kiri亏麻了

The biggest gain of Binance Blockchain Week #BinanceBlockchainWeek @CZ @Richard Teng

What coins does the hacker still have left to sell?

The hacker still has roughly $2.9–3.3 billion in movable assets. The core strategy is crystal clear: convert everything that can be frozen into assets that cannot. Stablecoins worth $2.5–3 billion have already been frozen, while the remaining altcoins are continuously being dumped for ETH. ETH is currently the only asset that is still “growing” in the hacker’s holdings.

The main course: BTC and ETH

BTC: 18,270 coins (about $1.44 billion) have not been moved yet. Bitcoin has the best liquidity and is the hardest to freeze, so the hacker is unlikely to dump it all at once. More likely, they will sell in batches, through OTC deals, or gradually. This is the biggest potential source of selling pressure ahead.

ETH: Holdings have grown to about 467,000 coins (around $1.06 billion), and the remaining altcoins are still being converted into ETH. Once the laundering is complete, this ETH will also become a major source of funds for future cash-outs.

The side dish of altcoins: most have been cleared out, and the rest are still being converted into ETH

According to Lookonchain data, several of the larger holdings have been almost completely sold, with about 70,000 ETH received in exchange:

Almost completely sold: UNI (about $39.6 million), ENA (about $33.9 million), PEPE (about $31.6 million), LINK (about $26 million), AAVE (about $14.27 million), ONDO, WLD, and others. The direct selling pressure from these coins has largely been released.

Still being sold off or carrying remaining selling pressure:

ARB: about 74.56 million coins (around $11.5 million) — The Arbitrum Security Council urgently transferred the relevant funds, and the freezing action was relatively quick
FUN: about 715 million coins (around $6.3 million)
ZAMA: about 87.85 million coins (around $6 million)
ZRO: about 3.6 million coins (around $5.7 million)
RSR: about 3.38 billion coins (around $5 million)

The remaining altcoins amount to roughly $180 million in total and will continue to be converted into ETH. None of the individual holdings are very large, but short-term sell-offs may have a more noticeable impact on coins with average liquidity.

Selling pressure from altcoins is easing rapidly. The real things to watch are the 18,270 BTC and nearly 470,000 ETH already accumulated. These two assets are the main sources of future cash-outs and potential selling pressure. He Yi has stated that Binance will bear all the losses and that user funds are safe, which can help stabilize confidence. But as long as these nearly $3 billion in BTC and ETH on-chain have not been fully recovered, they will remain a sword hanging over the market.

👏 Join the group to discuss on-chain address activity and progress on freezing the funds. The pace matters more than expected.

#ETH

Guys, I woke up and the sky had fallen—Binance’s hot wallets were hacked, with losses exceeding $5.8 billion.

Last night (early this morning Beijing time), Binance’s hot wallets were drained. After funding through Tornado Cash, the hacker used the new EIP-7702 mechanism to obtain signatures from the private key of Binance 14’s hot wallet, delegate it to their own contract, and then sweep out between $3.3 billion and $5.8 billion in assets in about 40 minutes. ETH, USDT, USDC, and BTC were involved, across multiple chains.

This wasn’t a smart contract vulnerability. Binance’s underlying signing infrastructure (the HSM/MPC setup) was most likely compromised. The hacker didn’t obtain the plaintext private key; instead, they broke into the policy engine or signing interface and gained the ability to “sign on demand.”

• They submitted 50 consecutive-nonce EIP-7702 signatures all at once, essentially “taking blind shots.” If they’d actually stolen the private key, they wouldn’t have needed to do that.
• Just 24 seconds after Binance 14 was drained, hot wallets on different chains using different signing algorithms—including Binance 16, Bitcoin (over 18,000 BTC), and Tron—were almost simultaneously compromised. That would only be possible by breaching the centralized top-level orchestration system.

