海豚哥🐬|Jan 12, 2026 14:22
Recently, everyone must have noticed that the frequency of content and community interactions posted by CZ and Sister X has intentionally decreased, and it feels like they are deliberately avoiding topics and interactions related to memes.
Just fed their recent tweets to AI, and AI conducted in-depth analysis, providing changes in their psychological trajectory.
Do you feel right. But I feel that it's not a problem for them to do this slowly. If BSC's meme ecosystem wants to be healthy and upgraded, it really needs to get rid of them. It depends on the alpha rhythm, can you control it well.
So cherish the meme keywords that have recently emerged in their interactive community, there are only a few.
It should be difficult for them to provide market keyword memes next.
This is a deep review tweet (Thread) prepared for you, which outlines the entire process from frenzy to collapse. This is not only a review of the market, but also a textbook level analysis of the psychological changes of traders.
Text of tweet:
Review: From 'I stepped on the horse' to 'I didn't sell snow' - Binance's Two Saints' Psychological Retreat
In just 12 days, we witnessed a textbook level 'psychological game'. Behind the collapse of the K-line is the strategic script of CZ and He Yi's transition from "tacitly approving carnival" to "ruthless strangulation".
Combining Twitter monitoring with on chain data, let's uncover the psychological trajectory behind this.
1/Phase 1: Ignition and Approval (Jan 1- Jan 5) Keywords: Jianghu Qi, Relaxation
It all started with that rare profanity from He Yi. Jan 1: He Yi tweeted, "In 2026, I set foot in Malaysia
Psychoanalysis: This phrase 'stepping on a horse' breaks the sense of distance among executives and is interpreted by the community as a charge. This is the source of the Meme craze, where the official took the initiative to release their emotions.
At the same time, CZ is showcasing his skiing vacation, creating an illusion of "the boss is in a good mood and the market is stable". At this moment, they are enjoying the crowd of traffic.
+1
2/Phase 2: Disgust and Preparation (Jan 6-Jan 8) Keywords: impatience, victim attribution
With the rise of 'Shandong Studies', the community began to become brainless and dependent, and their tone began to change.
Jan 6: CZ tweeted a warning: "If you make a profit, it's your own judgment; if you lose, it's someone else's ____. ”
Psychoanalysis: Extremely dangerous signals. He started building a 'disclaimer mentality' before the collapse, implying that retail investors should not blame him for losing money.
Jan 8: He Yi exploded and said, "What do you mean by everyone calling me 'mom'? ”
Psychoanalysis: Physiological disgust. She began to resent the "infantilization" and "begging culture" of the community.
3/Phase Three: Collapse and Mockery (Jan 9-10) Keywords: Coldness, Cutting
The K-line and the bearish candlestick hit, causing retail investors to howl in sorrow. At this moment, their response can be described as a 'murderous heart'.
Jan 10: Faced with accusations, CZ coldly responded, "I didn't sell snow. ♂️ Sometimes try to find your own reasons
Psychoanalysis: This is the coldest moment in the entire script. The 'snow' has nothing to do with him (assets have been reset to zero). He refused to take moral responsibility and even mocked the victims.
Jan 10: He Yibu said, "We don't know anything about Shandong studies in Sichuan... Everyone in Sichuan calls themselves Laozi
Psychoanalysis: Dimensionality Reduction Strike. She is not only not your 'mother', but also your 'Laozi' (Taoist Wuwei/Old Father). Completely negated the attachment relationship.
4/Stage 4: Cleaning and Upgrading (Jan 11 present) Keywords: enterprise level indifference, grand narrative
In order to thoroughly clear the suspicion of "shouting orders", they quickly switched their persona.
He Yi turned to "Iron Blood HR" and said, "Binance is not suitable for elderly care... so he spoke up. ”
Intention: To use strict internal management to deter outsiders, demonstrate elitism, and discourage speculators.
CZ transforms into a 'Silicon Valley philosopher': begins to frequently discuss Bank of America's coin buying, AI generated videos, and energy issues.
+2
Intention: Enhance defense. By discussing macro and technology, one can appear distant from the 'dog circle' and cut off regulatory associations.
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