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Steven | Crypto Research
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Long-term specialist investor - Crypto Researcher, Founder SR Research Group: https://t.co/RratB6ai75
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Steven | Crypto Research
FOR ME $BTC IT STILL HAS POTENTIAL IN THE NEXT 5 YEARS Yesterday my younger brother called and said there's a real estate deal. The total cost for buying the land is about 7 billion VND, and they'll invest another 3 billion VND in building and operating the business (I won't mention the business model). The goal is to double the Capital gains after 5 years and achieve a cash flow of approximately 4-5% per year. That means if we invest around 10 billion in 2026, the total revenue by 2031 will be around 22 billion (this amount is not guaranteed as there are still many operating, maintenance, and upgrade costs...). Here, we consider three factors: 1) profit, 2) risk, and 3) the effort invested over that period of time – not to mention opportunity cost or inflation. So, for those of you in crypto, is it possible to double your investment in 5 years? Because if so, buying Bitcoin would be much easier than buying land, getting permits, building, and operating a business model,... A simple calculation shows that Bitcoin is a very accessible investment asset with high liquidation and potential that is not inferior to many other assets. So why do we keep losing money when we get into crypto? It's often due to overly high expectations, impatience in a short period, or the lack of a long-term portfolio management plan suitable for the market. For me, Bitcoin and crypto will be at a crucial turning point next season. Personally, I'll wait for a good price range to accumulate them as a favorite personal reserve asset! twitter.com/Steven_Research/st...
BTC
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Steven | Crypto Research
As 2025 draws to a close, I will take the time to review the portfolios, performance, and plans of my companies, as well as my investments. Regarding crypto, I'm gradually preparing my plan for the next season, guys. If you set reasonable goals and build a portfolio position long enough, I think investing isn't too difficult. For me, this season has been fairly satisfactory. Of course, I didn't reach my full target, but it's pretty good. I was disappointed with my 2022-2025 plan, missing a beat in my real estate purchase plan because I was too cautious, and the crypto market didn't meet my expectations, but that's okay, there are still many opportunities ahead. Additionally, in 2024 I also made the mistake of selling gold too early (at a price of around 109 million VND/ounce) and failing to buy land several times due to excessive bargaining. Next season, besides $BTC, my portfolio will most likely include $ETH. Given what Ethereum is doing and will do in the future, there will be no chain that can replace it now or in the future. Will the portfolio include Altcoins next season? Yes, but it will require much more thorough research than before, and we'll need to XEM the liquidation situation next season. These factors will be clearly reflected in our research reports at different times. 2026 is the year I will gradually increase the proportion of real estate in my portfolio, as well as focus more on business ventures, because it will likely be an even more challenging year for business. However, a standardized and proper process is necessary for long-term success – this will be the foundation for the years to come. Life is short, how often do we get to make a 5-year plan? After one crypto season, you can see how much we've aged. People we knew in 2017, 2021, and 2025 are now very different. Markets are always fluctuating, so focusing on one task at a time and participating in one market at a time is crucial. I will rotate my asset portfolio according to my own strategies, rather than greedily venturing into many new investment markets without prior experience. Furthermore, staying focused on work is something I always strive for. Stay healthy, everyone! With good health and dedication, you will achieve results! twitter.com/Steven_Research/st...
