阿曾

#美国伊朗如何影响市场 in the context of concurrent geopolitical tensions, gold prices have surpassed $5,000/ounce, reaching a historic high, fully reflecting the function of traditional safe-haven assets.

Lack of safe-haven attributes in BTC: In stark contrast to gold, BTC behaves as a risk asset that is sold off during rising geopolitical risks, which can be explained by the following factors:

1. Institutional holding structure: Currently, a high proportion of BTC holders are technology stock investors, who tend to reduce their positions in sync during macroeconomic risk increases.

2. Liquidity demand: Compared to the central bank reserve attributes of gold, BTC is more focused on trading and speculative functions.

3. Regulatory uncertainty: Geopolitical conflicts are often accompanied by expectations of tighter regulation, suppressing the performance of risk assets.

Despite short-term price pressure, the fundamental valuation indicators for BTC remain robust.

The geopolitical tensions have temporarily reinforced BTC and ETH's market positioning as "high beta risk assets."

In contrast to gold's safe-haven performance, cryptocurrencies endure more selling pressure rather than safe-haven buying during the initial stages of conflict. This performance aligns with the current institutional holding structure and liquidity characteristics of the crypto market.

Investment advice: At the current price level, the risk-reward ratios for $BTC and $ETH are relatively reasonable. In the short term, attention should be paid to developments in geopolitical issues and signals from U.S. regulatory policies, while in the medium to long term, one can still focus on structural opportunities brought about by institutional accumulation and infrastructure development.

The essence of memes is the attention economy.
Last night when I published the article, $PENGUIN had a market value of 90m, today the highest is 170m, quite absurd,

However, I did not buy because I think these will eventually crash,

Memes are the attention economy; when the attention fades, the big players will also profit and escape,

Look at $PNUT and $TRUMP , both have dropped over 90%,

If penguin rises to too absurd a level, it might even be possible to short it.

Today I saw on x @clawdbot, this tool is an all-weather open-source AI assistant, it should be the latest trendy AI application tool. After watching many tutorials and reviews, the conclusion is that general artificial intelligence (AGI) has arrived.

Interested readers can go download it and try it out; it's open-source, can be installed on servers, and can also be installed on a Mac.

Today I saw a master challenge free solo climbing the Taipei 101 building; it turns out to be the big shot Alex from 'Free Solo'. He has previously free soloed over 900 meters high Chief Rock. This guy is a god; you cannot view him with normal thinking. If considering the difficulty, for him to free solo climb the over 500-meter Taipei 101 building is not difficult.

For me, a building over 500 meters high, that kind of height would make my legs weak even if I were just standing. Let alone climbing. After all, I might not even be able to hold on for 10 seconds on a pull-up bar with both hands.

This penguin is really fierce~ $PENGUIN Meme coins in the literature area are on the SOL chain,
Meme coins in the Chinese area are on the BSC chain,
Previously, $memes was listed on bn's alpha,
And this PENGUIN is now 138m, with a peak of 170m,
These memes are really exciting, sometimes increasing by dozens of times in a day,
It really is a huge casino,
Recently, it seems that the on-chain market is about to rise, and the casino has started to become active.

#灰度提交BNB ETF申请

Grayscale officially submitted the S-1 application for the BNB spot ETF to the U.S. SEC on January 23, 2026, at 14:03 UTC, planning to list on Nasdaq under the code "GBNB". This marks the second institution to apply for a BNB ETF after VanEck, indicating mainstream financial institutions' recognition of the BNB ecosystem. The current BNB price is $892, which has gently increased by 0.47% within 24 hours after the announcement and is currently in a healthy consolidation phase. Technically, the key support level is at $870, with the derivatives market open interest maintaining a high of $2.7 billion and a slightly positive funding rate of 0.189%, reflecting a cautiously optimistic market sentiment.

The S-1 document submitted by Grayscale aims to convert the existing BNB trust into a spot ETF, with Coinbase serving as the primary broker and custodian. This ETF plans to hold physical BNB, allowing investors to gain exposure to BNB through traditional brokers without directly holding cryptocurrency.

BNB is currently the fourth-largest cryptocurrency, with a market capitalization of $121.5 billion, and is the core token of the Binance ecosystem.

The market's reaction to the ETF news has been relatively mild, with only a 0.47% increase within 24 hours, indicating that the market had some expectations or is suppressed by overall market sentiment.

Immediate support: $870 (Bollinger Bands lower limit)
Resistance level: $912 (20-day SMA), $954 (Bollinger Bands upper limit)
Current status: The price is fluctuating around $892, below the short-term moving average but above the 50-day SMA ($885).

Investment suggestions
Short term (1-4 weeks): Current price levels are suitable for building positions in batches, with a strict stop loss at $870. Mid-term (1-3 months): Pay attention to approval progress, and add positions if it breaks above $950. Long term (6 months+): Approval of the ETF will open up space beyond $1,200.

