2025-12-19 02:10:14

#大户持仓动态 $ETH, $LINK, $GUA These assets have had some interesting movements recently.

Institutional strategies are indeed changing. The leader of Twenty One Capital has incorporated "short USD + long BTC" into their treasury management strategy—what does this reflect? Hedging risks while betting on the appreciation of crypto assets. At the same time, the Bank of Japan is worried about inflation, and the market is anticipating a potential rate hike. Traditional exchanges are still operating as usual.

Interestingly, a statement once made by Richard Teng is becoming increasingly insightful: CEXs and DEXs are not rivals but allies. Centralized exchanges have advantages in liquidity, compliance, and derivatives, while decentralized exchanges attract users with self-custody and transparent mechanisms. These two approaches are merging.

What’s your view on this trend? Will this integration reshape the trading ecosystem?

ETH3,92%

GUA-0,7%

BTC2,32%

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ChainProspector

· 2025-12-22 02:06

Shorting the dollar is really amazing, the institutions are serious about this. I've noticed the integration of CEX and DEX for a long time, it's an inevitable trend. GUA as an asset has indeed been interesting lately, need to keep following it. If the Central Bank of Japan is going to raise interest rates, this wave of market activity will have variables. But to be honest, the reshaping of the integrated ecosystem will depend on how subsequent policies are laid out. The Large Investors operate at a ridiculously fast pace, hard to keep up. The boundaries between TradFi and on-chain are becoming increasingly blurred.

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ImpermanentSage

· 2025-12-22 01:41

I understand the logic of shorting the dollar, but what we are really betting on is the confidence of institutions in encryption. The integration of CEX and DEX sounds nice, but I think competition is the norm; who has truly compromised? Twenty One Capital's move is fierce, directly treating BTC as a substitute for the dollar. The Bank of Japan's interest rate hike is a crucial variable that might stir the entire liquidity landscape.

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GasFeeCrybaby

· 2025-12-21 17:57

I am convinced by the logic of shorting the dollar, but can BTC withstand this expectation?

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RealYieldWizard

· 2025-12-19 02:36

Shorting the US dollar is a brilliant move; major institutions have finally woken up I've long seen through the integration of CEX and DEX; who still argues about opposition? Is the Bank of Japan really going to raise interest rates? Then BTC is about to take off Can ETH break 4k? That’s the real key GUA is an interesting asset; need to keep an eye on position changes The integration of ecosystems will indeed rewrite the rules of the game, but saying it will reshape everything might be an overstatement Institutions are stacking up, retail traders are flooding the chat, but in the end, who makes money still depends on luck

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AirdropHunter007

· 2025-12-19 02:20

Shorting the US dollar and going long on BTC, this guy really dares to do it --- CEX and DEX becoming comrades? Nice words, but actually driven by interests—everyone wants a piece of the cake --- Wait, how is LINK moving this time? Has anyone followed up? --- The Bank of Japan is going to raise interest rates? Will funds flow into the crypto market here? Seems like another opportunity --- What kind of integration? Honestly, just copying each other's homework --- Insightful? I think it's really a way to make money, haha --- This round of institutional moves is a bit aggressive. How can small investors keep up?

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CryptoSourGrape

· 2025-12-19 02:17

If I had known that Twenty One Capital played like this, I would have gone all in on BTC last year... Now I regret it to death. --- CEX and DEX comrades? Uh, I feel like we're still competing with each other, just talking nicely. --- Short USD and long BTC sounds so simple, why do I keep losing when I execute? --- The Bank of Japan raising interest rates, the institutions have already been watching this, and we're still sleepwalking as retail investors. --- Fusion, fusion, in the end, isn't it just the big players eating the meat while we drink the soup? This wave of ecosystem reshaping has nothing to do with me. --- Is the leader of Twenty One Capital really my dad? Why are his decisions so accurate... --- I wish I could also write into the treasury strategy, but my strategy is just always missing the boat.

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