Louis的币圈马拉松

$PORTAL
— Dropping from $3.36 to $0.007: has this “Steam game” come back to life?

PORTAL is up 30.94% today, priced at $0.01566, with $366 million in 24h trading volume. Over the past 30 days, it’s gained 81.7%, rebounding 112% from the ATL of $0.007347 in late May.

This project has executed the most beautiful turnaround I’ve seen this year. First, it announced a merger with BLIFE Protocol in early June, backed by Animoca Brands and G-20. Then, Benjamin Charbit—the former Ubisoft game director for Assassin’s Creed IV: Black Flag—became CEO. The strategic focus has fully shifted from “cross-chain tools” to an AI-native game creation platform, with the Portal Studio beta already running.

On the technical front, it hasn’t fallen behind either. Interchain Swap V2 cut fees by 40%, while trading volume increased by 50%. The new wallet supports all EVM tokens. More importantly, the economic model—each swap charges a 0.3% fee, with 50% used for direct buyback and burn of PORTAL. Over 80%+ of the tokens are already in circulation, and the major unlock phase is basically over; the deflationary flywheel has already started.

GameFi has been dormant for too long. When everyone was shouting “the gaming track is dead,” PORTAL quietly changed its bones. My take: the narrative of cross-chain + AI + games as a three-in-one stack has a clear seat in the next altseason. Falling from $3.36 was the cost of underperforming execution—but at the current $0.015 pricing, it may have already priced in the worst-case scenario.
#山寨币热点

$GPS

A wallet gets hit three times—yet this security coin surges 40%?

Today, GPS is up +40.07%, with the price jumping to $0.01558 and 24h trading volume reaching $176 million. It has rebounded more than 240% from its December 2025 ATL of $0.004404, but it still has about 14x room to go before reaching its ATH of $0.2201.

This week, the Web3 security community has been in chaos: a SafePal plugin vulnerability leaked order data from 39.8k users; a Trezor logistics partner exposed delivery info for 11.7k customers; and Coldcard holders lost $750K BTC due to a compromised Google account. All three made headlines on the same day—GoPlus Security published three real-time incident breakdown posts, directly pushing GPS onto the hot search.

But this isn’t riding the hype—GoPlus is the real Web3 security infrastructure. With 30M+ daily API calls, coverage across 30+ blockchain networks, protection for 28M+ wallets, and 200K+ downloads for its Chrome extension. Just on August 7, it announced support for Robinhood Chain, and its security data has already been integrated into CoinMarketCap, Dextools, and Binance Wallet. It also launched a 500 million GPS security fund, and in the first batch, 400k GPS tokens were issued specifically in response to the GAIN malicious minting incident.

The messier Web3 gets, the more valuable security becomes. Other people’s disasters are GPS’s fundamentals. The Robinhood Chain partnership plus the ongoing expansion of its B2B integration network will make the security sector’s “must-have” demand increasingly clear. Around 56% of the total supply of 10 billion has already circulated, and dilution pressure remains within a manageable range.

AI is all competing for data, $SKYAI
is already ready to “sell shovels.”

Today’s top breakout is the underlying infrastructure that feeds AI with data—SKYAI. Its 24-hour contract gain is +47.00%. Price surged to $0.04729, with $170 million in volume. On BNB Chain’s AI data track, this is the strongest signal flare.

ATH: $0.8557 (May 6). Today’s price is still about 18x below the historical high. 1 billion circulating supply: 100% already circulated, with zero unlock pressure. The team holds zero tokens—meaning the “team dumps” option is off the table in the future.

Over the past two years, the AI track has rocketed from a $9 billion market cap to $27 billion. A 3x growth is already yesterday’s story. When 250k+ AI agents every day need to capture on-chain data, whoever can “translate” multi-chain data into models—whoever does that—is the AI era’s shovel seller. SKYAI uses an expanded MCP protocol to integrate with LLMs, and indexing for 1 billion lines of on-chain data is already completed. You see its long green candle today—it didn’t rise out of nowhere; it’s the result of the track’s collective understanding being repriced.

