解构师Beyond

Can a high degree not become a KOL...?

This is the opinion of Master Pang, but I believe it is completely wrong, even catering to populist traffic.

First, it must be clear: the KOL I refer to is a key opinion leader who can earn money through their own content and abilities, can make money with fans, and provides a wealth of information; not someone who spends dozens of yuan to buy followers, uses AI to write articles for AI to read, or relies on shady tricks to deceive small exchanges.

Under this standard, high-degree KOLs are everywhere. I can name dozens just from Hong Kong's third new second, and I have many friends with backgrounds from 985, 211, and even prestigious overseas schools.

In the image, I selected one or two representatives from each school, who are around my age and relatively familiar to me; this is just the tip of the iceberg.

I myself graduated with a finance bachelor's degree from 985. When I first entered the circle, I thought this was an advantage, but later I found out that the crypto world is full of hidden talents, and there are plenty of high-degree KOLs. The real reason is that they do not flaunt their degrees because achievements are the strongest business cards.

The actual situation in the cryptocurrency circle, especially in the KOL industry, is:

No one really cares which school you graduated from, so there is naturally no degree discrimination or degree threshold.

So please, if you can't do it, you can't do it; a nerd is just a nerd. Please stop saying that you can't become a KOL because of your high degree; such displays of superiority only make people feel childish.

Moreover, there is almost no threshold for KOLs; if you can't even do KOL, then don't even mention other things. $BNB

So this is how you guys bring in the commissions😅

It's still too oppressive.

The previously关注ed USA₮ and $USDT are Tether's layout of the "bright line" aimed at maintaining the stablecoin share

While the "dark line" targeting institutional settlement and asset tokenization is carried by the strategic investment project Rayls, with the core goal of establishing a settlement interface between institutions

Rayls' core development team Parfin has raised a total of 32 million dollars

The investors include lead investor Tether as well as crypto venture capital Framework Ventures, ParaFi Capital, traditional financial giant Accenture Ventures under Accenture, and the Latin American clearing hub Núclea also participated in the investment

The architecture adopts a privacy node + public chain model, allowing institutions to tokenize receivables and deposits within private nodes

Through ZKP and FHE technology, achieving a balance between transaction confidentiality and regulatory auditing

Assets cross-chain into public L1 to access DeFi liquidity, allowing retail investors to obtain the rights to profits that were originally locked within banks

Core landing data and progress:

- Selected for the Brazilian Central Bank CBDC pilot and provided privacy technology solutions

- Núclea processes 10,000 dollars of tokenized receivables weekly; the AmFi plan aims to introduce 1 billion dollars in asset flow

- RLS has been launched on Binance Alpha+, Coinbase, and other platforms with an FDV of about 70 million dollars

- The token includes a 50% destruction mechanism, and public chain Gas fees are settled in stablecoins

- The mainnet will officially launch in Q1 2026, marking a key node for institutional funds to go on-chain

That said, as BTC breaks and officially declares entry into a bear market stage

Facing a season of altcoins with no more liquidity flooding and the failure of peak escape indicators, this is a topic we must learn

Therefore, paying more attention to projects like Tether and Rayls, which have a higher ceiling, is also a necessary lesson for us in the crypto circle to mine gold from the manure.

Previously invited by a friend to a family gathering, during which her mother asked me what I think of $XRP

Although I am All In Crypto, when asked about my thoughts on this long-term top five market cap public chain coin, I really didn't know how to respond at that moment

This also represents a generation gap that exists between current crypto investors and the broader cryptocurrency community

What we are more familiar with are BNBChain, Solana, Base, while they are more interested in XRP, ADA, Doge

/

In fact, outside of the Chinese community, the holding scale and loyalty of XRP are astonishing, but this group of holders rarely voices their opinions on social media, typical of the silent majority

These massive assets have long been in a dormant state, with the vast majority locked in exchanges or lying in cold wallets gathering dust

In contrast, BTC has already entered the BTCFi era initiated by Babylon, and the liquidity yields of ETH are quite basic

