Wendy 1

2026 Crypto Project Map: Which Narratives Are You Watching?

Crypto in 2026 is much bigger than just $BTC and $ETH.

This map gives a useful overview of the projects across the main sectors:

Layer 1: $ETH, $SOL, $BNB, $SUI, $AVAX, $APT, $INJ

Layer 2 & Scaling: $ARB, $OP, $POL, $MNT, $STRK

DEX: $UNI, $RAY, $JUP, $AERO, $VELO

Lending & Credit: $AAVE, $MORPHO, $SYRUP, $CPOOL, $KMNO

AI & Compute: $TAO, $FET, $RENDER, $VIRTUAL, $GRASS, $AKT, $IO, $AETHIR, $KITE

Oracles & Data: $LINK, $PYTH, $TRAC, $RE, $BAND

DePIN: $HNT, $IOTX, $PEAQ, $NATIX, $ROAM, $GEOD

RWA & Tokenization: $ONDO, $PLUME, $OM, $PAXG, $XAUT, $XAUM, $ZIG, $ALGO

Privacy: $XMR, $ZEC, $ARRR, $FIRO, $DUSK, $ZANO, $XVG

Derivatives & Perps: $HYPE, $ASTER, $APEX, $MYX, $LIT

There are also dedicated categories for Liquid Staking, Payments, Gaming & Metaverse, Exchange Tokens, Developer Tooling and Meme Tokens.

The useful part isn’t treating this as a list of tokens to buy.

It’s a way to step back and see where the major crypto narratives are developing, then do deeper research on the projects that actually have traction, adoption and sustainable token economics.

A strong narrative alone isn’t enough. The project still has to prove itself.

If you could pick only 3 sectors to watch for the rest of 2026, which ones would you choose?

Disclaimer: This is not financial advice. Please do your own research before making any investment decision.

An altcoin being 90% below its ATH does not automatically mean it’s cheap.

The current distance from ATH is pretty extreme for some major tokens:

🔻 $ICP: -99.7%
🔻 $DOT: -99%
🔻 $POL: -94%
🔻 $INJ: -91%
🔻 $LINK: -83%
🔻 $XLM: -82%
🔻 $SOL: -74%
🔻 $XRP: -73%
🔻 $BNB: -56%
🔻 $XMR: -49%
🔻 $HYPE: -28%
🔻 $TRX: -23%

But there is an important distinction.

Being far below an ATH tells you how much an asset has fallen. It doesn’t tell you whether the asset is undervalued today.

For example, a token down 90% needs roughly a 900% gain just to return to its previous ATH.

So instead of looking at the drawdown alone, I’d check:

• Is the project still growing?
• Does the token still have real demand or utility?
• How does the current supply compare with upcoming unlocks?
• Is liquidity still healthy?
• Is price actually building a base, or still making lower lows?

The distance from ATH is a useful filter, but it shouldn’t be the investment thesis by itself.

Cheap and heavily discounted are not always the same thing.

Disclaimer: This is not financial advice. Crypto assets are highly volatile, so please do your own research before making investment decisions.

A high buyback ratio sounds great. But where does the money actually come from?

That is where the revenue-to-buyback ratio becomes useful.

It measures how much of a project’s actual revenue is directed toward buying back and burning its own token.

Here is how several projects compare:

🔥 $ASTER: 99%
🟢 $HYPE: 97% to 99%
🔴 $GEOD: 80%
🔵 $JUP: 50%
🟢 $PUMP: 50%
🟣 $RAY: 12%

At first glance, $ASTER and $HYPE stand out because most of their revenue is allocated toward buybacks and burns.

But there is an important catch.

The ratio alone doesn’t tell you how strong the buyback actually is.

A project can allocate 99% of revenue to buybacks, but if revenue falls, the actual dollar amount going into the market can shrink too.

Meanwhile, a project with a lower percentage but much larger revenue could potentially generate larger buybacks in absolute terms.

So before calling any model a winner, I would check three things:

1. Is revenue actually growing?
2. Are the announced buybacks being executed on-chain?
3. Are burns keeping up with new token issuance?

The percentage is a useful starting filter.

The real test is whether actual revenue keeps flowing back into the token, consistently and on-chain.

