web3 龙猫

GM, my friend,🧧🧧🧧
congratulations on ETH reaching nearly 3860. Keep going up and send red envelopes to everyone. 🧧🧧🧧
Please follow me, thank you.

The gold has reached 5000, and many people say they regret not buying gold. In fact, it's not regret, it's just a sudden craving.
😭

Do you want to know why you missed out on gold, just like you missed out on BTC back then?

It's super simple, don’t go all in, don’t take out loans. Just ask yourself one question: Last year, if you were told to try a 30% position, would you have dared?

Most people wouldn't dare. Because what people want is never opportunity, but the placebo of 'buying and immediately gaining.'

If it rises: I knew it would.
If it falls: Good thing I didn’t buy.

BTC was called 'too unrealistic' back then, and gold is now called 'too expensive.'

Excuses may change their appearance, but people do not change.

So the mistake we make is not missing the opportunity, but missing the moment when we needed to bet on our conviction.

The 0% party will never turn around.

Have you started the project as consultants?

Level up to 4, number of transactions, small hands are numb from clicking.

For those who haven't started, hurry up, you can still trade USDT/USDC pairs for now, first get the GP out, and come back to play once the roulette is well maintained.

Portal: www.tradegenius.com/ref/HONOP2

Has spring come to the square?

To be honest, I have feelings for UXLINK.

When I entered this circle, it was my 'road of arrival', and I met many KOL friends through UXLINK, and also participated in investments. I had a pretty good return at one point.

However, after the hacker incident this year, the coin price has been declining, and the market sentiment has obviously cooled. In times like this, the project's 'underlying actions' become even more important.

Today I saw they released a new governance proposal on Snapshot: to use at least 1% of the monthly project profits to repurchase $UXLINK and put it into strategic reserves.

The core idea is very simple, which is to convert monthly profits into continuous value capture, rather than just telling a growth narrative.

My current expectation is also very simple: don't rush to tell a new story, first solidify safety, products, and ecology one by one. If the repurchase mechanism can be executed long-term, it at least shows that the team is still seriously working to re-establish the project.

I hope UXLINK can continue to build up and slowly bring back confidence and price to high points.

According to official news, the decentralized GPU computing network Nosana has officially entered the stage of ecological expansion and scaled operation.

Data shows that the network has successfully integrated thousands of GPU nodes, aiming to provide global AI developers with computing solutions that reduce costs by up to 6 times compared to traditional cloud services.

In a decentralized computing infrastructure market worth $14.6 billion, Nosana is rapidly growing into a key player.
To enhance its competitiveness, Nosana recently completed significant upgrades to its toolchain, significantly optimizing deployment management and container support experience. Meanwhile, its global ecological layout has expanded to core markets such as Singapore and Hong Kong.

At the community and token economics level, Nosana incentivizes community participation through events like "Nosvember" and builds a shared development ecological model based on staking mechanisms.
It is worth noting that the network also contributes some computational power to the Folding@Home project to support cutting-edge research such as protein folding.

With the continuous enhancement of its node quality, developer community, and token utility, Nosana is steadily advancing towards a global leadership position in decentralized AI inference infrastructure.

Official website: nosana.io

Recently, a Korean investor on Binance Futures, NAMSEOKHEE, has made operations that can be described as quite bold and crazy. Initially, he was focused on holding 20 altcoin contracts, but the latest update is that this number has skyrocketed to 105!

This guy has completely bet on the arrival of an altcoin season, putting his entire fortune on long positions in altcoins. His margin for each altcoin contract is about $2,000 to $3,000, and this frequent and large-scale long strategy shows his extreme optimism about the altcoin season.

What is even more shocking is the earnings situation. According to data circulating online, his return rate has surged from an initial 134 times to a staggering 1,400 times in a very short period, which can be described as a very rare high return. This kind of earnings curve is indeed a typical case of high risk and high return in the cryptocurrency circle.

When everyone sees such high returns, it is still important to be rational. High-leverage trading is not suitable for everyone and is certainly not guaranteed to be profitable. Investment requires caution.

The legendary cryptocurrency story of the insider brother ultimately ended in a total loss. He used a principal of 3 million and made a staggering 29 million in just six months, but ultimately faced a liquidation due to high leverage shorting, especially after a $475,000 ETH short position on GMX in early August, resulting in a total loss of 32 million including the principal and interest.

