Funds continued to flow in, with the U.S. Bitcoin spot ETF seeing a net inflow of approximately US$418 million yesterday. Among them, BlackRock IBIT had a net inflow of US$162 million, Fidelity FBTC had a net inflow of US$279.1 million, and Grayscale GBTC had a net outflow of US$212.3 million.
The Bitcoin ecosystem is being embraced by capital. I believe that the Bitcoin ecosystem has just begun and is still in its early stages. Of course, the earlier it is, the more Alphas it can come into contact with. However, it is also a huge torture for investors. I think as long as you think Bitcoin The currency ecology will explode, so continue to pay attention and build, I believe there will be a harvest day
There are about 5 days left for the brc20 upgrade, and the block height is 837090. This upgrade supports allowing deployers to mint their own mint and 5-character names. There will definitely be a new wave of craziness, and the first one will definitely make money. A lot of money, so everyone should keep an eye on it
Bitcoin continues to rise, and there will be new highs before the halving, so everyone should cherish the coins in their hands and don’t sell them at a low price.
In terms of ecology, we can focus on the rwa and ai sectors. rwa has risen a lot. I think the ai sector is ready to move again. FET has broken through new highs.
Let’s talk about the Ethereum spot ETF in May
The chance of approval has dropped significantly from 70% at the beginning of the year to 25%. 48 members of the U.S. Congress signed a letter asking the SEC to clarify whether "ETH is a security."
There are three main reasons why the market opposes classifying ETH as a security:
1. The Commodity Futures Trading Commission (CFTC), the SEC’s smaller sister agency, has allowed ETH futures trading for many years.
2. In the CFTC’s lawsuit against SBF, it was stated bluntly that ETH, like BTC and USDT, is a commodity
3. Exchanges including CME Group and Cboe Global Exchange trade millions of dollars in ETH futures every day. Once they are recognized as securities, it will cause serious price chaos in the entire ETH market.
In short, it is another tough battle. I feel that there are many interested parties in ETH now, and it is only bad to speculate on this one. Unless the SEC arrests Vitalik and prosecutes it tomorrow, I will still be full of faith!
Ten times coin list
sol ecology
The largest positions are Sol and Bome. Bome hopes to get 10 times, right? It shouldn’t be an extravagant wish. I have zero cost and I can afford it. If you get stuck, don’t blackmail me. If you don’t like what I say, you will be blacklisted.
I have taken a look at the trading volume of the exchange. In addition to BTC and eth, the major players that determine the market direction are sol. The trading volume of sol is very large. No matter how you look at it in the long term, sol is the most eye-catching one in the market in the short term.
L2 Ecology
eth and strk are the main ones, and other L2 are the auxiliary ones.
I chose strk because my OP paid the cost, so I stopped watching it. Moreover, STRK is the first zk-based public chain and the most important chain for full-chain games. It has unique technical routes and the washout has been around 2. I estimate that once it starts It's going up, maybe it's the same as wld, it's going straight to 10
Of course, during the previous decline of SSV, I led the internal group to buy the dips some of the bottom. I plan to hold it for a long time. Let’s look at 200 first?
ai sector
Hold FET, wld, AI
This sector is bound to have a market value of hundreds of billions or even trillions in the future. Near has a lot of buffs, such as da, chain abstraction, and AI, and the transaction volume is also very large. Do some
RWA track
Currently I only hold ONDO , and I will continue to hold it ten times the target!
Real-world assets cannot be issued and managed through blockchain. With the passage of the Bitcoin ETF, nine Wall Street institutions have become the world's top Bitcoin ETF issuers, and Coinbase has become the custodian, suppressing Binance to gain dominance in the crypto world. From a series of events, it can be seen that the United States is gradually promoting the blockchain of landing. RWA compliance and supervision will most likely be accelerated.
There are only three that have been observed for a long time: cfg, polyx, and rsr.
If you continue to do things, have a small market value, and are launched on a large platform, it is still a leading project in the track. These few indicators are enough.
Create a high-quality circle
Mainly spot goods
I will share some content: conditions as shown below:
The overall position is ≥5,000u. If you want to join, scan the QR code below!
(The operating space for hundreds and thousands is too small. If you don’t have one, you can send a private message. You can also join if you pass the screening.) Purpose: To become bigger and stronger, create greater glory and turn around in the next bull market!
The article ends here. I will do a more detailed analysis in the communication group. If you want to join my circle, please contact me directly via WeChat below!
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