币毒

Just after I finished showering, I heard a ding, and the goal was achieved.

Went long at 79508, and when the target take-profit price of 80500 was reached, this week’s living expenses goal had been achieved ✅.

Tonight’s livestream goal: earn this week’s living expenses (earning this month’s living expenses is not possible with tonight’s market.

Also, congratulations to the brothers who joined the livestream tonight to watch the market together. Tonight was about right; the big move will come in the next couple of days. Take it slow, and brothers who haven’t entered the chatroom yet, remember to join the chatroom.

Lecturing people is a bad habit, but some of the guys are really going further and further down that road.

Especially with the livestreams lately. Of course, I know people only turn back when they hit a wall.

So I’m just making an observation. A lot of people don’t lose because they lack trading skills, can’t spot a narrative, or pick the wrong direction. They lose because reality is so harsh that they can’t afford to be patient.

They wish they could place 800 trades a day, making money on both longs and shorts, fighting for their lives every single day.

Teacher Tony once said this about a lot of ordinary people: greed is just what you see on the surface; hardship is the root cause.

Because maybe they really do have a loan payment due tomorrow, or parents and kids to support. They don’t have time to get rich slowly. They can’t afford to let time work in their favor, so they seem overly eager for quick gains.

They’re hurting so much they can’t wait to make money slowly.
They’re hurting so much they can’t wait for a big opportunity.
They’re hurting so much they have to gamble their lives on the market.
Hardship makes you trade constantly, trying to seize every chance you can.
Hardship makes you go all in with a huge position, hoping to get rich in one shot.
They’re hurting so much that even knowing the odds are overwhelmingly against them, they still cling to the hope that they’re one in a million.

Lean muscle = lots of water + tennis 🎾

Why do socks always go missing one at a time? Because if you lost both, you wouldn't notice.

Why can't you find bloggers who actually trade? Because only scammers can offer the guaranteed profits you're looking for.

I’ll keep livestreaming and trading seriously, and I also want to thank you for voting so thoughtfully.

I will keep working hard 💪

My strategy for growing my Plaza followers 🫣

🗓️ October 26 | Crypto Daily

One-line market summary: The broader market continues to weaken on shrinking volume. BTC is still holding on near $80,000, but capital is clearly defensive, and altcoins are having a tougher time than Bitcoin.

📊 Market snapshot (around 09:00 Beijing time)
BTC: $79,978, 24H -1.04%
ETH: $2,323.95, 24H -1.47%
SOL: $101.31, 24H -1.05%

Total crypto market capitalization is about $2.68 trillion, down 4.17% over 24 hours. 24-hour trading volume is about $42.3 billion, and BTC dominance is 60.0%. The Fear & Greed Index is at 40, in the “Fear” zone. The price decline may not look dramatic, but the larger drop in total market cap suggests that pressure is concentrated in small- and mid-cap coins, and market breadth is poor.

🔥 What really matters today

1) ETF flows have weakened again. The latest full trading day for U.S. spot BTC ETFs was October 23, with net outflows of $137.9 million. The previous day, October 22, saw even larger net outflows of $635.6 million. Note: Today is Monday, and ETFs do not trade over the weekend, so don’t present old data as “today’s outflows.”

2) Solana activated Alpenglow on October 21. The new consensus aims to reduce finality to around 150 milliseconds. This is a tangible underlying upgrade, but SOL’s price has not gained strength from it, suggesting that the market is currently more focused on capital flows and is in no rush to assign a premium to the technology narrative.

3) Ethereum’s Glamsterdam upgrade was originally scheduled to activate on the Hoodi testnet today, but the Foundation has announced a delay to further investigate interaction issues between EIP-8037 and mainnet contracts. A new date has not yet been set. A delay does not mean the upgrade has failed, but it does remove a near-term catalyst.

4) U.S. stablecoin rules continue to take shape, with the final rules related to the GENIUS Act expected to take effect on January 18, 2027. The direction is clear: compliance requirements are increasing, but the path is also becoming clearer for banks, payment companies, and major stablecoin issuers. This is a long-term positive for players with licenses and distribution channels.

