
BAYANI AKAN WANNAN BULL RUN DIN
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Yadda Bond da Bond yield yake aiki.
Yana daga cikin abinda kesa a shiga bear market koh bull run. Duk wanda ya saurari live din jiya nayi bayani akansa, haka a Trading square shima.
Yanzu bashin da kekan US yana dayawa, kuma mutane sun fara jin tsoron cigaba da bawa US rancan kudi, saboda tsoron cigaban tashin inflation( tunda dama saboda tsoron inflation dinne yasa suke rantawa US kudin, kaga indai US bazasu iyaba, dole sai dai a qara musu % din bond yield din, wanda hakan zai iyawa US tsadan biya).
Solution dayace ta ragewa US, shine su fara QE, indai sun fara QE, zaisa bashin da ake binsu ya ragu, sannan bond yield( % na kudin riba da suke bawa mutane) shima dole ya ragu, in hakan kuwa ya faru, inflation zai qara sama, wanda hakan zai tilastawa masu wannan kudin su fara niman alternative source of hedge against inflation, wannan ne zaisa dole suyi developing risk appetitite, ta considering risk on assets, irinsu stock da, crypto .
Uwa uba, yanzu GPD din US a negative yake, wannan ka iya sa tsoron shiga recession, saboda export dinsu ya ragu, tunda dama kamar yadda na nake fada, majority na products din da US suke sai dawa duniya, daga china ake bugasu, yanzu kuma an sakawa products din china haraji a US kamar yadda itama china ta rama, sai dai abin yafi illata US. Shi kuma powell tsoronsa daya shine, baisan yayi cutting rate abin yasa inflation ya qaru sosai, saboda a wannan gabar ake yanzu , due to Tarrif .
Yanzu matsala hudu ke gaban US :
1. Inflation
2. Recession ans GDP yana qasa
3. High debt da High bond yield
4. Unemployment rate increase.
In akai cutting rate, inflation zai saurin qaruwa, saboda tarrif, inkuma akai increasing rate, zai qara watsa GDP din US, wanda hakan shima already andade ana hasashensa , zai iya fin inflation karfin zuwama, sannan zaisa a qara samun rashin aikinyi, sannan government bazasu iya samun kudi sosai ba, saboda companies din qasar baswa expanding, hasalima shrinking(matsewa) suke, saboda ba daman ranto kudin da zaisa a iya qara producing more goods din da zaisa a sanu qarin ribar da government zata iya taxing, saboda kaso .ai tsoka daga source na revenue din US yana zuwa daga Tax ne, kaga kuwa indai company din qasa basu samu wal-walan kudi ba, toh ba halin qara producing.
QT(Quantitative Tightening) din da akai daga 2022 zuwa yanzu shine yaja, saboda anyi over fighting inflation, daga 9%, zuwa yanzu da yake 2.7%, Powell yaso inda ya fara cutting rate a 2024 ya cigaba har izuwa yanzu, amma tarrif din da Trump ya fara yasa yaji tsoron cigaba da hakan, wanda hakan shine daidai.
Yanzu government bata da daman cigaba da QT, saboda masu ranta mata kudin yawanci sun fara nuna alamar a qara musu bond yield %, saboda tsoron tarrif. Wannan yasa dole US ta samun hanyar rage wannan yield bond % din, hanyar ka da ake amfani dashi shine printing din kudi, tunda dama basu da kudin, da'ace suna dashi, da basu nime rancen ba.
Shi kuma printing dun kudin zaisa inflation ya qaru, saboda wannan dalilin ne yakesa masu kudi dole suma su shigo stock market da crypto a dama dasu inba haka ba, su zasuyi asara, tunda government sun rage yield bond, kuma yield bond bai isa ya iya karawa da inflation din dake zuwaba, wannan yakesa a samu bull run, kowa dole yabi, da mai kudi da mara kudi.