#eth走势分析 From a technical perspective, $ETH is currently in a key support area. The daily RSI is 39.67, indicating an oversold condition. The price is testing the lower Bollinger Band support at $2,896, and the conditions for a technical rebound are ripe.
Bearish factors (institutional selling pressure):
Continued outflows from ETFs constitute major pressure:
In the past week (1/17-1/24), the net outflow from ETH spot ETFs was approximately $553 million,
BlackRock's single-day maximum sale reached $431 million (1/23),
Three consecutive days of net outflows: 1/22 (-$341 million) → 1/23 (-$65 million) → 1/24 (-$60 million), , Bullish factors (bottom signals): Fear and Greed Index at 24 (extreme fear), usually corresponding to market bottoms,
Retail investors are selling off significantly, while whales are buying at lower prices (recently, a whale purchased 3,947 ETH at an average price of $2,991).

Trading Suggestions
Short-term traders: Consider light positions to go long around $2,900, with a stop loss at $2,850.
Partial profit-taking can be done in the $3,050-3,100 range.

Long-term investors:
Current valuation is at a historical low, MVRV shows an undervalued state. Implement a staggered buying strategy, with a focus on observing whether ETF outflows slow down. Key buying range: $2,800-2,900.

After seeing many friends in the group making a fortune from the airdrop of the seeker phone today,
it's a lie to say I'm not envious. The project party $SKR has been artificially inflating the price, and getting involved in such projects really means a good year ahead.

I also came across Mr. P's summary on the sol phone,
it's no wonder that others are making money,
with awareness, execution ability, and willingness to invest,
it's inevitable for them to earn big bucks.
The combination of poor awareness and poor execution results in a huge opportunity gap.
Indeed, there is a vast chasm between knowing and doing.

Recently, the airdrop price of Binance Alpha has been quite good, $SPACE surprisingly has a hundred U big gain, it has been a long time since such a significant airdrop occurred.
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However, some are happy while others are distressed. This Alpha airdrop's Spacecoin is the world's first decentralized payment system (DePIN) based on satellites, which can create a trustless internet connection globally.
If you participated in another intodotspace sol prediction project, then it's unfortunate for you. I didn't participate, but I roughly looked at the process. The project originally planned to raise 2.5 million, but as many people participated, they raised 20 million. Seeing so much money, the project party finally decided to raise 14 million.
With more money, the airdrop tokens won't be valuable, and it's highly likely they will break even, leading to user losses, and thus participating users began to protect their rights.
I don't know how things will unfold later, but the current new issuance market is indeed quite challenging for making money.

#特朗普取消对欧关税威胁 This is favorable for the macro economy, beneficial for the US stock market, and gold has reached a new high.

This actually also indirectly benefits the cryptocurrency market, which is also favorable for $BTC and $ETH .

First exclude Guangdong and Guangxi

#美国加密市场法案延迟

1，
$FIGHT All the money sent has been refunded. I participated in the public offering, sent in $5000 but only got 30u in,
The project layout is very large, all the public offering money has been refunded, and the tokens were directly airdropped to the wallet, but the airdrop was a bit small, only 711 coins were given, not even 20u, and after deducting the 10u KYC cost, it seems that I only made 10u?

2，
A few days ago, Binance Alpha PRE-TGE's $SENT has become tradable, which is not bad. Recently, there have been few large movements, and after deducting costs, the value of the airdrop is over a hundred dollars.

3，
Today gold has reached a new high again and again, feeling like all the funds are going to buy gold, silver, and copper, and not buying Bitcoin anymore.
Gold is at a new high, but the price of $BTC is on the verge of collapse, truly a world of ice and fire.
The FUD on Twitter says that the price of Bitcoin will drop below 20,000. If Bitcoin drops below 20,000, then other altcoins will be in a bloodbath.
The risk of holding altcoins is too high.

Holding altcoins is not as good as shorting altcoins; maybe the odds are higher.

#黄金白银价格创新高 doesn't know why the big pancake $BTC has dropped below 90000 again, $ETH has also dropped below 3000, this market is too exhausting, it hasn't stayed up for a few days and has fallen again.
It feels like the influence of geopolitical factors is too significant, what is Greenland again, the beautiful country is just domineering, if it has its eyes on a country's resources, it will just go and grab it, without even putting on a show.

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Recently, while browsing Ostium, I learned about XAU, XAG, and also SPX, NDX, HG, NVDA, and PLTR. What do these codes represent?
In a nutshell:

XAU: Gold
XAG: Silver
SPX: S&P 500 (U.S. stock market index)
NDX: Nasdaq 100 (technology stocks)
HG: Copper (economic barometer)
NVDA: Nvidia (AI computing power)
PLTR: Palantir (AI + government big data)

For people in the country, it's not easy to buy these unless you have a Hong Kong stock or U.S. stock account to trade,
Actually, you can also buy and sell U.S. stocks on the blockchain now, and there are some Web3 exchanges that support trading U.S. stocks, which is quite convenient.

#美国核心cpi低于预期 No wonder $ETH and $BTC have fallen sharply again, it's the crypto winter ~ the crypto market no longer has independent trends.

