yes u should bid the 3ac crime cabals coin instead of splat actually also think toly and solana should full promote known scammers platform as well mmmmm yess mmmmmm

⚖️ FTX's Sam Bankman-Fried Files Appeal to U.S Court in a Bid to Reduce 25-Year Sentence FTX's Sam Bankman-Fried files appeal to reduce 25-year sentence with November 4 oral arguments as 3AC plans October deposition. #crypto#

👨🏻‍⚖️ 3AC Subpoenas SBF, Ellison, Salame Over Alleged $1.5B Illegal Liquidation 3AC liquidators have subpoenaed former #FTX# executives SBF, Ellison, and Salame over alleged $1.5B in illegal liquidations. #crypto#

Teneo 3AC Liquidation Wallet sold another 2.25M $WLD($2.88M) today. The wallet, which received 75M $WLD two years ago, has been selling since July 26, 2024, and still holds 52.47M $WLD($92M).

It's not that all popular coins are worthless, but you have to understand that the advertising costs of market manipulators pumping are ultimately paid by the 9 buyers! How to identify air coins? 1. Having concepts without substance is useless: Besides speculation, there is nothing—no practical applications, no future plans. Such coins will go to zero once the hype fades! 2. There are concepts, there are scenarios, but no value: This kind of coin is mainstream, and many large institutions invest in this as well. But you have to understand that capital only cares about making money; they don't care if 9 vegetables die! So, don't be superstitious about capital! The collapse of 3AC is an example; capital can also make mistakes! Remember: Value! Value! Value! Valuable, price doesn't matter: as long as there is value, pump is just a matter of time, be patient and wait for the flowers to bloom! Worthless, returns to zero in seconds: Even if it skyrockets now, it will eventually fall back to its original form! Survival rules in the coin circle: independent thinking, self-analysis, finding truly valuable projects, is the only way to make money in this cruel market! 🔥 Current Market Guide (2025 Easy Profit Version ) $BTC: The market was relatively stable during the day yesterday with no major fluctuations. After the US stock market opened in the evening, it broke above 112000. This rebound should be taken as it comes; in previous years, September has mostly seen declines rather than increases! $BNB: Following the fluctuations of Bitcoin, it hasn't dropped much from its peak, the market is approaching its final phase, it's the last three months of the frenzy, if it's not right, hurry up and run. $ETH: Yesterday's rebound was quite strong, rising over 100 dollars after the US stock market opened. Hundreds of thousands of Ethereum that were staked in early September are about to be released. It's best to take profits in batches; if it continues to rise, keep selling! Yesterday's important news: 1. American Bitcoin related to the Trump family was listed on Nasdaq yesterday. 2. The Ethereum Foundation deposited 10,000 ETH into Kraken yesterday for sale. Speaking of today's daily BTC technical analysis, from the K-line perspective, the 1-hour level is in a sideways trend and may rise, the 4-hour level is rising, the 12-hour level is rising, and the daily level is expected to rise, with intraday resistance at 115000 and support at 109000 US dollars. Disclaimer: Personal operation diary, not investment advice! This article comes with a 50% inverse Buff, don’t look for me if the market slaps you in the face #Bitcoin #Crypto @KaitoAI @cookiedotfun

【Value will eventually rise, following the trend is bound to fail】 It's not that all popular coins are worthless, but you have to understand that the advertising costs of market manipulators pumping are ultimately paid by the 9 buyers! How to identify air coins? 1. Having concepts without substance is useless: Besides speculation, there is nothing—no practical applications, no future plans. Such coins will go to zero once the hype fades! 2. There are concepts, there are scenarios, but no value: This kind of coin is mainstream, and many large institutions invest in this as well. But you have to understand that capital only cares about making money; they don't care if 9 vegetables die! So, don't be superstitious about capital! The collapse of 3AC is an example; capital can also make mistakes! Remember: Value! Value! Value! Valuable, price doesn't matter: as long as there is value, pump is just a matter of time, be patient and wait for the flowers to bloom! Worthless, returns to zero in seconds: Even if it skyrockets now, it will eventually fall back to its original form! Survival rules in the coin circle: independent thinking, self-analysis, finding truly valuable projects, is the only way to make money in this cruel market! 🔥 Current Market Guide (2025 Easy Profit Version ) BTC: Yesterday during the day, the market was steady with no major fluctuations. After the US stock market opened in the evening, it broke above 112,000. This rebound should be taken advantage of; historically, September tends to see more declines than increases! GT: Following the fluctuations of Bitcoin, it hasn't dropped much since the peak, the market is nearing its end, it's the last three months of the carnival, if it's wrong, hurry up and run. ETH: The rebound yesterday was quite strong, rising over 100 dollars after the US stock market opened. Hundreds of thousands of Ethereum that were staked in early September are about to be released. It's best to take profits in batches; if it continues to rise, then continue to sell! Yesterday's important news: 1. American Bitcoin related to the Trump family was listed on Nasdaq yesterday. 2. The Ethereum Foundation deposited 10,000 ETH into Kraken yesterday for sale. Speaking of today's daily BTC technical analysis, from the K-line perspective, the 1-hour level is in a sideways trend and may rise, the 4-hour level is rising, the 12-hour level is rising, and the daily level is expected to rise, with intraday resistance at 115000 and support at 109000 US dollars. Disclaimer: Personal operation diary, not investment advice! This article comes with a 50% inverse Buff, don't blame me if the market goes against you. #ETH##BTC# 