Even more troubling, the hacker had been lurking for at least 37 hours. They first withdrew gas from Tornado Cash, then used $7 million in stablecoins to conduct a “live-fire rehearsal” of the EIP-7702 sweep. Only after the rehearsal did they make their move. In the main attack, Bitcoin was hit first, then Ethereum used EIP-7702 to drain Binance 14 in a single transaction (167,000 ETH + $1.6 billion in USDT, among other assets), and also drained Binance 34, which Binance 14 administered.

Tether and Circle moved pretty quickly on the stablecoin front and have already frozen around $1.8–2.5 billion.

The timing makes it even worse. U.S. tech stocks have already been struggling these past few days, with AI concerns, middling earnings, and a hawkish Fed weighing heavily on risk appetite. BTC was already hovering around $80,000; this news sent it straight down to around $78,000–$79,000. BNB also fell 7–9%, and liquidations intensified.

I’d recommend not buying the dip right now.

This hasn’t been fully resolved yet. Deposits and withdrawals are still suspended, funds are still moving, and the macro picture hasn’t stabilized either. Trying to catch a falling knife now could easily leave you exposed to another sell-off. There’s no harm in waiting until the official post-mortem is out, deposits and withdrawals resume, and the market genuinely stabilizes.

Don’t rush into anything. Keep your powder dry. I’ll post an update if there’s any news.
#BTC

Guys, the Binance hot wallet hack is pretty substantial. On-chain estimates put the losses at over $5.8 billion, and the hackers have already started dumping tokens on Uniswap and other platforms.

The latest news is that they sold off all 7.77 trillion PEPE tokens from the hot wallet, exchanging them for about 14,049 ETH worth over $31.9 million. The average selling price was around $0.0000041, sending PEPE down more than 12%. Meme coins like this already have thin liquidity, so a one-time dump of this size will naturally cause a sharp drop. If the hackers continue selling their other altcoins, such as ENA, LINK, UNI, and AAVE, those tokens could face significant short-term pressure.

There’s also an interesting development on Sun’s end. Since October 17, addresses linked to him have transferred out about 11.8 trillion PEPE, with an average cost of around $0.000004114. His unrealized profit briefly surged to $18.55 million last night, but after the dump, it’s now down to about $4.45 million—a steep decline. On-chain data shows he’s one of the largest individual holders recently, with roughly 2.8% of the total supply. But this wave of hacker selling hit right around his cost basis, instantly squeezing his paper profits. There’s been no official response yet on whether this was a personal position or an exchange fund reshuffle, but such a rapid drop in unrealized profits from their peak shows just how vulnerable meme coin rallies are to large sell orders.

Overall, Binance has said that user funds are safe and that it will cover the losses. A lot of stablecoins have also been frozen, but ETH and these altcoins can’t be frozen, so the hackers dumping tokens on DEXs is the most immediate source of pressure. PEPE and related altcoins could remain volatile in the short term, so don’t rush to buy the dip. In the longer term, it depends on how Binance handles the aftermath and whether market sentiment can stabilize. When sudden selling pressure hits, tokens with poor liquidity are the most vulnerable to getting shaken out.

Do any of you hold PEPE? After this dump, do you see it as an opportunity or are you staying on the sidelines?
#纳指100期货下跌0.9%

Guys, the midterm elections are just around the corner. Voting takes place on November 3 local time in the U.S., and results start coming in on the morning of November 4 Beijing time. This is the first midterm election of Trump’s second term, and it will directly affect the pace of taxes, tariffs, and regulation over the next two years.

Right now, polls and prediction markets both lean toward the Democrats: they have a very high chance of winning the House, a little over 60% odds of sweeping both chambers, around 25% odds of a divided Congress (Democratic House + Republican Senate), and less than 10% odds of Republicans holding both chambers. Markets have already priced in a lot of the possibility that the Democrats will win at least the House.

U.S. stocks: Historically, midterm election years tend to be volatile, but the S&P 500 has usually performed well in the 6–12 months after the election (as uncertainty clears and the risk premium falls).

