Engr Aliyu 1
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Engr Aliyu 1
Co-founder & COO @TrustChain0, Web3 Educator, Coach & SMM @BitkovaHub, Amb @Maiga_AI, CM @uglyducklabz, PM, KOL @africredapp, Space Host, Growth Strategist
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XRP Is Leading. But Is It Sustainable?
XRP is stealing the spotlight this week, outperforming both Bitcoin and Ethereum.
XRP is up roughly 30% this week, compared with around 25% for ETH and 20% for BTC. On August 20 alone, XRP gained 20.4%, while ETH rose 17.8% and BTC 10.3%.
But what is really driving the move?
Several forces are aligning: approximately $517M in BTC ETF inflows, nearly $2.7B in crypto short liquidations, improving U.S. crypto policy expectations following the White House summit, and changing Treasury market conditions supporting broader risk appetite.
The short liquidations are particularly important. When billions in bearish positions are forced to close, they create additional buying pressure and can accelerate an already bullish market.
That makes XRP's rally impressive, but it also creates a critical question: Is this genuine accumulation or a short squeeze?
My focus is on what happens next. BTC needs to sustain momentum toward $80K, ETH needs to establish strength around $2,500, while XRP faces the $1.50 level. Reaching these targets matters, but holding the breakout would be far more important.
XRP currently represents the market's higher-beta appetite. If BTC remains strong, ETH continues expanding and XRP maintains its relative strength, this could signal a broader risk-on phase.
But if leverage fades and XRP quickly gives back its gains, the move may prove more speculative than structural.
With Fear & Greed around 68, optimism is clearly returning. That is bullish, but it also means volatility can increase rapidly.
My view: XRP is the token I am watching closest into the weekend. Its ability to maintain leadership after the initial squeeze will tell us whether this is the beginning of a stronger rotation into altcoins or simply a temporary momentum event.
Which are you watching most closely: BTC, ETH or XRP?
$XRP $BTC $ETH
#XRP #BTC Price Analysis# #Macro Insights#
XRP is stealing the spotlight this week, outperforming both Bitcoin and Ethereum.
XRP is up roughly 30% this week, compared with around 25% for ETH and 20% for BTC. On August 20 alone, XRP gained 20.4%, while ETH rose 17.8% and BTC 10.3%.
But what is really driving the move?
Several forces are aligning: approximately $517M in BTC ETF inflows, nearly $2.7B in crypto short liquidations, improving U.S. crypto policy expectations following the White House summit, and changing Treasury market conditions supporting broader risk appetite.
The short liquidations are particularly important. When billions in bearish positions are forced to close, they create additional buying pressure and can accelerate an already bullish market.
That makes XRP's rally impressive, but it also creates a critical question: Is this genuine accumulation or a short squeeze?
My focus is on what happens next. BTC needs to sustain momentum toward $80K, ETH needs to establish strength around $2,500, while XRP faces the $1.50 level. Reaching these targets matters, but holding the breakout would be far more important.
XRP currently represents the market's higher-beta appetite. If BTC remains strong, ETH continues expanding and XRP maintains its relative strength, this could signal a broader risk-on phase.
But if leverage fades and XRP quickly gives back its gains, the move may prove more speculative than structural.
With Fear & Greed around 68, optimism is clearly returning. That is bullish, but it also means volatility can increase rapidly.
My view: XRP is the token I am watching closest into the weekend. Its ability to maintain leadership after the initial squeeze will tell us whether this is the beginning of a stronger rotation into altcoins or simply a temporary momentum event.
Which are you watching most closely: BTC, ETH or XRP?
$XRP $BTC $ETH
#XRP #BTC Price Analysis# #Macro Insights#
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Toncoin & Token Bridge Shutdown: September 1, 2026
Stonfiers, important update for anyone who has used the Toncoin and Token Bridge.
The bridge at bridge-v3.ton.org will permanently shut down on September 1, 2026. After that date, no further transfers will be possible.
If you hold Wrapped Toncoin in an Ethereum or BNB Smart Chain wallet, bridge it back to TON before the shutdown. If you hold jUSDT, jUSDC, jWBTC or other j-tokens in your TON wallet, bridge them back to Ethereum.
All percentage-based transfer fees have been waived for the remaining withdrawal period, giving users an opportunity to move their bridged assets before the deadline.
The bridge oracles began withdrawing their stakes from the bridge contracts in June 2026 and will continue processing transfers until the final shutdown.
Check your wallets and take action before September 1.
Bridge your assets back through bridge-v3.ton.org.
$BTC $ETH $BTC
#BTC Price Analysis# #Macro Insights#
Stonfiers, important update for anyone who has used the Toncoin and Token Bridge.
The bridge at bridge-v3.ton.org will permanently shut down on September 1, 2026. After that date, no further transfers will be possible.
If you hold Wrapped Toncoin in an Ethereum or BNB Smart Chain wallet, bridge it back to TON before the shutdown. If you hold jUSDT, jUSDC, jWBTC or other j-tokens in your TON wallet, bridge them back to Ethereum.
