半只猴子

7u Challenge to a Billion!

Day 6
Principal: 7u, Target: 1 Billion
Current profit: 190u
Survival cost spent: 80u
Remaining: 120u

The power company催缴 electricity bills yesterday; I sold 45u. A few days ago I spent 15u on meals, and today I used 20u to buy groceries—survival costs totaled 80u.

Next-step approach: making the principal is the most important. Right now I’m mainly writing content; 100u is enough to start going hard on a microcap!!!

Recently, $BTC pumped and then pulled back; I’m optimistic about the next bull market. These days, Bitcoin has been pumping too hard—pulling back a bit is completely normal.

Now I have 100u. I’m preparing to go all-in on microcaps listed above, $BNB . There are two coins—one coin will be pushed with 50u first.

#比特币64亿美元期权将到期

Crypto Trading Circle: 4 Top-Level Traders

1. Ten Boss @十老板 , account funds: 20 million USD. Currently, three short positions are up by 7.5 million USD.

2. Huanggua Cat @0xPickleCati . Highest profit in live trading exceeds 50 million USD. With 90,000 USD he went long on Bitcoin $BTC and got trapped; he is currently holding through the position. However, profits are still above 25 million USD. Profits from US stocks exceed 40 million. He said: “I brought the money in October—come to the crypto circle and buy the dip.”

3. Billionaire Brother @Jason leo133 , account funds: 150 million USD. Currently opening a long position at 78,000 to 79,000, around 100 million USD.

4. Blue Oldster @48ClubIan , account funds: 350 million USD, mainly spot trading. Recently bought UNI.

Note: All the traders above are trading live!

What do you think about buying $ARB ?

Because the Robinhood chain $HOOD suddenly became wildly popular—since it’s a dedicated chain built on the ARB chain, according to the protocol Robinhood needs to give about 10% of its revenue to ARB.

Yesterday, Robinhood revenue surged to $1.9 million. At 10%, that’s $190,000 to ARB. This amount is hardly enough to pump ARB, and besides, ARB is also facing an unlock.

Why not just buy the source PONS that made Robinhood revenue explode? It takes up 50% of the revenue on the Robinhood chain, and 80% of the revenue is used to buy back and directly burn.

Look at them—only a bit more than a month of trading, market cap already reached $400 million, and the burn is already approaching 30%. Isn’t this a super dark horse?

Also, $UNI is still pretty good. I’m envious—over half of the profits also come from the Robinhood chain. The buyback and burn may be less, but at least there’s still some of it.

Crypto’s three biggest money-printing machines. If you don’t know what coin to buy, check these three!

1.$UNI DEX core profit model trading fees

In the past 24 hours, protocol fees reached $9.18 million. The daily buyback and burn count exceeded 100,000 tokens, totaling $555,500.

2.$PUMP Launch platform

In the past 24 hours, protocol fees were $5.98 million, revenue was $2.16 million, and the estimated buyback and burn amount was $1.08 million.

3.$HYPE Perpetual contracts

In the past 24 hours, protocol fees were $2.49 million, revenue was $1.93 million. In the past 24 hours, 22,900 HYPE tokens were burned, totaling $1.9276 million.

As soon as the market turns, you’ll see the protocol income of these three money-printing machines explode, along with their token buyback and burn numbers.

Among them, HYPE has the most aggressive buyback and burn, while UNI’s is a bit weaker.

💰 Three major crypto coin printing machines—so powerful

Just finished looking at the fee income rankings—these three are basically walking coin-printing machines——

🥇 Uniswap$UNI
24-hour fees: $9.18 million
30-day income: $102 million; income over the past year: $845 million

🥈 pump$PUMP
24-hour fees: $5.98 million
30-day income: $142 million; income over the past year: $1.11 billion

🥉 pons first makes the list
24-hour fees: $4.73 million
30-day income: $31.0 million. It only launched on the Robinhood chain in July this year; cumulative income: $46.27 million. Today it overtakes $HYPE and successfully enters the top three on the list for the first time.

UNI’s income has surged over the past 24 hours, mainly benefiting from the booming trading activity on the Robinhood chain.

If you had to choose one of these 4 coins to buy long-term, who would you pick?

7u Challenge: one hundred million—Day 11, I became the #1 top whale couple for climbing the Empire State Building!

7u Challenge: one hundred million!
Day 11
Principal: 7u, target: one hundred million

Current profit: 250u
Survival cost spent: 250u
Remaining: -100u

With a principal of 7u, I recently made 250 US dollars—about 1,600 RMB. Then it all got spent on things like food, electricity bills, and everything else.