Yesterday +38%—you hesitated, today +81%—you slapped your thigh—$BLESS
Is this DePIN compute narrative just getting started?

Today, BLESS returned to the top of the Binance futures gainers with a +81.70% surge. Over the past 24 hours, trading volume soared to $586 million, and the price reached $0.020674. This is the second consecutive day claiming the top spot—yesterday +38%, today +81%. Real money is casting its votes.

What’s behind it? Bless Network is a DePIN + AI compute network that consolidates underutilized global CPU/GPU resources to provide low-cost compute power for AI inference and data processing. Key figures: the testnet already has 5 million+ nodes, and 90% of platform revenue is used to buy back and burn BLESS tokens. Investors include NGC and M31 Capital; advisors come from backgrounds at Binance Labs—this isn’t a fly-by-night crew.

DePIN + AI compute is one of the most certain narratives for 2026. Traditional cloud computing costs are getting higher and higher, and the demand for decentralized compute networks will only grow. The 90% buyback-and-burn mechanism is sustained buying with real cash, and 5 million nodes aren’t just made up. ATH $0.2181 is still up there waiting, with nearly 10x upside from the current level.#山寨季何时到来？

The growth of SK hynix is astonishing, even though the reported earnings were below expectations.

Revenue: QoQ +51% & YoY +257%
Operating profit: QoQ +61% & YoY +557%
Net profit: QoQ +133% & YoY +1,242%

The level of this growth acceleration, supported by long-term agreements, in my view warrants a major reassessment of its valuation……
The current PE 4X will eventually force chasing the price to buy

$MUB

$SKHY
$SNDK
$SKHYNIX
Half the sky falls for Korea's leveraged ETF storage—trading leverage wins, and leverage also loses

Binance Alpha Box strikes again—this AI gaming platform, with a team background that makes Web3 peers salivate.

Up 24 hours +26.25%, current price $0.003963, daily trading volume $620 million USDT. Volume-to-market-cap ratio is 3.46x—attention is at maximum.

What’s most explosive is the team: core members come from three top game companies—Tencent, ByteDance, and NetEase. Akedo uses AI agents to boost game development efficiency by 100x. Users can generate playable games with natural language. Already 2 million+ users, seed round at $5 million.

AKE is a typical “three-has project”—it has a product, a team, and users. Low float and high optionality are the offensive characteristics of quality small-market-cap projects. With the trillion-dollar market of AI + gaming stacked together, before the unlock on August 21, it’s a golden window period.

Didn’t the ZK narrative die? $ON
Tell you in 7 days +146%—it’s just back with a different pose.

In 24 hours, it surged +59.21%. Current price: $0.20157. Daily trading volume: $141 million USDT. Even more outrageous: the cumulative increase over 7 days has already reached 146%.

One key number: the circulating rate is only 20.6% (144 million / 700 million total supply). There’s very little supply of tokens in the market. Low circulation + ZK + AI data infrastructure—the “high-volatility combo” that the current round of capital loves most.

ON isn’t just pure speculation. Orochi Network is building verifiable data infrastructure. With a triple-technology stack—ZK proofs + fully homomorphic encryption + trusted execution environments—it solves the urgent needs of financial institutions. Rebounding more than 210% from the February low, it still has 109% room to reach the all-time high.
#defi

A Solana liquidity layer that makes a daily income of $650k and annualizes to $236M in trading fees, yet the token’s market cap is only $90M—either the market is blind, or this is an opportunity.

$MET
(Meteora) rose +2.67% over the last 24 hours, current price $0.1689, with trading volume of $6.1M. The core catalyst is crystal clear: the Campaigns Hub and LP Stimulus Season 2 launched in mid-July directly supercharged both TVL and trading volume.

