币圈荒木

The Top Female in the Crypto World｜What Makes He Yi the 'Sister'?

If there is a goddess in the crypto world, He Yi is definitely not a 'marketing persona' but an OG Queen 👑 forged through real effort.

She didn't rise to fame through labels but through hardcore execution and a strategic vision that transcends cycles, step by step establishing herself as an industry benchmark.

🎙️ From a host at CCTV Finance to co-founder of Binance, this is a cross-industry leap that many can't even imagine.

In 2014, she gave up a stable job and jumped into the muddy waters of the crypto world, where Bitcoin was still just a small circle of geeks and idealists, yet she entered when it was least favored.

She bet on the future and won the trend.

Later, she partnered with CZ to found Binance, responsible for the core areas of 'brand, community, and globalization.' She was not just an operator behind the scenes but a core decision-maker 'on the front line':

Connecting global communities
Building a bridge between Chinese content and international users
Establishing platform trust through live streams, AMAs, and Twitter
Driving Binance to become the largest exchange in the world

Her statement 'Binance is everyone's Binance' has touched countless users, making retail investors willing to 'trust once more' during crises.

💬 She never plays the 'victim' or relies on the 'female entrepreneur' label to attract traffic.
She has repeatedly emphasized in public:
'Whether you can get things done is not because you are a woman, but whether you can drive things to happen.'
She is one of the few who can retain users' attention in a tech-dominated industry through 'content + consensus.'
She transformed Binance's brand from a 'cold, centralized platform' to a 'trusted community' without relying on traffic but on deep human understanding + high-intensity execution.
📌 She is one of the few 'articulate, capable, and action-oriented' OGs in the circle.

On social media, she is very outspoken and sincere, occasionally dropping golden quotes for people to ponder:

'If you don’t sell, it’s not a loss.'

'You either love it or leave it. The middle ground is reserved for liquidated retail investors.'

'Not doing anything in a bear market means you’re not even worthy of doubling down in a bull market.'

This is not showing off; it’s a summary—she is the one who has experienced the complete cycle from zero, and what she says, she has truly lived through.

Celebrating BTC breaking through 120,000 USD, daily red envelopes are being distributed.

Celebrating BTC breaking through 120,000 USD, daily red envelopes are being distributed 🧧

Almost laughed out loud reading the news this morning ☕

Russia used to keep talking about banning crypto
Now the Moscow Exchange is scheduling its own launch

The plan is to start on December 1
Initially listing Bitcoin, Ethereum, and USDT
Under regulatory rules, these are the only three that non-qualified investors can access

It’ll follow the stock market model
With an order book and swaps for liquidity
Trading hours will be roughly 7 a.m. to midnight Moscow time

Clients are already testing it in their environment
The pilot team says they’ve got enough testers to launch the December pilot

When the calendar turns to December 1
I’ll just sit back and watch 🙂

Came across a small Nasdaq-listed stock, NXTT
Market cap is only around $7.8 million
Yet it has about 5,833 BTC sitting on its books
At an estimated $77,000 per BTC
That comes to roughly $449 million 😮

The board just authorized the CEO
to sell or pledge these BTC in tranches
with the aim of reducing exposure and boosting liquidity
They also mentioned custody and market risks,
as well as international hackers, exchange security vulnerabilities,
and the potential impact of quantum computing on cryptographic algorithms
The company says the coins are held with an institutional custodian in Japan
Authorization doesn't mean they've already dumped the coins
When to act and how much to move is still up to the CEO

A market cap of just over $7 million
with more than $400 million in crypto holdings
The contrast is kind of surreal
Just making a note of it
Not taking sides

$BTC

Another Whale Alert just dropped in the group
I opened it and took a look 😮

About 550157 SOL
Worth roughly $52.67 million
Moved from an unknown wallet into Coinbase Institutional

Earlier the same day
Another roughly 1.22 million SOL
Worth about $117 million went into Coinbase Prime
That’s a pretty substantial amount moved over today

SOL is still hovering around 96
Spot SOL ETFs have also seen net outflows recently
Custody doesn’t mean an immediate sell-off
But with funds flowing into institutional accounts repeatedly
It’s worth keeping in mind

Saving this for the record
Not taking sides

$SOL

Came across a string of DeFi domain hijackings this Halloween

Security firm Blockaid flagged
Flap and Kintsu first
Then it spread to around 12 sites
Including StonkFun, Pickle, and Echelon

