🧧 I am betting that the weekend can be extended by one more day!
During weekdays, I am tightly wound, As soon as the weekend arrives, I just want to: be lazy and do nothing.
Just got out of bed (not counting the time spent lounging), the holiday balance is already in serious jeopardy, As I watch the countdown begin, I choose to start the final ritual of the weekend—sending red envelopes!
💥 3888 $BTTC red envelope is now online! Not asking about the market, not looking at the K-lines ($BTC , $ETH ) just go for the free stuff!
Life is already so hard, why not believe a little: 🌱 "Dried trees will sprout, the market will bloom!"
Stop trading, start chilling—less action, less regret!
🥳 Happy weekend, frens! Weekday me: stressed, staring at charts, losing hair Weekend me: full-on life enjoyer, claiming airdrops like a pro 🧧
📤 Close the charts, open your weekend vibes 📥 3888 $BTTC red packets are live—go claim your slice of joy!
📉 Market volatility? You go down, I click “claim” with steady hands 🧠 Smart degen mode: activated. In a choppy market, the real strategy is: do less, earn more.
🧧 Work mode: off. Sheep mode: on 🐑 ⏳ Blink and it’s gone—someone else may already be cashing in on your luck!
📉 The decline continues, saying you're not worried is a lie.
My own thinking is very simple: Don't bet on reversals, only bet on positions close to emotional extremes. 📍 Focus range: 85288 – 84388 📌 If it doesn't hold, you should acknowledge the mistake at 84000. 📈 If the support is successful, first look at 88500 → 91300 Then we'll talk about the next things.
I hope this week we can carve out the bottom. The market doesn't need you to be brave, It just needs you not to die in the last panic. $BTC #BTC走势分析 #加密市场回调
🚨 Damn! All my private equity projects have run away, and the result SPACE still taught me a lesson in this market.
It's not acting. Recently the market is bad, private equity is bad, and beliefs are even worse. Among the private equity projects I participated in, those who ran away ran away, those who played dead played dead, and those who made empty promises are still making empty promises. Then today I saw this scene, I really couldn't hold back a bit👇
🚨 SPACE (intodotspace) directly came with a wave of "reverse airdrop" It's not a subsidy, it's not a delay, it's not a promise of a better future. It's real cash refunds.
Space official confirmation: 👉 An additional 5 million USD for public sale refunds 👉 Refunds officially start on January 27
In this day and age, seeing the words "refund" is already more sincere than most roadmaps.
Here are the refund rules👇 A total of 4677 wallets participated in the public sale, all can refund. Although it's not a 100% refund, it's still somewhat conscientious: - 80% of users 👉 Can refund 70% - 86% of users 👉 At least refund 50% - The top 5% heavy investors 👉 Can only refund 11%–21%
In summary: 👉 The more retail investors, the more protection; the more heavy investment, the more you have to bear it yourself. This logic, placed in today's Web3, seems to be written in reverse.
To be honest In the standard process of most projects: Public sale ends = Risks are self-borne = Believe it or not. And projects willing to refund are far fewer than those that can tell stories.
I can't say SPACE will definitely succeed, But at least this time they chose to bear it, rather than disappear. Compared to those private equity projects that are already "untraceable"—at this moment, I really felt a bit broken.
🗓 January 27, refund window opens That day may become a watershed for many to reassess this project.
"It turns out that the project party can also not be a scumbag." I hope that there will be more conscientious people next, and don't torment this old leek of mine! #加密市场观察 #alpha #ALPHA🔥 #binance #space
Note: Projects with easy name duplication, this post refers to intodotspace!
If you still think this is just an ordinary ETF news, then you are probably underestimating Grayscale.
On January 23, Grayscale submitted the S-1 filing for the BNB spot ETF to the SEC, but what really caused the market to explode was not the four words "BNB ETF," but a nearly provocative statement in the document — The ETF holds $BNB which can participate in on-chain staking and distribute the profits to the holders.
In other words: 👉 It’s not just about price fluctuations, but about stuffing “on-chain earnings” into Wall Street products.
Why is this step so unconventional? In the past, all spot ETFs had a very simple logic: You are buying a shadow of the asset, earning from the rise and fall.
This time, Grayscale takes a direct step further: Turning the ETF into an “asset container that generates money.”
For traditional funds, this is equivalent to saying: No need to understand the chain, no need to go to DeFi, and you can still receive PoS earnings. This is not a product upgrade; this is a financial structure crossing boundaries.
The truly exciting part: it perfectly steps on the SEC's most sensitive spot.
The SEC has been very clear about its stance over the years: Staking earnings ≈ Investment contracts ≈ High-risk regulatory zones.
