At the moment SOL broke below 100 dollars, I decided to stop being a gambler and instead study the logic of heavily investing in Walrus.
Two black swans, the same despair. When I entered the market in 2024, I witnessed a black swan, thinking it was a coincidence; little did I expect that at the very beginning of 2026, the market would teach me another lesson.
Watching SOL break below 100 dollars, that familiar feeling of suffocation returned. This time, I did not panic and cut losses like last time, but instead felt a deep exhaustion.
Watching the K-line jump up and down, I suddenly realized: in the secondary market, so-called 'value coins' and memes are no different. Once liquidity is withdrawn, even the king of public chains falls like a stray dog.
BTC broke 77,000, altcoins collectively halved! Those still looking at the K-line at this time are tough guys, while smart people have already saved themselves 'on-chain'.
The market in the past few days can only be described in four words: blood flowing like a river. Opening the account is all green (drop), BTC once plunged below 77,000, and many people's spot assets shrank by 30%-50% overnight. Some friends even joked: 'I originally wanted to buy the dip, but ended up buying halfway up the mountain. Now I just want to uninstall the software and play dead.' But brothers, the darker the moment, the less we can play dead. A bear market is a reshuffling period. At this moment, staring at the K-line on the exchange will only make you anxious. The real alpha is on-chain—using the lowest cost (even free), to grab the chips for the next cycle.
I thought I was an old soldier who could navigate through the bull and bear markets, but ended up falling in the darkness before dawn.
When I entered the market in 2024, I encountered a black swan event. At that time, I was a new player, watching my account get halved, scared and cutting losses to exit, vowing never to touch contracts again, and only to engage in 'value investing' in the future.
In the past two years, I thought I had become smarter. I stopped chasing those chaotic meme coins, and I started studying fundamentals and researching public chain data.
Until yesterday, this black swan of 2026 gave me a hard slap in the face.
After going through hundreds of white papers, my eyes stopped at @Walrus 🦭/acc .
Why Walrus?
Because in this wasteland, I suddenly realized: the price of coins can go to zero, TVL can be withdrawn, but data cannot be taken away.
Regardless of bull or bear, the NFT images on the blockchain, the front-end files of DApps, and historical transaction records, there must be a place to store these hundreds of PB of data, right?
In the past, when we speculated on public chains, we were speculating on 'land', which could be inflated into a bubble.
But Walrus is doing 'hard drives'.
It is not just storage; it is 'decentralized AWS S3':
Walrus has solved a very boring yet extremely fatal problem: the cost is high.
Current on-chain storage is too expensive, leading to many projects' so-called 'decentralization' actually being a facade.
The front-end is still running on Alibaba Cloud.
Walrus has brought the storage cost down to the floor price with its erasure coding technology.
The market bloodbath of 2.2 billion, besides betting on short opportunities, I have also ambushed this 'certainty'.
The market in the past few days can only be described as 'bodies everywhere'.
Opening the data software, the red is glaring: $2.2 billion vanished in a single day, 330,000 accounts instantly went to zero. Even the legendary whale that made $140 million couldn't withstand this wave of liquidity exhaustion. This lesson is expensive, but also very real—once again it tells us with bloody lessons: wealth built on emotions and leverage comes quickly, but goes even faster. When the market returns from madness to calm, I start to reassess my holding list. At this stage, what we are looking for is not the next 'hundred-fold dog', but one that can still work hard and has the ability to generate income even if the market is halved.
Expectation Gap: Compared to those public chains with a market value of tens of billions, Vanar has a significant expectation gap between its positioning in the entertainment sector and its actual value.
VanarChain is a foundational project with real blood-generating capabilities.
In this market, surviving longer is more important than earning quickly.
Is ZAMA's inversion tenfold? Before that, hold onto XPL's hundred-dollar guarantee!
First, let's talk about the current hot topics. Tomorrow $ZAMA will be available on the spot market, and this setup is indeed tempting. It's important to know that the price for ZAMA in the Dutch auction was 0.3 dollars, with institutional costs around 0.1 dollars, while the current perpetual price is only about 0.044 dollars. Can the 'behemoth' raising 450 million reverse the trend with this level of inversion?
I noticed that the support was very strong yesterday. The long order at 0.044 was not filled, so I decided to jump in and buy some spot at the current price. Gains and losses come from the same source; let's take a chance on its value returning. Speculating on coins depends on the market, but harvesting is the way to wealth through hard work.
While waiting for $ZAMA to pump, I strongly suggest everyone pay attention to Plasma.
Still don’t know how to get the Alpha airdrop? Don’t worry, just read this article @0xyao and you will be fine! 🔥 Every day only requires 5 minutes, stick to it for 15 days, and lay low cost ambushes,
Even if you only have 200U in capital, if you master the skills, you can still overtake on a bend!