5) Security remains a concern. NEAR Intents lost about $3.8 million this month due to a vulnerability in its cross-chain system and suspended some services. Recent attacks have continued to focus on cross-chain systems, custody, and access controls. Before using a small protocol, check its audits, permissions, and whether assets can be withdrawn—don’t look at APY alone.

⏰ Three upcoming points to watch

• Early October 28 (Beijing time): The Fed’s rate decision and press conference. Markets currently lean toward no change; the wording is what will really move prices.
• Evening of October 29: U.S. third-quarter GDP, September PCE, and initial jobless claims will be released together. These could trigger more immediate volatility than the rate decision itself.
• The new schedule for the Ethereum Hoodi testnet upgrade, and whether ETF flows return to net inflows this week.

My take: BTC holding near $80,000 does not mean the market has stabilized. BTC dominance at 60% alongside a deeper decline in total market cap shows that capital is still retreating to safer ground. This is not about who can buy the dip fastest; it’s about who can wait for ETF outflows to stop, macro expectations to settle, and trading volume to pick up again.

Trading strategy: Keep positions small and use less leverage. Don’t chase a rally until BTC has firmly reclaimed $81,000–$82,000. If it loses the area around $79,800, prioritize reducing risk rather than trying to talk yourself into believing in a weak market.

Risk warning: The above is for market commentary and reflects personal views only; it does not constitute investment advice. Crypto assets are extremely volatile. Please make your own assessment and manage your position size.

U.S. earnings season continues this week, with big names like Microsoft, Google, and Amazon reporting results.

There’s really just one key question: after pouring so much money into AI, are they actually making money from it?

After all, the market has matured, and the AI narrative isn’t as easy to sell as it used to be. No matter how big the story, it ultimately comes down to revenue, profits, and cash flow.

Binance Square has put together a dedicated earnings season hub, bringing previews, analysis, and market views all in one place. It’s pretty handy for those of us who follow both crypto and U.S. stocks—we don’t have to keep switching between apps. Binance has it all.

There’s also Binance’s earnings prediction feature. We’re already guessing earnings and looking for surprises versus expectations, so we might as well put our predictions down while we’re at it—and get rewarded if we’re right. #股票财报季

🗓️ October 25 | Crypto Daily

The weekend market has temporarily stopped falling, but that doesn’t mean it’s turning bullish: BTC is holding above $80,000, while flows and sentiment remain cautious. We’ll have to wait for next week’s macro events to play out for a clearer sense of direction.

As of 09:00 Beijing time:
• BTC: $80,818, 24h +0.33%
• ETH: $2,359, 24h -0.54%
• SOL: $102.40, 24h +0.21%

The total crypto market cap is around $2.73 trillion, with 24-hour trading volume of about $56.9 billion. BTC dominance is 59.5%, and the Fear & Greed Index is 46 (Neutral). Weekend liquidity is thin, so volatility looks muted on the surface. Yet total market cap is still down about 2.9% over 24 hours, suggesting smaller coins are under greater pressure.

Today’s key points:
1) The latest full trading day for U.S. spot BTC ETFs was October 23, with net outflows of about $138 million. However, they still recorded net inflows of about $301 million for the week to date. Don’t read too much into one day’s inflows or outflows—consistency matters more.
2) BTC briefly surged close to $85,000 earlier this week before quickly retreating to around $81,000. About $431 million in derivatives positions were liquidated over 24 hours, hitting both longs and shorts. This looks more like a high-volatility range than a one-way market.
3) The Ledger supply-chain attack caused losses of about $93 million. The company is reviewing its sales and anti-tampering procedures. Hardware wallets aren’t “absolutely safe just because you bought one”—you should verify the source, packaging, and setup process yourself.
4) Between October 20 and 21, the Drift attacker transferred about $122 million worth of ETH to Tornado Cash in multiple batches. Tracing and recovering the funds on-chain is becoming even harder, so stay alert around related addresses and interacting protocols.

