万联welinkBTC

Today's eight kilometers were brought to a stop by the rain

Otherwise, I would've broken 500 kilometers this year

This rain says it’ll start—then it stops

Unfortunately, the track field is wet

So we can't have fun playing around

Uh uh uh uh uh uh uh uh

#比特币突破79000美元

$BNB
$BTC

$BTC Bitcoin SOPR has remained above 1 for 3 consecutive weeks since August 19; the current reading is about 1.002.

The current on-chain structure is close to the early stage of a bull market recovery.

However, the Bitcoin price still faces downside risk,

and the SOPR needs to stay above 1 for a longer period and for the price to form higher highs and higher lows,

to provide sufficient evidence that the bear market is over.

#链上指标分析

I complained

The taken-down posts have all been automatically re-listed

The plaza really sometimes glitches

A content platform

If people can’t freely create

then sooner or later it won’t last long

Hope the plaza can become better

Reach Twitter’s level

Keep
#灰度ZcashETF资产突破5亿美元
$BTC $BNB

ASTS（ $ASTSB ）·
AST Space Mobility · AST SpaceMobile
Stock Research — Portfolio Analysis Report

Rating ▲ Buy
Target price $79.61

1/ Core Summary

Interest rates and volatility are in a neutral range,
with the VIX near 16,
while the 10-year U.S. Treasury yield is 4.8%,
providing a stable backdrop for a selective high-beta exposure.

AST SpaceMobile (ASTS) is rated a cautious BUY,
with a 12-month target price of $79.61,
which implies roughly 20% upside potential,
but the stock is still a very high-risk, unprofitable satellite-related investment.

We recommend establishing a small pilot position at current levels, and placing a wider stop-loss near the lower band of the Bollinger Bands to accommodate the stock’s higher volatility. Key catalysts include FCC milestones and BlueBird launch execution, while the main risks center on cash burn and fluctuations in short interest.

2/ Macro and Market Environment

U.S. interest rates and volatility are in a neutral range. While remaining alert to any increase in inflation or rates, they provide a stable macro backdrop for risk assets.

VIX 16.04 Neutral (15–20)
Federal funds rate 3.77% Neutral
10-year U.S. Treasury 4.81% Neutral
CPI (YoY) —
Unemployment rate —

Rating: ▲ BUY
Target price: $79.61
Implied return: +20.4%
Horizon: 12 months
Risk: Very High ★★★★

ASTS has a negative forward P/E, reflecting expected near-term losses, but 26% revenue growth and a gross margin near 39% show early operating momentum. The valuation is speculative and depends on successful deployment of the satellite constellation, with almost no margin of safety versus already-profitable telecom peers.

3/ Fundamental Overview

Current price $66.12
52-week range $36.94 – $133.86
Market cap 25.7B
Trailing twelve-month P/E —
Forward P/E -51.3x
PEG ratio —
Analyst consensus target price $79.61 (+20.4%)
Revenue growth (YoY) +26.3%
Gross margin 38.9%
Beta 2.73

For more detailed information, please see the bStockAlpha research report
https://www.welinkbtc-onchainmain.xyz/bstock-alpha/report/HXxpPQJsMDZkrCmpwD3awtsg60boKXJC

#Adobe宣布换帅股价盘前跌3%

How many crazy moves are they pulling at the Plaza TM?
In one go, they batch-deleted 17 of my posts again.
Everything related to FOMO was taken down.
Even last year’s posts got handled too.
Robinhood has already pushed Binance to the point where they’re on edge and can’t relax.
But remember:
The more they stop you from doing it, the more of an opportunity it is.
That’s just how the Binance Plaza’s outlook is.
#中国8月CPI同比涨0.8%
$BNB
@币安广场 @CZ @Yi He

坚持原创
一起把广场做得更好 🙌
$BNB
#美加关税战升级

#链上指标分析
BTC ENTITY-ADJUSTED LTH REALIZED P/L RATIO
BTC：Entity-adjusted Long-Term Holder (LTH) Realized Profit/Loss Ratio

Latest indicator data:
Long-term realized cost-basis holder P/L status: underwater zone
The current 7-day smoothed ratio is 0.453, below 1.0,
with realized losses from long-term holders dominating.
This underwater phase has lasted 70 days.
7-day average: 0.453; 30-day average: 0.379.

