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BruceBlueXBT

Ex-GM of a Web3 VC; Ex-VC at Gaorong Ventures, ZhenFund; Researcher; Taoist.
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The most important meeting in August - the Jackson Hole meeting will be held this Friday. Unlike the FOMC, it is not a formal process but a barometer for global markets. Therefore, I initiated a divination based on Powell's speaking time to see the impact on the market: 1️⃣ The tone is hawkish; 2️⃣ No early interest rate cuts; 3️⃣ BTC under short-term pressure, U.S. stocks experiencing fluctuations and corrections; 4️⃣ For detailed analysis, please refer to the chart, with the estimated time being 9 PM on August 19, 2025, at which point BTC price is around 115,500. PS: The calculations are purely for entertainment, please do not take them seriously 🙏 #杰克逊霍尔会议 #加密市场回调 #山寨季何时到来? $BTC $ETH $SOL
The most important meeting in August - the Jackson Hole meeting will be held this Friday. Unlike the FOMC, it is not a formal process but a barometer for global markets. Therefore, I initiated a divination based on Powell's speaking time to see the impact on the market:

1️⃣ The tone is hawkish;
2️⃣ No early interest rate cuts;
3️⃣ BTC under short-term pressure, U.S. stocks experiencing fluctuations and corrections;
4️⃣ For detailed analysis, please refer to the chart, with the estimated time being 9 PM on August 19, 2025, at which point BTC price is around 115,500.

PS: The calculations are purely for entertainment, please do not take them seriously 🙏
#杰克逊霍尔会议 #加密市场回调 #山寨季何时到来? $BTC $ETH $SOL
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Bearish
$BNB The entire exchange only has BNB and SOL in the red 🙃
$BNB The entire exchange only has BNB and SOL in the red 🙃
$SOL Originally, sol is about to reach 80 🤣
$SOL Originally, sol is about to reach 80 🤣
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Bearish
$BTC The pancake is falling more than the counterfeit...
$BTC The pancake is falling more than the counterfeit...
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Bearish
$BNB Tonight, let's have some fun 666
$BNB Tonight, let's have some fun 666
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Bearish
$BNB 是时候去560了
$BNB 是时候去560了
$BTC This happens every day, really no hope 🙃
$BTC This happens every day, really no hope 🙃
$ZAMA Founder really embarrassing
$ZAMA Founder really embarrassing
$ETH 💩💩💩shit like ether
$ETH 💩💩💩shit like ether
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Bearish
$BTC 💩💩💩a pancake as bad as shit
$BTC 💩💩💩a pancake as bad as shit
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Bearish
$BTC pancake is more rural than the local dog
$BTC pancake is more rural than the local dog
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Bearish
$BTC 80000 seen
$BTC 80000 seen
Silicon Valley's Immortal Chronicles: The Crazy Chinese Peptide PartyIn the mansion of the Frontiner building in San Francisco, the party under the night is changing flavor. There is no champagne tower and no drugs here. Accompanied by low-key party music, a group of tech elites is gathered around the table, skillfully mixing a white powder from China with sterile water, then injecting the needle into their abdomen. This is not a drug use scene; this is Silicon Valley's latest social totem: the Peptide Party. Extreme regulatory arbitrage: 1/10 of the price Why are Silicon Valley elites scrambling for Chinese peptides? The core lies in extreme calculations of efficiency and cost. In the United States, legitimate GLP-1 drugs (glucagon-like peptide-1, such as Wegovy) are hard to come by and can cost over a thousand dollars a month. However, if purchased directly from Chinese factories through gray channels, the research-grade raw materials only cost between 10 to 100 dollars, a tenth of the legitimate price. Customs data corroborates this frenzy: in the first three quarters of 2025, the amount of such compounds imported by the United States from China doubled to 328 million dollars. Although it is labeled strictly forbidden for human use, it is precisely this that they see as a delicacy.

Silicon Valley's Immortal Chronicles: The Crazy Chinese Peptide Party

In the mansion of the Frontiner building in San Francisco, the party under the night is changing flavor.

There is no champagne tower and no drugs here. Accompanied by low-key party music, a group of tech elites is gathered around the table, skillfully mixing a white powder from China with sterile water, then injecting the needle into their abdomen.

This is not a drug use scene; this is Silicon Valley's latest social totem: the Peptide Party.
Extreme regulatory arbitrage: 1/10 of the price

Why are Silicon Valley elites scrambling for Chinese peptides? The core lies in extreme calculations of efficiency and cost. In the United States, legitimate GLP-1 drugs (glucagon-like peptide-1, such as Wegovy) are hard to come by and can cost over a thousand dollars a month. However, if purchased directly from Chinese factories through gray channels, the research-grade raw materials only cost between 10 to 100 dollars, a tenth of the legitimate price. Customs data corroborates this frenzy: in the first three quarters of 2025, the amount of such compounds imported by the United States from China doubled to 328 million dollars. Although it is labeled strictly forbidden for human use, it is precisely this that they see as a delicacy.
Today, the amount auctioned at @zama_fhe exceeded $27 million, with over 2000 participants; 🔸The maximum consensus range is $0.03~0.035 and $0.05~0.055; 🔸FDV estimated at $460~640M, corresponding price $0.042~0.058; 🔸If you want to win steadily, the bid may need to approach $0.055; 🔸If you want to start receiving goods, around $0.04 is the psychological cost line for this auction, breaking below this price may have support. #Zama $ZAMA
Today, the amount auctioned at @Zama Protocol exceeded $27 million, with over 2000 participants;

🔸The maximum consensus range is $0.03~0.035 and $0.05~0.055;

🔸FDV estimated at $460~640M, corresponding price $0.042~0.058;

🔸If you want to win steadily, the bid may need to approach $0.055;

🔸If you want to start receiving goods, around $0.04 is the psychological cost line for this auction, breaking below this price may have support.

