Hosted by Techub News, Wind, Uweb, and Chain Intelligence, the nineteenth episode of "Trading Star Tuesday" SPACE concluded at 10:13 PM Hong Kong time on August 19, 2025. Host Qie Ge led a rich discussion on the cryptocurrency market with a light-hearted and humorous style. Despite a sluggish market and fewer participants, this episode brought together Sherry, Chief User Experience Officer of BitMart; Faye, BitMart's Chinese spokesperson; Big Brother, Product Experience Officer of Binance and HTX DAO ambassador; A Shen, co-founder of RITD Lab; and Dr. Mei, founder of the "Coal Boss Private Board Meeting" in the crypto circle. The guest lineup included traders, analysts, and blockchain researchers, providing diverse perspectives and deep insights for the audience.
### Topic 1: Current Market Analysis
Dr. Mei on Market Trends: Prioritize Risk-Reward Ratio, Current Market Entry Timing is Good
Dr. Mei analyzed the current cryptocurrency market, noting that Bitcoin and Ethereum experienced a pullback after reaching new highs (BTC at 124,000, ETH at 4,788). Market sentiment has turned cold, and trading volume has shrunk. He believes that recent inflation concerns have intensified due to PPI data exceeding expectations, making the probability of a 50 basis point rate cut by the Federal Reserve almost zero, leading to a significant drop. Currently, ETH has fallen to around 4,200, close to the lower end of technical fluctuations, and market panic has largely been digested. Dr. Mei emphasized that investors should 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 could rise 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 market judgment. Although ETH may further drop to 3,900, the downside is limited (about 400 points), while the upside potential after breaking previous highs is greater (up to 4,700 or higher). He believes that the current level of 4,300 is a good entry point for investors with lower positions. Dr. Mei warned that excessively waiting for lower points (like 3,900) may cause investors to miss out on bull market opportunities, as anchoring psychology increases the difficulty of chasing higher prices. In a context where the bull market is highly certain, missing out on larger gains for the sake of small returns is not worthwhile, so he advises investors to seize the current level and act decisively.
A Shen on Ethereum and Bitcoin: Bearish in the Short Term, Mainly Fluctuating
A Shen shared his views on Ethereum and Bitcoin. He pointed out that the current market is in a fluctuating phase, with Ethereum at 4,200-4,300, where 4,100 is a key contract liquidation point, and 3,900 is the liquidation point for bulls. He does not foresee a significant drop in the short term. From on-chain data, a large amount of profit-taking selling occurred when Ethereum approached 4,700, and the capital inflow over the past 30 days diverged from BTC's price trend of reaching 124,000, indicating that market sentiment has not kept pace with price increases. The fear and greed index also shows a small-scale top divergence, reflecting a more rational market. Therefore, A Shen is bearish in the short term, expecting Ethereum to pull back to around 4,000, with limited amplitude. Given the market's expectation of a 25 basis point rate cut by the Fed on September 18, A Shen believes the market will mainly fluctuate in the next 11 days, with upward momentum potentially resuming after September 1. He emphasized the importance of monitoring on-chain data and sentiment indicators, advising investors to operate cautiously and wait for the market to clarify its direction.
Faye on Market Trends: Combining Macro and Technical Analysis, Short-Term Fluctuations are Manageable
BitMart's Chinese spokesperson Faye pointed out that the market recently experienced a brief rise due to CPI data being slightly below expectations, confirming the expectation of a rate cut in September. However, PPI data far exceeded expectations, intensifying inflation concerns and leading to a calm market pullback. PPI reflects rising costs for businesses, and combined with the uncertainty of Trump's tariff policies, the market's decline is a normal reaction. In the short term, she suggests paying attention to the PCE core inflation data on August 29 and Powell's speech at the Jackson Hole meeting this Friday, expecting his dovish tone to downplay the expectation of a 50 basis point rate cut in September. From a technical perspective, Bitcoin's weekly chart shows a long upper shadow, indicating that short-term fluctuations are the main trend, with support levels at 99,000 (historical trend line) and 93,000 (Fibonacci 0.618). A drop below these levels would be a normal pullback, with daily RSI and MACD showing a death cross, and 113,000 serving as short-term support, suitable for short-term long positions. Regarding Ethereum, the trend line has been broken, and combined with the bearish K-line state of BitMart's largest token-holding company Bitmain, the pullback space may be larger than Bitcoin's, with 3,900 as a key support level where orders can be attempted. She advises investors to combine macro data with technical indicators to seize opportunities during the fluctuation period.
