Eva树姐

I bought a bit of $AIA some time ago. I’ve been waiting until takeoff, so I’ve been keeping an eye on how their project has been progressing.

The market environment this year is indeed quite difficult. Not many projects can keep going and keep building continuously, let alone ones that can also make their own money and support themselves.

Recently I took another look at DA and realized that there’s actually a lot behind the latest update to the official website. In the past six months, with the market this cold, DA has still been steadily building products. Now it has moved from the earlier AI infrastructure into the areas of protocols and the economic layer. The AI Agents platform has been opened, and the first Agent, Sentry, has already launched.

What I’m most interested in is profitability. DA’s current revenue sources are already fairly clear. On one side, they provide their own technical capabilities to external projects—making model calls and enterprise-level solutions. On the other side, they have their own AI Agents platform, where users can directly deploy and use agents. Put simply: before, it was mostly about accumulating technology. Now they’re starting to use that technology to do business—and they’ve already reached a state of self-sustaining, self-earning operations.

Another thing I think is worth continuing to watch is how the money they earn flows back into $AIA. Under the current mechanism, after the business generates revenue and forms profit, they will use a portion of the profit to buy back and burn $AIA, reducing the circulating supply. If this feedback loop can really keep running, the project’s business growth will have a more direct connection with $AIA.

So what’s worth focusing on now is: how much DA can earn next, and whether this buyback-and-burn mechanism can be sustained. It’s already quite hard to keep working through a bear market. If they can truly generate their own cash flow, I think it’s definitely worth continuing to keep watch.

@DeAgentAI
#DeAgentAI #AIA

Bitcoin is about to break 70,000—how are the brothers who waited for 40,000 and bought the dip at 35,000?

After making money, many people mess around
and in the end lose it all.
They look down on 10% annualized returns,
only to find a few years later that 10% annualized compounding is so delicious.

Today I went to the computer market.
Those guys selling refurbished PC parts were, for years, completely numb—
everyone had a million-yuan luxury car,
high-priced houses bought at the peak,
all kinds of investments in real assets.
In the end, they all ended up losing big too.

A bit emo
$US
The more I buy, the lower it gets 🤣

$US dropped 40% on me
Should I cut my losses?

This time, the market maker for $TUT
can’t even withdraw the estimated profits
most likely, risk control will come

I only found out later
that the “Never-earn Teacher” on Twitter
works together with an MM to coordinate stock tips

$PROM This kind of thing, I absolutely can't get any
When I wake up, it's already been smashed down

Yesterday, I discussed this coin with Nine Gods
We agree on the viewpoint—it feels like the odds aren't enough
The second-tier concept's full circulation of chips might not be that good
Doesn't seem like the $Cysic chips are highly concentrated

Today, $TUT
This thing has made everyone pay attention again to Binance Futures’ meme coins.
MM has come up with a new play again.

Previously, everyone focused on projects behind Binance Alpha+ futures.
Instead of spending a few million USD to buy a project’s “shell,”
why not find some older memes—
track down the old dog-pool operators,
slowly collect the chips,
then run another round.

It’s definitely more cost-effective than spending a few million USD to buy a shell.

After all, these memes and projects that get listed on Binance futures have really poor performance across trading volume and other metrics.
They could be delisted by Binance at any time.

While there’s still time to get one more run,
act quickly—
I guess there will be even more “妖币” (weird/rogue coins) coming up recently.

The U.S. stock market trade last night wasn’t just a simple matter of up or down—it was about whether “AI can keep bearing the index.” The S&P 500 edged lower and the Nasdaq was roughly flat, but internally it was highly divided: MSFT, AMD, and AVGO stayed strong, and the SMH was still in the process of repairing. Meanwhile, TSLA, AAPL, and smaller-cap stocks leaned weaker. On top of that, with the Middle East situation repeatedly shifting, pressure on Hormuz shipping, and volatility in oil prices/gold, the market is effectively doing two things at once: buying AI certainty while leaving a buffer for macro risks.

