AllInWeb3

$VELVET Today it’s up about 33%, but this time you can’t just focus on the contracts. There’s no VELVET spot on Binance’s main exchange. On the Base main pool, 24-hour trading volume is about $10.6 million and liquidity is about $4.25 million. On-chain price and Binance perpetuals are almost in sync. Perpetual trading volume is over $110 million, and the leveraged funds are still roughly ten times the spot amount.

During this rally, the number of contract positions is actually lower by about 4% than a day earlier, and the funding rate is only around 0.015%. Long and short accounts are also basically split 50/50. Price is rising, but positions aren’t piling in. It looks more like old short liquidations/short covering plus on-chain buy pressure lifting the price—not a frenzy of new long orders stacking leverage.

The story isn’t hard to understand either: Velvet is building an AI on-chain trading terminal. It’s already integrated cross-chain trading, automated strategies, and global markets. The team has also concentrated the Base protocol’s liquidity onto Aerodrome. The narrative is smooth, but a 33% move has already priced in a lot of expectations.

I won’t chase from this level. The main pool only has about $4.25 million in liquidity. Once the hype cools off, slippage and drawdowns will both get bigger. Going forward, I’ll only watch whether on-chain trading volume can continue to hold up and whether contract open interest can recover in a mild, steady way. If it’s only perpetuals that keep expanding in volume while spot doesn’t follow, it’s easy to spike up and then roll back.

$VELVET #DeFAI #Base

$HEMI Today, this move wasn’t a slow grind upward. After moving sideways for most of the day, it suddenly saw a surge in volume. In one hour, the price was pushed from around 0.007 to 0.0083. Spot and futures both saw increased volume. This kind of chart action at least suggests it’s not just being propped up by futures alone.

The story behind it is still BTCFi. Hemi is about putting Bitcoin’s security and EVM programmability into a single network, where HEMI also handles staking, governance, and Gas. When BTC is consolidating, smaller-cap BTC ecosystem tokens are easy for capital to use as a source of elasticity.

What I care about more is that open interest increased by about 45% over the past day, but the funding rate is still close to neutral—there’s no clear one-sided pressure between longs and shorts. New positions are coming in, and for now they haven’t squeezed into one direction. That’s healthier than forcing a move with high funding rates.

However, the spot right after the volume surge isn’t a good place to chase. If it can hold around 0.008 and the spot trading doesn’t quickly fade back, there’s a chance to keep probing today’s high. But if it drops back quickly to the starting point of this volume surge, the newly opened futures positions will make the drawdown happen faster.

$HEMI #BTCFi #Binance

$BTW The biggest trap with this—thinking that since the funding rate is high, shorting will make easy profit.

Over the past 30 funding rate intervals, it has stayed positive the entire time, and short accounts are also close to 70%. Some people buy spot on Alpha/Chain and simultaneously short on derivatives to collect the funding. The spot bid pushes the price higher; shorts can’t hold it and end up getting stopped out, which in turn keeps boosting the rally. This is also why the more BTW pumps, the more people want to short.

But this “strategy” isn’t risk-free arbitrage. Binance’s main platform doesn’t have a BTW spot trading pair—spot mainly trades on Alpha/Chain. Liquidity is thinner than in regular spot markets, so when the market turns, volatility can get even more savage.

What really matters isn’t how many shorts there are—it’s whether, after shorts increase, the price can still keep getting pushed higher. Once the funding rate drops, it can stabilize sideways and then you look for another opportunity. If the funding rate stays high, but the price can’t be pushed up anymore, then be careful—this move may be starting to weaken.

Don’t chase here, and don’t hard-short just because it has already pumped a lot.

$BTW #BinanceAlpha #Funding Rate

$EDEN This rally isn’t just a rebound in the RWA narrative. More importantly: prices are rising, contract open interest is increasing, yet the funding rate is clearly negative. There’s still a lot of disagreement in the market.

At the time of capture, spot was up about 5.7% over 24H with roughly $10.4 million in volume; U-base perpetual contracts traded about $77.67 million, and open interest notional value rose from $3.84 million to $4.65 million over the prior 24 hours—up about 21%. The latest funding rate is around -0.12%, suggesting contract pricing is still relatively weak; the short side is paying. If the price keeps climbing, more short-covering could be triggered.

