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In this cycle, every time Bitcoin reaches a temporary high, it has basically been concluded with a round of MEME frenzy.

Conversely, without #比特币 rebounds, there wouldn't be a decent MEME market.

The logic is actually very clear:

Bitcoin rebounds ➜ MEME takes off ➜ Bitcoin's momentum wanes ➜ MEME recedes.

From January's AI narrative, June's BONK, to October's BSC, those waves are all amplified versions of the same rhythm.

This kind of large-scale MEME liquidity tide comes roughly every three to four months.

So in my opinion, Bitcoin being sideways and weak right now is actually a good thing.

This means that the February market around the Spring Festival is becoming more and more worth waiting for.

We have seen this rhythm of washing every few months, round after round, too many times.

As long as you don't box yourself in with bull-bear theories, your mindset will be much easier.

Take a big wave, rest for a few months, then take another wave,

It's much more enjoyable than torturing yourself by staring at hourly K-line charts every day.

The editor of Binance Square has started playing with memes again.

The image posted shows #客服小何 , but the result CA is a bit of a mess, and the combination clearly aims to attract traffic from both sides.

So before the big sister took office, she was busy cleaning up Alpha's machine numbers, and after taking office, she started checking for internal spies.

But the problem is that such things can never be completely caught; it's basically a bottomless pit.

#何一

Today is the third airdrop #币安ALPHA #Talus Network ( #US

1. Project Narrative: Talus is a leading decentralized AI agent infrastructure that helps developers launch profitable AI agents and promotes Prediction AI and AvA game modes through the Nexus protocol.

2. Launch Time: Unknown
Multiple CEXs (Binance Alpha, Bitget, Gate, etc.)

3. X:@Talus_Labs

4. Ca
SUI: 0xee962a61432231c2ede6946515beb02290cb516ad087bb06a731e922b2a5f57a::us::US

5. Token Economics
Total Token Supply: 10 billion
Initial Circulation: 2.2 billion (22%)
Community and Ecosystem: 30%
Team: 22%
Institutions: 20.5%
Foundation: 20%
Airdrop and Early Incentives: 7.5%

6. Team
Talus Network has completed over 10 million USD in financing, with the latest round strategically led by the Sui Foundation and Walrus Foundation, along with support from top institutions like Polychain Capital.

Evaluation
Financing institutions background Sui Foundation, South Korea is one of the important markets
Seed 3M + Strategic 7M = 10M, allocating 20.5% to institutions, cost about 0.0048U
Talus Network (US) currently has not officially generated a trading price on exchanges, no real pre-market price
Good project, can lead, five-star recommendation
Expected to be a major player

There are quite a few airdrops today. Today #Binance ALPHA has an airdrop #Cysic ( $CYS

1. Project Narrative: Cysic is a full-stack computing network aimed at turning GPU, ASIC, and computing resources into liquid and profitable assets. Its products include the ZK proof layer Cysic Network, Cysic hardware (GPU, ZK Air, and ZK Pro), and Cysic AI.

2. Launch Time: 16:00

3. X:@cysic_xyz

4. Ca
BSC 0x0C69199C1562233640e0Db5Ce2c399A88eB507C7
BASE 0x19e8d59ff3D7A31289e0Dc04Db48d43b02c7ffa6

5. Token Economics
Total Token Supply: 1 billion
Initial Circulation: 160 million (16.08%)
Ecological: 40.19%
Institutional: 23.62%
Airdrop and Liquidity: 16.08%
Team: 12.11%
Foundation: 8.00%

6. Evaluation
Financing Pre-A round 12 million USD, seed round 6 million USD
Distribution of 23.62% tokens, cost about 0.076U
The financing institutions are quite strong, with investment from HashKey, OKX, and Polychain
The pool price is 0.2U, conservatively looking at 0.3U, strongly looking at 0.5U (5 times).
Claimable index five stars, expected medium to high gross.

Do you remember a few months ago when the statue #中本聪 was thrown into the water?

Now the New York Stock Exchange (NYSE)

has become the installation site for the sixth Satoshi Nakamoto "disappearing" statue created by artist Valentina Picozzi.

The statue was installed by the Bitcoin company Twenty One Capital,

and artist Picozzi stated on her Satoshigallery account that having the statue installed in such an important location is "shocking," saying, "Even in our wildest dreams, we never thought we would place a statue of Satoshi Nakamoto in this location."

Picozzi originally planned to install 21 statues worldwide, and with the one that was previously thrown away, 5 have now been installed in Switzerland, El Salvador, Japan, Vietnam, and Miami, USA.

#拼多多 Why is it so awesome? Just look at the personnel configuration at the top levels. Is this playing the American way??

This is directly transferring the government's core team into the company.

Since the advent of prediction markets, the truth is always revealed in advance.

Time magazine's "Person of the Year" is the "Architect of Artificial Intelligence."

#美联储降息 , "Insert Pin", the market basically follows the script.

