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朱老师区块链
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朱老师区块链

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价值投机社区,项目投研专家,返佣码:BC3001。2项国家级区块链重点研发项目核心成员,10年讲3000个项目。公众号:共识偏差,油管:朱老师区块链3000问,b站知乎,喜马拉雅同名节目,推特:朱老师区块链
2025 Blockchain 100 — Independent Researcher
2025 Blockchain 100 — Independent Researcher
原创之星
原创之星
Frequent Trader
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Please vote for me! Voting resets every day at 8. Arigato. The market is still consolidating overall, weighed down by the month-end FOMC meeting, the midterm elections, and expectations of a December rate hike. But the longer it consolidates sideways, the higher it may rise. $BNB
Please vote for me! Voting resets every day at 8. Arigato.
The market is still consolidating overall, weighed down by the month-end FOMC meeting, the midterm elections, and expectations of a December rate hike.
But the longer it consolidates sideways, the higher it may rise.
$BNB
PINNED
Partly True
Article
The strongest project research report collection in the universe - Portal (All)Here is all the research report on blockchain projects you want to know, fundamental analysis! Not finished yet, there are still a lot of projects that have not moved into the square! Like and bookmark, we have already done research reports on over 800 projects, good projects are easy to identify from bad ones. Although many projects are added to the crypto space every day, quality projects are few and far between. I hope we are all value investors, finding projects that can withstand market fluctuations. You can follow me! Public Chain: [国产公链之光-CFX超强潜力分析](https://www.binance.com/zh-CN/square/post/956987) [波卡上的以太坊-GLMR目前进入到了价值洼地了吗?](https://www.binance.com/zh-CN/square/post/960591)

The strongest project research report collection in the universe - Portal (All)

Here is all the research report on blockchain projects you want to know, fundamental analysis! Not finished yet, there are still a lot of projects that have not moved into the square! Like and bookmark, we have already done research reports on over 800 projects, good projects are easy to identify from bad ones. Although many projects are added to the crypto space every day, quality projects are few and far between. I hope we are all value investors, finding projects that can withstand market fluctuations. You can follow me!
Public Chain:
国产公链之光-CFX超强潜力分析
波卡上的以太坊-GLMR目前进入到了价值洼地了吗?
Holy shit, Iran is badass—it's going straight up against them and has sent U.S. stocks crashing. $QQQB
Holy shit, Iran is badass—it's going straight up against them and has sent U.S. stocks crashing.
$QQQB
Bitcoin is holding up so well. U.S. stocks opened this far down, and Bitcoin still isn’t following them lower? If U.S. stocks start rising later, will Bitcoin even stand a chance? $BTC
Bitcoin is holding up so well. U.S. stocks opened this far down, and Bitcoin still isn’t following them lower? If U.S. stocks start rising later, will Bitcoin even stand a chance?
$BTC
🎙️ Is something big coming?
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A recipe for bankruptcy: alcohol, women, and leverage! $NFLX
A recipe for bankruptcy: alcohol, women, and leverage! $NFLX
Lean muscles, big water, Sunology… Stop using other people’s theories to make yourself anxious about your own life $BTC
Lean muscles, big water, Sunology… Stop using other people’s theories to make yourself anxious about your own life $BTC
Article
Thin-Muscle Theory, Drinking Tons of Water, Sunology… Stop Using Other People’s Theories to Make Yourself Anxious About LifeStop letting these theories make you anxious! Thin-muscle theory, drinking tons of water, Sunology… Every theory has its limits. Lately, a whole bunch of theories have suddenly popped up online, like “thin-muscle theory,” “drink-lots-of-water theory,” and “blond-guy theory,” as well as Sun Ge’s “Sunology.” The people behind these theories all make grandiose claims, as if they’ve unlocked some ultimate secret to life. According to them, if you don’t build thin muscles, drink water like crazy, or live by their logic, you’re behind the times and out of step with the values of the new era. Honestly, I really dislike this kind of thing.