Today I’ll focus on three lines: in the AI chain, whether NVDA/AMD/MSFT can keep spreading momentum; whether consumer/auto earnings—such as TSLA and GM—show demand pressure; and whether oil prices and the 10-year U.S. Treasury yield will again squeeze growth-stock valuations. For beginners: when the index moves sideways, it doesn’t mean there’s no main theme. It’s more useful to first see where capital is “buying certainty and selling uncertainty,” rather than only looking at whether the overall market is red or green.

Today I’m mainly watching these trending tokens: ETH / HYPE / BANK / BONK.

Why they’re worth watching:
ETH is still the backbone of this rotation; trading is the most stable, and if it keeps strengthening, it can continue to “supply life” to the altcoins;
HYPE is a strong, high-attention pick—its rise isn’t overly exaggerated, but the order flow and follow-through look better;
BANK has the most concentrated discussion and trading today—it feels more like a short-term sentiment play;
BONK is the most flexible one among memes. Its OKX 24h gain is noticeable, suggesting that the market still has willingness to bet on higher volatility.

One take:
This isn’t a market for broad, reckless chasing; it feels more like funds are rotating among a small number of tickets with shared conviction and solid trading.

Overall:
I’ll focus first on the ETH direction, then see whether HYPE / BANK / BONK can keep expanding volume—if there’s no volume, I won’t chase.

The most worth watching today isn’t some small coin, but rather this: “institutional funds are returning to the main track.” BTC has reclaimed the area around $65,000, with ETF funds flowing back; meanwhile, Citadel Securities invests $400 million into Crypto.com, indicating that traditional liquidity powerhouses aren’t just watching from the sidelines—they’re buying into the crypto trading entry points.

My take: there will likely be volatility in the short term, but the market structure is changing—institutions first buy BTC with greater certainty, then they buy the cash flows of exchanges and infrastructure. Going forward, instead of chasing noise, you should focus on whether BTC can hold key levels and whether funds continue to shift from “watching” to “allocating.”

Tonight’s trending tokens—I only look at these: PUMP / PI / ACE / PENGU.

Why they’re worth watching:
PUMP feels most like the main storyline in this run. Its 24h gain and trading volume have shown up, and the narrative is pretty straightforward: the market is pricing another launchpad for Solana memes.

PI is more of a sentiment play. Trading volume isn’t low and the upside is decent too, but I’d lean toward short-term observation rather than treating it as a value narrative.

ACE is surging the most, but this looks more like sudden liquidity showing up—good for watching momentum and hype, not for blindly chasing.

PENGU / BONK, these older memes, actually act like a sentiment thermometer: if they can keep up, it suggests the money isn’t only hitting one or two “weird” coins.

One-liner: This isn’t a broad bull day—hot money is concentrating again into memes / high-recognition names.

Overall: You can watch it, but don’t get carried away. The biggest risk in this kind of market is misreading short-term sentiment as a long-term trend.

The moves in last night’s and today’s US stock trading weren’t simply “tech stocks continuing to rise,” but rather a re-pricing across the AI chain: the chip stocks’ rebound didn’t hold, Netflix fell after its earnings report, and ahead of Tesla’s earnings report, differences of opinion increased. What the market really cares about is whether the earnings of overvalued growth stocks can live up to the expectations that have already been priced in.

Next, I’ll watch three things: whether NVDA/semiconductors can stop the decline, how TSLA’s earnings will frame expectations for growth stocks, and the AI second-order variable of data-center power/energy infrastructure. For a beginner’s framework: first, see what kind of growth investors are willing to pay a premium for, and then check whether the earnings reports can validate that premium.

Today’s hot tokens—I’ll focus on these: BANK / PUMP / KAITO / PI / PEPE.

Why they’re worth watching:
BANK is the most exaggerated sentiment play today. Binance 24h trading volumes have surged to the front of the pack, and the price increase is also eye-catching. For this kind of stock, it’s not about valuation in the short term—it’s about whether the money is still willing to keep the momentum going.
PUMP has continued support from both trading volume and price gains. OKX spot and futures are both very active, suggesting the market is still making some elasticity around the pump.fun theme.
KAITO and PI are both a combination of “high discussion” + “high volatility.” The former leans more toward information/AI narrative, while the latter is more driven by retail sentiment. They’re suitable for assessing strength/weakness—not for blindly chasing.
Even for PEPE, which is an old-school meme, there’s also volume today. This indicates risk appetite hasn’t completely died out—it’s just that the money is being more selective about which coins to choose.