After the interest rate decision is announced, three points can be captured:

1. What is the decision conveying?

For the third consecutive time, the interest rate is lowered to 3.50%-3.75%, but the dot plot almost seals off the easing space for 2026.

Removing "low unemployment rate" and adding "downward employment risks" means that the policy focus shifts from inflation to employment.

9-3 split: 1 person wants a larger rate cut, 2 want no cut, internal consensus decreases → future policies will more easily sway with data.

2. What is the $40 billion treasury bond purchase?

It is not the start of a new round of QE. The purpose is to stabilize short-term rates, replenish reserves, and prevent volatility in funding at year-end.

Practical effect: supports liquidity but does not enhance easing expectations.

3. How will the market move next?

Baseline: fluctuating upwards, but slowly rising with many retracements.

Rate cuts + reserve operations support valuations, short-term risk appetite can easily ignite.

However, the ceiling on the 2026 space suppresses expectations, and the market will rely more on earnings rather than storytelling to boost valuations.

Two possible paths may emerge:

Soft landing: slow index rise or high-level consolidation, strong large caps, and reduced elasticity in small caps and high-valuation themes.

Stagflation tail: index surges then falls back, sector switches faster, cash flow and defensive assets take precedence, with greater volatility in growth stocks.

Tonight, there is a high probability of interest rate cuts, and this is also Master Bao's last time standing in the spotlight. I hope he can leave some good words.

In a few days, we will have to start getting used to the voice of the new chairman.

The follow-up to Blue Battle Non is here

The one who kidnapped and extorted Blue Battle Non was actually a member of Blue Battle Non's friend group

😂

#哈基米 Hakimi Hakimi

It is said that the first batch of pre-sales has already sold out. Is this the power of Hakimi?

If you want to understand the current listing logic of #BSC , it can actually be summarized in one sentence:

Follow closely #何一 , #CZ

Since He Yi became CEO, her voice has actually evolved from internal consensus to a market anchor point.

The current BSC narrative resembles a decentralized celebration driven by centralization.

A joke, a misspelled word, a live broadcast slip of the tongue can all be translated by the market into a major theme of millions in liquidity.

1. Emotion, narrative, and the closed loop of listings
Today, Alpha listed $DOYR , which is a typical case.

Its original narrative was Do Your Own Research; He Yi even accidentally misspelled it.

First, it cannot be denied that this is a very catchy meme, and the misspelled letters make this narrative more playful.

This is the most authentic underlying logic of BSC today; narratives do not grow naturally but are driven by emotion.

2. The market has never asked us to judge logic
Even though many criticize Binance's current logic for listing Alpha, we only need to know one thing:

The market has never asked us to judge logic; it wants you to seize the moment that can make money.

A logic that can earn money is good logic.

While we need to reflect on the pros and cons of Binance's listings, we need to analyze and draw experiences from it.

3. Why are high-consensus memes difficult to ambush?
The stronger the consensus meme, such as “#Binance Life, #Hakimi, #1, #Binance ID,” many memes related to Binance's own business development are likely to be postponed for listing.

The reason is simple: a strong consensus means that no players are forced to make mistakes, which leaves no room for liquidity overflow.

Everyone is waiting, so there is nothing to play with.

What Binance needs is: a cycle between listing—liquidity—user emotion that can continue to operate, rather than just hitting the peak once.

4. What is truly worth ambushing?
It’s not the meme with the highest consensus.

It’s the narrative related to CZ and He Yi, but without a unanimous expectation from the public.

This kind of weak consensus, strong direction, and strong symbolism meme has the highest cost-effectiveness.

A low consensus means a lower entry cost in the early stage, and being related to CZ/He Yi means the narrative can naturally spread; no one all-in in advance indicates less interference, making it easier to develop independent market conditions.

If Binance wants to list, the cost should be minimal, and the effect should be the best; this is the true hidden alpha of BSC listings.

$DOYR has entered ALPHA, and I think we need to consider a question

While enjoying the liquidity brought by #BSC ,

When will the meme of #BSC be cracked, the dilemma of alpha, contracts, and spot trading?

Is it more important to have a strong intervention waterfall, or is it necessary to continuously support the community and the self-driven culture and narrative of memes?

Strong interventions can solve liquidity problems in a short time, creating signals and media topics, but what they bring is not foundational

The waterfall offers an instant wave, while community culture and narrative provide the tides

For memes, only by combining the short-term impact of waves and the long-term pull of tides can BSC possibly transform from a one-time explosion into sustainable returns.

Today at 6:10 AM Eastern Time, Trump will officially announce the next chairman #美联储 .

Currently, the highest odds are on Kevin Hassett.

If he really takes office, it would basically be completely good news for risk assets and the U.S. stock market.

This guy is genuinely a super dove.

Even though #鲍威尔 's term does not end until May of next year, once the new chairman appears,

everyone will only listen to what the new chairman has to say. The market will react to what the new chairman says,

and not really react to what the current chairman says.

And a cough from Hassett could make the market start pricing in advance.

