatively conservative, prioritizing follow-up signals after Warsh’s remarks and next week’s macro data. If AI spending momentum continues and geopolitical risks remain manageable, risk sentiment toward tech stocks and the crypto market still has room to be supported.
Market Snapshot: BTC is at $60,750 (24h +2.41%), ETH at $1,632 (24h +2.03%). In US stocks, the S&P 500 closed near 7,483 (-0.22%). The Dow Jones touched a new intraday high around 52,305 before pulling back. The Nasdaq fell 0.66% as semiconductor stocks dragged it down amid profit-taking.
Key News:
- The newly appointed Fed Chair Warsh made his first public remarks at the ECB Sintra Forum, reaffirming a hawkish stance. He emphasized that inflation risks remain high, with market expectations for rate cuts within the year decreasing, suggesting the federal funds rate may stay at elevated levels for longer.
- May CPI rose 4.2% year over year, the highest in three years. Energy and shelter prices were the main contributors. Fed officials reiterated that the high-rate environment will likely persist longer, and next week’s PCE and employment data will be key points to watch.
- After a strong Q2 finish, profit-taking appeared on the first day of July. The Dow briefly refreshed its intraday high but finished slightly lower. Funds rotated from AI tech stocks into traditional blue chips, reflecting investors’ caution toward overvalued sectors.
- Heightened geopolitical tensions in the Middle East pushed oil prices higher, lifting inflation expectations. Supply-chain pressures and energy-cost risks may further affect tech stocks’ capital expenditure plans and earnings outlook.
My Take: In the near term, US stock risk appetite is being pulled between Fed policy and inflation data. Trading should be relatively conservative, prioritizing follow-up signals after Warsh’s remarks and next week’s macro data. If AI spending momentum continues and geopolitical risks remain manageable, risk sentiment toward tech stocks and the crypto market still has room to be supported.
🔍 Alpha Early Bird Radar | 07/02 11:30
🎓 Graduation Candidates (High Score + High Volume + Not Listed Yet):
• BASED 🚀 +30.1% | MCap 31.6M | Volume 45.1M | 35801 holders
• UB 🚀 +12.4% | MCap 348.1M | Volume 14.5M | 68077 holders
• quq 📈 +0.0% | MCap 3.1M | Volume 467.2M | 51000 holders
📊 Score Surges (vs 24h ago):
• SLX Score 1 → 111 (+11000%)
• 我踏马来了 Score 1 → 61 (+6000%)
• M·E·R·L Score 1 → 61 (+6000%)
📈 Trading Volume Spikes (vs 24h ago):
• S·M·C·I·o·n -4.4% | Volume 1.5M (12.4x)
• T·A +8.7% | Volume 3.3M (11.6x)
• T·S·M·o·n -4.5% | Volume 1.6M (10.0x)
⚠️ For reference only, not investment advice. DYOR
#BinanceAlpha #早鳥偵測 #加密貨幣
🎓 Graduation Candidates (High Score + High Volume + Not Listed Yet):
• BASED 🚀 +30.1% | MCap 31.6M | Volume 45.1M | 35801 holders
• UB 🚀 +12.4% | MCap 348.1M | Volume 14.5M | 68077 holders
• quq 📈 +0.0% | MCap 3.1M | Volume 467.2M | 51000 holders
📊 Score Surges (vs 24h ago):
• SLX Score 1 → 111 (+11000%)
• 我踏马来了 Score 1 → 61 (+6000%)
• M·E·R·L Score 1 → 61 (+6000%)
📈 Trading Volume Spikes (vs 24h ago):
• S·M·C·I·o·n -4.4% | Volume 1.5M (12.4x)
• T·A +8.7% | Volume 3.3M (11.6x)
• T·S·M·o·n -4.5% | Volume 1.6M (10.0x)
⚠️ For reference only, not investment advice. DYOR
#BinanceAlpha #早鳥偵測 #加密貨幣
The heaviest fraud can carry a 10-year sentence and a fine of 200 million.
