加密韋馱|Skanda 🔶|Jul 04, 2026 08:43
Recently, everyone needs to focus more on the cryptocurrency industry
Anselm's black bull is actually a very good signal. Currently, for car heads and active market makers on the chain, the certainty of funds passively participating in the US stock market at this position is not high.
The major US stock sectors that previously led the gains have experienced multiple flash crashes similar to those after 519 in 2021, indicating that the market's previous consensus has begun to split, rather than what some US stock teachers say, 'reducing leverage is healthier'“
This blind 'long-term positive trend' is the main reason why many people lose money in the second half of 2021 after 519 and mid-2025, which belongs to the 'perhaps correct but not actionable' suggestion - you are likely unaware of the distribution in a larger timeline
Friends who entered the circle late can review May 19, 2021, which is basically the same as the current semiconductor market
Although it even hit a new high in the second half of 2021, the sustainability of individual stock directions is getting worse and the rotation speed of sectors is getting faster. It can be said that this has given some sectors that are now considered unimaginable opportunities, such as large-scale GameFi, NFTFi, and so on
For those who make money in the cryptocurrency industry, especially on the blockchain, there is no asymmetric resource advantage in stock trading. Rationally speaking, what they need is short-term deterministic returns. From their perspective, predictability and controllability are the top priorities
Once such a consensus split occurs, the odds and certainty are not enough for themselves, and for individual investors, it also releases a lot of attention to find other markets. So opening with on chain market or contract market is the most feasible controllable high-yield strategy
As for BNB, I think Binance is not no longer concerned about Meme or on chain, but rather they are adopting a follow-up strategy, and if there is any possibility of narrative changes in the market, they must follow up and complete it
For example, the Lobster and AI in February, and the US stock brokerage channel in May
What Binance needs is to "love face and take into account the market situation", and to balance internal and external factors. However, everything serves the overall competitiveness. Whether it's the US stock market or AI, they are just a narrative aspect of Binance
Brothers in the trenches, don't worry. If new front-end strategies emerge, they will definitely follow suit
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