kithe

Hahahahahaha, BTC seeing 1.5 million?

Cathie Wood is out again with her remarks—this “Wooden” sister’s mouth is steadier than the bull market. She calls out every year, every month, and her target price never wavers from 1.5 million. The “three pillars” she keeps talking about—institutions stepping in, a cap of 21 million coins, and “digital gold”—I can almost recite them by heart.

But if you ask me whether she’s completely making it up: BlackRock does seem to be buying, and the halving really did happen. It’s just that she never says *which year* this “1.5 million” would come to—maybe she doesn’t know either.

The funniest part this time is a brand-new plot twist: the U.S. government buying in. Sounds pretty hype, but if you think about it for a second, Congress can argue about the debt ceiling for half a year—so do you really expect them to collectively YOLO into BTC?

Unless one day the Fed actually treats Bitcoin as a reserve asset, this storyline is even more surreal than *The Wolf of Wall Street*.

Still, I’ll give it to Wood. At least she genuinely believes it, and her holdings are real too—unlike certain analysts who go long in the daytime and short at night. Whether you believe in 1.5 million or not, the logic behind her storytelling is clearer than most people’s.

Anyway, that’s crypto for you: when enough people believe, even a fake can end up becoming real. The question is—do you believe? 😆
$BTC

Samsung plans to return up to 1.1 million trillion won this year (US$80 billion) to shareholders, setting a new record—5 times higher than the record in 2020. Where does the money come from?

Demand for AI chips has exploded. In Q2, net profit surged nearly 13-fold year over year.

The combination of buybacks and dividends is what’s being thrown at the market, and the stock price jumped 3.87% on Friday. Over at SK Hynix, they’re also buying back shares. Both semiconductor giants are collectively showing off their "cash-generating" ability. The message is clear: this AI wave really can make money.

When it comes to making money, the contrast is stark: Samsung is using cash to buy back its own shares and reward shareholders—an unequivocal vote of confidence. Meanwhile, on the crypto side, a certain big whale is busy moving BTC to exchanges to sell. One buys, one sells—the vibe couldn’t be more different.

At times like this, Samsung’s cash power can help put a thumb on the scale for the market, and it also serves as a concrete footnote to the "AI bull market." $SAMSUNG

There’s something kind of interesting: South Korea deploying artificial intelligence to crack down on market manipulation in the cryptocurrency space 😂

To be honest, isn’t this basically upgrading “watching the market” from humans to machines—except the kind of machine that never sleeps, doesn’t drink water, and can sweep the entire market in one go.

Regulators are probably sick to death of all kinds of pump-and-dump, wash trading, and crash tactics, so they decided to have the AI learn all those manipulation playbooks from history, then scan full-screen in real time. If a coin’s price action looks off, it raises an alarm immediately.

Even harsher is that they’re also connecting up cross-exchange data plus on-chain information for investigation. In other words, they’re closing the old loophole where “I move to a different exchange, then route some wash-traded coins on-chain—you can’t catch me.”

Honestly, this is good news for retail investors: maybe the “wolves” who insert needles, pump, and dump will have to rein it in more. But let’s be real— the more precise the AI is, the harder it will be for those making money by high leverage and quick in-and-out trading. In the short term, it might even wrongly hit some normal cases of sudden surges and crashes.

Anyway, my feeling can be summed up in one line: compliance is a good blade—but when they start sharpening and swinging it, the first people it tends to cut are often the ones who were shouting the loudest about trading 😂

Back to the point: if South Korea’s AI isn’t going after its own stock market, but instead comes to monitor the crypto space—speaking of manipulation, the chaebol’s methods and scale for controlling the KOSPI are probably far more ruthless than the few “whales” in crypto.

This one, yeah—turns out it’s “catch the small ones but let the big ones go,” and it’s also kind of misspoken, going after what’s not close while leaving what is nearby. 🤣
$BTC

Teacher Jiang Zhuoer’s article—after reading it, tell me what I think.

