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朱老师区块链

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价值投资社区,项目投研专家,返佣码:BC3001。2项国家级区块链重点研发项目核心成员,10年讲3000个项目。公众号:共识偏差(新)书中自有大饼屋,油管:朱老师区块链3000问,b站知乎,喜马拉雅同名节目,推特:朱老师区块链
2025 Blockchain 100 — Independent Researcher
2025 Blockchain 100 — Independent Researcher
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原创之星
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Article
《The 'Rebate Secrets' Used by Everyone in the Circle, Are You Still Giving Money to the Platform?》Recently, more and more people have been asking me how to trade without paying fees, and even make money? The answer is actually: activate the Binance commission rebate feature, also known as the ‘Super Commission’ plan. What is Binance commission rebate? In simple terms: you register on Binance using my exclusive invitation code, and then for every transaction fee generated, the platform will return a portion to me, and I'm willing to share up to 20% of that with you! This is equivalent to using a “discount trading account”👇 Here's a simple example: You trade 100,000 yuan (equivalent to USDT) every month Transaction fee = 1,000 yuan

《The 'Rebate Secrets' Used by Everyone in the Circle, Are You Still Giving Money to the Platform?》

Recently, more and more people have been asking me how to trade without paying fees, and even make money?
The answer is actually: activate the Binance commission rebate feature, also known as the ‘Super Commission’ plan.
What is Binance commission rebate?
In simple terms: you register on Binance using my exclusive invitation code, and then for every transaction fee generated, the platform will return a portion to me, and I'm willing to share up to 20% of that with you!
This is equivalent to using a “discount trading account”👇
Here's a simple example:
You trade 100,000 yuan (equivalent to USDT) every month
Transaction fee = 1,000 yuan
PINNED
Partly True
Article
The strongest project research report collection in the universe - Portal (All)Here is all the research report on blockchain projects you want to know, fundamental analysis! Not finished yet, there are still a lot of projects that have not moved into the square! Like and bookmark, we have already done research reports on over 800 projects, good projects are easy to identify from bad ones. Although many projects are added to the crypto space every day, quality projects are few and far between. I hope we are all value investors, finding projects that can withstand market fluctuations. You can follow me! Public Chain: [国产公链之光-CFX超强潜力分析](https://www.binance.com/zh-CN/square/post/956987) [波卡上的以太坊-GLMR目前进入到了价值洼地了吗?](https://www.binance.com/zh-CN/square/post/960591)

The strongest project research report collection in the universe - Portal (All)

Here is all the research report on blockchain projects you want to know, fundamental analysis! Not finished yet, there are still a lot of projects that have not moved into the square! Like and bookmark, we have already done research reports on over 800 projects, good projects are easy to identify from bad ones. Although many projects are added to the crypto space every day, quality projects are few and far between. I hope we are all value investors, finding projects that can withstand market fluctuations. You can follow me!
Public Chain:
国产公链之光-CFX超强潜力分析
波卡上的以太坊-GLMR目前进入到了价值洼地了吗?
STONKBROKER:Robinhood’s “US Stock Meme” experiment on the Robinhood Chain—will it become the next $1 billion narrative? $ETH
STONKBROKER:Robinhood’s “US Stock Meme” experiment on the Robinhood Chain—will it become the next $1 billion narrative? $ETH
Article
STONKBROKER: A “US stock meme” experiment on the Robinhood Chain—could it become the next billion-dollar narrative?Let me talk about the recently popular project STONKBROKER. It launched on July 18, and in less than a month its market cap has already surpassed $89 million. After taking a look at the whole project, I feel it’s still relatively creative. Although the level of innovation isn’t that high, compared to the current crypto scene—which is like stagnant water—it’s already considered “standing out among the short.” Image Stonkbroker is an NFT project on the Robinhood chain. At the time of its launch, it minted 4,444 NFTs—each NFT has its own wallet. It’s an ERC-6551 NFT. One of the most interesting things about this project is that it’s not just an NFT—it can also receive various assets, such as tokens, on-chain stocks, on-chain earnings, DeFi, and other玩法. Where it’s hottest right now is this: if you hold the NFT, the official will send your NFT wallet a certain amount of U.S.-stock tokens, like TSLA, AAPL, and AMZN (AMAZ) stocks.

STONKBROKER: A “US stock meme” experiment on the Robinhood Chain—could it become the next billion-dollar narrative?

