Cryptocurrency News
February 28 Highlights;
1. SEC Chairman Paul Atkins stated that he will make up for the “missed opportunities” in cryptocurrency regulation and promote Project Crypto to update the framework
2. The U.S. Department of Justice is cracking down on cryptocurrency fraud in Southeast Asia and has frozen and confiscated $580 million
3. Barclays Bank is considering establishing a blockchain platform, which may launch stablecoins and tokenized deposits
4. Vitalik published an article explaining Ethereum's scaling plan, covering short-term Gas optimization and long-term phased deployment of ZK-EVM
5. Spot silver reached $93/ounce, up 5.35% on the day
Trading Insights
1. On Waiting (“The Waiting”) “Trading is mostly boring. If you feel excitement, then you are losing money.” Don’t stare at the screen all day. Grasping the screen and looking at it will stare back at you and consume you. A good hunter spends most of the time waiting. He waits for the wind to change, waits for the prey to lower its head and drink water. Don’t fixate on market conditions. Let the market come at you like a drunken man unaware of his surroundings. When there is nothing to do, do nothing. Being flat is also a position. 2. On Cutting Losses (“The Cut”) “Cutting losses is your only friend. Although this friend sometimes bites you.” Acknowledge mistakes with courage. Most people lack courage. Watching a deficit grow is like watching a wound fester, praying for a miracle to happen. Miracles won’t happen. A bad toe will happen. When you make a mistake, cut it off immediately. Don’t worry. Don’t patch it up. Pay the bill, try to buy a lesson, and strive for honor. While the green mountains remain, you need not fear for firewood. 3. On Leverage (“The Leverage”) “Leverage is borrowed courage. It’s not yours.” In that crappy contract market, leverage is like poor-quality drugs. It makes you feel invincible, makes you think you are smarter than the market. But it will give you a pounding headache when you are sober. Bet with what you can afford to lose. If this trade keeps you up at night, you are betting too much. You can only win when you can sleep soundly. 4. On News and Noise (“The Noise”) “Don’t listen to them. They are selling newspapers, not selling the truth.” In this circle, some are selling news, some are analyzing charts, and some are bragging about inside information. Plug your ears. Just look at two things: price and volume. Price is fact. Volume is power. The rest—what macro analysis, what institutional upgrading—are usually lies, or smokescreens to glimpse a retreat. 5. On Essence (“The Sea”) “The market is like the sea. It is not cruel, it is just indifferent.” Don’t be angry at the market. Don’t try to take revenge on Bitcoin. It doesn’t care about you. It doesn’t even know you exist. If you are flipped over by a wave, it’s because you didn’t see the tides clearly, or your boat was too broken. Accept it. Clean your wounds. Set sail again. 6. On Respect for the Unknown (“The Respect for the Unknown”) “Only fools believe they can master every candlestick. Smart people know that the wind doesn’t happen because the meteorological station says so, it’s determined by the sea.” Sometimes you buy not because of a MACD golden cross, but because the coffee that morning tasted just right, or the wind outside changed direction. Is this called metaphysics? No, it’s called animal instinct. In the jungle, those who live the longest are not the strongest, but those who can sense danger the best. 7. On Metaphysical Trading “There’s no need to rush the sunrise. What’s meant to come will come. That’s metaphysics, and Bitcoin is the same. It has its own timetable.” Don’t ridicule metaphysics. And those who try to use it to guess the next minute's rise and fall are just using a Holy Grail to hold urine. They don’t understand the way; they are simply blinded by greed, just like the news of the former, none of which speaks the truth. That’s all my insights. There is no magic formula to face. Only discipline and the elegance of dealing with this harsh reality.
LIFE IS LIKE
A JOURNEY ▲
Below are the real trading group orders from the Big White community this week, congratulations to those who have followed along, if your operations are not going well, you can come and try the waters.
The data is real, each order has a screenshot issued at that time.
Search public account:Big White Talks Coins
Bilibili YouTube account:Big Power 777
BTC
Analysis
U.S. stocks and BTC both fell, but writing the assignment is not difficult, just like what has been said these past two days, market sentiment can be driven by earnings reports, but liquidity will not improve because of earnings reports, especially with the current trend of institutional funds selling off and the overall market, which has been spoken about for four consecutive days, as evidence of the current market situation. The main narrative currently remains insufficient liquidity, and the corresponding issues brought about by insufficient capital; to solve this difficulty still requires monetary policy. According to the data, it remains a day of decreased trading volume and turnover rate, so there’s not much to say, as investors' buying sentiment has already detached from the earnings reports, falling back to where it rose from, this is insufficient liquidity, each rise may just be the exit liquidity of institutions and hedge funds. A dip back to around 65130-64750 can be bought long, with rebound targets looking to around 66130-66500.
ETH
Analysis
Today's PPI data is also not good; although it is lower than the previous value, it is higher than expected, and the month-on-month rate is higher than both previous value and expectation, the core PPI’s year-on-year and month-on-month rates are also higher than both previous and expected values. The inflation that has been declining for two consecutive months may face some challenges this month, which is also a point of concern for investors. The rise in PPI very likely means PCE will also rise, which is not good news for U.S. monetary policy. But from a long-term perspective, I am not very worried, on one hand, the U.S. tariffs that curbed the Federal Reserve’s interest rate cut have yielded results; without the threat of tariffs, the probability of inflation declining is greater. On the other hand, as June approaches, the Federal Reserve Chairman is a very important card for Trump. There is indeed a chance of further easing in the second half of 2026 to create momentum for the midterm elections. A dip back to around 1890-1878.8 can be bought long, with rebound targets looking to around 1928-1960. A rebound to around 1964-1995 can be sold short, with targets looking to around 1820-1700.
Disclaimer: The above content is purely personal opinion and is for reference only! It does not constitute specific operational advice and does not bear legal responsibility. Market conditions change rapidly, and the article has a certain lag; if there are any areas of confusion, feel free to consult.
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