ETH has officially surged past 4000+, now sitting at 4246 USD. The altcoins I mentioned for you to invest in earlier, I wonder if you have joined in. I previously talked about UNI, LINK, SOL; as long as ETH stabilizes and moves steadily upwards, you will see altcoins flying high. Keep it up!!!
The darkness before dawn is about to pass, and we will welcome a lot of brightness!!!
Last night's performance was精彩, Ethereum has risen from $3400 to $3900, and now it's only about $100 away from $4000. We patiently wait, the altcoin season is about to arrive, something big is really coming!!!
Last year I shared that I saw that the bull market would come early, because this round of bull market is completely different from the past. Beliefs range from communities to institutions, and more and more people are optimistic about the web3 track.
When I shared it a few days ago, some people were still watching Mavericks, but now it has reached 65,000. Where are the friends who are watching Mavericks?
For those of you who were waiting for a big drop, are your legs swollen?
#BTC will definitely break through the previous high position of 69,000 in 2021 this month. Friends who have not been on the train before, have you decided to invest? Have you found a currency that hasn’t risen yet?
Today, #BTC can reach 10W without any pressure. Let’s enjoy the largest bull market in the currency circle in history! ! !
The ancients said: "Look into the abyss and long for fish; it’s better to retreat and weave a net." This time, TermMax has woven the whole net for you—now it’s up to you whether you catch it.
Most importantly, this isn’t drawing empty promises in the air. On the TGE day, it will be unlocked and available for claiming directly, @TermMax .
This is the no-nonsense style of "work first, get paid later."
Hurry up and go to Binance Wallet to complete the five tasks. The bar isn’t high: two Alpha points—no need for a keyed wallet, you’re all set.
The campaign starts on August 17 and ends on August 24. On August 25, the TGE unlocks directly. As the ancients say, "The early bird gets the worm." In the crypto world, it should be: the people who act early get the coins.
Action guide: On the Binance Wallet home page, tap the banner—go in and get it done.
Is the bear about to scatter the crowd? Hold your cup for now.
What Matt Hougan said is like a veteran Chinese doctor taking a pulse—"If it doesn’t drop, that’s a good sign." Bitcoin has been hit with several heavy blows: the Coldcard security incident, Strategy’s sell-off, the CLARITY Act failing to gain traction—yet it hasn’t budged an inch. As the ancients say, "What doesn’t destroy you will only make you stronger." Bitcoin seems to embody that spirit right now.
However, the bottom isn’t something you guess out loud—it’s something you figure out. Bull markets never begin amid applause; more often, they quietly come knocking when everyone is still skeptical and undecided.
So if the bears truly want to leave, we’ll be polite and send them on their way. If they refuse to go and keep hanging around, we’re in no hurry—after all, those trapped already mastered the "lying Buddha" skill a long time ago.
Seeing Solana staking SOL once surge close to 29%, lose connection, and approach the 33.3% shutdown red line—honestly, it makes one sweat a bit 😅.
That said, objectively, Solana hasn’t been idle on infrastructure—Firedancer went live at the end of last year, and the client has shifted from single-point reliance to a three-horse standoff (while the mainnet has also achieved a record of 17 consecutive months with zero downtime).
But the stability of the staking layer is another story; until this shortcoming is addressed, even if the upper-layer ecosystem is lively, it’s still just castles in the air. The Solana team has always iterated at high frequency—what matters is truly fixing staking security and network resilience end to end. If the foundation isn’t solid, SOL won’t have the confidence to take off.
I just saw V God update the roadmap again last night—privacy, post-quantum scaling, native Rollup… one novelty after another.
But honestly, the past two years have seen plenty of roadmap drawings, while the Foundation has been selling coins quite actively; yet the ETH price just hasn’t moved. Vitalik, stop dating so much and give the ecosystem some real, concrete work—retail investors can’t wait.
Yesterday the screen was full of Changxin, and I’ll join in the fun too—let’s talk about this “new stock king.”
Up 470% in a single day—instant legend
On July 27, Changxin Technology (688825) was officially listed on the STAR Market. Its issue price was 8.66 yuan; at the open it shot to 49.50 yuan, and it closed at 49 yuan. It surged about 470% on its first day. Its market cap jumped to 3.28 trillion yuan overnight, surpassing the Industrial and Commercial Bank of China and becoming the A-share’s true “new stock king.”
