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

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%

SOL · Sets a record high, yet the coin price is falling—this divergence has to be understood

One of the most convoluted assets this week: SOL’s on-chain DEX seven-day trading volume hit $9.92 billion, a new all-time high. It even surpassed the weekly spot volumes on Coinbase and Kraken, forcing both of them to start integrating Solana.

Then the price: from $78 down to just over $73, a week -6%. Among major coins, it’s the weakest. The SOL/BTC exchange rate on the daily chart has also slid back to support.

The answer to the divergence: these big-volume players are driven by meme speculation, and this week the meme leader has been constantly in a battle within the Ethereum ecosystem. SOL’s leadership, andem, has been drained via a Robinhood chain “pull.” Funds and attention were diverted.

The $10 billion+ trading volume is real—but so is the market’s valuation discount on “speculative volume.”

Good news is hidden on the institutional side: Clearstream, a subsidiary of Deutsche Börse, has just added SOL to institutional custody. Spot ETF cumulative inflows exceed $1.1 billion, and in Q3 there’s also the Alpenglow upgrade (confirmation time 12 seconds → 150 milliseconds) holding things up.

Levels: Around $SOL 75 is the short-term life-or-death line. The 200-day moving average is still above 99—looking forward, the medium-term trend hasn’t reversed. Range trading is fine; don’t get greedy.

In the short term, watch whether meme sentiment can recover. In the medium term, watch whether Alpenglow can deliver. The direction of volume-price divergence repair will most likely depend on whether the next wave of meme gets a relay. On-chain, there’s also been a big dog—2m—directly pumping to 21m, a 10x move. The rumor is that the official team also got involved. See if it can build up energy and test heights above 20.

Ge87EtsjwRQbHaqQmKRno69RFTwh9bfSsm99XNxTpump
#闪迪单日跌12.63% $AKE $ASP

ETH · The strongest among this week’s mainstream coins—almost nobody’s talking about it

Quietly saying one number: $ETH ETH this week rose from 1,745 to 1,860–1,880, about +7% for the week—BTC was only up by a little more than 1 point, and SOL is still negative. The winner among this week’s mainstream coins is it.

The driving force was Tuesday’s CPI: on the day the biggest monthly drop in six years came out, ETH jumped +6% in a single day—it's the mainstream coin with the biggest sensitivity to the “rate cuts/looser rates” rebound.

On-chain, there’s also a slow-burn variable piling up: Bitmine-type treasury companies’ holdings have already edged up to about 5% of the ETH supply, and institutional accumulation hasn’t stopped.

Robinhood & base’s memes are also driving volume hard.

Position: 1,800 turning from resistance into support is this week’s most important technical fact. Hold it, and the next target is the box’s upper boundary around 1,950–2,000.

#HYPE单日跌8% #比特币年内跌32.9%ETF流出49亿美元 $AKE

$NES 6666 This kind of market without airdrops is still able to churn out results even more “intense” than a bull market.

Let me ask one question—when you all “compete” (get intense) at it, how much do you lose?

#BinanceTurns9 9th anniversary, Binance has you