Sherry on Market Trends: Pullbacks are Healthy Adjustments, Rationally Seize Long-Term Opportunities
Sherry, Chief User Experience Officer of BitMart, shared her views on the recent market trends. She believes that the market experiencing a pullback is a healthy adjustment rhythm, as the previous rapid rise accumulated bubbles, and the pullback helps cool the market and eliminate short-term speculative bubbles. In the context 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, not to act blindly due to small declines. From a long-term perspective, pullbacks provide investors with opportunities to examine project fundamentals and accumulate positions. She emphasized that the overall market trend remains positive, and investors should focus on fundamental analysis to seize layout opportunities brought by pullbacks. Sherry's views echoed those of other guests, reminding everyone to stay calm during fluctuations, make rational judgments, and grasp long-term investment value.
Big Brother on Market Trends: Pullbacks are in Place, Bold Layouts in the Bull Market are Key
Big Brother analyzed the market from the perspective of a practical trader, believing that the current pullback is nearing its end, and Bitcoin and Ethereum are about to rebound. He opened a long position in Bitcoin in the afternoon, as it is more stable than Ethereum, which often experiences significant spikes (1-1.5%), leading to floating losses. He observed that retail sentiment in this bull market is low, as altcoins have not followed the rise, and during pullbacks, their declines are even greater (1.5-3 times that of Ethereum), resulting in widespread losses among retail investors. Combining the recent short-term surge of OKB and OKT after their merger, he emphasized that market opportunities are fleeting and require quick digestion of news and bold actions. In a bull market, those who are bold are more likely to profit, while cautious "old-timers" often miss out or face liquidation. He advises investors to adopt a mindset of seeking wealth, establish a personal trading system, prioritize capital management, and patiently wait for certain opportunities, daring to make significant layouts. Currently, he is optimistic about the upward potential of Bitcoin and Ethereum, encouraging decisive entry during pullbacks to seize the benefits of the bull market.
Host Qie Ge's Summary: Patiently Respond to the Market, Focus on New Opportunities
Host Qie Ge summarized by quoting Livermore, emphasizing that excellent speculators need to patiently wait for the market to confirm their judgments rather than blindly predicting. He personally holds a "watching" attitude and is not entering the market for now; if the market rises, he will continue to hold cash, and if it falls, he will short through B-round positions to earn coins, firmly believing that the bull market is not over. He shared the Turtle Trading Method philosophy, advocating that trading should focus on responding rather than predicting, maintaining a good state for flexible operations. Qie Ge observed that Bitcoin is highly correlated with the Nasdaq, but U.S. stock pre-market prices are stable, with the Nasdaq rising from 16,000 to nearly 24,000, and the pullback is normal. Current positive factors (such as stablecoin legislation, Bitcoin strategic reserves, and institutional trends) have largely been digested, and there are no new catalysts in the short term. He mentioned that the altcoin concept is outdated and suggested focusing on opportunities in emerging sectors like DeFi, encouraging guests to share their optimistic directions later. Qie Ge emphasized the relaxed atmosphere of the program, reminding the audience to remain rational, and at the end of the program, a lottery will be held, calling for delayed gratification and patience for more exciting discussions.