Let me talk about the recently popular project STONKBROKER. It launched on July 18, and in less than a month its market cap has already surpassed $89 million. After taking a look at the whole project, I feel it’s still relatively creative. Although the level of innovation isn’t that high, compared to the current crypto scene—which is like stagnant water—it’s already considered “standing out among the short.”
Image
Stonkbroker is an NFT project on the Robinhood chain. At the time of its launch, it minted 4,444 NFTs—each NFT has its own wallet. It’s an ERC-6551 NFT.

One of the most interesting things about this project is that it’s not just an NFT—it can also receive various assets, such as tokens, on-chain stocks, on-chain earnings, DeFi, and other玩法. Where it’s hottest right now is this: if you hold the NFT, the official will send your NFT wallet a certain amount of U.S.-stock tokens, like TSLA, AAPL, and AMZN (AMAZ) stocks.
Shocking and horrifying: a hospital in Kyoto, Japan, treated a patient’s brain as if it were a tumor and cut it out. You have to know that Kyoto Hospital is synonymous with authority—130 years of history. And 53-year-old Tomoko Tanaka had a 3-centimeter benign tumor growing in her brain. Before surgery, everything was normal except dizziness and unsteady walking. But the doctor considered that the tumor might grow in the future and could compress brain tissue, so they recommended removing it. The patient thought about brain surgery and decided to go to the most authoritative, top hospital for peace of mind—so she chose Kyoto Hospital. The attending physician was Taku Suzuki, a neurosurgeon in his 40s with 20 years of experience. After seeing her, the doctor said, “This is a minor procedure—piece of cake. Don’t worry.” According to routine, they first remove a small portion of the tumor to send for testing. The doctor handled it quickly and easily, then sent it for examination. During the testing, the lab technician was stunned and said, “This isn’t a brain? Where’s the tumor?” Then they immediately asked Suzuki. Suzuki, without thinking, said, “Maybe we removed tissue from the edge of the tumor. It’s unlikely we missed it—so they moved a bit toward the center and made another incision.” The results showed that this cut still wasn’t in the right place. Based on normal logic, if two cuts are both wrong, you’d stop there. But Suzuki believed he was a top doctor with more than 20 years of clinical experience—how could he be wrong? So came the third incision. In the end, after more than 10 hours of surgery, they cut out a 3-centimeter portion of the patient’s brain. However, the postoperative findings were worse: the patient not only didn’t wake up, but also lost the ability to breathe independently. The hospital then urgently took the patient for brain imaging and found that the tumor was still there. But part of the breathing-control center in the brainstem had been cut away. On August 7, the final apology came from Kyoto Hospital’s president (the bald man in the picture), who publicly apologized and promised to save the patient to the greatest extent possible, and also to review the incident’s process. In Japan, where Japanese people do what it takes to turn other Japanese into “Japanese,” those Japanese—are still NB (not bad/awesome)!” $BNB
Shocking and horrifying: a hospital in Kyoto, Japan, treated a patient’s brain as if it were a tumor and cut it out. You have to know that Kyoto Hospital is synonymous with authority—130 years of history. And 53-year-old Tomoko Tanaka had a 3-centimeter benign tumor growing in her brain. Before surgery, everything was normal except dizziness and unsteady walking.

But the doctor considered that the tumor might grow in the future and could compress brain tissue, so they recommended removing it.

The patient thought about brain surgery and decided to go to the most authoritative, top hospital for peace of mind—so she chose Kyoto Hospital. The attending physician was Taku Suzuki, a neurosurgeon in his 40s with 20 years of experience.

After seeing her, the doctor said, “This is a minor procedure—piece of cake. Don’t worry.”

According to routine, they first remove a small portion of the tumor to send for testing. The doctor handled it quickly and easily, then sent it for examination.

During the testing, the lab technician was stunned and said, “This isn’t a brain? Where’s the tumor?” Then they immediately asked Suzuki.

Suzuki, without thinking, said, “Maybe we removed tissue from the edge of the tumor. It’s unlikely we missed it—so they moved a bit toward the center and made another incision.”

The results showed that this cut still wasn’t in the right place. Based on normal logic, if two cuts are both wrong, you’d stop there.

But Suzuki believed he was a top doctor with more than 20 years of clinical experience—how could he be wrong? So came the third incision. In the end, after more than 10 hours of surgery, they cut out a 3-centimeter portion of the patient’s brain.

However, the postoperative findings were worse: the patient not only didn’t wake up, but also lost the ability to breathe independently.

The hospital then urgently took the patient for brain imaging and found that the tumor was still there. But part of the breathing-control center in the brainstem had been cut away.

On August 7, the final apology came from Kyoto Hospital’s president (the bald man in the picture), who publicly apologized and promised to save the patient to the greatest extent possible, and also to review the incident’s process.

