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半只猴子

meme玩家 X:半只猴子 monkeyd_long
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7u Challenge One Hundred Million! Day 20 Principal 7u, target one hundred million Current: 3450u Survival cost: 950u Available funds: 2500u+ Recently, there has been a lot of high-altitude chain sweeping. These past two days my eyes hurt. I just checked: yesterday the funds were 3780, but now it’s only 3450, plus the Binance Square rewards. Everything is fully allocated in spot positions. The drawdown is about 400u! The main issue is that $BNB and $PONS have had a relatively large drawdown. Earlier, I judged that the bull market has already finished its second leg—meaning the correction was over. But it looks like that judgment was wrong. The good news is that the correction hasn’t finished yet, which means there’s still time to get on a few strong coins. In the text below, I’ll write about a few coins I’m currently watching, to see which one to buy. {alpha}(46630x39dbed3a2bd333467115de45665cc57f813c4571)
7u Challenge One Hundred Million!
Day 20
Principal 7u, target one hundred million
Current: 3450u
Survival cost: 950u
Available funds: 2500u+

Recently, there has been a lot of high-altitude chain sweeping. These past two days my eyes hurt. I just checked: yesterday the funds were 3780, but now it’s only 3450, plus the Binance Square rewards. Everything is fully allocated in spot positions. The drawdown is about 400u!

The main issue is that $BNB and $PONS have had a relatively large drawdown.

Earlier, I judged that the bull market has already finished its second leg—meaning the correction was over. But it looks like that judgment was wrong. The good news is that the correction hasn’t finished yet, which means there’s still time to get on a few strong coins.

In the text below, I’ll write about a few coins I’m currently watching, to see which one to buy.
Article
If you don’t know what crypto to buy, follow this logic!In the crypto world, how do you tell whether a project is “severely overvalued” or “exceptional value for money”? Follow the narrative? Check the candlestick chart? None of that is as practical as the “revenue multiple”! The so-called revenue multiple is market cap ÷ annualized revenue. The lower the number, the cheaper the deal (for example, 1x means the market cap equals one year’s revenue). Let’s take a look at the latest market valuation rankings— which projects are quietly making big money, and which ones are mortgaging the future?👇 📊 Core project valuation breakdown (sorted from low to high by multiple) 1. $PONS | Valuation multiple: 1.23x (extremely undervalued zone)

If you don’t know what crypto to buy, follow this logic!

In the crypto world, how do you tell whether a project is “severely overvalued” or “exceptional value for money”? Follow the narrative? Check the candlestick chart? None of that is as practical as the “revenue multiple”!
The so-called revenue multiple is market cap ÷ annualized revenue. The lower the number, the cheaper the deal (for example, 1x means the market cap equals one year’s revenue).
Let’s take a look at the latest market valuation rankings— which projects are quietly making big money, and which ones are mortgaging the future?👇
📊 Core project valuation breakdown (sorted from low to high by multiple)
1. $PONS | Valuation multiple: 1.23x (extremely undervalued zone)
Partly True
On this day two months ago, $PONS was founded: 1. In two months, the cumulative trading volume reached $12 billion 2. The community token skyrocketed from 0 to $950 million (all-time high). 3. Creators on the platform earned over $110 million 4. The protocol has collected up to $30 million in fees, with more than 80% used for buybacks and burns. 5. Pons became one of the world’s largest startups, and one of the companies to reach $100 million ARR in under 2 months at the fastest pace. 6. Pons became one of the top 5 crypto protocols by revenue. {future}(PONSUSDT)
On this day two months ago, $PONS was founded:

1. In two months, the cumulative trading volume reached $12 billion

2. The community token skyrocketed from 0 to $950 million (all-time high).

3. Creators on the platform earned over $110 million

4. The protocol has collected up to $30 million in fees, with more than 80% used for buybacks and burns.

5. Pons became one of the world’s largest startups, and one of the companies to reach $100 million ARR in under 2 months at the fastest pace.

6. Pons became one of the top 5 crypto protocols by revenue.
Just say it like this: Bitcoin $BTC is still in a bull market. Don’t be fooled by how hard it’s dropped these past two days—actually it’s only down a couple to a few percentage points. There are two truly key levels: 1) 75.5K. Why is this level important? Because the #1 holder, MicroStrategy’s cost basis is at $75.5K. MicroStrategy has been accumulating Bitcoin since 2020. Its total spending exceeds $63 billion. It has accumulated 840,000 BTC, with an average price of 75,385. If the price falls below this level, MicroStrategy will lose its ability to buy with cash. If it’s above this level, it will gain the ability to trade and ramp up. This level is extremely critical! 2) 74K. This is the level from when the former “big leader” took power—the point that pierced the sky. Once it breaks 7.4, it directly takes the price to $100K. This level is still continuing to work its power. So don’t scare yourself—above 74K, the market will be extremely exciting!
Just say it like this: Bitcoin $BTC is still in a bull market.

