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You think AI is getting smarter, but it's actually getting more expensive.
Yesterday morning, DeepSeek crashed again.
The third time.
But this time I saw something different.
"Is the wind coming?"
Not the wind.
It's money starting to flow to the bottom.
"What does that mean?"
You think AI is making money.
In fact, the ones really making money are those who supply power, resources, and build infrastructure for AI.
"Isn't that technology?"
No.
This is an energy business, it's a resource business.
It's the most traditional and also the most profitable business.
————
"So what's the relationship between DeepSeek crashing and making money?"
The relationship is very direct.
It exposed one thing.
AI is not rootless; it consumes real costs.
The third time.
But this time I saw something different.
"Is the wind coming?"
Not the wind.
It's money starting to flow to the bottom.
"What does that mean?"
You think AI is making money.
In fact, the ones really making money are those who supply power, resources, and build infrastructure for AI.
"Isn't that technology?"
No.
This is an energy business, it's a resource business.
It's the most traditional and also the most profitable business.
————
"So what's the relationship between DeepSeek crashing and making money?"
The relationship is very direct.
It exposed one thing.
AI is not rootless; it consumes real costs.
The day before yesterday at dawn, DeepSeek crashed again!!!
The miner's cost line has broken
According to common sense, what should be seen at this time is a wave of mining machine shutdowns, panic selling, and industry lamentation
But this time is different. They have turned to mining AI
Thinking about it, this is quite absurd: just two years ago, there was still a debate about whether Bitcoin is digital gold
Now miners are directly using computing power to feed GPT
Blockchain, AI, RWA, three tracks that should have been parallel
Are colliding in a way that no one anticipated
Sui is upgrading, Binance Alpha is launching new projects, RWA institutions are being established
Individually, these events are not big news, but viewed together, it becomes quite interesting
Infrastructure is still growing, and it's growing very solidly
When the Fear Index is off the charts, it is often the time to remain calm
Prices can be deceiving, but the direction is not.
According to common sense, what should be seen at this time is a wave of mining machine shutdowns, panic selling, and industry lamentation
But this time is different. They have turned to mining AI
Thinking about it, this is quite absurd: just two years ago, there was still a debate about whether Bitcoin is digital gold
Now miners are directly using computing power to feed GPT
Blockchain, AI, RWA, three tracks that should have been parallel
Are colliding in a way that no one anticipated
Sui is upgrading, Binance Alpha is launching new projects, RWA institutions are being established
Individually, these events are not big news, but viewed together, it becomes quite interesting
Infrastructure is still growing, and it's growing very solidly
When the Fear Index is off the charts, it is often the time to remain calm
Prices can be deceiving, but the direction is not.
Today the crypto market is once again in Extreme Fear
But this time I am not worried
The ceasefire in Iran has allowed hot money to flow back
The CLARITY Act has been blocked by bank cards but unexpectedly opened the green light for RWA institutionalization
Southeast Asia's stablecoin payments and leading exchanges are quietly laying the infrastructure
Miners are frantically dumping BTC but are being distracted by AI concept coins
The real signal has never been the candlestick chart
But who is silently turning blockchain into a daily tool
Short-term bearish, long-term value
Don't be swayed by Fear, focus on utility
When everyone is focused on the price
Smart money is already laying out the infrastructure for the next cycle.
#RWA #crypto
But this time I am not worried
The ceasefire in Iran has allowed hot money to flow back
The CLARITY Act has been blocked by bank cards but unexpectedly opened the green light for RWA institutionalization
Southeast Asia's stablecoin payments and leading exchanges are quietly laying the infrastructure
Miners are frantically dumping BTC but are being distracted by AI concept coins
The real signal has never been the candlestick chart
But who is silently turning blockchain into a daily tool
Short-term bearish, long-term value
Don't be swayed by Fear, focus on utility
When everyone is focused on the price
Smart money is already laying out the infrastructure for the next cycle.
#RWA #crypto
Token Economy: Opportunity or Trap?
A set of shocking numbers.
In March 2026, Liu Liehong, the director of the National Data Bureau, presented a set of numbers at the China Development Forum:
100 billion
→
100 trillion
→
140 trillion
The average daily token usage in our country has increased more than
a thousand times in over two years.
