解构师Beyond

Can a high degree not become a KOL...?

This is the opinion of Master Pang, but I believe it is completely wrong, even catering to populist traffic.

First, it must be clear: the KOL I refer to is a key opinion leader who can earn money through their own content and abilities, can make money with fans, and provides a wealth of information; not someone who spends dozens of yuan to buy followers, uses AI to write articles for AI to read, or relies on shady tricks to deceive small exchanges.

Under this standard, high-degree KOLs are everywhere. I can name dozens just from Hong Kong's third new second, and I have many friends with backgrounds from 985, 211, and even prestigious overseas schools.

In the image, I selected one or two representatives from each school, who are around my age and relatively familiar to me; this is just the tip of the iceberg.

I myself graduated with a finance bachelor's degree from 985. When I first entered the circle, I thought this was an advantage, but later I found out that the crypto world is full of hidden talents, and there are plenty of high-degree KOLs. The real reason is that they do not flaunt their degrees because achievements are the strongest business cards.

The actual situation in the cryptocurrency circle, especially in the KOL industry, is:

No one really cares which school you graduated from, so there is naturally no degree discrimination or degree threshold.

So please, if you can't do it, you can't do it; a nerd is just a nerd. Please stop saying that you can't become a KOL because of your high degree; such displays of superiority only make people feel childish.

Moreover, there is almost no threshold for KOLs; if you can't even do KOL, then don't even mention other things. $BNB

The Middle East conflict has revealed two extremely counterintuitive trends:

- Centralized facilities have become the primary targets in the conflict; once paralyzed, they will cause catastrophic consequences.

- The decentralization process in the Middle East and Central Asia is leading the world.

As evidence, on the 1st of this month, Iranian drones conducted targeted drone strikes on AWS data centers, severely impacting major financial institutions such as Abu Dhabi Commercial Bank.

Mobile banking in the Gulf region is expected to experience widespread outages, with financial activities in the region temporarily coming to a standstill, affecting a range far beyond the drone's coverage.

The fragility of centralized ledgers is undoubtedly revealed in war; clearly, local and neighboring governments have long considered this and are actively promoting data on-chain initiatives.

Taking Sign, which is familiar to those in the cryptocurrency circle, as an example, Sierra Leone 🇸🇱 / Kyrgyzstan 🇰🇬 / UAE 🇦🇪 have all engaged in deep cooperation with it in the fields of civic identity or digital currency, generally categorized into two types:

- Human authentication: Putting the identities of citizens and visitors on-chain, which not only assists in management in turbulent areas but is also crucial to ensure that citizenship is not lost due to the destruction of physical records.

- Monetary authentication: Whether it is stablecoins, SWIFT, or CBDC, all are focusing on promoting the process of de-dollarization, allowing national financial sovereignty to be firmly in their own hands.

By using the Sign blockchain system to achieve true data decentralization, the security and stability are greatly enhanced, and at least the risk mentioned above, where a single point attack can paralyze the entire regional financial system, will be significantly reduced.

In summary, turning to another side of the flames of war, I see the world embracing blockchain at an unprecedented speed.

New investors may not know that when the Bitcoin ecosystem was booming, two RGB projects were highly anticipated.

One is Bitlight, which now has the ticker $LIGHT and has already landed on Alpha and contracts, and the other is today's protagonist, BiHelix.

Although it took a bit longer, it does not affect BiHelix's excellent ecological position.

RGB is the most legitimate BTC scaling protocol, with its prototype appearing over a decade ago.

Its most hardcore aspect lies in the use of "client-side validation" and "one-time sealing" technology, keeping transaction data off-chain and only utilizing Bitcoin's UTXO security for settlement.

This method not only protects privacy but also avoids the pitfalls of stuffing garbage data on-chain as seen in BRC-20, and is considered by many old OGs as the orthodox route for Bitcoin smart contracts.

Today, I suddenly received news that BiHelix's ecological token MCU616 has been launched, marking the first step towards marketization.

I checked, and MCU616 is themed around the "Marvel Multiverse". I don't know if their boss has this inclination or if it has become popular recently, but launching a highly recognized meme for the community is a good thing for the ecosystem, especially since this IP is very well-known.

