lixiaolong
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lixiaolong
be water,my friend!
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I dug into the order book of @Dusk —there are a few data points worth discussing.
Price has been consolidating around $0.065 for two weeks. RSI at 51 is in the neutral zone. MACD has just issued a golden cross signal, but volume confirmation hasn’t come through yet. Support is at $0.066, resistance at $0.074. It’s stuck above the 5-day moving average and testing the long-term moving average—this is a typical bottoming structure.
More interesting is the token supply/positioning: over 30% of the DUSK supply has already been staked, with an APR of about 27%. The circulating supply is tightening, but the price hasn’t moved. The DuskEVM testnet has just launched; voting in the OpenDusk treasury is underway; and RWA development activity is in the Top 10. Fundamentals are building, but the market hasn’t priced it in yet.
This kind of gap—where fundamentals run ahead of price—usually doesn’t last for too long.
#dusk $DUSK @Dusk
Price has been consolidating around $0.065 for two weeks. RSI at 51 is in the neutral zone. MACD has just issued a golden cross signal, but volume confirmation hasn’t come through yet. Support is at $0.066, resistance at $0.074. It’s stuck above the 5-day moving average and testing the long-term moving average—this is a typical bottoming structure.
More interesting is the token supply/positioning: over 30% of the DUSK supply has already been staked, with an APR of about 27%. The circulating supply is tightening, but the price hasn’t moved. The DuskEVM testnet has just launched; voting in the OpenDusk treasury is underway; and RWA development activity is in the Top 10. Fundamentals are building, but the market hasn’t priced it in yet.
This kind of gap—where fundamentals run ahead of price—usually doesn’t last for too long.
#dusk $DUSK @Dusk
On-chain lending is having a pretty grim time. In Q2, the scale dropped from RMB 47.1 billion to RMB 21.9 billion—more than halved and down 53%. But when the money leaves, borrowing gets more expensive instead: the weighted stablecoin lending rate increased by 27 basis points to 3.88%.
This is the awkward situation with today’s floating-rate lending: liquidity pools are thinner, so rates jump more. You could borrow today at 4%, but tomorrow it might be 6%—it’s hard to predict. TermMax’s whole goal is to remove that uncertainty by locking both the interest rate and the term upfront, with settlement only at maturity.
As for the structure after the Aug 25 TGE: total supply is 1 billion, with initial circulating supply at about 20%. The community allocation is 15% with no cliff—holders can claim directly after TGE. Investors get 28%, subject to a 12-month cliff, then released over 24 months. The short-term sell pressure is basically only from that community portion; institutions and the team can’t withdraw yet.
The data is there to see: TVL over USD 90 million, 1.5 million registered wallets, daily active users peak at 170,000, across 10 chains, integrating Morpho/Aave/Venus/Pendle.
One more pitfall to flag: the current market is trading above that “TMX $1.12,” which is a similarly named old coin TMXOLD on Arbitrum. Its total supply is only 20 million, and it’s not the same as TermMax’s TMX (total supply 1 billion, not listed for trading yet). Even CoinGecko still has it labeled as “Coming soon,” so don’t buy the wrong one.
XP/AP/MP points are still being accumulated, and the final exchange ratio hasn’t been officially set—this is the biggest uncertainty.
@TermMax
#termmax @TermMax
This is the awkward situation with today’s floating-rate lending: liquidity pools are thinner, so rates jump more. You could borrow today at 4%, but tomorrow it might be 6%—it’s hard to predict. TermMax’s whole goal is to remove that uncertainty by locking both the interest rate and the term upfront, with settlement only at maturity.
As for the structure after the Aug 25 TGE: total supply is 1 billion, with initial circulating supply at about 20%. The community allocation is 15% with no cliff—holders can claim directly after TGE. Investors get 28%, subject to a 12-month cliff, then released over 24 months. The short-term sell pressure is basically only from that community portion; institutions and the team can’t withdraw yet.
The data is there to see: TVL over USD 90 million, 1.5 million registered wallets, daily active users peak at 170,000, across 10 chains, integrating Morpho/Aave/Venus/Pendle.
One more pitfall to flag: the current market is trading above that “TMX $1.12,” which is a similarly named old coin TMXOLD on Arbitrum. Its total supply is only 20 million, and it’s not the same as TermMax’s TMX (total supply 1 billion, not listed for trading yet). Even CoinGecko still has it labeled as “Coming soon,” so don’t buy the wrong one.
