Grayscale Holding & Allocation - Grayscale 持有其去中心化 AI 基金 33.53% 的份额为 TAO [1] - Grayscale 在 12 月中旬进行再平衡，可能维持其资产配置 [1] - TAO 在第四季度获得机构需求支撑，与子网健康状况无关 [1] TAO Emission & Halving - 12 月减半将每日 TAO 排放量从 14,400 减少到 7,200 [1] Subnet Performance - 子网总和指标处于数月低点 [1] - Subnet 100 刚刚注销，新的启动项目正在减少 [1] Compliance & Token Utility - 项目方需要具有流动性的 AI 代币以获得合规批准，而不是正常运行的协议 [1]

RT The Halving (@TheRealHalving)I put together this simple introduction to Core V30 and OP_RETURN for you to share with friends who think the Halving is a horror movie.Core V30 will expose every node to the risk of hosting illegal material and threatening the entire network.Please share far and wide! https://t.co/qpTKcjfwFI ...

💡 Key Takeaways🔹 Monitor $TAO halving mechanics + trust filing progress.🔹 Track agent–prediction integrations and on-chain usage.🔹 Watch liquidity in copytraded perps (momentum risk cuts both ways).🔹 Follow data/compliance pivots post-ASI moves.Stay informed, stay ahead:https://t.co/8uLkDk2Vw46/6 ...

Market Trends & Investment - Polymarket CEO Shayne Coplan becomes the world's youngest self-made billionaire after Intercontinental Exchange's $2 billion investment [1] - A Luxembourg sovereign fund became the first state-level fund in the Eurozone to invest in Bitcoin ETFs [1] Cryptocurrency Analysis - Arthur Hayes argues that monetary tightening, not the halving, is the true cause of Bitcoin bear markets [1] Media & Sponsorship - @JennSanasie hosts "CoinDesk Daily" [1] - @MidnightNtwrk and @Stablecoin are sponsors of the CoinDesk media network [1]

Core Insights - Bitcoin has experienced significant price appreciation since its inception, with an initial trading price of $0.003 in March 2010, now trading at approximately $125,000, resulting in a potential value of $416.7 billion for a $10,000 investment made at that time [1] - A $10,000 investment in Bitcoin made a decade ago would now be worth $5.08 million, indicating substantial past investment opportunities [2] Catalysts for Price Increase - Bitcoin operates on a proof-of-work (PoW) consensus mechanism, requiring miners to solve cryptographic puzzles to validate transactions, which has evolved from simpler mining methods to the use of specialized ASIC chips [4] - The halving event, which occurs every four years, reduces mining rewards by half, with the most recent halving in 2024 and the next expected in 2028, contributing to the increasing difficulty and cost of mining Bitcoin [5] - With a maximum supply of 21 million tokens, of which 19.9 million have been mined, the scarcity of Bitcoin enhances its value proposition, likening it to precious metals [6] - Bitcoin is often referred to as "digital gold" and is viewed as a hedge against inflation, which has led to the approval of spot price exchange-traded funds (ETFs) by the SEC, facilitating easier access for investors [7] - Major tech companies are accumulating Bitcoin as an alternative to cash, and countries like El Salvador are adopting it as legal tender, while the U.S. has established a Strategic Bitcoin Reserve, all of which could contribute to upward price momentum [8]

Market Trends - The cryptocurrency industry observes Bitcoin is in its most parabolic phase in post-halving years [1]

October is called UPTOBER for a reason.This is highly bullish in post-halving years.Position yourself before Q4. https://t.co/T2Rcz8FlwN ...

Bitcoin Cycle Analysis - Bitcoin 减半到周期高点平均为 480 天 [1] - 截至 10 月份，本轮周期已持续 550 天 [1] - 截至 11 月份，本轮周期已持续 580 天 [1] Market Outlook - 行业分析表明，本轮 Bitcoin 周期可能接近尾声 [1]

Halvings historically boost #BTC price. Do you believe history will repeat again in 2028? 🤔 ...

Market Analysis & Predictions - Bitcoin is in a healthy uptrend, supported by a previous resistance-turned-support level on the daily chart [1] - A cup-and-handle pattern suggests potential further upward movement, targeting a previous high around the 0.080618 level [1] - The analyst uses New Moon and Full Moon cycles as a "mystical" indicator, noting past correlations with market movements and suggesting watching for potential highs around the next New Moon in 10 days [1] - Historical patterns of Bitcoin halving events suggest a potential peak around 520-540 days after the most recent halving in April 2024 [1] - The analyst expresses a neutral stance, viewing market volatility as an opportunity and suggesting potential shorting opportunities if Bitcoin reaches certain levels and exhibits specific price action [1][2] Trading Strategies & Risk Management - The analyst advises against blindly placing limit orders, instead recommending waiting for a breakout and pullback before entering a short position with a stop-loss above the high [2] - For Ethereum, the analyst suggests that if Bitcoin rallies, Ethereum is likely to follow, targeting a specific level; if both reach potential highs, any pullback could be a shorting opportunity [2] - The analyst mentions Bybit and Binance exchanges, highlighting potential fee discounts for users [2] Contrarian View & Long-Term Belief - The analyst acknowledges the "eternal bull market" narrative but cautions against complacency, emphasizing the importance of profiting from potential downturns [1] - The analyst believes Bitcoin will eventually reach $1 million USD, but is more concerned with how to profit during potential pullbacks [1]