Understanding the current spot positions held by the boss!!!
1. $LINK : The absolute mainnet of the oracle track Why hold it? This wave of price increase has strong logical support, not just emotional speculation. The core reason is that its reserve mechanism has been activated, which is equivalent to the company using its own profits to continuously buy back stocks (LINK) in the secondary market, directly introducing a deflationary model and value capture for the tokens. On-chain data shows that whales are crazily accumulating, having withdrawn over 900,000 tokens from exchanges in three days, which is clearly smart money positioning, not retail behavior. The key is the cooperation with the Intercontinental Exchange (ICE), which transfers top-tier traditional financial data from the NYSE onto the blockchain, directly opening up the trillion-dollar RWA market. This narrative is too big; it is no longer merely an oracle but has become a data bridge between on-chain and off-chain, an essential infrastructure for institutional entry.
2. $UNI : The king of DEX, value is finally returning Why hold it? Its biggest pain point has been solved: the "fee switch" has passed! This means that in the future, when we stake UNI, we can directly share the income generated from the protocol's transaction fees. UNI has transformed from a somewhat useless "voting right" into a productive asset that lays golden eggs, completing a paradigm shift in value accumulation. It is the hardest blue chip in the DeFi space, with a very deep liquidity moat. As long as on-chain transactions are ongoing, it will always be the leader. The current valuation does not yet reflect the cash flow value after fee distribution; it has plenty of Alpha.
3. $ONDO : RWA leader, the official on-chain representative of traditional finance Why hold it? It deals with RWA (real-world assets), simply put, moving government bonds and other securities onto the blockchain. The team comes from BlackRock and Goldman Sachs, professionally engaged in finance, and the products they create are compliant and reliable. In the current high-interest-rate environment, institutions are frantically seeking returns. The tokenized U.S. treasury bonds issued by Ondo offer high and flexible yields, with explosive demand. This track is trillion-dollar level, and it is the one charging at the forefront. The ONDO token is its governance token, and as the ecosystem grows, it will also be able to share protocol income. This is equivalent to laying out an advance layout for traditional large institutions to enter the crypto world, capturing both Beta and Alpha.
If you have any questions, feel free to communicate!!!
Since Monday, Brother Dong has been emphasizing bearishness for this week—the trend is bearish. You just need to short on rallies, and you’ll get a pretty good return.
The brief rebound is just a correction; in the end, it still has to fall. By holding a short from Monday until now, the profit is 14x, for a gain of $7,500.
董叔的小群体$ETH
董叔只做趋势单
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$ETH Midday strategy, bagged 22 points profit. As I mentioned yesterday, the overall trend is bearish; the bounce was just a correction, and ultimately, it's going down.
But that doesn't stop Uncle Dong from taking the crew for a quick long play, making some gains before going short again.
$ETH Midday strategy, bagged 22 points profit. As I mentioned yesterday, the overall trend is bearish; the bounce was just a correction, and ultimately, it's going down.
But that doesn't stop Uncle Dong from taking the crew for a quick long play, making some gains before going short again.
With an initial capital of $8000, I raked in over $5000 just trading Ethereum 🈳. I can only say it was straightforward; I nearly flipped my stack in just one night.
$ETH $BTC Uncle Dong said this week is all about bearish sentiment, shorting on the highs, don’t go against the trend, and stop being foolish thinking about catching the bottom.
Below are the shorts on BTC and ETH that Uncle Dong took with the fans. Double whammy!