The principal is gone again, so why is it negative? Watch and you’ll understand.

Yesterday while I was scanning chains, I noticed the wallet activity of that Russian couple who were trending worldwide not long ago—climbing the Empire State Building with their bare hands, holding up a peace sign on the spire while proposing, and going viral.

Back in October 2015, the female lead Angela posted a meme on $PUMP . But at that time they still hadn’t blown up. This coin didn’t even “graduate”; it just went cold.

Until 2026, when they climbed to the spire of the Empire State Building to propose, and the whole world was flooded with the footage. The market instantly did archaeology—digging up this old meme, and the creator fees jumped to 19,000 US dollars.

Maybe she was afraid it would affect a court case, so Angela quickly clarified on Twitter: “This meme has nothing to do with me personally.”

Then ten minutes later, she quietly went to collect the creator fees.

🤡 Someone immediately became a CTO—made a website, Twitter, TG—then changed the creator-fee address to his own wallet. Didn’t expect that after receiving a few hundred dollars in creator fees, the CTO also deleted the tweet and ran at full speed.

You think that’s the end?

Yesterday, I monitored and saw Angela’s wallet post another meme on pump.

This time… you in or not? In, of course—if you don’t, then I will! 😂

But I already have no principal left. I called a friend—he borrowed 100u and went all-in.

So right now, not only is there no principal, I’m actually in debt by 100 US dollars—and the coin has also dropped.

Good news: everyone in front of me sold. Now I’m their #1 top whale!

Just looked at the data, guys—everyone’s too rich, right?—

In the last 24 hours, $392 million in liquidations worldwide, 95,000 people liquidated, averaging $4,000 per person. The scene is extremely brutal.

🔥 Long vs short slaughter—who’s worse off?
1 hour: Longs $5.7 million vs shorts $1.31 million—longs sent “breakfast money” first.
4 hours: Longs $199 million vs shorts $15.5 million—longs were blown up in their sleep.
12 hours: Longs $261 million vs shorts $94.36 million—bulls got pinned to the ground and rubbed.
24 hours: Longs $272 million vs shorts $120 million—longs are crying.
Largest single liquidation: Ethereum $6.1292 million—worst of the whole room!

💸 “Contribution chart” by coin
$ETH : $123 million—Ethereum really showed up and became the “liquidation king.” No arguing.
$BTC : $86.54 million—Bitcoin couldn’t hold up either; the market maker says smash it, and it gets smashed.
$SOL , XRP: together nearly $45 million
A few traders who went long on the live order book last night—did they manage to hold through it? Lately the market volatility has been getting bigger and bigger. When you open a position, make sure you’re ready with stop-loss. As long as you still have capital, there’s still a chance!

Will Bitcoin go up even more?

First, the conclusion: yes, brother!

Last night, Powell’s remarks reinforced expectations of rate hikes. The most direct effect of a rate hike is that market liquidity decreases. So last night, whether it was the crypto market or the U.S. stock market, everything collectively turned down.

The impact of rate-hike expectations caused Bitcoin to drop from 80k to 77k. You can see how significant its influence really is.

For the crypto market: in the short term, it’s driven by sentiment; in the medium term, by capital; and in the long term, by narratives. Rate hikes are at least a medium-term level of impact.

But even more than the medium-term effect is the long-term one—Bitcoin’s biggest long-term narrative: the halving. $BTC The supply is halved, meaning selling pressure decreases. For miners, however, the mining cost effectively doubles.

If Bitcoin has fundamentals, then mining cost is part of its fundamentals. From that perspective, Bitcoin must rise. Current mining costs are around 60,000 USD; after the halving, the cost is at least 120,000 USD.

So in this bull cycle, Bitcoin is conservatively 150,000 USD, and a high of 200,000 USD isn’t impossible. But to reach those prices, the process will be tough.

You might think this is pointless—when the market isn’t doing great, confidence matters more.

First, you have to learn to see it—because only once you see it can you do it! #比特币24小时跌3.4%至7.74万美元

I was wondering why SOL wouldn’t fall—it’s basically getting double deflation.

I was monitoring and got a prompt: SOL rallied 1.6% within 180 seconds.

I was still watching the candlestick charts, trying to figure out why SOL was so resilient.
Then I checked the news—right after the community vote just wrapped up: the inflation rate was cut in half, and the amount of SOL issued over the next six years will be reduced by 18.9 million.

