万联welinkBTC

Today's 7 kilometers

It rained these past two days, so I rested for two days

Unexpectedly, I actually couldn’t run anymore

Uh uh uh
😅😅😅

I still need to keep training diligently

Hahaha

#BinanceAlpha将上线CNPY并开放空投
#ZEC市值超越DOGE
$ZEC

Believe that the fourth wave belonging to $ENA is on its way

The next cycle

The stablecoin flywheel starts to turn

Hard to imagine

#ZEC续刷历史新高 $ZEC

Get some pork leg rice in the square every day

Tomorrow's breakfast is taken care of too

Thanks for the support from the brothers

Recently, I've been working hard on product development

Waiting for the new product launch

#ZEC市值超越DOGE
$BTC

$ZEC

#链上指标分析
BTC: STD-ADJUSTED MVRV BANDS · 4Y ROLLING WINDOWS
BTC: Standardized Adjusted MVRV Bands (4Y Rolling Window)

Latest indicator data:
Standardized valuation status: Within the normal range
Current MVRV is 1.501,
Z score -0.44,
between -1σ 1.226 and +1σ 2.211,
valuation is within the normal range.

BTC reference price $79,771
7D / 30D average 1.484 / 1.366
From -1σ support +0.275 · -0.44σ
On-chain date 2026-09-05

Four-year rolling standardization allows BTC cycles of different maturity to be compared on the same scale

This model calculates the mean and population standard deviation for MVRV using the most recent 1,460 daily observations.
The Z score indicates how many standard deviations the current MVRV is away from its four-year average,
thereby reducing cross-cycle bias caused by the structural decline of previous bull market peaks as market cap expands.

More selected on-chain cycle indicators
Portal
https://welinkbtc-onchainmain.xyz/

AccessCode experience code:
WELINKPRO
(Get 1 month of free MAX early access experience)

Let you understand cycles like a professional analyst
$BTC $BNB

"On-chain HYPE's largest long": 0x082e843a431aef031264dc232693dd710aedca88
Currently profit exceeds $66,046,681.49

HYPE largest long profit, HYPE largest long position, 💰 huge gains, passive holding position, 30-day active 🐉 super whale

Currently holding a 5x long position of $HYPE ,
Position value $119,420,611.54
Position size 1380042.65 HYPE
Entry price $38.68, liquidation price $67.73

#BTC触及80000美元

ZEC largest short position,
ZEC largest short loss,
BTC largest long position,
🐉 super whale,
💀 huge loss
7-day active,
Garrett Bullish (the "1011 whale" who previously got liquidated for $230 million)

Currently holds 32,759.57 ZEC, worth about $38.18 million, in a 2x short position, with an entry price of $444 and a liquidation price of $2,566.

In addition, he also holds a long position of 1,331.88 BTC, with an unrealized profit of about $3.6 million.

$ZEC has risen to the 10th-largest token by market cap in the crypto market,

The largest ZEC short position on Hyperliquid is currently facing an unrealized loss of about $23.57 million.

#ZEC续刷历史新高

Binance Alpha will list Canopy Network (CNPY) on September 7.

Eligible users can go to the Binance Alpha event page after trading opens and use Binance Alpha Points to claim the CNPY airdrop.

Canopy Network is a blockchain infrastructure project for developers that focuses on lowering the barrier to creating and deploying application chains through AI and shared security mechanisms. The project supports building blockchain applications with languages such as TypeScript, C#, and Python, and is committed to providing new chains with security, liquidity, and community distribution capabilities.

Canopy Network previously completed an $8.5 million seed round, with investors including Arrington Capital, Fenbushi Capital, Borderless Capital, and SNZ Holding

#俄乌同时宣布停火3天 $BTC

Binance takes you to see hot coins: ZEC heat is rising, up 0.48% in 24H

The popularity ranking shows that ZEC's hot attention decreased by 400,000 compared with yesterday, ranking first.

The popularity ranking is as follows:
① $ZEC ($1010.71, +0.48%)
② $DASH ($66.56, 25.85%)
③ $PONS ($0.8527, 24.59%)
④ $AKE ($0.01891, 38.64%)
⑤ $UNI ($6.31, -1.10%)

ZEC's main force selling pressure is weak, with a 24-hour net outflow of $51.7436 million and 24-hour trading volume of $5.61 billion, of which the main force net outflow was $28.3853 million.

