SabTheTrader

🧵【玩转链第 6 弹】Lorenzo Protocol: "Financial Alchemy" on Bitcoin, is it the Holy Grail of DeFi or an incomprehensible black box?

When reviewing various protocols in the BTCFi track, Lorenzo Protocol @Lorenzo Protocol $BANK is worth paying attention to. Skipping market sentiment, three core logic points are sorted out from the fundamentals for rational reference:

1️⃣ Backing by investors and liquidity certainty
Binance Labs led the investment, and it was the first IDO project of the Binance Web3 Wallet (April 2025). Projects that have passed Binance's due diligence inherently filter out many non-systematic risks.

▸ Other core investors:

HTX Ventures (Huobi Investment)
Foresight Ventures
NGC Ventures
ABCDE Capital (a fund founded by Du Jun and BMAN, sensitive to technology projects)
ArkStream Capital, Waterdrip Capital, etc.

▸ Current status (as of the end of 2025):

The project has issued its token (BANK) and is already trading on platforms like LBank, Biconomy, PancakeSwap.
TVL (Total Value Locked) once surpassed $600 million in March 2025, demonstrating strong capital absorption capabilities.

2️⃣ The team's "financial engineering" gene
Looking closely at the team's background, the Founder has experience in top market makers Jump Trading and Akuna Capital. This not only represents coding ability but also signifies top-level financial engineering thinking. They are not just doing simple nesting; they are reconstructing on-chain returns using TradFi's quantitative logic.

3️⃣ The elevation of product narrative: OTF
Lorenzo has moved beyond simple LSD competition, shifting towards "on-chain asset management." Through OTF (On-Chain Traded Funds) and a principal-interest separation mechanism, it has effectively become a platform for issuing structured products. This infrastructure capable of carrying complex strategies is the real reason Smart Money is willing to enter the market.

💡 Conclusion: In the current market conditions, this kind of "regular army" with strong investor backing and high technical barriers is worth adding to the core observation list.

#lorenzoprotocol $BANK #BTCFi #BinanceLabs

A new week has started again. This Tuesday, there will be non-farm payrolls and PMI, and on Thursday, there will be CPI. It should be an exciting week! 😆

Last week, the $NQ was adapting to the new system and ended up being a flat week, but overall there was progress. After the system integration, stop losses have become more stable; in crypto, I only made the trade with $ZEC. My half marathon training is not going well; I only ran 20 kilometers (this week I need to run 49 kilometers).

This week, I will continue to trade $NQ steadily, and in crypto, I will look for opportunities every day. I hope to update a video as well, hehe.

Last week, I also started the habit of not looking at my phone when I wake up. I meditate for 10 minutes first, then drink coffee and exercise before starting to scroll through my information feed, which makes my mind feel a bit more relaxed.

So I plan to keep this habit going, reducing the time spent scrolling through information feeds, at least minimizing the impact of information feeds when I wake up and before sleeping. If you've been feeling tired from scrolling lately, I recommend this method to you; sticking to it for about 3 days should make a noticeable difference. 😆

The picture shows a snowy day, taking two little ones downstairs to play in the snow, leaving cute marks from the little ones. It looks like this year will be a very cold winter, and I hope the stray animals can safely get through the winter. 🍀 Wishing friends a wonderful week! 🧡

#交易周报 #NQ #加密货币 #非农就业数据 #CPI数据

【Playing with Chains Volume 5】🔥 Breaking News! YGG Play Launchpad is now officially launched! 🚀

Everyone, in this world, finding a job is hard, but finding fun is even harder. But what if I tell you, there’s a way to have fun that is more professional than your job? Do you believe it?😏

As a leader in the Web3 gaming field, Yield Guild Games (DAO) is not just an ordinary "gaming community"; it is a DAO—Decentralized Autonomous Organization! Doesn’t that sound very “philosophical”? In simple terms, it means everyone acts as a boss, specifically investing in NFTs in the virtual world.

