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November 2: #ALPHA airdrop preview!

📅 Today's Airdrops

No airdrops announced for now. Predict will most likely launch this week. If two more projects drop this week, things could get interesting.

Alpha Trading Competition: 24-hour stats

DNA: 24-hour trading volume of 12.12 million, price up 8 points to 0.1788, and FDV around $178 million. Total trading volume in the competition is 1.22 billion, with 2 days left. This momentum looks pretty fierce.

ON: Volume of 8.43 million, but the price dropped nearly 8 points to 0.1825. Its FDV is similar to DNA's, around $182 million. With 4 days left, it feels like it's losing steam.

AXIS: Down 6.8%, with a price of 0.127. Total trading volume is just 1.47 million, and the competition ends in 13 hours.

Today's trading suggestions:

CT (16 days) and DNA (13 days): keep an eye on them; make multiple small trades of 300–500U. #ALPHA🔥

October 30: #ALPHA airdrop preview!

📅 Today's airdrop

No airdrop preview today. However, Predict, which opened for token subscription yesterday, starts circulating at 5 p.m. today and goes straight to spot trading at 6 p.m. Honestly, I'm a bit surprised—Binance hasn't offered this kind of treatment in a long time. They're really going all out with their support.

Alpha trading competition: 24-hour data

ON: Current price 0.1789, 24-hour trading volume 10.18 million, down 0.43%—basically moving sideways. Cumulative trading volume has reached 59.24 million, with 7 days left in the contract market.

DNA: Price 0.1683, 24-hour volume 10.7 million, down 6%. Total trading volume has already hit 669 million, with 5 days left.

AXIS had the highest trading volume, reaching 66.44 million in 24 hours, but also had the steepest decline at -15%. Cumulative trading volume is only 1.19 million, with 4 days left.

Today's trading suggestions:

CT (19 days) and DNA (16 days): make multiple small trades of 300–500 U. #ALPHA🔥

October 29, #ALPHA airdrop preview!

📅 Today’s Airdrop

Good morning! Today’s biggest event is Predict. This time, it’s not going straight to trading—it’s a presale, and the official launch is still a few days away. The project is in the prediction market, which Binance has been heavily promoting lately. It starts at 16:00 this afternoon, and the points threshold is expected to be around 235 or less. A conservative estimate for a full 6 BNB allocation is around $250–$500, depending on the final number of participants and how aggressively the market makers push the price.

Details: 20 million tokens allocated for the Pre-TGE, with total fundraising of 7,794 BNB. A full allocation comes to exactly 6 BNB per person.

At the current pre-market price of around $1.6, those 20 million tokens are worth roughly $32 million in total.
If 100,000 people get a full allocation, each person receives $320 worth of tokens. With a cost of $60, that’s a net profit of around $260;
with 80,000 participants, each gets $400 worth, for a profit of $325;
with 50,000 participants, each gets $640 worth, for a profit of over $500;
with 40,000 participants, each gets $800 worth, for a profit of up to $650.

Alpha trading competition: 24-hour figures

DNA: Total trading volume of 1.17 billion, with a prize pool of 255 DNA, worth about $45.

DGAI: Total trading volume of 630 million, with a prize pool of 56 DGAI, worth around $43.

ON: 13 hours left! Up 18.5% over 24 hours, with a total trading volume of 220 million and a prize pool of 420 ON, worth $75. It currently has the largest prize pool.

AXIS has had a rough time, plunging 25% over 24 hours. Total trading volume is only 710,000, with a prize pool of 193 AXIS, worth about $33.

Trading suggestions for today:

CT (20 days) and DNA (17 days): $300–$500 per trade, split into multiple smaller trades. #ALPHA🔥

October 28: #ALPHA Airdrop Preview!

📅 Today's Airdrops

No airdrops announced for now. We're already halfway through the week, so it'd be a shame not to see some action today.

Alpha Trading Competition: 24-hour stats

DGAI: Total trading volume is around 600 million. Price: 0.79, down 8% in 24 hours. FDV is close to 800 million. The competition has 13 hours left—final sprint!

AXIS: Total trading volume is just over 300,000. Price: 0.23, down 7%. The competition has 6 days left.

ON perpetuals: Total trading volume is 1.48 million. Price: 0.15, up 14% over the past 24 hours. The competition has 2 days left.

