Claeys

Pristine

[Claeys @ClaeysXBT]

祝我还在奋斗的兄弟恭喜发财

[ً @SilvXBT]

The best trader i know is sleeping right now

[Claeys @ClaeysXBT]

@AKAKAY04 这个币价成本没有算上买宠物的成本

[hedgedhog @hedgedhog7]

being in crypto is worse than being sidelined rn

[Mindao @mindaoyang]

覆巢之下，安有完卵

AI的巨大破坏性创新，摧枯拉朽

可能crypto过去十多年，过于安逸占领着技术和前沿心智，名副其实的Layer1占位

谁知道AI 起势，迅速拥有更底层的心智和技术占位，杀出来一个Layer0，更基础，横切面更大。自然大量虹吸上层的人才、注意力、资金

AI的海啸不只是打击crypto，我认识的除了有AI敞口的，都是无比焦虑和虚无

Crypto其实还好，至少这个周期完成合法性转变

混得再差也是全球金融的新基础设施

至于EF瘦身，Vitalik这些都是噪音

跟过往不同，将来不会有所谓crypto native的项目和创业，一切都将是AI/RWA/金融的鸡尾酒。

[FixxTheMoney @FixxTheMoneyy]

@WatcherGuru I genuinely hate this old retarded bitch 🤣

[s @sershokunin]

👀 @tradexyz @HyperliquidX

[Claeys @ClaeysXBT]

@tangicing @sun_xinjin 富二代装什么呀嗨

[Claeys @ClaeysXBT]

@ssslumdunk 第一次在推上看到蛋友

[James E. Thorne @DrJStrategy]

A comment on Bitcoin.

The U.S. government is reopening, and the Treasury’s management of the TGA signals an imminent injection of liquidity into the financial system. Quantitative tightening will soon end, and in my view, the Federal Reserve will continue to cut rates until the federal funds rate reaches around 2.75 percent. In 2026, the composition of the Federal Open Market Committee will change, Powell will be replaced, effectively ending the era of the Progressive Left Keynesian control of the Fed.

Chair Powell’s policy choices have already produced a housing recession, an outcome the FOMC collectively owns. The combination of overtightened financial conditions, lagging policy response, and reliance on backward-looking indicators has distorted credit availability and weakened one of the economy’s key sectors.

Bitcoin adoption continues to accelerate, supported by pending legislation that promises greater regulatory clarity. Yes, fiat continues to be pumped into the global economy. Nothing has changed.
Bitcoin digital scarcity remains unparalleled, compelling institutional adoption and driving ongoing innovation across Wall Street.

Still, some investors choose to sell Bitcoin precisely as its long-term case strengthens, an enduring example of irrational behavior in markets. “Buy low, sell high” is simple to say but remarkably difficult to execute. Deep liquidity shifts and structural transitions often create opportunities that only appear obvious in hindsight. The Bull run ends when liquidity drys up not when it’s beginning, this has always been the case.

[c00k1e @neet_acc]

https://t.co/PS3ChQXcDG.ORDER v2

[Claeys @ClaeysXBT]

@neet_acc 真有劲儿

[Claeys @ClaeysXBT]

@awawat is the pic related?

[Claeys @ClaeysXBT]

@atalantis7 May I ask what's the indicator in the top panel？

[lynk @lynk0x]

Looking at my girl, not a single thought of the market on her mind.

Stress free.

She smiles, “babe, I saw a cute dog today.”

I laugh softly, “that’s great.”

[Claeys @ClaeysXBT]

@Cryptwood1 What does that mean for crypto

[blanc @blancxbt]

nice market

[Poseidon @CryptoPoseidonn]

I’m so tired of this market.

It’s just exhausting.

[Avocado Toast @avotoast]

dear traders waiting on "alt szn":

retail now accounts for 1/3 of US equity market volumes

many mid cap AI supply chain & adjacent names are up 5-10x over the last yr and continue to trade amazingly well

no liqudation cascades, bundling, undiclosed insiders, etc to deal with when trading regulated stocks from your brokerage

retail doesn't currently need our crypto coins and possibly will not anytime soon

suggest trying to get good at trading current market conditions and not rely on q4 of 4th year in 4-yr cycle hopium

[Claeys @ClaeysXBT]

@svbmrgd @SilvXBT same

[Claeys @ClaeysXBT]

@owenliang60 非常好文