Disclaimer: This is not financial advice. Please do your own research before making investment decisions.

$1,000 Invested in These Tokens: What Would It Be Worth Today?

Same $1,000.

Very different results, depending on when you bought.

The chart compares three entry dates:

📅 April 15, 2024
📅 October 15, 2025
📅 January 1, 2026

A few results stand out.

$ZEC is the biggest outlier.

A $1,000 investment from April 2024 would be worth $22,545, or 22.55x.

$TRX is the most consistent winner.

All three entry points are still profitable:

2.75x from April 2024
1.06x from October 2025
1.14x from January 2026

Then there is $HYPE.

It wasn’t trading in April 2024, but a $1,000 investment from October 2025 would now be $1,090, while the January 2026 entry would be worth $2,180.

On the other side, $SEI has struggled across every entry point:

$73 from April 2024
$222 from October 2025
$364 from January 2026

Even $BTC isn’t immune to bad timing. The April 2024 entry is almost flat at $995, while the October 2025 and January 2026 entries are down to $569 and $732.

The bigger lesson here isn’t simply which token performed best.

Entry timing can completely change the outcome.

A strong project bought near a peak can still produce a painful loss, while a later entry into the same asset can look completely different.

Sometimes “Is this a good token?” isn’t enough.

The better question is:

“Where am I buying it in the cycle?”

Disclaimer: This is not financial advice. Crypto assets are highly volatile and may result in significant loss of capital.

#Crypto #BTC #ETH #ZEC #TRX

7 Token Unlocks to Watch This Week

Token unlocks can quietly change the supply picture, and this week’s list has a few numbers worth watching.

Between August 17 and August 23, these seven tokens have the largest unlock values in the CryptoRank data:

• $AKE: $21.11M
• $ZRO: $20.11M
• $KAITO: $11.31M
• $YZY: $8.15M
• $PYBOBO: $5.21M
• $PENGU: $4.19M
• $SENT: $4.05M

The more interesting number isn’t always the dollar value.

For $KAITO, the scheduled unlock is worth about 13.5% of its current market cap according to the chart. That’s a much larger supply event relative to its market size than the headline $11.31M might suggest.

$AKE follows at 9.25%, while $ZRO is at 7.28%.

The timing is spread across the week:

$PENGU unlocks on August 17.

$ZRO and $KAITO follow on August 20.

$AKE, $YZY and $PYBOBO unlock on August 21.

$SENT follows on August 22.

An unlock does not automatically mean a token will sell off. The actual impact depends on who receives the tokens, whether they sell, and how much demand is available at the time.

Still, for anyone holding these assets, supply entering the market is worth keeping on the radar.

Disclaimer: This is not financial advice. Please check the project’s official tokenomics and unlock schedule before trading.

#Crypto #TokenUnlock #KAITO

Only 7 people in Vietnam received this recognition. And I'm one of them. 🥹💛

I’m very happy to share that I’ve been selected as a winner of the Binance Vietnam H1/2026 Affiliate Recognition Program, receiving the Brand Amplifier award.

According to my Binance Affiliate Manager, only 7 affiliates in Vietnam were selected for this recognition.

Honestly, this means a lot to me.

Over the past months, I’ve spent a lot of time creating content around Binance, from product updates and Binance P2P to different topics I believe are useful for the crypto community.

Some posts take only a few minutes to read, but quite a bit of time goes into researching and putting them together.

I never started creating content expecting an award.

So seeing Binance recognize that effort with the Brand Amplifier award feels really special.

The award recognizes affiliates who create quality Binance content across social platforms and help amplify the Binance brand within the Vietnamese crypto community.

I’m truly grateful for that.

Thank you to Binance, my Affiliate Manager, and everyone who has been reading my posts, leaving comments, sharing feedback, or simply following along.

This recognition wouldn't mean the same without the community behind it. ❤️

There’s also a little surprise mentioned in the award package.

Binance included 10 swag items for new-user giveaways.

I’m still waiting for the details on how I’ll receive them.

But if those 10 gifts are indeed for a community giveaway...

I already have an idea of what I want to do with them. 👀🎁

Stay tuned.