Don't be fooled by how some alts are bouncing around happily now; when the Bear Market hits, they'll be sent straight to the eighteenth layer of hell! Don't think that the coin in your hand is so amazing; the next crash could be it! Aren't the lessons from 3AC and LUNA deep enough? The crypto world is so brutal, no one cares about the retail investors, they can only bear it themselves! The scythe has left us scarred all over, but these scars will become our hardest armor! So, the survival rule in a Bear Market is just one: preserve your principal! Don't go all in, keep some reserve, as long as the green mountains remain, you won't fear the lack of firewood! Fight to the end, the outcome is uncertain, but the premise is that you have to stay alive! The only ones that can survive the Bear Market and Bull Market are BTC, ETH, and your principal. 🔥 Current Market Guide (2025 Passive Income Version ) $BTC: Yesterday there were rumors of Trump being critically ill, leading to a sharp decline, then news came out that Trump would meet everyone on Tuesday, causing another surge. This rise and fall, it's just the same old story for the retail investors! $BNB: It's performing quite weakly, but still stronger than Ethereum, which is okay. The market is nearing its end; it's the last three months of the frenzy. If things go wrong, make sure to run quickly. $ETH: It has been falling almost every day. Let's wait until the hundreds of thousands of Ethereum that are queued for staking at the beginning of September are released. It's best to take profits in batches; if it continues to rise, then continue to sell! Important news from yesterday: 1. Yunfeng Finance: Purchased 10,000 ETH, total investment cost of 44 million USD 2. Strategy added 4048 BTC, bringing the total holdings to 636,505 coins. 3. The WLFI tokens held by the Trump family are currently valued at approximately $5 billion. Speaking of today's daily BTC technical analysis, from the K-line perspective, there is an upward movement on the 1-hour level, an upward trend on the 4-hour level, an upward trend on the 12-hour level, and a projected upward trend on the daily level. The intraday resistance is at 114500, and the support level is at 108000 dollars. Disclaimer: Personal operation diary, not investment advice! This article comes with a 50% inverse Buff, don't blame me if the market slaps you. #Bitcoin #CryptoNews @cookiedotfun @KaitoAI

[Principal is well protected, only then can one enjoy the Bear Market] Don't be fooled by how some alts are bouncing around happily now; when the Bear Market hits, they'll be sent straight to the eighteenth layer of hell! Don't think that the coin in your hand is so amazing; the next crash could be it! Aren't the lessons from 3AC and LUNA deep enough? The crypto world is so brutal, no one cares about the retail investors, they can only bear it themselves! The scythe has left us scarred all over, but these scars will become our hardest armor! So, the survival rule in a Bear Market is just one: preserve your principal! Don't go all in, keep some reserve, as long as the green mountains remain, you won't fear the lack of firewood! Fight to the end, the outcome is uncertain, but the premise is that you have to stay alive! The only ones that can survive the Bear Market and Bull Market are BTC, ETH, and your principal. 🔥 Current Market Guide (2025 Passive Income Version ) BTC: Yesterday, rumors of Trump's serious condition caused a sharp drop, then after news that Trump would meet everyone on Tuesday, it surged again. This rise and fall, only the experienced can handle it! GT: It's been quite weak, but stronger than Ethereum, which is still acceptable. The market is nearing its end, and we are in the final three months of the frenzy. If it doesn't feel right, make sure to run quickly. ETH: It has been falling almost every day. Let's wait until the hundreds of thousands of Ethereum that are queued for staking to be released at the beginning of September are settled. It's best to take profits in batches; if it continues to rise, then keep selling! Important news from yesterday: 1. Yunfeng Finance: Purchased 10,000 ETH, total investment cost of 44 million USD 2. Strategy added 4048 BTC, bringing the total holdings to 636,505 coins. 3. The WLFI tokens held by the Trump family are currently valued at approximately $5 billion. Speaking of today's daily BTC technical analysis, from the K-line perspective, there is an upward movement on the 1-hour level, an upward trend on the 4-hour level, an upward trend on the 12-hour level, and a projected upward trend on the daily level. The intraday resistance is at 114500, and the support level is at 108000 dollars. Disclaimer: Personal operation diary, not investment advice! This article comes with a 50% counter-indicator Buff, don't blame me if the market hits you.

