The world is bustling, all for profit; the world is busy, all for benefits! Hello everyone, I am your friend Lao Cui, focusing on digital currency market analysis, striving to provide valuable market information for fellow coin enthusiasts. Thank you for your attention and likes, and we reject any market smoke screens! 

After talking about the big trend for two days, many friends do not have a clear understanding of the current situation. Most friends, after reading Lao Cui's article, pay special attention to narrative events in the coin circle. If Lao Cui tells everyone today that the next macro narrative of blockchain has arrived, would you believe it? Let me give you two clues. The issue of Russia promoting stablecoins mentioned yesterday seems to have an answer today, further confirming Lao Cui's viewpoint. Russia plans to introduce a stablecoin bill, aiming for independent legislative promotion. On March 5, the Russian Ministry of Finance is considering launching an independent stablecoin legislation to regulate digital assets tied to fiat currencies. Alexey Yakovlev, head of the Financial Policy Department of the Ministry of Finance, stated that stablecoins have enormous potential. Russia plans to advance stablecoin legislation separately from the cryptocurrency regulatory framework, with relevant cryptocurrency regulatory bills expected to be submitted to the State Duma for review in spring, potentially to take effect as early as July 1. The Central Bank of Russia has included stablecoins in the "foreign digital rights" category and approved some stablecoins for cross-border trade settlements. The A7A5 stablecoin, linked to the ruble, has been approved for overseas trade since October 2025.

This is the commercial acumen that an analyst should possess; one must see the subsequent results from the preliminary actions. Secondly, the recent surge of OKB is an event I have also explained to friends in my private space. The parent company of the New York Stock Exchange invested in OKX, valuing it at $25 billion. The investment from New York is considered a major stimulus. Lao Cui, an analyst who often observes domestic current affairs, has recently observed in the report from this meeting a strong introduction to blockchain. Among them, the director of the Beijing Microchip Blockchain and Edge Computing Research Institute stated: A national-level blockchain network has been formed, and we must entangle cross-border trade in our autonomous system. The most mentioned words in this report are intelligence and cross-border payment. Many friends still associate the domestic blockchain with digital currency; the implemented blockchain technology applications now include: tax invoices, cross-border trade (300,000 enterprises, trillion-level), and cross-border payments for digital yuan.

Many friends may not have a deep understanding of blockchain technology. The commonly used token form in the cryptocurrency market is directly linked to the blockchain. Many friends do not understand why tokens hold value. To understand this simply, take Bitcoin as an example. If Bitcoin itself does not hold value, then the maintenance of the entire blockchain cannot have maintenance personnel, much like understanding it as a highway. From the beginning, there are costs associated with its construction, so it will co-exist with this blockchain, giving birth to tokens that belong to this blockchain. The value of tokens is a very important aspect. Currently, domestic blockchain paths are not connected to what we refer to as these token paths. Why is this problem occurring? Actually, Lao Cui does not share the pessimism of many friends who classify these issues as negative options. Everyone can think from another perspective. If there were a swap between China and the US, we would certainly support the cryptocurrency market. Lao Cui defines the reason for the lack of interoperability as a timing issue.

Because in traditional currencies, we have great advantages, and I also occupy an absolute dominance in trade sectors, all of which are completed under the traditional currency attribute market defined by Lao Cui. Once opened, it will inevitably lead to capital outflow phenomena. But blockchain technology is definitely the future, as the birth of the blockchain supports not just currency interoperability; it also offers computational power upgrades. Based on blockchain technology, we have developed chips with 50 times the computational power of traditional chips. The AI chips restricted by the US are also closely linked to blockchain, and they also possess transparent information storage functions along with encryption properties — all of which are indispensable factors for future development. The accompanying token for domestic blockchain technology is the digital yuan, which is also our stablecoin; at the same time, the establishment of the cross-border payment system is completely different from foreign cryptocurrencies, as digital yuan payments require domestic software. Will there be any consideration for interoperability with foreign blockchain paths?