The “Virtual Asset Services Act” elevates fraudulent misrepresentation and market manipulation to the same level of penalties as those under the Securities and Exchange Act, among others. Platforms and stablecoin issuers now both require permission from the Financial Supervisory Commission.
In the future, buying crypto in Taiwan may mean you’re less likely to be abandoned by the operators on a whim,
but the existing eight businesses must all reapply.
These eight may still be able to operate for now, but once the “Virtual Asset Services Act” takes effect, the system will shift from a “registration-based” model to a “licensing-based” one:
• Requirements for paid-in capital, internal controls, cybersecurity, segregation of customer assets, and more will be significantly raised.
• Stablecoin-related businesses will also face stricter regulation.
• The transition period is up to about 21 months; if a license is not obtained by the deadline, they cannot continue operating.
The license era is officially here.
The “Virtual Asset Services Act” elevates fraudulent misrepresentation and market manipulation to the same level of penalties as those under the Securities and Exchange Act, among others. Platforms and stablecoin issuers now both require permission from the Financial Supervisory Commission.
In the future, buying crypto in Taiwan may mean you’re less likely to be abandoned by the operators on a whim,
but the existing eight businesses must all reapply.
These eight may still be able to operate for now, but once the “Virtual Asset Services Act” takes effect, the system will shift from a “registration-based” model to a “licensing-based” one:
• Requirements for paid-in capital, internal controls, cybersecurity, segregation of customer assets, and more will be significantly raised.
• Stablecoin-related businesses will also face stricter regulation.
• The transition period is up to about 21 months; if a license is not obtained by the deadline, they cannot continue operating.
The license era is officially here.
Binance Square Daily News｜7/1 International Focus: New Developments in Crypto Regulation by the U.S. SEC; Market Sees a Mild Rebound
Today, BTC was at $58,591 (+0.15%), while ETH was at $1,571 (+0.95%); 24h trading volumes were approximately $1.24 billion and $360 million, respectively. After recent volatility, the market rebounded slightly, but remains down on both the month-to-date and year-to-date.
The chair of the U.S. SEC announced a new regulatory agenda for 2026–2030, launching the “Project Crypto” initiative. It plans to propose reforms regarding digital-asset issuance, broker rules, and exchange-traded products, with the goal of supporting innovation and capital formation. Some ongoing investigations involving crypto firms have reportedly been concluded, indicating a clearer policy direction.
The U.S. Senate’s crypto legislation continues to move forward, but faces procedural hurdles and partisan obstacles. Interest in crypto-related earnings by the Trump family also remains ongoing.
Geopolitical tensions are pushing oil prices higher, lifting inflation expectations. The Bank of Canada and others are expected to keep interest rates unchanged. The market is watching how energy shocks may affect risk assets.
My view: Clarifying the regulatory framework is beneficial for long-term development, but short-term geopolitical and macro uncertainties remain high. Trading should be relatively cautious—prioritize observing BTC support levels and the progress of policy implementation.
Today, BTC was at $58,591 (+0.15%), while ETH was at $1,571 (+0.95%); 24h trading volumes were approximately $1.24 billion and $360 million, respectively. After recent volatility, the market rebounded slightly, but remains down on both the month-to-date and year-to-date.
The chair of the U.S. SEC announced a new regulatory agenda for 2026–2030, launching the “Project Crypto” initiative. It plans to propose reforms regarding digital-asset issuance, broker rules, and exchange-traded products, with the goal of supporting innovation and capital formation. Some ongoing investigations involving crypto firms have reportedly been concluded, indicating a clearer policy direction.
The U.S. Senate’s crypto legislation continues to move forward, but faces procedural hurdles and partisan obstacles. Interest in crypto-related earnings by the Trump family also remains ongoing.
Geopolitical tensions are pushing oil prices higher, lifting inflation expectations. The Bank of Canada and others are expected to keep interest rates unchanged. The market is watching how energy shocks may affect risk assets.
