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朱老师区块链
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朱老师区块链

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价值投资社区,项目投研专家,返佣码:BC3000。2项国家级区块链重点研发项目核心成员,10年讲3000个项目。公众号:共识偏差(新)书中自有大饼屋,油管:朱老师区块链3000问,b站同名节目,推特:朱老师区块链
2025 Blockchain 100 — Independent Researcher
2025 Blockchain 100 — Independent Researcher
原创之星
原创之星
Frequent Trader
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Article
《The 'Rebate Secrets' Used by Everyone in the Circle, Are You Still Giving Money to the Platform?》Recently, more and more people have been asking me how to trade without paying fees, and even make money? The answer is actually: activate the Binance commission rebate feature, also known as the ‘Super Commission’ plan. What is Binance commission rebate? In simple terms: you register on Binance using my exclusive invitation code, and then for every transaction fee generated, the platform will return a portion to me, and I'm willing to share up to 20% of that with you! This is equivalent to using a “discount trading account”👇 Here's a simple example: You trade 100,000 yuan (equivalent to USDT) every month Transaction fee = 1,000 yuan

《The 'Rebate Secrets' Used by Everyone in the Circle, Are You Still Giving Money to the Platform?》

Recently, more and more people have been asking me how to trade without paying fees, and even make money?
The answer is actually: activate the Binance commission rebate feature, also known as the ‘Super Commission’ plan.
What is Binance commission rebate?
In simple terms: you register on Binance using my exclusive invitation code, and then for every transaction fee generated, the platform will return a portion to me, and I'm willing to share up to 20% of that with you!
This is equivalent to using a “discount trading account”👇
Here's a simple example:
You trade 100,000 yuan (equivalent to USDT) every month
Transaction fee = 1,000 yuan
PINNED
Article
The strongest project research report collection in the universe - Portal (All)Here is all the research report on blockchain projects you want to know, fundamental analysis! Not finished yet, there are still a lot of projects that have not moved into the square! Like and bookmark, we have already done research reports on over 800 projects, good projects are easy to identify from bad ones. Although many projects are added to the crypto space every day, quality projects are few and far between. I hope we are all value investors, finding projects that can withstand market fluctuations. You can follow me! Public Chain: [国产公链之光-CFX超强潜力分析](https://www.binance.com/zh-CN/square/post/956987) [波卡上的以太坊-GLMR目前进入到了价值洼地了吗?](https://www.binance.com/zh-CN/square/post/960591)

The strongest project research report collection in the universe - Portal (All)

Here is all the research report on blockchain projects you want to know, fundamental analysis! Not finished yet, there are still a lot of projects that have not moved into the square! Like and bookmark, we have already done research reports on over 800 projects, good projects are easy to identify from bad ones. Although many projects are added to the crypto space every day, quality projects are few and far between. I hope we are all value investors, finding projects that can withstand market fluctuations. You can follow me!
Public Chain:
国产公链之光-CFX超强潜力分析
波卡上的以太坊-GLMR目前进入到了价值洼地了吗?
Verified
In the evening when markets open, U.S. stocks rise, Bitcoin drops. Obviously BlackRock is still selling. Trump, please arrest BlackRock—requesting an investigation into BlackRock's CEO! $BTC
In the evening when markets open, U.S. stocks rise, Bitcoin drops. Obviously BlackRock is still selling. Trump, please arrest BlackRock—requesting an investigation into BlackRock's CEO! $BTC
Global AI Data Center Energy Revolution and Future 10-Year Investment Opportunities$FLNC.US
Global AI Data Center Energy Revolution and Future 10-Year Investment Opportunities$FLNC.US
Verified
Article
Global AI Data Center Energy Revolution and Investment Opportunities in the Next 10 YearsExecutive summary With the explosive growth of artificial intelligence (AI) and large-scale models, the demand for computing power in data centers has surged rapidly, and the corresponding electricity demand has risen just as quickly. Data from various countries shows that the load growth rate of AI data centers far exceeds overall electricity growth. One report predicts that global data center electricity consumption will double by 2030. In China, reports from the Ministry of Energy and industry indicate that data center electricity consumption was about 77 terawatt-hours (TWh) in 2022 and is expected to rise to 400TWh by 2030. Some studies even suggest that, following a pyramid-shaped growth trend, demand could reach 600TWh by 2030. Currently, electricity used by data centers in China accounts for less than 3% of the country’s total electricity consumption, but the growth rate is astonishing. For example, in the first five months of 2025, data center electricity consumption in Guizhou’s Gui’an New Area increased year over year by 452.7%. The U.S. market also expects that the rapid growth of data center load before 2030 will lead to a power supply gap. Power shortages have become a key bottleneck for AI computing development. Morgan Stanley projects that by 2028, U.S. data centers may face an electricity shortfall of up to 13–44GW (about 20%). Against this backdrop, stakeholders are pursuing diversified power supply and energy-saving/emissions-reduction solutions—from grid upgrades and on-site generation to renewable energy and energy storage technologies, and from advanced cooling to energy-consumption optimization. Each approach has its own cost, scalability, and deployment timeline, so comprehensive consideration is required.