Three upcoming events to watch:
• October 27–28: Federal Reserve FOMC meeting
• October 28: Rate decision and press conference
• October 29: U.S. Q3 GDP, PCE, and initial jobless claims data

My take: There’s some support at $80,000 for now, but I won’t treat this weekend’s modest rebound as a trend reversal unless BTC gets back above $84,000–$85,000. ETFs saw further outflows on Friday, and next week is packed with macro events—position sizing matters more than opinions.

Trading strategy: Scale into spot positions and reduce leverage on futures. If BTC holds above $80,000, consider a small position; if it breaks below, step aside and wait until after the FOMC meeting before taking a directional position.

Risk warning: Crypto assets are extremely volatile. The above is for market commentary and reflects personal views only; it is not investment advice.

All signs point to Predict, the prediction market on BNB Chain, getting ready for its TGE. It was listed on Aster Pre and surged to a high of $5, before pulling back and trading between $1.50 and $2.

Prediction markets have lost a lot of their buzz since the World Cup, including Polymarket. Polymarket is focused on going public rather than holding a TGE, and even fired its CMO, who supported launching a token.

Also, pPOLY, previously issued by Paimon Finance, briefly fell below its issue price, with no sign of a rebound. The Pre-Access subscription price at the time was about $15.50.

A cold winter is coming for prediction markets. If Polymarket fails in its bid to go public, it will basically follow in OpenSea's footsteps. As for the TGEs of the remaining prediction-market projects, just short them at the listing highs—it's a surefire way to lose money.

Note: pPOLY is not the official Polymarket token, nor does it represent direct ownership of Polymarket shares. Essentially, it is a tokenized product issued by a third party that provides economic exposure related to Polymarket.

🗓️ October 24｜Crypto Daily

The market continues to pull back on declining volume. BTC is holding above $80,000, but investors are clearly cautious. For the weekend, focus on defense—there’s no need to rush into a dip-buy.

As of 09:00 Beijing time:
BTC $80,559, 24h -0.99%
ETH $2,371, 24h -0.85%
SOL $102.11, 24h -1.70%

Total crypto market capitalization is approximately $2.72 trillion, down 3.43% over 24 hours. Trading volume over the past 24 hours is about $67 billion, down 16.4% from the previous day. BTC dominance is 59.48%, with capital continuing to concentrate in the leading assets. The Fear & Greed Index is at 47, in neutral territory, though market sentiment feels weak.

The biggest developments today:

1. ETF flows have weakened again. The latest full public trading day was October 22—not today. U.S. spot BTC ETFs saw net outflows of about $636 million, while ETH ETFs saw net outflows of about $111 million. The inflows of the previous few days were quickly reversed, suggesting institutions are also managing short-term risk.

2. Solana’s Alpenglow has gone live on mainnet. It’s the biggest consensus upgrade since 2020, aiming to reduce finality to around 150 milliseconds. This is a meaningful technical improvement, but SOL is still underperforming BTC today, suggesting the positive news hasn’t yet attracted fresh capital.

3. Ethereum has postponed the Glamsterdam upgrade on the Hoodi testnet, originally scheduled for October 26. The delay follows security researchers’ discovery that the new gas rules could affect how existing contracts handle failed transactions. There’s no new date yet, and no mainnet upgrade date has been confirmed. This is a responsible decision—don’t misread it as “something has gone wrong with Ethereum.”

4. HSBC is rolling out its HKD stablecoin, RedCoin, in phases to more than 3.3 million PayMe users in Hong Kong. A major bank integrating a stablecoin directly into a retail payment channel carries more weight than a generic “institutions are entering the market” headline.

5. The U.S. crypto market structure bill remains stalled in Congress. Regulators can continue to ease institutional participation, but without a law on the books, there’s still a risk that policy could reverse with a change in government. That will continue to cap valuations.