Of course, this is just the beginning. If the RGB ecosystem is truly taken seriously and can develop positively, it will be a top-level narrative full of imagination that is no less than EVM level.

First gold, then silver, and then oil

Does this make sense?

A few days ago, I had dinner with a friend from a certain APAC T1 VC Research department.

I happened to hear that they recently hired some TradFi practitioners, and a common issue is that newcomers generally feel out of place.

Analysts used to analyzing the three major financial statements often find themselves at a loss in the crypto space, fundamentally because the vast majority of crypto projects lack data and channels for information disclosure and have no established habits.

In most cases, even if they want to investigate, they don't know where to start. Sometimes the data on UGC dashboards like Dune contradict each other, and some research institutions' information is mixed with private agendas.

Therefore, the official data disclosure by Bonk at Blockworks is highly commendable, as it integrates information from both Web3 and TradFi, accurate, detailed, and comprehensive ⬇️

blockworks.com/analytics/bonk

If all crypto projects disclosed information like Bonk, trading in crypto could indeed be approached like value investing in US stocks, making profits through fair pricing.

Of course, one significant reason Bonk dares to disclose information is that their data is solid:

- Q1 2026 has achieved revenue of 6.46 million USD
- Q1 2026 forecasts total revenue of 10.38 million USD
- Total revenue in the last 30 days is 2.17 million USD
- Total circulating and destroyed amount is 3.06%

BONK DAT company BNKK has already been listed on the Nasdaq, and for this reason, the credibility of the data disclosed by BONK is very high.

BONK's main source of income still comes from BonkFun, and in terms of data alone, it already surpasses the revenue of many EVM Layer2s, which is quite impressive.

Overall, as an ordinary investor, I am very pleased with BONK's disclosure this time; it is worth learning for all crypto projects.

Because transparent and truthful disclosure is the beginning of navigating through cycles and long-termism.

$BONK

Now it feels a bit like a bear market

Although the drop was severe in the past few months, especially during the two weeks after 1011 when CT was in a frenzy, there was still some attention in the crypto space.

Now, however, it's eerily quiet; those who are broke are eating instant noodles in the dark, while others with some cash are turning to AI.

Fortunately, there were quite a few Stable Coins like USD1 configured previously, so in terms of crypto assets, there is still a small profit, although external investments must be approached with caution.

When I saw Brother Allen mention Xyber, I found it quite interesting. This is an infrastructure designed for AI Agents to survive in society.

It's quite abstract, and I didn't quite understand it from a technical perspective. AI tells me it focuses on these few directions, and anyway, it's a basic infrastructure specifically for 🦞:

- Issue ID cards (ERC-8004 identity standard)
- Open bank accounts (on-chain payments)
- Issue work certificates (verifiable execution)
- Implant persistent memory (on-chain memory)

Team members come from Intel, Microsoft, and Amazon, still from major companies.

What really strikes me is that there’s finally a project that highlights the supporting infrastructure for 🦞 as its promotional focus. If we compare it to the 'humanistic care' in the human world, could this be considered a kind of 'shrimp care'?

Using AI for a long time does indeed make one develop feelings for AI.

Even though the major predictive models on the market are characterized by discrete thinking, memory jumps, and flexible personalities, this does not prevent humans from projecting emotions onto them.

Especially when you see elderly people in third- and fourth-tier cities chatting with their pets for several hours every day, it reinforces this belief.

The payment for AI is increasingly becoming an expense driven by 'emotion' rather than 'utility', and the robust development of related supporting infrastructure is just a matter of time.

Writing this short article is not to provide investment advice, nor to lament how bad the market is; it’s simply a reminder to myself that when the times abandon people, it never gives a heads-up.

Fully embracing AI is a compulsory course for every crypto person to diversify risks during a bear market.

Not just about brushing bp, everyone concerned with DEX should seriously read Armani's article from 2/17; it is very profound.

The built-in translation is quite unclear, so I recommend feeding it to AI. I will summarize the main points here, but the original text is still highly recommended for reading and learning.

Armani mainly discussed these three things:

1/ Views on DEX

He believes that PerpDEX is the ultimate form of offshore speculation, solving the trust issue with intermediaries through technological means, which is a technological upgrade over existing CEX.