$BNB #Binance #BNBChain

A BitMart User Says They Can’t Withdraw $10.1M. What We Know

A BitMart user has publicly raised questions about withdrawals after claiming they have been unable to withdraw funds since July 26.

According to the post and screenshots shared by the user, their account previously held around $10.1 million, including:

* 155.45 BTC, worth roughly $10.09M in the screenshot
* 5.09M USDT
* 5.00M USDC
* Several smaller crypto positions

The user also claims that their BitMart VIP manager, identified as Tony, deleted his Telegram account on July 26, while other team members allegedly disappeared or deleted their accounts as well.

There is an important distinction here.

These are claims made by the user. The screenshots do not, by themselves, prove that BitMart has lost, frozen, or misappropriated customer funds.

But if withdrawals are indeed being delayed for a significant number of users, the situation deserves a clear explanation.

The questions are straightforward:

Why are withdrawals not being processed?
Where are the affected users’ funds?
And when can customers expect access to their money?

For a centralized exchange, withdrawal transparency matters just as much as trading features. Silence only makes users more concerned when their funds are involved.

Source: user-submitted post and screenshots. The claims have not been independently verified here.

#BitMart #Crypto #Bitcoin #USDT

The Top 5 Cryptos by Market Cap Right Now

The gap between the biggest crypto assets is still pretty wide.

Here are the current top five by market capitalization:

🟠 Bitcoin: $1.30T
⚪ Ethereum: $231.7B
🟡 BNB: $80.4B
⚫ XRP: $64.8B
🟣 Solana: $44.6B

Bitcoin is still in a league of its own.

Its market cap is now more than 5x Ethereum’s, while ETH has a sizeable lead over the rest of the top five.

The closer race is further down the list.

BNB currently ranks third at $80.4B, followed by XRP at $64.8B and Solana at $44.6B.

These rankings can change quickly, though. Market cap moves with price, and a relatively small shift in the larger assets can reshape the order below them.

The interesting question isn’t just who’s in the top five today.

It’s which asset could move up the fastest from here?

Market cap figures provided in the source data.

#Bitcoin #Ethereum #BNB #XRP

Binance bStocks Is Pulling Ahead in Tokenized Stocks

The tokenized stock market has been growing, but the distribution of that growth is starting to look interesting.

Over the past 90 days, Binance bStocks added $594.4 million in market cap, putting it well ahead of several other major platforms.

For comparison:

* xStocks: +$192.8M
* Securitize: +$183.3M
* Reality: +$137.6M

Then there’s the blockchain side.

BNB Chain added $519.6 million in tokenized stock market cap over the same period.

Ethereum added $218.3M, while Solana added $201.0M.

That gap is hard to ignore.

It suggests the growth of tokenized stocks isn’t happening evenly across chains. Binance bStocks is gaining market cap quickly, while BNB Chain is also taking a large share of the growth among the networks tracked here.

For me, the interesting question isn’t simply whether tokenized stocks will keep growing.

It’s where that growth will settle.

If more issuers and users continue choosing BNB Chain, the competition in tokenized equities could eventually become as much about liquidity and distribution as it is about the stocks themselves.

Source: Token Terminal.

X Is Changing How Creators Earn. Original Content Now Matters More. X has introduced its Original Content Rewards Program, while closing new enrollment for the existing Revenue Sharing program. At first glance, this looks like another creator monetization update. I think the bigger change is in what X is actually trying to reward. The new program puts more weight on original ideas, analysis, reporting, expertise, commentary, creativity, and personal perspective. Simply reposting someone else's content and adding a short caption is not enough. That distinction matters. X specifically says that minor edits, descriptive summaries, attribution, simple text overlays, or low-value reactions generally don't count as meaningful transformation. If the main value still comes from someone else's content, the post may not qualify as original. For creators who want to qualify, the main requirements include: • At least 500 verified followers • At least 500,000 Home Timeline impressions from verified users in the last 90 days • An X Premium, Premium+ or Premium Business subscription • A Personal or Business account in good standing • Regularly posting original content Eligible creators earn from qualified impressions, which are unique impressions from Premium users on the Home Timeline where at least 50% of the post is visible. Payments are scheduled every two weeks. There is also a clear shift for existing Revenue Sharing creators. Revenue Sharing earnings continue through September 7, 2026, with access to apply for Original Content Rewards rolling out from September 8. But the part I find most useful is much simpler: Before posting, ask yourself what you're actually adding. If the post would be just as valuable without your contribution, there probably isn't enough of your own perspective in it yet. That changes the creator game a little. The goal is no longer just to find something people will click on. You need to give them a reason to stay for your take.