### Topic 2: Promising Sectors and Tracks
A Shen is Optimistic about RWA and ARB: Gradual Potential Tracks
A Shen focused on the Real World Assets (RWA) track. He believes that the tokenization of RWA is a future trend, but development needs to be gradual, constrained by the blockchain's impossible triangle (high performance, decentralization, security), making it difficult to quickly realize the on-chain integration of hundreds of billions or even trillions of assets in the short term. Infrastructure such as stablecoins needs to be improved first. A Shen pointed out that the current RWA market is in its early stages, with institutions starting to push prices up after accumulating at 1,400-2,800 points, similar to a "call-out" phase, where market bubbles are beginning to show but the potential is enormous. Additionally, he is paying attention to the altcoin ARB (Arbitrum), as it has shown a bullish trend with a daily moving average golden cross, indicating short-term trading opportunities. A Shen advises investors to focus on the long-term potential of RWA while cautiously grasping the short-term trends of altcoins like ARB, waiting for infrastructure to mature and the market to further validate.
Sherry is Optimistic about AI and RWA: A New Fusion of Crypto and Traditional Finance
BitMart's Chief User Experience Officer Sherry highlighted the combination of AI and crypto as well as the RWA track. She believes that the AI sector has enormous 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 bots, decentralized knowledge markets, and on-chain identity agents, expanding blockchain applications from finance to broader fields. BitMart is also developing AI-related tools, such as chatbots, showing its layout in this sector. Sherry is also optimistic about RWA, emphasizing that it enhances liquidity by tokenizing traditional assets like government bonds, real estate, and fund shares, allowing crypto users to more easily access 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 New Coin Opportunities in the Bull Market, Patiently Wait for Certainty
Big Brother highly praises the DeFi and lending track. He believes that in a bull market, DeFi and lending projects always produce excellent coins, as seen in the last bull market with Uniswap, Sushi, CRV, etc., with CRV rising from $0.18 to over $1 proving its potential. He has recently researched LISTA, the largest lending project on the BNB chain, believing that new coins in the DeFi track have wealth-making opportunities, especially "trading new coins rather than old ones." He suggests asset allocation of 50% in Bitcoin, 20% in mainstream coins, and 30% for swing trading or leveraged operations to seize opportunities in popular new coins. Big Brother emphasizes that making money in a bull market requires patiently waiting for certain opportunities, such as bottom-fishing during market panic, which is often seen as "picking up money" moments in a bull market. He advises against chasing tail-end trends due to high risks and low returns, urging investors to overcome greed and seek high-certainty, low-risk opportunities, steadily dollar-cost averaging Bitcoin or seizing new coin breakout points, combining patience and courage to achieve wealth growth.
Dr. Mei is Optimistic about ETH Ecosystem, Old Coins, and Tron: Driven by Financial Reserves and Consensus Potential
Dr. Mei (Coal Boss) focuses on the ETH ecosystem, 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 sector is Old Coins, such as Dogecoin (DOGE), which is favored due to its high recognition among the American public (second only to Bitcoin), expectations of ETF approvals, and treasury potential. Solana (SOL) is also considered to have investment value due to ETF expectations. The third focus is Tron (TRX), which has a healthy K-line trend, and its shell listing and Sun Yuchen's social attributes (relationship with Trump) enhance its potential as a treasury coin. Dr. Mei proposed the "emotional arbitrage" theory, believing that past controversies surrounding Sun Yuchen have led to Tron being undervalued, but its steady rise and Sun's strategic transformation (from harvesting to pursuing politics and reputation) make it worth attention. Additionally, he mentioned Old Coins like BCH, LTC, XRP, as well as RWA and stablecoin tracks, but with slightly weaker consensus. Dr. Mei emphasized that the above are personal views and not investment advice, suggesting that investors pay attention to treasury trends and market consensus.
