比特欧 Elvin

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.

I stayed at a hotel in Vietnam a few days ago. The older guy who managed the place seemed gay—after barely saying two words to me, he started getting handsy. If it had been a woman, I might’ve been okay with it, but now I’m traumatized.

Fuck, even @0xzhaozhao and I have never gone that far...

I feel like Weibo users are going to be driven crazy by Brother Sun. He’s completely let loose on Weibo—top-tier @justinsuntron

Start buying the dip in U.S. stocks now, and it'll be hard not to get rich.

I've realized that I may have a bit of a fear of happiness. When I'm in a comfortable environment or relationship, I start worrying about this and that. If life is going too smoothly, I actually feel really out of my element.

If life gets a little difficult, painful, or challenging, somehow I feel more psychologically grounded. I wonder if this is some kind of masochistic disorder.

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.

Let’s give them a proper farewell.

If this happened in China, it would probably be hundreds of times more serious.

A question just occurred to me:

Who is the most perfectly packaged entrepreneur in China right now?

@grok

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.

@justinsuntron

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 😭😭😭

Holy crap, Bito graduated!

I just got my master's degree from the world's top Binance University. Now I won't have to worry about not finding a job 😭

Wuwuwu, Bitou’s first time in Vietnam—dedicated to Binance

· Thanks to Binance for the invitation: @moonkimbinance @sisibinance @pearbinance

· Event sponsors: @KiteAIChinese @0xLaughing @linwanwan823 @trustwalletzh @plasma_cn

Finally, we can openly blame the poor macro environment.

· Assets getting hammered right now:
S&P 500, Nasdaq 100, Hang Seng Index, CSI 300, Nikkei 225, South Korea’s KOSPI,

Gold, silver, crude oil, Bitcoin, Ethereum

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—

I’m buying them all. I’m set for life.

AI is like a young model at a KTV

Once you pay, the boss can do whatever he wants with her.
If you don’t pay, she ignores you and can’t be bothered to reply.

But I just paid, so it’s time to start riding the young model.