You can't deny that the Trump family has some real substance.

The second episode of the series "My Experiences and Lessons from This Cycle" is here. In this episode, we have invited two guests with significantly different styles and areas of focus in crypto investment: @market_beggar, who primarily focuses on cyclical investments, and @lly691954876, who emphasizes on-chain market opportunities.

Several warning signs of the current cryptocurrency and stock craze: 1. Major projects' large financing plans are announced but instead of rising, they fall. 2. Leading cryptocurrencies representing assets are experiencing continuous declines, and rebounds only lead to further losses for investors. 3. The focus of cryptocurrency speculation is gradually shifting towards mid- to low-cap assets (recent strategies for SOL, BNB, ENA), with noticeable capital diversion and a seesaw effect, and the performance of mid- to low-cap assets is also relatively weak, with daily charts filled with numerous warning signals, including the bloodsucking of stocks like OPEN. 4. The hype project in this round of cryptocurrency and stocks, Metaplanet, is showing a downward trend. 5. The number of "scissors" (shell companies) buying shells and selling stocks is still increasing, with the growth rate of these "scissors" outpacing the endurance of foolish money in the secondary market of U.S. stocks. Cryptocurrency stocks are highly dependent on FOMO (fear of missing out) sentiment. Once this sentiment is damaged and interrupted, a round of stagnation occurs, cooling down, and the pullback can be quite severe. If ETH also starts to decline at this time, it will further amplify the reversal of the flywheel.

Mint Ventures has sorted out the main players of tokenized U.S. stocks and their product solutions, and listed potential investment targets under the concept. The author of this article is @lawrence_leeee

Mint Ventures has sorted out the main players of tokenized U.S. stocks and their product solutions, and listed potential investment targets under the concept. The author of this article is @lawrence_leeee

Topics discussed in this episode include: 1. Ethereum's current problems 2. What are the consensus and non-consensus of the Ethereum core team and community for these issues? 3. What are the reasons to be bullish on Ethereum? 4. What events and data will make you increase your ETH position?

The new podcast has been updated, and the theme of this episode is: "Ethereum Revisited: What Are the Reasons to Be Bullish on ETH Now?" This episode features the founder of Ethstorage, a @qc_qizhou who is very familiar with the Ethereum ecosystem, and our researcher @lawrence_leeee

The new podcast "Deep Talk about Stablecoins, Is Stablecoin Still a Blue Ocean?" In this issue, we once again invited Mindao teacher @mindaoyang to talk about the new developments of the stablecoin track. The U.S. Senate's Genius bill just passed a debate motion last week and entered the formal revision process, while the Hong Kong Legislative Council recently officially passed the "Stablecoin Bill", and the major giants are already gearing up.

Genius, the stablecoin bill, has made progress, and many analysis posts have listed related stablecoin concept coins, such as Ethena, Sky, Liquity, Aave, etc. In fact, if Genius is formally enacted, none of the above items will meet the compliance requirements of the law, but will introduce Trafi institutions to compete and make the market more red. The Genius Act is actually negative for most decentralised stablecoin projects, not positive.

A new episode of Mint Ventures' podcast is online, and in this issue, we invite @market_beggar, who has previously shared on-chain data analysis with you, to talk about his growth as a full-time trader.