Feifan123

For the general public, AI only provides emotional value,
while cryptocurrencies and stocks are the ones that bring real money.

The first step to becoming a trading expert,
is to break free from Pavlovian conditioned reflexes triggered by macro events or market data.

In 1962, Sam Walton was already 44 years old when he opened the first Walmart store in Rogers, Arkansas.

Zhang Xuefeng has said many things during his lectures that apply equally well in the crypto space.
Cut out the bullshit, and what remains is the wisdom of human nature and gaming.
On tracks and trends:
- Choosing a profession is choosing an industry, and choosing an industry is choosing the track of your future.
- You need to see whether an industry is going uphill or downhill. In a declining industry, no matter how hard you work, you're only delaying the fall.
- Don't challenge fields that have already formed monopolies or are sunset industries. Go to places where the rules aren't set in sto

In no time, major cryptocurrency chat groups instantly transformed into health and wellness research groups.

In 2002, the internet industry reached 500 million users,
In 2026, the crypto industry also reached 500 million users,
Will crypto also replicate the glory of the internet after 2002 in the future?

Early 2025 should be considered a devastating bloodsucking blow by Trump to cryptocurrency liquidity. At the very least, the crypto sector hasn't recovered yet even now.

# The Global Liquidity Cycle and the 4-Year Crypto Cycle Have Been Talked to Death
Everyone discusses them, but few mention another cycle that's actually more meaningful than both of these.
This cycle truly determines global wealth distribution, asset pricing, and economic boom-and-bust cycles. With a typical timespan of 7-10 years, it's frequently overlooked by investors. Traditional macroeconomics generally calls it the business or credit cycle.
It's slightly more complex than the 4-year cycle. The typical path of a credit cycle is:
Easing → Credit Expansion → Asset Appreciation → Overheatin

The next cycle of the crypto market will very likely be dominated by value investing.

The SEC released an official interpretive document on March 17, 2026, and added a batch of tokens to its digital commodities examples list. Digital commodities have basically evaded securities law regulation. Here's the complete list:
The first tier consists of 16 tokens that are consistently classified as digital commodities:
$BTC (Bitcoin）、 $ETH (Ethereum）、 $XRP (Ripple）、 $SOL (Solana）、
$ADA (Cardano）、 $DOGE (Dogecoin）、 $SHIB (Shiba Inu）、 $LINK (Chainlink）、
$AVAX (Avalanche）、 $APT ( Aptos）、 $HBAR ( Hedera ）、 $LTC (Litecoin）、
$DOT (Polkadot）、 $XLM (Stellar）、 $XTZ (Tezos）、 $BCH (Bitcoi

Strictly following the four-year cycle dogmatically, 2026 would be like 2022, destined to be the most difficult year to endure.

Here's some data that would make ETH holders anxious.
Solana's 24-hour trading volume is $2.179 billion.
It almost crushes Ethereum L1's trading volume of $948 million.
Even combining Base, Arbitrum, OP—the three mainstream L2s—with L1, the 24-hour trading volume only reaches $1.750 billion.
Beyond trading volume, Solana simultaneously has 1.93 million active addresses.
Besides the two ecosystems, BSC's 24-hour trading volume can also reach $944 million, but with nearly 2.5 million active addresses, it's a true retail chain.
ETH can already be seen as a store-of-value chain.

When will Bitcoin start to drain gold's blood?
That's when the real bull market will truly arrive.

Since the Middle East conflict, Bitcoin has outperformed almost all major traditional assets.

After a year of altcoin bear market, many market consensus views have been overturned.
1. No one has mentioned Bitcoin blood-sucking altcoins for a long time. People have become aware of high FDV and token unlocks.
2. There doesn't appear to be a relationship where Bitcoin rises first, then ETH, then altcoins take their turn.
3. Traditional institutional capital is more inclined toward Bitcoin and major cryptocurrencies.
4. Setting aside top projects, the value of VC endorsements has significantly declined.
5. Crypto narratives haven't disappeared, but pure narrative alone can no longer drive