华尔街在逃韭菜

Animoca's backdoor listing plan has fallen through: talks with NASDAQ-listed company Currenc broke down, and both sides have directly halted negotiations. The rumor that was floated last November is now gone. However, the old boss is still insisting, saying they are still looking for a big firm to get re-listed again. Translate this: valuation couldn’t be agreed on, or the other party thinks the Web3 assets are too insubstantial. In any case, don’t have retail investors rushing to fantasize good news—backdoor listing failure is like a bucket of cold water on second-tier sentiment. Watch what it does next for real actions.

$BTC $ETH #Animoca #Web3

Counterfeit season signals are officially triggered. Glassnode data has switched from BTC to the alt season, and today the whole market is following along to the upside. The narrative rotation is here, but don’t rush to go all-in—make sure you’re backing the one with real capital to take over, or you’ll just be carrying someone else’s sedan. This wave’s risk-reward ratio needs to be calculated precisely.

$BTC $ETH #Altseason #Glassnode

Haven't seen it this crazy in a month. The Fear & Greed Index is up to 78 today, reaching “Extreme Greed” for the first time.

Last time it was at this level was last month, and after that the broader market went sideways for three full weeks. When retail FOMO kicks in, it’s often when smart money starts distributing. Don’t chase—wait for a pullback first.

$BTC #Fear & Greed Index

V God personally steps in front of the crowd; Trueo migrates from Base to the Ethereum mainnet—and praises it as “moral, not company trash.” Looks like another formidable player has squeezed into the prediction market track. With more and more projects leaving Base, will L1 seize the narrative authority this round? Whether liquidity is enough to hold up the momentum is the key.

$ETH #Ethereum #PredictionMarket

OpenAI calls for global AI safety standards, and also warns against building fully autonomous self-iterating systems. You’ve been working hard to outdo everyone else at full speed—now you’re thinking about hitting the brakes? After the AI narrative hype cycle is over, the money should flow back to the broader macro picture.

$BTC

US mortgage lending is now so strict that only “perfect credit” gets approved, and existing home sales have directly hit a 31-year low.

On the surface it’s a real estate story, but in reality it’s ordinary people’s credit pipeline being choked off. If money can’t flow into the housing market, don’t expect the consumer end to take over. In this environment, the Federal Reserve can’t afford to stay tight—BTC and others are waiting for a liquidity turning point.

$BTC #美联储 #macro

Diamond prices have fallen through the floor this century—De Beers would have to go silent. Natural diamonds are being rubbed against laboratory-grown diamonds; at their core, the “narrative of consensus scarcity” has collapsed—just like some old coins: once supply and demand loosen, you can’t tell the story anymore. Don’t rush to bottom-fish—this thing has neither an ETF to back it up nor the Fed to bail it out.

$BTC

Bessent suddenly said he wants China and the U.S. to work on AI with a “common goal and common threat,” and the fact that this came out of the U.S. Treasury Secretary’s mouth in itself is already surreal. He was talking about bottlenecking chips just before, and then right after he wants to talk about a shared vision—at the end of the day, it’s still because AI is burning cash too hard for anyone to go it alone. If the U.S. and China really do shake hands on AI, the tech stocks and the compute-power narrative could get another leg; but if it turns into yet another round of talk, the market won’t buy it. Don’t get carried away—first, see whether there are any actual moves.

$BTC $ETH #中美关系 #AI

Cramer has done it again—like, in the opposite way 🤡
On August 3rd, he said he was afraid quantum computing would crash the market, so he would sell all his Bitcoin—back then it was only 63,000. Now it’s 87k, and in 49 days it’s up 38%. The contrarian indicator is rock solid like a loyal old dog.
Next time he tells you to sell, remember to buy the dip. Take advice from others and you’ll be well-fed—but don’t listen to Cramer.

$BTC #Bitcoin

Over $1.2 trillion a day is being pumped into U.S. stocks—this isn’t a rate-cut expectation; it’s liquidity sprinting ahead. Stock investors get the meat first, while the crypto market is still waiting for that trickle of ETF inflows. Risk appetite is back, but the funds are being poured into traditional pools first—whether BTC can rally depends on the Fed-funds/dollar mood. Don’t rush it; transmission takes time. What’s scary is if the U.S. stock market party ends with a pile of broken eggs.

