Binance Square

听澜321

Square Verified+
深耕web3领域多年|web3知识科普博主|承接KoL宣发&项目推广 | 直播AMA项目合作 |深耕社群互动领域|直播(Live):10:00-14:30|💖X:@hpr2008
Open Trade
High-Frequency Trader
5.8 Years
3.7K+ Following
85.2K+ Followers
46.2K+ Liked
Posts
Portfolio
PINNED
·
--
🌺 During this vote campaign, I met so many wonderful people 😭 Today, I want to make a post about one of them (and I just realized I hadn’t even followed him before—how embarrassing 😭) So many people sent me messages, but I only just saw his after I finished streaming… On this poster, the only thing I can make out is my profile picture. I can’t understand any of the other text, but behind those words I can’t read is everything he quietly did, without seeking credit or expecting anything in return. But kindness doesn’t need translating. Through his actions, he made “sincerity” crystal clear— more powerful than any words I can read. I’ll remember this kindness! I can’t express my deepest “thanks,” because he never expected me to repay him 😭 If you also like “听澜321,” please cast a vote for her too. Thank you ❤️ [👉🏻立即投票](https://app.binance.com/uni-qr/cact26user/328?uc=app_square_share_link) #美国下周将公布Q3GDP和9月PCE {future}(ETHUSDT) {future}(BTCUSDT) {future}(ZECUSDT)
🌺 During this vote campaign,
I met so many wonderful people 😭
Today, I want to make a post about one of them (and I just realized I hadn’t even followed him before—how embarrassing 😭)
So many people sent me messages,
but I only just saw his after I finished streaming…

On this poster, the only thing I can make out is my profile picture.
I can’t understand any of the other text, but behind those words I can’t read is everything he quietly did,
without seeking credit or expecting anything in return.
But kindness doesn’t need translating.
Through his actions, he made “sincerity” crystal clear—
more powerful than any words I can read.

I’ll remember this kindness!
I can’t express my deepest “thanks,”
because he never expected me to repay him 😭

If you also like “听澜321,” please cast a vote for her too. Thank you ❤️

👉🏻立即投票

#美国下周将公布Q3GDP和9月PCE
Slow is fast
Slow is fast
慢就是快Mike
·
--
[Ended] 🎙️ SanDisk is about to take off—get in now!!!
7.6k listens
AI随缘俱乐部
·
--
[Replay] 🎙️ DCA into BNB — Let’s Talk Trading
01 h 28 m 27 s · 5.8k listens
🎙️ Investing in BNB regularly—let’s talk trading
avatar
End
01 h 28 m 27 s
5.6k
10
8
The Dragon Roams the World
The Dragon Roams the World
Quoted content has been removed
Kitty
Kitty
Crypto小猫猫——赚钱养猫版
·
--
[Ended] 🎙️ Did everything the kitty predicted for the weekend go up? Is that for real? 😰
576 listens
听澜321
·
--
🌺 During this vote campaign,
I met so many wonderful people 😭
Today, I want to make a post about one of them (and I just realized I hadn’t even followed him before—how embarrassing 😭)
So many people sent me messages,
but I only just saw his after I finished streaming…

On this poster, the only thing I can make out is my profile picture.
I can’t understand any of the other text, but behind those words I can’t read is everything he quietly did,
without seeking credit or expecting anything in return.
But kindness doesn’t need translating.
Through his actions, he made “sincerity” crystal clear—
more powerful than any words I can read.

I’ll remember this kindness!
I can’t express my deepest “thanks,”
because he never expected me to repay him 😭

