I broke down where my points came from over the past ten days. Roughly: check-ins 30%, posts 30%, trading tasks 35%, and other 5%.
The takeaway is interesting: the two lowest-cost activities (check-ins + posting) account for 60% of the points, and they only take three minutes a day.
Trading tasks may look like they’re worth a lot of points, but after fees and slippage, they cost a few U to over ten U over the course of a month—and all you get in return are points with no monetary value. It may not necessarily be a loss, but it’s definitely not “free.”
This shows that what the campaign really rewards is showing up consistently, not going all-in on one trade. Over the next two weeks, I plan to improve the quality of my posts and cut back on trading tasks to only the trades I would have made anyway.
Daily spot/futures trading tasks (around 50 U in volume) can earn about 200 points, which sounds like a pretty good deal. But there are two costs to factor in: fees and slippage.
A 50 U round trip, with a 0.1% fee, costs 0.1 U in fees, plus slippage, bringing the actual cost to around 0.15–0.3 U. Over a month, that adds up to a few to over ten U.
Whether it’s worth it comes down to one thing: were you going to trade anyway?
If you were already planning to rebalance, doing the task along the way is free points. Trading just for the task means paying for points—and they’re points with no monetary value.
Here’s what I do: I only route orders I was already going to place through this, and never place extra orders just for the task.
The activity is cleverly designed: complete tasks to earn points → stake points → get points for correct guesses → climb the leaderboard. Follow that chain to the end, and it’s easy to end up “staking more to earn more points.”
But the prize pool is fixed. Betting more won’t make it bigger—it’ll only increase volatility. And the weekly leaderboard only counts PnL > 0, so if volatility rises, you’re the one most likely to get knocked out first.
Remember: points have no monetary value, but your time and attention do. Don’t bring a real-money gambler’s mindset to a simulated market.
Once you understand that, a lot of decisions become much simpler—for example, “Should I place another bet to climb the leaderboard?” The answer is usually no.
When I look at prediction markets, the first thing I check isn’t what other people think—it’s the price itself.
If an event is priced at 0.65, that means the market collectively thinks there’s a 65% chance it will happen. That number is more honest than any influencer’s take, because it’s backed by people putting their money where their mouth is.
So before placing a bet, I ask myself just one question: Why do I think I’m more accurate than the market? If I can’t answer that, I stay out.
Most losses come from “I think it’ll go up,” not “I’ve calculated that it’s undervalued.” That’s the difference between entertainment and trading.
Points play a lot like capital on Shensuanzi: you spend them when you bet and earn more when you’re right.
But they have one advantage over real money—losing them doesn’t affect your day-to-day life. So I use them as a training ground for position-sizing discipline.
Three simple rules I’m keeping here for myself: never risk more than 20% of my total points on a single bet; stop for the day after two losses in a row; don’t bet just to “test the waters” when I have no information advantage.
The math makes it clear why: lose 20% each time, and after five losses in a row you still have 33% left. Lose 50% each time, and after five losses you’re down to just 3%. One bad night can knock you out.
In prediction markets, the people who last aren’t the ones who guess right—they’re the ones who lose slowly.
That “PnL > 0” requirement on the weekly leaderboard looks harsh, but it’s really there to separate the disciplined from the rest.
It divides “taking a lucky gamble” from “making small, steady gains”: even if the former racks up enough points to climb near the top, a loss that week means you still won’t make the settlement list—in other words, a week’s work for nothing.
So the right approach isn’t to bet all your points on one shot and hope to double them, but to keep each position size under control and let your win rate work over time.
I’ve set three rules for myself: never put more than 20% of my total points into a single trade; stay away from markets where I don’t have an information edge; and call it a day after two losing trades in a row.
My biggest takeaway after a month: don’t chase the biggest possible return on a single trade—focus on staying in the game.
The first weekly leaderboard will be finalized tonight. The first week is only 5 days long (10/21–10/25), making it the least competitive of the four rounds in terms of sample size—and theoretically the best value for effort.
I didn’t push hard for the leaderboard. I did just three things: checked in, posted, and made sure my net P&L for the week was positive.
The reasoning is straightforward: 100,000 points are being split among 8,000 people, which works out to a little over 10 U per person on average. But the top players take the lion’s share, so the expected return from pushing hard is far lower than the time it takes.