Kamar yadda na dade ina fada muku, bull run zaizo, da yazo tun daga 2024 da aka fara rate cut, amma saboda tsarin trump na tarrif, shine dalilin dayasa Powell shikuma yaqi cutting rate, da ace ancigaba da cutting rate din, da market din yayi bull run irin na 2020 zuwa 2021, amma wannan karan sai yayi kamada na 2017, dukda ya dan banbanta dana 2017 saboda , ba'a samu irin delayance din da aka samu a wannan cycle din ba, so wannan ya danyi kamada na 2017, amma akwai banbanci sosai, saboda interest rate din 2026 ( wanda yayi dai dai da 2024 na wannan cycle din)
Cigaba 👇👇
'LAYER ONE ', 'LAYER TWO ' DA KUMA 'LAYER ZERO '.
Bitcoin da Ethereum sune projects mafiya girma a
'LAYER ONE ', 'LAYER TWO ' DA KUMA 'LAYER ZERO '.
Bitcoin da Ethereum sune projects mafiya girma a tarihin kasuwar Crypto, haka zalika kowanne da akwai dalilai da suka sa akayisa saboda a magance wata matsala data damu mutane.
Bitcoin:
Babbar matsalar da BTC yake magancewa itace ta matsalar a samar wa da mutane hanyar da zasu ajiye dukiyar su, ko su tura ta ga wani, ko wani waje ba tare da an samu wani ɗan tsakiya ba (kamar bankuna ko gomnati). Ana samun matsalar wahalhalu, iyakance maka abinda kake da iko dashi na dukiyarka, jinkiri, chaji, ko haraji daga bankunan gargajiya da gomnati.
Ethereum: Ethereum tazo a bayan BTC, a irin zubin tsarin da Ethereum take dashi, ana iya amfani da ita wajen yin duk irin waɗancan abubuwan da BTC yake yi, sai dai ba don haka kaɗai akayi Ethereum ba, ba iya manufar da Ethereum suke so su cimma ba, Ethereum an ƙirƙireta ne musamman don a sauƙaƙa wajen amfani ayi amfani da 'Smart contracts' a ƙirƙiri 'Decentralised Application' akan Blockchain ɗin Ethereum.
A takaice dai, Bitcoin shine farkon abinda akayi akan Blockchain, amma ba'a yi shi don a ɗaura wasu 'Applications' ɗin akan ba, shi kawai ya kawo sauƙin transactions ne, yayin da Ethereum kuma tanayin duk abinda Bitcoin takeyi, amma ita ana iya ɗaura abubuwa da yawa akan Blockchain ɗinta. Shiyasa ake samun Coins da yawa dq ake ɗaurawa akan ERC20, amma ka taɓa jin wani Coin akan Bitcoin Blockchain? (Bazamuyi maganar BRC20 ba anan don kar a rikita jama'a).
Bayan zuwan ETH ne fa da wannan technology ɗin aka fara zuwa da Blockchains kala-daban-daban irin su XRP, BNB, Cardano, da sauran su har zuwa yau ɗin nan kowanne da matsalar da yazo yake maganin ta. Waɗannan Blockchains ɗin sune ake kira da LAYER ONE. 1️⃣
LAYER TWO:
Akwai wasu abubuwa guda uku da ake siffanta Blockchain dashi, sune: Decentralization, Security, da kuma Scalability.
Kusan a duk wani Blockchain da muka sani, sai dai ya ɗauki biyu daga waccen siffofin su bar ɗaya, bazaiyiwu Blockchain yazo ya iya cimma waccen abu guda ukun ba Ethereum da mukayi magana a sama sai ta ɗauki Decentralization da Security sai ta bar Scalability. 'Scalability' yana nufin rashin saurin Transactions.
Don a magance wannan matsalar ta rashin saurin Transactions akan Ethereum, tunda tana da Security, da Decentralization, kuma ana iya ɗaura wani abu akan ta, sai aka zo da fasahar Layer Two. Fasahar a ɗaura wani Blockchain ɗin akan Ethereum, don ya magance matsalar rashin sauri (Scalability).
Misalin Layer Two Blockchain sune: Optimism, Arbitrum, Zksync, da Polygon ZkEVM, dukkan ninsu wasu Blockchains ɗinne da aka ɗaura su akan Ethereum don su magance waccen matsalar da ake fama da ita.