If you also like “听澜321,” please cast a vote for her too. Thank you ❤️

👉🏻立即投票

#美国下周将公布Q3GDP和9月PCE



Verified
#nil $NIL @nillionnetwork I’ve been following the progress of the Nillion ecosystem for a while, and what I like most about Covenants is the idea that “instructions remain completely sealed until their conditions are met.” In other words, you don’t have to reveal your hand ahead of time: stop-loss orders and auction bids can stay hidden, preventing front-running. Now that Dusk has launched on mainnet, there are two things I’m most looking forward to: first, permissionless nodes actually getting up and running, with people staking NIL to participate in decryption and settlement and earn tangible returns; and second, Covenants being rolled out across multiple EVM chains in the later Darkfall phase, where conditional cross-chain triggers can really prove their worth. For now, I’m just waiting to see whether the mainnet runs smoothly. Today, I completed a spot trade for $NIL on Binance (trade share card attached) because I’m very optimistic about the ecosystem’s development. @nillionnetwork [https://www.binance.com/en/square/profile/nillionnetwork](https://www.binance.com/en/square/profile/nillionnetwork)
#nil $NIL @Nillion I’ve been following the progress of the Nillion ecosystem for a while, and what I like most about Covenants is the idea that “instructions remain completely sealed until their conditions are met.” In other words, you don’t have to reveal your hand ahead of time: stop-loss orders and auction bids can stay hidden, preventing front-running.

Now that Dusk has launched on mainnet, there are two things I’m most looking forward to: first, permissionless nodes actually getting up and running, with people staking NIL to participate in decryption and settlement and earn tangible returns; and second, Covenants being rolled out across multiple EVM chains in the later Darkfall phase, where conditional cross-chain triggers can really prove their worth. For now, I’m just waiting to see whether the mainnet runs smoothly.
Today, I completed a spot trade for $NIL on Binance (trade share card attached) because I’m very optimistic about the ecosystem’s development.
@Nillion https://www.binance.com/en/square/profile/nillionnetwork
Verified
For this round of U.S. earnings season on Binance Square, I think the thing worth watching most isn’t the earnings reports themselves… Let me get straight to the point… Binance Square has launched a special U.S. earnings season section. Binance now has bStocks, tokenized U.S. stocks, 1:1 backed by real shares, tradable 24/7, and you can even withdraw them to an on-chain wallet for self-custody. Earnings season is here: if you see Micron’s results blow past expectations in the middle of the night, traditional brokers still haven’t opened yet, but you can act directly on Binance — that’s the key point. In my view, the biggest value of earnings season for crypto users isn’t betting on whether a company’s EPS beats expectations, but using U.S. stock volatility as fuel for on-chain trading. In the past, you could only watch earnings night; now you can trade 24/7, and the game of information advantage and reaction speed has completely changed. Of course, betting on earnings themselves is extremely risky, and I also hope everyone won’t get carried away~ Binance team CEO Richard Teng once said at TOKEN2049 that demand for tokenized stocks is huge, and poor information flow remains a barrier. Binance Square’s earnings season initiative is essentially addressing that “information flow” gap, bringing earnings news, live interpretations, and after-market reviews right in front of you, so at least before trading, you’re not going in blind~ I still recommend that everyone, during earnings season, not just watch for the excitement. You can treat Binance Square’s earnings section as an information hub, and bStocks as an execution tool, but position sizing should always come first. Volatility on earnings night can kill you, and it can also save you; the difference is whether you’ve already thought through how to exit~ If you have any other thoughts, feel free to leave a comment and discuss🥰 #股票财报季 {future}(MUUUSDT) {future}(SNDKUSDT) {future}(ETHUSDT)
For this round of U.S. earnings season on Binance Square, I think the thing worth watching most isn’t the earnings reports themselves…

Let me get straight to the point…
Binance Square has launched a special U.S. earnings season section.

Binance now has bStocks, tokenized U.S. stocks, 1:1 backed by real shares, tradable 24/7, and you can even withdraw them to an on-chain wallet for self-custody. Earnings season is here: if you see Micron’s results blow past expectations in the middle of the night, traditional brokers still haven’t opened yet, but you can act directly on Binance — that’s the key point.

In my view, the biggest value of earnings season for crypto users isn’t betting on whether a company’s EPS beats expectations, but using U.S. stock volatility as fuel for on-chain trading.
In the past, you could only watch earnings night; now you can trade 24/7, and the game of information advantage and reaction speed has completely changed.
Of course, betting on earnings themselves is extremely risky, and I also hope everyone won’t get carried away~

Binance team CEO Richard Teng once said at TOKEN2049 that demand for tokenized stocks is huge, and poor information flow remains a barrier.
Binance Square’s earnings season initiative is essentially addressing that “information flow” gap, bringing earnings news, live interpretations, and after-market reviews right in front of you, so at least before trading, you’re not going in blind~