XRP, also among the top five by market cap, has indeed lacked a secure and native yield layer for a long time

The emergence of DopplerFinance has completed the last piece of the XRPfi puzzle

The background is solid, with investors including top-tier institutions such as DCG, HashKey Capital, GSR, and deep backing from the Ripple official ecosystem

Strategically, it follows an institutional-level DeFi route, using neutral hedging strategies and custodial solutions like Ceffu to keep risks at an extremely low level

Currently, the TVL is approaching 100 million USD, with an average single deposit over ten thousand, indicating that those focusing here are mostly large holders and institutional funds

/

The participation method is also quite straightforward; currently, it is mainly through depositing $XRP or Ripple's official stablecoin $RLUSD to earn Doppler Points

You need to prepare a Girin Wallet that supports social login; you can deposit from the exchange to the blockchain

Recently, expectations for the RLUSD incentive program are very high, and substantial actions are likely to occur in February

It is important to note that withdrawals will have a 7-day waiting period, so it's more suitable for holders planning to hold long-term

You can choose to register multiple accounts and invite yourself to maximize point earnings

I’m afraid the 'Ender' described by Liu Cixin may appear in our lifetime!

According to Forbes, just after SpaceX, owned by Elon Musk, completed its merger with xAI, his personal wealth surpassed $800 billion, firmly securing his place as the world's richest person.

His personal wealth is currently about $570 billion higher than that of the second richest person on the billionaire list, Google co-founder Larry Page.

This marks the fourth time Musk has broken his personal wealth record in four months.

$800 billion is truly an enormous amount; many people don’t really feel its weight.

- If viewed as the GDP of a country, he ranks approximately between 20th and 25th globally, surpassing the annual GDP of Switzerland, Poland, or Sweden.

- If all of it were converted into $100 bills, stacked up, the height would be about 880 kilometers, already reaching beyond the atmosphere.

- If you started spending $100,000 every day from the Qin Dynasty (221 BC), you would only reach about 1/10 of Musk's wealth by today, 2026.

It is reported that SpaceX may choose to go public around June 28, 2026.

This day not only marks Musk's 55th birthday but also coincides with a rare orbital conjunction of Jupiter and Venus, full of the space romanticism he consistently favors.

Investment banks predict that its IPO valuation will reach $1.5 trillion, with a target fundraising amount exceeding $50 billion.

This will easily break the record held by Saudi Aramco, becoming the largest IPO in human history.

$BTC

Semaglutide is simply selling like crazy 💸

The parent company of 'Semaglutide', Novo Nordisk, just released its 2025 financial report, and it's basically a money printer: total sales amount to approximately 250.8 billion RMB

At present, it seems that the only competitor capable of shaking its position globally is its old rival, 'Tirzepatide'

The battle of the two giants in the pharmaceutical industry has already entered a fever pitch, with Tirzepatide selling 24.8 billion dollars in the first three quarters of last year

After the annual data is revealed, it's really hard to say who will be the new generation 'King of All Medicines'

Interestingly, right after these two weight loss miracle drugs were launched, many influencers and entertainment stars announced their 'successful diet and exercise weight loss' 😂

I must say, weight management is truly a super essential trillion-level market.

Wolf Cub spent 55 dollars to have OpenClaw post a tweet 😂

This is also the voice of many friends playing OpenClaw / MoltBook recently, buying an API is just too damn expensive, and it's easy to accidentally overshoot the budget

In fact, there are many tricks to save the budget, like DGrid

Not much to say about the project overview, you can check it out on RootData, in short, it’s a legitimate AI with funding

Mainly want to talk about their 'Genesis Membership Plan'

- DGrid Premium annual subscription fee 1580U

- Can simultaneously use OpenAI Pro $200, Grok Heavy $300, Gemini Ultra $250, Claude Max $200 subscription memberships

- Equivalent to enjoying a $11,400 annual fee membership at a 1.4% discount

- Also, a monthly gift of 300U Token consumption quota

- There are also rewards for mining tokens DGAI and IOTX, but that’s not the focus

In short, if you are not a heavy user, or just want to try out the latest AI tools, buying a membership here to access the API is still relatively cost-effective

Of course, it’s not necessary to pay

DGrid recently set up an AI Arena, where you can choose the better one among the answers of two anonymous models, in exchange for USDT rewards, zero consumption pure freebie, which is quite interesting

@币安广场

Live one session and earn five to six thousand yuan, what else do you need a bicycle for?