If the Democrats sweep: Extending tax cuts, loosening regulations, and more aggressive tariffs would face resistance. Financials, energy, AI data centers, and crypto-related stocks could come under short-term pressure, while budget battles and investigations would likely increase. However, markets have historically done reasonably well under divided government.
If Congress is divided: This is the mildest outcome, with relatively low volatility.
If Republicans hold both chambers: This would be a real surprise, reigniting policy expectations and potentially driving a rally in growth and cyclical stocks.

Crypto is more closely tied to the Republicans, so it’s more volatile than U.S. stocks.

If the Democrats sweep: The CLARITY Act will likely be delayed again, putting altcoins, DeFi, and crypto stocks under short-term pressure; BTC should hold up relatively well (thanks to its commodity-like qualities and ETF support).
If Congress is divided: Legislation will move more slowly, but this outcome is largely priced in already.
If Republicans hold both chambers: This would be the most bullish outcome, and ETH, SOL, DeFi, and related stocks could surge.

Overall, the election is more likely to change expectations for the pace of regulation. Interest rates, liquidity, and capital flows will still be what really drive prices. If the results match expectations, we could actually see a relief rally afterward; only a major surprise would require repricing. Don’t go all in on a directional bet—manage your position size and adjust after the results.

Do you think the outcome will surprise the market?

#美国中期选举倒计时，美股博弈窗口已开启？

LOL 😂 ZachXBT goes hard at Axis:

An entity received around 42 million AXIS from a multisig wallet controlled by the Axis team, then sold it on a Base-chain DEX for about 5.04 million USDC. The USDC was then dispersed across multiple addresses (the ones you listed are basically the ones he called out). In total, more than 76 million AXIS (worth over $12 million at the time) flowed out of the team multisig, with some also going to Bitget.

Just one week after launch, 42 million $AXIS were transferred out of the team multisig and dumped on a DEX for over $5 million in USDC, crashing the price by 40%.

Isn't this the classic script of insiders making a killing first and then making a run for it? The team is blaming an “OTC counterparty default,” saying that their own and investors’ tokens are still locked and untouched. Sounds plausible, but when you hand a huge amount of ecosystem tokens to a single counterparty without locking them on-chain, relying only on a written agreement, and then hundreds of new addresses start dumping within hours—isn't that basically handing over a direct channel to dump the tokens? Who chose the counterparty? Why not use on-chain vesting? Simply put, they left a loophole through their own actions, got caught, and are still making excuses.

The circulating supply was already thin, and concentration was high, so it's hard for the community to trust this kind of behavior. We'll see if they actually hold anyone accountable and lock up the remaining ecosystem tokens, or keep trying to fob people off with statements. If you hold any, keep an eye on the on-chain activity yourself—don't just listen to the story.
#EarningsSeason

Microsoft and Google reported earnings last night: one stock soared while the other plunged, and the gap in AI spending became impossible to ignore

Guys, Microsoft and Google reported earnings at the same time last night. One stock went up and the other went down—the contrast was hard to miss.

Microsoft’s results were impressive. Revenue came in at $92.28 billion, up 19% year over year, and adjusted EPS was $4.89. Both beat expectations. Most importantly, Azure finally put a dollar figure on the table for the first time: $33.17 billion for the quarter, up 48%. That topped its previous guidance of 44%–45% and beat market expectations. Overall cloud revenue grew 30%, operating margin was close to 50%, and free cash flow remained positive. The stock rose about 3%–4% after hours. Its AI investments are finally showing a clearer return.

Google was the complete opposite. Revenue was $127.58 billion, up 25% year over year, but slightly below expectations. Profit was hit even harder by losses on equity investments: net income fell 25% year over year, and EPS came in at just $2.12 (about $2.67 adjusted), well below expectations. Slower growth in search ads was the main drag, while YouTube ads were nothing to write home about either. Cloud, on the other hand, was booming: Google Cloud revenue reached $30.7 billion, more than doubling year over year (+103%), with profits also surging. But overall free cash flow turned negative (around -$9.1 billion), while capital spending remained high. The stock plunged more than 10% at one point after hours.

