半只猴子

7u Challenge One Hundred Million!
Day 20
Principal 7u, target one hundred million
Current: 3450u
Survival cost: 950u
Available funds: 2500u+

Recently, there has been a lot of high-altitude chain sweeping. These past two days my eyes hurt. I just checked: yesterday the funds were 3780, but now it’s only 3450, plus the Binance Square rewards. Everything is fully allocated in spot positions. The drawdown is about 400u!

The main issue is that $BNB and $PONS have had a relatively large drawdown.

Earlier, I judged that the bull market has already finished its second leg—meaning the correction was over. But it looks like that judgment was wrong. The good news is that the correction hasn’t finished yet, which means there’s still time to get on a few strong coins.

In the text below, I’ll write about a few coins I’m currently watching, to see which one to buy.

Challenge 100 million with 7u!
Day 22
Principal: 7u, goal: 100 million
Current: 3580u
Survival cost: 1100u
Available funds: 2480u+

Spending is like a flowing river—by Day 22, I’ve already spent 1100u. In a few days, I’ll have to spend quite a bit more. I urgently need to increase my principal!

My eyes are much better today, so I can start scanning the chain again.

Yesterday, I thought $BTC and $PONS had finished adjusting, but I got tricked again. It seems that no matter when, you need to keep some buffer—opportunities are always there, but principal isn’t.

Suddenly woke up in the middle of the night, and fell badly

How to Find Strong Coins in a Bull Market?

Yesterday, I said that the second wave of correction is a good thing—it gives you the chance to get on board with strong coins.

From my watchlist, here are some comments on strong coins:

1.$HYPE keeps setting new highs and has been consistently doing large-scale buybacks every day. Overall protocol fees have recently fallen out of the top three “money-printing machines” in the crypto world, but protocol revenue is still on the list.

The current risk is that the market has priced in and unlocked it sufficiently. So it’s still good, but it’s not my first choice anymore.

2.$UNI has recently benefited from RobinHood’s boom—income has surged. The highest single-day buyback and burn exceeded one million USD, and lately it has remained stable at more than $500k.

The biggest risk so far: on the RobinHood chain, pons contributes more than half of the buyback and burn amount. Rumor has it that pons is doing swaps—then that means more than half of the profits suddenly disappear.

3.$PUMP is a love-hate situation for me. I love that the team is young, energetic, and bold enough to think and innovate. I don’t like that they aren’t very transparent.

4. PONS has been dropping sharply these past two days, but judging from various data, it’s still very solid. The buyback-and-burn ratio has broken through 30%. However, new listings on Solana have been somewhat disruptive, so there has been a pullback these two days—but now I believe the pullback is already over.

5. ENA: Recently, there have been four major ecosystem updates and it has entered stock perpetual contracts. The latter is especially compelling—the stock valuation is about 50 times larger than the crypto market cap. The market size is bigger, so I strongly recommend paying attention to it!

It’s over, finally it’s over!

Bitcoin’s $BTC second wave adjustment has finally ended. Next, let’s witness the magnificent history of the waves.

Once we regain stability at 80,000 and break through 82,500, don’t give the shorts any chance—quickly move up to 85,000.

From 85,000 to 90,000 happens in an instant—straight for $100,000!

Don’t short, don’t short!

This is a bull market!!!

7u challenge one hundred million!
Day 21
Principal 7u, target one hundred million
Current: 3450u
Survival cost: 950u
Available funds: 2500u+

$PONS and $BNB — together, these two days saw a drawdown of 400u. The previous judgment was wrong.

I had always believed it was the second wave of the bull market—i.e., the correction had already ended. So in terms of operations, I went all-in, which meant I had to endure a pullback.

I still believe that as long as $BTC is still above 7.4, the market will keep coming up with various hot spots.
Recently I’ve been scanning chains at very high intensity, and my eyes can’t take it, so I basically didn’t go in on meme coins. Right now the principal is still too small; I need to keep writing content and go for meme coins.

🔥Three major crypto market money-printing machines—do you know who they are?

Just watched the 24-hour protocol fee ranking in the crypto space. After reading it, I had only one feeling: **a money-printing machine is a money-printing machine—numbers are there on the screen, no one can make them up.**

Let’s look at the top of the list first

Tether’s 24-hour fees: $16.32M, first place. Circle: $6.7M, third place. But these two are stablecoin issuers—what they earn is interest, following traditional finance playbooks.

After removing them, there are truly three “money-printing machines” in native crypto protocols: UNI, PUMP, and PONS.

1. First, talk about <$UNI > — the elder statesman of the DEX track

24-hour protocol fees: $6.77M, ranking first across all native protocols.

The more active on-chain trading is, the harder UNI collects “toll” fees. Profits are shared with LPs, and the actual buyback-and-burn ratio is relatively the lowest. The biggest risk is PONS doing its own swap.
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2. Next, <$PUMP > — a showcase model in the Launchpad track

24-hour protocol fees: $5.32M. A long-established benchmark in the Launchpad track. Fee income is used for buyback and burn, with a 50% ratio. There are also periodic unlocks at present.
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3. <$PONS > — the dark horse that launched just two months ago

24-hour protocol fees: $5.09M, trailing PUMP by only a bit—by just over $200k.

But what’s really brutal is this:

PONS uses 80% of its revenue for buyback and burn. PONS has already burned 30% of its total amount.
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Among these three, who do you like most?

