Bullish Sentiment Roundup: Eric Wall Goes All-In on Bounce, Options Signal Large Funds Betting on BTC Upside
March 17 — Crypto markets have rebounded sharply, with key bullish takes on the rally summarized below:
**Yihua Yi (Liquid Capital Founder, formerly LD Capital):**
“I’m fully long on this rebound — no reversal bets, no shorts. A meaningful oversold bounce is certain; BTC hitting $85k-$90k is reasonable.”
**Michael Saylor (MicroStrategy Founder):**
Posted his bullish BTC stance amid the AI boom: “If AI compresses terminal value and renders all moats temporary, capital will flow to assets immune to disruption. Bitcoin is digital capital — scarce, neutral, unshakable by AI. It should be a top beneficiary in this shift.”
**Renowned Trader Eugene:**
Switched to a long position: “Crypto’s strength amid broad global risk asset weakness is notable — it’s the first time the sector has shown relative strength since BTC’s $60k crash. I missed the bottom, but buying on strength post-consolidation breakout is my go-to for better risk control. Several altcoins have formed clean rounde
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The South Korean Police Agency has completed a draft of a virtual asset seizure management training ordinance, which for the first time includes "privacy coins" in the regulation.
March 17 — The South Korean Police Department has finalized a draft of virtual asset seizure management orders, marking the first time it has included guidelines on "privacy coins" (cryptocurrencies with strong anonymity features, such as privacy tokens) in regulations. The draft also specifies a hot wallet management plan.
Privacy coins have been used in criminal cases including the "Nth Room" scandal and North Korean money laundering due to their untraceable nature.
Over the past five years, virtual assets seized by the department are valued at roughly 54.5 billion South Korean won (KRW) at current market rates, with about 50.7 billion KRW in Bitcoin and 1.8 billion KRW in Ethereum. The police plan to select private custody institutions in the first half of this year.
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Bridgewater's Ray Dalio: Control of the Strait of Hormuz Will Determine Whether U.S. Hegemony Endures or Collapses
On March 17, Ray Dalio—founder of Bridgewater Associates—released a lengthy article titled *It All Comes Down to Who Controls the Strait of Hormuz: The Final War*.
A core takeaway on the Iran situation: the conflict’s outcome hinges entirely on who controls the Strait of Hormuz. If Iran retains authority over who may pass through the strait, or even keeps the power to negotiate terms, the U.S. will be deemed to have lost this conflict.
Should Trump and the U.S. fail to win, they will be viewed as having caused an irreparable disaster. No matter the reasons the U.S. cannot secure control of Hormuz, both Trump and the nation will face defeat.
The impact of losing Hormuz on the U.S. mirrors the 1956 Suez Canal crisis’s effect on Britain, as well as similar failures that struck the Dutch Empire in the 18th century and the Spanish Empire in the 17th century. Patterns leading to empire collapse are nearly identical, and this decisive “final war” will determine whether U.S. global he
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Solana Foundation Launches Token Explorer and Aggregator - Tokens on Solana
On March 17th, the Solana Foundation’s product team launched Token Search and the Liquidity Aggregator for **Tokens on Solana**—tools built to tackle the challenge of multiple variants of non-native assets on the blockchain.
Tokens on Solana centralizes all token variants tied to the same real-world asset onto a single page, giving users one-stop access to:
- Real-time price data
- 24-hour price changes
- Trading volume
- Liquidity depth
- Search functionality
This helps users quickly spot the best prices and trading opportunities.
Additionally, the official X account for Tokens on Solana will publish global news using a mix of AI and human editing, with links to relevant trading assets included.
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