In a nutshell: Microsoft showed that its AI investments are turning into revenue and profit. Google Cloud is catching up fast, but its core ad business is under pressure and it’s spending too aggressively—so the market voted with its feet. Competition in the cloud is heating up, but when it comes to “who can turn AI into real money first,” Microsoft made the more convincing case this quarter.

Do you think Google’s drop is just short-term sentiment, or are we starting to see signs that AI is disrupting search?

#股票财报季

Sun is loading up on $PEPE again. Could this be another “buying at the $TRUMP peak for 7U” move?

Arkham shows that wallets labeled as belonging to Sun, plus another address believed to be his (0x721), hold a combined total of about 2.82% of PEPE’s supply, worth roughly $51 million. Apart from the exchanges themselves, no one outside the exchanges holds more.

These tokens were withdrawn from Poloniex in two transactions on October 17 and 26, totaling 11.85 trillion tokens. They were worth $48.76 million when withdrawn and are now sitting on unrealized gains of more than $2 million. Tracing the tokens further back, they were originally bought on Binance, passed through Poloniex and HTX, and eventually ended up in his wallet.

The timeline is even more interesting: from October 15 to 25, he transferred $77 million in stablecoins to Poloniex. Before that, his PEPE position was worth only $267,000. This looks very much like a concentrated accumulation.

But when I saw this news, my first thought wasn’t “Sun is going all in”—it was his previous TRUMP trade. He got in at around 7U, then took a pretty heavy loss, and the community joked about it for quite a while. This time, his PEPE position is larger and represents a higher share of the supply, but his unrealized gains are only a little over $2 million so far—he’s barely just gotten in. Sun has never been one to keep a low profile, so with a position of this size, the market is bound to wonder whether he’s betting on a price rise or planning some big move.

PEPE is extremely volatile. His holdings account for nearly 3% of the supply, which could certainly support the price in the short term—but if he decides to sell, he could also send it tumbling. For now, it looks like he’s still building his position. Whether he keeps adding or starts selling will be more telling than simply looking at his share of the supply.

Is this genuine faith in meme coins, or another “7U-level” conviction trade?
What do you think?
#山寨币热点

Microsoft earnings tonight: Can AI investment really turn into revenue?

Everyone, Microsoft reports earnings after the market closes tonight (FY27 Q1).

The market expects revenue of a little over $90 billion (up around 17% year over year) and EPS of $4.71–$4.72. The numbers themselves will probably be fine; the key question is whether AI is actually starting to generate revenue.
My take: yes, but not to the extent the most optimistic investors are hoping for.

Azure is the core engine. The company’s own guidance is for 44%–45% growth at constant currency, a slight acceleration from 43% last quarter. Demand continues to outstrip supply, so how much capacity comes online this quarter will show up directly in the numbers. If growth reaches 45% or even edges past it, that would show that demand for AI computing power remains very strong.

Copilot is another area worth watching closely. Paid seats have topped 30 million, up from just 20 million last quarter—a rapid increase. But Copilot still doesn’t account for a particularly large share of overall revenue, so for now it’s more about “validating that the strategy is working.” The real questions are whether companies are moving from pilot programs to company-wide rollouts, and whether usage-based billing is starting to make a meaningful contribution to growth.

Capital spending remains a concern. It’s expected to exceed $50 billion this quarter, and the market’s biggest fear is that “investment is massive, but the returns are still a long way off.” If revenue and Azure meet expectations but margins come under too much pressure, the stock may not react particularly well.

My personal take is that tonight will most likely be solid and somewhat positive: revenue and Azure could beat expectations, Copilot will keep the growth story going, but capital spending and guidance will keep investors cautious. The AI story is still in its early-to-middle stages. Microsoft has the clearest path to monetization at the moment, but don’t expect it to suddenly take off in a single quarter.

What do you think? Are you more focused on Azure’s growth rate, or on Copilot’s seat growth?
#微软财报能否兑现ai红利

October FOMC: They’ll probably stand pat this time, but don’t celebrate too soon

Guys, the Fed is meeting tonight (the decision comes out early tomorrow morning Beijing time).