They say the content in the Twitter cryptocurrency space has no traffic because it doesn't make money. Today, I'm sharing some real money-making tips, let's see if there's any traffic.

Recently, Binance Square live streaming can be a dual benefit, so pay close attention.

❚ Prize Pool 1: Binance Square Official Event

- Any post or live stream with excellent content is acceptable.

- Event period: January 26 - February 15

- Prize amount: 10 people share 10 BNB daily.

- Responsible person: Brother Ying

❚ Prize Pool 2: WLFI Incentive Event

- Live streaming related content $WLFI / $USD1 on Binance Square

- Event period: February 4 - February 13

- Prize amount: Total of 50k USD1

- Sponsor and responsible person: Jiayi

/

In other words, by streaming once, you have the chance to win

「267 bowls of pig trotters rice」or「107 meals at KFC」or「1 iPhone 17」

I’ll go first, you do as you please.

@币安广场

The bear market has always been a stagnant pool, rather than a wailing cry.

Looking at the moment, there are still people making money, and there are still projects with high returns.

When it comes to the disputes in the crypto community, they can generally be attributed to the huge gap between actual airdrops and expectations.

However, quite the opposite is true, as there are not many cases where actual airdrops exceed expectations.

Therefore, whenever such projects appear, they become the talk of the town, referred to as big airdrops like UNI HYPE or even NEWT.

The announcement from Backpack 🎒 two days ago clearly placed it in the category of big airdrops.

- The airdrop ratio is as high as 25%, with 24% allocated to about 400 million points holders and 1% to 10,000 Mad Lads NFT holders.

- Compared to other Solana liquidity hubs' airdrops, Jupiter around 2%, Drift 12%, bp shows significant sincerity.

- What is even more commendable is that bp has explicitly not given any tokens to VCs or market makers, which clearly indicates that institutions and retail investors are back on the same starting line.

- According to estimates from the prediction market Polymarket, the TGE FDV is expected to be concentrated in the range of $700 million to $1 billion, hence the value of each point is approximately $0.4 to $0.6.

In other words, although the market downturn has become an undeniable fact, the project's excessive airdrop can still make bp a 'substantial big airdrop' where retail investors can profit.

80 million USD ARR, it's no wonder that VeriFi is the leading project I have high hopes for

Recently read the latest project data from KGeN, very impressive, this article will pick out the core parts for a simple deconstruction

❚ Counter-cyclical capital efficiency performance

The market generally relies on token incentives to maintain TVL, but KGeN has taken a reverse path of generating revenue before issuing tokens

By December 2025, the protocol's annual revenue will exceed 80 million USD, and cash flow has turned positive

Revenue comes from real fiat payments from over 200 B-end partners, rejecting the internal loop of inflation models

In comparison to Hyperliquid's 500 million USD revenue corresponding to a 21 billion USD FDV, this shows extremely high revenue multiple potential

❚ Team background and institutional endorsement

The project was co-founded by Manish Agarwal and Ishank Gupta, the former having led Nazara to complete its IPO

The funding lineup presents a convergence of Web2 and Web3 giants

- Leading institutions: Accel and Prosus Ventures, bringing resources from traditional internet

- Ecosystem support: Aptos and Polygon foundations have made deep investments, providing underlying public chain technical support

- Industry capital: Institutions like Lightspeed, Animoca Brands, and Jump Capital participated in early financing

❚ Discussion on token trends

Ultimately, we have to talk about tokens as they relate somewhat to us retail investors

$KGEN's trend since TGE has been very typical of a VC token style

Somewhat similar to AIA early on, opening with a sharp decline, sideways consolidation, followed by a significant surge and distribution, if it happens

