币圈“巴菲特”

#ETF outflow, capital rotation BTC and ETH are bleeding, with $1.26 billion outflow in one week, while XRP, SOL, and HYPE are attracting funds—a typical mid-bull market rotation! 🔄 ❶ This rotation is very clear: BTC is oscillating at a high level, and capital is seeking altcoins with "lower prices + stronger narratives." HYPE has the fundamentals of Hyperliquid, SOL has its ecosystem, XRP has clear legal expectations; capital is profit-driven, not sentimental. ❷ HYPE ETF launched attracting $72 million, with institutions betting on the "on-chain Nasdaq" story. Hyperliquid's trading volume is astonishing, the fee dividend narrative is solid, and institutions feel this is not a random dog coin but more like early-stage brokerage equity, so they dare to buy. #ETF outflow, capital rotation @OKX星球 @OKX中文 $HYPE $BTC $SOL

#华尔街日报：稳定币是"私人货币" The WSJ made a sharp point this time; stablecoins really are like 19th-century privately minted currency, backed by credit rather than state-enforced taxation like fiat currency. 1️⃣ I partially agree. The fundamental difference between USDT and fiat currency is "credit risk"—fiat has legal backing, USDT has Tether's balance sheet (which is still opaque). But in practice, people use it as if it were dollars, making it effectively private money. 2️⃣ If the GENIUS Act passes, there will definitely be more restrictions in the short term, but in the long run, it will "become safer," weeding out non-compliant small stablecoins. If USDC and USDT comply, they will actually be more stable, which is a long-term positive for the industry 📜.

#美伊谈判博弈 President Trump, what's going on? The situation changes daily, oil prices dropped 6% in one day, this roller coaster ride is nerve-wracking!🛢️ 1️⃣ The narrowing oil price indicates the market is currently pricing in a "peace expectation," but still leaving room for uncertainty—after all, with Trump's words, who can fully trust? The market is betting the negotiations will succeed, but the ammunition isn't fully unloaded yet. 2️⃣ In this tug-of-war scenario, I hedge risk assets "both ways": holding some gold and energy stocks to guard against conflict escalation, while also holding some tech stocks and crypto to bet on risk appetite returning after peace. Don't go all in on one side; it's normal to hedge both ways at this stage. $CL $BZ

#Anthropic is the first to turn a profit, co-founder issues AI unemployment warning Anthropic is expected to earn $559 million in Q2, with revenue doubling to $10.9 billion. Finally, someone has turned AI from a “money-burning black hole” into a “money-printing machine”! 💰 1️⃣ This is definitely a milestone for the AI sector, signaling the bubble is starting to burst. Those with self-sustaining capabilities will survive, while pure PPT projects will find it harder to raise funds in the future. This is the Matthew effect: the leaders earn more and more, computing costs drop (gross margin jumps to 70%), making it even harder for latecomers to catch up. 2️⃣ The co-founder shouted “massive AI unemployment” at the Vatican. I think half of it is a sincere warning, and half is a PR stance that’s easy to say when you’re not affected. They made money and took the moral high ground to remind everyone “I’m responsible,” but in reality, they’re busy signing big data center deals to continue replacing human labor 😏. #Anthropic is the first to turn a profit, co-founder issues AI unemployment warning $BTC $HYPE $ETH @OKX中文 @OKX星球

$BTC Shocking scandal, spent 2.68 million on a brother's wife, but got beaten instead? Since ancient times, a friend's wife is not to be messed with, but this guy was shameless with his friend's wife 😇 And he treated the brother's wife very well, buying cars, houses, and bags. After being found out, he got beaten up by the brother and even wrote a long post to complain. After reading the article, my worldview was completely shaken 🥲 #OKX星球话题来啦

【Big news, geopolitical thaw? US and Iran reach understanding framework】? According to The Washington Post on the 24th, the US and Iran have agreed on a memorandum of understanding framework involving a 60-day ceasefire, full resumption of navigation through the Strait of Hormuz within 30 days, Iran's commitment to denuclearization, and the US unfreezing $12 billion in assets. Although not formally signed yet, the market has already reacted. 📈 Impact on US stocks: A typical "risk-on" logic. The expectation of the strait reopening suppresses oil prices, easing inflation and Federal Reserve tightening pressures, benefiting US stocks overall, especially interest rate-sensitive growth sectors like technology and consumer goods. If the agreement is finalized, short-term suppressive factors will be removed, and US stocks are expected to continue their recovery. 🪙 Impact on crypto: Geopolitical cooling reduces safe-haven demand but simultaneously increases the appeal of risk assets. BTC and ETH generally correlate positively with global risk sentiment, with funds likely shifting from gold to more volatile assets. Crypto is highly likely to follow the US stock rebound, so short positions should be cautious of potential covering risks. ⚠️ Caution: This is currently only a framework; Israel's stance is unclear, and subsequent negotiations remain highly uncertain. The market tends to hype expectations first and sell on facts later, which will increase volatility. $BTC $ETH $HYPE #特朗普称美伊协议"尚未完全谈妥" @OKX星球