I still recommend that everyone, during earnings season, not just watch for the excitement. You can treat Binance Square’s earnings section as an information hub, and bStocks as an execution tool, but position sizing should always come first.
Volatility on earnings night can kill you, and it can also save you; the difference is whether you’ve already thought through how to exit~

If you have any other thoughts, feel free to leave a comment and discuss🥰
#股票财报季
Please vote for @hpr2008 ! Thank you 🥰 One vote per account per day (Voting period: October 19–October 28, 10 days in total) Friends, please keep voting for me until the voting period ends. One vote per day. Thank you all 😘🥰🌹🌺 Everyone, please cast your vote for 听澜321! Thanks a lot 🥰 One vote per account every day 🥰 Vote now for 听澜321 and help them become one of the Top 100 Blockchain Creators of 2026! [https://app.binance.com/uni-qr/cact26user/328?uc=app_square_share_link](https://app.binance.com/uni-qr/cact26user/328?uc=app_square_share_link) #Pepe上涨14%领涨山寨币反弹
Please vote for @听澜321 !
Thank you 🥰
One vote per account per day

(Voting period: October 19–October 28, 10 days in total)

Friends, please keep voting for me until the voting period ends. One vote per day. Thank you all 😘🥰🌹🌺

Everyone, please cast your vote for 听澜321! Thanks a lot 🥰
One vote per account every day 🥰

Vote now for 听澜321 and help them become one of the Top 100 Blockchain Creators of 2026!
https://app.binance.com/uni-qr/cact26user/328?uc=app_square_share_link

#Pepe上涨14%领涨山寨币反弹
$TIA This rally is up 16%, but the most painful part is that while the price has surged, #celestia mainnet data publication volume is actually falling. In other words, TIA climbed from around $0.39 in mid-September to about $0.74, gaining over 80% in four weeks. Over the same period, $BTC barely moved, while $ETH continued to fall. The chart looks impressive, but its funding rate is still negative. That means shorts haven’t “surrendered,” and longs haven’t been squeezed out either—it’s a short-squeeze-style rally. But a quick look at the on-chain data makes things awkward… The amount of blob data Celestia publishes each day fell from around 2.77 billion bytes on September 18 to about 2.05 billion bytes on October 15. Simply put, buyers are betting on expectations, not on real growth in existing usage. I think the main catalyst behind this rally is Eden. On October 16, Celestia launched an EVM chain called Eden, a sandbox designed for AI Agent experiments, where TIA is used for gas fees. Sounds impressive, right? The idea is that if AI Agents conduct lots of on-chain transactions in the future, TIA will be the fuel. But the problem is that Eden is currently just a closed-testing sandbox. Botfun is a bunch of bots issuing tokens, trading with one another, and “making up stories.” Yet there’s an enormous gap between the buzz around this thing and TIA’s market cap 😂 Some data shows that Eden’s experiment briefly climbed to the top of the x402 network by transaction volume. But the word “experiment” is Celestia’s own description—it’s not a “product,” let alone “revenue”… In the short term, an 80% gain for TIA over four weeks isn’t outrageous for a token that’s been in a bear market for ages, but chasing the rally now offers poor risk-reward. If the novelty of Eden wears off and there’s no real usage to take its place, there’s a good chance the price will ride the elevator back down. Whether it can really turn things around in the medium to long term depends on whether Celestia’s DA business itself picks up—not on using an AI sandbox to “put on a show”~ What do you think? Feel free to leave your thoughts and opinions in the comments 🥰 #Celestia涨16%创2026年新高 {future}(RVNUSDT) {future}(ZECUSDT) {future}(NEARUSDT)
$TIA This rally is up 16%, but the most painful part is that while the price has surged, #celestia mainnet data publication volume is actually falling.

In other words, TIA climbed from around $0.39 in mid-September to about $0.74, gaining over 80% in four weeks. Over the same period, $BTC barely moved, while $ETH continued to fall.
The chart looks impressive, but its funding rate is still negative. That means shorts haven’t “surrendered,” and longs haven’t been squeezed out either—it’s a short-squeeze-style rally. But a quick look at the on-chain data makes things awkward…
The amount of blob data Celestia publishes each day fell from around 2.77 billion bytes on September 18 to about 2.05 billion bytes on October 15.
Simply put, buyers are betting on expectations, not on real growth in existing usage.

