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The group chat for Binance Square has been successfully established. Everyone can click the entrance below to join!

聊天室入口

In the future, we will share more timely information in the group: secondary tradable cryptocurrencies, on-chain meme coins, and more operational interaction guidance.

We will also periodically distribute red envelopes and hold giveaways in the group.

Come and join us!

Binance Mid-Autumn Lantern Riddle Party

Answer correctly and receive a gift

(By the way, aren’t lantern riddles usually something you guess during the Lantern Festival? Is there a custom of guessing lantern riddles in mid-Autumn as well?)

Three top narrative stories of Binance supporters:

1、Summer (Binance’s new one is an intern)

0xeeb3d73d4dd44e6e4d957d89492f05d5ccee7777

Market cap: 1.3M

2、BNS (bSTOCKS NEVER SLEEP abbreviation)

0xdc5e4d5f157482059126eb15d84f2ff9368b7777

Market cap: 220k

3、bStocks (Binance’s new account)

0x244b112cf746e62a5df723cbde9906a6defd7777

Market cap: 1.1M

X Layer负责人 Zakk today published a post saying: A series of actions for the X Layer ecosystem will be met one by one in mid-August—TVL, RAW, DeFi, and MEME.

Therefore, OKB has reached a high of 90 dollars.

However, since there are few meme projects on X Layer—only two worth positioning:

1、XDOG: (X Layer’s first meme coin)

0x0cc24c51bf89c00c5affbfcf5e856c25ecbdb48e

Market cap: 4.2M

2、GPU: (X Layer’s first coin-stock coin)

0xd624079f9062aab098d28a05bad2f19614e6c5ac

Market cap: 880k

If X Layer keeps making moves, these two are the leading meme projects. No matter how things turn out, there will be upside momentum—staking early is never a loss!

BSC chain cat meme—these are the three cats I’m most bullish on:

1. Salary Cat: 0xc73e1b136c576d1429cb84522a8c35c81d9d7777
Market cap: 1.1M

2. Banana Cat: 0xffe06a37cec178fe3387afbdbfc5e1365b347777
Market cap: 46k

3. Mechanic Kitty: 0xcd5c696c88ceef282c64087eaf34ab4ffd0a7777
Market cap: 350k

Buy the dip— the lower it drops, the more you buy!
Not an FUD poster—just diamond hands!

P来P去, did you really make a profit?

Why not come and quietly position yourself in some targets with potential

Below is a summary of the potential memes I’m keeping an eye on. These picks can be “bought the lower the dip,” and the outcome later basically won’t be bad:

1、pons (Robinhood’s rocket launcher)

ca：0x39dbed3a2bd333467115de45665cc57f813c4571

Market cap：19M

2、cashcat (Cash Cat, the first real meme on the Robinhood chain)

ca：0x020bfc650a365f8bb26819deaabf3e21291018b4

Market cap：94M

3、FRONG (the frog on the uni launchpad)

ca：0x6245e67affa44a23077f0ea7f981a8dc743a0c47

Market cap：6.5M

4、pools (the first meme on the uni launchpad)

ca：0x385b36Ff682Ab4C76E7c37A66b96aABC466471d5

Market cap：1.3M

5、STONKBROKER (stock broker)

ca：0xe934e36a439c94017b64a3fece66af12099abf50

Market cap：49M

6、IF (a tweet on Robinhood)

ca：0x232cdfc415d10b673845d83dc02ba2eabe7e30d1

Market cap：15M

7、marscoin (Mars coin, listed on Alpha)

ca：0xfe189e97832da1573e4e4ff034f4ffc3a15c7777

Market cap：56M

8、币有 (a Binance slogan, which even Heyi/CZ has forwarded)

ca：0xe9337dde3dd9e97f1f45a56412767ce5098e7777

Market cap：12M

AOB (abbreviation of “All on Binance,” said by CZ)

ca：0xfc0f47393d8b9890ad73f8eb30e713e48e0e7777

Market cap：1.6M

9、TENDIES (“tendies” meme on the Robinhood chain, representing getting gains/yield)

ca：0x45242320dbb855eea8fd36804c6487e10e97fcf9

Market cap：16M

10、Liluni (a unicorn Easter egg meme on the Uniswap 404 page)

ca：0x4a6eec8a30b49d289b9fc865fd374b4d61eab8fb

Market cap：2M

11、Index (the only two projects the Robinhood founder focuses on: every transaction has a tax, which buys a basket of US stocks and distributes them to holders)

ca：0x56910d4409f3a0c78c64dd8d0545ff0705389870

Market cap：8M

Key focus: $ENA

Old Black Arthur Hayes (co-founder of BitMEX) has recently been steadily collecting $ENA into his own wallet

Specific actions:
· Withdrawn approximately 10.897 million $ENA from Binance, worth about $985,000
· Over the past 4 days, he also received multiple batches of $EN from Binance Flowdesk and Wintermute (two well-known market maker wallets)
· Total accumulated about 22.6375 million $ENA , with a total value of about $2.0 million

In simple terms: over the past few days, a large holder has been moving $ENA from exchanges and market makers to his own address, and the activity has been fairly continuous rather than a one-off.

