老白加密笔记

December 17, 2025, GM, Prediction Market Battle

1. Binance's prediction market officially enters the "Three Kingdoms Battle" horse racing mode. The prediction market is currently an important narrative for various bets, and the Binance system supports three projects in competition. If you want to layout Binance and focus on these three prediction market projects:
(1) The Opinion product was launched first and received a recommendation from CZ, with investment from YZiLabs, and trading volume approaching Polymarket, currently the leader in the BSC prediction track;
(2) The predict fun product has just launched, with the founder being a former Binance employee, recommended by CZ and invested in by YZiLabs. There is also a point airdrop (already snapshot), trading meme coins, Aster DEX perpetual contracts, and addresses with trading volume in prediction markets like Polymarket provide initial points, which can be earned through deposits, trading, and placing limit orders for use in the platform's reward system;
Website: https://predict.fun/?ref=686EB
(3) Probable has just been officially announced, with limited information. This product is jointly launched by YZiLabs and PancakeSwap, gaining strong momentum and collective promotion from Binance system accounts. Everyone is looking forward to the next Aster, hhh

The prediction markets of Base and Kalshi should go live today. The OfficialApeXdex under Bybit will also enter the market, possibly opening the next narrative hotspot, strongly recommended to pay attention!

2. Titan has launched a feature to recycle SOL rent. On the Solana network, each token account requires a small amount of SOL as a "rent deposit." When you sell or transfer a token, if the account balance is 0, this deposit can be reclaimed. Moreover, you can also earn a badge after reclamation.
Website: http://titan.exchange/@laobai

3. Binance Alpha's Theoriq ($THQ) from yesterday performed well, with good returns and more reductions this time. As the saying goes, "The remaining is king."

4. The BTC fear and greed index has been low for a month. From this indicator, it is approaching a phase bottom.

5. Yesterday's U.S. unemployment rate: 4.6%, a slight increase from 4.4% in September, the highest level since September 2021. November added 64,000 jobs, rebounding from October's -10.5 (due to federal employee departures), but overall net changes have been small since April. Overall data is mild; economic data is actually secondary. Whether 2026 can hold on still depends on the application of AI.

The above is just my personal opinion.

December 16, 2025, GM
1. Solstice has confirmed its pre-sale platform, and more details about LEGION have yet to be announced;
It is said that $USX will be used for investment, and Flares points may affect distribution eligibility.
You can now register for LEGION to prepare, linking your social media and wallet, and completing KYC verification.
Last time YB didn't get in, so this time let's participate with a laid-back attitude.

2. Gensyn pre-sale has already started, with an FDV valuation of 1 billion. Looking at this price, I’m completely uninterested.
Distribution announcement: December 25.
Refund window: December 25 to January 8.
Token collection opens: early February 2026.

3. It’s said that Japan will raise interest rates on the 19th, further tightening liquidity, and BTC will drop.
The price has already reacted in advance, and in such a poor market sentiment, it’s still important to play defense.

It’s best not to make aggressive moves in this kind of market, preserve strength to welcome the turning point.
Let’s summarize these for today; the more I read, the more anxious I get. Now is a good time for recovery.
The above content is just personal opinion.

On December 15, 2025, GM, many say this is the bottom

1. RateX airdrop can be checked, very few were given, it's quite disappointing.
Although it only plays a supporting role in the airdrop, the number of airdrops is too pitiful, most accounts get a few, dozens, or very rarely a hundred. The total token supply is 100 million, expected unit price around 1.5u, of course, due to the scarcity of airdrops, it may have high control. Opening at 5u would not be surprising.
Check link: https://claim.rate-x.io

2. Yesterday I mentioned a Space ICO, I misread it; it should be KOL round, the public round has ended, everyone doesn't need to pay attention to it anymore 🙏

3. Yesterday I saw a mystical website 0xsakura666, very interesting, it can turn luck into K-line charts, just for entertainment (currently, it's generating very slowly due to many people)
In these years of trading, sometimes I find that mysticism also has reference value.
Of course, I'm only referring to Bazi, which is actually a form of statistics.

4. Recently, many groups are saying that Binance Alpha is going to stop, a group member asked me what I think?
I think it doesn't matter whether it stops or not, as long as it doesn't lose money, just continue.

5. The previously mentioned OnRe has started points
A true RWAfi project, the business involves real-world reinsurance premiums + collateral income, a fully compliant on-chain reinsurance platform, with annualized tasks around 10%, those interested can take a look:

6. In the current sluggish market, what projects and sectors are VCs still investing in? This statistic from Tiger Brother is also very valuable as a reference:

7. Recently, I saw a big shot say that now is the bottom, which means it doesn't seem to be the bottom yet.

The above is just my personal opinion.