Even more exaggerated is that some model companies' revenue has exceeded last year's total in just 20 days.
To be honest, I was stunned for a few seconds when I first saw this number.
It's not because the growth is so astonishing.
In the internet age, we have seen too many stories of exponential growth.
It’s not because the term 'token' suddenly transformed from a technical jargon into an economic indicator that can be discussed at high-level forums.
In March 2026, Liu Liehong, the director of the National Data Bureau, presented a set of numbers at the China Development Forum:
100 billion
→
100 trillion
→
140 trillion
The average daily token usage in our country has increased more than
a thousand times in over two years.
Even more exaggerated is that some model companies' revenue has exceeded last year's total in just 20 days.
To be honest, I was stunned for a few seconds when I first saw this number.
It's not because the growth is so astonishing.
In the internet age, we have seen too many stories of exponential growth.
It’s not because the term 'token' suddenly transformed from a technical jargon into an economic indicator that can be discussed at high-level forums.
The conflict between the US and Israel against Iran has entered around the 30th day
Missiles flew over the Strait of Hormuz
Fluctuating oil prices have quietly increased the gasoline, electricity, and daily expenses of many families worldwide
No matter whether we are in Hong Kong, Shanghai, Europe, or the United States
We can feel the real impact of distant conflicts
Wars are often packaged as 'great powers maintaining order' or 'just wars'
But a closer look reveals that it is more about the game of great powers reshaping influence with strength
In the end, it is often ordinary people who bear the cost:
👉 Rising cost of living
👉 Supply chain disruptions
👉 And a sense of uncertainty about the future
We do not need to rush to take sides
What is truly important is to stay clear-headed:
➢ Focus on the impact of the conflict on our own lives, rather than just watching emotionally charged short videos
➢ Recognize that peace is not simply about not taking sides, but requires multilateral diplomatic efforts, rational dialogue, and support from international mechanisms
➢ In an age of information overload, protecting our judgment and daily life is the most practical contribution to stability
The more complex the world is, the more rationality and restraint are needed
I hope all parties can quickly find a path to de-escalation through negotiations
Let the conflict no longer continue to expand
Let ordinary people's lives have fewer unnecessary waves.
#中东局势
Missiles flew over the Strait of Hormuz
Fluctuating oil prices have quietly increased the gasoline, electricity, and daily expenses of many families worldwide
No matter whether we are in Hong Kong, Shanghai, Europe, or the United States
We can feel the real impact of distant conflicts
Wars are often packaged as 'great powers maintaining order' or 'just wars'
But a closer look reveals that it is more about the game of great powers reshaping influence with strength
In the end, it is often ordinary people who bear the cost:
👉 Rising cost of living
👉 Supply chain disruptions
👉 And a sense of uncertainty about the future
We do not need to rush to take sides
What is truly important is to stay clear-headed:
➢ Focus on the impact of the conflict on our own lives, rather than just watching emotionally charged short videos
➢ Recognize that peace is not simply about not taking sides, but requires multilateral diplomatic efforts, rational dialogue, and support from international mechanisms
➢ In an age of information overload, protecting our judgment and daily life is the most practical contribution to stability
The more complex the world is, the more rationality and restraint are needed
I hope all parties can quickly find a path to de-escalation through negotiations
Let the conflict no longer continue to expand
Let ordinary people's lives have fewer unnecessary waves.
#中东局势
I just finished reading Larry Fink's (CEO of BlackRock) latest shareholder letter and want to share my thoughts.
The crypto world is constantly shouting about using DeFi to overturn Wall Street.
But the big boss of Wall Street has directly flipped the table.
Essentially saying: you don't need to overturn us; I'll take the underlying technology myself.
In the letter, he compared tokenization and digital wallets to how the internet took down the postal system back in the day.
Moreover, he cleverly raised the banner of capitalism not benefiting enough workers.
Did the capital giant suddenly become benevolent? Don't be naive.
This is actually BlackRock seeing through the cards: through asset tokenization and digital wallets, they can completely bypass traditional banks and brokerages, directly stuffing their financial products (like the BUIDL fund) into the smartphones of billions of ordinary people worldwide.
Look at the backend data.