But this isn’t a one-way safe signal. During the EDEN session, the high was $0.060 and the current price is about $0.051—down nearly 15% from the peak. As of the time of writing, no new official announcements have been found that match the size of the move. Right now it looks more like a mix of the RWA story, a rebound from a low level, and contract positioning games.

Can you still enter now? I see three points:
1. Whether 0.050 can hold, and whether it stops quickly falling back into the original breakout zone
2. When the funding rate returns to neutral, whether the price still maintains strength
3. Whether OpenEden’s tokenized U.S. Treasury business has seen new scale or partnership catalysts

If, after the funding-rate repair, the price also loses support, the fuel for a short squeeze will run out. Only if spot continues to be absorbed sustainably will there be a foundation for a second push upward.

$EDEN #OpenEden #RWA #TokenizedTreasuries

$PUMP 24H rose 11.4%. However, this round temporarily looks more like a re-trading of Meme issuance platform narratives rather than a brand-new announcement that directly rewrites valuation.

At the time of capture, spot volume was about $11.5 million, while U-based perpetual futures volume was about $113 million—close to 10x spot. The notional value of open interest increased from $53.69 million to $62.96 million over roughly 24 hours, up about 17%. Price and open interest rose in tandem, suggesting fresh positions are entering. The funding rate is about 0.00215%, and longs do not yet appear to be extremely crowded.

Can it still be entered now? The price is around $0.00307, already near the intraday high of $0.00313. I won’t blindly chase at the pressure level. I focus on three points:
1. When it breaks above 0.00313, does spot volume expand in tandem?
2. As open interest continues to increase, does the funding rate suddenly heat up?
3. After Pump.fun, do platform data, revenue, or token mechanics show any new catalysts?

If only futures volume spikes while spot lags, the breakout is likely to turn into a false move. If spot takes the baton and leverage stays moderate, then it looks more like a sustainable second push.

$PUMP #PumpFun #Solana #Meme #BinanceFutures

$ALPINE Today it’s up about 17%, but don’t just look at the racing-IP narrative: this round’s core is more like low circulating float amplified by contract leverage.

At the time of capture, the spot 24H trading volume was about $7.19 million, while USDT-denominated perpetual contract volume was about $64.21 million, nearly 9 times that of spot. More importantly, the contracts’ nominal open interest value rose from about $1.26 million to $2.68 million over roughly 24 hours—an increase of about 112%. Based on an estimated circulating supply of 21.34 million coins and the current price, the circulating market cap is only about $7.9 million. A small market cap combined with open interest doubling naturally creates large price volatility.

But the risks are already written into the move: the intraday high was $0.433, and at the time of capture it was around $0.369—down nearly 15% from the peak. As of the time of publication, there’s no new official announcement that can independently explain this rally.

Can you still get in now? I’m not chasing a sudden spike; I’d focus on three things:
1. When it attacks again, can spot trading volume expand in sync?
2. When the price consolidates sideways, does open interest stop surging?
3. On the pullback, does trading activity cool off and does the price hold above the launch zone of this move?

If only the contracts keep adding positions, with no spot participation and no new catalysts to carry the momentum, this looks more like a short-term capital game—not a comfortable, low-risk entry.

$ALPINE #AlpineF1 #FanToken #BinanceFutures

$GPS Today’s rise is more like a “position adding + short crowding” drive, not a direct lift from a new announcement.

At the time of capture, spot was up about 12.8% over 24H, U-margined contracts were up about 8.4%, and contract trading volume was about $461 million. More importantly, the notional value of open interest rose from $24.81 million to $29.89 million over roughly 24 hours—up about 20%. Meanwhile, the entire market’s accounts had shorts at about 65.8%, and the funding rate is still -0.00262%. With price rising, open interest increasing, and shorts remaining dominant, it suggests new leverage is still entering; some of the upside may also come from short covering.

But this also means the risk hasn’t shrunk: as of the time of writing, there are no new project announcements that match the magnitude of the gains. If afterward it’s just contracts continuing to add positions while spot volume can’t keep up, then once the high-level bid weakens, leverage will amplify the pullback in the opposite direction.

