3天内发财

Hong Kong payment company RedotPay plans to go public in the US with a financing of 1 billion USD, seeking a valuation of 4 billion USD.
This wave of Hong Kong Web3 forces is strongly attacking Wall Street, signaling great significance. Stablecoin payments are transforming from "marginal tools" into "financial infrastructure"; this type of IPO indicates that mainstream capital's pricing power over crypto payments is being reshaped.
The logic is simple: as long as the fiat payment channels can be opened up compliantly, it becomes the hot commodity of this cycle. While the 4 billion valuation may seem ambitious, this level of IPO, once realized, will violently elevate the valuation center for the entire payment sector and compliance segment! Don't just focus on technical indicators; the transmission of this macro narrative often has more destructive power than short-term fluctuations.
In the short term, it is advisable to pay attention to the linkage of the payment concept sector, as large funds particularly favor this licensed "throat business."
$ACH $PYPL

Bhutan's recent move is quite bold, directly linking the digital nomad visa to the Solana blockchain. Investors can obtain a 36-month residence permit by staking $10,000 worth of TER tokens and paying fees.
As a well-known 'whale' nation in the circle, Bhutan is not playing around; it directly ties sovereign access to the SOL ecosystem, marking the evolution of the RWA narrative from simple asset tokenization to sovereign-level identity protocols. Solana, as the background of 'sovereign infrastructure', has become even more significant.
The symbolic significance of this national-level collaboration far exceeds the visa itself, and it is highly likely that other countries will follow suit in the future. The initial liquidity of the TER token is questionable, so it's recommended to observe first, with a focus on the premium space of SOL in sovereign-level applications.
$SOL $TERMINUS $BTC

USDT liquidity is facing the most extreme contraction since 2022, with net inflows to exchanges plummeting from over $600 million to $27 million, and the buying power in the market has nearly dried up. Meanwhile, the probability of betting on BTC falling below $55,000 on Polymarket has surged to 72%, with nearly half of the participants betting it will retrace to $45,000.
This liquidity "drying up" combined with the extreme odds in the prediction market often represents the darkest moment before a deep squat in the market. The logic reflected by on-chain data is very clear: due to the lack of new funds entering the market, the current downward trend is purely a liquidity squeeze under existing stock game dynamics.
Do not blindly chase shorts at the peak of panic. Bearish sentiment has pushed to irrational extremes, and real opportunities are often hidden in the volume spikes after breaking consensus levels. Pay close attention to the liquidation intensity around $50,000; if one dares to dive in, that’s when it’s time to pick up bloodied chips in batches.
$BTC

Bostick's attitude this time is very clear: even though productivity is improving, the Federal Reserve's nerves against inflation remain taut. He bluntly warned that if we act rashly now to solve short-term pain points, the cost later will be even more painful.
This is a typical high-position shout, dousing the overheated market sentiment with cold water. The macro transmission chain is very clear: the Federal Reserve is worried about long-term inflation recurrence, so the door to interest rate cuts remains firmly locked. If this expectation does not reverse, the steps of outside funds entering the market will hesitate, and risk assets will face significant short-term pressure. 🚨
The logic of going long now does not hold. Since the senior officials in the U.S. are still entangled in "long-term issues," we should not rush to heavily invest. Short-term bearish sentiment is brewing, and it is advisable to hold positions and wait, protecting the principal until a clearer bottom emerges. After all, in the face of macro cycles, individual stubbornness often has little effect. 💡
$BTC $ETH $SOL

"Crypto Mom" Hester Peirce has finally taken action, promoting former Chainlink Labs lawyer Taylor Lindman to chief legal advisor of the SEC's crypto task force.
This personnel appointment feels quite right. Previously, the SEC folks only understood law and not code, often misapplying old legal codes, but now they have directly brought in an "insider" who understands oracle technology and infrastructure, indicating that the regulatory logic is shifting from mere suppression to professional integration. For LINK's foundational narrative and the entire DeFi space, this kind of signal showing that there are people within the system can greatly alleviate the market's regulatory anxiety. The compliance process is speeding up, and this wave represents an invisible boost from the fundamentals.
Do you all think the SEC has truly changed its nature, or is it preparing to adopt a more knowledgeable stance to reap benefits? #SEC #Regulation #Chainlink $LINK $BTC

