Vincent Wong

XuanYuan 2.0’s TianmingBot is a citizen of the universe, embodying heaven and earth in his head and endowed with the essence of the Yellow Emperor’s five mandates (tianming), based on the principle of ‘giving first and taking later,’ in his body and spirit. The five mandates are humanity, justice, the six freedoms ‘do re mi fa sol la,’ the unity of rights and duties, and a regulated but free and open market system to create and distribute spiritual and material things of desire.

BREAKING 🚨 Bitcoin is slowly trending towards danger zone I would lock in leverage longs Flush will be fast and brutal!

CRYPRO CRASH I warned you all right on time 🚨 Alts got absolutely smoked in past 24hrs 10-20% dump on alts within 24hrs 830M+ in longs got liquidated!! IMO THIS IS NOT OVER YET CAREFUL ON LEVERAGE LONGS , WATCH OUT BELOW

Next CALL: ETH Outperformance. Here’s Why: Crypto needs traditional finance (TradFi) money to move, not retail. BTC outperformance is purely a function of that. What comes next will shock most: the U.S. government needs $ETH. Way more than bitcoin. What’s the biggest problem the U.S. government faces now? Nobody wants to buy their debt. Yields up, gold up, dollar down, not good. Capital is flowing out. Let’s explore how ethereum will help alleviate this problem. Of all the crypto policies, two bills stand out: the SBR and the Stable coin Bill. If you monitor policy, the Stable coin Bill will likely be the first to pass, as it’s on the fastest track. Why? Stable coins create a yield compression effect by driving massive demand for U.S. debt. See the study linked posted below for details. Key Findings from the Study: → Yield Compression (Main Effect): A 2-standard deviation stablecoin inflow (approximately $3.5 billion) lowers 3-month U.S. T-bill yields by 2-2.5 basis points (bps) within 10 days. → Limited Spillover to Longer Tenors: Stable coin flows show little to no significant impact on 2-year or 5-year Treasury yields, with only limited evidence of spillover to 10-year yields after about 15 days. → Asymmetric Effects: Stable coin outflows have a larger impact, raising 3-month T-bill yields by 6-8 bps, 2-3 times the effect of inflows. This suggests less discretion in timing during stress. →Issuer-Specific Contributions: USDT (Tether): Accounts for ~70% of yield compression, consistent with its larger market capitalization and T-bill holdings. USDC (Circle): Contributes ~19%. Other Stable coins: Contribute the remaining ~11%. The Stable coin Bill will bring trillions of TVL into ETH. Not SOL, fk SOL, an extraction chain with toxic KOLs, builders, founders, and meme coin degenerates. Ops, got a bit emotional. Simply buying ETH is a play on its own, alternative is check my public portfolio and DYOR. I won’t mention specific names to avoid becoming customer support. I’ll leave this picture here for you. Not even BlackRock’s Ondo was invited, lol. I don’t know when ETH will start outperforming, but I’m prepared when the time comes.

Next CALL: ETH Outperformance. Here’s Why: Crypto needs traditional finance (TradFi) money to move, not retail. BTC outperformance is purely a function of that. What comes next will shock most: the U.S. government needs $ETH. Way more than bitcoin. What’s the biggest problem the U.S. government faces now? Nobody wants to buy their debt. Yields up, gold up, dollar down, not good. Capital is flowing out. Let’s explore how ethereum will help alleviate this problem. Of all the crypto policies, two bills stand out: the SBR and the Stable coin Bill. If you monitor policy, the Stable coin Bill will likely be the first to pass, as it’s on the fastest track. Why? Stable coins create a yield compression effect by driving massive demand for U.S. debt. See the study linked posted below for details. Key Findings from the Study: → Yield Compression (Main Effect): A 2-standard deviation stablecoin inflow (approximately $3.5 billion) lowers 3-month U.S. T-bill yields by 2-2.5 basis points (bps) within 10 days. → Limited Spillover to Longer Tenors: Stable coin flows show little to no significant impact on 2-year or 5-year Treasury yields, with only limited evidence of spillover to 10-year yields after about 15 days. → Asymmetric Effects: Stable coin outflows have a larger impact, raising 3-month T-bill yields by 6-8 bps, 2-3 times the effect of inflows. This suggests less discretion in timing during stress. →Issuer-Specific Contributions: USDT (Tether): Accounts for ~70% of yield compression, consistent with its larger market capitalization and T-bill holdings. USDC (Circle): Contributes ~19%. Other Stable coins: Contribute the remaining ~11%. The Stable coin Bill will bring trillions of TVL into ETH. Not SOL, fk SOL, an extraction chain with toxic KOLs, builders, founders, and meme coin degenerates. Ops, got a bit emotional. Simply buying ETH is a play on its own, alternative is check my public portfolio and DYOR. I won’t mention specific names to avoid becoming customer support. I’ll leave this picture here for you. Not even BlackRock’s Ondo was invited, lol. I don’t know when ETH will start outperforming, but I’m prepared when the time comes.

BNB Chain is leveling up in 2025. What’s new: Faster transactions, streamlined user experience, integration of AI, & refined developer tools. Here’s what’s changing and why it matters to you 🧵👇