WS_Crypto
币圈韭菜
Occasional Trader
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For the new investors entering in 2026, if you don't want to lose everything in the bull market, please engrave these three points in your mind:
🛑 Don't rush to go All-in!
Check out Binance Academy. If you rush in without learning the logic, that's called "charity", not "investment".
🛑 1% practice principle
Start with a small amount to practice transfers and learn DeFi. Jumping in with 100x leverage? That's not a return to 2021, that's a return to the guillotine.
🛑 Control emotions = Take profit
Are you having insomnia? Is your heart racing? Want to increase your position? If any of these apply, immediately reduce your position! CZ's words: "Preserve your capital, so you can survive to the next round."
Remember: Cryptocurrency is an opportunity, but don't turn it into a casino.
👇 Want to get stronger? Start here:
币安学院
🛑 Don't rush to go All-in!
Check out Binance Academy. If you rush in without learning the logic, that's called "charity", not "investment".
🛑 1% practice principle
Start with a small amount to practice transfers and learn DeFi. Jumping in with 100x leverage? That's not a return to 2021, that's a return to the guillotine.
🛑 Control emotions = Take profit
Are you having insomnia? Is your heart racing? Want to increase your position? If any of these apply, immediately reduce your position! CZ's words: "Preserve your capital, so you can survive to the next round."
Remember: Cryptocurrency is an opportunity, but don't turn it into a casino.
👇 Want to get stronger? Start here:
币安学院
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演唱会的策划人才😉
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全球市场波动的主要原因可以归纳为以下几点，这些因素相互交织，导致投资者情绪剧烈起伏、波动率指标（如VIX）显著上升。以下基于当前宏观环境和近期事件分析：
1. 中东地缘冲突
美国-以色列与伊朗冲突升级，霍尔木兹海峡航运受阻（占全球石油贸易约20%），油价剧烈震荡（曾冲高至110-120美元/桶附近，后回落）。这推高能源成本、通胀预期，引发滞胀担忧，导致全球股市（美股、欧股、亚股）回调，VIX波动率指标上升。
2. 美联储货币政策谨慎
美联储维持利率在3.50–3.75%，对2026年降息持保留态度。叠加油价冲击，通胀黏性（核心指标仍高于目标），市场担心高利率久持或政策收紧，打击高估值成长股（尤其是AI科技板块）。、
3. 高估值与市场结构风险
美股等市场由AI/科技龙头驱动，估值偏高（部分指标接近历史峰值）。集中度高，一旦业绩或事件不及预期，易引发连锁波动。资金轮动到周期性资产，但整体情绪敏感。
4. 其他叠加因素
全球经济增长放缓预期（IMF等预测约2.7%-3.1%）。贸易保护主义、地缘政治不确定性、美国中期选举临近。美元信用担忧、“去美元化”趋势等。
当前特征：波动成新常态，受新闻驱动明显。短期看冲突缓和与油价路径，中长期取决于通胀和政策。
#全球市场波动
1. 中东地缘冲突
美国-以色列与伊朗冲突升级，霍尔木兹海峡航运受阻（占全球石油贸易约20%），油价剧烈震荡（曾冲高至110-120美元/桶附近，后回落）。这推高能源成本、通胀预期，引发滞胀担忧，导致全球股市（美股、欧股、亚股）回调，VIX波动率指标上升。
2. 美联储货币政策谨慎
美联储维持利率在3.50–3.75%，对2026年降息持保留态度。叠加油价冲击，通胀黏性（核心指标仍高于目标），市场担心高利率久持或政策收紧，打击高估值成长股（尤其是AI科技板块）。、
3. 高估值与市场结构风险
美股等市场由AI/科技龙头驱动，估值偏高（部分指标接近历史峰值）。集中度高，一旦业绩或事件不及预期，易引发连锁波动。资金轮动到周期性资产，但整体情绪敏感。
4. 其他叠加因素
全球经济增长放缓预期（IMF等预测约2.7%-3.1%）。贸易保护主义、地缘政治不确定性、美国中期选举临近。美元信用担忧、“去美元化”趋势等。
当前特征：波动成新常态，受新闻驱动明显。短期看冲突缓和与油价路径，中长期取决于通胀和政策。
#全球市场波动
Stop saying Crypto is 'gambling': How a paper uses data to 'rename' it
Brothers, I've recently been overwhelmed by a paper written by big shots (Cryptocurrency as an Investable Asset Class: Coming of Age). After studying it, I feel that it is like a scalpel that directly dissects the Crypto market from the level of 'mystical narrative' to the level of 'empirical finance.'
