Tim哥
专注Web3散户信息差分享，项目分析，撸毛机会，Arbitrum华语大使。推特：@timbrobro
76 Following
987 Followers
517 Liked
59 Shared
Posts
All
Quotes
Videos
BTC's Upcoming Market Trend
As a retail investor in the cryptocurrency market, I would like to share my views on the upcoming BTC market trend.
I know everyone is eager, so let me first address two pressing questions:
1. Can we buy the dip for BTC now?
It hasn't dropped to the right level yet, but there are short-term opportunities.
2. Should we sell BTC now and buy back later?
I personally lean more towards buying on the dip to lower the average cost.
Because my BTC holdings are mostly from regular investments, there has been some loss this time, but I have prepared some capital, however, I believe it is not yet the best time to truly buy the dip.
Next, I will analyze what I believe are the reasons for the decline:
I know everyone is eager, so let me first address two pressing questions:
1. Can we buy the dip for BTC now?
It hasn't dropped to the right level yet, but there are short-term opportunities.
2. Should we sell BTC now and buy back later?
I personally lean more towards buying on the dip to lower the average cost.
Because my BTC holdings are mostly from regular investments, there has been some loss this time, but I have prepared some capital, however, I believe it is not yet the best time to truly buy the dip.
Next, I will analyze what I believe are the reasons for the decline:
Boss Yi is now the most关注度 highest man in the entire cryptocurrency circle
He is facing: Wall Street, hedge funds, Vitalik Buterin, the Ethereum Foundation, E-Guard, and retail investors...
All are refreshing your Aave position on F5, all waiting for you to get liquidated and buy the dip $ETH
I wonder if I can withstand it
#易理华旗下TrendResearch减仓
He is facing: Wall Street, hedge funds, Vitalik Buterin, the Ethereum Foundation, E-Guard, and retail investors...
All are refreshing your Aave position on F5, all waiting for you to get liquidated and buy the dip $ETH
I wonder if I can withstand it
#易理华旗下TrendResearch减仓
ETH has sold coins again!
This time, don't blame the foundation; it's Vitalik himself. I can't understand why he sells coins at such critical downturns every time?
In Vitalik's latest tweet, he almost officially 'let go' of the rollup-centric expansion route that has accompanied Ethereum for many years and directly expressed that the early vision for L2 is no longer applicable.
There are two main reasons:
🔹 L2 did not go as planned
The ideal L2 should have quickly entered Stage 2, achieving completely decentralized trustlessness, and through high interoperability, ultimately becoming a 'branded shard' backed by Ethereum. But the reality is that the advancement of Stage 2 is far slower than expected, interoperability is difficult to implement, and most L2s still deeply rely on their own governance structure, sequencers, and trust assumptions.
🔹 L1 has started to develop
L1 transaction fees continue to decline, throughput capacity is steadily increasing, and the roadmap indicates that the gas limit is expected to be significantly raised in 2026. This means that L1 is regaining the 'scalability' that was originally thought could only be entrusted to L2.
Looking at it this way, the role of L2 is being reshaped, summarized as:
From the previous 'unified expansion route' to 'L1 carrying expansion + L2 diversified innovation'.
Upon seeing this, many people's first reaction should be: 'It's over, ETH has completely given up on L2.'
In fact, there are also opportunities accompanying this; with L1 returning to the main chain and directly expanding, L2 can shed the burden of official scaling and move towards differentiation. Who knows, maybe in the future, a brand new route can be developed.
The last question, and the one everyone is most concerned about:
Can ETH's glory return?
At least from this directional adjustment, Ethereum can be considered to have returned to orthodoxy. The rest will be left to time and the market. $ETH #以太坊L2如何发展？
This time, don't blame the foundation; it's Vitalik himself. I can't understand why he sells coins at such critical downturns every time?
In Vitalik's latest tweet, he almost officially 'let go' of the rollup-centric expansion route that has accompanied Ethereum for many years and directly expressed that the early vision for L2 is no longer applicable.
There are two main reasons:
🔹 L2 did not go as planned
The ideal L2 should have quickly entered Stage 2, achieving completely decentralized trustlessness, and through high interoperability, ultimately becoming a 'branded shard' backed by Ethereum. But the reality is that the advancement of Stage 2 is far slower than expected, interoperability is difficult to implement, and most L2s still deeply rely on their own governance structure, sequencers, and trust assumptions.
🔹 L1 has started to develop
L1 transaction fees continue to decline, throughput capacity is steadily increasing, and the roadmap indicates that the gas limit is expected to be significantly raised in 2026. This means that L1 is regaining the 'scalability' that was originally thought could only be entrusted to L2.
Looking at it this way, the role of L2 is being reshaped, summarized as:
From the previous 'unified expansion route' to 'L1 carrying expansion + L2 diversified innovation'.
Upon seeing this, many people's first reaction should be: 'It's over, ETH has completely given up on L2.'
In fact, there are also opportunities accompanying this; with L1 returning to the main chain and directly expanding, L2 can shed the burden of official scaling and move towards differentiation. Who knows, maybe in the future, a brand new route can be developed.
The last question, and the one everyone is most concerned about:
Can ETH's glory return?
At least from this directional adjustment, Ethereum can be considered to have returned to orthodoxy. The rest will be left to time and the market. $ETH #以太坊L2如何发展？
The era of AI has truly arrived
When WeChat / Alipay was focused on payment gateways, this battlefield has now been shifted entirely to the gateway of AI large model applications.
Tencent and Baidu almost simultaneously invested heavily during the Spring Festival, with 1.5 billion cash red envelopes, not for the envelopes themselves, but for a longer-term goal:
👉 To make "consulting AI when in need" an instinctive action for users.
