泵泵超人

🔶 Yesterday, I came to the first Caishen Temple in Kyoto to pray for $BNB! May it break $2000 soon 🙏

Bringing the little yellow card of BNB Chain @BNBCHAINZH, I went to the first Caishen Temple in Kyoto to worship, drew a big luck, and when I stepped out, I saw $BNB hit a new high again, how wonderful! 😆

During this time, everyone should have been making money on BSC, following Prince @EnHeng456's group car $aster and gaining multiple times, and then Aster also drove a wave of explosion in the BSC ecosystem.

Hmm, while focusing on building the BNB ecosystem, my own wealth has also reached a new height, which is a wonderful mutual achievement between the ecosystem and builders.

You can feel that now the voices of fud about the BNB ecosystem are getting less and less, while the voices of build are getting more and more. From national institutions to enterprise projects, more and more people are choosing to embrace the Binance ecosystem.

I will always hold onto $BNB at $300, I can't imagine how high this round will go!

When coming, the heaven and earth exert the same force! Brother @CZ leads everyone to rush towards the stars and the sea!

— HODL & BUILD

#BNB创新高

🧐 One of the greatest stocks ever listed on China A-Shares—how should we evaluate it? ChangXin Technology

Country Garden misses out on RMB 40 billion, and is rated by Nomura as one of the greatest stocks in A-Shares history. Compared with Micron $MU / Hynix $SKHY , where does ChangXin’s competitive advantage lie?

1️⃣ Market share is rising

The traditional landscape is Samsung at ~38%, Hynix at ~29%, Micron at ~22%, with ChangXin in fourth place.

In Q1 2026, the revenue share is about 8%. Global market share surged from 3% in Q1 2025 to 8% in Q1 2026. Among the four giants, it’s the only maker with a notably increasing share. DRAM sales revenue grew by more than 700% year over year.

2️⃣ The common DRAM market vacated by the giants—ChangXin has moved in

Samsung and Hynix shift capacity toward HBM. The wafer area consumed to produce one HBM3E chip can produce about three DDR5 chips on the same node.

The three are taking the high-end, while leaving the mid-to-low end open—right now, only ChangXin is receiving orders.

At the same time, Samsung stopped taking DDR4 orders in June 2025 and completed its last DDR4 shipments in December.

Hynix compresses DDR4 capacity to 20% and plans to fully stop production in April 2026. Micron also stops supplying DDR4 in the fourth quarter.

3️⃣ Expansion speed is #1 worldwide

ChangXin’s 2026 capacity expansion increment is about 85k WSPM, the highest globally. By 2028, the total capacity target is about 500k WSPM, roughly 17% of global DRAM production capacity.

For every six DRAM wafers produced worldwide, one may potentially come from ChangXin.

Utilization rates of its three 12-inch fabs rise from 87.06% to 95.73%, and its production-to-sales ratio has stayed at 90% or above for years.

4️⃣ Customers / prospective customers

Alibaba Cloud, ByteDance, Tencent, and Xiaomi all use it; Google is evaluating.

Rumor has it that Apple is considering adding it to the procurement shortlist. Since the giants are all transforming toward high-end HBM and leaving the mid-to-low consumption segment open, demand is huge.

In addition: ChangXin is the only player among the four giants that has been blocked by EUV lithography machines.

With insufficient high-margin HBM capacity, it lacks authority in the high-end market, and its process nodes are 2–3 generations behind.

Several institutions warn that supply may overshoot between 2027 and 2028. New capacity built by the three main DRAM makers plus ChangXin will be released in a concentrated way between 2027 and 2030.

So, ChangXin’s good days come from the fact that major manufacturers have ceded mid-to-low-end capacity, and ChangXin has taken it.

But by then, as other manufacturers free up capacity, it will likely flow back to the mid-to-low end. In other words, ChangXin’s “golden window” may be the next three years 🤔

👀 Who did Renxun Huang follow for the first time since joining X? 👀

He joined X in June 2026, and his first post went up on July 24, 2026. As of now, he follows about 50 accounts.

The people Huang follows mainly come from these areas: NVIDIA official accounts, AI technology stacks, platform/enterprise CEOs, and capital & influence media.