18.9 million—do you know what that means?
Right now it’s $SOL for a $100 per coin, roughly $2 billion—give or take.
It’s like directly removing $2 billion worth of potential sell pressure!

If you hold SOL, you can give yourselves a round of applause.
After all, nobody wants their coin diluted too fast by inflation.

Jiang Zhuoer: If it weren't for trading discipline holding me back, I would already be going long $ETH !

I didn't say that — he said it himself in a tweet.

Yesterday's ETF data came out:
BTC saw $242 million in inflows, and ETH saw $234 million.
At first glance, the numbers look about the same, but if you think about it — ETH's market cap is less than one-fifth of $BTC , yet its inflows are almost catching up.
It's like a small guy arm-wrestling a big guy and nearly winning.

His original words were: a high-level consolidation with lows continuously being raised — very stable, and at any moment it could launch another wave higher to squeeze the shorts!
Then he added: if it weren't for trading discipline forbidding leverage, I would have wanted to go long ETH too.

When a veteran crypto miner can squeeze out a statement like that, it basically means: go all-in on ETH now!

Industry major news: Ethena plans to bring the crypto arbitrage playbook to the stock market.

Their core strategy before $ENA : mainly spot-perpetual arbitrage in Bitcoin and Ethereum. Buy spot, short contracts, earn funding rates; at its peak, they handled a scale of $8 billion.

After announcing four ecosystem updates yesterday, today they said they are now setting their sights on the stock market.

First, if the total market cap of the crypto market is $2.5 trillion, the traditional stock market is $150 trillion. The underlying assets in the stock market are much larger.

Second, and most importantly, the returns! The average funding rate for stock perpetual contracts is as high as 15-20%.
Not only is that more than five times Bitcoin’s rate, but it is also almost uncorrelated with the crypto market’s trend. It allows them to earn yield while diversifying systematic risk.

Finally, Ethena’s strongest moat is not the strategy, but the experience.
Over the past 2.5 years, they have processed $30 billion in minting and redemption, with zero bad debt to date.

As you can see, ENA’s price has surged from 0.08 to 0.17 in the last ten days, and some smart money has already started positioning.

In the coming weeks, the first batch of partners will be officially announced.
If this path works, USDe will no longer be just a crypto stablecoin. I recommend everyone keep an eye on this coin; if they can successfully expand into the stock market, the whole narrative becomes much bigger, and it could see explosive growth!

The big players are quietly positioning themselves. They just spent $13.55 million USD and bought 5,425 units of <keep>$ETH </keep>

Right about half an hour ago.
Average price: $2,498 USD.

A deal worth over $10 million in one go—without even blinking, they just threw it in.
For this location, the kind of person who dares to enter with $13.55 million isn’t simple.

When it comes to buy orders at this scale, there are usually three types of people:
First, those who know something;
Second, those who are desperate and want to take a gamble;
Third, those who have so much money they don’t need a reason.
So which one do you think he is?

Do you have friends like this—who, no matter bull or bear, only recognizes one coin?

In 2021, a friend of mine just entered the crypto world and knew nothing.
I casually said, “Buy a bit of $SOL .”
Back then it was around $70.

A few days later, it surged to 150.
Everyone was stunned—“Is it really that easy to make money with this?”

Later, SOL hit over 200, but at 150 he sold everything.
He said “I’m not greedy” out loud, but deep down he regretted it a bit.

Then the so-called “bomb head” issue happened, and SOL kept getting hammered—from over 200 all the way down to below $10.
He didn’t even look; he just played dead and quit the scene.

Until 2024, when SOL surged back again.
He redownloaded the exchange, and without saying a word, he still bought SOL.
When it climbed to 200, he liquidated all his holdings at once.

Later, I thought he would come up with some new tricks.
Turns out he didn’t.
He trades contracts, but only SOL. Even looking at other coins is too much for him.
When I asked why, he said, “This was the first coin that made me money. I only trust it.”

Sometimes I find it pretty moving—
With such a big crypto world, some people chase the hot spots every day, while others just do one thing.

Someone asked me how my friend did with contracts later? I can only say—
That’s another story.

With my 1/4.5 worth of assets

I tipped you.

Sun Yuchen is still way too impressive—one piece of gossip got $TRX blasted all the way to the top of the trending list; also, my classmates group chat that hasn’t had anyone in it for years suddenly became lively—everyone’s munching on his gossip.

Watching their chat is so hilariously amusing that I can’t bear to interrupt them, so I just quietly watched.