The leaderboard will be finalized tonight at 23:59 (UTC), and the results will be out at 8 a.m. tomorrow. Regardless of my ranking, this round is the best sample to observe—it’ll show you how fierce the competition really is.
A lot of people are still chasing the season leaderboard, but I think that’s the wrong approach.
The season leaderboard awards 500,000 points to the top 20,000 players, based on their total points accumulated over the entire season. By nature, this system favors those who joined early. Join even a day later and you’re permanently behind—with no way to catch up later.
The weekly leaderboard is different: 100,000 points each week for the top 8,000 players, settled based on your PnL for that week. It resets every Monday at 8 a.m. Four rounds mean four independent chances.
So if you’re only joining now, the right strategy is to put all your resources into the weekly leaderboard and act as if the season leaderboard doesn’t exist.
One more detail: the weekly leaderboard requires PnL > 0. No matter how many points you have, if you’re in the red, you won’t make the payout list. This game rewards not aggression, but staying in the game and making a small profit.
The only source of points in the event that costs nothing, carries no risk, and is 100% guaranteed is checking in consecutively.
Don’t treat it like a box to tick. Miss one day and you don’t just lose that day’s points—you reset your entire consecutive check-in bonus to zero. And the hard requirement for the guaranteed prize is “check in at least 5 times during the season.” Miss those 5 check-ins, and no matter how much you do afterward, you won’t get the participation prize.
What I do is tie checking in to something I have to do every day: check the market in the morning, and checking in is the very first thing I do.
Sticking with it may sound dull, but event rewards have never been about being clever.
On day one of Shen Suanzi, let’s clear up the easiest thing to get confused about: Scores are not money.
They can’t be withdrawn or transferred, and they’re reset to zero at the end of the season. Their only purpose is to determine your rank. The prize pools are distributed based on leaderboard rankings—you don’t redeem points for prizes.
There are three prize pools: the Season Leaderboard: 500,000 (top 20,000); the Weekly Leaderboard: 400,000 (100,000 each week, top 8,000); and the Sunshine Pool: 100,000 (for those who don’t make the leaderboard but check in at least 5 times, up to 5 U per person).
Once you understand how it works, the strategy is clear: to secure a guaranteed minimum, don’t miss a check-in; to earn more, focus on the Weekly Leaderboard—it resets every week, so there’s always another chance. The Season Leaderboard is all about accumulating points, so joining one day late puts you permanently behind.
Crypto Daily|August 5: An Ethereum no-new-mint proposal shakes DeFi
Bitcoin stabilizes around 64,000, with a daily gain of about 1 percentage point; ETH is mostly flat near 1,870. Today’s biggest topic in the圈 (industry circle) is a new Ethereum proposal: EIP-8361, jointly proposed by six core researchers (including Justin Drake). The central logic is that, as the amount of staking increases, validators will gradually have their incremental issuance rewards burned. When the staked amount reaches half of the total supply, new coin issuance would drop to zero. At present, 41 million ETH are already staked, and another 2.5 million are queued to enter. At this pace, without intervention, it could break 70 million within two years. If the proposal passes, Ethereum’s scarcity narrative would be fully amplified—but Aave has already jumped in to oppose it, saying that zeroing staking rewards would collapse the lending flywheel. ether.fi’s founder also said it would push out retail validators, turning staking into a game for large institutions. A rushed submission after just a two-day period for soliciting feedback—so the controversy is definitely substantial.
There are also on-chain moves. On August 3, a large transfer of 16,400 BTC worth over $1 billion was made, but it didn’t go to an exchange—more like an internal transfer between custody wallets rather than a sell signal. Another old dormant address, inactive for seven years, also moved 2,931 BTC, with a cost basis of only $6,500; now at 64K it’s nearly ten times higher. In the altcoin space, ZEC rose 11 percentage points in a week due to the Ironwood upgrade. The new mechanism is mathematically verifiable for circulating supply and resolves the most criticized issue of “invisible inflation” in privacy coins—so the narrative really hit some large players’ pain points. LINK hasn’t moved much in price, but BitGo has just migrated $7.4 billion worth of WBTC to CCIP, and with cooperation involving Swift and UBS progressing, the institutional infrastructure track has been quietly laid out all along.
At this stage, Bitcoin can be quite grindy, and the altcoin rotation rhythm is fast. Rather than constantly switching positions, it’s better to hold onto the few lines you understand. Cultivation, as they say, is about who can stay seated.
