926-Sol

First time in Dubai, first time participating in BBW, and also the first time meeting CZ and Sister One.

Customer service representative Xiao He has such a strong presence and is super gentle.

I also want to say that I successfully met my idol, shook hands with the richest Chinese person, and I won't wash my hands for the next year😁😁😁

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Those who use my invitation code are all like-minded.
👊 Let's go together!
#加密市场反弹

Recently, there is a noteworthy piece of news: Bitmine is frantically hoarding ETH.

In the past week, Bitmine has increased its holdings by 60,999 ETH, and in recent weeks they have been buying 45,000 to 50,000 ETH almost every week.

Currently, Bitmine holds a total of 4.59 million ETH, accounting for 3.81% of the total supply of Ethereum.

Based on current prices, their crypto assets + cash scale has reached 11.5 billion dollars.

At the same time, they have made two rather interesting moves:

The first thing: continue to invest in AI and content ecosystems.

Bitmine has added another 80 million dollars to invest in Eightco (ORBS).

Recently, ORBS has made two investments:

50 million dollars to acquire shares in OpenAI

25 million dollars to invest in Mr. Beast's Beast Industries

Moreover, ORBS has also hired ARK's Cathie Wood as a strategic advisor.

So now ORBS is referred to by the market as:

The only publicly traded company in the world that can "indirectly invest in OpenAI."

If OpenAI really goes public in 2026,

then ORBS's potential will be very large.

The second thing: Bitmine purchased 5,000 ETH from the Ethereum Foundation.

This is actually a rather subtle operation.

Many people have been worried that the EF will continue to sell ETH to cash out for operations.

This time, Bitmine directly bought 5,000 ETH off-market,

which provides operational funds to the EF while avoiding it from crashing the market.

To some extent, this can also be seen as a endorsement of the Ethereum ecosystem.

Here are a few of my observations:

1️⃣ Institutions are systematically hoarding ETH.

For institutions at the level of Bitmine, if they continue to buy 50,000 ETH every week, the impact on the circulating supply is very significant.

2️⃣ AI + Crypto + Content creators are merging.

OpenAI, World ID, human verification, Mr. Beast, these things are starting to be placed in a narrative together, which may become an important story in the next cycle.

🔥Is the real trading volume of global stablecoins less than 1% in 2025?

Recently, I came across a set of data about stablecoins that is quite interesting.

The on-chain trading volume of global stablecoins in 2025 is estimated to be around 250 trillion USD.

However, if we remove the "watered-down" aspect of repeated transactions, internal transfers, and protocol split calls, the transactions with a real payment background account for less than 1%.

These "watered-down transactions" mainly come from three situations:

The first is internal fund transfers within institutions.

For example, moving funds back and forth between different wallets of the same institution looks like many transactions, but in reality, it is just internal accounting.

The second is multiple calls of DeFi protocols.

When a business is executed on-chain, it may be split into many transaction steps, which are magnified when counted at the end.

The third is when stablecoins act as transaction intermediaries.

Many people use USDT and USDC to buy and sell other crypto assets, and a single fund may be counted multiple times during the transaction process.

So, on paper, it looks like a scale of hundreds of trillions of USD,

but the portion actually used for payment consumption is very small.

Currently, the data for real payment scenarios is:

Coinbase, Bitpay, Binance Pay and other institutions process about 132 billion USD a year

Visa processes stablecoin transactions amounting to about 4.5 billion USD

Even if we include some gray uses (money laundering, gambling, fraud),

the real payment proportion of stablecoins is still less than 1%.

My own viewpoint is:

The core use of stablecoins now is still as a liquidity tool in the crypto market, rather than a payment tool.

Many people say stablecoins are the "future payment network"; this direction may not be wrong, but we are far from that stage now.

Therefore, concepts like Circle's stablecoin stock (CRCL) are a bit ahead of the market narrative currently.

If stablecoins really enter payment scenarios on a large scale in the future, then there will indeed be significant room for growth.

But at this stage, there is still a lot of "imagination premium" in the valuation.

My strategy is:

Not to rush, patiently wait for better prices before considering.

Binance's super earning this time is really comfortable.

It's a bit like the previous OKX event, the project party Night has indeed provided quite substantial returns, with an annualized rate of over twenty percent.