Layer Zero:
A wannan zamanin muna cikin Lokacin da muke da yawaitar Blockchains da yawa (Layer one Blockchains da Layer Two Blockchain), sai dai akwai wani ƙalubale da ake fama dashi na rashin wata hanya guda ɗaya da Blockchains ɗinnan zasuyi mu'amala da juna, misali kana da wasu kuɗi acikin wani Coin akan Blockchain ɗin Ethereum, sai kake son siyan wani Coin ɗin akan Blockchain ɗin POLYGON, Layer Zero sunzo ne don su samar da hanyoyin da mutane zasuyi mu'amala da Blockchains baki ɗayansu cikin sauƙi.
Wannan a taƙaice kenan!..
BANBANCHI
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Layer one
shine foundation na blockchain networks,
Layer one sune suke recording na transaction akan blockchain
Akwai wadanda achikin layer one suke supporting smart contract kamar ethereum
Layer 2
Sukuma angina su ne akan layer one. So suna supporting na layer one ta hanyar maganche wani solution wanda layer bai bagancheba e.g scalability
Sannan suna tai makawa wajen rage kudin gasfee da'ake transaction akan blockchain
Layer zero.
Sukuma suna bada damar yin communications tsakanin blockchains da da Blockchain kamar dai ache sol da SUI

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LAYER ONE, LAYER TWO & LAYER ZERO
Bitcoin and Ethereum are the biggest projects in the history of the crypto market. Each was created to solve a particular problem that people were facing.
Bitcoin
The major problem Bitcoin (BTC) solves is money control and transfer without intermediaries (like banks or governments). Traditional banking systems usually limit your access to your own funds, add delays, charge high fees, and impose restrictions or taxes. Bitcoin gives people the power to store wealth and send it anywhere in the world without needing permission from any central authority.
Ethereum
Ethereum came after Bitcoin. While Ethereum can do everything Bitcoin does, it wasn’t created just for that purpose. The main innovation of Ethereum is the introduction of smart contracts which allow developers to build decentralized applications (dApps) on its blockchain.
In short, Bitcoin was the first blockchain system but wasn’t designed to host applications. Its focus was mainly on peer-to-peer transactions. Ethereum, however, can do what Bitcoin does and also supports the creation of tokens (ERC-20) and dApps. That’s why we have many coins built on Ethereum. On the other hand, you rarely hear of tokens running natively on Bitcoin’s blockchain (ignoring BRC-20 for simplicity).
After Ethereum, more blockchains were created — like XRP, BNB, Cardano, and others — each aiming to solve specific challenges. These are what we call Layer One blockchains.
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🔹 LAYER ONE
The foundation of blockchain networks.
They are responsible for recording transactions on-chain.
Some Layer Ones also support smart contracts (e.g., Ethereum).
Examples: Bitcoin, Ethereum, Cardano, BNB Chain, Solana, Avalanche.
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🔹 LAYER TWO
Every blockchain faces what’s called the Blockchain Trilemma, which is the challenge of balancing:
1. Decentralization
2. Security
3. Scalability (speed & low fees).
Most blockchains can only achieve two out of three. For example:
Ethereum achieves Decentralization + Security, but sacrifices Scalability (transactions are slower and fees are high).
To solve this problem, developers build Layer Two solutions on top of Layer One blockchains. These Layer Twos inherit the security of the base blockchain but improve transaction speed and reduce gas fees.
Examples: Optimism, Arbitrum, zkSync, Polygon zkEVM.
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🔹 LAYER ZERO
Now, with so many Layer One and Layer Two blockchains existing, another problem emerged: lack of communication between different blockchains.
For example:
You might have tokens on Ethereum but want to buy something on Polygon. Normally, this is complex and requires bridges.
Layer Zero solutions aim to fix this by enabling smooth interoperability between multiple blockchains, so they can communicate and exchange assets easily.
Examples: Cosmos, Polkadot, LayerZero protocol.
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SUMMARY (Differences)
Layer One → Base foundation blockchains. They record transactions and may support smart contracts.
Layer Two → Built on Layer One to fix its weaknesses (e.g., scalability, gas fees).
Layer Zero → Enables cross-chain communication and interoperability between different blockchains.
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✅ That’s the English version of your write-up.
Kana so in rubuta maka shi cikin very simple English (ƙaramin ɗan taƙaice) don sabbin shiga crypto su fi fahimta, ko dai wannan cikakken bayani ya isa?