Eva树姐

I bought a bit of $AIA some time ago. I’ve been waiting until takeoff, so I’ve been keeping an eye on how their project has been progressing.

The market environment this year is indeed quite difficult. Not many projects can keep going and keep building continuously, let alone ones that can also make their own money and support themselves.

Recently I took another look at DA and realized that there’s actually a lot behind the latest update to the official website. In the past six months, with the market this cold, DA has still been steadily building products. Now it has moved from the earlier AI infrastructure into the areas of protocols and the economic layer. The AI Agents platform has been opened, and the first Agent, Sentry, has already launched.

What I’m most interested in is profitability. DA’s current revenue sources are already fairly clear. On one side, they provide their own technical capabilities to external projects—making model calls and enterprise-level solutions. On the other side, they have their own AI Agents platform, where users can directly deploy and use agents. Put simply: before, it was mostly about accumulating technology. Now they’re starting to use that technology to do business—and they’ve already reached a state of self-sustaining, self-earning operations.

Another thing I think is worth continuing to watch is how the money they earn flows back into $AIA. Under the current mechanism, after the business generates revenue and forms profit, they will use a portion of the profit to buy back and burn $AIA, reducing the circulating supply. If this feedback loop can really keep running, the project’s business growth will have a more direct connection with $AIA.

So what’s worth focusing on now is: how much DA can earn next, and whether this buyback-and-burn mechanism can be sustained. It’s already quite hard to keep working through a bear market. If they can truly generate their own cash flow, I think it’s definitely worth continuing to keep watch.

@DeAgentAI
#DeAgentAI #AIA

Bitcoin is about to break 70,000—how are the brothers who waited for 40,000 and bought the dip at 35,000?

After making money, many people mess around
and in the end lose it all.
They look down on 10% annualized returns,
only to find a few years later that 10% annualized compounding is so delicious.

Today I went to the computer market.
Those guys selling refurbished PC parts were, for years, completely numb—
everyone had a million-yuan luxury car,
high-priced houses bought at the peak,
all kinds of investments in real assets.
In the end, they all ended up losing big too.

A bit emo
$US
The more I buy, the lower it gets 🤣

$US dropped 40% on me
Should I cut my losses?

Attention: USD1 on Binance Wealth Management— you can transfer it to the contract account to enjoy 1.2x APR. APR will be increased to 5.82%

The condition is that the minimum contract OI (open interest) for USD1 must be kept above 300 USD1 every day; otherwise, it will be calculated at the base APR of 4.85%.

This time, Binance has allocated a total of 170 million WLFI tokens. Rewards are distributed every Friday, and the promotion runs until September 4. However, the APR will be recalculated each week; 5.82% is only the annualized rate for the first week.
@binancezh @binance

$US is still down 20% this afternoon.
Now it’s starting to stretch.

Will my Ant account start making money?

This time, the market maker for $TUT
can’t even withdraw the estimated profits
most likely, risk control will come

I only found out later
that the “Never-earn Teacher” on Twitter
works together with an MM to coordinate stock tips

Trading bStocks on Binance occurs 58% after the U.S. stock market closes, and it also reflects many people’s needs—namely, the ability to trade even when U.S. markets are not open.

bStocks has only been live for 2 months. Progress has been extremely fast: when it launched in June, it started with just 5 underlying assets; now it has expanded to 46+. AUM has also grown from $5.6 million on day one to over $500 million. Since launch, cumulative weekend trading volume has already surpassed $6.3 billion.

The product has also evolved. It initially moved U.S. stocks on-chain, and then gradually added more ways to play for users in the crypto community. Now you can not only trade 24/7, deposit to the chain, and handle dividends, and enjoy zero-fee Convert. Some bStocks can also be used as margin. After being deposited on-chain, you can trade on platforms like PancakeSwap and Aster, and participate in DeFi scenarios such as staking, lending/borrowing, and LP.

In addition, Binance Stocks now covers 7,000+ stocks and ETFs. Combined with bStocks and stock contracts, it basically brings the trading experiences that crypto users are familiar with to traditional assets.

There’s also data that reflects this:
More and more web3 users are being introduced to U.S. stocks through Binance. Of bStocks users, 41.5% first encountered TradFi through Binance.

Two months ago, bStocks was more focused on bringing U.S. stocks on-chain. Two months later, it has started to treat U.S. stocks as on-chain assets. After buying, users don’t just hold—they can continue to earn yield on-chain. We look forward to even more ways to tokenize U.S. stocks.