1️⃣ AI technology stack:

Closed-source models: OpenAI, Anthropic, DeepMind
Open-source models: Hugging Face (platform), Mistral

Plus multiple accounts related to AI, including search, tools, cloud services, and more.

2️⃣ Company CEOs / executives:

Spacex & Tesla CEO Musk, Meta CEO Zuckerberg, former Apple CEO Cook, and others.

3️⃣ Capital / influence:

Besides relatively well-known funds like Sequoia, Altimeter, and Y Combinator.

He also follows several blog/blogger accounts—likely accounts that previously interviewed Renxun Huang.

Renxun Huang’s following is highly concentrated on the AI industry chain, big-tech CEOs, cloud/enterprise software, and VC/storytelling accounts.

There are almost no engineers, journalists, academics, or political figures.

Let’s guess which Chinese account Renxun Huang followed first 😂

🤔 Employees who haven’t unlocked yet before August—$SPCX has broken below its offering price. Should we start buying the dip now?

Last month, we talked about the stock unlock timeline for SpaceX’s ordinary-locked shareholders: starting August 6, employees’ shares can begin to be released.

Once employees receive their shares, will they just sell, sell, sell—like when you get an airdrop, will you sell, sell, sell? 😂

Besides the unlock pressure, China has achieved its first rocket recovery, breaking SpaceX’s monopoly in the rocket recovery sector.

👉 SpaceX’s six major moats

1. Engine mass production + reusable operations system:
2. Launch frequency monopoly = crushing unit cost
3. Starlink: capacity dominance turned into SaaS cash flow
4. Spectrum and orbital resources
5. Starship + V3: the next-generation capacity lead
6. Real human spaceflight and government orders

SpaceX’s business flywheel: low-cost launches → build a constellation using its own capacity → subscription cash flow → reinvest into Starship and AI → the capacity gap widens further

Long March 10 (Y) received an entry ticket to the space economy, while SpaceX is already profitable.

China’s space industry started earlier, but the nationwide system doesn’t have survival pressure—so the motivation to push both “technological innovation” and “commercialization” is more difficult.

The biggest problem for China’s space industry is the lack of a business model. In the end, it’s likely to become “state-backed team” infrastructure plus overseas selling of sovereignty—a “Space Silk Road” model.

SpaceX’s commercial moats are high enough, and China’s space industry doesn’t pose a threat in the short term.

If $SPCX falls below $135, it’s already at my buy-the-dip price. It’s relatively safe—wait until early August when employees begin unlocking their shares, then see whether it’s worth entering.

🇯🇵 Actually, we’ve been in Tokyo for several days now. It just so happens that on July 13th, BNB Chain Tokyo is also taking place in Tokyo—if you’re interested, you can sign up~

During the Webx conference, BNB Chain will also host a Side Event.

There will be panel discussions, exhibition interactions, great food and drinks, and all kinds of fun activities. Looking forward to meeting everyone in Japan 😆

Our sponsors for this event are Unitas (yield-stablecoin) and Renaiss (leading TCG). @Renaiss Collectibles

👉 Sign up now for a meet-up and chat: luma.com/bs1rosf9

🔶 For catching Doge, you must use the Binance Wallet. I caught $CZ and $TCC through the “Smart Money” signals

The Smart Money signals in the Binance Wallet are getting more and more effective. After each push, the upside has been very impressive.

➤ $CZ was at 7 AM. I was woken up by the Binance Wallet’s Smart Money signal. After getting in, I ended up eating more than a 5x gain.

➤ $TCC was pushed while I was out shopping in the evening. Although I only bought with 0.5 BNB, I still caught the biggest wave of the rally.

👉 The meaning of the Smart Money signal is: even if you don’t have the “gift” (insight), it still gives you a chance to follow along.