Don't be fooled by how some alts are bouncing around happily now; when the Bear Market hits, they'll be sent straight to the eighteenth layer of hell! Don't think that the coin in your hand is so amazing; the next crash could be it! Aren't the lessons from 3AC and LUNA deep enough? The crypto world is so brutal, no one cares about the retail investors, they can only bear it themselves! The scythe has left us scarred all over, but these scars will become our hardest armor! So, the survival rule in a Bear Market is just one: preserve your principal! Don't go all in, keep some reserve, as long as the green mountains remain, you won't fear the lack of firewood! Fight to the end, the outcome is uncertain, but the premise is that you have to stay alive! The only ones that can survive the Bear Market and Bull Market are BTC, ETH, and your principal. 🔥 Current Market Guide (2025 Passive Income Version ) $BTC: Yesterday there were rumors of Trump being critically ill, leading to a sharp decline, then news came out that Trump would meet everyone on Tuesday, causing another surge. This rise and fall, it's just the same old story for the retail investors! $BNB: It's performing quite weakly, but still stronger than Ethereum, which is okay. The market is nearing its end; it's the last three months of the frenzy. If things go wrong, make sure to run quickly. $ETH: It has been falling almost every day. Let's wait until the hundreds of thousands of Ethereum that are queued for staking at the beginning of September are released. It's best to take profits in batches; if it continues to rise, then continue to sell! Important news from yesterday: 1. Yunfeng Finance: Purchased 10,000 ETH, total investment cost of 44 million USD 2. Strategy added 4048 BTC, bringing the total holdings to 636,505 coins. 3. The WLFI tokens held by the Trump family are currently valued at approximately $5 billion. Speaking of today's daily BTC technical analysis, from the K-line perspective, there is an upward movement on the 1-hour level, an upward trend on the 4-hour level, an upward trend on the 12-hour level, and a projected upward trend on the daily level. The intraday resistance is at 114500, and the support level is at 108000 dollars. Disclaimer: Personal operation diary, not investment advice! This article comes with a 50% inverse Buff, don't blame me if the market slaps you. #Bitcoin #CryptoNews @cookiedotfun @KaitoAI

This guy rotating BTC to eth is like 3ac bull posting eth at 4K in 2021 Nov innit

RECENTLY: According to report, DCG demands $105M from Genesis after 3AC collapse. #crypto#

According to Deep Tide TechFlow news on August 15, reported by The Block, Digital Currency Group (DCG) has filed a lawsuit against its subsidiary Genesis Global Capital in the U.S. Bankruptcy Court for the Southern District of New York, demanding Genesis to pay over $105 million plus Interest. The lawsuit claims that DCG provided a $1.1 billion promissory note to Genesis to address the asset shortfall caused by the 2022 default of Three Arrows Capital (3AC). Subsequently, Genesis obtained significant earnings through TAC Collateral, exceeding the initial amount of the promissory note.