$PROM This kind of thing, I absolutely can't get any
When I wake up, it's already been smashed down

Yesterday, I discussed this coin with Nine Gods
We agree on the viewpoint—it feels like the odds aren't enough
The second-tier concept's full circulation of chips might not be that good
Doesn't seem like the $Cysic chips are highly concentrated

$GRVT pulled the market
Why am I not happy at all
This fucking project team made me write a bunch of tweets for free
In the end they didn’t even give me a KOL round
And the airdrop still somehow reversed-robs me
What an idiot

Last night I chatted with a friend $TST
At that time the price was around 0.016
But I still felt it wasn’t really good value for money
Although the market cap isn’t high
But it has indeed been rising a lot recently

I was planning to wait for a pullback to around 0.015 and buy in batches
But last night, in the early hours, it surged by 50%

TST has a Binance spot coin and also Binance futures
Its current market cap isn’t high
But I really feel like I can’t FOMO
Every time I FOMO in, it never ends well

Today, $TUT
This thing has made everyone pay attention again to Binance Futures’ meme coins.
MM has come up with a new play again.

Previously, everyone focused on projects behind Binance Alpha+ futures.
Instead of spending a few million USD to buy a project’s “shell,”
why not find some older memes—
track down the old dog-pool operators,
slowly collect the chips,
then run another round.

It’s definitely more cost-effective than spending a few million USD to buy a shell.

After all, these memes and projects that get listed on Binance futures have really poor performance across trading volume and other metrics.
They could be delisted by Binance at any time.

While there’s still time to get one more run,
act quickly—
I guess there will be even more “妖币” (weird/rogue coins) coming up recently.

Not adding leverage this time is still okay
But those who did add leverage are really uncomfortable

The futures contract is a big gamble
Spot trading is a small gamble

As long as you're on the field
you have a chance

$BTW sold half for 0.1
The other half wanted to watch the show
And it kept dropping
BTW, it’s also a rare “bear market spotlight”.

The U.S. stock market trade last night wasn’t just a simple matter of up or down—it was about whether “AI can keep bearing the index.” The S&P 500 edged lower and the Nasdaq was roughly flat, but internally it was highly divided: MSFT, AMD, and AVGO stayed strong, and the SMH was still in the process of repairing. Meanwhile, TSLA, AAPL, and smaller-cap stocks leaned weaker. On top of that, with the Middle East situation repeatedly shifting, pressure on Hormuz shipping, and volatility in oil prices/gold, the market is effectively doing two things at once: buying AI certainty while leaving a buffer for macro risks.

Today I’ll focus on three lines: in the AI chain, whether NVDA/AMD/MSFT can keep spreading momentum; whether consumer/auto earnings—such as TSLA and GM—show demand pressure; and whether oil prices and the 10-year U.S. Treasury yield will again squeeze growth-stock valuations. For beginners: when the index moves sideways, it doesn’t mean there’s no main theme. It’s more useful to first see where capital is “buying certainty and selling uncertainty,” rather than only looking at whether the overall market is red or green.

Today I’m mainly watching these trending tokens: ETH / HYPE / BANK / BONK.

Why they’re worth watching:
ETH is still the backbone of this rotation; trading is the most stable, and if it keeps strengthening, it can continue to “supply life” to the altcoins;
HYPE is a strong, high-attention pick—its rise isn’t overly exaggerated, but the order flow and follow-through look better;
BANK has the most concentrated discussion and trading today—it feels more like a short-term sentiment play;
BONK is the most flexible one among memes. Its OKX 24h gain is noticeable, suggesting that the market still has willingness to bet on higher volatility.

One take:
This isn’t a market for broad, reckless chasing; it feels more like funds are rotating among a small number of tickets with shared conviction and solid trading.

Overall:
I’ll focus first on the ETH direction, then see whether HYPE / BANK / BONK can keep expanding volume—if there’s no volume, I won’t chase.

The most worth watching today isn’t some small coin, but rather this: “institutional funds are returning to the main track.” BTC has reclaimed the area around $65,000, with ETF funds flowing back; meanwhile, Citadel Securities invests $400 million into Crypto.com, indicating that traditional liquidity powerhouses aren’t just watching from the sidelines—they’re buying into the crypto trading entry points.

My take: there will likely be volatility in the short term, but the market structure is changing—institutions first buy BTC with greater certainty, then they buy the cash flows of exchanges and infrastructure. Going forward, instead of chasing noise, you should focus on whether BTC can hold key levels and whether funds continue to shift from “watching” to “allocating.”

Tonight’s trending tokens—I only look at these: PUMP / PI / ACE / PENGU.

Why they’re worth watching:
PUMP feels most like the main storyline in this run. Its 24h gain and trading volume have shown up, and the narrative is pretty straightforward: the market is pricing another launchpad for Solana memes.

PI is more of a sentiment play. Trading volume isn’t low and the upside is decent too, but I’d lean toward short-term observation rather than treating it as a value narrative.

ACE is surging the most, but this looks more like sudden liquidity showing up—good for watching momentum and hype, not for blindly chasing.

PENGU / BONK, these older memes, actually act like a sentiment thermometer: if they can keep up, it suggests the money isn’t only hitting one or two “weird” coins.

One-liner: This isn’t a broad bull day—hot money is concentrating again into memes / high-recognition names.

Overall: You can watch it, but don’t get carried away. The biggest risk in this kind of market is misreading short-term sentiment as a long-term trend.