Because of this: - ETH / SOL staking ETFs have always been stuck - Earnings products frequently investigated
Institutional funds have always missed out on the “real meat” on-chain, and Grayscale this time basically asks: "I’ve already written it into the ETF rules, are you going to stop me or not?"
Why specifically choose BNB? It’s very practical: BNB has real on-chain usage, long-term staking logic, a mature ecosystem, and the points of contention are relatively concentrated and controllable. It is the most suitable PoS asset to serve as a regulatory test stone. If BNB can succeed, everyone knows who comes next in the market.
To end with something different, What is truly worth being alert about is not whether BNB will rise, But that the definition of ETF is being rewritten.
Once “yield-generating ETF” is accepted, traditional finance will systematically take over the earnings layer of DeFi for the first time, instead of just chasing prices in the secondary market.
At that point, the question will no longer be: "How much can BNB rise?" But rather: 👉 How much on-chain value is left out of the Wall Street shell?
🚨Elon Musk at Davos: I am an alien|Crypto: Got it, we are Earth NPCs
At the 2026 Davos Forum, Elon Musk was asked about aliens, and he directly replied: "I am an alien, it's just that no one believes it."
After the laughter subsided, he added: SpaceX currently has over 9,000 Starlink satellites, scanning the skies and the ground every day, and hasn't missed a single UFO.
Translated into plain language: 👉 I’m watching the universe, and I haven’t seen anything.
Just to give you some background: SpaceX is valued at $1.5 trillion, having a direct conversation with Larry Fink. This is no longer just a "tech circle chat"; it's a human resource allocation conference.
So where is the crypto circle? Not in aliens, but in one sentence:
9,000 satellites, all running in coordination through code. No leaders, no impulsive decisions, no last-minute rule changes.
People in the crypto circle understand immediately: 👉 Isn’t this the ultimate application scenario of blockchain?
Satellites don’t need to trust each other, just trust the protocol. If there’s a problem, it’s handled according to the rules, just like a smart contract.
I think the real explosive point is here!
Musk is not talking about aliens; he’s subtly hinting at one thing: the future system won’t rely on human management; it will run on rules.
That’s also why: AI needs to be automatic; satellites need to be automatic; money will eventually need to be automatic!
So the crypto circle has never really died, It’s just been waiting for the world to "deserve it."
So the conclusion is simple: Aliens haven’t come, but Musk has upgraded humanity first. And the crypto circle has always been in beta testing.
Many people underestimate CZ and He Yi, which is also why I dare to continue staying in Alpha.
Many people ask me: how did you make money this round? I usually don’t want to answer because saying it out loud is too ‘crypto circle narrative’—there was no all-in, no miraculous trades, no overnight wealth, and I didn't even closely watch the market. And to be honest, I’ve sold a lot of times. I missed the long positions I should have held, and I got too eager and exited early when I should have waited. If you look purely at the operation details, it’s actually not perfect, and even a bit conservative.
But looking back, the real deciding factor was always one sentence: choosing the right position at the end of 2024, everything else basically followed smoothly.
The real dividing line is not bull or bear markets, but whether you have entered the Alpha zone.
As long as the president is still Trump, the market won't be boring | Middle East tensions escalate, BTC and ETH are being repriced
In the past 72 hours, the only key word in global markets has been: uncertainty. This time, it does not stem from economic data or corporate earnings reports, but from the escalating political game in the Middle East, which could reverse at any moment. The U.S. military movements and financial pressure around Iran are occurring simultaneously, directly reinserting 'risk premiums' back into asset pricing models. The first reaction came from crude oil. WTI and Brent quickly surged in a short time, with intraday gains once exceeding 3%, not only erasing previous declines but also continuing an upward trend that has lasted nearly a month. This is not a sudden reversal in supply and demand, but rather the market is taking out insurance against the 'worst-case scenario' in advance. Iran, as a key oil-producing country and at an important shipping node, could see energy prices' elasticity amplified indefinitely if the situation spirals out of control.
This wave #ALPHA airdrop is too ruthless, the spring comeback caught me off guard again: $SPACE directly teaches people how to behave.
Selling off, I don't know if it means eternal profit, but selling off is definitely the most stable emotional output in the crypto world.
Just sold: "It's stable, this time I'm eating the meat, the execution is good." Next minute: "??? Why did it go up again????" Another minute: "mmp, I want to chop my hands off!"
You think you're taking profits but the market is confirming that you've already gotten off before going crazy 📈 The most painful part is not the loss but rather— the one you sold was just the last step before takeoff.