XP/AP/MP points are still being accumulated, and the final exchange ratio hasn’t been officially set—this is the biggest uncertainty.
@TermMax
#termmax @TermMax
TGE in six days—TermMax has quietly done something big: it has moved fixed rates onto the Canton Network.
Specifically, TermPrime is live: an institutional-grade trading platform with the first fixed rate and fixed term. It’s built for “legitimate forces” like brokers and market makers that need predictable cash flows. The same team is also running node verification—meaning they handle both the protocol and the infrastructure, without outsourcing.
The chain lineup has expanded to 10. New additions include HyperEVM and Robinhood Chain—the latter only launched last month, and TermMax has already connected to it. The pace is unreal. App V2 consolidates multi-chain order books and limit orders into a single interface, so there’s no more switching back and forth. On the collateral side, tokenized QQQ, SPY, and NVDA can be used directly as collateral—working like traditional stock-backed financing. Institutions can get onboard without changing their existing workflows.
Data is on track too: TVL is over $90M, 1.5M registered wallets, and daily active users peaked at over 170K. On August 25, TMX total supply will be 1 billion, with an initial circulating share of about 20%. XP/AP/MP points will unlock at that time, and the final allocation and lockup details will be released by the official team in advance.
From “building infrastructure” to “token-driven growth”—the window is just a few days left.
#termmax @TermMax
Specifically, TermPrime is live: an institutional-grade trading platform with the first fixed rate and fixed term. It’s built for “legitimate forces” like brokers and market makers that need predictable cash flows. The same team is also running node verification—meaning they handle both the protocol and the infrastructure, without outsourcing.
The chain lineup has expanded to 10. New additions include HyperEVM and Robinhood Chain—the latter only launched last month, and TermMax has already connected to it. The pace is unreal. App V2 consolidates multi-chain order books and limit orders into a single interface, so there’s no more switching back and forth. On the collateral side, tokenized QQQ, SPY, and NVDA can be used directly as collateral—working like traditional stock-backed financing. Institutions can get onboard without changing their existing workflows.
Data is on track too: TVL is over $90M, 1.5M registered wallets, and daily active users peaked at over 170K. On August 25, TMX total supply will be 1 billion, with an initial circulating share of about 20%. XP/AP/MP points will unlock at that time, and the final allocation and lockup details will be released by the official team in advance.
From “building infrastructure” to “token-driven growth”—the window is just a few days left.
#termmax @TermMax
There are a bunch of chains doing RWA, and also a bunch doing privacy—but when the three tags “regulated + privacy + RWA” are stacked together, there are only a few players that can really deliver.
Polymesh focuses specifically on compliance for security tokens, but it has almost no privacy. Secret Network has privacy smart contracts, relying on Intel SGX hardware—once a hardware vulnerability is discovered, everything is basically over. Midnight takes the ZK approach and overlaps with @Dusk , but it hasn’t yet secured cooperation with a licensed, exchange-level partner.
Dusk’s combo is: license + ZK + EVM compatibility—all in-house. The founder himself is the CTO of the Dutch licensed exchange NPEX, and compliance is built into the architecture rather than outsourced to lawyers. Hedger uses homomorphic encryption + ZKPs to build confidential EVM, without relying on hardware chips.
The DuskEVM testnet is already live, and Solidity can be deployed directly.
The track is crowded, but as of now there really isn’t a second company that has all three together.
#dusk $DUSK @Dusk
Polymesh focuses specifically on compliance for security tokens, but it has almost no privacy. Secret Network has privacy smart contracts, relying on Intel SGX hardware—once a hardware vulnerability is discovered, everything is basically over. Midnight takes the ZK approach and overlaps with @Dusk , but it hasn’t yet secured cooperation with a licensed, exchange-level partner.
Dusk’s combo is: license + ZK + EVM compatibility—all in-house. The founder himself is the CTO of the Dutch licensed exchange NPEX, and compliance is built into the architecture rather than outsourced to lawyers. Hedger uses homomorphic encryption + ZKPs to build confidential EVM, without relying on hardware chips.
The DuskEVM testnet is already live, and Solidity can be deployed directly.
The track is crowded, but as of now there really isn’t a second company that has all three together.
