爱喝咖啡的三喵小姐

Binance Alpha has reached its 100th phase. Apart from the initial 4 phases including TGE, I have basically participated deeply in the entire process. To attract new users, Alpha has iterated many times, and to solve internal competition while maintaining user retention, the rules have been changed numerous times.

User growth has surged along with the rewards provided, and there has also been spontaneous promotion (giving money is the essence of promotion). From the beginning, as long as you have traded in Alpha, you would occasionally receive a 100u airdrop ➡️ meet the points requirement to get 150u+ airdrop (on average) ➡️ points consumption (super high score in the big hair adventure island leads to high scores and demise) ➡️ segmented distribution, hold on to the high score in the first segment, directly grab the second segment ➡️ first come, first served (most users do not buy into it, and the project side is well aware, just give a little to mid-small users, and everyone can offload) ➡️ Alpha blind boxes (competing for lucky numbers turned into relying on luck, whether good or bad is up to oneself)

In March, I held on to BNB to participate in TGE. Besides getting the TGE earnings from big hair ($PARTI , etc.), the BNB coin has almost doubled.

Many people with poor hand speed and internet speed could not compete and gave up. Binance also listened to advice, with account bans, face verification, and identity verification. Personal accounts finally saw a glimmer of hope. Although it can’t return to the extremely high welfare period in April and May when Binance promoted wallet products, the current earnings are still medium to high returns during this economic downturn (crypto/social/earning) (for families with many members, earning around ten thousand a month is quite simple) #币安Alpha百文大赛 #币安alpha

#币安神算子 is starting today, so hurry and complete tasks to earn points. You can make predictions, or skip them—your points alone might still get you on the leaderboard.

#币安神算子 is starting today, so hurry and earn points!

#币安神算子
Join now to claim points—the time to farm USDC for free is here!

Use the first season next door as a reference for the predicted points leaderboard.

Use points to make predictions and win more points. The more points you earn, the more USDC you'll receive.

No worries if your predictions are wrong. Complete daily tasks and invite people to earn free points too.

You can also simply invite people to farm points.

Is $DNA the project team for AIA?

$XDP so nobody claimed it

$CNPY This can’t be sold

$哈基米 awesome, can only open 3x, the fee rate is now charged once every hour

$DEBIT 比 yesterday's strong

$PRL 666 Trading Competition: Add 200,000 in Trading Volume in Two Hours

Binance Alpha Preview | July 26
1. Airdrops & New Subscriptions
📅 Today (July 26)
1. Most likely it will be zero—just keep monitoring.
(The first typhoon of this year, “Red Xia,” is hitting. It’s raining hard outside; the planned run has to be postponed. Friends in Guangdong, please stay safe!)

2. Realgo wallet tasks: Remember to complete the daily check-in, for a total of 7 days. If you’re short, you can continue to add missed check-ins.
3. USD1 investment: Withdraw part of your funds from the savings account and transfer it to the contract account. If your holdings ≥ 300 USD1, you can get a 1.2x leverage bonus

2. Suggested Actions for Today
1. Points/Share Splitting Suggestion
• QQQB: 1055u per order
2. Market sentiment
Fear & Greed Index 36 (Fear)
BTC ≈ 64000 | ETH ≈ 1800 | BNB ≈ 565
Continue with the small rebound #币安alpha #新币挖矿 #交易赛 #bstocks

US stocks · End-of-period review + next week’s key levels

All three major indices were red on Wednesday: S&P -1.6%, Nasdaq -2.9%, Dow -0.9%. The “Seven Giants” wiped out $800 billion in a single Thursday— the trigger was AI spending, not earnings.

This chip selloff has been especially brutal: after $INTCB beat expectations, it still closed down nearly 8%; $AMDB and AMD also fell along with it.

Next week’s key levels / events (this is the focus—save it)

Nasdaq $QQQB : closed at 24,976. Support below at 24,500. To be considered stable, it needs to reclaim 25,500.

Russell 费半: already in the bear market zone (more than -20% from the highs). First, watch whether it can recover the 20% line.

3 key factors that will drive market direction

Wednesday: FOMC (no dot plot—Warsh’s press conference is the only information source; the market expects “no action” about 70%).

After Wednesday’s close: Microsoft + $META (the last two exam papers in the capex narrative); Google added $205 billion in penalties and fell -4%—will they dare to add?

Thursday: Q2 GDP + PCE (the Fed’s most watched inflation gauge) + Apple + Amazon.

Logic: Oil prices breaking below $100 provides some breathing room, but new tariffs kicked in overnight and the PCE release hasn’t come out yet—once it does, direction will become clear.
#CLARITY法案拟奖励白帽黑客 #特朗普15%全球关税将于本周生效 #AMD

$ETH and $SOL · One holds the line, the other is still sliding

ETH: 1,857 (7/25 AM). Year-to-date is still +43%, leading among major players. This is the most solid one this year.
Support: 1,830 (if it breaks, look at 1,800)
Resistance: 1,935 — only once above it can we talk about a trend.

