爱喝咖啡的三喵小姐

Binance Alpha has reached its 100th phase. Apart from the initial 4 phases including TGE, I have basically participated deeply in the entire process. To attract new users, Alpha has iterated many times, and to solve internal competition while maintaining user retention, the rules have been changed numerous times.

User growth has surged along with the rewards provided, and there has also been spontaneous promotion (giving money is the essence of promotion). From the beginning, as long as you have traded in Alpha, you would occasionally receive a 100u airdrop ➡️ meet the points requirement to get 150u+ airdrop (on average) ➡️ points consumption (super high score in the big hair adventure island leads to high scores and demise) ➡️ segmented distribution, hold on to the high score in the first segment, directly grab the second segment ➡️ first come, first served (most users do not buy into it, and the project side is well aware, just give a little to mid-small users, and everyone can offload) ➡️ Alpha blind boxes (competing for lucky numbers turned into relying on luck, whether good or bad is up to oneself)

In March, I held on to BNB to participate in TGE. Besides getting the TGE earnings from big hair ($PARTI , etc.), the BNB coin has almost doubled.

Many people with poor hand speed and internet speed could not compete and gave up. Binance also listened to advice, with account bans, face verification, and identity verification. Personal accounts finally saw a glimmer of hope. Although it can’t return to the extremely high welfare period in April and May when Binance promoted wallet products, the current earnings are still medium to high returns during this economic downturn (crypto/social/earning) (for families with many members, earning around ten thousand a month is quite simple) #币安Alpha百文大赛 #币安alpha

What do you most want AI to do for you? “Make money automatically.”
Come on, it’s a new era.
Last night, ptah really made it possible for AI to earn money automatically.
I woke up and each account was worth 100U. Amazing—comparable to a huge alpha play. Good thing I didn’t sell; I got 10 of them to set up mining rigs and mine coins.
But it does kind of feel like we’re back in the inscription era...
Get ready: head to Binance Wallet and claim a free yourname.ai. Bind it to an Agentic Wallet. First come, first served.
Entry: Click here to go to Binance Wallet.
New identity, new barriers, new gameplay. Only .ai wallets can mint—just like when inscriptions were first taking off.
New things are most likely to produce big winners early on. Claim your name first, at least get your ticket to the party.

Binance Alpha accounts are valuable again—a single account can be worth 23 U.

Hurry and apply for an Agent ID. First, deposit 0.021 BNB into your Agent Wallet as a reserve, and enable Developer Mode.

You can use the Grok bot on Twitter.

Steps

1. Install the Binance Agentic Wallet skill for me:
npx skills add binance/binance-skills-hub/skills/binance-web3/binance-agentic-wallet
Once installation is complete, check the required wallet CLI and start the login process for me. Do not execute any transactions for now.

After logging in, tell Grok to mint the full amount on this website, then sell it at the highest offer price. The total supply is 100,000; 44,000 have been minted so far.
http://ptah.trade/mint

In the Binance Agent Wallet, enable the developer feature in Settings. Once finished, turn off Developer Mode, revoke all wallet permissions, and disconnect. #币安钱包空投 #AgentID

#币安神算子 is starting today, so hurry and complete tasks to earn points. You can make predictions, or skip them—your points alone might still get you on the leaderboard.

#币安神算子 is starting today, so hurry and earn points!

#币安神算子
Join now to claim points—the time to farm USDC for free is here!

Use the first season next door as a reference for the predicted points leaderboard.

Use points to make predictions and win more points. The more points you earn, the more USDC you'll receive.

No worries if your predictions are wrong. Complete daily tasks and invite people to earn free points too.

You can also simply invite people to farm points.

Is $DNA the project team for AIA?

$XDP so nobody claimed it

$CNPY This can’t be sold

$哈基米 awesome, can only open 3x, the fee rate is now charged once every hour

$DEBIT 比 yesterday's strong

$PRL 666 Trading Competition: Add 200,000 in Trading Volume in Two Hours

US stocks · End-of-period review + next week’s key levels

All three major indices were red on Wednesday: S&P -1.6%, Nasdaq -2.9%, Dow -0.9%. The “Seven Giants” wiped out $800 billion in a single Thursday— the trigger was AI spending, not earnings.

This chip selloff has been especially brutal: after $INTCB beat expectations, it still closed down nearly 8%; $AMDB and AMD also fell along with it.

Next week’s key levels / events (this is the focus—save it)

Nasdaq $QQQB : closed at 24,976. Support below at 24,500. To be considered stable, it needs to reclaim 25,500.

Russell 费半: already in the bear market zone (more than -20% from the highs). First, watch whether it can recover the 20% line.