#dusk $DUSK @Dusk
Traditional securities trading settlement takes T+2—two days. @Dusk Above is 10 seconds.
Not blowing smoke—Dusk natively supports atomic settlement via DvP: the transfer of securities and the payment are bundled into a single transaction, so they succeed or fail together. There is no risk of "the money is paid but the assets never arrive." In traditional finance, this relies on layers of guarantees from clearinghouses and intermediaries; Dusk replaces that with on-chain logic.
Paired with 10-second finality, a securities trade can go from matching to settlement completion faster than it takes you to finish reading this post. NPEX needs to bring more than €300 million in assets on-chain—if it truly runs end to end, it’s a dimensionality drop.
#dusk $DUSK @Dusk
Not blowing smoke—Dusk natively supports atomic settlement via DvP: the transfer of securities and the payment are bundled into a single transaction, so they succeed or fail together. There is no risk of "the money is paid but the assets never arrive." In traditional finance, this relies on layers of guarantees from clearinghouses and intermediaries; Dusk replaces that with on-chain logic.
Paired with 10-second finality, a securities trade can go from matching to settlement completion faster than it takes you to finish reading this post. NPEX needs to bring more than €300 million in assets on-chain—if it truly runs end to end, it’s a dimensionality drop.
#dusk $DUSK @Dusk
TGE is in 7 days. People in the朋友圈 are still debating whether TMX can make it, but not many can clearly explain what exactly this protocol solves.
To put it simply: in DeFi, borrowing money comes with floating interest rates—3% today could be 15% tomorrow, so you can’t accurately calculate your costs. TermMax locks both the interest rate and the term; settlement happens only at maturity. It’s basically the same idea as buying a zero-coupon bond.
It doesn’t sound glamorous, but institutions recognize it. In January this year, it took Ondo’s tokenized stocks as collateral. For the first time, brokers were able to lend money at a fixed interest rate without having to sell tickets. In traditional finance, this is called “stock pledge financing.” In DeFi, it’s something nobody had really done before.
The numbers aren’t underwhelming either: TVL exceeds 100 million, spanning 8 chains. Daily active addresses rank second on Token Terminal’s lending/borrowing leaderboard—just lower than Aave.
After Morpho, it released the Midnight whitepaper; then Kamino and Euler all moved toward fixed-rate models as well. That suggests the direction hasn’t gone off track.
TGE is on August 25. The points window is down to only a few days—if you want to get on board, weigh it for yourself.
#termmax @TermMax
To put it simply: in DeFi, borrowing money comes with floating interest rates—3% today could be 15% tomorrow, so you can’t accurately calculate your costs. TermMax locks both the interest rate and the term; settlement happens only at maturity. It’s basically the same idea as buying a zero-coupon bond.
It doesn’t sound glamorous, but institutions recognize it. In January this year, it took Ondo’s tokenized stocks as collateral. For the first time, brokers were able to lend money at a fixed interest rate without having to sell tickets. In traditional finance, this is called “stock pledge financing.” In DeFi, it’s something nobody had really done before.
The numbers aren’t underwhelming either: TVL exceeds 100 million, spanning 8 chains. Daily active addresses rank second on Token Terminal’s lending/borrowing leaderboard—just lower than Aave.
After Morpho, it released the Midnight whitepaper; then Kamino and Euler all moved toward fixed-rate models as well. That suggests the direction hasn’t gone off track.
TGE is on August 25. The points window is down to only a few days—if you want to get on board, weigh it for yourself.
#termmax @TermMax
How do you guys bind Discord for this TermMax task in the Binance wallet?
