Crypto KOL Community & Market Trends

Discover crypto KOL insights, community sentiment, emerging market trends, and industry trend analysis.
Mining_sLittleSheep
The overall environment is terrible
Post-00s who just entered society can't find jobs
Can only do some small part-time jobs at night, 200 per time ~wataa🤤
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Mining_sLittleSheep
Only 3% away from the all-time high, is HYPE truly breaking through this time or just pretending?

First look at the surface: positive news is flooding in, but the price just can't break through that 75.5 resistance level.

In the past 24 hours, it has risen 10%, from 65.7 directly to 73.4, trading volume expanded to 1.8 billion, Vol/MC ratio reached 8.5%, capital activity is at its peak. Weekly up 18%, monthly up 60%, doubling within the year—HYPE is one of the strongest assets in the market this year.

First thing: on the day of SpaceX IPO, HYPE proved it’s not a “casino.”

On June 15, SpaceX went public. Traditional markets were chaotic, with issues in pricing, matching, and liquidity.

But on Hyperliquid, the SpaceX pre-IPO perpetual contract traded over $1.2 billion, with prices closely matching the actual opening price.

RWA is one of the biggest narratives for 2026. And HYPE has already run this story.

What does Wall Street want most? On-chain pricing power. HYPE is fighting for exactly that.

Second thing: ETF money is still flowing in continuously.

Weekly net inflow of $160 million, total holdings now account for over 1% of market cap.

ETFs are buying every day, platforms are buying back and burning daily, and circulating supply is limited. The supply and demand are undergoing a fundamental change—buying is ongoing, selling is one-off.

Third thing: $1.1 billion buyback and burn, this is not just talk.

97-99% of platform trading fees go directly into the fund, automatically buy back HYPE on the open market and burn it. So far, over $1.1 billion has been bought back and destroyed.

This is not a deflation narrative; it’s a deflation reality. Supply is visibly shrinking, and the price center can only move upward. As long as Hyperliquid remains the king of perpetual contracts, this flywheel won’t stop.

Bull-bear showdown, see for yourself

One side:

SpaceX IPO traded 1.2 billion on the day, validating RWA pricing ability

Weekly ETF inflow of 160 million, institutional funds continuously entering

Over 1.1 billion bought back and burned, real buying support

Only 3% away from ATH, breakthrough equals price discovery

Vol/MC ratio 8.5%, capital activity extremely high

The other side:

Failed to break 75.5 three times, huge psychological pressure

Profit-taking at high levels could hit anytime

Had a 30-50% retracement in the past six months

If BTC pulls back, HYPE will fall even harder

Key level at 73.4, only 2 dollars away from ATH at 75.5.

Resistance above: 75.5-76 (ATH) → 80 → 85-90

Support below: 70-68 → 65-66 (strong support)

Short-term traders:

Wait for a pullback to 70-71 to enter, or wait for a volume breakout above 75.5 to chase long. Stop loss below 68. First target 80, second target 85-90.

Swing traders:

Already in, hold steady. After confirming a breakout above 75.5, add to your position, target 100. If you haven't entered yet, 68-69 is your last cheap entry point. Stop loss at 65.

Long-term believers:

The 60-65 zone is gone. If you haven't entered, wait for a pullback to 68-70 to build a core position. Target 150 by the end of 2026, betting on RWA pricing power + ETF inflows + buyback flywheel. But if BTC crashes suddenly, run first.

HYPE now is like SOL at the end of 2023—

99% of people thought “it’s already peaked from 3 to 60,” but then it went to 200.

It’s not that HYPE is too expensive; it’s that your perspective is too narrow. #我的Gate交易时刻 #TradFiCFD黄金大师赛 #Gate现货交易量逆势增长增幅全球第一 $BTC $SOL $HYPE
BTC-0.67%
SOL-0.77%
HYPE+0.24%
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GateUser-d0dc13e9
Trivia: World Cup experts will never place bets during the group stage, and they definitely won't bet on 2:0 scores during the group stage. Those who understand will naturally get it.
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MarkEth
Elon musk spacex $SPCX make debut on Nasdaq two days earlier and  surged to 2.4 trillion market cap.