But think of it from another angle: 👉 Being able to sell before takeoff at least means I participated in this wave of Alpha. 👉 The airdrop wasn't in vain, and the market observation wasn't in vain.
Does everyone experience this set of events? Not every transaction has to be sold at the highest point, but every time you sell off, it will be firmly remembered.
This wave $SPACE, I just want to say one more thing: Alpha has come back, and I have been carried away. 😭📈
CZ said in Davos 'I am no longer an entrepreneur': this statement is heavier than you think (it hints at the next main line of crypto)
If you only take this passage as 'entrepreneurs are tired and want to lie flat', then you underestimate its signal strength. A person who has made an exchange a global top tier and has experienced regulatory storms clearly saying in public, 'I am mainly doing investment now', often means two things: he believes the industry has moved from the 'pioneering period' to the 'infrastructure period', and the next round of growth will not come from exchanges but rather from new three pipelines bringing funds and users in. More importantly, he is not talking about 'coin prices' this time, but about 'industry structure': exchanges and stablecoins have become mature industries, with three promising directions in the future—asset tokenization, payments, and AI. These three lines may sound like a PPT, but when viewed on the same chart, they actually point to the same conclusion: crypto is transitioning from 'speculative assets' to 'financial pipelines'. Once this step occurs, the market's valuation logic will change, and the cycle will also change.
🔥 The prediction market has gone completely crazy, and the frenzy of placing bets on national events has begun.
A large order has appeared on Polymarket: 👉 $200,000 bet on the outcome of the 2026 Brazil election 👉 Cost 54c 👉 Current market probability 53%
This is not a recreational bet, nor is it a follow-the-crowd bet. On-chain tracking shows that this address has total assets exceeding $3 million, possibly linked to X @UnknwnFnd.
Why are so many people paying attention to this bet? Because this is one of the few "clearly defined rules, fixed time, and unique outcome" super prediction events: Time: October 4, 2026 Mechanism: National voting Outcome: Black or white, no gray area Such events are naturally suitable for large funds to bet on certainty.
The current market structure is also very intuitive: The first option has been stable in the 45%–50% range for a long time The second option is only 20%+ There are very few chips in between, the trend is clean
In other words: 👉 This is not betting on an upset, but betting on a high probability.
💥 The focus is not on Brazil, but on the trend: When six-figure funds start Locking in this "hard result event" on-chain more than a year in advance, it indicates one thing — 👉 The prediction market has already been treated as a "configurable asset".
This is not just for fun, not just a slogan, it’s real positioning. Money is more honest than any opinion.
🍱 Lunch box has arrived|Eating while watching the market
Today's market has one keyword: panic still exists, but more stories are emerging.
🔹 Regulatory Aspect The U.S. SEC and CFTC will work together to promote cryptocurrency regulatory cooperation, clearly paving the way for Trump's "pro-crypto route." However, the sentiment hasn't immediately bought into it — 📉 The crypto fear index has risen to 24, still stuck in the "extreme fear" range.
🔹 Bitcoin vs Gold Analysts believe that BTC is still in a deep bear market relative to gold, and historically, once this structure forms, the repair time won't be short. On the other hand, Kansas has proposed a Bitcoin strategic reserve bill; the narrative is there, but the price hasn't followed. Today, the real star is silver: 🥈 $XAG daily increase +5.81%, silver spot has directly risen to 97 dollars, setting a new historical high.
🔹 Legislation and Data The U.S. Senate Agricultural Committee has released a version of the cryptocurrency market structure bill, but there are still significant differences. The U.S. November core PCE year-on-year rate is 2.8%, in line with expectations. The third quarter GDP has been slightly revised up to 4.4%. Macro data isn't explosive, but it doesn't give the Federal Reserve too much reason for an "immediate shift."
🔹 Market Movements $RIVER has become the representative of sentiment coins today. Funds are pouring into exchanges, community enthusiasm is rising simultaneously, daily increase +42.55%. This kind of market is more driven by sentiment and chip structure, not fundamentals.
🔹 Options & Interest Rate Expectations BTC options market shows: 👉 Short-term outlook is bearish, but many traders are prepared to slowly accumulate at the current position. The probability of the Federal Reserve maintaining interest rates unchanged in January is 95%, the probability of a rate cut is only 5%. 📉 $BTC daily decrease -0.43%, continuing to grind.
🔹 Employment Data Initial jobless claims have not changed much. Last week, approximately 200,000 applied for unemployment benefits for the first time. Layoff scale has not yet shown obvious deterioration.
🔹 Trump Time Trump's latest statement: 👉 The interview for the Federal Reserve Chairman has concluded. 👉 The candidate will be announced soon. 👉 At the same time, he declared: tariffs of 25% will be imposed on all countries that trade with Iran.