Some industry insiders say that because of this gossip, over the past couple of days lots of people have poured into the crypto market, which is also kind of good news for the crypto market.

Besides, don’t you ever wonder: actually, Sun Ge’s main foundation has always been TRX. At present, the total market cap of USDT is over 180 billion USD, and about half of that—roughly 90 billion USD—runs on TRX.

Every day, these USDT transactions and transfers bring Sun Ge in more than a million dollars in revenue. If we’re talking about real confidence, it’s TRX that’s his true backing.

#比特币守于7.94万美元

Which brother got liquidated and blown out by Ethereum $ETH

Just got done brushing the data, and this round is yet another nightmare for the shorts—

Total liquidations in 24 hours: $426 million

Long liquidations: $172 million

Short liquidations: $254 million (60%)

The largest single position was $12.4 million. I want to know how this brother is doing. Since you’re using Binance, if you see this post, come out and tell us what you’re feeling right now—share it with the brothers.

💰 Three major crypto printing presses—do you know who they are?

I just finished looking at the trading fee income rankings, and these three are basically walking money printers—

🥇 $PUMP
24-hour fees: $7.92M
30-day income: $131M USD; recent one-year income: $1.097B USD

🥈 Uniswap$UNI
24-hour fees: $4.25M
30-day income: $88.96M USD; recent one-year income: $831M USD

🥉 Hyperliquid$HYPE
24-hour fees: $3.56M
30-day income: $64M USD; recent one-year income: $958M USD

Don’t be fooled—HYPE is only third today, but its token buyback is definitely first; the worst buyback is uni—it might be a good company, but it basically has no shareholder equity.

If you had to choose one to buy long-term among these three coins, who would you pick?

#比特币守于7.94万美元

A giant whale is quietly accumulating! Suspected a16z has crazily bought 440,000 HYPE tokens in just two days, and the unrealized profit is already over $80 million 🤑

Brothers, something big is happening! The largest $HYPE holding institution of suspected a16z has already been sweeping in large quantities.

Over the past two days, they converted 36 million USDC into 441,000 HYPE tokens and staked them in. The average buy price was $81.6.

And the buying is still ongoing—just transferred another 12 million USDC in preparation to keep buying.

Let’s sort out the key numbers:
👉 Current total holdings: 4.826 million HYPE, worth about $404 million
👉 Overall average holding price: $66.1
👉 Based on the current market price, the unrealized profit is already as high as $84.9 million

You should know, this big guy already bought $24 million back in June. Looking back now, that was the bottom zone.

Why are the bigwigs so bold about buying?
I dug through the materials and found a few key points:

① The buyback mechanism is hardcore

Hyperliquid recently activated the reserve yield program—about 90% of cost-adjusted earnings are directly used for buybacks. It can generate about a billion dollars in buy-side demand for HYPE every year.

② Rising expectations for regulation

They’re already working on a compliant pathway. This is a compliance-driven benefit—once implemented, incremental capital will flow in.

③ Staking rewards + trading discount double boost

Staking not only brings annualized yield, but also grants fee discounts. For large holders, the cost-effectiveness of holding HYPE long-term is extremely high.

It shows top institutions are betting on the future of this track—but whether we should follow is something we have to decide for ourselves.

Billionaire Brother has gone long on Bitcoin $BTC

Currently, Billionaire Brother is holding $150 million and has added long positions in Bitcoin in the 78,000 to 79,800 range.

According to what he has already said, he has increased his position to two-thirds of his holdings, and he also believes that before Bitcoin reaches 100,000 in this round, it will be very hard to see a decent pullback!

I criticized his two short positions earlier, and his own reply to me was that he had already cried bitterly. Now he has adjusted his mindset, let us keep watching!

Couldn't think of any scandal involving Sun Yuchen, yet he got $TRX onto the hot search #1.

Off topic: Brother Sun holds a large amount of TRX. Publicly, he only has wallets showing $ETH and various other coins worth $600 million.

Authoritative media reports that Brother Sun's net worth is $8 billion, i.e., 56 billion yuan. Of course, net worth isn’t the same as the cash he can actually access, but for the sake of comparison, we’ll use net worth.

$30 million is equivalent to 0.053% of 56 billion yuan—what does that even mean?

In other words, if your net worth is 10 million, then it would be roughly 5,300 yuan spent on your girlfriend. Is it clear enough? After doing the math, I want to say—Brother Sun really is stingy!!!
#比特币守于7.94万美元