Their digital asset management scale has quietly reached 15 billion USD.
The BUIDL has long firmly held the position of the largest tokenized fund in the world.
We are stabbing each other over a few percentage points in funding rates for meme coins on-chain.
They are using EVM code to lay down new channels for global capital clearing.
This is the harsh reality of 2026.
RWA is no longer just a few geeks' self-indulgent experiment.
It has become a heavy weapon for regular troops to harvest global liquidity.
If you're still asking in the group which new coin can surge, you really should wake up.
The biggest whale has already brought the excavator to your doorstep; if you can't even understand the flow of funds at the base level, you won't even qualify to be fuel for institutions in the future.
#贝莱德IBIT比特币持有量反超灰度GBTC
The crypto world is constantly shouting about using DeFi to overturn Wall Street.
But the big boss of Wall Street has directly flipped the table.
Essentially saying: you don't need to overturn us; I'll take the underlying technology myself.
In the letter, he compared tokenization and digital wallets to how the internet took down the postal system back in the day.
Moreover, he cleverly raised the banner of capitalism not benefiting enough workers.
Did the capital giant suddenly become benevolent? Don't be naive.
This is actually BlackRock seeing through the cards: through asset tokenization and digital wallets, they can completely bypass traditional banks and brokerages, directly stuffing their financial products (like the BUIDL fund) into the smartphones of billions of ordinary people worldwide.
Look at the backend data.
Their digital asset management scale has quietly reached 15 billion USD.
The BUIDL has long firmly held the position of the largest tokenized fund in the world.
We are stabbing each other over a few percentage points in funding rates for meme coins on-chain.
They are using EVM code to lay down new channels for global capital clearing.
This is the harsh reality of 2026.
RWA is no longer just a few geeks' self-indulgent experiment.
It has become a heavy weapon for regular troops to harvest global liquidity.
If you're still asking in the group which new coin can surge, you really should wake up.
The biggest whale has already brought the excavator to your doorstep; if you can't even understand the flow of funds at the base level, you won't even qualify to be fuel for institutions in the future.
#贝莱德IBIT比特币持有量反超灰度GBTC
Don't go staring at those jumping local dog markets
The real trump card of Wall Street has just been revealed
Visa officially announces it has become the first super validator node for Canton Network
Many people have no sense of this news, thinking that the big companies are just engaging in some vague strategic cooperation
If you dig into the underlying logic of Canton, you'll understand that this is a privacy network tailored entirely for regulated finance
Traditional banks have been stuck in a deadlock for the past few years
They are extremely envious of the blockchain's second-level settlement efficiency, but absolutely dare not touch the public ledger
Putting details of interbank transfers and large client fund management on a browser for the whole network to scrutinize is equivalent to commercial self-destruction for financial giants
They want the efficiency of decentralization, but also absolute business confidentiality, plus a set of compliance interfaces that can be checked by regulators at any time
Canton has just stitched together this extremely perverse "want it all" scenario
A global payment giant like Visa is personally stepping in to become a Super Validator
Making their attitude clear: Blockchain has already jumped out of the toy stage for crypto natives
They are now truly using this technology to reconstruct the underlying pipelines of global payments
Now the whole network is speculating on RWA and tokenization
Just casually finding a contractor to put an asset on-chain is actually of no technical significance
The real threshold lies in where these traditional assets worth hundreds of billions or even trillions are settled on the table
The market logic of 2026 has changed
The rough tactics of DeFi summer, relying on throwing money to attract participants, have completely turned the page
What is currently unfolding is a pure institutional-level infrastructure melee
If your understanding is still stuck in cutting liquidity with retail investors, you will eventually be drained of liquidity by these regular troops who are crushing down dimensions.