I think the main catalyst behind this rally is Eden.

On October 16, Celestia launched an EVM chain called Eden, a sandbox designed for AI Agent experiments, where TIA is used for gas fees. Sounds impressive, right? The idea is that if AI Agents conduct lots of on-chain transactions in the future, TIA will be the fuel. But the problem is that Eden is currently just a closed-testing sandbox. Botfun is a bunch of bots issuing tokens, trading with one another, and “making up stories.” Yet there’s an enormous gap between the buzz around this thing and TIA’s market cap 😂
Some data shows that Eden’s experiment briefly climbed to the top of the x402 network by transaction volume. But the word “experiment” is Celestia’s own description—it’s not a “product,” let alone “revenue”…

In the short term, an 80% gain for TIA over four weeks isn’t outrageous for a token that’s been in a bear market for ages, but chasing the rally now offers poor risk-reward. If the novelty of Eden wears off and there’s no real usage to take its place, there’s a good chance the price will ride the elevator back down.
Whether it can really turn things around in the medium to long term depends on whether Celestia’s DA business itself picks up—not on using an AI sandbox to “put on a show”~

What do you think? Feel free to leave your thoughts and opinions in the comments 🥰
#Celestia涨16%创2026年新高
Verified
#nil $NIL @nillionnetwork Over this period, I’ve been following the progress of Nillion’s ecosystem closely. What I like most about Covenants is the idea that “instructions remain completely sealed until the conditions are met.” Put simply, you don’t have to reveal your trading strategy in advance—stop-loss orders and auction bids can stay hidden, preventing them from being front-run. Now that Dusk has launched its mainnet, there are two things I’m especially looking forward to: first, permissionless nodes going live for real, so people can stake NIL to participate in decryption and settlement and earn tangible returns; second, Covenants being deployed across multiple EVM chains during the later Darkfall phase, where cross-chain triggers will finally have a real purpose. For now, I’m just waiting to see whether the mainnet runs smoothly. Today, I completed a spot trade worth $NIL on Binance (trade share card attached) because I’m very optimistic about the ecosystem’s growth. @nillionnetwork #Celestia涨16%创2026年新高 [https://www.binance.com/en/square/profile/nillionnetwork](https://www.binance.com/en/square/profile/nillionnetwork)
#nil $NIL @Nillion Over this period, I’ve been following the progress of Nillion’s ecosystem closely. What I like most about Covenants is the idea that “instructions remain completely sealed until the conditions are met.” Put simply, you don’t have to reveal your trading strategy in advance—stop-loss orders and auction bids can stay hidden, preventing them from being front-run.

Now that Dusk has launched its mainnet, there are two things I’m especially looking forward to: first, permissionless nodes going live for real, so people can stake NIL to participate in decryption and settlement and earn tangible returns; second, Covenants being deployed across multiple EVM chains during the later Darkfall phase, where cross-chain triggers will finally have a real purpose. For now, I’m just waiting to see whether the mainnet runs smoothly.
Today, I completed a spot trade worth $NIL on Binance (trade share card attached) because I’m very optimistic about the ecosystem’s growth.
@Nillion #Celestia涨16%创2026年新高
https://www.binance.com/en/square/profile/nillionnetwork
Verified
#nil $NIL @nillionnetwork During this time, I've been following the progress of Nillion's ecosystem. What I like most about Covenants is the idea that “instructions stay completely sealed until the conditions are met.” In other words, you don't have to reveal your hand ahead of time: your trading strategy, stop-loss orders, and auction bids can all stay hidden, preventing front-running. After Dusk goes live on mainnet, I'm most looking forward to two things: first, seeing permissionless nodes actually get up and running, with people staking NIL to participate in decryption and settlement and earn tangible returns; second, seeing Covenants expand to multiple EVM chains in the later Darkfall phase, where cross-chain condition triggers can really prove their worth. For now, I'm just waiting to see whether the mainnet runs reliably. Today I completed a spot trade of $NIL on Binance (trade share card attached) because I'm very optimistic about the ecosystem's future. @nillionnetwork [https://www.binance.com/en/square/profile/nillionnetwork](https://www.binance.com/en/square/profile/nillionnetwork)
#nil $NIL @Nillion During this time, I've been following the progress of Nillion's ecosystem. What I like most about Covenants is the idea that “instructions stay completely sealed until the conditions are met.” In other words, you don't have to reveal your hand ahead of time: your trading strategy, stop-loss orders, and auction bids can all stay hidden, preventing front-running.

