理想三旬
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理想三旬
Square VerifiedNFT痴迷玩家💎，项目研报📰不定时输出！感受区块链的魅力！感受来自文字的魅力！🎉推特抽奖博主：https://twitter.com/Li888Real
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T-7, it’s been exactly one week since the TMX went live. The Binance Wallet “Booster” is still running. I looked through the rules: what you really need to pay attention to isn’t the participation threshold—it’s that the Square posting window closes today through Thursday (8/21). Don’t leave it until the last day and rush at the end.
No one explains the posting task in detail, so I’ll just say this: finish everything in the wallet, then click Verify. Don’t skip steps just because it’s troublesome.
The easiest thing to miss is that on 8/24, you have to go back to the activity page to manually verify again. If you don’t click, then it’s basically all for nothing—@TermMax ’s official X post said it clearly.
It’s basically the same setup as fixed-rate lending/borrowing: the interest rate, term, and risks are all laid out plainly, and what they tell you is very clear. All that’s left is to put in the effort—tell yourself that the results will be revealed a week later.
#termmax @TermMax
No one explains the posting task in detail, so I’ll just say this: finish everything in the wallet, then click Verify. Don’t skip steps just because it’s troublesome.
The easiest thing to miss is that on 8/24, you have to go back to the activity page to manually verify again. If you don’t click, then it’s basically all for nothing—@TermMax ’s official X post said it clearly.
It’s basically the same setup as fixed-rate lending/borrowing: the interest rate, term, and risks are all laid out plainly, and what they tell you is very clear. All that’s left is to put in the effort—tell yourself that the results will be revealed a week later.
#termmax @TermMax
Look at a chain’s conscience—don’t listen to it brag; watch how it comes clean when things go wrong.
@Dusk lays out the heaviest hard fork—the AEGIS—and tells the whole story.
39 fixes, 7 critical issues, from VM sandboxes and fee forgery to BLS signature flaws—break it down point by point for you.
What really struck me was this line: “We searched again and again, but found no evidence that had been exploited.”
Teams willing to pull down their own underwear and hang it out for the whole internet to see are rare these days—$DUSK , I’m genuinely impressed by this round.
Trust in a blockchain starts, in the first place, with “daring to admit it.”
#dusk
@Dusk lays out the heaviest hard fork—the AEGIS—and tells the whole story.
39 fixes, 7 critical issues, from VM sandboxes and fee forgery to BLS signature flaws—break it down point by point for you.
What really struck me was this line: “We searched again and again, but found no evidence that had been exploited.”
Teams willing to pull down their own underwear and hang it out for the whole internet to see are rare these days—$DUSK , I’m genuinely impressed by this round.
Trust in a blockchain starts, in the first place, with “daring to admit it.”
#dusk
Friends, this time it’s really a big one!
Waited for a long time.
Now complete a few tasks,
and you’ll get a chance to split $2 million $TMX.
The event window is August 17 to 24.
Rewards unlock on the day of TGE (8/25).
There are two paths: tasks, and posting in Square (two posts).
The entry requirement is so low it’s practically a freebie.
TermMax: this fixed-rate lending plus options setup.
It’s already running today.
10 chains, 90M+ TVL.
Also got back the institutional venue from @CantonNetwork.
Anyway, it’s a zero-cost kind of thing.
Do the five-step tasks.
Post to try to get onto the leaderboard.
Whether you make it or not depends on luck.
Better than just watching others get free stuff (I’m genuinely jealous).
@TermMax
$TMX
#termmax @TermMax
Waited for a long time.
Now complete a few tasks,
and you’ll get a chance to split $2 million $TMX.
The event window is August 17 to 24.
Rewards unlock on the day of TGE (8/25).
There are two paths: tasks, and posting in Square (two posts).
The entry requirement is so low it’s practically a freebie.
TermMax: this fixed-rate lending plus options setup.
It’s already running today.
10 chains, 90M+ TVL.
Also got back the institutional venue from @CantonNetwork.
Anyway, it’s a zero-cost kind of thing.
Do the five-step tasks.
Post to try to get onto the leaderboard.
Whether you make it or not depends on luck.
Better than just watching others get free stuff (I’m genuinely jealous).
@TermMax
$TMX
#termmax @TermMax
I just flipped through Dusk’s developer repo and got a little thrilled. These folks are so focused on building regulated finance—yet they’re actually doing a plain, honest wallet connection layer, not some fluffy embroidery-cushion kind of thing.
Dusk Connect uses the fairly common EIP-6963 discovery protocol, so any compatible wallet can plug in. It also comes with their own “first-class citizen” wallet, available across browser extension, desktop, and mobile. Private keys stay local: the plugin uses PBKDF2 + AES-GCM; the native stack uses Stronghold + Argon2, with features like automatic screen locking and retry/backoff when unlocking fails.
I really like this kind of practicality. For building compliant chains, the hardest part isn’t consensus—it’s enabling developers to effortlessly wire up the UI and the wallet. Only when this plumbing actually works smoothly will the whole “privacy + selective disclosure” narrative—the kind associated with @Dusk —find people willing to adopt it and make it real.
The story of $DUSK and #dusk has never lacked ambition; what it lacks is this kind of down-to-earth engineering. Take your time—can’t be rushed.
#dusk $DUSK @Dusk
Dusk Connect uses the fairly common EIP-6963 discovery protocol, so any compatible wallet can plug in. It also comes with their own “first-class citizen” wallet, available across browser extension, desktop, and mobile. Private keys stay local: the plugin uses PBKDF2 + AES-GCM; the native stack uses Stronghold + Argon2, with features like automatic screen locking and retry/backoff when unlocking fails.
I really like this kind of practicality. For building compliant chains, the hardest part isn’t consensus—it’s enabling developers to effortlessly wire up the UI and the wallet. Only when this plumbing actually works smoothly will the whole “privacy + selective disclosure” narrative—the kind associated with @Dusk —find people willing to adopt it and make it real.
