回马枪

Seeing the artist and Hat Sister both predicting BTC to hit 30k
It's necessary to sort this out; if BTC really hits 30k, what should we do?
What assets should we buy to potentially outperform the market?

Gotta do some solid research to survive this bear market.

$WLD is on fire, up 1B in just 1 hour, from 4.7B to 5.7B
Who’s the whale buying in?

Who's out there leading the charge, standing tall and clear?

$three just hit a new high at 11M
The market is rallying, and projects with real substance stand out, especially during this narrative vacuum.

Shorting BTC is a gamble right now; with this market, I can't see any bullish signals at all.

Micro Strategy: Guys, I can't hold on any longer, I'm starting to get ready to pull out.

The myth of never selling coins has been shattered; Strategy has sold BTC for the first time!

Last week, they sold 32 coins at an average price of $77,135. While that's just a drop in the bucket of their 840k+ holdings, it’s a significant move. After all, if the biggest bulls can't hold, believers might get disappointed and choose to exit, adding uncertainty to the market.

Moreover, once the first shot is fired, it can trigger a broken window effect, and other institutions might follow suit. Just wait and see.

Short the hell out of it!
$btc #BTC

Is this really gonna pump?

I've been doing some deeper thinking about the Meme scene on the BSC chain these past few days.

In the beginning, BSC had no problem riding the Meme wave as a nascent chain, mainly just riding the coattails of the founding teams. That was fine; looking back at SOL's history, it started out similarly. SOL evolved naturally over time, of course, with some operational fingerprints along the way, but overall it was a market-driven evolution.

The issue with BSC is that the introduction of new tokens has forked the natural evolution path. Everyone wants to launch a coin, and everyone’s waiting for their turn, but the slots for new tokens are limited—who gets listed?

Here’s my conclusion, or rather my guess, which might not be right:

I suspect that Binance's listing team and the operations team are separate. This leads to a situation where those who handle listings don’t care much about operations, and those who manage operations don’t have the authority to list coins.

The listing team only looks at data—market cap, token distribution, that sort of thing. They don’t pay much attention to the narrative or the relative weight of the token, so they don’t really consider whether listing a particular coin could negatively impact the overall ecosystem of the chain.

On the other hand, those in operations do care. Maybe they want to list more tokens with different narratives, but they don’t have a say in listings.

It's frustrating for everyone involved. Fun and interesting tokens can’t meet the listing criteria, and not getting listed just leads to stagnation, with the ceiling getting lower and lower—it's a vicious cycle.

Looking back, if the listing team hadn’t pushed so many Binance concept tokens and had swapped in a couple of narrative-driven tokens—like one or two from the Musk concept—then the narrative around asteroids wouldn’t have played out this way. BSC definitely wouldn’t have been without a stable 1M ASTEROID token.

What’s AEON.XYZ that Binance just dropped 8M on?

LOL, Nina posted about YZi Labs investing in AEON.XYZ, and a ton of people thought it was that self-sovereign AI framework aeon, which shot from 11M to 14M.

Out of curiosity, I checked what AEON.XYZ is all about.

It’s another real-world settlement layer, but this one focuses on the AI agent economy.

So-called real-world settlement layers are all about making crypto spendable in everyday life, but the merchants receiving payments get fiat, so they don't feel the presence of crypto at all.

For example, if you use AEON to scan and pay for your meal with USDT from your Binance wallet, AEON converts your USDT to local fiat behind the scenes and instantly transfers it to the merchant’s bank account. The merchant has no idea you paid with U.

AEON focuses on AI agent settlement, supporting x402 and ERC-8004, enabling no approval, instant payments, and immediate service. For instance, if you want AI to order a bubble tea, book a flight, or need data for AI to write a paper, you just pay $0.05 for another crawlers' AI to grab web pages, and so on.

While AI agent settlements are their main narrative, AEON's big revenue still comes from real human payments, which are already mature and primarily happening in brick-and-mortar stores in Southeast Asia, Latin America, and Africa.

AEON Pay has processed 994,000 transactions, with a total amount exceeding $29 million.
Supporting over 50 million merchants.

