The world is bustling, all for profit; the world is bustling, all for profit to go! Hello everyone, I am your friend Lao Cui, focusing on digital currency market analysis, striving to convey the most valuable market information to cryptocurrency enthusiasts. I welcome all friends in the crypto community to follow and like, and I refuse any market smoke screens!

Yesterday, we talked about competition, and I found that everyone is very concerned about this point, especially with Musk's X set to launch cryptocurrency data integration next month. Please note that this does not mean trading will be available. Will it be launched in the future? There is a high probability. This has also led Binance and OKX to successively introduce KOL reward mechanisms, and your earnings should be credited to Musk. Through these details, you can see that the cryptocurrency market is indeed moving in the steps anticipated by Trump. The top giants in the industry are expanding trading volumes and even participating in promotions. Therefore, on the trend level, there will not be significant changes. Whether it’s the four-year cycle theory or the mining costs and on-chain data you refer to, these indicators are gradually losing their reference value. The future trend will definitely be led by the giants. This means that the crypto market is in a process of capitalization, and future trend fluctuations will become smaller and smaller, with prices rising higher and higher.

Secondly, everyone should pay more attention to the cryptocurrencies that are already listed, rather than betting on small coins that may be listed in the future. As time goes on, many coins that cannot be listed in the first wave will face exponentially increasing difficulties in later listings. My estimate is that during Trump's term, the number of coins that can be listed will not exceed ten. We need to look for coins with a visible future. The few coins I recommend are almost all confirmed trends for the future. For example, SOL: the product head of X revealed that in the future, users will be able to view real-time prices and asset information of cryptocurrencies and stocks directly on X's timeline, which has a strong financial social attribute. Later, Solana's official statement indicated that "X is rapidly becoming an all-encompassing application, and soon, Solana will also be integrated within it." This hints that X will first integrate assets on Solana? Just like Coinbase announced in December that it would allow direct purchases of Solana's on-chain assets in the app. It’s not impossible, as X's product head Nikita Bier is also an advisor to Solana.

Of course, X has nearly 500 million daily active users, and it is not impossible for it to apply for SEC financial licenses in the future. Once it truly opens social applications to finance, it will have no competitors in the financial market. If it were another candidate, I think it would be very difficult to achieve, but Musk, as the CEO of X, may indeed have that capability. Under this series of influences, overall, it is favorable news for the future. Therefore, the development of the cryptocurrency market in 2026 will definitely revolve around expansion, not tightening. The impact of market expansion is that capital will increase, especially as JPMorgan expects over $130 billion in crypto capital inflows by 2026. As long as there is inflow, there is hope. As long as the trend has not changed, as long as one's heart is not affected by fluctuations, it is still very profitable; in the following sections, I will focus on your thoughts, as many friends have fallen into the trap of bearishness and find it hard to extricate themselves.

For those who are extremely firm in the bearish trend, every time they contact me, they only try to persuade me with two points: first, the future application of cryptocurrency; second, the current stage is a historical high. I cannot answer the first point because we cannot predict changes beyond five years. Cryptocurrency is merely a technical blockade achieved through encryption. If you consider whether the computing power five years from now can break this technology, I must admit that there is a possibility. However, with 21 million bitcoins, there are currently less than 1 million left. Even if there are certain technological breakthroughs, the impact on the market will not be significant. With encryption technology, there will always be technology to crack it; I admit this, but for now, we should not worry unnecessarily. At this stage, it is in a growth state, and we should adapt to the situation. Our goal is to profit; it is not to maintain order in the cryptocurrency market. For investors and profit-makers, making a profit is always the primary goal.

Regarding the second point, I can answer everyone: even at historical highs, it can still continue to create. True capital investment does not consider whether it is at a historical high; they are often more willing to invest in quality assets at high costs. They are not willing to buy inferior assets at low costs. Many friends who believe in historical highs easily fall into self-traps, always looking for negative news to support their ideas. Once this kind of thinking appears, any market will seem bearish. The current growth, as mentioned yesterday, is not an independent explosion of the cryptocurrency market, but rather the entire financial market is growing. In comparison, the voice of the cryptocurrency market has become much smaller. If we consider the cryptocurrency market with a high bubble mindset, the bubble in the cryptocurrency market is even smaller. Silver has surpassed a market value of 50 trillion, while the cryptocurrency market has not doubled; the amount of capital it has absorbed is even larger. If you say that the cryptocurrency market has no industrial value, then where is the industrial value of silver? What about gold? Isn’t this all recognized by the market, leading to capital involvement?

Including those who blindly hold bullish views, do not pay attention to what people like CZ, Trump, and BlackRock are saying. They are all practitioners in the cryptocurrency market and naturally speak in favor of what benefits them. You should pay more attention to what they are doing. Binance is launching Binance Life, and Trump is also launching his own coin, both busy cutting leeks. The so-called super cycle, such as Bitcoin reaching 200,000, should just be heard and not taken as any reference value. What we can see is that ETFs are continuously flowing in, American capital is continuously buying, X is integrating into the cryptocurrency market, and Coinbase will officially link to the cryptocurrency market for purchasing US stocks starting next month. These measures are telling you that the application of cryptocurrencies is expanding, the choices for capital are increasing, and the inflow of funds will be larger. Under this premise, with the support of investment scale, if you are on the side of capital, would you choose to short?

Lao Cui summarizes: Most retail investors will focus on the fluctuations of market prices, thus neglecting the value of the market itself. Regarding the definition of Bitcoin, I mentioned last year that Bitcoin below 100,000 and Ethereum below 3,000, as long as you can hold for the long term, measured in years, you will definitely gain. Including the current Bitcoin, which is around 95, if you do not consider the short-term new lows and focus on spot trading, holding until the second half of 2026 will still yield profits. The same goes for contract users; I have provided you with pressure support levels. If you are not firm in your own ideas and start to doubt everything, since I started calling bullish below 90,000, what is the significance? Those who cannot profit will still not be able to profit. Even if I give the same entry and exit positions, you will still not be able to profit. If you always see a different viewpoint and choose to trust it, overturning your previous thoughts without verifying whether this viewpoint is correct, how can you profit? The recent negative points should only focus on the interest rate cut surroundings. This time there is no interest rate cut, but there may be a wave of trend-following corrections. However, entering February will definitely be a bull market, and all applications promised this month will basically be fulfilled in February; the new highs in February will be slightly higher than in January. After this correction, it will be your opportunity to enter, so don’t miss it! The cryptocurrency market does not have much time left for you! For those who do not understand, please feel free to ask me; the market will come soon!

Original creation by WeChat public account: Lao Cui Talks About Coins. For assistance, please contact directly.

Lao Cui's message: Investing is like playing chess; a master can see five, seven, or even more than ten moves ahead, while a novice can only see two or three moves. The master considers the overall situation and the big trend, not focusing on one piece or one territory, aiming for the final victory. The novice, however, fights for every inch, frequently switching between long and short positions, only competing for short-term gains, and often finds themselves trapped.

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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