福禄寿炒币版
福禄寿炒币版
牛熊现货周期信仰者，一定能炒币致富！
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The NEAR ecosystem governance proposal has entered the voting phase, aiming to reduce the maximum annual issuance rate from 2.5% to 1.6% over 24 months, which is a positive for the supply side and will slightly ease the dilution pressure for long-term holders. However, less issuance is still issuance, and the future depends on whether the fee burn from real on-chain usage can consistently exceed new issuance to achieve deflation.
In this regard, I think UNI is doing quite well, having already linked real transaction revenue with token burning, and currently there is no actual new issuance. Compared to simply lowering the issuance rate, continuously burning tokens with business revenue creates a more direct connection between protocol development and holders' interests. Of course, how effective this mechanism will be ultimately depends on actual revenue and burn scale. $NEAR $UNI
The US and Iran have preliminarily agreed on Pakistan's mediation proposal, involving nuclear facility inspections and partial freezing of funds. There's a bit of good news between the US and Iran, and the market immediately reacted. It seems the market has been under pressure from geopolitical conflicts and high oil prices for quite some time. US and Iran, please don't cause more trouble; it's tough for everyone. $BTC
The weekend is over, and there is currently no news of a new round of direct military conflict erupting between the US and Iran. Trump's current focus is very clear: to first alleviate the energy and economic pressures within the US itself. Whether it is temporarily relaxing sanctions on Russian diesel trade or postponing several new sanctions against Russia, it shows that he hopes to leave room for negotiations. After all, oil prices remain high, inflation is hard to reduce, and the pressure of the midterm elections is also present.
This week, I tend to expect BTC to mainly fluctuate. It still depends on whether Russia can actually increase energy supply and whether both Russia and Ukraine truly reduce attacks on energy facilities. The situation in the Middle East remains a key variable for oil prices. Without substantial improvement, macroeconomic pressure will persist. $BTC
Wow! Brent crude oil futures hit $110 intraday
When Trump was asked about inflation
He claimed: oil prices will drop soon
How will they drop?
Missiles fired by the Houthi militants towards Saudi Arabia are still flying
The House of Representatives introduced a bipartisan bill called the "Prohibit Corrupt Russian Oil Transactions Act"
Ukraine has been sabotaging Russia's energy facilities
Putin: Will respond to Ukraine's attacks on Russian energy and logistics facilities
Honestly, I'm kind of thinking about reducing my spot holdings...
CPI and PPI data are getting worse one after another
$BTC dropped below 80000 and immediately bounced back
Is it a real drop that can't go lower or is it brewing something fierce?
#美国CPI超预期升至3.7%，今晚PPI再迎考验 A wave of wailing! The US CPI exceeded expectations, Japanese and South Korean stock markets plunged, and South Korea triggered a circuit breaker. The geopolitical situation remains unsettled: according to US media reports, the US has formulated a new plan to strike Iran, possibly using the "Mother of All Bombs" for the first time in combat against Iran; Zelensky announced the resumption of attacks on Russian refineries. Brent crude oil is around $104/barrel, energy prices remain high, making it difficult to ease inflation and interest rate pressures, and the macro environment remains pessimistic.
I don't know how the market will move next, and no one can predict with 100% accuracy. I continue to maintain half spot and half U positions. Currently, I don't see a foundation to support a sustained bull market; with an unstable foundation, it's hard to build a tall house. I've been waiting for an opportunity brought by extreme panic; it may not appear, but if it does, I'll go all in on the bloodied chips.
Iranian officials say they are intensifying attacks on commercial ships near the Strait of Hormuz and plan to expand the scope of these attacks. This strait is a crucial global energy transportation route; if ship passage is obstructed, oil transportation and insurance costs will rise, making it harder for oil prices to fall. Iran's calculation is straightforward: maintaining high oil prices forces Americans to spend more at the gas pump, increasing voter dissatisfaction with Trump and affecting the U.S. midterm elections in November.
Small Iran, so detestable, deliberately targeting the weak spot of the "King of Understanding". Trump is now in a difficult position: if he doesn't strike, Iran continues attacking ships and oil prices remain high; if he strikes, it could provoke larger-scale retaliation, pushing oil prices even higher. This time, the "King of Understanding" truly experiences the dilemma of being caught between a rock and a hard place.
Last Friday, when chatting with group members about the market, I expressed my judgment. BTC is very likely to continue fluctuating within the large range of $20,000 to $30,000, and this phase may last for a long time. My position has also been maintained as half spot and half U, retaining market exposure while leaving room for future opportunities. Investing requires discipline and patience. Sticking to position rules is more important than rushing to judge every rise and fall. $BTC
Wang Xingxing said that the biggest mistake he made in the past decade or so was not trusting AI enough. Now his team has deployed GPT-6 on robots for testing, and he judges that the critical point for embodied intelligence could arrive as soon as within one or two years.
We may still be underestimating the future of AI. When AI steps out of the screen and starts working in factories, warehouses, and homes, the economic value it can create will be much greater than today. Behind this is not only a transformation of productivity but also the potential to nurture a batch of huge wealth opportunities.
In Web3, many engage in speculation, but few are willing to spend years investing. For ordinary investors, stocks in the embodied intelligence industry chain are worth serious study. Besides complete machine companies, key component fields such as joints, reducers, and sensors may also produce large companies and create great wealth.
Russia-Ukraine progress: Trump announced that the Russia-Ukraine energy ceasefire takes effect immediately. Zelensky welcomed it and said that the Ukrainian military has received relevant orders, but Ukrainian energy facilities are still under attack. Putin has not yet clearly confirmed and it is unknown what calculations he is making. If the ceasefire can be implemented, it would be good news for energy prices and inflation, but the more critical variable remains in the Middle East. Only when the Middle East situation truly eases and energy supply is restored can inflationary pressure be expected to further ease.