This is truly a bloody lesson in high-leverage trading, warning all cryptocurrency traders that leverage can amplify gains but also instantly amplify risks. Risk control and stop-loss strategies are the keys to survival.

BMNR has become the world's largest ETH reserve company in just 35 days, currently holding approximately 833,137 ETH, valued at nearly $2.97 billion. Their goal is to acquire 5% of ETH's circulating supply.

Behind this, former chairman of Legg Mason Capital, legendary investor Bill Miller, has become a shareholder of BMNR, further confirming the strong interest of large institutions in ETH. Just as he invested in MicroStrategy's shift to a Bitcoin strategy back in the day, this time he is targeting Ethereum, which will undoubtedly affect market sentiment.

Currently, the ETH market is experiencing a new wave of institutional FOMO: trading is active, with daily trading volume reaching $1.6 billion, ETH exchange reserves have dropped to a 9-year low, and ETFs continue to absorb large amounts of ETH.

Statistics show that ETH ETFs have absorbed 1.6 million ETH, while only 72,000 ETH were newly issued during the same period, and this supply-demand imbalance could lead to substantial price shocks. Although Wall Street is heavily shorting ETH, more institutions are quietly accumulating at low prices.

This clearly indicates that ETH's position as a strategic asset is becoming increasingly prominent. Institutional buying enthusiasm is high, and more companies will follow suit in the future. For us, holding onto our ETH is crucial; do not easily hand over chips to these institutions. Be wary of short-term fluctuations in the market, but keep an eye on the long-term trends of institutional positioning.

The trend of institutional investment in crypto assets is really obvious

Recently, Web2 capital has been continuously pouring into the crypto market. For example, MicroStrategy raised over $28 billion through bond issuance to buy Bitcoin and increased its total holdings to 628,791 BTC, with an average cost of $37,800.

On the ETH side, SharpLink has also been active, purchasing 77,210 ETH in late July, totaling nearly $2.9 billion. Now they hold 438,190 ETH, definitely a big player.

Other listed companies like Metaplanet and Canaan Technology are also treating BTC and ETH as strategic reserves. Even Chase Bank has partnered with Coinbase to allow 80 million users to directly purchase coins with credit cards. What does this indicate?

It indicates that traditional finance can't resist this wave, and institutions are really accelerating their entry; the bull market is far from its peak.

Breaking News: SEC Chairman Paul Atkins officially announces the launch of "Project Crypto"!

This marks the beginning of a new era in U.S. cryptocurrency regulation, aiming to make the U.S. the "Crypto Capital of the World". This is not just a slogan, but a systematic strategy.

Atkins has proposed five core pathways, full of insights:
1. Attracting digital asset issuance activities such as ICOs and airdrops back to the U.S.
2. Allowing "Super-Apps" to provide one-stop trading for all types of assets, which will be a significant leap in user experience.
3. Deepening the embrace and support for DeFi and on-chain infrastructure.
4. Expanding users' self-custody options, giving investors greater control over their assets.
5. A complete transformation of the regulatory model, shifting from a "law enforcement first" approach to a "rules first + innovation exemptions" approach, which means a clearer and more predictable regulatory framework in the future.

It is reported that the SEC plans to release supportive regulatory drafts by the end of the year, which is undoubtedly a welcome relief for the entire cryptocurrency industry. It signifies that U.S. regulators have finally recognized the incompatibility of old securities laws with digital assets and are actively seeking to build an innovation-friendly framework suitable for the 21st century.

Recently, the Bitcoin market has been quite interesting. Although Powell's speech was hawkish, $BTC quickly rebounded from a short-term pullback, returning above $117,200, which shows that the market still has resilience.

However, from my observation, near the price of $117,000, there are over 730,000 bitcoins accumulated, which is not a small number. The high concentration of these chips poses a potential risk of forming a game of speculation. Once large-scale buying and selling occurs, the volatility could be significant.

On-chain data shows that the current FOMO sentiment in the market has dissipated a lot. There is no longer the aggressive influx as before; everyone's buying and selling behavior has become more rational, entering a sort of balance of 'less selling, less buying'.

However, don't forget that the gap at $112,000 has not been filled yet, which historically often indicates a tendency for prices to revert, so the risk of a pullback still exists.

