Paxton_
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Paxton_
Square Verified+Binance Creator | KOL X & CMC
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Crypto cards are becoming a big trend.
More people want to spend crypto as easily as they use a normal bank card.
Now Binance has finally introduced its Virtual Card for users in selected Asian regions.
Have you claimed yours yet?
#Binancecard #BinanceSquare
More people want to spend crypto as easily as they use a normal bank card.
Now Binance has finally introduced its Virtual Card for users in selected Asian regions.
Have you claimed yours yet?
#Binancecard #BinanceSquare
PINNED
Verified
Experts say this $BTC bounce could be a bull trap like 2022.
Futures demand is up, but spot demand is still weak.
No real capitulation yet, so bottom not confirmed.
#FedRatesUnchanged #BTC
Futures demand is up, but spot demand is still weak.
No real capitulation yet, so bottom not confirmed.
#FedRatesUnchanged #BTC
Verified
Why NVIDIA Is Dominating the Market Today
NVIDIA is getting huge attention today because its latest earnings did more than beat expectations. They pushed back against one of the biggest fears in the market: that AI spending may be starting to slow.
NVIDIA reported $96.2 billion in revenue, up 106% year over year. Data center revenue reached $89 billion, up 117%, while adjusted EPS came in at $2.22. Gross margin stayed at 75%.
But the bigger story was the outlook.
NVIDIA expects fiscal 2028 revenue to grow about 70%. Analysts were expecting closer to 44%. That is a major gap.
The message is simple. Demand for AI computing is still very strong.
$NVIDIA said demand is running ahead of what it can currently supply. Memory costs and limited capacity are some of the main constraints.
The company also guided for $108 billion in Q3 revenue, while assuming zero data center compute revenue from China.
That matters because investors have spent months asking whether we are near “peak AI.”
This report gives them a different answer.
AI infrastructure spending is still growing fast, and NVIDIA remains one of the clearest companies showing just how strong that demand is.
The risks have not gone away. Memory costs could pressure margins. China restrictions remain. Competition is increasing. Investors still need to see whether massive AI infrastructure spending will eventually generate enough returns.
But for now, the numbers are clear.
AI demand is still running hot.
$NVDAB
#Nvidia #Aİ
NVIDIA is getting huge attention today because its latest earnings did more than beat expectations. They pushed back against one of the biggest fears in the market: that AI spending may be starting to slow.
NVIDIA reported $96.2 billion in revenue, up 106% year over year. Data center revenue reached $89 billion, up 117%, while adjusted EPS came in at $2.22. Gross margin stayed at 75%.
But the bigger story was the outlook.
NVIDIA expects fiscal 2028 revenue to grow about 70%. Analysts were expecting closer to 44%. That is a major gap.
The message is simple. Demand for AI computing is still very strong.
$NVIDIA said demand is running ahead of what it can currently supply. Memory costs and limited capacity are some of the main constraints.
The company also guided for $108 billion in Q3 revenue, while assuming zero data center compute revenue from China.
That matters because investors have spent months asking whether we are near “peak AI.”
This report gives them a different answer.
AI infrastructure spending is still growing fast, and NVIDIA remains one of the clearest companies showing just how strong that demand is.
The risks have not gone away. Memory costs could pressure margins. China restrictions remain. Competition is increasing. Investors still need to see whether massive AI infrastructure spending will eventually generate enough returns.
But for now, the numbers are clear.
AI demand is still running hot.
$NVDAB
#Nvidia #Aİ
Verified
Solana DApps just hit a 29-week revenue high.
@Solana Official DApps generated around $35M in revenue last week, their strongest weekly result in 29 weeks.
The number shows that activity across Solana apps remains strong.
Trading, DeFi, and memecoin apps are driving a large part of this activity.
The bigger point is that users are spending money across apps built on Solana.
For $SOL network activity is worth watching alongside price.
If DApp usage and revenue stay strong, it gives us another useful signal about the network’s growth.
Solana’s app activity is getting stronger.