Even if you’re not sitting in front of your computer, as long as you see the signal, you can still catch early Timing. This feature is great—kudos to the wallet team 👍

- Feels like the meme season is coming. Use the Binance Wallet now
https://web3.binance.com/referral?ref=1PUMP

(Join via the pump pump referral link—you can save 30% on fees)

⚽️ I received a big football from Predict fun @Predictdotfun

Also, there are customized jerseys and socks. These days it’s rainy during the plum-rain season—once the weather clears up, we can go out and play football

The encrypted market isn’t good, and the US stock market is the same. But if you bet well on the World Cup, you might not earn less

They say that yesterday, someone placed a bet on Predict on Cape Verde drawing level and made 75wu. I admire every one of the people who go all-in 😂

Actually, Pump Pump also bet on Cape Verde—only we bet 100u. We earned a few months’ worth of pork knuckle rice. There are still two weeks left for the World Cup—everyone has a chance!

🔶
Not U.S. Treasuries, not tokenized stocks, but an "old-money" business that has been operating for hundreds of years: Reinsurance - Re（$RE ）

Let’s talk about the newly launched RWA project on Binance Spot—how "reinsurance" gets put on-chain as RE

▍Tokenizing entry tickets to the $800 billion reinsurance market

Reinsurance is insurance for insurance companies. For the long term, it has been monopolized by giants like Swiss Re, Munich Re, and Berkshire Hathaway, leaving ordinary capital with no way in.

Re connects stablecoin capital to fully collateralized quota-share reinsurance plans via licensed, regulated insurance structures

Collateral and reserves data are verifiable on-chain via Chainlink, with custody handled by Fireblocks

▍Returns come from real premiums—not token inflation

On the user-side, the reUSD / reUSDe products target an annualized 8%–16%, sourced from real insurance premium income

The key is: the auto insurance loss ratio won’t change just because BTC crashes. This low correlation with the crypto market is exactly what institutions care about for capital allocation.

Currently, TVL is about $56 million, underwriting portfolio is $51 million—100% low-volatility lines of insurance

Of that, SME commercial insurance is 43%, commercial auto is 26%, and homeowners insurance is 18%, deliberately avoiding catastrophe exposures like hurricanes and earthquakes

▍Token economics

Total supply: 1 billion RE; fixed supply with no inflation

Initial circulating supply is only 15.96%. Team (20%) and investors (23%) have zero unlock at TGE, with a 12-month cliff followed by 36 months of linear release

The near-term sell-pressure structure is clean, with larger unlocks in mid-2027

RE is a pure governance token. It doesn’t directly share premium revenue (revenue belongs to reUSD holders). The valuation anchor comes from governance rights and the demand for staking roles

▍Summary

$RE is one of the RWA projects with the strongest fundamentals in the near term:

Real cash flows, MiCA-compliant whitepaper, and real underwriting discipline—operations running from 2022 to now.

It’s one of the few non–interest-rate-dependent assets within RWA, but how well token value capture holds still needs time to be validated.

➤ Binance account registration:
https://binance.com/join?ref=1PUMP

⚽️ 2026 World Cup 'Best Individual Performance' Multi-Dimensional Data Prediction Analysis

This World Cup, 42 @42space has brought up a lot of interesting lines, but just betting on match outcomes can be influenced by too many factors like venue and team configuration.

However, the outcome of the 'Best Individual Performance' event is relatively easier to gauge, so let's analyze it through multi-dimensional data.

1️⃣ Tier One · The True Front Runners

➤ Messi: Top scorer + Record breaker + Argentina's overall strength, narrative and output completely aligned, no mismatches.

➤ Mbappé: 4 goals, France likely to advance deep, defending the Golden Boot, solidly in second place.

2️⃣ Tier Two · The Most Competitive Challengers

➤ Haaland: 4 goals, tied for second, pure output already in the top three on the field, Haaland’s footballing prowess is undeniable.

The only worry is how far Norway can go; if the team exits early, he stops accumulating.

But with 4 goals, he’s only ranked 8th in odds at 10.6x, making him the most undervalued asset on the board.

➤ Lamine Yamal: Top-tier talent + Spain can advance far, but currently only has 1 goal and just recovered from injury.

The line puts him at 3rd, but given current goal output, the 5.8x price seems steep.

3️⃣ Tier Three · Requires Team and Narrative Coordination

➤ Kane: 2 goals, but England is on the decline, last match was a dud, the team needs to bounce back first.

➤ Ronaldo: 2 goals, but at 41 years old, Portugal's market value is more about fan loyalty than realistic expectations; surpassing the top three in the remaining matches is a long-tail event.