My view: Clarifying the regulatory framework is beneficial for long-term development, but short-term geopolitical and macro uncertainties remain high. Trading should be relatively cautious—prioritize observing BTC support levels and the progress of policy implementation.
Binance Square US Stock Daily｜7/1 U.S. Market Focus: Tech Stocks Lead Higher; Nasdaq Surges on AI and Fed Policy
Market Snapshot: BTC is at $59,317 (24h -0.34%), ETH at $1,599 (24h +0.64%). In U.S. stocks, the S&P 500 is around 7,473, the Dow Jones about 52,109. Nasdaq rose 1.52%, driven by AI and tech stocks, as the Q2 index performance closed strongly.
Key News:
- Nasdaq leads U.S. stocks higher. AI-related chipmakers such as Nvidia, AMD, and Intel stood out. The market is focused on the sustainability of AI capital expenditures and the profit outlook for the second half of the year.
- The newly appointed Fed chair, Warsh, will deliver a speech at the ECB Sintra Forum. Investors are looking for the latest signals on rate policy and inflation risks. The June meeting kept the interest rate unchanged at 3.75%.
- May CPI rose 4.2% year over year—the fastest pace in three years. Core inflation also continued to heat up. Fed officials reiterated that the high-rate environment will likely persist longer, with PCE and employment data expected to be key in next week’s highlights.
- As Q2 ended, the three major U.S. indices delivered standout performance: the S&P 500 jumped more than 14%, and Nasdaq gained nearly 20%. AI infrastructure stocks contributed to the bulk of the upside momentum.
My Take: In the short term, risk appetite in U.S. stocks is supported by AI tech stocks, but it’s also pulled between inflation concerns and Fed policy. Trading should be relatively cautious, with priority given to Warsh’s remarks and next week’s data. If AI spending momentum continues, risk sentiment in both tech stocks and the crypto market could remain resilient.
Market Snapshot: BTC is at $59,317 (24h -0.34%), ETH at $1,599 (24h +0.64%). In U.S. stocks, the S&P 500 is around 7,473, the Dow Jones about 52,109. Nasdaq rose 1.52%, driven by AI and tech stocks, as the Q2 index performance closed strongly.
Key News:
- Nasdaq leads U.S. stocks higher. AI-related chipmakers such as Nvidia, AMD, and Intel stood out. The market is focused on the sustainability of AI capital expenditures and the profit outlook for the second half of the year.
- The newly appointed Fed chair, Warsh, will deliver a speech at the ECB Sintra Forum. Investors are looking for the latest signals on rate policy and inflation risks. The June meeting kept the interest rate unchanged at 3.75%.
- May CPI rose 4.2% year over year—the fastest pace in three years. Core inflation also continued to heat up. Fed officials reiterated that the high-rate environment will likely persist longer, with PCE and employment data expected to be key in next week’s highlights.
- As Q2 ended, the three major U.S. indices delivered standout performance: the S&P 500 jumped more than 14%, and Nasdaq gained nearly 20%. AI infrastructure stocks contributed to the bulk of the upside momentum.
My Take: In the short term, risk appetite in U.S. stocks is supported by AI tech stocks, but it’s also pulled between inflation concerns and Fed policy. Trading should be relatively cautious, with priority given to Warsh’s remarks and next week’s data. If AI spending momentum continues, risk sentiment in both tech stocks and the crypto market could remain resilient.
