Ant Group; Focus on RWA; ex-BlackRock | alum@JohnsHopkins #PudgyPenguin #Azuki
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Joined October 2021
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Candice, CFA retweeted
遥想当年春节国庆这种长假，市场的交易量和热度都会有显著的下降。大概是从2022年的圣诞节开始，欧美假期的影响力就明显压过了华人假期，华人的交易习惯对主流币市场的影响越来越小。
后面随着市场项目和资金完全被白皮垄断，周末也开始变成了交易的垃圾时间，加密被白皮主导一晃已经三年了。
尽管交易所领域仍然由华人创办的交易所主导，但是不得不说，华人对加密市场的影响现在已经完全不够看了。
Candice, CFA retweeted
JUST IN: Cathie Wood's ARK Invest launches tokenized venture fund on Ethereum that trades 24/7.
有一个明星的亏损，才会是一个阶段的落幕。
谁说当年FTX不是被盯上，被狙击了呢
仅仅是 sol 等投资导致亏损，然后被爆出提币困难，导致用户挤兑。一个明星交易所就此陨落，但换来了加密货币市场的新的一轮周期
那你说，算不算也是命里有此一劫呢？金融市场要永远保持对市场的敬畏，控风险、降杠杆
1/
People are yet to understand what really happened in June.
This wasn’t a crypto crash.
It was the largest coordinated liquidity rotation I’ve seen in years — and it tells you exactly where the next opportunity is hiding.
Let me explain. 🧵
7/
On altcoins: momentum is dead. Catalysts are everything.
July rewards specific events, not vibes. The names worth watching are the ones with dated upgrades and launches:
$SOL — Jito JTX terminal launch + Alpenglow upgrade in testing. Key level: 
HYPE — HIP-3 scaling + Q3 options market. Uptrend intact above 
ZEC — Ironwood network upgrade late July. Holding $400 is the line.
If the catalyst doesn’t land, the chart doesn’t matter. Be disciplined.
The single most important thing I can tell you right now:
Surviving this phase IS the trade.
The market’s only job in July is to shake out everyone who shouldn’t be here. The liquidity is there — Micron proved that. The money hasn’t left the system. It’s just parked in US tech waiting for the next rotation.
Your job is to still be standing when it comes back.
Stay patient. The Exponential Age hasn’t been cancelled. It’s just on sale.