东京下小雨

The White House: U.S. President Trump will host a cabinet meeting at 11:30 AM Eastern Time on Tuesday (0:30 the next day Beijing Time); and will issue an announcement at 2:00 PM (3:00 AM the next day Beijing Time).

MicroStrategy's first statement possibly indicating "selling coins"
MicroStrategy announced on December 1st, Monday, the establishment of a $1.44 billion cash reserve to "weather the winter" and for the first time acknowledged that it might sell Bitcoin under certain conditions (the company's executives stated that if its metric for measuring the relationship between enterprise value and cryptocurrency holdings, "mNAV," falls below 1, and the company cannot finance in other ways, then it will sell Bitcoin to replenish its dollar reserves. This statement is seen as a significant turning point in the company's strategy, breaking the long-held belief of its founder Michael Saylor's principle of "always buy and hold"). This strategic U-turn not only breaks its creed of "never selling coins," but is also interpreted by traders as a potential sell signal. This statement, coupled with the company's massive debt pressure, caused its stock price to plunge more than 12% during Monday's trading, with a cumulative drop of over 40% for the year, and Bitcoin also fell more than 4%.
Supplement: Meaning of mNAV: The core of this metric is to measure the market's "confidence premium" in MSTR company and its strategy. When mNAV is greater than 1, it means the company's market value exceeds the total value of its Bitcoin holdings, indicating that investors recognize its value beyond simply holding coins, such as its ability to finance efficiently and increase its Bitcoin holdings, which can increase the corresponding number of Bitcoins per share (BTC per share).

Today #ALPHA🔥 worn 1.89u, trading volume 3.3w
Mainly brush $ARTX , when brushing in the morning it was always around 0.24401, 0.24402 in the edge area. In this case, if using the reverse try not to hit 0.244, it's easy to get stuck, 0.2349 is a bit better.
The number of people is still very high, yesterday 242 points 6.4w shares were snatched in just one minute, yesterday 240 was just two points short and could only watch. High scores are still many, fortunately, I previously dealt with a wave of studios and four times the points for the local dogs, otherwise, I don't know how many people there would be now. The market is not good, let's just endure for now, waiting for a bull market to have good airdrops.

Tonight at #ALPHA🔥 airdrop RAYLS (RLS) launch
Funding of 25 million USD, the financing situation is good, and Coinbase's listing route will also add Rayls (RLS) on November 29, along with some Tether (according to Tether's announcement in November 2025, its investment focus is on digital asset infrastructure platforms in Latin America like Parfin. Although the investment subject is Parfin, this investment is indirectly related to 'Rayls', with specific information shown in the table below.), and it's still the hottest rwa concept this year, very likely to be #空投大毛 .

The Rayls project was established in 2024, as an EVM-compatible blockchain ecosystem, providing enterprise-level privacy, scalability, interoperability, and decentralization. It enables financial institutions to tokenize financial assets and real-world assets (RWA), use central bank digital currency (CBDC) for payments, and simplify cross-border foreign exchange and internal institutional payments. The hybrid architecture of Rayls combines private subnets of banks with public chains of DeFi. Financial institutions locally install Rayls nodes, connecting to a central hub for private transactions. These nodes connect to the public chain, enabling regulated asset issuance and global distribution.
The total fixed supply of RLS tokens is 10 billion, and its allocation scheme supports phased promotion from private networks to public chains and fully interconnected institutional settlements. The TGE will allocate 15% of the token supply, which is 1.5 billion tokens, with 22% allocated to investors, 11% to early developers, 17% to the core team, and 35% to the foundation treasury and community distribution.
Rayls states that it will not conduct OTC buybacks, and every transaction on the network will trigger automatic destruction, where 50% of the fee income will be immediately destroyed, and the other 50% will be used for the Rayls foundation community incentive wallet, to support validators, builders, and ecosystem development.
The heat on X is also quite good, with 381,800 followers.
Below is an overview of the investors.
The airdrop website shows a launch at 19:00, and those with high scores must pay attention; I wonder if I can get my 240 points tonight, it feels uncertain.
Recently, #ALPHA is hard to brush with low returns, $BAY has already lost four times, and just a few days ago, a $TIMI cut many people down; I hope a big #空投大毛 can come and help everyone recover.
#空投分享

Today #ALPHA🔥 has worn 1.7u, transaction volume 3.3w
Attention⚠️: $BAY four times the points are no longer available, don't make a mistake
Now, the only remaining high transaction volume for four times the points is $TIMI , this birth, I remember previously $BR harvested several times within a month, this birth harvested once in the first five days, possibly wanting to harvest twice within fifteen days, friends please be careful when brushing, try to brush small amounts and then reverse orders, don't get bitten by dogs, the airdrop earnings are low again, it can't be recovered, I'm now slowly brushing 260 one by one.