🔍 Alpha Early Bird Radar | 07/01 11:30
🎓 Graduating Candidates (High Score + High Volume + Not Yet Listed):
• BASED 🚀 +28.9% | MCap 24.4M | Volume 20.3M | 35,685 holders
• BEAT 📈 +7.5% | MCap 918.9M | Volume 10.1M | 147,601 holders
• CLO 🚀 +12.9% | MCap 19.2M | Volume 10.6M | 38,061 holders
📊 Score Soaring (vs 24h ago):
• H Score 1 → 110 (+10,900%)
• SLX Score 1 → 101 (+10,000%)
• N·B Score 1 → 61 (+6,000%)
📈 Trading Volume Spiking (vs 24h ago):
• Ha·Ji·Mi -1.6% | Volume 4.9M (17.9x)
• F·O·R·E·S·T -4.7% | Volume 765K (5.7x)
• C·Y·S +12.6% | Volume 3.9M (5.4x)
⚠️ For reference only, not investment advice. DYOR
#BinanceAlpha #早鳥偵測 #加密貨幣
🎓 Graduating Candidates (High Score + High Volume + Not Yet Listed):
• BASED 🚀 +28.9% | MCap 24.4M | Volume 20.3M | 35,685 holders
• BEAT 📈 +7.5% | MCap 918.9M | Volume 10.1M | 147,601 holders
• CLO 🚀 +12.9% | MCap 19.2M | Volume 10.6M | 38,061 holders
📊 Score Soaring (vs 24h ago):
• H Score 1 → 110 (+10,900%)
• SLX Score 1 → 101 (+10,000%)
• N·B Score 1 → 61 (+6,000%)
📈 Trading Volume Spiking (vs 24h ago):
• Ha·Ji·Mi -1.6% | Volume 4.9M (17.9x)
• F·O·R·E·S·T -4.7% | Volume 765K (5.7x)
• C·Y·S +12.6% | Volume 3.9M (5.4x)
⚠️ For reference only, not investment advice. DYOR
#BinanceAlpha #早鳥偵測 #加密貨幣
Verified
Binance Square Daily News｜6/30 International Focus: UK Eases Stablecoin Capital Requirements, Europe Inflation Cools
Today’s Crypto Market: BTC at $58,417 (-2.60%), ETH at $1,553 (-1.58%), with 24-hour trading volume staying elevated.
Key International Developments:
The UK released its final crypto rules handbook today. Stablecoin capital requirements have been significantly loosened compared with the previous version, which will benefit the development of Europe’s crypto infrastructure.
Inflation data from multiple European countries in June has eased. France’s CPI has fallen into the ECB’s target range, while Italy’s year-over-year rate has dropped to 3.1%, alleviating pressure on the ECB’s policy.
Uncertainty remains around the prospects for U.S.-Iran diplomatic negotiations. Oil prices are facing the largest quarterly decline since 2020, and geopolitical risk appetite has turned more conservative.
AI spending and expectations for corporate profits are set to drive the second-half trajectory of the U.S. stock market, while the Fed’s policy path remains the focus of the market.
My take: In the short term, the market is being tugged by geopolitical factors and end-of-quarter dynamics, leading to increased volatility in risk assets. In terms of execution, it’s advisable to stay conservative and prioritize monitoring developments in the U.S.-Iran talks as well as subsequent inflation data in Europe and the U.S.
Today’s Crypto Market: BTC at $58,417 (-2.60%), ETH at $1,553 (-1.58%), with 24-hour trading volume staying elevated.
Key International Developments:
The UK released its final crypto rules handbook today. Stablecoin capital requirements have been significantly loosened compared with the previous version, which will benefit the development of Europe’s crypto infrastructure.
Inflation data from multiple European countries in June has eased. France’s CPI has fallen into the ECB’s target range, while Italy’s year-over-year rate has dropped to 3.1%, alleviating pressure on the ECB’s policy.
Uncertainty remains around the prospects for U.S.-Iran diplomatic negotiations. Oil prices are facing the largest quarterly decline since 2020, and geopolitical risk appetite has turned more conservative.
AI spending and expectations for corporate profits are set to drive the second-half trajectory of the U.S. stock market, while the Fed’s policy path remains the focus of the market.
My take: In the short term, the market is being tugged by geopolitical factors and end-of-quarter dynamics, leading to increased volatility in risk assets. In terms of execution, it’s advisable to stay conservative and prioritize monitoring developments in the U.S.-Iran talks as well as subsequent inflation data in Europe and the U.S.
