小树苗 Berachain

These past two days, the overall market has surged rapidly, with BTC rising so fast it caught everyone off guard.

Even old OGs and institutions have come out to say that the bear market is over.

I wonder how many people, just like me, are still waiting to buy in with DCA when $BTC drops into the $40k–$50k range.

I’m still firmly sticking to my own view: if BTC doesn’t reach around $50k, I’d rather miss this round of the market.

After all, the capital I have available is limited. I can only trade time for space—waiting with more patience.

I may miss this round of the crypto market, but at least I got a taste of something in China’s A-shares.

Now the whole world is betting on the AI track.

For ordinary people like us, although the AI industry feels far away, it’s actually quite close.

Many people look down on tech stocks, thinking they don’t want to touch anything related to AI.

But the painful truth is: once #AI really turns out to be a bubble that bursts, whether you have tech stocks or not, whether you’ve invested or not, you’ll be affected.

Look back at 2008: those who didn’t get the meat still had to take the beating.

If that’s the case, you might as well actively participate—at least when the time comes to eat meat, you can still get a bite of the broth.

$BTC

Money is truly too important. Saving money—yes, you must save properly.

My classmate, 30 years old, has savings of 1.8 million.

This year, unfortunately, she was laid off by her company, and she just started coasting.

She sleeps until she wakes up naturally every day, living leisurely and carefreely—how happy can that be?

When you ask her when she plans to look for another job, she plays like this every day. Doesn’t she feel any pressure in life?

She says she won’t look for one. She’ll just half-coast like this—cook sometimes, and watch her kids grow day by day. Supporting the family is for the man to handle; I won’t ask him for money to spend.

With her own 1.8 million in savings, living on interest and spending a bit more carefully is enough.

At home, she manages and raises the kids well, keeps the household in order. Work is a matter of fate—if something suitable comes along, she’ll do it. If not, she doesn’t even feel like going out to find a job.

Her classmate used to work at a bank. Her salary wasn’t high, but she was very good at saving. Plus, before marriage, her parents gave her a dowry payment, which she has kept all along and never spent. In her day-to-day life, she’s been frugal, saving bit by bit until she finally accumulated 1.8 million.

So in everyday life, saving money isn’t being stingy. It’s because when you have savings, you have confidence in life. When things happen, you won’t panic. And you’ll have the power to choose the kind of life you want.

Should I suggest she comes to buy a bit of $BTC ?

The market’s fluctuations over the past couple of days look astonishingly dramatic, but the real essence of trading is seeing through the underlying liquidity “magic tricks.”

The U.S. Treasury has expanded the buyback program for 10–30-year Treasury bonds. On the surface it looks uneventful, but in reality this is the government’s version of a Twist operation.

So it’s not only that U.S. Treasuries and gold are both rallying—crypto markets have also started a major rebound.

To truly capture this macro tailwind, you should adjust your position—adjust what needs adjusting, and reallocate what needs reallocating.

As my anchor, I choose the most certain setups: TLT + gold, plus BTC and high-volatility U.S. stocks for the offensive.

$BTC

Big news! Berachain’s $HONEY has officially been renamed!

Brothers, big news! Berachain has just officially announced that their native stablecoin HONEY has been upgraded to Bera USD (BUSD).

Key points:

👉 It’s still the same coin; the contract address remains completely unchanged—it's just wearing a louder, more intuitive new “outfit.”

👉 The reason for the change is that as more and more institutions enter the space, “Bera USD” makes it instantly clear that it’s a USD stablecoin at a glance.

⚠️ One key operational reminder:
Because it involves changes to EIP-712, any off-chain approvals and Permit signatures made previously under the name $HONEY are now all invalid! If you have any agreements involving old approvals, remember to sign again.

A new name, a new vibe—feels like Berachain is about to start making moves. The official statement says there will be more updates coming later; let’s wait and see!

$BERA

Here we go again……

It’s happened several times that the good news comes out while everyone is asleep.

When you wake up and take a look, the shorts get blown up—more than 2 billion wiped out in an instant.

Should you rush in? Buying the high as the next bag-holder.

Don’t rush in? Then you miss the move and get left behind.

It’s always like this: wake up early but end up late to the market.

$BNB $BTC

To all handsome guys and beautiful ladies, happy Qixi Festival.

Today, don’t stare at the charts—spend more time with the people around you.🥂

I just saw an interview with the boss of Pump.fun. Running a casino means you understand human nature better than people who focus purely on technology.

The old guy put it plainly: he doesn’t really believe in decentralization—he only believes in terminal (user) experience.

Why can’t ETH beat SOL? Because it’s too hard to use.

It may be harsh, but it’s hard to refute.

We always think we came to Crypto to resist traditional finance—but in the end, don’t most people just want to find a casino that’s smoother and more seamless?