Bostic's recent remarks are full of hawkish sentiment, directly stating that the rising unemployment rate is a structural chronic issue, and merely relying on interest rate cuts cannot solve it. The Federal Reserve's top priority now is still to tackle inflation. This rhetoric sounds familiar and is clearly intended to dampen market enthusiasm. Currently, the macroeconomic situation is tense, and the script for liquidity return will have to be postponed. Bostic is also an experienced player, using 'structural factors' to argue, which basically rules out the possibility of significant short-term monetary easing. The cryptocurrency has been consolidating at a high level, actually waiting for a macroeconomic turning point, but instead, it got hit with a surprise blow. No liquidity means no waves; everyone should hold off on heavily investing for now. This slow knife cuts the flesh most painfully, so let's just watch for a while. Can your positions still hold steady? #FederalReserve #MacroAnalysis #Bostic #降息预期 $BTC $ETH

South Korea's DSRV and SBI Ripple Asia have teamed up again, this time targeting cross-border remittances between South Korea and Japan, preparing to use XRPL for practical research.
To be honest, SBI and Ripple's foundation in the Asia-Pacific region is indeed stable. This narrative of cross-border clearing and settlement has been discussed for five or six years, and it still feels very relevant. In a phase where macro liquidity has not yet been fully released, the positive aspects of this technology are often easily ignored by the market. Although it is a tangible application, seasoned investors understand that Ripple's news tends to be 'calm upon landing', with limited impact on coin prices.
The trade volume between South Korea and Japan is significant, and if it really can be implemented, it indeed aligns with the long-term logic of XRPL's underlying consumption. However, in the current market situation, everyone is more concerned about when the Federal Reserve will loosen up again. This kind of infrastructure-related hard work requires us to be patient. Do you guys see practical implementation as promising, or do you think it's just wishful thinking? #Ripple #XRPL #区块链汇款 $XRP

Empery Digital's internal strife among shareholders is quite severe. The major shareholder directly flipped the table, not only rejecting the management's buyback but also demanding the CEO to pack up and leave, while also wanting to sell all 4081 large pancakes on the company's books to distribute the money. In simple terms, this type of small institution mimicking the strategies of others tends to catch fire in the backyard as soon as the market becomes slightly tough. Although the pressure of 250 million dollars isn't much in the current liquidity, the narrative of 'internal strife among institutions leading to a crash' is quite concerning. This is a typical case of weak will among shareholders, who just want to cash out and leave, without considering any macro vision. It's better to get rid of such burdens to avoid having them hanging over our heads like the sword of Damocles. What does everyone think about this kind of institutional runaway behavior? #EmperyDigital #Institutional Trends #抛压分析 $BTC

The Coinbase premium has surprisingly been negative for 40 consecutive days, breaking the record of the "1011 crash" from that year. In simple terms, institutions and large holders in the U.S. have been continuously unloading, and the buying power in the U.S. market has shrunk significantly.
From a macro chip perspective, this wave of selling pressure is more resilient than expected, and the fund flow from ETFs doesn't seem too optimistic either. The premium has not turned positive, indicating that mainstream funds in the market are still avoiding risk or adjusting their positions; during this time, don't rush to catch falling knives.
This feels a bit familiar; without a nod from the U.S. market, it’s indeed difficult for the market to show significant improvement. Instead of guessing whether this is a "golden pit", it’s better to wait for the premium to turn positive and for sentiment to warm up before taking action. Are people still holding on stubbornly, or have they already lightened their positions and are on the sidelines? #Coinbase #Crypto #宏观分析 $BTC

El Salvador's recent actions are indeed steady, the Bitcoin Diploma 2.0 course is set to be fully rolled out in public schools, and even the textbooks have been printed. This is no longer just about buying and holding coins; it is fundamentally about conducting financial education's 'intergenerational penetration'.
From the perspective of fundamental research, this kind of operation that integrates Bitcoin into the national education system directly engraves consensus into the genes of the next generation. Compared to short-term price fluctuations, this long-term talent pool and payment habit cultivation is the real ace up the sleeve. When a country's young people consider wallet operations as common knowledge from an early age, the premium space brought by this 'national consensus' cannot simply be compared to reducing Gas fees. This move is a typical open strategy, trading time for space, and the fundamental logic for the next few years is clearly set to take another leap. #BTC #Bitcoin #萨尔瓦多 $BTC