The story of $DUSK and #dusk has never lacked ambition; what it lacks is this kind of down-to-earth engineering. Take your time—can’t be rushed.
#dusk $DUSK @Dusk
I just finished writing about Ryan joining WLFI a few days ago, and at the time I kept wondering about one question:
Why, of all times, did they bring in someone who’s been working with institutional business for the long term?
Turns out the answer came pretty quickly.
In the past couple of days, I read through the OCC documents regarding World Liberty Trust Company.
The national trust bank associated with WLFI @worldlibertyfi has already obtained the OCC’s preliminary conditional approval.
And what it’s preparing to take on is precisely the core parts of USD1: issuance, redemption, reserve management, and digital asset custody.
At the moment, the issuance and custody of $USD1 are still mainly handled by BitGo.
According to the plan in the documents, once World Liberty Trust Company meets the conditions to open for business, it will issue USD1 to institutional clients, and gradually take over USD1’s issuance role and the corresponding reserve assets.
When I got to this part, my first thought was:
USD1 is starting to move its “foundation” into the banking system associated with WLFI.
//////////////////////////
This is not quite the same weight as adding a new chain or launching a trading pair.
For regular users using stablecoins, they may first look at returns, liquidity, and where they can be used.
But when businesses and institutions are truly planning to use a stablecoin long term, they’ll look much more closely at things like:
Who issues it, who provides custody, where the reserves are kept, how redemptions are handled, and who regulates the entire system.
And if World Liberty Trust Company eventually does formally open, it’s itself a National Trust Bank under OCC supervision.
Of course, we also need to make it clear here that it’s not a commercial bank in the traditional sense of taking deposits and making loans—the business will focus on trust services, stablecoins, and digital-asset-related services.
But precisely because of that, it actually aligns quite well with the direction $USD1 is now set to take.
//////////////////////////
So when I look back at Ryan in my intro now, it’s even more interesting.
Now that the person is joining in, the banking layer is also starting to move forward.
Earlier I was looking at whether regular users would be willing to hold USD1.
When I wrote about Ryan, I started to focus on whether enterprises and institutions would be willing to use it.
Now there’s one more layer of understanding:
Before institutions really come in at a large scale, $WLFI still needs to first build the infrastructure that they need in order to dare to use it, be able to use it, and use it long term.
Why, of all times, did they bring in someone who’s been working with institutional business for the long term?
Turns out the answer came pretty quickly.
In the past couple of days, I read through the OCC documents regarding World Liberty Trust Company.
The national trust bank associated with WLFI @worldlibertyfi has already obtained the OCC’s preliminary conditional approval.
And what it’s preparing to take on is precisely the core parts of USD1: issuance, redemption, reserve management, and digital asset custody.
At the moment, the issuance and custody of $USD1 are still mainly handled by BitGo.
According to the plan in the documents, once World Liberty Trust Company meets the conditions to open for business, it will issue USD1 to institutional clients, and gradually take over USD1’s issuance role and the corresponding reserve assets.
When I got to this part, my first thought was:
USD1 is starting to move its “foundation” into the banking system associated with WLFI.
//////////////////////////
This is not quite the same weight as adding a new chain or launching a trading pair.
For regular users using stablecoins, they may first look at returns, liquidity, and where they can be used.
But when businesses and institutions are truly planning to use a stablecoin long term, they’ll look much more closely at things like:
Who issues it, who provides custody, where the reserves are kept, how redemptions are handled, and who regulates the entire system.
And if World Liberty Trust Company eventually does formally open, it’s itself a National Trust Bank under OCC supervision.
Of course, we also need to make it clear here that it’s not a commercial bank in the traditional sense of taking deposits and making loans—the business will focus on trust services, stablecoins, and digital-asset-related services.
But precisely because of that, it actually aligns quite well with the direction $USD1 is now set to take.
//////////////////////////
So when I look back at Ryan in my intro now, it’s even more interesting.
Now that the person is joining in, the banking layer is also starting to move forward.
Earlier I was looking at whether regular users would be willing to hold USD1.
When I wrote about Ryan, I started to focus on whether enterprises and institutions would be willing to use it.
Now there’s one more layer of understanding:
Before institutions really come in at a large scale, $WLFI still needs to first build the infrastructure that they need in order to dare to use it, be able to use it, and use it long term.
To be honest, a while back I kept seeing @Dusk talking about institutions and bashing Wall Street every day, and I always thought tokenization was just a game for those big fish.
Until today, when I found the official article about SMEs—it finally clicked for me.
The private placement market used to have nothing to do with small businesses at all—entry thresholds were ridiculously high, and ordinary people couldn’t get in.
The biggest significance of tokenization is, in fact, to open these doors: small businesses gain another channel to access capital, and qualified investors can also reach opportunities they previously couldn’t touch.
That $DUSK setup of selective disclosure + controlled visibility is exactly the key to making this work in a compliant way—both to prove whether you’re eligible, and to avoid showing your whole underwear to outsiders.
It’s not big fish hoarding the meal; it’s letting smaller fish into the pond too. This broader vision is way more interesting than just touting a few chains.
#dusk $DUSK @Dusk
Until today, when I found the official article about SMEs—it finally clicked for me.
The private placement market used to have nothing to do with small businesses at all—entry thresholds were ridiculously high, and ordinary people couldn’t get in.
The biggest significance of tokenization is, in fact, to open these doors: small businesses gain another channel to access capital, and qualified investors can also reach opportunities they previously couldn’t touch.
That $DUSK setup of selective disclosure + controlled visibility is exactly the key to making this work in a compliant way—both to prove whether you’re eligible, and to avoid showing your whole underwear to outsiders.
It’s not big fish hoarding the meal; it’s letting smaller fish into the pond too. This broader vision is way more interesting than just touting a few chains.
#dusk $DUSK @Dusk
RWA tokenization is moving from concept to implementation, but what institutions truly care about is whether they can have both “privacy” and “compliance” at the same time.