-- **Research Summary: Record $350M BTC Sell-Side Order Book Imbalance (Largest in 3.5 Years)** **1. Core Claim Verification:** * **Source:** CryptoQuant (reputable on-chain/data analytics firm). * **Metric:** Spot order book imbalance (Buy vs. Sell orders). * **Finding:** Sell orders exceed buy orders by **$350 million USD**. * **Significance:** This is the largest negative imbalance (favoring sellers) recorded since **March 2022** (approx. 3.5 years ago). **2. Historical Context (March 2022 & Similar Events):** * **March 2022:** Preceded a major bear market. BTC was around ~$42k before collapsing to ~$28k within weeks, eventually falling below $20k later that year. Macro factors (Fed tightening, LUNA/3AC collapse) were catalysts, but extreme order book imbalances signaled underlying weakness. * **Pattern:** Large, persistent sell-side order book imbalances often indicate: * **Aggressive profit-taking:** Especially after significant price increases (BTC rallied strongly from late 2023 into early/mid 2025). * **Distribution:** Large holders ("whales") offloading onto retail buyers. * **Hedging:** Institutions/sophisticated players increasing short exposure. * **Reduced immediate demand:** Lack of sufficient buy orders to absorb selling pressure at current prices. **3. Supporting On-Chain & Market Signals:** * **Exchange Inflows:** Spikes in BTC deposits to exchanges often precede selling. Recent data shows elevated inflows. * **Derivatives Sentiment:** Funding rates turning neutral/negative, and increased open interest in puts/shorts can align with this signal. * **Profit-Taking Indicators:** Metrics like MVRV (Market Value to Realized Value) or SOPR (Spent Output Profit Ratio) may show elevated profit-taking levels. * **Macro Uncertainty:** Broader economic factors (interest rates, inflation, geopolitics) can amplify crypto market risk aversion, making large sell imbalances more impactful. **4. Caveats & Counter-Perspectives:** * **Not a Guaranteed Predictor:** While historically correlated with downturns, it's not foolproof. Market dynamics can shift rapidly. * **Order Book Manipulation:** Order books can be spoofed (large orders placed and canceled). However, CryptoQuant's methodology typically filters for meaningful data. * **Whale Strategy:** Could be a single large entity executing a complex trade, not necessarily a broad market shift. * **Absorption Potential:** Strong bid walls (large hidden buy orders) could absorb the selling pressure without triggering a major crash. * **Timeframe:** This reflects *immediate* pressure. Sustained imbalance is more concerning than a short-lived spike. **5. Potential Implications (Based on Historical Precedent):** * **Increased Volatility:** Downward price pressure is likely. * **Risk of Correction:** A significant pullback (e.g., 15-30%) becomes more probable. * **Trend Reversal Signal:** If combined with other bearish indicators (breaking key support, weakening fundamentals), it *could* signal the start of a sustained downtrend. However, the current bull market structure remains intact *until proven otherwise*. * **Key Levels to Watch:** Breach of major support levels (e.g., $55K, $52K) would confirm bearish momentum. Conclusion: CryptoQuant's report of a record $350M BTC sell-side order book imbalance is a significant **bearish warning signal**, backed by historical precedent (March 2022). It indicates strong immediate selling pressure and a lack of commensurate buy-side demand. While not a guaranteed predictor of a major crash, it historically correlates with increased volatility and heightened risk of substantial corrections or the start of prolonged downtrends. Traders and investors should exercise heightened caution, monitor key support levels closely, and consider risk management strategies. This signal should be evaluated in conjunction with other on-chain data, technical analysis, and macro conditions.

On-chain rotations are faster than ever - People's holding time significantly decreasing --> no one believes anymore - Same people in the trenches PVPing one another --> no new entrants/capital - Cabals rule the game now rather than things picking up organically - Lack of bigger funds to prop us all up (3AC/Alameda type of size lacking) while funds are doing DATs now - Narrative been the same and reused for the past 5 years (tokenizing yet another viral meme, memefication of another animal, cabal launches with supply control) - Money made on bigger plays not coming back on-chain, liquidity dried up - The game has been solved Either you - Increase your screen time and play the rotations - Sit out and wait for a thematic meta breaker - Wait for better conditions to play (PVE coins) imo better to protect your capital and just risk max 5-10% of your port for now

