半只猴子

Sun really knows how to keep his mouth shut.

Over the past ten days, he spent $51 million buying $PEPE , becoming the largest individual holder. With PEPE surging, he’s already made over $10 million.

He must have known the news in advance. He kept his mouth shut, but his actions spoke volumes!

Yesterday I said absolutely do not buy $PEPE —don't let Brother Sun dump on us!

How did someone not listen and send PEPE flying?

I just saw that Sun Yuchen has bought the dip on $51 million worth of PEPE over the past 10 days. He's now sitting on more than 20% in unrealized gains—that's $10 million.

Sad Frog is already crying!

Do you know who the ten richest people in crypto are?

No. 1: Changpeng Zhao @CZ , worth $110 billion. He ranks 17th on the global rich list, ahead of Bill Gates.

Then from No. 2 to No. 5, they’re all from Tether. The four of them are worth $190 billion combined, accounting for 56% of the top ten.

There’s only one person who made his fortune from Bitcoin: Saylor, the founder of MicroStrategy, with $5.3 billion, ranked No. 9.

If Satoshi Nakamoto were included: 1.1 million coins ≈ $89.1 billion, which would put him at No. 2. But nobody knows who he is, so he’s not on the list.

This list proves one thing: issuing stablecoins is seriously profitable!

The 10 most profitable protocols in crypto over the past 30 days

$PUMP and $HYPE are leading by a huge margin. Three of the top 10 are related to meme coins: pump as a launchpad, and FOMO and Axiom as trading tools.

Paper has been performing very strongly since it launched. Another factor is the way the data is measured, which has helped it make the list.

Made $200 million in 8 months

I just checked Binance's SAFU Fund. Eight months ago, it bought $1 billion worth of Bitcoin, totaling 15,000 BTC. That batch is now worth $1.2 billion, $BTC .

@CZ , you haven't forgotten, have you? How long are you planning to hold this time?

$PONS Why did it go up?

The fundamentals have barely changed over the past 24 hours: protocol fees were $330,000, protocol revenue was $50,000, buybacks and burns were 32.8%, and the actual market cap was $200 million.

There hasn't been a single buy on the external market in five hours. The internal-market data is indeed a little better than before, with more than 10 buys in the past hour. But these fundamentals are still too weak.

PONS is up purely because the top whale, Xiaohuangren, used Robinhood's revenue growth as a talking point to promote it, liquidating a bunch of shorts and turning them into buyers.

$GANG , the top project in Binance's Agent sector

Famous trader Bonk Guy: If Robinhood Chain has bottomed, go all in on PONS now $PONS

Famous trader Bonk Guy has just published a lengthy post with a very clear core view: he’s bullish on Robinhood Chain and heavily invested in PONS.

His key arguments

First, Robinhood’s earnings report is extremely bullish for the on-chain ecosystem.
Bonk Guy’s exact words: “Robinhood’s earnings report is VERY BULLISH for this chain.”
Crypto was Robinhood’s best-performing business segment, and Robinhood Chain played a key role in it.

Second, PONS is the undisputed leader on Robinhood Chain.

PONS currently accounts for as much as 88% of the Robinhood Chain Launchpad market.
Bonk Guy believes that as more value flows into Robinhood Chain, PONS will “capture a disproportionate share of that value.”

Third, it has fallen enough to leave huge upside potential.

PONS has pulled back about 77% from its recent market cap peak of $960 million. A pullback of this magnitude, combined with its dominant 88% market share and the catalyst of Robinhood’s earnings report, makes for a perfect setup for a “highly explosive move upward.”

Brother Sun makes himself PEPE’s largest individual holder!

In the past 10 days, Sun Yuchen bought approximately $51 million worth of $PEPE , bringing his holdings to nearly 3% and making him the largest individual holder.

We absolutely cannot buy PEPE—we can’t let Brother Sun fleece us!

Founder of the world’s fourth-largest Bitcoin treasury company: AI/SI intelligence will bring extreme abundance, and Bitcoin $BTC will be the most valuable scarce asset

Strive CEO Matt Cole just shared a hard-hitting macroeconomic thesis. It boils down to four points:

First, superintelligence (SI) will create wealth on an exponential scale.

As AI evolves into superintelligence, productivity will explode, ushering humanity into an unprecedented era of “extreme abundance.”

Second, scarce assets will become infinitely valuable in a world of abundance.

When all goods and services become extremely cheap, capital will pour into assets that “AI cannot print.”

Third, Bitcoin will be the world’s most valuable scarce asset.