The method: DNS hijacking and frontend injection
Official domains redirected to wallet-stealing pages
One signature after clicking “Connect Wallet”
And StepDrainer could drain your wallet
The on-chain contracts are mostly unaffected

StonkFun says it has switched to new infrastructure and is back up
No consolidated loss figures have surfaced yet

Even if a domain looks legit, don’t rush to connect
Check approvals before you act 🎃

I came across Base’s weekly update and nearly choked on my coffee ☕

October card spending settlement volume
hit about $243 million
A record—up around 80% from March

Cumulative DEX trading volume for tokenized U.S. stocks
also crossed $4 billion
There are now about 218 stocks listed on it

The next upgrade, Denim,
is scheduled for mainnet on November 5
Block times will drop from 2 seconds to about 200 milliseconds

Onchain card spending, stock trading—and now even faster
I’ll just sit back and watch this weekend 👀

While scrolling through chats, I came across a margin data point
and froze for two seconds 😅

ETH margin longs on Bitfinex
have piled up to around 389,646 ETH
worth about $875 million
just shy of the 90-day high of 389,921 on 10/30

Shorts are only around 4,589 ETH
with a long-to-short ratio of about 84.9:1
Back in late August, longs were only a little over 80,000 ETH
They’ve multiplied several times over the past few months

The current price is still hovering around 2,240
The daily RSI is close to 30
Yesterday, spot ETH ETFs saw net outflows of about $156 million

Data from public margin statistics
Just making a note of it
Not taking sides

$ETH

Came across a pretty interesting post
Tokyo-listed company Iore is about to sell off all its BTC

151.21 coins in total
Selling from now through the end of November
An estimated paper loss of around ¥254 million
The money will go into AI data centers and computing power

What’s even funnier
They’re dumping all their Bitcoin
But still holding on to HYPE

Someone in the group said this is BTC being swapped for GPUs
Others joked that the treasury era is starting to fade

Anyway, BTC is still hovering around 77,000
Some people are switching up their narrative
I’ll make a note of it

During the big dip these past two days, my phone screen time got so high I was afraid to check 😅
Half the time I was watching candlestick charts, the other half scrolling through group chats

Then I came across Vitalik’s new blog post
called “Digital Minimalism”

He tried three experiments
Instead of using X’s algorithmic homepage, he switched to an aggregator client
Kept his phone in airplane mode by default for 100 whole days, connecting only to Wi-Fi
For on-chain activity, he tried to avoid using websites and used AI-written command-line tools instead

His reasons were pretty practical too
Every time you open a webpage, you have to trust the server all over again
You give up a lot of privacy, and there are tons of manipulative buttons

After reading it, I quietly turned off notifications from my market-tracking app
Lasted 10 minutes
Then I opened it again 🫠

$ETH

I just came across a number while scrolling
and it made me pause

Alphabet GOOG, Meta META, Microsoft MSFT, Amazon AMZN, Oracle ORCL
The five companies’ commitments related to AI infrastructure over the next few years
already total more than $3 trillion 😳

Google alone is over $1 trillion
Meta is also charging toward the $80 billion mark and beyond
About $1.3 trillion in leases
Around $1.9 trillion in other orders
Some leases run for as long as 30 years

U.S. stocks were already fretting about AI returns last Friday
And over the weekend, we’ll have to digest this even bigger bill
I’ll just jot down the numbers for now
No rush to call which way things are headed

Just came across a set of ETF flow figures
Last night, I still thought institutions were slowly buying in

U.S. spot BTC ETFs, 10/30
About $643 million in net outflows in a single day
The biggest single-day outflow in nearly four months

IBIT alone saw about $234 million pulled out
FBTC about $201 million
ARKB about $130 million

Spot ETH ETFs on the same day
Also saw about $156 million in net outflows

Prices are still hovering around $77,000
But the flows have already turned sour
Let’s jot down the numbers over the weekend 👀

Today is the anniversary of the Bitcoin white paper
Looking back at the calendar, I feel a little nostalgic

October 31, 2008
Satoshi Nakamoto sent out those nine pages
A peer-to-peer electronic cash system
Right in the middle of the worst of the financial crisis

Now BTC is hovering around $77,000
Who could have imagined that figure ten years ago?
The rules are still the same
The total supply is still 21 million

The group chat is buzzing about White Paper Day again
Some miss the days when Satoshi disappeared
Some are calculating how Uptober flopped again

Let’s just mark the day
Not taking sides

Just saw Apple’s official announcement
Apple Intelligence is finally coming to China

AAPL is partnering with Alibaba
Bringing Qwen to Siri’s Writing Tools and Visual Intelligence
You can use it for text and image understanding, and to ask questions about documents and photos

Developer beta testing starts November 4
Official launch in December with iOS 27.3

The first supported models are iPhone 15 Pro and later
iPhone Air Duo is also on the list
The advanced Siri AI features aren’t included this time

A feature we’ve been waiting a long time for
Suddenly arrives this weekend
Just noting it down—not taking sides

Just came across an FT report:
OpenAI's latest funding round is also starting to shrink.

