Don’t get overwhelmed by the market’s wild swings—understand the essence, and you won’t get drained

Recently, the crypto market has felt like a roller coaster: on one side, all kinds of sh*tcoins are blowing up like crazy, and doubles are everywhere in a single day; on the other side, news about protocols being hacked and funds being stolen is flying around nonstop.

And the situation on the US–Iran front is even more like a serialized drama. The day before, they said the talks had broken down and they’d go to war—oil prices shot up immediately, then the next day Trump said one line, “We can still talk,” and oil prices crashed on the spot, plunging 9%. Market sentiment flips in an instant, and Big Pie rallies straight up 5% in a day.

Many people can’t make sense of this run of price action. In fact, the core is just two points:
First, inflation expectations are tightening less. When oil prices fall, everyone feels the pressure from the Fed’s rate hikes is smaller, so risk assets naturally rise.

Second, Morgan Stanley MSBT is live—this is the real major piece of good news. The doors of traditional finance are fully open now. From here on, for institutions, buying Big Pie is as convenient as buying stocks.

As for those sh*tcoins that are surging like crazy, don’t be jealous. It’s just Big Pie going sideways—idle cash has nowhere to go, so it crowds into small-cap coins to cut the leeks. When the money pulls out, the fall starts faster than anyone else.

The crypto market is always like this: what’s chaotic is people’s hearts, but what doesn’t change is the logic. Don’t chase those so-called hot spots you can’t figure out—holding onto what you can hold is better than anything. #美伊冲突再起引发市场动荡