Today's trading suggestions:

CT (21 days) and DNA (18 days): Keep watching and observing both for now—don't rush in. Use small amounts across multiple trades, 300–500 U. #ALPHA🔥

I was recently flipping through Kite’s Passport documentation when it suddenly occurred to me halfway through that my previous research into Agent payments may have been a little too narrow. It’s not enough to focus only on “how machines pay.” Once machines become buyers, merchants also need to describe their services clearly enough for Agents to truly understand them—and that’s just as critical. Payment is only one part of a transaction; the first hurdle is whether a machine can accurately identify a service. People can find services by reading reviews, asking customer support, and comparing plans. But an Agent needs to know: What can this service do? What inputs does it need? How is the price calculated? What does it return after being called? If these details can’t be interpreted correctly, even the smoothest payment channel won’t get the transaction over the line.

One design in the docs is worth thinking about. In addition to supporting payment protocols, service providers can publish Agent identity and skill information, along with commercial details such as storefronts, rate cards, and workflow terms. The identifiers for related offerings need to match, so descriptions, prices, and execution conditions don’t contradict one another. Transaction terms that once relied on human communication become information that machines can read, verify, and act on. It’s no longer enough for service providers to make their websites look good; they need to spell out their capabilities, prices, and delivery methods. But structure doesn’t guarantee quality: even a clear quote doesn’t mean the result will be reliable, and passing identity verification doesn’t mean every delivery will meet the mark.

Passport lets users authorize payments with a passkey and set a total budget, per-transaction limits, and an expiration date, so Agents can spend only within those boundaries. When Kite launched, it said it had integrated more than 90 service providers. The service directory handles discovery, while x402 and MPP handle payments. With x402’s exact mode, each request is paid for individually—like a sample. MPP adds sessions for continuous calls, making it more like buying a pass. Payments don’t necessarily settle on Kite Chain either: the official materials distinguish between the protocols and also mention cross-chain routing.

I’ll be watching a few things: how many services are willing to organize their capabilities and prices into machine-readable information; whether real-world calls can be fulfilled reliably; whether repeat purchases emerge; how provider revenue and commissions flow; and who takes responsibility when a machine gets a bad result. If Agents are to become significant buyers, the competition won’t just be about who can pay faster, but also who can define services more clearly and deliver them more reliably. Which do you think is harder: helping Agents find the right service, or getting service providers to communicate their capabilities accurately to machines?

#KiteBBW $KITE @KITE AI 中文

October 26, #ALPHA airdrop preview!

📅 Today's Airdrops

No airdrops announced for today.

Alpha Trading Competition: 24-hour stats

DGAI is hovering around 0.84, down 2.3% in 24 hours. Total trading volume is nearing 500 million, with 3 days left.

DNA is picking up more steam. Its 24-hour trading volume hit 25 million, while the price also plunged 6.7%. Total trading volume is 830 million, with 2 days left.

ON has a total trading volume of 890,000, with 4 days left. Seems like it's slacking off.

Today's trading suggestions:

Keep an eye on CT (23 days) and DNA (20 days). Observe closely, and trade 300–500U per position. #ALPHA🔥

October 24: Airdrop preview for #ALPHA !

📅 Today's Airdrops

Good morning! No airdrops announced for now.

Alpha trading competition: 24-hour stats

DGAI is currently at 0.8816, down 2% over the past 24 hours, with a trading volume of around 5.96 million. Total trading volume in the competition has reached 296 million, with 5 days left.

DNA plunged 7.29% over the past 24 hours, while volume surged to 59.56 million. Total trading volume has reached 547 million, with 4 days left. The hype is clearly cooling off.

The ACU contract has ended. It rebounded 16.78% over the past 24 hours, with a volume of 2.22 million. Total trading volume was 425 million.

The STABLE contract has also ended. Its price barely moved, up 0.04% over the past 24 hours, with a volume of 1.2 million. Total trading volume was 746 million—still quite substantial.

ON is still in the competition, with 6 days left. It rose 5.21% over the past 24 hours, with a volume of 1.17 million. Total trading volume is only 390,000, much lower by comparison.

Today's trading suggestions:

DNA (22 days left) and CT (25 days left). CT has been a little choppy lately. Use small amounts across multiple orders, with limit orders of 300–500U. #ALPHA🔥

October 23: #ALPHA airdrop preview!

📅 Today's Airdrops

Good morning! It's Friday, the last workday of the week. Most likely, there won't be any airdrops.

