加密猫CRYPTOCAT

西联的老对手，开始发「能刷Visa的美元」

MoneyGram 9 月 10 日推出由稳定币支撑的 Visa 卡，先在哥伦比亚落地，合作方包括 Rain。用户可以把余额停在接近美元的形式上，出门按 Visa 刷，也能在网点取现。它不是给交易员玩的新币，是给汇款和出门消费用的。全球有大量人没有好用的美元账户，但有汇款点。

稳定币真正要赢的，是菜市场和机场，不是 K 线。卡片发得出去、商户收不收、到账快不快，比白皮书重要。

#稳定币 #汇款 #VİSA

不构成投资建议

Binance’s Bitcoin Trading Reserves Rise to a Nearly Two-Year High

According to CryptoQuant data: around September 2, the amount of Bitcoin held in Binance addresses was about 691,700 BTC— the highest since November 2024. At the end of August, it was roughly 687,000 BTC; at the end of April, about 617,000 BTC. Over more than four months, it increased by around 75,000 to 77,000 coins. Later, some Chinese reports also said it was “approaching 693,000 BTC, hitting a new two-year high.”

These coins are trading reserves, not idle inventory. When users deposit, it’s for trading and buying/selling, for contract margin, for collateral, or to allow market makers to cycle funds. When the platform consolidates wallets into a single pool and places reserve-related buys, the figures within the same set of addresses will also grow. As the numbers rise, it means the amount of Bitcoin available for immediate trades on the platform has become “thicker.”

With thicker reserves, when large orders come in and go out, prices are less likely to be pushed up or down instantly. Collateral and contracts can also circulate more smoothly. Bitcoin buying/selling and liquidations were already concentrated among a small number of platforms. Binance setting a stage high suggests that the trades are still getting executed here.

Another data firm, Glassnode, observed something different: after the rebound in late August, fewer people actually cash out on-chain, and those holding longer are not in a rush to sell. External coins did not rush in en masse.

The tradable supply has become thicker, and liquidity is better. This is a change in the order book, not a signal of price rising or falling.

$BTC
#比特币 #链上数据 #币安

Not investment advice

The broader market has fallen for four straight days, and Apple is up on its own thanks to its foldable screen

U.S. stocks’ three major indexes fell again on September 10, already marking four straight days of declines. Nvidia, Intel, and storage-chip makers are all slipping. Apple, against the trend, rose by about 3.5%. The market is still digesting the newly released foldable iPhone Duo. Its domestic (China) pricing isn’t cheap—Goldman Sachs has pegged this year’s shipment ceiling at over 30 million units. Samsung, meanwhile, mocked it, saying, “Isn’t this just my leftovers?” With chips expensive and interest rates high, the story of buying phones is easier to tell than the story of buying compute power.

Tech stocks aren’t one solid block. Hardware that can actually be sold tends to hold up better in the short term than “burn another round of cloud.” This is the same idea as in the crypto world: products you can use can better withstand volatility than narratives you can only talk about.

#苹果 #折叠屏 #美股

Not investment advice

Gold failed to provide a safe haven; silver fell even harder.

In the same night, spot gold dropped by nearly 2%, while silver fell more than 5%. According to the old almanac, when oil rises and war breaks out, gold should rise. This time, the trend ran the other way: wholesale prices were somewhat overheated, and the probability of rate hikes was pushed to around 70%. The dollar and U.S. Treasury yields rose together, and gold was first hit down by “higher interest rates.” Bitcoin also didn’t manage an independent move—it tracked risk assets lower.

In short: not every conflict can turn gold into a universal lockbox. Interest rates are tougher than headlines. If you want to hedge, first check whether U.S. Treasury yields are still climbing, and then decide whether gold and $BTC should be treated as the same basket.

#黄金 #白银 #避险

Not investment advice

Crude Oil Again Surges Above $100, Diesel Breaks Through $6

On September 10, both New York and London crude oil closed above $100, with a daily gain of more than 6%, marking the largest one-day rise in nearly two months. The national U.S. diesel average has, for the first time since records began, climbed above $6 per gallon. Attacks on Middle East routes and near the Strait of Hormuz are still intensifying; ships are not moving smoothly, so oil rises first. Once oil gets expensive, freight, airfares, and plastics will follow—inflation expectations are reignited. U.S. Treasury yields trend higher, and both stocks and Bitcoin get pressured together.