All percentage-based transfer fees have been waived for the remaining withdrawal period, giving users an opportunity to move their bridged assets before the deadline.
The bridge oracles began withdrawing their stakes from the bridge contracts in June 2026 and will continue processing transfers until the final shutdown.
Check your wallets and take action before September 1.
Bridge your assets back through bridge-v3.ton.org.
$BTC $ETH $BTC
#BTC Price Analysis# #Macro Insights#
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𝗚𝗿𝗮𝗺 𝗪𝗮𝗹𝗹𝗲𝘁 𝗜𝘀 𝗖𝗼𝗺𝗶𝗻𝗴 𝘁𝗼 𝗧𝗲𝗹𝗲𝗴𝗿𝗮𝗺. 𝗪𝗵𝗮𝘁 𝗔𝗿𝗲 𝗬𝗼𝘂 𝗚𝗼𝗶𝗻𝗴 𝘁𝗼 𝗕𝘂𝗶𝗹𝗱?
Stonfiers, the next chapter of Telegram-native crypto is getting closer.
Today, we’re going live to explore what the upcoming Gram Wallet launch could mean for builders, users, and the wider Telegram crypto ecosystem.
𝗪𝗵𝗮𝘁 𝗪𝗲’𝗹𝗹 𝗗𝗶𝘀𝗰𝘂𝘀𝘀
We’ll hear from teams behind WenLong, Gram Store, and DTrade about the products they’re building, how users interact with them, and what they expect from the next generation of Telegram-native crypto.
We’ll also look at how StonFi infrastructure powers these experiences and where the Gram Wallet launch could create new opportunities for builders.
📅 𝗔𝘂𝗴𝘂𝘀𝘁 𝟮𝟬 · 𝟭𝟱:𝟬𝟬 𝗨𝗧𝗖
🎁 𝗪𝗶𝗻 𝗙𝗿𝗼𝗺 𝗮 𝟭𝟱𝟬 𝗦𝗧𝗢𝗡 𝗣𝗿𝗶𝘇𝗲 𝗣𝗼𝗼𝗹
Stay until the end for a question from the speakers. Submit your answer under the official event post on X by August 21 at 15:00 UTC for a chance to win.
𝗣𝗿𝗶𝘇𝗲𝘀:
70 STON for the best answer
40 STON each for two random winners
Join us live and discover what the future of Telegram-native crypto could look like.
🔗 Register for the live session and join us on YouTube or X.
$BTC $ETH $SOL
#BTC Price Analysis# #Macro Insights#
Stonfiers, the next chapter of Telegram-native crypto is getting closer.
Today, we’re going live to explore what the upcoming Gram Wallet launch could mean for builders, users, and the wider Telegram crypto ecosystem.
𝗪𝗵𝗮𝘁 𝗪𝗲’𝗹𝗹 𝗗𝗶𝘀𝗰𝘂𝘀𝘀
We’ll hear from teams behind WenLong, Gram Store, and DTrade about the products they’re building, how users interact with them, and what they expect from the next generation of Telegram-native crypto.
We’ll also look at how StonFi infrastructure powers these experiences and where the Gram Wallet launch could create new opportunities for builders.
📅 𝗔𝘂𝗴𝘂𝘀𝘁 𝟮𝟬 · 𝟭𝟱:𝟬𝟬 𝗨𝗧𝗖
🎁 𝗪𝗶𝗻 𝗙𝗿𝗼𝗺 𝗮 𝟭𝟱𝟬 𝗦𝗧𝗢𝗡 𝗣𝗿𝗶𝘇𝗲 𝗣𝗼𝗼𝗹
Stay until the end for a question from the speakers. Submit your answer under the official event post on X by August 21 at 15:00 UTC for a chance to win.
𝗣𝗿𝗶𝘇𝗲𝘀:
70 STON for the best answer
40 STON each for two random winners
Join us live and discover what the future of Telegram-native crypto could look like.
🔗 Register for the live session and join us on YouTube or X.
$BTC $ETH $SOL
#BTC Price Analysis# #Macro Insights#
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𝗦𝘁𝗼𝗻𝗙𝗶 𝗥𝗮𝗻𝗸𝘀 𝗧𝗼𝗽 𝟰 𝗔𝗺𝗼𝗻𝗴 𝗧𝗢𝗡 𝗔𝗽𝗽𝘀
Stonfiers! StonFi has reached another major milestone, ranking #4 among 100 TON apps by monthly financially active wallets.
The protocol sits just behind major centralized platforms such as Bybit and ranks #1 among all DeFi protocols on TON, highlighting the growing demand for decentralized trading and self-custodial finance across the ecosystem.
More than 14,000 financially active wallets used StonFi this month, reflecting strong and consistent user activity across the protocol.
What makes this growth particularly significant is StonFi’s self-custodial model. Users can swap assets while maintaining control of their funds throughout the process, without handing custody of their assets to a centralized intermediary.