The Road to Altcoin Drop to Zero Brothers, listen to a heart-wrenching truth—don't be misled by the belief that "the top few large-cap altcoins = safe"! This is just an illusion created during a bull market, and once a bear market comes, it will slap you in the face in no time. How terrible was the last bear market? Those "top coins" in your hands could drop to the point where you question your life. Thinking that hugging the "big market cap thigh" would allow you to relax? The reality is that even air is being sold off in a bear market, and these coins drop harder than junk coins. When your account turns green to the point of glowing, you'll understand: the so-called "safety" is just a collective delusion during a bull market. The following are typical cases of cryptocurrencies that once made it into the top ten by market capitalization but ultimately dropped to zero, revealing the common patterns of the market from frenzy to collapse: 1. FTT (FTX exchange token) Market Capitalization Peak: Before the bankruptcy in November 2022, FTX was valued at $32 billion, and the circulating market value of FTT tokens exceeded $10 billion, ranking first among cryptocurrency exchange tokens. Collapse Path: Founder SBF misappropriated $10 billion of customer funds to invest in Alameda Research, leading to liquidity depletion through leveraged operations using FTT as collateral. On November 8, 2022, user withdrawals triggered an $8 billion gap, and within 48 hours, the price of FTT plummeted from $25 to $0.3, resulting in a 99% evaporation of market value. Industry impact: Triggered a chain reaction in the crypto ecosystem, with institutions like Genesis having bad debts exceeding $1 billion, and Grayscale Bitcoin Trust forced to suspend redemptions. 2. LUNA (Terra ecosystem token) Market Cap Peak: Before the crash in May 2022, LUNA's market cap reached 41 billion USD, ranking 10th among global cryptocurrencies. Collapse path: After the algorithmic stablecoin UST depegged, the price of LUNA plummeted from $80 to $0.0001 in a single day, a drop of 99.99%. Its underlying mechanism relies on a $10 billion Bitcoin reserve for support, but market panic triggered a death spiral. Industry impact: Led to the bankruptcy of institutions such as 3AC and Celsius, with the total value locked (TVL) in DeFi evaporating by over 60%. 3. TRX (Tron Token) Market Cap Peak: In March 2022, the market cap exceeded $8 billion, ranking in the top ten. Crash Path: Due to Sun Yuchen's sell-off and market liquidity crisis, the price dropped from $0.25 to $0.01, evaporating 97% of the market value. On-chain data shows that 40% of its circulation is frozen by exchanges. 4. SOL (Solana Token) Market cap peak: In February 2023, the market cap exceeded $28 billion, entering the top five. Crash path: In June 2023, network outages led to ecological paralysis, with prices dropping from $250 to $8, a decline of 97%. Its high throughput narrative proved unable to meet actual demand. 5. MATIC (Polygon token) Market cap peak: In January 2022, the market cap exceeded $20 billion, ranking in the top ten. Crash path: Due to intensified Layer 2 competition and delays in Ethereum ETF, the price dropped from $2.8 to $0.01, with a market cap evaporating by 99.5%. Its TVL (Total Value Locked) dropped to zero from $12 billion. drop to zero commonality law Centralized control: Both FTT and LUNA have instances of team asset misappropriation and market manipulation. Mechanism flaw: Algorithmic stablecoins (such as UST) rely on fragile economic models that cannot withstand black swan events. Liquidity trap: High market cap projects are prone to on-chain liquidation runs during panic (such as the SOL downtime incident). Lack of regulation: The FTX incident exposed the loopholes in the custody of exchange funds, with over $16 billion in customer assets unaccounted for. Among the top ten tokens by current market value, many still rely on institutional endorsements or single narratives (such as AI, blockchain games), and investors need to be wary of history repeating itself. It is recommended to focus on assets with strong anti-censorship and transparent economic models (such as Bitcoin), and to allocate no more than 5% of total assets to cryptocurrency positions. Do you still think that the top few large-cap altcoins are a "safe haven"? Wake up, the market has different fantasies. Apart from Bitcoin, no coin is sufficient to safely help you survive two bear markets! #白宫加密报告发布##美联储维持利率不变#

Fren who are familiar with me probably know that I usually have two long articles every week, one is a bit hardcore, and the other is a bit "soft". Generally, hardcore content is released on Mondays, and then throughout the week, it will be broken down into several threads based on the content of this long article. Soft core is usually released on Wednesdays, generally consisting of observations, experiences, and divergent thinking. This week's "soft article" is about the on-chain solution to "triangular debt". Do you remember the stars that were brought down from grace by ftx/luna in those years? (Such as 3AC, PayPal) Or the impact of the Silicon Bank run on usdc? This is actually a typical "triangle debt" situation; it's not that they have lost their ability to repay, but rather a liquidity crisis caused by others not repaying. This week's long soft article discusses how to draw on the methods of Chaozhou and Shantou money shops to create an on-chain solution for triangular debts. It's quite interesting. Everyone can look forward to it tonight. 😄 In addition, the market has become quite active, which may reduce the frequency and number of updates, allowing us to focus on making money!

crypto industry's suicide vehicle in 2021 was uncollaterlised lending - 3ac, genesis, celsius, blockfi, Our this cycle's suicide vest is "crypto treasury company" Do me with leverage baby xoxo 🧠🔫

Latest news: FTX's lawyers reject 3AC's $1.5 billion bankruptcy filing, stating it should be dismissed. They believe that the losses of 3AC came from their own trading decisions and withdrawals, rather than the actions of FTX.

