Grayscale made another move yesterday. They have released 2 reports this year: 1) Promising altcoins in the first quarter of 2025 2) List of assets to be considered for altcoins
Today, let’s focus on the second report. The so-called list to be considered means that Grayscale is currently looking for some high-quality altcoins to include in their asset list. If so, these included altcoins are likely to usher in a huge wave of capital inflows in the future.
I took a quick look at this list, which contains many low-market-cap tokens. The lowest market value is the AI infrastructure project @flock_io, which has a market value of only 30 million (flock is also one of Binance Alpha). A total of 39 projects were announced in the report, of which 5 projects were unissued projects, namely: • @hyperbolic_labs (AI cloud service) • @PrimeIntellect (AI protocol) • @SentientAGI (AI development platform) • @SpaceandTimeDB (decentralized data platform) • @StoryProtocol (on-chain IP)
12 of the 39 forms are related to AI, accounting for nearly 30%. It can be seen that Grayscale focuses on the three main directions of traditional Layer 1, AI and Defi. The following figure summarizes the information of 34 tokens👇👇#灰度基金
【 Which Altcoins Are Linked to American Institutions?】
The chart below summarizes 19 altcoins that are associated with American institutions, which have generally experienced a pump effect in the past. These American institutions can, to some extent, determine the direction of these altcoins.
For example, the tokens ($LINK $AAVE, $ENA, $ONDO) purchased by Trump's organization @worldlibertyfi have had a good pumping effect.
Sigh, two more veteran projects have shut down: @useXXYYio @Galxe. Most long-time crypto users experienced the heyday of both projects. The shake-up continues; the industry’s past glory can’t be replicated, and we’ve also moved past that period of frenzied growth.
Average S&P 500 gains 3, 6, and 12 months after midterm elections. Believe in America, believe in the AI industry—buy now and check back in a few months.
Three years ago, I was just like this too. My family gave me 1,500 Malaysian ringgit a month for living expenses, about 350 USDT. I’d save a few dozen USDT each month. Back then, I only knew how to buy some major coins, buying a little at a time and accumulating them bit by bit.
Because the secondary market was doing really well at the time, I genuinely thought these altcoins were valuable assets of the future. Every time I bought, I felt I was one step closer to financial freedom. Looking back now, it was an absolute joke 🤡
I’ve decided to buy the dip in U.S. stocks and increase my positions.
This major plunge happened because Trump lost control of both chambers of Congress. This has happened several times in the past, too. I pulled data from the last 20 midterm elections, and in 4 of them, something similar to what’s happening with Trump now occurred: 1946, 1954, 1994, and 2006.
The chart below shows the S&P 500’s gains after past midterm elections. Looking at the average, stocks rose after most elections. We’re probably close to the bottom now, so Bitcoin is switching to buy-the-dip mode.
After careful observation, it really is easier for guys to get handsome than for girls: lose a little weight, do something with your hair, follow a basic skincare routine, and have $8.5 billion.
My first feeling when I arrived in Phu Quoc this time was actually a sense of inferiority. The creators who came were all among the earliest to make content for the Chinese-speaking community, and many had already achieved great success. It seemed like you could pick anyone at random off the street and they’d be a top KOL.
I went in with a learning mindset and got to know many of the veterans.
I first heard about Binance Bootcamp in 2024. I was still in university then, and the event felt a little out of reach—like something I’d probably never get to attend in my life. I never imagined I’d make it this year. I was really surprised when I got the invitation, and I know luck played a part.
This industry moves incredibly fast. No one stays in the spotlight forever, and no one stays behind the scenes forever either. Keep working hard in the right field, and maybe next year it’ll be your turn. Bitou, let’s keep it up too 😭😭😭
Big news is here! BitO officially teams up with fourmeme
I’ll be @fourdotmemezh’s official ambassador in Malaysia, and I’ll be sharing more of their latest updates going forward. I’ve always been very bullish on fourmeme’s future on-chain innovation and influence. They’re also one of the earliest launchpads on @BNBCHAIN, with an ecosystem that brings together top traders and devs.
This is the candlestick chart for my investment account. The semiconductors, optical modules, optical interconnects, lithography machines, GPUs, CPUs, data centers, cloud providers, large-model companies, physical AI, and wafer foundries you’re bullish on—
Just saw this news: Binance may be returning to Malaysia.
Malaysia is definitely a market worth pursuing for Binance. After new regulations took effect in May this year, the government began allowing cryptocurrency ETFs. Last year, locally licensed exchanges saw $4 billion in trading volume, up 23%. But local exchanges are nowhere near as competitive as Binance, and their product experience falls far short. If Binance can get regulatory approval, it would definitely be the first choice.
China’s homegrown memory industry is also performing well
ChangXin Memory Technologies has officially been added to the SSE Composite Index, and has already become its largest constituent by weight. According to the China Securities Index Co. website, ChangXin accounts for 4.67% of the SSE Composite Index, ranking first. It has also been added to the SSE STAR Market Composite Index, where it carries a weight of 15.74%, also ranking first.