I personally filled up two accounts, but still, as the saying goes,

money is always regretted to be less when needed.

Fill as much as you can,
I have already filled both accounts to the brim.

I've heard that sub-accounts can also participate,
brothers with money can just open a few more accounts and get it done.

After hiking 12km, I suddenly understood a truth about investing:

Doing anything, living long is the most important factor.

Yesterday I walked a famous hiking route in Changshu Yushan—the Eagle Line, which is about 11-12 kilometers in total.
As a result, I almost fell apart after finishing, my legs hurt, my thighs hurt, and my whole body ached.
At that moment, I realized:
When you don’t exercise, you have no idea how bad your body is.

Many people research investments, study making money, and explore entrepreneurship every day.
But there is a prerequisite that is often overlooked:
You have to live long enough first.

Most of Buffett's wealth was actually earned after he turned 50.
If he only lived until 50, would there be today’s stock god?
Buffett himself has said:
The most important assets in investing are your body and brain.

Many people compete in cognition, resources, and abilities.

But there is a variable that is often overlooked

Lifespan.
Sometimes,
Living long itself is a huge advantage.

30% drop in 8 days, Dubai housing prices have gone crazy

Early February: bourgeoisie

Mid-March: proletariat

When I was in Dubai last year,

I heard many wealthy people buying local houses

The houses are indeed built well,

But once faced with the risk of war,

Money truly is like worthless paper 😢

🔥 No Hong Kong card, no overseas card? Now buying US stocks actually has a "crypto solution".

Recently, many people have told me:

They want to buy US stocks, they want to buy technology stocks,

like the seven tech giants and Micron Technology,

but there are really just two practical problems👇

👉 No Hong Kong card

👉 No overseas bank card

This completely blocks the way.

But I want to say something honest:

It's really not that complicated anymore.

On Binance,

you can directly use the Binance wallet to buy "stock tokens".

Like the recently popular ones:

Micron Technology (MU)

and a bunch of US tech giants

👉 No Hong Kong card

👉 No overseas account

👉 Buy directly on-chain, available for trading 24 hours

To put it simply:

This brings Wall Street directly into the crypto space.

Before it was:

Want to invest in global assets → A bunch of barriers

Now it is:

One Binance account, and you can access the whole world.

It's amazing, brothers.

There has been a large amount of funds flowing into Binance, is there money coming in to buy the dip?

🔥 Is stablecoin the real money printing machine? USD1 This line, the understanding king has gone too far.

Recently, Binance has been crazy about giving away money for USD1 activities,

The result is very straightforward: the supply of USD1 has surpassed 5 billion.

To be honest,

stablecoins have always been one of the most profitable and stable tracks in blockchain.

Another way to make money is exchanges?

You don't even need to think about it—

With Binance around, no one dares to say they are the first.

So you will find one thing:

Donald Trump did not directly confront the exchanges,

but took another path, directly getting into stablecoin USD1.

Once this road is successfully traveled,

taking down USDC is really not just a joke.

What's more crucial is the capital movements behind it👇

ALT5 Sigma Corporation (ALTS) latest announcement:

The board approved a maximum of 100 million dollars stock buyback

when below NAV, up to 50 million shares (about 40% of circulating shares)

Continue to increase holdings of WLFI tokens in the secondary market

Currently:

ALT5 holds about 7.3 billion WLFI

Valuation about 1.5 billion dollars

And reached a 15 million dollars loan agreement with World Liberty Financial

In the future, it may utilize 1.6 billion dollars+ on the balance sheet to continue to increase

CEO Tony Isaac also made it very clear:

👉 Buyback + token layout

👉 Is a strong bet on the long-term strategy of WLFI and USD1

🔥 The dollar has dropped by 10%, but BTC hasn't risen? JPMorgan has made it clear

According to CoinDesk,

Over the past year, the Dollar Index (DXY) has fallen by about 10%,

but Bitcoin has not only failed to rise but has instead fallen by about 13%.