Indeed, at least currently, it seems that DEXs like Hype Var are gradually eating into the market share of CEX.

2/ Compliance is key

Backpack is following a compliance + on-chain hybrid route, not competing for DEX's speculative business but aiming to create a licensed on-chain entry.

For the simplest example, funds can be directly withdrawn to a Hong Kong digital bank from bp, compliant and legal, with ultra-low friction, a hundred million times safer than OTC of u merchants.

Just this point alone has slammed other non-compliant DEXs down.

3/ Misaligned vision

Many crypto projects are playing a zero-sum game, harvesting the inside circle, while bp aims for the incremental market, moving Apple stocks, government bonds, and fiat systems onto the chain.

What killed Motorola was never the harder Nokia, but Apple, which created a comprehensive new era through misaligned competition.

bp is the same; from the day it was born or from pointfi, it never thought about competing for scraps with other DEXs.

Getting KYC/AML right and opening compliant deposit and withdrawal channels will naturally attract smart capital during the upward cycle from Web2, coming over from Wall Street, to compete for that measly Web3 native plot of land, which has never been bp's vision.

I have a habit, which is to keep a translation APP open for high-precision simultaneous interpretation when communicating with foreigners.

On one hand, it's to leave a record of the conversation, so I can recall it in the future.

On the other hand, I'm not confident in my English listening skills; I'm sure my spoken English is understandable to the other party, but listening is another story, especially when foreigners speak quickly.

During the dinner, I had the conversation in the picture with Matthew, the head of the Decibel ecosystem.

- Matthew is quite a principled person; he talked about crimes in the crypto world and then mentioned Epstein, which led to a discussion about Diddy.

- I am familiar with SBF, Do Kwon, and Epstein, but it was the first time I heard about Diddy.

- Later, I checked and found out that Puff Daddy is actually Diddy; the Chinese translation comes from his debut stage name.

This is a microcosm of the significance of running conferences; sometimes, due to cultural differences, many pieces of information can only be thoroughly understood through face-to-face communication.

Returning to the dinner itself, Decibel had a similar journey of understanding.

Before coming, I only knew it was a PerpDEX and nothing else.

After communication and presentations during the dinner, I at least confirmed the following things:

- Decibel is completely incubated by Aptos; it's definitely a favored child with plenty of funds.

- It has found the top-tier agency in the Chinese market for promotion.

- The gameplay is similar to early Aster, staking Stable Coin to earn points, and it's basically confirmed as the minting cash cow of the Aptos chain.

- Currently, the Season 0 mainnet hasn't launched yet, and the features of the PerpDEX seem to focus on the gains from U.S. Treasury interest-bearing assets.

Based on the above judgments, I deposited $10,000 right after the dinner.

At that time, the limit was only $50m and was almost full, so I didn't tweet about it. Today, I see the limit has increased to $80m, so I wanted to chat about it.

Decibel currently supports USDC on APT, SOL, and EVM chains; a single wallet supports deposits of $50-$1m, and there are just over four days left.

Depositing now can earn Season 0 points and DLP distribution (sharing transaction fees).

I won’t post the specific invitation link; if you want to participate, you can use a small account to pull in a larger account for extra point benefits.

Still, as I said, this article is just a personal investment sharing, not constituting any advice; risks are taken on your own, and profits and losses are your own responsibility. I wish everyone prosperity.

The new investors today may not know that four years ago, the Spring Festival Gala gave birth to an annual super big dog.

Shen Teng's remark "I am the dog king of the metaverse" caused the similarly named Meme on BNBChain to surge nearly 1000 times in just five days, making countless people rich.

As an annual grand event, the Spring Festival Gala attracts the attention of Chinese people worldwide, and Memes, as a reflection of attention value, naturally cannot be absent.

However, times have changed. After 25 years of intense trench PVP battles, many people have become indifferent to Memes.

Most of those still active in the market are farmers used to daily settlements; for ordinary people, making money from three active chains and hundreds of similarly named memes is extremely difficult.

Therefore, it might be wise to shift focus to options with fewer choices.

