Web3菜菜子

This is my operation, can you believe it?

Last night during the live stream at Binance Square, I had the great honor of connecting with my cousin @CZ , and directly asked the most concerning and sensitive question everyone is eager to know: "CZ Cousin, what's your true take on the Meme赛道 on BSC? What are your real expectations?"

CZ's response was exceptionally clear-minded, even somewhat "counterintuitive." Below are the 3 core points I've summarized, touching on the wealth logic for the second half of BSC: 👇

1. CZ's 'Cold Reflection'

CZ openly stated he doesn't play Meme coins. Regarding the 30x returns from just $1,000, he clearly said it holds "little significance." But he emphasized: I don't play, but I absolutely don't reject it.

This sends a strong signal: the BSC ecosystem is inclusive. As long as there are users and consensus, any赛道 has room to survive. As builders, we don't need CZ to buy coins—we need his 'non-intervention' and foundational support.

2. What Is True Long-Term?

Many people see Meme as short-term speculation, but CZ sees further. He believes the key to a project's longevity lies in two factors:

People using it and people following it—this is also my consistent logic: the end of Meme is culture and consensus. A Meme without application is just a bubble; a Meme with consensus is an asset.

3. Infrastructure Is the Hard Truth

CZ mentioned that the popularity of Meme coins poses a major challenge to BSC's decentralized real-time data scraping and system smoothness. He is focusing on 'building tools.' This means future opportunities on BSC aren't just about the coins themselves, but also about DEX optimization, on-chain tools, and infrastructure supporting this traffic.

This live interaction with my cousin was incredibly insightful. Just as @cz_binance often says: "Focus on building." Whether it's Meme or any other赛道, builders should be where the traffic is.

Thank you again, CZ, for your sincere sharing! I hope we can have another conversation soon!

@Yi He @币安广场 @sisibinance @币安Binance华语

#币安 #Binance #币安钱包 #Strategy增持比特币

Stop simply defining @Dusk as a “privacy blockchain.” Its ambition is actually to build an on-chain infrastructure for regulated financial assets.

#油价小幅走高 #Anthropic早期IPO会议未谈估值财务

Stop simply defining @Dusk as a “privacy blockchain.” Its ambition is actually to build on-chain infrastructure for regulated financial assets.

Most public chains achieve block confirmations only probabilistically, but the Succinct Attestation consensus used by Dusk enables deterministic single-block finality—once a block is finalized, settlement is complete and it will never be rolled back. For institutions and traditional finance, addressing the settlement pain point of “transactions that can’t be reversed” is far more critical than merely chasing speed. What’s even more hardcore is that it uses zero-knowledge proofs (ZKPs) so that while nodes “blindly inspect” the legality of transactions, it fully binds privacy verification to decentralization.

Together with Dusk’s dual-track architecture—Moonlight transparent accounts and the Phoenix concealment mode—Dusk can both protect public privacy and provide auditability via an audit Viewing Key to satisfy regulators. Compliance, privacy, and deterministic settlement are all packed into the same technical stack. That is the real threshold needed for large-scale deployment of on-chain finance.
#dusk $DUSK

Dusk's landing progress is definitely worth continued attention.#美国7月PPI持平

Last time’s event got me a $2,000 reward—honestly, it’s pretty great. But what truly made me willing to continue tracking @Dusk is the change in my view after re-reading the whitepaper and gaining a better understanding of its underlying logic.

There are many RWA projects, but Dusk never intended to just talk empty promises from the start. It uses ZK for privacy protection at the core, while also keeping compliant audit interfaces; it both meets institutional requirements for position privacy and perfectly integrates with Europe’s MiCA regulation—directly solving the biggest pain point of putting traditional finance on-chain.

Plus, with DuskEVM going live on the mainnet, it directly supports the Ethereum ecosystem. This multi-layer architecture doesn’t trap itself in a privacy-only niche, and it gives traditional assets the infrastructure for fast settlement—its direction is very solid.

If I had to say what $DUSK ’s most imaginative application is, I wouldn’t just say “tokenizing assets on-chain.” I think one day, it could enable seamless, compliant 24/7 secondary trading on-chain for everything from traditional government bonds to top private equity.

After spending enough time in the crypto space, I’ve increasingly come to favor projects that have real demand backing them. With AI everywhere, there isn’t much genuine analysis anymore. Although this is partly just to fill space for the event, Dusk’s delivery progress is definitely worth ongoing attention. #dusk $DUSK

Just after the Beginning of Autumn, Binance has extended the USD1 × WLFI campaign again until September 4.