🔹 Tencent (Yuanbao App)
Total amount: 1 billion cash red envelopes, with a maximum single envelope of 10,000 yuan
Activity time: Officially launched on February 1 (can be reserved in advance on Yuanbao App)
Gameplay highlights: Emphasizing new AI gameplay + grabbing red envelopes, calling on everyone to experience AI interaction
🔹 Baidu (Wenxin Assistant / Baidu App)
Total amount: 500 million cash red envelopes, with a maximum single envelope of 10,000 yuan
Activity time: January 26 → March 12 (covering the entire Spring Festival + Lantern Festival)
Gameplay highlights: The core is to participate in AI interaction and collect cards with Wenxin Assistant to share the red envelopes
Now, the nation's leading AI is Byte's Doubao, with over 170 million monthly active users. Alibaba's Tongyi Qianwen has yet to make a move, and the next super app with 1 billion daily active users may very well emerge from AI assistants.
The question arises
When Web2 is desperately competing for the AI gateway with real money,
Could it be time for the next main line in the cryptocurrency circle to also focus on the "new AI sector"?
#达沃斯世界经济论坛2026 #AI
When WeChat / Alipay was focused on payment gateways, this battlefield has now been shifted entirely to the gateway of AI large model applications.
Tencent and Baidu almost simultaneously invested heavily during the Spring Festival, with 1.5 billion cash red envelopes, not for the envelopes themselves, but for a longer-term goal:
👉 To make "consulting AI when in need" an instinctive action for users.
🔹 Tencent (Yuanbao App)
Total amount: 1 billion cash red envelopes, with a maximum single envelope of 10,000 yuan
Activity time: Officially launched on February 1 (can be reserved in advance on Yuanbao App)
Gameplay highlights: Emphasizing new AI gameplay + grabbing red envelopes, calling on everyone to experience AI interaction
🔹 Baidu (Wenxin Assistant / Baidu App)
Total amount: 500 million cash red envelopes, with a maximum single envelope of 10,000 yuan
Activity time: January 26 → March 12 (covering the entire Spring Festival + Lantern Festival)
Gameplay highlights: The core is to participate in AI interaction and collect cards with Wenxin Assistant to share the red envelopes
Now, the nation's leading AI is Byte's Doubao, with over 170 million monthly active users. Alibaba's Tongyi Qianwen has yet to make a move, and the next super app with 1 billion daily active users may very well emerge from AI assistants.
The question arises
When Web2 is desperately competing for the AI gateway with real money,
Could it be time for the next main line in the cryptocurrency circle to also focus on the "new AI sector"?
#达沃斯世界经济论坛2026 #AI
I heard that the airdrop of HeyElsaAI did not meet the community's expectations?
Then it is very likely to rebound later...
Their founder Dhawal shared in the podcast "When Shift Happens," which left a deep impression on me.
He mainly reviewed his twenty years of entrepreneurial journey, where he shut down and restarted companies multiple times, personally experiencing the despair of running out of funds and witnessing Frontier Wallet grow from 0 to millions of users, only to find that many metrics were just vanity numbers.
What truly turned him towards HeyElsa was the insight into the real pain points of Web3: difficulty for newcomers, significant friction from intention to execution, and cumbersome cross-chain operations.
In the podcast, he repeatedly emphasized that the value of AI in crypto is to resolve the contradiction between "abstraction vs control." Many people call for AI agents, but he believes the real challenge is to make the agents trustworthy, measurable, and payable.
The x402 standard is designed for this architecture, enabling a full process of discovery, authorization, and settlement between agents and services, and $ELSA is the core of this economic layer. It transforms AI from a free toy into a priced, accountable coordination mechanism: using it to pay for premium features, unlock agent autonomy, reduce execution costs, share protocol revenue, and even participate in governance.
Tokenomics also emphasizes that there should be a real product driving growth first (already exceeding 5 million ARR, over 400 million in transaction volume, 930,000+ wallets), and then launch a token to bind growth.
The project is still at "Day 1," with a lot of seamless experiences to improve, but his attitude of "don’t burn all the money, survive first, then talk about greatness" makes one feel that this is an attempt at infrastructure with endurance and execution.
The TGE has just landed; $ELSA is listed on platforms like Bybit, KuCoin, MEXC, etc., with a native Base, and the initial circulation is only about 23%, low volatility + real usage scenarios + continuous burning mechanism, making it easy to ignite demand in a bullish market sentiment.
In the early stages of listing, volatility is high, with prices falling from a peak of around 0.20, currently hovering in the range of 0.13-0.14. In the short term, airdrops, perps incentives, and community momentum can push it up, while in the medium to long term, it depends on whether they fulfill their promise of "AI becoming the DeFi economic layer."
In short, what I sensed from Dhawal's sharing was not the excitement of quick success, but a conviction in long-term value after enduring the lows. If HeyElsa can truly make AI agents the invisible infrastructure of Web3, the price performance of $ELSA is likely to be good.
Then it is very likely to rebound later...
Their founder Dhawal shared in the podcast "When Shift Happens," which left a deep impression on me.
He mainly reviewed his twenty years of entrepreneurial journey, where he shut down and restarted companies multiple times, personally experiencing the despair of running out of funds and witnessing Frontier Wallet grow from 0 to millions of users, only to find that many metrics were just vanity numbers.
What truly turned him towards HeyElsa was the insight into the real pain points of Web3: difficulty for newcomers, significant friction from intention to execution, and cumbersome cross-chain operations.
In the podcast, he repeatedly emphasized that the value of AI in crypto is to resolve the contradiction between "abstraction vs control." Many people call for AI agents, but he believes the real challenge is to make the agents trustworthy, measurable, and payable.
The x402 standard is designed for this architecture, enabling a full process of discovery, authorization, and settlement between agents and services, and $ELSA is the core of this economic layer. It transforms AI from a free toy into a priced, accountable coordination mechanism: using it to pay for premium features, unlock agent autonomy, reduce execution costs, share protocol revenue, and even participate in governance.
Tokenomics also emphasizes that there should be a real product driving growth first (already exceeding 5 million ARR, over 400 million in transaction volume, 930,000+ wallets), and then launch a token to bind growth.