What’s behind this company? It is China’s largest DRAM memory chip manufacturer, headquartered in Hefei. Founded in 2016, its founder Zhu Yiming is a Tsinghua alumnus who started a business after returning from Silicon Valley. In this year’s first quarter, revenue hit 50.8 billion yuan, up 700% year over year; net profit was 24.7 billion yuan in the quarter. Global market share rose from 3% last year to 8%. The storage demand surge brought by the AI wave, combined with policy tailwinds for domestic substitution, has pushed Changxin to the forefront.
But if you cool down and think about it, there are a few numbers worth noting
First, the first-day turnover rate was as high as 66.4%, whereas even in the historic IPO of PetroChina, the first-day turnover rate was only 51.58%. This suggests the trading of shares was extremely intense—many oversubscribed investors cashed out at high levels.
Second, Changxin’s current forward P/E is about 33x, while peers in the same industry—Samsung and SK hynix—are only about 6–7x. Domestic memory peers are also just around 8–10x. The valuation is clearly higher than both international and domestic peers.
Third, memory chips are a classic cyclical industry—price increases, capacity expansion, oversupply, and then price cuts, repeating over and over. The current high profits are built on sharply higher memory prices. Once supply and demand flip, profit will fluctuate dramatically almost inevitably. Moreover, in high-end technologies such as DDR5 and HBM, Changxin still has a measurable gap versus Samsung and SK hynix.
My simple take
Changxin’s strategic value is beyond doubt—it is the only IDM leader in domestic DRAM, waving the banner of storage that is independently controllable. But a market cap of 3 trillion yuan and a valuation of 33x have already priced in optimistic expectations for several years all at once. Six days ago technology stocks were still getting hammered in a selloff and panic, and six days later the market is giving companies in the same segment such “sky-high” prices—the market’s memory really is short.
Long-term, I’m optimistic. But in the short term, chasing in at this level carries significant risk. The chip industry’s story has never been short of reversals—just don’t let the “PetroChina of a generation” repeat itself.
As the ancients say: “You may build a long canopy for a thousand miles, but no feast ever lasts forever.” Yet this one disperses too quickly—BITMEX leaves first, and BitMart follows right after. In this Web3 feast, the chopsticks haven’t even been put down, yet the bowls are already half gone.
But then again, the winter of 2022 tasted much the same: FTX collapsed, Celsius fell, Three Arrows Capital was liquidated, and Terra’s stable-kingdom narrative ended with its downfall.
Back then, everyone was shouting, “This time is different—going to zero!” So what happened? Ethereum still merged, and DeFi still carried on.
History keeps telling us a pattern: bear markets don’t kill coins—they kill willpower. A bull market that can make it through the three-year threshold has tremendous inertia. Conversely, those who can survive a winter are often the ones who end up eating the meat in the next cycle.
At this stage, it doesn’t feel like a bottom signal—it feels like the darkest stretch right before dawn.
The table hasn’t broken up yet; a few people are simply missing. Those who remain have the chips shared more concentrat—
The world is so big, and the scenery is so beautiful.
The snow mountains are waiting for sunrise, the seaside is waiting for sunset, and the desert is waiting for a breeze.
And I’m still—at my desk.
But then I think again: as the ancients said, "Reading ten thousand books is not as good as traveling ten thousand miles," and they also said, "A journey of a thousand miles begins with a single step." The ancients never lied. The problem is, I haven’t even stepped out my front door.
Scrolling through other people’s photos—each and every one of them is a wallpaper. Then I look at my own computer desktop; that scenery picture has been there since three years ago.
Forget it—don’t just look.
With scenery this beautiful, it shouldn’t exist only in other people’s lenses.
The world is so big—you’ve got to go experience it for yourself: step on it, breathe it in, and soak up the sun.
Even if it’s just a roadside snack, a spontaneous short trip, or an unplanned afternoon—it’s still better than sighing at a screen from your workstation.
So this is really a huge piece of good news #ETH ~~!
It’s great that they disbanded—hands and feet are both in support!!
I already knew it back then: nonstop selling, selling, selling. All the tokens related to the Ethereum chain dropped so badly it was beyond redemption. They should have been disbanded long ago.
Today the AI circle seems to have coordinated. In the morning, the U.S. Department of Commerce loosened the reins on GPT-5.6; in the afternoon, Musk said Grok 4.5 will be released tomorrow.
Before, OpenAI was basically forced into segmented releases—first let the government use it, and if everything’s fine, then roll it out. The whole scene looked like a clinical drug trial: a bunch of programmers squatting at the Commerce Department while old guys watched code for weeks.
Grok, on the other hand, is much simpler: post a tweet—see you tomorrow. Musk even added a line, "Faster than Opus and cheaper," and his self-promotion always flows so smoothly.
