Crypto KOL Community & Market Trends

This clearly shows in a video how a player with no team spirit ruined a match, and when you put yourself in Haaland’s shoes, you’d really get so angry you’d feel like you’re going to explode.

I just saw two pieces of news:
As shown in the chart: economists and Wall Street say the probability of a recession has dropped to 25%, with inflation expectations revised upward to 3.4%; the following views are based on the assumption that subsequent data will support these forecasts.
Taken together, these two data points essentially confirm that the “No Landing” scenario—the one the market least wants to face—is being validated. Wall Street has been front-running trades “recession will force the Fed to pump liquidity,” but this fantasy has now been completely shattered.
The substantive impact on the tape comes down to extreme divergence in pricing power and a reset in liquidity expectations.
On the macro level, if the economic fundamentals have not broken down, corporate earnings (EPS) have a floor; but if inflation won’t come down, the Fed has the strongest possible reason to keep dragging out the high-interest-rate environment (“Higher for longer”). As long as the risk-free yield stays elevated, the broad-based rally in valuation expansion (PE) driven by liquidity overflow is completely over.
When it comes to U.S. stock holdings, the coming market will be a meat grinder. With the combination of high rates and inflation, capital will be extremely realistic—clustering aggressively around megacaps with absolute pricing power. Because only these leading companies can pass inflation costs to downstream players, and they still have abundant cash flows to earn interest. Meanwhile, mid- and small-cap stocks (Russell 2000) that rely on low-cost debt to stay alive, and unprofitable growth stocks, will be slowly worn down under the high costs of debt rollover (Rollover). The index may hold steady, but beneath it, individual stocks will be severely torn apart.
As for gold, under this data, the logic is actually even more solid. In theory, delaying rate cuts eliminates the negative effect, but against the backdrop of a real upward shift in the inflation center of gravity (raised from 3.2% to 3.4%), gold is no longer priced on short-term interest rate fluctuations—it’s priced on a long-term anti-inflation benchmark and credit hedging. This is also the core reason why even with Treasury yields so high, gold can’t be smashed down deeply.
All in all, give up the obsession with the Fed quickly cutting rates and flooding the market with liquidity. The next trading environment won’t have a broadly beneficial β—only brutal α: whoever has real cash flow and a moat can get through this high-rate era; everyone else will be slowly drained by liquidity.
$XAU

Everyone celebrates the outcome, but very few understand the journey behind it.
They don't see the fear when markets crash.
They don't see the conviction it takes to keep holding.
They don't see the long hours spent learning, researching, and staying disciplined.
They don't see the sacrifices made while others are sleeping.
Then one day, when the results finally show, they'll call it "luck."
Luck may open a door, but consistency, patience, and resilience are what keep you in the game.
Stay focused. Keep building. Your work will speak for itself.
$BTC

🤯 Imagine buying 80,000 $BTC ‌ in 2011 for just $260,000.

What happened next?

• Entry price: ~$3.25 per BTC
• Held through multiple bull and bear markets
• Didn't sell a single coin for nearly 14 years
• Finally exited in 2025 for over $9B

That's a return of more than 34,000x.

The biggest lesson isn't the return.

It's the patience, conviction, and ability to hold through years of volatility.

#USIranWarCloudsGather
#GUSDYieldRisesto3.8%

Imagine buying 80,000 $BTC in 2011 for just $260,000.
What happened next? 👇
• Entry price: ~$3.25 per BTC
• Held through multiple bull and bear markets
• Didn't sell a single coin for nearly 14 years
• Finally exited in 2025 for over $9B
That's a return of more than 34,000x.
The biggest lesson isn't the return.
It's the patience, conviction, and ability to hold through years of volatility.

$T spot chart reveals a solid +14.61% pump today, currently trading at 0.005497.

Looking closely at the numbers, this isn't just a short-term blip:

7-Day Growth: Up a massive +54.54%
30-Day Growth: Holding strong at +45.96%

After testing a 24-hour high of 0.006000, the price experienced a brief consolidation but is now pushing back up with steady volume.

The 24-hour volume is sitting at 375.08M T, showing that trader interest is definitely waking up.