Three things to watch next:
• Weekend liquidity is thin—can BTC hold above $80,000?
• The Fed’s October 27–28 policy meeting: its rate decision and messaging will directly affect risk assets.
• When Ethereum announces a new date for the Hoodi upgrade, and what its risk-mitigation plan will be.

My take: This doesn’t look like panic selling so much as investors proactively reducing exposure ahead of macro events. Until BTC gets back above $82,000–$84,000, I wouldn’t treat a bounce as a reversal. The SOL upgrade is positive for the medium to long term, but in the short term, it’s still following the broader market.

Trading strategy: Keep positions small and leverage low. Consider buying BTC in stages only after it holds above $80,000; if it breaks below, wait. You don’t need to put your principal at risk to prove your conviction.

Risk warning: The above is for market commentary and reflects my personal views only; it is not investment advice. Weekend market depth is limited, so watch out for sharp wicks and leveraged liquidations.

If only the candlestick chart looked like this.

Last year, I received the Plaza Top 100 Streamer Award. I remember there was a period when market volatility was pretty good. There weren’t as many people livestreaming on the Plaza as there are now, and things weren’t nearly as competitive. After finishing their streams at night, lots of streamers would come hang out in my room.

We’d often stay up past midnight, and then someone would suggest, “Let’s hang in there a little longer—the speech is at 2.” Once we’d made it to 2 and listened to the speech, we’d watch the market’s reaction and trade for a while. Then someone would suggest, “Let’s wait for the U.S. markets to close—it’s only a little over an hour away.” So we’d wait until 4, when the U.S. markets closed. After watching the market move for a while, the guys would suggest, “Let’s chat a little longer. It’ll be daylight soon—we can grab breakfast and then go to bed.” And that’s how I ended up livestreaming through the night for a whole week straight.

During the nomination period this year, I saw how passionately everyone was discussing it and realized I might not stand a chance. So I opened the nomination form several times, but in the end, never submitted it. Then the voting round came around, and my friends still nominated me in the Live Trading Expert category. What can I say? There’s a Chinese saying: “Since you’re here, make the best of it.” Now that things have come to this, even though my trading profits haven’t put me among the industry’s top performers, my gains and losses are all real. I pay over 100,000 RMB in trading fees every month. As for my livestreams, anyone who’s watched knows I don’t give specific entry points—just my own analysis and opinions for everyone’s reference, and constant reminders to use stop-losses and trade less frequently.

So, I think I’m at least a passing candidate in this category.

If you have spare votes and aren’t sure who to give them to, how about getting to know me~!

Vote here 🗳️:点击投票

🗓️ October 23 | Crypto Daily

Market in a sentence: It’s a broad-based decline today, not a crash. But after BTC fell below $82,000, short-term risk appetite has clearly contracted. First, let’s see whether it can hold $81,000.

As of around 09:00 Beijing time:
BTC: $81,358, 24h -3.31%
ETH: $2,391.32, 24h -3.27%
SOL: $103.89, 24h -3.05%

Total crypto market cap is about $2.745 trillion, down 5.45% over 24 hours; 24-hour trading volume is about $80.8 billion. BTC dominance is 59.49%, ETH dominance is 10.62%, and the Fear & Greed Index is 51, in neutral territory. Prices are falling, but sentiment indicators haven’t entered fear territory yet. This divergence means selling pressure may not have fully cleared, so don’t rush to call the first big red candle a “golden buying opportunity.”

