老黄牛吖

HODL BITCOIN,HODL FUTURE!

[老黄牛吖 @brotherwang9]

@CryptoSavingExp @AshCrypto 另加密码短语是好方法

[老黄牛吖 @brotherwang9]

4000万融资，V神参投，Etherealize想做以太坊的“代言人” https://t.co/pMP1BXr1j3

[Joseph Lubin @ethereumJoseph]

I am 100% aligned with almost all of what Tom @fundstrat says here.

Yes, Wall Street will stake because they currently pay for their infrastructure and Ethereum will replace much of the many siloed stacks they operate on (e.g. JPMorgam probably operates on several siloed stacks from all of the banks they've acquired and absorbed over the years). They will need their heads fully in our game, because our game will be called ... Finance. They will need to become a TradFi company that operates on decentralized rails, and that means staking, running validators, operating L2s/L3s/etc, participating in DeFi and writing smart contract software for agreements, processes and financial instruments, etc. This will be a relatively easy transition for JPM because they've been exploring and using Ethereum technology for their private blockchain networks since 2014-2015. And many other financial institutions also have solid Ethereum experience.

The narrative of L2s cannibalizing L1 will very soon be shattered. See @lineabuild and Proof of Burn at https://t.co/vrKG3vRuUe for an example of how this will soon pick up momentum.

Yes, ETH will likely 100x from here. Probably much more.

Yes, Ethereum/ETH will flippen the Bitcoin/BTC monetary base.

Yes, Tom and I are friendly and get on calls intermittently to discuss elements of the strategy and ways we can collaborate in the general furtherance of the strategy even while we compete in highly differentiated ways over time.

The one quibble that I have with what Tom has been saying, and I keep telling him this: he is not nearly bullish enough.

But the real problem is that it is not possible to be bullish enough. Nobody on the planet can currently fathom how large and fast a rigorously decentralized economy, saturated with hybrid human-machine intelligence, operating on decentralized Ethereum Trustware, can grow. Trust is a new kind of virtual commodity. And ETH, the highest octane decentralized trust commodity, will eventually flippen all the other commodities on the planet. Decentralized trust is all you need.

[老黄牛吖 @brotherwang9]

@BalletCrypto 👍

[NLNico @btcNLNico]

📅 June 2025 was INSANE for Bitcoin Treasury updates 🚀

Over 250 announcements - 68k BTC 🤯

Here's the ultimate aggregated overview:

- 21 new treasuries started with 6,745 BTC
- 47 future treasuries planning to buy billions worth of BTC
- 42 companies increased their holdings, totaling 61,309 BTC
- 43 plans to buy more, billions raised already
- 22 additional treasury-related disclosures

Reposts/quotes are appreciated 🙏 and follow me @btcNLNico to stay updated 😉

[飞凡 @feifan7686]

2025年马上过半，给今年整体的市场做一个分析和预测：

第一季度 (1月 – 3月)：美元坚挺，比特币高位震荡

年初，美元指数 (DXY) 表现强劲，1月份更是创下2022年以来的新高。

这主要得益于美国就业市场的持续韧性，以及避险情绪和利差优势的共同支撑)。

虽然领先经济指标 (LEI) 连续第18个月下滑，但收缩的速度有所放缓 。

加密市场方面，比特币经历了冲高回落的过程。价格一度逼近 $109,000 美元的高点，随后经历了数次显著回调。

在强势美元和高利率的宏观背景下，市场资金面整体偏向谨慎。

比特币主要在 $90,000 至 $110,000 美元的区间内震荡，以太坊大体跟随其走势，比特币的市场主导地位有所提升。

第二季度 (4月 – 5月)：降息预期升温，以太坊升级

进入Q2，市场开始逐步消化下半年可能降息的预期。利率掉期市场的数据甚至暗示，到2025年底，联邦基金目标利率可能降至3.25%左右。多家机构也调高了年内降息次数的概率预测 。

