"Trading Star Tuesday" Issue 19 Space Summary: Insights into the Market, Tapping into New Opportunities

The 19th issue of "Trading Star Tuesday" SPACE, co-hosted by Techub News, Wind, Uweb, and Chain Intelligence, concluded on August 19, 2025, at 10:13 PM Hong Kong time. Host Qie Ge led a discussion filled with valuable insights in the crypto market with an easy and humorous style. Despite a sluggish market and fewer participants, this episode gathered Sherry, Chief User Experience Officer of BitMart; Faye, Chinese spokesperson for BitMart; Big Brother, Product Experience Officer of Binance and HTX DAO ambassador; A Shen, co-founder of RITD Lab; and Dr. Mei, the organizer of the "Coal Boss in the Crypto World" and founder of the "Coal Boss Crypto Private Council." The guest lineup includes traders, analysts, and blockchain researchers, providing the audience with diverse perspectives and depth.

Topic 1: Analysis of the current market situation

Dr. Mei Talks About the Market: Prioritize the Profit and Loss Ratio, Current Market Entry Timing is Good

Dr. Mei analyzed the current crypto market situation, pointing out that Bitcoin and Ethereum have experienced a pullback after reaching new highs (BTC reached 124,000 and ETH reached 4,788). Market sentiment has turned cold, and trading volume has shrunk. He believes that the market has recently seen intensified inflation concerns due to PPI data exceeding expectations, with almost zero probability of the Federal Reserve cutting rates by 50 basis points, leading to significant previous declines. Currently, ETH has dropped to around 4,200, approaching the lower end of the technical fluctuation, and the market's panic sentiment has basically been digested. Dr. Mei emphasized that investors need to pay attention to Fed Chair Powell's speech at the Jackson Hole annual meeting this week. If a dovish stance confirms a rate cut in September, BTC may rebound above 120,000, and ETH is expected to rise back to 4,500; if inflation risks are emphasized, the market may continue to fluctuate. Dr. Mei suggested that investment strategies should prioritize the risk-reward ratio rather than purely judging market conditions. Although ETH may further drop to 3,900, the downside is limited (about 400 points), while the upside potential after breaking previous highs is larger (up to 4,700 or higher). He believes that the current 4,300 level is an entry point with a high risk-reward ratio, suitable for investors with lower positions to enter. Dr. Mei warned that excessively waiting for lower points (like 3,900) may cause one to miss the opportunity for a bull market rise, as anchoring psychology will increase the difficulty of chasing higher prices. In a context where the certainty of a bull market is high, missing out on larger gains for small returns is not worthwhile; therefore, he suggests that investors seize the current point and lay out their positions decisively.

A God talks about Ethereum and Bitcoin: bearish in the short term, mainly volatile.

A God shared his views on Ethereum and Bitcoin. He pointed out that the current market is in a consolidation phase, with Ethereum at the 4,200-4,300 level, where 4,100 is the key contract liquidation point, and 3,900 below is the long liquidation point. There has been no significant drop in the short term. From on-chain data, when Ethereum was pushing towards 4,700, there was a large amount of profit-taking sell-off, and over the past 30 days, capital inflow has diverged from BTC's new high of 124,000, indicating that market sentiment has not kept up with the price rise. The fear and greed index also shows a small-level top divergence, reflecting a trend towards rationality in the market. Therefore, A God is bearish in the short term, expecting Ethereum to possibly pull back to 4,000 with limited magnitude. Given the market's expectation of a 25 basis point rate cut by the Federal Reserve on September 18, A God believes that the market will mainly consolidate over the next 11 days, with upward momentum possibly resuming after September 1. He emphasized the importance of monitoring on-chain data and sentiment indicators, suggesting that investors operate cautiously and wait for the market to clarify its direction.

Faye talks about the market: Combining macro and technical analysis, short-term fluctuations and corrections are controllable.