After Dusk goes live on mainnet, I'm most looking forward to two things: first, seeing permissionless nodes actually get up and running, with people staking NIL to participate in decryption and settlement and earn tangible returns; second, seeing Covenants expand to multiple EVM chains in the later Darkfall phase, where cross-chain condition triggers can really prove their worth. For now, I'm just waiting to see whether the mainnet runs reliably.
Today I completed a spot trade of $NIL on Binance (trade share card attached) because I'm very optimistic about the ecosystem's future.
@Nillion https://www.binance.com/en/square/profile/nillionnetwork
Verified
U.S. September CPI blew past expectations again! Crude oil and U.S. Treasuries are going head-to-head—so where should we put our money? CPI came in hotter than expected again, up 3.7% year over year! Energy prices jumped 5.2% in a single month, with gasoline accounting for more than half of the increase… In other words, the “monster” of inflation hasn’t been tamed. With the fighting in the Middle East giving it a boost, it’s roaring back to life 😂 First, U.S. Treasuries—this is the real main event! According to the usual script, a hot CPI report should lead to Treasury sell-offs and soaring yields, right? But BlackRock made a major move this week: it ended its six-year underweight position in Treasuries and switched to overweighting short-term bonds. The reason? Yields are already at a 24-year high. A 10-year yield of 5.25% is pretty sweet just for the interest income. Citi got dragged into the mess and was forced to change its tune 😂—from “no more rate hikes this year” to “we’ll need another one in December”~ What about crude oil? The logic is even simpler: geopolitics is the biggest call option~ Gasoline is up 9.1%, and diesel is even worse, up 67.7% so far this year. The Strait of Hormuz is blocked, choking off global oil and gas shipments. As long as the Middle East remains unsettled, oil prices won’t come down. But on the other hand, high interest rates will weigh on demand, so don’t count on prices doubling again~ And what about the crypto market—the thing we care about most? CZ once said something very true: “AI is great, but it can’t protect you from inflation. But $BTC can.” In other words, AI companies can issue more shares and raise funds to expand, diluting your stake. But Bitcoin has a fixed supply of just 21 million coins. Fiat currencies keep getting printed, but your share of Bitcoin won’t be diluted. The uglier the inflation data gets, the stronger the scarcity narrative becomes~ Personally, I think the worst news for Treasuries is already mostly priced in. High inflation and rising expectations of rate hikes—most of the bad news is already out there. But smart money is buying the dip in Treasuries, geopolitics is supporting crude oil, and every inflation blowout is giving $BTC free “advertising.” Big bro Changpeng Zhao is right: AI can’t solve inflation, but the answer has been written into Bitcoin’s code all along~ What do you think? Drop a comment below and let’s discuss~🥰 #9月CPI来袭原油美债走势如何 {future}(BTCUSDT) {future}(ETHUSDT) {future}(DUSKUSDT)
U.S. September CPI blew past expectations again! Crude oil and U.S. Treasuries are going head-to-head—so where should we put our money?

CPI came in hotter than expected again, up 3.7% year over year! Energy prices jumped 5.2% in a single month, with gasoline accounting for more than half of the increase…
In other words, the “monster” of inflation hasn’t been tamed. With the fighting in the Middle East giving it a boost, it’s roaring back to life 😂

First, U.S. Treasuries—this is the real main event!
According to the usual script, a hot CPI report should lead to Treasury sell-offs and soaring yields, right? But BlackRock made a major move this week: it ended its six-year underweight position in Treasuries and switched to overweighting short-term bonds.
The reason? Yields are already at a 24-year high. A 10-year yield of 5.25% is pretty sweet just for the interest income. Citi got dragged into the mess and was forced to change its tune 😂—from “no more rate hikes this year” to “we’ll need another one in December”~