In summary: His words can save sentiment or crash the market.
🥡 Lunch box time;
Panic hasn't left, gold and silver are skyrocketing, BTC is biding time, and the real variable still lies in policy and liquidity inflection points.
Take your time eating, take your time watching. There might be more drama in the afternoon. #黄金白银价格创新高 #加密市场观察
Damn, to be honest, it's a bit frustrating😂 I just realized that the content I posted today accidentally resembles that of another blogger.
But it's really not plagiarism, nor is it following the trend. It's just that I've indeed been posting about workers + emotional states lately; maybe the emotions are on the same wavelength.
It's quite mystical, honestly, being on the same wavelength to this degree is quite rare. I hadn’t paid attention to them before, but this time I ended up following them.
I hope we don’t collide again in the future; otherwise, it’ll really be awkward enough to dig my toes into the ground🫠 But looking at it from a different angle, being able to produce similar content at the same stage and emotional state shows that everyone is seriously experiencing life, rather than fabricating traffic.
Let’s continue to be ourselves. A collision once is a coincidence. But colliding repeatedly is a problem!
Just a heads up, tonight we’ll continue the worker's welfare package🧧 After all, a happy weekend is coming again~ #加密市场观察
🧠 Binance's new investment of #USD1 is actually quite 'clear'.
In simple terms: 👉 As long as you hold USD1, you can continuously receive rewards, with a total pool of 40 million dollars $WLFI . It's not about speed, not a lottery, and not that kind of 'looks appealing, but the annualized return is written very vaguely'.
There are a few points this time that many people may not have noticed👇 📌 Core Logic 1) As long as you hold USD1 (spot / funds / leverage / contract accounts all count) 2) Rewards are distributed weekly 3) Expected returns > 10% (not fixed annualized, but clearly higher than conventional investments)
The key point is: 👉 No need to lock funds, no need to trade, and not affected by market fluctuations.
⚙️ A detail that has been overlooked (key point) In leverage & contract accounts, there is a 1.2 times bonus. What does this mean? It doesn't mean you should open high leverage, but rather — use a very low-risk method to meet the rules and get the bonus. For example: Open 100U or borrow 100U worth of BTC, with the remaining funds as margin / collateral, this is essentially not trading, but using the minimum action cost to exchange for higher weight.
🧩 Why do I pay attention to this? Because in the current market stage: - The market is not favorable - Fluctuations are repetitive - The cost-performance ratio of high-risk operations is extremely low
But guaranteed returns + platform subsidies are actually the most stable way to expand the capital curve. Slow, but real.
📉 To be honest These investment-related shares are really not advertisements. More like — in a difficult market, using rules and patience to thicken the principal. Not stimulating, but in the crypto circle, being able to survive, be stable, and gradually expand is already very rare.
Everyone should read the rules, calculate clearly, Don't FOMO, But also don't miss this clear opportunity. #币安理财 $USD1 #币安 #理财 #binance
What can I say? The market has clearly been average these days, But when I look at the bear market—why is it all starting from the middle? Is this reasonable??
This way, can people still work hard like cattle and horses? 😂 To be serious, the feeling of Alpha has significantly improved in the past few days. Many of my friends have rejoined!
You will find that the current market isn't that "get-rich-quick joy", but rather—👉 when you look at your account, you can't help but smile a little.
Especially for Pre-TGE $SENT , I really didn't expect to get a big piece: 💰 Profit 200+
Definitely a latecomer, it feels very real. The market isn't pulling up, but efforts are quietly being rewarded.
The biggest feeling at Binance Square is: You never know where the next surprise is hidden, But as long as you participate seriously, the results won't be too bad.
To summarize in one sentence: 📌 Effort doesn't necessarily lead to wealth, But here, it's really hard to work in vain. Is this #ALPHA … going to see a revival?👀✨ #ALPHA🔥 #tge #BinanceAlpha
🤔 Regulatory easing has led to a drop in crypto—what's the problem?
To be honest, the Trump administration is not "cold" towards crypto. - Appointed the "Crypto Czar" - Promoted and passed the "Genius Act" - Frequently released signals of "supporting innovation and reducing regulation" By common logic, this should be the year when the crypto market rises the most.
But reality is harsh👇 📉 Since January: BTC: -13.4% ETH: -9% XRP: -39% SOL: -50% ADA: -63% Mainstream coins, almost none are spared.
💥 Where's the problem? It's not regulation, but—macro is drawing blood. - Tariff policies jumping back and forth - The independence of the Federal Reserve being frequently challenged - Geopolitical tensions continuing to rise - Global risk assets being forced to deleverage In such an environment, even with "friendly policies" for crypto, it cannot withstand the tide of liquidity withdrawal.