In simple terms, this paper measured Crypto with the 'ruler' of traditional finance and found: Oh? This ruler actually works, but it needs a few special scales.
Slap in the face: The high returns you think are actually high-risk premiums.
We always feel that BTC and ETH are rising sharply. But when the paper uses their constructed 'Crypto Three-Factor Model' (market, market cap, momentum) to calculate, it reveals a harsh reality: the astonishing historical returns of BTC and ETH, after adjusting for their own market risk, size risk, and momentum risk, yield almost no excess returns (Alpha).
In simple terms, this paper measured Crypto with the 'ruler' of traditional finance and found: Oh? This ruler actually works, but it needs a few special scales.
Slap in the face: The high returns you think are actually high-risk premiums.
We always feel that BTC and ETH are rising sharply. But when the paper uses their constructed 'Crypto Three-Factor Model' (market, market cap, momentum) to calculate, it reveals a harsh reality: the astonishing historical returns of BTC and ETH, after adjusting for their own market risk, size risk, and momentum risk, yield almost no excess returns (Alpha).
Damn ritualistic feeling
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龙虾王
0x76331326a25904ddcfb0fa7c03b5e2847d49ffff
0x76331326a25904ddcfb0fa7c03b5e2847d49ffff
1. Policy Aspect: The Federal Reserve is more "hawkish" than expected
The Federal Reserve signaled in the March meeting that it would maintain high interest rates and reduced the expectation of rate cuts for the year. This directly boosted the dollar and U.S. Treasury yields, making non-yielding gold seem less "attractive".
2. Technical Aspect: High-level Collapse and Long Position Liquidation
After failing to break through the $5,600 level, gold prices formed a clear high-level correction. From the chart, it can be seen that gold prices have successively broken below several key moving averages, including the 7-day, 25-day, and 99-day averages, triggering a large number of stop-loss orders, resulting in a sharp "plunge" in prices.
3. Sentiment Aspect: Capital Flows to Risk Assets
As some risk-averse sentiment has been digested, coupled with a stronger dollar, the risk-averse capital that was originally in gold has started to withdraw, flowing back into the dollar or seeking volatility opportunities in the energy market.
Core Conclusion: Gold is currently in a support-seeking phase after breaking through high levels. In the short term, long positions have been severely weakened, and the market is waiting to see if the $4,400–$4,500 range can stabilize.
The Federal Reserve signaled in the March meeting that it would maintain high interest rates and reduced the expectation of rate cuts for the year. This directly boosted the dollar and U.S. Treasury yields, making non-yielding gold seem less "attractive".
2. Technical Aspect: High-level Collapse and Long Position Liquidation
After failing to break through the $5,600 level, gold prices formed a clear high-level correction. From the chart, it can be seen that gold prices have successively broken below several key moving averages, including the 7-day, 25-day, and 99-day averages, triggering a large number of stop-loss orders, resulting in a sharp "plunge" in prices.
3. Sentiment Aspect: Capital Flows to Risk Assets
As some risk-averse sentiment has been digested, coupled with a stronger dollar, the risk-averse capital that was originally in gold has started to withdraw, flowing back into the dollar or seeking volatility opportunities in the energy market.
Core Conclusion: Gold is currently in a support-seeking phase after breaking through high levels. In the short term, long positions have been severely weakened, and the market is waiting to see if the $4,400–$4,500 range can stabilize.
Sourced by user sharing on Binance
Turn off the lights and sleep😪
CHIBI?