$BTC $ETH

It’s 87,000. Just this one push—how many people who cut at 81,000 last week are now wanting to smash their phones. The macro has not changed, and the ETF hasn’t stopped. This sell-off is driven entirely by emotion scaring itself. Don’t chase; wait for the pullback. These whole-number levels are always a meat grinder.

$BTC

Solana is a so-called meme chain. Solstice CEO speaks directly: the root of crypto is cypherpunk, and going against conventional finance is the real underlying spirit. Put simply, memes are just the entry point—the ones who actually get to the table are those who quietly build the infrastructure projects. Solana isn’t short on narratives; what it lacks are people willing to endure the cycles. If you mock it now, you might not be able to afford to join in the next round.

$SOL #Solana #Meme

SOL+4.40%

Encrypted PAC Fairshake smashing $30 million to target Democratic Senator Sherrod Brown in Ohio for his 2026 re-election. This old guy is notorious for being an anti-crypto hardliner—back in the day, he didn’t hold back from throwing obstacles in the industry’s way.

Now it’s the crypto world’s turn to make him pay. The midterm election hasn’t even started yet, but ad space has already been snapped up. Those people in Washington should take note: when you move the crypto cake, the votes and the cash fly together.

$BTC

Multicoin co-founder Kyle Samani fires another shot: in this cycle, Solana’s market cap will surpass Ethereum. The reason is one sentence—“Right now, nobody is actually using Ethereum.”

Half of what Old Kyle says is faith and half is talk. SOL’s TPS and ecosystem do indeed outclass ETH, but ETH is lying back and collecting L2 rent, and the ETF is still pulling in money. If ETH wants to turn things around, first it has to see whether this round of liquidity gives it face.

$SOL $ETH #Solana #Ethereum

SOL+4.40%

Trump directly addresses Senate Republicans: scrap the drawn-out debate—strike first to be strong, otherwise if Democrats take power they’ll do it first, and Republicans won’t be able to win in the future.

Same old playbook. Once the nuclear option is introduced, Washington is left with a winner-take-all dynamic. The fiscal deficit and the debt ceiling become simple majority votes, and it’s even easier to open the floodgates.

In the short term, the dollar’s credibility has been repeatedly rubbed the wrong way; the safe-haven narrative still depends on how BTC performs.

$BTC #Macroeconomics

BTC is now able to exchange for 20 ounces of gold, and the ratio is 19.8. Back in February it was only 12; it’s already bounced 65%, but it’s still half way from the historical peak of 40 ounces. Haven’t really seen hedging funds fully recognize it yet—don’t rush to call it digital gold.

$BTC

Within an hour, Binance net buy orders surged to $618 million; BTC broke through 85K, and more than 400 million short positions were liquidated in one wave.

This move is a squeeze setup. Spot ETFs are still accumulating, and leveraged shorts have become the fuel. Don’t rush to chase the price— the Federal Reserve hasn’t signaled a dovish shift yet, and this kind of violent rally is often a short-term sentiment peak.

$BTC #Bitcoin

Michael Saylor's Strategy Bitcoin holdings have unrealized profits reaching $8.75 billion.

Back then, he was mocked all the way as a “bag holder.” Now his face has been slapped so hard it’s swollen. This is the toughest faith monetization in the macro cycle—those who can hold on will naturally be awarded by the market.

$BTC

Musk threw another bomb again, and SpaceXAI directly rolled out Grok 4.7, calling it the latest flagship model. With Old Man Ma’s pace, the AI space is hard-pressed to get into a close-quarters fight with OpenAI. The crypto AI narrative is probably about to borrow this wind to hype up again—but don’t get too carried away yet. A big company’s release doesn’t mean it’s already deployed on-chain. If you’re chasing the price, make sure to check the risk-reward ratio, and don’t end up as the bag holder.

$AI $BTC #Grok #AI