#Solana #sol
@Solana Official DApps generated around $35M in revenue last week, their strongest weekly result in 29 weeks.
The number shows that activity across Solana apps remains strong.
Trading, DeFi, and memecoin apps are driving a large part of this activity.
The bigger point is that users are spending money across apps built on Solana.
For $SOL network activity is worth watching alongside price.
If DApp usage and revenue stay strong, it gives us another useful signal about the network’s growth.
Solana’s app activity is getting stronger.
#Solana #sol
Verified
Hyperliquid’s $HYPE token burn highlights an interesting part of its token model.
Trading activity generates fees, and part of that value is used for $HYPE buybacks. The purchased tokens are then burned, reducing the amount in circulation.
So the model creates a direct link between platform activity and token supply.
More trading activity can mean more fees.
More fees can mean more buybacks.
More buybacks can mean fewer tokens in circulation.
The important part is whether this activity stays strong over time. That will tell us much more than a single large burn figure.
#Hyperliquid #hype #DeFi
Trading activity generates fees, and part of that value is used for $HYPE buybacks. The purchased tokens are then burned, reducing the amount in circulation.
So the model creates a direct link between platform activity and token supply.
More trading activity can mean more fees.
More fees can mean more buybacks.
More buybacks can mean fewer tokens in circulation.
The important part is whether this activity stays strong over time. That will tell us much more than a single large burn figure.
#Hyperliquid #hype #DeFi
Bitcoin ETF flows are sending a clear signal.
U.S. spot Bitcoin ETFs posted net inflows for five consecutive sessions, adding roughly $1.92B in total.
The five daily inflows were:
$298M → $189M → $517M → $606M → $307M
The strongest day brought in more than half a billion dollars.
Across the full five-day stretch, there was not a single net outflow session.
Bitcoin ETF assets also climbed to around $96.1B.
The real data point to watch is not one big day. It is whether this five-day inflow trend continues.
$BTC
#BTC #BinanceSquare
U.S. spot Bitcoin ETFs posted net inflows for five consecutive sessions, adding roughly $1.92B in total.
The five daily inflows were:
$298M → $189M → $517M → $606M → $307M
The strongest day brought in more than half a billion dollars.
Across the full five-day stretch, there was not a single net outflow session.
Bitcoin ETF assets also climbed to around $96.1B.
The real data point to watch is not one big day. It is whether this five-day inflow trend continues.
$BTC
#BTC #BinanceSquare
$606M Entered U.S. Spot Bitcoin ETFs. BlackRock Alone Captured $503M.
U.S. spot Bitcoin ETFs saw strong inflows on Thursday.
BlackRock’s IBIT captured about 83% of the total flow.
This means most of the new ETF activity went into one fund.
How Bitcoin ETF Flows Work
When investors add money to a spot Bitcoin ETF, the fund needs to manage that new demand through its ETF structure.
That is why daily ETF flows are useful market data.
They help show how much new capital is entering the ETF market and which funds are receiving the largest share.
What Happened This Week
Thursday was the fourth straight session with net inflows across U.S. spot Bitcoin ETFs.
The daily inflows also became stronger as the week progressed.
IBIT received more than half of the total ETF inflows across those four sessions.
Other major Bitcoin ETFs also received inflows, but their individual shares were much smaller.
Why BlackRock’s Share Is Interesting
There are several spot Bitcoin ETFs in the U.S. market.
IBIT continues to receive a large portion of new ETF flows.
This makes its daily inflow data useful when studying how ETF demand is distributed across different products.
Looking at both the total ETF flow and the individual fund flows gives a clearer picture than looking at either number alone.
What Investors Can Learn From ETF Flow Data
ETF flows are one piece of market data.
They can show where recent capital is moving within the ETF market.
A single day gives limited information.
Several consecutive sessions can provide more useful context.
That is why tracking the total ETF flow and the share received by each fund can help explain how current market activity is distributed.
$BTC
#BTC #blackRock #ETFvsBTC
U.S. spot Bitcoin ETFs saw strong inflows on Thursday.
BlackRock’s IBIT captured about 83% of the total flow.
