Bull market back! Come back quickly!!! The BTC broke above 96,800 this morning. These 3 waves together ate 11,424 points!!! $BTC
🎉 Big pie #BTC, ate 11,424 points across these 3 waves!!! 🎉 This big pie was publicly released for free on the 9th. And it was mentioned in both live streams! So most people have already eaten it! First wave ate 2,365 points! Close to TP2! Gain of 2.63% Second wave ate 2,301 points! TP2 completed! Gain of 2.55% Third wave of big gains: 6,758 points eaten! TP3 completed! Gain of 7.5% Those already on board have taken partial profits and are holding the remaining position. Those not on board, look at the latest levels and enter in batches! Great! 🎉 Congratulations to everyone who kept up, those who didn't catch up, try harder next time! 🎉 $BTC
Binance can add me as a friend now! 1: Top left corner of the homepage 2: Chat 3: Top right corner ➕ 4: Enter feiyu66666 (pay attention to case sensitivity, 5 sixes, no more, no less) 点击加入王牌KOL策略聊天室 🔸Commission code FEIYU66666 🔸Commission link https://cf-workers-proxy-exu.pages.dev/zh-CN/join?ref=FEIYU66666 (overseas) 🔸Commission link https://www.maxweb.red/zh-CN/join?ref=FEIYU66666 (domestic) $BTC $ETH $XRP
#DUSK Yes🤩 One after another taking off in the privacy track? After the Prince Group's incident, all the black and gray bosses🌚 feel the importance of preserving the victory fruits. It's all anonymous privacy delicacies🤫🤫 $DUSK
Others fear my greed. I have added 3500U to the 5x leverage grid of the 4 major contracts. 98000 is not closed, and of course it won't be closed now. 😏 Holding for the medium to long term, waiting for the wind to come. 😁 #BTC $BTC 点击加入资讯策略室
Bitcoin Latest Market Interpretation + Support and Resistance Sharing!!! #BTC $BTC
📉 In-depth review
📉 In-depth review: The 'death line' game after the drop from 126k Latest situation qualitative: 鱼粉集合 Breakout risk (30% retracement): October peak 126,000, current 89,100. This adjustment has lasted for 3 months. The range of 87,900 - 88,000 is highly likely to be the key support level at Fibonacci 0.382 or 0.5 for this round of correction, or it may be the concentrated area of chips before the last bull market started. Intraday bottom exploration: After dropping to 87,900 in the morning session and recovering above 89,000, it indicates that there are institutional bottom-hunting orders or short profit-taking orders below 88k. This 'needle' temporarily confirms the short-term bottom, but the rebound strength (currently only to 89k) is still weak.
98,000 to 88,000. Dropped 10,000 points. Surprisingly still in a profit state. It's okay, it's okay 😌 profit retraced about 1,000 dollars. 😈 Luckily. Going down to find opportunities for another round of good things 😏 #ETH $ETH 鱼哥粉丝点击加入
The big pancake broke 88,000 😱 Yesterday our big pancake long position 89444 has stopped out. Sorry to all the fish fans. This is why I often say not to go all in; we can also be wrong. Respect the market and manage risks properly; controlling position size is key. We can gain 8,000 points, but we can also stop loss. I will update the latest situation shortly. 🤗 #BTC $BTC 点击加入
Beware of "AI-added public chains"; why VANRY makes me rethink the logic of infrastructure
1. The essential difference between AI-first and AI-added
Most public chains adopt the "first the chain → add AI modules" model, which cannot meet the AI system's demands for predictability and cost control. AI, as a continuously operating agent, needs to eliminate noise from traditional mechanisms such as transaction fee fluctuations and transaction ordering games.
2. Vanar's reverse engineering thinking
1. Deterministic cost model: Fixed dollar-denominated transaction costs that support AI in accurately planning long-term operating costs 2. Machine-friendly rules: Adopt "first come, first served" transaction ordering to compress human gaming space 3. Long-term stability design: The mainnet's initial 24-hour stablecoin supply exceeded 7 billion, with a pledge rate over 40%
3. The crossroads of infrastructure evolution
A true AI-first public chain needs:
- System-level adaptation: Restructure consensus mechanisms and economic models - Preset non-human users: Reserve interfaces for agents - Innovative value scale: VANRY as a long-term potential stable value anchor
4. Future public chain filtering standards
1. Is there a preset existence of non-human users? 2. Does the economic model support long-term predictability? 3. Does the core mechanism consider AI decision logic?