Verified
Binance Square US Stock Daily｜6/30 US Market Focus: The Fed holds steady, and AI memory demand supports tech stocks
Market Snapshot: BTC at $59,490 (24h -0.52%), ETH at $1,588.5 (24h +0.91%). In US stocks, the S&P 500 is oscillating near 7,400, the Dow Jones is around 51,900, and the Nasdaq is relatively holding up, supported by AI earnings reports and memory demand.
Key News:
- The Fed’s June meeting kept the federal funds rate unchanged at 3.5%-3.75%. Newly appointed Chair Warsh made his first appearance emphasizing that inflation risks remain. The dot plot indicates a lower probability of rate cuts this year, and market expectations continue to adjust.
- May CPI rose 4.2% year over year, reaching a three-year high. Core CPI also warmed up. Energy and shelter prices were the main drivers, and Fed officials reiterated that the high-rate environment will likely persist for longer.
- Micron’s latest earnings beat expectations. Strong shipments of AI high-bandwidth memory (HBM) drove profit growth. After-hours share-price reaction was positive, lifting the performance of the semiconductor sector.
- Ongoing attention remains on US-China chip trade dynamics. Tariff-delayed measures provide a short-term buffer, but supply-chain risks continue to affect tech-stock valuations and long-term outlook.
My View: In the short term, US stock risk appetite is being tugged between AI-related capital expenditure and inflation data. Trading should be relatively conservative, with a priority on watching next week’s PCE and employment data. If AI-related earnings continue to beat expectations, risk sentiment in tech stocks and the crypto market could remain resilient.
Market Snapshot: BTC at $59,490 (24h -0.52%), ETH at $1,588.5 (24h +0.91%). In US stocks, the S&P 500 is oscillating near 7,400, the Dow Jones is around 51,900, and the Nasdaq is relatively holding up, supported by AI earnings reports and memory demand.
Key News:
- The Fed’s June meeting kept the federal funds rate unchanged at 3.5%-3.75%. Newly appointed Chair Warsh made his first appearance emphasizing that inflation risks remain. The dot plot indicates a lower probability of rate cuts this year, and market expectations continue to adjust.
- May CPI rose 4.2% year over year, reaching a three-year high. Core CPI also warmed up. Energy and shelter prices were the main drivers, and Fed officials reiterated that the high-rate environment will likely persist for longer.
- Micron’s latest earnings beat expectations. Strong shipments of AI high-bandwidth memory (HBM) drove profit growth. After-hours share-price reaction was positive, lifting the performance of the semiconductor sector.
- Ongoing attention remains on US-China chip trade dynamics. Tariff-delayed measures provide a short-term buffer, but supply-chain risks continue to affect tech-stock valuations and long-term outlook.
My View: In the short term, US stock risk appetite is being tugged between AI-related capital expenditure and inflation data. Trading should be relatively conservative, with a priority on watching next week’s PCE and employment data. If AI-related earnings continue to beat expectations, risk sentiment in tech stocks and the crypto market could remain resilient.
