大老师Bugsbunny
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The next Hyperliquid-level opportunity edgeX. #edgeX
In the past few days, I've seen a lot about the backpack anti-reward situation. This time, let's talk about edgeX, the first Perp DEX funded by a stablecoin issuer, which is now live on Binance's Pre-Future, with a stable price between 0.65 and 0.75. The TGE is on March 31, while Backpack is facing a lot of criticism.
Some important information
1. Investment from Circle, native support for USDC; Amber's incubated Perp DEX is an important layout for Amber's market makers in the Perp DEX space.
2. The Pre-future price is stable at 0.65-0.75, with current revenue second only to hyperliquid. About half of the funds in the treasury will be used for buybacks, and commodity trading is comparable to Hyperliquid, with gold trading volume even exceeding that of Hyperliquid, indicating institutional-level players are trading on the platform, which also signifies institutional trust in edgeX.
3. Amber's focus on incubation means a strong supplement of liquidity from market makers, not data-driven.
4. Trading costs are on par with CEX, and scaling is evident, with Amber making significant efforts here.
——————————————
Personal musings
1. This can be understood as Circle seizing a share of the future high-frequency settlement of stablecoins.
2. The financing background is extremely clean, indicating that participant sell pressure is very controllable.
3. Professional market makers mean stable liquidity.
4. Currently, the FDV is 680 million USD, and the first buyback will directly showcase the prospects of the native token.
In the past few days, I've seen a lot about the backpack anti-reward situation. This time, let's talk about edgeX, the first Perp DEX funded by a stablecoin issuer, which is now live on Binance's Pre-Future, with a stable price between 0.65 and 0.75. The TGE is on March 31, while Backpack is facing a lot of criticism.
Some important information
1. Investment from Circle, native support for USDC; Amber's incubated Perp DEX is an important layout for Amber's market makers in the Perp DEX space.
2. The Pre-future price is stable at 0.65-0.75, with current revenue second only to hyperliquid. About half of the funds in the treasury will be used for buybacks, and commodity trading is comparable to Hyperliquid, with gold trading volume even exceeding that of Hyperliquid, indicating institutional-level players are trading on the platform, which also signifies institutional trust in edgeX.
3. Amber's focus on incubation means a strong supplement of liquidity from market makers, not data-driven.
4. Trading costs are on par with CEX, and scaling is evident, with Amber making significant efforts here.
——————————————
Personal musings
1. This can be understood as Circle seizing a share of the future high-frequency settlement of stablecoins.
2. The financing background is extremely clean, indicating that participant sell pressure is very controllable.
3. Professional market makers mean stable liquidity.
4. Currently, the FDV is 680 million USD, and the first buyback will directly showcase the prospects of the native token.
Summarize the important information about U.S. Treasury bonds
1. Currently, the U.S. debt has reached 39 trillion, with a debt ceiling of 40 trillion U.S. dollars, marking a historic high level for the debt ceiling
(If an increase in the ceiling is needed, an application must be made to raise the debt ceiling)
2. The Department of Defense allocated 200 billion U.S. dollars for military operations in the U.S.-Iran conflict
3. Since June 25, the tariff revenue has only been 150 billion U.S. dollars
and has been deemed illegal by the Supreme Court
4. The two-year Treasury bond auction was below expectations
5. This year's U.S. Treasury bonds maturing amount to 10 trillion U.S. dollars, the highest in history, accounting for 25% of the total
1. Currently, the U.S. debt has reached 39 trillion, with a debt ceiling of 40 trillion U.S. dollars, marking a historic high level for the debt ceiling
(If an increase in the ceiling is needed, an application must be made to raise the debt ceiling)
2. The Department of Defense allocated 200 billion U.S. dollars for military operations in the U.S.-Iran conflict
3. Since June 25, the tariff revenue has only been 150 billion U.S. dollars
and has been deemed illegal by the Supreme Court
4. The two-year Treasury bond auction was below expectations
5. This year's U.S. Treasury bonds maturing amount to 10 trillion U.S. dollars, the highest in history, accounting for 25% of the total
Extremely important information
Historic pressure on US Treasuries has emerged
Historic pressure on US Treasuries has emerged
The escalation of the situation in Iran is in everyone's interest.
We need to adopt a more conservative attitude towards the situation in Iran.
As the cryptocurrency market is more sensitive, we should be cautious about it.
Conversely, the situation in Iran will become the focus of the world.
This will also be a turning point for U.S. stocks, precious metals, energy, and cryptocurrency.
#伊朗
We need to adopt a more conservative attitude towards the situation in Iran.