Vanar chooses to design infrastructure in reverse from AI demands, and this idea of "assuming a more stringent future" may break the current public chain dilemma. This article represents personal observations and does not constitute investment advice.
Beware of "AI-augmented public chains"; why VANRY makes me rethink the logic of infrastructure
In the past year, there has been a significant change in the narrative of public chains
Beware of "AI-augmented public chains"; why VANRY makes me rethink the logic of infrastructure
In the past year, there has been a significant change in the narrative of public chains: almost all projects seeking breakthroughs have included AI in their roadmaps. This combination of "AI + blockchain" is repeating the script of the past "DeFi standard". However, upon deeper observation, I am gradually taking a cautious stance on this model—not because I deny the importance of AI, but precisely because AI will become the core user of future infrastructure, and the design flaws of those "AI-augmented public chains" are becoming apparent.
1. The essential difference between AI-first and AI-added
Analysis of the XPL Economic Model: Dual Game of Ecological Incentives and Circulation Pressure
1. Token Distribution and Inflation Mechanism
Total of 10 billion tokens, 40% for ecological development. Initial annual inflation rate of 5% released through staking, decreasing to 3% year by year, combined with a transaction base fee destruction mechanism (similar to EIP-1559), forming a dynamic balance between inflation and deflation.
2. Market Performance and Risks
1. Explosive Growth: In 2025, the mainnet Beta launched with a stablecoin supply exceeding $7 billion within 24 hours, with staking amount accounting for 42% of the circulating supply. 2. Unlocking Pressure: In September 2026, 1.5 billion tokens will be unlocked for the team and investors, in addition to 500 million tokens from the public sale in the U.S. (July 2026), expanding the circulating supply by 40%. 3. Liquidity Risk: The top 10 addresses hold 63% of the stablecoins, requiring liquidity diversification.
3. Sustainability Assessment
Advantages: Ecological fund ensures long-term development, decreasing inflation + destruction mechanism creates deflation expectations, stablecoin settlement positioning supports real demand. Challenges: The unlocking wave in 2026 may induce price volatility, necessitating responses to regulatory challenges and competition from chains like Solana. Current staking annual yield is 8-12%, indicating market recognition, with the unlocking period representing a key test.
Analysis of the XPL economic model: The dual game of ecological incentives and circulation pressure
Analysis of the XPL economic model: The dual game of ecological incentives and circulation pressure
1. Token distribution and ecological strategy
The total supply of XPL is fixed at 10 billion, of which 40% (4 billion) is explicitly used for ecosystem development. This design breaks through the limitations of traditional public chains that focus more on development than on ecology, attracting developers to build applications with a large reserve of tokens, enhancing market depth for liquidity providers, and involving community governance participants in maintaining network security. The dynamic allocation mechanism of the ecological fund can ensure long-term development resources while avoiding market pressure through phased releases.
Red alert: The defense of 90,000 has officially begun!!! Bitcoin latest market interpretation + support and resistance level sharing!!! #BTC $BTC
⚠️ Red alert: The support of 91,800 has declared a loss, and the defense of 90,000 has officially begun#BTC $BTC 点击加入飞鱼策略聊天室
Latest situation: Break confirmation: Yesterday afternoon we were still watching if 91,800 could hold, but reality is cruel. The early morning rebound was very weak, and then the price further plummeted. Currently, the price of 91,050 means that 91,800 (yesterday's low) and 91,500 (upper edge of the range) have been completely breached.
Inertia decline: After losing the support of 91,800, BTC is like a kite with a broken string, currently approaching the psychological barrier of 90,000. The current 91,050 is in the process of 'accelerated bottoming,' and market sentiment has shifted from 'wait-and-see' to 'panic.'
