机灵的杰尼君
机灵的杰尼君
Trader who has crossed bulls and bears for 8 years, is good at mainstream BTC and other mainstreams, X:@Meta8Mate
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Good news just started, but bad news follows?
I was thinking before, now CEX/DEX are desperately pushing TradFi,
there's hardly any difference from traditional brokers.
And now,
the old players in traditional finance finally can't sit still.
CME Group and ICE (parent company of NYSE) have joined forces to pressure the CFTC and Congress,
requesting federal regulation on Hyperliquid @HyperliquidX, citing:
1. Hyperliquid has 24-hour crude oil perpetual contracts, which may affect traditional market pricing,
2. No KYC could be used to evade sanctions,
3. Anonymous trading may lead to market manipulation.
To translate:
Our trading volume is being snatched, regulate it quickly!
Anyway, Web3.0 has already made traditional finance feel threatened,
and that itself is the biggest good news.🫡
机灵的杰尼君
Have to admit,
Hyperliquid @HyperliquidX is now the undisputed NO.1 in DEX.
Binance @binancezh has poured so many resources into Aster @Aster_DEX,
but the result is, $HYPE has a market cap of $11.59B,
while $Aster is just a fraction, $1.74B.
Now
Coinbase and Circle have proactively approached,
each staking 500,000 HYPE,
and handing over 90% of USDC reserve earnings to Hyperliquid,
while Hyperliquid holds $5 billion.
Let's do the math:
Previously USDH had only 100 million in circulation → annual yield of $1.6 million;
Assuming now $5 billion USDC × 3.5% yield × 90% share → annual $150 million → all used to buy back and burn HYPE.
This roughly equals an additional $400,000 daily buyback,
while currently Hyperliquid's daily average buyback is about $1.5 million,
which is about a 26% increase in buyback volume, roughly matching today's 20% price increase.
Looking at it now, after this cooperation, $HYPE's fundamentals have directly upgraded to a new level.
Last time chatting with Lao Bai @Wuhuoqiu, $HYPE was among his dollar-cost averaging targets, and Jenny Jun's target was $ASTER,
Not gonna lie, feeling a bit envious, keep it up, little A! 🥲
Awkward,
BTC spot ETF saw a net outflow of 1 billion dollars this week,
ending six consecutive weeks of net inflows.
Interestingly, the same survey shows 86% of institutional investors say they will continue to increase their positions this year.
They say they are optimistic, but the positions are already being sold.
But don't be too pessimistic,
after the last single-week ETF outflow, BTC recovered its losses within two weeks.
The question is: the macro environment is quite different this time, can it be replicated? 🫣
WOW, congratulations on the official launch of the OKX Planet web version!
From now on, you can happily chat and analyze with everyone using the web version!
No more switching between PC and phone.
Nothing more to say, keep going with low longs around $BTC 75K!
Who says there’s no human touch in the crypto world?
After Luo Yonghao @luoyonghao called out CZ @cz_binance, CEO Zhao,
$LuoYonghao token has been blocked and softly delisted as ***,
and its market cap has plummeted from $3M to the current $62K.
This is a gray area between decentralization & centralization,
a bunch of celebrity meme coins riding the hype,
which have long shifted from MEME elements to unauthorized use of portraits and infringement,
and since they’re not officially listed on-chain → wallets can trade them → who’s responsible if something goes wrong?
Luo Yonghao precisely exploited this loophole.
From now on, anyone using celebrity images to launch meme coins
will probably have to think twice,
especially if they happen to be WeChat friends with CZ.🥹
罗永浩
.@cz_binance
Hello Mr. Zhao, recently there is a virtual currency named "Luo Yonghao" (which also uses my avatar as the logo) being traded on your Binance exchange. Although it has not officially appeared in the "Trading Platform" tab and is only in the "Wallet" tab, it is still on Binance's exchange. To prevent people from being scammed, please take it down or provide an official complaint channel for delisting. Thank you.
Have to admit,
Hyperliquid @HyperliquidX is now the undisputed NO.1 in DEX.
Binance @binancezh has poured so many resources into Aster @Aster_DEX,
but the result is, $HYPE has a market cap of $11.59B,
while $Aster is just a fraction, $1.74B.
Now
Coinbase and Circle have proactively approached,
each staking 500,000 HYPE,
and handing over 90% of USDC reserve earnings to Hyperliquid,
while Hyperliquid holds $5 billion.
Let's do the math:
Previously USDH had only 100 million in circulation → annual yield of $1.6 million;
Assuming now $5 billion USDC × 3.5% yield × 90% share → annual $150 million → all used to buy back and burn HYPE.
