Crypto夏天

Fed Shakeup! Trump Personally Ends the Central Bank's “Independence” The biggest news early this morning: Kevin Walsh narrowly won with a 54:45 vote to become the 17th Chair of the Federal Reserve. This was the most divided vote in modern history—53 votes were all Republican, with only 1 Democrat defecting, basically Trump's political pick. Don't be fooled by Walsh's rhetoric! He talks about “shrinking the Fed's functions and defending independence,” but anyone with eyes can see the White House is literally holding a knife to the central bank's neck this time. He uses the “AI-driven productivity revolution” as a shield for rate cuts, claiming AI is a structural deflationary force, trying to emulate Greenspan in the 90s. But the reality is that US inflation just hit a three-year high, the Iran war has pushed oil prices sky-high, and there are already voices inside the Fed calling for rate hikes. Even more surreal, he wants to sell off MBS to sharply shrink the balance sheet, while Trump is having the two housing agencies buy $200 billion in MBS to suppress mortgage rates—it's a ridiculous tug of war. He also wants to cut the dot plot and implement “black box decision-making,” with JPMorgan directly warning this will trigger market volatility. Powell remains on the board until 2028, so the internal power struggles at the Fed will only get more intense. Do you think Walsh dares to cut rates hard despite inflation? How long will this impact on the crypto market last? Share your thoughts in the comments. $BTC #沃什Fed时代：降息门槛大幅提高 @OKX成长学院 @OKX星球 @OKX中文

The truth behind ZEC's 12x surge: It's not about privacy narrative at all, it's BTC miners collectively manipulating the market! I was shocked by ZEC today—going from $53 to a peak of $740 in 8 months, a 12-fold increase. Everyone was hyping the privacy narrative and big names backing it, but after digging deeper, it turns out this is a perfect scheme orchestrated by veteran Bitcoin miners! The strangest part is the historical pattern: ZEC's four major rallies have all precisely coincided with BTC's mid-term tops. At the end of 2017, early 2021, Q4 2021—each time ZEC peaked, BTC entered a bear market simultaneously. This current run is already the fourth time. Looking at hash rate and holdings, it's a clear tell: ZEC's top 5 mining pools control 89% of the hash rate, with 4 of them being veteran BTC top-ten mining pools. Foundry ramped up from zero to 27% hash rate in just one month, and Bitmain has outright monopolized all ZEC mining machine supply. Even more ruthless is DCG, whose Foundry mines, Grayscale holds, and ETF applications cover the entire mining-holding-selling chain. What I want to emphasize is, this isn't just crypto speculation—miners have turned ZEC into an exclusive ATM for the BTC cycle. Plus, ZEC's shielded pool is too buggy; all mined coins go straight in, with no on-chain trace of selling, so no one knows how they pump or dump. Now the daily uptrend line for ZEC has broken, and BTC is also grinding at a high level. Did any brothers chase ZEC this round? Do you think history will repeat itself? Share your positions and views in the comments. $ZEC #星球日报 #波动雷达：币种异动观察 @OKX成长学院 @OKX星球 @OKX中文

Bitcoin concept stocks are going crazy! Up 42% in a single month, crushing the broader market Family! In the past month, 10 core Bitcoin concept stocks have surged an average of 42%, while the S&P 500 only rose 8.7%, showing full elasticity! Applied Digital led the charge with a 69.8% spike, and even the lowest performer gained 22.7%. Behind this is all real money: spot buying has increased for two consecutive weeks, ETFs have attracted over 3.2 billion in capital, and companies have aggressively purchased 56,000 Bitcoins in one month. I've always believed that concept stocks act as high-leverage amplifiers for Bitcoin's market moves—they rise sharply but also fall hard, so never blindly chase the highs. How long do you think this correlated rally can last? Let's discuss in the comments $BTC #比特币ETF：摩根士丹利首月零流出

Morning Express: The final battle of regulation begins, the market votes early with its feet This morning BTC is at $79,310, down 1.45% in 24h, quickly recovering after breaking below 80,000 at dawn, with buy-side support far exceeding expectations. ETH is slightly down 0.71% at $2,258, SOL leads the mainstream coins down 3.39%, while DOGE bucks the trend, rising 2.43%, showing an independent movement. Today is definitely a day to be recorded in crypto history! The U.S. Senate Banking Committee will conduct the final review of the CLARITY Act, marking the endgame of a decade-long regulatory chaos. If the bill passes, BTC and ETH will be clearly defined as digital commodities, completely freeing them from SEC's high-pressure blockade, and the gate for trillion-dollar institutional funds will officially open. Interestingly, XRP has already moved ahead, with its ETF seeing a single-day inflow of $25.8 million, a new high for the year, clearly showing institutions are betting on regulatory clarity. On the other hand, Ledger has paused its IPO and Consensys has postponed to autumn, indicating Web3 companies are still waiting for the best listing window. Personal view: Today's bill outcome will directly determine the market's medium-term direction. If passed, 80,000 will be the new starting point; if not, a pullback to 75,000 is possible. But regardless of the result, the big trend of institutional entry is irreversible, as proven by Charles Schwab just opening spot trading to U.S. retail investors. What do you think, will the bill pass smoothly today? If it does, how high do you think BTC can surge this week? Share your thoughts in the comments! $BTC $ETH $SOL #星球日报 #波动雷达：币种异动观察 #CLARITY法案：309页草案公布 @OKX成长学院 @OKX星球 @OKX中文