Don’t be fooled by how hard it’s dropped these past two days—actually it’s only down a couple to a few percentage points.

There are two truly key levels:

1) 75.5K. Why is this level important? Because the #1 holder, MicroStrategy’s cost basis is at $75.5K.

MicroStrategy has been accumulating Bitcoin since 2020. Its total spending exceeds $63 billion. It has accumulated 840,000 BTC, with an average price of 75,385. If the price falls below this level, MicroStrategy will lose its ability to buy with cash. If it’s above this level, it will gain the ability to trade and ramp up. This level is extremely critical!

2) 74K. This is the level from when the former “big leader” took power—the point that pierced the sky. Once it breaks 7.4, it directly takes the price to $100K. This level is still continuing to work its power.

So don’t scare yourself—above 74K, the market will be extremely exciting!
Article
Crypto’s “Top 10 Money Printers”: The 24-hour Protocol Revenue Rankings Revealed!In the crypto world, TVL (total value locked) can be misleading, but Revenue (protocol revenue) won’t. It’s a hard metric for measuring a project’s true ability to generate “lifeblood.” According to the latest 24-hour protocol revenue data, let’s list the top 10 “money printers.” Not just who earns the most, but to understand their “core profit model” in one sentence each.👇 📊 Top 10 protocol revenue leaderboard (last 24h) 1. Tether (USDT) | 24H revenue: $16.58M Core model: Stablecoin issuer. Lying back and earning Treasury bond interest—every circulating USDT is working for it. The industry’s undisputed number one money printer.

Crypto’s “Top 10 Money Printers”: The 24-hour Protocol Revenue Rankings Revealed!

In the crypto world, TVL (total value locked) can be misleading, but Revenue (protocol revenue) won’t. It’s a hard metric for measuring a project’s true ability to generate “lifeblood.”
According to the latest 24-hour protocol revenue data, let’s list the top 10 “money printers.” Not just who earns the most, but to understand their “core profit model” in one sentence each.👇
📊 Top 10 protocol revenue leaderboard (last 24h)
1. Tether (USDT) | 24H revenue: $16.58M
Core model: Stablecoin issuer. Lying back and earning Treasury bond interest—every circulating USDT is working for it. The industry’s undisputed number one money printer.
Suddenly woke up in the middle of the night, and fell badly
Suddenly woke up in the middle of the night, and fell badly
半只猴子
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It’s over, finally it’s over!

Bitcoin’s $BTC second wave adjustment has finally ended. Next, let’s witness the magnificent history of the waves.

Once we regain stability at 80,000 and break through 82,500, don’t give the shorts any chance—quickly move up to 85,000.

From 85,000 to 90,000 happens in an instant—straight for $100,000!

Don’t short, don’t short!

This is a bull market!!!
Can UNI still be bought? I just looked at the recent data for $UNI {future}(UNIUSDT) In the past 24 hours, protocol fees were $7.72 million, while protocol revenue was $618,000. Yesterday, the buyback amount was $593,000, and Robinhood contributed more than half. That means if the Robinhood chain’s revenue were to stop, UNI revenue and buybacks would be cut in half immediately. Is there a possibility of that? Obviously it can’t be ruled out. Strictly speaking, Robinhood chain’s contribution most directly comes from $PONS . Yesterday I saw market rumors that PONS might be doing its own swap; if that’s true, it’s not good news for UNI. {future}(PONSUSDT) It doesn’t feel great to put hope in someone else. Keep a close eye on PONS’s latest developments.
Can UNI still be bought?

I just looked at the recent data for $UNI

In the past 24 hours, protocol fees were $7.72 million, while protocol revenue was $618,000.

Yesterday, the buyback amount was $593,000, and Robinhood contributed more than half.

That means if the Robinhood chain’s revenue were to stop, UNI revenue and buybacks would be cut in half immediately. Is there a possibility of that?

Obviously it can’t be ruled out. Strictly speaking, Robinhood chain’s contribution most directly comes from $PONS . Yesterday I saw market rumors that PONS might be doing its own swap; if that’s true, it’s not good news for UNI.

It doesn’t feel great to put hope in someone else. Keep a close eye on PONS’s latest developments.
Verified
Over the past week, $PONS ’s daily income has reached between $1.3 million and over $2 million. And over the past 7 days, not a single day’s revenue has been below $1.1 million. The buyback wallet now has nearly $3 million ready at any time to purchase PONS. One very important point: currently, the buyback and burn have already exceeded 30%, meaning PONS’s actual market cap is not around $750 million as shown, but rather $500 million. {future}(PONSUSDT)
Over the past week, $PONS ’s daily income has reached between $1.3 million and over $2 million.