$135→$192

That's massive
SPCX+0.78%
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Mining_sLittleSheep
Polymarket is not a "truth machine"; it is a cash machine for nine people

You think it's making money from information? Actually, you're giving money to whales.

Only half of 2026 has passed, and Polymarket's controversial orders have already exceeded 1,150, surpassing the total for last year.

Before, when you played Polymarket, you thought you were voting with real money, participating in "collective intelligence."

Now, do you still dare to say that?

Today, I will lay three things out for you to ponder.

First: MSTR Bitcoin sales, rules changed afterward.

Strategy sold 32 Bitcoins from May 26 to 31, only announced on June 1.

There is a $79 million contract on Polymarket asking whether Strategy sold Bitcoin before May 31.

According to the rules—literally—yes, they sold, and within the deadline.

What was the result? The platform later clarified: the announcement was not made before the deadline, so it doesn't count. Ultimately, 98% of UMA voters voted "No."

A 20-year-old student’s prediction of $35k was directly invalidated, 1,838 accounts and $3.8 million positions were wiped out.

The phrase "rules suddenly changed" used to only appear in shady schemes. Now, it appears on a valuation worth billions of dollars—"the global truth machine."

Second: Spain's upset, new wallet precisely bets $9.06 million.

Early this morning, in the World Cup, Spain drew with Cape Verde, shocking everyone.

A newly created wallet, making its first bet, precisely wagers $4.22 million that "Spain will not win."

In the end, $422,000 turned into $35k, netting $906,000.

Entering 8 minutes before the match ended, new wallet, first bet, heavy stake, underdog—four words together—do you call this an "information advantage"?

This is not an information advantage; it's an information gap.

"Either you know the result in advance, or you're just a fool."

Third: US-Iran peace agreement, $345 million hanging in the air.

The US and Iran announced a 60-day ceasefire agreement. On Polymarket, the contract betting on "US-Iran peace agreement" has a trading volume exceeding $345 million.

The contract clearly states: it must explicitly declare that military hostilities "have ended or will be permanently stopped."

60 days of ceasefire, not permanent.

What was the result? Someone proposed voting "Yes," and was immediately questioned by UMA holders. The $345 million remains unresolved.

"You're betting on 'peace,' but they're playing 'word games.'"

Connecting these three events, you will discover a shocking truth:

Polymarket's rulings are never in your hands.

Whose hands are they in?

Bloomberg analyzed blockchain data from the past three years and found that nine wallet addresses hold over half of the UMA voting tokens.

Nine. Anonymous. Wallets.

These nine "almost always vote unanimously, and always for the winning side."

The Wall Street Journal's investigation is even more revealing: nearly one-fifth of disputes involve voters with financial interests in the same market.

"Are you letting contestants judge, or are judges betting themselves?"

A disqualified large voting committee member admitted: "You can only choose between traders with conflicts of interest or fools without conflicts."

In plain language: either whales are controlling everything, or fools are blindly betting. There is no third way.

So, does the prediction market still have a future?

In 2025, global prediction market trading volume surged nearly fourfold to $64 billion. Polymarket's monthly trading volume remains above $20 billion.

The data looks impressive. But what is behind the data?

Official accounts frequently post false information, investors unfollow, Jeff Bezos personally refutes rumors.

Insider trading scandals from Venezuela to Iran, from geopolitical issues to startup funding.

The platform itself states in its terms of service that "settlement rules can be supplemented later."

"If the judges can change rules at any time, then this competition has been fake from the start."

My conclusion is straightforward:

The value of prediction markets lies in information discovery—gathering dispersed wisdom into a probability signal.

But now, Polymarket's information advantage has become a channel for insider trading, and collective intelligence has turned into a voting game for nine whales.