#Visa #RWA
The real trump card of Wall Street has just been revealed
Visa officially announces it has become the first super validator node for Canton Network
Many people have no sense of this news, thinking that the big companies are just engaging in some vague strategic cooperation
If you dig into the underlying logic of Canton, you'll understand that this is a privacy network tailored entirely for regulated finance
Traditional banks have been stuck in a deadlock for the past few years
They are extremely envious of the blockchain's second-level settlement efficiency, but absolutely dare not touch the public ledger
Putting details of interbank transfers and large client fund management on a browser for the whole network to scrutinize is equivalent to commercial self-destruction for financial giants
They want the efficiency of decentralization, but also absolute business confidentiality, plus a set of compliance interfaces that can be checked by regulators at any time
Canton has just stitched together this extremely perverse "want it all" scenario
A global payment giant like Visa is personally stepping in to become a Super Validator
Making their attitude clear: Blockchain has already jumped out of the toy stage for crypto natives
They are now truly using this technology to reconstruct the underlying pipelines of global payments
Now the whole network is speculating on RWA and tokenization
Just casually finding a contractor to put an asset on-chain is actually of no technical significance
The real threshold lies in where these traditional assets worth hundreds of billions or even trillions are settled on the table
The market logic of 2026 has changed
The rough tactics of DeFi summer, relying on throwing money to attract participants, have completely turned the page
What is currently unfolding is a pure institutional-level infrastructure melee
If your understanding is still stuck in cutting liquidity with retail investors, you will eventually be drained of liquidity by these regular troops who are crushing down dimensions.
#Visa #RWA
This is to eliminate completely
Low market value, crashing the market is very easy
Except for the ratio contract users
I can't think of any reason
Low market value, crashing the market is very easy
Except for the ratio contract users
I can't think of any reason
7 Days of AI Outsourcing Testing: The Zhongguancun Forum Awakens Workers, Carbon-Based Flaws are Your Rice Bowl
Last night I was gnawing on cold takeout, using my tablet as background noise for the live broadcast of the Zhongguancun Forum.
I originally thought I was just passing the time, but halfway through I couldn't swallow it anymore.
The robot restaurant on the screen, scanning codes, making coffee, plating dishes, all done in a minute or two, without a single person in sight.
Immediately, the official released an extremely horrifying piece of data:
In the country now, the daily Token call volume has reached 140 trillion times, more than a thousand times compared to two years ago.
I stared at that string of numbers, a chill suddenly surged up in my heart. Every day I rely on typing to write market reviews to make a living, are these tireless codes going to smash my rice bowl next month?
I originally thought I was just passing the time, but halfway through I couldn't swallow it anymore.
The robot restaurant on the screen, scanning codes, making coffee, plating dishes, all done in a minute or two, without a single person in sight.
Immediately, the official released an extremely horrifying piece of data:
In the country now, the daily Token call volume has reached 140 trillion times, more than a thousand times compared to two years ago.
I stared at that string of numbers, a chill suddenly surged up in my heart. Every day I rely on typing to write market reviews to make a living, are these tireless codes going to smash my rice bowl next month?
Today I'm going to slack off
This is the correct way to open a bear market
This is the correct way to open a bear market
Trump's statement postponed for 10 days
Forcefully pushing this powder keg in the Middle East back into the water
Watching the market, the tankers in the Strait of Hormuz are passing, but oil prices and risk assets are all in severe turmoil
This is the most tormenting market
Whether going long or short, your opponent in the market is not other traders, but the mouth of a politician
The 'strategy of delay' has never brought peace, but rather the buildup for a larger scale liquidation. #Trump hopes to end the war with Iran as soon as possible
Forcefully pushing this powder keg in the Middle East back into the water
Watching the market, the tankers in the Strait of Hormuz are passing, but oil prices and risk assets are all in severe turmoil
This is the most tormenting market
Whether going long or short, your opponent in the market is not other traders, but the mouth of a politician
The 'strategy of delay' has never brought peace, but rather the buildup for a larger scale liquidation. #Trump hopes to end the war with Iran as soon as possible
The rampant PUA in the crypto world｜Aster weekly settlement in real money
Just now, everyone in the group was arguing over an Alpha project
An old brother has been running a certain L2 public chain point task for more than half a year
Every day, I clock in to interact just like going to work
As a result, after calculating the tokens distributed today, the value of the airdrop didn't even cover the electricity bills and cross-chain Gas fees for these few months, completely being taken advantage of
In today's crypto world, this kind of point-based PUA has simply become the norm
The project party treats retail investors as free labor, dragging it out for months without any reliable information
It's also because I'm disgusted by this group of people who just talk big about projects
----
Today, when I logged into my account and saw the WLFI credited in Aster, I actually felt a bit unaccustomed
An old brother has been running a certain L2 public chain point task for more than half a year
Every day, I clock in to interact just like going to work
As a result, after calculating the tokens distributed today, the value of the airdrop didn't even cover the electricity bills and cross-chain Gas fees for these few months, completely being taken advantage of
In today's crypto world, this kind of point-based PUA has simply become the norm
The project party treats retail investors as free labor, dragging it out for months without any reliable information
It's also because I'm disgusted by this group of people who just talk big about projects
----
Today, when I logged into my account and saw the WLFI credited in Aster, I actually felt a bit unaccustomed
I learned a lesson from a part-time scammer: it turns out the future of AI Agents is hidden in on-chain credit.