The target was cut from around $30 billion to around $20 billion.
The valuation dropped from $1.4 trillion to $1.25 trillion.
That's a full $10 billion less raised.

Friday is the deadline for investors to subscribe.
The first closing is expected to fall short of $20 billion.
Some investors have already reduced their commitments.

The backdrop: the Nasdaq-100 (NDX) got spooked by AI spending this week.
The sell-off in Nvidia (NVDA) and Meta (META) hasn't let up.
And Anthropic is planning an IPO, competing for the same pool of money.

Even AI's hottest name is starting to face down-round pressure.
The money is still there—it's just no longer a blank check.
Make a note of it for now. No taking sides.

Came across a treasury news story last night
Uber completed a pilot on Canton

Using HSBC tokenized deposits
it bought Franklin Templeton’s tokenized money market fund on Thursday
and could redeem it over the weekend

earning roughly 1.5 extra days of yield

With the traditional process, you’d have to liquidate everything by Friday
and let your cash sit idle over the weekend
On-chain settlement can keep things moving 24/7

Tradeweb and Fireblocks were involved too
with atomic settlement
A pretty practical step for institutional treasury

Making a note of it
Not taking sides

Came across a treasury news story last night
Uber completed a pilot on Canton

Using HSBC tokenized deposits
it bought Franklin Templeton’s tokenized money market fund on Thursday
and could redeem it over the weekend

earning roughly 1.5 extra days of yield

With the traditional process, you’d have to liquidate everything by Friday
and let your cash sit idle over the weekend
On-chain settlement can keep things moving 24/7

Tradeweb and Fireblocks were involved too
with atomic settlement
A pretty practical step for institutional treasury

Making a note of it
Not taking sides

Just came across a pretty surreal story

Chainalysis, which specializes in helping people track hackers,
was itself infiltrated using AI-agent-level techniques

The company said external attackers used offensive agentic techniques
to access some basic customer information:
user IDs, names, email addresses, and organizational roles

Investigation contents, transaction query results,
plaintext passwords, MFA, and session tokens
show no signs of being accessed so far

The company has brought in an external security team to strengthen its defenses
and warned customers to watch out for unusual password-reset prompts
If you haven’t enabled two-factor authentication, do it now

The people who track hackers got hacked by hackers using AI agents
This industry jargon is pretty new
Agentic attacks are probably about to become a buzzword

Just making a note for now
Not taking sides

Checking the news in the morning
I almost thought my eyes were playing tricks on me

Apple AAPL fell about 1.2% on Friday
but its market cap actually reached about 5.03 trillion
closing at around 344.63

Nvidia NVDA fell about 4.2%
with a market cap of around 4.93 trillion
closing at around 204.64

After briefly overtaking Apple in late July
Apple AAPL has reclaimed the top spot in global market cap

The group chat has been talking about Mag7 rotation these past few days
AI spending is being grilled over when it will pay off
Apple AAPL is keeping capital expenditures in check
up about 27% this year
Nvidia NVDA is up roughly half as much

On the day tech stocks took a beating
the one keeping spending down was the one at the table
Just noting it down
Not a stock tip

Came across something pretty interesting this weekend

Walmart’s WMT-linked payment service OnePay
is now letting users top up checking accounts with USDC

Send it from an external wallet
and it becomes a dollar balance in minutes
No conversion fees during the launch period

It initially supports 12 chains
including Base, Solana, and Ethereum
Stripe’s Bridge handles compliance and currency conversion behind the scenes

The head of Circle also gave it a thumbs-up
saying stablecoins can finally go straight into everyday banking apps

After the June stablecoin adjustment, trading volume was around $1.79 trillion
more than double year over year
Cross-border payments for everyday workers are becoming more and more practical

Crypto in, dollars out
Pay bills and make transfers directly
Just noting it for now, not taking sides