A few things genuinely worth watching today:
1. The latest full publicly reported trading day for U.S. spot BTC ETFs was October 21, with net inflows of about $528.4 million, marking a third consecutive day of net inflows. Note: these are October 21 figures, not today’s. There’s still support from the fund-flow side, but prices haven’t strengthened in tandem.
2. On October 20, Switzerland’s FINMA approved the first ETF aimed at retail investors that directly holds BTC. Traditional investment channels continue to expand—a long-term positive, but not enough to rescue the market in the short term.
3. Nasdaq-listed Strive disclosed that it bought 4,045 BTC between October 12 and 16, for about $335 million. Corporate treasury buying is ongoing, but the market no longer blindly rallies every time someone buys BTC.
4. On October 22, CMCC Global announced a partnership with Tether and Bitfinex Securities to launch a tokenized fund of funds under El Salvador’s digital asset framework. RWA and compliant tokenized securities continue to advance; the focus is on compliant channels, not dressing up an old story as something new.
5. Don’t let your guard down on security: Qubic restarted its network after a wallet attack involving about $1.4 million and warned that web wallets created before version 4.26.4 should be treated as “unsafe.” Avoid smaller chains and legacy wallet tools for now, and be sparing with permissions.

Three things to watch next:
— U.S. preliminary S&P Global manufacturing and services PMI readings for October, due tonight;
— The final University of Michigan consumer sentiment reading and inflation expectations, due tonight;
— The October 27–28 FOMC meeting. The Fed is now in its blackout period, so markets will trade interest-rate expectations first.

My take: ETF and corporate buying are both still there, but BTC remains under pressure from macro risk appetite. That suggests what’s missing isn’t a story, but fresh capital to actually absorb selling pressure. Watch for support around $81,000; don’t stubbornly deny it if that level breaks. A move back above $84,000 would be needed to repair the short-term structure.

Trading strategy: Keep positions small and leverage low. Wait for BTC to confirm a bounce near $81,000 or regain and hold $84,000 before adding to positions. Don’t chase the first leg of a rebound.

Risk warning: Crypto assets are highly volatile. The above is for market observation only and does not constitute investment advice.

Some people are seriously hypocritical: on the one hand, they look down on Plaza, but on the other, they ask the folks there to vote for and follow them.

Honestly, Plaza is currently the best content platform in this space. Whatever you do, you can find people who are on the same wavelength.

The team has also been collecting feedback and rolling out features like live trading shares, tackling the problem of telling things apart at its root. Just ask yourself: if you left Plaza, what other content platform could do this?

If you really look down on it, then don’t come here. Don’t take a meal from the table with one hand while smashing the bowls and pots with the other. It’s pretty ridiculous.

After thinking it over, I decided to post a screenshot after all. Since the Top 100 Traders voting is underway, I don’t want people taking shots at me. My longtime followers know the size of the trades I usually place, but you know how rumors spread among strangers—so I’ll just be my honest, down-to-earth self. Still, you’ve got to show off a little! This is the third trade the strategy group has made in the past two days. Thanks to this market—and to anyone passing by who can spare a vote, give Adu a tap with those lucky money-making fingers!

Nice and simple—another profitable trade. After ending the livestream last night, I noticed $BTC starting to weaken, while U.S. stocks were also gradually losing momentum. I opened short positions in $ETH and $ZEC , with relatively tight stop-losses. Some of you may have been stopped out of ZEC, but the drop in ETH more than covered those losses.

As I always say, if you can, come join the strategy group. You’ll get not only my rambling thoughts on how I place trades, but also updates on my trades. I won’t share the amount this time, since I’m using a copy-trading account and want to build up its track record gradually. I’m also getting ready to link it for rebates. Hope you all have a great day.

🗓️ October 22 | Crypto Daily

The market is bouncing today, but it’s not a broad-based rally: BTC has climbed back above $84,000, and major coins are recovering, but total market cap is still down. Funds are clearly continuing to gravitate toward larger-cap coins.

【Market Snapshot | 09:01 Beijing Time】
• BTC: $84,188, 24h +1.47%
• ETH: $2,473.76, 24h +0.92%
• SOL: $107.23, 24h +0.64%

Total crypto market cap is about $2.83 trillion, down 1.41% over 24 hours. BTC dominance is 59.67%, and 24-hour trading volume is about $83.6 billion. The Fear & Greed Index is at 68, in “Greed” territory. In short: the index looks warm, but gains aren’t evenly distributed. Don’t mistake a BTC rebound for a full-blown bull market.

