币圈“巴菲特”

币圈“巴菲特”

8-year-old leek|2019-2021 professional shouting one-handed (ended)|spot BTC long-term holding|BTC market analysis|OKX node

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币圈“巴菲特”
币圈“巴菲特”
Iran has just announced that they are now accepting #BITCOIN through the Lightning Network in the Strait of Hormuz Oil is now priced in BTC The next reserve currency🔥
币圈“巴菲特”
币圈“巴菲特”
$BTC In front of them, your little loss is nothing #非农数据公布:就业人口17.2万人,远超预期 One lost 9.3 billion, another lost 11.5 billion What a joke 🥲
币圈“巴菲特”
币圈“巴菲特”
Crypto community friends, are you ready with your "winter coat"? Last night's macro data was like a "double ghost knocking"! The US added 122,000 private sector jobs in May ADP, marking the largest single-month increase since January 2025. Normally, good employment is a sign of a healthy economy, but in the current inflation environment, this has become a "death sentence" for risk assets! On top of that, Fed hawk Logan clearly stated: "Inflation hasn't met the target, so a rate hike may be needed later this year." With these two signals combined, the market's probability of a Fed rate hike before the end of the year has surged to 85%! The interest rate swap market is in turmoil, and rate cuts before September are basically off the table. This leads to a very surreal reality: the better the macro data, the more confident the Fed is to maintain high rates or even raise them, and BTC and other risk assets suffer more. BTC has now fallen below $64,000, the Fear & Greed Index dropped to 12 indicating extreme fear, and countless liquidations have occurred across the network. How much longer will this "good news is bad news" market last? What kind of data combination would Powell need to see to reconsider rate cuts? Let's discuss your big macro predictions! #美国ADP新增就业12.2万人 @OKX星球 $BTC
币圈“巴菲特”
币圈“巴菲特”
$CL These days, trading crypto depends on the mood of missiles!😮‍💨 Just as the US and Iran announced talks on a "four-stage ceasefire framework," fierce direct clashes erupted, the most intense since the temporary ceasefire. Iran proactively proposed the framework to push negotiations forward, but placing the opening of the Strait of Hormuz in the second stage clearly shows that "blocking the strait" is their most critical bargaining chip. What's worse is Trump's statement: "As long as no Americans die, sporadic conflicts are tolerable." Once this was said, the US side's sense of urgency in negotiations immediately dropped, making it feel like the wrangling over compensation will take longer than we expect. Affected by this messy situation, WTI crude oil has surged for three consecutive days, once breaking above $96 per barrel! The Middle East conflict has driven up energy costs, causing US inflation pressure to skyrocket, which is why the Federal Reserve dares to hint strongly at rate hikes. Can this round of talks deliver a clear signal before the Fed's FOMC meeting? If oil prices don't come down, our crypto market will continue to be under pressure! #美伊谈判:四阶段框架已提,油价仍高位 $BZ @OKX中文 @OKX星球
币圈“巴菲特”
币圈“巴菲特”
#美国首个合规BTC永续期货正式上线 Offshore contract players, the tide of the times has changed! The US CFTC has officially approved Kalshi to launch Bitcoin perpetual futures contracts, which is the first regulated perpetual contract product in the US! The offshore contract market handles hundreds of trillions of dollars in funds annually, and this time it has welcomed the "regular army" of compliance. Previously, everyone could only play on overseas platforms, but now Kalshi has opened this door. However, compliance means stricter KYC and margin requirements, and there will also be risks from funding rate fluctuations. This naturally raises the question: Will offshore funds, accustomed to high leverage and "wild" methods, return to the domestic market due to compliance, or continue to enjoy freedom on offshore platforms? What's even more interesting is that Kalshi started as a prediction market platform, not a traditional major exchange. If one day CME (Chicago Mercantile Exchange) or Nasdaq also eyes this lucrative market and follows up with perpetual contracts, the entire crypto derivatives landscape will truly be turned upside down! How long do you think it will take for traditional major exchanges to "kick in the door"? $BTC $ETH $SOL @OKX星球
币圈“巴菲特”
币圈“巴菲特”
#HYPE: Grayscale ETF launches today, institutions accumulating from multiple channels HYPE's move this time is the perfect embodiment of "Be greedy when others are fearful!" Just as everyone is focused on the massive $684 million token unlock on June 6, worried the market might crash, institutions have quietly started scooping up tokens! On-chain data shows address 0xb5E4 initiated a $40 million TWAP (Time-Weighted Average Price) buying strategy, and three mysterious wallets directly withdrew $41.53 million worth of HYPE from Kraken to stake. It's obvious—institutions are positioning early, planning to use real money to absorb the selling pressure from the unlock! Even more significant, Grayscale's Hyperliquid staking ETF (ticker HYPG) officially started trading today! With a 0.29% fee, it crushes competitors, making it the top choice for institutions to enter compliantly at low cost. Although the first-day net inflow of $2.98 million might not seem huge, this is a clear indicator of compliant capital entering the market! HYPE's price is now hovering around $60-$70, and the next big event is whether institutional buying can perfectly absorb the unlock wave. Do you think the $684 million unlock volume can be covered by the institutions' aggressive accumulation? $HYPE @OKX星球