@Dusk , a native L1 built specifically for regulated on-chain finance, has built deterministic settlement, data availability, and encrypted transfer shielding into the base layer—not as something patched in with external plugins.
Its collaboration with NPEX is exactly about moving access to private markets, trading, and disclosure on-chain, using Citadel to achieve selective disclosure—showing information only to those who should see it.
$DUSK is backed by this ZK-native architecture, making institutional-grade asset tokenization on-chain no longer just a slogan.
#dusk might be waiting for the right answer to “compliance without compromising privacy.”
#dusk $DUSK @Dusk
@Dusk , a native L1 built specifically for regulated on-chain finance, has built deterministic settlement, data availability, and encrypted transfer shielding into the base layer—not as something patched in with external plugins.
Its collaboration with NPEX is exactly about moving access to private markets, trading, and disclosure on-chain, using Citadel to achieve selective disclosure—showing information only to those who should see it.
$DUSK is backed by this ZK-native architecture, making institutional-grade asset tokenization on-chain no longer just a slogan.
#dusk might be waiting for the right answer to “compliance without compromising privacy.”
#dusk $DUSK @Dusk
I’ve also been slowly learning something recently.
When you look at a project, besides seeing what products it’s launched and what activities it’s doing, what it’s been hiring for lately is also something interesting to look at.
Because it’s often quite revealing: why someone would join at this point in time, and what the project is planning to have them take responsibility for. If you keep following along, you can usually get a rough sense of which direction they’re preparing to move next.
Today I saw that WLFI @worldlibertyfi officially announced Ryan Ballantyne as the new Chief Business Officer. So I went back and looked through his background a bit.
One of the most important past experiences is that he was the Head of Enterprise Client Strategy at Coinbase Institutional.
And that’s when it started to click for me.
//////////////////////////
What Ryan has done in the past is help public companies and institutions handle things like digital asset Treasury, trading, and custody.
Before that, he also spent a long time on the capital markets, derivatives, and asset management side.
And the task WLFI @worldlibertyfi gave him this time is also very direct:
To be responsible for global business strategy and partner relationships, while also promoting the use of USD1 in payments, Treasury, capital markets, and the on-chain economy.
When you put these pieces together, it’s actually pretty easy to understand.
$USD1 Before that, most of what we encountered were crypto-native scenarios like trading, wealth management, on-chain liquidity, and events.
Now, adding someone who has long worked with institutional clients clearly means they’re continuing to build out the enterprise and institutional track.
//////////////////////////
Lately, I’ve been increasingly feeling that researching a project doesn’t necessarily mean staring at prices and data every day.
See what kind of people it’s looking for lately, and what those people specifically did before—sometimes you can read quite a lot from that.
After Ryan joins, I’ll keep focusing on $USD1 ’s institutional side.
Next, we’ll see:
Whether enterprises and institutions are truly willing to start using $USD1
When you look at a project, besides seeing what products it’s launched and what activities it’s doing, what it’s been hiring for lately is also something interesting to look at.
Because it’s often quite revealing: why someone would join at this point in time, and what the project is planning to have them take responsibility for. If you keep following along, you can usually get a rough sense of which direction they’re preparing to move next.
Today I saw that WLFI @worldlibertyfi officially announced Ryan Ballantyne as the new Chief Business Officer. So I went back and looked through his background a bit.
One of the most important past experiences is that he was the Head of Enterprise Client Strategy at Coinbase Institutional.
And that’s when it started to click for me.
//////////////////////////
What Ryan has done in the past is help public companies and institutions handle things like digital asset Treasury, trading, and custody.
Before that, he also spent a long time on the capital markets, derivatives, and asset management side.
And the task WLFI @worldlibertyfi gave him this time is also very direct:
To be responsible for global business strategy and partner relationships, while also promoting the use of USD1 in payments, Treasury, capital markets, and the on-chain economy.
When you put these pieces together, it’s actually pretty easy to understand.
$USD1 Before that, most of what we encountered were crypto-native scenarios like trading, wealth management, on-chain liquidity, and events.
Now, adding someone who has long worked with institutional clients clearly means they’re continuing to build out the enterprise and institutional track.
//////////////////////////
Lately, I’ve been increasingly feeling that researching a project doesn’t necessarily mean staring at prices and data every day.
See what kind of people it’s looking for lately, and what those people specifically did before—sometimes you can read quite a lot from that.
After Ryan joins, I’ll keep focusing on $USD1 ’s institutional side.
Next, we’ll see:
Whether enterprises and institutions are truly willing to start using $USD1
Good morning on Saturday
To be honest, I was a bit panicky this morning.
When I opened the charts, BTC was hovering around 64.9k.
I can’t really say whether the market scared me or whether I just hadn’t had my coffee yet—(anyway, both).
BTC is now 64,900.
In the past 24 hours, it’s up slightly by 0.88%, with a high of 65,390.
The low was 64,166, with a trading volume of 11,922 BTC.
Overall, it’s still a frustrating range-bound market at high levels.
Watching this trend, to be honest, I feel like there’s no clear direction—one word: endure.
////////////////////////////
Two things really stand out.
First, Morgan Stanley said the Federal Reserve plans to shrink its balance sheet by $1.5 trillion over the next two years, starting as early as Q1 2027.
The shadow of tighter liquidity is back again.
I figured, even if balance-sheet reduction happens, crypto’s pain sensitivity has already dulled.
Second, Bybit has officially sued North Korea and Lazarus.
They’re taking the $1.5 billion hacker-related case all the way through.
This lawsuit may take a while to play out.
But I feel that getting a freezing order would already be half the win.
(Meanwhile, US stocks are doing well—COIN is up over 5%, and both the Dow and the Nasdaq are in the green.)
////////////////////////////
Overall, market sentiment is cautiously optimistic.
As long as BTC holds 64,000, it’s still a bullish market.