First, an opening thought: he sold ETH that he missed at a stop-loss two months ago—1738–1931 USD—then bought it back around 2100, and when it hit 2525 he sold half again to try to time the top. This kind of back-and-forth in his own cognitive recap is, in itself, the most real footnote to this market: even industry veterans don’t feel sure about the top; they keep wavering between “fearing missing out” and “fearing drawdowns.”

Building on this, here’s my take:

His core judgment this round:
Admit he was wrong being bearish; now 90% certain the bear market is over
Bullish on ETH outperforming BTC. The reason: Trump is pushing the on-chain of U.S. financial assets; ETH becomes the “engine of the bull market”
FOMO-avoidance (miss-out capital) strategy: buy everything if BTC returns to 67,000–72,000; otherwise, get in at the latest by the end of October at the current price

The parts I agree with more:
That line of “light on judgment, heavy on risk control” is earned with real money. This time he didn’t miss out—not because he predicted correctly, but because of the “half position” mechanism he designed: WBETH staking plus perpetual short positions, ensuring he’s always on the train
I also agree with the big direction (bear market over, U.S. on-chain narrative)

The parts that make me cautious:
He even personally topped out at levels above 2000 through selling high, and admitted his “confidence isn’t high”—if even experienced hands hesitate, it shows that nobody on the short-term side has a firm headspace
Even his target like “20k U for ETH”—he said it was basically a guess. Use it as reference, not as a basis for trading haha$ETH

Over the past couple of days, there have been a few big moves on-chain, and it feels like the market’s selling pressure is slowly starting to show up:

1️⃣ 7 Siblings sold more than 26,000 ETH in one go, worth over $62 million. Even though they still hold $760 million worth of ETH, selling at this scale still creates quite a bit of pressure.

2️⃣ Jump Crypto transferred 1,140 BTC to Binance, close to $89 million. Transfers to exchanges usually aren’t just for sightseeing.

3️⃣ Multicoin Capital also moved $14.54 million worth of HYPE into Coinbase, and the selling intent is similarly quite obvious.

It’s still too early to say institutions are collectively bearish, but big money has begun moving its chips to exchanges—this is definitely a signal worth keeping an eye on. Don’t get too carried away in the short term; the market may still need to digest this selling pressure.
$ETH $HYPE

Another Bitcoin mining company is set to list on the US stock market. However, this one clearly follows a "small but excellent" approach.

Key highlights:

Bitari filed an S-1 with the SEC, planning to IPO on Nasdaq, raising $30 million
To issue about 4.28 million shares at $7 per share
Ticker symbol BIAI

Quick look at a few points:

1️⃣ The mining scale isn’t small
It already has a 20MW mining facility in operation, and two other 20MW projects are also underway, for a total planned capacity of 60MW.

2️⃣ What is this financing for?
The main goal is to expand infrastructure. Bitcoin mining isn’t just about mining rigs anymore—power supply, sites, and operational capabilities are the real barriers.

Now, when mining companies IPO, they’re essentially betting that the Bitcoin mining industry can keep expanding in the future. Bitari isn’t especially large yet, but if the subsequent mining sites come online smoothly, the story will be easier to sell than a simple "mining Bitcoin" narrative.
Still, whether the IPO proceeds can truly be converted into production capacity is the key thing worth watching next.

Risk point: all three mining sites are in planning or construction, and only one 20MW facility is actually already operational, so the revenue scale is very limited.

$BTC

Recently, I’ve been working on the axisrobotics robot project. This is the first project after Kaito’s recovery.

I feel like it shouldn’t be bad. Also, with so much FOMO in the robotics scene right now—big Hair Alert!

Last night, I played from 8 p.m. to 10 p.m. and somehow managed to complete more than thirty tasks. It’s clear I’m gradually getting the hang of it.

It feels like new players at the beginning will probably be just like me:

Open a task → utterly confused → spend half a day figuring out what exactly you’re supposed to do.