Crypto Daily|August 5: Consolidation and Power-Building Amid Volatility
BTC continues to battle around the $64,000 level. In the past 24 hours, the low was $63,382 and the high was $64,549, with a modest gain of less than 1%. ETH holds steady around the $1,862 mark. SOL trades around $73, and XRP around $1.07—both largely rangebound. Across the entire market, liquidations exceed $200 million, with short positions accounting for nearly 70%. The Fear Index stays at 27, still within the fear zone—since late July, this index has been grinding in the 25–29 range for almost two weeks, with the market heavily in a wait-and-see mode.
What’s interesting is that the U.S. stock market is moving completely in the opposite direction: the Dow surged by 900 points, while the S&P and Nasdaq hit fresh all-time highs. There are breakthrough developments in negotiations between the U.S. and Iran regarding the Strait of Hormuz. Oil prices pulled back, lifting risk appetite—yet the crypto market didn’t really follow; funds clearly still appear to be waiting for direction. On-chain, an ancient “giant whale” that has been asleep for seven years has moved 2,931 BTC, worth nearly $190 million. However, at present it looks more like wallet consolidation than sell orders being sent to exchanges. Yesterday’s Bitcoin ETF saw net inflows of $210 million, with IBIT alone accounting for $170 million—institutional accumulation hasn’t lost momentum.
In the short term, resistance to watch is near $64,600, around the upper Bollinger Band. Support near $62,500 marks the recent two-week floor. The longer a tightening range continues on shrinking volume, the stronger the eventual breakout tends to be. Practicing like this—staying put until you can catch your own wave.
DeFi infrastructure on-chain has been upgraded a lot over the years, but one link has always been missing—before trades are truly settled, is there a step that can perform pre-checks? Newton Protocol’s Mainnet Beta is filling this gap.
It doesn’t just tell you what happened after the fact; instead, it executes policy decisions before the transaction is committed on-chain. If the criteria pass, it proceeds; if not, it returns a signature proof. In this way, enforcement happens before settlement. An article compares it to an “on-chain economic Visa authorization network,” and that analogy is quite fitting—the decisions made before funds move are more valuable than audits after the fact.
So far, Newton is starting with DeFi treasuries. On-chain treasury size keeps growing, but risk-control rules are scattered across off-chain and fragmented workflows. Newton’s approach is to unify treasury compliance, identity verification, security checks, and risk assessment into a strategy layer that can be executed on-chain. The four execution domains are well covered: compliance via Chainalysis, identity verification and security checks via Hexagate’s real-time interception, risk assessment by integrating oracle data from Credora and RedStone, with underlying security supported by Eigen Labs and Succinct.
The core development team, Magic Labs, has deep experience in the wallet space—50.7M+ wallets, 200K+ developers, backed by PayPal Ventures. Polymarket’s wallet infrastructure is also theirs. Starting from treasuries, it can be extended to authorized scenarios for RWA, stablecoins, and AI agents, as well as a strategy marketplace called the Internet of Policies—there’s plenty of narrative space.
$NEWT is this protocol’s native token. The Vault SDK and the list of launch partners are said to be announced on the 23rd, so you can follow @NewtonProtocol’s updates.
Crypto Daily|July 14: U.S. government transfers coins + whales accumulate
Today, Bitcoin is swinging between 62,000 and 64,000, while major coins are generally down. BTC is around 62,400 intraday, and ETH is around 1,780. The market is mainly pressured by two things: first, tonight’s U.S. CPI data release; second, the U.S. government has transferred the previously seized $288 million worth of BTC and ETH to Coinbase Prime. Although the official statement says it’s just custody, the market is still spooked.
But on-chain, things look quite different. Two giant ETH whales have, in the past 12 hours, snapped up more than 20,000 ETH in one go, worth over $35 million. Well-known Ethereum bull James Fickell also transferred $36.1 million worth of ETH to Coinbase Prime. Robinhood Chain has only been live for two weeks, and its DEX trading volume has already surpassed Ethereum. On-chain meme coin CASHCAT even surged to a market cap of $180 million in just two days. In South Korea, Upbit and Bithumb both listed Derive (DRV), pushing it up by as much as 30%.
Short-term focus: If tonight’s CPI comes in below expectations, it’s positive for risk assets; conversely, if inflation data beats expectations, the probability of the Fed raising rates again in July could climb further. Also, on July 17, the U.S. Senate will hold a hearing on the “CLEAR Act,” and its impact on the crypto regulatory framework may be bigger than the near-term market move. Don’t forget to register for the GRVT airdrop—deadline is July 27.