Are we looking at a sustained reversal, or is a pullback incoming? Keep a close eye on the 0.006000 resistance level! #WorldCupChampionPrediction #SKHynixADRIndicativePrice149

Many people think that in scams, market makers make money by liquidating retail traders. In fact, in the logic of beginner-level trading, the main source of income is the counterparty side.

The key to making money is not about how much you can liquidate the opponent, but how much you can “load” into your contract.

When choosing a market-making target, they often pick projects with five “lows” characteristics: low activity, low open interest (OI), low liquidity, low market cap—ideally old coins or new coins with basically zero trading volume.

The reason is simple: this kind of coin is easiest to collect enough chips, achieving “highly controlled float.”

But precisely because of the “five lows,” no one in the market is really interested.

At that point, if the market maker wants to open a $1 position “long” with $1 million as the base position, it may take half a day and still can’t open even $100k—because there are no counterparty positions (no one matches you as a counterparty, no one opens shorts, and no one closes longs).

Since there are no counterparty positions, the market maker must “set up the scheme” themselves to lure retail traders in.

2. Spend money to pump,登上 “龙虎榜”
Assume a project starts at $1. The market maker has already absorbed enough chips. In the ideal case, the depth between $1 and $2 is $100k.

Then the market maker will spend $100k in real money to pump the spot market, pushing the price to $2.

The goal is to make this coin rise by 100%, successfully登上 the exchange’s “龙虎榜” (the gain leaderboard).

But during this spot rally phase, the market maker actually can’t open too much base position on the contracts—maybe even losing money during the process. Still, once it hits the board and the exposure is big enough, retail traders will be drawn in.

3. Use human nature to lure the enemy deeper

When retail traders see a “five lows” coin suddenly surge by 100%, what will they think?

Retail traders’ first reaction is usually: “It doubled, so it must be at the top—short it now!”

So retail traders start opening shorts nonstop. Those retail shorts are exactly the “counterparty positions” the market maker dreams of.

At this time, the market maker can naturally, at the $2 level, place that $1 million long base position into the market in batches. Retail traders short as much as they can, and the market maker’s long position fills as much as they short.

Once the base position is built, the first phase of the decisive battle begins—continuous ramping.

The market maker will increase marketing volume on social media (such as X). The more front and center the project is on the “龙虎榜,” the more retail traders are attracted. If retail traders think it’s up 1x and should short, the market maker pushes it 3x; if retail traders think 3x is enough, the market maker pushes it 5x. The more jealous and hard-headed retail traders short, the more their shorts turn into the market maker’s steady stream of profit.

When the price is pushed to $5, the market maker wants to “close and realize” the long positions. But then they may face another problem: there might be no retail traders left to take the other side (not enough long positions or short-closing positions to serve as counterparty liquidity).

As a trader with highly controlled float and command of liquidity, the market maker has two options to complete the harvest:

Option one: dump-and-close (one wave ends)
1. At the high of $5, the market maker opens enough short positions.
2. Then they疯狂 dump the spot market, forcibly smashing the price back to $2 using a dump approach.
3. Final outcome: the market maker not only profits from the long positions that ramped from $2 to $5 ($1 realized), but also profits from the shorts that dump from $5 back to $2 ($1 unrealized), and also makes the money from selling the spot at $5. After that, they just need to gradually close the $2 shorts.

Option two: range-bound shakeout and wash (cut another round)
1. At the high of $5, the market maker opens both longs and shorts at the same time, starts dumping—but doesn’t dump too deep (for example, down to $4 or $3.5).
2. By stimulating retail traders’ long sentiment through oscillations of a certain magnitude, then continue pushing upward to $6 or even higher.
3. In this way, the market maker can close all the long positions comfortably at a higher location above $5.

In contract trading battles in the coin market, liquidating the counterparty is not the only—and not the main—way for the market maker to make money. The real foundation is to set up the scheme and attract “enough counterparty positions” so you can smoothly build positions and exit.

If the market basically has no chips or liquidity, and retail traders blindly rush in to short without any safeguards, then in the eyes of a highly float-controlled market maker, they’re likely just fish on a chopping block, anyone can slaughter.