The project is still at "Day 1," with a lot of seamless experiences to improve, but his attitude of "don’t burn all the money, survive first, then talk about greatness" makes one feel that this is an attempt at infrastructure with endurance and execution.
The TGE has just landed; $ELSA is listed on platforms like Bybit, KuCoin, MEXC, etc., with a native Base, and the initial circulation is only about 23%, low volatility + real usage scenarios + continuous burning mechanism, making it easy to ignite demand in a bullish market sentiment.
In the early stages of listing, volatility is high, with prices falling from a peak of around 0.20, currently hovering in the range of 0.13-0.14. In the short term, airdrops, perps incentives, and community momentum can push it up, while in the medium to long term, it depends on whether they fulfill their promise of "AI becoming the DeFi economic layer."
In short, what I sensed from Dhawal's sharing was not the excitement of quick success, but a conviction in long-term value after enduring the lows. If HeyElsa can truly make AI agents the invisible infrastructure of Web3, the price performance of $ELSA is likely to be good.
Entered some of @APRO_Oracle's $AT
A project reaching today is definitely not just 'luck'.
Looking closely at APRO's path:
'CZ naming → YZi incubation investment → Binance Alpha → contracts → spot'
Does it feel particularly familiar? Yes!
The most typical comparison is Aster!
The key point is that APRO's fundamentals are solid:
🔹Continuous revenue generation after TGE
🔹The oracle serving the most customers on BNBChain, with collaborations all in true demand scenarios like prediction markets and DeFi
🔹PMF has been repeatedly validated, already a leading oracle on-chain
These are very rare in Web3.
On the market level, what I've heard is that they might announce:
Staking system, node plan, token model optimization, and other major actions.
If these are implemented, the circulating supply will tighten further. Based on experience, such combinations often serve as a breakout point for the market.
Adding another expectation:
Major oracles have basically already established paths to Korea, and the listing process is very mature.
Since $AT has successfully completed the entire process with Binance, I believe 'completing the Korean market' is just a matter of time.
A project reaching today is definitely not just 'luck'.
Looking closely at APRO's path:
'CZ naming → YZi incubation investment → Binance Alpha → contracts → spot'
Does it feel particularly familiar? Yes!
The most typical comparison is Aster!
The key point is that APRO's fundamentals are solid:
🔹Continuous revenue generation after TGE
🔹The oracle serving the most customers on BNBChain, with collaborations all in true demand scenarios like prediction markets and DeFi
🔹PMF has been repeatedly validated, already a leading oracle on-chain
These are very rare in Web3.
On the market level, what I've heard is that they might announce:
Staking system, node plan, token model optimization, and other major actions.
If these are implemented, the circulating supply will tighten further. Based on experience, such combinations often serve as a breakout point for the market.
Adding another expectation:
Major oracles have basically already established paths to Korea, and the listing process is very mature.
Since $AT has successfully completed the entire process with Binance, I believe 'completing the Korean market' is just a matter of time.
In this round, BTC has retraced to 84K. I found an interesting point: privacy coins and PoW mechanism coins are performing particularly well.
Privacy coins representatives: $ZEC , $DASH
PoW mechanism representatives: $BCH , $LTC
I feel that the entire cryptocurrency circle still revolves around "speculating on scarcity."
🔹 When mainstream narratives are focused on ETF, institutions, RWA, and AI, privacy coins happen to stand at the intersection between regulatory blind spots and real user needs. The more standardized the market, the scarcer privacy becomes.
🔹 After the BTC ETF, the PoS narrative has clearly leaned towards financialization and institutionalization. Conversely, the old-fashioned PoW, which relies on computational power as endorsement, is beginning to transform into an independent value system, resistant to censorship and policy risks.
I don't think this is a coincidence; perhaps this is an opportunity for repricing that deserves attention.
Privacy coins representatives: $ZEC , $DASH
PoW mechanism representatives: $BCH , $LTC
I feel that the entire cryptocurrency circle still revolves around "speculating on scarcity."
🔹 When mainstream narratives are focused on ETF, institutions, RWA, and AI, privacy coins happen to stand at the intersection between regulatory blind spots and real user needs. The more standardized the market, the scarcer privacy becomes.
🔹 After the BTC ETF, the PoS narrative has clearly leaned towards financialization and institutionalization. Conversely, the old-fashioned PoW, which relies on computational power as endorsement, is beginning to transform into an independent value system, resistant to censorship and policy risks.
I don't think this is a coincidence; perhaps this is an opportunity for repricing that deserves attention.
Binance Alpha Project Analysis - @eulerfinance
Project Introduction
Euler Finance is a modular, permissionless decentralized lending protocol on Ethereum, known as the "lending super application".
The core innovation of the protocol is the creation of customized lending markets through the Euler Vault Kit (EVK) and Ethereum Vault Connector (EVC), allowing anyone to deploy isolated lending vaults for any asset without centralized approval.
As of October 11, 2025, the key metrics of Euler Finance are:
🔸 Total Value Locked (TVL), 1.867 billion
🔸 Total Borrowing Amount, 1.905 billion
🔸 Monthly Active Users, ~10,800
Since 2020, Euler Finance has completed 40.8 million financing.
Binance Alpha
🔹 Activity Time: October 10, 2025 13:00 UTC - October 11, 2025 13:00 UTC (24 hours)
🔹 Reward Amount: 5 $EUL per person
🔹 Participation Eligibility: Users holding ≥200 Alpha Points (AP)
🔹 Claim Rules: First come, first served, until the reward pool is exhausted or the event ends.
Token Analysis
$EUL is already online.
Technical Pattern: EUL has been in a downward channel since its mid-2025 peak (~$11.70 ATH), recently breaking below the $9.10 support to form a bearish flag. Oversold RSI and rising open interest suggest a potential relief rebound to $10.60 (flag target/Bollinger Band upper limit), but a breakout above EMA(26) $9.52 is needed to confirm a bullish reversal.