In Japan, where Japanese people do what it takes to turn other Japanese into “Japanese,” those Japanese—are still NB (not bad/awesome)!”
$BNB
The Clear Law is likely to pass in September. Waiting for the big players to come. $BTC
The Clear Law is likely to pass in September. Waiting for the big players to come.
$BTC
In recent markets, there are two main themes: the intensifying Meme war—who will become the next billion-dollar narrative? $BNB
In recent markets, there are two main themes: the intensifying Meme war—who will become the next billion-dollar narrative? $BNB
Article
Two Main Market Storylines Recently: Meme War Escalates—Who Will Become the Next $1B Narrative?Lately I’ve been observing how the market is changing, and I’ve noticed that the current market may be forming two fairly clear main storylines. The first one is the Meme main storyline. On the weekend you could see these major clone MEMEs starting to take off—for example, on the BSC chain there’s stuff like mubark, banana, broccoli, 4, and so on. These are all early memes that came from the original four meme platforms when they first launched. Why would these old OG memes from the four meme platform start up? Has anyone thought about this? I think there’s a good chance it’s to counter this new Robinhood meme launch platform that’s just emerged. This round of Robinhood meme launch platforms has appeared with lots of new ones. Although NOXA, which was all the rage in the red-tier for a while, has already exited, new players keep pouring in.

Two Main Market Storylines Recently: Meme War Escalates—Who Will Become the Next $1B Narrative?

Lately I’ve been observing how the market is changing, and I’ve noticed that the current market may be forming two fairly clear main storylines.
The first one is the Meme main storyline.
On the weekend you could see these major clone MEMEs starting to take off—for example, on the BSC chain there’s stuff like mubark, banana, broccoli, 4, and so on. These are all early memes that came from the original four meme platforms when they first launched.

