币圈气氛组

Tonight's sudden Bitcoin surge is due to:

5 substantial benefits backed by real assets, all solid information! Tonight, BTC surged nearly $1000 in an hour; this wave is not just hot air, it's real benefits driving the market!

1. The three major U.S. stock indexes opened high collectively, with the Nasdaq hitting a new high directly; the sentiment for risk assets has completely warmed up, and it's no surprise that the crypto market follows suit.
2. Bitcoin spot ETF turned to net inflow yesterday, and institutions have finally started buying in with real money again!
3. U.S. listed company Hyperscale Data (AIXI) just increased their holdings by 38.74 BTC, bringing their total holdings to 421.67 BTC; listed companies are continuing to jump on board!
4. Bank of America recently advised wealth management clients to allocate 1%-4% of their investment portfolio to cryptocurrencies; traditional Wall Street giants are finally loosening their stance!
5. Argentine state-owned oil giant YPF officially announced: they will accept Bitcoin payments! Energy companies backed by the state are getting involved; this is genuine adoption!

Tonight’s wave isn't driven by retail investors shouting signals; it's institutions, listed companies, and state-owned enterprises buying and using together!
Short-term fluctuations don't matter; the larger trend is becoming increasingly clear.

Are you still hesitating to get on board?
I can only say: history won't provide everyone with a second chance to get on board.

#Bitcoin #BTC #加密货币 $BTC

CZ has just stated:

There will be more historical highs in the future, but the exact time is unknown. $BNB

The Federal Reserve officially ends the quantitative tightening (QT) policy!!

Liquidity stopgap: 2.4 trillion withdrawal ends, market funds loosen, risk assets are the first to be affected.

History repeats: After the QT pause in 2019, BTC surged over 170%, altcoins bottomed and rebounded.

Short term: BTC may rebound to 88K, ETH/altcoins follow; beware of BOJ interest rate hike pitfalls.

Long term: The door to QE slightly opens, will the super bull cycle start in 2026? HODL, don't panic! $BTC

CZ:

If you can't hold on, then you won't be rich!
$ASTER

Breaking! The U.S. "Bitcoin Strategic Reserve Act" has been officially submitted to Congress: BTC can be used to pay taxes, and personal income tax is completely exempt!

Brothers, an explosive message just came in!

The "Bitcoin Act" submitted by U.S. lawmakers has officially entered the congressional process, and the core content is dazzling:

✅ The U.S. government will establish a "National Bitcoin Strategic Reserve"

✅ Citizens and businesses are allowed to pay taxes directly with Bitcoin

✅ The portion of taxes paid with Bitcoin is completely exempt from capital gains tax (personal income tax 0%!)

✅ Holding government-recognized Bitcoin reserves will also receive special tax benefits

Compare this to Japan: profits from trading cryptocurrencies incur a 20% personal income tax, and taxes on selling coins have to be converted to yen, which is a huge hassle.

This move by the U.S. directly upgrades Bitcoin from a "speculative asset" to a "quasi-sovereign reserve currency" level, with tax treatment more favorable than cash in U.S. dollars!

Once the bill passes, the U.S. will become the first superpower in the world to truly incorporate Bitcoin into the national fiscal system.

Wall Street is celebrating, while the Korean and Japanese crypto circles are crying, and the Chinese crypto circle… can only admire silently.

Can you believe it? By 2026, Americans might really be able to pay taxes with BTC, while we are still discussing "whether to recognize Bitcoin as valuable."

A historic moment, a true leap in the crypto world! $BTC

#比特币 #美国比特币储备 #BTC缴税 #

Complete showdown:
Tether holds 87,000 Bitcoins, this time they're really going big!
News confirmed! They really hold 87,296 Bitcoins!

Based on a price of $104,000 per coin, this wave of BTC is worth $9.09 billion, accounting for 5.6% of Tether's total reserves, almost double compared to the same period last year!

The reason this has caused such a stir is because:

S&P just downgraded the stability rating of USDT reserves to "weak", specifically criticizing "too much Bitcoin, too thin a buffer"

Big shot Jason Calacanis publicly urged: Sell everything and switch to US Treasuries!

Tether CEO directly responded: 15% of our earnings are still being used to buy BTC, whatever!

Now the entire market is watching:

Either BTC continues to rise, Tether becomes the most hardcore Bitcoin whale, and USDT faith rises to a new level;

Or one day the coin price halves, a redemption wave hits, will the nightmare of 2022 repeat?

Honestly, holding $9 billion worth of Bitcoin as reserves, this operation is not bold, it's truly insane!

Do you think Tether is stockpiling nuclear bombs, or laying mines for themselves?

The comment section is open for battle, I’m bearish, I’m bullish, whatever, come on!
#Tether #比特币 #USDT $BTC

Just now: BlackRock deposited 2156 BTC into Coinbase Prime, worth approximately $186 million!

