August 28 Kylin Morning News:
1. $BTC ’s consolidation isn’t over yet—it’s still around 80k. Let it shake a bit more so it can move up.
2. $ETH hit a new high of 2566 yesterday. Bitmine, BlackRock, and others added to their positions—looks like it still wants to run up;
3. $SOL makes another new high at 110—let’s see if it can hold above 100;
4. Epoch AI: OpenAI and Anthropic’s revenue is growing rapidly, with combined annualized revenue reaching $105 billion;
5. The number of trades on x402 reached 2.1 million in a day, setting a new all-time record;
6. Thinking Machines co-founder Barret Zoph returns to Google;
7. A U.S. judge ruled that it was unlawful for the Department of Defense to put Anthropic on a blacklist;
8. Bessent: In the past 14 days, the U.S. has directed 130 million barrels of oil through the Strait of Hormuz, while Iran’s crude oil exports are zero;
9. Suspected a16z fund: over two days already deployed 36 million USDC to buy 441,000 HYPE and stake it;
I thought of my own HYPE situation back then, where I got cut after getting hit by market FUD;
10. Aave V4 deposits break $800 million, with a 30% jump in a single week—looks like 140 isn’t the end;
11. JPMorgan: AI token spending is up 7% month-over-month, B200 leasing drops 1.5% at first, and DRAM spot prices have been rising for five straight months;
12. Stripe and Advent decide to abandon the acquisition of PayPal, after the bid exceeded $50 billion;
13. SemiAnalysis: HBF as a non-HBM alternative—cost and heat dissipation still have uncertainty;
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It’s all Sun Ge’s little essay for the whole community.
In the primary market, BSC, and Sun Ge’s concept are taking off. My girlfriend Jing Tian got pulled to 6 million—everything related is pumping. If this short-term heat doesn’t cool down, it’ll keep getting traded/inflated.
Looks like BSC is even more fun—not just trading the big boss meme-stock dividends concept.
The SOL chain is starting to fight back: a hundred-bagger “fone” ran out to a $31 million market cap, and it brought 30x with it—but the token issuance is still too low.
Robinhood’s PONS, AI, and other second-tier leaders are still making new highs; meanwhile all the other small gold dogs are flying.
Looks like the on-chain bull market has only just begun.
As for the alpha shanzhai: everything flew yesterday—if only there were a few more BTRs. Secondary shanzhai is a bit more conservative; it’s still half-dead and not doing much. Feels like it’s waiting for something—so we’ll take it one step at a time.
#跟着锦鲤学打百倍金狗 $币安人生
Follow Web3 Kylin Diary—buying coins that can 10x.
1. $BTC ’s consolidation isn’t over yet—it’s still around 80k. Let it shake a bit more so it can move up.
2. $ETH hit a new high of 2566 yesterday. Bitmine, BlackRock, and others added to their positions—looks like it still wants to run up;
3. $SOL makes another new high at 110—let’s see if it can hold above 100;
4. Epoch AI: OpenAI and Anthropic’s revenue is growing rapidly, with combined annualized revenue reaching $105 billion;
5. The number of trades on x402 reached 2.1 million in a day, setting a new all-time record;
6. Thinking Machines co-founder Barret Zoph returns to Google;
7. A U.S. judge ruled that it was unlawful for the Department of Defense to put Anthropic on a blacklist;
8. Bessent: In the past 14 days, the U.S. has directed 130 million barrels of oil through the Strait of Hormuz, while Iran’s crude oil exports are zero;
9. Suspected a16z fund: over two days already deployed 36 million USDC to buy 441,000 HYPE and stake it;
I thought of my own HYPE situation back then, where I got cut after getting hit by market FUD;
10. Aave V4 deposits break $800 million, with a 30% jump in a single week—looks like 140 isn’t the end;
11. JPMorgan: AI token spending is up 7% month-over-month, B200 leasing drops 1.5% at first, and DRAM spot prices have been rising for five straight months;
12. Stripe and Advent decide to abandon the acquisition of PayPal, after the bid exceeded $50 billion;
13. SemiAnalysis: HBF as a non-HBM alternative—cost and heat dissipation still have uncertainty;
------------
It’s all Sun Ge’s little essay for the whole community.
In the primary market, BSC, and Sun Ge’s concept are taking off. My girlfriend Jing Tian got pulled to 6 million—everything related is pumping. If this short-term heat doesn’t cool down, it’ll keep getting traded/inflated.
Looks like BSC is even more fun—not just trading the big boss meme-stock dividends concept.
The SOL chain is starting to fight back: a hundred-bagger “fone” ran out to a $31 million market cap, and it brought 30x with it—but the token issuance is still too low.
Robinhood’s PONS, AI, and other second-tier leaders are still making new highs; meanwhile all the other small gold dogs are flying.
Looks like the on-chain bull market has only just begun.
As for the alpha shanzhai: everything flew yesterday—if only there were a few more BTRs. Secondary shanzhai is a bit more conservative; it’s still half-dead and not doing much. Feels like it’s waiting for something—so we’ll take it one step at a time.
#跟着锦鲤学打百倍金狗 $币安人生
Follow Web3 Kylin Diary—buying coins that can 10x.