LightOfDawnFeige

💥 Fei Ge officially joins the 【Gate exchange square】!
Hello friends, everyone! I am Fei Ge!
Starting today, Brother Fei officially enters this strategic high ground of the crypto world, hoping to work with everyone to penetrate the market's fog and find certainty that transcends cycles!
The current market is experiencing an unprecedented divergence between "macro fear" and "underlying value explosion." The macro hawks are tightening their grip, but infrastructure such as RWA, AI, and ETH EIL is being built at lightning speed.
Our goal is simple: to stay clear-headed in chaos and to plan f

#美联储恢复降息节奏
📈 Market expectations have shifted dramatically! CME data shows that the probability of a rate cut in December exceeds 80%, with signs of a easing macro environment.
According to the latest data from CME's "FedWatch", market expectations for the December interest rate decision have risen to 82.9%.
Significant shift in expectations: The 82.9% high probability reflects a major shift in market expectations regarding the Federal Reserve's monetary policy. This indicates that after the increase in dovish voices within the Fed (such as Daly), traders have generally begun to pric

💥The first DOGE Spot ETF in the US is listed: net inflow is 0, only supports cash subscription and redemption mode.
On November 24, Eastern Time, the first DOGE single-token Spot ETF in U.S. history—Grayscale GDOG (code: GDOG)—officially listed on the New York Stock Exchange, attracting significant market attention.
📊First Day Performance (SoSoValue Data):
Net inflow: 0 (institutions have not yet entered the market, and the wait-and-see sentiment is obvious)
Trading volume: 1.41 million USD
Total net asset value: 1.71 million USD
💡 It is worth noting that GDOG uses a cash redemption model,

💥Dovish raid! San Francisco Fed President Daly calls for a rate cut in December, bearish on the job market!
The Wall Street Journal reported that Mary Daly, the President of the San Francisco Federal Reserve and a weighty figure within the Federal Reserve, publicly stated that she supports a rate cut next month (December)!
[Core Analysis and Logic Turnaround]
Rarely speaking out against Powell: Daly is a moderate within the Federal Reserve and seldom publicly opposes Powell. Her public statement marks the most intense outburst of dovish voices within the Federal Reserve.
Focus shifts to emplo

Analysis of the current situation of altcoins and sharing of potential zone opportunities on November 24:
Altcoin zone: Currently, altcoins are in an extremely contradictory period: short-term prices are dominated by macro fears, but long-term value and institutional channels are accelerating to explode. Macroeconomic pressure is reflected in the simultaneous delays of the NFP/CPI reports, forcing the Federal Reserve to "fly blind" when making decisions in December. At the same time, Fed Chair Powell is facing the most severe internal resistance and disagreements in his eight-year term, and th

🚀【ETH scarcity reaches an all-time high! The staking amount on the beacon chain has surpassed 35.79 million coins, with nearly 30% of the supply locked!】
💥 Core data shockingly released (Dune): The staking data of the Ethereum beacon chain continues to set records amid macro headwinds:
Total stake: Breakthrough of 35,794,076 ETH!
Locking ratio: Staked ETH accounts for nearly 28.84% of the total supply! ( This means that the circulating ETH in the market is rapidly decreasing, and scarcity is soaring! )
Confidence in the upgraded Shanghai: Since the Shanghai upgrade (withdrawals opened), the

📉【L2 leader Base encountered a short-term liquidity pullback last week! The TVL scale is huge, but it is hard to withstand the pressure from the macro "three mountains"!】
💥 Core Data Observation (L2BEAT):
Base TVL scale: Up to $12.25 billion! ( this confirms its market position as an L2 leader and the strong trust of Coinbase's endorsement. )
7-day decline: Reached -7.44%. (This shows that there has been a significant outflow of funds and a demand for safety in the past week.)
[Core Interpretation and Market Impact]
The concretization of macro fear: The decline in Base TVL is not an issu

🚀 [L2 Explosion! Linea Mainnet bridge ETH surpasses 1.22 million, Ethereum scaling accelerates!]
💥 Core data shocking release (Dune):
zkEVM giant Linea's Mainnet data welcomes explosive milestones:
Bridge transfer in ETH: Breakthrough of 1,222,464 pieces! ( This is a huge capital inflow, proving that institutions and users have a high level of trust in Linea. )
Number of interactive addresses: Over 428,000! ( The user base is large, demonstrating real user adoption and ecological vitality. )
Number of transactions: Over 1.31 million!
[Core Interpretation and Market Impact]
The victory of

November 21 Altcoin "Three Mountains" Suppression Analysis and Future Orientation:
Altcoin: Yesterday, I specifically emphasized to everyone that we must accept the bottoming period. Without a bottoming formation, any rebound will have limited height and duration. Such rebounds are often just tricks; after a one-night stand, emotions will only turn colder. The market has experienced a deep correction, especially with mainstream coins. Ethereum has dropped from 47 to 27 in a month and a half, almost halving; Bitcoin has fallen from 126K to now 82K, a decline of 35%. This deep correction often r

November 21 Bitcoin trend depth explanation and intraday analysis:
BTC: At 5 AM yesterday, Nvidia's earnings report was released positively, adding a bit of confidence for the market's rebound. The market then rebounded, reaching around 93K at its peak. In last night's video explanation, it was clearly stated that the 93 level is a pressure point for a short opportunity. During the evening US market hours, continuous volume selling began, and the recently focused support at the 87 line has already been broken. The daily candle from yesterday closed with a large bearish candle, brea

💥 Another vote for the hawkish camp! Fed's Bullard: I am "uneasy" about a rate cut in December!
Fed official Goolsbee expressed support for the hawkish camp within the Fed on Thursday, stating that he feels "uneasy" about the possibility of another rate cut at the December meeting!
[Core Logic of Concern]
Stagnation Risk of Inflation: Goolsbee pointed out that inflation's decline "seems to have stalled, and one could even say it has issued a warning of going in the wrong direction." This is the core reason for the hawkish stance against interest rate cuts.
Short-term caution outweighs