As it stands now, the trend looks good, after a long sideways period of 12-15 months, the market cap has quietly climbed to 25 million

Whether it can continue to maintain an upward trend is worth watching

/

KGeN is not a traditional gaming guild but a verification infrastructure of the digital economy. The 80 million USD revenue data proves that Web3 can operate independently from Ponzi models

This kind of reverse capital efficiency is extremely scarce in the current market environment that emphasizes fundamentals

It deserves long-term attention for its token economics and specific performance of token trends

$APT

$LISA Incident Update: Official Accountability, $1.3 Million Compensation Plan Released

Regarding the incident on January 12 involving $LISA, the project team has now officially stated: acknowledging mistakes, compensating, and reforming the system. This time, the project team has cooperated with Binance to freeze the accounts of malicious market makers, bringing a total of $1.3 million to resolve this matter. If you are an affected user, focus on these key pieces of information:

1. How to compensate? (Two main plans)
$600,000 direct payment: Recipients: Those who held $LISA in their accounts at 02:20 (UTC) on January 12.

How to receive: The official will calculate the price difference based on the decline at that time and directly send USDT to your Binance spot wallet. Key point: No need for manual application, funds will arrive within 30 days.

$700,000 repurchase: This money will be used to stabilize the price in the secondary market, gradually buying in over 90 days. The repurchased coins will be sent to the publicly disclosed BSC multi-signature address, which everyone can monitor on-chain.

2. Attitude and Improvements
The project team did not shift blame this time and admitted to poor supervision of market makers. They will enhance real-time monitoring and introduce a "circuit breaker" mechanism to prevent future exploitation by malicious market makers.

Class Representative Summary: This time, Binance's action to freeze market maker funds was quite effective, and the project team's attitude towards compensation is considered proactive. If you were affected at that time, remember to keep an eye on your Binance wallet statements recently.

Frankly speaking, blockchain does indeed bring more opportunities for growth and wealth, but social status and a sense of identity have always been absent.

What is even harder to accept is that, as the industry cools down, the once-proud high liquidity is also no longer present.

Aside from speculation, what else do we have left?

/

Dominik Schiener (@DomSchiener), the founder of IOTA (@iota), recently released the "IOTA 2026 Declaration," which to some extent answers this question.

This is a transformation confession from a true OG Builder in our industry.

IOTA has officially announced its exit from the crowded general public chain competition, fully charging towards the global trade blue ocean valued at $35 trillion.

❚ From "Red Sea speculation" to "Blue Sea infrastructure"

The past decade of blockchain history has been filled with expensive gas fees, rug-pull coins, and empty talk that is hard to implement.

Dominik candidly stated in the declaration:

Blockchain should not just be a casino in the virtual world.

IOTA's new positioning is very clear: to become the digital nervous system of global trade.

- Background: Global trade still heavily relies on paper documents, with 4 billion documents circulating daily, resulting in an annual financing gap of $2.5 trillion.

- Goal: By 2026, IOTA aims to provide programmable trust for the global supply chain, just as AWS provides cloud services.

❚ What does it have to do with us? The deflationary and practical logic of $IOTA.

For investors most concerned about token value, the declaration provided a logic for the shift from "speculation" to "utility-driven."

- Monetizing traffic: As long as 1% of global freight is digitized, the mainnet will generate 650 million transactions per year.

- Deflationary model: With the surge in mainnet transaction volume, through a fee destruction mechanism, $IOTA will enter a natural deflationary state.

- Asset locking: The onboarding of trade financing and RWA will lock a large number of tokens, thereby reducing liquidity pressure in the market.

/

Overall, Dominik believes that AI provides "intelligence" while blockchain provides "trust."

By 2030, funds operating on the blockchain will exceed $390 billion.

IOTA's gamble is that "the world will eventually go on-chain."

It has given up on attracting attention in the secondary market and instead is working on the dirtiest, hardest, but deepest moat in cross-border trade infrastructure.

In 2026, we hope to witness IOTA win this round.

The speculation on silver has reached an incomprehensible level!