I had a chat with Mr. Yu from the Binance-linked prediction market Probable in Hong Kong, and I think their approach is quite right.

To capture the traffic from the Spring Festival Gala, Probable has launched many related predictions.

- Who will appear at the CCTV Spring Festival Gala in 2026?
- Who will be the box office champion during the 2026 Spring Festival?
- Will CZ publish a Chinese New Year blessing on X?
- Will Shen Teng's Spring Festival skit reach number one on Weibo's hot search list?
- Will there be a new Binance Alpha listing during the Spring Festival holiday?
- What will be the gold dog meme coin of the 2026 Spring Festival Gala?

It's not hard to see that some of these are purely binary options, and the expectations are very high; it's almost like free money.

It's not about mindlessly following CX, but rather that Memes do not only take the form of memecoins; prediction markets (options) are also a noteworthy way to play.

As a legitimate prediction market backed by YZiLabs PancakeSwap, Probable has created a positive EV environment for participants through points and potential airdrop expectations.

Disclaimer: This article is for informational purposes only and does not contain any recommendations. Please comply with local laws and regulations.

$BNB

Binance's game is the most important thing to run

Objectively speaking, there is no doubt that Binance is the highest mountain in the industry, whether in terms of liquidity depth, information hierarchy, or various aspects

At the same time, being in the top position is also dangerous; it's easy to get lost in flattery and praise, easily caught up in the siege of public opinion

But at least for now, Binance is doing well, young enough, always listening to advice, and it can be felt that the community is always and still the first priority in Binance's eyes

Thanks to Yaya and Alina for the invitation again; I feel a great sense of accomplishment being able to give Binance suggestions from a retail investor's perspective

The industry is indeed bearish, liquidity is tightening, no one is making money, and Twitter has started to play the small circle game again, with some eager individuals keen to divide users into this faction or that faction, with name-calling and bickering being quite enjoyable

As an old hand who has come through the inscription period, I am too familiar with this scene; the result of forming cliques is vicious infighting that harms both sides, with liquidity ultimately being taken away by speculators

Therefore, personally speaking, I do not belong to any faction nor any group; I am just a user of exchanges, and I will use whoever is good

Just like an old foodie regarding the relationship between KFC and McDonald's

Whoever invites me to give suggestions, I will gladly accept, improve the product, expand the pie, and let more compliant and traditional funds come in; that is our main contradiction

It can be seen that Binance has the same idea; killing off the second and third ranks has never been Binance's goal; focusing solely on doing things well is the pattern and responsibility that I see in this industry giant through Yaya and Alina

$BNB

Many people may not have noticed that xhunt has been frantically warning about Aztec these days

Aztec will be the largest TGE of the year

From Aztec's recent large-scale attention to the movements of exchanges

Binance / Binance US / OKX / Gate / Upbit / Kreken / Bybit / Bitget / Bithumb / HTX / Kucoin / Bitpanda / CryptoCom / MEXC / BitMart

Not officially announced yet, but there is no doubt that it will be a full house again

Vitalik(@VitalikButerin) expressed disappointment in L2, but coincidentally Aztec is an L2, so has Aztec truly missed its timing? I don't think so

- Firstly, Vitalik's control over ETH is gradually diminishing, just like the direction he led for several years has come to an end

- Secondly, various weakly related L2s like Base have already disproven the statement that 'L2 must depend on L1 to exist'

Based on these two points, I remain optimistic about Aztec, which focuses on privacy

/

From a cryptographic perspective, analyzing the ancestor Aztec is also targeted

- The team has almost independently built a complete technology stack for modern privacy computing, and most privacy projects are currently using the tools developed by their team

- The PLONK proof system invented has become the industry-wide standard, widely adopted by several mainstream projects such as zkSync and World

- The self-developed Noir programming language is one of the fastest-growing developer ecosystems in the world, gradually becoming the de facto standard for ZK application development

JPMorgan participated as an early institutional tester in the experiments of Aztec's technology, and the Taurus confidential token standard is also built based on its technology stack

/

In the face of such a behemoth, it’s always wise to keep an eye on the TGE

At least for now, many people have already voted with real money

In December last year, over 50% of the subscription funds for the public sale of $Aztec tokens came from community members, and the community is extremely fomo

More than two months have passed, and although the market has cooled down, it does not mean there are no arbitrage opportunities

As the pioneer of the privacy track, I will pay close attention

With the determination to engrave career and dreams on oneself, what can’t be accomplished?