While we frantically interact, we must not overlook those quietly building infrastructure and preparing for the next wave of bull market in Alpha projects.
Because it precisely hits the biggest narrative for the next two years - compliant privacy and RWA.
When it comes to the privacy track, everyone's first reaction is the risk of being delisted by exchanges. But Dusk is taking a very difficult but very correct path: programmable compliant privacy.
It utilizes ZK (zero-knowledge proof) technology to protect transaction data privacy while retaining the auditing ability of regulators. This is a “must-have” for institutions.
In this market, only chains that can make Wall Street institutions feel at ease to enter are the real Alpha.
A giant with a fundraising of 450 million, Dutch auction at $0.3, institutional cost at $0.1, now only $0.04+? This inversion is too outrageous. Yesterday's market was too tough and I couldn't catch the low buy at $0.04, so I went straight in at the current price to bet on a counter-trend rise!
While waiting for blessings, don't forget another opportunity $XPL
Excellent risk-reward ratio: Splurging 3.5 million tokens, 500 spots each for Chinese and English regions, an average of $100 per person is not a dream. Currently, the lowest rank is only 90 points, with a little effort the opportunity is great.
Key point: The rules have changed, and content weight is higher. Don't blindly brush transaction volume (easily countered), producing high-quality content that integrates project logic is the way to go. Note that points are updated daily at 15:00 and rankings refreshed at 17:00.
Plasma is not just an airdrop, but a zero-fee "exclusive highway for stablecoins," precisely addressing payment congestion pain points. Understanding this core, completing tasks will naturally yield double the results with half the effort. Wish everyone success and enjoy the rewards!
The 'Digital Container' in the AI Era: Walrus's Dimensionality Reduction Strike
Since it's decentralized, why still use AWS? Currently, there is a very interesting phenomenon in the crypto world: everyone is trading on-chain, but project teams still use Amazon or Google's cloud services for their websites, data storage, and running nodes, with 90% still relying on them. Recently, several big influencers have been discussing the issue of 'anti-censorship'. If Amazon shuts down its servers, the so-called Web3 would instantly collapse by half. It's like buying a property with permanent ownership, but the keys are still in the hands of the big landlord.
Not all data needs to be 'handed down'. Previously, everyone was speculating on the storage track, focusing on Arweave. Its logic is 'permanent storage', like carving words into stone, which is very expensive and suitable for preserving human civilization's heritage. But to be honest, do we really need to store the videos we post on social networks or the temporary data for AI training for a thousand years? Not really.
Recently, many veteran NFT players have been complaining, saying that the small images they spent a lot of money on suddenly turned into "404" because the project team forgot to renew their Amazon cloud service. This situation is quite ironic; we've been advocating decentralization for so many years, yet the data is still in the hands of big companies.
This is Walrus's opportunity. You can think of the blockchain as a supercomputer, Sui is the super-fast CPU, and Walrus is the large-capacity hard drive. Without a hard drive, even the fastest CPU can only compute air.
Now that AI is so popular, future AI robots will need to store a large amount of video, images, and model data, which definitely cannot be stored on Ethereum and might not even fit on Arweave. Walrus has employed a new technology that has drastically reduced storage costs.
Don't just focus on public chains; this kind of "shovel" that does infrastructure work in the rear is the most stable logic in this round of bull market.
Now that Twitter is open, as soon as privacy coins are mentioned, everyone thinks they are for hackers and will definitely be crushed by the SEC. This sentiment has collapsed the entire sector. But if you really believe that 'privacy is dead,' then you might miss the biggest reversal opportunity of this round. Because large holders and institutions desire privacy more than anyone else. Your trump card cannot be shown to others. To give a very simple example. When we play DeFi on the chain, everyone is like running naked. Who earned how much, who is buying what, can be clearly checked on the chain. This doesn't matter to retail investors, but it is fatal to institutions.
$84K Bitcoin is despairing? Smart money is buying 'invisible infrastructure'
Open x, the screen is filled with complaints about ETH congestion, Solana outages, and L2 liquidity cut-offs. This is the situation at the beginning of 2026: overcapacity in infrastructure, and a lack of real users. But if you turn off the K-line chart and look at the trends in the primary market, you'll find a strange anomaly:
. Bursting the bubble of 'partners' The cheapest thing in the crypto circle is 'Partnership'. Most just dare to put up a logo after buying cloud services from a certain provider. But
is different. NVIDIA: Providing CUDA computing power and Omniverse support. This is for running AI and AAA blockchain games, not for tweeting.
Recently, Arthur Hayes and several Wall Street veterans have frequently hinted at a logic: the next phase of RWA is not "asset on-chain", but "privacy trading".