#ZEC续刷历史新高

$ETH
Abraxas Capital bought 16,554 ETH for $39.8 million

Abraxas Capital bought 16,554 ETH ($39.8 million), while simultaneously holding a $291.4 million short position on Ethereum.

Buying on one hand, shorting on the other

Institutions really know how to play it

#比特币以太坊触及数月高点

$BNB has risen against the trend

In the previous cycle, I accumulated BNB around 200

In this cycle, I accumulated BNB around 600

In the next bull market peak

BNB will definitely reach 3000u

No problem, we can’t be beaten down by $HYPE

I’m optimistic about you, @CZ

#比特币ETF创1月以来最大单日流入

#链上指标分析
$BTC BITCOIN: VALUE DAYS DESTROYED MULTIPLE
Bitcoin: Value Days Destroyed Multiple
The orange zone has appeared

Very low VDD indicates that old coins are barely moving, and the market is entering a phase of coin accumulation dominated by long-term holders.

VDD Multiple divides the daily value days destroyed by its 365-day average. More aged and higher-value coin movements generate greater value days destroyed, so this metric is used to observe whether long-term holders are accumulating while dormant, or spending and distributing in concentration.

-Current Data
Long-term holder activity: low VDD zone · deep accumulation
Current VDD: 0.6584, below the 0.75 accumulation threshold;
7-day average 0.75, 30-day average 0.75.
Old coin spending intensity is relatively low, and long-term holders are showing dormancy and coin accumulation characteristics.
BTC reference price: $79,563
7-day change: -0.1793 · pullback
Historical peak: 4.46 · 2013-04-16
On-chain date: 2026-09-03

$ARMB Arm Holdings
AGENT STUDIO · AI RESEARCH READING
Stock Research — Portfolio Analysis Report

Rating ◆ Hold
Target Price $286.44

1/ Executive Summary

The macro backdrop shows VIX at a complacent level of 14.1,
Federal funds rate near a neutral level of 3.74%,
and the 10-year U.S. Treasury yield at 4.76%.
ARM is assigned a Hold rating,
with strong AI-driven royalty growth and an oversold technical setup,
offset by an extreme 237x trailing P/E, a beta of 3.89, and a 39% three-month drawdown.

The primary portfolio action is to avoid opening new positions until valuation compresses toward the 200-day moving average near $201, or forward earnings visibility improves.

2/ Macro and Market Environment

Rating: ◆ Hold
Target Price: $286.44
Implied Return: +18.1%
Time Horizon: 12 months
Risk: Extremely High ★★★★
ARM is a structural AI beneficiary,
with a gross margin of 97.5%,
revenue growth of 22.4%,
but its 237x trailing P/E and 3.89 beta require near-perfect execution, while related risks have not been fully removed.

We assign a Hold rating because, after the recent selloff, the risk/reward is at best balanced, while the consensus target price of $286 offers only modest upside for such high volatility.

3/ Fundamental Overview

Current Price $242.59
52-Week Range $100.02 – $452.70
Market Cap 259B
Trailing P/E 237.8x
Forward P/E 79.3x
PEG Ratio 1.9x
Analyst Consensus Target Price $286.44 (+18.1%)
Revenue Growth (YoY) +22.4%
Gross Margin 97.5%
Beta 3.89

More details
https://www.welinkbtc-onchainmain.xyz/bstock-alpha/report/dh2LgA62mDljxth5cXfkdJfnwz__qKYq

#Adobe宣布换帅股价盘前跌3%

$ZEC Zcash broke through 1000u

It’s even more fomo than meme

#比特币以太坊触及数月高点

bStockAlpha platform

US stock overview page is now live

#英伟达129亿美元收购HuggingFace

$NVDAB $AAPLB

#链上指标分析
Bitcoin: Active profit/loss supply ratio (excluding >7Y)
It has already broken through 1.0 and is in the rising phase
The next cycle has already begun

Compare active profit and loss supply volumes, exclude coins that have been dormant for more than 7 years, and identify the capitulation window using a 7-day moving average.