As TON’s DeFi ecosystem continues to expand, StonFi is positioning itself as one of the key protocols driving onchain activity and decentralized liquidity.
And this is only another milestone on the journey.
More to come. Stay tuned.
$SOL $BTC
#BTC Price Analysis# #Macro Insights# #BTC, the evolving ecosystem#
Stonfiers! StonFi has reached another major milestone, ranking #4 among 100 TON apps by monthly financially active wallets.
The protocol sits just behind major centralized platforms such as Bybit and ranks #1 among all DeFi protocols on TON, highlighting the growing demand for decentralized trading and self-custodial finance across the ecosystem.
More than 14,000 financially active wallets used StonFi this month, reflecting strong and consistent user activity across the protocol.
What makes this growth particularly significant is StonFi’s self-custodial model. Users can swap assets while maintaining control of their funds throughout the process, without handing custody of their assets to a centralized intermediary.
As TON’s DeFi ecosystem continues to expand, StonFi is positioning itself as one of the key protocols driving onchain activity and decentralized liquidity.
And this is only another milestone on the journey.
More to come. Stay tuned.
$SOL $BTC
#BTC Price Analysis# #Macro Insights# #BTC, the evolving ecosystem#
Xem bản dịch
Cross-Chain Swaps Just Got Easier with Custom Address
Stonfiers! Cross-chain swaps are now more flexible with StonFi's custom address option. You only need to connect the wallet you're swapping from, then paste the destination wallet address where you want to receive your tokens.
Simply enable “Receive to custom address,” paste the destination address, and Omniston will deliver the swapped tokens directly to it.
This makes it easier to send tokens to another wallet without connecting that wallet to the dApp.
Supported assets include USDT on TON and TRON, USDT and USDC across Ethereum, BNB Chain, Base and Avalanche, USDT0 and USDC on Arbitrum, PUSD and USDC on Polygon, and USDG on Robinhood Chain.
Always double-check the destination address and chain before confirming your swap.
$BTC $ETH $SOL $XRP
#BTC Above 60K# #BTC Price Analysis# #BTC Price Analysis#
Stonfiers! Cross-chain swaps are now more flexible with StonFi's custom address option. You only need to connect the wallet you're swapping from, then paste the destination wallet address where you want to receive your tokens.
Simply enable “Receive to custom address,” paste the destination address, and Omniston will deliver the swapped tokens directly to it.
This makes it easier to send tokens to another wallet without connecting that wallet to the dApp.
Supported assets include USDT on TON and TRON, USDT and USDC across Ethereum, BNB Chain, Base and Avalanche, USDT0 and USDC on Arbitrum, PUSD and USDC on Polygon, and USDG on Robinhood Chain.
Always double-check the destination address and chain before confirming your swap.
$BTC $ETH $SOL $XRP
#BTC Above 60K# #BTC Price Analysis# #BTC Price Analysis#
StonFi dẫn đầu TON DeFi với ~78% khối lượng giao dịch DEX
Dữ liệu gần đây về hệ sinh thái TON cho thấy vị thế áp đảo của StonFi trong hoạt động giao dịch phi tập trung.
StonFi chiếm khoảng 78% khối lượng giao dịch swap trên TON DEX, gần gấp 5 lần so với sàn/địa điểm đứng thứ hai.
Các con số về người dùng cũng ấn tượng không kém. StonFi chiếm khoảng 59% người dùng DEX, cao hơn khoảng 1,6 lần so với ứng viên xếp sau.
Nhưng các chỉ số DEX tiêu chuẩn chỉ phản ánh một phần câu chuyện.
Thông qua Omniston, StonFi tổng hợp thanh khoản TON từ nhiều nguồn khác nhau, mở rộng vai trò của mình vượt ra khỏi một địa điểm cung cấp thanh khoản đơn lẻ. Vì vậy, đóng góp của StonFi vào việc thực thi giao dịch swap rộng hơn so với những bảng xếp hạng khối lượng truyền thống.
Điều này định vị StonFi không chỉ là một DEX dẫn đầu. Nền tảng này đang dần trở thành một trong những lớp thực thi và cung cấp thanh khoản cốt lõi, giúp vận hành TON DeFi.
Cảm ơn tất cả mọi người đã giao dịch, xây dựng và cùng chúng tôi phát triển.
Còn nhiều điều sẽ sớm được cập nhật.
$BTC $SOL $ETH $HEMI
#BTC Price Analysis# #Macro Insights#
Dữ liệu gần đây về hệ sinh thái TON cho thấy vị thế áp đảo của StonFi trong hoạt động giao dịch phi tập trung.
StonFi chiếm khoảng 78% khối lượng giao dịch swap trên TON DEX, gần gấp 5 lần so với sàn/địa điểm đứng thứ hai.
Các con số về người dùng cũng ấn tượng không kém. StonFi chiếm khoảng 59% người dùng DEX, cao hơn khoảng 1,6 lần so với ứng viên xếp sau.