The link to everyday life is very direct: if gasoline is more expensive, it’s harder for interest rates to come down. In crypto, treat it as a “macro tax” for now—don’t expect that if oil rises more than Bitcoin, it will automatically be used like gold.

#原油 #通胀 #比特币 $BTC

Not investment advice

Can a Fruit Fly’s Brain Be Used to Trade Bitcoin and Make You Rich?

An online rumor claims there’s an experimental entertainment project: connect simulated signals from a fruit fly’s brain to a reward/punishment loop. If it’s profitable, it stimulates dopamine-related neurons, and then—via an interface—places orders to buy and sell bitcoin.

The author themselves only poses a question: could this “fruit fly” become rich? It can’t become a fund manager, but it shows that the trading channel has become so cheap that: any system capable of outputting signals can be plugged into the order-placement process.

Just for entertainment, sure. A fruit fly has no judgment—only pre-wired excitation and inhibition. Handing trading authority to an un-audited automated program is the same kind of risk as handing money to a lab insect.

$BTC
#Aİ #脑科学 #奇闻

Not investment advice

The movie theater owner and the brokerage, fighting over an on-chain stock

AMC CEO Adam Aron has denounced the AMC tokens on Robinhood as “synthetic equity” and “disgusting,” demanding they be delisted. In response, Vlad Tenev of Robinhood said: publicly listed companies shouldn’t have a veto over securities where their stock is referenced by third parties. Both sides are old faces from the 2021 meme-stock narrative. What they’re arguing now is: whether tokenized stocks actually count as your stocks. After AMC’s real shares surged in line with the headline, they quickly fell back, while Robinhood’s share price barely moved.

This isn’t a fight over sentiment—it’s about control: whether a company can prohibit others from issuing chain-based tickets that map to it. Just because a mapped asset is tradable doesn’t mean it grants voting rights, doesn’t mean it grants dividends, and doesn’t mean the court recognizes you as a shareholder. bStocks is moving in the same direction too; product claims matter more than slogans.

#Robinhood #AMC #代币化股票

Not investment advice

Stock memes season—winners revealed on September 11

BNB Chain’s “BNB Stonks Szn” Week 1 prize pool is about $400,000, with a total claimed pool of $4 million. The rules apply to memes paired with bStocks, scored based on position size and holding duration, with penalties for selling mid-way. The official X will announce on September 11 at 23:00 (UTC+8) the winning memes for Week 1, the HODLer Index, and the airdrop amounts. Rewards will be sent directly to eligible wallets, with BNB used for valuation. Flap has also just opened trading with any pricing asset; RWA, blue chips, and memes can all be used as quote assets.

This is an exchange ecosystem literally using real funds to “farm” stock-meme hype. What’s fun is the trading intensity; what’s dangerous is wash trading around the time the leaderboard is published. You can farm the airdrop, but it’s not enough to treat a one-week season as fundamentals.

$BNB
#BNBChain #Stonks #迷因

Not investment advice

Samsung says a line: “Warm leftover food,” and even Durex jumps in with a foldable meme

On September 9, Apple releases its first foldable-screen iPhone, the iPhone Duo. Its new CEO, Ternus, makes his debut. Samsung immediately posts a flurry of messages on X: “So far, it’s still the same old stuff” and “When you’ve heated our leftovers, let us know.”

Motorola, Duolingo, Durex, and AmuseMilk all hop on, turning folding, dual-person use, and opening/closing into jokes. Samsung has been selling foldables since 2019. Apple arrived seven years late; engineering-wise, it might have managed to make the crease disappear, but in marketing, it has handed over the “copying homework” talking points to others.

The traffic password isn’t in a spec sheet—it’s who first sets the tone for the launch. Apple wins on its supply chain and fan migration; Samsung wins in the comment section. A machine starting at $1,999—the real fight is whether it’s “worth buying another one” just to get rid of one more crease.