Does DCA Always Win? These Results Say Otherwise.

Dollar-cost averaging (DCA) is one of the most popular investing strategies in crypto, but your choice of asset still matters.

Assuming you invested $100 every month from 2022 through August 2026, your total investment would be $5,600.

The outcomes would have looked very different depending on the asset.

Performance

* $TRX: $16,521 (+195.0%)
* $BTC: $8,660 (+54.6%)
* $XRP: $8,465 (+51.2%)
* $SOL: $8,025 (+43.3%)
* $ETH: $4,898 (−12.5%)
* $ADA: $2,616 (−53.3%)

Consistency Beats Volatility

The standout performer is $TRX, which nearly tripled the invested capital through consistent monthly purchases.

$BTC, $XRP, and $SOL also generated positive returns despite experiencing multiple corrections during the period.

Meanwhile, $ETH and $ADA remind investors that DCA does not eliminate asset-specific risk. Investing consistently into an underperforming asset can still produce negative returns over several years.

The Lesson

DCA reduces the impact of trying to time the market, but it does not guarantee profits.

Long-term success still depends on choosing assets that continue to create value, attract users, and maintain market demand over time.

A disciplined strategy matters—but so does what you’re buying.

Stablecoin Adoption Continues to Accelerate as Holder Count Reaches 289 Million

Stablecoin adoption continues to gain momentum, with the total number of stablecoin asset holders reaching 289 million, representing 54.5% growth over the measured period.

One of the biggest developments is that BNB Chain has overtaken Tron to become the blockchain with the largest stablecoin holder base.

Latest Stablecoin Holder Rankings

* BNB Chain: 79.3M
* Tron: 76.1M
* Ethereum: 26.0M
* Celo: 24.5M
* Polygon: 21.7M
* Base: 13.2M
* Solana: 11.7M
* Arbitrum One: 10.1M
* Algorand: 5.0M
* OP Mainnet: 2.9M

The continued rise in stablecoin holders highlights growing participation across payments, trading, and DeFi. Meanwhile, BNB Chain’s rapid expansion suggests increasing user activity and adoption within its ecosystem.

As stablecoins become a core component of on-chain finance, tracking holder growth offers another useful indicator of overall blockchain adoption.

Thailand Confirms 0% Capital Gains Tax on Bitcoin and Crypto

Thailand has confirmed a 0% capital gains tax on Bitcoin and cryptocurrencies, a move that further strengthens its position as one of the more crypto-friendly jurisdictions in Asia.

The announcement, highlighted by Binance founder CZ, is expected to improve the country’s attractiveness for both retail and institutional participants in the digital asset industry.

Why It Matters

A zero capital gains tax can:

* Encourage greater participation in crypto investing.
* Attract blockchain startups, Web3 builders, and digital asset businesses.
* Enhance Thailand’s competitiveness as a regional crypto hub.
* Support long-term innovation and ecosystem growth.

As countries continue refining their digital asset regulations, tax policy is becoming an increasingly important factor in attracting capital and talent. Thailand’s latest move reflects the growing global competition to build a favorable environment for the crypto industry.

湯姆·李（@fundstrat）旗下的 #Bitmine 於 3 小時前再次質押了 150,120 枚 $ETH（約 2.78 億美元）。

迄今為止，#Bitmine 已質押 5,067,309 枚 $ETH（約 93.8 億美元），佔其總持有量的 87.4%。

策略確認在仍然是最大企業比特幣持有者的情況下，出售 1,638 $BTC

策略已確認其在過去一週出售了 1,638 $BTC，該筆交易價值約 1.024 億美元。

出售後，公司仍持有：

* 842,138 $BTC
* 預估比特幣儲備價值約 526.5 億美元
* 約佔比特幣總最大供給量的 4.01%

這代表什麼？

該交易是在近期鏈上資金流動引起市場關注之後發生。儘管部分觀察者基於錢包活動預期可能會出現另一波出售，但公司已正式確認了這筆交易。

重要的是，儘管有出售，Strategy 仍以明顯幅度維持其作為公開上市企業中最大比特幣持有者的地位。

為何需要脈絡

企業出售比特幣不應自動被解讀為看跌訊號。

公司可能基於多種原因出售資產，包括：

* 庫存／資金管理（Treasury management）。
* 用於營運資金需求的籌措。
* 資本配置（Capital allocation）。
* 資產負債表優化（Balance sheet optimization）。