Can you still enter now? I don’t chase a straight move; I focus on three points:
1. Whether there is a volume breakout and stabilization around 0.0189
2. Whether the funding rate stays mild rather than quickly turning into an extremely positive value
3. On any retest, whether open interest declines and the price does not break down—showing the market has completed a turnover of positions

If it’s only price rising, with no spot follow-through and no new catalysts, then this looks more like a high-volatility trade rather than a comfortable, low-risk spot.

$GPS #GoPlus #BinanceFutures #Web3Security

Recently, while researching @TermMax , I found that it focuses on a very important issue in the DeFi space: how to make on-chain financial instruments more mature and easier to use.
In the past, the development of the DeFi market was more concentrated on liquidity mining and high-yield opportunities. But as the industry gradually moves toward long-term growth, stable yield structures, risk management, and more professional financial products will become increasingly important.
The fixed-rate lending and yield management direction explored by TermMax provides users with more possibilities for managing on-chain capital, and also creates more room for connection between DeFi and traditional financial markets.
In the future, whether DeFi can attract more real capital participation will depend on the continuous improvement of infrastructure. Looking forward to ongoing attention to the ecosystem development of @TermMax .
#TermMax

Why did $IPST suddenly surge? First, the conclusion: this looks more like a squeeze driven by capital in an extremely small float, not a sudden, multi-fold improvement in the company’s fundamentals in a single day.

$IPST isn’t a typical crypto project; it’s a tokenized stock tied to Nasdaq’s IP Strategy Holdings. The company uses $IP as its core reserve asset and holds roughly 53.2 million $IP, so the stock price is influenced simultaneously by the Story ecosystem, the price of $IP, and small-cap sentiment in U.S. equities.

During this round of the scrape, the target stock jumped from a previous close of $7.39 to around $20, with an intraday high of about $25.34. Trading volume was roughly 28.3 million shares. In its May disclosure, the company’s outstanding shares were only about 686,000. That means the day’s trading volume was over 40 times the float. Note that the same batch of shares can trade back and forth repeatedly, but this magnitude is still enough to show that the main fuel for the rally was extreme turnover, low float, and momentum/chase-and-rebalance capital—not a clearly identified new positive catalyst.

Is there still a chance now? Possibly, but the odds have clearly worsened. After spiking from around $2 to around $20 within two days, chasing further faces risks like trading halts, slippage, rapid pullbacks, and the risk that the token price deviates from the underlying when the stock market is closed.

I’m mainly watching three signals:
1. After the blowout volume, can volume contract and stabilize rather than immediately fading from the highs?
2. After the target stock opens, does the token premium quickly converge?
3. Whether the company or the Story ecosystem has issued new announcements capable of supporting the valuation.

If there’s only volume and no new information, this is more like a high-volatility trading opportunity—not a low-risk entry point.

Do you think $IPST is a new hotspot for tokenized stocks, or a typical sentiment-driven squeeze in a small-cap?

$IPST #IPST #TokenizedStocks #StoryProtocol #US stocks

$Niu Lai, after listing on Alpha, actually dipped instead—where is this market move heading?
If you only look at the 24H price change, you’re very likely to miss one of the hottest targets in today’s Chinese Meme scene—$Niu Lai.
Its key now isn’t “how much it’s up today,” but this: its market cap is around $32 million, while its 24H trading volume is still about $46 million. The price has cooled down, but the capital and discussion heat haven’t fully left.
The logic behind this run is actually quite clear:
《Niu Lai》the movie went viral in reverse due to its rough production
→ Netizens meme it and create derivative content; attention rapidly amplifies
→ BNB Chain sees a same-name Meme
→ Small market cap brings massive price elasticity
→ The explosive surge creates a wealth effect
→ Discussion heats up on Binance Square
→ The market starts trading ahead of Binance Alpha expectations
→ August 18: Alpha goes live officially
→ Market cap briefly spikes to around $50 million, then quickly falls back
So I’d rather define the current phase as: a high-level disagreement period.
Why didn’t it keep rising all the way after Alpha launched?
Because Alpha brings in new traffic, but it also means the strongest earlier expectations have already been priced in. Once the news truly lands, it’s not surprising that early capital begins taking profits.
But we still can’t simply say the cycle is over.
The reason is that trading volume remains high. A Meme that has already gone through 100x-level volatility, had the good news兑现, and saw a price pullback—with 24H volume still higher than market cap—suggests bulls and bears are still actively rotating and trading.
Next, I’ll only watch four signals:
Whether market cap can challenge the ~$50M area again
Whether 24H trading volume can continue to stay elevated
Whether top addresses keep selling
After Alpha, whether there’s a new platform-level catalyst
As for “going on futures” and “going on spot,” for now they’re still just community expectations—without official confirmation, they can’t be treated as fact.
So the real question worth asking now is:
Is $Niu Lai a second ignition after high-level profit-taking and rotation, or has the Alpha launch already turned this round’s emotional peak?
$Niu Lai #NiuLai #BinanceAlpha #BNBChain #Meme