Nhưng các chỉ số DEX tiêu chuẩn chỉ phản ánh một phần câu chuyện.
Thông qua Omniston, StonFi tổng hợp thanh khoản TON từ nhiều nguồn khác nhau, mở rộng vai trò của mình vượt ra khỏi một địa điểm cung cấp thanh khoản đơn lẻ. Vì vậy, đóng góp của StonFi vào việc thực thi giao dịch swap rộng hơn so với những bảng xếp hạng khối lượng truyền thống.
Điều này định vị StonFi không chỉ là một DEX dẫn đầu. Nền tảng này đang dần trở thành một trong những lớp thực thi và cung cấp thanh khoản cốt lõi, giúp vận hành TON DeFi.
Cảm ơn tất cả mọi người đã giao dịch, xây dựng và cùng chúng tôi phát triển.
Còn nhiều điều sẽ sớm được cập nhật.
$BTC $SOL $ETH $HEMI
#BTC Price Analysis# #Macro Insights#
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Hyperliquid Perps Land on Telegram via WenLong and Omniston
Stonfiers! Hyperliquid perpetual futures are now coming to Telegram through WenLong, with Omniston powering the cross-chain infrastructure behind the experience.
WenLong brings leveraged perps on crypto and tokenized assets directly into Telegram, allowing users to trade through a simple flow connected to a TON wallet.
Here’s where Omniston comes in.
To open a Hyperliquid position, assets need to move across chains. WenLong uses Omniston to swap USDT on TON into USDC on Arbitrum and route it directly into a Hyperliquid deposit.
Users can deposit GRAM or USDT and move from Telegram to an open leveraged position without manually navigating multiple cross-chain steps.
This is the kind of experience cross-chain infrastructure should enable: complex infrastructure working quietly in the background while users get a simple, seamless experience.
For builders creating wallets, bots, or swap applications, Omniston provides the infrastructure needed to connect TON with other networks.
The cross-chain future is getting closer to everyday users.
$BTC $ETH $ETH
#BTC Price Analysis# #Macro Insights#
Stonfiers! Hyperliquid perpetual futures are now coming to Telegram through WenLong, with Omniston powering the cross-chain infrastructure behind the experience.
WenLong brings leveraged perps on crypto and tokenized assets directly into Telegram, allowing users to trade through a simple flow connected to a TON wallet.
Here’s where Omniston comes in.
To open a Hyperliquid position, assets need to move across chains. WenLong uses Omniston to swap USDT on TON into USDC on Arbitrum and route it directly into a Hyperliquid deposit.
Users can deposit GRAM or USDT and move from Telegram to an open leveraged position without manually navigating multiple cross-chain steps.
This is the kind of experience cross-chain infrastructure should enable: complex infrastructure working quietly in the background while users get a simple, seamless experience.
For builders creating wallets, bots, or swap applications, Omniston provides the infrastructure needed to connect TON with other networks.
The cross-chain future is getting closer to everyday users.
$BTC $ETH $ETH
#BTC Price Analysis# #Macro Insights#
Xem bản dịch
X Layer Joins StonFi’s Growing Cross-Chain Ecosystem
StonFi continues expanding its cross-chain infrastructure with the integration of X Layer, the EVM Layer 2 developed by OKX.
With this integration, users can now swap USDC and USDT0 on X Layer across TON and other supported networks through a single cross-chain flow.
The integration is powered by Omniston, StonFi’s cross-chain execution layer that coordinates the entire swap process from quote to settlement. Users can see the exact amount they will receive before confirming, while most swaps are completed within 15 to 40 seconds.
X Layer is designed for the next generation of onchain financial markets, combining EVM compatibility with multi-chain security and onchain intelligence infrastructure.
The addition of X Layer further expands StonFi’s growing network of supported ecosystems, bringing more stablecoin liquidity and cross-chain opportunities to TON users.
Supported assets now include USDT on TON and TRON, USDT and USDC on Ethereum, BNB Chain, Base and Avalanche, USDC and USDT0 on Arbitrum, PUSD and USDC on Polygon, USDG on Robinhood Chain, and USDC and USDT0 on X Layer.
At launch, swap volume on X Layer is temporarily limited to $1,000 per transaction.
As more networks become connected, the complexity of cross-chain transactions continues to move further into the infrastructure layer, allowing users to focus less on which chain they are using and more on what they want to accomplish.
StonFi’s expanding cross-chain ecosystem is another step toward a more connected and interoperable onchain financial environment.
$BTC $ETH $ETH
#BTC Price Analysis# #Macro Insights#
StonFi continues expanding its cross-chain infrastructure with the integration of X Layer, the EVM Layer 2 developed by OKX.
With this integration, users can now swap USDC and USDT0 on X Layer across TON and other supported networks through a single cross-chain flow.
The integration is powered by Omniston, StonFi’s cross-chain execution layer that coordinates the entire swap process from quote to settlement. Users can see the exact amount they will receive before confirming, while most swaps are completed within 15 to 40 seconds.