The A-share listed company 'Silver Industry (601212.SH)' has recently surged violently due to its name, achieving eight consecutive trading limits.

The most difficult part is that the main business of this company is actually copper and zinc, named silver merely because it is located in 'Baiyin City, Gansu Province'.

Even more unreasonable is that its net profit attributable to the parent company in 2025 is expected to lose between 450 million to 675 million yuan, making it an undeniable 'loss-making company'.

There is no script, it is all driven by emotions, not much different from a meme.

The good news is that silver can now also be traded on Binance $XAG , giving investors more choices!

@币安广场

Friendly reminder: Friends who are preparing to participate in the OpenMind token sale, don't forget to bind Surf using Kaito at the same address before 1/30.

Surf Pro/Max members can enjoy priority quotas, don't miss out.

/

This version 1.5 is one of the most important updates in Surf's history.

The three core features have become the most successful one-stop information terminal in the cryptocurrency space.

- The "New Chat" is the cryptocurrency version of ChatGPT, providing immediate answers.

- The "Crypto Encyclopedia" focuses on Pre-TGE Reports, making it extremely practical for information sorting on new tokens and trending coins.

- "Crypto Pulse" is a powerful AI News information stream, offering higher density and timeliness than blindly scrolling through Twitter.

The chat mode has three different styles added:

- The "Automatic" mode is the most commonly used, where Surf automatically determines the thinking time and response length based on the question.

- The "Immediate Q&A" is suitable for simple daily inquiries, such as which exchanges a certain token is listed on and what the average daily trading volume is.

- The "In-Depth Research" is an essential mode for KOLs and researchers, and it is no exaggeration to say that the responses are on par with reports from cryptocurrency research institutions, with even more valuable insights.

Additionally, this update introduces multi-modal input, which means you can "ask questions using images."

Feeding Surf screenshots of tweets that are questionable or hard to understand can yield answers comparable to those from seasoned Degens.

The improvement in basic attributes is also significant; according to the official description, the accuracy has increased by 10% and research time has been reduced by over 50%.

/

If I had to choose one from many cryptocurrency AI models, it would undoubtedly be Surf.

In terms of market feedback, a considerable number of KOLs highly rely on Surf for their creations.

Currently, Surf has three membership levels: Plus/Pro/Max.

Plus Member
- Unlimited use of Ask mode, 25 uses of Research mode per month.
- Personally, I feel it's not quite enough, suitable for light users.

Pro Member
- Unlimited use of Ask mode, 100 uses of Research mode every two weeks, annual subscribers receive exclusive Pro NFT.
- This is sufficient for the vast majority of people; this is what I also use.

Max Member
- Unlimited use of both Ask mode and Research mode, annual subscribers receive exclusive Max NFT.
- More suitable for studios or media that require high usage scenarios.

$BNB

Having leisure but no money, what should I do?

This is a very practical question. In the context of this awful market, the most important consideration for making money is the 'cost issue'.

Of course, I mean economic cost. The PerpDEX and prediction markets that are all over Twitter aren't necessarily bad, but the key is that you can lose real money, and a counterattack can be overwhelming.

As for time cost and labor cost, those aren't issues; after all, what we poor guys lack the least is time.

/

Following this line of thought, today I will deconstruct PerleLabs.

This is an AI data training protocol that can be done for free, and this opportunity to leverage small gains is worth关注.

The project has secured $17.5 million in financing from pure-blood North American capital Framework and CoinFund, which is really a lot for an Infra project.

Of course, saying this is somewhat abstract, let's compare it with similar projects that have already issued tokens:

- Sahara raised $51.5 million and was listed on Binance and Coinbase.

- Sapien raised $15.5 million and was listed on Binance and Upbit.

- Grass raised $10.5 million and was listed on Binance Perp.

Just looking at the numbers, as a project with a purer background and higher financing, being listed on Binance Perp should be no problem.

/

As for how to leverage, this article doesn't want to elaborate.

On one hand, my frequency of posting is low. Making money through such technical means requires constantly adjusting strategies based on task changes, so there are inevitably oversights.