Let me share a few small tips I’ve figured out so far, for friends who are just starting.

Step one: first, look at the English task name at the top-left.

After you join a task, immediately check the task description in the top-left corner.

Once you know the task name, you basically know what we’re going to do next.

For example, in the picture I took, the task is: place the toothbrush to the left side of the toothpaste.

Step two: double-click the target object.

After you find the thing that needs to be moved, you can just double-click it.

That way, the robot arm will move to the target position faster, and then we can fine-tune it ourselves a bit afterward—saving a lot of time.

Step three: watch the blinking frame on the desktop.

After picking up the object and moving it, a blinking frame will appear on the desktop.

At this point, don’t overthink it—just move the item into the area of that frame, and you’ll basically be done.

Of course, these are just the operating habits I’ve figured out so far.

Surely many teachers are already playing at top speed.

If you have faster, more time-saving tips, feel free to share.

I’m going to work myself into the ground.

Link: https://s.kaito.ai/jETvT0y

#撸毛分享

This BTC surge has been fierce—wiping out a wave of short sellers.

Key data:
In the past 24 hours, total liquidations across the entire network amounted to $1.408 billion, with 154,000 people liquidated
Short positions liquidated $1.227 billion, accounting for nearly 90%; long positions only $181 million
BTC contributed $900 million; ETH about $236 million
The largest single liquidation occurred on Hyperliquid: a BTC short position liquidation of $25.13 million

What happened:
BTC jumped from 69,000 to over 76,000, rising nearly 10% in 24 hours. People who were highly leveraged short at the higher levels couldn’t hold; with each step up in price, more shorts were forced to liquidate. Those liquidations closed out short positions, which in turn pushed the price higher—this is a short squeeze. The money from short liquidations became fuel for longs to rally.

Actually, this round began as early as mid-month: Trump’s remarks about getting Hyperliquid into compliance and bringing it into the U.S. sparked a wave of sentiment. After that, those high-leverage BTC short positions worth hundreds of millions of dollars were gradually liquidated. The earlier short whale with 1,800 BTC was a case in point.
$BTC

Regarding the CLARITY Act, my judgment is simple:

In the short term, it’s unlikely to pass, but it’s also not that important.
1. The bill matters, but it’s not a must-have option
The core is to use legislation to clearly draw the regulatory boundary between the SEC and the CFTC.
But the Senate has already been blocking it for months—DeFi and stablecoin yield are still being debated, and with the midterm elections, the time window is actually very short.
So I’m not too concerned about whether it passes.

2. What’s really worth watching is probability volatility
Trump’s remarks, the SEC compliance ICO framework, and CFTC Chair Selig’s statements could all make the likelihood of passage jump in the short term.
I opened my position with @bagel_win at within 20%; now it’s already back to 28%.
So:
Don’t bet on the outcome—watch the probability.

3. Regulation has already been stepping in early
The SEC’s compliance ICO channel is essentially laying a track for tokens:
Securities → leaving the securities attribute → commodities

The CFTC is also pushing exchanges, broker-dealers, market makers, and perpetual platforms into the regulatory system, and Hyperliquid will most likely follow this path too.

Plus, with token taxonomy, asset classification, issuance, and trading regulation are all being rolled out gradually.

So, to put it plainly:
Even if CLARITY doesn’t pass, regulation won’t stop.
Of course—what if it does pass? Then consider it as waiting in advance.😏
$BTC
#特朗普敦促国会通过Clarity法案

GM～

After waking up, the big cake is already at 75,000—no doubt the market is really here.

Thankfully I cut my position and ran, because my liquidation price was at 74,000 😭

Now the teachers in the community are starting to get restless, and the teachers on social platforms are also becoming active.

Damn it, you project devs—fire up and launch it fast!

Today’s BTC:
Short-term momentum is strong, but it’s already clearly overbought—be careful of a overheated pullback.

