币圈vlog

逛了一圈社区，AIF 更像一个“AI 运营实验场”

今天在几个群和广场逛了一圈，发现 $Aif 的讨论挺有意思：
有人在研究它背后的 AI 宣发系统到底怎么跑，
有人在看链上回购和销毁的节奏，
也有人单纯当成一个「AI+Meme 的情绪标的」来短线博弈。

对我个人来说，比较吸引我的点是：
它把“项目后期没人做运营”这件事，当成一个核心要解决的问题，
试图用 AI 去填传统人力运营的坑。

至于结果如何，可能需要一整轮行情来验证：
是跑出一条新的「AI 运营模板」，
还是只是这一轮牛市里的一个花哨故事。
#Aif

Dubai Live: Binance Talks Indian Regulation

During an interview at the Binance Blockchain Week in Dubai, the head of Binance Asia Pacific mentioned: we hope that Indian regulation can treat cryptocurrency as "a new class of assets" rather than simply viewing it as speculative gambling. On one hand, it is necessary to control risks, while on the other hand, it is important to allow space for innovation and businesses.

For many Indian practitioners present, the biggest demand is actually quite simple – do not let the industry remain in a gray area for a long time. With clear rules, everyone can dare to make long-term plans.

#Binance区块链周

Pakistan is considering giving retail investors a "grace period"?

Today I saw a rather special news report: it stated that Pakistani users conduct over 250 billion USD in cryptocurrency transactions annually, with approximately 17.5 million people having accounts on Binance. Regulatory authorities are discussing providing a "limited amnesty period" for domestic cryptocurrency traders, allowing them to declare their holdings and pay taxes, gradually moving towards compliance.

In simple terms: shifting from an outright ban to "first bringing people into the sunlight, then slowly establishing rules." This approach may serve as a model for many developing countries in the future.

#全球加密政策

Binance Network Support Adjustment (CHESS/DF/GHST)

Today I was browsing Binance announcements and noticed an important piece of information for some on-chain players:
Starting from 2025-12-12 08:00 (UTC), Binance will stop supporting the deposit and withdrawal of the following tokens on the specified networks:

Tranchess (CHESS) on the Ethereum network

dForce (DF) on the BNB Smart Chain

Aavegotchi (GHST) on the Polygon network

In simple terms: if you try to send tokens to these "discontinued networks" in the future, there is a high possibility that your funds may not arrive or could be lost.

Therefore, for announcements like this, you must check in advance if you have any holdings,
Don't wait until the day you want to withdraw tokens to find out—the road has already been blocked.

#交易所公告提醒

If we treat this Dubai Binance Blockchain Week as an 'offline carnival', the general feeling on site is:

At the entrance, there are walls of logos from various projects and institutions, like browsing a real-life CoinMarketCap;

On the main stage inside, there are presentations from government officials, exchanges, public chain projects, and representatives from traditional finance, with topics ranging from regulation to AI;

In the corridors, people speaking different languages are discussing cooperation, ecosystems, and the next round of financing.

In the past, at such events, people preferred to discuss 'which chain has faster TPS' and 'where the next hotspot is',
This time, there is obviously much more discussion about 'compliance, institutions, and real assets'.
In simple terms:
The crypto space is increasingly resembling a serious international financial conference.

#迪拜币安区块链周

《Strolling Around the Market: A Coin Called BOB Doubled After Launching on the Korean Exchange》

Today, while checking the market, a small hot topic caught my eye: BOB, a hybrid layer-2 network built on Bitcoin, surged over 120% shortly after its launch on the Korean exchange Bithumb, showcasing a typical "new launch + local exchange sentiment" resonance.

Such stories are not uncommon in the crypto world: when a new coin/new chain launches on a major exchange, short-term funds often rush in to speculate. However, historical experience also shows that the pullback after such a spike often comes quickly. If you are just observing, it's fine to listen to the story; if you really want to participate, this kind of asset is more suitable for planning positions and setting take profit and stop loss in advance, rather than jumping in during the peak of excitement.