This is not a "truth machine"; it’s a casino disguised as infrastructure.

If this sector cannot solve three issues—transparent rulings,利益隔离, rule locking—it will forever remain an advanced form of gambling, never truly becoming a financial infrastructure.

"When 'decentralization' becomes 'nine wallets decide,' this industry #我的Gate交易时刻 is not far from death."
BTC-0.67%
ETH-1.26%
POL-0.19%
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Crypto7777
API is now live with discounts as low as two-for-one (i.e., up to 50% off) for your chosen service provider—this time, Brother Sun has truly cut prices to make friends.

A brand-new self-selected service provider channel has been opened. With API fees lowered to as little as two-for-one, plus a recharge bonus promotion, your overall costs can be pushed down even further.
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GateUser-667b5a85
MoTA's configuration options are deep. Maybe too deep for beginners. But for someone who knows what they want, it's flexible. #MoTA #TradingAgent #PortfolioOptimization #RiskManagement
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GateUser-d0dc13e9
Good morning, my friends. Is the Solana trenches really rising from fun games $kins $Islands or from those damn animals $jotchua $turtle
SOL-0.77%
TURTLE-1.65%
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MarkEth
$SPX is reclaiming a key level.

Clean breakout above resistance with momentum building.

If the retest holds, this looks like the start of a new leg higher, with $0.45-$0.50 as the next area of interest.

Price spent months ranging. Expansion usually follows.
SPX+0.33%
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Dp大鹏
My friend wanted to buy 5,000 yuan worth of Spain vs. Cape Verde at 0:0 yesterday, and I strongly talked him out of it.
He just called me saying he has an urgent matter to ask me about.
I don’t know what’s so urgent.
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Mining_sLittleSheep
The Iran-U.S. agreement caused the Dow to surge by 700 points, but Israel and the CIA are quietly undermining it

Stock market celebrations, oil prices plummeting, Bitcoin soaring to $66k— all assets are celebrating peace.

But among the participants in this celebration, two of the most important players are not at the table?

One is sharpening his knife under the table, the other shaking his head behind the scenes.

Let's start with the good news.

In the early hours of June 15, the Supreme National Security Council of Iran officially confirmed that Iran and the U.S. reached a memorandum of understanding. Trump posted on social media to make it official: approving free passage through the Strait of Hormuz, immediately lifting the U.S. naval blockade of Iran.

The market went crazy.

The Dow Jones Industrial Average soared 468 points in a single day, closing at 51,671 points, a new all-time high. The Nasdaq rose 3.07%.

Brent crude oil dropped nearly 5%, falling below $83. WTI crude oil fell below $80 for the first time in three months.

Bitcoin broke through $66k. ETH rose over 8% in a single day.

Iranian Foreign Minister Araghchi said: some provisions began implementation on the 15th itself. Senior U.S. officials revealed that both sides had completed signing electronically. The formal signing ceremony is scheduled for June 19 in Geneva, Switzerland.

Everything looks—perfect.

But the true determinant of this agreement’s fate has never been the signing moment.

The first variable: Israel.

Just hours before the U.S.-Iran announcement, Israel bombed the southern suburbs of Beirut, Lebanon.

Trump, in a phone interview, directly cursed and called Netanyahu “completely unjudgmental.”

But cursing aside, Israel is not buying it.

Israeli National Security Minister Bennett Gvir publicly declared: “Trump’s agreement has no binding effect on us; Israel is not under U.S. jurisdiction.”

Israeli Defense Minister Katz stated: the Israeli military will not withdraw from southern Lebanon.

Prime Minister Netanyahu even openly said: “I don’t know the details of the agreement, but to prevent Iran from acquiring nuclear weapons, I will not restrain myself in any way.”

In plain language: you want a ceasefire? I refuse.

Israeli media described the agreement as “a failure” and “disastrous.” The opposition openly said the deal “erases Israel’s military achievements.”

