AB Kuai Dong

I am very glad to meet CZ in Tokyo. This is his return to Japan after 7 years, and during this time, the entire industry has undergone tremendous changes.

At this event, I asked CZ a question: How do you view the on-chain of everything and the tokenization of stocks?

He replied: There have not yet been large-scale coin-stock products on the market. The possible reason is that each country and region has different policies, making it difficult for coin-stock investors to receive dividends and easily redeem stocks. There are also price differences during trading. However, projects on the chain are usually global in nature, which was a significant pain point back then.

Restrict areas or try to solve it?

But he reiterated that the trend of RWA cannot be stopped. $BNB

I was just refreshing the speed of the cow return, why is it that when I opened the exchange

the price is still in the same place, and my order is gone?

$BTC $ETH

Just found out, everyone is talking about Binance on-chain

It's no longer Hyperliquid

But Polymarket

The background of BN's official foray into the prediction market.

The three platforms Polymarket, Kalshi, and Opinion are seeing a trend of increasing open positions and revenue, having reached new highs since the betting frenzy of the Trump election.

Moreover, the proportion of Web2 users and the platform retention rate are extremely high (surpassing the vast majority of crypto DEXs, wallets, and protocols.

The next battleground for various exchanges in early next year: prediction markets.

This should be the first time in history that Binance officially announces an industry blacklist?

Former Spark Digital Capital, Web3Port partner May, and Chinese industry professional Dannie are all included, along with Suki Yang, who previously did research at Pantera and went on to start and incubate projects.

Moreover, this is only a partial disclosure of personnel, it's quite lively.

If it were 4 years ago, a project announced the SEC ended a long-term investigation and published a clear roadmap for 2026, then it would definitely take off.

However, today, 4 years later, it hasn't..$AAVE

Another microstrategy company may be facing delisting.

This summer, the Bitcoin microstrategy company Kindly MD (NASDAQ code: NAKA), which has raised a total of 763 million USD, has been notified by NASDAQ that it faces delisting risk due to its stock price being below 1 USD for 30 consecutive trading days.

The company has accumulated 5,398 Bitcoins, making it the 19th largest Bitcoin public treasury company in the world.

However, as the microstrategy sector in the U.S. cools down, more companies whose main business is accumulating cryptocurrencies are gradually facing the risk of delisting due to sluggish stock prices.

There have even been cases where microstrategy companies, in order to save their listed shell, were forced to sell coins.

Only 15 days left until the end of 2025. Looking back at this year's predictions from these guys for Bitcoin $BTC by the end of the year.

100,000 - Standard Chartered
150,000 - Star player Thompson
170,000 - JPMorgan
180,000 - VanEck
200,000 - Tom Lee
200,000 - Bernstein
250,000 - Old Black Arthur Hayes

Stuck - Me

Ah, this... A popular post was promoted on Xiaohongshu, asking whether to join the Chinese AI company MiniMax with a starting annual salary of 700,000 or the Web3 company Binance with a starting annual salary of 1,000,000.

As a result, both the votes and the comments overwhelmingly suggested going with Web3.

It seems our industry still has a lot of hope,
even many Web2 people think so.

What exactly happened?

Sorry, I passed out again when I opened Binance this morning.

Why is everyone saying it will rise, yet it keeps falling?

ASTER has actually reached 0.79.

Let's talk about the interest rate hike in Japan.

Apart from the announcement of the interest rate change on December 19, the market is particularly concerned about whether the Bank of Japan will continue to raise interest rates. Currently, the interest rate is 0.5%, and after the hike, it would only reach 0.75%.

However, based on what was mentioned earlier, to bring the interest rate back to a neutral range, the market speculates that this round of rate hikes should eventually reach 1.25%, which means betting on three consecutive rate hikes.

The last time Japan raised interest rates consecutively was from March 2024 until January 2025, a period of about 10 months, which raised Japan from a negative interest rate of -0.1% to a final rate of 0.5%.

Currently, Japan is still facing high prices, with inflation exceeding 2% for three consecutive years, and there are constant criticisms from the public regarding the pace of the Bank of Japan's interest rate hikes, which cannot keep up with the inflation rate, resulting in very low actual borrowing costs.

The market is currently digesting the panic of consecutive rate hikes after the initial increase, while December is also the worst time for liquidity due to North American Christmas and year-end holidays, leading to significant market volatility.

This is just a reference, as many factors affect asset prices.

2025 Mo Er Thread
2026 Mo Xiao Man
2027 Mo Er Financial Management
2028 Mo Er Football
2029 Mo Er Evergrande
2030 Mo Er Bonds

Seeing the peers next door doing macro analysis, they have been complaining all day. The reason is not that the data for November is bad, but that one research report is published and another is sealed.

Just noticed that the data statistics chart from Gelonghui has also been taken down..

Witness history tonight?

Spot gold is only 0.8% away from a new high

Grandpas and grandmas seem to be winning again

$PAXG

The financing king public chain Monad, yesterday's on-chain transaction fee income was only 3598 US dollars?

Is this a problem with the DeFiLlama tool, or is it really like this!?$MON

Waking up, I saw Sister Wood say that the crypto market may have hit the bottom.

Then Tom Lee said that his company will never sell ETH.

Yi Lihua said that now is the best buying zone.

Banmuxia hasn't updated their views either and is still maintaining a bullish stance.

Seeing everyone bullish, I feel relieved!

Then I opened my account and looked at the trapped $ETH , and fainted again.

A 21-year-old child was brutally killed by classmates after boasting that his father is the deputy mayor and that he holds cryptocurrency.

Today, there was a shocking news story about a 21-year-old child who, while studying abroad, revealed to his classmates that his father is the deputy mayor and that he owns a certain amount of cryptocurrency. He was subsequently kidnapped, abused, and ultimately killed by his classmates and another individual.

According to police reports: the victim was beaten in a parking lot and then confined in a car where he was tortured for several hours.

During this time, he was repeatedly forced to reveal the passwords to his cryptocurrency wallets. Eventually, after being tortured, he could no longer withstand the pressure and disclosed the passwords to both wallets, after which the suspects transferred all the money from the wallets.

However, even after obtaining the money, the two kidnappers still abandoned the victim in the back seat of the car, set the vehicle on fire, and destroyed the evidence.

Recent frequent kidnapping incidents indicate that robberies targeting cryptocurrency holders are becoming increasingly common.

Tokyo is a very magical place

The largest buffet in Tokyo is Ginza Happo
And it is a Chinese restaurant

Famous Michelin restaurants LOsier Shiseido, Robuchon
They are all French cuisine

Google Maps search for 4.7, 4.8 rated Sukiyaki restaurants
There is a chance that the front-row recommendation is Haidilao

The bento shops in large stations with long queues
Must have one that sells buns

Even though the complaints about Hong Kong are increasing

This is still a place that I admire in Hong Kong

The average compensation per incident is 290,000