Bottom line: They’re very unlikely to raise rates in October, and will probably hold them at 3.75%-4.00%. The market has priced in odds of over 90% for this outcome, and almost every institution and economist expects the same.

But don’t assume the Fed is turning dovish.

This looks more like a “hawkish pause”: taking a breather, while keeping a tight stance. They just raised rates once in September, inflation hasn’t come down (September CPI jumped to 3.7%), and although the labor market is cooling, the economy hasn’t fallen apart. Warsh also isn’t someone who likes to give clear guidance, so he’ll probably keep stressing that “inflation isn’t under control yet.”

So the real things to watch aren’t whether they raise rates, but:

Whether the statement keeps language about a “timely return to 2%”Whether any hawkish members vote against the decision (the market thinks there could be 1-2 votes)Whether Warsh sounds tough at the press conference

My personal view: They’ll skip a hike this time and raise once more in December. This tightening cycle isn’t over; the pace is just slower. A pause ≠ an end.

For markets, if this is confirmed as a hawkish pause, Treasury yields and the dollar should still have some near-term support; $BTC $ETH and risk assets (especially high-valuation tech stocks) could be vulnerable, so don’t rush to go all in.

That’s it for now. Let’s talk once the decision comes out tonight. What do you think? #fomc会议

SK Hynix had a monster night yesterday. Could Google’s earnings this quarter do the same?

Q3 results are due after the close. The stock is hovering around $320, nearly 20% off its highs, and has barely risen this year. The market is focused on two things:
Can Search ads hold steady, and will the huge spending spree on Cloud and AI pay off?

On Search, I don’t think there’s much to worry about in the short term.

Search was still up 17% last quarter, and the market expects around 14–16% growth this quarter. So far, AI Overviews and AI Mode look more like they’re adding to Search than killing it. The Gemini app is approaching 1 billion monthly active users, and advertisers using AI Max are already getting more conversions. I don’t think ChatGPT has taken enough traffic away yet to do serious damage. As long as growth doesn’t fall clearly below double digits this quarter, Search will remain a cash cow.

Cloud is what could really move the stock.

Cloud surged 82% last quarter, with margins climbing above 35% and backlog reaching $514 billion. This quarter, expectations are around $29 billion—roughly double. If growth can stay above 90% and margins aren’t squeezed too much by third-party capacity, there’ll be a compelling story behind the AI spending. External sales of TPUs are also starting to contribute some revenue, though the big impact won’t come until next year.

But the risks are obvious: 2026 capex guidance has already climbed to $195–205 billion, and free cash flow turned negative last quarter. What the market fears most now is another capex increase—or management making overly aggressive claims about 2027. Spending is huge, and the returns haven’t fully materialized yet. That’s the main reason the stock has been held down.

My outlook:

Revenue will probably come in slightly above expectations ($128B+), Search should hold at mid-teens growth, and Cloud should keep surging. If capex guidance doesn’t rise again and Cloud margins don’t fall significantly, the stock could rebound after the results. On the other hand, if they raise spending again or Cloud merely meets expectations, the stock could remain stuck.
Put simply, Search is the floor; Cloud is where the upside surprise could come from. This quarter is about whether Google can prove with data that “the money being burned is turning into real growth”—rather than just telling a story.

(Just my outlook; the actual numbers after the close are what count.)

#谷歌财报能否守住基本盘

$DNA What's the outlook now?

As usual, here's the conclusion first: this is a new coin with a good narrative, a very thin market, and extremely concentrated holdings. It's suitable for short-term trading, but not for blindly taking a large position as a matter of faith.

It's only been listed for about 12 days. The price has fallen from its ATH of 0.32 to around 0.20, and is currently trading sideways in the 0.19–0.22 range. The chart shows a typical new-coin pattern: a sharp run-up followed by a pullback and consolidation. Around 0.20 is a key short-term level. If it falls below 0.185, it may continue lower to look for support; only a sustained hold above 0.22 would create a chance of moving back up. Trading volume fluctuates, with no sign of a sustained, high-volume breakout, so the trend hasn't fully emerged yet.