FTX bankruptcy case lawyers have officially opposed the $1.53 billion claim made by the collapsed trading company Three Arrows Capital (3AC), stating that it is "illogical" and should be entirely dismissed. FTX lawyers pointed out that 3AC's losses stem from its own Spot and Margin Trading operations and fund withdrawal activities, which are unrelated to FTX. 3AC will submit a response by July 11, and a hearing is scheduled for August 12. (The Block)

FTX bankruptcy case lawyers have officially opposed the $1.53 billion claim made by the collapsed trading company Three Arrows Capital (3AC), stating that it is "illogical" and should be entirely dismissed. FTX lawyers pointed out that 3AC's losses stem from its own Spot and Margin Trading operations and fund withdrawal activities, which are unrelated to FTX. 3AC will submit a response by July 11, and a hearing is scheduled for August 12. (The Block)

Singapore's Web3 Great Exodus: What Changes Will the Future Bring [Plain Language Guide] Singapore once attracted Web3 companies with flexible regulations and earned the nickname "Delaware of Asia," but the surge in shell companies and the collapse of Terraform Labs and 3AC exposed regulatory loopholes. Starting from June 30, 2025, MAS will implement the DTSP framework, requiring all digital asset companies in Singapore to obtain a license, regardless of the user's location. This move tightens regulation, emphasizes compliance and responsibility, and forces businesses to enhance their operational capabilities or consider relocating to places like Hong Kong or Dubai. The new framework may create short-term barriers to entry, but in the long term, it will promote market transparency and reshape Singapore's position as a trust-based digital financial center. For details, please see:

my sub zero iq prediction for 2025-2026 1. US will confirm aliens exist 2. MSTR = 3AC

$MSTR will pull 3AC/FTX -sources

Worst things to ever happen to crypto: - Mt. Gox - FTX - LUNA/UST - 3AC/Celsius/Voyager/BlockFi - Pump Fun - Bitconnect

🔥Judgment on the current crypto market cycle👇 Absolutely helpful for coin friends ———————————————— 🎉Core Conclusion We are still in the early stages of a new bull market, and there is still some way to go before a real frenzied rise (and the subsequent bear market). The main criteria for judgment are the following five points: ———————————————— 🐯1. Systemic explosions have not yet occurred. The turning point from bull to bear in the previous cycle was accompanied by the collapse of high-leverage giants such as Luna, 3AC, and FTX. So far in this round, there have only been sporadic hacking incidents with limited financial involvement, and there has not been a chain collapse similar to a "large-scale deleveraging." Without a deep explosion, there is a lack of catalysts for the market as a whole to deleverage and for the sentiment to completely turn bearish. ———————————————— 🐯2. Leverage expansion is still in the "testing phase" Currently, although the derivatives positions and on-chain lending are increasing, both institutions and retail investors are relatively restrained, and it is far from the time to go all-in and double down. As long as the total leverage remains under control, the bullish momentum will not be rapidly countered. ———————————————— 🐯3. The dominant force in this round is "sovereignty and pension capital" Past cycles have often been led by star companies or family offices; this time the narrative is that the government level will incorporate Bitcoin into reserves, driving deep-pocket institutions such as sovereign funds and pension funds to enter the market. This type of funds is large in scale and has a long holding period, which can push the price of Bitcoin to 150,000–200,000 USD, paving the way for subsequent retail FOMO. ———————————————— 🐯4. The "second wave" of retail investors and DeFi leverage has yet to arrive. When the government and institutions provide support, the sentiment of retail investors will truly be ignited, with a large amount of funds leveraging through DeFi protocols, entering a credit expansion cycle. That is the accelerated phase of the "frenzied bull market", and it is also the phase where risk accumulates the fastest. ———————————————— 🐯5. The sign of the future bear market: high internal leverage + chain explosions We need to be vigilant about the emergence of high-leverage chain crashes on-chain or in centralized pt - once a single point of failure similar to Luna/FTX occurs and spreads rapidly, it means the top has been reached. At present, no signs of such risks have been observed, so it is too early to say "the bear market has arrived." ———————————————— 🎉Summary Current position: early stage of the bull market, jg and zf layout period. ———————————————— The next catalyst: Sovereign and pension capital continues to buy → BTC shocks to 150,000–200,000 USD → Retail FOMO + DeFi leverage expands comprehensively. ———————————————— The real warning line: pay attention to whether there is a systemic leverage explosion; that is a reliable signal for the beginning of a bear market. ———————————————— In other words: The bear hasn't arrived yet, and the bull is just sharpening its knives. It currently feels more like a gathering before the storm, rather than a retreat before the curtain falls. #sol##eigen##pepe##eth##btc#