The explanation given by JPMorgan's private banking strategist is very straightforward 👇

👉 This round of dollar weakness is more driven by short-term capital flows and sentiment

👉 It is not due to a structural shift in growth expectations or monetary policy

👉 In fact, the dollar interest rate differential has still favored the dollar since the beginning of the year

The result is:

BTC has not been regarded as a "dollar hedge tool",

but continues to be seen by the market as a "liquidity-sensitive risk asset."

The contrast is quite clear:

Gold ✅

Emerging market assets ✅

Bitcoin ❌ (for now)

When the dollar's weakness is not considered a "long-term narrative",

BTC finds it difficult to enjoy macro benefits.

In the eyes of Wall Street, it now resembles a high-risk asset rather than digital gold.

🔥 Still continuing to add? Bitmine will pledge 100,000 ETH in 12 hours

According to monitoring by The Data Nerd:

In the past 48 hours, Bitmine

has once again pledged 100,000 Ethereum (ETH),

worth approximately $291 million.

Combining previously disclosed data,

Bitmine's rhythm is very clear:

👉 It’s not trading, it’s continuous locking

👉 It’s not a trial, it’s long-term allocation

When institutions choose to "lock in" ETH one by one,

the signal the market receives is only one:

They are betting on the long-term cash flow of ETH, not the short-term price.

🔥 200 BTC entered the market late at night, is the capital preparing to dump or doing something else?

According to Arkham data:

At 22:05, an anonymous address

transferred 200.32 BTC (approximately 18.02 million USD)

to Binance after being routed.

Subsequently, the address transferred another 200 BTC to Binance.

This kind of operation generally has three possibilities:

👉 Preparing to sell

👉 As margin/rebalancing

👉 Internal fund migration

🔥 Is gold going on-chain? Hang Seng Gold ETF directly chose Ethereum

Hang Seng Investment announced the issuance of the Hang Seng Gold ETF,

and plans to list on the Hong Kong Stock Exchange.

There’s a key signal this time 👇

👉 The ETF will establish tokenized non-listed fund units

👉 HSBC will serve as the tokenization agent

👉 Initially issued based on Ethereum, future expansion to other high-security public chains is not ruled out

Fund unit holders:

can subscribe directly for ETF shares in token form

through qualified distributors

Gold + ETF + tokenization,

the Wall Street model is gradually being moved on-chain.

🔥 Monthly increase of 1900% into the top 100, is RIVER really the next stablecoin king?

Multi-chain stablecoin abstraction platform River

The native token RIVER has skyrocketed by 1,900% in the past month,

with the price rising from about $5 in December last year to $82,

bringing the market value to $1.6 billion, ranking up to 67th place.

The lineup behind it is also very luxurious👇

Arthur Hayes publicly called for the exchange listing on January 6

Sun Yuchen spent $8 million last week to promote the integration of River into the Tron ecosystem

But the risks are also increasing simultaneously.

CoinGlass warns:

RIVER's price may be subject to capital rate manipulation paths👇

👉 First, suppress the price to make the capital rate deeply negative

👉 Concentrate short positions

👉 Then reverse to induce long positions, completing the price surge

Some fundamental data is also cooling down:

The protocol's TVL is about $161 million (peak of $605 million in October last year)

Over-collateralized stablecoin satUSD has a market value of $159 million, ranking 40th among stablecoins

In summary:

The narrative is strong, the support is solid, and the momentum is fierce,

but such a level of increase, the risks are never linear.

0.05U initial offering price, buy one get one free, what do you think of ZAMA?

The fifth phase of Binance Wallet Prime Sale's ZAMA

The initial offering price has been released.

But the key point is👇

Initial offering price 0.05 U,

buy one get one free, actual cost 0.025 U.

At this price level:

If you expect to multiply your investment ten times, then don't look;

But for those who are looking to get some returns, it's not a big deal.

In a bear market, initial offerings are not really meant for getting rich.

🚨 Is the privacy track king bomb coming? Binance Wallet Pre-TGE launches ZAMA

Binance Wallet's fifth Pre-TGE Prime Sale officially announces the project:

👉 Zama (ZAMA)

🗓 Time: 2026/1/29 08:00–10:00 UTC

🎟 Eligibility: Must hold Binance Alpha points

(The specific rules and entrance will be announced soon)

Why is Zama worth paying attention to?

In one sentence: The leader in FHE privacy infrastructure.