BTC surged about 7.4% in the past 24 hours. The latest price is around $74,664, briefly touched $75,042 during the day, and hit the highest level in nearly a few months.

This rally is driven jointly by institutional capital returning + macro tailwinds. Technically, momentum is sufficient, but various overbought indicators are clustering into triggers—short-term pullback risk is building up.

What to watch: key supports—around 72,000 (the upper edge of the prior consolidation range) and 69,700–69,000 (the breakout confirmation zone).

Key resistance: the 75,000 psychological level and today’s high at 75,042.

Next, we need to see whether the 75,000 level can hold effectively. If it breaks through, it opens upside space; if it keeps being tested repeatedly, it may pull back!
$BTC

A certain huge whale opens short positions with a value of about $81.60 million in BTC and ETH

Current positions:
20,000$ETH ($45.69 million)
500$BTC ($35.93 million)

Liquidation prices:
ETH $2327.03
BTC $72755.85

With this market and this sentiment, if they still dare to play like this, they’re probably going to be gg

TermMax’s Curator Mechanism: Who Manages Risk in the Fixed-Income Market?

@TermMax In traditional finance, mature products are always backed by professional institutions that handle asset screening, risk assessment, and capital management—especially in fixed income. Users don’t just look at yield; they also want to know where the yield comes from, whether the underlying assets are high-quality, and how the risks are controlled. TermMax’s Curator mechanism is designed to solve exactly this.

You can think of Curator as a professional manager in the fixed-income market. It develops strategies and participates in risk controls tailored to different assets and markets, helping capital find suitable allocation directions. The role is similar to a fund manager and asset management institution in traditional finance.

On-chain assets are no longer limited to BTC, ETH, and stablecoins. In the future, RWA, tokenized stocks, and many other asset types will come in, with significantly different risk-and-return logic. It’s hard to manage everything well by applying the same set of rules. Going forward, the fixed-income market won’t just compete on capital size—it will also compete on the ability to manage assets and risk.

At its core, it’s about matching capital with risk. Lenders want stable returns, but they don’t have the time or energy to research every individual asset. Borrowers want financing, but they also must meet risk requirements. Curators act as a more professional bridge between the two sides, forming more reasonable interest rates and clearer risk boundaries.

Of course, this mechanism must be proven over time: how to select reliable Curators, how to evaluate strategies, and how to prevent excessive concentration of risk—these will determine whether the system can truly work.

Early DeFi emphasized openness and participation by everyone, but as the market grows, professional division of labor is inevitable. From fixed-rate lending to RWA, options, institutional financing, and then to a Curator system—TermMax is building a fixed-income infrastructure.

As the $TMX TGE gets closer, it’s worth looking not only at token incentives, but also at whether these mechanisms can grow into an ecosystem that runs continuously.
#TermMax

South Korea is going to tax crypto assets—meaning even overseas exchanges and private-key wallets won’t be able to escape. Starting in 2027, if you make a profit, you’ll have to pay a 20% tax, and the combined local taxes can reach 22%. The National Tax Service also admits that tracking individual wallets is difficult, but it’s preparing technical means.

This move is quite interesting—it shows that regulators are starting to take the “income” attribute of crypto assets seriously. In the past, everyone thought of it as an investment, but now it’s being treated as “other income.” Underneath, it reflects how the whole industry is becoming increasingly mainstream, and even the tax system has to keep up.

What once seemed far from us now looks like compliance and transparency are becoming the trend.

Oh wow, Big Pancake hit 71000

Good thing I manually stopped out some positions yesterday—otherwise today I’d be deep in the red

The 2200 ETH is back to breakeven too, and I also took profit on the long in Hype

This familiar push-back feeling— is it you?

🐮

$BTC

Polygon Labs' CEO says stablecoins can improve capital efficiency—this actually makes a lot of sense. Think about it: most people's money in their wallets is basically just “lying around” there all day, doing nothing.