SOL: 73.97. The fifth consecutive week as the weakest among the majors. The distance to the 80 reversal line is getting farther, and meme sentiment has cooled quite a bit.
Support: 73 (if it breaks, look at 71.6; if it falls further to 60, that’s a deep-water level some are calling for)
Resistance: 77 → 80. Get above 80 and we’ll talk.

The contradiction is still there: On-chain DEX turnover is 17 billion yuan? (i.e., 17B). The “chassis” is hot; yet the price still falls.
Volume and price have diverged into the fifth week—this is the divergence I’ve been watching the longest.

Positioning/Trading: The setup where ETH is stronger than SOL hasn’t changed. The rotation money should go to ETH first. For SOL to take the baton, it must first hold 80; if it can’t, then it’s the one that gets hit hardest in the high-beta basket.
#ETH #solana # 700 million? (5.0 billion?) Bitcoin options cluster: 70k and 72k strike prices

$BTC · Weekend narrow range, wait for next Wednesday’s ruling

Current price 64,033 (7/25 AM), 24 hours -1.3% total market cap 2.28 trillion, no liquidity on the weekend, just moving sideways

Levels

Resistance: 64,000–66,000 is an entire resistance zone, not a single line. This week it tested it several times but failed to hold above.
Support 1: 62,000 (the area where recent buy-side bids repeatedly step in)
Support 2: 60,000—if the full number closes below, and it breaks, it will test the monthly support at 58,115.

Thesis:

This rebound from the 7/1 low of 13% was pushed by reduced sell pressure—not by fresh buying.

The ETF line is still in play, but with 84% of its constituents only entering BTC, whether it holds or not doesn’t depend on the bulls’ optimism. It depends on whether next Wednesday’s FOMC and capex from Microsoft and Meta will slap risk appetite back down.

No bet on direction over the weekend. 62,000 is the watershed: hold it and trade the range; if it breaks, take the position and go with the trend.
#BTC走势分析 #BTC☀ $METAB

ETH and SOL · One follows the moving average, the other hits the threshold

$ETH 1,926(according to the 7/23 close basis), the most solid among this week’s mainstream plays. It has the highest sensitivity to rate moves, so next Wednesday’s Warsh press conference will be more important for it than for BTC.
Support: 1,900 whole number close (if it breaks, look at 1,860—that was last week’s breakout zone)
Resistance: 1,950–2,000 (top of the range box; only then can we talk about a trend)

SOL: 77.75, still below the 80 line we’ve been watching for two weeks.
Support: 74–77, a band that’s been repeatedly confirmed; if it breaks, look at 71.6
Resistance: 80 (a daily close above it counts as a reversal signal); next is the 200-day moving average at 99

$SOL ’s contradiction is still there: On-chain DEX spot trading of 9.92 billion exceeds Coinbase plus Kraken. In June, the tokenized stocks’ monthly trading hit a record of 3.47 billion. RWA active addresses reached 294,000—about 90,000 more than Ethereum. The undercarriage has kept running long, but the price hasn’t followed. The divergence between volume and price is already into its fourth week.

Playbook: The setup hasn’t changed—when ETH strengthens versus $SOL , the rotational money first goes to ETH. For SOL to take the baton, it needs to break and hold 80 first; until then, it’s the highest beta within high beta—so when it falls, it falls harder
#solana #ETH

US Chip Stocks · A Good Report Card in a Bear Market, and Intel’s Level of $INTCB

The Nasdaq 100 semiconductor ETF (SOXX) officially entered a bear market on Wednesday, down 22% from its all-time high. Most of the names in this sector are now trading 20–40% below their intra-year highs.

Intel’s earnings last night were a test case in this backdrop: EPS of $0.42 (consensus $0.21), revenue of $16.1B (consensus $14.4B), the fastest growth rate since 2011, and guidance that beat expectations. After-hours it briefly surged to 110, then gave it back, closing around +4%.

Intel key levels (TradingKey 기준)
Resistance 1: 98.97 (the upper band of the descending channel—first hurdle for the bulls)
Resistance 2: 107.50–109 (an area dense with EMAs; only a recovery would open the door to going long)
Support 1: 89.45
Downside targets: 82.72, then 75.66

Context numbers: up 170% year-to-date, but down 28% in July alone—one of the worst ten performers in the S&P 500 for July; 18A yield improved from 65% last quarter to 85% (TSMC’s N2 is around 90%). Apple and Microsoft are both design partners.

The takeaway: the fundamentals improving is real, but the market is currently selling the year’s winners. So the strategy isn’t “buy just because the earnings are good”—it’s about whether it can reclaim 98.97. If it can’t reclaim it, even great earnings only slow the decline. DYOR
#alpha #bstocks $GOOG.US

BTC · The box base defense

Current price 64,865 (7/24, morning), 24h -1.4%. In July, it rebounded from a low of 57,750 to a high of 66,990, up 13%—the best month since January. Now it’s testing the foundation of this upswing.