It’s important to note that the first point of the draft Iran-U.S. memorandum is “immediate and permanent ceasefire on all fronts, including Lebanon.” The Iranian Foreign Ministry spokesperson emphasized that the word “Lebanon” was mentioned three times in the memorandum, and the U.S. must ensure Israel also complies with its commitments.

The U.S. signed, Iran acknowledged, but Israel says: I’m not playing.

Hezbollah in Lebanon is Iran’s proxy. If Israel doesn’t withdraw, Hezbollah will continue fighting. If Hezbollah keeps fighting, Iran can’t truly “end the war.”

The second variable: even more deadly— the CIA.

According to Axios, CIA Director John R. Ratcliffe told Trump and senior officials: based on intelligence, Iran may be unwilling to make the nuclear concessions the U.S. demands in any final agreement.

Multiple U.S. intelligence agencies’ collected information shows that internal discussions among Iranian officials differ from what they tell the U.S. and mediators.

Iran is playing one face in public, another behind the scenes.

And Ratcliffe is not the only skeptic. Secretary of State Pompeo and Defense Secretary Hegseth also expressed concerns and doubts about the deal in internal discussions.

On Trump’s side, Vice President Pence and Special Envoy Wittekov support the agreement. But the head of the intelligence system tells you: they might be lying to you.

So what’s the current situation?

The U.S. signed, Iran acknowledged, but Israel refuses, and the CIA doesn’t trust.

It’s like a tripartite contract: Party A and Party B signed, but Party C says “I’m not bound,” and Party A’s risk control department says “Party B might be deceiving us.”

How long do you think this agreement can last?

Don’t forget, the core mechanism of the Iran-U.S. memorandum is: sign the memorandum first, then start 60 days of negotiations— tackling the toughest issues like nuclear concerns and comprehensive sanctions relief, all left for these 60 days.

60 days. Only 60 days.

And within these 60 days:

Israel could strike in Lebanon at any time

Iran might refuse to budge on nuclear issues

Intelligence from the CIA might prove Iran is lying

If any link breaks, the agreement collapses

“Peace is the reason for market euphoria, but peace has never been locked in by a paper agreement—especially when the signers can’t control those off the table.”

The Dow hit a new high, oil prices plummeted, Bitcoin soared past $66k— how much of this rise is real peace dividends, and how much is overly optimistic expectations?

If before the signing ceremony on the 19th, Israel bombs Beirut again?

If during the 60 days of negotiations, Iran refuses to back down on uranium enrichment?

While the market celebrates, the smart money is already #我的Gate交易时刻 counting retreat routes.
BTC-0.67%
XAU+0.38%
BZ-1.18%
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Crypto7777
Mutual follow squad, assemble! #BlueV mutual follow

Wholeheartedly aiming to reach 10,000 BlueV fans—need lots of partners for mutual help. We promise to follow back for every related account; we will never neglect, and we will not miss follows.

If you haven’t hit 10,000 fans yet, everyone—quickly gather in the comment section, actively follow me. I’ll follow back one by one; let’s all support each other and achieve the goal of 10,000 fans and BlueV!
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OldY
Spain, you really don’t even have the nerve—what the hell is this? You’re ranked No. 2 in the world, and your whole team is worth €1.22 billion. Yet you still can’t beat Cape Verde, ranked No. 67, whose entire team is worth less than €50 million. And you’re still messing around like that? What the hell is wrong with you? Just one Yamal is worth 4 times Cape Verde’s entire squad. Before the match, they said he was injured and hadn’t recovered, so he couldn’t play—but around the 70th minute he still came on. This is fucking ridiculous—you didn’t even win.
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Mining_sLittleSheep
ETH surges 10%, Hayes, Wang Chun, and whales collectively step in. On the other side, someone has shorted with 80 million.

This is no coincidence; it’s a hellish battle between bulls and bears.

44.4k ETH, $80.56 million, all borrowed from Aave, going all-in on a short.