After I authorize through my app, the page loads nothing— is this a bug or what’s going on? On the web version, I can’t find where to link a social account; there’s only an option to unlink X ~
After I authorize through my app, the page loads nothing— is this a bug or what’s going on? On the web version, I can’t find where to link a social account; there’s only an option to unlink X ~
Can we add a prize pool like in Season 5’s trading contest? Since there are task thresholds, I think it makes sense to add one—otherwise retail investors basically have nothing to play with~
Binance News
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Binance Wallet to Launch bStock AI-Powered PnL Trading Competition With Up to 100,000 USDC in Rewards
According to the announcement from Binance, the Binance bStock AI-Powered PnL Trading Competition will launch on Binance Wallet, with support from BNB Chain Agent Studio and CoinMarketCap (CMC). The campaign invites users to trade bStocks, or tokenized stocks, through Binance Agentic Wallet while using AI-powered market analysis from CMC and Agent Studio. The competition will track Realized PnL, and the prize pool will expand as registered participants’ combined bStocks AUM reaches milestone thresholds, with total rewards of up to 100,000 USDC. Registration and the Competition Period run from 2026-08-17 09:00:00 (UTC) to 2026-09-01 00:00:00 (UTC). Only Realized PnL from eligible bStocks pairs traded through Binance Agentic Wallet will count toward the leaderboard and reward distribution. Realized PnL is calculated using the FIFO method and includes only gains or losses from positions sold before the Competition Period ends, while unrealized positions will not count. Trades made through Binance Alpha, third-party dApps, or other channels will not be included. Participants must register with a Binance Agentic Wallet, complete the required AI tasks using CMC market data and BNB Chain Agent Studio stock analysis, and trade eligible bStocks pairs on BNB Smart Chain against USDT, USDC, USD1, U, BNB, or WBNB. The announcement states that only participants with positive Realized PnL and full task completion will be eligible for rewards, while rankings will be based on Realized PnL only.
The reward structure is tied to the combined bStocks AUM held by registered participants in their Agentic Wallets. No minimum AUM unlocks a 50,000 USDC prize pool, while combined AUM of at least $1.5 Million unlocks 75,000 USDC and combined AUM of at least $5 Million unlocks 100,000 USDC. At the end of the Competition Period, the top 100 eligible participants ranked by Realized PnL will receive rewards based on final placement, with the highest payouts going to the top ranks and smaller amounts distributed through 100th place. The announcement says rewards will be calculated after the Competition Period ends and distributed in USDC within 14 business days after the Internal Review Period to eligible winners’ registered Binance Agentic Wallets. If fewer than 100 participants qualify, only eligible participants will receive rewards, and any undistributed rewards will not be reallocated. The campaign results will enter a 3-day public review period after the competition ends, followed by a 3-day internal review period before final distribution. Binance Wallet said all trading activity, AI task completion, Realized PnL, and reward calculations will be determined by its final records, and it reserves the right to disqualify activity linked to wash trading, illegal bulk registrations, self-dealing, or other signs of market manipulation.
The reward structure is tied to the combined bStocks AUM held by registered participants in their Agentic Wallets. No minimum AUM unlocks a 50,000 USDC prize pool, while combined AUM of at least $1.5 Million unlocks 75,000 USDC and combined AUM of at least $5 Million unlocks 100,000 USDC. At the end of the Competition Period, the top 100 eligible participants ranked by Realized PnL will receive rewards based on final placement, with the highest payouts going to the top ranks and smaller amounts distributed through 100th place. The announcement says rewards will be calculated after the Competition Period ends and distributed in USDC within 14 business days after the Internal Review Period to eligible winners’ registered Binance Agentic Wallets. If fewer than 100 participants qualify, only eligible participants will receive rewards, and any undistributed rewards will not be reallocated. The campaign results will enter a 3-day public review period after the competition ends, followed by a 3-day internal review period before final distribution. Binance Wallet said all trading activity, AI task completion, Realized PnL, and reward calculations will be determined by its final records, and it reserves the right to disqualify activity linked to wash trading, illegal bulk registrations, self-dealing, or other signs of market manipulation.
Borrowing money is what made me understand how deadly it can be when interest rates change.
Today on Aave you might borrow at 3%—tomorrow it could jump to 15%, and your paper profits can be wiped out by interest in minutes. TermMax does exactly what its name implies: it blocks this path by locking both the interest rate and the term at the same time. Settlement happens only at maturity, which is basically buying an on-chain zero-coupon bond—you get exactly what you were promised.
This wave of "certainty" is being repriced by the market: TVL has broken $100 million, deployed across 8 chains, and daily active addresses rank second on Token Terminal’s lending leaderboard—just behind Aave. Even Morpho is left trailing. In January, the project started accepting Ondo tokenized stocks as collateral. For the first time, institutions can access fixed-rate liquidity without having to sell tickets. With the TMX TGE coming on August 25, XP/AP/MP points will be redeemable then, and the window to accumulate points is getting narrower and narrower.
By the time Morpho released the Midnight whitepaper and Kamino and Euler had all written fixed-rate mechanisms into their roadmaps, TermMax was already standing on that road.