Vitalik's latest tweet, is ETH about to surge? Recently, Vitalik published a long article outlining the strategic transformation of the Ethereum Foundation (EF). He emphasized that this represents only his personal views, and that EF is currently undergoing decentralization and organizational restructuring, with its own influence continuing to diminish. Key points are as follows: 1️⃣ EF's repositioning: EF is not the "center" of Ethereum, but "a node with a specific mission" within the ecosystem. Facing limited resources, EF will no longer pursue breadth but will focus on ensuring Ethereum's long-term viability as a "censorship-resistant, open, private, and secure system." 2️⃣ Reject mediocrity, pursue "profound impact": In an era accelerated by AI and technology, maintaining the status quo is not enough. Vitalik opposes a mere arms race for high TPS and low latency, believing that leads to mediocrity. 3️⃣ Breakthrough in CROPS dimensions: EF will concentrate resources to tackle three "unreasonable" high-difficulty goals to establish Ethereum's uniqueness: - Provably bug-free: Using AI-assisted formal verification to achieve ultimate security at the protocol layer. - Usable chain consensus: Insisting on having both traditional BFT asynchronous safety and Bitcoin-style PoW synchronous safety, which is Ethereum's last line of defense against extreme attacks. - Minimizing intermediaries: Through technologies like FOCIL and EIP-8141, eliminating reliance on third-party nodes for transaction sending, moving towards a truly censorship-resistant transaction pool. 4️⃣ Assets and support: Vitalik revealed that nearly 90% of his wealth is held in ETH, with the rest allocated to open-source projects. He calls on other community forces to take up the baton in supporting the ecosystem. EF is becoming a smaller, more stubborn, but longer-lived ship, dedicated to guarding Ethereum's original intent amid the noise. Honestly, do you believe what he says? #沉寂8年巨鲸四天清空$13.5亿ETH @OKX星球

Take $FIL, just take it, no one makes a sound when they take one

#如果当年没卖那枚BTC？ I remember I entered the crypto space in 2018. Honestly, fellow bears, as an old hodler, I didn’t make money but learned a lot from the market 🥲 Back then, I was brought into the circle by an old friend. I think it was when Fcoin was doing transaction mining. He said it could make money, so I thought, why not, let’s do it! I recall FCoin was started by Zhang Jian from Huobi. I participated and made a small profit, not much, about 0.5 BTC, which was still quite a bit. But I wasn’t satisfied. Later, I heard you could earn BTC by running communities, so I dove in without hesitation. The exchange was called OCX, yes, that exchange, and they were promoting transaction mining 🤡 I was one of the group admins, pulling people in every day, chatting in the group. By mid-month, I earned about 0.2 BTC, or so. Anyway, BTC wasn’t expensive then. I did this for a few months, and gradually I had about 5.4 BTC in hand. Seeing wealth so close was super exciting ❌ Who knew there would be the 312 crash later? I was young and naive, got scared and cut losses immediately, sold my faith, and in the end, lost all my faith too. #如果当年没卖那枚BTC？ Maybe I would have been better off. After all these years in crypto, I’ve only achieved a little, honestly a bit unsatisfied. Fellow bears, are there any old hodlers? Share your stories! #如果当年没卖那枚BTC？ @OKX星球

📉 $BTC Bitcoin Four-Year Halving Cycle Left-Side Positioning Thoughts 1️⃣ Cycle Pattern: The halving is on April 20, 2024. Historical data shows that the peak often appears around the 18th month after the halving, usually followed by about 12 months of bear market bottoming, with the cycle low expected around October 2026. 2️⃣ Price Projection: This cycle's peak is about $126,200. Based on the previous bear market's maximum drop of about 77%, the potential bottom is near $29,000; overall, the $30,000-$60,000 range is a long-term area worth attention, and it is highly likely to break below the previous bull market high of $69,000. 3️⃣ Bottom Characteristics: Historical bottoms often come with extreme noise like "Bitcoin death theory/hashrate attack theory," the fear index drops to around 10, and the market consolidates at the bottom for 2-3 months, with sentiment shifting from fear to numbness. 4️⃣ Strategy Conditions: Personal view—time after October 2026, price between $30,000-$60,000, fear index around 10; when these three resonate, gradually go all-in in batches; then hold until the 2029 bull market materializes, targeting an exit at $150,000-$250,000. 🐻 Brothers, do you think this analysis 📈 is on point? #如果当年没卖那枚BTC？ @OKX星球 $BTC $ETH