This is clear positive news

Focus on: $CYS

About 2 hours ago (the time the post was made), there were 5 addresses that almost simultaneously transferred all $CYS from their hands to 5 new addresses:

· In total, about 5.452 million units of $CYS were transferred
· Based on the price at that time, the value was about $4.51 million
· Of these, 4 transactions were around 1 million units each, and 1 transaction was 1.45 million units
· Most of the gas fees came from Bitget, while the coins themselves were withdrawn from Gate

In simple terms: it looks like a group of people (very likely the same crew) suddenly swapped the coins into new wallets

Is it bearish or bullish—hard to say, and here’s why:

There are two common intentions behind coordinated address changes:
· Preparing to sell and dump (organizing the coins into addresses that are convenient for selling)
· Washing/organizing the positions and preparing to pump (but this also requires waiting to confirm subsequent actions)

So far, we’ve only seen “coordinated position transfers,” and no signs that they continue buying or locking up afterward. Therefore, it should be viewed more as a risk signal rather than as an immediate bullish reason to chase the price.

Opportunity: NOCK

ca：0x05e6eae62791c92b66d2851c288cf51b8d4ca383

It is a project that builds a Luaunchpad on the Robinhood chain. It will officially launch tomorrow (8.7).

NOCK is the official branded token. In the on-chain group intro, there is a CA link.

Holding NOCK allows you to gain staking benefits, revenue share, and the chance to help shape the future of the ecosystem.

Currently, the token market cap is 42k. You can consider watching and positioning early.

US July "mini nonfarm" ADP jobs added only 44,000, below market expectations

On August 5, the US recorded only 44,000 ADP private-sector jobs for July, far below the expected 70,000 and the prior figure.

Hiring growth slowed to a near-year low; growth was almost entirely supported by services such as healthcare, while manufacturing contracted. The labor market cooled more than expected, intensifying recession concerns.

Impact analysis:

Weak employment → rising expectations of an economic downturn → a surge in the probability of the Fed cutting rates in September → improved expectations for market liquidity → supportive of risk-asset pricing.

$BTC

$HEI completed from 0.08 to 0.18 in two days, with the gain doubling

This is a typical high-control coin: HEI total supply is 82m, and Binance alone holds 57m—meaning Binance holds about 70% of the float

On-chain monitoring even shows that the top 10 holders collectively hold over 90% of the tokens

Currently, HEI’s long/short ratio for contracts is 121.83%

As for the project: in July, it burned 17% of the tokens—reducing the total supply from 97m to 82m

Summary: we are currently in a brutal rally phase characterized by high control and low floating supply—try not to short

Key focus: $HYPE

HYPE Whale added more shares

This $HYPE whale began building its position in mid-June

Last night it withdrew another 40,000 coins from Coinbase

Current total holdings are about 260,000 coins, worth approximately $13.61 million

Average cost is around 66U; currently unrealized losses are over 30%

Focus on: $Q

$Q has made large withdrawals from Binance:

• Two new addresses have recently been continuously withdrawing from Binance Alpha about 58.54 million $Q , totaling approximately $1.327 million

• One address collected about 20 million $Q in two transactions about 15 hours ago

• Another address collected about 38.54 million $Q in four consecutive transactions about 1 hour ago

Weekly U.S. stock market macro outlook highlights (Aug 3–Aug 7)

Aug 3 (Monday)
(1) The U.S. releases July ISM Manufacturing PMI and June construction spending
(2) Palantir issues earnings after the close; focus on AI-driven growth, government/commercial contracts, and progress on the AIP platform;
(3) ON Semiconductor and Snap issue earnings after the close

Aug 4 (Tuesday)
(1) The U.S. releases June JOLTS job openings, trade balance, and factory orders
(2) AMD issues earnings after the close; key validation of demand for AI chips
(3) SpaceX issues earnings after the close for its first report since going public
(4) McDonald’s, Caterpillar, and Pfizer issue earnings before the market opens

Aug 5 (Wednesday)
(1) The U.S. releases the July ADP employment report and ISM Non-Manufacturing PMI
(2) Eli Lilly and Novo Nordisk issue earnings before the market opens, revealing the latest market landscape for weight-loss drugs
(3) SanDisk and Western Digital issue earnings after the close; focus on enterprise SSDs, HBM, and data center storage demand
(4) Circle, Disney (before the market opens), Applovin, Figma, and IonQ (after the close) issue earnings