December 14, 2025, GM, Broaden Your Horizons

1. Space's Solana ecosystem leveraged prediction market, the latest news indicates that $250,000 will be publicly funded in December, so stay tuned for further information.

2. Daylight's Depin energy protocol based on the BASE network is about to open for deposits, details are as follows:
Start time: December 16, 2025, 21:00 Beijing time
Deposit assets: supports USDT, USDC, or USDS
Lock-up period: deposits locked for 2 months, then converted to the Ecosystem Vault, managed by K3 Capital, and deployed to the Plasma platform to earn DeFi yields.
Initial cap: $50 million pool, first come first served.
Reward mechanism: early participants can receive a reward of 1,000,000 WXPL points.
Participation method: expected to deposit through the official interface or designated wallet, KYC/AML verification required (some regions may have restrictions).

3. HUMA surged again today $HUMA , checked the reason:
Huma will provide Solana-based stablecoin (USDC) liquidity for global commodity trade (accounting for 25% of global trade, annual scale of $4.5 trillion), focusing on rare earth mineral trade.
Partners include Obligate and TradeFlow.
Good work by the regular army, a real cash flow project nb👍
A new product is about to trial run at the end of December: Huma Multiply (defensive circular flywheel), directly aiming for an annualized return of 30%+
Officially launched in Q1, I will write a special article about this later.

4. Teacher Yan Meng's article "RWA Will Change Wall Street - Summary of Uweb's New York Study Tour" is worth a look, helping us broaden our horizons and understand future trends.

5. Important macroeconomic nodes next week:
Monday 22:30, Federal Reserve Governor Milan speaks;
Monday 23:30, FOMC permanent voting member, New York Fed President Williams speaks on economic outlook;
Thursday 01:30, 2027 FOMC voting member, Atlanta Fed President Bostic speaks on economic outlook;
Thursday 21:30, U.S. November unadjusted CPI year-on-year/core CPI year-on-year, U.S. November adjusted CPI month-on-month/core CPI month-on-month;
Thursday 21:30, U.S. initial jobless claims for the week ending December 13;
Friday 23:00, U.S. December Michigan University Consumer Confidence Index final value, U.S. December one-year inflation rate expectation final value.

The above is just my personal opinion.

December 13, 2025, GM, Safety First
1. Zerobase frontend was hacked, leading to deposit activities in Binance wallet; after authorization, the money was hacked. Therefore, when participating in on-chain DeFi, always revoke the 'authorization' after any operation; this feature should be available in all wallets.
The authorization in the EVM ecosystem is really a disappointing operation.

2. Ranger should be preselling soon; at MetaDao, friends who previously interacted with points should have a share, so keep an eye on it.

4. Project 0 officially announced the issuance of tokens in Q1; this is also a good place to store SOL and U, the business is currently focused on lending, aiming to develop into an on-chain margin pool.

5. Yesterday, Binance Alpha released a major update RaveDAO ($RAVE)
Points have dropped to 230, it seems many people have left; still, the saying goes 'survivors are kings,' as long as you don't lose money, just hold on.

6. DTCC announced that its subsidiary DTC has received a no-action letter from the SEC, allowing DTC to launch a pilot project for token services.
DTC, as the core clearing and custody institution in the U.S. securities market, holds ownership of a large number of securities; this is a step for the traditional finance industry towards blockchain technology!
Good news: Everything will be on-chain in the future.
Bad news: Tokens unrelated to this trend are likely to go to zero.
Let's embrace the future, hhh

7. China Construction Bank responds to a user whose transfer note for Dogecoin was locked: detected high risk, the account will be set to 'no receive no pay' status.
No more to say, domestic transfers should not have any crypto-related notes. Embrace Hong Kong cards, embrace Hong Kong cards, embrace Hong Kong cards.

The above content is only personal opinion.

December 12, 2025, where is U doing

1. Made some U and plan to save it, requiring safety and flexibility for easy bottom fishing. After looking around:
Binance wallet and Sun Ge USDD cooperation financial management annualized 12%

2. Solstice
Announced ICO at the Solana conference
Stablecoin and yield optimization protocol on Solana
Time: December 22
This project has been mentioned multiple times, it’s deposit points, estimated to be airdropped soon
But once the ICO is done, the airdrop share may decrease
Should we participate in this new offering? It should be profitable, after all, the project side also claims no VC backing, and in a short time, the TVL has surged to over 300 million, indeed has some strength, let’s wait for the specific information to be announced later.