7-day change: +0.126 · Rebound
Underwater start date: 2026-05-14
Underwater duration: 70 days
On-chain date: 2026-07-22
(Underwater: LTH P/L Ratio < 1.0)

Re-observe the 1.0 pivot of the LTH realized P/L ratio—underwater phases align with deeper turnover and macro clearing windows.

This ratio compares realized profit to realized loss for coins held for over about 155 days.
A value above 1.0 indicates profit realization dominates;
a value below 1.0 indicates long-term holders are also selling at a loss.
Re-crossing 1.0 is an important signal to watch for a macro sentiment shift.

More curated on-chain cycle indicators
Go to
https://welinkbtc-onchainmain.xyz/

Access Code:
WELINKPRO
(Get a 1-month free early access to MAX)

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

[ZEC Maximum Bullish Profit]
Currently, the unrealized profit on the positions exceeds $6,545,723.06

🐉 Super whale
💰 Big money
1-day active
Powell child address:
0x382bf59b250a3167a8b86862c2c56cd870353e39

10x $ZEC goes long
Position value $11,600,384.40
Position size 9814.2 ZEC
Unrealized P&L $6,545,723.06
Return rate 1294.99%

#美加关税战升级

$TAO

Bittensor TAO listed on Raydium DEX

Bittensor TAO listed on Raydium, driving the price up 13.4% to $277, with a market cap of $3.0 billion. Solana DeFi users gain access.

#TAO是人工智能的比特币🚀

$SOL Huge pump is here

Solana has been recognized by US regulators as a core asset of a commodity trust

On September 5, Solana was recognized as a core asset of a commodity trust, supporting $1.35B of ETF inflows and strong RWA growth.

#Zcash周涨45%创2016年来新高
#日元突破155逼近年内新高

Institutional holdings $HYPE Hyperliquid ETF worth $74.88 million

As of the second quarter,
30 institutions held $74.88 million (1.15 million HYPE) in Hyperliquid ETFs managed by 21Shares, Bitwise, and Grayscale.

#比特币ETF年内仍缺10亿美元

I can only manage some pork knuckle rice

And, as a side note, I’ll interact with the drop-off too

In half a day’s time

#日元突破155逼近年内新高

$BNB

Be your authentic self is a rare quality.
#美加关税战升级
$BTC

The product is continuously evolving
Keep building
Don’t stop
#Zcash周涨45%创2016年来新高
$ZEC

Wow, Brother Ma has so many tags!
But right now, the most prominent tag is:
HYPE—maximum long liquidation loss

🐉 Super whale,
💀 Huge loss,
🌋 Volcano 1-day active,
"MachiBigBrother" on Hyperliquid,
BLUR Airdrop Recipient,

What makes Brother get more and more determined even after setbacks
Observation address
0x020ca66c30bec2c4fe3861a94e4db4a498a35872

$HYPE

#链上指标分析
BTC: SHORT-TERM HOLDER REALIZED PRICE & 200DMA
$BTC ：“short-term holder cost line” and “200-day moving average” golden cross

Macro structure status: The macro golden cross has been confirmed
The publicly available daily sequence shows that:
The STH cost line is $70,860,
The 200DMA is $69,755,
with a relative difference of +1.58%.
The most recent macro golden cross occurred on 2026-08-25,
and as of 2026-09-06 it has stayed continuously above the moving average for 13 consecutive daily observations;
the average top-window for the last 3 complete historical samples is about 30.3 months.