X Layer is designed for the next generation of onchain financial markets, combining EVM compatibility with multi-chain security and onchain intelligence infrastructure.
The addition of X Layer further expands StonFi’s growing network of supported ecosystems, bringing more stablecoin liquidity and cross-chain opportunities to TON users.
Supported assets now include USDT on TON and TRON, USDT and USDC on Ethereum, BNB Chain, Base and Avalanche, USDC and USDT0 on Arbitrum, PUSD and USDC on Polygon, USDG on Robinhood Chain, and USDC and USDT0 on X Layer.
At launch, swap volume on X Layer is temporarily limited to $1,000 per transaction.
As more networks become connected, the complexity of cross-chain transactions continues to move further into the infrastructure layer, allowing users to focus less on which chain they are using and more on what they want to accomplish.
StonFi’s expanding cross-chain ecosystem is another step toward a more connected and interoperable onchain financial environment.
$BTC $ETH $ETH
#BTC Price Analysis# #Macro Insights#
Xem bản dịch
$BTC $BNB $SOL
WHAT EXACTLY IS ATEG.DV?
If you're looking at ATEG Capital FlexCo, understanding the token itself is essential.
ATEG.DV is positioned as a Hybrid Stability Token, built around an economic model designed to respond to market conditions.
The architecture includes a Dual Deflationary System:
Burn
Freeze
The ecosystem also incorporates a Monthly Index Price, calculated using the previous month's high and low:
(High + Low) ÷ 2
When market conditions place the token below the established index reference, ecosystem revenues can be used to purchase tokens for the burn and freeze mechanisms.
This is important because ATEG.DV is not presented simply as a token with a fixed supply.
It is designed around a broader economic mechanism connecting:
Market conditions + ecosystem revenue + token supply mechanics.
Understanding the mechanism is more important than watching the ticker.
#BTC Price Analysis# #Macro Insights#
WHAT EXACTLY IS ATEG.DV?
If you're looking at ATEG Capital FlexCo, understanding the token itself is essential.
ATEG.DV is positioned as a Hybrid Stability Token, built around an economic model designed to respond to market conditions.
The architecture includes a Dual Deflationary System:
Burn
Freeze
The ecosystem also incorporates a Monthly Index Price, calculated using the previous month's high and low:
(High + Low) ÷ 2
When market conditions place the token below the established index reference, ecosystem revenues can be used to purchase tokens for the burn and freeze mechanisms.
This is important because ATEG.DV is not presented simply as a token with a fixed supply.
It is designed around a broader economic mechanism connecting:
Market conditions + ecosystem revenue + token supply mechanics.
Understanding the mechanism is more important than watching the ticker.
#BTC Price Analysis# #Macro Insights#
Xem bản dịch
My take on $BTC is following the roadmap almost perfectly.
Price swept the lower liquidity around $63K, then delivered a strong macro reaction back into the resistance and retest zones.
Longs scaled in near the lows are now in profit, while $64.5K to $65K remains the key reaction zone.
This is where risk management matters. Protect gains, manage exposure, and watch how BTC reacts around this level.
The next move depends on the reaction here. $BTC
#BTC Price Analysis# #Macro Insights#
Price swept the lower liquidity around $63K, then delivered a strong macro reaction back into the resistance and retest zones.
Longs scaled in near the lows are now in profit, while $64.5K to $65K remains the key reaction zone.
This is where risk management matters. Protect gains, manage exposure, and watch how BTC reacts around this level.
The next move depends on the reaction here. $BTC
#BTC Price Analysis# #Macro Insights#
$BTC $ETH $STON
Bản cập nhật hàng tuần của StonFi: Động lực TON DeFi tiếp tục duy trì
StonFi tiếp tục củng cố vị thế của mình trên toàn hệ sinh thái TON DeFi, chiếm khoảng ~78% khối lượng giao dịch swap của DEX và ~59% người dùng trong số các giao thức tương đồng.
Các chỉ số theo tuần cho thấy khối lượng swap đạt 12,3M USD, TVL đạt 25,3M USD và xấp xỉ 19.734 USD được tạo ra cho các nhà cung cấp thanh khoản.
Các giao dịch cross-chain giờ đây hỗ trợ địa chỉ đích tùy chỉnh, giúp người dùng linh hoạt hơn khi nhận tài sản.
Trong khi đó, 481 Stonbassadors đã nhận 12.554 STON trong tháng Bảy, và buổi phát trực tiếp Gram Wallet sắp tới vào ngày 20/8 có thể thu hút thêm sự chú ý đối với hạ tầng crypto bản địa trên Telegram.
Các chỉ số quan trọng cần theo dõi trong thời gian tới là TVL, khối lượng, tăng trưởng người dùng và hoạt động thanh khoản.
#Phân tích giá BTC# #Nhận định vĩ mô#
Bản cập nhật hàng tuần của StonFi: Động lực TON DeFi tiếp tục duy trì
StonFi tiếp tục củng cố vị thế của mình trên toàn hệ sinh thái TON DeFi, chiếm khoảng ~78% khối lượng giao dịch swap của DEX và ~59% người dùng trong số các giao thức tương đồng.
