AllDayLong
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Age 7.7 Yıl
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A-shares are mostly in these stocks
Still worried about not having a big bull market?
Complete the short-selling tools
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Foreign exchange controls loosened
Still worried about not having a big bull market?
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I researched the investment situation in the primary market from 2021 to 2025,
Unbelievably, in 2025, over $21.5 billion was invested!
Venture capital really isn't short of money! (And losing money is damn quick!)
Let's see what these big fools invested in this year:
1. AI x Crypto (Decentralized AI) — Absolute Money Magnet
2025 Funding Scale: approximately $6.8 billion (Account for about 31.6%)
Average single-round funding: $30 million - $50 million
Core directions:
Computing Power Networks (DePIN for Compute): Such as Gensyn's subsequent large rounds.
AI Agent (Intelligent Agent) Protocol: T
BTC-2.57%
BABY-4.46%
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[Some Cutting-Edge Thoughts on Stablecoins]
Looking at the K-line comparison between stablecoins and BTC:
In previous cycles, the growth of stablecoins always lagged behind Bitcoin’s growth.
Because the main use case for stablecoins is trading crypto, once the market cools down, stablecoins actually experience negative growth!
But what about now?
Even during this perceived bear market, the growth curve for stablecoins is still very steep!
What does this indicate?
The use cases for stablecoins are undergoing significant changes:
I asked AI, and here’s what it said:
This is a highly cutting-edge
BTC-2.57%
ETH-3.4%
SOL-5.31%
TRX-0.31%
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Stablecoins are the future, but USDT and USDC may not necessarily be the ones—they only have a presence in the crypto space.
The main battleground for stablecoins in the future won't be in the crypto world.
These things without much of a moat are too easily surpassed!
So I'm not too interested in buying $crcl anymore, and also $xpl .
USDC-0.01%
XPL-6.79%
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$stable really tanked, I used to think I’d regret missing out on that 150 million investment opportunity, but looking back now, that was a nice fold!
STABLE5.88%
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LOL, BTC dropped 5 points in a single day again!
BTC-2.57%
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BTC hasn't been so sensitive for a long time.
A slight movement of the wind causes the grass to sway.
Daily increase or decrease of more than 5 points!
A new trend is about to emerge!
The copycat has built a position, and I don't dare to look too long at $sol and $aave
now.
Let's do some short trading!
BTC-2.57%
SOL-5.31%
AAVE-4.57%
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Don't want to buy eth
But buy aave
You can eat up the gains of Ethereum!
$aave
ETH-3.4%
AAVE-4.57%
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This K-line makes me want to increase the position.
Before the interest rate cut in December
That is next week.
can rise sharply
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The more you doubt, the more you increase the position!
The more certain you are, the more you should take profits!
Sit and observe oneself
Reverse operation!
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AI can only improve the efficiency of obtaining information.
Don't delude yourself into thinking that AI can enhance your investment capabilities.
The investment system is an internal skill, built on the understanding of human nature, politics, economics, and laws!
People who pin their hopes on AI for stock and cryptocurrency trading,
I can only say vegetables.
Moreover, serious nonsense is what AI learned from financial KOLs!
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CRCL's financial report data is quite good.
Why does it keep dropping nonstop?
Turns out this is the real reason:
The barrier to entry is too low,
There’s no real moat.
Old money just needs to simply copy
and can easily surpass you.
$crcl
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"Certainty in Uncertainty"
1. The AI bubble won't burst in the short term because there are still too many rational skeptics.
2. The Federal Reserve will keep hedging on the issue of liquidity injection; US stocks will continue to rise amid volatility! BTC will follow, but its appeal has diminished!
BTC-2.57%
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This year my luck in gambling is positively correlated with Bitcoin.
When I win at mahjong,
Bitcoin goes up.
I won a bit yesterday!
But I didn’t win much.
BTC-2.57%
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Very good,
the stubborn KOLs
are all unanimously bearish now!
Let me see if there are any stubborn bulls left
@Web3Feng
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Is this the bottom?
No one can say for sure,
but if you don't buy at this price,
that's just being greedy.
Smart people have already seen the code!
$btc $sol $aave $xpl
BTC-2.57%
SOL-5.31%
AAVE-4.57%
XPL-6.79%
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Fake news, causing a sell-off,
Real news is even more likely to cause a sell-off,
Anyway, it's all about causing a sell-off.
Cryptocurrency has already taken the lead.
Watch the US stock market bleed tonight!
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The big pancake in hand finally increased!
Copy it first!
BTC-2.57%
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The thinking of seeking a sword by carving a boat in Cryptocurrency Trading,
is the person who died the most tragically in this wave.
The downward trend is no longer the same as in the previous cycle.
Watch, listen, and choose.
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Has BTC stopped falling?
This is not important!
The bottom-fishing list is what matters!
Except for sol and eth
I have a few alternatives.
But I can't say it yet, I'll talk about it after I finish buying.
BTC-2.57%
SOL-5.31%
ETH-3.4%
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