Don't panic, this is not a sell-off!
This is the daily creation/redemption settlement process of IBIT (BlackRock Bitcoin Spot ETF), with similar operations occurring almost every week over the past month:

- November 25: 4471 BTC
- November 18: 3300+ BTC
- Today: 2156 BTC

Each large transfer into Coinbase Prime causes market jitters, but historical data tells us: after the transfer, IBIT's holdings still rise, and institutions continue to accumulate Bitcoin.

Institutions treat Bitcoin like long-term government bonds, with short-term fluctuations being just "statements"; the real direction is still upwards. $BTC

#Bitcoin #BlackRock #IBIT #BTC

CZ said four days ago: The market bottom may have already appeared.

Sell when greed reaches its peak, buy when fear reaches its peak.

The situation is bad now, but CZ remains optimistic.
I do too. $ASTER

$币安人生 destined to go to the spot market!!!

(Binance Life) The transition from futures to spot trading is an inevitable trend, determined by the business logic of exchanges and the maturity of the market.

Dear traders:

This meme coin that creates miracles in the futures market will ultimately find its place in the Binance spot trading area. This is not a conjecture, but a necessary result of the market selection mechanism and platform strategy.

1. Futures are the "pre-qualification" for spot trading
The futures market provides high leverage and is a brutal screening ground for testing the true popularity and liquidity of projects.
• Popularity verification: $币安人生 's ongoing high contract trading volume proves its strong market attention and community foundation.

• Liquidity standards: Only liquidity depth that can withstand the impact of high-frequency trading in the futures market has the foundation for stable trading in the spot market.

2. The commercial upgrade strategy of exchanges
For top exchanges, introducing it to the spot market is a key step to maximizing its ecological value:

• Expanding the user base: The spot market can attract medium to long-term users seeking stable investments, expanding their trading scale.

• Improving asset structure: Upgrading high-demand assets that have withstood the tests of the futures market to the spot area is a routine operation for platforms to optimize their asset categories and consolidate market position.

3. The nature of change: from speculation to value reconstruction
The launch of spot trading means: Binance Life will shift from purely high-leverage speculative targets to a market that requires attention to community consensus and long-term holding. This will be its rite of passage as a mainstream asset.

Binance Life's move to the spot market is not accidental but an inevitable evolution as its market heat and vitality reach a certain stage.

Binance founder Zhao Changpeng said:

"No need to panic, Bitcoin will not die." $BTC

$Aster

Anyone can join below 1U! What are you afraid of? This kind of thing is about the medium to long term..

Why didn't I short Bitcoin? Technical logic analysis:

1. Musk's judgment: AI and quantum computing cannot break Bitcoin in the short term.
Musk has clearly stated that artificial intelligence cannot overturn the basic principles of mathematics, nor can it easily crack Bitcoin. The current strongest quantum computer is still far from breaking SHA-256, at least for the next 5 years, there is no need to worry. The mathematical moat is still intact, making the technical premise for shorting invalid.

2. The Trump family is all in on Bitcoin with real money.
The Trump family is clearly making money from Bitcoin, and the regulatory environment is the most favorable for them in history. Eric Trump has built a mine in Texas, deploying 35,000 liquid-cooled servers, producing nearly 9 Bitcoins per day, accounting for about 2% of the global daily output. This is not a joke; it's a family business invested with real money—they will protect the BTC price the more they earn.

3. Comparison of mining patterns: The Trump family "looks large," but is still far behind.
American Bitcoin claims to have 60,000 mining machines, but the actual operating hash rate is only about 24 EH/s, far below:
- MARA ≈ 60 EH/s
- CLSK ≈ 47 EH/s (still expanding rapidly)

The true leading players are more efficient, have lower costs, and expand production faster. The Bitcoin network remains highly decentralized; it is impossible for a single entity to monopolize it, and the real beneficiaries are still these efficient mining giants.

Conclusion:
No technical flaws in the short term + political support in the medium term + family super endorsement + stable mining pattern → The risks of shorting far outweigh the potential gains.

So I won't short Bitcoin; instead, I will continue to hold the following crypto mining/concept stocks: MARA, CLSK, HUT, etc., enjoying the elasticity of stock prices brought by hash rate expansion and policy dividends. $BTC

#Bitcoin #加密矿业 #TrumpCrypto

CZ：

If you cannot hold it, you cannot become rich. $Aster

BNB is back! This wave of Chinese Memes is about to rebound completely! Binance Life, left hand faith $FOUR, right hand miracle $ACT , this is our Jianghu!

In the crypto world, there is a state called - Binance Life.
This is not just a simple term; it represents countless nights of staring at the market, the heartbeat during pinning, and the wait after each all-in.

