Everything you want to know will be here: Group ↓ 币安Alpha讨论
Which wear should I farm today with the lowest wear? Score statistics tool? How to unban after being banned? How to prevent getting stuck? Is the airdrop/TGE worth claiming? Simple big毛 airdrop sharing?
When the group reaches 1000 people, the red envelope password will be announced.
The market has indeed inflated the concept to the ceiling. At this stage, we can really only return to the fundamentals of $BTC : team execution, product practicality, and user growth data.
Projects that rely solely on narrative are basically swimming naked. When the tide goes out, you will know who is really working and who is just cutting leeks.
The problem is that most people are still looking for the next hot concept instead of studying which projects are truly valuable. This inertia of thought cannot be changed, and they can only continue to be harvested.
Old-school GameFi projects like YGG are still talking about Skill-to-Earn, which is really just a rebranding without any real change. It is basically a packaged upgrade of Play-to-Earn, and the essence is still the old path of token economics.
The technical side is oversold combined with a bearish MACD; this combination is most common at the end of a bear market: project parties desperately telling stories to try to pump the price, but the funding side just won’t buy it. What Web3 game infrastructure sounds sexy, but how many truly breakout chain games are there now?
I got tired of words like community building and education plans back in the DeFi Summer of 2021. What the market wants now is not education, but real profits and playability. The model of YGG that relies on renting NFTs does need to find a new story in the current environment, but the success rate of transformation is really not high.
The concept of asset on-chain has really been overused. The market is basically waiting for a new story that can get everyone excited, but this RWA narrative has been told for two years, and aside from a few top projects, the rest are just riding the concept.
The real issue is that the compliance costs and technical thresholds for traditional asset on-chain are much higher than these project parties imagine. Most so-called "asset on-chain" projects are essentially still playing a tokenization game and are not really solving real-world pain points.
$BTC What the market is lacking now is not the concept, but application scenarios that can generate real cash flow. If asset on-chain is only for the sake of being on-chain, then it is no different from the previous NFT bubble.
The price performance of INJ is basically a typical technical narrative project: it sounds fantastic but is executed poorly.
EVM compatibility and MultiVM sound very appealing, but how many developers are actually building on it? Most so-called "ecosystem expansions" are just paper data; actual users and TVL are the hard metrics. No matter how cleverly designed the token economics are, without real demand to support it, it's just self-indulgence.
The current price of 5.54 actually reflects the true attitude of the market: institutions may be interested, but retail investors are not buying in. Technical indicators show selling pressure, indicating that even technical analysts are bearish on the short-term trend.
The problem with such projects is that they want to do everything for everyone, and in the end, it becomes nothing for no one. Instead of focusing on what MultiVM architecture is, it’s better to look at what real problems it can solve and how many people are actually using its products.
The cryptocurrency world is really like this: newcomers come in like headless flies, looking for teachers and groups everywhere, and in the end, they panic and follow various recommendations.
I've seen too many of these tragedies. The cases of families being ruined are countless, especially those who borrowed money to gamble, losing their homes. Short-term trading, to put it bluntly, is pure PVP; your profit is someone else's capital.
Bringing people into short-term trading? That's truly a sin. If you make money, they'll think you're hiding profits; if you lose, they'll curse you and your ancestors. The key is that everyone's mindset and execution ability vary greatly; the trades you can hold onto, they've already been washed out.
Those who shout recommendations every day are either trying to cut the leeks or have never experienced a real crash. Those who truly understand know: you can't do harmful things, especially things that could harm a family.
🔥 Current market guide (2025 passive income version) $BTC : After rising to 92,000 during the day yesterday, it retraced, and after the U.S. stock market opened at night, it fell below 90,000; December 10th is the last chance to sell off before the interest rate cut! $BNB : Following Bitcoin's fluctuations, it fell below 900 dollars again at night; next year will be a complete bear market, and around 900 is a great liquidation position! $ETH : Stronger than Bitcoin and has stood above the 3100 mark, with 1.16 million Ethereum queued for staking; must liquidate before the interest rate cut!