The first target above is 65,000.
If you’re holding positions, stick to the moving average—don’t make random moves.
Talk risk control again only if it breaks below 64,166.
It’s the weekend today—watch the screen less and drink more water.
That’s it. Good morning~
To be honest, I was a bit panicky this morning.
When I opened the charts, BTC was hovering around 64.9k.
I can’t really say whether the market scared me or whether I just hadn’t had my coffee yet—(anyway, both).
BTC is now 64,900.
In the past 24 hours, it’s up slightly by 0.88%, with a high of 65,390.
The low was 64,166, with a trading volume of 11,922 BTC.
Overall, it’s still a frustrating range-bound market at high levels.
Watching this trend, to be honest, I feel like there’s no clear direction—one word: endure.
////////////////////////////
Two things really stand out.
First, Morgan Stanley said the Federal Reserve plans to shrink its balance sheet by $1.5 trillion over the next two years, starting as early as Q1 2027.
The shadow of tighter liquidity is back again.
I figured, even if balance-sheet reduction happens, crypto’s pain sensitivity has already dulled.
Second, Bybit has officially sued North Korea and Lazarus.
They’re taking the $1.5 billion hacker-related case all the way through.
This lawsuit may take a while to play out.
But I feel that getting a freezing order would already be half the win.
(Meanwhile, US stocks are doing well—COIN is up over 5%, and both the Dow and the Nasdaq are in the green.)
////////////////////////////
Overall, market sentiment is cautiously optimistic.
As long as BTC holds 64,000, it’s still a bullish market.
The first target above is 65,000.
If you’re holding positions, stick to the moving average—don’t make random moves.
Talk risk control again only if it breaks below 64,166.
It’s the weekend today—watch the screen less and drink more water.
That’s it. Good morning~
Good morning. To be honest, the market today has been pretty calm—I slept quite peacefully.
BTC is currently at $64,330, down slightly 0.47% over the past 24 hours. The high touched $64,999, just shy of breaking $65,000. The low was $64,172. Trading volume: 9,666 BTC (about $6.24 billion).
ETH is at $1,903, down 0.28%. High 1,920, low 1,892. Volume: 176,000 ETH (about $337 million).
A typical sideways consolidation day—no surprises, no scares (way gentler than last week’s position swings).
////////////////////////////
The news, however, is quite lively.
Wintermute has officially registered as a U.S. SEC broker-dealer, and it also plans to expand its business into stocks and commodities. The market-making giant proactively “joined the roster”—regulatory compliance is an inevitable train you can’t stop.
On the other side, JPMorgan highlighted that competition with Hyperliquid is intensifying, and inflows to the HYPE ETF have stalled. ETF flows are also clearly diverging: SOL saw net outflows of $860,000 yesterday, while XRP had net inflows of $3.45 million and HYPE net inflows of $2.84 million.
Uniswap’s newly launched token platform, Pools, went live and saw $99.10 million in trading volume on day one—accounting for more than half of the daily volume of similar platforms. A new battleground is open again (so tell me—are you going in?).
////////////////////////////
Overall sentiment is cautious. The broader market is consolidating on reduced volume, with capital moving around between major ETFs to look for direction. My take: in the short term, expect range-bound movement. Don’t chase highs or sell in panic—wait for the direction to become clear first. Have a great weekend. Stay steady.
BTC is currently at $64,330, down slightly 0.47% over the past 24 hours. The high touched $64,999, just shy of breaking $65,000. The low was $64,172. Trading volume: 9,666 BTC (about $6.24 billion).
ETH is at $1,903, down 0.28%. High 1,920, low 1,892. Volume: 176,000 ETH (about $337 million).
A typical sideways consolidation day—no surprises, no scares (way gentler than last week’s position swings).
////////////////////////////
The news, however, is quite lively.
Wintermute has officially registered as a U.S. SEC broker-dealer, and it also plans to expand its business into stocks and commodities. The market-making giant proactively “joined the roster”—regulatory compliance is an inevitable train you can’t stop.
On the other side, JPMorgan highlighted that competition with Hyperliquid is intensifying, and inflows to the HYPE ETF have stalled. ETF flows are also clearly diverging: SOL saw net outflows of $860,000 yesterday, while XRP had net inflows of $3.45 million and HYPE net inflows of $2.84 million.
Uniswap’s newly launched token platform, Pools, went live and saw $99.10 million in trading volume on day one—accounting for more than half of the daily volume of similar platforms. A new battleground is open again (so tell me—are you going in?).
////////////////////////////
Overall sentiment is cautious. The broader market is consolidating on reduced volume, with capital moving around between major ETFs to look for direction. My take: in the short term, expect range-bound movement. Don’t chase highs or sell in panic—wait for the direction to become clear first. Have a great weekend. Stay steady.
There are a few things worth talking about today: Tether transfers 500 million USDT to Binance—whale wallets are moving too. This is often interpreted as a buy-the-rumor-before-it-happens signal, but take it with a grain of salt. Circle has released its earnings: USDC circulating supply is $73.3 billion, net profit is $48.21 million. It also officially announced that the Arc mainnet will go live on September 16, with major institutions like BlackRock, DTCC, and Visa all coming in as validators—stablecoin infrastructure is becoming more and more institutionalized. Even S&P upgraded BlackRock’s stablecoin reserve fund with an AAAm rating. The entry paths for institutions are becoming clearer, which is a long-term positive.
////////////////////////////
BTC is currently at $64,089, up 0.56% over 24h. The high is $64,549 and the low is $63,615, with about $796 million in trading volume. ETH is at $1,869.86, up 0.18%, with a high of $1,882 and a low of $1,858.7. Honestly, today is just a pure consolidation day: BTC keeps bouncing around near $64K, and the volume isn’t great—it’s kind of sleepy. I think this kind of low-volume base-building usually means it’s “holding its breath” for a direction, so don’t jump to conclusions yet.