Being sucked by gold again!!! The big pancake just hit the lowest stable point of 91235! 点击加入飞鱼策略聊天室 Short-term target revised to: 92444 - 93344 Mid-term target unchanged. 【Limit Price Aggressive Short and Medium Term: #BTC 】 Suggested Position: 2 - 4% (set position based on loss) Operation Suggestion: Long Win Rate Assessment: 60% ----------------------- Entry Point: 93600 (Aggressive) - 91600 (Stable) Average Price around 92000 Short-term Target: 94444 - 95344 Mid-term Target: 96844 - 99444 Stop Loss Point: 89444 ----------------------- For educational and communication purposes only, remember to set BE after taking profit. @BTC120000
📉 40 million sell pressure countdown! #river will be unlocked the day after tomorrow, Air Force assemble? 点击加入飞鱼策略聊天室 Alarm level: ⭐⭐⭐⭐ Only 48 hours left, RIVER will face a massive unlock: Time: January 22 Amount: 1.5 million pieces (approximately $40.46 million) Impact: Accounts for 4.32% of circulation ⚠️ Trading logic: At this level of unlocking (over 3% of circulation), the market often reacts in advance (Front-run). Existing holders: May rush to sell in advance to avoid risk, causing prices to drop before the unlock. Unlock recipients: Getting $40 million worth of goods, a slight sell-off could create a hole in the market. Strategy: Keep a close eye on the K-line in these two days; if there is a significant drop in volume, it may indicate that the main force is offloading. Aggressive traders may look for short opportunities, while spot traders are advised to temporarily avoid. $RIVER
Analysis of the XPL Economic Model: Opportunities and Concerns Recently, attention has been drawn to the XPL economic model, which has a unique design. Its total amount is 10 billion, with 40% allocated for ecological development, injecting momentum for the project's long-term advancement. In terms of inflation, the initial annual inflation rate is 5%, released through staking rewards, and then gradually decreasing to 3%. There is also a transaction base fee burning mechanism similar to Ethereum EIP - 1559, which provides deflationary potential, balances inflation impact, and stabilizes supply and demand. In terms of market performance, the mainnet Beta launch on September 25, 2025, amazed everyone. In the first hour, it attracted about $250 million in stablecoin inflow, and after 24 hours, the on-chain stablecoin supply exceeded $7 billion, triggering widespread attention and capital influx. However, XPL also faces potential challenges. The tokens of the team, investors, and participants in the U.S. public sale have a lock-up period. Team and investor tokens are locked for 1 year, while U.S. public sale tokens are locked until July 28, 2026. After the lock-up period ends, a large number of tokens will flood into the market, and whether the market can absorb the new supply is key. Currently, the staking ratio is high, and holders tend to maintain the network long-term, but the behavior of holders may change under the unlocking tide, and the possibility of impacting the market still exists. The future market direction of XPL needs close attention. @Plasma $XPL #Plasma
Analyzing the XPL Economic Model: Potential and Challenges Coexist
Recently, I noticed that the economic model design of XPL is quite remarkable. The total amount of XPL is fixed at 10 billion, of which 40% is planned for the development of the ecosystem. This measure undoubtedly lays a solid foundation for the prosperity of the XPL ecosystem, and sufficient token allocation can effectively incentivize developers, community members, and other parties to actively participate in ecosystem construction, promoting the long-term development of the project.
In terms of the setting of inflation and deflation mechanisms, XPL also has its unique aspects. The initial annual inflation rate is 5%, and this portion of inflation tokens will be released through staking rewards, aiming to encourage users to participate in staking and enhance the network's security and stability. Subsequently, the inflation rate decreases to 3% annually, avoiding token value dilution caused by excessive inflation. At the same time, the XPL network draws on Ethereum's EIP - 1559 burning model, establishing a destruction mechanism for transaction base fees. The base fee generated by each transaction will be destroyed, which gives XPL deflationary potential, balancing the impact of inflation to a certain extent and maintaining stability in the token supply-demand relationship.
Exclusive deep dive: The man who made billions during the '1011 crash' is not Trump's son!
点击加入飞鱼策略聊天室$BTC 🕵️♂️ Exclusive deep dive: The man who made billions during the '1011 crash' is not Trump's son! Is it still circulating in the market that '1011 Giant Whale' is an insider trading of the Trump family? Don't get led astray. After various on-chain cross-verifications, the mastermind behind this mysterious address is basically confirmed to be Garrett Jin, former CEO of BitF. Why is this correction important to you? 👇
1️⃣ Break the superstition, return to logic. Everyone previously guessed it was Trump's son because he shorted precisely a few minutes before Trump (tariff imposition). But if it's Garrett Jin, the logic changes: this is not 'father and son in sync', this is the instinct of a top trader. As a veteran trader, his sensitivity to capital flow and macro sentiment far exceeds that of ordinary people.$ETH
#river The bull and bear are bursting again! It dropped to 21.88 in the afternoon and just pulled up to 30.58. It hasn't reached the point for re-entry yet! Let's not worry about it for now. Let it stir! When it comes down, we'll look for another opportunity to take a bite. $RIVER