If "Binance Life" is a great drama, then at this moment, these three characters are the protagonists of the stage:

1. The base color of the plot: 【Binance Life】(The Vibe)
What is Binance Life? It is believing that BNB will burn to new heights even after experiencing the collapse of FTX and the regulatory FUD.
On this largest liquidity stage, the Chinese community is no longer a bystander. We do not just provide liquidity; we are defining what is "hot." From questioning the meme coins, to understanding them, and then to becoming the king of meme coins, this is our process of evolution.

2. The blade that breaks the situation: $ACT (The Action)
If "Binance Life" needs an opportunity to turn around, it is $ACT .
As the shining light of the Chinese AI Meme sector, it has broken the monopoly of the "conspiracy group." Its launch has told everyone: in Binance, the will of the community can overcome all.

3. The eternal totem: $FOUR (The Faith)
Flowing various dogs, the ironclad $FOUR.
No matter where CZ is, that hand gesture of "4" is always the core of the Binance spirit - Ignore FUD, Keep Building.
In the carnival season of Memes, $FOUR is the purest cultural symbol.

This round of the bull market belongs to Chinese Memes, belonging to every "Binance person" who is unwilling to be ordinary.

Get your $ACT (for the explosion) ready, hold on to your $FOUR (for faith), and practice your Binance Life.

Whether it’s getting rich or going to zero, at least we are on the field, and we are filled with hot tears.

#Binance #ACT #FOUR #币安中文 #加密货币 $币安人生

Binance founder Zhao Changpeng stated:

"Although this is an unpopular view, it’s best to sell when greed is at its peak and buy when fear is at its peak."
$Aster $BNB $币安人生

Tether has surprisingly become the world's largest gold "wholesaler" in the third quarter of 2025!

Tether bought 26 tons of gold in one go! This data is quite staggering!

What does this mean? In comparison, during the same period, the People's Bank of China (as a major global gold buyer) purchased 5 tons. This figure from Tether places it at the top of the global gold purchasing list.
We can't help but ask: What is Tether aiming for with such a large-scale accumulation of gold?

Is it a hedge against risk? In the current global economic environment filled with uncertainties, is Tether shifting part of its reserves to gold, which is seen as the "ultimate safe-haven asset," to enhance the reliability of its USDT backing?

Is it positioning for stablecoins? Another possibility is that Tether is preparing to significantly increase the gold backing of its stablecoin market value (such as XAUT). Such a massive gold reserve would provide an unparalleled foundation of trust for its gold-backed stablecoin.
Regardless of the reason, giants in the crypto world are entering the realm of traditional finance on an unprecedented scale. The intersection of gold and digital assets is becoming deeper and deeper!
What do you think? Is Tether's "gold procurement" a stroke of genius or an overexpansion? Feel free to discuss in the comments! 👇

#Tether #黄金 #加密货币 #USDT #金融市场

Explosive! S&P Downgrades USDT to Lowest Tier "5 (Weak)"; 24% of Reserves are High-Risk Assets, Is the Stablecoin Big Brother About to Crash?

Just now, S&P Global has downgraded USDT's stablecoin rating directly to the lowest tier "5 (Weak)!"

The reason is harsh:
24% of USDT's reserves are high-risk assets!
Among them, Bitcoin accounts for 5.6%, which has completely consumed the remaining 3.9% of the excess collateral buffer.

Data speaks:
Circulating volume: $174.4 billion
Total reserve value: $181.2 billion
Collateral ratio from last year's 106.1% → now only 103.9%

What this means is: as long as Bitcoin drops another 20%-30%, combined with corporate bonds and secured loans underperforming, USDT will immediately be under-collateralized, and the 1:1 peg to the dollar will turn into a joke.

S&P's original words: "Any significant market downturn could lead to insufficient reserve coverage."

Tether, of course, disagrees and insists that they have "survived countless bank crises and crashes without dying," even presenting a report showing they made $10 billion this year.
But I just want to ask one question: What does it have to do with us, the holders, that you gamble user money on Bitcoin and junk bonds to earn profits?

This is not just Tether's problem; it's a matter of the entire crypto world's lifeblood.
USDT has a daily trading volume of over $70 billion, supporting DeFi, on-chain lending, cross-border remittances, and emerging market hedging.
If it really unpegs, it would be a trillion-dollar nuclear bomb.

Wake up! The "stability" of the stablecoin big brother is already shaky.

Personal advice:
If you can exchange for USDC, do it quickly; if you can move to a cold wallet, don’t leave it on exchanges; if you can diversify, don’t go all-in on USDT.
The black swan of 2025 may be hidden in that 24% of high-risk assets.

Do you still dare to hold a full position in USDT and lie flat?
Let’s hear your thoughts in the comments. 🔥$usdt $USDC
#USDT #Stablecoin #S&P #Bitcoin #Cryptocurrency

Wow... Scientists believe that the Milky Way is flying through space at a speed of 600 kilometers per second, while slightly shaking, just like fluttering wings in the universe.??!!!