3. a16z: 2026 Top 17 Crypto Predictions, worth a look
In 2026, crypto merges with AI/privacy to reshape finance (stablecoins become mainstream), social applications (predictions/media), and clear regulations release potential. The trading volume of stablecoins will exceed traditional systems, benefiting global users.

4. Surf recently raised 15 million. Originally it was under Cyber
A product without expectations of issuing coins, but now it might have.
The product is doing well, suitable for basic investment research in the crypto circle, using it occasionally might bring good fortune, that VIP annual NFT, everyone can consider whether to buy or not.

The above content is only personal opinion.

On December 10, 2025, I made a little money

1. Yesterday's HumidiFi new listing was very successful, with a yield of 300%. I mentioned selling half on OK, and some friends asked if they could hold on a bit longer?
Yes, you can. The major exchanges haven't listed it yet, and the market cap is still low. Waiting for the official announcement of the major exchange is a good selling point, like Coinbase.
The reason for HumidiFi's success is simple: strong fundamentals, extremely low presale price, 100% unlock, JUP is the first new listing, and who needs face? I suggest everyone embrace Solana and the on-chain Wall Street.

2. A few new listings have come out in the last few days, let's take a look:
(1) octra from December 18-25, presale FDV 200 million;
(2) gensyn, from December 15-20, presale FDV 1 million-1 billion (English auction);
(3) Rainbow, from December 11-18, presale FDV 100 million;
(4) FootballFun, to be opened, presale FDV unknown;
(5) Superform, ends today, presale FDV 90 million;
(6) Fogo, December 17, first come first served, presale FDV 1 billion USD, unlock garbage;
(7) HashKey, from December 9-12, IPO presale.
The above presales either have outrageous prices or very unfriendly unlock terms, only gensyn has a bit of room for speculation. During this phase, observe more and act less, go all in on quality targets, and don’t even touch garbage.

3. Recently, there has been an increase in bullish sentiment for Bitcoin:
The Federal Reserve cut interest rates today + QT stops, liquidity further loosens, which is good for Bitcoin.
Personally, I think this could be a support for a short-term bullish rebound for Bitcoin, but for a long-term rise, you need to be solid yourself. Are there signs of large-scale application for crypto + is there more explosive actual support from policies? If not, it’s just a rebound in the short term. In simple terms: you need to be solid yourself.

4. Today's faith injection
Russian President Putin stated: "No one can ban Bitcoin."

5. Yesterday, I shared 16 DeFi projects, feel free to check them out on Twitter (if anyone wants to discuss further, feel free to engage):

The above is just a personal opinion.

December 8, 2025, went for a walk all night
1. Yesterday HumidiFi's new offering + Stable airdrop
HumidiFi summary: walking the dog + sudden attack, the time keeps changing, then suddenly starts grabbing, is this Jupiter's anti-witch strategy?
However, for those who participated, pay attention to collect tonight at 10 PM, at least double the profit.
Stable summary: Plasma's classic is irreplicable, just a deposit activity with a few points of annualized returns, boring. The airdrop for deposits is outsourced, really an amateur setup. Yesterday's Binance Alpha was okay and easy to grab.
The market is not good, and now we can only remain calm, consider it a profit to participate, if not, learn and rest.

2. It's best to store some motivational quotes during a bear market, so you can take a sip when your mindset is about to collapse; this trick really works, and I saved two yesterday 😂:
SEC Chairman Paul Atkins: The entire U.S. financial market may be linked to the blockchain within two years.
NVIDIA CEO Jensen Huang: The essence of Bitcoin is to convert the excess energy in the world that is difficult to utilize on-site into a digital asset that can be permanently stored and accessed at any time.

3. The market is gradually becoming optimistic about 2026
In recent days, whether from media, financial institutions, geopolitical perspectives, personal influencers, communities, etc., a consensus has emerged:
"We are far from the AI bubble bursting," "AI will continue to be strong in 2026," "robotics will explode in 2026," "more breakthroughs in pharmaceuticals, hope for the bald-headed," "2026 will start a honeymoon period of mutual visits between China and the U.S.," "2026 will see further interest rate cuts in the U.S.," "the new Fed Chair is positive about rate cuts," "the big A can also be expected, hhh," etc.
The more optimistic it gets, the more cautious I feel it is necessary, especially at the beginning of 2026.
What about crypto? No one cares, we can only wait for the U.S. financial market to go on-chain, and for the narrative explosion of stablecoin applications at this level.