Thin-Muscle Theory, Drinking Tons of Water, Sunology… Stop Using Other People’s Theories to Make Yourself Anxious About Life

Stop letting these theories make you anxious! Thin-muscle theory, drinking tons of water, Sunology… Every theory has its limits.
Lately, a whole bunch of theories have suddenly popped up online, like “thin-muscle theory,” “drink-lots-of-water theory,” and “blond-guy theory,” as well as Sun Ge’s “Sunology.”
The people behind these theories all make grandiose claims, as if they’ve unlocked some ultimate secret to life. According to them, if you don’t build thin muscles, drink water like crazy, or live by their logic, you’re behind the times and out of step with the values of the new era.
Honestly, I really dislike this kind of thing.
France has gone crazy—everyone’s out protesting, cosplaying Naruto and Dragon Ball characters. Meanwhile, the Russia-Ukraine conflict seems to be escalating again, and the US and Iran are still at each other. Why does it feel like we’re heading for a world war? 😂 $XAUT
France has gone crazy—everyone’s out protesting, cosplaying Naruto and Dragon Ball characters. Meanwhile, the Russia-Ukraine conflict seems to be escalating again, and the US and Iran are still at each other. Why does it feel like we’re heading for a world war? 😂
$XAUT
🎙️ Monday Market Analysis: Was Bitcoin’s Breakout Fake?
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Is Bitcoin’s market cap dominance “locked” at 60%? The rules of altcoin season may have changed completely!$BTC
Is Bitcoin’s market cap dominance “locked” at 60%? The rules of altcoin season may have changed completely!$BTC
Please everyone, cast your precious vote for me. Thank you all. Please everyone, cast your precious vote for me. Thank you all. Everyone, please give me your valuable vote. Thank you. Everyone, please give me your valuable vote. Thank you all. $BTC
Please everyone, cast your precious vote for me. Thank you all.

Please everyone, cast your precious vote for me. Thank you all.

Everyone, please give me your valuable vote. Thank you.

Everyone, please give me your valuable vote. Thank you all.
$BTC
Article
Is Bitcoin’s Market Share “Locked” at 60%? The Rules of Altseason May Have Changed for Good!Recently, I noticed something strange about Bitcoin’s market cap dominance. As this chart shows, from September 2025 until now, Bitcoin’s share of the market cap has remained steady at around 57%–60%, while Ethereum’s has stayed at around 10%. Image Keep in mind that Bitcoin has experienced huge swings over the past year. It peaked at 120k in October 2025, then hit a low of 58k in June—nearly cutting its value in half. Yet Bitcoin’s market cap dominance barely changed.   Historically, when a general market rally begins—that is, when a bull market kicks off—Bitcoin tends to rise first, sucking the liquidity out of all the altcoins. We can see this in the period from 2022 to 2024: Bitcoin’s market share climbed from 40% to around 60%. The same pattern played out in early 2019, when Bitcoin’s market share rose from a low of around 37% in late 2018 to a peak of 75%.

Is Bitcoin’s Market Share “Locked” at 60%? The Rules of Altseason May Have Changed for Good!

Recently, I noticed something strange about Bitcoin’s market cap dominance. As this chart shows, from September 2025 until now, Bitcoin’s share of the market cap has remained steady at around 57%–60%, while Ethereum’s has stayed at around 10%.
Image
Keep in mind that Bitcoin has experienced huge swings over the past year. It peaked at 120k in October 2025, then hit a low of 58k in June—nearly cutting its value in half. Yet Bitcoin’s market cap dominance barely changed.