This is what an on-chain address did yesterday.

Within the same 24 hours, ETH violently rallied from a low, with the intraday gain surpassing 10%, reaching $1,841, marking the strongest single-day performance since this correction began.

At the same time, three bullish camps made their moves:

Arthur Hayes-related address increased holdings by 3,000 ETH, worth about $5.42 million;

F2Pool co-founder Wang Chun bought the dip three times in June, accumulating about 43,019 ETH, with unrealized gains over $8.64 million;

US-listed company BitMine (BMNR) added another 76,881 ETH last week, with total holdings surpassing 5.62 million ETH, accounting for 4.66% of ETH’s total supply.

Hayes, Wang Chun, BitMine—have they coordinated?

But their wallets on the same day targeted the same coin, uttering the same message: the bottom is in.

And the person who borrowed $80 million to short might be staring at the screen late at night, sweating, repeatedly checking their liquidation line.

Who’s right, who’s wrong?

Don’t rush to pick a side. Let me tell you why these people all acted simultaneously.

The answer is on the calendar for June 18.

In the early hours of Thursday Beijing time, the Federal Reserve will announce the results of the June policy meeting. Multiple institutions, including Huatai Securities and Goldman Sachs, expect the rate to remain unchanged.

But that’s just the surface.

The real key is two things: first, the Fed will remove the dovish language from its statement; second, Powell’s first appearance as Fed Chair.

Removing dovish language means the expectation of rate cuts is officially withdrawn. The dot plot will shift from “one rate cut each in 2026–2027” to “maintain rates unchanged.”

Meanwhile, the Fed is expected to lower its growth forecast for 2026, while raising inflation and neutral rate projections.

Money will be harder to borrow, inflation higher, and rate cuts—forget about it.

This is classic “hawkish standstill.” Why did ETH surge 10%?

The answer is simple: Powell’s first speech in office, the market bets he won’t really hold the line.

Hayes’s logic: The Fed dares not tighten further. If they do, the economy can’t withstand it. The more hawkish voices, the more numb the market becomes to the “last hawk”—by the time real problems emerge, only rate cuts can save the day.

This 3,000 ETH is his low-risk bet on future liquidity.

Wang Chun’s logic: miners know the real on-chain activity best. Post-merge, Ethereum’s staking rate, L2 gas consumption, stablecoin on-chain circulation—these data aren’t on candlestick charts, but they run daily through his nodes.

BitMine’s logic is straightforward: 56.2k ETH, with a market cap over $10 billion, accounting for 4.66% of Ethereum’s total supply. Tom Lee’s target is to hold until 5%—which means continued buying. As a listed company, buying tokens isn’t for short-term speculation but for long-term asset allocation.

Three smart money flows, three different reasons, pointing in the same direction.

But on the other side, it must not be overlooked.

The address that borrowed 44,000 ETH from Aave to short isn’t betting ETH will fall—it's betting you won’t sell, or they’ll be wiped out.

They’ve borrowed over $80 million worth of ETH, continuously selling on the secondary market to create pressure. What does this mean?

It indicates that high-leverage long-short bets on-chain have entered a heated phase. Bulls want ETH to rise to $2,000–$2,500 to shake out shorts; shorts want the bulls to take profits at high levels and trigger a collapse.

If this address gets liquidated, the $80 million long buy orders will be instantly released—this isn’t “volatility,” it’s a market-level nuclear button.

The bulls believe institutional entry is just the beginning, on-chain data is bottoming; the bears see the rebound as a chance to escape, ETF funds are still flowing out, technicals are fragile, and once $1,630 is lost, there’s no turning back.

The bears’ biggest trump isn’t their own positions but that the bulls will give out first.

So, back to the question:

Did Hayes, Wang Chun, and BitMine buy on the same day by coincidence or consensus?

My answer: It’s smart money collectively confirming the “deeply undervalued ETH bottom,” but they don’t know when the others will sell.