This is already the 8th round, and the prize pool has been increased directly to 170 million WLFI tokens.

The rules are still effortless:
If you hold USD1 in a spot, funds, margin, or USDT-margined contract account,

no locking, no pledging—rewards are credited automatically every week, with an estimated annualized return of about 5.3%.

On the contracts side, keep it at 300 USD1 or more to get an additional 1.2× bonus.

Compared with calculating the annualized return, what truly moved me is that this has been going on for more than half a year. In a crypto market filled with FOMO and frequent trading, it turns “holding stablecoins” into a daily practice that continuously generates cash flow.

The capital that I originally planned to just hold still can quietly earn returns by sitting in the account—this experience is genuinely comfortable.

Of course, the rules still need to be clarified: loans are counted in their converted value, wealth-management accounts do not count, and the 1.2× bonus requires an hourly snapshot.

It’s not risk-free, but the platform uses token subsidies to provide liquidity and support application scenarios.

Where USD1 is most valuable is that it turns “earning just by holding” into a habit that can be sustained long-term.

It’s round 8—keep leaving it there. Keep building.

All content in this article only represents the author’s personal financial logic, observations, and thinking, and does not constitute any form of investment, financial, legal, or tax advice. NFA. DYOR.

#美联储加息分歧加深 #美国7月非农意外下降

Since I started with USD1 Finance from Episode 1, I’ve been holding on to it ever since—it's already been more than half a year.

No matter how sluggish the market gets or how wildly the big coin swings, the returns on the portion of $USD1 in my account have never stopped. It’s been far steadier than charging in blindly myself. At the very least, it can cover my daily expenses, and it also lets me stay patient and keep an eye on the market during the bear market.

I’ve used BTCUSD1 contracts, and I’ve also written related content. For every additional use case USD1 gets, I basically test it for myself first, then share my real feelings and experience.

So when Sister Jia, @Jiayi Li , announced another round of refills, it honestly felt really warm.

Event info:

Time: August 4 – August 8 (5 consecutive days)
Prize pool: 20,000 USD1 total + 600,000 $WLFI (while supplies last)

How to play:

On the Binance Square live stream / discussion threads about WLFI or USD1-related content, Sister Jia might randomly drop in to give rewards

The Chinese chat room will drop red packet codes from time to time—only people who are there can grab Jiayi朋友们WLFI USD1专场

Square will also gradually release more surprises and public red packets

Not many people are willing to keep organizing events in a bear market and bring everyone back together. Thank you, Sister Jia, for maintaining this for the past half year. And thank you to USD1 for giving us a use case we can keep relying on long-term.

I’ll keep using it while recording my experiences and staying tuned to the market.

3 a.m. scrolling Discord almost killed my phone! A project building BTC infrastructure—yet it has 3,000+ people online at the same time?

But when I open the wallet, the $BABY from staking has plummeted to 0.0116 U. My heart sank even more. Back then, I locked BTC, earned points, and waited for the airdrop—only to have the tokens released in batches completely smash through the secondary market. Retail investors really turned into the ones left holding the bag.

I have to say, @BabylonLabs_io makes people both love and hate it.

On one hand, the tech is genuinely hardcore: isolating UTXOs is like giving BTC its own “single rooms.” Taproot coordinated signatures help prevent a re-staking black box from getting compromised. It doesn’t cross-chain, doesn’t custody, and can make big holders feel at ease.

But on the other hand, after the 1% annualized interest is taken out—once gas fees are covered—there’s barely anything left, and you still have to bear the risk of protocol vulnerabilities. If the EOTS mechanism malfunctions and a node gets it wrong and wrongly penalizes someone, what then? And the B-side PoS client ecosystem is also pretty narrow.

Even if TVL is higher, that’s just protocol data. The coin price you hold—that’s your real return. #baby

These past couple of days this crappy market has really been messing with me—ETH and SOL have been whipping back and forth, and it directly wiped out a big chunk of my earlier floating profit. Honestly, when I saw the gains give back, my hands were so itchy I just wanted to forcibly interfere: did I set the parameters wrong? Should I manually close positions and adjust the strategy?

In the end, I still clenched my teeth and held on, letting @0x_aix keep running according to the original rules. After three or four days of choppy consolidation, my account returns actually started creeping back up again. It didn’t bring any overnight-fortune miracle, but the biggest takeaway is: this time, I didn’t break the original system just because I was impulsive for a moment.