在缺乏公司提供進一步脈絡的情況下，僅憑這筆交易本身不一定意味著 Strategy 的長期比特幣策略出現變化。

考量其剩餘持股規模，Strategy 仍是比特幣市場中最受密切關注的機構參與者之一。

聲明：本文僅供資訊與教育用途，不應被視為財務或投資建議。投資人應在評估企業庫存活動時，依據公司官方揭露內容作出判斷。

據稱與將近 8,900 萬美元的盜竊 $BTC 有關的 Coldcard 韌體漏洞報告

根據 Galaxy Research 的說法，影響特定 Coldcard 硬體錢包的韌體漏洞，據稱已導致在截至 8 月 2 日止，從 4,585 個錢包地址竊取了 1,367 枚 $BTC，價值約 8,900 萬美元。

報告指出，7 月 30 日發生的一起持續僅 41 分鐘的單一攻擊中，被盜走 1,082 枚 $BTC。

問題原因是什麼？

據報導，這項漏洞可追溯到 2021 年 3 月推出的韌體版本。

部分受影響的韌體版本，據稱並非僅透過硬體隨機數產生器（硬體 RNG）來產生復原種子，而是改用一種基於軟體的隨機數產生器，並使用部分可預測的輸入，包括：

* 晶片序號。
* 系統時鐘值。

這大幅降低了可能的種子組合數，使得攻擊者在不需要實體存取裝置的情況下，便能進行離線種子暴力破解攻擊。

建議採取的行動

自 2021 年 3 月以來，使用受影響 Coldcard 韌體產生錢包的使用者，建議：

* 使用安全且已修補的裝置產生新的復原種子。
* 將所有 $BTC 與其他資產轉移到新建立的錢包。
* 不要僅依賴韌體更新，因為更新韌體並不會讓先前已遭到妥協的種子再次安全。

Coldcard 的製造商 Coinkite 已承認該問題，並且 CEO Rodolfo Novak 已公開接受此漏洞的責任。

此次事件提醒我們：硬體錢包的安全性不僅取決於實體裝置，也取決於其韌體與種子生成流程的完整性。

免責聲明：本內容僅供資訊與教育用途，不應被視為財務、資安或投資建議。使用者在採取行動前，應參考錢包製造商的官方指引。

DDNYC 2026 官方賽程公布：以下是你可以期待的

Doginal Dogs 已正式揭出 DDNYC 2026 的賽程，活動將於 2026 年 9 月 2–4 日在紐約曼哈頓的 Dream Downtown 舉行。該活動在數小時內售罄，顯示社群熱烈關注。

DDNYC 不同於傳統會議中心，將在 Dream Downtown 內的多個高端場館跨場舉辦，為參與者帶來更沉浸式的體驗。

活動亮點

📅 9 月 2 日

* Swag Drop – The Library（自 10:00 AM 起）
* Pool Party – The Beach（10:00 AM–5:00 PM）
* Kick-Off Party – Bodega Negra（自 9:00 PM 起）

📅 9 月 3 日

* Dog Talk – Bodega Negra（10:00 AM–5:00 PM）
* Sky Party – PHD Rooftop Lounge（自 10:00 PM 起）

📅 9 月 4 日

* Hangover Hangout Brunch – Bodega Negra（9:00 AM–12:00 PM）

千萬別錯過 Swag Drop

最受期待的活動之一，是 9 月 2 日上午在 The Library 舉行的 Swag Drop。Doginal Dogs 周邊商品通常以有限數量釋出，因此建議提早到場。

重要提醒

* 9 月 2 日與 9 月 3 日晚間的 VIP 場次需要 VIP 票。
* 如同任何現場活動，參與者應查看 Doginal Dogs 的官方管道，以取得最新賽程與場地更新。