Now, the YGG Play Launchpad is officially launched! 🚀

In the past, you could say playing games was “not a serious business,” but that’s no longer the case. In YGG, there’s a treasury, there are SubDAOs, you can engage in liquidity mining, pay network transaction fees, and even participate in network governance and staking. What does this mean? It means turning “play” into a serious asset management!💼🎮

So, don’t hesitate any longer, hurry to the Launchpad and explore your favorite YGG Web3 games. In this metaverse, you’re not just a player; you’re also a builder.

In short: Play with a professional attitude, discover the next potential blockbuster, and redefine the future of gaming with players from around the world!🎮✨🏃‍♂️💨

#yggplay $YGG

$PIEVERSE
Friends who have completed the PIEVERSE Booster task can claim it now🧡

🧵 【Playing with the 4th Edition】USDD: Brother Sun's "Federal Reserve" Dream, is it a DeFi golden shovel or a ticking time bomb?

As a trader, discussing products from the Tron ecosystem always brings mixed feelings. However, after reviewing the latest in-depth report on USDD @USDD - Decentralized USD , I feel it's necessary to set aside biases and reevaluate this "decentralized stablecoin" from a profit-loss ratio perspective.

1️⃣ No longer the "mud dog" of the past
Many people's impression of USDD is still stuck in its initial issuance phase. But data doesn’t lie: USDD is now an over-collateralized stablecoin with a collateralization rate exceeding 200%. TDR holds over 600 million dollars worth of assets (BTC, USDT, TRX) as a safety net. A 200% cushion is indeed stronger than many who play with air.

2️⃣ This is a "clear card" bet
The core advantage of USDD is quite straightforward: yields. The APY of sUSDD can reach 6-12%, which belongs to the “high-interest zone” on-chain.
But the risk is also transparent: TRX accounts for as much as 53% of the reserves.
This means that playing with USDD is essentially bullish on the Tron ecosystem. If TRX crashes, the so-called over-collateralization will shrink. Therefore, this is not just saving money; it more resembles a Carry Trade with hedging characteristics.

3️⃣ Where is the future Alpha?
According to the 2025 roadmap, Brother Sun is planning big moves:
• January 2025: Upgrade to 2.0, introducing a more complex treasury mechanism.
• September 2025: Dive into Ethereum (Ethereum PSM).
This means that USDD will no longer just be a “chip” on Tron; it aims to grab liquidity on Ethereum. If multi-chain connectivity can be achieved, the issue of liquidity discount may be alleviated.

👨‍💻 My conclusion:
If you are a coin hoarder pursuing ultimate security, USDC/USDT remains the top choice;
But if you are skilled at managing risk and want to earn some excess returns in the Tron ecosystem, USDD is a good DeFi golden shovel.

The key point is: do you believe in Brother Sun's ability to pay?

#usdd以稳见信

Just opened Binance and found out that I can trade $XAUU gold on it soon, hahaha 🤣 feels a bit like breaking the dimensional wall 🤣

$NIGHT It's not easy, took a whole day. Originally set to sell at 0.077, but after thinking about it, I decided against it and eventually set it to sell at 0.0667, sold for 40U😊

A grateful heart🍀

Not easy, waited from August 25 to November 23, a full 3 months, I finally waited for $HYPE
to come pick me up at 30.596 🤣

Successfully bought my favorite spot at the right position, happy 😆

Entered 3 positions on August 25 (weekly ob held for two weeks), October 19 (returned to weekly 0.5 + at that time influenced by online sentiment, originally set to enter at 28.445 😅), November 23 (near weekly 0.618 + liquidity position).

I am satisfied with the final adherence to the trading plan for this trade, but not satisfied with the entry on October 19. In short, it's another experience gained.

Next, I will just leave it alone~ Hehe 🍀

DYOR.