A couple of days ago, I found a guy on a part-time platform to write a script for on-chain monitoring.
Seeing his homepage was extremely luxurious, with hundreds of five-star reviews, I didn't think much and sent the deposit.
As a result, what I received was all non-functional, dead-loop code. I took the error screenshots to confront him, but he had already canceled his account, probably changed to a new identity to continue taking orders.
In this messed-up internet environment, the cost of getting a good review might be less than fifty cents.
The so-called 'credibility' is all just a smokescreen built with fake data, with no cost for breach of contract.
Seeing his homepage was extremely luxurious, with hundreds of five-star reviews, I didn't think much and sent the deposit.
As a result, what I received was all non-functional, dead-loop code. I took the error screenshots to confront him, but he had already canceled his account, probably changed to a new identity to continue taking orders.
In this messed-up internet environment, the cost of getting a good review might be less than fifty cents.
The so-called 'credibility' is all just a smokescreen built with fake data, with no cost for breach of contract.
Recently, the fundamentals in Europe and the United States have been a headache for people.
It's either about fighting wars or dealing with endless lawsuits.
But if you shift your focus back to Asia, you'll find that the script beneath the surface is completely different.
I just took a glance at next month's Hong Kong Web3 Carnival.
Big players like BlackRock and Solana are about to land in Victoria Harbour.
Do you think they traveled halfway across the world to teach everyone how to trade meme coins?
The topics they are going to discuss are extremely hardcore: AI-driven asset tokenization (RWA).
This is actually a very strong signal of narrative decoupling.
While the old financial system in the West is running in circles due to geopolitical infighting, capital here in Asia is trying to flip the table directly.
They want to bypass all the red tape and let AI Agents take over the on-chain execution of real-world assets.
Large institutions are laying the groundwork for RWA, and savvy retail investors are already using AI agents to run volumes on these tracks.
This is a clear financial comeback.
No matter how much can actually be executed in the end, at least by 2026, the ambition of Asia to seize the next generation of financial discourse rights with AI + Web3 can no longer be hidden.
Next month, I'll be on-site to keep an eye on things, to see how much of their bottom line this old money from Wall Street can reveal when they sit at the dining table in Hong Kong.
#HKWeb3Festival #RWA #Tokenization
It's either about fighting wars or dealing with endless lawsuits.
But if you shift your focus back to Asia, you'll find that the script beneath the surface is completely different.
I just took a glance at next month's Hong Kong Web3 Carnival.
Big players like BlackRock and Solana are about to land in Victoria Harbour.
Do you think they traveled halfway across the world to teach everyone how to trade meme coins?
The topics they are going to discuss are extremely hardcore: AI-driven asset tokenization (RWA).
This is actually a very strong signal of narrative decoupling.
While the old financial system in the West is running in circles due to geopolitical infighting, capital here in Asia is trying to flip the table directly.
They want to bypass all the red tape and let AI Agents take over the on-chain execution of real-world assets.
Large institutions are laying the groundwork for RWA, and savvy retail investors are already using AI agents to run volumes on these tracks.
This is a clear financial comeback.
No matter how much can actually be executed in the end, at least by 2026, the ambition of Asia to seize the next generation of financial discourse rights with AI + Web3 can no longer be hidden.
Next month, I'll be on-site to keep an eye on things, to see how much of their bottom line this old money from Wall Street can reveal when they sit at the dining table in Hong Kong.
