DC大于C

DC大于C

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18年进Crypto 从业者，个人投资心得 #Bitcoin 10万见；均不是投资建议

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Despite the market downturn and the poor performance of many altcoins, a new consensus is emerging: the RWA (Real-World Asset Management) direction is being mentioned by many institutions and investors. The team behind the protocol @KAIO_xyz, specifically built for RWA, has a strong traditional financial background. They can be considered the legitimate force in RWA, with solid institutional backing and compliance. @KAIO_xyz isn't just packaging a narrative; it's about taking institutional-grade assets like BlackRock and Hamilton Lane (money market funds, private lending, macro hedges, etc.) and presenting them as directly holdable tokens—composable on-chain assets. It has also received full support from the Abu Dhabi Blockchain Centre (ADBC). KAIO's new product, KASH, is roughly following this direction—a blue-chip real-world asset accessible to everyone. It's a diversified portfolio of real-world assets from top institutions. KASH is an attempt to move the flywheel from a "small institutional circle" to a "larger user base." Essentially, when you hold this asset, it's backed by a large, pre-allocated fund of assets. It's stable, offers predictable returns, and more. This could be considered a significant blow, because the strength behind the assets you hold is beyond your imagination. This is what RWA should be like, especially with no entry barriers—only large investors could access it, but now your wallet can too. They just secured $11 million in funding, and it's still very early on. This is their first opportunity to participate in order to gather interested early users. Take a closer look, everyone. twitter.com/DL_W59/status/2019...

Market downturn: 8-year veteran OG's advice for Web3 new and old friends: 1. Crypto's benefits will last at least two more macro cycles. Don't be scared by the market panic and the drop in FUD; this is just emotional turmoil accompanying a financial market downturn, a breakdown of consensus. With the long-term flooding of fiat currency and expectations of devaluation, traditional and stable assets like gold, which offer "value preservation + slight appreciation," will benefit. Meanwhile, scarcity, decentralization, and high volatility correspond to "high-risk, high-return digital gold," and BTC, more sensitive to liquidity, will also benefit. So the benefits are still there. Don't be pessimistic. As someone with experience from 2018 to 2022, I can tell you that I've heard about all these FUDs for years—blockchain scams, institutional exploitation, etc.—I'm tired of it. They don't offer anything new. This is merely a short-term breakdown of consensus; it doesn't signify the beginning of a new consensus. 2. The biggest influencing event in the next 1-3 years will be the implementation of policies after the new Fed Chairman Warsh takes office, US inflation, whether the economy will experience a recession, and the release of loose liquidity. This will lead to several possible outcomes. Unless Warsh is particularly hawkish, or the US economy experiences a recession, it's unlikely we'll see a deep bear market like in 2022. However, Warsh's specific policies won't be known until June. Don't be too anxious. If there's no strong hawkish stance or a recession, then there will definitely be a trend rebound in 2026, but inflationary pressures and uncertainty surrounding the Fed will certainly put some pressure on the market. Why a rebound? Because of expectations of interest rate cuts, and liquidity is better than in 2025. Although this is a recurring point, I still want to emphasize that from a macroeconomic cycle perspective, we are still in the late 2019/early 2020 phase. A true loose bull market like that of 2020-2021 hasn't arrived yet. Because current market liquidity is still very poor. 3. Building on point 2, this year's liquidity isn't extremely loose, but it's better than in 2025, so it's more of a transitional phase. Focus on survival. Don't invest recklessly. If you're disillusioned with the market, you can leave and focus on your work. If you still want to achieve results in this field, you should continue to pay close attention to market developments. Remember, don't enter the market when it's bullish and exit when it's bearish, unless you're truly committed to leaving the market entirely. 4. This year, due to inflation, Fed maneuvering, and various debates, there will definitely be a market low point. However, in 2027, there might be another low point due to a recession. These two low points may represent the best entry points in the next three years. A truly loose market may begin around 2027, possibly as early as the end of 2026. 5. With the arrival of a loose bull market, there will definitely be new opportunities for consensus in the market. Finally, thank you to all my friends for your encouragement. Thank you for calling me OG. Actually, I also need to keep researching and learning. If you have any thoughts on the above content, please feel free to communicate and we can verify them together. My views also change with market fluctuations. twitter.com/DL_W59/status/2018...

