Eva树姐

$US dropped 40% on me
Should I cut my losses?

Attention: USD1 on Binance Wealth Management— you can transfer it to the contract account to enjoy 1.2x APR. APR will be increased to 5.82%

The condition is that the minimum contract OI (open interest) for USD1 must be kept above 300 USD1 every day; otherwise, it will be calculated at the base APR of 4.85%.

This time, Binance has allocated a total of 170 million WLFI tokens. Rewards are distributed every Friday, and the promotion runs until September 4. However, the APR will be recalculated each week; 5.82% is only the annualized rate for the first week.
@binancezh @binance

$US is still down 20% this afternoon.
Now it’s starting to stretch.

Will my Ant account start making money?

This time, the market maker for $TUT
can’t even withdraw the estimated profits
most likely, risk control will come

I only found out later
that the “Never-earn Teacher” on Twitter
works together with an MM to coordinate stock tips

Trading bStocks on Binance occurs 58% after the U.S. stock market closes, and it also reflects many people’s needs—namely, the ability to trade even when U.S. markets are not open.

bStocks has only been live for 2 months. Progress has been extremely fast: when it launched in June, it started with just 5 underlying assets; now it has expanded to 46+. AUM has also grown from $5.6 million on day one to over $500 million. Since launch, cumulative weekend trading volume has already surpassed $6.3 billion.

The product has also evolved. It initially moved U.S. stocks on-chain, and then gradually added more ways to play for users in the crypto community. Now you can not only trade 24/7, deposit to the chain, and handle dividends, and enjoy zero-fee Convert. Some bStocks can also be used as margin. After being deposited on-chain, you can trade on platforms like PancakeSwap and Aster, and participate in DeFi scenarios such as staking, lending/borrowing, and LP.

In addition, Binance Stocks now covers 7,000+ stocks and ETFs. Combined with bStocks and stock contracts, it basically brings the trading experiences that crypto users are familiar with to traditional assets.

There’s also data that reflects this:
More and more web3 users are being introduced to U.S. stocks through Binance. Of bStocks users, 41.5% first encountered TradFi through Binance.

Two months ago, bStocks was more focused on bringing U.S. stocks on-chain. Two months later, it has started to treat U.S. stocks as on-chain assets. After buying, users don’t just hold—they can continue to earn yield on-chain. We look forward to even more ways to tokenize U.S. stocks.

$PROM This kind of thing, I absolutely can't get any
When I wake up, it's already been smashed down

Yesterday, I discussed this coin with Nine Gods
We agree on the viewpoint—it feels like the odds aren't enough
The second-tier concept's full circulation of chips might not be that good
Doesn't seem like the $Cysic chips are highly concentrated

$GRVT pulled the market
Why am I not happy at all
This fucking project team made me write a bunch of tweets for free
In the end they didn’t even give me a KOL round
And the airdrop still somehow reversed-robs me
What an idiot

Last night I chatted with a friend $TST
At that time the price was around 0.016
But I still felt it wasn’t really good value for money
Although the market cap isn’t high
But it has indeed been rising a lot recently

I was planning to wait for a pullback to around 0.015 and buy in batches
But last night, in the early hours, it surged by 50%

TST has a Binance spot coin and also Binance futures
Its current market cap isn’t high
But I really feel like I can’t FOMO
Every time I FOMO in, it never ends well

Today, $TUT
This thing has made everyone pay attention again to Binance Futures’ meme coins.
MM has come up with a new play again.

Previously, everyone focused on projects behind Binance Alpha+ futures.
Instead of spending a few million USD to buy a project’s “shell,”
why not find some older memes—
track down the old dog-pool operators,
slowly collect the chips,
then run another round.

It’s definitely more cost-effective than spending a few million USD to buy a shell.

After all, these memes and projects that get listed on Binance futures have really poor performance across trading volume and other metrics.
They could be delisted by Binance at any time.

While there’s still time to get one more run,
act quickly—
I guess there will be even more “妖币” (weird/rogue coins) coming up recently.

Not adding leverage this time is still okay
But those who did add leverage are really uncomfortable

The futures contract is a big gamble
Spot trading is a small gamble

As long as you're on the field
you have a chance

$BTW sold half for 0.1
The other half wanted to watch the show
And it kept dropping
BTW, it’s also a rare “bear market spotlight”.

The U.S. stock market trade last night wasn’t just a simple matter of up or down—it was about whether “AI can keep bearing the index.” The S&P 500 edged lower and the Nasdaq was roughly flat, but internally it was highly divided: MSFT, AMD, and AVGO stayed strong, and the SMH was still in the process of repairing. Meanwhile, TSLA, AAPL, and smaller-cap stocks leaned weaker. On top of that, with the Middle East situation repeatedly shifting, pressure on Hormuz shipping, and volatility in oil prices/gold, the market is effectively doing two things at once: buying AI certainty while leaving a buffer for macro risks.

Today I’ll focus on three lines: in the AI chain, whether NVDA/AMD/MSFT can keep spreading momentum; whether consumer/auto earnings—such as TSLA and GM—show demand pressure; and whether oil prices and the 10-year U.S. Treasury yield will again squeeze growth-stock valuations. For beginners: when the index moves sideways, it doesn’t mean there’s no main theme. It’s more useful to first see where capital is “buying certainty and selling uncertainty,” rather than only looking at whether the overall market is red or green.

Today I’m mainly watching these trending tokens: ETH / HYPE / BANK / BONK.