I haven’t used either model yet, but it’ll be soon. Next, the model I’m working on is going to take off, haha.
Just touched my hairline and can’t help but tease myself:
Working on Web3 these past few years, the rate my hair’s been falling is almost keeping pace with the market’s needle-like spikes.
But just now I saw on X that Binance Wallet and JustLend have actually officially announced a deep direct connection.
As the ancients say: how can there be such clarity in a stream? For there must be a source of living, flowing water.
As the world’s largest USDT holding pool, this time TRON has basically turned on the water tap for Binance’s massive user base.
In the past, if you wanted to tinker with TRON DeFi, you had to install TronLink, study energy and bandwidth— the barrier was as high as the difficulty of reaching Shu by treacherous roads.
But now, well, it’s even better: in Binance Wallet, you can just do it in one click—smooth, lossless, and straight to earning interest.
Look at Ethereum mainnet’s gas fees that make your wallet ache, then look at TRON’s extremely low fees—what you save is basically pure profit.
And JustLend is the ecosystem’s “keystone” that’s topped rankings year after year. With real business-driven cash flow, it buys back and burns JST—solid to the core.
Put your TRX and USDD into it at a whim, and the asset multi-yield compounding flywheel kicks in immediately.
This round is basically a love story between top-tier traffic and an underlying dominance—made to be a guaranteed win.
In all martial arts, speed is what matters most. On the eve of a traffic boom, that sharp alpha hunter was already loaded with bullets and had planned the move ahead of time. Just start in the wallet!
Just saw the analysis from strategist Jeff Buchbinder, and right now, the 10-year US Treasury yield is bouncing around the 4.43% mark, definitely tightening the nerves in the secondary market.
Honestly, Fed Chair Kevin Walsh is in a tricky game between inflation and unemployment rates. 4.5% feels like a psychological support line for risk assets; if it breaks sharply, it could shatter the overall market's comfort zone.
Watching the policy side trying to keep things steady, they're still in a "won't act quickly" restrained state. This macro tug-of-war and mutual probing feels very real. At this stage, we don’t need to overhype panic; just keep a close eye on 4.5% as this critical emotional watershed.
Before even ringing the bell on Nasdaq, SpaceX's crypto perpetual contracts have already jumped into a wild party mode. The trading price of $175 is a whopping 30%+ premium over the IPO price, with the implied market cap being pushed past $220 billion.
Honestly, the heat from cross-industry capital is just surreal. The U.S. stock market hasn't even officially opened, and the crypto market's sharp pricing power has already maxed out the expectations. You gotta hand it to Elon; his top-tier faith and influence, regardless of the sector, is just an unreasonable absolute powerhouse.
Last night, a bunch of folks in the group bagged 2026. I gotta say, you guys hit the jackpot! I only scored 5C myself. Check out the activity entry here, and the tutorial is right here too. Go see what your luck's like. $BNB
After a round of market shakeout, funds are starting to concentrate on hardcore assets. In this wait-and-see atmosphere, the varieties that are strengthening against the trend hold more reference value. $BEAT Recent price action has been a bit irrational. Weekly gains of 339%, the short-term upward momentum hasn't slowed down, with another nearly 23% rise in the last 24 hours; trading volume has surpassed $110 million, successfully landing in the top four of the Alpha leaderboard. Currently, #BEAT has ample liquidity and remains highly sought after, the market is not just a short-term pump and dump, the upward growth logic is clear, and the momentum ahead is still strong. I estimate that right now, most funds are eyeing $BEAT .
Just yesterday, we were talking about it, and last night the '5' range really crashed down! The Bitcoin kept dumping and broke below the 60k mark, plummeting to over 59,000 bucks. This deep-water bomb hit hard, sending adrenaline levels skyrocketing!
Watching those red long bars of liquidations shoot up, with that familiar 'suffocating' feeling in the market and the panic selling pouring out, it was a real thrill. After hanging around Web3 for so long, the worst isn't a crash, but stagnant, dead waters. It’s extreme volatility like we saw yesterday that truly lets you feel the wild, brutal yet opportunity-filled market for wealth reshuffling.
🔸Leverage liquidations are in full swing: until the stubborn bulls in the market are fully wrecked, it’s tough to find a genuine bottom.
🔸Golden pit is beginning to take shape: sustained volume means chips are changing hands aggressively, and the real bloodied chips are being passed to those who are prepared.
Some are panic selling in extreme fear, while others are excitedly loading their bullets in the dark. Since the '5' range we were hoping for has arrived as expected, let’s stay sharp and keep an eye on the charts; this big washout show has just started!