On the other hand, this article is just a seed; professional tutorials will be handled by more professional bloggers, and a search online will yield plenty.

If someone can achieve results because of my recommendation, that would be enough.

$BNB
@币安广场

Although the wait was a bit long, those who invested in Fight really profit

Just for the point of 'full refund of principal, tokens still given,' it completely outshines PPT projects like Trove Space by a long shot

Therefore, I am also reflecting on why I didn't invest in Fight back then? And if there is a next Fight, what qualities should it have?

/

First of all, a good investment project must not be short on funds; if the person behind it is poorer than their appearance suggests, how can you expect them to help you make money?

Taking Fight (@JoinFightID) as an example, backed by the giant UFC, which is the most popular sports event in the United States, with boss Dana White being one of the core business forces that helped Trump get elected

Secondly, a reliable project should be publicly raised on a reputable platform; if the platform itself is not well-known, how can it be expected for the project to succeed?

This time, Fight's choice of Holoworld can be seen as a mutual effort. Last year during the Dubai BBW, Holoworld and Fight held an event together, inviting Song Yadong, ranked fifth in the world and a long-time associate of Umeng, to attend

Finally, if a project is dragging its feet during the TGE phase, it is highly likely to encounter problems, although this is a retrospective observation that can only be compared through past projects on the platform

$FIGHT was very smooth during the TGE phase, successfully securing Coinbase and Binance Alpha, showcasing a strong background

In conclusion, while garbage scam projects vary, good projects should have common characteristics. We should find these commonalities for long-term profit

Since the opening, the token price trend has been quite strong, with some selling pressure existing, but the price still maintains around 0.025, which is about FDV 250m

Considering the presale valuation of 150m, the tokens given for free still have around 1.7x, truly a winning situation

Binance's favored child has heard enough; have you ever seen Binance's favored grandchild?

After a few days of not scrolling through Twitter, I found that Binance's layout in the prediction market has already been thoroughly analyzed by KOLs. My further discussion would merely be gilding the lily.

However, there is another track, with greater potential yet little attention; let's talk about it today.

Binance, or YZi Labs, can be summarized for its investments in the RWA track as follows:

- StableStock focuses on the tokenization of US stocks / ETFs.

- Plume / Canton covers a broader range of assets including government bonds and bills.

- Usual / Ethena focuses on USD stablecoins and synthetic dollars.

Among them, the star entrepreneur Zixi's StableStock is the most highly anticipated and has already formed a mature project with a commercial closed loop.

Considering that YZi Labs has only invested in this one project in the RWA stock track, calling it Binance's favored child is not an exaggeration.

Interestingly, StableStock recently announced its only external investment in HabitTrade.

HabitTrade is an Australian brokerage firm focused on bilateral financial integration, deeply engaged in real US stock trading, clearing, and compliance systems for a long time.

StableStock's bet on HabitTrade sends a very clear signal: financial assets on-chain must return to the real financial system itself.

From a legitimacy perspective, this is Binance's favored grandchild.

But what I really want to talk about today is not HabitTrade itself, but Stove Protocol.

This is the protocol layer infrastructure that HabitTrade actively split and open-sourced during its process of promoting the on-chain and standardization of stock assets. It is also a concentrated release of its years of real financial system capabilities on-chain.

A brief introduction to the special aspects of Stove Protocol:

- Stove Protocol is an open-source, zero-protocol fee stock tokenization infrastructure initiated by HabitTrade.

- It does not create synthetic assets but performs a 1:1 on-chain mapping of US stocks and ETFs, meaning that holders enjoy real economic rights, such as dividends and distributions, allowing on-chain funds to seamlessly allocate to high-dividend assets.

- The most crucial point is that Stove does not participate in pricing and does not charge tolls. It currently supports over 2000 assets, and any Builder can directly construct their products based on it, with no capital threshold.

The essence of stock on-chain should not be about recreating assets, but about integration.

StableStock is betting on the underlying standards for future asset on-chain, and this is the precondition for asset on-chain to scale.

$BNB