Tokenized stock trading volume is slowly taking off, but it seems that Binance Wallet hasn't listed my favorite, TSMC.
The big brother of the US stock market has been crazily draining the cryptocurrency circle this year; when will he bring the little brothers of the crypto circle along for some benefits?

November Airdrop Statistics for #ALPHA🔥 :
Total wear this month: 67.34u
Airdrop earnings this month:
$BAY earnings $62
$TITN earnings $25.7
tycoon earnings $19.3
gaib earnings $38.4
$BOB earnings $26.5
Total airdrop earnings: 171.9
Net earnings this month: $104.56u
For your reference.
Now there are about 225 points left; I am brushing 33,000 every ten days and 67,000 every five days to accumulate 260 points. Next, I plan not to brush 67,000 anymore, just 255 will be fine. Airdrop earnings will decrease, and I will first reduce some wear and wait for the market to improve. I have been brushing for several months now; previously, the earnings were low for a month or two and then improved, hoping it will be the same next.
Regarding account ban issues, I have never been banned. Possible factors that might affect the account:
Possibly unfavorable: I usually brush 260 slowly, not much going on normally, but if the trading volume exceeds 70,000, there will be face recognition. I often use a VPN. I have also changed my phone three times recently.
Possibly favorable: I created this account four years ago and had been playing on okx before transferring some to Binance this year for airdrop brushing. I am using a single account, often trading contracts and buying spot, frequently posting in the square (if there are new users, they can post casually every day, just recording how much wear was done today to boost activity).
Supplement: I used to not get any airdrops, and then I heard that iPhones are better for grabbing, so I switched to iPhone. This month, as long as I try to grab, I can get it, but there is a variable as Binance changed the airdrop claiming method to high scores and then slowly lowering the scores, which may result in fewer participants. I will continue to try for your reference.

Today #ALPHA🔥 wore down 2.37u, trading volume 3.3w, it should be the day with the most wear this month.
Yesterday's crash of $TIMI also gave people a feeling of sadness over the death of the rabbit and the fox. I have been brushing alpha for a few months, starting from $AR to now timi, each time it has trapped quite a few people. Alas, I am the fish on the chopping block, what can I do!
Here, I suggest everyone to make good use of reverse orders and not to force the brush, separate the time for brushing if it’s unstable. The airdrop yield is too low right now, and if you get trapped once, I don't know how long it will take to recover.
I saw many people bought timi coins yesterday because of KOL recommendations, and here I still advise newbies in the crypto world not to trust anyone. Even if you want to buy any coin, you should investigate the background, technical team, and financing situation of those coins carefully. With the information so developed now, don’t just jump in because of someone else's words; they are just making money from advertising fees and your losses.
The crypto world this year is also terrible, I have already shifted my asset focus to the US stock market, blocked all KOLs, and spent time looking at macro information about the US stock market. I only play with Bitcoin and mainstream coins, and first focus on making money in real life to accumulate funds. It feels much easier this way; otherwise, I used to have to look at all those news in the crypto world every day, which was really stressful.

Market attention is focused on the speech of Bank of Japan Governor Kazuo Ueda next Monday (December 1).
On November 29, the Nomura Securities research team clearly pointed out in their latest weekly report that the probability of a rate hike by the Bank of Japan in December has significantly risen from less than 20% last week to over 50%. (A rate hike by the Bank of Japan is often seen as a potential 'black swan' that could impact the cryptocurrency market, mainly because it can directly withdraw liquidity from the cryptocurrency market through mechanisms like arbitrage trading liquidation and global liquidity tightening. The table below can help you quickly understand the core logic and potential impact.)
Next Monday, if you pay attention to the speech, focus on the following two points:
1. First is the latest assessment of the spring wage negotiations. If Ueda makes positive comments about spring wage increases, the market may interpret it as a hint of a rate hike in December.
2. Pay attention to Ueda's latest views on Japan's core inflation. As of mid-November, Ueda assessed that Japan's core inflation "is gradually rising towards 2%". If Ueda raises his comments on core inflation, the market may interpret it as a hint of a rate hike.

Summary of Major Macro Events in the US Stock Market for December
1- Beijing Time December 1st 23:00, the US November ISM Manufacturing PMI data will be released.

2- Beijing Time December 3rd 21:15, the US November "little non-farm" ADP employment numbers will be released.

3- Beijing Time December 11th at 3:00 AM, the Federal Reserve will announce its interest rate decision; half an hour later, Powell will hold a monetary policy press conference.

4- Beijing Time December 16th 21:30, the US November non-farm data and unemployment rate will be released.