Why would these old OG memes from the four meme platform start up?
Has anyone thought about this? I think there’s a good chance it’s to counter this new Robinhood meme launch platform that’s just emerged. This round of Robinhood meme launch platforms has appeared with lots of new ones. Although NOXA, which was all the rage in the red-tier for a while, has already exited, new players keep pouring in.
Test whether you’re fit to trade stocks: 1. You spend $5 million to buy a house; 2. The house depreciates to $3 million, and you sell your house; 3. The house keeps depreciating to $1.5 million, and you buy it back again. Now you have a house plus $1.5 million in cash. So, are you losing money or making money? $BTC {future}(BTCUSDT)
Test whether you’re fit to trade stocks:
1. You spend $5 million to buy a house;
2. The house depreciates to $3 million, and you sell your house;
3. The house keeps depreciating to $1.5 million, and you buy it back again. Now you have a house plus $1.5 million in cash.
So, are you losing money or making money?
$BTC
Screw fake data again—this is really boring. Anyway, since the data is released by the government, they’re definitely going to adjust it toward whatever direction they want to control. I think they still won’t be able to raise interest rates. Don’t believe me? Go ahead and check. $BTC
Screw fake data again—this is really boring. Anyway, since the data is released by the government, they’re definitely going to adjust it toward whatever direction they want to control.
I think they still won’t be able to raise interest rates. Don’t believe me? Go ahead and check.
$BTC
Partly True
Interesting, and here comes another institution that wants to set up a PEPE meme ETF. It may get approved in August. For the next round, the altcoin rally will have to rely on institutions. $PEPE
Interesting, and here comes another institution that wants to set up a PEPE meme ETF. It may get approved in August. For the next round, the altcoin rally will have to rely on institutions.
$PEPE
In the era of AI, the second half: do AI models truly have what it takes to support Dongda and win a real fight? ByteDance is going to build a 50-trillion-parameter model. Alibaba has just released a 2.4-trillion-parameter model, and K3 has released a 2.8-trillion-parameter model. How should the Americans respond now? Right now it’s whoever’s model is bigger who’s the coolest. Domestic AI models all use domestically made hardware, so we should keep an eye on all current domestic large models. Why are everyone optimistic? Because AI is like a human—nobody knows what new skills it will generate after training. Just like some people are math geniuses, and some are drawing geniuses. In the second half, if foreigners all come to Dongda to trade big A (and flex) 😂$ETH
In the era of AI, the second half: do AI models truly have what it takes to support Dongda and win a real fight? ByteDance is going to build a 50-trillion-parameter model. Alibaba has just released a 2.4-trillion-parameter model, and K3 has released a 2.8-trillion-parameter model.
How should the Americans respond now? Right now it’s whoever’s model is bigger who’s the coolest.
Domestic AI models all use domestically made hardware, so we should keep an eye on all current domestic large models.
Why are everyone optimistic? Because AI is like a human—nobody knows what new skills it will generate after training. Just like some people are math geniuses, and some are drawing geniuses.
In the second half, if foreigners all come to Dongda to trade big A (and flex) 😂$ETH
Why does MicroStrategy sell Bitcoin, yet BMNR remains as steady as a mountain? The life-and-death logic of two major crypto treasuries! $ETH
Why does MicroStrategy sell Bitcoin, yet BMNR remains as steady as a mountain? The life-and-death logic of two major crypto treasuries! $ETH
Partly True
spacx tomorrow will release 912 million shares, which is 2 times the current tradable volume. The current total is 5%. After the unlock, it will become 12%! This colossal market can’t absorb it. Even though yesterday’s earnings report was so good, it still fell! $SPCX {future}(SPCXUSDT)
spacx tomorrow will release 912 million shares, which is 2 times the current tradable volume. The current total is 5%. After the unlock, it will become 12%! This colossal market can’t absorb it. Even though yesterday’s earnings report was so good, it still fell! $SPCX
Verified
In 2010, an entrepreneur wanted to develop an internet application. But he found that without servers, no data centers, and no operations team, the app simply couldn’t run. Later, cloud computing emerged. AWS told all entrepreneurs: You don’t need to build your own infrastructure—you just need to rent computing power. And the internet entered a new era. Today, the blockchain world is going through a similar transformation. In the past few years, a large number of public chains, Layer 2 networks, and application chains have been constantly emerging. But when it comes to building a chain, the biggest challenge isn’t the code—it’s: How to obtain sufficient security? Security requires validators, capital staking, and economic incentives. Many problems that new chains face aren’t “Where are the users?” but rather: “Who will protect my network?” Babylon is exploring a new direction: Bitcoin isn’t just an asset—it can also become a security resource for the blockchain world. In the past, we believed BTC was digital gold. But a large amount of BTC has been sleeping for a long time—holding immense value, yet unable to participate in more of the ecosystem. Babylon hopes to make BTC a kind of “digital security energy.” Just like the power grid in the real world. Companies don’t need to build their own power plants; they just need to connect to the grid. In the future, blockchain could be similar: new chains may not need to build a security system from scratch, but can leverage the security capabilities provided by Bitcoin. If this direction holds, Bitcoin’s role could change: In the past: BTC = a store of value. In the future: BTC = the security foundation of the blockchain world. In the future, countless DeFi chains, gaming chains, and AI chains may directly use Bitcoin to provide security. The metric for measuring BTC’s value may not be limited to market cap and ETF size—but rather: how many blockchains worldwide are using Bitcoin to provide security? That could be the biggest imagination space for Bitcoin’s next phase. @babylonlabs_io #baby $BABY
In 2010, an entrepreneur wanted to develop an internet application.
But he found that without servers, no data centers, and no operations team, the app simply couldn’t run.
Later, cloud computing emerged.

AWS told all entrepreneurs:
You don’t need to build your own infrastructure—you just need to rent computing power.
And the internet entered a new era.

Today, the blockchain world is going through a similar transformation.
In the past few years, a large number of public chains, Layer 2 networks, and application chains have been constantly emerging.
But when it comes to building a chain, the biggest challenge isn’t the code—it’s:
How to obtain sufficient security?

Security requires validators, capital staking, and economic incentives.
Many problems that new chains face aren’t “Where are the users?”
but rather: “Who will protect my network?”

Babylon is exploring a new direction:
Bitcoin isn’t just an asset—it can also become a security resource for the blockchain world.
In the past, we believed BTC was digital gold.

But a large amount of BTC has been sleeping for a long time—holding immense value, yet unable to participate in more of the ecosystem.
Babylon hopes to make BTC a kind of “digital security energy.”
Just like the power grid in the real world.
Companies don’t need to build their own power plants; they just need to connect to the grid.
In the future, blockchain could be similar:
new chains may not need to build a security system from scratch, but can leverage the security capabilities provided by Bitcoin.

