The crypto assets trading mindset of Coin Grandpa:
Based on "Coin Grandpa"'s daily records from November 2022 to August 2025, his trading mindset reflects a deep experience of bull and bear cycles, emphasizing contrarian operations, position management, and long-term value orientation. He views the crypto market as a high-volatility opportunity space but remains constantly aware of human weaknesses and risks, pursuing steady returns that transcend cycles. The following organizes his detailed thinking approach according to a logical framework, including market cognition, emotional management, s

Market Analysis on August 24, 2025

Market Analysis on August 23, 2025
So amazing, it was still fluctuating in the 4200 USD range yesterday, and today it has refreshed its historical high. The price of Ethereum reached a maximum of 4887 USD, fulfilling the last promise. As a project with a market capitalization of 500 billion USD, it surged 20% in just a few hours, which is shocking. The direct reason for the surge is that yesterday, during his public speech at Jackson Hole, Old Powell made dovish remarks for the first time, stating that the downside risks to the current U.S. economy are rising and that it is necessary to change

The project positioning of Sign is "Web3 Verifiable Credential Standard Layer", a cross-chain verifiable statement (Attestation) protocol aimed at solving cross-chain identification and credential interoperability issues, belonging to the Web3 infrastructure protocol. Through Surf, one can see the general technical framework of Sign, which contains quite a lot of hardcore content; those interested can explore it further on their own. However, the biggest problem with infrastructure projects is the lack of revenue sources in the early stages, and it seems that Sign has already addressed this ch

Market Analysis on August 22, 2025
The most concerning event right now is the Jackson Hole annual meeting at 10 PM tonight. Since this is the meeting closest to the interest rate cut in September, there is a high probability that remarks concerning the next rate cut will be made. According to the current market consensus, a 25 basis point rate cut in September is highly likely. If Powell's speech tonight leans dovishly, the rate cut will basically be confirmed. In fact, Trump has already made enough efforts for this rate cut. I have pulled up the historical performance of the cryptocurrency ma

Market Analysis on August 21, 2025
Today I saw that the famous rapper Kanye also released a coin YZY, which peaked at a total market value of 3 billion USD shortly after its launch, and currently sits at 1 billion USD, but the circulating market value should be quite low. To be honest, I really want to curse. Just when the market is doing a bit better, these people use their fame to make money. The previous round of NFT big shots are still fresh in my memory, like joy bears, this dog and that cat, and a few months ago, the Trump family released several coins, directly draining the liquidity fr

Let me ask you a question, who is currently the project with the largest TVL in the BSC ecosystem? Is it CAKE? Is it XVS? Perhaps surprisingly, the new rising star is Lista DAO. According to DeFillama's data, Lista DAO currently occupies the first place with a TVL of over 1.9 billion USD, surpassing the largest Dex and lending projects on BSC. What kind of project is Lista? Why is it able to stand out among many projects? Today, I will explain it to everyone.
Lista DAO is the largest liquidity staking and stablecoin protocol in the BSC ecosystem, similar to Maker DAO. The underlying asset is B

Market Analysis on August 20, 2025
The number of Ethereum queued for withdrawal from staking remains at 900,000 coins, which is the peak since Ethereum transitioned to PoS. This indicates that investor panic is still high; this panic is different from what is experienced during a downturn, as it is more about concerns over shrinking profits. On the other hand, several Ethereum micro-strategy companies continue to buy in, with the big player BNMR purchasing 370,000 coins in the past week, and SBET also buying 140,000 coins. This is a classic "mutual SB" moment, but the subjects have changed to

Market Analysis on August 18, 2025
In the past 24 hours, after failing to rebound, the cryptocurrency market has further declined, with Ethereum currently falling below $4300. If calculated from the peak, the maximum drop exceeds 10%, and the hourly candlestick chart is showing a pattern of fluctuating decline, which is perhaps the more concerning aspect. Generally speaking, such a one-sided downward trend often rebounds after finding a support point, and there is no need to worry too much about the hourly level. It is still quite close to what I described as a short-term fluctuation trend. Wh

Market Analysis on August 17, 2025
In the past two days of retracement and consolidation, there has been an interesting phenomenon. Last week, the price rose steadily, and when the ETH price broke through $4400, holders were very excited; conversely, in the past two days, when the price pulled back from $4788, investors appeared very frustrated. Why is it that the same price of $4400, with only a few days apart and no change in positions, causes spot investors to experience such a huge psychological shift due to a mere decrease in unrealized profits? In psychology, there is a professional term

Market Analysis on August 16, 2025
ETH's market is currently facing the biggest test since the recent major upward trend. The reason this test is significant is mainly due to the strong pressure from historical peaks. Even for a strong asset like BTC, breaking through historical peaks has historically required multiple tests, whether through repeated failed breakouts or sideways accumulation followed by a strong bullish candle breaking through directly. It seems that the pressure on Ethereum makes the probability of a strong and direct breakout in the short term relatively low. If it cannot re

Market Analysis on August 15, 2025
Last night, the market experienced a brief sharp decline, and at the same time, the contract market saw a large number of liquidations. Although this drop was not the largest retracement since the launch of Ethereum, the liquidation volume was the largest. Therefore, it's necessary to analyze it thoroughly. In terms of price, Ethereum's maximum drop was 7%, with a lowest point of 4450 USD, which means that highly leveraged long positions were directly wiped out. In fact, according to surf's contract liquidation data, the liquidation amount in the past 24 hour

Market Analysis on August 14, 2025
Speaking of Ethereum, the surge in price is too fast; I thought it would reach a new historical high.

August 13, 2025
It's so crazy. When I expressed some concerns yesterday about Ethereum's recent rapid rise, it continued to break through the high-level consolidation zone in the early morning, with an increase of about 7% over 20 hours. From the perspective of major players, the bears with over 20 times leverage have already fallen, and this has turned into fuel for the bulls. Last night's sharp rise was mainly due to a significant piece of news from BMNR. On August 12, BMNR submitted a filing to the SEC, expanding its stock issuance plan from $4.5 billion to $24.5 billion, with an additional

August 12, 2025
When Bitcoin continues to be constrained by the $120,000 resistance, Ethereum seems to have shown no signs of a pullback, instead fluctuating in the high range of $4200-$4350. Generally speaking, whether it's due to a significant recent increase or a pullback after Bitcoin's surge, from the perspective of the main players, Ethereum can also experience a pullback. Such a strong market is likely influenced by institutional buying. In other words, during the past few days when Ethereum broke through $4100, there must have been a large amount of profit-taking occurring, but due to