Aug 6 (Thursday)
(1) The U.S. releases initial weekly jobless claims and Challenger layoff data
(2) SpaceX unlocks about 9.115 billion shares on a large scale; potential market value nearing $100 billion, setting a record for a single-share unlock in U.S. equities—testing liquidity
(3) Federal Reserve officials Mousalem and Bairkin deliver remarks
(4) AAOI and MP (after the close) issue earnings

Aug 7 (Friday)
(1) China releases July nonfarm payrolls data (expected to increase by 90,000; prior value 57,000) and the unemployment rate (expected 4.3%; prior 4.2%); if above 100,000, it could boost confidence in the labor market and increase expectations for a September rate hike
(2) The U.S. releases data including the New York Fed’s 1-year inflation expectations
(3) OKLO and VST (before the market opens) issue earnings

Overview of Cryptocurrency Market Highlights in August

Still falling without end 🤔

$BTC

【Take a look: UNI】

Recently, UNI has quietly moved from its low at 2.3 to around 4.39.

Breaking through the pressure level at 4.

I整理ed a few points worth paying attention to for UNI:

1、Robinhood Chain brings in new traffic

With Robinhood Chain going live in a big way, Uniswap has become the main trading entry point.

The highest single-day trading volume reached $740 million, with cumulative trading close to $13 billion, and fee revenue continues to rise.

In simple terms: Robinhood brings the users in, while Uniswap makes the money.

2、Uniswap v4 opens up new possibilities

In the past, Uniswap was just a DEX.

Now, with v4’s Hooks mechanism, developers can build all kinds of new玩法 on top of it.

From a trading platform to: on-chain financial infrastructure and a new asset issuance platform.

Recently, some new projects based on v4 have also started to gain traction.

3、Buyback and burn mechanism goes live

UNI’s biggest problem in the past: trading volume was huge, but the token price didn’t capture value.

Now, protocol revenue can be used for buyback and burn of UNI.

Simple understanding: the company makes money → buys back stock → reduces circulating supply → increases value.

So far, more than 100 million UNI have been burned.

The overhead resistance is at 5; currently it’s 4.4, with room to move—worth getting into a position.

$UNI

US June PCE turns negative for the first time since 2020; Q2 GDP weakens, with domestic demand hitting a two-year high

Data as of July 30:

June PCE m/m -0.1%, the first negative growth in four years; core PCE y/y 3.3%

Q2 GDP 1.5%, private consumption 3.2%, domestic demand strong

The Fed keeps interest rates unchanged, with increasing concerns among officials about further rate hikes. Key risks: a rebound in energy prices and overheated consumption

Impact: Slowing inflation supports expectations for rate cuts, but strong consumer activity and a stronger hawkish tone suggest a possible delay in rate cuts. Short-term supportive for risk assets; watch out for a potential second round of inflation.

Investment direction: Lower inflation is favorable

CZ posted: “I support all meme coins. I might even buy (or sell two to test some new features) in the next few weeks. May the best meme win.

This means: CZ will go and buy a few meme coins in the next few days.

This is trying to force the hype back to BSC.

It doesn’t matter which one he bets on buying, so we should wait. Wait until CZ actually buys that one—then it’ll be timely to rush in.

After all, if CZ likes it, it will definitely become a big angle; there’s still a chance to jump in.

CZ’s currently public address:
0x28816c4c4792467390c90e5b426f198570e29307

Stare hard!"

Late last night into the early hours, the Fed met in July: rates didn’t move

But inside, some people were already getting anxious

The vote was 9 to 3—3 people said outright: this time, they should raise rates!

That’s the real point

The statement is still the usual: the economy is okay, jobs are still findable, and inflation just won’t come down. Oil prices and issues in the Middle East are still stirring trouble

Plainly put: it’s not so bad yet that it needs rescuing. The Fed’s biggest fear is inflation sticking around and coming back again

Chair Powell’s words are tough: the target is 2%, no “close enough”

And they deliberately don’t give you many hints—they won’t tell you what the next move is

The message is simple: don’t expect me to ease early. You figure it out with the data

The market was confused: there’s no script to follow, so investors can only watch data every day and guess blindly

After the meeting, U.S. stocks fell immediately—especially technology stocks and AI, which faced even more pressure

What people fear isn’t that there’s no rate cut this time

What they fear is: a rate cut might still be far off. High rates may have to be endured for longer. And if inflation reappears, they might even raise rates later

That’s tough on tech. Long-term, AI is still good—but when rates stay high, valuations feel awful

Next, they’ll watch three things:
· Will inflation data keep falling?
· Will oil prices and the Middle East cause more trouble?
· Will U.S. Treasury yields keep weighing on tech stocks?

Summary:

This meeting is neither a positive signal nor a big “all-clear.” It’s telling you—don’t hope for a rate cut too early

The Fed now wants to push inflation back down to 2%

If inflation doesn’t come down, even if tech stocks keep roaring, interest rates will still hold them back