Some important news from yesterday: 1. BitMine increased its holdings by 138,452 ETH last week, with total holdings exceeding 3.86 million. 2. Tether issued 1 billion USDT on the Tron network. 3. XRP spot ETF had a net inflow of 231 million dollars last week, continuing a net inflow for 4 weeks.
Back to today's daily BTC technical analysis, from the K-line perspective, the 1-hour level is down, the 4-hour level is down, the 12-hour level has a high probability of rising, the daily line is up, with intraday pressure at 93,500 and support at 87,000 dollars.
Disclaimer: Personal operation diary, not investment advice! This article comes with a 50% counter-indicator buff; don't blame me if the market hits back.
$SOL indeed started with memes, but now the infrastructure is almost laid out: DEX, lending, and NFTs are all available.
The real problem is that the lifecycle of meme coins is too short, and the hot topics change too quickly. A project can be popular for three days and then fade away, which cannot support the long-term value of the ecosystem.
But if you look at the current situation, the narrative from DeFi Summer has already been played out; the market craves that fast-paced thrill. SOL at least provides retail investors with a relatively fair PVP environment, unlike Ethereum, which is monopolized by whales.
The key still lies in whether it can shift from pure speculation to actual application. At this stage, meme coins are just a traffic gateway; the focus is whether they can retain users moving forward.
The market's favorite slap in the face is those judgments of "it will definitely be like this." Just yesterday, they were shouting "the bull market is over" at $BTC , and today they are left doubting life.
The cryptocurrency circle truly embodies the extreme of human nature: when you think it's stable, it's most dangerous; when you think it's doomed, it often presents an opportunity. Those who make decisions based on habitual thinking are basically just giving money to the market.
The most typical examples are the two types of thinking: "this time is different" and "history will always repeat itself." The market loves to oscillate between these two, making it impossible for you to guess right. The ones who truly make money are those players who can quickly adjust their understanding.
Looking at the situation of this coin, AT, the position around $0.12 is indeed a key point. However, the overall market sentiment is quite cautious right now.
There is nothing inherently wrong with the oracle track. However, the hype around AI concepts has basically come to a pause. The timing to enter the market is not particularly good at the moment.
It is recommended to wait for a breakthrough of the previous high before considering entry. The current sideways consolidation makes it very easy to have false breakouts. Market funds are currently leaning more towards certainty opportunities.
If you really believe in this project, you can build your position in batches. But don't go all in at once. Recently, too many people have lost everything on small coins.
Binance Alpha will launch the Humidifi (WET) airdrop on December 9. Research and investment simplified!
Humidifi (WET) is a proprietary automated market maker protocol built on the Solana blockchain, acting as a 'dark pool DEX' that can conceal orders like institutional trading desks, optimize liquidity, and help you execute large trades with zero slippage, accounting for 35% of Solana DEX trading volume!
Funding: Specific round details are not disclosed, but approximately $4.4 million is targeted through the Jupiter DTF platform ICO. Launch time: Expected on December 9 at about 20:00 Beijing time. An estimated 246 spots available on a first-come, first-served basis, with a reduction of 5 spots every 5 minutes.
Tokenomics Token Name: WET Total Supply: 1 billion tokens (fixed cap) Initial Circulation: 230 million tokens (23% of total supply of 1 billion tokens), mainly from ICO public sale (10% fully unlocked), foundation (8% unlocked), ecosystem (5% unlocked), and community airdrop.
Distribution Structure (partially known, not fully disclosed by the official) Community & Ecosystem Incentives: ~50% 500 million gradually released for LP rewards and airdrops. Team & Advisors: ~20% 200 million with a 12-month cliff + 24-36 months linear release. Investors & Seed: ~15% 150 million with a 6-12 month cliff + linear release. Liquidity & Treasury: ~10% 100 million partially unlocked at TGE to support trading. Marketing & Partners: ~5% 50 million at TGE for promotion.
