比特欧 Elvin

Grayscale made another move yesterday. They have released 2 reports this year:
1) Promising altcoins in the first quarter of 2025
2) List of assets to be considered for altcoins

Today, let’s focus on the second report. The so-called list to be considered means that Grayscale is currently looking for some high-quality altcoins to include in their asset list. If so, these included altcoins are likely to usher in a huge wave of capital inflows in the future.

I took a quick look at this list, which contains many low-market-cap tokens. The lowest market value is the AI ​​infrastructure project @flock_io, which has a market value of only 30 million (flock is also one of Binance Alpha). A total of 39 projects were announced in the report, of which 5 projects were unissued projects, namely:
• @hyperbolic_labs (AI cloud service)
• @PrimeIntellect (AI protocol)
• @SentientAGI (AI development platform)
• @SpaceandTimeDB (decentralized data platform)
• @StoryProtocol (on-chain IP)

12 of the 39 forms are related to AI, accounting for nearly 30%. It can be seen that Grayscale focuses on the three main directions of traditional Layer 1, AI and Defi. The following figure summarizes the information of 34 tokens👇👇#灰度基金

【 Which Altcoins Are Linked to American Institutions?】

The chart below summarizes 19 altcoins that are associated with American institutions, which have generally experienced a pump effect in the past. These American institutions can, to some extent, determine the direction of these altcoins.

For example, the tokens ($LINK $AAVE, $ENA, $ONDO) purchased by Trump's organization @worldlibertyfi have had a good pumping effect.

AI is like a young model at a KTV

Once you pay, the boss can do whatever he wants with her.
If you don’t pay, she ignores you and can’t be bothered to reply.

But I just paid, so it’s time to start riding the young model.

Just saw this news: Binance may be returning to Malaysia.

Malaysia is definitely a market worth pursuing for Binance. After new regulations took effect in May this year, the government began allowing cryptocurrency ETFs. Last year, locally licensed exchanges saw $4 billion in trading volume, up 23%. But local exchanges are nowhere near as competitive as Binance, and their product experience falls far short. If Binance can get regulatory approval, it would definitely be the first choice.

#币安 #马来西亚 $BNB

Isn't Google's 280, $GOOGLB , a better deal?

Real Madrid loses the Chinese market

China’s homegrown memory industry is also performing well

ChangXin Memory Technologies has officially been added to the SSE Composite Index, and has already become its largest constituent by weight. According to the China Securities Index Co. website, ChangXin accounts for 4.67% of the SSE Composite Index, ranking first. It has also been added to the SSE STAR Market Composite Index, where it carries a weight of 15.74%, also ranking first.

Mbappe couldn't withstand the public pressure and officially apologized, but the first platform he apologized on was X, because all domestic platforms had banned him. You can only see his apology by bypassing the firewall 😂

Pop Mart, long favored by Duan Yongping, has taken a sharp hit

Pop Mart released its unaudited third-quarter 2026 results this afternoon. Overall revenue was down 45% to 50% year over year—nearly cut in half—and came in worse than many had expected.

The decline was broad-based across regions. Revenue in China fell 25% to 30%, the smallest drop. Asia-Pacific was down 65% to 70%, the Americas fell 70% to 75%, and Europe and other regions declined 50% to 55%. The overseas growth that had supported Pop Mart’s valuation over the past two years became the biggest drag this quarter.

The key questions now are whether Pop Mart can roll out another hit IP soon, whether it will adjust the pace of its overseas store expansion, and how the market will revalue the company. At the end of the day, designer toys are still driven by consumer sentiment—and popularity can be extremely fickle.

Within 24 hours, news related to Mbappe:
· Mengniu Dairy announced the termination of all cooperation with Mbappe
· Miaokelando quickly followed suit and also terminated all cooperation
· CCTV halted events and ads involving Mbappe
· Eastroc Beverage announced the termination of all cooperation
· Mbappe's Xiaohongshu account was muted + blocked from following
· Mbappe's Weibo account is also in a muted state

Roughly estimated, Mbappe has probably lost about 10 million to 60 million USD this time, equivalent to about 70 million to 430 million RMB, which is roughly 1 to 4 "small goals"

Mbappé has taken quite a big hit financially over one remark...

Today, one piece of news after another about Mbappé came out:
1️⃣ Mengniu Dairy announced it was ending all cooperation with Mbappé
2️⃣ Milkground quickly followed suit, also ending all cooperation
3️⃣ CCTV halted all broadcasts and ads involving Mbappé
4️⃣ Dongpeng Beverage responded to the public discussion

With brands distancing themselves en masse and CCTV weighing in, who knows how many hundreds of millions he’s lost this time.

