陈剑Jason 🐡

陈剑Jason 🐡

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喜欢写点项目和行业的分析，也作为投资者和顾问与部分项目存在利益相关，请注意我的内容无法完全保证客观。 OpenLedger 🐙 超100%POR资金储备，安全首选。交易所&钱包，OKX就够。🔗 https://t.co/iFUpotWfVJ

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Signal Clone Analysis

陈剑Jason 🐡

Binance's most drastic measure in this crackdown on listing channels isn't just publishing a blacklist of intermediaries, but rather that any project attempting to use a third-party intermediary will be immediately blacklisted. This is a direct, collective punishment, striking at the heart of the problem. Those who wield this tactic understand strategic maneuvering. Previously, no matter how much Binance emphasized the prohibition of intermediaries or how many blacklists they published, there were always those who claimed it was all for show, while simultaneously showing off their close relationship with CZ (Cheng Zhang). Almost all intermediaries promised to work first and pay only if successful. Intermediaries and projects shared a similar "let's try it" mentality, thinking that failure meant no loss. Now, however, the collective punishment is severe; even a failed listing could result in being blacklisted. Furthermore, according to rumors, Upbit already used this collective punishment model a few months ago, eliminating a number of intermediaries, and even terminating and blacklisting projects currently in the process. twitter.com/jason_chen998/stat...

陈剑Jason 🐡

Congratulations to HashKey for finally reaching the IPO stage after so many years! 🫡 Domestic regulations on cryptocurrencies are becoming increasingly stringent, and being able to list now must have received approval from higher authorities. It's like leaving a spark for us. I noticed that the Financial Secretary of Hong Kong, the Chairman of the Hong Kong Stock Exchange, and the Chairman of the SFC were all present. It's rare to see so many officials at an IPO ceremony; it's a way of giving everyone reassurance. It's just a pity that due to compliance reasons... twitter.com/jason_chen998/stat...

陈剑Jason 🐡

Despite Tom Lee losing $3 billion in ETH, his paid group continues to operate smoothly. The cheapest price is $948 per year, with monthly payments available at $99. Actually, compared to many other instructors' paid groups, it's quite affordable. 😂 So, I often see people on Twitter saying things like, "So-and-so is free now and doesn't care about this little bit of money," or "So-and-so, since you're so rich, you shouldn't be making this kind of money." But look at Tom Lee! He lost $3 billion without batting an eye, and his $99 paid group is still making money. twitter.com/jason_chen998/stat...

陈剑Jason 🐡

According to Grayscale’s 2026 outlook released today, Bitcoin is expected to hit a new all-time high in the first half of next year. The main reasons are: 1. Crypto makes up less than 0.5% of US wealth allocation, and as regulations loosen, more capital will flow in by 2026. 2. With monetary easing and rate cuts, the dollar will keep depreciating, pushing risk capital into BTC. 3. The 20 millionth BTC will be mined in March next year, reinforcing the scarcity narrative. That said, looking back at previous BTC price predictions for 2025 from major institutions—Standard Chartered called for $250k, Bitwise $200k, VanEck $180k, JP Morgan $160k—literally none of them got it right 😂

陈剑Jason 🐡

Recently, I've seen many people lamenting that talent from the crypto is starting to flow into AI. Putting aside the question of whether the crypto actually has talent, the point is that in AI, you need to genuinely demonstrate your technology and product, withstand the test of a fully competitive market, and convince users to willingly subscribe. Unlike the crypto, where no one will indulge you, and you won't have a large following just because you've received funding from a few big VCs or gotten retweets from some influential figures.

陈剑Jason 🐡

As expected, the $200M long positions at 89k just got wiped out. Now, all the liquidation pressure is stacked above. If we drop to 83k, we'll see $1.1B in shorts get liquidated. A pump to 98k? That triggers $3.2B in short liquidations. And if we hit 120k, a massive $8B in shorts will get nuked. Is it time for the bears to get rekt next?

陈剑Jason 🐡

Many people have asked what the impact would be if MicroStrategy were removed from the index. Because many funds directly buy indexes, they indirectly buy the stocks of the companies included in the index. Therefore, if a company is included in the index, it naturally gains significant purchasing power in addition to brand exposure. If it's removed, there will be a significant decrease in buying pressure. So why do these funds blindly buy indexes? The Coindesk 80 and Nasdaq 100 indices represent the fundamental trends of Crypto and US stocks, respectively, as shown in the charts below. Currently, the Coindesk 80 has fallen below its all-time low, meaning that buying now would result in a loss, while the Nasdaq 100 has broken through its all-time high, similarly meaning that buying now would result in a profit. Sigh. twitter.com/jason_chen998/stat...

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