QUANTUM & CRYPTO?! by Alpha co

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加密货币直播主持人复盘近期市场暴跌后的反弹行情,BTC重回8.2万美元、ETH约2500美元,认为短期无需恐慌但需警惕持续轮动。 - 市场在直播后不久出现剧烈下跌,但主要资产已快速反弹:BTC重回82,000美元上方,ETH维持在2,500美元左右,ZECASH涨4%。 - 他认为量子计算等长期担忧值得关注,但短期内没有需要恐慌的迹象,整体走势尚可。 - 资金呈明显轮动特征:Donkey Coin、White Whale、Grok AI等代币突然拉升,而AI(Artificial)从2.5亿美元市值跌至不足9,000万,CashCats跌至1.09亿。 - Robinhood宣布计划推出代币化ETF,被视为对加密生态的重大利好消息。 - 过去24小时发生Ledger漏洞事件,约8,600万美元资金受影响,主要针对南亚市场用户,提醒市场升温时注意安全。 - 24小时内加密多头清算超过10亿美元;早期BTC矿工和巨鲸开始移动BTC,美国政府也将从BitFinex和Alameda没收的约47万枚BTC转入指定钱包。 - Citrini关于AI代理交易的文章带动Derived等代币拉升;Solana和Sui与Sam Altman合作处理USDC转账,属重大进展。 结论:短期反弹可期,但轮动剧烈、安全事件频发,建议保持关注仓位风险并等待监管与巨鲸动向进一步明朗。

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I ain't got it say man, marting in too much, I feel like my she came in, I got everything I want to put up made of payment, my dog, you know, for you DC, pull up spraying, we're on got it said it real, I'm really got it say man, I'm really got it say man. Let's get this going, if you guys just joining us, press that bottom right button, like comment, read tweet, all of that is appreciated, if you guys did have anything you just want us to check out, put in the comment section, if you did want to come up then speak, feel free to request, we'll bring you guys up. But there's been a lot kind of going on in the crypto space, it looks like there was a fucking insane dip that did happen over the last couple days, right after the space literally. But I mean it looks like everything is kind of bouncing right back up for anybody's been kind of paying attention, it looks like the math computations and the quantum flood that's been kind of coming out, still seems like a serious thing, but I mean, I don't know, well wait and see how it does kind of play out, but at least in the short term it does not seem like there is anything to kind of worry about. But yeah, overall everything is looking all right, we got BTC back above $82,000. ETH is sitting around $2,500, still doing decently well, ZCASH is up 4%, sliders up a percent. There's been a few all it's really up a form to, there was like a citrino article that did kind of come out with AI agentic sort of trading and how it's going to affect the future with banking and loans and being able to transfer money around. And like some of these odds did have like a crazy run. I think derived had like a crazy fucking green candle that did get printed on it, which is kind of nuts to see, but it looks like overall everything is looking decently well, it doesn't look like there's been significant downtrends except on some of these beams that I have seen, it looks like it's been strictly fucking rotations for anybody's been kind of watching people move from the next thing to the next thing. There was a little bit of a pump on some of these tokens, there's the donkey coin that did end up running up last night, literally out of nowhere, white whale ended up running up out of nowhere last night, which is kind of nuts to see. Even Grocophai had like a little bit of a green candle last night, which is, I don't know, it's kind of scary to see how like these rotations are kind of playing out. But overall everything was looking all right, we got pawns still holding decently well, 230mm market cap cashcats taken a bit of a hit, sitting at 109mm, but I mean still above 100mm market cap, so I think there's nothing to complain about. I think one of the biggest, one of the tokens that got hit the worst over the last few days has been AI or artificial, you know, currently sitting at just under 90mm market cap, I mean it's still fucking long flagship token, but it has taken a decent, sizable fucking hit from what it was at 250mm plus market cap. But it looks like overall it's still holding decently well, a lot of these Robinhood coins did take a little bit of a hit, but I mean I do think eventually they do kind of come back, so we wait and see. I mean Robinhood just did announce over the weekend or over the last 24 hours that they're trying to figure out a way to like launch tokenize these ETFs, which is huge, huge news for anybody who has been kind of looking into that eco, but I mean overall it is looking all right. Just on crypto news over the last 24 hours, it looks like there was a ledger exploit earlier today for anybody who's been kind of watching, it was like $86 million in funds, but it is like specifically towards people who are buying in this like South Asian sort of market, so something to kind of keep in mind, especially as the market does kind of heat up and all this stuff does start coming