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Steven | Crypto Research
12-14
FROM BUILDER TO "BUILDER" $MOVE AND THE NEW MOVEMENT OF NYX GROUP Rushi Manche @rushimanche - a talented individual, but like many others, he follows the cycle of building a project, Dump it, and using the proceeds to fund a crypto venture. Specifically, here's how it went: 1. Starting with a very good profile. Rushi Manche's family does charity work in India, he has an excellent academic record, near-perfect SAT scores, and once dropped out of school early to pursue crypto full-time. 2. He was actually a builder for Aptos 2022. - Rushi Manche was formerly a Smart Contract developer at Aptos, and also wrote Move for Kairos Exchange and Mira Finance. He has a deep interest in distributed systems and modular blockchain, making him a passionate builder at this time. 3. Movement Labs 2022–2024 He co-founded Movement Labs with Cooper Scanlon, raised over $40 million (pre-seed + Series A), and positioned MOVE as the Move ecosystem on Ethereum. - During the build process, Move was criticized by Aptos for allegedly copying Aptos's language. Furthermore, the project was quite vague about its development direction, sometimes building L2 and sometimes including L1, leading to the inability to build a mainnet. 4. Movement's Scandalous Points - The internal memo shows a deal market making with Web3Port & Rentech, allowing market makers to control approximately 66 million moves, directly injecting Token Sale into liquidity. - When MOVE launched, the Web3Port-related wallet sold approximately 66 million MOVE tokens (approximately $38 million USD), leading Binance to report insider selling from market makers and ban Web3Port, and Coinbase to halt Token trading. - Sushi was suspended from his duties on April 30, 2025, and dismissed on May 7, 2025, as part of a governance restructuring. - In July 2025, Rushi was sued in a civil case in Delaware, but the trial ended without a public verdict => It is possible the case was settled. => MOVE's price dropped by approximately 97%, Movement Labs changed its name to Move Industries, replaced the entire leadership, and the project is practically "dead". 5. Currently, December 2025 - Nyx Group launch. He founded Nyx Group, a publicly announced size of up to $100 million, to Vai Token launches and liquidation. - A new fund has been established, but will the "blemishes" from the old project soon be forgotten? What will Nyx's future projects be like? twitter.com/Steven_Research/st...
MOVE
5.83%
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Steven | Crypto Research
12-14
MARKET FALLS ON SATURDAY DUE TO CONCERNS FROM THE BOJ Last Saturday, the markets all fell simultaneously: Bitcoin, Ethereum, Nasdaq, and the Russell 2000 all crashed at the same time. This wasn't just a crypto crash, but a macroeconomic reaction to the Bank of Japan (BOJ). 1. The Bank of Japan (BOJ) will raise interest rates to 0.75% at its December meeting. - A Reuters poll shows that 90% of economists predict the Bank of Japan (BOJ) will raise interest rates from 0.50% to 0.75% at its meeting on December 18-19, 2025, the first meeting since the BOJ ended its ultra-loose monetary policy. This would be the first increase since January and a step toward normalizing the currency. More than two-thirds of respondents expect interest rates to reach at least 1.00% by the end of September 2026 – a further 0.5% increase from the current level. => After Governor Kazuo Ueda gave a clear signal about the possibility of raising interest rates, the market started pricing in... 2. Impact on financial markets - The BOJ's interest rate hike increased the cost of Capital for the Yen, impacting global liquidation . Japan shifted from Vai of providing cheap money to the world to prioritizing domestic stability, ending a decades-long era of cheap money. And immediately, the market priceed in on the news: - Nasdaq and Russell 2000 fell first. - $BTC and $ETH break in the same rhythm - Weaker altcoins react more strongly. 3. How did the market react to previous interest rate hikes by the BOJ? - On March 19, 2024, the BOJ ended negative interest rates, a decrease of approximately 23%. - Next interest rate increase on July 31, 2024, BTC will fall by approximately 26%. - On January 24, 2025, the second increase occurred in the first half of 2025. BTC decreased by approximately 31%. => These price drops could be due to various other reasons from the FED and other factors - the price reductions could simply be a coincidence. 4. What scenarios are possible for the upcoming official BOJ meeting? - BOJ raised interest rates as expected: further volatility is possible, but since prices were already in, a technical rebound is possible. - The Bank of Japan (BOJ) raised interest rates and signaled continued tightening until 2026, potentially leading to further sharp market declines. - The BOJ's delay or softer tone than expected exceeds expectations - markets could turn green. - What are your opinions? Which scenario is most likely to work? twitter.com/Steven_Research/st...
BTC
0.61%
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