ice

#DeFi|#MetaFi|#NFT擅长一级，爱玩土狗，不做投资建议，所有项目都是凭直觉，没有调研，跟单谨慎
爱自己，爱生活

[ice @ice110302pp]

值得纪念，⭕里牛逼的人太多了，值得学习的人数不胜数。感恩遇见大家

[ice @ice110302pp]

A true warrior’s mind: Hold on firmly, quit freely.

[ice @ice110302pp]

@DiYi_Community qcom第三季度300

[ice @ice110302pp]

@daidaibtc @ForrestOLAB 怎么没人开盒项目方啊？

[ice @ice110302pp]

@daidaibtc @opinionlabsxyz @ForrestOLAB 出门会被砍死

[ice @ice110302pp]

@cat_okx 不懂老师的意思，多带带

[ice @ice110302pp]

@cat_okx 射了百倍那谁玩？送筹码吗？老师

[ice @ice110302pp]

兄弟们，重量级0撸项目来啦，USDT母公司泰达Tether投资的一个Hyperliquid前端钱包@Dreamcash ，用邀请码刮刮乐，可以随机领到5K-1M的积分，这个积分大概率是未来空投的凭证，这个项目背书挺牛逼的，可以0撸参与，不干白不干！

如何交互：

1、打开下面的网址，下载APP安装到手机中；
https://t.co/oQUvESib16
2、用邮箱或手机号登录，需要填写邀请码：77US2H（只有用邀请码才可以抽积分）
只有一次抽奖机会，可以抽到5000-100万的积分，这个积分未来可以领空投

3、重点：这个钱包主要是做Perp DEX用的，交易可以产生积分，而且积分的比例很大，大家可以冲点钱刷交易量，如果是交易员也可以用Dreamcash交易，顺便撸积分，博空投！

[ice @ice110302pp]

The most beautiful encounter in life is not along the way, but deep in the heart.
The finest love is not being together day and night, but being there for each other silently.
The sweetest company is simply: you are here, I am here, and we are here always.

[ice @ice110302pp]

哈哈哈哈，都有点故事

[川沐｜Trumoo🐮 @xiaomustock]

你俩说了那么多，假惺惺做了那么多澄清，
@cz_binance @heyibinance
敢公布10.11号这天的你们币安的收益么？
敢公步币安所有用户那天的整体亏损么？
那天所有散户的钱去哪里了最简单直接.
谁的理财产品bug也很直接！
为什么要让所有无辜的普通人以及被波及到的其他交易所散户去为你们理财bug买单？

你们币安自己却赚麻了？这他吗什么世道，为什么还他妈有一堆舔狗？艹！你们这些舔狗良心过得去吗我日！拿钱能心安吗？

舔狗说币安做了很多贡献，投了很多crypto项目，试问过去三年币安做了什么贡献？
pump是币安投资出来的？
hyper是币安投资出来的？
polymarket是币安投资出来的？
币安都想干死他们三个吧，落井下石的时候我看都在.全部投资搞了仿品想取而代之偷天换日？对应搞了form，搞了aster，搞了predict，这就是币安的build，这尼玛逼的build，靠偷靠抄来干死币圈创新，
对了这个币安钱包也是抄ok钱包来的.

顺便得提一句，如果币安账户哪天被封了，币安钱包里的资产你都看不到拿不走！
哪有一点中本聪的初衷去中心化.

周末看了一下，这俩口子把白银黄金暴跌当成了自己的反击机会.
你们平台的usde循环贷理财，bnsol，wbeth脱毛导致大户和做市商的资产被币安接管，然后砸向市场.
所以这中间usde脱毛的最低价和市场里一大堆山寨插针90%的最低价时间不一样.
因为币安循环贷的usde理财深度奇差，在托管资产砸盘中砸的更深，出清的速度最慢，最低价出现的也更晚.
大户和做市场才有钱去搞币安这些理财产品，产品的流动性bug引发做市商资产被托管砸盘，各交易所之间的搬砖机器人把币安理财bug导致的砸盘传导到所有交易所，然后整个市场为币安的理财产品缺陷买单.

这俩口子就是装糊涂，肥了一波大的搞个几十亿美金死都不会吐出来，

[ice @ice110302pp]

@phyrexni 好久不见哥哥，这波我压根没敢参战

[ice @ice110302pp]

币安不这样认为，他们看到的和你看到的压根不是一回事@star_okx

[Star_OKX @star_okx]

No complexity. No accident.
10/10 was caused by irresponsible marketing campaigns by certain companies.

On October 10, tens of billions of dollars were liquidated. As CEO of OKX, we observed clearly that the crypto market’s microstructure fundamentally changed after that day.