I also fed it two new ideas—for example, enter trades only when volume expands together with a moving-average breakout, and when volatility is high during the night session, automatically cut the position size in half. Before, these thoughts could only stay in my head. If I tried to turn them into code and hook them up to an API, it would probably drive people crazy. But now I just talk to AIX in plain language, and within a few minutes it breaks it down into concrete rules and rolls them out. Every night before bed I tell it, “Be careful tonight,” and in the morning I see it handle stop-losses when they should be done, add to positions when they should be done—very crisp execution.

For me, the pain point of AI trading has never been “finding some so-called risk-free prediction,” because nobody can predict the next candlestick. Its core value is combining the large model with professional data models—turning the ideas in my head into rules that can actually be implemented, and then executing the mechanical, emotion-prone monitoring and risk control for me. In the future, the core competitiveness of traders may no longer be staring at the chart every day and guessing blindly, but whether they can build a stable strategy system of their own.

Keep it running—if there are new developments later, I’ll update.

All content in this article only represents the author’s personal financial logic, observations, and thinking, and does not constitute any form of investment, financial, legal, or tax advice.#韩股KOSPI早盘上涨15.13% #韩国股市盘中创纪录涨17%

Don’t think USD1 is just another stablecoin in the market—it’s doing a lot more.

In the past, people made money with USDT, and the profits all ended up in the issuer’s pocket. USD1, on the other hand, is all about “spitting the profits back out”:

For retail users: Binance’s deposit/hold activity has been extended to August 7, offering a 5.56% reference APR plus a WLFI prize pool of 165 million, with extremely low entry requirements;

For large capital / nodes: Super Node directly locks up 50 million WLFI, keeping the market-making profits inside the ecosystem and cutting off external arbitrageurs from free-riding;

For the future of the ecosystem: By using AgentPay, USD1 attaches a USD1 wallet to AI agents—machines handle the payment and transfers themselves, and you set the security limits.

It doesn’t just let you “lie back and earn yield.” It also locks liquidity with “node co-building,” and even lays the payment pipeline for the AI era. The way it plays stablecoins has really been taken to a new level.

Binance’s promotion is only in its last week now—plan your fund timing and DYOR.
#苹果芯片短缺拖累销售预期
#韩国股市盘中创纪录涨17%

BABY—Is this coin really worth paying attention to? Is it just about staking APY?

To be honest, when I first heard this question, I paused and thought it through too. These days, there are too many projects in the market whose token logic is overly simple and blunt:

Issue rewards → attract users to stake → stimulate the price in the short term.

When APY is high, it’s lively. When APY drops, the hype cools down immediately. But if a project wants to truly last long term, the most core question has never been “how high the APY is.” Instead, it’s: can this token continuously capture value from ecosystem growth?

@BabylonLabs_io
’s BABY is actually positioned more as an infrastructure token. It’s not just a staking-reward tool—it’s the core asset that powers the Babylon Network, playing key roles such as Gas, governance, and staking security. As the Babylon ecosystem continues to develop, and more and more BTCFi applications connect (lending, stablecoins, derivatives, and more), demand for transactions, security needs, and governance needs on the network will all rise in tandem. These real use cases are the critical source of BABY’s long-term value capture. Compared with relying solely on staking rewards, I care more about one question: is there truly real economic activity forming around it?

What Babylon is trying to do is to truly connect BTC’s security to the foundational infrastructure of the on-chain financial ecosystem.

If, in the future, BTC is no longer just held long-term, but instead enters more financial scenarios and creates actual flows, then as the network’s core asset, BABY naturally has a chance to receive feedback from ecosystem growth. So when looking at BABY, what’s worth tracking over the long run comes down to two things:
Can Babylon truly become an important piece of infrastructure in the BTCFi era; and how much real value will actually flow through this network in the future.

The value of infrastructure is never built by stacking short-term APY. It’s accumulated bit by bit from real economic activities that happen within the ecosystem.#BABY $BABY

The recent market action has left people mentally exhausted. Miss one beat and you get “taught a lesson” by a choppy range.