This roughly equals an additional $400,000 daily buyback,
while currently Hyperliquid's daily average buyback is about $1.5 million,
which is about a 26% increase in buyback volume, roughly matching today's 20% price increase.
Looking at it now, after this cooperation, $HYPE's fundamentals have directly upgraded to a new level.
Last time chatting with Lao Bai @Wuhuoqiu, $HYPE was among his dollar-cost averaging targets, and Jenny Jun's target was $ASTER,
Not gonna lie, feeling a bit envious, keep it up, little A! 🥲
Lately, there's been a lot of talk about AI concepts, AI Agents, and AI tokens—
but one question remains unanswered:
What else can AI do on-chain besides transactions?
@Pan_Ecosystem gave a very practical answer:
AI + payments, used directly offline.
The recent data from South Korea looks pretty good:
Offline physical card registrations have clearly increased,
payment user numbers have surged accordingly,
and it’s not just good on-chain data—people are actually using the cards for spending.
Current PAN data:
30,000+ users + 300+ partners + coverage in 13 countries.
AI Agent data in the BNB ecosystem is also rising,
PANdora has already entered the top 20 in Agent revenue rankings.
Most AI×Crypto projects are still talking about "what AI Agents can do",
PAN is already doing "AI Agent + payment card = offline spending."
What’s the difference?
One is a PPT, the other is someone swiping a card at a convenience store in Korea.
Why Korea this time?
Koreans are famously early adopters—
if they can pay a premium for kimchi, they can do AI payments too,
plus with the hardware foundation of SK Hynix HBM + Samsung Galaxy AI,
Korean users naturally have a high acceptance of AI.
Highlight again: TGE hasn’t happened yet, those who know, know.
***
This does not constitute any investment advice, just personal notes and opinions, trade at your own risk.
The biggest takeaway from using AI to write strategies is,
you must feed your own strategy to the AI,
clearly providing technical indicators + decision logic,
letting AI write strategies purely on its own = giving money away to the market.
Strategy B, hand-tuned by Jenny,
has had a good win rate and profit-loss ratio over the past 2 months,
and the win rate seems to be 100% in the last month.
Last time, bought the dip at $75K, took profit at $79K,
took a short break for about half a month,
yesterday finally opened a position again,
and caught another small dip.
Speaking of this China-US talks,
where has Jack Ma, who was once at the peak of his fame, gone?
It's been a long time since we've heard news about Jack Ma,
he used to be called "Papa Ma," but now?
Or else, a collaboration between the two Mas,
would that be another great story?
机灵的杰尼君
Lei Jun and his idol Elon Musk @elonmusk share a once-in-a-century frame,
but judging by Musk's expression, he doesn't seem to remember Lei Jun very well?🫣
In 2013, Lei Jun flew to the US specifically to visit Musk,
touring Tesla's headquarters and factory, planting the seed of car manufacturing in his heart.
Ten years later, this seed grew into the SU7, directly competing with the Model 3.
Today, 13 years later, in Beijing.
Musk is part of the entourage, while Lei Jun is the host on home turf.
The roles have completely reversed.
The student from back then has now become the rival.
No wonder Musk's expression is subtle—
would you say he doesn't remember, or remembers all too well?🤣
Lei Jun and his idol Elon Musk @elonmusk share a once-in-a-century frame,
but judging by Musk's expression, he doesn't seem to remember Lei Jun very well?🫣
In 2013, Lei Jun flew to the US specifically to visit Musk,
touring Tesla's headquarters and factory, planting the seed of car manufacturing in his heart.
Ten years later, this seed grew into the SU7, directly competing with the Model 3.
Today, 13 years later, in Beijing.
Musk is part of the entourage, while Lei Jun is the host on home turf.
The roles have completely reversed.
The student from back then has now become the rival.
No wonder Musk's expression is subtle—
would you say he doesn't remember, or remembers all too well?🤣
The recent market has indeed been mentally exhausting.
BTC fell below 80,000, ETH dropped below 2,300, and the entire crypto market is drenched in red.
On the same day, the Nasdaq hit a record high, and the S&P also reached a new peak.
People used to say in the community that BTC is digital gold, BTC is inflation-resistant,
now that inflation is really here, US stocks are hitting new highs,
BTC is at 79,000.
In Chinese: BTC is neither gold nor US stocks,
it is just a high-beta risk asset; once the expectation of rate cuts disappears, no one wants it anymore.
Is it still time to switch to US stocks now? 🥲