Historically, when a general market rally begins—that is, when a bull market kicks off—Bitcoin tends to rise first, sucking the liquidity out of all the altcoins. We can see this in the period from 2022 to 2024: Bitcoin’s market share climbed from 40% to around 60%. The same pattern played out in early 2019, when Bitcoin’s market share rose from a low of around 37% in late 2018 to a peak of 75%.
Verified
Tuesday's earnings highlights: GM and Netflix. I've taken a look at Netflix so far: its P/E ratio is 22, and its earnings have been growing consistently. The daily candlestick chart is showing signs of a bottom, so it's worth keeping a close eye on! $NFLX
Tuesday's earnings highlights: GM and Netflix. I've taken a look at Netflix so far: its P/E ratio is 22, and its earnings have been growing consistently. The daily candlestick chart is showing signs of a bottom, so it's worth keeping a close eye on!
$NFLX
Verified
Time will prove that Buffett is always right. The Nasdaq has been crashing these past few days, tech and memory stocks have plunged, while Coca-Cola has surged against the trend! At the moment, tech and consumer stocks seem to be moving in opposite directions. If the AI bubble gets really big later on, you guys should keep a close eye on consumer stocks, since they're currently trading at low levels! $KO {future}(KOUSDT)
Time will prove that Buffett is always right. The Nasdaq has been crashing these past few days, tech and memory stocks have plunged, while Coca-Cola has surged against the trend!
At the moment, tech and consumer stocks seem to be moving in opposite directions. If the AI bubble gets really big later on, you guys should keep a close eye on consumer stocks, since they're currently trading at low levels!
$KO
🎙️ Friday: the last day of volatility?
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#nil $NIL @nillionnetwork Nillion: Is Privacy-Preserving Computing the Key to the Next Generation of DeFi? I’ve always believed that not everything on the blockchain needs to be completely public and transparent. This is especially true for DeFi: when trading strategies and execution conditions are fully exposed, it can sometimes give MEV and front-running an opportunity. That’s also why I’m optimistic about Nillion’s core product, Covenants. What appeals to me most is that it keeps instructions encrypted until preset conditions are met, and only then executes them. Put simply, it enables automated execution while potentially protecting the strategies and sensitive information behind it. I’m most bullish on three areas: 1. Private transactions. Reduce the risks of sensitive instructions being exposed ahead of time, so trading strategies are not so easily figured out by others. 2. Automated execution. Trades, bids, and payments can all be triggered by preset conditions, reducing reliance on any single intermediary. 3. AI Agents. As more AI Agents emerge, strategy privacy and automated execution will become important needs. Covenants could become foundational infrastructure for related applications. With Dusk launching on Ethereum mainnet and Nillion continuing to advance its seven-phase roadmap, what I’m most looking forward to is multichain support, cross-chain settlement, more flexible trigger conditions, and lower execution costs. Of course, promising technology doesn’t guarantee success. Ultimately, it will depend on developer adoption and demand for real-world applications. My view is that the next generation of DeFi shouldn’t compete solely on who has the higher TVL or greater trading volume. It should also be about who can protect users’ privacy and strategies while ensuring execution remains verifiable. If Covenants can be successfully brought to market, what makes Nillion worth watching isn’t just privacy-preserving computing—it’s whether it can become a key piece of infrastructure for DeFi and AI Agents.
#nil $NIL @Nillion

Nillion: Is Privacy-Preserving Computing the Key to the Next Generation of DeFi?

I’ve always believed that not everything on the blockchain needs to be completely public and transparent. This is especially true for DeFi: when trading strategies and execution conditions are fully exposed, it can sometimes give MEV and front-running an opportunity.

That’s also why I’m optimistic about Nillion’s core product, Covenants.

What appeals to me most is that it keeps instructions encrypted until preset conditions are met, and only then executes them. Put simply, it enables automated execution while potentially protecting the strategies and sensitive information behind it.

I’m most bullish on three areas:

1. Private transactions. Reduce the risks of sensitive instructions being exposed ahead of time, so trading strategies are not so easily figured out by others.

2. Automated execution. Trades, bids, and payments can all be triggered by preset conditions, reducing reliance on any single intermediary.

3. AI Agents. As more AI Agents emerge, strategy privacy and automated execution will become important needs. Covenants could become foundational infrastructure for related applications.

With Dusk launching on Ethereum mainnet and Nillion continuing to advance its seven-phase roadmap, what I’m most looking forward to is multichain support, cross-chain settlement, more flexible trigger conditions, and lower execution costs.

Of course, promising technology doesn’t guarantee success. Ultimately, it will depend on developer adoption and demand for real-world applications.

My view is that the next generation of DeFi shouldn’t compete solely on who has the higher TVL or greater trading volume. It should also be about who can protect users’ privacy and strategies while ensuring execution remains verifiable.

If Covenants can be successfully brought to market, what makes Nillion worth watching isn’t just privacy-preserving computing—it’s whether it can become a key piece of infrastructure for DeFi and AI Agents.
Musk built a car that can fly? It can stick firmly to the ceiling. Is Musk really building a car that could be used on Mars? You can say that Musk’s plans to go to Mars are bullshit. But when everything he does is aimed at that goal, and he keeps showing results, that’s not bullshit—it’s someone constantly striving to achieve his goal. $TSLAB
Musk built a car that can fly? It can stick firmly to the ceiling. Is Musk really building a car that could be used on Mars?
You can say that Musk’s plans to go to Mars are bullshit. But when everything he does is aimed at that goal, and he keeps showing results, that’s not bullshit—it’s someone constantly striving to achieve his goal.
$TSLAB
🎙️ After the big swings in CPI, what will the market do tonight?
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