BlackRock just transferred 1514 BTC and more than 20,000 ETH to Coinbase, this operation is very on point.
From the on-chain data, this large deposit is likely in response to institutional clients' redemptions, or the big boss thinks the short-term position has arrived, moving assets to the exchange to prepare ammunition. Especially those more than 20,000 Ethereum, in the current liquidity environment, if this asset is directly dumped into the secondary market, the short-term selling pressure should not be underestimated.
Don’t be fooled by the fact that the market hasn’t started to plunge yet; such movements by whales are often a prelude to a storm. This is a classic “hand-off warning”; everyone should hold back for now and wait until the flow of funds becomes completely clear before acting, don’t rush to catch the big boss’s flying knife. #BlackRock #Coinbase #链上分析 $BTC $ETH

The SEC has finally opened a small back door, approving WisdomTree's tokenized money market funds to be traded at a par of $1 during the day, without having to wait for the closing net asset value, significantly improving settlement efficiency.
This wave of regulatory exemptions is quite favorable, appearing to provide convenience while actually being a significant boon for the RWA sector. The SEC is starting to accept the logic of on-chain high-frequency settlement, which is equivalent to moving the massive liquidity pool of traditional finance one step closer to blockchain. Although everyone may currently be more concerned about which meme coin has doubled, this kind of compliance infrastructure penetration is the long-term "rainmaker", and on-chain liquidity will only continue to thicken.
Traditional institutions are quietly building the roads; we shouldn't just focus on exchanging in Meme pits, this serious compliance pump is worth keeping an eye on. #WisdomTree #SEC #RWA #加密市场分析 $BTC

Bostick's recent comments are a typical example of high-level cold water pouring. He believes that even though production efficiency has improved now, the Federal Reserve cannot ease up on inflation, fearing that in solving the current small problems, they might trigger long-term issues.
The underlying message from this guy is very clear: don't expect the Federal Reserve to quickly turn dovish just because of a bit of good news. The market's expectations for interest rate cuts are always overly optimistic, leading Federal Reserve officials to repeatedly come out and keep everyone grounded. The macro-level game is still in a tug-of-war, and liquidity hasn't reached the point of true flooding yet; everyone needs to be a bit patient with their positions.
Is this feeling familiar to everyone? Every time there's a rebound, it gets disrupted by the Federal Reserve's "hawkish words and actions". I suggest watching more and acting less; don't rush to shoot all your bullets. Do you think this wave is genuinely weak or deliberately shaking out positions? #macroeconomics #FederalReserve #通胀 $BTC $ETH

The market value of tokenized U.S. Treasuries has officially crossed the $10 billion mark, and this data from Token Terminal indicates that institutional participation has shifted from mere slogans to real capital.
This wave of RWA narrative is running more steadily than expected, as bringing U.S. Treasuries, as a fundamental asset, onto the blockchain essentially lays the foundation for the cryptocurrency market. Institutional funds are keeping an eye on the Federal Reserve's interest rate trends while treating on-chain U.S. Treasuries as a 'safe haven' that balances yield and liquidity. Although retail investors are indifferent to such low-volatility assets, they are a ballast for long-term major investors. Now that on-chain liquidity is becoming increasingly 'regularized,' seasoned investors must adapt to this macro transmission that requires both security and flexibility; the underlying logic has changed, and this wave is quite stable. #RWA #Macro #Treasury $BTC $ETH

The famous 'Strategy opponent plate' whale just cleared its short positions in BTC and ETH after holding them for two days, and quickly flipped to invest $12 million in BTC long positions.
This guy has always had a keen sense; just two days ago, he finished harvesting one wave, and now he's making a quick turn. It’s highly likely that he’s judging that the short-term macroeconomic bearishness has landed, and liquidity is starting to have a breather. From the perspective of chips, this wave of profit-taking and flipping is very decisive, indicating that the support below is stronger than expected. Even the old foxes have started to operate in reverse, suggesting that the bearish momentum has been mostly released, and retail investors should be cautious about trying to push the top hard at this moment, as they might get directly blown up by this wave of rebound.
Do you think this wave is a real bottom, or is the whale trying to lure in more buyers? #macroeconomic analysis #whale dynamics #加密货币 $BTC $ETH

