Amelia1231

Oil prices rebound then fall back, gold fluctuates, indicating that after the capital has run out, people are starting to think: how big is this fight really going to be?
The first wave of panic in the Middle East situation has been digested, and the market has entered a calm period. For us, the short term is more bullish—panic selling has cleared out, and a breathing window has opened. But looking further ahead, the outlook is not optimistic: current US economic data does not support rate cuts in March and April, and the probability of a rate cut in June is also below 50%. The Federal Reser

Crypto Market Hot Topics:
1. The Commander of Iran's Army has passed away, along with the Minister of Defense and the Revolutionary Guard Commander. Iran has vowed to retaliate against Israel.
2. Iran's Hormuz Port was hit by an airstrike, and analysts suggest this operation may target its naval core forces.
3. Iran's nationwide internet connection was disrupted, with network availability plunging to 54%, and communication systems are paralyzed.
4. The Iranian Revolutionary Guard launched missiles, heavily damaging a support ship of the US military in the region.
5. Trump plans to initiate a n

When the tide of the market recedes, what remains on the beach are often the narratives with true vitality. In the last bull market, Ethereum, with its epic innovation of smart contracts, defined the "Public Chain Era"; however, in the just-passed cycle, it seemed somewhat subdued—Meme narratives were overtaken by Solana, RWA adoption was delayed, and stablecoin use cases were firmly dominated by the Tron ecosystem. The ETH/BTC exchange rate continued to decline, and both inside and outside the community, doubts about Ethereum's "lack of innovation" grew louder.
However, if we look toward 2026

Thoughts on the Next Bull Market Layout
My current view on Web3 is that the focus is no longer on the chain itself, but on agents. The demand from Web2, Web3's funding and settlement, will ultimately fall on agents. Therefore, the investment research direction is simple: who can truly help agents make money and run the business closed-loop.
Based on this logic, mainly focus on projects like VIRTUAL, TAO, NEAR that are centered around agent commercialization, rather than just narrative storytelling.
RWA track: ONDO and SYRUP
DEX track: UNI and HYPE
As for the public chains themselves, their sca

Compare the similarity between the 2022 bear market and the current trend at $BTC , which is as high as 90%.
In the 2022 bear market, after BTC peaked around 69,000, the first wave of decline dropped to around 40,000, then oscillated back and forth at that level for three months before starting the second wave of decline to around 20,000. After oscillating in the 20,000–30,000 range for nearly half a year, the third wave of decline began, dropping to around 15,000, marking the bottom of the bear market.
In this round, after BTC peaked at 126,000, the first wave of decline dropped to around

【Speculation Insights】
1. Money is blown in by the wind; you need to find the wind, not the money.
2. The total amount of wealth you can acquire is determined by heaven, not your effort.
3. Don't worry about gains or losses in a city or region; if your direction is right, you can make money even with small purchases or early sales.
4. The new asset bull market is the biggest opportunity.
5. Opportunities are not entirely new; some of the most profitable waves are the second wave.
6. Buy leading stocks, develop the habit of buying leaders, and forming this habit will allow you to grow bigger an

Let's talk about platinum in the bullish metals market
The World Platinum Investment Council's latest view is that the January pullback was essentially a sentiment premium unwind, and prices have returned to fundamentals-based valuation.
The core remains unchanged—supply shortages.
Platinum's structure is somewhat similar to silver, with long-term demand consistently exceeding total supply from mining plus recycling.
2024 marks the third consecutive year of shortages, with a gap approaching 995,000 ounces.
It is expected to slightly widen in 2025.
By 2026, it may temporarily approach balance.

$SUI Continuing to surge! Why are smart money investors heavily accumulating SUI ecosystem in 2026?
We once called SUI the "Solana Killer," but as of 2026, SUI no longer needs to benchmark against anyone. It is building its own "Sui Empire."
Look at the current on-chain data: the funding volume of leading protocols like Navi, Scallop, and Cetus is no longer just "large," but "deep." The comprehensive penetration of native USDC, combined with the seamless experience of cross-chain transfer protocol (CCTP), has made SUI one of the most capital-efficient public chains across the network.
Wh

#马年开工第一帖
Making a small profit during the Spring Festival AI race is a good start🚀. In traditional finance, the most promising sector is RWA, which connects real assets with huge potential. The first deal at the start of work is preparing for phased entry into AI+Depin, with a strong narrative and quick implementation. Recently, news about Microsoft and Google increasing AI computing power has excited me the most — big companies are still investing heavily, indicating that the cycle is far from over, and on-chain projects are bound to rise.
Starting the Year of the Horse, steady progress whi

This Week's Cryptocurrency Watchlist
$SYRUP — The Maple Investors Conference Call is scheduled for February 26.
$UNI — The voting on the proposal to enable fee switches for more liquidity pools on Uniswap will end tomorrow.
$NEAR — Near's NEARCON conference will open on February 23.
MegaETH — MegaETH confirms upcoming launch of a points program
FT — Flying Tulip TGE will be held on February 23.
JUP — The proposal to stop issuing tokens for Jupiter has just been approved.
DIME — Paradex will launch its token DIME in the coming weeks.
Macro Events — The probability of the US striking Iran bef