0xNorthCap

$ETC is抽什么风？

LDO única escolha $LDO

Ethereum went completely crazy
After surpassing 4000, it became even crazier
#山寨季何时到来？ #eth

vaca leiteira
Acumular moedas e pronto. Contar histórias não serve para nada. Quantos investidores ainda querem ouvir você contar histórias sobre seu projeto? Seu próprio protocolo não consegue gerar receita e você ainda fala sobre consenso, certo?
Voltemos ao básico !
$AAVE $ldo #pendle #Hyperliquid

#卡尔达诺稳定币提案
Stablecoin explosion DeFi flywheel is about to start
You should lay out more now $AAVE pendle ldo

Currently, the macro narrative is about the game between recession and interest rate cuts, but recession is definitely a prerequisite for triggering the conditions for interest rate cuts, which is also the reason for the downward bearish logic at present. However, shorting is quite difficult because it's hard to bet whether the market will reach the previous highs before the real panic of recession begins.

From a micro short-term perspective, for example, last Friday's 97800 was actually only 300 points higher than the 97500 I mentioned, but there weren't many who dared to short at that time because the gradual rise of 1000-2000 points broke many people's expectation that 95 was the top, disrupting trading plans and causing uncertainty and panic.

Although we are currently in a downward range, as I mentioned yesterday regarding the support around 92, 92 would be a higher probability opportunity for a flat position to go long, but when it really reaches that point, bulls might start hesitating whether to wait until 88, while bears might think at least they should wait for a rebound back to 95 before making a decision. Opportunities are lost in this indecisiveness. Of course, you can choose to only trade in large range certainties, but you have to endure loneliness to preserve prosperity. #BTC

This position should see a fake rebound
$BTC $90000
$ETH $1800
$SOL $150
When everyone thinks the bull market is returning quickly
Another drop will completely shatter the public's mentality
Then the second phase of the bull market will truly begin
#MichaelSaylor暗示增持BTC

The biggest problem in the crypto world right now is strategic confusion, with a bleak and unclear outlook. Apart from the logic of casinos and payments, there isn't much value for the time being; what exists is just a large amount of pseudo-demand, which is also the reason for the failure of VCs in this market cycle. After all, the original intention of VCs should be value discovery, but if the industry itself has no value, how can anyone discover it? 🤷 #BTC

In the next market cycle, whoever can lead everyone through the fog to achieve value discovery will be the next crypto emperor. Whoever can clearly answer where the crypto world is headed will be the leader of the crypto space.

Recent status of the cryptocurrency industry:
1. Binance's coin listings have become chaotic, with rapid listings for spot contracts and IDOs; the quality of new projects is increasingly outrageous, and the reference market cap for spot listings has dropped to 100 million USD;
2. Small coins listed are entering a wave of rug pulls/bankruptcies, with K-line flash crashes and disappearing liquidity. One reason is that the overall environment is so poor that it’s really hard to make money, and another is that previous BN spot shells were very valuable, so project teams were willing to maintain them with real money during the bear market. Now, the frenzy of listing trash coins has completely diluted the value of the shells, so project teams are also unwilling to maintain them, leading to K-line breaks without hesitation.
3. The cryptocurrency market is entering a demand deflation period, meme coins are cooling off, new narratives and paradigms are lacking, retail investors are experiencing aesthetic fatigue towards trash assets, and there is insufficient endogenous demand in the industry; ETH, SOL, and BNB are all facing this issue.
4. Being held hostage by U.S. macroeconomic conditions, if U.S. stocks crash, BTC will definitely crash, and if BTC crashes, ETH and a host of small coins will certainly crash even harder.
#BTC

Recent status of the crypto industry:
1. Binance's listing has become chaotic like a matcha tea house, the spot contract IDO listing speed is lightning fast, the quality of new projects is becoming increasingly absurd, and the reference market cap for spot listings has dropped to 100 million USD;
2. Small coins listed on exchanges are entering a rug pull/closure wave, K-line flash crashes + liquidity disappears. One reason is that the overall environment is so poor that it's hard to make money, and another reason is that previously, BN's spot shells were quite valuable, so project teams were willing to maintain them with real money during the bear market. Now, the rampant listing of trash has completely diluted the shell's value, so the project teams are also unwilling to maintain them, and K-lines can just break down.
3. Crypto is entering a demand contraction phase, meme coins are losing steam, new narratives and paradigms are lacking, retail investors are experiencing aesthetic fatigue towards junk assets, and there is insufficient endogenous demand within the industry; ETH, SOL, and BNB are all facing this issue.
4. Being held hostage by U.S. macroeconomic conditions, if U.S. stocks crash, BTC will definitely crash, and if BTC crashes, ETH and a bunch of small coins will definitely crash even harder.