Price Prediction: Initial TGE price $0.069 (public sale price, FDV $69 million), short-term $0.10-$0.18 (1.5-2.6x potential, Binance launch + Solana hot money drive), with airdrop value estimated around $30-$60.
Binance founder Zhao Changpeng suggests that national leaders should buy Bitcoin as soon as possible. Old Zhao's words are indeed straightforward, but they are somewhat naive. For a country to buy $BTC ? It basically challenges the foundation of the existing monetary system.
On the U.S. side, the ETF has been approved, which essentially packages Bitcoin as a traditional financial product, providing a compliant entry point for institutional funds. But having the government buy coins directly? That's equivalent to saying "We acknowledge that there are issues with the dollar system."
China is even less likely to do this, with the regulatory stance being clear. Old Zhao, as the former CEO of Binance, seems to be promoting his own business by saying this. The real situation is: Central banks around the world are researching digital currencies, but it will absolutely not be the decentralized kind.
What the market needs is not government endorsement, but a true value discovery mechanism. Once the government enters the market, it may actually undermine Bitcoin's independence.
The spot trading volume has mostly been diverted to DEX, and traditional CEX can only rely on contract fees and liquidation to maintain operations. It's really ironic: the intention was to decentralize, but in the end, everyone still has to return to centralized exchanges to lose money.
This is the reality: DEX has solved the demand for spot trading, but for leverage, one still needs to find a market maker. Exchanges are also smart; they know retail investors love to gamble, so they design their entire product line around contracts. Fees, funding rates, and liquidation events, a set of combined tactics can make more money than selling spot.
$BTC The market is not lacking liquidity; what it lacks is the self-control of the retail investors.
This FF fundamental is indeed quite interesting. I looked into the integration of RWA; institutional funds are indeed entering the market.
However, one needs to pay attention to the timing of token unlocks. Many projects have a large unlock at the best fundamental times. Once market sentiment changes, selling pressure emerges.
The technical aspect looks okay in the short term. But I generally don't trust purely technical signals. It also depends on whether the overall market environment aligns.
At this position, I think it can be monitored, but control your position well. Don’t go all in just because the fundamentals look good.
The 30% drop in the pancake has basically wiped out many leveraged long positions, and now the cost for the bears is actually higher than that for the bulls.
The expectation of interest rate cuts has already been mostly priced in, and the real catalyst may be the restoration of market sentiment. At this position, the probability of a technical rebound is quite high, after all, there has to be a chance to catch a breath after continuous sharp declines.
However, that said, this round of decline has also exposed a problem: there really isn't much new capital in the market, and it's all relying on existing stock games. Once panic sets in, liquidity dries up instantly.
In the short term, the position of $BTC 9 should have support, but whether it can hold depends on the face of the U.S. stock market. After all, the correlation between BTC and the Nasdaq is still quite high.
When the group is shouting $BTC about the bull market returning, it is basically a signal that retail investors' FOMO emotions are at their peak. Really, at such times, smart money has already started to unload in batches.
The market is always like this: when everyone is shouting 'buy the dip' or 'the bull is back', it is often the most dangerous moment. The moment a consensus is formed among the crowd is the best time for a counter-operation.
I’ve always said that trading should go against human nature. When the group starts to celebrate collectively, you should not be thinking about increasing your position, but rather how to exit gracefully. After all, the consensus among retail investors is always a contrarian indicator.
I have also paid attention to this coin, KITE, before. From a technical perspective, it is rising but the momentum is weakening, which is actually quite dangerous.
Once the news of the exchange delisting comes out, liquidity is basically gone. No matter how good the AI concept is, without depth in trading support, price fluctuations can be very exaggerated.
Personally, I would not touch targets that have delisting risks. There are many choices in the AI sector in the market, so there's no need to gamble on a coin with liquidity issues.
I recommend everyone to focus on AI concept coins that are stably listed on mainstream exchanges for safety.
The business logic of exchanges is very simple: listing fees + transaction fee sharing, as long as there is trading volume, it means money. Really delisting those worthless coins is equivalent to cutting off your financial path.