As the cryptocurrency market is more sensitive, we should be cautious about it.
Conversely, the situation in Iran will become the focus of the world.
This will also be a turning point for U.S. stocks, precious metals, energy, and cryptocurrency.
#伊朗
Market liquidity is tightening
Credit currency can be printed and destroyed infinitely, while the value of gold is eternal.
The value of Bitcoin comes from its portability and anonymity; the more chaotic the world becomes, the more people will notice this.
The value of Bitcoin comes from its portability and anonymity; the more chaotic the world becomes, the more people will notice this.
76000
So what is the cost of Mstr, there are three prices in an article
The market is entering a true liquidation moment
TLDR:
The market will end by blowing up all leveraged long positions
US stocks and precious metals are all fleeing
Institutional hedging demand is extremely high, with a severe left skew; the insurance against declines has become extremely expensive
All open long positions will be challenged
The popular tracks in the market are only prediction markets and RWA
MSTR is facing fundamental challenges, while other DATs are nearly bankrupt
True hedging still relies on hedging against the original exposure
Bottom range is starting to form; cycle traders can position (MSTR $76,000 cost, current 200T mining machine cost about $58,000-$60,000)
——————
The market will end by blowing up all leveraged long positions
The market will end by blowing up all leveraged long positions
US stocks and precious metals are all fleeing
Institutional hedging demand is extremely high, with a severe left skew; the insurance against declines has become extremely expensive
All open long positions will be challenged
The popular tracks in the market are only prediction markets and RWA
MSTR is facing fundamental challenges, while other DATs are nearly bankrupt
True hedging still relies on hedging against the original exposure
Bottom range is starting to form; cycle traders can position (MSTR $76,000 cost, current 200T mining machine cost about $58,000-$60,000)
——————
The market will end by blowing up all leveraged long positions
58000-62000
Price of the 200t machine's shutdown coin
Can be used as a left-side bottom buying range
Price of the 200t machine's shutdown coin
Can be used as a left-side bottom buying range
Methods of Prevention
1. Do not open contracts to bottom fish
2. Turn off the full position mode
3. Bottom fish in spot market
1. Do not open contracts to bottom fish
2. Turn off the full position mode
3. Bottom fish in spot market
Very important reminder: before a formal crash,
leveraged positions for bottom fishing are extremely risky.
The liquidation of counterfeit contracts often ends with the explosion of almost all opposing positions.
leveraged positions for bottom fishing are extremely risky.
The liquidation of counterfeit contracts often ends with the explosion of almost all opposing positions.
The competition time has ended, and my short position has started to make a fortune
XD I'm so anxious
XD I'm so anxious
Some musings about listing coins (non-wide)
CEX's requirements for project listings are to minimize errors as much as possible and to have greater growth potential.
It is necessary to consider growth and stability; the vast majority of resolutions are related to this. Looking at it the other way, the projects listed will become a formal pre-market observation.
Take the recent Elsa as the Day 1 perps target for ASTER; it is now listed on upbit and bn contracts.
This actually validates what I said last April: Pre-future=ASTER
In simple terms, the precursor to Binance contracts is Aster. Successful delivery during the assessment period means the subsequent path.
The entire cycle forms a positive feedback loop for listing resolutions.
Observing Aster's latest Listing
The Listing team, to some extent, has conducted a serious screening for ordinary retail investors and has also become a forward outpost for bn contracts and bn spot trading.
$ASTER
CEX's requirements for project listings are to minimize errors as much as possible and to have greater growth potential.
It is necessary to consider growth and stability; the vast majority of resolutions are related to this. Looking at it the other way, the projects listed will become a formal pre-market observation.
Take the recent Elsa as the Day 1 perps target for ASTER; it is now listed on upbit and bn contracts.
This actually validates what I said last April: Pre-future=ASTER
In simple terms, the precursor to Binance contracts is Aster. Successful delivery during the assessment period means the subsequent path.
The entire cycle forms a positive feedback loop for listing resolutions.
Observing Aster's latest Listing
The Listing team, to some extent, has conducted a serious screening for ordinary retail investors and has also become a forward outpost for bn contracts and bn spot trading.
$ASTER
The accumulation of existing stock will be the main theme in the current market environment.
Just like the general direction of the internationalization of the Renminbi, the premise is still the internal circulation of existing stock.
Just like the general direction of the internationalization of the Renminbi, the premise is still the internal circulation of existing stock.
Major Event - Nordic Pension Funds Sell US Treasuries
They are trillion-level funds
This will have a significant impact on US Treasuries.
Gold will have new growth points again.