out, so I don't know, something to kind of keep in mind. We had a bunch of fucking crypto-long liquidations over the last 24 hours, it was above a billion dollars for anybody who's been kind of watching, but kind of discussing to see, there's also been early BTC miners and whales who have also been waking up and moving BTC around. The US government has also moved a sizable amount of BTC for that they did confiscate 470 fucking milk worth of BTC from BitFinex and Alameda to a named wallet, so we too wait and see how that does kind of play out, but still, I mean it's a wait and see game. The Citrini article we did mention it derived let ETH and a few others have had a green candle for anybody who's been kind of watching that. Fatalics article that did kind of come out two days ago about AI and lattices and all these different things. I'm in crypto and I didn't know what a single thing or shit or fuck about what he was saying, but I mean we can tap into that in just a bit. And then we had Solana and Sui becoming partners with Sam Asang for their USDC transfers, which is huge, huge news. It looks like crypto is just being more and more accepted by the day and it's literally going to be on every single Samsung phone, which is huge to kind of see. And then finally we got ETFs. We got BTC ETF doing around $244 million in Outflows just yesterday alone. And the ETF saw around $72 million in Outflows. So we wait and see how it does kind of play out, but overall things are looking decently well. But yeah, what's good, Jijihar, you doing it? Happy Friday. Yeah, it looks like the market got shaken out pretty deeply, but we are in recovery mode. And it looks like there's a lot of still continue quantum talk. There's quantum meme coin. So we'll get all into that and check out what's happening in terms of the black, the bad check numbers today. Gold is up to 4200 and it looks like silver's up to 61, 3%. Not bad. And oil is slightly down 91 and 103. And crypto volume crypto volume is down actually 31%. It's pretty big hit market cap up a percent and a half at 2.8 trillion and also green today, but overall in the week, they are pretty red. And today's winners, Adam. Start all up double digits and juke is holding up 19% on the week. So yeah, there's been a lot of retrace. It's pretty bloody if you look at the comments. Start net is actually another winner today. It is up 21% and 70% on the week. And that's on the goal of it being the first quantum resistant network. So it goes along with the matter right now and money printer. He's been super bullish on this on start net and it also got an and some show yesterday during his market bubble. In terms of other alts, people are looking at queries been really bullish on grass and it looks like he's super bullish on wormhole. So those might be interesting looks and mirad. Mirad saying a meme coin will flip BTC. I don't know if this is new or if he's just recycling content, but I do remember him saying something along the lines of this before, but in terms of stocks, they are green. But we are a neutral sentiment. We were trading a lot in greed, but we've kind of come down to neutral. So a little bit more calm pre midterm and trending. It looks like Moderna is up 12%. I think this is still on the vaccination news or the whole plague situation. And then peptide stocks, hymns is up 9%, but telecom has taken a hard dip. This is following space apps. They announced plans to turn star link into major US mobile carrier. Before it wasn't as deeply rooted in the US, it was like outside the US. So this really hit the mobile stocks pretty badly. And ASTS is down 12, T mobile down 12, AT&T down 9, Verizon down 9. So yeah, these, they were not prepared for that news. In terms of what's going on with memes, we got some manners today and month of last night. But QIs holding up really well, quantum in you. It's the first launch on Pew, QC, which is post quantum cryptography. And it's a launch pad. So it actually flipped the launch pad earlier today. So it hit like four, but now it's down to like about three. And I believe a launch pad, let's see. Yeah, launch pad is actually cooking as well. It's at two million. But we haven't seen a meme coin launch flip the launch pad so quickly before I don't remember the last time. So this might be one to watch. And insane pump on the pump thand thesis continues to get validated. But Tom went to 16 and yesterday, it's sitting now under 12 and Jean Phil. Another one went to 16 as well yesterday or was it this morning? I think it was like 12 o'clock or 1 o'clock my time. So whatever you