5- Beijing Time December 18th 21:30, the US November CPI non-farm data will be announced.

6- Beijing Time December 25th 02:00, US stocks will close 3 hours early due to the Christmas Eve, and there will be a market holiday for one day on Christmas.

7- Beijing Time December 31st at 3:00 AM, the Federal Reserve will release the minutes of the monetary policy meeting.

X- Trump may nominate a new Federal Reserve Chair in December

Today #ALPHA🔥 wear 2.01u, trading volume 3.3w
$TIMI crashed, didn't expect the project team to be so ruthless this time, starting to harvest leeks just a few days after going live, most of the alpha project team members are newcomers.
I saw someone reminiscing about the studio era, saying that the airdrops were good and plentiful during the studio period. The role of the studio, aside from boosting trading volume, is perhaps that it's a bit easier to boost the trading volume when you're doing it. Aside from that role, will the studio pump or create projects? The current airdrop returns are so low because there are too many people, and the market condition is poor. Which project team would pump the market and sell airdrops during such a time?
To put it bluntly, when there are too many people, it’s like this: scrambling to grab 50 yuan from Pinduoduo, a lot of people bringing friends and family for a day, going back and forth, let alone in September when that kind of pyramid scheme-style promotion brought in who knows how many people.

On December 4th, the SEC Investor Advisory Committee held a special meeting to publicly discuss the long-avoided issue of how "publicly traded stocks on the blockchain should operate." The SEC Commissioner had previously made it clear: tokenization does not change the nature of the asset, and tokenized securities remain fully subject to federal regulations. This meeting focused on the details of implementing this framework, such as control ownership, NBBO mechanism adaptation, and the feasibility of short selling. Nasdaq's "internal system" proposal is the most representative, where tokenized stocks share CUSIP codes, execution priority, and economic rights with traditional stocks, with the blockchain only replacing the backend ledger, while the front-end regulatory rules remain unchanged. Issuers still register according to the Securities Act, exchanges operate under the Exchange Act, and the DTC is responsible for delivery assurance, with trades still contributing to the national best bid and offer (NBBO). This meeting next week will determine how this trillion-dollar market will change traditional finance. Binance Wallet has already launched tokenized stocks issued by ONDO. To access tokenized stocks, go to Binance Wallet - Market - Tokenized Stocks. We hope for a good outcome from next week's meeting and that it will be safe and convenient to purchase US stocks.

November 29, #空投分享 GaiAi (GAIX)
GaiAl is a decentralized creative AI agent dedicated to building a new paradigm for on-chain visual creation, copyright ownership, and revenue sharing. In GaiAl, every image is an asset, every call is a collaboration, and every share generates revenue.
Funding of 5 million USD.
The number of followers on X is 63.2 thousand, with moderate popularity.
Maximum supply: 1B
Circulating supply: 164.16M
Contract address: 0xc12eFb9e4A1A753e7f6523482C569793C2271dbB
Everyone can now grab airdrops; after the time is released, you can first go to the website to check the shares. For example, today $GUA , starting from 256 shares, it's basically very difficult to get low-scored leftovers.
#ALPHA🔥

$ONDO Tokenized U.S. Stocks Overview
Binance Wallet can directly access the market - tokenized stocks - and then directly
enter the tokenized U.S. stocks issued by Ondo
by November 2025
Ondo Global Markets’ total trading volume (CEX+DEX+Mint/Redeem) has exceeded $1 billion, of which the Mint/Redeem trading volume exceeds $450 million. Currently, Ondo's tokenized asset TVL reaches $322 million, with assets having a TVL of over $10 million all being tokenized ETFs, and the highest tokenized stock being Alphabet Class A at $5.6 million.
The fundamentals are good, but note that the Ondo project team has not yet empowered the Ondo token, so purchasing Ondo coins should still be done with caution.
1. Security of tokenized U.S. stocks: The Ondo Global Markets platform adopts a model of issuing special purpose vehicles (SPV) along with U.S. registered custodial brokers: the underlying securities and cash are held by regulated entities, and daily position proofs are provided by independent third parties, aimed at achieving bankruptcy isolation and over-collateralization. Ondo Global Markets entrusts the underlying securities to regulated custodial brokers, with daily verification and proof conducted by third-party institutions (Ankura Trust). The platform will disclose daily/monthly/yearly reports and audit rhythms to enhance transparency.
2. Regarding dividends for tokenized U.S. stocks: Dividends, after withholding taxes, will automatically be reinvested into the token price; specific stock codes may be briefly suspended around the ex-dividend date or corporate actions (e.g., splits) to ensure accurate bookkeeping.
⚠️ Risks and Limitations to be Aware Of
1. No shareholder rights: Holding tokenized U.S. stocks means you receive the economic benefits of the assets (including capital appreciation and reinvested dividends) but do not enjoy traditional shareholder rights such as voting rights or participation in shareholder meetings.
2. Trading time spread: While nearly 24/5 trading is supported, market liquidity may decrease outside traditional U.S. trading hours (e.g., after hours, overnight), leading to a potential widening of the bid-ask spread for the tokens.
3. Geographic and eligibility restrictions: This service is currently primarily open to qualified investors or institutions outside of the U.S., and individual investors' eligibility to participate may be subject to local regulations.