////////////////////////////
Tomorrow to watch: whether BTC can hold above $64K and whether volume can pick up. The broader market looks good—Nasdaq 100 has surged 9.3% over the past four days. Risk sentiment for AI is warming up again. Whether crypto can keep pace is worth monitoring. My view: short-term consolidation is slightly bullish, but don’t rush into leverage (forgive me—I’ve used too much already).
One sentence: stay steady, don’t get carried away—wait for the direction to show up before talking. $ETH $BTC
////////////////////////////
BTC is currently at $64,089, up 0.56% over 24h. The high is $64,549 and the low is $63,615, with about $796 million in trading volume. ETH is at $1,869.86, up 0.18%, with a high of $1,882 and a low of $1,858.7. Honestly, today is just a pure consolidation day: BTC keeps bouncing around near $64K, and the volume isn’t great—it’s kind of sleepy. I think this kind of low-volume base-building usually means it’s “holding its breath” for a direction, so don’t jump to conclusions yet.
////////////////////////////
Tomorrow to watch: whether BTC can hold above $64K and whether volume can pick up. The broader market looks good—Nasdaq 100 has surged 9.3% over the past four days. Risk sentiment for AI is warming up again. Whether crypto can keep pace is worth monitoring. My view: short-term consolidation is slightly bullish, but don’t rush into leverage (forgive me—I’ve used too much already).
One sentence: stay steady, don’t get carried away—wait for the direction to show up before talking. $ETH $BTC
Good afternoon—quick update on the morning market.
BTC is currently around $64,182, up 0.2% over the past 24 hours. The high reached 64,549 and the low was 63,452. Overall, it’s just a tight range consolidation—grinding and a bit annoying. Volume is average, with trading value around $840 million. To be honest, watching it range-bound is a little tiring, but the fact that it hasn’t dropped is a good thing (my requirements for the lows are already this low).
////////////////////////////
On the charts, the biggest highlight is actually the funding/flow: yesterday, BTC spot ETF net inflows were $211 million, with BlackRock’s IBIT alone taking in $170 million. ETH ETF also saw net inflows of $53.74 million, with ETHA taking the bulk. Institutions are quietly accumulating, and I think that’s more tangible than any slogan. Also, Uniswap’s pools.trade announced that at 0:00 tonight it will go live for Robinhood Chain’s token launch platform—there will be new playbooks in the primary market, so you may want to keep an eye on it.
////////////////////////////
For the afternoon, I lean toward continued range-bound but slightly bullish action. For BTC, overhead resistance is at 64,550—if it holds above that level, it may push toward 65,000. Support is around 63,450; if that breaks, be careful of a pullback. ETH is weaker—around 1,867—watch the 1,853–1,882 range. With funding providing a backstop, don’t carry too heavy a position—stay stable and don’t get carried away. One sentence: consolidation is the norm; we’ll talk once the direction becomes clear.$BTC $ETH
BTC is currently around $64,182, up 0.2% over the past 24 hours. The high reached 64,549 and the low was 63,452. Overall, it’s just a tight range consolidation—grinding and a bit annoying. Volume is average, with trading value around $840 million. To be honest, watching it range-bound is a little tiring, but the fact that it hasn’t dropped is a good thing (my requirements for the lows are already this low).
////////////////////////////
On the charts, the biggest highlight is actually the funding/flow: yesterday, BTC spot ETF net inflows were $211 million, with BlackRock’s IBIT alone taking in $170 million. ETH ETF also saw net inflows of $53.74 million, with ETHA taking the bulk. Institutions are quietly accumulating, and I think that’s more tangible than any slogan. Also, Uniswap’s pools.trade announced that at 0:00 tonight it will go live for Robinhood Chain’s token launch platform—there will be new playbooks in the primary market, so you may want to keep an eye on it.
////////////////////////////
For the afternoon, I lean toward continued range-bound but slightly bullish action. For BTC, overhead resistance is at 64,550—if it holds above that level, it may push toward 65,000. Support is around 63,450; if that breaks, be careful of a pullback. ETH is weaker—around 1,867—watch the 1,853–1,882 range. With funding providing a backstop, don’t carry too heavy a position—stay stable and don’t get carried away. One sentence: consolidation is the norm; we’ll talk once the direction becomes clear.$BTC $ETH
I just took a look at my Binance Square and Twitter timelines.
I found that $USD1 and @WLFI @worldlibertyfi have long stopped being just “ordinary” types of activity for me.
They’ve turned into a timeline that’s been going on for the better part of half a year.
From the very beginning—holding $USD1 for yield farming and claiming $WLFI rewards—to the later period when the events kept getting extended one after another, I gradually got used to keeping a portion of $USD1 in my account at all times.
Later on, I even used BTCUSD1 contracts, and I’m still holding SPCXUSD1. I’ve also written AgentPay.
For every additional use case for USD1, I basically do my own research and hands-on experience first, and then write down my real feelings.
So it’s honestly a bit hard to use one sentence to prove that I’ve used USD1.
But when I think about it again, I’m willing to keep learning, keep Building USD1 and WLFI—not just because of investment returns.
When the market is lively, putting on an event isn’t hard.
What’s truly difficult is when the market is dull and people can’t even be bothered to open Square, yet someone is still willing to organize events, maintain the community, and bring project teams, creators, and regular users back together again and again.
That’s also what I really want to thank @mscryptojiayi for—Jiayi added me.
Over these six months, USD1 has given me some real, tangible returns.
The events Jiayi has put together, however, give me a reason to keep researching WLFI and keep learning about USD1—even when the market is at its most boring. I also keep chatting with everyone.
This isn’t me being polite.
Because I really have been involved for half a year, and I really have written for half a year.
Someone said they hope the feast of USD1 yield farming never ends.
Going forward, when we mention USD1, we won’t only think of yield and rewards—we’ll also think of more real, long-term use cases.
And I probably will continue the way I have over the past six months.