Tim's Comments
Euler Finance is the first DeFi lending protocol token launched on Binance Alpha. $EUL has gained rapid exposure after being listed on Coinbase (launched in August), Upbit/Bithumb (launched in September), but the price fell by 15% to ~$8.20 after listing, showing volatility.
Additionally, the black swan event early this morning has significantly impacted the price of this clearly priced profit retracement, which may reduce its effectiveness. However, this coin remains stable, and the ongoing downward risk to $7.50 still exists, which can be considered for operation by everyone.
#币安alpha
Project Introduction
Euler Finance is a modular, permissionless decentralized lending protocol on Ethereum, known as the "lending super application".
The core innovation of the protocol is the creation of customized lending markets through the Euler Vault Kit (EVK) and Ethereum Vault Connector (EVC), allowing anyone to deploy isolated lending vaults for any asset without centralized approval.
As of October 11, 2025, the key metrics of Euler Finance are:
🔸 Total Value Locked (TVL), 1.867 billion
🔸 Total Borrowing Amount, 1.905 billion
🔸 Monthly Active Users, ~10,800
Since 2020, Euler Finance has completed 40.8 million financing.
Binance Alpha
🔹 Activity Time: October 10, 2025 13:00 UTC - October 11, 2025 13:00 UTC (24 hours)
🔹 Reward Amount: 5 $EUL per person
🔹 Participation Eligibility: Users holding ≥200 Alpha Points (AP)
🔹 Claim Rules: First come, first served, until the reward pool is exhausted or the event ends.
Token Analysis
$EUL is already online.
Technical Pattern: EUL has been in a downward channel since its mid-2025 peak (~$11.70 ATH), recently breaking below the $9.10 support to form a bearish flag. Oversold RSI and rising open interest suggest a potential relief rebound to $10.60 (flag target/Bollinger Band upper limit), but a breakout above EMA(26) $9.52 is needed to confirm a bullish reversal.
Tim's Comments
Euler Finance is the first DeFi lending protocol token launched on Binance Alpha. $EUL has gained rapid exposure after being listed on Coinbase (launched in August), Upbit/Bithumb (launched in September), but the price fell by 15% to ~$8.20 after listing, showing volatility.
Additionally, the black swan event early this morning has significantly impacted the price of this clearly priced profit retracement, which may reduce its effectiveness. However, this coin remains stable, and the ongoing downward risk to $7.50 still exists, which can be considered for operation by everyone.
#币安alpha
Binance Alpha Project Analysis - @WalrusProtocol
Project Introduction
Walrus Protocol is a decentralized storage protocol built on the Sui blockchain, focusing on decentralized solutions for large binary file storage, primarily serving scenarios such as AI datasets, media content, NFTs, and blockchain historical data.
A round of financing has been completed, totaling $140 million, mainly achieved through token sales, with a project valuation of $200 million.
Core Technical Features:
🔹Efficiency Advantage: With logarithmic proof and low replication factors, storage costs are about $0.001/GB/month, reducing costs by 100 times compared to competitors.
🔹Programmability: Deeply integrated with Sui Move smart contracts, supporting dynamic operations such as splitting, merging, and transferring storage objects, suitable for dynamic NFTs and AI agent scenarios.
🔹Flexibility and Security: Supports data deletion and asynchronous challenge verification mechanisms, tolerating 1/3 malicious nodes.
🔹Network Performance: Currently 103 operational nodes, having stored 374 TB (capacity 4.16 PB, utilization rate 9%), with daily growth reaching TB levels.
Binance Alpha
October 10th, 15:00 (UTC+8) Launch for Claiming
Airdrop Rules: Qualified users can claim 150 within 24 hours after trading begins
$WAL (consuming 15 Alpha points). The first phase (first 18 hours) has a threshold of 210 points, the second phase (last 6 hours) 195 points, first come first served.
Token Analysis
$WAL has already launched
Price Level: $0.3537 (close to historical low $0.3546, down 59% from March 2025 ATH $0.8742)
Currently in extreme oversold condition (RSI 15m/1h both below 25), historically such levels usually trigger technical rebounds. The key support level of $0.35, if maintained, may bounce back to the range of $0.38-$0.40 (Bollinger Band middle line and previous consolidation area). However, the expansion of the MACD negative bars and high ADX warning for downward trends remain strong. If it breaks below $0.35, the next target will be $0.30.
Tim's Comments
@WalrusProtocol I still have a long-term optimistic view, as the core infrastructure of the #SUI ecosystem, leveraging technological innovation and a strong financing background, occupies a unique position in the decentralized storage track.
This Alpha launch may be an opportunity to buy at the bottom, but still need to pay attention to risks and manage positions. Medium to long-term investors should focus on storage utilization data, cost growth, and Sui TVL changes as key monitoring indicators.
Project Introduction
Walrus Protocol is a decentralized storage protocol built on the Sui blockchain, focusing on decentralized solutions for large binary file storage, primarily serving scenarios such as AI datasets, media content, NFTs, and blockchain historical data.
A round of financing has been completed, totaling $140 million, mainly achieved through token sales, with a project valuation of $200 million.
Core Technical Features:
🔹Efficiency Advantage: With logarithmic proof and low replication factors, storage costs are about $0.001/GB/month, reducing costs by 100 times compared to competitors.
🔹Programmability: Deeply integrated with Sui Move smart contracts, supporting dynamic operations such as splitting, merging, and transferring storage objects, suitable for dynamic NFTs and AI agent scenarios.
🔹Flexibility and Security: Supports data deletion and asynchronous challenge verification mechanisms, tolerating 1/3 malicious nodes.
🔹Network Performance: Currently 103 operational nodes, having stored 374 TB (capacity 4.16 PB, utilization rate 9%), with daily growth reaching TB levels.
Binance Alpha
October 10th, 15:00 (UTC+8) Launch for Claiming
Airdrop Rules: Qualified users can claim 150 within 24 hours after trading begins
$WAL (consuming 15 Alpha points). The first phase (first 18 hours) has a threshold of 210 points, the second phase (last 6 hours) 195 points, first come first served.