Alpha trading competition — 24-hour stats:

DNA: 24-hour volume is close to 100 million, up 1.22%, with total trading volume at 433 million. 5 days remaining. The prize pool is 255 DNA ≈ 51.53U.

DGAI: Volume is 6.4 million, down 1.19%, with total volume at 179 million. 6 days remaining.

ACU contract: Volume is 710,000, down 4%, with total volume at 185 million. 13 hours remaining — it's about to end.

STABLE contract: Volume is 1.18 million, up slightly by 0.63%, with total volume surging to 716 million. Also 13 hours remaining.

ON contract: Volume is 780,000, down 6.1%, with total volume at 24,000. 7 days remaining.

Today's trading suggestions:

DNA (23 days) and CT (26 days). CT is a bit squeezed, so watch the candlestick charts closely. Use small positions across multiple trades, 300–500U each. #ALPHA🔥

October 22: #ALPHA Airdrop Preview!

📅 Today's Airdrops

Good morning! No airdrops are scheduled for now today. Yesterday, AXIS (Axis Robotics) really performed well, and you can now sell it for 69U—a big payout.

Alpha Trading Competition: 24-hour data

DNA: 24-hour trading volume of 102 million. The price has taken a hit, though, dropping 14.75%. There are 6 days left in the trading competition, and the total trading volume has already reached 254 million.

DGAI: The competition has ended. Trading volume was 6.25 million, with barely any activity. It was down just 0.4% over the past 24 hours.

ZEST: 12 hours left until the competition ends. Trading volume is 229,000, and the price is up slightly by 0.05%.

STABLE: 2 days left. Trading volume is 1.06 million, down 1.75%.

ACU: Also 2 days left. Trading volume is 256,000, up 0.71%. Pretty much nobody's trading it anymore.

Today's trading suggestions:

DNA (24 days) and CT (27 days): place multiple small orders, with limit orders of 300–500U. #ALPHA🔥

October 21: Airdrop preview for #ALPHA !

📅 Today's Airdrop

Good morning! Today's highlight is the AXIS (Axis Robotics) airdrop, expected around 19:00 tonight, with 240+ points.

This is a project on the Base chain focused on collecting and training robotics data. Put simply, it's a combined engine for feeding data to physical AI and training robotic arms. It raised around $12–13 million, including roughly $1 million in the public sale, at $0.1 per token, implying a $100 million FDV. Only 10% unlocks initially, while the remaining 90% will be released gradually over the following six months. So, in theory, the price would need to rise to around $1 for you to break even right away. The private sale was also priced at $0.1, with a lockup, and accounts for just 1% of the tokens. MEXC pre-market trading has already reached $0.18.

Alpha Trading Competition: 24-hour stats

3 days left for ACU. Total trading volume: 275,000. Price: $0.103, up 2.82% over 24 hours—a slight rebound. The prize pool is 556 ACU, worth around $57.

7 days left for DNA. Total trading volume: 92.12 million. Price: $0.2345, down slightly by 0.32%. The reward is 255 DNA, worth around $60.

Just 2 days left for ZEST. Total trading volume: 630 million. Price: $0.1798, down 0.24%. The reward is 278 tokens, worth around $50.

3 days left for STABLE as well. Total trading volume: 673 million. Price: $0.0265, up 4%. The reward is 1,925 STABLE, worth around $51.

DGAI: just 13 hours left! Total trading volume has already reached 2.13 billion. Price: $0.9177, down 2.43%. The reward is 56 tokens, worth around $51.

Today's trading suggestions:

DNA (25 days) and CT (28 days): 300–500U per trade. #ALPHA🔥

October 19, #alpha Airdrop Preview
📅 Today's Airdrops

No airdrops scheduled for today.

Alpha Trading Competition: 24-hour stats

DGAI: Price at 0.8659, up 6% in 24 hours. Total trading volume: 1.91B. 3 days left.

ZEST: Price hovering around 0.18. Total volume: 4.24B. 4 days left.

STABLE: FDV is already 2.41B, but the price is still falling, down more than 5% in 24 hours. Total volume is approaching 500M, with 5 days left. The volume is impressive, but the price is holding it back a bit.

ACU: Total volume just over 200K. 5 days left.

Today's trading suggestion:

CT (11 days): 300–500U per trade, limit orders. #ALPHA🔥

October 17, #ALPHA Airdrop Preview!

📅 Today's Airdrops

Good morning! No airdrop announcements for now. DNA took off yesterday and is now close to 120U. How many people sold too early?