#马斯克 Really going to build a Musk city in space🫢🫢

In the past decade, whenever people mentioned Musk, they felt he was a crazy sci-fi enthusiast: building rockets, launching Starlink, and shouting about colonizing Mars.

But starting at the end of 2025, everyone finally realized that Musk is not just dreaming sci-fi dreams.

#SpaceX plans to IPO in 2026, targeting a valuation of 1.5 trillion dollars, with a fundraising scale exceeding 25-30 billion dollars.

This money will be used to build data centers in space.

Space data centers mean that computing power is no longer limited by Earth's power grid, and data is no longer subject to ground national regulation.

For the first time, humanity is moving the digital world out of Earth, and space will gradually become Musk's sovereign boundary.

Composition of SpaceX:
Transportation system to space (Starship)
Network and communication (Starlink)
Computing power and storage (space data centers)
Energy acquisition (interstellar solar)
Automated production (Tesla robots)
AI systems (Grok / xAI)
Social systems (X social network)

The IPO of SpaceX may be the largest city migration plan we will witness in human history...

December is likely to be #降息 , so following Powell's past practices—dovish resolutions, hawkish speeches—it will probably still be that set of combinations.

But the key question is: how much impact does the speech of #鲍威尔 have on the market now?

Historically, as soon as the name of the new chairman starts being traded by the market, even if they haven't taken office yet, the influence of the current chairman will automatically be discounted. So even if he continues to be hawkish, the market may not respond, and prices may not necessarily fall.

So humorous, recently Sun's WeChat was hacked,

now He Yi's WeChat has also been hacked

Currently shouting memes

Beware of risks, don't take the bait

1. #bsc Why is it difficult to replicate the momentum of September and October?

1. Insufficient liquidity, weak market
The market in September and October is fundamentally a strong market with continuous inflow of new money.

Now the overall liquidity has decreased, and the incremental growth of #BSC has naturally dried up.

2. Binance cannot continuously promote MEME.

MEME is just a temporary growth weapon for exchanges. It is not a long-term strategy and cannot be promoted long-term.

This year, Alpha, booster + MEME (#币安人生 , #哈基米 , etc.) have already brought enough miraculous traffic to Binance.

However, MEME itself has no value; it cannot become a "platform-level evergreen tree." Binance ultimately still needs to find a bigger, more stable, and more sustainable story to attract money.

2. Why has BSC's MEME changed while playing?

Because the vast majority of people feel that BSC's MEME is not about on-chain consensus, but about exchange recognition.

The endpoint of the project is almost predetermined: go to Alpha → go to contracts → go to spot.

This is the script for the glorious life of the project.

What drives the project's progress is not the community, not culture, not faith,
but whether it can be seen by cz He Yi. This is path dependence. BSC's MEME is kidnapped by the expectations of the exchange.

Therefore, the holding experience is getting worse. It's not that we lack vision; it's that the entire ecosystem is constrained by the exchange.

3. So, what should retail investors do?

First, we need to understand why Solana can repeatedly create miracles?

Because Sol's MEME is completely in the opposite direction of BSC. Sol's market value is driven by the community, not by sudden listings on Alpha or contracts.

A meme, a narrative that can be repeatedly chewed over, a group of resonating people can elevate market value from millions to billions. The more imagination the community provides, the further the project can go.

This ecosystem is a true on-chain market economy. Projects do not wait for approval and do not look to exchanges for validation.

In BSC, we must recognize reality and not bet all our chips on whether or not to get listed. MEME driven by listings is essentially a secondary review system; once the path is locked, the ceiling is very low.

In Sol, pay more attention to community projects that rely on narratives and culture to launch, which do not depend on approvals, do not look at tracks, and do not wait for exchanges, making it more suitable for retail participation and easier to achieve large multiples. For example, $Franklin

Trump vetoed the ban on chip exports, changing it to "allow sales of H200 but with a 25% commission," which is actually a cunning strategy that kills three birds with one stone.

By allowing the next-tier chips, it stabilizes the revenue for American manufacturers.

The H200 may not be the most advanced, but it is still highly attractive to China. Once released, NVIDIA, AMD, Intel, and Broadcom could sell at least 50 to 60 billion dollars more per year.

The U.S. government takes a direct 25% cut, effectively a "post-tax dividend."

This means about 15 to 20 billion dollars in fiscal revenue each year, which is almost a no-cost gain.

The most crucial point: it slows down the pace of China's domestic replacement.

Domestic high-end computing chips are nearing the performance of the H200, and if the ban continues, Chinese tech companies will have to fully switch to domestic chips, which would actually accelerate their catch-up.

Now, once the H200 is released, Chinese large model companies will prioritize purchasing American products for efficiency, reducing high-end orders and slowing down the iteration speed of domestic chips.

There has always been a rule in the U.S.:

"As long as the technology is catchable by China, it won't be banned."

The H200 still has significant advantages (bandwidth, interconnect, ecosystem), posing an overwhelming temptation for leading AI teams, with a greater impact than sanctions.