3 key factors that will drive market direction

Wednesday: FOMC (no dot plot—Warsh’s press conference is the only information source; the market expects “no action” about 70%).

After Wednesday’s close: Microsoft + $META (the last two exam papers in the capex narrative); Google added $205 billion in penalties and fell -4%—will they dare to add?

Thursday: Q2 GDP + PCE (the Fed’s most watched inflation gauge) + Apple + Amazon.

Logic: Oil prices breaking below $100 provides some breathing room, but new tariffs kicked in overnight and the PCE release hasn’t come out yet—once it does, direction will become clear.
#CLARITY法案拟奖励白帽黑客 #特朗普15%全球关税将于本周生效 #AMD

$ETH and $SOL · One holds the line, the other is still sliding

ETH: 1,857 (7/25 AM). Year-to-date is still +43%, leading among major players. This is the most solid one this year.
Support: 1,830 (if it breaks, look at 1,800)
Resistance: 1,935 — only once above it can we talk about a trend.

SOL: 73.97. The fifth consecutive week as the weakest among the majors. The distance to the 80 reversal line is getting farther, and meme sentiment has cooled quite a bit.
Support: 73 (if it breaks, look at 71.6; if it falls further to 60, that’s a deep-water level some are calling for)
Resistance: 77 → 80. Get above 80 and we’ll talk.

The contradiction is still there: On-chain DEX turnover is 17 billion yuan? (i.e., 17B). The “chassis” is hot; yet the price still falls.
Volume and price have diverged into the fifth week—this is the divergence I’ve been watching the longest.

Positioning/Trading: The setup where ETH is stronger than SOL hasn’t changed. The rotation money should go to ETH first. For SOL to take the baton, it must first hold 80; if it can’t, then it’s the one that gets hit hardest in the high-beta basket.
#ETH #solana # 700 million? (5.0 billion?) Bitcoin options cluster: 70k and 72k strike prices

US Chip Stocks · A Good Report Card in a Bear Market, and Intel’s Level of $INTCB

The Nasdaq 100 semiconductor ETF (SOXX) officially entered a bear market on Wednesday, down 22% from its all-time high. Most of the names in this sector are now trading 20–40% below their intra-year highs.

Intel’s earnings last night were a test case in this backdrop: EPS of $0.42 (consensus $0.21), revenue of $16.1B (consensus $14.4B), the fastest growth rate since 2011, and guidance that beat expectations. After-hours it briefly surged to 110, then gave it back, closing around +4%.

Intel key levels (TradingKey 기준)
Resistance 1: 98.97 (the upper band of the descending channel—first hurdle for the bulls)
Resistance 2: 107.50–109 (an area dense with EMAs; only a recovery would open the door to going long)
Support 1: 89.45
Downside targets: 82.72, then 75.66

Context numbers: up 170% year-to-date, but down 28% in July alone—one of the worst ten performers in the S&P 500 for July; 18A yield improved from 65% last quarter to 85% (TSMC’s N2 is around 90%). Apple and Microsoft are both design partners.

The takeaway: the fundamentals improving is real, but the market is currently selling the year’s winners. So the strategy isn’t “buy just because the earnings are good”—it’s about whether it can reclaim 98.97. If it can’t reclaim it, even great earnings only slow the decline. DYOR
#alpha #bstocks $GOOG.US

BTC · The box base defense

Current price 64,865 (7/24, morning), 24h -1.4%. In July, it rebounded from a low of 57,750 to a high of 66,990, up 13%—the best month since January. Now it’s testing the foundation of this upswing.

Key levels

Resistance: 66,800–66,990 (two attempts on Tuesday and Wednesday failed to hold; this is already a double ceiling). Upside target: after a breakout, look for 67,250.
Support 1: 64,000 (the lower edge of the box; the current price is right up against it).
Support 2: 63,800 (this line is crucial—in the 24/7 Wall St framework, only by holding it can this round of the downtrend be considered over).
Support 3: 62,000 → monthly support 58,115.

Thesis: In this 13% rebound, Bitfinex’s research is blunt—it’s driven by the disappearance of sell pressure plus leveraged derivatives positions, not by buying demand. So whether it can hold isn’t about how bullish the longs are—it’s about whether the shorts come back.

The ETF line is still the only bullish basis: five trading days of inflows totaling $727.3 million, but 84% of that goes only into BTC.