Alpha Trading Competition: 24-hour stats

DGAI is firmly in first place. Price: 0.8447; 24-hour trading volume: 7.39 million, down about 6%. Total trading volume has reached 1.835 billion, with 5 days remaining.

ZEST is in second place. Price: 0.1826; up 6.5% today, with a trading volume of 580,000. Total trading volume is 229 million, with 6 days remaining.

Today's trading suggestion:

CT (13 days): multiple small trades of 300–500U. #ALPHA🔥

#nil $NIL @Nillion Lately, I’ve been thinking: on-chain transparency is a good thing in principle, but the moment a strategy goes on-chain, people start watching it. Arbitrage and front-running have practically become everyday occurrences. And if quantum computing really does mature, today’s cryptographic systems will likely be in for a serious shake-up. Nillion’s Dusk phase has just launched on the Ethereum mainnet, and as the opening chapter of its seven-era roadmap, I think Covenants are what really deserve attention.

So what problem do Covenants actually solve? Put simply, they’re encrypted instructions that execute when certain conditions are met. You encrypt your transaction or contract logic and put it on-chain. Until predefined conditions—such as a price or a certain time—are met, no one can see what’s inside, which means no one can front-run it or predict what it will do. Once an oracle confirms that the conditions have been met, a decentralized network of nodes jointly unlocks and automatically executes it. No single custodian holds the keys at any point. This combines privacy with reliable execution, which is highly practical.

It’s even clearer when you look at real-world use cases. On-chain orders used to be completely public, making strategies easy to target. Covenants are like putting a strategy in an encrypted envelope that automatically opens and executes when the time comes. For someone like me, who cares more about execution quality, this addresses a clear shortcoming of on-chain trading.

Of course, Dusk is just the starting point. Nillion will gradually add support for multiple chains, custom logic, and post-quantum security. Blind computation lets data be stored and computed on while encrypted; nilDB splits data into encrypted shares and distributes them for storage; and nilAI supports private inference. All of this is designed to let sensitive data be used without being fully exposed.

Looking further ahead, if AI agents eventually help us manage assets and run strategies, privacy infrastructure will only become more important. Whether the technology can be adopted at scale will depend on performance, cost, and ecosystem adoption. But at least Covenants offer a more practical direction: privacy shouldn’t make data useless—it should let data remain useful without exposing it to prying eyes.

October 16 — Airdrop alert! #Alpha

📅 Today's airdrop

First, the key point: DNA (NeoSoul) launches at 16:00 this afternoon, coinciding with its TGE. This doesn't feel like the usual surprise airdrop; the mechanics may be a little different.

A quick overview of the project: it's positioned as an operating system for the Agent economy, with NeoTrade as its core product—a tool for creating trading Agents in one click. It raised $11 million, so it's not a small project. The total token supply is 1 billion, with 130 million (about 13%) in initial circulation. The team and investors are subject to a one-year lockup. The eligibility threshold is expected to be 240 points or more, on a first-come, first-served basis.

The estimated valuation is around 30–60 U, with a unit price in the 0.2–0.5 U range. The advice is simple: sell as soon as you get it. Don't get attached.

Alpha trading competition — 24-hour stats:

DGAI: Total trading volume has reached 1.695 billion. Price: 0.8997, down 2.11% over 24 hours. 6 days left.

STABLE: 13 hours left. Total trading volume: 198 million. Price: 0.0274, up 3.33% over 24 hours.

ZEST: 7 days left. Total trading volume: 78.44 million. Price: 0.1714, down 4.48% over 24 hours.

Today's trading suggestion:

CT (14 days): place multiple small trades of 300–500 U each. #ALPHA🔥

Whatever else you say about the Ethereum Foundation, I really admire their knack for selling. They always sell at a local high— they sold three days ago, and prices have fallen over the past two days. Buying makes you an apprentice; selling makes you a master. Have you guys figured out who the master is yet?

October 15: #ALPHA Airdrop Preview!

📅 Today’s Airdrops

Good morning! No airdrop announcements for now. Yesterday’s DRV is currently worth over 27 U.

Alpha Trading Competition: 24-hour data

DGAI has seen just over 40 million in limit-order trades so far today, compared with 1.1 billion the previous day—the volume has plunged. The price is around 0.918, down 0.07% over 24 hours, with total trading volume at 500 million. There’s one day left in the competition. If trading volume doesn’t pick up, its ranking will most likely slip.

