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In the future, we will share more timely information in the group: secondary tradable cryptocurrencies, on-chain meme coins, and more operational interaction guidance.
We will also periodically distribute red envelopes and hold giveaways in the group.
X Layer负责人 Zakk today published a post saying: A series of actions for the X Layer ecosystem will be met one by one in mid-August—TVL, RAW, DeFi, and MEME.
Therefore, OKB has reached a high of 90 dollars.
However, since there are few meme projects on X Layer—only two worth positioning:
1、XDOG: (X Layer’s first meme coin)
0x0cc24c51bf89c00c5affbfcf5e856c25ecbdb48e
Market cap: 4.2M
2、GPU: (X Layer’s first coin-stock coin)
0xd624079f9062aab098d28a05bad2f19614e6c5ac
Market cap: 880k
If X Layer keeps making moves, these two are the leading meme projects. No matter how things turn out, there will be upside momentum—staking early is never a loss!
Why not come and quietly position yourself in some targets with potential
Below is a summary of the potential memes I’m keeping an eye on. These picks can be “bought the lower the dip,” and the outcome later basically won’t be bad:
1、pons (Robinhood’s rocket launcher)
ca:0x39dbed3a2bd333467115de45665cc57f813c4571
Market cap:19M
2、cashcat (Cash Cat, the first real meme on the Robinhood chain)
ca:0x020bfc650a365f8bb26819deaabf3e21291018b4
Market cap:94M
3、FRONG (the frog on the uni launchpad)
ca:0x6245e67affa44a23077f0ea7f981a8dc743a0c47
Market cap:6.5M
4、pools (the first meme on the uni launchpad)
ca:0x385b36Ff682Ab4C76E7c37A66b96aABC466471d5
Market cap:1.3M
5、STONKBROKER (stock broker)
ca:0xe934e36a439c94017b64a3fece66af12099abf50
Market cap:49M
6、IF (a tweet on Robinhood)
ca:0x232cdfc415d10b673845d83dc02ba2eabe7e30d1
Market cap:15M
7、marscoin (Mars coin, listed on Alpha)
ca:0xfe189e97832da1573e4e4ff034f4ffc3a15c7777
Market cap:56M
8、币有 (a Binance slogan, which even Heyi/CZ has forwarded)
ca:0xe9337dde3dd9e97f1f45a56412767ce5098e7777
Market cap:12M
AOB (abbreviation of “All on Binance,” said by CZ)
ca:0xfc0f47393d8b9890ad73f8eb30e713e48e0e7777
Market cap:1.6M
9、TENDIES (“tendies” meme on the Robinhood chain, representing getting gains/yield)
ca:0x45242320dbb855eea8fd36804c6487e10e97fcf9
Market cap:16M
10、Liluni (a unicorn Easter egg meme on the Uniswap 404 page)
ca:0x4a6eec8a30b49d289b9fc865fd374b4d61eab8fb
Market cap:2M
11、Index (the only two projects the Robinhood founder focuses on: every transaction has a tax, which buys a basket of US stocks and distributes them to holders)
Old Black Arthur Hayes (co-founder of BitMEX) has recently been steadily collecting $ENA into his own wallet
Specific actions: · Withdrawn approximately 10.897 million $ENA from Binance, worth about $985,000 · Over the past 4 days, he also received multiple batches of $EN from Binance Flowdesk and Wintermute (two well-known market maker wallets) · Total accumulated about 22.6375 million $ENA , with a total value of about $2.0 million
In simple terms: over the past few days, a large holder has been moving $ENA from exchanges and market makers to his own address, and the activity has been fairly continuous rather than a one-off.
About 2 hours ago (the time the post was made), there were 5 addresses that almost simultaneously transferred all $CYS from their hands to 5 new addresses:
· In total, about 5.452 million units of $CYS were transferred · Based on the price at that time, the value was about $4.51 million · Of these, 4 transactions were around 1 million units each, and 1 transaction was 1.45 million units · Most of the gas fees came from Bitget, while the coins themselves were withdrawn from Gate
In simple terms: it looks like a group of people (very likely the same crew) suddenly swapped the coins into new wallets
Is it bearish or bullish—hard to say, and here’s why:
There are two common intentions behind coordinated address changes: · Preparing to sell and dump (organizing the coins into addresses that are convenient for selling) · Washing/organizing the positions and preparing to pump (but this also requires waiting to confirm subsequent actions)
So far, we’ve only seen “coordinated position transfers,” and no signs that they continue buying or locking up afterward. Therefore, it should be viewed more as a risk signal rather than as an immediate bullish reason to chase the price.
US July "mini nonfarm" ADP jobs added only 44,000, below market expectations
On August 5, the US recorded only 44,000 ADP private-sector jobs for July, far below the expected 70,000 and the prior figure.
Hiring growth slowed to a near-year low; growth was almost entirely supported by services such as healthcare, while manufacturing contracted. The labor market cooled more than expected, intensifying recession concerns.
Impact analysis:
Weak employment → rising expectations of an economic downturn → a surge in the probability of the Fed cutting rates in September → improved expectations for market liquidity → supportive of risk-asset pricing.
Weekly U.S. stock market macro outlook highlights (Aug 3–Aug 7)
Aug 3 (Monday) (1) The U.S. releases July ISM Manufacturing PMI and June construction spending (2) Palantir issues earnings after the close; focus on AI-driven growth, government/commercial contracts, and progress on the AIP platform; (3) ON Semiconductor and Snap issue earnings after the close
Aug 4 (Tuesday) (1) The U.S. releases June JOLTS job openings, trade balance, and factory orders (2) AMD issues earnings after the close; key validation of demand for AI chips (3) SpaceX issues earnings after the close for its first report since going public (4) McDonald’s, Caterpillar, and Pfizer issue earnings before the market opens
Aug 5 (Wednesday) (1) The U.S. releases the July ADP employment report and ISM Non-Manufacturing PMI (2) Eli Lilly and Novo Nordisk issue earnings before the market opens, revealing the latest market landscape for weight-loss drugs (3) SanDisk and Western Digital issue earnings after the close; focus on enterprise SSDs, HBM, and data center storage demand (4) Circle, Disney (before the market opens), Applovin, Figma, and IonQ (after the close) issue earnings
Aug 6 (Thursday) (1) The U.S. releases initial weekly jobless claims and Challenger layoff data (2) SpaceX unlocks about 9.115 billion shares on a large scale; potential market value nearing $100 billion, setting a record for a single-share unlock in U.S. equities—testing liquidity (3) Federal Reserve officials Mousalem and Bairkin deliver remarks (4) AAOI and MP (after the close) issue earnings
Aug 7 (Friday) (1) China releases July nonfarm payrolls data (expected to increase by 90,000; prior value 57,000) and the unemployment rate (expected 4.3%; prior 4.2%); if above 100,000, it could boost confidence in the labor market and increase expectations for a September rate hike (2) The U.S. releases data including the New York Fed’s 1-year inflation expectations (3) OKLO and VST (before the market opens) issue earnings