In fact, once you’ve been trading for a while, you know the hardest part isn’t understanding indicators—it’s whether you, sitting in front of the screen, can defeat human nature. I used to use some so-called AI analysis tools too, but most of them just give you a price point or tell you bullish or bearish. In the end, placing the order, watching the chart, holding through positions, and cutting losses are still done by me. Once you’re in floating loss, people easily get “carried away”—either blindly tweaking parameters or stubbornly refusing to let go. In plain terms, it’s still about whether you can beat your emotions.

That’s also why I’ve been using AIX lately.

For me, its most core pain point is solved by a closed loop from “idea to execution”:

Natural language to strategies: Before, if I had an idea, I still had to write code, connect APIs, and debug for hours. Now I just speak plain language to AIX: “When the volume suddenly expands and breaks above the moving average, enter,” or “When the after-hours session is volatile, automatically cut the position in half.” In a few minutes, it can break those into rules and run them. It completely removes the hassle and barrier of coding.

Use algorithms instead of manually watching the charts and handling risk: These days, SOL and ETH have been getting beat up on both the long and short sides. At one point, the account saw nearly an 8% drawdown. If it were before, I would’ve been unable to resist and interfered manually. But this time I held my ground and let it run according to the original preset logic. After a few days, the floating profit slowly climbed back up, and now it’s hovering around 28%. No overnight fortune, but the feeling of “not getting emotionally hijacked during wild swings” is far more reassuring than randomly tinkering and playing trades myself.

Actually, there’s no such thing as a universal model that can accurately predict the next candlestick. AIX’s logic is closer to real trading—it helps the model understand human expression, lets the financial model process price/volume data, and then automatically switches scheduling based on whether the market is ranging or trending. Different models do different jobs, turning subjective ideas into automated discipline.

The strategy finds opportunities, the system executes mechanically, and risk control protects principal. By saving time otherwise spent watching the charts and suffering under emotional strain, you can truly put your energy back into life.

Keep running it to see how it goes—I'll update everyone with the final results later!

(Personal real-world testing and sharing; not investment advice)#韩国拟暂停可疑加密账户支付 #韩国股市因三星财报反弹

In the Babylon vault, once someone initiates fraud, about 100KB of data must be generated. This isn’t redundancy—it’s because Bitcoin’s Script does not natively support OP_SNARKVERIFY.#华尔街争售SpaceX挂钩避险产品
#韩国限制杠杆ETF交易

After watching too many project audits, I’m focusing on the pledge logic now. The first thing I look at is this: #韩国限制杠杆ETF交易

In the Babylon vault, once someone initiates fraud, you must generate about 100KB of data. This isn’t redundancy—it’s because Bitcoin Scripts do not natively support OP_SNARKVERIFY.

Developers can only use hash-based Lamport signatures, along with signatures for ZK proofs and the public inputs, so that the mainnet can “understand” modern ZK. The party withdrawing funds must expand the proof logic into 100KB of underlying hash preimages and publish it on-chain—this is the minimum theoretical information quantity and the extreme compromise to achieve trustless verification without changing consensus rules.

If every routine cross-chain withdrawal consumes 100KB, the Vault ecosystem would instantly fill the mainnet and die from congestion. The real significance lies in establishing an optimistic verification paradigm: mostly nothing goes on-chain during normal operation, and only challenges submit data. In the Babylon team’s mainnet testing, the challenge cost is precisely compressed to $93 (a major optimization over the earlier BitVM2 in BitVM3), greatly lowering the barrier for retail users to enter trustless cross-chain borrowing.

But $93 is a hard metric under a specific Mempool fee rate at a specific moment. In a bull market, during the inscription/rune craze, fee rates may surge 10–100x. If the margin is still set according to low-period standards, the defense cost would far exceed the default penalty, and the anti-malicious game would collapse instantly. Therefore, a dynamic margin mechanism tightly coupled to the mainnet’s real-time fee rates must be introduced, so the system remains robust even under real congestion.$BABY #baby

By connecting the minimal bridge between ZK succinctness and Bitcoin’s rudimentary base opcodes, we’re turning native BTC into a truly programmable trustless collateral.@BabylonLabs_io

I just saw the news: Binance USD1’s WLFI airdrop activity has been extended again—it's now pushed all the way to August 7!

I thought this round might be wrapping up, but the official team directly granted an extra half month of added time. The prize pool is still 165 million $WLFI, and the rules haven’t changed at all—just having USD1 in your account automatically counts toward your weighting. There’s no need for locking, and no complicated steps or tedious operations. It’s truly an effortless “lie back and earn.”