了解更多 https://www.binance.com/en/square/post/351230091086065

#Doginal $BTC $ETH $DOGE

據鏈上數據稱，前 BNB Chain 員工疑似以交易 $ASTEROID 賺得 628K 美元

近期分享的一份鏈上分析聲稱，某名前 BNB Chain 員工部署了代幣 $ASTEROID，並在之後於出售大量持倉前，先累積了其大部分供給。

根據所披露的區塊鏈數據：

• 四個新建立的錢包購買了約 7.967 億枚 $ASTEROID，佔總代幣供給的 79.67%。
• 報告指出，合計取得成本約為 10,000 美元。
• 該等錢包其後賣出了約 7.188 億枚 $ASTEROID，換得約 1,103 $BNB，價值約 638,000 美元。
• 估計實現獲利約為 628,000 美元。

為何這很重要

如果所述調查結果屬實，該事件凸顯了與新推出代幣常見的多項重要風險：

• 代幣持有集中度極高。
• 代幣上線期間可能存在的內部人優勢。
• 初始代幣分配缺乏透明度。
• 當少數錢包掌控絕大部分流通供給時，價格操縱風險升高。

對投資者而言，這提醒人們，審視代幣分配、錢包集中度以及鏈上活動，與評估一個專案的敘事同樣重要。

截至撰寫時，這些說法是基於公開分享的鏈上分析。參與各方尚未發布任何官方調查結果或公開回應，用以確認相關指控。

免責聲明：此內容僅供資訊與教育用途，不應視為財務或投資建議。在投資新推出代幣前，請務必自行進行研究。

據報導：因涉嫌 Coldcard 錢包漏洞，$BTC 逾 3,800 萬美元資金移動

安全研究人員與鏈上分析師正在追蹤一則關於 Coldcard 硬體錢包的通報事件：據稱約有來自 500 個錢包的資金，已被轉移到同一個比特幣地址。

根據通報的鏈上資料：

• 約有 594.48 $BTC 被彙整進一個錢包。
• 轉移資金的估計價值約為 $38.2 百萬。
• 目的地址據稱以 bc1qnk…. 開頭。

若此消息獲得確認，這將是影響比特幣自我託管（self-custody）用戶的重大安全事件。

使用者應採取的行動

• 檢查你的 Coldcard 裝置或種子（seed）生成流程是否包含在上述事件中。
• 查閱 Coinkite 發布的官方安全公告，以取得正確的技術細節與緩解指引。
• 若你認為你的恢復種子（recovery seed）可能已遭到竊取或破壞，請考慮在安全環境中產生新的錢包，並將資金遷移至該錢包。

截至撰寫時，情況仍在持續發展中，且事件的完整範圍尚未被獨立證實。使用者在下結論前，應參考錢包製造商的官方更新，並搭配可信賴的鏈上分析。

免責聲明：本內容僅供資訊與教育用途，不應被視為安全或財務建議。請始終透過官方來源核實資訊，並遵循建議的安全最佳實務。

一名交易員把 875 美元在短短幾天內用 $MARSCOIN 變成了接近 797K 美元

在 BNB 鏈上，有一個錢包因從交易 $MarsCoin 產生約 910 倍的預估回報而引起市場關注。

根據鏈上數據：

• 初始投資：約 875 美元
• 購買：26.96 百萬枚 $MARSCOIN
• 賣出：15.87 百萬枚 $MARSCOIN，約換得 314,000 美元
• 剩餘持有：11.08 百萬枚 $MarsCoin，目前價值約 483,000 美元

依照這些數字，該錢包的總預估獲利約為 796,500 美元，約等於 910 倍報酬。

儘管這些成果令人矚目，但也凸顯了早期代幣投資高度非對稱的特性。雖然可能出現卓越回報，但也可能遭受重大損失，而且多數新推出的代幣從未達到這種表現。

鏈上分析能提供有價值的市場活動洞察，但僅一次成功的交易不應被視為可重複的策略，也不能當作未來回報的保證。

免責聲明：本內容僅供資訊與教育用途，不應視為財務或投資建議。在投資新推出的代幣之前，請務必自行進行研究。