半只猴子

Let’s top up everyone’s conviction: Bitcoin$BTC —just how high can this bull market go?

In the past three cycles, buying 535 days before the halving and holding until halving day would have resulted in gains every time.

2015: +185%
2018: +100%
2022: +222%

The median gain was 185%. Starting from $80,000, that would put Bitcoin at around $228,000 by April 2028.
The lowest gain was 100%. Starting from $80,000, that would put it at around $160,000 by April 2028.
The highest gain was 222%. Starting from $80,000, that would put it at around $250,000 by April 2028.

So stop staring at those damn candlesticks all day and torturing yourself. The path from $80,000 to $200,000+ is bound to involve countless wicks up and down and shakeouts. But as long as the big-picture cycle thesis remains intact, there’s really only one thing you need to do: build up more capital, buy, add to your position, go big, hold on, and wait for the wind to pick up.

7u Challenge: One Hundred Million!
Day 48
Starting capital: 7u, goal: 100 million
Current balance: 3900u
Living expenses: 2850u
Available funds: 1000u+

I went back to my hometown for the National Day holiday. I barely checked the markets for about a week, let alone scanned the chain. I went fishing for a few days, then drank every day—at noon, and again in the evening.

I spent 250u, and barely spent anything else. My cousins covered all the food and drinks. I’ll make a bit more money over the next few months and treat them to a nice meal during the New Year holiday.

1. Bitcoin moved sideways during the holiday. $BTC is holding support at $82,500, with resistance at $87,000. It’s been moving back and forth within this range; a breakout will show us which way the market is headed.

2. $UNI and $ZEC , which surged recently, have both pulled back. But I like pump more. As for pons, I’ll see whether its fundamentals recover.

3. I don’t even know what everyone’s trading in the meme coin scene anymore. A friend just told me that a coin we aped into a long time ago has been pumping hard, but I got out ages ago. I’m crying.

I only have $1,000 in starting capital now, so I need to build it up. I’ll keep pursuing my three ways to grow my capital: writing content, trading futures, and aping into shitcoins!

We can win this bull market!

Sun really knows how to keep his mouth shut.

Over the past ten days, he spent $51 million buying $PEPE , becoming the largest individual holder. With PEPE surging, he’s already made over $10 million.

He must have known the news in advance. He kept his mouth shut, but his actions spoke volumes!

Yesterday I said absolutely do not buy $PEPE —don't let Brother Sun dump on us!

How did someone not listen and send PEPE flying?

I just saw that Sun Yuchen has bought the dip on $51 million worth of PEPE over the past 10 days. He's now sitting on more than 20% in unrealized gains—that's $10 million.

Sad Frog is already crying!

Do you know who the ten richest people in crypto are?

No. 1: Changpeng Zhao @CZ , worth $110 billion. He ranks 17th on the global rich list, ahead of Bill Gates.

Then from No. 2 to No. 5, they’re all from Tether. The four of them are worth $190 billion combined, accounting for 56% of the top ten.

There’s only one person who made his fortune from Bitcoin: Saylor, the founder of MicroStrategy, with $5.3 billion, ranked No. 9.

If Satoshi Nakamoto were included: 1.1 million coins ≈ $89.1 billion, which would put him at No. 2. But nobody knows who he is, so he’s not on the list.

This list proves one thing: issuing stablecoins is seriously profitable!

The 10 most profitable protocols in crypto over the past 30 days

$PUMP and $HYPE are leading by a huge margin. Three of the top 10 are related to meme coins: pump as a launchpad, and FOMO and Axiom as trading tools.

Paper has been performing very strongly since it launched. Another factor is the way the data is measured, which has helped it make the list.

Made $200 million in 8 months

I just checked Binance's SAFU Fund. Eight months ago, it bought $1 billion worth of Bitcoin, totaling 15,000 BTC. That batch is now worth $1.2 billion, $BTC .

@CZ , you haven't forgotten, have you? How long are you planning to hold this time?

$PONS Why did it go up?

The fundamentals have barely changed over the past 24 hours: protocol fees were $330,000, protocol revenue was $50,000, buybacks and burns were 32.8%, and the actual market cap was $200 million.

There hasn't been a single buy on the external market in five hours. The internal-market data is indeed a little better than before, with more than 10 buys in the past hour. But these fundamentals are still too weak.

PONS is up purely because the top whale, Xiaohuangren, used Robinhood's revenue growth as a talking point to promote it, liquidating a bunch of shorts and turning them into buyers.

$GANG , the top project in Binance's Agent sector

Famous trader Bonk Guy: If Robinhood Chain has bottomed, go all in on PONS now $PONS

Famous trader Bonk Guy has just published a lengthy post with a very clear core view: he’s bullish on Robinhood Chain and heavily invested in PONS.