Today's airdrop threshold is 256 points... Who is receiving it...😅

#ALPHA

The market is like this, and over the weekend, cryptocurrency $BTC $ETH probably won’t do much either. So let’s spend some quality time with family, go out for a walk, breathe in the fresh air, and recharge a bit🍁

Wishing everyone a happy weekend💦

What plans do you all have for the weekend!

#比特币波动性

I woke up early to see that it has fallen off, and it has already been sold.

Bought some $ENSO

Reason:
Stablecoin USD1 supported by Trump collaborates with ENSO to expand its DeFi influence across different blockchains

————————————
2025-10-28 01:00:49
#trump #ENSO

Yesterday I lightly shorted $GIGGLE
The risk-reward ratio of 3R is still acceptable.

However, the recent market is really hard to understand, so it's better to do less,
$NQ is the same, understand it before entering, protect your bullets.

🚀 $RIVER Soaring Hidden Opportunity After 5 Times Increase! Binance perpetual contracts are online, can you still catch up with $RIVERPTS?

Missed the RIVER breaking $10 ATH? No need to FOMO! The real game has just begun, the key lies in your River Points ($RIVERPTS)!

👉 Ordinary User $RIVERPTS Sprint Guide:
1️⃣ Zero-Cost Player: Participate immediately in #River4FUN social tasks, through posting and interaction, start your S3 high-multiplication points mining!
2️⃣ Long-Term Holding: Remember, the longer you hold $RIVERPTS, the more it converts into $RIVER !

At this moment, you might have the same doubt as me:
How many $RIVERPTS can be exchanged for one $RIVER ❓

The situation is: Due to the dynamic airdrop conversion of RIVER, the conversion of $RIVERPTS into $RIVER is constantly changing.

I used my 164 $RIVERPTS earned in the past 4 days (up to October 26) as an example, so everyone can see clearly!

💡 Final Suggestion: We should now focus our energy on @River4fun tasks, expanding our $RIVERPTS quantity in a zero-cost way, and holding all our points until the conversion period ends.

Of course, if everyone has investable funds, you can also gain more points and voting rights by forming LP on the official website, providing more support to friends in the community.

Imagine, your $RIVERPTS could turn into real money tomorrow—let's start with River4fun!

@Riverdotinc

【Play with the Chain】Third Edition - HEMI 🚀

Most Layer 2 networks are addressing scalability, but Hemi ($HEMI ) takes a more clever approach: it is a modular Layer 2 that implements dual underlying guarantees of Bitcoin and Ethereum.

❓You might ask, what is a 【modular Layer 2】?

1️⃣Traditional blockchain ("monolithic" chains, like old ETH or BTC)

Problem: Traditional blockchains (for example: traditional Layer 1 networks) are like a "monolithic building that handles everything by itself." It has to do everything on its own: process transactions, store data, validate transactions, execute smart contracts.

Result: When there are many people (high transaction volume), this building gets congested, slows down, costs increase, and it is very difficult to upgrade.

2️⃣Modular blockchain ("division of labor" chains)

Solution: Modular means outsourcing the work of this building to specialized teams. It splits the functions of the blockchain into independent "modules" (like a professional construction team).
Core idea: Division of labor, each performing its own role, explosive efficiency.

At this point, you should understand a little bit, right? 😆

Thus, the dual-core architecture of "security + flexibility" like @Hemi gives it a unique narrative advantage in the current L2 competition.

This addresses the core pain point: it has both the mature interoperability and smart contract ecosystem of Ethereum, while inheriting the decentralization and extreme security of Bitcoin.

This "security + flexibility" dual-core architecture provides it with a unique narrative advantage in the current L2 competition.