And the short seller might have spotted this—an on-chain story of protocol income supporting a rebound. In a market with shrinking liquidity, can it really hold?

Hayes bets the Fed won’t dare to go full hawk; Wang Chun bets Ethereum’s fundamentals are severely underestimated; BitMine bets on a big-cycle asset allocation; the short seller bets someone #我的Gate交易时刻 among them will fold first.
BTC-0.67%
ETH-1.26%
SOL-0.77%
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LighthouseSays
$SPCX Last night to today, it continued to surge before the market opened, reaching around $228 at one point.
In terms of fundamental narrative, the main points are:
First, strong demand after SpaceX's IPO, with underwriters fully exercising the over-allotment option, further expanding the fundraising scale;
Second, the company's long-term growth story is significant, including Starlink user growth, leading position in launch services, government and defense contracts, and future potential in AI/Orbital data centers;
Third, Musk's very aggressive long-term revenue targets announced yesterday have caused the market to reprice SpaceX based on the logic of "space infrastructure + AI gateway."
Additionally, ARK/Cathie Wood's purchase after the IPO further reinforced market expectations of institutional capital entering.
My view:
This round of rally is certainly supported by fundamentals, but the sharp rise to 228 in the short term is likely driven by sentiment and small-scale capital structure factors.
The small circulating supply of SpaceX's new stock, high retail enthusiasm, and the gamma expectations brought by upcoming options activation are all amplifying volatility.
$SPCX It is no longer just an ordinary growth stock within traditional valuation frameworks; it’s more like an early trading of Musk’s vision for the space economy over the next decade.
This kind of market is characterized by high volatility, with both bulls and bears having reasons to compete. Whether it can hold around 220 after opening, and whether the options market will continue to push sentiment higher, short-term traders might take some quick profits after rapid gains, while chasing longs becomes less daring.
What does a market cap of 3 trillion mean? It has already surpassed the total market value of all cryptocurrencies.
SPCX+8.74%
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LighthouseSays
$SPCX Last night to today, it continued to surge before the market opened, reaching around $228 at one point before the open.
In terms of fundamental narrative, the main points are as follows:
First, demand has been strong after SpaceX's IPO, with underwriters fully exercising the over-allotment option, further expanding the fundraising scale;
Second, the company's long-term growth story is significant, including Starlink user growth, leadership in launch services, government and defense contracts, and future potential in AI/Orbital data centers;
Third, Musk's very aggressive long-term revenue targets announced yesterday have led the market to reprice SpaceX based on the logic of "space infrastructure + AI gateway."
Additionally, ARK/Cathie Wood bought in after the IPO, further reinforcing market expectations of institutional capital entering.
My view:
This round of rally is certainly supported by fundamentals, but the sharp rise to 228 in the short term is likely driven by sentiment and a small chip structure.
The small circulating supply of SpaceX's new stock, high retail enthusiasm, and gamma expectations from upcoming options activation are amplifying volatility.
$SPCX It is no longer just an ordinary growth stock within traditional valuation frameworks; it’s more like an early trading of Musk’s vision for the space economy over the next decade.
This kind of market is characterized by high volatility, with both bulls and bears having reasons to compete.
Watch whether it can hold around 220 after opening, and whether the options market will continue to push sentiment higher.
In the short term, some quick gains might be shorted, and those chasing the rally may hesitate to buy more.
What does a market cap of 3 trillion mean? It has already surpassed the total market value of all cryptocurrencies.
SPCX+8.74%
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Mining_sLittleSheep
The "Ultimate Judgment Week" for the global financial markets has arrived.

Focus on these three central banks this week, don’t wait for technical signals to fail

Three major central banks, 72 hours, three shots fired. For those holding six-figure positions, this article is written especially for you.

🧵 Break it down point by point 👇

1. Countdown: 72 hours.

June 16 (Tuesday) → Bank of Japan June 18 (Thursday) → Federal Reserve June 18 (Thursday) → Bank of England

Within three days, three central banks will act back-to-back. This is no coincidence; it’s the strongest coordinated effort among global central banks this year.