BitMart spokesperson Faye pointed out that the market recently experienced a brief rise due to CPI data being slightly lower than expected, confirming the expectation of a rate cut in September. However, the PPI data far exceeded expectations, intensifying inflation concerns, which led to a calm market correction. PPI reflects rising costs for businesses, and combined with the uncertainty of Trump's tariff policy, the market decline is a normal reaction. In the short term, she advised paying attention to the PCE core inflation data on August 29 and Powell's speech at the Jackson Hole annual meeting this Friday, expecting his dovish tone to downplay expectations for a 50 basis point rate cut in September. On the technical side, Bitcoin's weekly chart shows a long upper shadow, indicating short-term fluctuations are the main trend, with support levels at 99,000 (historical trend line) and 93,000 (Fibonacci 0.618). A correction that does not break these levels is considered normal. The daily RSI and MACD show a death cross, with 113,000 as short-term support, suitable for short bullish operations. Regarding Ethereum, the trend line has been broken, and considering the bearish K-line state of BitMart's largest coin-holding company Bitmain, the correction space may be larger than that of Bitcoin, with 3,900 as the key support, which can be attempted for orders. She suggested that investors combine macro data with technical indicators to seize opportunities during the fluctuating period.

Sherry talks about the market: The pullback is a healthy adjustment, rationally grasping long-term opportunities.

Sherry, the Chief User Experience Officer of BitMart, shared her views on the recent market trends. She believes that experiencing a wave of correction is a healthy adjustment rhythm, as the previous rapid rise accumulated bubbles. The correction helps cool the market and squeeze out short-term speculative bubbles. Against the backdrop of macroeconomic uncertainty and changes in regulatory policies, market volatility is a normal phenomenon. In the short term, she advises investors to remain rational and avoid being driven by panic emotions, and not to act blindly due to slight declines. From a long-term perspective, the correction provides investors with an opportunity to examine the fundamentals of projects and accumulate positions. She emphasized that the overall market trend remains positive, and investors should focus on fundamental analysis to seize the layout opportunities brought by the correction. Sherry's views echo the analyses of other guests, reminding everyone to stay calm amidst volatility, make rational judgments, and grasp long-term investment value.

Big Brother talks about the market: The pullback is in place, and bold layout in the bull market is key.

Big Brother analyzes the market from the perspective of a real trader, believing that the current pullback is nearing its end and that Bitcoin and Ethereum are about to rebound. He has opened a long position in Bitcoin this afternoon because its volatility is more stable than that of Ethereum, which often experiences significant spikes (1-1.5%), leading to floating losses. He observes that retail investor sentiment is low in this bull market, as altcoins have not followed suit in rising, and during pullbacks, they drop even more (1.5-3 times that of Ethereum), resulting in widespread losses among retail investors. Combining the recent surge in OKB and OKT after their merger, he emphasizes that market opportunities are fleeting and require quick digestion of information and bold actions. In a bull market, the bold are more likely to profit, while cautious 'old hands' often miss out or face liquidation. He advises investors to embrace a mindset for wealth accumulation, establish a personal trading system, focus on capital management, and patiently wait for certain opportunities, daring to take large positions. Currently, he is optimistic about the upside potential of Bitcoin and Ethereum, encouraging decisive entry during pullbacks to seize bull market benefits.

Host Qie Ge summarized: Patiently respond to the market, focus on new opportunities.

Host Qia Ge summarized and quoted Livermore's famous saying, emphasizing that excellent speculators need to patiently wait for market confirmation rather than blindly predict. He personally holds a "watching the show" attitude and will not enter the market for now. If the market rises, he will continue to hold spot; if it falls, he will open a short position through B round to earn coins, firmly believing that the bull market has not ended. He shared the Turtle Trading Method philosophy, advocating that trading should focus on responding rather than predicting, maintaining good conditions for flexible operations. Qia Ge observed that Bitcoin is highly correlated with the Nasdaq, but the pre-market prices of US stocks are stable. The Nasdaq has risen from 16,000 to nearly 24,000, and a pullback is normal. Current positive factors (such as stablecoin legislation, Bitcoin strategic reserves, and institutional trends) have basically been digested, and there are no new catalysts in the short term. He mentioned that the concept of altcoins is outdated and suggested paying attention to opportunities in emerging sectors like DeFi, encouraging guests to share their favorable directions later. Qia Ge emphasized the relaxed atmosphere of the program, reminding listeners to remain rational. At the end of the program, a lottery will be held, urging delayed gratification and patience for more exciting discussions.

Topic 2: Promising Sectors and Tracks

A Shen is optimistic about RWA and ARB: a gradually emerging potential track.