Faye is Optimistic about Dogecoin, RWA, and Platform Coins: Discipline and Mindset are Equally Important
BitMart's Chinese spokesperson Faye shared her favored sectors and trading insights. She first affirmed Dogecoin (DOGE), sharing her experience of going long on DOGE last November when Trump took office, yielding a sixfold return, viewing it as a "lucky coin" and recognizing its high consensus and potential. At the same time, she is optimistic about the RWA track, mentioning that she observed Web2 individuals (like Gao Xiaosong) entering Web3 at a recent offline event in Shanghai, exploring applications of music and other RWA, indicating that the "altcoin season" may accelerate in the bull market. She recommended BitMart's platform coin BMX, as it is highly tied to the platform's growth. Recently, BitMart has shown potential through AI tool optimization (such as X Inside Beacon, Follow 2.0, and Hualian protection features), with BMX priced low and having explosive potential. Regarding trading mindset, Faye emphasized the importance of disciplined execution (such as opening positions, stop-loss, and take-profit), noting that while Bitcoin dollar-cost averaging is simple, it requires self-discipline and is easily influenced by external information. She advised traders to avoid emotional trading, appropriately diversify their attention, and maintain their original intentions to prevent deviating from trading discipline, steadily seizing opportunities in the bull market.
Topic 3: Future Upward Momentum
Big Brother: Driven by Trump's Policies
Big Brother believes that the upward momentum mainly comes from Trump's policy push, particularly mentioning the popularity of crypto funds like World Liberty Financial (WLFI) and USDY. He believes that Trump will drive Bitcoin to new highs through policy innovation, and investors need not worry but should follow favorable policy operations.
Sherry: Macro Environment and New Trends
Sherry emphasized 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 RWA and AI tracks taking shape, believing they are key to the next round of growth, and advises maintaining optimism while focusing on risk management.
Dr. Mei: Supply and Demand and Compliance Channels
Dr. Mei analyzed from the perspective of supply and demand, pointing out that interest rate cuts will lead to funds flowing into risk assets, subsequently flowing into Bitcoin; compliance channels such as stablecoin legislation and ETFs will inject funds into the market and enhance educational effects. Under the paradigm dominated by U.S. stocks, the four-year cycle effect is weakening, and the magnitude of single pullbacks is decreasing, which is long-term favorable for Bitcoin. He predicts that Bitcoin will reach one million dollars within ten years, with inflation rates already lower than those of gold and the dollar.
Faye: Institutional and Policy Support
Faye believes that the 401K plan promoted by Trump (BlackRock's $12.5 trillion asset allocation to crypto), expectations of interest rate cuts, and the change of the Federal Reserve chair in 2026 are driving forces for the rise. Trump's ability to earn huge profits in the crypto field shows the positive impact of his policies on market liquidity and market capitalization.
A Shen: Policy and Institutional Leadership
A Shen pointed out that the impact of a 25 basis point rate cut in September is limited, and the real upward momentum comes from the nationwide push for blockchain policies in the U.S., such as the implementation of stablecoins and RWA. Institutions holding BTC and ETH as strategic reserves, similar to U.S. tech stocks, are expected to see Bitcoin's market capitalization exceed $4 trillion, with the magnitude of single pullbacks decreasing due to compliance.
Qie Ge's Summary: Multiple Benefits and Discipline
Qie Ge summarized that Trump's policies (such as the 401K plan and stablecoin legislation), the combination of AI and blockchain serve as upward momentum, quoting Soros to remind retail investors to recognize illusions and exit the market at the right time. He thanked BitMart for sponsoring the surrounding lottery, promoting Bitcoin Asia 2025 (Eric Trump's speech), and encouraging the download of the Techhub News APP to participate in activities.
The guests unanimously agreed that the current pullback is a healthy adjustment, with short-term fluctuations being the main trend, while the long-term bull market trend remains unchanged. BTC support levels are at 99,000-93,000, and ETH support levels are at 3,900-4,000, suggesting seizing high risk-reward ratio points. Promising tracks include RWA (institutional layout, enhanced liquidity), AI (combination of computing power and applications), DeFi (new coin opportunities), ETH ecosystem, and Old Coins (DOGE, TRX, etc.). The upward momentum stems from Trump's policies, interest rate cuts, institutional entry, and the implementation of new tracks, with the market being more stable under the U.S. stock paradigm. Investors need to maintain discipline and patience, focusing on policies and on-chain data to seize "money-picking" 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.
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