Payment speed is becoming increasingly crucial, especially for cross-border and high-frequency scenarios. Millisecond-level performance isn’t something to brag about—it’s genuinely needed. Traditional banks are still slow in transferring, while on-chain payments have already gotten close to real-time.

I think the market may not have fully caught on yet—what can truly create a gap is the projects that can push capital utilization higher. Pair stablecoins with high-frequency payments, and this combination looks quite promising.

In the coming years, whoever is able to tackle this first will most likely be able to attract more real users with real money.
$POL

Brothers, pay attention! $ALIGN goes live today!

Aligned has always stayed relatively low-key, but what it does is very practical—helping fintechs and institutions use Ethereum as the backend for global finance.

Wallets, one-click Rollup, ZK proof aggregation, interoperability—everything is packaged for you, no more cobbling together a pile of vendors. The team itself is made up of old hands from Starknet and zkSync, and they’re from LambdaClass—solid technical foundations.

The biggest news today is that at 3:00 PM UTC (11:00 PM Beijing time), $ALIGN will officially TGE! Total supply is 10 billion, with initial circulating supply of about 16%. Even more intense: Coinbase has already publicly announced support. You can generate a deposit address directly on Coinbase. Transfers still have to wait for the issuer to unlock, but the big exchange’s entry is a pretty clear signal.

Airdrops can also be checked—just connect your wallet on the community page. Small allocations get paid out directly; larger ones will be released. The project has evolved from proving ZK cheaply to becoming a full financial infrastructure. Now the token has landed—next, it’s all about real-world deployment and partnership progress. If you’re interested, go check the official website and follow @alignedlayer to learn more.

$ALIGN is launching today—just keep an eye on what happens next.

Is this real bull energy, bro?

For three consecutive days now, they’ve been minting USDC nonstop.

Today Circle also directly minted 500 million USDC on Solana—two times, 250 million each.

Large-scale stablecoin minting basically means real money is moving in. And especially since it’s being poured into Solana—Solana has already been bustling these past few days. With funds adding another push, it feels like market sentiment is being propped up a bit again.

Of course, minting doesn’t equal an immediate surge. But this kind of rhythm for three straight days at least suggests that big players or institutions are preparing ammunition. You decide for yourselves—don’t just stare at price moves. This flow of funds is also worth keeping an extra eye on.$CRCL $SOL

Bitcoin’s price suddenly surged last night, and Strategy’s unrealized position losses shrank dramatically. Now the market value of the 840-plus BTC they hold is nearly 60 billion yuan—cost basis 75,000 yuan per BTC. They’re still down 5.35 billion yuan, but they’re only about $6,400 away from breaking even.

This rebound is pretty important for institutions, especially long-term holders. Market sentiment has warmed up, which may prompt some previously trapped institutions to start loosening up. However, it’s still too early to say they’ve fully turned things around, since Bitcoin remains volatile.

If they can stabilize from here, perhaps more capital will move in.
$BTC

Bull returns fast!!!

MAD, is this内幕? 13 hours ago that trash giant whale created a new wallet

Deposited 2k knife, immediately 4x went long $ETH

Now it's already in profit 666w knife

Is this a coincidence or insider info???

No wonder they pulled the market just now

A White House adviser publicly stated support for the crypto bill—this move is kind of interesting.

The CLARITY Act has just passed Congress, and someone has already stepped up to back it, which shows the market is becoming increasingly sensitive to policy developments.

The core of the bill is to grant clear legal status to crypto assets. In plain terms, it’s about making regulation clearer.

The key now is whether the Senate can push it to a vote before September 15. Dragging it out too long could affect industry confidence.

Behind all this, it reflects the fact that the U.S. is trying to balance innovation and risk.

Don’t rush to shout “a bull market is here,” but at least it indicates the policy direction hasn’t gone off track.

What the crypto industry needs isn’t a giant leap forward, but stable expectations.
$BTC