Token Analysis
$WAL has already launched
Price Level: $0.3537 (close to historical low $0.3546, down 59% from March 2025 ATH $0.8742)
Currently in extreme oversold condition (RSI 15m/1h both below 25), historically such levels usually trigger technical rebounds. The key support level of $0.35, if maintained, may bounce back to the range of $0.38-$0.40 (Bollinger Band middle line and previous consolidation area). However, the expansion of the MACD negative bars and high ADX warning for downward trends remain strong. If it breaks below $0.35, the next target will be $0.30.
Tim's Comments
@WalrusProtocol I still have a long-term optimistic view, as the core infrastructure of the #SUI ecosystem, leveraging technological innovation and a strong financing background, occupies a unique position in the decentralized storage track.
This Alpha launch may be an opportunity to buy at the bottom, but still need to pay attention to risks and manage positions. Medium to long-term investors should focus on storage utilization data, cost growth, and Sui TVL changes as key monitoring indicators.
It's said that Binance has experts, and now I truly believe it.
The buzz around #币安人生 has just started, and Meme Rush has taken advantage of it, igniting the entire market.
Retail investors have gone completely crazy, the trading volume of meme coins on the BNB Chain has skyrocketed, overwhelmingly surpassing Solana.
I'm not chasing memes anymore, I've added some to my position $BNB .
When viewing 'Binance Exchange' as an application on the BNB Chain, and with Binance Wallet, Four.Meme, Aster DEX all contributing to the ecosystem, the value of BNB could at least double.
#BNBChainMeme热潮 #BNB市值超越XRP
The buzz around #币安人生 has just started, and Meme Rush has taken advantage of it, igniting the entire market.
Retail investors have gone completely crazy, the trading volume of meme coins on the BNB Chain has skyrocketed, overwhelmingly surpassing Solana.
I'm not chasing memes anymore, I've added some to my position $BNB .
When viewing 'Binance Exchange' as an application on the BNB Chain, and with Binance Wallet, Four.Meme, Aster DEX all contributing to the ecosystem, the value of BNB could at least double.
#BNBChainMeme热潮 #BNB市值超越XRP
Binance Alpha Project Analysis - @Slime_Miner
Project Introduction
Slime Miner is a free Web3 idle mining RPG developed by Weracle Studio, launched on January 22, 2025, on the Kaia blockchain as a LINE Mini DApp.
Game Features
🔹Core Loop: Utilizes an "Excavate-Upgrade-Repeat" idle mechanism, players can enhance efficiency through drill engines/coolers (10,000+ combinations), hiring heroes/new types/mercenary slimes
🔹Offline Rewards: The auxiliary mining system supports offline earnings, suitable for fragmented time gaming
🔹Social Competition: Includes PVP slime racing (Gold/Platinum/Diamond ranks), guild wars, and DigPrix competitions
🔹Web3 Integration: The NFT system (profile tokens, golden relics) can be used across seasons/games, but does not require a blockchain wallet
Binance Alpha
Alpha trading will start on October 08, 2025, at 15:00 (UTC+8)
Users holding at least 200 Binance Alpha points can claim airdrop of 5,000 $SLX tokens.
Token Distribution
🔸50% ecological incentives, seasonal airdrops, tasks, staking rewards; based on performance snapshots (slime points), the reward pool will be halved each season
🔸15% marketing, cooperative promotions (YGG, Immutable), user acquisition events
🔸15% team, core contributors, locked to ensure alignment of interests (1-4 years linear unlock)
🔸10% investors, early supporters, up to 8 years linear unlock to prevent dumping
🔸5% development, protocol upgrades, new features (cross-chain bridges, IP expansions)
🔸5% liquidity, initial exchange pool and DEX liquidity
Initial Circulation: Approximately 250 million tokens (2.5% of total), sourced from liquidity and airdrop allocations.
Market Expectations and Price Outlook
@Slime_Miner will simultaneously launch on MEXC and set a $50,000 USDT prize pool. Despite low transparency in financing information, validated metrics such as an 18 million user base, $2 million monthly revenue, and 85% weekly retention rate provide strong market validation.
Based on multi-dimensional analysis, the short-term opening price is expected to be in the range of $0.015-$0.025
Tim’s Comments
Chain game projects are expected to see a 2-3x premium on the first day (due to airdrop FOMO surge, peak around $0.03-$0.05), but the risk of a subsequent pullback is significant; be cautious and sell in time.
If it's for playing games, you might wait for the price to drop before buying some, but the current market enthusiasm is not focused on chain games, which carry higher risks.
#币安alpha #Slime
Project Introduction
Slime Miner is a free Web3 idle mining RPG developed by Weracle Studio, launched on January 22, 2025, on the Kaia blockchain as a LINE Mini DApp.
Game Features
🔹Core Loop: Utilizes an "Excavate-Upgrade-Repeat" idle mechanism, players can enhance efficiency through drill engines/coolers (10,000+ combinations), hiring heroes/new types/mercenary slimes
🔹Offline Rewards: The auxiliary mining system supports offline earnings, suitable for fragmented time gaming
🔹Social Competition: Includes PVP slime racing (Gold/Platinum/Diamond ranks), guild wars, and DigPrix competitions
🔹Web3 Integration: The NFT system (profile tokens, golden relics) can be used across seasons/games, but does not require a blockchain wallet
Binance Alpha
Alpha trading will start on October 08, 2025, at 15:00 (UTC+8)
Users holding at least 200 Binance Alpha points can claim airdrop of 5,000 $SLX tokens.
Token Distribution
🔸50% ecological incentives, seasonal airdrops, tasks, staking rewards; based on performance snapshots (slime points), the reward pool will be halved each season
🔸15% marketing, cooperative promotions (YGG, Immutable), user acquisition events
🔸15% team, core contributors, locked to ensure alignment of interests (1-4 years linear unlock)
🔸10% investors, early supporters, up to 8 years linear unlock to prevent dumping
🔸5% development, protocol upgrades, new features (cross-chain bridges, IP expansions)
🔸5% liquidity, initial exchange pool and DEX liquidity
Initial Circulation: Approximately 250 million tokens (2.5% of total), sourced from liquidity and airdrop allocations.