They are trillion-level funds
This will have a significant impact on US Treasuries.
Gold will have new growth points again.
And today
gold has broken through 4800
gold has broken through 4800
The best opportunity to buy gold and silver this year has arrived.
——————————————
Yesterday, the annual rebalancing of the Bloomberg Commodity Index (BCOM) was completed.
What is BCOM? It is one of the most important global commodity investment benchmarks, essentially a "commodity investment basket" that includes assets such as gold, silver, crude oil, and agricultural products. Currently, over $10 billion in global funds follow the allocation ratios of this index.
Therefore, this year's BCOM weight adjustment has become the most significant factor affecting precious metals. The weight changes this year have created substantial pressure on gold and silver holdings.
According to Bloomberg's published plan, gold's weight in the index has dropped sharply from 20.4% to 14.9%, while silver's weight has been cut in half—from 9.6% to 3.94%.
——————————————
What does this mean?
Passive funds tracking BCOM must sell large amounts of their gold and silver holdings during the adjustment window from January 8 to 14, in order to bring their positions down to the new target weights.
——————————————
How significant is this selling pressure? According to Deutsche Bank estimates, approximately 6,800 tons of gold will be sold within five days, potentially causing gold prices to drop by 2.5% to 3%. The selling pressure on silver is also substantial—$7.7 billion in silver selling pressure will appear in the market in the near term, equivalent to 13% of the current COMEX silver open interest.
However, the clear conclusion is that this adjustment is almost certainly technical in nature, not a shift in pricing trends. Investors can still focus on allocating to precious metals like gold and silver during this correction. Moreover, this correction risk has been largely priced in, including the December adjustment of margin requirements for precious metal positions.
——————————————
The fundamental drivers supporting gold's long-term trend remain completely unchanged.
Global geopolitical uncertainties, sustained central bank demand for gold, and the start of the Federal Reserve's easing cycle all provide strong underlying support for gold.
——————————————
This correction is almost certainly the best time to buy gold. This is the final conclusion.
You can trade related precious metal tokens on Binance, such as paxg and xaut.
$PAXG
——————————————
Yesterday, the annual rebalancing of the Bloomberg Commodity Index (BCOM) was completed.
What is BCOM? It is one of the most important global commodity investment benchmarks, essentially a "commodity investment basket" that includes assets such as gold, silver, crude oil, and agricultural products. Currently, over $10 billion in global funds follow the allocation ratios of this index.
Therefore, this year's BCOM weight adjustment has become the most significant factor affecting precious metals. The weight changes this year have created substantial pressure on gold and silver holdings.
According to Bloomberg's published plan, gold's weight in the index has dropped sharply from 20.4% to 14.9%, while silver's weight has been cut in half—from 9.6% to 3.94%.
——————————————
What does this mean?
Passive funds tracking BCOM must sell large amounts of their gold and silver holdings during the adjustment window from January 8 to 14, in order to bring their positions down to the new target weights.
——————————————
How significant is this selling pressure? According to Deutsche Bank estimates, approximately 6,800 tons of gold will be sold within five days, potentially causing gold prices to drop by 2.5% to 3%. The selling pressure on silver is also substantial—$7.7 billion in silver selling pressure will appear in the market in the near term, equivalent to 13% of the current COMEX silver open interest.
However, the clear conclusion is that this adjustment is almost certainly technical in nature, not a shift in pricing trends. Investors can still focus on allocating to precious metals like gold and silver during this correction. Moreover, this correction risk has been largely priced in, including the December adjustment of margin requirements for precious metal positions.
——————————————
The fundamental drivers supporting gold's long-term trend remain completely unchanged.
Global geopolitical uncertainties, sustained central bank demand for gold, and the start of the Federal Reserve's easing cycle all provide strong underlying support for gold.
——————————————
This correction is almost certainly the best time to buy gold. This is the final conclusion.
You can trade related precious metal tokens on Binance, such as paxg and xaut.
$PAXG
Trump's tariffs may soon be ruled on (current approval rate only 29%)
Tonight at 11 PM, the U.S. Supreme Court will announce its ruling on Trump's tariffs
Currently, there is only a 29% chance of supporting Trump's tariff case
This ruling will amplify multiple risks
And inevitably point to higher volatility expectations
——————
My personal judgment is that the ruling will be delayed
If approved, the government will refund $150 billion to importers and businesses
This expenditure will come from the Treasury account
This will inevitably cause liquidity strain
Tonight at 11 PM, the U.S. Supreme Court will announce its ruling on Trump's tariffs
Currently, there is only a 29% chance of supporting Trump's tariff case
This ruling will amplify multiple risks
And inevitably point to higher volatility expectations
——————
My personal judgment is that the ruling will be delayed
If approved, the government will refund $150 billion to importers and businesses
This expenditure will come from the Treasury account
This will inevitably cause liquidity strain
Market利好
Keywords: The White House demands credit card institutions reduce interest rates from 20-30% to 10%
De facto QE
Equivalent to direct liquidity injection
Keywords: The White House demands credit card institutions reduce interest rates from 20-30% to 10%
De facto QE
Equivalent to direct liquidity injection
The best opportunity to buy gold and silver this year has arrived.