Payments between AIs are still in early days, growing fast but making up a much smaller share, since AI payments mainly involve microtransactions of a few cents to a few dollars, like API calls, data exchanges, and agent collaborations, with extremely low fees, still in the scaling phase.

AEON is currently like a crypto version of Alipay, mainly earning revenue from real people scanning and paying, while AI payments are the growth point for the future, still in the nurturing stage. Once AI agents scale up, the A2A part will become the major revenue stream.

This 8M investment from YZi Labs is considered quite substantial and solid for this sector, indicating that YZi Labs is optimistic about AEON's AI real-world settlement narrative, providing the project with ample ammo for the next phase.

Binance Wallet has already integrated AEON; just hit Discover in the app and search for AEON Pay, connect your wallet, and you’re good to go. If you're in Southeast Asia or Latin America, you can give it a try and feel it out.

Sometimes you think there's some grand strategy or calculation behind a big event, but in the end, you realize it's the simplest thing; they really didn't think that much.

According to Forbes, it's hard to believe that our boy Huang Renxun doesn't have his own private jet. The only reason he wasn't on the list before was simply that he didn't call in to make the request...

The world is just this chaotic.

Is NFT dead? BAYC says not so fast

In the overlooked corners, the bored apes have climbed from a 5E floor to 10E in just two months, with over 6000E in trading volume in the last 30 days.

Bitcoin is bouncing around, and it feels like capital is pulling out of high leverage positions to seek relatively safe NFT plays.

However, considering the recent $Slop and $Upeg, this could also be a warm-up before a new narrative kicks off.

Gotta keep an eye out, right?

The most pressing issue for entrepreneurs right now is whether the AI I'm developing can actually do its job?
- It can!
- GG!
- It can't!
- Ok, let's take a closer look at whether the demand is real and if the pain points are legit...

I've seen a lot of posts about folks getting wrecked, and I've also taken a hit of a few thousand U lately.

In a bear market, you shouldn't be holding out; taking profit is the right move.
In a bull market, don't just take small profits; you gotta hold on to scale up your gains.

Anthropic can go for a Pre-IPO now, but don't just FOMO in blindly, keep an eye on the risks.
1. It's a valuation game.
Anthropic is in talks with institutions to raise $30-50 billion in new funding, with a post-money valuation potentially hitting $950 billion.
MSX is calculating based on this valuation, but the real question is whether investors buy into it; if talks fall through, the valuation could drop below $950 billion.

Additionally, Anthropic recently warned that SPVs/tokenized transfers not approved by the board are void, leading to similar products crashing by 30-50%. While MSX claims to be working with Republic and using a compliant SPV, there's no evidence to confirm that this specific batch got the board's green light from Anthropic. If Anthropic doesn't recognize it later, you might have to settle at secondary market prices or internal NAV. Whether you can offload it is still up in the air; the risk here is pretty substantial.

What exactly is the AI autonomous framework AEON that has caught the attention of A16z partners?

Checked out the $AEON project on base, claiming one-time setup and lifetime management.

Downloaded the source code and took a look.

Simply put, it’s an autonomous backend agent pieced together using SKILL files + scheduled tasks + Claude.

The highlight is using GitHub Actions (think of it as a temporary server; when you need a server, GitHub lends you one, then shuts it down when you're done, and it's free) to run.

The process is that GitHub Actions wakes up automatically every 5 minutes to check for tasks.
If there’s a task, it finds the corresponding skill; 117 skills are already written on what the AI should do, how to do it, what tools to use, and what format to output.
Claude follows these instructions to complete the tasks.
Once done, it submits the results to a folder.

Another highlight is its self-healing mechanism.
After each run, another small model, Haiku, scores the results (1-5 points).
Heartbeat skills check several times a day: for instance, where it might be stuck, if there are any failures, etc.
If there’s an issue, it automatically triggers a repair mechanism, which essentially modifies the broken SKILL.md file’s prompts, adds rules, changes formats, fixes bugs, etc.