Market Expectations and Price Outlook
@Slime_Miner will simultaneously launch on MEXC and set a $50,000 USDT prize pool. Despite low transparency in financing information, validated metrics such as an 18 million user base, $2 million monthly revenue, and 85% weekly retention rate provide strong market validation.
Based on multi-dimensional analysis, the short-term opening price is expected to be in the range of $0.015-$0.025
Tim’s Comments
Chain game projects are expected to see a 2-3x premium on the first day (due to airdrop FOMO surge, peak around $0.03-$0.05), but the risk of a subsequent pullback is significant; be cautious and sell in time.
If it's for playing games, you might wait for the price to drop before buying some, but the current market enthusiasm is not focused on chain games, which carry higher risks.
#币安alpha #Slime
Binance Alpha Project Analysis - @KGeN_IO
Project Introduction
KGeN is the world's largest verification distribution protocol, focusing on providing anti-bot user distribution and identity verification services for AI, DeFi, gaming, and consumer applications.
As of October 2025, the project has 38.9 million verified users distributed across 60+ countries, with an annual revenue of $48.3 million and has completed $43.5 million in financing.
In terms of industry competitiveness, KGeN is the only full-stack solution that provides verification identity + anti-bot distribution + on-chain commercialization.
Binance Alpha
October 7th, 14:00 (UTC), launching Binance Alpha, airdrop: one segment ≥ 210 Alpha points, second segment 190 Alpha points, can claim 100 $KGEN
October 7th, 14:30 (UTC), launching Binance Futures (perpetual)
Token Distribution
Total supply: 1 billion KGEN
40% community/ecosystem/airdrop, remaining linear release over 12-24 months
22% treasury/foundation, linear release over 12 months
22% team advisors, 12-month lock-up period + 36-48 months linear release
16% early investors, 12-month lock-up period + 36-48 months linear release
Key Unlock Time Points
🔸October 7, 2025 (TGE): 19.87% (mainly from community/treasury)
🔸October 7, 2026: 3.80% (treasury/community)
🔸Starting from October 8, 2026: team/investors will begin quarterly unlocks (2.45-3.53% each time)
🔸2029: all unlocks completed
Market Expectations and Price Outlook
October 7th, 15:00 (UTC) global debut on KuCoin, followed by Gate, MEXC, Bitget, BingX launching simultaneously.
Multi-exchange liquidity, conversion from 38.9 million user base, staking yield attractiveness, combined with MEXC OTC trading price $0.63/KGEN, expected opening price for $KGEN: $0.19-$0.78 (benchmark $0.46)
Tim's Comments
@KGeN_IO valuation is not high, recent BTC market hit new highs, the overall market environment is favorable, so it is still worth paying attention to market feedback. Binance Alpha users can see if expectations are met, many in the community are calling for $1, which should be out of reach.
If it’s less than 50u, it may be wise to wait and see; those looking to buy the dip should pay attention to the token unlock schedule.
#币安alpha #KGEN #BNB创新高
Project Introduction
KGeN is the world's largest verification distribution protocol, focusing on providing anti-bot user distribution and identity verification services for AI, DeFi, gaming, and consumer applications.
As of October 2025, the project has 38.9 million verified users distributed across 60+ countries, with an annual revenue of $48.3 million and has completed $43.5 million in financing.
In terms of industry competitiveness, KGeN is the only full-stack solution that provides verification identity + anti-bot distribution + on-chain commercialization.
Binance Alpha
October 7th, 14:00 (UTC), launching Binance Alpha, airdrop: one segment ≥ 210 Alpha points, second segment 190 Alpha points, can claim 100 $KGEN
October 7th, 14:30 (UTC), launching Binance Futures (perpetual)
Token Distribution
Total supply: 1 billion KGEN
40% community/ecosystem/airdrop, remaining linear release over 12-24 months
22% treasury/foundation, linear release over 12 months
22% team advisors, 12-month lock-up period + 36-48 months linear release
16% early investors, 12-month lock-up period + 36-48 months linear release
Key Unlock Time Points
🔸October 7, 2025 (TGE): 19.87% (mainly from community/treasury)
🔸October 7, 2026: 3.80% (treasury/community)
🔸Starting from October 8, 2026: team/investors will begin quarterly unlocks (2.45-3.53% each time)
🔸2029: all unlocks completed
Market Expectations and Price Outlook
October 7th, 15:00 (UTC) global debut on KuCoin, followed by Gate, MEXC, Bitget, BingX launching simultaneously.
Multi-exchange liquidity, conversion from 38.9 million user base, staking yield attractiveness, combined with MEXC OTC trading price $0.63/KGEN, expected opening price for $KGEN: $0.19-$0.78 (benchmark $0.46)
Tim's Comments
@KGeN_IO valuation is not high, recent BTC market hit new highs, the overall market environment is favorable, so it is still worth paying attention to market feedback. Binance Alpha users can see if expectations are met, many in the community are calling for $1, which should be out of reach.
If it’s less than 50u, it may be wise to wait and see; those looking to buy the dip should pay attention to the token unlock schedule.
#币安alpha #KGEN #BNB创新高
Binance Alpha Project Analysis - @pipenetwork
Project Introduction
Pipe Network is a decentralized physical infrastructure network (DePIN) project focused on content delivery networks (CDN) and storage services.
Founder and CEO @DavidRhodus previously served as a technical manager at AWS, with deep experience in cloud infrastructure and edge computing.
Funding
The project has completed a total of $16.75 million in funding, led by Multicoin Capital with $10 million in Series A.
Binance Alpha
Date: Will launch on October 8, 2025, on Binance Alpha.