Overall, in the short term, $BTC may continue to fluctuate around the $117K area. Be mindful of the risks.

666

Recently, there is an interesting phenomenon in the industry. On one hand, yield-bearing stablecoins are emerging strongly, such as RWUSD launched by Binance, which directly brings over the 4.2% annual yield of U.S. Treasury bonds.

This thing directly uses U.S. Treasury bonds in RWA as backing, supports USDT/USDC subscriptions, allows for 1:1 redemption of USDC, and is still a principal-protected product, posing quite a challenge to traditional non-yielding stablecoins like USDT. After all, who doesn't love high returns?

On the other hand, there is a booming combination of AI and DeFi, like Allora Network, which aims to use AI agents to address yield erosion in DeFi by dynamically adjusting strategies through predictive pricing to cope with volatility and funding rate changes. TheoriqAI is also working on intelligent agent collaboration, intending to solve the AI hallucination problem, making AI more reliable in decentralized networks.

AI will either transform finance (high-yield stablecoins and AI-optimized DeFi) or be transformed by finance (the reliability challenges of AI itself in financial scenarios). These are probably the two major trends of the AI era.

Recently, Bitcoin $BTC has been fluctuating around $117,000. Although market sentiment is somewhat cautious, there has not been significant volatility, mainly due to a relatively low turnover rate, so it remains in a stalemate.

The tariff issues between China and the United States have been extended by 90 days, which has alleviated a lot of the trade tension. At the same time, the European Union and the United States have also reached a 15% tariff agreement, and the market's reaction has been relatively stable.

However, this week the real focus will shift to the macro level, especially the Federal Reserve's interest rate meeting, PCE data, and non-farm employment data. Everyone is closely watching how Powell will express himself, hoping to gain some guidance on future monetary policy.

Recently, the market funding game for $ETH has been exceptionally intense, and the movements of institutions and large players are worth paying attention to.

SharpLink Gaming made another significant purchase of nearly 77,000 ETH over the weekend, valued at nearly $300 million, and all of it was staked. This undoubtedly shows their long-term bullish confidence in Ethereum and brings to mind MicroStrategy's $BTC strategy. This purchase volume even exceeded Ethereum's net issuance over the past 30 days.

At the same time, some data shows that the HTX wallet has a large amount of ETH redemptions, which may reflect some profit-taking or asset adjustments.

Interestingly, a mysterious whale opened a short position on 20,000 $ETH with 20x leverage, clearly indicating a divergence in market sentiment regarding short-term trends and signaling potential liquidation risks. This back-and-forth funding game is both a reflection of confidence and a warning of risk.

Map = Coin, and then you can open a map once every 24 hours, opening a map only consumes gas. Currently, a rare map has a maximum of 0.8b, a cost of 5u, and a multiplier of 130x

🧐This morning, I was guided by community members to enter $BMP, starting with one token and one image

@bitmappunksnft project $BMP recently successfully broke through a market value of $10 million, and announced yesterday a collaboration with @LordCheems_bsc

The project team has shown strong confidence and ambition, believing this is just the beginning, and revealed their next goal of reaching a market value of $50 million

In fact, the core driving force behind this, in their own words, is the "pure passion" that most projects lack. It is this enthusiasm that has attracted a large number of loyal fans for long-term holding and has shaped an active and resilient community ecosystem

Those interested can do some research.

The suspension of tariffs between China and the United States for 90 days is quite an important piece of news. This extension avoids a direct 'hard clash' between China and the U.S., giving the global market an additional 90 days of imagination space, and allowing risk assets to have a nice rebound window in the short term.

It's like giving the market a shot of 'stimulant.' Overall macro sentiment has improved as a result, as evidenced by movements in both the Nasdaq and the S&P 500.

For our crypto circle, the benefits are also quite evident: both $BTC and $ETH have shown breakthrough opportunities technically. I've seen many friends also saying that the sentiment in the crypto market is clearly warming up, and market confidence is gradually recovering.

The last time such news came out, many predicted that $BTC could exceed $100,000. Although it may not be that quick, the market liquidity will increase significantly this time, coupled with expectations of a weaker dollar, which is definitely favorable for risk assets.

Moreover, it means lower risks in import costs, which also supports industries like semiconductors and global retailers.

Of course, everyone should also be aware that this is only temporary; we still need to see the negotiation results after 90 days.