Prompt: Transforms you into an adorable, big-eyed 3D chibi-style cartoon avatar.
Prompt: Transforms you into an adorable, big-eyed 3D chibi-style cartoon avatar.
$500 million turns into $30 billion: SBF's craziest "stroke of genius" before going to prison
Who would have thought that FTX's biggest legacy would be an 8% stake in AI giant Anthropic? In 2022, SBF spent $500 million on Anthropic's Series B round, leveraging his network in the "Effective Altruism" (EA) circle.
Based on a valuation of $380 billion in 2026, this investment theoretically exceeds $30 billion in value, yielding a 60-fold return!
Ironically, to pay off debts, the liquidation team sold it early in 2024 for $1.3 billion. This is probably the most expensive "regret" in crypto history, and it also reveals the hidden network of money connecting AI and Crypto.
Who would have thought that FTX's biggest legacy would be an 8% stake in AI giant Anthropic? In 2022, SBF spent $500 million on Anthropic's Series B round, leveraging his network in the "Effective Altruism" (EA) circle.
Based on a valuation of $380 billion in 2026, this investment theoretically exceeds $30 billion in value, yielding a 60-fold return!
Ironically, to pay off debts, the liquidation team sold it early in 2024 for $1.3 billion. This is probably the most expensive "regret" in crypto history, and it also reveals the hidden network of money connecting AI and Crypto.
Google has just updated Stitch and its AI-based UI design assistant Gemini,
New features include: infinite canvas, voice input, instant prototyping, better contextual associations, and DESIGN.md.
You can now use Gemini for a free trial.
Due to Google's launch of the enhanced Stitch AI design platform, Figma (FIG) stock plummeted by 8%.
New features include: infinite canvas, voice input, instant prototyping, better contextual associations, and DESIGN.md.
You can now use Gemini for a free trial.
Due to Google's launch of the enhanced Stitch AI design platform, Figma (FIG) stock plummeted by 8%.
Because the price of oil has increased due to the war, and currently oil is tied to the US dollar, the dollar index has also risen. The counterpart of gold is the US dollar; when the dollar rises, gold falls. You can simply understand it as needing to sell gold to exchange for more US dollars in order to buy more oil.
Another point is that the Federal Reserve did not lower interest rates today. Since interest rates were not lowered, the US dollar maintained its value, which in effect means the dollar has risen. Therefore, based on the above principles, gold has fallen.
$XAU
Another point is that the Federal Reserve did not lower interest rates today. Since interest rates were not lowered, the US dollar maintained its value, which in effect means the dollar has risen. Therefore, based on the above principles, gold has fallen.
$XAU
Meta's Metaverse 'Recognizing Reality': Horizon Worlds is finally breaking out of the VR fortress.
Meta (formerly Facebook) has been quite active recently, according to the latest reports from CNBC, its metaverse platform Horizon Worlds is undergoing a transformative change.
1. Key News: VR is no longer the only entry point.
In the past, to enter Horizon Worlds, you had to wear the Quest headset that pressed painfully on your nose. But now, Meta has decided to fully implement a cross-platform strategy.
Major Change: Meta is accelerating the push of Horizon Worlds to mobile (phones) and web platforms. This means you don't need any expensive hardware; you can enter the metaverse with just a browser or app.
My View: This is a delayed but correct decision. The hardware barrier has always been the biggest stumbling block to the popularization of the metaverse. Meta finally acknowledges that user numbers (DAU) are more important than immersion.
2. 'Gamification' Transformation: Aligning with Roblox.
Reports indicate that Horizon Worlds is transitioning from a 'social chat room' to a more vibrant game creation platform.
New Dynamics: Meta is introducing more advanced development tools to encourage creators to make competitive games, social games, and even immersive worlds like 'Minecraft'.
My View: Social interaction needs a medium. If there isn’t engaging content, people will just pop in to say hello and leave. Learning from Roblox's successful model, leveraging user-generated content (UGC) for survival is Meta's only way forward.