Historic moment! Tokenized securities on the NYSE officially take effect, the blockchain era on Wall Street has truly arrived Just saw breaking news: On May 12, 2026, the SEC officially announced that the NYSE tokenized securities rules automatically take effect! This is not just hype in the crypto circle; Wall Street has genuinely integrated blockchain into the core infrastructure of mainstream trading, which is a completely different level of significance. Here’s what really hits me: This time, the SEC didn’t implement any "special regulations" or open parallel tracks; they directly integrated tokenized securities into the existing system. Tokenized stocks share the same code and the same CUSIP as traditional stocks, with identical rights to dividends, voting, and liquidation. Even T+1 settlement and trading fees remain unchanged; the only difference is that the settlement layer is now based on blockchain. The coverage is also aggressive: Russell 1000 component stocks plus mainstream ETFs basically cover over 90% of US stock trading volume. And this isn’t the first exchange to do so—Nasdaq was already approved in March. Now with both major exchanges pushing forward and DTC having a three-year pilot period, the progress is remarkably steady. I’ve always believed that true integration is never about one side disrupting the other, but about good technology being absorbed by the mainstream system. The NYSE’s move this time sets a global regulatory example and points out the clearest compliance path for on-chain assets’ future. What do you think? Which sectors will this wave drive first? In the long run, will tokenization become the standard for all securities? Share your thoughts in the comments $BTC $ETH $SOL #SEC双线监管：链上定义与预测市场 #在OKX交易美股：从英伟达到SpaceX @OKX成长学院 @OKX星球 @OKX中文

The 309-page US crypto regulatory bill causes a stir! Trump earns $1.4 billion, ethics clauses become a life-or-death hurdle Just saw breaking news: The US Senate Banking Committee overnight released the final 309-page draft of the CLARITY Act, with a vote scheduled for 10:30 AM tomorrow. This is the first complete federal-level crypto regulatory framework, directly setting the rules for the industry's future! Highlighting the key points that affect us most: Stablecoins can no longer earn bank-style interest passively, but transaction cashback and staking rewards remain; DeFi finally has a clear decentralization standard, with oracles and node operators explicitly excluded from being "controllers," so they no longer bear the blame; The SEC will have sole jurisdiction over securities-related auxiliary assets, eliminating the need to deal with two regulatory bodies simultaneously. What I find most frustrating is that the entire 309 pages contain not a single ethics restriction on officials profiting from crypto! Bloomberg estimates the Trump family has already earned at least $1.4 billion from WLFI and TRUMP tokens. The Democrats have openly stated they won’t vote for the bill without this clause, and 73% of voters support such restrictions. The White House originally aimed to sign it into law by July 4th, the 250th anniversary of the nation’s founding, but now it looks like it might get stuck here. Ultimately, regulatory implementation is inevitable, but the real drama lies in the battle of interests. Do you think this bill will pass? How much will the stablecoin interest ban affect you? Share your thoughts in the comments. $BTC #CLARITY法案：309页草案公布 @OKX成长学院 @OKX星球 @OKX中文

Has there been a "big traitor" in the Bitcoin circle recently? Don't rush to criticize; this might actually be the "survival instinct" of veteran miners! MARA Holdings: Selling coins to survive, pivoting to AI That's right, we're talking about Marathon Digital (now MARA Holdings). This former mining giant recently sold $1.5 billion worth of Bitcoin in one go, cashing out to transform into an AI data center. To many "hodlers" (holders), this feels like a "betrayal"—ignoring digital gold mining to dive into AI infrastructure? Why the "career change"? Actually, this reflects the helplessness of veteran miners. As Bitcoin mining becomes increasingly difficult and profits thin out, AI computing power demand is voraciously consuming electricity like a black hole. MARA holds substantial power resources; rather than stubbornly mining, it’s better to sell electricity to AI companies and earn steadier income. It's like a miner who's been running a coal mine for twenty years discovering a neighboring chip factory needs power and decisively converting his mine into a power plant. What does this mean for the market? MARA is neither the first nor the last. Riot Platforms and Hut 8 are also pivoting. This indicates a fundamental shift in miners' business models: from "relying on luck" mining to "providing infrastructure" services. This could become one of the biggest variables in the crypto market over the next few years. What do you think? Do you see MARA's pivot as a "wise move" or "losing the watermelon to pick up the sesame seeds"? If it were you, would you stubbornly stick to Bitcoin or embrace AI? Share your thoughts in the comments! $BTC #OKX星球话题来啦 #恐慌贪婪指数 @OKX成长学院 @OKX星球 @OKX中文 @AA｜链上交易员