Step Finance, SolanaFloor, and Remora announced a direct "pull the plug" closure after the hacker attack in January, mentioning they would provide buyback compensation for STEP holders.
This kind of "dissolution after being hacked" is all too familiar for veteran investors. A quick look at the on-chain inventory shows that the protocol's liquidity has already been mostly drained, and the current buyback announcement feels more like a way to placate the community and allow the remaining funds to exit "gracefully." Everyone needs to closely monitor the chip movements at the buyback address to see if real cash is being taken over, or if it's just an opportunity to harvest one last wave of liquidity, which raises questions. Once a well-established player in the Solana infrastructure, this outcome is indeed a tear of an era. #Solana #DeFi

This big shot, who has been going against the strategy for a long time, has finally gone short and conveniently built a long position of 12 million dollars in BTC. This action was so quick that it makes one question life. Just a couple of days ago, the profits from short positions were completely wiped out, and now they immediately go long, indicating that the bearish momentum from this pullback has basically been fully released.
This typical "smooth turnaround" of a giant whale is often a signal of an emotional turning point. Retail investors are still nervously staring at the K-line and shouting for a drop, while the big shot has already started quietly buying at the bottom. From the perspective of market positioning, this "long-short switch" at such a key position is very likely to trigger a small-scale short squeeze.
We old holders need to understand that whales never eat the tails of fish; their entry into the market clearly indicates they smell the aroma of a rebound. Whoever still clings to their short positions at this point is likely to contribute to the profits of the big shot. #cryptocurrency #巨鲸动态 $BTC $ETH

Hyperliquid 24-hour transaction fees have surpassed $947,000, directly leaving Solana's $685,000 behind, which is quite absurd in terms of capital attraction.
From on-chain signals, Hyperliquid has already become a hub for this wave of volatility. This rate performance indicates that funds in the market are not only lining up but also trading at an alarming frequency, it's simply a liquidity black hole. The surge of meme coins on Solana has surprisingly lost to an application chain in terms of transaction fees, which indicates a shift, showing that large funds and quantitative institutions are moving towards a more efficient battleground.
Such a spike in fees usually signifies that the battle between bulls and bears is reaching a boiling point, with greed nearly maxed out, be cautious of short-term volatility risks, and don’t accidentally become stepping stones for the big players. How far do you think this narrative can run? #Hyperliquid #Solana #DeFi #OnChainAnalysis $HYPE

The Federal Reserve finally intends to remove the "reputational risk" sword of Damocles hanging over banks. If this proposal is implemented, it means that banks will no longer have to be overly cautious when opening accounts for cryptocurrency companies, fearing to be labeled with the "reputational impact" tag.
Previously, the "debanking" situation was suffocating, but now the gaps in compliance are widening, which is absolutely a timely relief for companies in the sector. From a macro perspective, this is a typical regulatory easing, essentially clearing obstacles for liquidity, reducing the resistance for funds to enter, and naturally aligning the long-term logic. However, don’t rush to heavily invest; the old money tends to have slow efficiency in decision-making, and the benefits of this news will take some time to filter through. How much new capital do you think this will attract? #Fed #CryptoNews $BTC $ETH

The liquidator of Terraform Labs has finally taken action against Wall Street giant Jane Street, accusing them of insider trading before the collapse of Terra.
This matter, which was once thought to be just an algorithmic mechanism's death spiral, now seems to have further developments, and the situation is quite intense. Initially, everyone thought LUNA's zeroing was purely a result of the algorithmic mechanism, but now it appears that these top market makers likely sensed the trouble and retreated early, while also profiting from the retail investors. This is a typical case of 'the big players eat the retail investors, and then the liquidators come to take from the big players.' The old foxes of Wall Street are certainly not clean.
Although this cross-year lawsuit does not have any substantial impact on current macro liquidity, it reminds us that in extreme market conditions, the rules are often set for those without chips. As for those retail investors hoping to recover their losses through lawsuits, they may just have to watch the spectacle. #Terra #JaneStreet