Thanks to XDO and Sister Jia for the invitation

Very happy to meet leaders willing to listen to the voices of the community

LFG $WLFI LFG $USD1 🦅🥇

So this is how you guys bring in the commissions😅

It's still too oppressive.

The previously关注ed USA₮ and $USDT are Tether's layout of the "bright line" aimed at maintaining the stablecoin share

While the "dark line" targeting institutional settlement and asset tokenization is carried by the strategic investment project Rayls, with the core goal of establishing a settlement interface between institutions

Rayls' core development team Parfin has raised a total of 32 million dollars

The investors include lead investor Tether as well as crypto venture capital Framework Ventures, ParaFi Capital, traditional financial giant Accenture Ventures under Accenture, and the Latin American clearing hub Núclea also participated in the investment

The architecture adopts a privacy node + public chain model, allowing institutions to tokenize receivables and deposits within private nodes

Through ZKP and FHE technology, achieving a balance between transaction confidentiality and regulatory auditing

Assets cross-chain into public L1 to access DeFi liquidity, allowing retail investors to obtain the rights to profits that were originally locked within banks

Core landing data and progress:

- Selected for the Brazilian Central Bank CBDC pilot and provided privacy technology solutions

- Núclea processes 10,000 dollars of tokenized receivables weekly; the AmFi plan aims to introduce 1 billion dollars in asset flow

- RLS has been launched on Binance Alpha+, Coinbase, and other platforms with an FDV of about 70 million dollars

- The token includes a 50% destruction mechanism, and public chain Gas fees are settled in stablecoins

- The mainnet will officially launch in Q1 2026, marking a key node for institutional funds to go on-chain

That said, as BTC breaks and officially declares entry into a bear market stage

Facing a season of altcoins with no more liquidity flooding and the failure of peak escape indicators, this is a topic we must learn

Therefore, paying more attention to projects like Tether and Rayls, which have a higher ceiling, is also a necessary lesson for us in the crypto circle to mine gold from the manure.

Previously invited by a friend to a family gathering, during which her mother asked me what I think of $XRP

Although I am All In Crypto, when asked about my thoughts on this long-term top five market cap public chain coin, I really didn't know how to respond at that moment

This also represents a generation gap that exists between current crypto investors and the broader cryptocurrency community

What we are more familiar with are BNBChain, Solana, Base, while they are more interested in XRP, ADA, Doge

/

In fact, outside of the Chinese community, the holding scale and loyalty of XRP are astonishing, but this group of holders rarely voices their opinions on social media, typical of the silent majority

These massive assets have long been in a dormant state, with the vast majority locked in exchanges or lying in cold wallets gathering dust

In contrast, BTC has already entered the BTCFi era initiated by Babylon, and the liquidity yields of ETH are quite basic

XRP, also among the top five by market cap, has indeed lacked a secure and native yield layer for a long time

The emergence of DopplerFinance has completed the last piece of the XRPfi puzzle

The background is solid, with investors including top-tier institutions such as DCG, HashKey Capital, GSR, and deep backing from the Ripple official ecosystem

Strategically, it follows an institutional-level DeFi route, using neutral hedging strategies and custodial solutions like Ceffu to keep risks at an extremely low level

Currently, the TVL is approaching 100 million USD, with an average single deposit over ten thousand, indicating that those focusing here are mostly large holders and institutional funds

/

The participation method is also quite straightforward; currently, it is mainly through depositing $XRP or Ripple's official stablecoin $RLUSD to earn Doppler Points

You need to prepare a Girin Wallet that supports social login; you can deposit from the exchange to the blockchain

Recently, expectations for the RLUSD incentive program are very high, and substantial actions are likely to occur in February

It is important to note that withdrawals will have a 7-day waiting period, so it's more suitable for holders planning to hold long-term

You can choose to register multiple accounts and invite yourself to maximize point earnings

I’m afraid the 'Ender' described by Liu Cixin may appear in our lifetime!