A single takeaway:
This isn’t a full-blown bull run for every low-cap. It’s funds rotating sentiment by taking turns within a small number of highly recognizable, high-volume coins.

Overall:
I’ll use BANK/PUMP as a short-term sentiment barometer, and look at KAITO/PI/PEPE for follow-through/attraction. Where there’s volume, there’s a story—if there’s no volume, don’t get too carried away with upward moves first.

Over the past 24 hours, I’ve been paying more attention to ETH than a bunch of minor coins rotating back and forth. Crypto ETF flows have recorded net inflows for the second consecutive week, and ETH accounts for the majority—suggesting that institutional capital is moving from the phase of “only buying BTC beta” into “betting on the on-chain financial infrastructure.”

Of course, short-term prices will keep churning and fluctuating, but if ETH can continue to outperform, the main market narrative may not be a full return of the altcoin season. Instead, capital may first reprice the most certain and liquid core assets: BTC sets the direction, while ETH provides the upside elasticity.

Tonight’s hot tokens—I only look at these few:

BANK: The hottest in terms of attention. The price increase is too exaggerated—good for gauging whether the momentum can spill over, but not for blindly chasing.

KAITO: OKX’s trading volume and price increase are both in the top tier. It’s an AI/newsflow direction with narrative and follow-through.

PI: Search interest is still there, and the price has rebounded too, but it feels more like a sentiment-driven coin—the rhythm matters more than logic.

HYPE / PENGU: One is driven by an on-chain exchange narrative; the other is driven by NFT/meme sentiment. Both are names where “someone is willing to take the next buyer.”

One verdict: This isn’t the full-blown alt-season where everything blooms at once. It’s funds repeatedly looking for upside in highly recognizable coins.

Overall: What you can do is follow volume to judge strength; don’t just chase the story based on price increase.

There is no new trading in the US stock market today. The trend continues from Friday’s close: the market isn’t trading a typical pullback—it’s re-pricing the overvalued AI/semiconductor names. The Nasdaq is down nearly 3% over the week, with the chip supply chain leading the decline. Even Netflix’s guidance missing expectations serves as a reminder that once earnings season starts, the story will need to be validated by cash flow and guidance.

Next, I’ll watch three variables: whether NVDA/SMH can stop the slide, whether after-NFLX big-tech earnings can hold up consumption and advertising expectations, and whether oil prices and the 10-year US Treasury yield continue to pressure growth-stock valuations. For beginners: even in a bull market, you need to distinguish between “the industry trend hasn’t changed” and “valuations are too crowded and need digestion.” The former determines direction, while the latter determines your entry point.

Today’s most worth-watching trending tokens on the board: BTC, ETH, HYPE, ALLO, and ONDO.

Why they’re worth watching: BTC/ETH are still holding the main trend, with no obvious capital outflows; HYPE is one of the high-attention assets where both volume and price action are still relatively healthy; ALLO’s 24h rally is the strongest, and the sentiment is quite concentrated—but this is more suitable for assessing follow-through, not for chasing momentum; ONDO is the opposite: it rallies on volume then pulls back, indicating very strong disagreement.

One-line takeaway: Today isn’t a full-blown bull market; it’s more like “the main trend is propped up + local theme rotation.”

Overall: What can really run is not the one that rises the most, but the one that, after moving up, still has enough trading activity to catch bids and continue.

What’s most worth watching today isn’t a single BTC price line, but the U.S. crypto market structure bill— the CLARITY Act—continuing to get stuck in the Senate. What the market lacks right now isn’t a story; it’s rule-setting certainty: as long as the regulatory boundaries remain unclear, institutional funds entering BTC/ETH will behave more like “trying a position” rather than quickly turning into long-term core holdings.

So you can watch short-term up and down moves, but the real variable for the medium term is this: whether the U.S. can clearly spell out the status of exchanges, whether they’re treated as securities or commodities, and the rules for stablecoins and custody. The clearer the rules, the more BTC/ETH’s valuation anchor starts to resemble a traditional financial asset; the more the process drags on, the easier it is for price action to be repeatedly pulled around by macro factors and sentiment.