Institutional Treasury Cooling: November Digital Asset Treasury Inflows Hit Recent Low

According to a data commentary from Binance, in November 2025, corporate treasuries holding digital assets recorded the weakest net inflow level since this cycle, significantly lower than the pace of previous months, interpreted as some institutions choosing to wait and slow down allocation at high levels.

This does not mean institutions are "bearish on crypto"; it resembles a "fund digestion period" after a rapid rise:

New funds are slowing down

Old funds are more concerned about strategy and execution quality

For ordinary investors, this can be understood as: the market is shifting from "emotion-driven" to a stage of "more selective projects, focusing on fundamentals and compliance"; the cost-effectiveness of blindly following hot trends is declining.
#机构资金 # #资金流向

Today's hot topic on Binance Square #加密市场回调 actually reflects a normal correction after a rapid surge. Bitcoin's short-term decline has widened after reaching a new high, dragging Ethereum and mainstream altcoins down collectively, leading to a significant shrinkage in overall market capitalization within a short time. Leveraged funds have been concentrated for liquidation, and sentiment has shifted from 'only discussing the bull market' to 'first protect profits'.
This round of correction has roughly three reasons: first, the macro environment has turned cautious, global risk assets are generally under pressure, and funds are retreating from high-risk markets; second, the previous increase was too large, the technical aspect is obviously overbought, and some institutions have taken profits at high levels, actively creating a 'healthy reshuffle'; third, leverage in the contract market has accumulated over the long term, and once prices turn around, it will amplify the decline, triggering a chain liquidation, further exacerbating volatility.
For ordinary investors, the more important question is not 'why is the market falling,' but 'what should I do.' If you have a long-term optimistic view and reasonable positions, this type of 10%–30% volatility is mostly just a 'half-time break' in a bull market; but if you are fully invested, frequently chasing highs and cutting losses, each correction can become a disaster for your account.
A correction is not the end of a bull market, but rather a process of chip turnover. Whether you can hold onto your chips and optimize your position structure during fluctuations is more important than just staring at the K-line.
The above content is only personal opinion and does not constitute any investment advice.

【重磅利好】
在最新的国会听证会上，美联储主席鲍威尔明确表示，美联储不反对美国银行向加密货币公司和投资者提供服务，只要遵守既有的风险管理和消费者保护要求。同时，美联储已将“声誉风险”从银行监管手册中删除，减少了因“形象问题”而一刀切拒绝加密业务的空间。
这意味着：
合规银行可以更大胆地为交易所、托管机构、基金等提供账户、清算和托管服务；
加密行业长期被“去银行化”的压力有望缓解，传统金融与加密世界的连接进一步打通；
机构资金进入加密市场的合规通道正在被正式确认，中长期利好比特币等主流资产的采用与流动性。
监管层没有为加密亮“红灯”，反而是在划清规则后给出“可以做”的信号。你觉得，这是下一轮行情的关键催化剂之一吗？

日内先分清方向，是逢高做空还是逢低做多，再围绕关键压力支撑计划仓位。激进者可在第一压力轻仓试空，二三压力再看强弱分批加减；保守者就等第二或第三压力再进场，并严格带好止损。走势永远无法精确预测，技术和 K 线只是基于历史做概率规划，消息一来随时失效，所以别迷信，也别忽视，更别情绪化乱点单。每天复盘，是为了知道价格到哪些区域更易遇压或止跌，好在相对高胜率区间出手，而不是在震荡中间来回被收割。我的观点只作参考，真正负责本金的只有你自己。跟单前先看一个人的长期更新是否公开透明、进出场与止盈止损是否有逻辑有提醒。每一单都是试错，关键是控制仓位守好止损，在市场活得久，比一时赚得多更重要。

$ETH 以太，Sol 4小时级别底背离
随时都有可能超跌反弹
周四大非农➕英伟达财报
如何财报符合预期，币圈绝地逢生
能不能翻身就看这一次了

每天的行情很简单，多空很多机会，很多人把握不住说明思路还是不正确，没有交易体系