🔍 Alpha Early Bird Radar | 06/30 11:30
🎓 Graduation Candidates (High Score + High Volume + Not Listed Yet):
• ARX 🚀 +10.2% | MCap 58.0M | Volume 14.8M | 41698 holders
• UB 🚀 +17.4% | MCap 393.7M | Volume 25.1M | 68009 holders
• BEAT 📈 +3.5% | MCap 796.1M | Volume 12.9M | 143803 holders
📊 Score Surge (vs 24h ago):
• SLX Score 1 → 101 (+10000%)
• SUP Score 1 → 61 (+6000%)
• H·U·M·A Score 1 → 61 (+6000%)
📈 Trading Volume Spikes (vs 24h ago):
• M·U·o·n +0.3% | Volume 11.3M (106.4x)
• T·A·C +167.6% | Volume 24.5M (64.0x)
• W·A·I -8.8% | Volume 2.4M (11.2x)
⚠️ For reference only, not investment advice. DYOR
#BinanceAlpha #早鳥偵測 #加密貨幣
🎓 Graduation Candidates (High Score + High Volume + Not Listed Yet):
• ARX 🚀 +10.2% | MCap 58.0M | Volume 14.8M | 41698 holders
• UB 🚀 +17.4% | MCap 393.7M | Volume 25.1M | 68009 holders
• BEAT 📈 +3.5% | MCap 796.1M | Volume 12.9M | 143803 holders
📊 Score Surge (vs 24h ago):
• SLX Score 1 → 101 (+10000%)
• SUP Score 1 → 61 (+6000%)
• H·U·M·A Score 1 → 61 (+6000%)
📈 Trading Volume Spikes (vs 24h ago):
• M·U·o·n +0.3% | Volume 11.3M (106.4x)
• T·A·C +167.6% | Volume 24.5M (64.0x)
• W·A·I -8.8% | Volume 2.4M (11.2x)
⚠️ For reference only, not investment advice. DYOR
#BinanceAlpha #早鳥偵測 #加密貨幣
Binance Square Daily News｜6/29 International Focus: Tensions Between the U.S. and Iran Escalate, Pressuring Risk Assets
Today’s Market Snapshot:
BTC 59,987 USD (-0.50%), ETH 1,578 USD (-0.36%). 24h trading volume: BTC about 910M USD, ETH about 312M USD. Prices are trading in a range near recent lows.
Key International Developments:
1. Renewed U.S.-Iran conflict: Military confrontation between the U.S. and Iran escalated over the weekend, oil prices rose, and risk appetite weakened. Both sides agreed to hold talks in Doha on Tuesday, and the market is watching for how geopolitical risk may transmit to crypto.
2. SEC policy on tokenized stocks: The regulator is preparing to allow crypto platforms to trade tokenized U.S. stocks, which could reshape market structure and be beneficial for blockchain settlement infrastructure.
3. Institutional activity: Strategy and SharpLink continue accumulating ETH, indicating institutions remain confident in long-term Ethereum allocation.
4. Regulatory technology: Switzerland’s FINMA has introduced AI tools to strengthen market supervision, reflecting a global trend toward digital regulation.
My View: The market is entering a tug-of-war phase driven by geopolitical and policy uncertainty in the short term. If oil prices keep strengthening and BTC struggles to hold above 60k, risk appetite may continue to be under pressure. In terms of positioning, it’s advisable to stay relatively conservative and prioritize monitoring the Doha talks and any Fed-related remarks.
Today’s Market Snapshot:
BTC 59,987 USD (-0.50%), ETH 1,578 USD (-0.36%). 24h trading volume: BTC about 910M USD, ETH about 312M USD. Prices are trading in a range near recent lows.
Key International Developments:
1. Renewed U.S.-Iran conflict: Military confrontation between the U.S. and Iran escalated over the weekend, oil prices rose, and risk appetite weakened. Both sides agreed to hold talks in Doha on Tuesday, and the market is watching for how geopolitical risk may transmit to crypto.
2. SEC policy on tokenized stocks: The regulator is preparing to allow crypto platforms to trade tokenized U.S. stocks, which could reshape market structure and be beneficial for blockchain settlement infrastructure.
3. Institutional activity: Strategy and SharpLink continue accumulating ETH, indicating institutions remain confident in long-term Ethereum allocation.
4. Regulatory technology: Switzerland’s FINMA has introduced AI tools to strengthen market supervision, reflecting a global trend toward digital regulation.
My View: The market is entering a tug-of-war phase driven by geopolitical and policy uncertainty in the short term. If oil prices keep strengthening and BTC struggles to hold above 60k, risk appetite may continue to be under pressure. In terms of positioning, it’s advisable to stay relatively conservative and prioritize monitoring the Doha talks and any Fed-related remarks.
Binance Square US Stock Daily｜6/29 U.S. Market Focus: The Fed Holds Rates Steady, AI Memory Demand Stays Strong
Market Snapshot: BTC is at $59,783 (24h -0.59%), ETH is at $1,574 (24h -0.03%). For U.S. equities, the S&P 500 is recently hovering around 7,400, the Dow Jones is about 51,900, and the Nasdaq has been relatively steadier, supported by AI-related earnings.