Use it, record it, and keep paying attention.
Thank you, Jiayi. And thanks to USD1 × WLFI for not falling apart during these six months.
Everyone can jump in—looking forward to seeing you on Binance Square. Events will keep coming, rewards will keep coming! The CN and EN chat rooms are already set up. Red packet codes drop from time to time—only people who are around can grab them.
Join us to wait in the queue. Binance Square’s official Chinese-only community: app.binance.com/uni-qr/YbCEQcQf
Over the next few days there will be more surprises, public red packets, and raffles. For the specific gameplay, remember to follow Jiayi’s updates every day.
@ZachWitkoff @zakfolkman
I found that $USD1 and @WLFI @worldlibertyfi have long stopped being just “ordinary” types of activity for me.
They’ve turned into a timeline that’s been going on for the better part of half a year.
From the very beginning—holding $USD1 for yield farming and claiming $WLFI rewards—to the later period when the events kept getting extended one after another, I gradually got used to keeping a portion of $USD1 in my account at all times.
Later on, I even used BTCUSD1 contracts, and I’m still holding SPCXUSD1. I’ve also written AgentPay.
For every additional use case for USD1, I basically do my own research and hands-on experience first, and then write down my real feelings.
So it’s honestly a bit hard to use one sentence to prove that I’ve used USD1.
But when I think about it again, I’m willing to keep learning, keep Building USD1 and WLFI—not just because of investment returns.
When the market is lively, putting on an event isn’t hard.
What’s truly difficult is when the market is dull and people can’t even be bothered to open Square, yet someone is still willing to organize events, maintain the community, and bring project teams, creators, and regular users back together again and again.
That’s also what I really want to thank @mscryptojiayi for—Jiayi added me.
Over these six months, USD1 has given me some real, tangible returns.
The events Jiayi has put together, however, give me a reason to keep researching WLFI and keep learning about USD1—even when the market is at its most boring. I also keep chatting with everyone.
This isn’t me being polite.
Because I really have been involved for half a year, and I really have written for half a year.
Someone said they hope the feast of USD1 yield farming never ends.
Going forward, when we mention USD1, we won’t only think of yield and rewards—we’ll also think of more real, long-term use cases.
And I probably will continue the way I have over the past six months.
Use it, record it, and keep paying attention.
Thank you, Jiayi. And thanks to USD1 × WLFI for not falling apart during these six months.
Everyone can jump in—looking forward to seeing you on Binance Square. Events will keep coming, rewards will keep coming! The CN and EN chat rooms are already set up. Red packet codes drop from time to time—only people who are around can grab them.
Join us to wait in the queue. Binance Square’s official Chinese-only community: app.binance.com/uni-qr/YbCEQcQf
Over the next few days there will be more surprises, public red packets, and raffles. For the specific gameplay, remember to follow Jiayi’s updates every day.
@ZachWitkoff @zakfolkman
Morning market is a bit annoying: BTC is currently at $62,949, down 0.91% in 24h. The high is $63,796 and the low is $62,786, with 7,912 BTC traded (about $500 million). Volume isn’t that big. ETH is currently at $1,861, down 0.92%. The high is $1,898 and the low is $1,849, with 107,000 ETH traded. Honestly, this price action feels like boiling a frog in warm water—gradual declines without a breakout in volume. I watched the chart for a while and then logged off (didn’t want to get too anxious from overthinking).
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Two pieces of news are worth noting: 1) On-chain monitoring found that a giant whale that had been dormant for four years moved 730 BTC (about $46.12 million). The rumor is it’s related to a Coldcard vulnerability leak. When an old whale stirs, you can’t help but feel that a storm is coming. 2) Binance announced that on August 17 it will delist six tokens including ACX and HFT. If you hold them, remember to handle them in advance—because once liquidity dries up, the feeling isn’t pleasant (all the traps you stepped into become tears).
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In the afternoon, I’m inclined to expect continued weak consolidation. For BTC, resistance is around $63,800 on the upside. On the downside, first look at $62,700; if that breaks, then watch $62,000. ETH is weaker than BTC; $1,850 is the key support. Without a volume expansion signal, don’t rush to catch the dip. If you can’t help yourself, try with a small position for experimentation. One sentence: don’t try to catch a falling knife during a slow bleed. Let volume speak—this afternoon is very likely to be another grindy day.
////////////////////////////
Two pieces of news are worth noting: 1) On-chain monitoring found that a giant whale that had been dormant for four years moved 730 BTC (about $46.12 million). The rumor is it’s related to a Coldcard vulnerability leak. When an old whale stirs, you can’t help but feel that a storm is coming. 2) Binance announced that on August 17 it will delist six tokens including ACX and HFT. If you hold them, remember to handle them in advance—because once liquidity dries up, the feeling isn’t pleasant (all the traps you stepped into become tears).
////////////////////////////
In the afternoon, I’m inclined to expect continued weak consolidation. For BTC, resistance is around $63,800 on the upside. On the downside, first look at $62,700; if that breaks, then watch $62,000. ETH is weaker than BTC; $1,850 is the key support. Without a volume expansion signal, don’t rush to catch the dip. If you can’t help yourself, try with a small position for experimentation. One sentence: don’t try to catch a falling knife during a slow bleed. Let volume speak—this afternoon is very likely to be another grindy day.
【Aug 3 Crypto Morning News】
Good morning, brothers. Let’s be honest first: today’s market is “cold outside, hot inside.” Outside, Asia-Pacific stocks are in a slump. Korea’s KOSPI fell 5% straight in the morning, and both Samsung and SK Hynix dropped about 8%. Inside, though, BTC is holding steady: current price $63,338, up 0.73% in 24h. High $63,796, low $62,880. Trading volume: 8,385 BTC (about $531 million). ETH is $1,875, up 1.42%, with volume at 124,000 ETH. Both ends are printing small bullish candles. In this kind of external environment, not following through the downside—honestly, that’s pretty solid.
