朱老师区块链
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朱老师区块链
Square Verified+价值投资社区，项目投研专家，返佣码：BC3000。2项国家级区块链重点研发项目核心成员，10年讲3000个项目。公众号：共识偏差（新）书中自有大饼屋，油管：朱老师区块链3000问，b站知乎，喜马拉雅同名节目，推特：朱老师区块链
2025 Blockchain 100 — Independent Researcher
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The semiconductor market is starting to retreat—will the next round of行情 shift to the crypto market?$SKHY
SK Hynix has taken a 3-day break. With all the policies in Korea, I tried to buy first thing this morning but couldn’t push through anymore. Now it really seems the funds aren’t willing to come in. The next range is 880. A Korean girl: “This is the darkest summer I’ve ever seen!” $SKHYNIX
Alright, the weekend is almost here—1879, just a little bit away. But there are too many quantitative robots in the market. On the short term, you guys really can’t beat them. They’re like blood-sucking machines that feed and then move on, running nonstop 24/7!
$ETH
$ETH
朱老师区块链
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Ethereum weekend target 1888—do you think it’s possible?
$ETH
$ETH
Verified
Seems like a rescue effort, but it may be that they’re really about to crack—after all, the Korean stock market relies on just two companies. This recent mini-collapse in semiconductors could trigger a larger subsequent collapse! Ease foreign exchange controls and let others take over the bag! Then they won’t be the ones holding
$KORU
$KORU
Verified
Regarding Seiler disagreeing with BIP110, I think BIP110 has its pros and cons. Upgrading can indeed make the Bitcoin network more focused on currency transactions rather than storage. Right now, the synchronization pressure on nodes is increasing, and storage costs are rising!
The downside is that it directly changes the formula mechanism; it can directly block legitimate high-volume transactions, which goes against some of the core principles of blockchains.
I’m inclined to change it—if there are problems later, we can continue upgrading. Nature’s evolution mechanism is: if there’s a problem, deal with it; after resolving it, new problems may arise, and then continue addressing them!
$BTC
The downside is that it directly changes the formula mechanism; it can directly block legitimate high-volume transactions, which goes against some of the core principles of blockchains.
I’m inclined to change it—if there are problems later, we can continue upgrading. Nature’s evolution mechanism is: if there’s a problem, deal with it; after resolving it, new problems may arise, and then continue addressing them!
$BTC
Verified
Let’s talk about BNB burn. Recently, Binance released the 36th BNB burn.:
BNB burn has gone through 3 stages in total:
First stage (2017–2021): Binance would use 20% of the exchange’s profits to buy back tokens. The tokens were bought from the Foundation’s holdings. At the time, the allocations were: ICO 50%, team 40%, investors 10%.
Second stage (end of 2021): Then the mechanism changed to an algorithm instead of using exchange profits, specifically via bnbburn.io. It’s still a buyback from the Foundation’s holdings, not from the market.
Third stage (BEP95): In addition to the second stage, an extra Gas Fee Burn was introduced. The more gas is used, the more that gas fee—10%—gets destroyed. Of course, at the moment, this volume is relatively small compared to direct burning.
So far, BNB burn has burned 66.8 million tokens, and there are 33.17 million remaining. At the current pace, it should take about 5 years to complete the target!
$BNB
BNB burn has gone through 3 stages in total:
First stage (2017–2021): Binance would use 20% of the exchange’s profits to buy back tokens. The tokens were bought from the Foundation’s holdings. At the time, the allocations were: ICO 50%, team 40%, investors 10%.
Second stage (end of 2021): Then the mechanism changed to an algorithm instead of using exchange profits, specifically via bnbburn.io. It’s still a buyback from the Foundation’s holdings, not from the market.
Third stage (BEP95): In addition to the second stage, an extra Gas Fee Burn was introduced. The more gas is used, the more that gas fee—10%—gets destroyed. Of course, at the moment, this volume is relatively small compared to direct burning.