Crypto Daily | July 13: Asian-session “liquidity wipe” and the awakening of a giant on-chain whale
Today, Bitcoin in the Asia session was hit by a leveraged liquidation, sliding from around 64,300 to about 62,800; over 24 hours, it’s down roughly 1.5%. ETH also followed, reaching around 1,780. The market doesn’t look catastrophic—more like the long side’s leverage was too high and got flushed out. What’s interesting is that the Bitcoin ETF actually recorded its first weekly net inflow in nine weeks, totaling about $197 million; institutional players didn’t really flee.
The most explosive on-chain news today: an ancient mega-whale that had been asleep for seven years has awakened—moving 2,931 BTC. Back then, its cost basis was only $6,513; now the value is about $188 million. However, it didn’t send anything to an exchange—more like it’s switching to a different wallet. Another big whale has been continuously converting its ETH into BTC, having already swapped 17,385 ETH in total, at an exchange rate around 0.0285—this looks like a bet that the ETH/BTC exchange rate will keep weakening. Robinhood Chain is also very active: the mainnet went live less than two weeks ago, memes are flying, and both the official SpaceX and Starlink accounts were hacked to push the SCATMAN “meme dog.” Peak market cap hit $32 million; on-chain attention is there, but so are plenty of traps.
This week, watch two key dates: tomorrow the 14th’s US CPI data, and the Federal Reserve’s policy meeting on the 28th–29th at month-end. Bitcoin has been ranging this month between 59,000 and 66,000, so the direction is likely to wait for these two catalysts. Cultivation takes patience—don’t rush; holding your position through consolidation is what counts.
#BTC #ETH #Crypto Daily For informational purposes only and does not constitute investment advice.
Newton Mainnet Beta has been live for a while now. I took a closer look at what they’re doing—it’s more deeply foundational than I initially imagined. It’s not about stacking applications on top of DeFi; instead, they insert an authorization verification layer directly before transaction settlement.
The core logic isn’t complicated: before each on-chain transaction is actually settled, it first goes through a strategy engine that checks compliance, identity, security, and risk. If it passes, it returns an on-chain pass proof signature; if it fails, the transaction is simply intercepted and stopped. This is called the Vault SDK, which packages Chainalysis’s compliance screening, Hexagate’s security detection, and Credora and RedStone’s risk assessments all into one.
What’s interesting is the development team behind it—Magic Labs. They’ve worked with 57 million-plus wallets, have been backed by PayPal Ventures, and Polymarket’s wallet infrastructure was built by them as well. This isn’t the kind of project where you need to re-verify the team’s background from scratch.
So far, they’re entering from the DeFi vault angle, but the roadmap already includes expansion into RWA, stablecoins, and AI agent scenarios. If the vault approach can truly work, the logic for extending into larger-scale assets afterward is straightforward.
The key questions to focus on at this stage are also very direct: whether the vault’s TVL can keep growing, the strategy engine’s pass rate and latency performance in real transactions, when the token capture mechanism for $NEWT will be disclosed, and whether the team can deliver the RWA and stablecoin modules on schedule.
2026 Football Challenge continues today. We already reached 500 SXT Earn Trial Fund earlier; the rewards are really great. Still worth it to tap every day.
Crypto Daily | 7/12 Weekend trading: the overall market is range-bound, with the situation in the Middle East becoming the focus in the short term
The weekend session has been rather dull. BTC around $64,040 is seeing tight lateral fluctuation, with a 24h change of -0.26%; ETH at $1,807.83 is slightly back into green +0.31%; BNB at $580.92 is basically flat; SOL at $77.31 pulls back a bit more at -1.09%. Overall trading volume is low—this is a typical weekend “volume contraction” pattern.
On the macro side, there was a major development over the weekend: Trump ordered a new round of airstrikes on Iran, citing the IRGC’s attack on a merchant vessel in the Strait of Hormuz. The Pentagon confirmed that the M/V GFS Galaxy suffered severe damage, and one crew member is missing. The Iranian Revolutionary Guard then announced an “indefinite closure” of the Strait of Hormuz. This is the third time this week that the U.S. has carried out military strikes against Iran, and the situation is clearly escalating. Oil prices jumped on the news—CL +2.51%, BZ +2.70%. If the Strait of Hormuz blockade persists, higher energy prices could stoke bigger inflation expectations, which is not very friendly for risk assets like Bitcoin in the short term.