That’s why AEON can be left alone without monitoring; other agents require you to fix them, but it self-repairs.

Specific use cases: daily morning reports, monitoring coin prices and the market, generating tweets, summarizing research, reviewing code, and monitoring projects.
For example, you can set it to search for the top 10 web3 hot news stories every day at 8 AM and write tweets about each one.
Then you just come back to collect the harvest around 8 AM.

This project is still quite niche; it feels like Hermes is a company, and AEON is like a small secretary pulled from the company to do specific tasks.
The official team made a comparison chart with Hermes and lobsters; you can see the image below.

Community users praise it as the most autonomous backend agent.

It’s perfect for individual users and content creators who don’t want to manage servers and just want results.
Ideal for those needing automatic morning reports, market analysis, and tweet generation.
Not looking to mess around with VPS or Docker.

The market cap of $AEON is currently 3M, and it has already caught the attention of some big players, such as A16z partner Marc Andreessen.

Do your own research; I’m just here to clarify the project~

This design is great in a one-sided market, but if it's a choppy market, you're in for a rough ride, it will eat away your profits.

For example, if you buy the leading coin $ALT with 5x leverage going long on HYPE:
Day 1: HYPE rises by 10%
→ Your coin, thanks to the 5x leverage, rises by 50% (for instance, $100 → $150)

Day 2: HYPE drops by 10% (back to the original price)
→ Your coin, with the 5x leverage, drops by 50%, but this time it's off the $150 base → a drop of $75
→ You end up with $75

Result: HYPE goes up and then drops back to where it started, but you've lost 25% of your cash!

Plus, this platform uses dynamic balance leverage to avoid the traditional leverage liquidation issues; during extreme volatility, it will force adjustments.

The greater the volatility → the more frequent the dynamic balancing → the more pronounced the wear and tear.
Strong one-sided trends → less wear.
Back and forth choppiness → the worst, with the most severe wear.

This leads to nobody wanting to hold long, it's naturally counter to diamond hands.

Additionally, the devs issuing coins on other platforms don’t lose money, at most they lose some fees; with this design, the devs can also lose money, if the coin direction is wrong, it’s game over, that's just insane.

My take is that this platform won’t have much of a future, at least it’s unrelated to retail traders; maybe there will be some games between big players and whales, but that’s not within our scope of interest.

An AI agent designed for weight loss drugs just launched a token, raising $15 million in 5 minutes.

The DeSci + AI project peptai_ launched the $PEPTAI token yesterday on Base.
$PEPTAI is an initiative that uses AI to automatically discover new drugs, specifically targeting peptide medications, like the active ingredient in semaglutide weight loss drugs.

After diving deeper, it turns out that the AI first designs new peptide sequences and then validates the designs through 8-9 checkpoints (like checking structure, activity, etc.). If it passes all the computational checkpoints, the validated candidates are sent to offline labs for synthesis and combination experiments, costing around $1,500 for the wet lab tests.

All AI design processes and validation results are recorded on-chain, allowing anyone to verify them. This is the essence of decentralized science (DeSci).

The $PEPTAI token is used for incentives, governance, and payment of experimental costs.

The partnered offline lab is Adaptyv Bio in Switzerland, which has raised $8 million in seed funding and has collaborated with many AI protein design teams and major pharmaceutical companies. They have even hosted public protein design competitions, so they are not just a random small workshop; they are one of the leading cloud labs in the AI + wet lab closed-loop.
Moreover, they have a dedicated x402 interface that supports machine-to-machine auto-ordering.

Typically, the standard process for new drug development is from R&D → wet lab (in vitro) → animal testing (in vivo) → clinical trials (human) → market launch.

PEPTAI aims to drastically reduce costs and timelines in the R&D phase using AI, combining AI + blockchain + real biological experiments to disrupt the trillion-dollar drug discovery market.

However, it’s important to understand that the success rate for new drug development at each step is very low, with an overall success rate of about 1 in 5,000 to 1 in 10,000 from R&D to market. The subsequent steps become increasingly costly and stringent, with drug development timelines starting at 10 years.

Do your own research!