Key News:
- At its June meeting, the Federal Reserve kept the federal funds rate unchanged at 3.5%-3.75%. New Chair Warsh made his debut without changes. The dot plot suggests the probability of keeping rates high this year has risen, further cooling market expectations for rate cuts.
- May CPI rose 4.2% year over year, hitting a three-year high. Core CPI also picked up, driven mainly by increases in energy and shelter prices. Fed officials emphasized that inflation risks remain.
- Micron’s latest earnings significantly beat expectations. Strong shipments of AI high-bandwidth memory (HBM) drove a surge in profits. Shares jumped after hours, and Nasdaq futures reacted positively at the same time.
- U.S.-China chip trade developments remain in focus. Delayed tariff measures provide short-term breathing room, but supply-chain risks continue to affect valuations of tech stocks.
My Take: In the short term, risk appetite in U.S. stocks is being tugged between AI capital expenditures and inflation data. Trading should be relatively cautious, prioritizing next week’s PCE and employment data. If AI-related earnings continue to outperform expectations, sentiment toward tech stocks and the crypto market could remain resilient.
Market Snapshot: BTC is at $59,783 (24h -0.59%), ETH is at $1,574 (24h -0.03%). For U.S. equities, the S&P 500 is recently hovering around 7,400, the Dow Jones is about 51,900, and the Nasdaq has been relatively steadier, supported by AI-related earnings.
Key News:
- At its June meeting, the Federal Reserve kept the federal funds rate unchanged at 3.5%-3.75%. New Chair Warsh made his debut without changes. The dot plot suggests the probability of keeping rates high this year has risen, further cooling market expectations for rate cuts.
- May CPI rose 4.2% year over year, hitting a three-year high. Core CPI also picked up, driven mainly by increases in energy and shelter prices. Fed officials emphasized that inflation risks remain.
- Micron’s latest earnings significantly beat expectations. Strong shipments of AI high-bandwidth memory (HBM) drove a surge in profits. Shares jumped after hours, and Nasdaq futures reacted positively at the same time.
- U.S.-China chip trade developments remain in focus. Delayed tariff measures provide short-term breathing room, but supply-chain risks continue to affect valuations of tech stocks.
My Take: In the short term, risk appetite in U.S. stocks is being tugged between AI capital expenditures and inflation data. Trading should be relatively cautious, prioritizing next week’s PCE and employment data. If AI-related earnings continue to outperform expectations, sentiment toward tech stocks and the crypto market could remain resilient.
🔍 Alpha Early Radar | 06/29 11:30
🎓 Graduation candidates (high score + high volume + not yet listed):
• BASED 📈 +8.1% | MCap 19.5M | Volume 10.6M | 35,648 holders
• BEAT 📈 +3.4% | MCap 770.3M | Volume 14.8M | 143,805 holders
• RAVE 🚀 +47.6% | MCap 100.6M | Volume 21.9M | 32,038 holders
📊 Scores skyrocketing (vs 24h ago):
• SLX Score 1 → 111 (+11000%)
• MSTRon Score 1 → 111 (+11000%)
• B·A·B·Y·S·H·A·R·K Score 1 → 61 (+6000%)
📈 Trading volume surges (vs 24h ago):
• D·N +25.3% | Volume 813K (5.0x)
• S·T·R·I·K·E +14.3% | Volume 498K (4.5x)
• Ha·Ji·Mi +7.2% | Volume 721K (4.1x)
⚠️ For reference only, not investment advice. DYOR
#BinanceAlpha #早鳥偵測 #cryptocurrency
🎓 Graduation candidates (high score + high volume + not yet listed):
• BASED 📈 +8.1% | MCap 19.5M | Volume 10.6M | 35,648 holders
• BEAT 📈 +3.4% | MCap 770.3M | Volume 14.8M | 143,805 holders
• RAVE 🚀 +47.6% | MCap 100.6M | Volume 21.9M | 32,038 holders
📊 Scores skyrocketing (vs 24h ago):
• SLX Score 1 → 111 (+11000%)
• MSTRon Score 1 → 111 (+11000%)
• B·A·B·Y·S·H·A·R·K Score 1 → 61 (+6000%)
📈 Trading volume surges (vs 24h ago):
• D·N +25.3% | Volume 813K (5.0x)
• S·T·R·I·K·E +14.3% | Volume 498K (4.5x)
• Ha·Ji·Mi +7.2% | Volume 721K (4.1x)
⚠️ For reference only, not investment advice. DYOR
#BinanceAlpha #早鳥偵測 #cryptocurrency
Binance Square Daily News｜6/28 International Focus: Ongoing Inflation Pressure, SEC Drives Tokenized Stocks
BTC is reported at $60,266 (-0.27%), while ETH is reported at $1,583 (-0.17%). In the past 24 hours, trading volume for BTC is about $482 million, and for ETH about $232 million.