Daily fees $647,880; annualized to about $236M. Compare it with other projects in the same space—the MET MC/TVL multiple is unbelievably low. Plus, its unlock structure is extremely gentle: the remaining 46% of the supply is released linearly over a 6-year schedule, with no cliff-style “head-chopping” unlock. The unlock just after July 23 amounts to only $1.17M in face value—nearly negligible compared to the $41M average daily trading volume.

Meteora is one of the most undervalued pieces of infrastructure in the Solana DeFi ecosystem. It isn’t a “shitcoin” that pumps by issuing tokens—it truly has protocol revenue flowing. When the market rotates from meme hype back to DeFi fundamentals, projects like MET—the “quietly makes money” type—will be repriced.

What do you think about MET’s valuation?
✅ Severely undervalued—MC should be in the $300M–$500M range
❌ The liquidity-layer competition is too intense—watch this space again
$PUMP
$BNB

One coin admits it has “no use” on itself—then it ends up on Kraken and Coinbase, and even prints its logo on an Atlético Madrid jersey. This might be the most ironic crypto story of 2026.

USELESS is up +6.75% in the last 24 hours, trading at $0.06133 with $6.56 million in volume. Don’t be fooled by the modest move—what’s more worth watching is how it performs when the overall market is weak. While ANSEM drops 90% in a week and BNB Chain memes pump and then go to zero, USELESS doesn’t budge in this reshuffle—it even keeps climbing.

Fully circulating supply of 1 billion coins, with no unlock “bomb” hanging overhead. Through a coordinated launch via BONK.fun’s curves, it’s already listed on Kraken, Coinbase, KuCoin, Gate, and Bybit futures.

USELESS is currently the strongest meme coin in terms of chart performance among all established memes. In the community, a saying is spreading fast: “Every liquidity vampire incident is proving that USELESS is a non-substitutable narrative.” It doesn’t live off a single chain or a single story—it lives off “self-deconstruction,” an eternal meme.

And don’t forget: it won the Kraken trading competition and had its logo printed on an Atlético Madrid jersey. This is almost unprecedented cross-industry collaboration between meme coins and professional sports.

So how high do you think USELESS can go this round?
✅ $0.1, aiming for a billion-level market cap!
❌ It’s about topping out—this is how meme coins go

#山寨币热点

Fell from $15 to $0.72—DeFi protocols that the market deemed dead—surged 80% in a single day? Don’t rush to say it was a whale pump. This time the underlying logic is genuinely different.

$EUL
(Euler Finance) Today it violently rallied from $1.09 to $1.96, up 79.85% in 24 hours. Trading volume surged to $357 million. And remember, EUL’s market cap is still under $30 million—so what does this turnover ratio even mean? In a single day, the entire float effectively changed hands more than a dozen times. This isn’t retail traders messing around; it’s big capital moving in.

Euler builds Ethereum DeFi lending. In 2023, hackers stole $200 million and it almost got shut down. But the team didn’t run. They launched a V2 version with a modular vault architecture (Euler Vault Kit), allowing anyone to create their own lending markets like building with LEGO. Now the protocol’s TVL has already climbed back to $277 million. BlackRock’s BUIDL tokenized treasuries fund chose Euler as the first directly integrated DeFi on Avalanche, and Coinbase has also included it in its listing roadmap.

EUL’s current valuation may be the most undervalued across the entire DeFi lending space. MC/TVL is only 0.09x—Aave is 0.5x, Compound is 0.4x, and Euler is nowhere near even their fractions. This isn’t “cheap.” It’s basically bargain-basement pricing. The Fee Flow mechanism can route protocol revenue back to EUL holders. Once the DAO vote finalizes the dividend/burn path, the room for valuation correction isn’t just “some”—it’s enormous.#defi