According to Forbes, just after SpaceX, owned by Elon Musk, completed its merger with xAI, his personal wealth surpassed $800 billion, firmly securing his place as the world's richest person.

His personal wealth is currently about $570 billion higher than that of the second richest person on the billionaire list, Google co-founder Larry Page.

This marks the fourth time Musk has broken his personal wealth record in four months.

$800 billion is truly an enormous amount; many people don’t really feel its weight.

- If viewed as the GDP of a country, he ranks approximately between 20th and 25th globally, surpassing the annual GDP of Switzerland, Poland, or Sweden.

- If all of it were converted into $100 bills, stacked up, the height would be about 880 kilometers, already reaching beyond the atmosphere.

- If you started spending $100,000 every day from the Qin Dynasty (221 BC), you would only reach about 1/10 of Musk's wealth by today, 2026.

It is reported that SpaceX may choose to go public around June 28, 2026.

This day not only marks Musk's 55th birthday but also coincides with a rare orbital conjunction of Jupiter and Venus, full of the space romanticism he consistently favors.

Investment banks predict that its IPO valuation will reach $1.5 trillion, with a target fundraising amount exceeding $50 billion.

This will easily break the record held by Saudi Aramco, becoming the largest IPO in human history.

$BTC

Semaglutide is simply selling like crazy 💸

The parent company of 'Semaglutide', Novo Nordisk, just released its 2025 financial report, and it's basically a money printer: total sales amount to approximately 250.8 billion RMB

At present, it seems that the only competitor capable of shaking its position globally is its old rival, 'Tirzepatide'

The battle of the two giants in the pharmaceutical industry has already entered a fever pitch, with Tirzepatide selling 24.8 billion dollars in the first three quarters of last year

After the annual data is revealed, it's really hard to say who will be the new generation 'King of All Medicines'

Interestingly, right after these two weight loss miracle drugs were launched, many influencers and entertainment stars announced their 'successful diet and exercise weight loss' 😂

I must say, weight management is truly a super essential trillion-level market.

Wolf Cub spent 55 dollars to have OpenClaw post a tweet 😂

This is also the voice of many friends playing OpenClaw / MoltBook recently, buying an API is just too damn expensive, and it's easy to accidentally overshoot the budget

In fact, there are many tricks to save the budget, like DGrid

Not much to say about the project overview, you can check it out on RootData, in short, it’s a legitimate AI with funding

Mainly want to talk about their 'Genesis Membership Plan'

- DGrid Premium annual subscription fee 1580U

- Can simultaneously use OpenAI Pro $200, Grok Heavy $300, Gemini Ultra $250, Claude Max $200 subscription memberships

- Equivalent to enjoying a $11,400 annual fee membership at a 1.4% discount

- Also, a monthly gift of 300U Token consumption quota

- There are also rewards for mining tokens DGAI and IOTX, but that’s not the focus

In short, if you are not a heavy user, or just want to try out the latest AI tools, buying a membership here to access the API is still relatively cost-effective

Of course, it’s not necessary to pay

DGrid recently set up an AI Arena, where you can choose the better one among the answers of two anonymous models, in exchange for USDT rewards, zero consumption pure freebie, which is quite interesting

@币安广场

Live one session and earn five to six thousand yuan, what else do you need a bicycle for?

They say the content in the Twitter cryptocurrency space has no traffic because it doesn't make money. Today, I'm sharing some real money-making tips, let's see if there's any traffic.

Recently, Binance Square live streaming can be a dual benefit, so pay close attention.

❚ Prize Pool 1: Binance Square Official Event

- Any post or live stream with excellent content is acceptable.

- Event period: January 26 - February 15

- Prize amount: 10 people share 10 BNB daily.

- Responsible person: Brother Ying

❚ Prize Pool 2: WLFI Incentive Event

- Live streaming related content $WLFI / $USD1 on Binance Square

- Event period: February 4 - February 13

- Prize amount: Total of 50k USD1

- Sponsor and responsible person: Jiayi

/

In other words, by streaming once, you have the chance to win

「267 bowls of pig trotters rice」or「107 meals at KFC」or「1 iPhone 17」

I’ll go first, you do as you please.

@币安广场