consider that, but it is down to nine. Yeah, looks like the faucet's getting a little bit bigger or whoever's bossating it. Hopefully they keep on making it a giver. So and these were both like live on this space. We did baton on the launch live here. A lot of people bought in this space and Jean Phil, that was the bottom check. It was like at 1.3. But yeah, in a sea of losers, there's been a lot of pull back on these memes. So hasn't been great. Clause is one of them. It pulled back from like 20 and I guess everyone had already bought. So it's taken like, I think 70% hit from when it went to the lows. But it is recovering. They weren't allowed. They did something. They migrated or something and you weren't allowed to buy on FOMO or on pump. So I think they've gotten that all figured out. So we'll see if that recovers. I haven't checked the NFTs. So we can do that in a second. And then anything else interesting. Crawl keeps on crawling up. It's sitting over 5 million. That's been almost a week, I think it's been out. And Orbeo slightly creeping up again. It's back at 52. Zip when it's taking a massive hit. One of the early investor or buyers clipped out and hasn't really recovered since. And yeah. There's just a lot of retracing. But hotpot might be one to watch. They are doing a hackathon. So I know some people's eyes are on that. And then stark pairs for our stark net. Those pairs are live for mean coins. And I don't know. This is so bearish. But Robin had chain launching merch. Usually that's like a super bearish sign. But we'll see if they can overcome that curse. Yeah, that's today's bad check. A lot to catch up on. Also, paper trade is coming out tomorrow. And there's been a lot of strategies and people kind of talking about it. So probably something to kind of look forward to for those who are interested in the perps sort of game. I think deposits did go live yesterday. And they've already raised $25 fucking million, which is insane to even begin with. But I don't know. This is a little PTSD with just like trading perps on fucking 1010. It seems like with the goal of getting liquidated, it seems like a giant sigh up. But I mean, we'll wait and see how that does kind of play out. But I know there's a lot of people who are kind of excited about it. It looks like, I don't know, the meat of the trade is trying to get as many tokens as you can, sub to Mill. Before, there's been $2 million in liquidations, which I've seen a lot of people kind of congregate come together to do some sort of Dow and all these different things. We wait and see how that does kind of play out. But there's also that tomorrow. So wait and see. It's been a giant rotation game with me. I have been, I don't know. I've been looking at a few of them. I've been holding a bunch of them. And I've just been like, I don't know, it's been a giant rotation market where it's just like nobody stays in one place for fucking too long. And like usually these tokens that do end up bouncing right back up are the ones that nobody really, I don't know, nobody's gives two shits about. Let's just say like after I saw some of these, I don't know, tokens that did kind of bounce yesterday. I was just like, what the hell is really going on? Who the hell is buying these tokens and where the hell is this fucking liquidity coming from? But I guess that's the part of the market we're in right now. I think you don't give two shits if you're not in the coins. But if you are in the coins, then you probably do. But I don't know if you're talking about like the ton. No, the tons are good one. Yeah, but I was talking about. Typically, shelled by pump and they continue to shell it. Even on their ad, they use the pump and like avatar, which is kind of surprising. So I think that's why it's, I mean, the thesis always and they're going to send one of these maybe multiple. But yeah, so far, this thesis has been validated. No, 100%. Do you have an appetite for any of these Robinhood coins anymore, like brand new ones? Or is it just like, like, fucking puns hasn't had any runners long? Has it had any brand new runners? Like, in your just not interested in any of these right now? I still have bags in them, but they're free. I mean, like, I've taken multiple like serious profits on heavy profits on a lot of them. But the thing is, like, the reason I'm not selling the moon bags is because, yeah, it has a chance to come back. But let's, let's be real. They just had a huge convention or whatever seminar and they didn't like focus on the on the chain.

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