Today, upon looking at @ETHGasOfficial's air drop eligibility, besides tweeting on X, it is also necessary to consume more than 0.5ETH, which is really difficult.
For those who previously bound x for tasks, it was all in vain, and in the end, only 2 accounts were eligible. The project's scope is too small, right? For many newcomers to the circle, how could a wallet possibly consume as much as 0.5ETH? Only those wallets that are very early would have the possibility to consume such a high amount of 0.5ETH.
Wasted time participating in the binding of hundreds of wallets and x tasks, it was really all in vain.

Today, what disgusted me the most is the project @HeyElsaAI $ELSA , which was done last year. I MINTed an NFT and completed tasks to earn over ten thousand points, but ended up not being eligible for the airdrop.
So frustrating.
I originally thought there would be at least some rewards, but unexpectedly, there were no rewards at all.

The old method of making easy gains has failed again.

Today, I played this @axisrobotics flower watering task, which was quite fun. It allows control of a robot's movements through a browser, and it's said that in the future, this method could be used to control real robotic arms to perform mechanical actions.
This project is positioned in the crypto-driven physical AI infrastructure sector, addressing the data bottleneck in the robotics industry through simulated data collection and decentralized incentive mechanisms.
As for whether it can be realized in the future, it depends on the efforts of the project team.

The New York Stock Exchange will support tokenization of US stocks for 24/7 trading,
Isn't this similar to the crypto world?
In the future, the 'u' of the New York Stock Exchange will be stablecoins,
And there will be no concept of 100 shares anymore,
Investors will be 10u warriors, hahaha
Investors can also trade US stocks like playing with meme coins. #USStockForecast2026

Today I wanted to add some ETHGAS, but I saw in the DC this morning that a snapshot was taken at 8 o'clock today, and the time was really tight. I hadn't even logged in properly before it ended, and this project has already been listed on Binance Alpha, which feels really fast-paced;

The Tradegenius project is even faster. The day before yesterday, they announced that they would retroactively award points because they registered 1,500,000 addresses in just a few days. Anyone with a discerning eye knows that it’s impossible to have that many real users; at least 95% of them are fake, all studio addresses. The project team has already realized this problem, so they will definitely conduct strict investigations on the witches.
If you were one of the first to trade and earn points while avoiding the witch hunt, then you would have made a good profit.
Right now, it's too competitive because the total points are fixed, so everyone is just competing against each other.
The project team is enjoying it since there’s no cap on the transaction fees.
However, the project team wants to reward real users, so figuring out how to be a real user is crucial.
The deadline for the first season of this project is April 12, so let’s see what happens.

Now, if you want to earn some quick rewards, you need to be fast and efficient; you can’t be slow. For example, for the ETHGAS project, once you know the deadline, you should buy the three-piece set and register with all your effort,
Even though I don’t know if there will be an airdrop, the cost of the three-piece set is low, so even if the airdrop quantity is small, you won’t lose money.

In the evening, I saw a piece of news: The New York Stock Exchange will implement round-the-clock trading for U.S. stocks, which means the stock market is becoming more like the crypto market with 24-hour trading. I wonder what kind of business opportunities this will bring.

Returning to the old method of farming,
Today I am doing @ETHGasOfficial and @renaissxyz, I need to use x and discord, I have to complete tasks, and then I found that many of the previous local three-piece sets have expired, I can only buy them again,
There is a feeling that I have returned to the POW farming state, which is to compete for work volume,

Today is actually the anniversary of Trump issuing MEME coin $TRUMP ,
One year ago today, the great President issued a meme coin,
Making many people wealthy and causing many to lose money,
The coin price dropped from a high of over 80u to now 5u,
A drop of over 90%+
Wealth transferred from the pockets of the majority,
To the pockets of a few,
So everyone can demystify these meme coins,
In the end, they will all go to zero,
They are all bubbles,
It’s about who buys fast and runs fast,
Whoever believes in this stuff is the one paying the bill.

This is fun $哭哭马 The storytelling is interesting. This emoji might even make it to the Spring Festival Gala

$我踏马来了 When will this coin be listed on the contract? Based on historical experience, short it!

If the BSC meme heats up again, and if you don't want to gamble, then why not buy more $BNB

Binance Alpha has already become a chaotic mess, I truly don't understand.
What are all these things? I really can't make sense of it.
I feel like I'm just an old fool.

Today, CZ is again giving hype on X about predict, saying the prediction market will always have a big opportunity.
The last time CZ did this was for the perp dex赛道, $ASTER , and I didn't take it seriously then, truly regretting it now.
This time I'm actually tempted to rush to get a spot to join the predict...
Anyway, the rule is: either go all in to bet on right or wrong, aiming purely for profit, or go all in on hedging to earn points.

I've finally figured it out: the coins from BN TGE are always centered around CZ and Heyi, the couple singing in harmony.
Whenever CZ says something, Heyi replies right away, and it's highly likely to get into Alpha; if they repeat it several times, it's very likely to get listed on futures or spot as well.