If this direction holds, Bitcoin’s role could change:
In the past:
BTC = a store of value.
In the future:
BTC = the security foundation of the blockchain world.
In the future, countless DeFi chains, gaming chains, and AI chains may directly use Bitcoin to provide security.
The metric for measuring BTC’s value may not be limited to market cap and ETF size—but rather:
how many blockchains worldwide are using Bitcoin to provide security?
That could be the biggest imagination space for Bitcoin’s next phase.
@BabylonLabs_io #baby $BABY
Verified
Today’s U.S. stock company earnings reports, Eli Lilly, Novo Nordisk, Disney, SanDisk! $SNDK {future}(SNDKUSDT)
Today’s U.S. stock company earnings reports, Eli Lilly, Novo Nordisk, Disney, SanDisk! $SNDK
Verified
Many years ago, a wealthy man bought a mine. Every day he would go to inspect the mine shafts, but he never mined anything. People asked him: “Since you have such a fortune, why don’t you use it to make money?” The wealthy man replied: “Because the cost of opening the mine is too high and the risk is too great. If the tunnel collapses, I might not even be able to recover the ore.” This story sounds absurd. But over the past decade or more, Bitcoin has essentially been just such a “underground gold mine.” More than ten million BTC are sleeping in wallets around the world for the long term. Not because it’s worthless. But because holders are unwilling to: ❌ Deposit BTC into centralized platforms ❌ Wrap it into wBTC and take on bridge risks ❌ Hand over private keys to third-party custody So a strange phenomenon emerged: One of the safest and most scarce assets in the world, yet it’s difficult to enter the financial system. And Babylon is trying to change this state. The core idea it proposes is not to “create another BTC.” Instead, it aims to make BTC itself a form of financial infrastructure. With Trustless Bitcoin Vaults (TBV), BTC holders can use native BTC as collateral to participate in new financial applications—without wrapping, bridging, or giving up control of their assets. This means: In the past: BTC = buy → store → wait for it to rise In the future: BTC = reserve asset + collateral asset + safe asset More importantly, what Babylon is exploring is a bigger direction: In the future, what blockchains compete for may not be just liquidity. It may be who can obtain the security capabilities provided by Bitcoin. Just like gold once evolved from underground ore into a global financial reserve. Bitcoin may also evolve from “digital gold” into the foundational financial asset of the internet era. The real question isn’t: “Will BTC still go up?” But: “When BTC—worth more than $1 trillion—starts generating financial efficiency, what will happen?” @babylonlabs_io is trying to answer this question. $BABY #baby
Many years ago, a wealthy man bought a mine.
Every day he would go to inspect the mine shafts, but he never mined anything.
People asked him:
“Since you have such a fortune, why don’t you use it to make money?”
The wealthy man replied:
“Because the cost of opening the mine is too high and the risk is too great. If the tunnel collapses, I might not even be able to recover the ore.”

This story sounds absurd.
But over the past decade or more, Bitcoin has essentially been just such a “underground gold mine.”
More than ten million BTC are sleeping in wallets around the world for the long term.
Not because it’s worthless.

But because holders are unwilling to:
❌ Deposit BTC into centralized platforms
❌ Wrap it into wBTC and take on bridge risks
❌ Hand over private keys to third-party custody

So a strange phenomenon emerged:
One of the safest and most scarce assets in the world, yet it’s difficult to enter the financial system.
And Babylon is trying to change this state.
The core idea it proposes is not to “create another BTC.”
Instead, it aims to make BTC itself a form of financial infrastructure.

With Trustless Bitcoin Vaults (TBV), BTC holders can use native BTC as collateral to participate in new financial applications—without wrapping, bridging, or giving up control of their assets.

This means:
In the past:
BTC = buy → store → wait for it to rise
In the future:
BTC = reserve asset + collateral asset + safe asset
More importantly, what Babylon is exploring is a bigger direction:
In the future, what blockchains compete for may not be just liquidity.
It may be who can obtain the security capabilities provided by Bitcoin.
Just like gold once evolved from underground ore into a global financial reserve.
Bitcoin may also evolve from “digital gold” into the foundational financial asset of the internet era.

The real question isn’t:
“Will BTC still go up?”
But:
“When BTC—worth more than $1 trillion—starts generating financial efficiency, what will happen?”
@BabylonLabs_io is trying to answer this question.
$BABY #baby
I found that when semiconductor AI stocks rise, the big bread falls. Is the semiconductor AI sector about to start another blood-sucking trend? $PLTR {future}(PLTRUSDT)
I found that when semiconductor AI stocks rise, the big bread falls. Is the semiconductor AI sector about to start another blood-sucking trend?
$PLTR
AAOI can rise 40% in a single day. The Q2 financial report is scheduled to be released on August 6, so if it surged in advance, wouldn’t it drop on the report day?.. $AAOI {future}(AAOIUSDT)
AAOI can rise 40% in a single day. The Q2 financial report is scheduled to be released on August 6, so if it surged in advance, wouldn’t it drop on the report day?..
$AAOI
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