The world's first DEX ETF is listed! Hyperliquid experiences a positive news sell-off ⚡️ Family, a new player has joined the crypto ETF race! The THYP ETF under 21Shares officially launched on the US stock market yesterday. This is the world's first exchange-traded fund tracking Hyperliquid, with a first-day trading volume of $1.8 million. Bloomberg analysts bluntly stated that this performance has already far exceeded the industry average. However, compared to previous hits, the difference is clear: XRP and SOL spot ETFs both saw first-day trading volumes exceeding $57 million, while THYP didn't even reach a fraction of that, indicating that traditional institutions remain cautious about the pure DEX track. The most ironic thing is that despite such positive news, the HYPE token price actually dropped 2.42%, falling from $41 in early trading to stabilize around $40. Simply put, the hype was overplayed in advance, and HYPE had already risen in the past few weeks, with funds waiting to cash out at the ETF listing milestone. From another perspective, the real significance of this listing is that the DEX track has been officially recognized by the traditional financial system for the first time. Now Bitwise, Grayscale, and others are lining up to apply for similar ultra-liquid ETFs, and more incremental funds will definitely enter later. But in the short term, after the HYPE positive news is fully priced in, it will likely enter a consolidation and shakeout phase. Chasing highs now carries high risk; it's better to wait for a pullback and stabilization before considering. Any brothers who previously positioned in HYPE and caught this wave of gains? Do you think the DEX ETF will become the next new institutional cluster track? 💬 Personal opinion, not investment advice $BTC #星球日报 #比特币ETF：摩根士丹利首月零流出 @OKX成长学院 @OKX星球 @OKX中文 @AA｜链上交易员

OKB is pulling back on low volume, gearing up! The undervalued leading platform token is preparing a big move Family, today OKB showed a typical low-volume pullback pattern, with the latest price at $85.2, down slightly 2.7% in 24 hours, and trading volume significantly shrunk compared to yesterday. On the daily chart, the price retraced to the MA20 moving average for support; $84.5 is a strong short-term support level, and only if it breaks below will it test the key structural level at $81.7. The first resistance above is at $88, and once it holds above that, it can challenge the $90 whole number level. Don’t be fooled by the current flat trend, OKB’s fundamentals are rock solid: total supply permanently capped at 21 million tokens, exactly the same as Bitcoin; the smart contract has long removed any minting function; 80% of the Gas fees on the X Layer public chain are automatically burned, maximizing its deflationary nature. Moreover, the X Layer ecosystem has been continuously gaining momentum recently, with RWA and DeFi projects launching intensively. As the sole Gas token, OKB’s real demand is steadily increasing. Honestly speaking, OKB is definitely one of the most resilient coins in the current market. Every time the market pulls back, it falls the least, and it never misses a rebound. This current low-volume pullback is digesting previous profits and building momentum for the next wave. In the short term, focus on the breakout signal at $88; once it holds above, the first target is $95. If it retraces to $84.5, that’s actually a good opportunity to buy on the dip. Any brothers already buying in batches around $85? Share your target price in your mind? Personal opinion, not investment advice $OKB #星球日报 #在OKX交易美股：从英伟达到SpaceX @OKX成长学院 @OKX星球 @OKX中文 @AA｜链上交易员

The $11.77 trillion giant is going crazy! Charles Schwab directly opens Bitcoin spot trading Folks, here’s another industry-changing big news! Charles Schwab, managing $11.77 trillion in client assets and holding 39.1 million brokerage accounts, officially opens spot crypto trading to its first batch of retail users today, allowing direct purchases of Bitcoin and Ethereum! Previously, people could only hold Bitcoin indirectly through Charles Schwab’s Bitcoin ETFs, but now direct spot trading is finally available. Custody is handled by Charles Schwab’s own bank, Paxos executes the trades, with a fee of 0.75 per thousand per transaction. This service is available across the U.S. except New York and Louisiana, and will gradually open to all eligible clients. Anyone with insight can see this is truly a nuclear-level influx of new capital. Morgan Stanley serves high-net-worth clients, MicroStrategy hoards coins themselves, but Charles Schwab holds the money of tens of millions of ordinary American investors. The scale of this entry will be larger than all previous institutions combined. Moreover, the giant’s willingness to enter also indirectly confirms that the direction of U.S. regulation has become completely clear. Do you think Charles Schwab’s entry can push BTC past $85,000? $BTC #星球日报 #华尔街第五巨头：嘉信将开放加密现货交易服务 @OKX成长学院 @OKX星球 @OKX中文 @AA｜链上交易员