#dusk $DUSK @Dusk I recently revisited @Dusk , and I feel that what $DUSK is truly worth discussing is not just the price, but the direction it seeks in balancing "privacy + compliance."

Once traditional financial assets are brought on-chain, one of the biggest challenges is this: blockchain needs to be transparent and verifiable, but it cannot fully expose all transaction information of institutions and users. Dusk attempts to address this contradiction through privacy technology and infrastructure designed for real-world assets.

If RWA and security tokenization truly enter a large-scale application phase in the future, what the market may need is not just a faster chain, but infrastructure that can satisfy privacy, compliance, and asset issuance needs at the same time.

This is also the core logic behind why I think $DUSK is worth continued attention going forward. #dusk

$ACE 24H It’s up more than 20% again.
But I went through the latest information and actually found something pretty interesting:
This time, I couldn’t find a “major super bullish catalyst” that would directly explain today’s rally.
Right now, the price of $ACE is swinging violently around $0.2. Its 24H total trading volume has already exceeded $200 million, while its own circulating market cap is only about $24 million.
That means:
Trading volume is already several times the market cap.
Looking at the derivatives market too, ACE futures trading is also very active, with both open interest and liquidation volume at high levels.
This suggests leverage-funded participation in this leg of the market is not low.
So why is it up?
At the moment, I think there are three factors worth paying attention to.
① The activities in the past few days definitely brought some trading hype.
On August 13, Bitget launched the ACE PoolX. Locking ACE allows you to share in airdrops of 110,000 ACE.
This kind of event increases short-term buying, locking, and trading demand.
However, the event ended on August 17, so if we attribute all of today’s rally entirely to this activity, I don’t think that’s rigorous.
② ACE itself has recently been in a high-volatility regime.
In the past period, ACE has shown multiple instances of sharp pumps.
This kind of structure—small market cap + high trading volume + high leverage participation—makes it easy to form:
Upward move → short sellers get stopped out / liquidations happen → price keeps rising → more funds chase in
In other words, the market move itself may be acting as a catalyst.
③ The most notable thing, though, is today’s token unlock.
According to publicly available Tokenomics data, on August 18 ACE is scheduled to unlock about 2.96 million tokens:
About 2% of the total supply.
Normally, that would imply an increase in potential circulating supply.
But right now, ACE is still staying strong near the unlock window.
That’s exactly the part I think is most worth watching today.

Next, I won’t just focus on “how much more it can rise.”
I care more about three data points:
Whether trading volume can be sustained
Whether futures open interest continues to increase rapidly
Whether the unlocked tokens have produced clear sell pressure
If trading volume starts to fall but the price keeps surging quickly, be especially careful about short-term capital taking profits.
Do you think this round is the start of a new uptrend, or just a typical small-cap money game?
$ACE #Fusionist #GameFi #Crypto

$charitable life, hilarious

$我踏马来了 @Binance BiBi I've damn well arrived, when was Binance listed

$YB garbage, constantly shaking

$YB is going to pull it, feeling

$COAI Now it is consolidating, waiting for retail investors to enter and increase their stakes. Next, the market makers are likely to first drive prices down, then rebound to liquidate the shorts.

$COAI so great it will rise

coai Good Demon

What benefits does $ETH have?