Active supply profit/loss status: Repair zone
The current 7-day moving average ratio is 1.35,
about 57.5% of active supply is in profit and 42.5% is in loss.
The 7-day average is 1.43, the 30-day average is 0.94;
the ratio remains above the 1.0 threshold by 0.35.

7-day trend: Downward · Increasing pressure
Distance from 1.0: +0.35
Days below 1.0: 0 days
On-chain date 2026-09-02

$BTC

$BMNRB Bitmine Immersion Technologies

Bitmine Immersion Technologies, Inc. AI Investment Research Report

1/ Summary

Subject BMNR
Company Bitmine Immersion Technologies, Inc.
Rating Hold
Target price $31.87
Reference price $25.725
Risk level Very High

2/ Key Takeaways

The macro backdrop suggests moderate volatility. VIX is 14.93. In a neutral interest-rate environment, the 10-year yield at 4.76% and the federal funds rate at 3.75% serve as anchors.

BMNR, i.e., Bitmine Immersion Technologies, has surged significantly due to its proactive accumulation of Ethereum reserves. However, extremely overbought readings and an implied volatility of 168% make the risk/reward profile for incremental capital at current levels unattractive.

Our primary action is Hold, and we will wait for a technical pullback before establishing or adding exposure.

3/ Macro and Market Environment

Vix: 14.93
Vix signal: Complacent (<15)
Federal funds rate: 3.75%
Federal funds rate signal: Neutral
10-year Treasury: 4.76%
10-year Treasury signal: Neutral
YoY CPI: —
Unemployment rate: —
Macro stance: VIX below 15 indicates market complacency. Meanwhile, the 10-year Treasury yield of 4.76% and the federal funds rate of 3.75% reflect a neutral interest-rate environment, implying limited macro headwinds.

More detailed information
https://www.welinkbtc-onchainmain.xyz/bstock-alpha/report/4AzTqkID-GxPatYWoBC8_cwnCoMLlWYz
#雪花公司财报超预期股价涨24%

Jupiter Integrates MoonPay PayBox—Trading Entry Now Moved into the AI Chat Window

Jupiter has completed its integration with MoonPay’s generative AI payment platform, PayBox.
Users can execute limit orders and DCA strategies through natural-language conversations directly in ChatGPT, Claude, and Grok, and can also call on Jupiter’s native routing and Earn products.

The weight of this message isn’t in the functionality—it’s in the channel.

Limit orders and DCA are capabilities Jupiter has had for a long time. What’s new is the customer-acquisition path: intercept trading demand inside the AI assistant users rely on every day, bypassing the hurdles of downloading a wallet, switching front-ends, and manually signing everything.

For aggregators, the order flow is the moat.

One more timeline update:
PayBox launched in July this year, initially supporting payments, swaps, cross-chain, and Aave yield. In August, it connected to the Solana lending protocol Kamino. Now Jupiter has added what may be the most critical piece: aggregated trade routing. The picture of what AI agents can do on Solana is starting to take shape.

The market has already shown a reaction.

$JUP is currently quoted at $0.2340. Up 10.5% over the past 24 hours, up 3.1% over 7 days, and up 24.1% over 30 days. The circulating market cap is about $780 million, with an FDV of about $1.61 billion. About 19.84 million tokens changed hands in the last 24 hours.

But you still need to stay calm and look at three risks.
First, services like this are still restricted in regions such as the United States, the UK, the EU, and Australia, so the actual addressable user base is questionable.
Second, AI agents place orders on your behalf, which involves authorization scope, slippage control, and the risk of misoperations—responsibility boundaries are not yet clear.
Third, the circulating market cap is only about 48% of the FDV, so supply-dilution pressure remains. Also, the link between aggregated transaction volume and the token-fee capture isn’t strong.

The direction is right—the scale still needs validation.

#英伟达129亿美元收购HuggingFace

DownDetector reports that OpenAI (Codex), Claude, and Grok all experienced outages at the same time

Anyway, I can’t use Grok and Codex anymore

#美国初请失业金人数升至20.6万
$BTC