This means most of the new ETF activity went into one fund.
How Bitcoin ETF Flows Work
When investors add money to a spot Bitcoin ETF, the fund needs to manage that new demand through its ETF structure.
That is why daily ETF flows are useful market data.
They help show how much new capital is entering the ETF market and which funds are receiving the largest share.
What Happened This Week
Thursday was the fourth straight session with net inflows across U.S. spot Bitcoin ETFs.
The daily inflows also became stronger as the week progressed.
IBIT received more than half of the total ETF inflows across those four sessions.
Other major Bitcoin ETFs also received inflows, but their individual shares were much smaller.
Why BlackRock’s Share Is Interesting
There are several spot Bitcoin ETFs in the U.S. market.
IBIT continues to receive a large portion of new ETF flows.
This makes its daily inflow data useful when studying how ETF demand is distributed across different products.
Looking at both the total ETF flow and the individual fund flows gives a clearer picture than looking at either number alone.
What Investors Can Learn From ETF Flow Data
ETF flows are one piece of market data.
They can show where recent capital is moving within the ETF market.
A single day gives limited information.
Several consecutive sessions can provide more useful context.
That is why tracking the total ETF flow and the share received by each fund can help explain how current market activity is distributed.
$BTC
#BTC #blackRock #ETFvsBTC
What you know well can matter here.
Maybe it’s crypto, sports, politics or macro.
@Polymarket lets you take those views into live markets and see how people are pricing different outcomes.
In crypto, that can mean following narratives around $SOL $BNB $PENGU or $DOOD while the market reacts to new information.
The scale is already big. Around 250K to 500K monthly traders, 17M+ monthly visits, and roughly $18B in projected 2025 volume.
You don’t need to follow everything.
Follow what you understand. Watch the market. See how the odds move when new information comes in.
That’s what makes prediction markets interesting.
#polymarket #BTC #FOMCWatch
Maybe it’s crypto, sports, politics or macro.
@Polymarket lets you take those views into live markets and see how people are pricing different outcomes.
In crypto, that can mean following narratives around $SOL $BNB $PENGU or $DOOD while the market reacts to new information.
The scale is already big. Around 250K to 500K monthly traders, 17M+ monthly visits, and roughly $18B in projected 2025 volume.
You don’t need to follow everything.
Follow what you understand. Watch the market. See how the odds move when new information comes in.
That’s what makes prediction markets interesting.
#polymarket #BTC #FOMCWatch
Verified
Public blockchains have a simple privacy problem.
Show everything and sensitive data is exposed.
Hide everything and proving compliance gets harder.
@Midnight Network takes a different approach.
Its idea is selective disclosure. Prove something is true without revealing the data behind it.
That is very different from the mandatory privacy model of Monero or the optional shielding approach of $ZEC
The interesting part is the real-world use.
Monument Bank, a Bank of England regulated institution, is tokenizing up to £250M of customer deposits on Midnight.
Google Cloud, MoneyGram, eToro, Worldpay and others are also running validators.
Midnight is a standalone privacy Layer 1. Its native token is $NIGHT, distinct from $ADA
The goal is simple:
Privacy without giving up proof.
#Midnight #Privacy #FOMCWatch
Show everything and sensitive data is exposed.
Hide everything and proving compliance gets harder.
@Midnight Network takes a different approach.
Its idea is selective disclosure. Prove something is true without revealing the data behind it.
That is very different from the mandatory privacy model of Monero or the optional shielding approach of $ZEC
The interesting part is the real-world use.
Monument Bank, a Bank of England regulated institution, is tokenizing up to £250M of customer deposits on Midnight.
Google Cloud, MoneyGram, eToro, Worldpay and others are also running validators.
Midnight is a standalone privacy Layer 1. Its native token is $NIGHT, distinct from $ADA
The goal is simple:
Privacy without giving up proof.
#Midnight #Privacy #FOMCWatch
Verified
Getting stopped out by a wick is one of the most annoying parts of trading perps.
Your setup can still be right, but the stop is already gone.