A is particularly optimistic about the Real-World Asset (RWA) track. He believes that the tokenization of RWA is a future trend, but development needs to be gradual, constrained by the blockchain trilemma (high performance, decentralization, security), making it difficult to rapidly bring hundreds of billions or even trillions of assets on-chain in the short term. It is necessary to first improve the infrastructure, such as stablecoins. A points out that the current RWA market is in its early stages, with institutions starting to accumulate positions at 1,400-2,800 points and then pushing prices up, similar to the "shouting order" phase, where market bubbles are beginning to show, but the potential is enormous. In addition, he is paying attention to the altcoin ARB (Arbitrum), as it has a golden cross in the daily moving averages, showing a bullish trend and indicating short-term trading opportunities. A advises investors to focus on the long-term potential of RWA while cautiously seizing the short-term market of altcoins like ARB, waiting for infrastructure to mature and the market to be further validated.

Sherry is optimistic about AI and RWA: a new opportunity for the integration of crypto and traditional finance.

Sherry, the Chief User Experience Officer of BitMart, emphasized the combination of AI and encryption as well as the RWA track. She believes that the AI track has huge potential, as AI requires massive computing power, and Blockchain can build a globally open market through distributed computing power, giving rise to applications such as AI-driven trading robots, decentralized knowledge markets, and on-chain identity agents, expanding the application of Blockchain from finance to broader fields. BitMart is also developing AI-related tools, such as chatbots, showing its layout in this track. Sherry is also optimistic about RWA, emphasizing that it enhances liquidity by tokenizing traditional assets such as government bonds, real estate, and fund shares on-chain, allowing crypto users easier access to traditional assets, becoming an important bridge connecting crypto and traditional finance. She believes that both AI and RWA have long-term potential and will drive innovation and integration in the Blockchain ecosystem.

Big Brother is optimistic about DeFi and lending: seize the opportunity of new coins in a bull market and patiently wait for certainty.

Big Brother highly recommends DeFi and lending tracks. He believes that during a bull market, DeFi and lending projects always produce excellent coins, such as Uniswap, Sushi, CRV, etc. The case of CRV rising from $0.18 to over $1 proves its potential. Recently, he studied LISTA, the largest lending project on the BNB chain, and believes that new coins have the opportunity to get rich in the DeFi track, especially "buying new and not old." He suggests asset allocation of 50% in Bitcoin, 20% in mainstream coins, and 30% for swing trading or leverage operations to seize opportunities in popular new coins. Big Brother emphasizes that making money in a bull market requires patience to wait for certain opportunities, such as bottom-fishing during market panic, which is often seen as a "money-picking" moment in a bull market. He advises against chasing tail-end trends due to high risks and low returns; investors should overcome greed and seek high certainty, low-risk opportunities, steadily dollar-cost averaging Bitcoin or seizing the explosion point of new coins, combining patience and courage to achieve wealth growth.

Dr. Mei is optimistic about ETH-based, old coins, and Tron: driven by financial reserves and consensus potential.

Dr. Mei (the coal boss) focuses on ETH series, old coins, and TRON (TRX). He believes that the Ethereum ecosystem is strengthened by the treasury mechanism, showing a strong overall trend. Recommended targets include Aave, ENA, Lido, Chainlink, and Uniswap, reflecting confidence in DeFi and infrastructure projects. The second segment is old coins, such as Dogecoin (DOGE), which is favored due to its high recognition among the American public (second only to Bitcoin), expectations for ETF approval, and treasury potential; Solana (SOL) is also seen as having investment value due to ETF expectations. The third focus is on TRON (TRX), which has a healthy K-line trend, and its reverse merger listing and Sun Yuchen's social attributes (his relationship with Trump) enhance its potential as a treasury coin. Dr. Mei proposes the "sentiment arbitrage" theory, believing that past controversies surrounding Sun Yuchen have led to TRON being undervalued, but its steady rise and Sun's strategic shift (from exploiting investors to pursuing politics and reputation) make it worth attention. Additionally, he mentions old coins such as BCH, LTC, XRP, and sectors like RWA and stablecoins, but with slightly weaker consensus. Dr. Mei emphasizes that the above are merely personal views and not investment advice, suggesting investors pay attention to treasury trends and market consensus.

Faye is optimistic about Dogecoin, RWA, and platform coins: balancing discipline and mindset.