加密领域的一个关键事件是以太坊计划于5月7日进行的 Pectra 升级。市场普遍预期这次升级将进一步降低 Layer 2 的交易手续费 。

第三季度 (6月 – 7月)：衰退担忧加剧，山寨币季前奏

夏季来临，市场对美国经济衰退的担忧有所抬头。例如，摩根大通已将2025年美国发生衰退的概率上调至60%。

与此同时，关于“山寨币季 ”的讨论增多。多家研究报告判断，Q2可能迎来山寨币轮番表现的机会。

如果高频经济数据确实走弱，带动美债收益率回落，那么市场的流动性预期将得到改善。这可能促使资金从比特币逐渐流向其他潜力板块，如 SOL、SUI、AI/DePIN 以及再质押 (Restaking) 等赛道。

PS: 一个值得关注的宏观因素是今年美国国债的再融资规模超过9万亿美元。如果市场消化不畅，关于收益率曲线控制 (YCC) 的讨论可能再度出现。这种情况，往往是风险资产经历V字形走势的开始。

第三季度末至第四季度初 (8月 – 10月)：

若美联储首次降息落地，历史经验显示，美元指数 (DXY) 往往在降息后的4到6周内进入明显的回落阶段。

瑞银集团预测2025年美元可能呈现“上半年强，下半年弱”。

宏观环境的转变可能为比特币开启新的行情。Ark Invest 的数据模型指出，比特币减半后的12至18个月是价格爆发的关键窗口期，目标区间可能在 $140,000 至 $160,000 美元。

第四季度 (11月 – 12月)：

基准情景下，预计美国经济温和放缓，名义利率维持在3%上下，美元呈弱势盘整。但如果衰退风险兑现，导致降息步伐加快，则大概率为加密市场带来额外的流动性。

若比特币真能触及部分机构预测的 $180,000 至 $250,000 美元区间，市场情绪很可能会迅速走向过热。

接着可能出现一种市场轮动模式：“比特币经历调整 → 资金涌入高增长叙事的板块 (如 AI、Restaking、现实世界资产 RWA) → 引发最后一波狂热的山寨币季”。

[老黄牛吖 @brotherwang9]

@Murphychen888 神奇的M大，令人佩服👍

[老黄牛吖 @brotherwang9]

@0x_zibu 及时，清晰，到位，赞了

[老黄牛吖 @brotherwang9]

@Murphychen888 感谢分享

[徐老猫 @raycat2021]

盯着这个入境人数最多的国家/地区名单看，最惊悚的是，本来排位很高的中国，在2020年突然间消失不见了。
这是一个悲伤的故事。

[小威 @wangtuai888]

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[老黄牛吖 @brotherwang9]

@wangtuai888 @ReflectionAI_ 666

[老黄牛吖 @brotherwang9]

@kf0ue2837 @cyy7025219 @LumozOrg 同问

[老黄牛吖 @brotherwang9]

2025 will be a once-in-a-decade opportunity.

[老黄牛吖 @brotherwang9]

@cyy7025219 @GravityChain @okxchinese @mia_okx 0x961Dea2d66Ed617d47Da97aD9bF31E4DC4c79545

[柴郡🔔｜Crypto+AI Plus @0xCheshire]

奥本海默欺骗了你。

他并不是拯救曼哈顿计划的英雄。

当他的核反应堆即将失效时，他需要一位中国女性来避免一场核灾难——而他后来将她从历史中抹去了。

这是物理学史上最令人震惊的真相之一：🧵

[老黄牛吖 @brotherwang9]

BTC从10万美金到100万美金的难度，远远小于BTC从1万美金到10万美金；BTC 从100万美金到1000万美金的难度，也远远小于 BTC 从10万美金到100万美金。

[Val @valneurobro]

EllioTrades Just Revealed His Top 20 Coins for 2025!

His picks cover Gaming, AI, L1, Stocks and even Memecoins🤯

Here are all 20 projects + @elliotrades comments on each:👇

[Murad 💹🧲 @MustStopMurad]

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[老黄牛吖 @brotherwang9]

持有 #石头 #符石 的小伙伴可以去填下表申请白名单

[老黄牛吖 @brotherwang9]

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[CL Art Studio @cl_art_studio]

The countdown is on – The Stone Collection launch is approaching!

➞ https://t.co/keDrYvQQIZ

Runestone Holders: You can request a VIP whitelist spot by filling out the form on our website.

Runestone + Block Holders: Free airdrop post-mint and VIP whitelist.

Get ready for the full website reveal...!

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