Next week, watch the CPI data and remarks from Federal Reserve officials. Combined with the evolving situation in the Middle East, volatility may rebound and expand again. There hasn’t been much on-chain action over the weekend—continue to observe.
For information purposes only and does not constitute investment advice. #BTC #BinanceSquare #Crypto Daily
Since the Newton Protocol Mainnet Beta went live, it has been tracking its progress and sharing some recent observations. The project’s positioning is quite interesting—it’s not building traditional L2 scaling or a cross-chain bridge. Instead, it adds a compliance and risk-control validation layer before DeFi trades are executed on-chain. Before each transaction is actually settled, the Newton network runs through a set of predefined strategy rules—for example, whether an address is on a sanctions list, whether the protocol’s security parameters are healthy, and whether the user’s identity verification has passed—then returns a signed proof to be written on-chain. @NewtonProtocol calls this mechanism an onchain authorization layer, analogous to Visa’s authorization network in traditional finance—decision is made before funds move. $NEWT is the protocol’s native token.
Currently there are four deployed execution domains: Compliance (integrating Chainalysis for on-chain sanctions screening), Identity (an identity verification layer), Security (integrating Hexagate for real-time threat blocking), and Risk (integrating Credora and RedStone for counterparty risk and oracle health checks). At the same time, it launched a Vault SDK that packages these strategies into a standardized execution layer that can be directly integrated into DeFi treasuries. Last week, I saw them mention on X that several leading protocols are already testing integration of the Vault SDK. Although there’s no official list published yet, this direction is a must-have for institutional capital to enter.
In terms of team background, the core development team, Magic Labs, previously worked on embedded wallets. PayPal Ventures invested in them, and Polymarket’s wallet infrastructure was also provided by them, with a wallet user base of 57M+. From the roadmap, Newton will first enter through DeFi treasuries, then expand into RWA, stablecoins, and the AI agent space, ultimately aiming for an on-chain strategy marketplace. In terms of competitors, there are a few compliance-focused DeFi projects doing similar things in similar niches. However, Newton’s differentiator is that it turns strategy validation into an independent network layer, rather than embedding it within a single protocol.
Bank of New York Mellon has recently moved into tokenizing on-chain assets, and the need for a compliance validation layer will only keep growing. The direction does have plenty of room for imagination, but it’s still very early right now.
The Newton Mainnet Beta has been live for a while now. Looking back at what the Newton Protocol team has been doing, the approach is clearer than expected.
This isn’t about piling on a brand-new chain or building a cross-chain bridge. Instead, they’ve added an on-chain execution pre-validation layer. Before each DeFi transaction is truly settled on-chain, Newton first runs through a set of predefined strategy checks: whether the address is on a sanctions list, whether the protocol security parameters are abnormal, whether the user identity verification passes, and whether counterparty risk is within limits—then it signs an on-chain pass/fail proof.
A quick analogy: the Visa authorization network makes a decision before moving funds. Newton brings that same kind of action onto the blockchain. @NewtonProtocol calls this mechanism an “onchain authorization layer.” So far, it does appear to fill a gap in the on-chain world. $NEWT is the protocol-native token.
Four execution domains have already been announced: Compliance integrates with Chainalysis for sanctions screening; Identity handles identity verification and eligibility management; Security integrates Hexagate for real-time threat blocking; Risk combines Credora and RedStone to detect counterparty risk and oracle health. The partner lineup behind it is solid too—Chainalysis, Hexagate, Eigen Labs, Succinct, Rhinestone, and Octane all participate in the infrastructure build.
The core development team, Magic Labs, started out with embedded wallets. They’ve received investment from PayPal Ventures, and the wallet infrastructure for Polymarket is also provided by them, backed by an existing scale of 57M+ wallets. The Vault SDK that Newton introduced packages these strategies into standardized on-chain execution modules, so DeFi treasuries can connect directly. The roadmap begins with treasuries, then gradually expands to RWA, stablecoins, and AI agents, with the end goal being a “market for the Internet of Policies.”
As institutional capital flows in, compliance pressure is increasing. On-chain execution is more transparent and verifiable than off-chain workflows—so the direction does have demand. However, the mainnet is still early, and the Vault partner announcement also says the details won’t be revealed until the 23rd.