Các chỉ số theo tuần cho thấy khối lượng swap đạt 12,3M USD, TVL đạt 25,3M USD và xấp xỉ 19.734 USD được tạo ra cho các nhà cung cấp thanh khoản.
Các giao dịch cross-chain giờ đây hỗ trợ địa chỉ đích tùy chỉnh, giúp người dùng linh hoạt hơn khi nhận tài sản.
Trong khi đó, 481 Stonbassadors đã nhận 12.554 STON trong tháng Bảy, và buổi phát trực tiếp Gram Wallet sắp tới vào ngày 20/8 có thể thu hút thêm sự chú ý đối với hạ tầng crypto bản địa trên Telegram.
Các chỉ số quan trọng cần theo dõi trong thời gian tới là TVL, khối lượng, tăng trưởng người dùng và hoạt động thanh khoản.
#Phân tích giá BTC# #Nhận định vĩ mô#
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$BTC $SOL $STON
StonFi Weekly Update: TON DeFi Momentum Continues
StonFi continues to strengthen its position across TON DeFi, accounting for ~78% of DEX swap volume and ~59% of users among comparable protocols.
Weekly metrics show $12.3M in swap volume, $25.3M in TVL, and approximately $19,734 generated for liquidity providers.
Cross-chain swaps now support custom destination addresses, giving users greater flexibility when receiving assets.
Meanwhile, 481 Stonbassadors received 12,554 STON in July, while the upcoming Gram Wallet live session on August 20 could bring further attention to Telegram-native crypto infrastructure.
The key metrics to watch next are TVL, volume, user growth, and liquidity activity.
#BTC Price Analysis# #Macro Insights#
StonFi Weekly Update: TON DeFi Momentum Continues
StonFi continues to strengthen its position across TON DeFi, accounting for ~78% of DEX swap volume and ~59% of users among comparable protocols.
Weekly metrics show $12.3M in swap volume, $25.3M in TVL, and approximately $19,734 generated for liquidity providers.
Cross-chain swaps now support custom destination addresses, giving users greater flexibility when receiving assets.
Meanwhile, 481 Stonbassadors received 12,554 STON in July, while the upcoming Gram Wallet live session on August 20 could bring further attention to Telegram-native crypto infrastructure.
The key metrics to watch next are TVL, volume, user growth, and liquidity activity.
#BTC Price Analysis# #Macro Insights#
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$BTC $ETH $XRP
For years, Web3 has focused on digital ownership.
ATEG Capital is exploring what happens when that ownership meets the real world.
By connecting blockchain, housing, energy, and a stability-focused token model, ATEG is building an ecosystem designed around tangible utility.
The goal is simple: turn Web3 infrastructure into real economic value.
#BTC Price Analysis# #Macro Insights#
For years, Web3 has focused on digital ownership.
ATEG Capital is exploring what happens when that ownership meets the real world.
By connecting blockchain, housing, energy, and a stability-focused token model, ATEG is building an ecosystem designed around tangible utility.
The goal is simple: turn Web3 infrastructure into real economic value.
#BTC Price Analysis# #Macro Insights#
$ETH $ETH $SOL
Solana ($SOL) đã bổ sung $378 triệu vào các Tín phiếu kho bạc Hoa Kỳ được token hóa, trong khi Ethereum ($ETH) ghi nhận mức tăng $272 triệu trong 30 ngày qua.
Cả hai mạng lưới đều cho thấy sự tăng trưởng mạnh mẽ trong nợ chính phủ được token hóa, nhấn mạnh sự mở rộng đang tăng tốc của các tài sản thực được token hóa (RWAs) trên các hệ sinh thái blockchain lớn.
#Phân tích giá BTC# #Thông tin vĩ mô#
Solana ($SOL) đã bổ sung $378 triệu vào các Tín phiếu kho bạc Hoa Kỳ được token hóa, trong khi Ethereum ($ETH) ghi nhận mức tăng $272 triệu trong 30 ngày qua.
Cả hai mạng lưới đều cho thấy sự tăng trưởng mạnh mẽ trong nợ chính phủ được token hóa, nhấn mạnh sự mở rộng đang tăng tốc của các tài sản thực được token hóa (RWAs) trên các hệ sinh thái blockchain lớn.
#Phân tích giá BTC# #Thông tin vĩ mô#
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$BTC Bitcoin reserves have broken above the 200D SMA for the first time in roughly two years.
More $BTC is becoming liquid, potentially signaling a shift from supply scarcity toward distribution.
If reserves stay elevated while whale inflows rise, selling pressure could accelerate.
Watch the 200D SMA. $BTC
#BTC Price Analysis# #Macro Insights#
More $BTC is becoming liquid, potentially signaling a shift from supply scarcity toward distribution.
If reserves stay elevated while whale inflows rise, selling pressure could accelerate.