What about crude oil? The logic is even simpler: geopolitics is the biggest call option~
Gasoline is up 9.1%, and diesel is even worse, up 67.7% so far this year. The Strait of Hormuz is blocked, choking off global oil and gas shipments. As long as the Middle East remains unsettled, oil prices won’t come down. But on the other hand, high interest rates will weigh on demand, so don’t count on prices doubling again~

And what about the crypto market—the thing we care about most?
CZ once said something very true: “AI is great, but it can’t protect you from inflation. But $BTC can.”
In other words, AI companies can issue more shares and raise funds to expand, diluting your stake. But Bitcoin has a fixed supply of just 21 million coins. Fiat currencies keep getting printed, but your share of Bitcoin won’t be diluted. The uglier the inflation data gets, the stronger the scarcity narrative becomes~

Personally, I think the worst news for Treasuries is already mostly priced in. High inflation and rising expectations of rate hikes—most of the bad news is already out there.

But smart money is buying the dip in Treasuries, geopolitics is supporting crude oil, and every inflation blowout is giving $BTC free “advertising.”

Big bro Changpeng Zhao is right: AI can’t solve inflation, but the answer has been written into Bitcoin’s code all along~

What do you think? Drop a comment below and let’s discuss~🥰
#9月CPI来袭原油美债走势如何
@hpr2008 Thank you, Commander-in-Chief, for your support 🌹🌺
@听澜321 Thank you, Commander-in-Chief, for your support 🌹🌺
总指挥
·
--
Bullish
【Commander-in-Chief’s Rallying Call: Let’s Nominate Tinglan 321 for the Blockchain 100】

Brothers, this is your Commander-in-Chief.

Nominations for The Blockchain 100 are now open, and the deadline is October 16 at 23:59 (UTC+8). I’ve just officially nominated our very own @听澜321 using the official nomination form.

Why is the Commander-in-Chief backing her?

1. Proven expertise: She’s been deeply involved in Web3 for years, with 5.8 years of high-frequency live trading experience, 82.5K followers, and 44.8K likes. In a space full of “YOLO trading” toxic positivity, she shows up every day for intensive livestreams and consistently delivers market analysis that’s both insightful and heartfelt. This recognition is well deserved.
2. Rare qualities: She gives her followers more than just direction—she promotes a rational trading mindset, using stop-losses and never holding on to losing positions. A responsible KOL like her deserves to be seen by more people.

But one nomination from the Commander-in-Chief isn’t enough. There are only two days left in the nomination period, and the selection depends on【a diverse range of valid nominations】and【community engagement data】.

If you’ve listened to her livestreams, seen her content, and appreciate her style, please take part as follows:

👉 Step 1: Visit the event homepage
Click or copy the link below to view the main Blockchain 100 nomination page:
https://app.binance.com/uni-qr/cact26home?v=2&uc=app_square_share_link&us=copylink

👉 Step 2: Fill out the dedicated nomination form
Click or copy the dedicated nomination link below. Once there, select the “Content Creator – Streamer of the Year” category and enter【听澜321】.
In the “Social media link” field, enter:
https://app.binance.com/uni-qr/cpro/hpr2008?l=zh-CN&r=KENOO4F9&uc=app_square_share_link&us=copylink

⚠️ A solemn reminder from the Commander-in-Chief: Participation is voluntary. Follow the official rules—no vote manipulation and no duplicate submissions or false information. Let’s use our genuine support to help the KOL we believe in take the podium!

Brothers who support Tinglan, follow the official rules and get involved. Join the Commander-in-Chief in witnessing this honor come to life!

#BinanceBlockchain100 #听澜321 1 #BTC #ETH #实盘记录
币安广场
·
--
Nominations are now open for the 2026 Global Blockchain Top 100 Creator Awards!
Who is your Creator of the Year?