As the selection process for the new Federal Reserve Chairman enters its final weeks, Kevin Hassett, the Director of the White House National Economic Council, is seen by President Trump's advisors and allies as the frontrunner for the next Fed chair.
A quick overview of his previous statements:
Hassett has clearly stated a "preference for a 50 basis point rate cut in December," believing this is a reasonable measure to hedge against economic risks. He also acknowledged that market expectations might limit the extent, instead advocating for "at least a 25 basis point cut," and predicting that the Fed will ultimately adopt this plan.
Hassett argued that an "independent central bank" needs to exclude partisan interference, but simultaneously admitted that his policy positions are highly consistent with Trump's demands. He has publicly stated multiple times that "if nominated by Trump, he would accept the position of Fed Chairman," and emphasized that his experience at the Fed would ensure a "seamless transition of policy adjustments."

November 27, #ALPHA Airdrop SUPERFORTUNE (GUA)
SuperFortune is an innovative information finance project aimed at deeply integrating traditional Chinese AI metaphysics with blockchain technology for cryptocurrency market analysis and prediction.
Maximum token supply: 1B
Circulating supply: 45M
In application: The Manta incubation project superfortune announced the launch of the 'Burn-to-Earn' token destruction activity with Four.meme and Junk.Fun: Users can destroy various tokens on the BNB Chain (including MEME, Rug projects, and illiquid assets) with one click, and the destruction amount will count towards their contribution, with future rewards of $GUA based on contributions.
Anyone who destroys assets issued by Four.meme will also receive additional rewards.
Project contract address (BSC): 0xa5c8e1513b6a08334b479fe4d71f1253259469be
Note ⚠️: $COMMON quadruple points are only available for one day, be careful not to get stuck, today's score of $BAY is relatively stable.
Currently, airdrop profits have significantly decreased; we need to save costs and optimize resources. We can't optimize now, everyone be careful when scoring, try to reduce being squeezed, and conserve resources.
#空投分享

Today #ALPHA wear 1.57u, trading volume 3.3w
Notice ⚠️: $AIO no longer has four times the points, don't make a mistake. $COMMON only has one day of four times the points left, be careful as the project party might come with a big waterfall, don't get caught.
Recently, airdrop returns haven't been very good, save costs and reduce expenses, we can't increase resources right now, so let's just save as much as possible, try to slow down the brushing, reduce wear a little, and minimize getting caught.

After the Federal Reserve stops tapering on December 1, the pressure in the funding market may further ease.
The Federal Reserve's cessation of balance sheet reduction (referred to as 'tapering') essentially amounts to 'blood transfusion' for the financial system, as its core logic in alleviating funding pressure lies in directly increasing the supply of the most fundamental and core currency in the market—bank reserves—thereby stabilizing key short-term interest rates.

November 25, #空投 Irys (IRYS) Research Overview
The Irys project was established in 2021 as a Layer-1 data chain that transcends existing Layer-1 models, designed specifically for AI. By combining a low-cost storage layer with a high-performance, EVM-compatible execution layer (IrysVM), Irys achieves data programmability.
In terms of financing: Three rounds of financing have been completed, totaling 18.7 million USD.
The supply of the IRYS token is 10 billion, with a circulation of 20% of the total supply. Of this, 30% will be allocated to the ecosystem, 9.9% will be allocated to the foundation, 8% will be used for airdrops and future incentives, 8% will be allocated to liquidity and launch partners, 18.8% will be allocated to the team and advisors, and 25.3% will be allocated to investors. Tokens held by the team and investors are locked for the first year. The official will distribute a 2% reward to validators/miners annually, halving every four years. In addition, 50% of execution fees and 95% of regular storage fees will be destroyed.
In terms of project applications: On-chain data developer Irys has provided solutions for the permanent storage of 100 TB of scientific research.
The popularity on X is decent, with 276,600 followers, hoping this can be #空投大毛 .
Note ⚠️: $AIO quadruple score only has two days left, based on past project #ALPHA birth levels, the waterfall is about to start, everyone be careful, given the current situation, getting caught once could mean a month's effort down the drain.
#空投分享