#资产代币化趋势# Looking back at decades of investment history, I have witnessed countless projects rise and fall. The current trend of tokenization in the private equity market evokes deep emotions. From Ventuals' Perptual Futures to Jarsy's 1:1 asset backing, and PreStocks' Solana ecosystem layout, these attempts are trying to break the high barriers of the traditional private placement market. However, challenges such as regulatory uncertainty, resistance from private companies, and complex technology still exist. This reminds me of the internet bubble in the 90s, where new technologies brought bo

#美联储政策变动预期# Looking back, the Fed's policy changes often stir the market nerves. Right now, the expectation of a rate cut in September is growing stronger, which reminds me of the crazy market after the pump-priming in 2020. But history is always remarkably similar yet subtly different. Currently, Bitcoin has entered a cooling period, with indicators dropping from 80 to 60. Although it is still in the bullish range, the momentum is weakening. This reminds me of the previous rounds of bull-bear transitions.
The market is at a delicate balance point. On one hand, corporate earnings are generally

#以太坊市场分析# Looking back at the grandeur of 2021, Ethereum and TSL had similar market capitalizations, both around $500 billion. More than a year has passed, and the situation has changed drastically. TSL's market capitalization has doubled, while Ethereum has experienced a big dump. However, in the long run, Ethereum's potential may be even greater.
In the field of cryptocurrency, Ethereum has always been a leader in "consensus first." It is not only a digital asset but also a programmable infrastructure. As traditional financial institutions gradually accept crypto assets, the advantages of Et

#加密货币交易策略# Looking back at history, I have witnessed the rise and fall of countless crypto assets projects. The news that Trump allows pension funds to invest in crypto assets makes me ponder. This reminds me of the ICO frenzy in 2017, when many people invested their life savings, only to suffer heavy losses. It now seems that investing pension funds in such fluctuating assets is indeed too risky.
Although crypto assets show potential in some aspects, they are still in the early stages and are more speculative than practical. Betting retirement security on them is no different from dancing on

#以太坊ETF和质押# Looking back at the past, I have personally experienced the entire process of Ethereum from its genesis block to today. The current market reminds me of the bull run in 2017. At that time, ETH rose from $10 to $1400, and the on-chain volume surged, but the price increase far exceeded the actual application growth. Now, the situation is exactly the opposite - on-chain activity is at an all-time high, but the price has not followed suit.
This contrast is worth pondering. Positive factors such as institutional entry and clearer regulations have been accumulating, but the market still

#比特币价格分析# Reflecting on this wave of DOGE's rise, I can't help but think of the crazy market of Bitcoin in 2017. Back then, the crypto world was just as lively, with high speculation sentiment. However, the market structure now is quite different. This time, the rise of DOGE is mainly driven by Whales, who bought 200 million USD within 24 hours, indicating a significant increase in institutional fund participation.
From a technical perspective, the support level at $0.22 is quite solid, holding up after multiple retests. Meanwhile, $0.23 has become a strong resistance, with clear selling press

#传统金融与加密货币融合# Looking back at the ups and downs of the crypto market over the years, today's news truly evokes deep feelings. Trump's executive order could rewrite the future of the entire industry. A $900 billion 401(k) pool of funds, even if only a small portion flows in, is enough to stir up tremendous waves.
Who could have imagined that Bitcoin would one day enter the pension accounts of Americans when it first came out? This is not just a matter of the amount of funds, but also a matter of legitimization. The journey from being seen as a speculative bubble to becoming an asset class recog

#以太坊投资趋势# Looking back on the investment journey of Ethereum, I have witnessed its growth from zero to one. Now, with on-chain activities surging and institutional funds flooding in, it reminds me of the scene just before the bull run in 2017. However, the current price of ETH seems unable to fully reflect this wave of excitement, and this contrast is thought-provoking.
Over the years, I have seen too many projects that were short-lived, and I have witnessed how true innovation can change the industry landscape. The continuous development of Ethereum is gratifying, especially as the cumulative

#加密市场整体趋势# Looking back, the rise and fall of the crypto market is like a dramatic play with ups and downs. Now, Bitcoin is once again at a crossroads. The latest report from Glassnode shows that we are in a pullback phase after reaching a historic high. This reminds me of the pullback after the crazy rise at the end of 2017.
Currently, the price of Bitcoin is hovering above the cost basis of short-term holders, within a "moderate but not overheated" range. This structure aligns with typical bull market characteristics, reminding me of similar patterns from previous bull markets. The cost basi

#Binance创新计划# Looking back at the past, I can't help but feel a flood of emotions. The USD1 points program launched by WLFI reminds me of the early days of Binance's innovative plans. At that time, everyone was full of expectations for new things, but there were also doubts and challenges.
It now appears that innovation in the stablecoin sector is still in its infancy. USD1, as a project endorsed by American political families, has undoubtedly attracted a lot of attention. Particularly, the collaboration with large platforms like Huobi HTX has injected a strong dose of confidence into the mark