立即提名
When I saw the news that Strategy had added 250 $BTC , my first reaction was: That’s it? 😂 Everyone, don’t rush to roast me—hear me out first~ Those 250 coins cost $21.5 million, at an average price of $86,194. Strategy’s total holdings are now up to 848,250 BTC. Doesn’t that number look kind of scary too? But if you look closely at what they did this week, something seems off: In the same week, they spent $192 million buying back STRC preferred shares. The money spent buying $BTC was nowhere near even a fraction of the buyback amount~ Last week was even more dramatic. During the week at the end of September, they spent $28.7 million buying coins and $176 million buying back preferred shares—that’s a full six times more~ What exactly are they up to? Here’s how I see it, though I could be wrong 👇🏻 Strategy is now hemmed in by its own leverage. Preferred shareholders and creditors have priority over common shareholders, and how much $BTC each share represents isn’t the only thing that matters. Cash reserves are the real lifeline. They raised $5.4 billion in Q3—guess how much went directly toward buying Bitcoin? Just 9.5%! The rest went toward building up cash, paying dividends, and buying back preferred shares~ Saylor says “there’s always room to buy more Bitcoin,” but what he’s actually doing is more like “let’s get our own house in order first.” First, keep the preferred shareholders happy, fix up the balance sheet, and set aside $550 million in dollar-denominated reserves—then slowly add to their position 😂 To put it bluntly, this is “defensive accumulation” 😂 Buying 250 coins is for the market to see—a way of saying, “Guys, don’t panic, I’m still buying.” But the really big money has already gone toward buying back preferred shares, which gives them a way out. If Bitcoin goes through another brutal bear market, Strategy needs cash on hand to weather it. Otherwise, if the leverage blows up, nobody can save them~ So, I don’t think we should treat this news as a huge bullish signal and get carried away~ Saylor is still Saylor, but the strategy has changed. Before, it was all in; now, it’s build the bunker first, then move the gold inside. This cycle is different from the ones before. Everyone playing with leverage needs to make sure they survive first before they can talk about conviction~ What do you think? Feel free to share your thoughts in the comments 🥳 #Strategy增持250枚比特币 {future}(BTCUSDT) {future}(SNDKUSDT) {future}(SKHYNIXUSDT)
When I saw the news that Strategy had added 250 $BTC , my first reaction was: That’s it? 😂

Everyone, don’t rush to roast me—hear me out first~

Those 250 coins cost $21.5 million, at an average price of $86,194. Strategy’s total holdings are now up to 848,250 BTC.
Doesn’t that number look kind of scary too?
But if you look closely at what they did this week, something seems off:
In the same week, they spent $192 million buying back STRC preferred shares.
The money spent buying $BTC was nowhere near even a fraction of the buyback amount~

Last week was even more dramatic. During the week at the end of September, they spent $28.7 million buying coins and $176 million buying back preferred shares—that’s a full six times more~

What exactly are they up to?

Here’s how I see it, though I could be wrong 👇🏻
Strategy is now hemmed in by its own leverage. Preferred shareholders and creditors have priority over common shareholders, and how much $BTC each share represents isn’t the only thing that matters. Cash reserves are the real lifeline. They raised $5.4 billion in Q3—guess how much went directly toward buying Bitcoin? Just 9.5%! The rest went toward building up cash, paying dividends, and buying back preferred shares~

Saylor says “there’s always room to buy more Bitcoin,” but what he’s actually doing is more like “let’s get our own house in order first.” First, keep the preferred shareholders happy, fix up the balance sheet, and set aside $550 million in dollar-denominated reserves—then slowly add to their position 😂

To put it bluntly, this is “defensive accumulation” 😂

Buying 250 coins is for the market to see—a way of saying, “Guys, don’t panic, I’m still buying.”
But the really big money has already gone toward buying back preferred shares, which gives them a way out. If Bitcoin goes through another brutal bear market,
Strategy needs cash on hand to weather it. Otherwise, if the leverage blows up, nobody can save them~

So, I don’t think we should treat this news as a huge bullish signal and get carried away~
Saylor is still Saylor, but the strategy has changed. Before, it was all in; now, it’s build the bunker first, then move the gold inside.

This cycle is different from the ones before. Everyone playing with leverage needs to make sure they survive first before they can talk about conviction~

What do you think? Feel free to share your thoughts in the comments 🥳
#Strategy增持250枚比特币
Log in to explore more content
Join global crypto users on Binance Square
⚡️ Get latest and useful information about crypto.
💬 Trusted by the world’s largest crypto exchange.
👍 Discover real insights from verified creators.
Email / Phone number
Sitemap
Cookie Preferences
Platform T&Cs