On-Chain Weird Poisoning Scam 😂

A user posted on X accusing an HTX address of constantly transferring out small amounts and polluting the on-chain environment.

Their own Coinbase account unfortunately received 7.5U, which led Coinbase to freeze the funds. Since they couldn’t explain the source of the money clearly, they were shut down and asked to leave.

Huobi’s official staff appeared in the comment section at lightning speed: the official definitely didn’t do it—most likely someone is maliciously sabotaging it, and they’re investigating.

With just 7.5U, someone can precisely blow up a high-net-worth compliant account. If this is a new kind of commercial warfare, the cost is just too low.

A reminder to everyone: never expose your exchange’s deposit address. Once a compliant platform gets dust from something “unclean,” explaining it can cost you everything.
$BNB

Previously, the end of the universe was Tieling; now, the end of the universe is live-stream e-commerce.

Even @garyvee, an NFT founder whose market cap has reached several hundred million dollars at its peak, has started going live.

The available liquidity within the Crypto ecosystem has been squeezed dry, and attention is beginning to shift toward the stock market.

Even a marketing guru with 3 million followers can only move to Web2 platforms, competing for attention in traditional, lower-tier markets.

The only real challenge is that the Crypto barrier is too high. Imagine someone is attracted and wants to buy an NFT.

They’d first have to set up a wallet, get some ETH, pay the gas fee, and then go to OpenSea to scout and stock up!

I’d bet they give up by step one.

But this mindset is still genuinely worth acknowledging: in a bear market, don’t just lie flat. Lower your pride and go earn money—that’s the only way out.

The hardest stage in investing is waiting—waiting like a sniper!

In history, a very successful speculator, Jesse Livermore, believed this:

Patience is the art of waiting without getting tired of waiting. The secret to making big money is not in buying and selling—it’s in waiting.

So Charlie Munger said, “Only people with character can sit there with cash and do nothing. I got to where I am today because I didn’t chase ordinary opportunities”.

If you want to outperform the average returns, you have to be a person of character.

Shots that never miss are made in the act of waiting.

The hardest stage in investing is waiting.

Once you get through this stage, you’ll find a whole new world.

During bull markets, many people think this time is different—not only are there ETFs, but there’s also Wall Street. They believe this will be an eternal bull market.

When bear markets come, these same people start thinking once again that this time is different—narratives are exhausted, liquidity collapses, and the industry is about to vanish.

Why can’t so many people escape the top? Why do so many still rush in at high levels? Why are so many unwilling to buy the dip, yet end up surrendering their chips at the bottom?

Because they treat price as the fundamental.

But in the crypto market, it’s actually sentiment that is the biggest fundamental.

When you think the bull market is eternal, it just becomes the exit liquidity that the main players use to cash out at high levels.

When you think the industry is collapsing and you can’t hold on, and panic leads you to sell—it’s precisely when the left-side building of positions is a great opportunity.

In every cycle of bull-to-bear conversion, besides technical innovations, it’s really a forced transfer of wealth between those whose emotions are controlled and those who control emotions.

Russia’s full firepower on today’s timeline!

Their snark and innuendo are every bit as good as Chinese internet culture.

The Koreans are also the top dogs—very principled.

Even Indonesians are starting to realize that so-called “assistance” is actually colonization.

Watching everyone tear apart the hypocritical narrative together feels extremely satisfying.☕️

Translate this precisely: the subtext of this official statement from @Neutrl:

Pausing minting and redemption = I’ve pulled the network cable; you can’t withdraw your money

Impact to the reserve fund = The money has already been stolen by hackers / it’s been fully lost

Taking the legal counsel’s advice = We’re already preparing a disclaimer

For the users’ benefit = The remaining money is what we’ll use to pay the lawyers’ fees

Don’t wait for any further clear process—everything’s over!

$NVDAB

Stay consistent with fitness, DCA $BTC and gold

Yesterday at Snack Busy I bought a bottle of a “Baishaoshan” water. It has a severe off smell—tastes sour and astringent, like seawater.

I asked for a return. The store manager said she doesn’t have the authority, and told me to call the national customer service line at 400.

Tonight I’m going to protest at the store entrance. The franchise store owner and his wife also came.

The wife directly came over to beat me up and said she wanted to mess with me.

I said, “I’m sorry. I’m the real, authentic Red Generation. If you dare to mess with me, I’ll dare to kill you!”

$AAPLB

I saw a dataset. Based on Forbes’ real-time list of the world’s richest, BestBrokers released a ranking of the global billionaires with the largest increases in wealth over the past year.

The number one spot in global growth belongs to Liang Wenfeng.

Specifically, as of 2025 his personal net worth started at $1 billion, but the latest figures have reached $39.5 billion.

His annual wealth growth rate is 3,850%, earning him the top position.

The second through eighth places are members of Anthropic, the ninth is the CEO of FIG, and the tenth is the CEO of a domestic company—Jingji Xuchuang.