Token Distribution
Total Token Supply: 1 billion $PIPE
🔹33% community, including public incentives of 3% (30 million) through ICO sale;
Partially linear release over 2-4 years to prevent sell pressure
🔹20% venture capital, 12 months lock-up period + 24-48 months linear release
🔹17% core contributors and labs, 1-year lock-up period + 4 years linear release, ensuring long-term alignment of team interests
🔹10% angel investors/early supporters, 24-36 months linear release
🔹10% node operators, no lock-up, minting based on performance rewards
🔹10% ecosystem and treasury, for partnerships, liquidity, and development, controlled release
CoinList New Token Sale
🔸Tokens Sold: 30 million PIPE (3% of total supply)
🔸Sale Price: $0.25 per token (some tiered pricing at $0.20-$0.25)
🔸Funds Raised: $7.5 million
🔸Participation Limits: Minimum $100 per user, maximum $5,000
🔸Launch FDV: $250 million (based on $0.25 price)
Market Expectations and Price Outlook
Launch Price Expectation
👉Expected price range: $0.20-$0.40, benchmark price close to ICO price of $0.25 (based on $250 million FDV)
Upside Drivers: Binance user demand + DePIN sector popularity + Solana ecosystem momentum + endorsement from $16.75 million funding
Downside Pressure: ICO participant unlock (30 million tokens) + pre-launch speculation + overall market volatility
Tim's Comments:
Projects in the DePIN track with large funding tend to have stable control when launched. The short-term price should hover around the new token sale price, so those looking to trade should keep an eye on the value of 0.25.
Long-term investors should focus on on-chain data after launch (circulation, node growth, actual usage, token unlocks, etc.) to assess the project's real progress.
#币安Alpha #BNB创新高
Project Introduction
Pipe Network is a decentralized physical infrastructure network (DePIN) project focused on content delivery networks (CDN) and storage services.
Founder and CEO @DavidRhodus previously served as a technical manager at AWS, with deep experience in cloud infrastructure and edge computing.
Funding
The project has completed a total of $16.75 million in funding, led by Multicoin Capital with $10 million in Series A.
Binance Alpha
Date: Will launch on October 8, 2025, on Binance Alpha.
Token Distribution
Total Token Supply: 1 billion $PIPE
🔹33% community, including public incentives of 3% (30 million) through ICO sale;
Partially linear release over 2-4 years to prevent sell pressure
🔹20% venture capital, 12 months lock-up period + 24-48 months linear release
🔹17% core contributors and labs, 1-year lock-up period + 4 years linear release, ensuring long-term alignment of team interests
🔹10% angel investors/early supporters, 24-36 months linear release
🔹10% node operators, no lock-up, minting based on performance rewards
🔹10% ecosystem and treasury, for partnerships, liquidity, and development, controlled release
CoinList New Token Sale
🔸Tokens Sold: 30 million PIPE (3% of total supply)
🔸Sale Price: $0.25 per token (some tiered pricing at $0.20-$0.25)
🔸Funds Raised: $7.5 million
🔸Participation Limits: Minimum $100 per user, maximum $5,000
🔸Launch FDV: $250 million (based on $0.25 price)
Market Expectations and Price Outlook
Launch Price Expectation
👉Expected price range: $0.20-$0.40, benchmark price close to ICO price of $0.25 (based on $250 million FDV)
Upside Drivers: Binance user demand + DePIN sector popularity + Solana ecosystem momentum + endorsement from $16.75 million funding
Downside Pressure: ICO participant unlock (30 million tokens) + pre-launch speculation + overall market volatility
Tim's Comments:
Projects in the DePIN track with large funding tend to have stable control when launched. The short-term price should hover around the new token sale price, so those looking to trade should keep an eye on the value of 0.25.
Long-term investors should focus on on-chain data after launch (circulation, node growth, actual usage, token unlocks, etc.) to assess the project's real progress.
#币安Alpha #BNB创新高
You will find that you don't need to go to work because you are working every day.
You will find that you don't need an alarm clock because being broke is the alarm clock.
---Fengmi@KuiGas
Brothers, let's encourage each other!
You will find that you don't need an alarm clock because being broke is the alarm clock.
---Fengmi@KuiGas
Brothers, let's encourage each other!
Momentum Finance countdown to launch is fully prepared for anytime launch. What else can we do?
@MMTFinance has reached or exceeded industry standards in all key metrics including TVL, trading volume, user scale, revenue capability, and security audits. As the largest DEX in the Sui ecosystem (holding 71% market share), those who can participate should definitely get involved.
1. First and foremost is the Buidlpad new project launch
This is the HODL Yield activity officially mentioned, which has now begun
🔹 Time: September 26, 2025 - October 19, 2025
🔹 Incentive mechanism: Offering up to 155% APR + 2 times Bricks points
🔹 Key pools: SUI-USDC, xSUI-SUI, BTC pair (BTCFi pool APR reaches 120%)
Details: https://mmtfinance.medium.com/momentum-x-buidlpad-hodl-yield-campaign-is-live-0bbcbf32237a
Conclusion: Since the last project @FalconStable $FF exploded, Buidlpad has been heavily filled, with TVL directly reaching 440M. The requirements may be higher; specific quotas will be assessed comprehensively, and KYC preparation is needed. Many studios operate multiple accounts, so participants should join according to their own situations.
2. The WAGMI trading competition itself
🔸 Time: May 26, 2025 - October 15, 2025 (first season snapshot)
Simultaneously starting the second season until ve(3,3) goes live
🔸 The snapshot will record Bricks points and trading activities to determine the allocation qualifications and amounts for the $MMT token TGE (token generation event).
🔸 Season 2 will follow, introducing new leaderboards, multiplier mechanisms, and more Bricks rewards.
Details: https://mmtfinance.medium.com/wagmi-trading-competition-update-final-end-date-snapshot-and-season-2-ahead-8e0525cc3d58
Conclusion: This is also beneficial for BuidlPad new project launches. Those who participated previously can add more according to their actual situation.