The above is just my personal opinion, DYOR

December 8, 2025, GM
1. Tonight at 9 PM, the Stable mainnet goes live
$STABLE tokens, many exchanges have officially announced it, pre-market FDV 3.3 billion, waiting for the airdrop website to go live. Bought the first phase of staking, waiting to see if there will be rewards;

2. Tonight at 11 PM, HumidiFi reopens the third round of new offerings on Jupiter
Although a lot of chips were grabbed in the first two phases, efforts should still be made to grab some in the third round, likely to profit;

3. The White House has announced the "2025 National Security Strategy"
It downplays China's positioning as a "primary adversary" and mentions it as an "economic partner." From this perspective, Trump has recognized reality, fully adjusting direction, and it is unlikely there will be concerns about a US-China tariff war in the coming year. It seems Trump is gearing up for the midterm elections, focusing on the economy.
An important event that every trader should understand.

4. Recently, the meme on the BSC chain has gained some heat
In this market state, if you don't enter half an hour before an explosion, it is unlikely to make money. Memes on the Binance chain find it hard to form a real community; they all follow the Musk meme model, where Binance announces something related, and everyone jumps in.
Collective hype and speculation happen in a short time, then a cut. As players become more sophisticated, the cutting speed increases.
Just a reminder, do not speculate on the second phase of current memes.

5. YZi Labs @yzilabs announces the full lineup of the second season incubator project. From Binance's investment direction, it has significant implications for our crypto community in planning for the future.
The general directions are: prediction platforms, AI data and tokenization, cross-border payments, decentralized science, robotics, wallets, non-profit token launch platforms, on-chain games, on-chain derivatives, AI video applications.

5. Sentient $SENT has joined the Coinbase product roadmap, estimated TGE is in 1-2 weeks, who would have thought participating in DC activities would lead to an airdrop.
At this stage, I think the most stable strategy is still Defi + airdrop; other times are for learning, summarizing, and leisure. The more active you are, the more you lose.

The above is just a personal opinion.

Forward

Friends 🧑‍🤝‍🧑 The Ethereum Foundation is buying heavily, and E-Guard's ETH can earn compounded returns again 📈 'Achieving four benefits from one fish' 🐟 @TreehouseFi #Treehouse $TREE

A few days ago, I mentioned Treehouse, and its core token $tETH will be integrated into Aave's Core Instance market 🐮

In simple terms: You can collateralize tETH to borrow stablecoins like USDC, which also indicates that the top staking protocol AAVE recognizes the value of tETH 👍
How to achieve 'four benefits from one fish' with the ETH in hand?

1. Use the ETH you have to mint $tETH in Treehouse to obtain a fixed annualized return;
2. Place $tETH in AAVE to earn annualized lending returns;
3. By putting it in AAVE, you can still mine Treehouse's platform points, Nuts, to earn future airdrops;
4. Depending on your situation, collateralizing tETH can also allow you to borrow stablecoins like USDC. Engage in more complex DeFi trading strategies (for example: Pendle, Spark, Curve, and other top DeFi protocols, which all have collateral or liquidity mining services).

OK, that's the latest interpretation of achieving four benefits from one fish with ETH. If you have ETH, you can give it a try.

Lagrange Releases DeepProve-1: AI Inference Enters the Verifiable Era @Lagrange Official #lagrange $LA

On August 18, 2025, the Lagrange team announced the launch of DeepProve-1, the world's first production-ready zkML system capable of verifying the complete reasoning of large language models (LLM) through zero-knowledge proofs (ZK). Lagrange successfully proved the reasoning process of OpenAI's GPT-2 model, moving verifiable AI from theory to practical application.

DeepProve-1 expands support from basic models like MLP and CNN to Transformer architectures, including key components such as attention mechanisms, layer normalization, and embeddings. It is compatible with GGUF format and comes equipped with a dedicated LLM inference engine, enabling token-by-token proof generation.

This makes AI systems auditable, scalable, and trustworthy: outputs can be verified without exposing inputs or model intellectual property; compliance with regulatory requirements is ensured; and it confirms that weights, models, and data have not been tampered with.
The technology has wide applications in high-risk areas: proving decision fairness in finance; auditing without disclosing patient data in healthcare; and confirming model compliance in defense.

Lagrange stated that the next step will be to optimize proof size and generation speed for open-source LLMs like LLAMA, supporting high-throughput scenarios. This milestone marks the beginning of the AI trust revolution, making cryptographic verification a reality and driving the transformation of AI systems from black boxes to transparency.

In the future, Lagrange will continue to advance zkML innovation, ensuring a balance between AI safety and privacy.