Can UNI still be bought?

I just looked at the recent data for $UNI

In the past 24 hours, protocol fees were $7.72 million, while protocol revenue was $618,000.

Yesterday, the buyback amount was $593,000, and Robinhood contributed more than half.

That means if the Robinhood chain’s revenue were to stop, UNI revenue and buybacks would be cut in half immediately. Is there a possibility of that?

Obviously it can’t be ruled out. Strictly speaking, Robinhood chain’s contribution most directly comes from $PONS . Yesterday I saw market rumors that PONS might be doing its own swap; if that’s true, it’s not good news for UNI.

It doesn’t feel great to put hope in someone else. Keep a close eye on PONS’s latest developments.

Only by shorting your own body can it be a true liquidation!

Brothers, the bull market is just beginning—train your body well. First, defeat the dog syndicate from the physical side, with a savage physique; then read more, learn, and expand your soft skills. Civilized spirit, savage physique!

Besides these two things, there’s one more thing to do: expand the size of your principal—i.e., make money. Then go for memes, trade contracts, and earn even more!

In this cycle, we will definitely make it!

$PONS , you have to hold on!

It was another brutal night for the bulls

In the past 12 hours, liquidations across the entire network reached 300 million, with bulls taking a 242 million hit — meaning 80% of the liquidations were long positions

But don’t be afraid, this is a bull market, and the pullback is only temporary

The rally earlier was too strong, and the fear and greed index is still at 67, which is still a bit too high

Personally, as long as Bitcoin $BTC doesn’t break below 7.4, it’s still a bull market. And have you noticed? Actually, when Bitcoin is above 7.6, the market sees rotation across various hot sectors. So bulls don’t need to scare themselves!

Is Bitcoin $BTC really coming for real?

Multiple attempts to break above 80,000

Currently, the strong support zone is around 74,000 to 75,000. In this wave, both pullbacks have failed to reach this range. Why is this support level so important?

Mainly for two reasons: first, back when the former president took office, a breakout above 74 led straight up to 100,000; second, 75,000 is MicroStrategy’s cost basis—below this level, it will be very uncomfortable, but above it, it will gain the ability to print money.

The resistance level is around 82,000. It has failed to break through multiple times, but as long as it breaks above this level, it will push shorts up directly to 85,000. It will quickly drive it above 90,000 without giving much opportunity.

Targeting 100,000—real divergence beyond 100,000. In the meantime, it’s unlikely we’ll see a decent pullback.

Over the past week, $PONS ’s daily income has reached between $1.3 million and over $2 million.

And over the past 7 days, not a single day’s revenue has been below $1.1 million.

The buyback wallet now has nearly $3 million ready at any time to purchase PONS.

One very important point: currently, the buyback and burn have already exceeded 30%, meaning PONS’s actual market cap is not around $750 million as shown, but rather $500 million.

One single unrealized loss of 24 million USD

Just saw BTC OG whale agent add another short position of $ZEC , with an average price of 1193 USD and a total position of 39,800 coins.

This add-on raised the opening average price from 444 USD to 576 USD, and the current unrealized loss is 24 million USD.

This is really stubborn—if you want to short, why short the strongest coin?

The hottest narrative these past few days is not AI, not U.S. stocks, but the explosive breakout of the Robin Hood chain ecosystem.

First, PONS went live on contracts, ARB rose more than 45% in a single day, UNI hit a recent high, ZEC broke through $1,200, and HYPE reached an all-time high...

Here’s a clear rundown today of why these 10 coins are rising.

1.$PONS The leading launchpad on the Robin Hood chain, with protocol fees of $9.05 million in the last 24 hours, fees exceeding pump for several consecutive days, and a cumulative buyback-and-burn ratio of 29.84%.
2.$ARB Built on ARB by the Robin Hood chain, with 10% of net revenue flowing into the ARB ecosystem.
3.$UNI Protocol fees and revenue hit new highs, with the Robin Hood chain contributing 70%, and single-day buybacks and burns peaking above $1 million.
4. ZEC, at an all-time high, the leading privacy coin, with institutions openly buying in, driving a short squeeze.

5. DASH, a veteran privacy coin, boosted by ZEC.

6. HYPE, three related ETFs attracting institutional positioning, hit an all-time high, and buyback-and-burn amounts recently reached new highs.

7. CRV, DeFi infrastructure, rising along with the broader sector.

8. ENA, with updates across four major ecosystems, and entering the stock perpetual contracts market.

9. LINK, infrastructure in the DeFi sector, rising along with the broader sector.

10. PUMP, the largest launchpad on SOL.

Why did $ZEC surge so much?

The main reason is that large institutions have started buying openly, and Grayscale's ETF has become their compliant channel.

The second is a short squeeze. Before, many people didn't believe it could rise. For example, an agent for an OG whale holding 80,000 BTC started shorting from $444. The higher the price goes, the more forced liquidations happen, and the more they buy, the higher it goes.

Finally, and most importantly, the narrative has changed. Big names, such as the founder of perpetual contracts, Heige (Arthur Hayes), have begun promoting the idea that "privacy is also a tradable asset." In the Chinese crypto circle, Qige said, "In the AI era, privacy becomes increasingly valuable. Protect privacy and uphold the light of civilization."

Binance's biggest live trader, explanation for the surge of $ZEC