$DRAM
The three musketeers include MU (DRAM+HBM), SNDK (pure NAND), and WDC (pure HDD)
Key logic for trading recommendations 🥇$MU
The HBM moat is complete; CXMT is about 5–8 years behind. The best technical setup is the SC+AR structure, with the smallest rebound potential (-23% vs SNDK/WDC -30%+), indicating that selling pressure is the first to dry up—so prioritize building positions
🥈$WDC
Pure HDD: with PEG at 0.50 it is the cheapest; AI data center HDD demand is rigid. The shallowest pullback (-12.8%), and the best relative strength—look to buy on a pullback to $480–500
🥉 $sndk pure NAND: the threat from Yangtze Memory remains unresolved. The deepest pullback (-43%) and the weakest rebound strength. Valuation at $293B is a bit high—wait and see for prices below $1350

MU isn’t a deterioration in fundamentals; it’s more like the AI narrative cooling off + profitable shareholders exiting. But if HBM orders get cut (hyperscaler capital expenditure reduction), then storage could be concerning in the short term.

The story of Binance’s life has reached the halfway point, and the story of Binance dog life has just sprouted again
CZ’s life hit the pause button, $币安人生
The dog is out strolling again—this time it ran straight up 40%.
$BROCCOLIF3B
Today’s futures contract price is up +39.74%; current price is $0.007898, with $71.46M in 24h trading volume. Total supply: 1 billion coins; 100% fully circulating, with zero unlocks and no risk of sell-pressure from the team. ATH $0.12 (April 2025), currently -93% from ATH; ATL $0.002 (March 2026). Since rebounding from ATL, it’s already up over 260%.
This is the first Broccoli token on the Four.Meme platform, contract 0x12B...12F3b—CZ pet dog meme’s early mover in its niche. Binance Alpha is now live; Doodles’ airdrop covers holders. In early July, the 7-day gain of 28% came alongside a massive 628% surge in trading volume.

BROCCOLIF3B is a rare “clean target” among memes. With 1 billion fully circulating and zero unlocks, there’s no pressure for the project team to dump. CZ doesn’t have official endorsement, but BNB Chain’s attitude toward supporting memes is clear. The core of memes is attention and community—CZ’s dog IP naturally brings traffic. Every time CZ tweets about Broccoli, it’s free marketing for the market. From its rebound off ATL to now, the trend looks healthy. If the BNB Chain meme season kicks off again, BROCCOLIF3B’s early-mover advantage as the “first Broccoli” will be very obvious.

When everyone is watching AI, the ZK data layer quietly surged by 42%.

$ON
Today’s contract increase +42.42%, current price $0.1716, 24h trading volume $27.43M. ATH $0.388 (Oct 2025). Currently only -56% away from the ATH—ample upside from the bottom. Circulating supply is about 144M out of a total 1B = 14.4%, with low float and high elasticity.

Orochi Network is building the one thing Web3 lacks most—verifiable data infrastructure (VDI). zkDatabase has generated 700M+ verifiable proofs, 80+ partners, $12M in funding + an Ethereum Foundation grant. On July 14, it just completed a Binance Alpha Box airdrop, and market attention continues to rise.

ON isn’t just chasing concepts—it’s doing real things with real demand. RWA needs proof reserves, AI needs training data provenance, stablecoins need transparent audits—these are exactly the urgent needs that Orochi’s zkDatabase directly solves. Under MiCA compliance pressure, verifiable data infrastructure is the next “water-seller” track. With a circulation rate of only 14%, once the narrative catches fire, the upside elasticity will be extremely surprising. With the triple narrative of ZK + VDI + RWA stacked together, this spot is far from the top.#defi

Korean “sticks” not only steal culture, but also stage surprise attacks
On July 15, 2026, the Fair Trade Investigation Department of the Seoul Central District Prosecutors’ Office, in South Korea, conducted on-site searches and evidence collection at the Korean offices of Trendforce Technology Co., Ltd. regarding potential violations of anti-monopoly-related regulations.
Combined with South Korea’s forced deleveraging, semiconductor memory has been knocked down
All relevant stocks saw deep pullbacks; even a 30% decline counts as among the smaller drops in the industry
$DRAM