3. Title Deed NFT free mint
Momentum Finance announced the distribution mechanism for Title Deed NFTs on September 5, 2025, where the Top 500 yapper will receive a Deed, and the rest will be independently allocated.
The role of the Deed NFT: Token allocation, unlocking $MMT airdrop shares, veMMT governance rights, TGL IDO priority allocation, ecosystem partner airdrops, etc.
Details: https://x.com/MMTFinance/status/1963980560390623536
Conclusion: A must-have for free minting, provided you are confident to rank within the top 500, refer to the monthly leaderboard. Of course, participants can also obtain multiple Title Deeds through various channels, with a total of 10,000 available.
@MMTFinance has reached or exceeded industry standards in all key metrics including TVL, trading volume, user scale, revenue capability, and security audits. As the largest DEX in the Sui ecosystem (holding 71% market share), those who can participate should definitely get involved.
1. First and foremost is the Buidlpad new project launch
This is the HODL Yield activity officially mentioned, which has now begun
🔹 Time: September 26, 2025 - October 19, 2025
🔹 Incentive mechanism: Offering up to 155% APR + 2 times Bricks points
🔹 Key pools: SUI-USDC, xSUI-SUI, BTC pair (BTCFi pool APR reaches 120%)
Details: https://mmtfinance.medium.com/momentum-x-buidlpad-hodl-yield-campaign-is-live-0bbcbf32237a
Conclusion: Since the last project @FalconStable $FF exploded, Buidlpad has been heavily filled, with TVL directly reaching 440M. The requirements may be higher; specific quotas will be assessed comprehensively, and KYC preparation is needed. Many studios operate multiple accounts, so participants should join according to their own situations.
2. The WAGMI trading competition itself
🔸 Time: May 26, 2025 - October 15, 2025 (first season snapshot)
Simultaneously starting the second season until ve(3,3) goes live
🔸 The snapshot will record Bricks points and trading activities to determine the allocation qualifications and amounts for the $MMT token TGE (token generation event).
🔸 Season 2 will follow, introducing new leaderboards, multiplier mechanisms, and more Bricks rewards.
Details: https://mmtfinance.medium.com/wagmi-trading-competition-update-final-end-date-snapshot-and-season-2-ahead-8e0525cc3d58
Conclusion: This is also beneficial for BuidlPad new project launches. Those who participated previously can add more according to their actual situation.
3. Title Deed NFT free mint
Momentum Finance announced the distribution mechanism for Title Deed NFTs on September 5, 2025, where the Top 500 yapper will receive a Deed, and the rest will be independently allocated.
The role of the Deed NFT: Token allocation, unlocking $MMT airdrop shares, veMMT governance rights, TGL IDO priority allocation, ecosystem partner airdrops, etc.
Details: https://x.com/MMTFinance/status/1963980560390623536
Conclusion: A must-have for free minting, provided you are confident to rank within the top 500, refer to the monthly leaderboard. Of course, participants can also obtain multiple Title Deeds through various channels, with a total of 10,000 available.
Today's Best Reservation - @worldlibertyfi
First, congratulations to the early buyers who participated in the presale, it looks like a profit of around 20 times is on the way.
First round of public sale, October 2024, $0.0152
Second round of public sale, January 2025, $0.055
DWF, B2C2, and other institutions acquired at a price of $0.1
Additionally, the derivatives of $WLFI saw a capital flow increase of 3.13 billion in 24 hours, accounting for 7-8% of the overall futures market, becoming one of the top five most active crypto assets overnight, temporarily siphoning liquidity from mainstream currencies' spot and derivatives.
I just checked the sentiment in the American community and it's a bit exaggerated, directly calling for a surge to 1U, with a short-term bottom of 5U, while the sentiment here in the Chinese community is relatively conservative, with most people observing. The officials are worried about potential congestion on the frontend webpage, and have kindly guided you on how to operate on-chain.
From the early circulation data, I personally believe it will rise. Based on a 20% unlocking ratio, the first batch unlocks a maximum of 3 billion tokens, far from the expected 5 billion tokens. The chips are extremely tight, with global users frantically grabbing the remaining 3 billion in spot, and the big holders are all die-hard fans with diamond hands, easily leading to FOMO.
However, due to the previously damaged credit of Trump's meme coin, the ceiling may be greatly reduced; I won’t comment on how much specifically.
Tonight at 8 PM, coin distribution starts, and at 9 PM, the story of $WLFI U corresponding to 100 billion FDV surpassing ETH is unfolding. Stay tuned... $WLFI
First, congratulations to the early buyers who participated in the presale, it looks like a profit of around 20 times is on the way.
First round of public sale, October 2024, $0.0152
Second round of public sale, January 2025, $0.055
DWF, B2C2, and other institutions acquired at a price of $0.1
Additionally, the derivatives of $WLFI saw a capital flow increase of 3.13 billion in 24 hours, accounting for 7-8% of the overall futures market, becoming one of the top five most active crypto assets overnight, temporarily siphoning liquidity from mainstream currencies' spot and derivatives.
I just checked the sentiment in the American community and it's a bit exaggerated, directly calling for a surge to 1U, with a short-term bottom of 5U, while the sentiment here in the Chinese community is relatively conservative, with most people observing. The officials are worried about potential congestion on the frontend webpage, and have kindly guided you on how to operate on-chain.
From the early circulation data, I personally believe it will rise. Based on a 20% unlocking ratio, the first batch unlocks a maximum of 3 billion tokens, far from the expected 5 billion tokens. The chips are extremely tight, with global users frantically grabbing the remaining 3 billion in spot, and the big holders are all die-hard fans with diamond hands, easily leading to FOMO.
However, due to the previously damaged credit of Trump's meme coin, the ceiling may be greatly reduced; I won’t comment on how much specifically.
Tonight at 8 PM, coin distribution starts, and at 9 PM, the story of $WLFI U corresponding to 100 billion FDV surpassing ETH is unfolding. Stay tuned... $WLFI
Login to explore more contents