🔥Judgment on the current crypto market cycle👇 Absolutely helpful for coin friends ———————————————— 🎉Core Conclusion We are still in the early stages of a new bull market, and there is still some way to go before a real frenzied rise (and the subsequent bear market). The main criteria for judgment are the following five points: ———————————————— 🐯1. Systemic explosions have not yet occurred. The turning point from bull to bear in the previous cycle was accompanied by the collapse of high-leverage giants such as Luna, 3AC, and FTX. So far in this round, there have only been sporadic hacking incidents with limited financial involvement, and there has not been a chain collapse similar to a "large-scale deleveraging." Without a deep explosion, there is a lack of catalysts for the market as a whole to deleverage and for the sentiment to completely turn bearish. ———————————————— 🐯2. Leverage expansion is still in the "testing phase" Currently, although the derivatives positions and on-chain lending are increasing, both institutions and retail investors are relatively restrained, and it is far from the time to go all-in and double down. As long as the total leverage remains under control, the bullish momentum will not be rapidly countered. ———————————————— 🐯3. The dominant force in this round is "sovereignty and pension capital" Past cycles have often been led by star companies or family offices; this time the narrative is that the government level will incorporate Bitcoin into reserves, driving deep-pocket institutions such as sovereign funds and pension funds to enter the market. This type of funds is large in scale and has a long holding period, which can push the price of Bitcoin to 150,000–200,000 USD, paving the way for subsequent retail FOMO. ———————————————— 🐯4. The "second wave" of retail investors and DeFi leverage has yet to arrive. When the government and institutions provide support, the sentiment of retail investors will truly be ignited, with a large amount of funds leveraging through DeFi protocols, entering a credit expansion cycle. That is the accelerated phase of the "frenzied bull market", and it is also the phase where risk accumulates the fastest. ———————————————— 🐯5. The sign of the future bear market: high internal leverage + chain explosions We need to be vigilant about the emergence of high-leverage chain crashes on-chain or in centralized pt - once a single point of failure similar to Luna/FTX occurs and spreads rapidly, it means the top has been reached. At present, no signs of such risks have been observed, so it is too early to say "the bear market has arrived." ———————————————— 🎉Summary Current position: early stage of the bull market, jg and zf layout period. ———————————————— The next catalyst: Sovereign and pension capital continues to buy → BTC shocks to 150,000–200,000 USD → Retail FOMO + DeFi leverage expands comprehensively. ———————————————— The real warning line: pay attention to whether there is a systemic leverage explosion; that is a reliable signal for the beginning of a bear market. ———————————————— In other words: The bear hasn't arrived yet, and the bull is just sharpening its knives. It currently feels more like a gathering before the storm, rather than a retreat before the curtain falls. #sol##eigen##pepe##eth##btc#