In recent weeks, global assets have been tossed around by the incident in the Strait of Hormuz, barely catching their breath after the positive news of the US-Iran agreement. The Dow surged to 51,671 points, hitting a new all-time high, with the Nasdaq soaring 3%. Many hadn’t even had time to celebrate before the real "shock" hit.

These three shots are fired in quick succession. Any one of them signaling hawkishness beyond market expectations will trigger a "triple kill" for risk assets.

Are you ready? Ready to be liquidated?

2. June 16, Bank of Japan — The world’s safest "free cash machine" is forcibly locked

Market expects the Bank of Japan to raise interest rates by 25 basis points, officially pushing the policy rate from 0.75% to 1.0%, entering the "1% era" — the highest level since 1995, 31 years ago.

1% sounds low? But in the macro world, "the last rate hike" is more than just literal.

This is the last global zero-cost funding pool, officially closing. Bank of Japan Governor Ueda Kazuo will be absent due to health reasons, with Deputy Governor Uchida Shunichi presiding.

Here’s the key —

The scale of yen arbitrage trading is about $400 billion. Countless institutions over the past decade borrowed yen, bought US bonds, Bitcoin, AI tech stocks, playing the game of "borrowing at zero cost to make money." And this time, net short yen positions have soared to their highest since 2017.

If the Bank of Japan raises rates and signals that "there’s still a possibility of further hikes" from the "wait-and-see" stance, the sound of this landmine being stepped on will be much louder than in 2024.

At that point, arbitrage trades will face deleveraging. Who will be sold off first? Always the riskiest — Bitcoin and various altcoins.

When the Bank of Japan unexpectedly hikes in July 2024, the carry trade chain collapses, and Bitcoin plummets from $65,000 to $50,000 within a week. If hawkish signals are misinterpreted, the reliance of cryptocurrencies on liquidity could turn all technical analysis into trash.

3. June 18, Federal Reserve — This time, not raising rates is the biggest "bad news"

After the tough battle in Japan on Tuesday, crypto positions still can’t relax — because bigger variables are still ahead.

Market expects the Fed to keep rates between 3.50% and 3.75%, with a 98.5% probability. But that’s not the real focus. The key factors that will determine the fate of risk assets from September to year-end are three:

① The "dovish" inclination in the statement will be removed. Huatai Securities expects the FOMC to completely eliminate language indicating a dovish bias in the decision statement. In plain language: the economy might weaken, but inflation won’t come down, so I do nothing, and I might even hike.

② The dot plot’s guidance of one rate cut in 2026-27 will be changed to keep rates unchanged. This move effectively kills the last "rate cut fantasy" in the market.

③ The "hellish start" of new Chair Kevin Woor — his debut will be the real focus.

Three weeks into Trump’s presidency, Fed Chair Kevin Woor must deliver his first policy report amid inflation returning above 4%, bond markets starting to price in rate hikes by year-end, Trump’s continued pressure to cut rates, and the most severe internal division in the FOMC in nearly 34 years. The market generally expects his tone to be "neutral leaning hawkish."

Goldman Sachs has completely abandoned the rate cut fantasy for this year, delaying the first cut to June 2027, and doubling the probability of rate hikes.

Expectations for Fed rate hikes remain, Trump calls for cuts, but the market doesn’t believe it; Woor will decide based on data, not for anyone’s sake.

4. Same day, Bank of England — The tug-of-war between inflation and the economy may intensify global liquidity pressures

Market expects the Bank of England to hold the base rate at 3.75%, but voting results could split 7:2. Chief Economist Piel may support another rate hike.

Goldman Sachs expects the Bank of England to keep rates steady through 2026, with a rate cut window possibly delayed until 2027. Bank of England Governor Bailey believes they can "wait and see." But the real danger isn’t the rate hike itself; it’s that, in a high global interest rate environment, any central bank unwilling to loosen will tighten the "water tap" again and again — where does liquidity come from? From carry trades or crypto markets? The side with lower capital costs will be the first to run.