Unlocking On-Chain Capital Markets to Support Digital Asset Vaults @Calderaxyz #Caldera

Discussing how to unlock on-chain capital markets for Digital Asset Vaults (DATs) through its platform. DATs are transitioning from passive holding to active yield generation, with Ethereum vaults currently holding nearly $15 billion in ETH.

Caldera points out that assets like ETH and wrapped BTC can appreciate through DeFi protocols such as Ether.fi (over 6% APY) and AAVE (4% lending), avoiding equity dilution.

DATs can choose exclusive rollup ecosystems or cross-chain strategies. Caldera's Metalayer provides interoperability, supporting fast bridging and shared liquidity, allowing vaults to establish bases on rollups like Kinto or Manta Pacific, and dynamically allocate capital to capture yields.

Recently integrated with BNB Chain and Base, expanding opportunities. SharpLink collaborates with Linea: injecting TVL to lower borrowing rates, attracting users and gaining ecological tokens.

In the future, RWA tokenization will bring infinite opportunities. Caldera invites vaults to contact the team to explore the interconnected chain internet. This initiative strengthens Caldera's leadership position in the rollup space.

$WCT tokens officially listed on compliant exchanges in the United States, supporting the Optimism network.

This will allow users to trade WCT more conveniently and further expand the influence of #WalletConnect in the Web3 ecosystem. But please note, send only on the Optimism network to avoid cross-chain loss! This marks that WalletConnect is accelerating the connection layer of the financial internet. If you are building a wallet or DApp, it is worth keeping an eye on their latest updates and embracing the future of Web3 together.

For more details, check the updates.@WalletConnect

「HUMA x Arf and Geoswift Collaboration」 @Huma Finance 🟣 #HumaFinance
「Providing Same-Day Payment Services for Global Online Merchants」 🟣
Friends, this news is significant! Let's break it down: 📢
1. Geoswift is an innovative global payment technology company focused on cross-border payments. It holds multiple international financial regulatory licenses, including comprehensive payment licenses in the USA, UK, and China. It covers regions such as North America, Europe, and Asia-Pacific, providing tailored cross-border payment solutions for industries such as education, e-commerce, tourism, and financial services;

2. This collaboration primarily addresses merchant settlement for global e-commerce platforms, solving cross-border payment delays and achieving a revolutionary breakthrough from traditional 3-5 day settlements to same-day (T+0) arrivals!
Example: Asian sellers on the Amazon platform account for over 50% of Amazon’s total merchants, but due to time zone differences and mismatched bank operating hours, funds may be delayed, leading to tight cash flow and operational difficulties for merchants;

3. How is this breakthrough achieved?
「Huma」 serves as the core of PayFi, providing blockchain infrastructure, including automated payments and liquidity pools, ensuring efficient operation and real-time transparency;
「Arf」 focuses on compliant liquidity, utilizing accounts receivable-based financing mechanisms, combined with anti-money laundering and customer identity verification compliance frameworks, to provide real-time credit support;
「GeoSwift」 leverages its networks in Asia-Pacific, North America, and Europe to overcome time zone limitations and handle last-mile cross-border execution.

In summary, what does this mean for HUMA?
It solidifies PayFi's leadership position!
It demonstrates the capability of modern global payments!
It reaches millions of global merchants!
It enhances capital turnover rates, releases more liquidity, and increases Huma's platform activity and revenue!
Wishing HUMA a swift achievement of its small goal of $10 billion in transaction volume 🎉

「 Latest HUMA Circular Loan Analysis 」 @Huma Finance 🟣
#HumaFinance

HUMA yesterday collaborated with Kamino
to enable circular loans. Which group of people is this plan more suitable for?
I personally think it is suitable for the following groups:
1. Those who have unblocked PST and want to amplify feather earnings;
2. Those who want to store HUMA but are afraid of the long lock-up period and want to use funds flexibly.

So this circular loan plan is worth looking into. Let's calculate the earnings situation:
1. Deposit 100u into HUMA with no lock-up date and receive $PST worth 100u;
2. Deposit $PST into Kamino, borrow USDC, then continue to deposit USDC to borrow USDC, performing circular operations, with LTV calculated at 80%. Theoretically, it can maximize to 400u, but considering liquidation risks and gas consumption, generally about 4 times is sufficient.
3. So how much value can this operation generate?
(1) Principal has a 10% return;
(2) From 1.99 times feather earnings, it changes to nearly 10 times feather earnings;
(3) Equivalent to the earnings of Classic’s 6-month lock-up model, but this circular loan plan allows for more flexible use of funds.

Brother Leo learns really fast! 👍