That’s also why, when facing a meteoric rise in a niche coin, blindly “hard-headed shorting” often leads to a miserable end—the underlying reason at the bottom level.

Believe in the power of belief. Those who followed are already “eating meat.” The White House narrative is still on a whole other level—BSC memes can easily hit 20M+. A project that Robinhood and the Trump administration collaborated on, plus a sip of White House “milk,” and 530A only manages 2M+. 0x6e47d95928cb39b5e51be425aab2a5190418e943

I really don’t get why they didn’t pass the ball to Haaland. If they had, Norway would most likely have advanced today—what a pity!

Warren Buffett is sitting on nearly $400B in cash, and that’s hard to ignore.
The last time Berkshire built a cash pile this large was around the 2007–2008 period. It doesn’t guarantee a crash, but it does suggest Buffett sees more value in waiting than chasing current prices.
GM.

Alpha 已经连续 16 天没有新币空投了。
经历了上个月短暂的高光后，平台又新增了约 3 万名活跃用户，总玩家数已经来到 13 万。
问题在于，玩家越来越多，池子里的“鱼”却没有变多，反而越来越少。
只出不进的情况下怎么能维持下去，唯一的方式就是降本增效。
最近一直刷的时ARX，3.3万交易量大概2.2U磨损这样，现在有玩家又开发出了钱包刷证券代币QQQB，实测同样3.3万交易大概只有1U或者更低。
果然还是高手在民间！需要注意的是把滑点设置0.02防止被夹。
目测已经有人开始刷17分这一档了，加上3分储蓄分，上项目频率在不高点280分以上也不是不可能出现。
希望下半月一切都好起来！

$LAT is making massive moves, surging over +59% today to hit $0.0006860!

Looking at the 15m chart, it exploded from a 24h low of $0.0004272 all the way up to a peak of $0.0007696.

With a massive +88% gain over the last 7 days, momentum is heavily in favor of the bulls right now.

The volume is pumping, but it’s currently consolidating right below that recent local high.

Is this just the beginning of a massive Layer 1 & 2 breakout, or are we due for a healthy retest?#USIranWarCloudsGather #SKHynixADRIndicativePrice149

Not every opportunity comes with excitement.
While most traders are busy chasing the next shiny coin, $ZIG has been quietly building a strong foundation.
The bigger picture hasn't changed for me, and $0.70 remains my target.
Sometimes the best trades are the ones that don't need to make the loudest noise.
#ZIG @ZIGChain

最近花了点时间研究 @KorProtocol，感觉得这个项目的切入点挺靠谱。
这两年大家都在讨论 AI 能生成音乐、视频、图片，生产内容越来越容易，但真正难的是后面的版权和收益。作品到底归谁？AI 参与创作怎么算？授权流程怎么走？版税什么时候能到账？这些问题一直都是内容行业的老难题，AI 普及之后反而被放大了。
而 @KorProtocol 做的，正是这一块基础设施。
它建立在 Base 生态上，把创意资产的整个生命周期串了起来：先通过 Verify 完成作品确权，把来源、版权、授权信息记录到链上；再通过 Route，帮助创作者和品牌、厂牌、平台等需求方完成匹配；最后通过 Settle，利用智能合约和 USDC 自动完成版税和收益分配。
我理解下来，它的商业逻辑其实很直接，就是撮合「创作者/IP」和「内容需求方」之间的买卖。无论是版权授权、内容合作、音乐采样、AI 训练授权还是二创分成，都可以在协议里完成。平台通过提供版权管理、交易撮合、结算等服务获得收入，而随着交易越来越多，数据也会不断优化推荐和定价，形成正向循环。
相比很多还停留在讲故事阶段的 AI 项目，我更喜欢这种已经有产品、有用户、有商业模式的团队。
公开数据显示，目前 KOR 已经拥有超过 100 万注册用户、200 万美元以上收入、28.5 万+ NFT、250 万美元创作者 IP 价值，并与 1000+ IP 合作伙伴建立合作，这些数据至少说明它已经开始真正服务创作者，而不是停留在概念验证。
另外，项目刚刚完成 750 万美元 Series A 融资，由 1kx 和 Blockchain Capital 领投，Animoca Brands、Republic、Solana 等机构参投，还有 deadmau5 等知名创作者支持。从投资阵容来看，市场对这个方向还是比较认可的。
如果你本身是音乐人、视频创作者、设计师，或者未来有版权收费、内容授权、AI 创作商业化的需求，我觉得可以去体验一下 @KorProtocol。目前项目仍处于早期，可以关注产品发展，熟悉产品的同时，也能看看它到底是不是自己长期看好的方向。
现在市场越来越卷，真正有机会沉淀价值的，往往不是又一个 AI 模型，而是让 AI 内容能够确权、交易、分账、持续产生收益的底层基础设施。至少在这个赛道里，@KorProtocol 是目前比较值得持续关注的一个项目，TGE 也不远了。
#KorProtocol #Base #BaseEco #AI #CreatorEconomy #Web3