Tonight, U.S. chip stocks broadly strengthened. The Philadelphia Semiconductor Index rose about 3% intraday; Intel rose 3.2%, AMD 2.3%, Micron 3.5%, and the memory chip index gained 3.2%. The direct catalyst was Anthropic’s formal public filing for a Nasdaq IPO, with the ticker ANT. Its first-half revenue was $16.3 billion, compared with only $1.2 billion in the same period last year, and it could list as early as mid-November. The market is treating it as a new pricing anchor for AI valuations, prompting a repricing of the compute and storage chains.

However, sentiment is not one-sided. The cost of insuring against default for AI giants just hit a new high, and HSBC also cut global equities from a maximum overweight to neutral. This week also brings the Federal Reserve’s rate decision and earnings from several tech giants. Crypto is relatively calm: BTC has been fluctuating around $80,000, Strategy paused Bitcoin purchases last week, and ETF flows were into BTC and out of ETH. In the short term, the AI narrative is still intact, but volatility is unlikely to be small.

#Anthropic #AI #半导体 #BTC #U.S. stocks

The big one is here?? Anthropic has officially filed its IPO paperwork publicly with Nasdaq, planning to trade under the ticker symbol ANT, with Goldman Sachs and Morgan Stanley leading the offering. Revenue in the first half of the year was $16.3 billion, compared with just $1.2 billion in the same period last year. The company says it has no plans to pay dividends in the near term.

But the loss figure is $80.7 billion...

How are you supposed to live in Singapore on 500u..? Some of my high school classmates work in other industries in Singapore (food service, transportation), and they make around US$1,500–2,000. The cost of living in Singapore is really high—you need to be in that range just to get by.

The last time I looked up rentals in Singapore, a single room was already 500u. Don’t take the lowest salary in one of the most expensive cities.

Are follows really worth this much???

Biteou is currently following 3,130 people. At 6u each, that could be worth around 18,780u. Damn, I'm gonna get rich!!!

When I was little, I didn't really care about what was happening in my country.

It wasn't until I grew up that I realized

the fate of a country can shape part of your own.

What am I going to do about my living expenses….

BitO’s ETF list best suited for beginners—ideal for complete beginners and audiences interested in U.S. stocks

I compiled the complete list of the top 30 giant U.S. stock ETFs from ETF Database and visualized all the most important data. The top three—VOO, IVV, and SPY—all track the S&P 500. These three funds have very similar investment focuses, but a larger fund doesn’t necessarily mean higher returns. There are still considerable differences between ETFs, including their costs.

For example, VOO and IVV both have expense ratios of 0.03%, while SPY’s is 0.09%. Among Nasdaq 100 ETFs, QQQ has an expense ratio of 0.18%, while QQQM’s is 0.15%. Their ETFs’ returns over the past five years were 16.2% and 16.3%, respectively—a very small difference.

The strongest performers over the past year and five years were technology-related ETFs. XLK rose 36.8% over the past year and delivered an annualized return of 21.9% over five years, while VGT returned 33.0% and 20.7% annualized, respectively.

Bond ETFs have performed rather modestly in recent years:
BND and AGG are both down 1.6% over the past year, with five-year annualized returns of -0.5%. Gold ETF GLD rose just 1.7% over the past year, but its five-year annualized return was 18.2%.

A-share robotics leader has surged

Wondering if anyone in the community owns Unitree stock

Updating the on-chain app revenue data from last time: Solana collectibles project @Collector_Crypt was incredibly strong this week, with weekly revenue surging 83%. It was also the only leader from the collectibles sector on the list.

It makes me wonder whether @renaissxyz can recreate the glory days of the collectibles sector on BNB Chain 😂😂

@Polymarket’s revenue was steady, holding at 4m for the week. The Perp DEX sector is crowded and highly competitive, but revenue at several top projects is still rising. Does this mean demand for Perp DEXs is still growing? Aside from a giant like HL, revenue is actually up further down the list too, at @Lighter_xyz, @GMX_IO, and @tradexyz.

The projects seeing revenue plunge at this stage are on-chain launchpads and trading apps: @Pumpfun, @flapdotsh, @fomo, @gmgnai, and @AxiomExchange. With on-chain market activity cooling, their revenue has fallen by an average of 10%–30%.

By ecosystem, projects in the @solana ecosystem still generate the most revenue overall, followed by Ethereum, and then @BNBCHAINZH.