The billionaires on the list all managed to catch the AI wave.

What many people know is that Liang Wenfeng is the boss of a domestic quantitative giant, but what truly caused his net worth to surge was that DeepSeek’s latest round of open financing brought in a valuation—once it had a valuation, his wealth increased dramatically.

AI really is creating miracles. Take Anthropic for example: last year their valuation was only in the tens of billions of dollars; now their latest valuation is around $1.2 trillion.

And as for the boss of Jingji Xuchuang, there’s even more to say. Although the stock price has pulled back by nearly 40% from its peak, Xuchuang still has a market value of nearly one trillion, and the boss’s personal wealth has continued to skyrocket.

$MSFTB

About when $BTC will bottom out.

After compiling all the predictions from various experts, it turns out everyone is focused on this year's Q4, especially October.

Jiang Zhuoer, using a halving-cycle projection, gave a bottom target at the end of October, around $44,000.

CryptoD and Killa—both top-tier traders—also believe that Q3–Q4 is the golden window to calmly build positions before the next round of an all-out bull market surge.

That anonymous 4chan “god post,” which has previously succeeded several times in predicting bull/bear turns using precise day counts, likewise points to October based on its pattern.

Peter Brandt believes the cycle has been extended; the next major top would be in 2029, with a target of $250,000+.

In fact, the biggest variable right now is Wall Street and the ETFs.

Blindly copying the previous three cycles without adjusting—like carving a boat while the river flows—may cause you to miss the move, but there’s no harm in using them as reference.

The key is to know how to build your positions in a way that best fits your own strategy.$BTC

I’ve said it many times. But when I see this news today, I still have to say it again: if you make money, you must stay low-key—low-key, low-key.

How many cases of taking lives for a few tens of thousands of yuan are there still not enough?

You flex about having hundreds of millions or even tens of millions—aren’t you just treating yourself like a piece of roadside fat meat?

Don’t be blindly confident and think you’re smart. You’ll never fall for it.

There’s no one in this world who can’t be deceived. You haven’t gotten hooked yet only because you haven’t run into a trap tailor-made for you.

If you fall into a pit, then so be it—you can go bankrupt down to zero and start over from the beginning.

But once you run into someone really ruthless, they’ll take care of you physically—so much so that you don’t even have your life anymore.

So be sure to quietly get rich. Keep a low profile—don’t make a fuss!

$AAPLB $BTC

In late July, many people around me told me to buy gold.

The last time they urged me to buy gold was in January 2023, when it was 430 yuan per gram.

After a gap of 3 and a half years, I added to my position in gold again; at that time it was 870 yuan per gram.

Before this, the market had already priced in the idea that there would be a rate hike in September—somewhat by luck.

This time, the nonfarm payroll data was pretty good, further weakening expectations of a rate hike.

Before this, the market had already priced in a rate hike in September.

What moved ahead of gold are gold stocks—they tend to realize more of those expectations earlier.

However, even after a consecutive run higher, many people’s gold positions are still at a loss.

They bought when the price was above 1,200 per lot, driven by market sentiment at the time.

I think the biggest role of gold’s decline is to help more beginner investors realize that no asset ever truly “won’t fall”—even gold can drop by more than 30%.

Once again, it proves this: certainty is the biggest obstacle on the road to investing, and excess returns are born in volatility.

Stablecoin yields are definitely pretty divisive right now.

Most mainstream protocols have fallen into the single digits. Want to get 10%+?

Basically, you’d have to crank 3–7x leverage on PT or Convex to pull that off, and the risk doesn’t scale anywhere near the same way.

On Berachain, these two pools have real sources of yield, meaning they’re sustainable at a long-term level.

First is Liquid Royalty’s Vault, with a peak of 30%+.

They have a public scanner—every transaction that underpins the yield can be traced, and the transparency is far stronger than most RWA projects.

Next, the Bend HONEY treasury: looking at historical performance, it has been able to maintain around 10% over the long run.

The logic is straightforward: the lending interest is directly distributed to depositors, plus PoL rewards. You can deposit and withdraw as needed, making it flexible.

A few real-world considerations:

The size isn’t huge—$100–200k is a comfortable range.

On Bend’s side, the HONEY minting and cross-chain experience could still use some optimization, and the looping feature is said to be rolling out soon.

But honestly, it’s getting hard to find double-digit stablecoin products that have real yield backing and aren’t just propped up by leverage.

They’re suitable as supplementary allocations for yield enhancement.

Keep watching the drama!

@Pumpfun: After just one month, for $30,000, you can buy out a competing product. There are also two other options available for @fomo users.

Strip away the crypto’s “decentralization” facade—inside, it’s all this most primitive, most ruthless kind of business infighting.

At the end of the day, it’s all just business.

Don’t take it too seriously. Don’t get too emotionally invested!