😶 An even more ironic scene is: According to multiple disclosures, the Trump family has profited about $1.4 billion from crypto investments, with crypto assets accounting for over 20% of their overall wealth. The market is down, but the chips are quietly being transferred.
📌 This may be the most real situation at the moment: Policy ≠ Price Legislation ≠ Market
Retail investors look at the news, funds look at liquidity. When macro conditions do not cooperate, no amount of "positive narratives" can only delay declines, not reverse the cycle.
🧠 The last sentence is left for your contemplation: When those who "support crypto" have already made money, and prices are still going down, you think—are we now fulfilling promises, or cashing out chips? $BTC #美国加密市场法案延迟 #加密市场观察 #Solana #ADA
🎭 The current market really only listens to Trump's words. In the morning, he was still making tough statements, In the afternoon, he directly changed his tone and retracted. The direction of the K-line changes faster than policy documents.
Right after Trump retracted the threat of additional tariffs on Europe: 📈 US stocks collectively surged 🟡 Gold remained high 💱 Risk asset sentiment instantly warmed up In a word, the market breathed a sigh of relief.
📌 The core of the matter is simple: After Trump met with NATO Secretary General Mark Rutte in Davos, he clearly stated: 👉 He will not implement the punitive tariffs on Europe originally scheduled to take effect on February 1. 👉 The Greenland issue has gone from "must get" back to "cooperation agreement framework." In the morning, it was a tough line, In the afternoon, he hit the brakes directly.
💣 Why did the market react so strongly? Because the essence of the recent decline had only one reason: 👉 Fear of the trade war getting out of control.
Now, "no more fighting," at least "not fighting for now," the sentiment immediately shifted from "defensive mode" back to "risk mode."
Kerux Financial's Chief Investment Officer succinctly pointed out the key: The volatility created by tariff news is two-way; threats can be retracted at any time, and the retraction itself is a positive sign.
🧠 A deeper signal is: 1) Europe is selling US Treasuries 2) Canada is applying pressure in public 3) The political and capital feedback from Davos
All of these are telling Trump one thing: 👉 What he truly cannot afford is not a defeat in geopolitical games, but a collapse of the US stock market. So, he stepped back.
⏳ But pay attention to one word: Temporarily. This is not a permanent concession, but a breathing window for the market.
What does this mean for traders? Short term: 👉 Negative news has been exhausted, risk appetite rises Medium term: 👉 At least a quarter of a "policy vacuum period"
Game point: 👉 He may turn hostile again at any time, but not now.
📊 In summary: This is not the world suddenly getting better, but the worst script being paused. And the market has always excelled in the gaps of "pause," making a big move.
📈 Gold and silver both refreshed historical highs, but 'digital gold' lagged behind.
From 2025 to now, the global market has shown an extremely counterintuitive divergence: Gold and silver are soaring, while Bitcoin is fluctuating downward. Gold rose 70% in 2025, breaking through $4000, Entering 2026, it continues to rise to $4800, achieving the best performance in nearly 40 years. Silver is even more exaggerated, with an annual increase of 141%, breaking the record since 1979. On the other hand, Bitcoin turned down after reaching $126,000 last October, Still hovering in the volatile range.
If you still regard BTC as 'digital gold', this comparison is indeed a bit eye-catching. 🧠 The problem is not inflation, but 'sovereign risk.'
🚨 The next chairman of the Federal Reserve is "suddenly changing the game"
Many people have yet to react, but the prediction market has already provided an answer. After Trump's latest statement, the originally popular candidate, Kevin Hassett, has basically been ruled out by the market.
📊 Latest prediction market data: Kevin Warsh: 60%–62% 👉 Clearly in the lead Hassett: 15%–16% 👉 Probability halved Christopher Waller: 13%–14% Other candidates: Continuously marginalized
It’s worth noting that not long ago, Warsh and Hassett were considered neck and neck.
This indicates: 👉 The market has completed its repricing, but sentiment hasn’t caught up yet.
⚠️ More importantly — the candidates who have entered the "finals" are almost all more friendly towards crypto assets and financial innovation.
This is not a small detail. In past cycles, the market often doesn't take off from the K-line, but first shifts from policy expectations. While everyone is still entangled in whether prices will fluctuate or whether to cut losses, the real direction may have quietly changed.
Powell's term is entering the countdown, and the successor's announcement may come sooner than the market expects.
The question is not: ❌ Will it rise immediately But: ✅ Have you noticed that the wind is changing? 👀📈