If Hemi @Hemi can truly achieve outstanding scalability, it will become a "special forces" unit capturing the liquidity of the two largest crypto assets. It is worth deep tracking by tech enthusiasts and value investors! 📈

Do you think this "double endorsement" will become the new standard in the L2 track? 👀

#hemi $HEMI

#寻找两百个不同的币安人生 看到这个征文大赛，作为I人的我在每一次选择分享自己的故事时，都会有点不知所措。怎么说呢，一来是担心分享自己的故事会不小心传播了不好的能量出来，二来确实习惯了在人前都是积极的阳光形象。但是如果大家能在我的故事里，获取到些许前进的能量，我觉得那就达成了此次我分享的意义了。

我是2019年疫情开始的时候选择创业的，当时国内的疫情并没有很严重，但是已经有一次lock down，整体氛围还是积极向上的。Lock down的期间，我跟着先生买了BNB，对币圈也感到了好奇，但是没有深入学习，只是玩玩。当时的价格 $BNB 是8、9U。接着我们就放着没有管了。

时间到了2022年，创业失败，先生跟我把当时买的BNB卖了，发完了员工的遣散费后，就结束了公司。我们俩当时都感叹“好在当时有在低位买到了BNB”，这笔钱刚刚好够发遣散费给到初创时与我们并肩作战的员工。

接着，我们俩就背着200万的债务，继续两个人慢慢地把余下的尾货清掉，开始了我们的交易之路。为什么是进入交易圈呢？因为我们已经被实业整的伤痕累累，心太累太累了。

现在进圈已经3年了，我们俩还是一路扛着压力，一路跟圈内大佬学习交易的思路，传统的交易我们也在继续努力学习。持续努力、持续学习，相信一切都会变好的。✨

事实上，我们也在慢慢变好，没有暴富爽文情节，但我们找到了自己的节奏，一切都在往好的方向发展。今年7月份我的情绪也比刚破产的时候好了很多，感恩宇宙的眷顾，因此在Web3也交到了很多能量很好的朋友，真的很感恩。🍀

最近做得最漂亮的交易是 $PALU 。$币安人生 也进场了，但是进的位置没有很好，但也一直拿着。

以上就是我的币安人生啦，不知道你的是怎样的呢？

@rumour.app is really useful!

Before #Traderumour , I always felt that we small retail investors were the last to receive insider news; by the time Alpha reached us, the coin price had already skyrocketed! (Friends recently rushing to the BSC chain should feel this way!!! 😭

But I heard that Rumour.app @rumour.app is a rumor trading platform created by AltLayer, which allows everyone to turn the gossip they hear directly into tradable signals! Imagine if we could capture early signals about which Meme coin or which Layer 3 is gaining traction, wouldn’t that give us a chance to turn small investments into big ones?

For small retail investors, this is no longer a game of "insider trading." Now, you no longer need an invite from top VCs to get in on the new narrative early. Whoever can identify and bet on a genuine tip coming from KBW the fastest will gain a first-mover advantage. This is the "plugin" that 【Rumour.app】 offers to us small investors!

🚨🚨💥【Super Urgent Report】CZ has been pardoned! Earthquake in the crypto world! 🔥

U.S. President Trump has just signed a pardon for CZ! This century's big news, will $BNB $BTC soar to the sky?

Dear family! Sab is typing in shock! This is no longer a rumor, it is officially confirmed by the White House!

This is a super major event in crypto history, pushing the relationship between politics and cryptocurrency to the peak! The White House spokesperson also emphasized that this is a counterattack against the 'Biden administration's war on cryptocurrency', and praised that there is 'no fraud or identifiable victims' in CZ's case.

Although CZ has completed his sentence, this presidential pardon has completely changed the rules of the game! The market and regulatory landscape are about to be reshuffled!

Now the key point: what short-term impacts will this pardon bring? Come and vote to predict! The comments section is waiting for your analysis, let's go! 👇👇👇
#cz被赦免 #Binance #特朗普拜登 #BNB #Web3

DB: Trump pardons convicted Binance founder Changpeng Zhao: WSJ

TRUMP PARDONS CONVICTED BINANCE FOUNDER CHANGPENG ZHAO: WSJ

$BNB BNB directly a big bullish line, impressive impressive!