#termmax @TermMax
Today on Aave you might borrow at 3%—tomorrow it could jump to 15%, and your paper profits can be wiped out by interest in minutes. TermMax does exactly what its name implies: it blocks this path by locking both the interest rate and the term at the same time. Settlement happens only at maturity, which is basically buying an on-chain zero-coupon bond—you get exactly what you were promised.
This wave of "certainty" is being repriced by the market: TVL has broken $100 million, deployed across 8 chains, and daily active addresses rank second on Token Terminal’s lending leaderboard—just behind Aave. Even Morpho is left trailing. In January, the project started accepting Ondo tokenized stocks as collateral. For the first time, institutions can access fixed-rate liquidity without having to sell tickets. With the TMX TGE coming on August 25, XP/AP/MP points will be redeemable then, and the window to accumulate points is getting narrower and narrower.
By the time Morpho released the Midnight whitepaper and Kamino and Euler had all written fixed-rate mechanisms into their roadmaps, TermMax was already standing on that road.
#termmax @TermMax
Someone asked an interesting question: if CZ had not founded Binance back then, but had instead gone to Nasdaq to become CTO, how much would BNB be worth today?
@Dusk is now playing out a similar script. The founder is also the CTO of the Dutch-licensed exchange NPEX, holds an MTF license, uses compliance-driven reverse technology, and plans to put over €300 million in assets onto the blockchain.
Santiment data shows that Dusk ranks in the Top 10 for active development in RWA, not a PPT project. The OpenDusk community treasury vote is also underway, and token holders are starting to have real influence.
This isn’t just about hype—it’s laying the groundwork.$DUSK #dusk
@Dusk is now playing out a similar script. The founder is also the CTO of the Dutch-licensed exchange NPEX, holds an MTF license, uses compliance-driven reverse technology, and plans to put over €300 million in assets onto the blockchain.
Santiment data shows that Dusk ranks in the Top 10 for active development in RWA, not a PPT project. The OpenDusk community treasury vote is also underway, and token holders are starting to have real influence.
This isn’t just about hype—it’s laying the groundwork.$DUSK #dusk
For most projects, “decentralized governance” is basically just lip service. @Dusk this time, it’s for real.
The OpenDusk community treasury vote is underway—token holders will decide whether to take some of the block rewards that were destroyed and put them into a community treasury to fund ecosystem projects.
In plain terms: before, the team decided how the money was spent—now, token holders vote on the direction. This isn’t just putting up a proposal as a formality; it’s a real transfer of financial power.
On top of that, with the DuskEVM testnet that went live on August 10, and the RWA development activity Top 10 ranking compiled by Santiment, governance, technology, and ecosystem efforts are all being pushed at the same time.
#dusk $DUSK @Dusk
The OpenDusk community treasury vote is underway—token holders will decide whether to take some of the block rewards that were destroyed and put them into a community treasury to fund ecosystem projects.
In plain terms: before, the team decided how the money was spent—now, token holders vote on the direction. This isn’t just putting up a proposal as a formality; it’s a real transfer of financial power.
On top of that, with the DuskEVM testnet that went live on August 10, and the RWA development activity Top 10 ranking compiled by Santiment, governance, technology, and ecosystem efforts are all being pushed at the same time.
#dusk $DUSK @Dusk
No wonder CZ decided to disable his public address!
A trader tracked CZ’s (the founder of Binance) public wallet and made $282,000 in just a few hours from the trade of $MarsCoin —achieving roughly a 29x return. He has become the most profitable wallet on $MARSCOIN right now.
1. Monitoring target
He has been continuously monitoring CZ’s public wallet activity in real time.
2. Perfect timing for “bottom-fishing”
The same second CZ’s wallet burned 4,444 units of $MarsCoin , the trader immediately moved.
He used 16 BNB (about $9,645) to buy 84.61 million units of $MARSCOIN.
To secure the #1 spot, he set the gas price to several hundred or even thousands of times the normal level, and ultimately paid a $9.93 gas fee.
3. Recoup immediately (2x strategy)
Right after buying, he executed the “sell after doubling to withdraw the principal” strategy:
Sell 50% of the position to recover the entire 16.4 BNB principal, and the remaining 42.30 million coins are all pure profit.