Looking at on-chain data, the issues become more apparent. The total supply is fixed at 1 billion, and there are already over 13,000 holders, which suggests decent community interest.

But the reality is that the top contract holds about 87%, and the top 100 addresses account for almost 99.8% of the supply. Retail wallets appear to hold only around 5%. Most of the tokens are still locked in contracts, including those related to the treasury, vesting, and liquidity. The circulating supply is very small—around 9%–13%—and DEX liquidity is only around one to two million dollars, which is thin.

What does this mean?

The price can easily be affected by whales or the pace of token unlocks, and the coin clearly has the characteristics of a small-cap asset with high turnover. On the plus side, there are no taxes or additional issuance, the dev team holds very little, and the contract is relatively clean. The project also has a real product, such as an AI trading agent like NeoTrade, so it's not purely an empty narrative. On the downside, token holdings are highly concentrated, and if future unlocks aren't handled well, they could create selling pressure. At this early stage, this kind of structure is especially vulnerable to looking busy while the thin circulating supply gets wiped out by a single sell-off.

Overall, I personally lean toward treating it as a short-term trading opportunity. If clear signs of a bottom appear around 0.19–0.20, you could try a small position, with a strict stop-loss below support. If it breaks above 0.22 convincingly on increased volume, you could consider adding a little.

For the medium to long term, though, it's best to wait for more information about the unlock schedule and actual product usage. At this stage, price action is driven more by sentiment and exchange-listing effects than by value discovery.

The risks always outweigh the opportunities, especially with new coins. Don't get carried away by the 'AI Agent' label, but don't dismiss it entirely just because holdings are concentrated. Manage your position size, and don't go all in.

That's all—just my personal opinion, not financial advice.
#比特币再度跌破8万美元

Continuously rolling positions at a fast pace
Made a bit of profit on Niu Laizi today and treated myself to a pork trotter rice
Lower leverage during the bull market
$牛来 #比特币突破77000美元

The more it pulls, the emptier it gets; the emptier it gets, the more it pulls—it's completely off the rails
#zec

The biggest benefit to the US is first rewarded to $UNI
Second, it will definitely be passed on to on-chain infrastructure
I think it’s necessary to place a bet on $ENA
Already trapped, NFA, DYOR
#比特币突破77000美元

$BTC Today's price action was quite dramatic. In the Asian morning session, it opened around $78,650, briefly dipped to an intraday low of $77,797, and fell by more than 1%. But it then quickly found support and rebounded. Buying pressure picked up in the European session, followed by another push higher in the New York session, reaching a high of $79,672, just one step away from the $80,000 psychological level. Into the close, it consolidated at a high level around $79,400. The intraday range was about 2.4%, and it ultimately closed near the day's high.

From a structural perspective, today's V-shaped rebound is significant. After last Friday's non-farm payrolls release, BTC plunged 3.2% intraday, hitting a low near $77,700. Today, price climbed back above $79,000, showing that support around $78,000 has been recognized by the market and that short-term panic selling has been digested. Bulls showed solid support at key levels, and bears were unable to expand their gains.

$ETH Following the rebound but with weaker momentum

Ethereum also strengthened today, but its overall elasticity was weaker than BTC's. The intraday low was $2,447 and the high was $2,520, with a fluctuation of about 3%, noticeably smaller than BTC's 2.4% range. The ETH/BTC exchange rate weakened slightly today, slipping from around ~0.0315 in the morning to around ~0.0316.

What is worth noting is that ETH faced some selling pressure at the round-number level of $2,500. Multiple attempts in the evening to break above $2,520 failed to hold, and it pulled back to around $2,505 into the close. If tomorrow's CPI data is favorable, whether ETH can break through $2,520 will be the next test for bulls.


Overall market trading was relatively restrained today, without extending the panic sentiment seen after last Friday's non-farm payrolls report. The Fear and Greed Index has recovered somewhat from last week's lows, but it is still hovering in the "neutral" zone.