Global AI Data Center Energy Revolution and Investment Opportunities in the Next 10 Years

Executive summary
With the explosive growth of artificial intelligence (AI) and large-scale models, the demand for computing power in data centers has surged rapidly, and the corresponding electricity demand has risen just as quickly. Data from various countries shows that the load growth rate of AI data centers far exceeds overall electricity growth. One report predicts that global data center electricity consumption will double by 2030. In China, reports from the Ministry of Energy and industry indicate that data center electricity consumption was about 77 terawatt-hours (TWh) in 2022 and is expected to rise to 400TWh by 2030. Some studies even suggest that, following a pyramid-shaped growth trend, demand could reach 600TWh by 2030. Currently, electricity used by data centers in China accounts for less than 3% of the country’s total electricity consumption, but the growth rate is astonishing. For example, in the first five months of 2025, data center electricity consumption in Guizhou’s Gui’an New Area increased year over year by 452.7%. The U.S. market also expects that the rapid growth of data center load before 2030 will lead to a power supply gap. Power shortages have become a key bottleneck for AI computing development. Morgan Stanley projects that by 2028, U.S. data centers may face an electricity shortfall of up to 13–44GW (about 20%). Against this backdrop, stakeholders are pursuing diversified power supply and energy-saving/emissions-reduction solutions—from grid upgrades and on-site generation to renewable energy and energy storage technologies, and from advanced cooling to energy-consumption optimization. Each approach has its own cost, scalability, and deployment timeline, so comprehensive consideration is required.
MSFTonAlpha
TSLAUS+7.91%
FLNCUS-1.71%
Speaking of two metrics: the AHR999 indicator has reached 0.29, almost at a historical low. And then the “shanzhai season index” actually shows 47? Obviously, the shanzhai season hasn’t come. Then this indicator only means that the price of the coin has dropped a lot—while the shanzhai has barely fallen! $BTC
Speaking of two metrics: the AHR999 indicator has reached 0.29, almost at a historical low. And then the “shanzhai season index” actually shows 47? Obviously, the shanzhai season hasn’t come. Then this indicator only means that the price of the coin has dropped a lot—while the shanzhai has barely fallen!
$BTC
Boss Yi also currently believes that 4-5w is high cost-effectiveness, and many people are still waiting for the 3w-4w dream. The current view is still that it’s triggered by human nature. I think either (1) it can’t reach that—raise it from the current level to 9w, make those who didn’t get on the train regret it so badly they want to tear their own thighs off; then once everyone’s on, kill it back down. Or (2) go straight to 2w—so that you can make everyone who’s buying into the 3-4w area bleed out all at once. I bought the previous round at the lowest, around 1.8w, but I ran out of ammunition. I really can’t catch at 1.5. Who can catch it that low? (The kind of all-in “go all at the bottom”!) $BTC
Boss Yi also currently believes that 4-5w is high cost-effectiveness, and many people are still waiting for the 3w-4w dream. The current view is still that it’s triggered by human nature. I think either (1) it can’t reach that—raise it from the current level to 9w, make those who didn’t get on the train regret it so badly they want to tear their own thighs off; then once everyone’s on, kill it back down. Or (2) go straight to 2w—so that you can make everyone who’s buying into the 3-4w area bleed out all at once. I bought the previous round at the lowest, around 1.8w, but I ran out of ammunition. I really can’t catch at 1.5. Who can catch it that low? (The kind of all-in “go all at the bottom”!)
$BTC
朱老师区块链
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From a human psychology perspective, last round everyone thought Bitcoin would hit 150k, but it never made it.
This round, folks are expecting it to reach 30-50k, yet it might not even get there; 60k is the bottom for this cycle! $BTC
Everyone loudly claims they’re bearish, talking about those “3w big pancakes,” a few hundred of Ethereum—but it turns out the body is being more honest: everyone is going long. No wonder the price can’t rise over the weekend for two days—the car is this heavy, so what would it even be able to pump up? Please, for the love of it, start shorting quickly! Otherwise, how would the big players pull the market?! It looks like there’s still some dip-buying sentiment right now. Then they’ll probably dump another wave so that everyone won’t dare to buy the dip. $ETH
Everyone loudly claims they’re bearish, talking about those “3w big pancakes,” a few hundred of Ethereum—but it turns out the body is being more honest: everyone is going long. No wonder the price can’t rise over the weekend for two days—the car is this heavy, so what would it even be able to pump up? Please, for the love of it, start shorting quickly! Otherwise, how would the big players pull the market?!
It looks like there’s still some dip-buying sentiment right now. Then they’ll probably dump another wave so that everyone won’t dare to buy the dip.
$ETH
SOLmemeANSEM has gone crazy, it rose 360 times in a day—what’s going on? Is SOLmeme going to lead SOL to fly again? $SOL
SOLmemeANSEM has gone crazy, it rose 360 times in a day—what’s going on? Is SOLmeme going to lead SOL to fly again?
$SOL
Calculate some data and you’ll be shocked: assuming the fee is 0.1%, if you trade once a day, and the overall result is neither loss nor gain, then after 1 year the principal becomes 70%. After 2 years, it’s cut in half—so frequent DB will definitely have no good outcome. $BTC
Calculate some data and you’ll be shocked: assuming the fee is 0.1%, if you trade once a day, and the overall result is neither loss nor gain, then after 1 year the principal becomes 70%. After 2 years, it’s cut in half—so frequent DB will definitely have no good outcome.
$BTC
A brother asked how to set up the screen composition. After chatting about it for half a day through text, I just long-pressed the screen, and the composition options appeared. Then tap the ➕ button below, and put in whatever you need. I usually add these few and that’s enough. Use what fits your own needs. As for this part, the bn app currently really does it at the top level—no complaints. $BNB
A brother asked how to set up the screen composition. After chatting about it for half a day through text, I just long-pressed the screen, and the composition options appeared. Then tap the ➕ button below, and put in whatever you need. I usually add these few and that’s enough. Use what fits your own needs.