That’s where AEVO’s PERPS+ takes a different approach.
On $BTC and $ETH perps:
Limit My Loss caps your loss for a set duration.
Get Paid to Hold gives premium upfront in exchange for a profit cap.
Lock My Range sets your best and worst case for roughly zero net cost.
Three ways to structure the trade before you enter.
No options knowledge needed.
Just defined rules instead of relying only on a stop.
$AEVO @Aevo
#Btc #aevo #CryptoRally
Your setup can still be right, but the stop is already gone.
That’s where AEVO’s PERPS+ takes a different approach.
On $BTC and $ETH perps:
Limit My Loss caps your loss for a set duration.
Get Paid to Hold gives premium upfront in exchange for a profit cap.
Lock My Range sets your best and worst case for roughly zero net cost.
Three ways to structure the trade before you enter.
No options knowledge needed.
Just defined rules instead of relying only on a stop.
$AEVO @Aevo
#Btc #aevo #CryptoRally
Prediction markets are becoming an interesting way to measure public expectations.
@Polymarket has grown to around 250K to 500K monthly active traders, with 17M+ monthly visits and roughly $18B in projected 2025 trading volume.
People can trade on outcomes across politics, sports, crypto, AI, economics and major global events.
The useful part is the probability.
A market price reflects what traders collectively expect, and that number can move quickly when new information arrives.
Instead of just reading thousands of opinions, you can watch how the market prices the outcome.
#Polymarket #FOMCWatch
@Polymarket has grown to around 250K to 500K monthly active traders, with 17M+ monthly visits and roughly $18B in projected 2025 trading volume.
People can trade on outcomes across politics, sports, crypto, AI, economics and major global events.
The useful part is the probability.
A market price reflects what traders collectively expect, and that number can move quickly when new information arrives.
Instead of just reading thousands of opinions, you can watch how the market prices the outcome.
#Polymarket #FOMCWatch
Ethereum currently holds about $23.3B of the $44.7B tokenized RWA market.
That means roughly 52% of tokenized real-world assets are on Ethereum.
But what are these assets?
Mostly tokenized U.S. Treasuries, government funds, private credit, and gold. These are traditional assets represented as digital tokens that can move and settle on a blockchain.
Why does Ethereum have such a big share?
It has deep liquidity, mature smart contracts, strong security, and infrastructure that institutions already understand.
But Ethereum is not alone.
$BNB Chain has around $5.7B. zkSync Era has about $3.3B. Solana has roughly $2.6B. XRP Ledger is near $2.5B.
So the lesson is simple.
Tokenization is still early, but Ethereum has already become the main home for it.
The bigger question is whether it can keep that lead as more traditional assets move onchain.
#Binance #Ethereum
That means roughly 52% of tokenized real-world assets are on Ethereum.
But what are these assets?
Mostly tokenized U.S. Treasuries, government funds, private credit, and gold. These are traditional assets represented as digital tokens that can move and settle on a blockchain.
Why does Ethereum have such a big share?
It has deep liquidity, mature smart contracts, strong security, and infrastructure that institutions already understand.
But Ethereum is not alone.
$BNB Chain has around $5.7B. zkSync Era has about $3.3B. Solana has roughly $2.6B. XRP Ledger is near $2.5B.
So the lesson is simple.
Tokenization is still early, but Ethereum has already become the main home for it.
The bigger question is whether it can keep that lead as more traditional assets move onchain.
#Binance #Ethereum
The CLARITY Act delay sounds bearish for crypto. But the data tells a different story.
The U.S. Senate pushing the bill to September adds more uncertainty around crypto regulation. But institutional demand has not stopped.
Bitcoin ETFs have continued to see strong flows. Major investors are still entering regulated crypto products, while tokenization and digital asset infrastructure continue to develop.
The bigger issue is what the delay affects.
Smaller tokens, DeFi, staking, and newer crypto products still need clearer rules. Large institutions also want clear laws before making much bigger long-term allocations.
So I see the delay as a slowdown, not a shutdown.
