Crypto_君少

Community position transfers to Binance group chat,
Here there are meme experts,
Here there are precise research teams,
Here there are secondary analysts,
Here there is a group of like-minded comrades!

The captain will take you flying, no crashing of the plane!

There are various benefits in the group, when making money everyone celebrates with red envelopes together, if you miss out, there will be someone to commiserate with you!
https://app.binance.com/uni-qr/group-chat-landing?channelToken=4jfOFh7j1A9DVg9w1kTuiA&type=1&entrySource=sharing_link

This time I must win🥇
Although the conditions are a bit poor, where there is a dream, there is a distance!

Generalist, a generalist robotics startup, reached a valuation of $3 billion after its latest funding round.

The robotics startup Generalist, backed by 8VC as lead investor, raised nearly $200 million more, bringing its valuation to $3 billion, according to TechCrunch.

The round builds on its $400 million Series B announced in June, bringing the total to about $600 million, and achieved a 50% valuation jump from $2 billion in just two months.

The company was founded by former researchers from Google DeepMind and Boston Dynamics, and is building a foundation model intended to work across different robots.

Reportedly, its newly launched Gen 1.5 model can teach robots to learn new tasks with video demonstrations lasting only 3–12 seconds.

Supporters include NVIDIA $NVDA , Bezos Expeditions, Union Square Ventures, Radical Ventures, and Fei-Fei Li.

So awesome of a track!

Bitlayer’s latest move—200%+—feels more like a liquidity test before unlocking.

With a small market cap, heavy exchange inventory, and lots of contract shorts, it pumps fast—and drops fast too.

▌What is the project, and what’s left
Bitlayer was founded in Singapore in 2023. Back then, the slogan was loud: “The first Bitcoin L2 to deliver BitVM.”

Now its on-chain TVL is about $450,000. On-chain DEX 24h trading volume is around $800, and chain transaction fees are $0. Going from a “BTC computation layer” to a ghost chain. If on-chain fees are zero, the token can’t capture protocol cash flows—so the project is basically dead.

▌How tightly it’s controlled
Not something a normal LAB market maker can control 99%, but they can still pump if they want and dump if they want—especially when the depth on the Han exchange is shallow.
➫ Exchange inventory is heavy
➫ Turnover is way too high for a holding base. 24h turnover is tens of millions of dollars, while market cap is only around 20–30 million. On-chain DEX has almost no volume; basically all the volume is on CEX.

▌Key timing
Tomorrow, 2026-08-27, is again the monthly major unlock window—about 19 million tokens (1.9% of total supply, roughly 4% of market cap at the time). The day before the unlock, there’s an explosive pump: the market maker pumps to provide liquidity for the unlock.

⚠️ Summarize the shorting thesis (by impact)
➣ Fundamentals are dead. The token is still being traded—now only tens of thousands of dollars remain on-chain.
➣ The core bridge has shut down. Without the BitVM Bridge, the project is basically gone, still relying on old narratives to bag holders.
➣ Disclose “patches” and the unlock date’s external messaging doesn’t match the protocol. That’s why people got angry—only then did they release a transparency report.
➣ The float is in exchanges, not in users’ hands. High concentration on the Han exchange.
➣ Extremely abnormal turnover. A market cap of only 20–30 million can still print tens of millions in trading volume.
➣ Unlock tomorrow + a blow-off pump today means the timing window is messy. If the rally can’t absorb the 19–39 million unlock amount, the drop will come quickly.
➣ Narrative drift: BitVM → BTCFi → suddenly AI Infra. Usually that’s the final “scam-wrap” packaging.

Just now, according to coinglass data, in the past 24h the short-side liquidations were about $2.4 million. I don’t recommend spot players to “hold the view” (stay stubborn). If I were to do it, I’d choose low-multiple shorting.

The project is basically dead. Once you get the unlock chips, who’s going to “hold the view”?
$BTR

OpenAI says its Mexico pepper core chip beat NVIDIA GB300 in inference tests

OpenAI states that its newly unveiled Jalapeno chip, built by Broadcom, outperformed NVIDIA $NVDA GB300 in testing, whether in throughput per watt or response latency.

Jalapeno runs at around 700W and is expected to begin powering OpenAI models later this year, with the goal of achieving lower costs and faster inference.

Important note: it was not tested against NVIDIA’s newer Vera Rubin platform, and it was not designed specifically for AI training.

OpenAI says the second-generation chip is nearing the tape-out stage, and development work for the third-generation chip has also begun.

Apple launches M6 and M5 Ultra, delivering a giant leap in performance and AI computing

Apple - Unveils its first 2-nanometer chip M6 and the quad-core M5 Ultra
$AAPL

NVIDIA $NVDA to Release Earnings Tomorrow

NVIDIA will release its Q2 earnings report tomorrow, with revenue guidance of approximately $91.0 billion. Based on the partner data below, market consensus expects revenue of $91.9 billion and earnings per share of $2.08

$NVTS.US Acquired Claros for $233 million and is now deeply advancing the AI power stack, by adding vertical power delivery and integrated voltage regulator technology closer to the processor.