Watch the 200D SMA. $BTC
#BTC Price Analysis# #Macro Insights#
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$BTC Strategy’s latest 1,690 BTC sale is less about abandoning Bitcoin and more about balance-sheet optimization. The $108.6M proceeds were used to repurchase STRC preferred shares, while a separate $653.1M MSTR share sale lifted its USD reserve to $4.65B.
The key signal is the shift from “never sell” to active capital management. Strategy still holds 840,447 BTC, but repeated sales introduce a new risk: if BTC remains weak, Strategy could become a recurring source of market supply.
Bottom line: This is currently a capital-structure strategy, not capitulation. The real market signal will be whether BTC sales continue while MSTR issuance and STRC support increase. $BTC
#BTC Price Analysis# #Macro Insights#
The key signal is the shift from “never sell” to active capital management. Strategy still holds 840,447 BTC, but repeated sales introduce a new risk: if BTC remains weak, Strategy could become a recurring source of market supply.
Bottom line: This is currently a capital-structure strategy, not capitulation. The real market signal will be whether BTC sales continue while MSTR issuance and STRC support increase. $BTC
#BTC Price Analysis# #Macro Insights#
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$ONE exploit is bigger than a price crash.
Around 4 billion ONE were reportedly minted without authorization, equivalent to roughly 26% of the previously circulating supply. Around 2.8 billion ONE were reportedly moved toward exchanges, creating significant potential sell pressure.
ONE subsequently fell sharply, with the token losing more than 50% from its pre-exploit level at the worst point.
The key risk now is supply dilution. Unlike a conventional wallet hack, the reported exploit created new tokens. If those tokens are not fully recovered or invalidated, existing holders could face a structurally larger supply base.
Harmony has confirmed the exploit and is working with exchanges to freeze affected funds while deploying a patch. A potential chain rollback is also being considered.
For traders, the critical metrics now are simple: how much of the unauthorized ONE remains, how much was actually sold, the final recognized circulating supply, and whether a rollback occurs.
Until those variables are resolved, any ONE price recovery should be viewed cautiously. The market is not just pricing a hack. It is pricing uncertainty around supply, liquidity and trust in the chain’s infrastructue.
#BTC Price Analysis# #Macro Insights#
Around 4 billion ONE were reportedly minted without authorization, equivalent to roughly 26% of the previously circulating supply. Around 2.8 billion ONE were reportedly moved toward exchanges, creating significant potential sell pressure.
ONE subsequently fell sharply, with the token losing more than 50% from its pre-exploit level at the worst point.
The key risk now is supply dilution. Unlike a conventional wallet hack, the reported exploit created new tokens. If those tokens are not fully recovered or invalidated, existing holders could face a structurally larger supply base.
Harmony has confirmed the exploit and is working with exchanges to freeze affected funds while deploying a patch. A potential chain rollback is also being considered.
For traders, the critical metrics now are simple: how much of the unauthorized ONE remains, how much was actually sold, the final recognized circulating supply, and whether a rollback occurs.
Until those variables are resolved, any ONE price recovery should be viewed cautiously. The market is not just pricing a hack. It is pricing uncertainty around supply, liquidity and trust in the chain’s infrastructue.
#BTC Price Analysis# #Macro Insights#
$BTC Chiến lược vs. MSCI: Liệu Kho bạc Bitcoin của Chiến lược có trở thành vấn đề đối với các chỉ số?
Chiến lược nắm giữ xấp xỉ 840.447 BTC, khiến đây trở thành một trong những nhà nắm giữ Bitcoin doanh nghiệp lớn nhất. Hiện MSCI đang tham vấn về một sàng lọc dự kiến có thể loại trừ các công ty được phân loại là “không hoạt động” khỏi các Chỉ số Thị trường Đầu tư Toàn cầu Khả dụng (Global Investable Market Indexes).
Phương pháp dự kiến sử dụng năm bài kiểm tra tài chính; việc không đạt ít nhất bốn tiêu chí có thể kích hoạt việc loại trừ. Mô phỏng của MSCI vào tháng 5/2026 đã xác định Chiến lược có thể bị loại.
Mối quan ngại trước mắt không phải là việc buộc thanh lý Bitcoin. Đó là bán cổ phần thụ động.
Nếu Chiến lược bị loại khỏi danh mục, các quỹ bám sát chỉ số có thể bị buộc phải giảm mức độ tiếp xúc với MSTR, tạo ra ước tính khoảng ~$2B dòng tiền rút thụ động. Nếu các nhà cung cấp chỉ số lớn khác cuối cùng cũng áp dụng cách xử lý tương tự, áp lực tiềm năng có thể trở nên đáng kể hơn nhiều.
Câu hỏi lớn hơn mang tính cấu trúc:
Các nhà cung cấp chỉ số có đơn giản đang áp dụng một định nghĩa trung tính về công ty vận hành hay họ đang tạo ra một khung quy định có thể bất lợi cho mô hình kho bạc Bitcoin đang nổi lên?