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There’s a signal in the news worth thinking about: on Aug 1, short-term BTC holders transferred a net loss-sale of over 32,000 BTC to exchanges, setting a new record for the largest sell-off in nearly 30 days—panic selling is being flushed out. On the other side, Saylor came out to speak, saying BTC has spent 92% of the time above the 200-week moving average, and right now it’s sitting right on that line, clearly as a morale boost for the bulls (this phrasing—those who know know). Stablecoin net outflows have continued for the third straight month, meaning liquidity really is tightening—this point should be watched.
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My take: when the outside market breaks down but crypto holds up, not dropping when it should in the short term is a relatively strong sign. This $63K+ area has been tested repeatedly; if it holds, it’s building momentum. If it breaks down, then you have to admit it. One sentence: once the panic selling is done, opportunities are often not far off.
Good morning, brothers. Let’s be honest first: today’s market is “cold outside, hot inside.” Outside, Asia-Pacific stocks are in a slump. Korea’s KOSPI fell 5% straight in the morning, and both Samsung and SK Hynix dropped about 8%. Inside, though, BTC is holding steady: current price $63,338, up 0.73% in 24h. High $63,796, low $62,880. Trading volume: 8,385 BTC (about $531 million). ETH is $1,875, up 1.42%, with volume at 124,000 ETH. Both ends are printing small bullish candles. In this kind of external environment, not following through the downside—honestly, that’s pretty solid.
////////////////////////////
There’s a signal in the news worth thinking about: on Aug 1, short-term BTC holders transferred a net loss-sale of over 32,000 BTC to exchanges, setting a new record for the largest sell-off in nearly 30 days—panic selling is being flushed out. On the other side, Saylor came out to speak, saying BTC has spent 92% of the time above the 200-week moving average, and right now it’s sitting right on that line, clearly as a morale boost for the bulls (this phrasing—those who know know). Stablecoin net outflows have continued for the third straight month, meaning liquidity really is tightening—this point should be watched.
////////////////////////////
My take: when the outside market breaks down but crypto holds up, not dropping when it should in the short term is a relatively strong sign. This $63K+ area has been tested repeatedly; if it holds, it’s building momentum. If it breaks down, then you have to admit it. One sentence: once the panic selling is done, opportunities are often not far off.
Verified
The 10U war god of mine—today again I opened the long position in SPCXUSD1.
At 20x, I’m slightly in profit, just a few dollars.
But what I want to see this time is still not just a single long position in SpaceX.
I’m trading a Nasdaq stock price exposure; the thing ultimately used for settlement has turned into $USD1.
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SPCXUSD1 is Binance’s first USD1-settled stock perpetual contract under @binance.
It’s tied to SpaceX and supports up to 25x leverage, tradable 24/7.
Previously, USD1 had already entered trading scenarios involving crypto assets like BTC and ETH. Now it’s starting to extend further into stock-like assets.
From Crypto to TradFi, it looks like it’s just added one more trading pair, but behind the scenes, the boundary of how $USD1 is used has pushed outward by another step.
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Right now, USD1 has a market value of about $4 billion, and it’s already among the leading mainstream stablecoins.
For stablecoins, market cap certainly matters.
But what I care about more is how much it’s actually embedded in real trading settlement pathways.
Spot trading, collateral, crypto perps, and then stock perps like SPCX.
Every time an additional asset class is added, it creates another layer of trading and settlement demand generated around USD1.
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So of course I care about how much profit this position can make.
But I also want to keep observing whether Binance will bring in more stocks, ETFs, and even other TradFi assets into the USD1 settlement system next.
Stablecoins becoming real infrastructure is probably built up step by step like this.
High-leverage contract risk is higher. I’m only participating with a small position—make sure to control leverage, DYOR.
At 20x, I’m slightly in profit, just a few dollars.
But what I want to see this time is still not just a single long position in SpaceX.
I’m trading a Nasdaq stock price exposure; the thing ultimately used for settlement has turned into $USD1.
//////////////////////////
SPCXUSD1 is Binance’s first USD1-settled stock perpetual contract under @binance.
It’s tied to SpaceX and supports up to 25x leverage, tradable 24/7.
Previously, USD1 had already entered trading scenarios involving crypto assets like BTC and ETH. Now it’s starting to extend further into stock-like assets.
From Crypto to TradFi, it looks like it’s just added one more trading pair, but behind the scenes, the boundary of how $USD1 is used has pushed outward by another step.
//////////////////////////
Right now, USD1 has a market value of about $4 billion, and it’s already among the leading mainstream stablecoins.
For stablecoins, market cap certainly matters.
But what I care about more is how much it’s actually embedded in real trading settlement pathways.
Spot trading, collateral, crypto perps, and then stock perps like SPCX.
Every time an additional asset class is added, it creates another layer of trading and settlement demand generated around USD1.
//////////////////////////
So of course I care about how much profit this position can make.
But I also want to keep observing whether Binance will bring in more stocks, ETFs, and even other TradFi assets into the USD1 settlement system next.
Stablecoins becoming real infrastructure is probably built up step by step like this.
High-leverage contract risk is higher. I’m only participating with a small position—make sure to control leverage, DYOR.
Honestly, this morning’s move was quite encouraging. BTC dipped to a low of 62,275 last night, then this morning it rebounded sharply with a single line pulling back above 63,600. The current price is 63,584, up 0.76% in 24h. The high is 63,612 and the low is 62,275. Trading volume is 8,065 BTC, and trading value is about 508 million USDT. ETH has even more volatility: it bounced from a low of 1,822 to 1,884.69, and the current price is 1,881.51, up 0.63%, with volume of 135,000 coins. Overall, it followed the “gap down, rally” script—clearly, the bulls are picking up cheap chips.