Many industry participants believe the damage was more severe than the FTX collapse. Since then, there has been extensive discussion about why it happened and how to prevent a recurrence. The root causes are not difficult to identify.

⸻

What actually happened
1.Binance launched a temporary user-acquisition campaign offering 12% APY on USDe, while allowing USDe to be used as collateral with the same treatment as USDT and USDC, and without effective limits.
2.USDe is a tokenized hedge fund product.
Ethena raises capital via a so-called “stablecoin,” deploys it into index arbitrage and algorithmic trading strategies, and tokenizes the resulting fund. The token can then be deposited on exchanges to earn yield.
3.USDe is fundamentally different from products such as
BlackRock BUIDL and Franklin Templeton BENJI, which are tokenized money market funds with low-risk profiles.
USDe, by contrast, embeds hedge-fund-level risk. This difference is structural, not cosmetic.
4.Binance users were encouraged to convert USDT and USDC into USDe to earn attractive yields, without sufficient emphasis on the underlying risks. From a user’s perspective, trading with USDe appeared no different from trading with traditional stablecoins—while the actual risk profile was materially higher.
5.Risk escalated further as users:
•converted USDT/USDC into USDe,
•used USDe as collateral to borrow USDT,
•converted the borrowed USDT back into USDe,
•and repeated the cycle.
This leverage loop produced artificial APYs of 24%, 36%, and even 70%+, widely perceived as “low risk” simply because they were offered by a major platform. Systemic risk accumulated rapidly across the global crypto market.
https://t.co/IK2gW4xUOP that point, even a small market shock was sufficient to trigger a collapse.
When volatility hit, USDe depegged quickly. Cascading liquidations followed, and weaknesses in risk management around assets such as WETH and BNSOL further amplified the crash. Some tokens briefly traded near zero.
The damage to global users and companies—including OKX customers—was severe, and recovery will take time.

⸻

Why this matters

I am discussing the root cause, not assigning blame or launching an attack on Binance. Speaking openly about systemic risks is sometimes uncomfortable, but it is necessary if the industry is to mature responsibly.

I expect there may be significant misinformation and coordinated FUD directed at OKX in the near future. Even so, speaking honestly about systemic risk is the right thing to do—and we will continue to do so.

As the largest global platform, Binance has outsized influence—and corresponding responsibility—as an industry leader. Long-term trust in crypto cannot be built on short-term yield games, excessive leverage, or marketing practices that obscure risk.

The industry needs leaders who prioritize market stability, transparency, and responsible innovation—not a winner-take-all mentality where criticism is treated as hostility.

Crypto is still early.
What we choose to normalize today will determine whether this industry earns lasting trust—or repeats the same mistakes again.

[ice @ice110302pp]

@wjf110

[ice @ice110302pp]

2026年第一个工作日，祝大家：伴新运，
启新章，事业隆昌。春气旺，马蹄扬，鸿图大展。

[ice @ice110302pp]

日本央行将于12月19日，也就是后天加息0.25%

日本央行过去三次加息期间，比特币价格均出现下跌
2024年3月→ -24%
2024年7月→ -30%
2025年1月→ -32%
2025年12月→_____

[ice @ice110302pp]

@cat_okx 你是个骗子

[ice @ice110302pp]

12 月 7 日，美国证券交易委员会主席 Paul Atkins 表示：预计未来两年内，整个美国金融市场可能会迁移至支撑比特币和加密货币的区块链技术上

[ice @ice110302pp]

今天下午看了一篇Hayes对于近期市场的分析，也是他对2025年加密货币的核心⚠️警告，我讲内容做一个简单总结：

1. 周期复刻判断：Hayes警告2025年是2023年的完美复刻，将遵循“先暴跌再暴涨”的周期规律，看不懂规律可能错失筹码。
​
2. 关键危险信号：4月至今币价涨12%但美元流动性跌10%，呈现背离；此前华尔街套利资金因期现利差涌入，现利差消失，机构转向5%收益的美债，导致ETF资金持续流出。
​
3. 下跌逻辑：2023年债务上限后财政部填TGA账户抽离资金引发暴跌，2025年剧情重演，当前处于流动性收缩导致的下跌前夜，预测比特币将跌至8万-8.5万美金。
​
4. 暴涨依据：参考2023年底耶伦变相印钱救市开启牛市，Hayes认为2025年市场跌至极值时，美国政府为经济和选票将重启印钞机。
​
5. 配置建议：短期看空、长期做多，建议准备资金，在印钞机重启前抄底，预测比特币跌至8万后，年底或明年初将冲至20-25万美金。