➤ Bellingham: Being a midfielder is already a disadvantage, England’s attack has stalled, needs some standout performance in the knockout stage to have a shot.

➤ Dembélé: 1 goal, overshadowed by Mbappé in the same team, his big-name status supports the price, but his role limits the ceiling.

4️⃣ Tier Four · Long Tail

➤ Neymar: Brazil is now Vinícius' team; he is not the focal point.

➤ Wirtz: No output yet, Germany's goals are dispersed among many players, no signs of him exploding as a single point.

Compared to Tier One with Messi and Mbappé, I actually favor 'Haaland' more; the odds are high, and his individual strength is undeniable. The only concern is being dragged down by Norway's overall capability.

The above bets are just personal opinions, for reference only; everyone needs to judge for themselves whether to take the plunge. 🙏

🤔 Haven't seen any fast-paced projects on Binance + Upbit for a while, $ARX
It's one of them; yesterday Solana even changed its avatar for it

The privacy sector has been pretty quiet for a whole year until Arcium combined "confidential computing + AI" in its narrative

Yesterday, after launching on Binance Alpha $ARX , it also debuted on Binance Futures, and today it hit Upbit at lightning speed

Even Solana's official X account changed its avatar for Arcium, which says a lot for a project that's only been live on the mainnet for 4 months

👉 Arcium allows computations to be completed in a "crypto black box"

Traditional computing has a major flaw: while data can be encrypted during storage and transmission, it must be decrypted once it enters the computation phase

This is actually the biggest security vulnerability; blockchain's transparency is a double-edged sword: while it's a strength, it also means that your order book, lending positions, and trading strategies are all exposed on-chain

Arcium addresses this issue: it keeps data encrypted "in use." The computing nodes do the calculations for you but can never see what you're calculating.

➤ This unlocks a whole bunch of scenarios that couldn't be done on-chain before:

Confidential DeFi (dark pool order books, privacy lending), confidential AI reasoning, cross-institution data collaboration, defense/government-level sensitive computing.

👉 C-SPL fills in the missing DeFi piece for Solana:

The confidentiality of Solana DeFi has always been a missing puzzle piece in the standard layer

Arcium's positioning in the Solana ecosystem revolves around something called C-SPL (Confidential SPL, the confidential version of the SPL token standard)

Any token, program, or app using the Solana SPL standard can add native confidentiality to transfers, lending, and trading without changing the development interface

➤ Here's a little flywheel:

Every C-SPL transaction has to go through Arcium's computation network, and the fees generated flow back to $ARX ; the more the Solana ecosystem's privacy needs are utilized, the stronger the value capture for ARX

In the short term, it's a game of emotions and capital, but in the long term, it all comes down to whether "confidential computing" can actually take off

If you're into "privacy + AI," Arcium is definitely worth keeping an eye on

CR7 is really getting old; his presence on the pitch is pretty low, and I didn't expect him to last a full match.

This World Cup seems to be the one with the most upsets; the prediction market is seriously shaking things up! 😆

Elon Musk's net worth just surpassed Bitcoin, with 22 million coins at $BTC combined, still not as high as Musk's valuation.

This surge is mainly thanks to SpaceX's IPO, which is the largest in human history, hitting close to a $30 trillion market cap today.

The previous record for the largest IPO was held by Alibaba, which has since dropped by as much as 70% from its opening high. So, what will happen with SpaceX this time? 🤣

SpaceX actually comprises three companies: xAI, X, and Cursor, which Musk just acquired for $60 billion in stock.

Besides $SPCX , Musk also has Tesla, Neuralink (the brain-computer interface), and The Boring Company (tunnel construction), with valuations ranging from a trillion to 50 billion.

SpaceX is the future investment that Wall Street can't ignore, as there’s simply no alternative, and Musk always plays it this way.

🎂 A few days ago, I celebrated my birthday and received a birthday gift from Binance—a custom figurine based on past pump pump photos.

Besides the figurine, there was a personalized electric toothbrush; my Oral-B that's been with me for years can finally retire. 😆

This one-of-a-kind custom gift is way more memorable than any standard gift box, just like at Binance, where every user is treated like an individual.

Thanks for the birthday gift; it's really thoughtful!