Key international news:
• Macro inflation: Eurozone May inflation rose to 3.2%. Fueled by US Middle East energy-related factors, expectations for an ECB rate hike in June warmed up, while the Fed maintained a hawkish stance.
• Regulatory developments: The SEC is nearing the rollout of a policy allowing crypto companies to provide blockchain stock trading. The tokenized stock market could see potential volatility, as the CLARITY Act continues to advance.
• Crypto ecosystem: The stablecoin market capitalization keeps hitting new highs. RWA tokenization growth increased 38%, breaking $20 billion. The MiCA authorization deadline on 6/30 is approaching.
• Geopolitics: After tensions between the US and Iran eased, oil prices fell, but inflation pressure is still weighing on risk-asset sentiment.
My take: In the short term, the market is being pulled between inflation data and regulatory expectations. Trading may be more conservative, with priority given to monitoring the latest developments on MiCA and the SEC.
BTC is reported at $60,266 (-0.27%), while ETH is reported at $1,583 (-0.17%). In the past 24 hours, trading volume for BTC is about $482 million, and for ETH about $232 million.
Key international news:
• Macro inflation: Eurozone May inflation rose to 3.2%. Fueled by US Middle East energy-related factors, expectations for an ECB rate hike in June warmed up, while the Fed maintained a hawkish stance.
• Regulatory developments: The SEC is nearing the rollout of a policy allowing crypto companies to provide blockchain stock trading. The tokenized stock market could see potential volatility, as the CLARITY Act continues to advance.
• Crypto ecosystem: The stablecoin market capitalization keeps hitting new highs. RWA tokenization growth increased 38%, breaking $20 billion. The MiCA authorization deadline on 6/30 is approaching.
• Geopolitics: After tensions between the US and Iran eased, oil prices fell, but inflation pressure is still weighing on risk-asset sentiment.
My take: In the short term, the market is being pulled between inflation data and regulatory expectations. Trading may be more conservative, with priority given to monitoring the latest developments on MiCA and the SEC.
AI cycle only 45 months? There’s still a long way to go in history.
From the long-term cycle comparison chart, this AI wave has barely started.
- Post-WWII: 200 months +594%
- 1920s: 97 months +505%
- 1982–2000: 211 months +1391%
- After the GFC: 160 months +497%
AI is currently up +89%. In the shortest 1920s cycle, from today’s position it can still run for another 4 years.
The key point is: every cycle eventually crashes at the end, but we’re still in the early stage right now.
From the long-term cycle comparison chart, this AI wave has barely started.
- Post-WWII: 200 months +594%
- 1920s: 97 months +505%
- 1982–2000: 211 months +1391%
- After the GFC: 160 months +497%
AI is currently up +89%. In the shortest 1920s cycle, from today’s position it can still run for another 4 years.
The key point is: every cycle eventually crashes at the end, but we’re still in the early stage right now.
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