——————————————
Yesterday, the annual rebalancing of the Bloomberg Commodity Index (BCOM) was completed.
What is BCOM? It is one of the most important global commodity investment benchmarks, essentially a "commodity investment basket" that includes assets such as gold, silver, crude oil, and agricultural products. Currently, over $10 billion in global funds follow the allocation ratios of this index.
Therefore, this year's BCOM weight adjustment has become the most significant factor affecting precious metals. The weight changes this year have created substantial pressure on gold and silver holdings.
According to Bloomberg's published plan, gold's weight in the index has dropped sharply from 20.4% to 14.9%, while silver's weight has been cut in half—from 9.6% to 3.94%.
——————————————
What does this mean?
Passive funds tracking BCOM must sell large amounts of their gold and silver holdings during the adjustment window from January 8 to 14, in order to bring their positions down to the new target weights.
——————————————
How significant is this selling pressure? According to Deutsche Bank estimates, approximately 6,800 tons of gold will be sold within five days, potentially causing gold prices to drop by 2.5% to 3%. The selling pressure on silver is also substantial—$7.7 billion in silver selling pressure will appear in the market in the near term, equivalent to 13% of the current COMEX silver open interest.
However, the clear conclusion is that this adjustment is almost certainly technical in nature, not a shift in pricing trends. Investors can still focus on allocating to precious metals like gold and silver during this correction. Moreover, this correction risk has been largely priced in, including the December adjustment of margin requirements for precious metal positions.
——————————————
The fundamental drivers supporting gold's long-term trend remain completely unchanged.
Global geopolitical uncertainties, sustained central bank demand for gold, and the start of the Federal Reserve's easing cycle all provide strong underlying support for gold.
——————————————
This correction is almost certainly the best time to buy gold. This is the final conclusion.
You can trade related precious metal tokens on Binance, such as paxg and xaut.
$PAXG
——————————————
Yesterday, the annual rebalancing of the Bloomberg Commodity Index (BCOM) was completed.
What is BCOM? It is one of the most important global commodity investment benchmarks, essentially a "commodity investment basket" that includes assets such as gold, silver, crude oil, and agricultural products. Currently, over $10 billion in global funds follow the allocation ratios of this index.
Therefore, this year's BCOM weight adjustment has become the most significant factor affecting precious metals. The weight changes this year have created substantial pressure on gold and silver holdings.
According to Bloomberg's published plan, gold's weight in the index has dropped sharply from 20.4% to 14.9%, while silver's weight has been cut in half—from 9.6% to 3.94%.
——————————————
What does this mean?
Passive funds tracking BCOM must sell large amounts of their gold and silver holdings during the adjustment window from January 8 to 14, in order to bring their positions down to the new target weights.
——————————————
How significant is this selling pressure? According to Deutsche Bank estimates, approximately 6,800 tons of gold will be sold within five days, potentially causing gold prices to drop by 2.5% to 3%. The selling pressure on silver is also substantial—$7.7 billion in silver selling pressure will appear in the market in the near term, equivalent to 13% of the current COMEX silver open interest.
However, the clear conclusion is that this adjustment is almost certainly technical in nature, not a shift in pricing trends. Investors can still focus on allocating to precious metals like gold and silver during this correction. Moreover, this correction risk has been largely priced in, including the December adjustment of margin requirements for precious metal positions.
——————————————
The fundamental drivers supporting gold's long-term trend remain completely unchanged.
Global geopolitical uncertainties, sustained central bank demand for gold, and the start of the Federal Reserve's easing cycle all provide strong underlying support for gold.
——————————————
This correction is almost certainly the best time to buy gold. This is the final conclusion.
You can trade related precious metal tokens on Binance, such as paxg and xaut.
$PAXG
Recent attention can be paid to cex net inflows and usdt related information
Used to observe signs of liquidity overflow
US stocks → commodities → crypto?
Gold is not within the scope of consideration
Used to observe signs of liquidity overflow
US stocks → commodities → crypto?
Gold is not within the scope of consideration
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