When the STH cost line crosses upward through the 200DMA, it indicates that short-term market cost repair has taken place and the market has started to outperform the long-term trend again

The red line is the on-chain average cost of the cohort with insufficient coin holdings for 155 days;
the black line is the BTC daily price’s 200-day simple moving average.
When the red line crosses above the black line from below and remains continuously closed above it,
it usually means that the bear-market base-building structure is switching into a macro expansion phase.

$AAOIB Application of Optoelectronics
AGENT STUDIO · AI RESEARCH READING
Stock Research — Investment Portfolio Analysis Report

Rating ▲ Buy
Target Price $150

1/ Key Summary

A VIX of 14.53 indicates complacency in the market,
while the 10-year U.S. Treasury yield is 4.78%,
continuing to put pressure on the valuations of speculative growth stocks.
Applied Optoelectronics (AAOI) has been rated as a high-conviction buy,
based on a PEG of 0.78,
86% revenue growth, and a daily RSI of 22 in deep oversold conditions;
however, its beta of 3.78 and a 13% daily VaR mean position sizing should remain at the lowest level.

The primary action is to open a 25-share exploratory long position near $105.53,
and set a hard stop-loss below the 200-day moving average convergence area.

2/ Macros and Market Environment

Treasury yields near 4.8%
and a complacency VIX below 15
create a fragile backdrop for high-beta growth stocks;
any rise driven by rate volatility or renewed inflation repricing
will impose a disproportionate penalty on optoelectronics stock valuation multiples.

VIX 14.53 complacent (<15)
Federal funds rate 3.76% neutral
10-year U.S. Treasury 4.78% elevated / restrictive for growth stock valuations
CPI (YoY) —
Unemployment rate —

Rating ▲ Buy
Target price: $150.00
Implied return: +42.1%
Horizon: 12 months
Risk: Extremely high ★★★★

Applied Optoelectronics offers an attractive AI optics growth opportunity with a not-too-demanding PEG of 0.78,
but extreme volatility (beta 3.78, ATR 10.8%) and recent bearish momentum
suggest entering in stages.

We give it a buy rating for a 12-month horizon,
based on mean reversion and continued data center demand,
while emphasizing that due to its extremely high-risk characteristics,
position size must remain small.

3/ Fundamentals Overview

Current price $105.53
52-week range $18.50 – $233.67
Market cap 8.96B
Trailing twelve-month P/E —
Forward P/E 22.9x
PEG ratio 0.8x
Consensus analyst target price $163.40 (+54.8%)
Revenue growth (YoY) +86.4%
Gross margin 28.9%
Beta 3.78

More detailed information
https://www.welinkbtc-onchainmain.xyz/bstock-alpha/report/9h4lOkOngwpFMEwQ6YzUfP3gwdXeV9kH

#Adobe宣布换帅股价盘前跌3%

I feel like I previously fell into an AI programming dead end.

Over the past while, I used Codex to build a lot of things:
Meme trading tools, contract strategies, arbitrage monitoring, and all kinds of automation scripts... It looks like I’m producing a lot, and the code keeps growing, but when I look back, the things that can reliably generate value aren’t really there—I’ve only managed to get back my AI subscription fee.

After reorganizing things again these past few days, I realized there are already many mature open-source projects on GitHub. Trading frameworks, on-chain data, wallet analysis, arbitrage monitoring, backtesting, execution engines, all kinds of SDKs and APIs... A lot of these have been iterated on by others for years, even validated in real environments. There’s no reason for you to have the AI “recreate the wheel.”

Before, building a system was expensive, so people would seriously consider whether “it’s worth developing.” Now AI lowers the cost of writing code too much, and it’s easy to develop a delusion: anything you can think of suddenly feels worth building.

Code cost may be lower, but time cost, validation cost, maintenance cost, and trial-and-error cost haven’t disappeared. In fact, the faster AI writes code, the easier it is for a wrong direction to rapidly balloon into tens of thousands of lines of code.

The enthusiasm for “vibe coding” fades, and reality is a mess all over the place
#中国八大金融机构注资3600亿元
$BTC $BNB