Navitas has already partnered with $NVDA to develop 800V HVDC for megawatt-scale AI racks. Now, it says this deal will help it “break through the AI infrastructure power barrier,” while more than doubling its 2030 TAM size to $8 billion.

We’ll probably be the ones who last… right? Will we end up mutating?

Childhood memories,
that year Aunt Wang got married!

Big brother went short and got carried away!

Last week, around 7.24w, he got liquidated for more than 4 million, and then he came back again!

And he claimed: $BTC will set a new low on October “26th”

If it can’t drop below 75K, then this big brother is exactly in the 85K liquidity range…

Xiaohge re-acquired 𝟭.𝟵𝗠 shares of $ETHFI at a price of $0.62, for a total value of $1.17 million. This action reversed his four-months-ago exit in which he sold 265,461 shares of ETHFI at $0.44, earning $118,000. The buyback price was 𝟰𝟭% higher than the exit price, 𝗽𝗿𝗲𝗺𝗶𝘂𝗺。

𝗛𝘂𝗽𝘇𝘆 𝘁𝗮𝗸𝗲：Re-entering after a loss at a significant premium suggests renewed confidence in the Ether.fi ecosystem. The pattern of buying back after incurring losses often points to larger-scale accumulation; watch for subsequent purchases as a confirmation signal of ongoing confidence.

The next phase of HBM may further move $MU and $SKHY up the AI value chain, because memory will be directly integrated on top of the GPU.

zHBM integrates memory and compute into a single 3D package, eliminating the 2.5D intermediary layer and increasing the value memory vendors can capture per accelerator.

US wages have crashed to 43% of national income, the lowest level since the Great Depression. Did Nixon’s break with gold help hasten the disappearance of your paycheck?

The share of the economic pie going to American workers has been shrinking—while some people blame a decision made more than 50 years ago.

A Kobeissi Letter chart based on Federal Reserve data is making the rounds online. It shows that in the first quarter of 2026, wages and salaries accounted for roughly 43% of US GDP. The figure comes from a government data series dating back to 1929, when this share was at nearly its lowest level since the start of the Great Depression.

The essence of $NVDA ’s neocloud strategy is to build a distribution layer to ensure its GPUs keep flowing to markets outside hyperscale cloud providers.

In return for access to the roadmap, as well as funding and capacity support, providers like $CRWV and $NBIS give Nvidia another channel to reach AI customers, while also validating each new architecture in the market.

The obvious trade-off is that Nvidia assumes more ecosystem risk by funding customers and helping absorb capacity, but in return it gains a stronger path to bypass $AMZN , $MSFT, and $GOOGL, since these platforms are pushing deeper into custom silicon chips.

Beware: Federal Reserve Chair Kevin Walsh’s remarks next week

Currently, there is a 69% chance that when Kevin Walsh and the 🇺🇸 Federal Reserve meet next month, they will not make any interest rate adjustments

This week’s market movement came a bit unexpectedly.
In just a few days, BTC jumped from 63,000 to 79,000, and gold also broke through 4,600. With this kind of speed, many Perp DEX order books instantly look weak.

Only when you actually place orders do you realize that the “decent” depth you usually see can get pierced immediately once you send a larger order in. Slippage isn’t just a number—it’s the money you make less.
I’ve been watching @StandX a lot because in this kind of volatility, the BTC and gold order books are still holding up. With 10 bps of depth, you can already get positioned among the top. And the gold liquidity is even thicker than some older, established names.

SIP-5A turns market making from something only professionals do into something the community can also participate in—something that can generate daily returns. And the order book really has people posting two-sided orders to support it; it isn’t “fake depth.”

Right now, anyone can inflate the trading volume on a Perp DEX. What truly separates the good from the rest is whether, when volatility hits, orders can still execute as expected.
At this stage, depth matters more than total trading volume.

The activity keeps going—before you know it, the hero’s meal pot has also reached around 200U. Next, we just wait for the TGE!

Amazon $AMZN : This week indicates it plans to provide drone delivery services in nearly 500 cities and towns in the United States 🇺🇸 by the end of the year

The investment accounts announced by President Trump had 1,051 transactions in June, including stocks, ETFs, and bonds, with reported total transaction values ranging from $78.1 million to $263.1 million. Of these, there were more than 550 buy transactions and more than 450 sell transactions.

Some notable large transactions occurred on June 18. These accounts bought shares of Berkshire Hathaway, Visa, Mastercard, and Cintas, with each stock worth between $1 million and $5 million. On the same day, they sold shares of Meta and Motorola Solutions, also worth between $1 million and $5 million.

The largest disclosed transaction was the sale of the Vanguard Dividend Appreciation ETF on June 22, valued between $5 million and $25 million. On the same day, the accounts purchased shares of Home Depot and Fidelity National Information Services, with each stock worth between $1 million and $5 million. In addition to stocks, the portfolio also includes many trades involving U.S. Treasury ETFs, technology ETFs, commodities, and municipal bonds.