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.

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.

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

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.

Just saw this news: Binance may be returning to Malaysia.

Malaysia is definitely a market worth pursuing for Binance. After new regulations took effect in May this year, the government began allowing cryptocurrency ETFs. Last year, locally licensed exchanges saw $4 billion in trading volume, up 23%. But local exchanges are nowhere near as competitive as Binance, and their product experience falls far short. If Binance can get regulatory approval, it would definitely be the first choice.

#币安 #马来西亚 $BNB

Isn't Google's 280, $GOOGLB , a better deal?

Real Madrid loses the Chinese market

China’s homegrown memory industry is also performing well

ChangXin Memory Technologies has officially been added to the SSE Composite Index, and has already become its largest constituent by weight. According to the China Securities Index Co. website, ChangXin accounts for 4.67% of the SSE Composite Index, ranking first. It has also been added to the SSE STAR Market Composite Index, where it carries a weight of 15.74%, also ranking first.

Mbappe couldn't withstand the public pressure and officially apologized, but the first platform he apologized on was X, because all domestic platforms had banned him. You can only see his apology by bypassing the firewall 😂

Pop Mart, long favored by Duan Yongping, has taken a sharp hit

Pop Mart released its unaudited third-quarter 2026 results this afternoon. Overall revenue was down 45% to 50% year over year—nearly cut in half—and came in worse than many had expected.

The decline was broad-based across regions. Revenue in China fell 25% to 30%, the smallest drop. Asia-Pacific was down 65% to 70%, the Americas fell 70% to 75%, and Europe and other regions declined 50% to 55%. The overseas growth that had supported Pop Mart’s valuation over the past two years became the biggest drag this quarter.

The key questions now are whether Pop Mart can roll out another hit IP soon, whether it will adjust the pace of its overseas store expansion, and how the market will revalue the company. At the end of the day, designer toys are still driven by consumer sentiment—and popularity can be extremely fickle.

Within 24 hours, news related to Mbappe:
· Mengniu Dairy announced the termination of all cooperation with Mbappe
· Miaokelando quickly followed suit and also terminated all cooperation
· CCTV halted events and ads involving Mbappe
· Eastroc Beverage announced the termination of all cooperation
· Mbappe's Xiaohongshu account was muted + blocked from following
· Mbappe's Weibo account is also in a muted state

Roughly estimated, Mbappe has probably lost about 10 million to 60 million USD this time, equivalent to about 70 million to 430 million RMB, which is roughly 1 to 4 "small goals"

Mbappé has taken quite a big hit financially over one remark...

Today, one piece of news after another about Mbappé came out:
1️⃣ Mengniu Dairy announced it was ending all cooperation with Mbappé
2️⃣ Milkground quickly followed suit, also ending all cooperation
3️⃣ CCTV halted all broadcasts and ads involving Mbappé
4️⃣ Dongpeng Beverage responded to the public discussion

With brands distancing themselves en masse and CCTV weighing in, who knows how many hundreds of millions he’s lost this time.

Tonight, U.S. chip stocks broadly strengthened. The Philadelphia Semiconductor Index rose about 3% intraday; Intel rose 3.2%, AMD 2.3%, Micron 3.5%, and the memory chip index gained 3.2%. The direct catalyst was Anthropic’s formal public filing for a Nasdaq IPO, with the ticker ANT. Its first-half revenue was $16.3 billion, compared with only $1.2 billion in the same period last year, and it could list as early as mid-November. The market is treating it as a new pricing anchor for AI valuations, prompting a repricing of the compute and storage chains.

However, sentiment is not one-sided. The cost of insuring against default for AI giants just hit a new high, and HSBC also cut global equities from a maximum overweight to neutral. This week also brings the Federal Reserve’s rate decision and earnings from several tech giants. Crypto is relatively calm: BTC has been fluctuating around $80,000, Strategy paused Bitcoin purchases last week, and ETF flows were into BTC and out of ETH. In the short term, the AI narrative is still intact, but volatility is unlikely to be small.

#Anthropic #AI #半导体 #BTC #U.S. stocks

The big one is here?? Anthropic has officially filed its IPO paperwork publicly with Nasdaq, planning to trade under the ticker symbol ANT, with Goldman Sachs and Morgan Stanley leading the offering. Revenue in the first half of the year was $16.3 billion, compared with just $1.2 billion in the same period last year. The company says it has no plans to pay dividends in the near term.

But the loss figure is $80.7 billion...