4. Take profit in batches—don’t rush to sell everything
He didn’t liquidate the remaining position all at once; instead, he sold gradually in batches to avoid missing further upside.
In the end, he sold all remaining 42.30 million coins, totaling 465 $BNB (about $282,000).
Profitable wallet address
0x30f10c14ecf2ca7850fcdbf6f5ec291c242da577
A trader tracked CZ’s (the founder of Binance) public wallet and made $282,000 in just a few hours from the trade of $MarsCoin —achieving roughly a 29x return. He has become the most profitable wallet on $MARSCOIN right now.
1. Monitoring target
He has been continuously monitoring CZ’s public wallet activity in real time.
2. Perfect timing for “bottom-fishing”
The same second CZ’s wallet burned 4,444 units of $MarsCoin , the trader immediately moved.
He used 16 BNB (about $9,645) to buy 84.61 million units of $MARSCOIN.
To secure the #1 spot, he set the gas price to several hundred or even thousands of times the normal level, and ultimately paid a $9.93 gas fee.
3. Recoup immediately (2x strategy)
Right after buying, he executed the “sell after doubling to withdraw the principal” strategy:
Sell 50% of the position to recover the entire 16.4 BNB principal, and the remaining 42.30 million coins are all pure profit.
4. Take profit in batches—don’t rush to sell everything
He didn’t liquidate the remaining position all at once; instead, he sold gradually in batches to avoid missing further upside.
In the end, he sold all remaining 42.30 million coins, totaling 465 $BNB (about $282,000).
Profitable wallet address
0x30f10c14ecf2ca7850fcdbf6f5ec291c242da577
Say something that stings: now the whole screen is full of RWA—90% of it is just issuing a token to ride the heat; there are very few actually building infrastructure.
@Dusk is one of them. Five days ago, DuskEVM launched on the testnet. With Solidity + Hardhat, you can deploy directly, so developers don’t need to learn anything new.
But the point isn’t EVM compatibility—the key is “programmable privacy.” It’s not a one-size-fits-all anonymity: the ZKPs that need to be hidden are kept hidden, the things that should be shown are shown to authorized parties, and when regulators want to investigate, it can be done via selective disclosure. What institutions fear most when putting themselves on-chain isn’t that the technology can’t work—it’s that they won’t pass compliance. At least this project is pushing in the right direction.
#dusk $DUSK @Dusk
@Dusk is one of them. Five days ago, DuskEVM launched on the testnet. With Solidity + Hardhat, you can deploy directly, so developers don’t need to learn anything new.
But the point isn’t EVM compatibility—the key is “programmable privacy.” It’s not a one-size-fits-all anonymity: the ZKPs that need to be hidden are kept hidden, the things that should be shown are shown to authorized parties, and when regulators want to investigate, it can be done via selective disclosure. What institutions fear most when putting themselves on-chain isn’t that the technology can’t work—it’s that they won’t pass compliance. At least this project is pushing in the right direction.
#dusk $DUSK @Dusk
Don’t just stare at the charts—check out what @Dusk did 5 days ago!
The DuskEVM test network is live. Simply put, Ethereum developers can deploy directly on it using Solidity + Hardhat, without having to learn anything new. This step looks small, but it’s actually crucial—how many great projects die from the “technically impressive but nobody can write it” problem.
Hedger’s homomorphic encryption + ZKP are also included. Developers can use familiar tools to build privacy-compliant applications, without having to grind through cryptography papers. The testnet is already up—how far away is the mainnet? Next, let’s see who can be the first to ship something real.
#dusk $DUSK @Dusk
The DuskEVM test network is live. Simply put, Ethereum developers can deploy directly on it using Solidity + Hardhat, without having to learn anything new. This step looks small, but it’s actually crucial—how many great projects die from the “technically impressive but nobody can write it” problem.
Hedger’s homomorphic encryption + ZKP are also included. Developers can use familiar tools to build privacy-compliant applications, without having to grind through cryptography papers. The testnet is already up—how far away is the mainnet? Next, let’s see who can be the first to ship something real.
#dusk $DUSK @Dusk
BlackRock yesterday sold about $5 million worth of Bitcoin, but since its Bitcoin ETF launched in January 2024, customers have cumulatively bought more than $60 billion worth of BTC. Currently, the relevant addresses still hold about 748,000 bitcoins (worth about $46.9 billion). I think these small-scale sales in the short term are almost negligible. What’s truly worth watching is the trend of sustained, large inflows of institutional capital over the long term. When you encounter volatility, you can just zoom your perspective out a bit.