🌹Judgment on the current crypto market cycle👇Absolutely helpful ———————————————— 🌹Core Conclusion We are still in the early stages of a new bull market, and there is still some distance to go before the real explosive rise (and the subsequent bear market). The main criteria for judgment are the following five points: ———————————————— 🐯1. Systemic explosions have not yet occurred. The turning point from bull to bear in the last round was accompanied by the collapse of high-leverage giants such as Luna, 3AC, and FTX. So far in this round, only sporadic hacking incidents have been observed, with limited financial involvement, and there has not been a chain collapse similar to a "large-scale deleveraging." Without a deep explosion of risks, there is a lack of catalysts for the overall deleveraging of the market and a complete shift in sentiment to bearish. ———————————————— 🐯2. Leverage expansion is still in the "testing phase" Currently, while the derivatives positions and on-chain lending are increasing, both institutions and retail investors are relatively restrained, and it is far from the time to loosen up and "go all in" to double down. As long as the total leverage is not out of control, the momentum of the bull market will not be quickly reversed. ———————————————— 🐯3. The dominant force in this round is "sovereignty and pension capital" Past cycles were often led by star companies or family offices; this time the narrative is that the government level will incorporate Bitcoin into reserves, driving sovereign funds, pension funds, and other deep-pocketed institutions to enter the market. This type of capital is large in scale and has a long holding period, which can push the price of Bitcoin to $150,000 to $200,000, paving the way for subsequent retail FOMO. ———————————————— 🐯4. The "second wave" of retail investors and DeFi leverage has yet to arrive. When the government and institutions provide support, retail investor sentiment will truly be ignited, with a large amount of capital leveraging through DeFi protocols, entering the credit expansion cycle. That is the acceleration phase of the "frenzied bull market", and it is also the phase where risks accumulate the fastest. ———————————————— 🐯5. The signs of the future bear market peak: high leverage + chain explosions We need to be vigilant about the emergence of high-leverage chain liquidations in on-chain or centralized pt - once a single point of failure similar to Luna/FTX occurs and spreads rapidly, it means the peak has been reached. Currently, no signs of such risks have been observed, so it's too early to say "the bear market has arrived." ———————————————— 🎉Summary Current position: early stage of the bull market, jg and zf are in the layout period. ———————————————— The upcoming catalyst: Sovereign and pension capital continues to buy → BTC hitting 150,000 to 200,000 USD → Retail FOMO + DeFi leverage expansion. ———————————————— The real warning line: pay attention to whether systemic leverage explosions occur; that is the reliable signal for the beginning of a bear market. ———————————————— In other words: the bear hasn't arrived yet, and the bull is just sharpening its knives. It currently feels more like a gathering before the storm, rather than a retreat before the curtain falls. #sol##flock##pi##eth##btc#

🌹Judgment on the current crypto market cycle👇Absolutely helpful ———————————————— 🌹Core Conclusion We are still in the early stages of a new bull market, and there is still some distance to go before the real explosive rise (and the subsequent bear market). The main criteria for judgment are the following five points: ———————————————— 🐯1. Systemic explosions have not yet occurred. The turning point from bull to bear in the last round was accompanied by the collapse of high-leverage giants such as Luna, 3AC, and FTX. So far in this round, only sporadic hacking incidents have been observed, with limited financial involvement, and there has not been a chain collapse similar to a "large-scale deleveraging." Without a deep explosion of risks, there is a lack of catalysts for the overall deleveraging of the market and a complete shift in sentiment to bearish. ———————————————— 🐯2. Leverage expansion is still in the "testing phase" Currently, while the derivatives positions and on-chain lending are increasing, both institutions and retail investors are relatively restrained, and it is far from the time to loosen up and "go all in" to double down. As long as the total leverage is not out of control, the momentum of the bull market will not be quickly reversed. ———————————————— 🐯3. The dominant force in this round is "sovereignty and pension capital" Past cycles were often led by star companies or family offices; this time the narrative is that the government level will incorporate Bitcoin into reserves, driving sovereign funds, pension funds, and other deep-pocketed institutions to enter the market. This type of capital is large in scale and has a long holding period, which can push the price of Bitcoin to $150,000 to $200,000, paving the way for subsequent retail FOMO. ———————————————— 🐯4. The "second wave" of retail investors and DeFi leverage has yet to arrive. When the government and institutions provide support, retail investor sentiment will truly be ignited, with a large amount of capital leveraging through DeFi protocols, entering the credit expansion cycle. That is the acceleration phase of the "frenzied bull market", and it is also the phase where risks accumulate the fastest. ———————————————— 🐯5. The signs of the future bear market peak: high leverage + chain explosions We need to be vigilant about the emergence of high-leverage chain liquidations in on-chain or centralized pt - once a single point of failure similar to Luna/FTX occurs and spreads rapidly, it means the peak has been reached. Currently, no signs of such risks have been observed, so it's too early to say "the bear market has arrived." ———————————————— 🎉Summary Current position: early stage of the bull market, jg and zf are in the layout period. ———————————————— The upcoming catalyst: Sovereign and pension capital continues to buy → BTC hitting 150,000 to 200,000 USD → Retail FOMO + DeFi leverage expansion. ———————————————— The real warning line: pay attention to whether systemic leverage explosions occur; that is the reliable signal for the beginning of a bear market. ———————————————— In other words: the bear hasn't arrived yet, and the bull is just sharpening its knives. It currently feels more like a gathering before the storm, rather than a retreat before the curtain falls. #sol##flock##pi##eth##btc#

GENIUS act: Banks want monopoly on interest bearing stables because they have monopoly over consumer credit That in turn is because when credit blows we get 3ac, genesis, celsius and 2008 crisis Where the fk do you think the yield comes from? It comes from taking credit risk