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

Recently, the inflow of funds in the cryptocurrency market has been very obvious. Many friends are extremely sensitive to declines, and Lao Cui has also consolidated the volume of incoming funds. The latest data shows that Ethereum's net capital inflow exceeded 2.1 billion dollars in 2026, which seems negligible compared to its market value. From the perspective of net inflow, it is extremely stable, which is also a signal. Looking at the short-term trend, since the new low of 65618 on the eighth, the market has continued two days of recovery, and today Bitcoin reached a high of 70578, an increase of over 4000 points. Ethereum showed even more stability, with a low of only 1906 and a high of 2053, with an overall fluctuation of only about 150 points. Especially the recent increase is almost based on the influence of military factors, and the expected crash has not come; the trend has completely broken conventional imagination. This may give the cryptocurrency market a different meaning and is no longer in line with the principles of speculative markets.

Regarding the interpretation of the military aspect, Lao Cui has talked too much recently, and the performance is not very good. Therefore, today I will briefly discuss the military interpretation; there is always the possibility of returning to the negotiating table, and this conflict will not last too long. For America, the strategic level has already failed, and there are no winners on either side. Iran definitely needs to make concessions, giving up some vested interests, perhaps in the energy sector or the economic sector, and it will certainly compensate America. There will also be no possibility of conflict expansion; future conflicts will be about争夺 negotiation chips. While it seems that Trump is constantly doubling down on military actions, in fact, he has already fallen into a disadvantage; there is at most one more large-scale strike, and the remaining options are all for peace talks. Through this conflict, Lao Cui has gained a new understanding of some issues, and upon reviewing all of Trump's operations, it is found that it is impossible to avoid the gambler's mentality.

This outcome can allow all the losers in the cryptocurrency market to reflect on themselves and comfort their failing hearts. Trump's actions are very much like a gambler; after tasting success in Venezuela, he further aimed for Greenland and expanded his ambitions, thinking that capturing Iran would be a piece of cake. Even on the first day, after successfully dealing with Iran's leader, he boasted that Cuba would be the next target. The result is that he met Iran, the resilient little cockroach, which caused his early layout to fail spectacularly, revealing his wolfish ambition. Even Trump cannot escape the gambler's mentality, which is also the principle behind the losses of all contract users. Many friends' layouts can lead to numerous profits, but failure only needs to happen once to wipe out all early layout gains. Reflecting on these events helps to improve many trading systems.

We can look at it more objectively. From a military perspective, indeed, America's approach has been extremely successful, and military objectives have basically been achieved. But from an economic perspective, it is a failed struggle. This can also be defined as a financial impact that is definitely magnified; for example, in terms of energy and gold, since the Russia-Ukraine conflict began, Lao Cui has emphasized that these two evergreen sectors will see explosive growth. Including at the beginning of 2025, Lao Cui had also advised everyone to hold products related to these two sectors, and after this, you can consider reducing holdings. It is highly likely that if Trump wants to launch large-scale wars later, there will be stricter requirements; a single failure will inevitably lead to compromises on certain levels. Trump's governing philosophy in the later stages may also lean more towards stability. So where is the impact on the cryptocurrency market? Is it expanding the trading of stablecoins or continuing to promote the landing of blockchain technology?

Many friends still define cryptocurrencies as a virtual bubble economy. Lao Cui has published many perspectives on what you call bullish viewpoints in the past two days; these events and technologies are substantively grounded. If you refute, I hope you speak based on data or events with examples. The core of blockchain technology is electricity and computing power; most chains' births require basic early investments, and the later operation relies more on the program itself. The advantage of blockchain lies in distributed storage and intelligent computing, all of which must be based on chains. This intelligent computing power is essentially a concentrated breakthrough; it can mobilize all GPUs to focus energy on computing a single event. Do not consider these things as very virtual; this is what needs to be done in the future when AI and blockchain combine. Moreover, there are already many AI companies creating based on blockchain technology. 

Including the current stablecoins, you often see USDC being minted on certain chains, yet you do not see market growth. This issuance does not mean everything is sold out; this action can only be interpreted as a need for market growth later, preparing for a bull market. Everyone's interpretation needs to have a certain vision; the release of stablecoins, especially USDC, requires equivalent reserves, meaning that minting a coin must have support from U.S. Treasury bonds or dollars. Minting several hundred million or even billions requires prior preparation, unlike USDT, which lacks certain regulations. The costs incurred must have operating channels, whether relating to Iran's energy output settlement methods, Russia, or the channels needed by Europe; these must be worth more than many fiat currencies. Stablecoins may not necessarily flow into cryptocurrencies like Bitcoin and Ethereum, but they will certainly have an impact on their unit prices.

Lao Cui summarizes: Many friends view the current cryptocurrency market from the perspective of the past; thus, they have a certain degree of bias towards the current market trend, always feeling that Bitcoin will only stabilize after dropping to a certain extent. From market analysis, since 126K, the lowest position has come to around 60K. This is still the leading currency in the cryptocurrency market, and compared with Ethereum and SOL, the decline has reached 60%. Most critically, this decline has occurred without any major negative news; it is primarily due to human factors. And this human factor, through data, can be seen that holders on platforms like Binance are in a state of reduction (latest financial reports have revealed this), while large whales like BlackRock MicroStrategy are in a state of increase. This also supports Lao Cui's earlier viewpoint that the downward market is to facilitate the handover between giants. Whales have unwittingly increased their positions by more than double, and remain in a buying state at this stage; the handover between retail investors and platforms has basically ended, and the prevailing bearish sentiment in the market remains thick, which instead gives Lao Cui hope for growth. The rise of OKB, the short-term trading volume of Trump Coin, and the minting of SOL channels all indicate that the turning point between bulls and bears is brewing.

Original content creation: Public account: Lao Cui Talks about Coins. For assistance, please feel free to contact.

Lao Cui's message: Investing is like playing chess; a master can predict five, seven, or even ten moves ahead, while a lower-skilled player can only see two or three steps. The skilled see the big picture and the general trend, not valuing one chess piece or one territory, but aiming for the ultimate win. In contrast, the less skilled are always striving for every inch of land, frequently switching between long and short positions, only caring about short-term trades, resulting in frequent entrapment.

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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