$Q $RE $Q alpha has not received any new coin air drops for thirty days. There are only a few scattered old-coin mystery boxes. Family members, are you still holding on?😭
Next week, two air drops are currently scheduled. Let’s see whether to buy the dip at that time. July 27 (AEON) financing: 8 million, total token supply: 1 billion, initial circulating supply: 19.34% July 30 (GRVT) #SHIB up 36%
$SPCX This price hasn’t even been unlocked yet, and it’s already trading below its issue price.
In just a week, Musk’s net worth evaporated by 130 billion, and only a few weeks ago he was still the first person in human history to have a net worth exceeding one trillion 😂
$1000SHIB $PEPE $DOGE The old-school meme is also starting to pump
In the past 24 hours, the increase once hit 36%, while trading volume surged by more than 11 times. It’s all Koreans going all out! Could the knockoff meme season be starting again? #SHIB上涨36% #XRP账本半年吸引26亿美元RWA流入
$PIEVERSE Brothers, the calendar cat is really 🐮 — it’s back again. For how long tge has been going on, it still has this price. It’s perfect because I just got back home recently, and I claimed the last few rounds of the Binance subscription earlier. I can even get several dozen dollars’ worth of pork trotter rice!
If we look at the Bitcoin ecosystem from a long-term perspective, the core that @BabylonLabs_io Babylon wants to achieve is to allow native BTC to serve directly as DeFi collateral in a “trust-minimized” way—without bridging, wrapping, or handing assets over to a custodian. In the long run, this aims to transform Bitcoin from a “mostly idle digital gold” into a programmable, cross-chain financial layer asset, creating a so-called Bitcoin-charged crypto economy.
Currently, only about 1% of BTC participates in DeFi. Conventional approaches require surrendering control to convert assets, and trust costs are high; Bitcoin scripts also make it difficult to implement a truly trust-minimized bridge.
The core solution of Trustless Bitcoin Vaults (TBV) is: lock BTC in a Taproot vault on the user’s own co-signed Bitcoin network, and then use cryptographic mechanisms such as hash time-locks, zero-knowledge proofs, and BABE to let chains like Ethereum securely control collateral and liquidation. The first application integrates with Aave v4 to borrow stablecoins, and it is built on the Babylon staking protocol to improve efficiency.
$AIA AIA Currently, the team has already invested over $5 million to repurchase a total of 47.62 million $AIA tokens. These will be gradually burned quarter by quarter going forward. Currently, tokens equivalent to 23.1% of the acquired supply have already been removed from circulation.
Each burn transaction can be seen on-chain: https://deagent.ai/buyback
Changxin Technology’s IPO subscription—here comes another batch of people who can have a bite of the meat. The winning rate is 0.47%. I’ve seen quite a few people opening big short orders on the hype 😂 $SPCX $OPENAI
$GWEI gwei On-chain activity: high-frequency withdrawals from KuCoin to on-chain wallets, and there was the same activity yesterday as well. Currently, the gwei market cap is 44.38 million—continue observing, brothers.
layerzero announced it will gradually stop providing off-chain support for about 20 very low-activity chains. If you have money, remember to cross-chain $ZRO
July 30: Botanix • July 31: Moonriver, Moonbeam, Nexera, Canto • August 28: EDU Chain, Meter, Shimmer, Cyber, Silicon, Sophon, Bitlayer, DFK Chain, Arbitrum Nova, DOS Chain, etc. • September 30: Aurora, Taiko, BounceBit, Japan Open Chain, LightLink
$AKE what’s going on? It broke through the all-time high—last week I was even discussing it with a friend. Looking at the blockchain today, it still seems the main funds are flowing in.
$ESPORTS esp This coin is also particularly wild. It was dumped from the top at 0.8 down to 0.013, and it has since rallied back up by about four times from the bottom. The main players’ cost should be around 0.12.
$DEXE Take a close look at this coin—it's been steadily pumping for more than half a year, right? It slowly rises all the way up, and then comes the sudden guillotine 😂
Everyone should know what kind of style this operator has, right?
If this is tied to 40, is there still hope to get back to even in this lifetime? 😂
To be honest, the first time I saw the words “native Bitcoin collateralized lending,” I clicked through with skepticism—there are too many projects on the market that market themselves under the banner of “Bitcoin lending,” and in the end they usually end up relying on a cross-chain bridge or some kind of custodian. But after I actually went through the process on the testnet, I realized that this time @BabylonLabs_io is doing Trustless Bitcoin Vaults (TBV) is genuinely a bit different.
Now native Bitcoin collateralized lending on Aave v4 is already live on the public testnet, and several heavyweight project teams are participating in the testing as well. This isn’t an isolated small experiment—it’s more like the entire ecosystem is collectively validating whether “native BTC can truly become on-chain collateral.”
The user journey is also quite complete: first, go to the faucet to get test tokens, then enter the testnet app to deposit BTC and initiate a loan. If you get stuck along the way, the official team also provides detailed video tutorials, and you can verify every step on-chain in the browser. The transparency is definitely there.
For me, the most interesting part is that this test isn’t just for show. The official team clearly wants users to report issues they encounter during the experience—meaning that at this stage, the product is still being refined based on real user actions, rather than a fully finalized system that’s only waiting to go live. Not many project teams keep working during a bear market~
Revenue: $16.13B, up 25% year-over-year, the fastest growth rate since 2011 Adjusted EPS: $0.42, double the market expectation of $0.21 Adjusted gross margin: 41.8%, up 12 percentage points year-over-year After-hours share price surged by more than 13% at one point
🔥 All three segments exceeded expectations across the board
Data Center & AI: $6.26B, up 59% year-over-year, becoming the strongest growth engine Client Computing (PC): $8.88B, up 13% year-over-year, the AI PC refresh cycle is starting to pay off Foundry: $5.77B, up 31% year-over-year, losses continue to narrow
📈 Raised Q3 guidance
Revenue expected to be $15.8B–$16.8B, well above the market estimate of $15.06B Adjusted EPS expected to be $0.38, also above the estimate of $0.27 Gross margin guidance: 42.0%
Capital expenditures increased from $18B to $20B, with further expansion planned in 2027
⚠️ Potential risks
Under GAAP, net loss is $10.8B, mainly due to investments in the 18A advanced process technology Foundry operating margin remains negative, and external customer revenue represents a very small share The stock has already gained 170%+ this year; valuation is around 87x, pricing in a lot of good news
Intel is moving from “telling a transformation story” to “delivering results” — but with an 87x valuation, a significant portion of good news has already been prepaid.