With an absolute cap of 21 million coins, Bitcoin’s scarcity premium will be magnified to the extreme in the face of the vast wealth created by superintelligence.

Fourth, what’s the optimal strategy?

“Learn to use superintelligence, while buying Bitcoin. Ignore the FUD spread by those who keep getting it wrong.”

Five years after joining Binance, at 35, he rang the Nasdaq bell with CZ

This is Alex, the current CEO of BNC, standing next to CZ@CZ at today’s BNC bell-ringing ceremony.

2021: Joined Binance Labs as an investment manager.
2025: Promoted to investment partner at YZi.
2026: Became CEO of BNB Standard (BNC), a BNB treasury company.
It took him just five years to go from investment manager to CEO ringing the Nasdaq bell.

If he hadn’t chosen Binance five years ago, he might still be working his way up at a traditional VC firm. Standing beside CZ to ring the bell isn’t down to personal ability alone—Binance and the $BNB ecosystem lifted an ordinary person to the heights of Nasdaq.

Many people face career crises at 35. But at the right table, five years is enough to change someone’s social standing.

If you didn't know better, you'd think this was a rug pull.

Brazil's stock market is worth $1.1 trillion, and it plunged 18% today.

Nearly $200 billion in market value has been wiped out as it's heading for its worst day in 36 years.

My advice to all Brazilians: stop buying your own stocks. Put it all into Bitcoin instead. $BTC

Hi @Binance BiBi , how did he grow his hair out?

CZ rang the bell at Nasdaq

Next time you go, remember to bring your little brother along @CZ

CZ went to Nasdaq to ring the bell!

Just now, $BNB reserve treasury BNB Standard $BNC rang the opening bell in Times Square, New York.

The livestream video shows CEO Alex Odagiu ringing the bell. Attendees included CZ@CZ , YZi Labs, members of the BNB Chain team, and others.

This week, MicroStrategy didn’t buy a single bitcoin.

An announcement from MicroStrategy founder Saylor: it repurchased $205 million of its own preferred stock $STRC . It currently holds 848,517 bitcoin $BTC , along with $5.1 billion in dollar assets.

Last week, it didn’t buy a single bitcoin either. The money went toward buying back STRC. What does this mean?

MicroStrategy’s old cycle was: issue stock and debt → buy bitcoin → bitcoin price rises → stock price rises → raise more capital.

Now it has paused its bitcoin purchases and started using cash to buy back the preferred stock it issued.

It’s not that it can’t afford to buy bitcoin. It has $5.1 billion in assets, but has chosen to shore up its capital structure first. It increased the size of its preferred stock repurchase program from $2 billion to $3 billion.

Do you know which publicly traded company holds the most Bitcoin?

Here’s the current ranking:

1　Strategy　　848,517
2　Metaplanet　 44,000
3　Twenty One　 43,514
4　Strive　　　 43,000
5　MARA　　　　 35,577

In first place is MicroStrategy (Strategy), with 848,517 coins. That’s 6.5 times more than the combined total of the companies in 2nd, 3rd, and 4th place (130,514 coins).

There’s only a 1,000-coin gap between 2nd and 4th place$BTC , and Strive bought 6,182 coins today. So if it buys that many again, it’ll jump straight from 4th to 2nd.

No one is likely to dislodge MicroStrategy from first place anytime soon. But the rankings from 2nd to 4th could change in just a week.

Musk posted a statement today about the shake-up in the AI compute industry.

He said: Over the past few weeks, debt markets have all but shut off financing for a category of companies—those with no revenue apart from AI data centers. SpaceX $SPCX has just completed a $40 billion debt financing to buy GPUs. But it was able to secure the financing for two reasons: its investment-grade credit rating and revenue from Starlink and its launch business.

This means more than 200 new cloud companies could face a wave of mass failures and consolidation. Many companies will not survive.

Wang Chun said: If you sold too early at $BTC 60,000 or 70,000, and then didn’t have the courage to buy back above 80,000, then consider SpaceX.

He said $SPCX is the best investment besides Bitcoin; you will be investing in the development of humanity’s multi-planet future. At the same time, remember to sell when OpenAI and Anthropic go public, because these two may cause the entire AI industry to collapse.

Who is Wang Chun?

He is the co-founder of F2Pool (founded in 2013 with Shen Yu), an early Bitcoin miner and an important promoter of mining infrastructure. In April 2025, he invested 200 million USD and took a Dragon spacecraft to complete humanity’s first crewed polar-orbit flight. In May 2026, SpaceX officially announced that he would be the first person to truly fly by Mars and then return to Earth.