【What’s Actually Worth Watching Today】
1. The U.S. OCC released the final rules for implementing the GENIUS Act: stablecoin issuers still can’t pay interest directly, but trading platforms may offer users similar yield rewards on a case-by-case basis. The banking sector’s biggest fear—“deposit flight”—has officially moved from rhetoric to rules on the ground.
2. ETF flows are diverging. The latest complete publicly available trading-day data is for October 20: U.S. spot BTC ETFs saw $23.2 million in net inflows, their second consecutive day of inflows; ETH ETFs saw $26.1 million in net outflows, their fifth consecutive day of outflows. Note: these are October 20 figures, not today’s.
3. Solana entered the Alpenglow mainnet upgrade window last night. The goal is to bring finality down to about 150 milliseconds and remove validator voting from blocks. If reported TPS or transaction counts suddenly change afterward, check the measurement methodology first—don’t rush to interpret it as a sharp drop in on-chain activity.
4. Another security warning: a wallet linked to the roughly $295 million Drift attack in April recently transferred about 25,700 ETH, worth approximately $61 million, to Tornado Cash. Funds linked to an old hacker are on the move, so keep an eye on related addresses and cross-chain flows.

【What to Watch Next】
• Tonight at 20:30: U.S. initial jobless claims
• Tomorrow night at 21:45: U.S. preliminary October S&P Global Manufacturing and Services PMIs
• October 29 at 02:00: Fed rate decision; press conference at 02:30

【My Take】
BTC getting back above $84,000 is a positive sign, but the decline in total market cap and continued outflows from ETH ETFs suggest this is more of a structural recovery than a signal to chase prices blindly. In the short term, watch whether BTC can turn $84,000 from resistance into support. If it can’t hold there, the altcoin rebound could fizzle out quickly.

Trading strategy: Don’t chase highs; scale in after a confirmed pullback. Reduce leverage by one notch, and set your stop-loss before placing an order.

Risk warning: Crypto assets are extremely volatile. The above is for market observation only and does not constitute investment advice.

Strategy group $BTC $ETH : All the long positions opened last night hit their take-profit targets.

I’ve been testing Binance AI, using a simulated account with 10,000 USDT in starting capital. So far, I’m up 11%. The strategy is particularly simple: go long at support levels using an intraday combination.

My goal is straightforward. With the FOMO meeting coming up at the end of October, the market will most likely be betting on no rate hike, and then there are the midterm elections in early November. Neither the blond guy nor the Fed is likely to pull any major surprises, so going long as the price swings around support levels could be a pretty good trade.

The strategy took fewer than five sentences to write from start to finish, and AI generated it for me—complete with a flowchart and dashboard so I can easily see how the strategy is performing.

I know many of you are already using Claude, OpenAI, Grok, and the like, but honestly, the analysis these AIs give you and the analysis from Binance AI aren’t even on the same level.

What those so-called top-tier AIs provide is mostly guesswork and predictions. Binance AI, on the other hand, gives you solid arguments grounded in data. In the future, traders—whether they use AI to trade or just as an aid—will clearly fall into two camps: those who use Binance AI and those who don’t.

Don’t believe me? Ask all the AIs the same questions about trading that you usually ask, and you’ll see where Binance AI’s real value lies!#币安Ai

The strategy group isn’t all that different from the discussion group. Anything you don’t get in the discussion group, you can pretty much hear about by tuning in to the livestreams every day. After all, I cover the ideas and reasoning—including the entry levels—during the streams. The strategy group just gets the information again, along with some of my off-the-cuff commentary and analysis, plus a few other opportunities. Its biggest value is helping you learn to trade on your own.

For example: your trades, your trading logic, and how you understand the market.

Off-the-cuff commentary: things like analyzing timing, sharing thoughts and reflections, or pointing out a small Alpha opportunity—like that easy-money setup that just happened. I gave the guys a heads-up an hour in advance to get ready, and the whole thing was over in five minutes.