Why they’re worth watching:
ETH is still the backbone of this rotation; trading is the most stable, and if it keeps strengthening, it can continue to “supply life” to the altcoins;
HYPE is a strong, high-attention pick—its rise isn’t overly exaggerated, but the order flow and follow-through look better;
BANK has the most concentrated discussion and trading today—it feels more like a short-term sentiment play;
BONK is the most flexible one among memes. Its OKX 24h gain is noticeable, suggesting that the market still has willingness to bet on higher volatility.

One take:
This isn’t a market for broad, reckless chasing; it feels more like funds are rotating among a small number of tickets with shared conviction and solid trading.

Overall:
I’ll focus first on the ETH direction, then see whether HYPE / BANK / BONK can keep expanding volume—if there’s no volume, I won’t chase.

The most worth watching today isn’t some small coin, but rather this: “institutional funds are returning to the main track.” BTC has reclaimed the area around $65,000, with ETF funds flowing back; meanwhile, Citadel Securities invests $400 million into Crypto.com, indicating that traditional liquidity powerhouses aren’t just watching from the sidelines—they’re buying into the crypto trading entry points.

My take: there will likely be volatility in the short term, but the market structure is changing—institutions first buy BTC with greater certainty, then they buy the cash flows of exchanges and infrastructure. Going forward, instead of chasing noise, you should focus on whether BTC can hold key levels and whether funds continue to shift from “watching” to “allocating.”

Tonight’s trending tokens—I only look at these: PUMP / PI / ACE / PENGU.

Why they’re worth watching:
PUMP feels most like the main storyline in this run. Its 24h gain and trading volume have shown up, and the narrative is pretty straightforward: the market is pricing another launchpad for Solana memes.

PI is more of a sentiment play. Trading volume isn’t low and the upside is decent too, but I’d lean toward short-term observation rather than treating it as a value narrative.

ACE is surging the most, but this looks more like sudden liquidity showing up—good for watching momentum and hype, not for blindly chasing.

PENGU / BONK, these older memes, actually act like a sentiment thermometer: if they can keep up, it suggests the money isn’t only hitting one or two “weird” coins.

One-liner: This isn’t a broad bull day—hot money is concentrating again into memes / high-recognition names.

Overall: You can watch it, but don’t get carried away. The biggest risk in this kind of market is misreading short-term sentiment as a long-term trend.

The moves in last night’s and today’s US stock trading weren’t simply “tech stocks continuing to rise,” but rather a re-pricing across the AI chain: the chip stocks’ rebound didn’t hold, Netflix fell after its earnings report, and ahead of Tesla’s earnings report, differences of opinion increased. What the market really cares about is whether the earnings of overvalued growth stocks can live up to the expectations that have already been priced in.

Next, I’ll watch three things: whether NVDA/semiconductors can stop the decline, how TSLA’s earnings will frame expectations for growth stocks, and the AI second-order variable of data-center power/energy infrastructure. For a beginner’s framework: first, see what kind of growth investors are willing to pay a premium for, and then check whether the earnings reports can validate that premium.

Today’s hot tokens—I’ll focus on these: BANK / PUMP / KAITO / PI / PEPE.

Why they’re worth watching:
BANK is the most exaggerated sentiment play today. Binance 24h trading volumes have surged to the front of the pack, and the price increase is also eye-catching. For this kind of stock, it’s not about valuation in the short term—it’s about whether the money is still willing to keep the momentum going.
PUMP has continued support from both trading volume and price gains. OKX spot and futures are both very active, suggesting the market is still making some elasticity around the pump.fun theme.
KAITO and PI are both a combination of “high discussion” + “high volatility.” The former leans more toward information/AI narrative, while the latter is more driven by retail sentiment. They’re suitable for assessing strength/weakness—not for blindly chasing.
Even for PEPE, which is an old-school meme, there’s also volume today. This indicates risk appetite hasn’t completely died out—it’s just that the money is being more selective about which coins to choose.

A single takeaway:
This isn’t a full-blown bull run for every low-cap. It’s funds rotating sentiment by taking turns within a small number of highly recognizable, high-volume coins.

Overall:
I’ll use BANK/PUMP as a short-term sentiment barometer, and look at KAITO/PI/PEPE for follow-through/attraction. Where there’s volume, there’s a story—if there’s no volume, don’t get too carried away with upward moves first.

Over the past 24 hours, I’ve been paying more attention to ETH than a bunch of minor coins rotating back and forth. Crypto ETF flows have recorded net inflows for the second consecutive week, and ETH accounts for the majority—suggesting that institutional capital is moving from the phase of “only buying BTC beta” into “betting on the on-chain financial infrastructure.”

Of course, short-term prices will keep churning and fluctuating, but if ETH can continue to outperform, the main market narrative may not be a full return of the altcoin season. Instead, capital may first reprice the most certain and liquid core assets: BTC sets the direction, while ETH provides the upside elasticity.

Tonight’s hot tokens—I only look at these few:

BANK: The hottest in terms of attention. The price increase is too exaggerated—good for gauging whether the momentum can spill over, but not for blindly chasing.

KAITO: OKX’s trading volume and price increase are both in the top tier. It’s an AI/newsflow direction with narrative and follow-through.

PI: Search interest is still there, and the price has rebounded too, but it feels more like a sentiment-driven coin—the rhythm matters more than logic.

HYPE / PENGU: One is driven by an on-chain exchange narrative; the other is driven by NFT/meme sentiment. Both are names where “someone is willing to take the next buyer.”

One verdict: This isn’t the full-blown alt-season where everything blooms at once. It’s funds repeatedly looking for upside in highly recognizable coins.

Overall: What you can do is follow volume to judge strength; don’t just chase the story based on price increase.