🧠 Core technology: FHE (Fully Homomorphic Encryption)

👉 Can compute directly in "fully encrypted state" and is considered a more thorough privacy solution than ZK

🔗 The positioning is not a new L1, but a cross-chain privacy layer

→ Can seamlessly integrate with ETH / Solana / BNB / Base / L2

🧩 Application scenarios:

Privacy DeFi | Compliant RWA | Confidential Stablecoins | Privacy AI Computing | Sealed Auctions

$ZAMA token key information

🔓 Completing the encrypted ICO in January 2026 (the first encrypted ICO on Ethereum)

💵 Fundraising commitment of $118 million, oversubscription of 218%

📊 Public sale price approximately $0.05, accounting for ~8% of total supply

⏱ 100% unlock and distribution in early February

📈 Current pre-market: $0.045–0.052

💡 Model: burn & mint (all fees burned + staking minting)

👉 Zama = currently the strongest privacy infrastructure project with the triple boost of "capital + technology + narrative"

👉 Currently in a critical window of mainnet launch + initial token circulation

👉 High certainty, but not low valuation, more suitable for those who understand the track to participate

DYOR, pay attention to volatility and unlock rhythm.

🚨 This is what is called a "Cosmic Exchange"! Binance's trading volume in December continues to crush the world.

Binance's trading volume in December remains firmly in first place globally:

📊 Spot trading volume: 362 billion USD

⚡ Contract trading volume: 1.63 trillion USD

🔥 Total nearly 2 trillion USD in monthly transactions

What does this concept mean?

👉 It has already reached a liquidity level comparable to the "ceiling level" of traditional securities markets.

👉 In any country globally, it is the leading exchange by a large margin.

The A-shares are still trying to improve trading activity,

while Binance is already doing business on the scale of the "global financial market."

The three characters of Cosmic Exchange,

are not just talk; they are based on trading volume generated transaction by transaction.

🚨 Nasdaq-listed company SoFi Technologies officially launches fully reserved dollar stablecoin SoFiUSD! Issued by SoFi Bank (regulated by OCC), it can be redeemed 1:1 instantly.

According to Businesswire, Nasdaq-listed fintech giant SoFi Technologies (SOFI)

officially announces the launch of:

➡️ Fully reserved dollar stablecoin — SoFiUSD

➡️ Issuer is SoFi Bank, N.A. (regulated by OCC)

➡️ 100% cash reserve, 1:1 instant redemption

This is a significant advancement for a U.S. publicly traded bank to directly issue stablecoins,

marking the entry of dollar stablecoins into a regime of strong regulation and bank-level issuance.

🟦 1️⃣ What is SoFiUSD?

✔️ 100% cash reserve (truly full-reserve)

✔️ Subject to the highest regulatory framework for banks in the U.S. (OCC)

✔️ 1:1 dollar instant redemption

✔️ Compliant, with very high transparency

This means the credit quality of SoFiUSD is close to:

“USDC (Circle) + bank regulation” upgraded stablecoin.

🟧 2️⃣ SoFi provides businesses with “white-label stablecoin issuance” capabilities

This is one of the most important parts of the entire industry.

SoFi will open its stablecoin infrastructure to allow:

• Banks

• Fintech companies

• Large enterprises

• Payment institutions

to:

➡️ Use SoFi's regulatory framework

➡️ Use SoFi's reserve system

➡️ Use SoFi's technological infrastructure

to issue their own branded white-label stablecoin.

This means there will be:

💡 “A regulated large-scale enterprise stablecoin ecosystem” in the future.

🟥 3️⃣ SoFiUSD can also be integrated into enterprise settlement systems

Businesses can use SoFiUSD for:

✔️ Instant settlement

✔️ Supply chain payments

✔️ Inter-company accounting reconciliation

✔️ International business (no SWIFT needed)

✔️ Web3 + TradFi mixed-use scenarios

This is precisely the “bank-level commercial settlement layer” that Circle, PayPal, and Tether cannot fully realize.

🟩 4️⃣ This is a huge turning point in the stablecoin industry

SoFi is:

• A Nasdaq-listed company

• A fintech giant with a banking license

• A mainstream consumer finance platform serving tens of millions of users.