This brings us back to the growth of OKB. The correlation of these two clues makes Lao Cui feel differently again. Under controllable blockchain conditions, will domestic legal currency (stablecoins) be able to interconnect with foreign currencies? This has always been attempted. Previously, Hong Kong's stablecoin licenses were held with a supportive attitude, but problems emerged during the process, which led to the restrictive situation. Of course, if the issue of capital outflow cannot be resolved, this market will certainly not be opened. How to address this? Lao Cui believes that domestic think tanks must have their own methods, but the domestic approach has always been technology-first. Therefore, the upgrade of OKB resulted in the first wave of growth, and the K-line of today also provides an answer for the second wave of growth. It is certain that there are no signals for domestic release during this growth process. But the technology is indeed mature. If there is a day when openness occurs domestically, the OKB blockchain will surely be the passage for domestic stablecoins. Remember, OKB has not interlinked with any blockchain platform, which is also a characteristic.

So, will there be a day of openness? Russia has provided the answer, and so has Iran. History progresses as it does. The drawbacks of traditional currency have become evident, and since we benefit from it, we will support it. The downward assault of technology is unstoppable, and we now need to find a balance point. Lao Cui has always shared some practical processes of expansion in the coin circle with everyone, whether in Europe, America, or Asia; more developed countries support the establishment of the cryptocurrency market. The current situation is one of the competition for pricing power and input-output. The future cryptocurrency market cannot avoid human nature and cannot avoid technology. Lao Cui's estimate is more about choosing a compromise approach. Countries will certainly establish their own cryptocurrency bills and systems, meaning each country will have its own stablecoin, and only under regulation will interconnectivity be implemented. To summarize with CZ's words, freedom operates within rules.

Lao Cui summarizes: In the impact of this upheaval, what everyone is looking for is merely a channel that can support immense computational power, and all derived items from this channel will appreciate. Ordinary people can only get involved in corresponding tokens. Currently, only the Ethereum blockchain can support large-scale computation, and the establishment of Ethereum was initially intended to allow more users to participate; the second is SOL, but SOL has significant issues, and smaller countries may consider SOL's pathways. Both these cryptocurrencies are highly valued by Lao Cui and are believed to have unlimited potential, which also means they possess an unlimited future. Today's article detailed the operational logic of OKB, not to make everyone chase after trends, unless one has exceptionally firm beliefs. From a technological standpoint, this has basically been realized, but the future path for OKB is not easy. If everyone believes there is a possibility of interoperability within five or ten years, then one can attempt to get involved, as even if OKB reaches this short-term high at 120, Lao Cui is still trapped inside. Personally, I am more optimistic about the performance of Ethereum and SOL this year, and I do not know how many people will see this article, which is likely to be hidden. If any questions arise, please feel free to ask me, and I will respond when I see them. This year will definitely be a year of harvest. In March, Lao Cui still sees eighty thousand!

Many of your attentions are more distracted by the situation in Iran, while the focus on domestic current affairs is basically insufficient. For those living in the country, please pay more attention to the content of this meeting. It is not only about the coin circle but also mainly about the direction of wealth accumulation. The most influential factor on your returns is this positioning, which will prioritize stability in the future. This is also the first time the full-year GDP growth target has been lowered. What does this indicate? The monetary easing policy may be loosening, while the US's interest rate hikes and cuts are in mutual game. To control inflation, interest rates need to rise, but the performance of the US stock market combined with our domestic controlled exchange rate poses a challenge to dollar weakness. Interest hikes will naturally lead to the failure of dollar weakness, while the alleged return of manufacturing will also be crushed; a rising unemployment rate also becomes an inevitable path. Will there be a gamble on the victory of the Iran conflict? Betting means losing. The direct impact on the coin circle is the decline of gold and US stocks, which drives the growth of the coin circle; the rebound is not conducive to growth. Will this interconnectivity continue? These are issues everyone should consider, and they will also be covered in our next article.

Original creation by WeChat account: Lao Cui Talks About Coins. If you need assistance, please contact directly.

Lao Cui's message: Investing is like playing chess; masters can see five steps, seven steps, or even ten moves ahead; those with lower skills can only see two or three moves ahead. The skilled see the big picture, plan the trends, and do not focus on individual moves, aiming for the ultimate goal of winning the game, while the less skilled compete over every inch, frequently shift between long and short positions, and only fight for short-term gains, resulting in being frequently trapped.

This material is for learning reference only and does not constitute trading advice. Trading based on this is at your own risk!

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