虾币币的比特世界

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The bull that was once predicted seems to have come true (BNB surpasses a $100 billion market cap)

Yesterday, BNB first broke above $800, and BNB's total market capitalization surpassed $110 billion. The bull market predicted five years ago seems to have materialized today. On July 25, 2020, I first wrote about my long-term judgment on BNB in a public account, titled 'Long-term Judgment on BNB'; at that time, BNB's price was $18, with a total market capitalization of $2.7 billion. Subsequently, I wrote several articles supplementing the logic of a long-term view of a $100 billion market cap. In the 2021 bull market, BNB's total market capitalization exceeded $90 billion but did not reach $100 billion. This year, it has officially broken through. Looking back now, some of the logic has been validated, while some have been falsified, but overall, it can be considered a successful prediction. This article serves as a conclusion to the prediction made five years ago!

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Someone asked me what I think about HYPE? Let’s compare it to BNB and share my views.

I got a message on the public account asking: What’s the take on HYPE? The underlying question here is: Can HYPE become the next BNB? I thought about it seriously and here’s my take.
Let's cut to the chase: HYPE is solid, but it’s not the same beast as BNB. The narratives are different. HYPE is a good play in the crypto game, while BNB serves as the backbone of the crypto finance world. A good play is worth buying, but infrastructure is what you want to stack for the long haul.
What’s so great about HYPE?
The Hyperliquid product is genuinely out there, not just propped up by stories and community shills. The on-chain contract experience is rock solid—fast speed, strong liquidity, real users, plus it generates revenue, has fees, and buybacks. In a way, HYPE is starting to look less like a typical altcoin and more like a 'certificate of rights for an on-chain exchange.'

HYPE+0.71%

The biggest crisis for a crypto exchange is a trust crisis. When customers rush to withdraw, the situation becomes critical. If an exchange never misappropriates customer assets, then there’s nothing to fear. I remember that Binance also faced issues back then, but it suffered no losses at all. FTX extensively misappropriated customer assets and didn’t make it through. This time, can HTX weather it? Do you believe that Sun Ge hasn’t touched HTX users’ assets? Refer to Pwang.

What Sun Ge can do right now is to think of every possible way to stop the customers’ withdrawal rush. And look—Huobi has suffered a DDoS attack and temporarily froze withdrawals.

Privacy coins always have demand dash xmr zec

Marsian: I’m his investor! This guy never tells the truth. Today he has the day off for finance, tomorrow finance is going on a trip, the day after tomorrow finance is quitting… and in the end I just broke down. I said I don’t want the thirty million anymore—I just want one honest answer. He said no.

Many young people idolize #孙割 , and even there are things like Sun Xue that people put on Douyin. This is ignorance of history. If you’ve ever come into contact with this person or worked on his projects, you wouldn’t have such an idea. History helps people distinguish clearly. In the crypto world, history is short—only a little over ten years. Take the time to study it; it won’t take long.

ETH-1.24%

Without Sun Ge breaking his promise and not cutting the $30 million for Mars people that year, there likely wouldn’t be Sun Ge’s today. Recently, Sun Ge’s little essay has dug up the retired crypto-circle old OG Mars person who had gone into seclusion #trx #hcash

TRX-2.64%

BTC is currently hovering around $80,000. In the past month, it has risen nearly 30% cumulatively. U.S. spot ETFs have seen net inflows for eight consecutive trading days, totaling about $2.8 billion. In August, net inflows exceeded $3 billion, making it the strongest month for capital inflows since 2026.

This suggests that this round of gains is no longer just short liquidations—there is indeed a return of traditional capital.

In 2017, when I first entered the crypto-trading circle, the first time I watched the drama was #孙宇晨 and #火星人 . Over the years, what I’ve come to understand about Sun is that it can only be him who benefits. If anyone else takes advantage of him, this matter definitely isn’t over.

BNB hasn't grown enough yet; its target exchange rate with BTC is 0.01

As Bitcoin breaks through $80,000, AHR999 has risen from the dip-buy zone below 0.45 to a DCA (dollar-cost averaging) zone around 0.52.

This means Bitcoin is still not expensive, but the most comfortable undervalued entry point has already passed.

Over the past three months, the market has given investors a fairly long low-price window. The real difficulty has never been understanding the indicators—it’s whether you dare to execute when the price falls and sentiment turns pessimistic.

Buy in batches below 0.45, and when it returns to the DCA zone, slow down the pace of adding positions. The greatest value of indicators isn’t predicting market moves, but helping us stand up to emotions.

#AHR999 #BTC #Long-Term Investment

Try to move L2 assets over to L1, or to mainstream chains like BSC or Solana. I’ve personally experienced an L2 project that couldn’t last—assets couldn’t be withdrawn.

SOL-1.18%

Rebound or reversal? I lean toward reversal

The big shot’s perception of cycles is unbelievably impressive—dedicated to @CZ #Wang Chun

AI stage break, market switches back to #btc and gold

XAU-1.79%

Verified

$GOOGL will be one of AI’s ultimate winners; Buffett has heavily increased his position

GOOGL-0.80%

Partly True

BNB is clearly stronger than BTC. BNB once broke through $620, with a 24-hour gain of about 3%; BTC, meanwhile, is one of the few among major coins showing weakness on both the daily and weekly charts. Key catalysts include Binance continuing to expand its on-chain stocks business—today it added GameStop bStock (GMEB/USDT), running on BNB Chain.

Back then I thought BNB would be valuable, but I didn’t expect it to be worth this much.

The biggest risk for cryptocurrencies, especially memes, isn’t the drop—it’s the gradual loss of liquidity, for example getting delisted by Binance.

Partly True

$bnb outshines all others; it’s really a deflationary coin, and it has also burned 290,000 coins.