Now this market is essentially: project parties pay protection fees, exchanges provide liquidity, and retail investors act as the bag holders. All three parties get what they need, forming a perfect ecological closed loop.
The abundance of altcoins is not an issue; the problem is that most people are still fantasizing about finding the next hundred-fold coin. The market doesn't lack garbage; it lacks players with self-awareness. Exchanges merely provide the venue, and how much you lose inside is your own business.
From a technical perspective, BANK indeed doesn't perform well. The data on capital outflow is very clear.
The concept of the Lorenzo protocol sounds good. However, there are fewer and fewer people in the market who buy into these innovative stories. Everyone is more concerned about the actual flow of funds.
Community sentiment is very important during a bull market, but it becomes less useful in bear or sideways markets. I've seen too many projects; no matter how strong the community is, if the technical aspects break down, it will still fall.
If BANK really has long-term value, then let's wait for the technical aspects to recover. At this position, it is basically a matter of licking blood from a knife edge.
Retail investors' money has indeed been harvested almost completely, but this does not mean that altcoins have no opportunity. The real issue is: what the current altcoin season needs is not small amounts from retail investors, but large sums from institutions.
You see, the market structure of $BTC has already changed. The strategies that used to rely on retail investor FOMO have basically come to an end. Now it’s an institutional game; they have money, but lack sufficiently attractive targets.
For altcoins to rise, there must either be genuine narrative innovation or sufficient liquidity support. It's not scary that retail investors have been cut; what’s scary is that project teams are still using old thinking to create new projects. The market isn't devoid of money; it's just that the money has become smarter.
The drop of YGG is actually not bad. It basically follows the overall market trend. From a fundamental perspective, their focus on building gaming infrastructure is correct. Web3 games indeed need better entry points and tools. However, the gaming sector as a whole is still relatively cold.
From a technical perspective, a 6% drop is not a big deal. The key is whether it can hold the critical support levels. If it breaks, caution is advised.
I have always been relatively cautious about gaming tokens. The market speculation is too cyclical, and the user retention rate is generally not high. Although YGG has a guild model, sustainability is still a concern. I suggest taking a wait-and-see approach. Consider entering only when there are clear catalysts in the gaming sector.
At this stage, forcibly pushing the market is actually a waste of bullets. Market sentiment has become numb, and no matter how much money is thrown in, it won't create any waves.
The truly smart money is just biding its time: letting retail investors slowly cut their losses and exit, letting leverage gradually get wiped out, and letting panic slowly dissipate. When no one is paying attention anymore, that will be the real bottom.
Right now, the sideways grinding movement of $BTC is actually the healthiest. It’s much more genuine than that fake V-shaped reversal. After all, a real bull market is always born out of despair.
Looking at INJ's recent movement, it actually aligns quite well with my expectation of "infrastructure coins catching up in the second half of the bull market." From a technical perspective, the MACD bullish crossover is indeed a good signal, but a high RSI also means that short-term profit-taking may be needed. It’s like a speeding car that has a lot of momentum but also needs to brake at the right time.
What's even more interesting is its MultiVM concept, which is somewhat like doing "compatibility" work in the Layer 1 track. There is indeed a demand for this in the current multi-chain environment. Just like a translator who can speak multiple languages, it is more valuable in international scenarios.
However, I will pay attention to two risk points: first, whether the ecological expansion speed can match the current valuation expectations, and second, while the RWA narrative is optimistic in the long term, the short-term speculation component may be heavier.
According to my trading habits, such infrastructure coins are more suitable for building positions in batches rather than a lump sum, after all, "a general who contemplates victory does not prepare for defeat first." Do you think this position is for chasing highs or waiting for a pullback?
Binance Alpha will launch the Midnight (NIGHT) airdrop on December 09, with a streamlined research version!