Key levels

Resistance: 66,800–66,990 (two attempts on Tuesday and Wednesday failed to hold; this is already a double ceiling). Upside target: after a breakout, look for 67,250.
Support 1: 64,000 (the lower edge of the box; the current price is right up against it).
Support 2: 63,800 (this line is crucial—in the 24/7 Wall St framework, only by holding it can this round of the downtrend be considered over).
Support 3: 62,000 → monthly support 58,115.

Thesis: In this 13% rebound, Bitfinex’s research is blunt—it’s driven by the disappearance of sell pressure plus leveraged derivatives positions, not by buying demand. So whether it can hold isn’t about how bullish the longs are—it’s about whether the shorts come back.

The ETF line is still the only bullish basis: five trading days of inflows totaling $727.3 million, but 84% of that goes only into BTC.

Strategy: 64,000 is the dividing line. Above it is box-style consolidation—trade the range. If there’s an effective breakdown and volume expands, you’ll need to reposition toward 62,000. Before next Wednesday’s FOMC, it’s not recommended to heavily bet on direction at the midline. DYOR
$BTC $INTCB #原油突破100美元 #七巨头单日市值损失7970亿美元 #bstocks

Tonight Intel · Options Pricing: 15% Volatility $INTC

Tonight Intel turns in its earnings report. This exam is interesting: within the year, it’s already gained 163%, and the options market is pricing roughly a 15% one-day move for tonight.
Expectations are EPS of $0.22 and revenue of $14.42 billion (+12%). Last year’s same quarter was a loss of $0.10 per share. Reported yields for the 18A process are at 85%.
But after reading the verdicts involving Google and Tesla, the question for tonight has really changed: it’s not “whether it can move,” it’s “how much it will cost to move.”
In a single earnings season, the same set of rules penalized Samsung, TSMC, Netflix, Google, and Tesla—if tonight Intel also delivers the “great performance but at extra cost” combination, that would be the sixth.

By the way, some background figures: the S&P’s blended earnings growth rate for Q2 has been revised up to 24.7% (from 23.2% as of the end of June). And for the 493 companies excluding the “Magnificent Seven,” growth is 22.8%, the highest since Q4 2021. Earnings are truly great, and the bar is genuinely being raised. #SK海力士盘前涨超5% #intc

Market Sentiment · There’s no story in encrypting yourself; now you’re borrowing someone else’s

Over the past two days, the things that moved the trading board have none of them come from crypto.

Three macro items: Google beat across the board yet raised capex to $205 billion, down -4% after hours; Tesla is in the race too; U.S. oil rises and stands at 94 (America’s 11th night airstrike on Iran). Trump is preparing to turn the expiring 10% global tariff into a permanent version, and is also considering imposing 100% on imported generic drugs; Brazil’s 25% took effect on Wednesday.

Put these three together and it’s one sentence: money is getting more expensive, and the market has started punishing people who spend. The pricing ruler for risk assets has changed. Crypto, sitting in the high-beta bucket, can’t dodge it.

The crypto-specific headline is empty. ETF inflows are a money-flow action, not a narrative. On the regulatory side, CLARITY is still going through procedures. SOL’s Alpenglow has to wait until Q3. After the three-pronged meme camp cools off, there’s no follow-through.

CoinDesk said this morning—pretty accurately: on Tuesday, it surged toward 66,000 but didn’t break through cleanly, which shows this market is waiting for a new catalyst, and now catalysts can only come from outside.

On the calendar: tonight Intel (options pricing 15% vol). Next Wednesday FOMC (7/28–29; no dot plot—Warsh’s press conference is the only information source). That same evening, Microsoft + Meta. Thursday: Apple + Amazon. Google was fined for adding $205 billion in capex—will Microsoft and Meta dare to add too? That’s the big question for everyone. Their answers will directly determine risk appetite, which in turn decides which way the BTC range box breaks.$BABY #SK海力士ADR转换额度2.5%已用尽 #BitMEX will close its exchange on September 23

Every day four exam papers—Alphabet’s one is the heaviest

Tomorrow (7/22) Alphabet, Tesla, $IBM, Texas Instruments, and ServiceNow will all turn in their exams together

I’ll only talk about one variable: Alphabet has already raised its full-year capex guidance to $180–190 billion. Last week, TSMC just got a cold reaction from the market for “adding another $100 billion,” and now it’s Google’s turn—whether it dares to add more, and whether the market buys it after adding, will directly define the rules for H2 AI trading ⬇️

Add a lot, stock price rises = the market is willing again to pay for ambition; chips across the board loosen their grip.

Add a lot, stock price falls = the TSMC script is copied—spending money is officially made a crime.

Add a little = worse still—that’s self-certifying that demand has peaked.

A related lesson that already happened: last week, SpaceX fell below its IPO offering price, and the shorts kept piling on—back on 7/8 we mentioned that on the day it got into the index it was -6.83%, and with a mid-July 20% unlock. Now these two things overlap.

Today there’s a rebound, but it’s still far from the first-day peak $SNDKB $SPCXB #韩国散户杠杆持仓降至三个月低点 #Iran’s president says they are fully at war with the United States