#HKWeb3Festival #RWA #Tokenization
I just found out my $UP
actually hasn't sold
the order number reached 80 dollars
who should I talk to about this😂
actually hasn't sold
the order number reached 80 dollars
who should I talk to about this😂
群里有人发了张截图，兴奋地说西联汇款开始用Solana了
Morgan Stanley's Bitcoin ETF has also been listed on the New York Stock Exchange, and a bunch of people are getting excited
I feel that Web3 has finally disrupted traditional finance
Looking at the screen full of exclamation marks, I really think there's a mysterious confidence among the people in this circle
This is not our victory; this is Wall Street's armed incorporation
Those suit-clad folks understand the calculations better than anyone
They scoff at the so-called belief in decentralization
Whether it's BitGo teaming up with ZKsync for bank tokenized deposits or Western Union running data on-chain, the calculations behind are the same:
They suddenly realized that using these geek-created public chains as the underlying settlement network can help companies save billions annually on cross-border clearing and server costs
They are just treating the Crypto ecosystem we painstakingly built as a free open-source cloud server
Retail investors are still dreaming of disrupting the world, while the old money has swaggered in, taking the tools in your hands to reduce costs and increase efficiency for their own financial reports
However, there’s nothing to be angry about. For those here to make money, recognizing reality is always more profitable than guarding beliefs
Since traditional giants are determined to treat RWA and stablecoins as their new tracks
We should honestly ambush those underlying infrastructures that they cannot avoid
Morgan Stanley's Bitcoin ETF has also been listed on the New York Stock Exchange, and a bunch of people are getting excited
I feel that Web3 has finally disrupted traditional finance
Looking at the screen full of exclamation marks, I really think there's a mysterious confidence among the people in this circle
This is not our victory; this is Wall Street's armed incorporation
Those suit-clad folks understand the calculations better than anyone
They scoff at the so-called belief in decentralization
Whether it's BitGo teaming up with ZKsync for bank tokenized deposits or Western Union running data on-chain, the calculations behind are the same:
They suddenly realized that using these geek-created public chains as the underlying settlement network can help companies save billions annually on cross-border clearing and server costs
They are just treating the Crypto ecosystem we painstakingly built as a free open-source cloud server
Retail investors are still dreaming of disrupting the world, while the old money has swaggered in, taking the tools in your hands to reduce costs and increase efficiency for their own financial reports
However, there’s nothing to be angry about. For those here to make money, recognizing reality is always more profitable than guarding beliefs
Since traditional giants are determined to treat RWA and stablecoins as their new tracks
We should honestly ambush those underlying infrastructures that they cannot avoid
Someone in the group shared a screenshot and excitedly said that Western Union has started using Solana.
Morgan Stanley's Bitcoin ETF has also been listed on the New York Stock Exchange, and a bunch of people are following the hype.
I feel that Web3 has finally disrupted traditional finance.
Looking at the screen full of exclamation marks, I really think that the people in this circle have a kind of mysterious confidence.
This is not our victory; this is Wall Street's armed annexation.
Those guys in suits calculate better than anyone else.
They scoff at the so-called belief in decentralization.
Whether it’s BitGo collaborating with ZKsync for tokenized bank deposits or Western Union running data on-chain, the calculations behind are the same:
They suddenly realized that using these geeks' public chains as a base settlement network can save the company billions every year in cross-border clearing and server costs.
They are just treating the Crypto ecosystem we have painstakingly built as a free open-source cloud server.
Retail investors are still dreaming of changing the world, while the old money has swaggered in, taking the tools in your hands to reduce costs and increase efficiency for their own financial reports.
But there's no need to be angry about this. For those here to make money, recognizing reality will always earn more than guarding faith.
Since traditional giants are determined to treat RWA and stablecoins as their new track, we should honestly lay in ambush for those underlying infrastructures that they cannot avoid.
Who cares who wins or loses? As long as these giants are running business on-chain, they have to leave us some toll fees. #比特币ETF
Morgan Stanley's Bitcoin ETF has also been listed on the New York Stock Exchange, and a bunch of people are following the hype.
I feel that Web3 has finally disrupted traditional finance.
Looking at the screen full of exclamation marks, I really think that the people in this circle have a kind of mysterious confidence.