One shot alone may not be enough to cause a storm, but combined with Japan and the US, it could form a small perfect storm.

5. Conclusion — Reduce positions before Thursday, at least don’t leverage more

The Dow hits new highs, oil prices plunge, US and Iran reopen the Strait of Hormuz, Wall Street bulls go wild. But the reality in the next 72 hours is: once Japan or the US signals hawkishness — even just strong wording — the market will immediately face a "risk asset triple kill."

Cryptocurrency is fundamentally a liquidity premium game. When the three major central banks simultaneously signal "don’t expect easing," don’t wait for technical signals to fail.

Bitcoin has retraced from its $123k all-time high to around $66k, nearly halved. Key support levels are $62,000 and $60,000. Trading volume has shrunk compared to before, indicating less willingness to chase highs.

Let me be direct:

"Three consecutive central bank kills, each trigger takes out a group of unprotected speculators. When you see panic on the K-line, it’s already too late to reduce."

Three doors closing layer by layer. You either adjust your positions now or wait for their wording to trigger emotions.

Safety first. Take profits now, at least unload leverage. #我的Gate交易时刻 #TradFiCFD黄金大师赛 #比特币反弹 $BTC $ETH $XAU
BTC-0.67%
ETH-1.26%
XAU+0.38%
0
OldY
Spain, you really don't even want your face anymore.
Ranked second in the world, with the entire team valued at 1.22 billion euros,
losing to Cape Verde, which is only ranked 67th in the world and has a team value of less than 50 million euros,
you still play your damn game.
An Amarl's value is four times that of Cape Verde. Before the match, they said he was injured and not ready,
but he still played around the 70th minute. This damn thing still didn't win.
Nik Williams was also injured, didn't even play in the warm-up match,
but both of them went on the field, and nothing was scored.
With you like this, do you still want to learn from the year you won the championship in 2010?
That year, although ranked second in the world, they lost 0-1 to Switzerland, ranked 24th.
You can't beat a team 65 places below you, what else can you do?
You're nothing.
Everyone says Brazil beat Morocco, and you all call it an upset,
but I think it's not that surprising, after all, the world rankings are only one place apart.
And this time in the World Cup qualifiers, Brazil didn't play well either,
and ended up only fifth in South America.
If it weren't for the expansion of the World Cup, they might not even qualify for the finals.
@River4fun @RiverdotInc
Honestly, just go quietly and lie down in Aave earning dead interest,
that little return isn't enough to fill your teeth now.
Just now I saw the arbitrage idea @TermMaxFi mentioned, and it’s pretty interesting.
Just set up a fixed-term lending limit order (for example, sticking to $Qon ’s 5% interest rate).
Before the order is matched and eaten, your funds are actually lying in Gauntlet’s Morpho vault earning basic returns;
Once the market fluctuates and someone takes your order, seamlessly switch to your high-interest fixed term,
and when it matures, you can keep stacking it infinitely.
It’s about earning on both ends, with no idle funds at all.
In the past, borrowing and lending didn’t have this treatment; fund efficiency is maximized.
Although whether the limit order gets filled depends on luck, this combo of bottom-line yield + high-interest options really appeals to arbitrage dogs.
If you have idle money or assets, you should really study this approach, instead of just holding on to Aave and getting cut.
AAVE-1.22%
MORPHO-4.33%
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Mining_sLittleSheep
Who is it? Who got rid of such a beautiful girlfriend?
Who wants it? Wash it and it can be used. I’ll go pick it up and send it to you.
This thing is brand new and costs tens of thousands of yuan.
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LittleLucky2
Yesterday's US stock trading volume leaderboard looked like this.
All green, with the Nasdaq up 3 points, it seems there are no short-term negative factors for AI technology anymore, as if everything is just various boosts and icing on the cake.
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