2025 wake up in the crypto world, riding the wind and breaking the waves
August 13, 2025 17:33
Clear logic can help us stand firm in the crypto world forever. In the spring of 2025, Bitcoin (BTC) quietly broke through $100,000. As of August 13, 2025, the latest price is around $120,000. Bitcoin has never been officially recognized as "legal tender" or "official reserve asset" by any sovereign country (although some countries like El Salvador have attempted legalization, it still remains a "marginal experiment" in the overall international financial landscape). Why has it risen so fast? On what basis? Every surge seems to come without warning. But looking back, there are still clues. In 2013, a banking crisis occurred in Cyprus. Banks froze accounts, and depositors found no way to seek help. At that time, capital began to truly flee to Bitcoin for the first time. In 2017, global liquidity was overflowing, ICOs were prevalent, and a group of people became rich by "issuing air," causing Bitcoin to soar to the sky. In 2020, the pandemic spread. The Federal Reserve performed unprecedented unlimited money printing, and institutions finally entered the game, with Bitcoin soaring from $10,000 to $60,000. By 2025, the Federal Reserve stopped raising interest rates, global inflation continued, the debt crisis loomed, geopolitical tensions rose, and capital's risk aversion sentiment surged. Thus, Bitcoin began to climb again. Each of its wild surges seems to be because our confidence in the old order is peeling away, layer by layer. For decades, people widely believed in the "national credit" as a large container. If you trust the country, you trust the currency; if you trust the currency, you trust that the future is secured. But now, taking Europe and the U.S. as examples, every fluctuation and every crisis leads to the same government response: printing money, inflating, intervening. Houses are subject to purchase restrictions, stocks are regulated, and currencies are diluted—people are not buying assets, but rather "things that policies allow you to own." In this structure, Bitcoin has no rivals. It is transparent, cold, and ruthless. It does not promise stability or guarantee appreciation; it is like a mirror that reflects what you truly fear, want to escape from, and desire. In high-inflation countries like Turkey and Argentina, it has become the only means for ordinary people to withstand currency devaluation; in the eyes of European and American institutions, it has become a hedge tool "unrelated to the dollar"; under authoritarian governments and geopolitical divisions, it is a ghost ship for capital transfer. Many believe that Bitcoin is the madness of retail investors and the speculation of young people, a "decentralized" utopia. But those who truly control its rhythm have never been these people. When giants like Grayscale, BlackRock, Bridgewater, and ARK began to allocate Bitcoin, it seemed that people received some inspiration—things beyond the system are also worth using to hedge against the system itself? Inflation is merely the cancer cell of the monetary world, while debt, political interference, and geopolitical conflict are far more lethal. Thus, they chose something that no one owns. It belongs to no one, yet everyone needs it. It is like water—impossible to grasp, yet capable of filling the global anxiety. And while these people quietly build their positions, there are still ordinary people debating: "Is it a scam?" People can never price it with traditional methods. This sounds like a bubble. But in this era, isn't the bubble also the main theme? And people are increasingly inclined to believe in things that do not belong to any country, company, or organization. In an era where promises can turn into "exceptions" at any time, stability itself is scarce. The soaring of Bitcoin actually reflects the weaknesses of human economy and society. Bitcoin, though ruthless, is very honest. Whether people believe it or not, it is there. Nothing is eternal; even beliefs may change, let alone code. Today's price of Bitcoin reflects a certain emotional density of the world. The aftershocks of inflation, the anxiety of debt, the fatigue of the system... all represent the despair that people dare not speak out loud. And the more uncertain the era, the more one needs an anchor that does not ask for affiliation, does not require permission, and does not change. Perhaps Bitcoin is not the answer at all. It cannot solve employment, cannot rebuild trust between people, and has not made this world fairer. But at least it allows us to acknowledge—that in this era, some old logic has reached its end. There are many interesting things in this circle, and each round of bull and bear is very volatile. Global liquidity flows in and out quickly; often when it rises, it surges with great momentum, and when it crashes, it can drag hundreds of coins into the abyss. The wealth effect of