#加密资产监管# Looking back at the past, I can't help but feel a multitude of emotions. The project's development has experienced many ups and downs, witnessing the rise and fall of countless investors. Now, hearing that venture capital will inject 25 billion dollars into encryption startups in the coming years, I can't help but recall the frenzy of those years.
At that time, regulation was still a distant concept, and projects emerged like bamboo shoots after a rain. Some soared to great heights, while others turned to ashes in an instant. Looking back now, the successful IPO of Circle and Stripe's

#401(k)养老金投资加密货币# Reviewing the major events in the recent crypto assets market, the decision by the Trump administration is undoubtedly a milestone. Allowing 401(k) pensions to invest in crypto assets opens up a huge market of nearly $9 trillion. This reminds me of the situation when Bitcoin futures were approved in 2017, which also paved the way for institutional funds to enter. However, the market was overly optimistic at that time, resulting in the big dump of 2018. This time we need to be more cautious.
Although the policies have been relaxed, it will still take time for specific implemen

#空投和奖励计划# Looking back on the airdrops of projects like Uniswap and 1inch back in the day, I can't help but feel a mix of emotions. Now, Magic Eden has also joined this airdrop spectacle, distributing 10 million ME Tokens. This approach can indeed quickly attract user attention, but in the long run, the project party should focus more on practical application scenarios and ecological construction. While airdrops can generate short-term hype, the real value lies in whether they can retain users and promote ecological development. We should learn from historical experiences and not be blinded by

#稳定币发展# Reflecting on the development of stablecoins, I can't help but remember those tumultuous years. From the initial USDT to today's Circle's USDC, the stablecoin market has experienced ups and downs. Jeremy's assertion that stablecoins are about to迎来 their "iPhone moment" is indeed thought-provoking.
This reminds me of the situation when smartphones first emerged. At that time, many people questioned their practicality, but now smartphones have become a necessity in life. The development trajectory of stablecoins may be similar. As technology matures, the barriers to use continue to lower

#机构投资者加密货币配置# Reflecting on the development of projects over the years, one cannot help but marvel at the ups and downs of the crypto market. Now seeing institutional investors' favor for Ethereum, it reminds me of those pioneers who dared to take the plunge back in the day. They took on great risks to invest in this emerging field, laying the foundation for today's prosperity.
Today, the cumulative value of ETH held by listed companies has exceeded 7.5 billion USD, a figure that is truly exciting. Even more encouraging is that the on-chain activity of Ethereum remains robust, with daily tradi

#加密资产ETF发展# Looking back at the development of crypto assets over the past decade, I have witnessed the entire process from the birth of Bitcoin to the emergence of various tokens. Now, with regulations gradually becoming clearer, the ETF, a traditional financial tool, is also starting to venture into the crypto space. Japan's SBI Holdings' recent actions are quite representative - although they have not yet formally submitted an application, they have partnered with Franklin Templeton to prepare for the launch of a Bitcoin ETF. This reminds me of the scene in 2013 when the Bitcoin fund first

#加密市场牛市分析# Looking back at history, I have witnessed countless cycles of bulls and bears. The current trend of Bitcoin reminds me of past market cycles. Glassnode's latest report points out that Bitcoin is in the adjustment phase after achieving a historical high, which is quite similar to previous characteristics of a bull run. The cost basis for short-term holders is around $106,000, still below the price, which is usually one of the indicators of a bull run.
However, the market is not all smooth sailing. We have seen capital outflows from ETFs, which has raised some concerns. But based on h

#比特币作为国家储备资产# Looking back, the topic of Bitcoin as a national reserve asset has gone through ups and downs. I remember in September 2021, El Salvador was the first to incorporate Bitcoin into its national reserves, sparking global discussions. At that time, many believed this would usher in a new era, but the reality proved to be overly optimistic.
Seeing Bullish holding 24,000 Bitcoins ready for listing nowadays inevitably reminds people of those crazy years. From historical experience, such large-scale holdings going public often indicate that the market is about to change direction. Howeve

#401(k)养老金投资加密货币# Looking back on the past, I can't help but feel a surge of emotions. Since the introduction of the Employee Retirement Income Security Act in 1974, the U.S. 401(k) pension system has been relatively conservative, primarily investing in stocks and bonds. Now, the Trump administration plans to allow 401(k) to invest in Crypto Assets and other alternative assets, which is undoubtedly a significant turning point.
This reminds me of the scene when the 401(k) plan just emerged in the early 1980s. At that time, many people were skeptical about this new type of retirement savings met

#稳定币监管动态# Upon seeing this news, I can't help but recall the passionate summer of 2017. At that time, stablecoins were still a novel concept, and there were hardly any options in the market. Today, Ripple has invested $200 million in the acquisition of the payment platform Rail to jointly develop stablecoin payment solutions, which is no small matter.
This reminds me of the rise of Tether back in the day. At that time, everyone was troubled by the wild fluctuations of Bitcoin, and the emergence of stablecoins was undoubtedly a shot in the arm. However, as time went on, the shadow of regulation