币圈“巴菲特”
币圈“巴菲特”
Family, who understands this! The "trillion-dollar conjecture" in the AI circle is finally about to materialize? 👀 Anthropic just officially announced that it has secretly submitted an S-1 prospectus to the SEC, selecting Goldman Sachs and Morgan Stanley as the lead top-tier investment banks, and is set to ring the bell as early as October this year! Keep in mind, this is a super unicorn that just raised $65 billion, with a valuation soaring to $965 billion (about 6.9 trillion RMB), directly surpassing its old rival OpenAI! Even more impressive, not only is it going public, but it aims to be the world's first cutting-edge large model company to achieve quarterly profitability, with an expected Q2 operating profit of about $559 million, and inference gross margin skyrocketing from 38% to over 70%. This earning power is definitely the "other people's kid"! However, we must be rational. The AI industry is fiercely competitive right now; if there is a major technological breakthrough or a shift in the competitive landscape within four months, this nearly trillion-dollar valuation logic will have to endure another round of market scrutiny. Additionally, SpaceX is also rushing to IPO, with these two giants going public back-to-back, the US stock market's liquidity might get quite tense. What do you think? Is Anthropic rushing to IPO ahead of OpenAI to seize pricing power in the public market, or is the valuation simply too high, needing the secondary market to take over? Share your thoughts in the comments! 👇 #Anthropic:高盛摩根领衔,最快10月上市 $BTC $ETH $SOL @OKX星球
币圈“巴菲特”
币圈“巴菲特”
Standard Chartered Bank has lowered its 2026 Ethereum (ETH) target price by 47% to $4,000 but maintains a long-term forecast of $40,000 for 2030. According to BeInCrypto, the bank views this adjustment as a cyclical setback rather than a fundamental breakdown. Ethereum is currently trading around $1,745, down more than 7% intraday. Despite the short-term target downgrade, Standard Chartered Bank still expects Ethereum to reach $40,000 by 2030, with the long-term outlook unchanged.
币圈“巴菲特”
币圈“巴菲特”
#美伊交战升级,WTI原油逼近$95 🎖️ The recent Middle East situation is really heart-pounding, oil prices have literally rocketed! 🚀 Now Brent is almost touching the $100 mark, and the market seems numb to the "fight while negotiating" scenario. But has anyone thought about how this normalized pricing is actually a huge hidden risk? 😰 Once both sides really go all out, the market won’t have any risk premium buffer, and the impact of oil prices breaking $100 will definitely be nuclear-level! 💥 As for BTC, I feel the current price hasn’t fully priced in this tail risk yet; Bitcoin is still tangled up in macro data. When it catches up, there might be another deep correction. ⚠️ Looking at Iran, they keep verbally threatening to block the Strait of Hormuz daily, but in reality, they’re leaving room for negotiation. This "verbal threats + actual restraint" act has been going on for weeks. 🎭 The market is like the villagers in "The Boy Who Cried Wolf," bound to get desensitized eventually. When will everyone completely stop believing this is just bluster? Probably when oil prices violently surge unilaterally and all safe-haven assets crash! 😤 Better buckle up! 🎢 $CL $BZ @OKX星球
币圈“巴菲特”
币圈“巴菲特”
#SpaceX拟于下周正式IPO,估值$1.75万亿 🚀 Hello everyone, I am your observer Xiao Ba! The horn of the stars and the sea has sounded! SpaceX is set to officially IPO as early as next week, targeting a valuation of $1.75 trillion! This is practically a history-rewriting moment!💫 First, let's look at the brilliance of this move—SpaceX is only selling less than 5% of its equity, and the purpose is not financing, but to "establish a public market pricing benchmark"! What does this mean? Once the $1.75 trillion valuation is recognized by the public market, the entire narrative of "space + AI + data" will have an anchor point. In the future, private AI giants like Anthropic and OpenAI will have much more confidence when raising funds! This "anchoring effect" is played at a textbook level!📐 Now, let's look at a detail that has the crypto community buzzing—the S-1 filing reveals SpaceX holds 18,712 BTC!🪙 If SpaceX truly becomes the largest tech IPO in history, the narrative of BTC as a corporate treasury asset will receive the highest level of mainstream endorsement to date. This is not just a short-term emotional catalyst, but will also attract a large number of traditional institutions to allocate real capital into BTC. After all, following the footsteps of the world's richest person always reduces the chance of making mistakes! #SpaceX拟于下周正式IPO,估值$1.75万亿 $SPACE @OKX星球