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The intraday unusual movement is basically message-driven: Trump posted that he received a request from Iran to delay its attack and agreed to cancel strikes against Iran in exchange for an agreement, including opening the Strait of Hormuz—risk-off sentiment cooled down, and risk assets took off. However, Iran’s military immediately denied it, saying it was “a lie,” and the situation still has twists and turns. This is probably why the rally didn’t keep accelerating after the morning spike. Also, after the Coldcard hacker incident, BTC daily active addresses surged to nearly 1 million, the highest since Dec 2024—there are clearly signs of capital flowing in. Next week we also need to watch the Non-Farm Payrolls and SpaceX’s earnings report.
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In the afternoon, I think it’s more likely to trade in a range with a bullish tilt: as long as the 63,000–63,000+ area holds, the support below is solid, and we’ll see whether the 64,000 level can be broken above. ETH will follow Bitcoin—if it holds above 1,880, there’s a case for upside. But the verbal back-and-forth with Iran hasn’t stopped; if the news narrative flips, a pullback could happen at any time—don’t go in with positions that are too heavy.
//////////////////////////
The intraday unusual movement is basically message-driven: Trump posted that he received a request from Iran to delay its attack and agreed to cancel strikes against Iran in exchange for an agreement, including opening the Strait of Hormuz—risk-off sentiment cooled down, and risk assets took off. However, Iran’s military immediately denied it, saying it was “a lie,” and the situation still has twists and turns. This is probably why the rally didn’t keep accelerating after the morning spike. Also, after the Coldcard hacker incident, BTC daily active addresses surged to nearly 1 million, the highest since Dec 2024—there are clearly signs of capital flowing in. Next week we also need to watch the Non-Farm Payrolls and SpaceX’s earnings report.
//////////////////////////
In the afternoon, I think it’s more likely to trade in a range with a bullish tilt: as long as the 63,000–63,000+ area holds, the support below is solid, and we’ll see whether the 64,000 level can be broken above. ETH will follow Bitcoin—if it holds above 1,880, there’s a case for upside. But the verbal back-and-forth with Iran hasn’t stopped; if the news narrative flips, a pullback could happen at any time—don’t go in with positions that are too heavy.
Today I took out the “Three Kingdoms” card set I collected as a kid. Back then, so many instant noodles made me lose them without mercy. What I have left now is a memory of my youth.
From small things to big, collectible markets are actually quite interesting.
There aren’t few people who truly love collecting, but the market has always shared a common problem: liquidity efficiency isn’t high.
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Now, if you want to buy a card, you need to find the right channel, check the grading, and compare prices.
If you want to sell a card, you also need to consider whether there are buyers who recognize that grade, where it’s being held, and whether a safe settlement is possible.
A lot of these processes are still carried out offline today. And information is hard to interoperate between different regions and different card shops.
So I’ve always felt that the biggest cost of collecting isn’t necessarily buying—it’s liquidity.
Renaiss @Renaiss Collectibles is what it aims to build: an infrastructure around the liquidity of collectibles.
It connects not only collectors, but also physical vaults, collectible stores, and the trading markets.
Real collectibles are still stored in offline vaults, but the custody status, ownership records, and asset verification can be synchronized onto the chain—so more participants can complete transactions around the same trusted data.
This point is actually quite important.
Because the collectibles market has long been rather fragmented. Each card shop has its own inventory, each vault has its own management method, and each platform has its own trading rules. For collectors, although the assets exist, their ability to circulate has always been limited.
If these players can establish a unified connection, collectibles won’t be just display items—they’ll truly become assets with liquidity.
//////////////////////
Platform @Renaiss Collectibles since its Beta launch: registered users have exceeded 260,000, and cumulative revenue has surpassed $20 million. Users mainly come from regions where collectible culture is relatively more mature, such as South Korea, Japan, Taiwan, and Southeast Asia.
At least, these numbers show that on-chain collectible trading already has real demand—not just staying in the conceptual phase.
Instead of focusing on how much a single card is worth, I’m more concerned about whether the whole market can form sustained liquidity.
I think that’s what Renaiss @Renaiss Collectibles wants to do: truly connect collectors, vaults, card shops, and the market—so that collectibles can achieve higher capital efficiency.
From small things to big, collectible markets are actually quite interesting.
There aren’t few people who truly love collecting, but the market has always shared a common problem: liquidity efficiency isn’t high.
//////////////////////
Now, if you want to buy a card, you need to find the right channel, check the grading, and compare prices.
If you want to sell a card, you also need to consider whether there are buyers who recognize that grade, where it’s being held, and whether a safe settlement is possible.
A lot of these processes are still carried out offline today. And information is hard to interoperate between different regions and different card shops.
So I’ve always felt that the biggest cost of collecting isn’t necessarily buying—it’s liquidity.
Renaiss @Renaiss Collectibles is what it aims to build: an infrastructure around the liquidity of collectibles.
It connects not only collectors, but also physical vaults, collectible stores, and the trading markets.
Real collectibles are still stored in offline vaults, but the custody status, ownership records, and asset verification can be synchronized onto the chain—so more participants can complete transactions around the same trusted data.
This point is actually quite important.
Because the collectibles market has long been rather fragmented. Each card shop has its own inventory, each vault has its own management method, and each platform has its own trading rules. For collectors, although the assets exist, their ability to circulate has always been limited.
If these players can establish a unified connection, collectibles won’t be just display items—they’ll truly become assets with liquidity.
//////////////////////
Platform @Renaiss Collectibles since its Beta launch: registered users have exceeded 260,000, and cumulative revenue has surpassed $20 million. Users mainly come from regions where collectible culture is relatively more mature, such as South Korea, Japan, Taiwan, and Southeast Asia.
At least, these numbers show that on-chain collectible trading already has real demand—not just staying in the conceptual phase.
Instead of focusing on how much a single card is worth, I’m more concerned about whether the whole market can form sustained liquidity.
I think that’s what Renaiss @Renaiss Collectibles wants to do: truly connect collectors, vaults, card shops, and the market—so that collectibles can achieve higher capital efficiency.
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