I’ve been holding and participating myself, and based on the current calculation, the implied annualized return is roughly around 5.5%. In today’s market environment, stablecoins offering this kind of yield is actually quite a good deal.

Quick tip to maximize your earnings:

If you’re already trading contracts or using leverage, as long as you keep your open position size at 300 USD1 or more every day, you’ll get a 1.2x bonus automatically. Your funds are already working—just grab an extra share of the airdrop with zero additional operational cost.

For friends who were previously on the fence: now you’ve got plenty of time—if you’re interested, go take a close look at the official announcement.

#GrubMarket保密提交美国IPO申请

To be honest, I used to think using AI to trade was probably just another “sounds cool, but is actually useless” gimmick. After all, there are so many concepts in this space—AI-level predictions, automated quant trading—and most people end up paying tuition to the market.

But recently, I really took money and ran it @0x_aix, and my mindset has genuinely changed.

I actually put 1 SOL into it and ran live trading. These days I just happened to catch an extremely torturous choppy market.

If it were before, I’d probably have already lost control of my emotions watching the chart—when it pumps I’m afraid of missing the breakout, when it dips I stubbornly hold and refuse to cut losses, and in the end, when I review the trades, I find that my account was basically wiped out by my own “on-the-spot performance,” reshaped by greed and fear.

But the most straightforward feeling over the past few days is this: it really has no emotions at all.

What’s the most hardcore part?

It’s not that it helps you predict up or down. It’s that it turns your trading logic into a cold, emotionless execution machine:
No-code barrier: You don’t need to know Python or mess with APIs at all. Just feed it your idea in plain language—“enter on a breakout above the previous high, exit when it breaks below the moving average, and strictly cap loss per trade at 1%.” In an instant, it translates vague thoughts into precise rules executed at millisecond speed.
Cold independent risk control: No matter how excited or panicked you are during the trade—once price touches the predefined drawdown limit, it closes the position immediately without any hesitation, and it doesn’t give you any chance to say “just wait and see.”

After running for three days, the account is only slightly in the green for now. It obviously won’t make you rich overnight. But it solves the most fatal pain point: protecting you from human weakness.

In the end, what most people lack isn’t really the strategy—it’s execution. If you throw the inhuman work of watching the charts and managing risk to a ruthless machine, then you only need to spend your effort on thinking through the logic and reviewing trades. Offloading uncertainty to rules—this sense of calm is, in my view, the most practical value of AI tools.

For logical breakdown only, not investment advice (NFA). DYOR
#GrubMarket保密提交美国IPO申请

After auditing too many projects, I now focus on the pledge logic. The first thing I look at is one question:

Who actually has control over the assets? In too many projects, the root cause of hidden risks is relying excessively on “insider self-discipline” in the permission design.

Once that assumption is broken, no matter how elegant the code is, it won’t help. After digging deeper
@BabylonLabs_io ,
there’s only one point that truly moved me:

Native BTC collateral. The assets don’t need cross-chain transfers or custody. The private key stays in your hands from start to finish.
In simple terms: your BTC is locked in Bitcoin’s native script, like sealing a treasured bottle of wine inside your own cellar—your key is always yours. It relies on Finality Providers to provide finality attestation to the PoS chain remotely.

If the service provider acts maliciously, the only thing reduced is the yield—your principal remains safe.
Slash penalties are executed automatically by the Bitcoin script. The rules are fully transparent on-chain, with no black boxes. Some people compare it to EigenLayer, but I think it’s actually aiming at the custody model in traditional finance.

Previously, if you wanted to release BTC liquidity, you either had to hand it to centralized platforms or turn it into a mapped asset—both come with extremely high trust costs.

Babylon uses BitVM3 + zero-knowledge proofs to let BTC participate in on-chain finance without transferring control. The risks also need to be stated clearly:
The operational threshold isn’t low—every step requires your attention;
The team + the early allocation share aren’t small, so the later unlock and potential sell-pressure are worth watching. Therefore, it’s more suitable for people who plan to hold BTC long-term and prioritize keeping the principal safe,

Not for retail users hoping to frequently enter and exit in the short term. I won’t put the core BTC into it myself.
And don’t just chase it because of TVL. First, figure out the unbonding period and the penalty conditions.
The long-term value of $BABY ultimately depends on how many BTC holders are willing to delegate their security influence without relinquishing their assets.

The market will always remember just one thing:
If you can’t understand the rules, that’s a potential risk. $BABY #baby