If the bill moves forward in September, it could remove another major barrier for traditional capital.
If it gets pushed into 2027, institutions can still participate through products that already have clearer regulatory structures.
My view: crypto adoption is moving forward. The CLARITY Act could speed it up, but its delay has not stopped the trend.
#Clarity
The U.S. Senate pushing the bill to September adds more uncertainty around crypto regulation. But institutional demand has not stopped.
Bitcoin ETFs have continued to see strong flows. Major investors are still entering regulated crypto products, while tokenization and digital asset infrastructure continue to develop.
The bigger issue is what the delay affects.
Smaller tokens, DeFi, staking, and newer crypto products still need clearer rules. Large institutions also want clear laws before making much bigger long-term allocations.
So I see the delay as a slowdown, not a shutdown.
If the bill moves forward in September, it could remove another major barrier for traditional capital.
If it gets pushed into 2027, institutions can still participate through products that already have clearer regulatory structures.
My view: crypto adoption is moving forward. The CLARITY Act could speed it up, but its delay has not stopped the trend.
#Clarity
Are Bitcoin ETF inflows finally putting pressure on sellers?
The data says demand is real, but calling it a seller exhaustion signal is still too early.
U.S. spot Bitcoin ETFs have seen roughly $51.8B in cumulative net inflows since launch. In early August, they pulled in around $850M in one week, showing that large buyers are still active.
But here is the important part.
Bitcoin did not immediately break higher. ETF flows later turned negative again, while BTC stayed around the low to mid $60K range. That tells us existing holders are still willing to sell into the demand.
So I would watch five things from here:
• ETF inflows staying strong for several weeks
• Exchange BTC balances continuing to fall
• Less selling from long-term holders
• BTC reacting more strongly to new inflows
• Less aggressive short positioning in derivatives
If these start moving together, the seller exhaustion argument becomes much stronger.
My view: ETF demand is clearly helping absorb supply, but one strong inflow week does not prove a supply squeeze.
The real signal comes when strong demand keeps arriving and sellers can no longer keep price contained.
That is when Bitcoin’s supply story gets interesting.
$BTC
#ETF
The data says demand is real, but calling it a seller exhaustion signal is still too early.
U.S. spot Bitcoin ETFs have seen roughly $51.8B in cumulative net inflows since launch. In early August, they pulled in around $850M in one week, showing that large buyers are still active.
But here is the important part.
Bitcoin did not immediately break higher. ETF flows later turned negative again, while BTC stayed around the low to mid $60K range. That tells us existing holders are still willing to sell into the demand.
So I would watch five things from here:
• ETF inflows staying strong for several weeks
• Exchange BTC balances continuing to fall
• Less selling from long-term holders
• BTC reacting more strongly to new inflows
• Less aggressive short positioning in derivatives
If these start moving together, the seller exhaustion argument becomes much stronger.
My view: ETF demand is clearly helping absorb supply, but one strong inflow week does not prove a supply squeeze.
The real signal comes when strong demand keeps arriving and sellers can no longer keep price contained.
That is when Bitcoin’s supply story gets interesting.
$BTC
#ETF
Something interesting is happening with stablecoins.
Ethereum still holds most of the stablecoin supply. But Base is seeing strong growth in stablecoin activity.
In June, Base processed around $565B in adjusted stablecoin volume, slightly above Ethereum at around $562B.
The interesting part is the size difference.
Ethereum has roughly $147B in stablecoins, while Base has around $5B.
So Base is moving a large amount of stablecoin value with a much smaller supply base.
This shows why volume and supply are two different things. A chain can hold less stablecoin capital while still seeing very high transaction activity.
Lower costs and faster transactions can make an L2 useful for frequent transfers, trading and liquidity movement.
Base had also processed around $26T in stablecoin volume by early August 2026, already above its full 2025 volume.
Ethereum remains a major settlement and liquidity layer.
At the same time, more stablecoin activity is happening across lower-cost networks.
The bigger trend is simple:
Stablecoins are not just sitting onchain. They are moving more frequently across different networks.