$HOME
Today is up +27.35%, price $0.01746, and trading volume is $48.11 million. The increase looks modest, but the narrative density is extremely high.
First layer: The Rocket Perps public test launched, and during the Beta period, trading volume exceeded $400 million. Of the perpetual contract revenue, 80% is used to buy back HOME—this isn’t just talk, it’s structural buy pressure. Every Perps trade creates demand for the HOME token.
Second layer: On July 8, the DeFi App previewed tokenized stocks and commodities—on-chain spot not only for BTC and ETH, but also for stocks, gold, and commodities. It’s 24/7 self-custody and doesn’t rely on brokers. This directly expands the user base from crypto to everyone who wants to trade traditional assets 24/7.
Third layer: On June 10, 750M HOME were unlocked (19.8% of circulating supply). After the sell-off, the price dropped from the ATH of $0.069 to $0.013. But within a month it rebounded to $0.01746, +172.7%—the unlock impact is being gradually digested by product revenues and buy pressure.
Both Binance and Coinbase listed it, and coverage spans 42 exchanges—this kind of channel density isn’t typical for a small project.
HOME is taking the "Crypto all-rounder" route—from DEX aggregation → perps → gas abstraction → tokenized assets—step by step locking users into the ecosystem. The 80% buyback mechanism gives the token real revenue support; it’s not pure storytelling.#defi

$AKE
Today surged +259.94%—the price moved from $0.0002 back up to $0.00068. Trading volume hit $923 million—this is a rare, record-breaking volume for Binance Alpha’s small-cap coins.
Behind the data is a dramatic story: on July 4 and July 7, the AKE whale/market-maker allegedly dumped chips into Binance Alpha twice in succession, totaling about $3.46M (13.77B tokens). The coin price was smashed from $0.0005 down to $0.0002, with a cumulative drop of over 70%. On-chain analyst Yu Jin tracked it end-to-end and called it “low-liquidity precise harvesting.” But I’ll put in a fair word here: if the market-maker can sell, the market can also absorb. A 260% rebound proves there are real buy orders supporting the bottom—it’s not a vacuum bounce. AKE itself isn’t “air”—it’s an AI-driven “vibe coding” game engine with a 2M+ user community. A multi-agent framework improves game development efficiency by 100x, and the tokenomics are deflationary by design (platform fees burned + staking rewards). The market-maker’s sell-off is releasing liquidity, not ending the project.
In the past 24 hours, short sellers were liquidated for $958K, with 88.67% consisting of short positions being cleared. The shorts bet that AKE would keep falling—only for the market to crush them directly. #山寨币热点

Korean brokerage KIS releases report: SK hynix's second-quarter operating profit is expected to be 60.4 trillion won, 8% lower than market expectations. The reason is that HBM revenue has a high proportion, which limits room for increases in the average selling price and drags down the overall ASP growth.
$SKHYNIX

$DEXE
Today again hit a new high, $48.08, up +24.24% in 24 hours.
But if you only looked at the gain, you missed the point. DEXE is the governance token of DeXe Protocol, positioned as "DAO infrastructure." In simple terms, it provides a no-code toolkit for projects: create proposals, vote, and manage the treasury. Binance data shows that its 24-hour trading volume is $265 million today—already one of the most active trading pairs on Binance.
Santiment says that in the past few days, DEXE set a new all-time high for year-to-date network new addresses, with 161 new wallets entering at the same time; there were also 11 whale transactions over $100,000 per trade. Coinglass data is even more dramatic: in the past 24 hours, 96% of DEXE liquidations were long liquidations turning into short positions—clearly shorts got squeezed upward. Behind this is the maturing AI governance narrative—there are more and more AI Agent projects, and they need DAO governance frameworks. DEXE follows exactly that "water-seller" logic.
DEXE’s rally isn’t pure hype—AI + DAO governance is driving real pricing. Some say the top ten wallets control 96% of circulating supply, but I think a different angle is that "liquidity is highly concentrated," which actually makes upward momentum smoother. As long as AI projects keep emerging, DEXE’s infrastructure value will continue to be repriced.