This is not our victory; this is Wall Street's armed annexation.
Those guys in suits calculate better than anyone else.
They scoff at the so-called belief in decentralization.
Whether it’s BitGo collaborating with ZKsync for tokenized bank deposits or Western Union running data on-chain, the calculations behind are the same:
They suddenly realized that using these geeks' public chains as a base settlement network can save the company billions every year in cross-border clearing and server costs.
They are just treating the Crypto ecosystem we have painstakingly built as a free open-source cloud server.
Retail investors are still dreaming of changing the world, while the old money has swaggered in, taking the tools in your hands to reduce costs and increase efficiency for their own financial reports.
But there's no need to be angry about this. For those here to make money, recognizing reality will always earn more than guarding faith.
Since traditional giants are determined to treat RWA and stablecoins as their new track, we should honestly lay in ambush for those underlying infrastructures that they cannot avoid.
Who cares who wins or loses? As long as these giants are running business on-chain, they have to leave us some toll fees. #比特币ETF
I heard that the Alpha order number has reached 100u
Alpha's family members
have eaten again, congratulations, congratulations
$PRL
Alpha's family members
have eaten again, congratulations, congratulations
$PRL
The pancake has quietly returned to 71k
Looking through the comments section of various market software, everyone is talking about the easing of the US-Iran situation, believing that a peace dove is pulling up the market
This habit of trading coins based on news broadcasts is truly the root of being trapped
Wall Street's funds never pay for geopolitical sentiment; they only pay for certainty
The real foundation of this rebound is actually the compromise from the Clarity Act
Recently, regulators slightly hinted at wanting to limit the yield on stablecoins, and the market scared itself
This caused Circle's stock price to plunge into a deep pit
As a result, Bernstein released a report these past two days revealing that the issuers weren't seriously hurt, and Circle's stock price rebounded by over 7%
This is a very typical example of using information asymmetry to wash the market
Retail investors are looking at macro battle reports and regulatory bad news, cutting losses at low positions, while institutions are seeing the bill about to be implemented, the compliance path cleared, and are frantically scooping up chips below with bags
You need to understand the market structure of 2026. Stablecoins are no longer just simple trading mediums
They are the liquidity heart of the entire industry and the cash cows that old money values most
As long as the compliance license for this heart is secured and the profit model is not destroyed, no matter how fierce the bombardment outside is, it is just a short-term needle in the market
At this point, asking in the group “Is it a washout or a bull return” is meaningless
You just need to know that even institutions dare to bottom out Circle's equity when bad news is flying everywhere, which shows that the underlying cash printing machine of this circle is still operating at high speed
Don't mess around. At this position, the anxiety of missing out is often more fatal than being trapped.
#BTC走势分析
Looking through the comments section of various market software, everyone is talking about the easing of the US-Iran situation, believing that a peace dove is pulling up the market
This habit of trading coins based on news broadcasts is truly the root of being trapped
Wall Street's funds never pay for geopolitical sentiment; they only pay for certainty
The real foundation of this rebound is actually the compromise from the Clarity Act
Recently, regulators slightly hinted at wanting to limit the yield on stablecoins, and the market scared itself
This caused Circle's stock price to plunge into a deep pit
As a result, Bernstein released a report these past two days revealing that the issuers weren't seriously hurt, and Circle's stock price rebounded by over 7%
This is a very typical example of using information asymmetry to wash the market
Retail investors are looking at macro battle reports and regulatory bad news, cutting losses at low positions, while institutions are seeing the bill about to be implemented, the compliance path cleared, and are frantically scooping up chips below with bags
You need to understand the market structure of 2026. Stablecoins are no longer just simple trading mediums
They are the liquidity heart of the entire industry and the cash cows that old money values most
As long as the compliance license for this heart is secured and the profit model is not destroyed, no matter how fierce the bombardment outside is, it is just a short-term needle in the market
At this point, asking in the group “Is it a washout or a bull return” is meaningless
You just need to know that even institutions dare to bottom out Circle's equity when bad news is flying everywhere, which shows that the underlying cash printing machine of this circle is still operating at high speed
Don't mess around. At this position, the anxiety of missing out is often more fatal than being trapped.
#BTC走势分析
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