Este é um panorama da distribuição de liquidez de liquidação do mercado de futuros neste período!

Esta semana é pouco provável que o ritmo de queda e oscilações continue, principalmente porque a liquidez acumulada no mercado de futuros já é suficiente para uma oscilação em uma faixa maior;

A liquidez de vendas concentrada em 89000 é muito densa, enquanto a liquidez de compras em 79500 é relativamente solta, mas uniforme;

Os dois totais estão próximos, portanto, pode-se supor que, na ausência de uma forte oferta ou demanda no mercado à vista, o mercado de futuros realizará uma liquidação espontânea, começando pela área de 79500, mais próxima do preço atual, seguida pela área de 89000, o ponto alto do canal de alta;

Se esta semana ocorrer uma queda para 79000, seguida por uma violenta recuperação para 89000, não ficarei surpreso, pois a maioria das oscilações ocorre assim:

Confirmação real da alta volatilidade nos limites superior e inferior da faixa, seguida por pequenos testes de oscilação nos limites superior e inferior da faixa, e, finalmente, a oferta e demanda se consomem mutuamente, reiniciando a alta volatilidade para a batalha final;

Ou seja, se nas próximas 2 semanas ocorrerem oscilações de alta volatilidade, então a saída do atual intervalo (95000~78000) e o início da próxima tendência não estarão longe!
#BTC

The explanations of ETH in the Chinese community are mostly technical. The true cultural core of crypto is the belief in decentralization, which determines its lower limit. BTC essentially represents the decentralized meme king. ETH not only wants to retain its decentralized attributes but also aims to achieve true utilization, while unwilling to cater to the hot money of the US dollar, making short-term pressure inevitable.

To wear the crown, one must bear its weight
#eth

Latest developments in DeFi

BlackRock's BUIDL fund has expanded to Solana

Chainlink partners with Abu Dhabi Global Market to develop a compliant tokenization framework in the UAE

Sonic announces the development of a high-yield algorithmic stablecoin with an annual interest rate of up to 23%

Beraborrow launched its token POLLEN and plans to conduct a public sale on Fjord Foundry on March 28. Just days ago, Beraborrow's private sale sold out in just 10 minutes

The final testnet for Ethereum Pectra upgrade has been launched

dYdX launched its token buyback program. 25% of net protocol fees will start being allocated to monthly DYDX buybacks

Hyperliquid launched ETH spot trading. Additionally, the exchange was attacked earlier this week due to market manipulation

Berachain liquidity proof went live

Resolv announced plans to expand to new blockchains and add BTC as a supporting asset for its stablecoin

CARV launched Infinite Play—a data-driven engine that rewards gamers while collecting data for game developers

Rysk Finance launched a new DeFi primitive that unlocks early yields on any asset

WorldLibertyFi announced plans to launch its own stablecoin

Kernel DAO (the project behind Kelp DAO) released its airdrop checker

Fidelity Investments, with assets under management of $5.8 trillion, has applied to establish an on-chain U.S. Treasury fund

Polymarket has increased support for deposits in Solana

This year will inevitably be a year where all market participants collectively demystify the narratives of various industries...

I think it's a good thing, it will be harder for everyone to cut off in the future...
#GameStop将比特币纳入储备资产

The cryptocurrency world is a cycle of constantly telling stories and then being falsified...

The winners are always those who can tell new stories...

In this industry, I currently only believe in one story, and that is the one told by Satoshi Nakamoto...

The total amount of stablecoins in the cryptocurrency market is around 200 billion dollars;

But the total market capitalization of all cryptocurrencies is 2.8 trillion, that's right, 2800 billion...

Don't you feel something is off?

The M2 money supply in dollars is around 20 trillion, while the total market capitalization of U.S. stocks is only over 60 trillion...
#美国加征关税

Hoje, o volume de contratos em toda a rede atingiu o maior nível desde o início de março (10,833 bilhões de dólares), o saldo de BTC nas exchanges atingiu o menor nível desde o início de março (2,205,906.42 unidades),
O ETF de BTC à vista teve entradas líquidas contínuas por 6 dias desde a segunda-feira passada, enquanto o ETF de ETH à vista teve quase saídas líquidas contínuas este mês (apenas um dia de entrada líquida).
#BTC

$ICP

O vento continuará a soprar de volta para o ecossistema #bitcoin?
Vamos aguardar para ver

#BTC
93 acima, dê um passo de cada vez

A Força Aérea é toda combustível