#Zama $ZAMA
The development of AI in the United States relies not only on Chinese engineers but also on Chinese transformers ⚡️
The development of AI in the United States relies not only on Chinese engineers but also on Chinese transformers ⚡️
Another big news in the bear market! Neynar acquires Farcaster! Neynar (a tool provider focusing on Farcaster infrastructure, raised $14 million) is taking over the Farcaster protocol, Warpcast client, and Clanker. Despite Farcaster's parent company Merkle raising $180 million, with a valuation of $1 billion, PMF challenges and ecosystem fragmentation prompted this strategic merger. Overlapping investors: a16zcrypto, coinbase, usv, HaunVentures are driving the integration, and the Neynar team will unify development to enhance decentralized social. #Farcaster
Another big news in the bear market! Neynar acquires Farcaster!

Neynar (a tool provider focusing on Farcaster infrastructure, raised $14 million) is taking over the Farcaster protocol, Warpcast client, and Clanker.

Despite Farcaster's parent company Merkle raising $180 million, with a valuation of $1 billion, PMF challenges and ecosystem fragmentation prompted this strategic merger. Overlapping investors: a16zcrypto, coinbase, usv, HaunVentures are driving the integration, and the Neynar team will unify development to enhance decentralized social.

#Farcaster
xAI's Wartime Blueprint and the Final Battle of Silicon ValleyPreface Sulaiman has been fired. This former core engineer of xAI touched Musk's sore spot by saying too much in an interview. 👉 The interview video is as follows, please watch it as soon as possible to avoid deletion: https://www.youtube.com/watch?v=8jN60eJr4Ps&t=41s But thanks to his unfiltered speech, we finally saw the trump card of xAI. This is not a step-by-step product roadmap, but a war plan filled with violent aesthetics, gray areas, and wartime logic. Musk did not intend to roll model parameters within the established rules with OpenAI and Google; he wanted to flip the table directly.

xAI's Wartime Blueprint and the Final Battle of Silicon Valley

Preface
Sulaiman has been fired. This former core engineer of xAI touched Musk's sore spot by saying too much in an interview.
👉 The interview video is as follows, please watch it as soon as possible to avoid deletion: https://www.youtube.com/watch?v=8jN60eJr4Ps&t=41s
But thanks to his unfiltered speech, we finally saw the trump card of xAI. This is not a step-by-step product roadmap, but a war plan filled with violent aesthetics, gray areas, and wartime logic. Musk did not intend to roll model parameters within the established rules with OpenAI and Google; he wanted to flip the table directly.
The decentralized social protocol Lens Protocol, which raised over 46 million USD, has been acquired by MetaMask. I checked and basically there aren't many active users on Lens anymore, feeling a bit sorry for the VCs who invested in them.💔 #LensProtocol
The decentralized social protocol Lens Protocol, which raised over 46 million USD, has been acquired by MetaMask.

I checked and basically there aren't many active users on Lens anymore, feeling a bit sorry for the VCs who invested in them.💔

#LensProtocol
Deepseek new model code "model1", estimated new version is about to be released. Do you still remember the fear of being dominated by R1 last year? NVIDIA's stock price plummeted nearly 25%; I wonder how this year's new model release will impact the AI stock bubble? #deepseek
Deepseek new model code "model1", estimated new version is about to be released.

Do you still remember the fear of being dominated by R1 last year? NVIDIA's stock price plummeted nearly 25%;

I wonder how this year's new model release will impact the AI stock bubble?

#deepseek
The understanding king said: a 200% tariff will be imposed on French wine and champagne, and the market continues to decline 📉 It has the same flavor as last year's Spring Festival! TACO 🌮🌮🌮 #关税 #BTC
The understanding king said: a 200% tariff will be imposed on French wine and champagne, and the market continues to decline
📉

It has the same flavor as last year's Spring Festival! TACO 🌮🌮🌮

#关税 #BTC
BruceBlueXBT
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Due to the understanding of the European tariff reasons, just now $BTC plummeted, simply put:

🔹️ The downward momentum has not been fully released, the bottom has not yet been confirmed, and the subsequent trend will mainly be a consolidation with weak rebound strength.

🔹️ There is considerable room for negotiation and maneuvering on the European tariff issue, which will be gradually announced around the end of February.

🔹️ The market is relatively weak before the Spring Festival: capital is constrained, profit-making effects are poor, news disturbances are present, and it is easy to test the bottom a second time.

#关税 #BTC
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