And over the past 7 days, not a single day’s revenue has been below $1.1 million.

The buyback wallet now has nearly $3 million ready at any time to purchase PONS.

One very important point: currently, the buyback and burn have already exceeded 30%, meaning PONS’s actual market cap is not around $750 million as shown, but rather $500 million.
Article
Whale-Hunting Operation 2.0: Tens of Millions in Capital Converge—Targeting a Whale with a $4.5 Million Unrealized LossImagine this scene— You opened a short, and it didn’t drop. Instead, it went up. You add to your position—and it keeps rising. You add more—it's still going up. You’re down $4.5 million unrealized, and your liquidation price is right around the corner. Then you realize the whole internet is watching your position, waiting to see you get liquidated. This isn’t a movie. This is what’s happening right now on $PONS. On September 3, trader oracle opened a 3x short position on PONS via $HYPE. To date, the position has accumulated to 25.29 million tokens, valued at about $20.86 million. The opening average price was $0.656. What does that mean? In the Hype PONS futures market, he alone accounts for 19% of the total open interest—that’s a real whale.

Whale-Hunting Operation 2.0: Tens of Millions in Capital Converge—Targeting a Whale with a $4.5 Million Unrealized Loss

Imagine this scene—
You opened a short, and it didn’t drop. Instead, it went up.
You add to your position—and it keeps rising.
You add more—it's still going up.
You’re down $4.5 million unrealized, and your liquidation price is right around the corner.
Then you realize the whole internet is watching your position, waiting to see you get liquidated.
This isn’t a movie. This is what’s happening right now on $PONS .
On September 3, trader oracle opened a 3x short position on PONS via $HYPE . To date, the position has accumulated to 25.29 million tokens, valued at about $20.86 million. The opening average price was $0.656.
What does that mean?
In the Hype PONS futures market, he alone accounts for 19% of the total open interest—that’s a real whale.
Article
From dismissing it to 1200x, why did Aave make early investors earn over 60 million?From DeFi to MemeFi, times are changing, but the underlying logic has never changed. Today let’s talk about a story from a few years ago — how prime brokerage made a thousandfold profit from investment $AAVE. In June 2019, prime brokerage first saw this project, and it was called LEND (Aave’s predecessor). It was peer-to-peer lending, with borrowers and lenders each placing orders and waiting to be matched by the other side. The rates didn’t match, the amounts didn’t match, and trading volume was terrible. Conclusion: don’t invest. But the Aave team made a key decision — to switch from P2P to P2C (pool-based model). Everyone deposits money into one pool; if you want to borrow, you can borrow anytime, and if you want to deposit, you can withdraw anytime. This change directly solved the core problem of low matching efficiency.

From dismissing it to 1200x, why did Aave make early investors earn over 60 million?

From DeFi to MemeFi, times are changing, but the underlying logic has never changed.
Today let’s talk about a story from a few years ago — how prime brokerage made a thousandfold profit from investment $AAVE .
In June 2019, prime brokerage first saw this project, and it was called LEND (Aave’s predecessor). It was peer-to-peer lending, with borrowers and lenders each placing orders and waiting to be matched by the other side. The rates didn’t match, the amounts didn’t match, and trading volume was terrible. Conclusion: don’t invest.
But the Aave team made a key decision — to switch from P2P to P2C (pool-based model). Everyone deposits money into one pool; if you want to borrow, you can borrow anytime, and if you want to deposit, you can withdraw anytime. This change directly solved the core problem of low matching efficiency.
Partly True
Article
From a 10U god to an A9 big shot, it only took him two months!Two months ago he was still $BNB chasing shitcoins, and now he's making $9.05 million a day. The scary thing isn't someone who works harder than you; it's someone who works harder than you and is even better at going all in. Today let's talk about a story of “instant fame” that is absurdly real — $PONS founder Oz. Two months ago, he was still on the BSC chain chasing shitcoins, spending $22 to buy a Chinese token, and leaving behind a classic wish: “Immortal beings of China, if you can hear my prayer, please pump this crappy thing to a $5 billion market cap. I'm really too poor.” Back then, he was just the ordinary “10U god” you and I could run into anywhere.

From a 10U god to an A9 big shot, it only took him two months!