Meta (formerly Facebook) has been quite active recently, according to the latest reports from CNBC, its metaverse platform Horizon Worlds is undergoing a transformative change.
1. Key News: VR is no longer the only entry point.
In the past, to enter Horizon Worlds, you had to wear the Quest headset that pressed painfully on your nose. But now, Meta has decided to fully implement a cross-platform strategy.
Major Change: Meta is accelerating the push of Horizon Worlds to mobile (phones) and web platforms. This means you don't need any expensive hardware; you can enter the metaverse with just a browser or app.
My View: This is a delayed but correct decision. The hardware barrier has always been the biggest stumbling block to the popularization of the metaverse. Meta finally acknowledges that user numbers (DAU) are more important than immersion.
2. 'Gamification' Transformation: Aligning with Roblox.
Reports indicate that Horizon Worlds is transitioning from a 'social chat room' to a more vibrant game creation platform.
New Dynamics: Meta is introducing more advanced development tools to encourage creators to make competitive games, social games, and even immersive worlds like 'Minecraft'.
My View: Social interaction needs a medium. If there isn’t engaging content, people will just pop in to say hello and leave. Learning from Roblox's successful model, leveraging user-generated content (UGC) for survival is Meta's only way forward.
careful boom！
Let's get to know Olaf, the brand new bipedal robot at Disneyland Paris.
He can walk, dance, and even chat with visitors: what will the future of theme parks look like?
He can walk, dance, and even chat with visitors: what will the future of theme parks look like?
Little Chicken Brother
Meta is planning a major round of layoffs, potentially affecting 20% or even more of its employees, with a total number possibly exceeding 15,000.
This is mainly to offset their huge investments in AI.
It is said that by 2028 they plan to spend $600 billion on building data centers and the like, while AI tools can make work more efficient, so they simply decided to downsize.
In fact, this is not the first time for Meta; they already laid off many people in several rounds between 2022 and 2023, totaling over 20,000. This time the scale is larger, with the total number of employees now around 79,000, meaning 20% is about 15,800, which is quite harsh.
Earlier this year, they also laid off 1,500 people from Reality Labs, which focuses on the metaverse and AR/VR. Now all funds are all in on AI, and the dream of the metaverse seems to be somewhat shattered.
There are also complaints on X, saying that Meta switched from the metaverse to AI too late, missing the opportunity. Now they are under great debt pressure, and cash flow is declining, so they can only rely on layoffs to save money. The entire tech circle is like this, having laid off over 45,000 people from 2026 to now, many due to AI automation replacing jobs.
I think the development of AI is a good thing, it can push the industry forward, but for ordinary employees, it's quite tragic, suddenly becoming unemployed. Meta's boss Zuckerberg previously said that "one top engineer can handle large projects," which sounds like paving the way for layoffs.
What do you think? Is AI a savior or a job killer?
#meta计划裁员
This is mainly to offset their huge investments in AI.
It is said that by 2028 they plan to spend $600 billion on building data centers and the like, while AI tools can make work more efficient, so they simply decided to downsize.
In fact, this is not the first time for Meta; they already laid off many people in several rounds between 2022 and 2023, totaling over 20,000. This time the scale is larger, with the total number of employees now around 79,000, meaning 20% is about 15,800, which is quite harsh.
Earlier this year, they also laid off 1,500 people from Reality Labs, which focuses on the metaverse and AR/VR. Now all funds are all in on AI, and the dream of the metaverse seems to be somewhat shattered.
There are also complaints on X, saying that Meta switched from the metaverse to AI too late, missing the opportunity. Now they are under great debt pressure, and cash flow is declining, so they can only rely on layoffs to save money. The entire tech circle is like this, having laid off over 45,000 people from 2026 to now, many due to AI automation replacing jobs.
I think the development of AI is a good thing, it can push the industry forward, but for ordinary employees, it's quite tragic, suddenly becoming unemployed. Meta's boss Zuckerberg previously said that "one top engineer can handle large projects," which sounds like paving the way for layoffs.
What do you think? Is AI a savior or a job killer?
#meta计划裁员
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