So far, BNB burn has burned 66.8 million tokens, and there are 33.17 million remaining. At the current pace, it should take about 5 years to complete the target!
$BNB
Partly True
This Foward Industrial U.S. stock rose 15% today. By all logic, U.S. stocks shouldn’t be moving during the day, so I looked into it and found that this company has become a SOL treasury company, similar to SOL’s MicroStrategy. But this news should have been announced on July 1, so the intraday rise today should have been for some other reason, right? I suspect a small number of people knew in advance about a potentially positive announcement that might be released on Monday! Otherwise, it wouldn’t be possible for them to start rushing to buy on Saturday! Does anyone know?
$FWDI
$FWDI
BTW, maybe, perhaps need to start, it has been going sideways for nearly a month. Just guessing, not providing investment advice, after all, I’m not the boss!
$BTW
$BTW
War robots are here. The best application for physical AI is the battlefield. This time, when the U.S. military attacked Iran, 400 people died. How much compensation would one person be owed? Once the cost of robots comes down, the cost-effectiveness can be said to be maximized.
In the second half, AI will definitely be physical AI. Find companies related to the core components of robots.
$TSLA
In the second half, AI will definitely be physical AI. Find companies related to the core components of robots.
$TSLA
Verified
I looked into why AKE has been rising so fast—up nearly 10x in 3 days. After checking its fundamentals, it’s just a fairly mediocre AI agent project with average funding.
Also, the holdings are highly concentrated, and there’s news from July 16: an address on Aster opened a $3 million long position.
If this isn’t a dog-and-pony scheme, I don’t know what is—because in those 3 days, AKE was still at the bottom. Its market cap was $4 million; only after a 10x pump did it reach $40 million. Who would dare to go all-in with so much money on a trash project like this?
However, I’ve also looked at this wallet address. On the Aster browser, it has already been set to private, so you can’t view it anymore!
$AKE
Also, the holdings are highly concentrated, and there’s news from July 16: an address on Aster opened a $3 million long position.
If this isn’t a dog-and-pony scheme, I don’t know what is—because in those 3 days, AKE was still at the bottom. Its market cap was $4 million; only after a 10x pump did it reach $40 million. Who would dare to go all-in with so much money on a trash project like this?
However, I’ve also looked at this wallet address. On the Aster browser, it has already been set to private, so you can’t view it anymore!
$AKE
Inflation data is favorable—this year, rate cuts could be on the horizon! Let’s go, big coin!
$BTC
$BTC
币安上线36只BStocks：AI、半导体、Crypto龙头全解析，一文看懂全球核心资产！
币安中文社区
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🤩 My brave fellow, I see that your bones are astonishing
Why not come and co-create a book, 《bStocks Practical Guide》❓
Choose the chapter you’re good at or interested in, write tutorials, guides, or practical experience. Forward this post with #币安用户共创 to participate.
✍️ If your content is included, you’ll receive the author’s credit + 199 USDT
🏅 The top 10 pieces will receive the Co-Editor-in-Chief credit + 1 BNB + #币安九周年 swag
Building a better product depends on all of us—立即报名!
Why not come and co-create a book, 《bStocks Practical Guide》❓
Choose the chapter you’re good at or interested in, write tutorials, guides, or practical experience. Forward this post with #币安用户共创 to participate.
✍️ If your content is included, you’ll receive the author’s credit + 199 USDT
🏅 The top 10 pieces will receive the Co-Editor-in-Chief credit + 1 BNB + #币安九周年 swag
Building a better product depends on all of us—立即报名!
SanDisk’s Q2 earnings are currently expected to be 8.3 billion, which is 2 times the previous quarter; quarter-over-quarter, they are up 7 times compared with Q2 2025. It has beaten expectations for 6 consecutive quarters already—once the earnings report drops, it’s likely there’s still one final dance left!
$SNDK
$SNDK
朱老师区块链
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SanDisk is down more than a dozen points tonight. For now, I’m watching 1300; 1300 looks like it can break below the wave low.
$SNDK
$SNDK
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