$ETH $SOL
#Base #Stablecoins #ETH
Ethereum still holds most of the stablecoin supply. But Base is seeing strong growth in stablecoin activity.
In June, Base processed around $565B in adjusted stablecoin volume, slightly above Ethereum at around $562B.
The interesting part is the size difference.
Ethereum has roughly $147B in stablecoins, while Base has around $5B.
So Base is moving a large amount of stablecoin value with a much smaller supply base.
This shows why volume and supply are two different things. A chain can hold less stablecoin capital while still seeing very high transaction activity.
Lower costs and faster transactions can make an L2 useful for frequent transfers, trading and liquidity movement.
Base had also processed around $26T in stablecoin volume by early August 2026, already above its full 2025 volume.
Ethereum remains a major settlement and liquidity layer.
At the same time, more stablecoin activity is happening across lower-cost networks.
The bigger trend is simple:
Stablecoins are not just sitting onchain. They are moving more frequently across different networks.
$ETH $SOL
#Base #Stablecoins #ETH
Bitcoin miners are still moving into AI and HPC, but the market is becoming much more selective.
In 2024 and early 2025, an AI deal could send a miner’s stock sharply higher. Now the reaction is much smaller. Across roughly 25 deals since June 2024, average same-day gains have fallen from about 24% to around 10%.
The reason is simple.
AI deals are no longer rare. Investors now want proof that these projects can actually be built and generate revenue.
Only around 25% of the AI and HPC capacity leased by miners is currently online. The rest is still being built or remains announced.
The cost is also much higher than traditional Bitcoin mining infrastructure. AI-ready facilities can require $8M to $15M per megawatt.
That is why the market is looking harder at funding, power availability, construction progress, and actual revenue.
The AI shift is still important for Bitcoin miners.
But the market has moved past the hype stage.
Now execution matters more than the announcement.
$BTC
#Btc #AI #WallStreetNews
In 2024 and early 2025, an AI deal could send a miner’s stock sharply higher. Now the reaction is much smaller. Across roughly 25 deals since June 2024, average same-day gains have fallen from about 24% to around 10%.
The reason is simple.
AI deals are no longer rare. Investors now want proof that these projects can actually be built and generate revenue.
Only around 25% of the AI and HPC capacity leased by miners is currently online. The rest is still being built or remains announced.
The cost is also much higher than traditional Bitcoin mining infrastructure. AI-ready facilities can require $8M to $15M per megawatt.
That is why the market is looking harder at funding, power availability, construction progress, and actual revenue.
The AI shift is still important for Bitcoin miners.
But the market has moved past the hype stage.
Now execution matters more than the announcement.
$BTC
#Btc #AI #WallStreetNews
Most crypto platforms are built around charts, prices, and quick transactions.
@YEET Official is taking a wider approach, focusing on the overall user experience and how people interact with the platform.
What I find interesting is the idea of building a place people actually want to spend time in, not just open for one task and close.
If you want to explore it yourself, you can use my referral code 1818.
#Yeet #Web3
@YEET Official is taking a wider approach, focusing on the overall user experience and how people interact with the platform.
What I find interesting is the idea of building a place people actually want to spend time in, not just open for one task and close.
If you want to explore it yourself, you can use my referral code 1818.
#Yeet #Web3
Most people see a headline and form an opinion.
@Polymarket puts a number around that opinion.
With 250K to 500K monthly active traders, 17M+ monthly visits, and around $18B in projected 2025 volume, the scale is hard to ignore.
What I find interesting is the range of topics people can follow, from politics and AI to crypto, sports, and macro.
You don’t need to know everything.
You just need to understand the topic you follow.
#Polymarket #PredictionMarkets
@Polymarket puts a number around that opinion.
With 250K to 500K monthly active traders, 17M+ monthly visits, and around $18B in projected 2025 volume, the scale is hard to ignore.
What I find interesting is the range of topics people can follow, from politics and AI to crypto, sports, and macro.
You don’t need to know everything.
You just need to understand the topic you follow.
#Polymarket #PredictionMarkets
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