Many people didn't understand the underlying message of this statement and are still foolishly hoarding those fully transparent DeFi tokens.
Everyone should think about it, do you think BlackRock would be willing to let the whole world monitor every one of their entry costs in real-time on Etherscan? As long as blockchain remains fully transparent, large-scale institutional funds will never come in. This is the biggest lie in the current RWA track.
I took a look at Dusk's on-chain data.
The invocation volume of the Citadel protocol is quietly rising. This thing can achieve "proving my compliance to regulators" while "hiding my cards from opponents".
This is the middleware that traditional finance truly needs. Stop fixating on those few old privacy coins; they are for hackers, while this type of privacy layer with compliance interfaces is meant for Wall Street.
Binance Alpha makes over ten thousand a month, what do you think?
The legend of "Binance Alpha making over ten thousand a month" has been circulating in the community for a long time. Indeed, for beginners, relying on the endorsement of exchanges and diligently increasing trading volume is the most reliable way to accumulate the first pot of gold.
After reading Uncle Mo's content, I gained a lot! (For the complete content, it's recommended to read his long article)
But as I mentioned before, the core of this industry is "persistence" and "cost control". Don't just see others making profits without noticing the days when others are eroded by transaction fees.
This introduces a key logic for selecting projects: look for those that not only have solid technology but also understand "commercial implementation" and "collaborations with large companies", such as the frequently active @Vanarchain ($VANRY). If Binance Alpha is your entry point, then Vanar is the advanced "industrial narrative".
Unlike public chains that only stack parameters, Vanar inherently carries entertainment and metaverse genes. Its biggest weapon is the ecological social circle—establishing strategic collaborations with giants like Google Cloud, aiming to lower the entry barriers for Web2 brands into Web3.
Vanar's focus on zero friction and low-cost characteristics specifically serves the gaming, entertainment, and AI fields. In this current "macro risk-averse" cycle, pure financial narratives (DeFi) may be weak, but projects backed by real giants, not limited to the crypto circle's self-indulgence, are more likely to yield independent market trends.
Whether it's leveraging Binance's low guarantees or investing in infrastructure like Vanar, the essence is to follow "certainty".
How do you all view Binance Alpha's ability to generate over 10,000 a month?
Binance Alpha is praised as the top choice for beginners to accumulate principal with low risk. Essentially, it leverages the endorsement of exchanges to provide liquidity through wash trading to earn airdrop points. After watching Uncle Mo's content, I gained a lot! The summary is as follows (for the complete content, it's recommended to read his long article): The core strategy lies in 'perseverance' and 'capital control': Mindset building: treat it as a long-term part-time job, and avoid interruption due to fluctuations in short-term gains, which could lead to missing out on potential high returns.
Capital management: it is recommended to prepare about 1050U as principal, which allows for intuitive calculation of losses and leaves room for error. The key to profitability lies in maximizing points while minimizing trading slippage and fee erosion.
When the dog farm gets tough, even the big households are in trouble!
Let's first take a look at the creator activity, the top 500 on the XPL leaderboard! This event probably only requires a cost of 10U, and through daily tasks, it is expected to profit about 200U, making this hot pot meal worth it.
Plasma, as the stablecoin infrastructure supported by Tether, builds an efficient payment ecosystem with zero Gas, high TPS, and strong institutional backing, with a solid fundamental basis.
Wishing for a smooth snapshot and rewards to arrive soon!
Browsing posts about RWA on Binance Square, you will discover a common naivety: everyone is still fantasizing about using completely censorship-resistant DeFi protocols to carry real-world assets. But in the year 2026, this path simply won't work. The real financial game rules have changed; whoever can adapt to 'strong regulation' first will be able to catch the liquidity spilling over from traditional finance.
Regulatory Paradox When retail investors hear 'compliance' and 'regulation', their first reaction is negative, believing it goes against the spirit of Crypto. This is entirely a retail investor mindset. For giants like BlackRock and HSBC, their only barrier to entry is legal risk.
Don't envy others for doubling their money in a day: In the Sui ecosystem, the real hundred-fold opportunity is not the underdog.
Recently browsing Binance Square, there are all kinds of screenshots of trades. Some people became rich overnight in the Sui ecosystem Meme, while others leveraged and went bankrupt to zero. This extreme wealth effect has made many people envious, even leading to delusions that as long as they are quick, they can win. But in the eyes of Smart Money, this is simply picking sesame seeds and losing watermelons.
What you see as 'easy money' is mostly survivor bias. In a market with such high-frequency fluctuations in 2026, money earned by luck will eventually be lost through skill. However, there is a type of asset that transcends bull and bear markets, which is the 'infrastructure of casinos.'