CME FedWatch shows the probability of a September rate hike remaining at 58%, and the market has basically priced in that expectation. Tomorrow's September CPI release will be the real catalyst for this week's direction:

If inflation comes in below expectations, the odds of a rate hike will fall and $80,000 will no longer be a hurdle for BTC; conversely, if inflation rebounds above expectations, the $78,000 support may face a second test.

Short-term support: BTC $78,500 / ETH $2,480
Short-term resistance: BTC $80,000 / ETH $2,520#Ripple游说推进CLARITY法案投票

I can’t anymore—I ran, family members. Miracles only happen on bsc
#meme板块关注热点

This Friday’s U.S. non-farm payroll data came in far above expectations, instantly igniting a frenzy on social media: “The Fed is going to raise rates!”—but CME FedWatch still shows the probability of a hike on 9/16 is stuck at 58%, almost unchanged from before the jobs report.

Bitcoin, however, was honest in its drop: within two hours it fell from $81,300 to $78,700, a 3.2% decline. But this is pretty normal—looking at 6 years of 79 non-farm releases, Bitcoin’s average reaction to any single report is only about ~2%.

The real question is: why isn’t “smart money” moving?

Because large institutions know this well—one month of employment data doesn’t equal a trend. Consumer confidence, the manufacturing PMI, and the unemployment rate trend have not strengthened in sync, so this jobs report looks more like noise than direction.

Besides, there’s still the CPI/PCE data on 9/11 coming up: that’s the real trigger that could move the rate-hike probability away from 58%.

Don’t let the social media chorus of rate-hike hype set your pace. Smart money’s pricing is always more reliable than the macro narrative on Twitter 📊#Zcash周涨45%创2016年来新高

After getting harshly taught a lesson by FOMO, I finally understood the wallet signal system

I got beaten up by FOMO pretty badly. There were way too many signals at the front of the car, and it was dizzying—getting on meant I was afraid of chasing the price, but not getting on meant I was afraid of missing out. I was just a bundle of contradictions.

After I calmed down, I decided to sit down and study the wallet signal system.

I have to say, the features in the An wallet have been getting better and better. After reducing 90% of the noise in the market, there are still plenty of “golden dogs” that can run out—it's just a question of whether you can catch them.

⚠️ First, let me make it clear: this system only helps you filter noise and improve discovery efficiency. It’s not a guaranteed-profity tool. On-chain signals ≠ buy signals. Your final judgment still has to be made by yourself.

📌 What does the signal system actually look at?

After opening the wallet app, you’ll see three types of signals:

1️⃣ Smart Money signals

The system automatically tracks wallets with high historical returns on-chain. When these wallets buy a certain token, you’ll receive a push notification.

What to look at: buy time, buy amount, current unrealized profit, changes in holdings

2️⃣ Smart Money KOL signals

It tracks the on-chain wallet activities of the KOLs you follow.

What to look at: what they bought, how much they bought, and when they bought

Key point: a KOL’s public holdings may have delays, and they can even be a “contrarian indicator”—when they post, they may already be selling off.

3️⃣ Community hot signals

Signals aggregated based on overall market trading heat and sentiment analysis.

What to look at: which coin suddenly gets heavily bought, and discussion buzz spikes

Key point: these signals have the strongest lag. They’re best for verifying your own judgment—not for copy-trading directly.

📌 How to filter signals that are truly valuable

This is the core. The signal system pushes a lot every day—if you don’t filter, it’s basically the same as not paying attention.

- Look at the timing of the buy: when the signal pops up and the token has already risen more than 50%, skip it decisively. The advantage of smart money is “early.” The advantage of followers is “fast, but don’t chase the price.”

If you’re interested, feel free to use my Binance wallet invitation link 🔗:
https://web3.binance.com/zh-CN/m/referral?ref=KIRI123 (2️⃣0️⃣% fee reduction)

After binding, DM me 📮 and I’ll send you the configuration parameters
$BNB
#美伊互袭油轮冲突升级