Coming from last time: the US and Iran have clashed again, the Strait of Hormuz has been closed again, but the market has “desensitized.”
Just as Iran announced the closure of the Strait of Hormuz in the early hours of this morning, when I watched the order book, prices didn’t panic-surge. Instead, the prices stayed stable—this is an extreme “desensitization” characteristic of the market.
Why? Let’s dig into it:

Fundamentals:
Since the closure of the Strait of Hormuz was first announced at the start of the US-Iran war, over these 100-plus days, the situation was most severe at the beginning. Because oil shipments were involved, and the oil production facilities had no buffer period to allow for give-and-take, crude oil jumped straight from 65 to around 120. But as time went on, both buyers and sellers of crude didn’t want to be locked down by a single choke point. So they started looking for all kinds of alternative routes—for example, Saudi Arabia’s expansion of its Red Sea oil pipeline a few days ago, and the dual-lane management proposed by Oman and Iran in recent days. These are actually all factors that ease the single impact caused by the Strait’s closure.
This suggests that Iran’s announced closure is really only aimed at routes within its territorial waters. As long as oil can flow through the middle route, crude oil can still be shipped out. This is a highly restrained performance—after all, Iran’s new president is in the early period of consolidating power, so they still need a tough stance domestically. Externally, they also need to leave room to avoid being hit with a comprehensive crackdown by the United States.

Mid-to-long-term view:
The marginal effect of geopolitics is diminishing, and a cooling trend is likely.
At present, the market’s consensus logic is: as long as it doesn’t spill over to threaten the oil production facilities themselves, then a pure channel blockade threat is just a “wolf coming” story. The US and Iran are both walking a tightrope right now—U.S. forces conduct targeted strikes without a full-scale invasion, while Iran keeps tough rhetoric plus precise control over the intensity of its strikes. Considering that

Believe in the power of belief
If you kept up, you’re eating meat too
The White House narrative is still very high-minded
BSC memes can easily reach 20m+
A project that Robinhood and the Trump administration are partnering on
Just one “sip” of White House luck, 530A is only 2M+
0x6e47d95928cb39b5e51be425aab2a5190418e943

I thought changing chains would lead to a different outcome.
Turns out it’s still the same group of people doing PVP together.
Robinhood’s meme lifecycle is still short-lived.
$HOOD ’s stock price, though, is holding up pretty well.
Aren’t the same people into playing the US stock market and trading crypto?

Stephen Chow’s “Kung Fu Women’s Football” has sparked a split in online reputation—one camp gives it full marks, while another outright rejects it entirely.
As a longtime fan who’s watched every Stephen Chow film, to be honest, after watching the trailer I really couldn’t muster any desire to want to see it.
Over the years, what I’ve loved has never really been the works Stephen Chow directed—it’s been the movies where Zhou Xingchi personally appears on screen and acts. Even if it only has one or two shots of him, I’d still rush in blindly. But films that he only directed and didn’t personally appear in often struggle to meet my expectations.
At the end of the day, it’s because I expected too much from him, which makes disappointment more likely. Still, if you look back at all his works, there was controversy right at the start after release, and only a few years later did the reputation turn around. Maybe that’s Zhou Xingchi’s fate—his life is his most精彩 movie!
No matter whether it’s good or not, I’ll still go support Stephen Chow—that’s just my nostalgia～