How did someone who entered the crypto in 2018 squander a promising start? Looking back on their work and trading experiences since entering the industry, this is a reflection on the past eight years of struggle. There have been regrets, resentments, fears, confusion, and the gradual erosion of their youthful spirit. The story begins on January 18, 2018, exactly eight years ago. This is a purely personal account of my experiences as a Web3 professional, involved in trading, and profiteering. Any resemblance to actual events is purely coincidental. Many people in the comments section said that I often "lick Ni Da's boots" @Phyrex_Ni Actually, I've known Ni Da since 2018, but back then I had no idea he would become a big name on Twitter in the Chinese-speaking world years later. It was then that the wheels of fate began to turn. On January 18, 2018, I resigned from the foreign trade industry and passed the interview to work for a company based in Shanghai that organizes offline summits. The HR of this company is a friend of mine. I knew him when I was working in foreign trade. He saw me looking for a job and brought me into this summit company. I was assigned to the blockchain department, responsible for operations and business development, which involved inviting industry leaders to give speeches and attracting businesses to pay to attend, providing an offline platform. It was through this opportunity that we were going to hold a summit in Malaysia, and Ni Da was going to attend. I was the person in charge, and that's how we got in touch. Let's take a trip down memory lane! Here's a deck of cards featuring crypto tycoons that was all the rage back then. It's a bit old, so the images might not be 100% clear or accurate. Just enjoy the show! I even added a bunch of these big shots' contact information back then, though I was a newbie then.

After a 20% drop in November, it has been oscillating between 845 and 921. Although it broke through the daily resistance level of 945, Trump's tariffs dampened bullish sentiment. Currently, tariffs on Europe and Canada may be coming to an end. #Bitcoin #MacroAnalysis A rate cut in January is not expected, as the market has already anticipated it. Even if Trump announces the new Fed chairman at tomorrow's meeting, it will only fulfill Powell's potentially hawkish statements. The next focus will be on whether a rate cut is possible in March. As for Japan's interest rate, the market already anticipated this in December, so its impact is not as significant. Regarding the government shutdown on the 31st, even if it does occur, compared to October last year, the shutdown will only be partial, and the impact will be less significant. The impact on the market will be limited. Market sentiment remains relatively quiet, and BTC trading volume on #Coinbase is also very low. Sentiment-driven supply and demand are relatively stable. In summary, none of the factors mentioned above are sufficient to trigger a surge in panic selling that would cause on-chain holdings to break through the 80-845 range. Of course, given the low liquidity, a second price test is possible. However, liquidity is currently better than last year. Furthermore, BTC is a macro-liquidity sensitive asset. Currently, the outlook remains bullish, with the on-chain dense accumulation range of 845-921 providing some support. As long as this range holds, a rebound is possible. However, the extent of the rebound will depend on whether there are sustained positive news events to stimulate investor sentiment. For now, let's just wait and see. twitter.com/DL_W59/status/2016...

Today, #gold hit a new all-time high. Gold trading tips: #gold Inflation, gold rises. A strong US, gold falls. Global turmoil, gold rises. A stronger dollar, gold falls. A weaker dollar, gold rises. Ceasefire, gold falls. War begins, gold rises. US interest rate hikes, gold falls. US interest rate cuts, gold rises. Any political, economic, macroeconomic, financial cycle, or trading experts share their views?

Previous Contract Trading Summary (Part 2) Continuing from the previous article, this section discusses the dialectical thinking behind contract trading and risk control. Some readers commented that it's unclear whether the current market is in a bottoming-out or high-level consolidation phase. In other words, what if the price breaks below the 833-921 range, even below 8 or lower? This could trigger a deep bear market. Of course, this isn't entirely impossible. #Bitcoin #MacroAnalysis Since the market's 20% drop in November, it has been consolidating between 806 and 945. While it briefly broke through 945, it didn't hold and continued to fluctuate. From a macro perspective, unless there are anticipated negative factors, further panic and a subsequent price drop are unlikely. These factors mainly include Trump's tariffs (the Greenland tariffs have ended, but new Canadian tariffs are expected), escalating geopolitical influences, Japanese interest rate hikes, and a US economic recession. Any escalation of these factors will further increase panic and negatively impact prices. However, astute observers know that the impact of the aforementioned events is limited (except for the US economy, which is not yet in recession), and they are unlikely to cause widespread panic. Furthermore, panic can be reversed very quickly. In other words, the decline may not be very deep. Of course, this assumes negative news expectations. However, sometimes even without news, when liquidity is extremely low, the market may still experience a sudden drop, albeit a limited one. Once liquidity recovers, prices will rebound. This has happened many times in the past. In summary, your macroeconomic assessment indicates a bottoming-out consolidation, meaning you are optimistic that new positive expectations will lead to an upward trend (rebound). Therefore, from a price movement perspective, the bottoming-out consolidation range is 833-921. twitter.com/DL_W59/status/2015...

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