Who's Driving the BTC Sell-Off from $130,000?
According to a Bitcoin on-chain analysis report released by VanEck, the recent decline in Bitcoin's price is primarily driven by selling pressure from mid-term holders rather than long-term holders. Here are the key takeaways from the report: Long-Term Whales Continue Holding: Investors holding Bitcoin for over five years have continued to accumulate, with a net increase of 278,000 BTC over the past two years, demonstrating strong conviction. Selling Pressure from Mid-Term Holders: Over the p...
Who's Driving the BTC Sell-Off from $130,000?
According to a Bitcoin on-chain analysis report released by VanEck, the recent decline in Bitcoin's price is primarily driven by selling pressure from mid-term holders rather than long-term holders. Here are the key takeaways from the report: Long-Term Whales Continue Holding: Investors holding Bitcoin for over five years have continued to accumulate, with a net increase of 278,000 BTC over the past two years, demonstrating strong conviction. Selling Pressure from Mid-Term Holders: Over the p...
4 Days, 10× Return: PayAI Flips PING as x402’s First “Utility Moon”
The Scoreboard Rewrite At 08:00 UTC this morning PayAI crossed a $50 M fully-diluted valuation—up 1 000 % since Wednesday—while PING drifted back to $34 M. The flip took four trading days and one loud message: x402 is graduating from mascot tokens to cash-flow pipes.PING: The Meme That Opened the Door PING’s 20× sprint two weeks ago was the perfect ignition. First token ever deployed through x402 on Base, zero utility, pure reflexivity—an on-chain fireworks show that lured CT’s gaze toward a ...
4 Days, 10× Return: PayAI Flips PING as x402’s First “Utility Moon”
The Scoreboard Rewrite At 08:00 UTC this morning PayAI crossed a $50 M fully-diluted valuation—up 1 000 % since Wednesday—while PING drifted back to $34 M. The flip took four trading days and one loud message: x402 is graduating from mascot tokens to cash-flow pipes.PING: The Meme That Opened the Door PING’s 20× sprint two weeks ago was the perfect ignition. First token ever deployed through x402 on Base, zero utility, pure reflexivity—an on-chain fireworks show that lured CT’s gaze toward a ...
Drawdown, Liquidation, Recovery: What Four Years of U.S. Equities, A-Shares and Crypto Teach Us About the Cycle
Key Take-away Every macro cycle repeats the same three-act play: euphoric top, violent purge, uneven recovery. Draw-down is not a bug; it is the moment the thermostat resets.2021-2025 in One GlanceQ4 2021: Liquidity orgy. BTC > $69 k, NASDAQ > 16 k, S&P 500 > 4.8 k; A-share hot spots still bubbling.2022-23: Fastest Fed hike cycle since Volcker. BTC ‑77 %, ETH ‑82 %, S&P ‑27 %, NASDAQ ‑38 %, CSI 300 ‑30 %.2023-25: Inflation rolls over, AI narrative arrives, rate-cut bets appear. U.S. equities ...
Drawdown, Liquidation, Recovery: What Four Years of U.S. Equities, A-Shares and Crypto Teach Us About the Cycle
Key Take-away Every macro cycle repeats the same three-act play: euphoric top, violent purge, uneven recovery. Draw-down is not a bug; it is the moment the thermostat resets.2021-2025 in One GlanceQ4 2021: Liquidity orgy. BTC > $69 k, NASDAQ > 16 k, S&P 500 > 4.8 k; A-share hot spots still bubbling.2022-23: Fastest Fed hike cycle since Volcker. BTC ‑77 %, ETH ‑82 %, S&P ‑27 %, NASDAQ ‑38 %, CSI 300 ‑30 %.2023-25: Inflation rolls over, AI narrative arrives, rate-cut bets appear. U.S. equities ...
Jia Yueting, Crypto Veteran
1. The 30-Million-Dollar Tweet On 8 Oct Jia Yueting posted a rendered FF car stamped with the letters “BNB” and the caption “Drive a Binance-mobile, live a Binance-life.” A freshly-minted meme coin called “Binance Car” instantly screamed to a $30 m market-cap. Hours later Jia clarified: “I have never issued any token.” The message was deleted, the pump evaporated, but the 42-year-old showman had proved he can still move markets with a single JPEG. --- 2. From “Eco-Synergy” to “EAI + Crypto Fl...
Jia Yueting, Crypto Veteran
1. The 30-Million-Dollar Tweet On 8 Oct Jia Yueting posted a rendered FF car stamped with the letters “BNB” and the caption “Drive a Binance-mobile, live a Binance-life.” A freshly-minted meme coin called “Binance Car” instantly screamed to a $30 m market-cap. Hours later Jia clarified: “I have never issued any token.” The message was deleted, the pump evaporated, but the 42-year-old showman had proved he can still move markets with a single JPEG. --- 2. From “Eco-Synergy” to “EAI + Crypto Fl...
Why Does Success in the Stablecoin Era Only Belong to a Few?
The recent vote on the USDH token on Hyperliquid has drawn significant attention, reflecting a broader trend where platforms are increasingly recognizing the economic value of stablecoins and seeking better partnership terms.Core InsightsClosed vs. Open Ecosystems: Stablecoin issuers find it easier to guide users within closed systems (e.g., custodial platforms or wallets), while challenging dominant stablecoins like USDC and USDT in open ecosystems remains difficult.Two Tiers of Success:On-p...
Why Does Success in the Stablecoin Era Only Belong to a Few?
The recent vote on the USDH token on Hyperliquid has drawn significant attention, reflecting a broader trend where platforms are increasingly recognizing the economic value of stablecoins and seeking better partnership terms.Core InsightsClosed vs. Open Ecosystems: Stablecoin issuers find it easier to guide users within closed systems (e.g., custodial platforms or wallets), while challenging dominant stablecoins like USDC and USDT in open ecosystems remains difficult.Two Tiers of Success:On-p...