Strategy: 64,000 is the dividing line. Above it is box-style consolidation—trade the range. If there’s an effective breakdown and volume expands, you’ll need to reposition toward 62,000. Before next Wednesday’s FOMC, it’s not recommended to heavily bet on direction at the midline. DYOR
$BTC $INTCB #原油突破100美元 #七巨头单日市值损失7970亿美元 #bstocks

Tonight Intel · Options Pricing: 15% Volatility $INTC

Tonight Intel turns in its earnings report. This exam is interesting: within the year, it’s already gained 163%, and the options market is pricing roughly a 15% one-day move for tonight.
Expectations are EPS of $0.22 and revenue of $14.42 billion (+12%). Last year’s same quarter was a loss of $0.10 per share. Reported yields for the 18A process are at 85%.
But after reading the verdicts involving Google and Tesla, the question for tonight has really changed: it’s not “whether it can move,” it’s “how much it will cost to move.”
In a single earnings season, the same set of rules penalized Samsung, TSMC, Netflix, Google, and Tesla—if tonight Intel also delivers the “great performance but at extra cost” combination, that would be the sixth.

By the way, some background figures: the S&P’s blended earnings growth rate for Q2 has been revised up to 24.7% (from 23.2% as of the end of June). And for the 493 companies excluding the “Magnificent Seven,” growth is 22.8%, the highest since Q4 2021. Earnings are truly great, and the bar is genuinely being raised. #SK海力士盘前涨超5% #intc

Market Sentiment · There’s no story in encrypting yourself; now you’re borrowing someone else’s

Over the past two days, the things that moved the trading board have none of them come from crypto.

Three macro items: Google beat across the board yet raised capex to $205 billion, down -4% after hours; Tesla is in the race too; U.S. oil rises and stands at 94 (America’s 11th night airstrike on Iran). Trump is preparing to turn the expiring 10% global tariff into a permanent version, and is also considering imposing 100% on imported generic drugs; Brazil’s 25% took effect on Wednesday.

Put these three together and it’s one sentence: money is getting more expensive, and the market has started punishing people who spend. The pricing ruler for risk assets has changed. Crypto, sitting in the high-beta bucket, can’t dodge it.

The crypto-specific headline is empty. ETF inflows are a money-flow action, not a narrative. On the regulatory side, CLARITY is still going through procedures. SOL’s Alpenglow has to wait until Q3. After the three-pronged meme camp cools off, there’s no follow-through.

CoinDesk said this morning—pretty accurately: on Tuesday, it surged toward 66,000 but didn’t break through cleanly, which shows this market is waiting for a new catalyst, and now catalysts can only come from outside.

On the calendar: tonight Intel (options pricing 15% vol). Next Wednesday FOMC (7/28–29; no dot plot—Warsh’s press conference is the only information source). That same evening, Microsoft + Meta. Thursday: Apple + Amazon. Google was fined for adding $205 billion in capex—will Microsoft and Meta dare to add too? That’s the big question for everyone. Their answers will directly determine risk appetite, which in turn decides which way the BTC range box breaks.$BABY #SK海力士ADR转换额度2.5%已用尽 #BitMEX will close its exchange on September 23

#币安alpha Because there hasn’t been any new coins listed for a month, people have been spreading rumors that alpha is going to be canceled.

^_^ From what I can see for now, @币安广场 alpha points are still deeply linked to activities related to the Binance Wallet system. Also, for the U.S. stock market that the main force is pushing, it still needs alpha users to stack trading volume. So it would be very difficult to cancel it. But we’ve already started trying to add more gameplay.

Gameplay 1 is already out: you can get points by brushing products, then use points to exchange for products.

Tested personally: the 5 points on Predict were exchanged with 5 USDT. Now you can also use 5 points to exchange back for trial benefits worth 5 USDT.

So going forward, you might see points being exchanged for Binance AI memberships, points exchanging for fee-reduction voucher coupons, points exchanging for wallet product trial benefits, and points exchanging for aster contract trial benefits.

The direction is: bet small to win big 👀👀👀
$SKHYB #2026足球风潮 #WTI crude oil rises 2% to $84

ETH · The only mainstream coin winner this week, but don’t mistake beta for alpha

Quietly up: ETH is up about +7% this week to 1,860–1,880, while BTC is only up by just a bit more than 1%; SOL is also rising, though it’s still negative

Two engines: On the day CPI saw the biggest monthly drop in six years, it jumped +6% in a single day (the mainstream coin with the highest rate sensitivity); on-chain, the treasury company’s holdings are already nearing 5% of the available supply—this accumulation hasn’t stopped

Position: Turning 1,800 from resistance into support is the most important technical fact of the week. It clearly held through the weekend. On Monday, watch the 1,950–2,000 box top area—if it breaks, it’s a fake breakout and then it needs to go back and re-test

I’ve been holding for months: $LYN rose yesterday by 20 points—if you don’t sell, it just falls back. $AKE was directly shaken out. $BANK , which wasn’t on the train, jumped 10x

Market makers are they afraid I’ll get a fill? #2026足球风潮 #SK Hynix ADR premium over 25%