$BTC
$BTC
Verified
I’ve been checking out DUSK lately, and it’s a bit different from most public chains—it’s targeting a niche market: the regulated financial space.
What attracts me most is the design of “programmable privacy”—not just a blunt, fully anonymous approach, but selectively hiding what should be hidden, revealing what should be revealed, and still allowing regulators to investigate with authorized access. For doing RWA and compliant security token on-chain, this direction genuinely hits a pain point.
DuskEVM’s mainnet is coming soon. It’s EVM-compatible, so Solidity developers can get started right away. Paired with Hedger’s homomorphic encryption + ZKP, it can address both institutional data privacy and compliance audit needs. I heard NPEX plans to move more than 300 million euros of assets on-chain through Dusk—if that really happens, it would be very convincing.
#dusk $DUSK @Dusk
What attracts me most is the design of “programmable privacy”—not just a blunt, fully anonymous approach, but selectively hiding what should be hidden, revealing what should be revealed, and still allowing regulators to investigate with authorized access. For doing RWA and compliant security token on-chain, this direction genuinely hits a pain point.
DuskEVM’s mainnet is coming soon. It’s EVM-compatible, so Solidity developers can get started right away. Paired with Hedger’s homomorphic encryption + ZKP, it can address both institutional data privacy and compliance audit needs. I heard NPEX plans to move more than 300 million euros of assets on-chain through Dusk—if that really happens, it would be very convincing.
#dusk $DUSK @Dusk
Has anyone received an airdrop from $NVDAB in the middle of the night? What kind of reward is this? I just opened my web3 wallet and saw this!
Breaking news, breaking news! SpaceX tonight will welcome its first large-scale unlocking!!!
Starting from the U.S. stock market open today, this batch—up to approximately 911.5 million shares held by employees and pre-IPO shareholders—will officially become eligible to sell, involving a market value of about $116 billion. The scale is unprecedented in U.S. stock market history!
Tonight, $SPCX is very likely to drop like a sieve! A phased bottom-buying signal is here!
Starting from the U.S. stock market open today, this batch—up to approximately 911.5 million shares held by employees and pre-IPO shareholders—will officially become eligible to sell, involving a market value of about $116 billion. The scale is unprecedented in U.S. stock market history!
Tonight, $SPCX is very likely to drop like a sieve! A phased bottom-buying signal is here!
Still swapping BTC for wBTC to play DeFi? You might be paying for "trust costs."
Most ways that BTC gets into DeFi are either by wrapping it into wBTC, bridging it to another network, or handing it over to a custodian—each step adds another layer of counterparty risk. The Trustless Bitcoin Vaults (TBV) with @BabylonLabs_io aims to do something very simple: let native BTC be used directly as collateral—no wrapping, no bridging, and no reliance on any intermediaries.
Currently, TBV’s native BTC collateralized borrowing with Aave v4 is live on a public testnet. Deposit native Bitcoin and borrow USDC/USDT on Ethereum—fully self-custodied end to end. This isn’t just another lending route; it’s bringing Bitcoin, the largest on-chain asset, into on-chain finance for the first time in a "native, trustless" way. $BABY is the native token of the Babylon Network.
Do you value yield more, or do you value keeping "your coins in your own hands" more? Share your thoughts!
#baby $BABY
Most ways that BTC gets into DeFi are either by wrapping it into wBTC, bridging it to another network, or handing it over to a custodian—each step adds another layer of counterparty risk. The Trustless Bitcoin Vaults (TBV) with @BabylonLabs_io aims to do something very simple: let native BTC be used directly as collateral—no wrapping, no bridging, and no reliance on any intermediaries.
Currently, TBV’s native BTC collateralized borrowing with Aave v4 is live on a public testnet. Deposit native Bitcoin and borrow USDC/USDT on Ethereum—fully self-custodied end to end. This isn’t just another lending route; it’s bringing Bitcoin, the largest on-chain asset, into on-chain finance for the first time in a "native, trustless" way. $BABY is the native token of the Babylon Network.
Do you value yield more, or do you value keeping "your coins in your own hands" more? Share your thoughts!
#baby $BABY
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