this round of altcoins is indeed the weakest. You might still be holding onto spot positions, with TRUMP you chased at $50 in mid-January still in hand, the world coin hanging at $10 at its peak has been halved, and you bought BTT from Sun Ge, which has dropped another zero. Speaking of Sun Yuchen, he has always been a "topic maker" in the crypto world. Previously, he scheduled a lunch with Buffett but canceled at the last minute, being called "Sun Cut" by many, and even the SEC has sued him. But look, he can still carve out a path amidst so much controversy, sending TRON into the U.S. stock market. However, what Sun Cut says can be listened to, but do not approach Sun Cut's coins with faith. There is a fine line between the "evangelist" and the "harvester," and this line is called "trust." Recently, many fans have been asking about whether FIL still has opportunities. Let's take a look at FIL, which was once the leading giant in storage. Believe it or not, three years have passed, and many people are stuck with it, dropping from the peak of $238 in 2021 to the range of $2.5-3 in 2025, with the mining machine market subsequently collapsing. Early mining machines were priced at tens of thousands to hundreds of thousands (such as the 96T mining machine costing about 140,000), and some of its miners were suspected of false advertising, with miners like Hubei Baoxue Cloud exposed for overselling computing power by more than ten times. The actual mining returns for users were far below the promised values, and there were even issues with the transparency of mining machine delivery and operation. Such events severely damaged FIL's market reputation, and institutions and major players generally avoided it, yet the current second-hand mining machine price has dropped to 800 yuan and still no one cares. The daily selling pressure of 500,000 FIL (about $1.25 million) is difficult to sustain in a bear market, leading to liquidity exhaustion, a typical capital harvest! The ideal of FIL's storage revolution is still worth respecting, but as an investment target, it has entered a death spiral. In the wave of financial transformation, one must either become a wave rider or be submerged by the tide! Everyone should have noticed the recent hot topics, with meme launch platforms like pump and bonk rising. Pump first repurchased $2.1 million, expecting an annual repurchase of $200 million; the repurchase is to offload shares on major exchanges. The bonk meme, after a surge from uselss and ani, is close to being halved. Among them, ani is a Musk-concept AI meme. The NFT meme pengu has applied for a U.S. ETF, with strong manipulation, and for low market cap coins, it can be a good time to enter at low prices to eat a few waves. The interplay of faith and structural games intertwines, with institutions and retail investors having different mindsets. During this period, some people will enjoy the enormous compound interest of time. However, due to human greed for more and quicker gains, coupled with various uncertainties, few retail investors can reap the benefits. Therefore, I want to say that the so-called "starting well and finishing well" is never about predicting price points high or low, but whether you have a mature methodology to deal with a bull market. The community chat group has started to become lively and excited these days, as the group is filled with crypto veterans from three to even ten years, who have been consistently dollar-cost averaging into ETH and BNB. This month, without a doubt, the brightest star is ETH. From a long-term perspective, Ethereum's market value has grown 3600 times from 2015 to 2025, reaching $450 billion. At least three epoch-making products have emerged from Ethereum's ecosystem, just like Apple launched the Mac, iPhone, AirPods, and iPad; Ethereum is also the absolute leader in the market. Stablecoins have an annual trading volume of $28 trillion, with over 70% of the trading volume occurring on Ethereum. We all know that Bitcoin and Ethereum will rise again and have value for dollar-cost averaging, but we are still more inclined to adjust our allocation to choose coins with stronger explosive potential and greater space. This bull market will definitely have a "dark horse" coin that is worth cheering for, so let us conspire together! All notifications from the community will be communicated in the group. This month, everything will be open to the public for free. After joining the group, sign in continuously for five days to receive an online lecture account! August is a window for a rhythm advance, and based on the anticipation of interest rate cuts, there will definitely be another good wave opportunity. The article is limited in word count, and I have organized it into a document titled "List of Value Coins to Bottom Fish." Everyone can find the assistant to collect it after joining the community. In 2025, take off the leek hat on your head.