His key arguments

First, Robinhood’s earnings report is extremely bullish for the on-chain ecosystem.
Bonk Guy’s exact words: “Robinhood’s earnings report is VERY BULLISH for this chain.”
Crypto was Robinhood’s best-performing business segment, and Robinhood Chain played a key role in it.

Second, PONS is the undisputed leader on Robinhood Chain.

PONS currently accounts for as much as 88% of the Robinhood Chain Launchpad market.
Bonk Guy believes that as more value flows into Robinhood Chain, PONS will “capture a disproportionate share of that value.”

Third, it has fallen enough to leave huge upside potential.

PONS has pulled back about 77% from its recent market cap peak of $960 million. A pullback of this magnitude, combined with its dominant 88% market share and the catalyst of Robinhood’s earnings report, makes for a perfect setup for a “highly explosive move upward.”

Bitcoin $BTC — what’s next?

Liquidation intensity for longs below: $1.6 billion
Liquidation intensity for shorts above: $1 billion

Maximum pain point for bulls: $80,000
Maximum pain point for bears: $81,500

$ETH
Liquidation intensity for longs below: $1 billion
Liquidation intensity for shorts above: $600 million

Maximum pain point for bulls: $2,305
Maximum pain point for bears: $2,375

At the moment, the bulls appear to be stronger, making it more likely that the price will move in the direction of least resistance.

Brother Sun makes himself PEPE’s largest individual holder!

In the past 10 days, Sun Yuchen bought approximately $51 million worth of $PEPE , bringing his holdings to nearly 3% and making him the largest individual holder.

We absolutely cannot buy PEPE—we can’t let Brother Sun fleece us!

Founder of the world’s fourth-largest Bitcoin treasury company: AI/SI intelligence will bring extreme abundance, and Bitcoin $BTC will be the most valuable scarce asset

Strive CEO Matt Cole just shared a hard-hitting macroeconomic thesis. It boils down to four points:

First, superintelligence (SI) will create wealth on an exponential scale.

As AI evolves into superintelligence, productivity will explode, ushering humanity into an unprecedented era of “extreme abundance.”

Second, scarce assets will become infinitely valuable in a world of abundance.

When all goods and services become extremely cheap, capital will pour into assets that “AI cannot print.”

Third, Bitcoin will be the world’s most valuable scarce asset.

With an absolute cap of 21 million coins, Bitcoin’s scarcity premium will be magnified to the extreme in the face of the vast wealth created by superintelligence.

Fourth, what’s the optimal strategy?

“Learn to use superintelligence, while buying Bitcoin. Ignore the FUD spread by those who keep getting it wrong.”

The 10 most profitable protocols in crypto over the past 7 days!

Tether, the USDT issuer, earned $122 million alone—twice the combined total of these ten. Since its business is essentially profiting from the interest spread, it should be excluded from this ranking every time, along with Circle $CRCL !

Five years after joining Binance, at 35, he rang the Nasdaq bell with CZ

This is Alex, the current CEO of BNC, standing next to CZ@CZ at today’s BNC bell-ringing ceremony.

2021: Joined Binance Labs as an investment manager.
2025: Promoted to investment partner at YZi.
2026: Became CEO of BNB Standard (BNC), a BNB treasury company.
It took him just five years to go from investment manager to CEO ringing the Nasdaq bell.

If he hadn’t chosen Binance five years ago, he might still be working his way up at a traditional VC firm. Standing beside CZ to ring the bell isn’t down to personal ability alone—Binance and the $BNB ecosystem lifted an ordinary person to the heights of Nasdaq.

Many people face career crises at 35. But at the right table, five years is enough to change someone’s social standing.

After the president delayed the crackdown on Lang Lang, the U.S. stock market added $750 billion in market value today.

It should be Bitcoin’s turn next, right? $BTC

If you didn't know better, you'd think this was a rug pull.

Brazil's stock market is worth $1.1 trillion, and it plunged 18% today.

Nearly $200 billion in market value has been wiped out as it's heading for its worst day in 36 years.

My advice to all Brazilians: stop buying your own stocks. Put it all into Bitcoin instead. $BTC

Hi @Binance BiBi , how did he grow his hair out?

CZ rang the bell at Nasdaq

Next time you go, remember to bring your little brother along @CZ

CZ went to Nasdaq to ring the bell!

Just now, $BNB reserve treasury BNB Standard $BNC rang the opening bell in Times Square, New York.

The livestream video shows CEO Alex Odagiu ringing the bell. Attendees included CZ@CZ , YZi Labs, members of the BNB Chain team, and others.