As for this part, the bn app currently really does it at the top level—no complaints.
$BNB
If you don’t buy Ethereum at 1500, don’t go long, and you’re still shorting—what kind of crypto game are you playing? Unless an epic-level “black swan” happens, like Vitalik (V God) gets dumped by his girlfriend and deletes the core code repository in anger; or if the U.S. and Iran ultimately fail to reach an agreement, and the U.S. fires a “Fat Boy” atomic bomb at Iran; or if the minister Wosh is unhappy with Trump’s long-term squeezing, takes his own course, and forcibly hikes rates by 100 basis points!—then it might be possible to reach around 1000–1200. 1450 was the low point in April of 2025. The two lows in 2022 were 837 and 1050. There’s no way this round could end up having the 2022 people get hurt again! Even if it goes to 1200: 300 points downward, and at least 400 points upward—2500. How is that not a very favorable risk-reward ratio? $ETH
If you don’t buy Ethereum at 1500, don’t go long, and you’re still shorting—what kind of crypto game are you playing?
Unless an epic-level “black swan” happens, like Vitalik (V God) gets dumped by his girlfriend and deletes the core code repository in anger; or if the U.S. and Iran ultimately fail to reach an agreement, and the U.S. fires a “Fat Boy” atomic bomb at Iran; or if the minister Wosh is unhappy with Trump’s long-term squeezing, takes his own course, and forcibly hikes rates by 100 basis points!—then it might be possible to reach around 1000–1200.
1450 was the low point in April of 2025. The two lows in 2022 were 837 and 1050. There’s no way this round could end up having the 2022 people get hurt again!
Even if it goes to 1200: 300 points downward, and at least 400 points upward—2500. How is that not a very favorable risk-reward ratio?
$ETH
Yesterday, the ETF sold off 440 million, and the coin price didn’t behave like the day before yesterday’s huge crash—instead, it only rose a tiny bit. And there’s at least reason to believe that there are allied forces behind this. $BTC
Yesterday, the ETF sold off 440 million, and the coin price didn’t behave like the day before yesterday’s huge crash—instead, it only rose a tiny bit. And there’s at least reason to believe that there are allied forces behind this.
$BTC
Just saw that it’s actually listed on US stocks—every US stock is included. No need to switch to traditional Chinese anymore. I looked it up—wen, that meme consumer stock that was popular on X the other day, is also included. Looks like I’ll need to put more effort into US stocks going forward. $SPCXB
Just saw that it’s actually listed on US stocks—every US stock is included. No need to switch to traditional Chinese anymore. I looked it up—wen, that meme consumer stock that was popular on X the other day, is also included.
Looks like I’ll need to put more effort into US stocks going forward.
$SPCXB
SPCXB+3.95%
WENUS+3.90%
The large pancake ETF dumped 700 million yesterday, then quickly got bought back up, which shows that the buying-side consensus here is still quite strong. The 460 million dump on the 25th was the same—once again, it was quickly bought back up. At present, there are reasons to believe there are “signs” of a solid base here! In the consolidation range over the course of 2024, it was just between 5.4 and 6.9! $BTC {spot}(BTCUSDT)
The large pancake ETF dumped 700 million yesterday, then quickly got bought back up, which shows that the buying-side consensus here is still quite strong. The 460 million dump on the 25th was the same—once again, it was quickly bought back up. At present, there are reasons to believe there are “signs” of a solid base here!
In the consolidation range over the course of 2024, it was just between 5.4 and 6.9!
$BTC
How long can MicroStrategy's strategy keep going after the STRC crash? $BTC
How long can MicroStrategy's strategy keep going after the STRC crash? $BTC
Partly True
Article
How long can MicroStrategy’s model last after the plunge of STRC?Recently, MicroStrategy’s STRC de-pegged—from a stable $100 and has now fallen to $75. Many people think MicroStrategy is entering a death spiral. Image In the May 6 article (if a giant whale is targeting MicroStrategy, this would be a “sure-thing” hunt), we actually said that STRC is just a perpetual preferred stock. MicroStrategy has not promised that it will be $100 exactly, or that if it is below $100 it must compensate for it. The way it maintains its stable share price is by paying dividends: when the price drops, it increases the dividend. If 11.5% is too low for you, then 12%; if 12% won’t do, then 15%—as long as the price is right, someone will buy.