Midnight (NIGHT) is a fourth-generation privacy blockchain protocol in the Cardano ecosystem that uses zero-knowledge proofs (ZK) and a 'rational privacy' mechanism to achieve privacy protection for smart contracts. Simply put, it is the 'privacy version of Ethereum' in the Cardano ecosystem: using zero-knowledge proofs to completely hide smart contracts, revealing only the data you want to show, and airdropping all 24 billion tokens 100% to users on 8 chains. In short: a truly compliant and user-friendly privacy public chain has arrived!
Funding: $7.5 million Launch time: Expected around 18:00 Beijing time on December 9 Estimated 253 spots available on a first-come, first-served basis, with a reduction of 5 spots every 5 minutes
Token Economics Token Name: NIGHT (Governance/Utility Token) + DUST (Privacy Auxiliary Token) Total Supply: 24 billion NIGHT (fixed cap) Initial Circulation: About 2.4 billion (10%, TGE unlock portion, released progressively through Glacier Drop)
Distribution Structure: Glacier Drop airdrop: 100% 24 billion multi-stage release: Claim period of 60 days for full allocation, random unlock period of 90 days progressive (starting from Dec 10, 2025), covering users on 8 chains (minimum holding of $100) Foundation/Treasury: 0% (fully airdropped) 0 no pre-mining/VC shares, the foundation only manages the ecosystem
Price Prediction: TGE initial $0.02-0.05 (FDV $480 million-$1.2 billion), short term after launch $0.03-0.08 (1.5-2.5x potential, Binance/Coinbase dual launch + airdrop FOMO driven) Airdrop value expected to be around $30-60.
$BTC has fallen so much, it is indeed unlikely to continue falling. Market sentiment is already quite panicked, and the cost of short squeezing is far lower than the cost of short selling.
But the real question is: is this adjustment a technical pullback or a trend reversal? From the perspective of capital, the money that should have run has long since left, and what remains are stubborn bulls and bottom-fishing funds.
I think the key still lies in whether Bitcoin can hold its key support. If it can hold, altcoins will essentially be an opportunity to pick up money. If it can't hold, then we really need to prepare for winter. The market is not short of money, but lacks confidence and catalysts.
Another AI + oracle + multi-chain + RWA four-in-one concept coin has basically touched upon all current hot topics. This bundled narrative does attract attention at the end of a bear market, but the problem is: each concept is only superficially explored; can they really create differentiation?
I prefer to understand this technical signal rebound of APRO as capital searching for new PVP targets. Currently, altcoins are generally weak, and any project with a bit of imagination space is easily hyped. However, the oracle track already has giants like Chainlink, and new projects need to break through; merely relying on stacking concepts is not enough.
Market sentiment differentiation is quite normal, but the real question is: is this rebound a technical repair or is there substantial positive support? If it's just the former, then it's a typical诱多行情😂
The interest rate cut is really interesting: the market is always jumping back and forth between expectations and reality. Right now, everyone is guessing how the Fed will act, but the real question is where the liquidity has gone.
$BTC There may be fluctuations in the short term, but the market trend for next year is basically already on its way. The reason is simple: central banks around the world are injecting liquidity, and money has to find a place to go. With traditional asset valuations so high, the crypto market has instead become a relatively cheap choice.
The key is to see one thing clearly: the current market sentiment has already picked up, and the cost of short squeezing is much lower than the cost of short selling. Those who are still waiting for a big drop may be disappointed. The market is not short of money; what it lacks is a reason to enter, and the interest rate cut is the best reason.
Falcon Finance's technical rebound is basically a typical rebound that entices more buying.
RWA integration sounds very appealing, but the reality is: most so-called WA projects are just riding the concept. When staking rewards are ridiculously high, you have to ask where this yield comes from. Is it generated from real business, or is it a Ponzi scheme of moving money from one hand to the other?
The most critical issue is the token unlock, which is like a time bomb. No matter how interested the institutions are, they can't withstand the massive token sell-off. I've seen too many projects that were hot before the unlock, only to be directly halved afterward. The market has indeed picked up sentiment now, but whether projects like FF can withstand the next round of washout is really hard to say. The technical rebound and ecological narrative are both quite good, just don't mistake a short-term rebound for a long-term trend 😂