BitMart's Chinese spokesperson Faye shared her insights on the favored sectors and trading experiences. She first affirmed Dogecoin (DOGE), sharing her experience of going long on DOGE during Trump's inauguration last November, which yielded a 6x return, viewing it as a "lucky coin" and recognizing its high consensus and potential. At the same time, she is optimistic about the RWA sector, mentioning a recent offline event in Shanghai where she observed Web2 individuals (like Gao Xiaosong) entering Web3, exploring music and other RWA applications, indicating that the "altcoin season" may accelerate in a bull market. She recommends the BitMart platform token BMX, as it is highly bound to the platform's growth. Recently, BitMart has showcased its potential by optimizing through AI tools (such as X Inside Beacon, Copy Trading 2.0, and Huolian Protection Features). The price of BMX is low and has explosive potential. Regarding trading mentality, Faye emphasized the importance of discipline in execution (such as opening positions, stop-loss, and take-profit). While dollar-cost averaging Bitcoin is simple, it requires self-discipline and is easily influenced by external information. She advises traders to avoid emotional trading, appropriately diversify their attention, and maintain their original intention to prevent deviating from trading discipline, thereby steadily seizing opportunities in a bull market.

Topic 3: Future Upward Momentum

Big Brother: Trump's Policies Drive

Big Brother believes that the upward momentum mainly comes from Trump's policy push, particularly mentioning the popularity of crypto funds such as World Liberty Financial (WLFI) and USDY. He is confident that Trump will drive Bitcoin to new highs through policy innovation, and investors need not worry, just follow the favorable policy operations.

Sherry: Macroeconomic Environment and New Trends

Sherry emphasizes that the improvement of the macro environment is the core driving force for the rise, including interest rate cuts, increased global liquidity, and the funds and confidence brought by traditional institutions entering the market. She is optimistic about the implementation of RWA and AI sectors, believing they are key to the next round of growth, and suggests maintaining optimism while focusing on risk management.

Dr. Mei: Supply and Demand and Compliance Channels

Dr. Mei analyzes from the perspective of supply and demand, pointing out that interest rate cuts and monetary easing will lead to funds flowing into risk assets, which will subsequently flow into Bitcoin; stablecoin legislation, ETFs, and other compliant channels inject funds into the market and enhance educational effects; under the dominance of the U.S. stock paradigm, the four-year cycle effect weakens, the magnitude of single withdrawals decreases, and this is beneficial for Bitcoin in the long run. He predicts that Bitcoin will reach one million dollars within ten years, and the inflation rate is already lower than that of gold and the U.S. dollar.

Faye: Institutions and policies support

Xiaofei believes that the 401K plan promoted by Trump (BlackRock's asset allocation of $12.5 trillion into the crypto market), expectations of interest rate cuts, and the change of the Federal Reserve chairman in 2026 are the driving forces for the rise. Trump's huge profits in the crypto field demonstrate the positive impact of his policies on market liquidity and market capitalization.

A God: Policy and Institutional Leadership

A God pointed out that the impact of the basis point cut on September 25 is limited, and the real upward momentum comes from the nationwide policies in the U.S. promoting Blockchain, such as the implementation of stablecoins and RWA. Institutions hold BTC and ETH as strategic reserves, similar to U.S. tech stocks, and the market value of Bitcoin is expected to break through 4 trillion dollars, with the magnitude of single retracement reduced due to compliance.

Qie Ge's summary: multiple benefits and discipline

Qie Ge summarizes Trump’s policies (such as 401K and stablecoin legislation), the combination of AI and Blockchain as driving forces for the rise, and quotes Soros to remind retail investors to see through the illusions and exit at the right time. He thanks BitMart for sponsoring the surrounding lottery, promotes Bitcoin Asia 2025 (Eric Trump’s speech), and encourages downloading the Techhub News APP to participate in the event.

The guests unanimously believe that the current pullback is a healthy adjustment, with short-term fluctuations as the main focus, while the long-term bullish trend remains unchanged. BTC support levels are between 99,000-93,000, and ETH support levels are between 3,900-4,000. It is recommended to seize high risk-reward ratio points. Promising sectors include RWA (institutional layout, liquidity enhancement), AI (combination of computing power and applications), DeFi (new coin opportunities), ETH-related and old coins (such as DOGE, TRX, etc.). The upward momentum comes from Trump's policies, interest rate cuts, institutional entry, and the emergence of new sectors, making the market more stable under the paradigm of the US stock market. Investors need to maintain discipline and patience, pay attention to policies and on-chain data, and seize the "money-making" opportunities in the bull market.

Note: All guest shares in this program are for learning and communication purposes only and do not constitute investment advice.