How long can MicroStrategy’s model last after the plunge of STRC?

Recently, MicroStrategy’s STRC de-pegged—from a stable $100 and has now fallen to $75. Many people think MicroStrategy is entering a death spiral.
Image
In the May 6 article (if a giant whale is targeting MicroStrategy, this would be a “sure-thing” hunt), we actually said that STRC is just a perpetual preferred stock. MicroStrategy has not promised that it will be $100 exactly, or that if it is below $100 it must compensate for it.
The way it maintains its stable share price is by paying dividends: when the price drops, it increases the dividend. If 11.5% is too low for you, then 12%; if 12% won’t do, then 15%—as long as the price is right, someone will buy.
Tell a spooky story: in the morning, when ETH fell to 1516, USDT’s market cap surpassed Ethereum. Ethereum, have some humanity! $ETH {spot}(ETHUSDT)
Tell a spooky story: in the morning, when ETH fell to 1516, USDT’s market cap surpassed Ethereum. Ethereum, have some humanity!
$ETH
Can Han stocks avoid collapsing? A surge in underage account openings, while elderly people use their pensions to trade stocks. When a market gets this crazy, it’s just not very normal! $KORU
Can Han stocks avoid collapsing? A surge in underage account openings, while elderly people use their pensions to trade stocks. When a market gets this crazy, it’s just not very normal!
$KORU
KORUETF-3.68%
EWYETF-1.15%
Verified
US stocks pull back; only when you hold mu, sndk, it rockets higher, and mag7 gets siphoned off by storage money. The companies that dig shovels need to make profits. Looks like Bitcoin will probably hit new lows—tough situation. $BTC
US stocks pull back; only when you hold mu, sndk, it rockets higher, and mag7 gets siphoned off by storage money. The companies that dig shovels need to make profits. Looks like Bitcoin will probably hit new lows—tough situation. $BTC
朱老师区块链
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Right now, the hype is massive. Don’t be fooled by the solid semiconductor earnings reports; many AI data centers are up and running, but there’s a catch—there's no power. The energy supply can't keep up, and building out the grid takes over 4 years. It’s kind of like the housing market in East University a few years back—lots of construction, but no one moving in.
AI companies are going all out in this 'arms race' to sell the picks and shovels, but if they can’t turn a profit, how can the shovel sellers keep making money? That's definitely food for thought!
$FLNC
MUonAlpha
MUUS-1.10%
SNDKUS-4.04%
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