Với MSTR, quyết định vào tháng 11 quan trọng không chỉ cho một lần tái cân bằng chỉ số. Nếu các khoản nắm giữ Bitcoin của doanh nghiệp ngày càng trở thành lý do để bị loại trừ, các công ty kho bạc khác cũng có thể đối mặt với cùng rủi ro đối chuẩn (benchmark).
Thời hạn nhận phản hồi là ngày 30/9. MSCI dự kiến công bố quyết định vào ngày 16/10, với khả năng triển khai vào tháng 11/2026.
Điều này ít liên quan đến việc Chiến lược có bán Bitcoin hay không, mà hơn là liệu các thị trường vốn truyền thống có sẵn sàng thích ứng với một mô hình bảng cân đối kế toán doanh nghiệp mới hay không.
NFA. DYOR. $BTC
#Phân tích giá BTC# #Góc nhìn vĩ mô#
Chiến lược nắm giữ xấp xỉ 840.447 BTC, khiến đây trở thành một trong những nhà nắm giữ Bitcoin doanh nghiệp lớn nhất. Hiện MSCI đang tham vấn về một sàng lọc dự kiến có thể loại trừ các công ty được phân loại là “không hoạt động” khỏi các Chỉ số Thị trường Đầu tư Toàn cầu Khả dụng (Global Investable Market Indexes).
Phương pháp dự kiến sử dụng năm bài kiểm tra tài chính; việc không đạt ít nhất bốn tiêu chí có thể kích hoạt việc loại trừ. Mô phỏng của MSCI vào tháng 5/2026 đã xác định Chiến lược có thể bị loại.
Mối quan ngại trước mắt không phải là việc buộc thanh lý Bitcoin. Đó là bán cổ phần thụ động.
Nếu Chiến lược bị loại khỏi danh mục, các quỹ bám sát chỉ số có thể bị buộc phải giảm mức độ tiếp xúc với MSTR, tạo ra ước tính khoảng ~$2B dòng tiền rút thụ động. Nếu các nhà cung cấp chỉ số lớn khác cuối cùng cũng áp dụng cách xử lý tương tự, áp lực tiềm năng có thể trở nên đáng kể hơn nhiều.
Câu hỏi lớn hơn mang tính cấu trúc:
Các nhà cung cấp chỉ số có đơn giản đang áp dụng một định nghĩa trung tính về công ty vận hành hay họ đang tạo ra một khung quy định có thể bất lợi cho mô hình kho bạc Bitcoin đang nổi lên?
Với MSTR, quyết định vào tháng 11 quan trọng không chỉ cho một lần tái cân bằng chỉ số. Nếu các khoản nắm giữ Bitcoin của doanh nghiệp ngày càng trở thành lý do để bị loại trừ, các công ty kho bạc khác cũng có thể đối mặt với cùng rủi ro đối chuẩn (benchmark).
Thời hạn nhận phản hồi là ngày 30/9. MSCI dự kiến công bố quyết định vào ngày 16/10, với khả năng triển khai vào tháng 11/2026.
Điều này ít liên quan đến việc Chiến lược có bán Bitcoin hay không, mà hơn là liệu các thị trường vốn truyền thống có sẵn sàng thích ứng với một mô hình bảng cân đối kế toán doanh nghiệp mới hay không.
NFA. DYOR. $BTC
#Phân tích giá BTC# #Góc nhìn vĩ mô#
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$BTC Whales Are Accumulating While Retail Sells
Bitcoin is showing a clear divergence between large holders and retail.
Around 90 wallets now hold at least 10,000 BTC, while smaller holders continue selling into market uncertainty. This suggests larger players may be absorbing supply as retail reduces exposure.
But there is a critical caveat: wallet growth does not automatically equal fresh buying. Exchange and custodial reshuffling can create the appearance of accumulation without new capital entering the market.
The key confirmation remains price.
Above $60K, the whale accumulation thesis stays constructive and $70K remains a realistic upside target.
Below $60K, the thesis weakens significantly and raises the possibility that the apparent accumulation is primarily custody movement rather than strong underlying demand.
For now, the data favors accumulation, but price must confirm it. $BTC
#BTC Price Analysis# #Macro Insights#
Bitcoin is showing a clear divergence between large holders and retail.
Around 90 wallets now hold at least 10,000 BTC, while smaller holders continue selling into market uncertainty. This suggests larger players may be absorbing supply as retail reduces exposure.
But there is a critical caveat: wallet growth does not automatically equal fresh buying. Exchange and custodial reshuffling can create the appearance of accumulation without new capital entering the market.
The key confirmation remains price.
Above $60K, the whale accumulation thesis stays constructive and $70K remains a realistic upside target.
Below $60K, the thesis weakens significantly and raises the possibility that the apparent accumulation is primarily custody movement rather than strong underlying demand.
For now, the data favors accumulation, but price must confirm it. $BTC
#BTC Price Analysis# #Macro Insights#
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