Two months ago he was still $BNB chasing shitcoins, and now he's making $9.05 million a day.
The scary thing isn't someone who works harder than you; it's someone who works harder than you and is even better at going all in.
Today let's talk about a story of “instant fame” that is absurdly real — $PONS founder Oz. Two months ago, he was still on the BSC chain chasing shitcoins, spending $22 to buy a Chinese token, and leaving behind a classic wish:
“Immortal beings of China, if you can hear my prayer, please pump this crappy thing to a $5 billion market cap. I'm really too poor.”
Back then, he was just the ordinary “10U god” you and I could run into anywhere.
Article
The top 10 money printers in crypto—do you know who they are?Just looked at the latest 24-hour ranking of the top 10 protocol fees in crypto—see which project surprises you the most? 💰 Let's take a look at these 10 real "money printers" in 24-hour protocol fees: No.1 Tether |16.10 million USD How to make money: issue the USDT stablecoin, where users exchange real money for USDT, and it uses the users' money to buy U.S. Treasuries and earn interest. Do nothing, just sit back and earn the spread. No.2 $PONS |9.05 million USD How to make money: a launchpad on the Robinhood Chain, with revenue buyback and burn mechanism, maximizing deflation. No.3 Uniswap $UNI |8.29 million USD How to make money: the largest decentralized exchange on-chain, charging a transaction fee on every trade. The more trading volume it has, the more it earns—simple and brutal.

The top 10 money printers in crypto—do you know who they are?

Just looked at the latest 24-hour ranking of the top 10 protocol fees in crypto—see which project surprises you the most?
💰 Let's take a look at these 10 real "money printers" in 24-hour protocol fees:
No.1 Tether |16.10 million USD
How to make money: issue the USDT stablecoin, where users exchange real money for USDT, and it uses the users' money to buy U.S. Treasuries and earn interest. Do nothing, just sit back and earn the spread.
No.2 $PONS |9.05 million USD
How to make money: a launchpad on the Robinhood Chain, with revenue buyback and burn mechanism, maximizing deflation.
No.3 Uniswap $UNI |8.29 million USD
How to make money: the largest decentralized exchange on-chain, charging a transaction fee on every trade. The more trading volume it has, the more it earns—simple and brutal.
The hottest narrative these past few days is not AI, not U.S. stocks, but the explosive breakout of the Robin Hood chain ecosystem. First, PONS went live on contracts, ARB rose more than 45% in a single day, UNI hit a recent high, ZEC broke through $1,200, and HYPE reached an all-time high... Here’s a clear rundown today of why these 10 coins are rising. 1.$PONS The leading launchpad on the Robin Hood chain, with protocol fees of $9.05 million in the last 24 hours, fees exceeding pump for several consecutive days, and a cumulative buyback-and-burn ratio of 29.84%. {future}(PONSUSDT) 2.$ARB Built on ARB by the Robin Hood chain, with 10% of net revenue flowing into the ARB ecosystem. {future}(ARBUSDT) 3.$UNI Protocol fees and revenue hit new highs, with the Robin Hood chain contributing 70%, and single-day buybacks and burns peaking above $1 million. {future}(UNIUSDT) 4. ZEC, at an all-time high, the leading privacy coin, with institutions openly buying in, driving a short squeeze. 5. DASH, a veteran privacy coin, boosted by ZEC. 6. HYPE, three related ETFs attracting institutional positioning, hit an all-time high, and buyback-and-burn amounts recently reached new highs. 7. CRV, DeFi infrastructure, rising along with the broader sector. 8. ENA, with updates across four major ecosystems, and entering the stock perpetual contracts market. 9. LINK, infrastructure in the DeFi sector, rising along with the broader sector. 10. PUMP, the largest launchpad on SOL.
The hottest narrative these past few days is not AI, not U.S. stocks, but the explosive breakout of the Robin Hood chain ecosystem.

First, PONS went live on contracts, ARB rose more than 45% in a single day, UNI hit a recent high, ZEC broke through $1,200, and HYPE reached an all-time high...

Here’s a clear rundown today of why these 10 coins are rising.

1.$PONS The leading launchpad on the Robin Hood chain, with protocol fees of $9.05 million in the last 24 hours, fees exceeding pump for several consecutive days, and a cumulative buyback-and-burn ratio of 29.84%.
2.$ARB Built on ARB by the Robin Hood chain, with 10% of net revenue flowing into the ARB ecosystem.
3.$UNI Protocol fees and revenue hit new highs, with the Robin Hood chain contributing 70%, and single-day buybacks and burns peaking above $1 million.
4. ZEC, at an all-time high, the leading privacy coin, with institutions openly buying in, driving a short squeeze.

5. DASH, a veteran privacy coin, boosted by ZEC.

6. HYPE, three related ETFs attracting institutional positioning, hit an all-time high, and buyback-and-burn amounts recently reached new highs.

7. CRV, DeFi infrastructure, rising along with the broader sector.

8. ENA, with updates across four major ecosystems, and entering the stock perpetual contracts market.

9. LINK, infrastructure in the DeFi sector, rising along with the broader sector.

10. PUMP, the largest launchpad on SOL.
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