CT has strong momentum, with total trading volume already at 830 million. So far this morning, trading volume is 440,000, compared with over 60 million the previous day. The price is around 0.37, up 1.77% over 24 hours, with clear signs of buyers supporting the price. There are 13 hours left in the competition—it’s the final sprint.

ZEST’s total trading volume is 510 million. Today’s volume is 180,000, compared with over 90 million the previous day. The price is around 0.18, down slightly by 1.18%. There are also 13 hours left—let’s see if buyers step in during the final stretch.

STABLE has been very quiet, with total trading volume of just 780,000. Today’s volume is only 6,000, compared with 260,000 the previous day. The price is hovering around 0.0266. Its FDV is as high as 2.66 billion, but it has barely made a splash in this trading competition.

Today’s trading suggestions:

CT (15 days) and DGAI (1 day): limit orders of 300–500 U. #ALPHA🔥

Japanese and Korean stock markets have plunged again, and South Korea has hit circuit breaker again. What’s the next move for $BTC ?
#BTC🔥🔥🔥🔥🔥

$BTC It’s currently above $80,000. Here’s my conclusion: the high for this cycle will probably be around $200,000. A lot of people don’t understand this and think it could reach $300,000 or even higher. I have just one thing to say: impossible.

Why? It’s actually very simple. At just over $80,000, Bitcoin’s market cap is nearly $1.7 trillion. If it rises to $300,000, its market cap would be close to $7 trillion. Don’t bring up gold’s market cap—at least for the next two or three cycles, they’re not even in the same league.

Picking up where I left off: if that happens, Bitcoin’s market cap would already surpass Nvidia’s. We should remember that Nvidia is arguably the undisputed leader of the AI narrative (though the analogy isn’t quite right, it’ll do for now). So here’s the question: now and going forward, does AI have greater narrative potential, or does crypto have a higher narrative ceiling? I think everyone knows the answer. Even if Nvidia’s market cap keeps rising over the next two years, it’s hard to say how high it could go—let alone Bitcoin.

I’m bullish on Bitcoin. Looking further ahead, its ceiling is very high. But for this cycle, which I see running through the end of 2029, it will most likely reach $200,000, giving it a market cap of nearly $4 trillion. That’s the absolute limit!

I just took a look: $BTC bounced back above 83k today after dipping to around 81k. It looks pretty strong.

But really, it first swept some liquidity below, forcing shorts to cover. On top of that, news of an energy ceasefire between Russia and Ukraine gave oil prices some relief, and risk appetite recovered a little.

Personally, though, I’m not calling a reversal. We’re still moving around within the 80–87k range, and the real direction will probably depend on tomorrow’s CPI release. Softer data could spark another rally, while hotter data could trigger another shakeout.

For now, this looks more like a technical bounce after leveraged positions were flushed out. The key is whether spot buyers follow through.

What do you guys think—can this move hold, or are we heading back down again?

October 13: #ALPHA Airdrop Preview!

📅 Today's Airdrops

No airdrops announced yet. If they don't schedule one soon, I really can't take it anymore.

Alpha Trading Competition: 24-hour data

CT: Current price 0.3537, 24-hour trading volume 10.54 million, up 10%, FDV 350 million. Limit orders filled today totaled 740,000, compared with 96.64 million the day before—a huge difference. Total trading volume has surged to 662 million, ranking first. The contract has 17 days left, and the trading competition has 3 days left.

ZEST: 0.1876, 24-hour volume 4.22 million, down 4%. Limit orders filled today totaled 390,000, compared with 214 million the day before. That previous volume surge was intense. Total trading volume is 354 million, and the competition also has 3 days left.

O: 0.4756, 24-hour trading volume is just 230,000, down slightly by 1%. Limit orders filled today totaled 360,000, compared with 9.4 million the day before. But total trading volume is as high as 648 million, nearly catching up with CT. Only 13 hours remain in the competition—the final sprint window.

XDP: 0.0206, 24-hour volume 178 million, down 11%. Its daily trading volume is the highest among these tokens. Limit orders filled today totaled 250,000, compared with 8.65 million the day before. Total trading volume is 55.66 million, clearly lagging behind. The contract has 15 days left, and the competition also has only 13 hours left.

Today's trading suggestions:

CT (17 days left) and DGAI (3 days left): use limit orders, 300–500 U per trade. Trade whichever has lower slippage costs. #ALPHA🔥