#苹果 #三星 #折叠屏

South Korea plans to send AI data center facilities to the United States first

According to a Sept. 10 report by The Wall Street Journal, South Korea is close to announcing more than $100 billion in U.S. energy investments. The plan is aimed at up to eight nuclear power plants plus one natural gas project, serving U.S. artificial intelligence computing capacity.

This is a deliverable tied to the implementation of the October 2025 tariff agreement: the U.S. side reduces most tariffs from 25% to 15%, while South Korea commits to $350 billion in investment in the U.S., and additionally purchases $100 billion in energy. For the previous seven months, almost nothing had been implemented. After the U.S. expressed dissatisfaction, negotiations were accelerated again. The window for implementation was announced to be earliest in the following week, and the details may still change.

Electric power is the hard constraint in this AI wave. Data centers aren’t competing over slogans; they’re competing over grid connection and long-term electricity prices. The transmission to crypto is indirect: compute costs, mining hardware, and AI narratives will all breathe together.

#Aİ #能源 #韩国

Meme coins can enter an ETF—still, they may end up getting liquidated

On September 10, Bitwise announced it would liquidate its spot Dogecoin ETF (ticker: BWOW). The product is scheduled to be listed in November 2025. During its first week of trading, it saw about $3 million in volume, but it never came close to that level again. Recently, its size dropped to under $1 million. The expected final trading day on the NYSE is October 14, with October 22 set for net asset value cash redemption. The company’s line is that it’s an effort to optimize the product lineup; more bluntly, even with lower fees, if there aren’t ongoing subscriptions, you can’t keep a fund alive.

A spot channel can be used to package meme coins, but that doesn’t mean the meme can sustain the channel. $DOGE itself is still being traded on the exchange—the one that’s being shut down is this specific packaged product. When it comes to “institutional themes,” look at who is still alive and whether the scale is still expanding. Don’t treat “used to be on an ETF” as a permanent pass.

$DOGE #ETF #Bitwise

RWA holder count: BNB Chain ranks first

According to data compiled by randgroup around September 9, RWA.xyz shows that on BNB Chain there are about 1.41 million real-world asset holders, exceeding Robinhood’s 1.15 million and Solana’s 450,000. Being #1 in number doesn’t necessarily mean being #1 in scale, but it indicates that tokenized stocks, funds, and bonds have already become “opened accounts” on this chain—not just a few big whale wallets. In Binance’s ecosystem, bStocks, on-chain US stocks, and zero-fee stablecoins overlap within the same time window; it’s not surprising that the number of accounts gets pushed up.

Holder counts are easy to boost, while scale is hard. Next, what matters is whether these addresses have made follow-on subscriptions and whether they’ve pledged those positions as collateral—not issuing yet another ranking-poster-style chart. $BNB itself has been retracing along with the broader market these days; for now the narrative and the token price are temporarily out of sync. Don’t treat the holder leaderboard as a short-term trading password.

$BNB #BNBChain #RWA赛道 #bStocks

Binance has scheduled the delisting of USDP

Binance announcement on September 10: On September 24, 2026 at 11:00 (UTC+8), Binance will stop all spot trading of Pax Dollar (USDP) and cancel existing orders. Flash swaps will be delisted one hour earlier. Follow-trading, wealth management, payments, mining pools, and other services will be shut down in batches from September 11 to 24. After September 25 at 11:00, top-ups will no longer be credited. Withdrawals will be available until November 24 at 11:00; afterward, the platform may convert remaining balances into other stablecoins as appropriate.

This is token-level exit, not dismantling a single trading pair. The stablecoin sector will only keep those with sufficient depth and clear liquidation pathways. If you still have USDP in your account, handle the conversion or withdrawal according to the schedule—don’t wait for the automatic order cancellation and any potential forced conversion.

#币安 #USDP #稳定币

Not investment advice

#CPI数据来袭能否触发9月加息

The CPI is the final step before the door opens, not the starting gun

The U.S. August CPI will be released on September 11 at 20:30 (UTC+8). This is the last inflation report before the September 15–16 FOMC meeting. The consensus is roughly: headline month-over-month around 0.4% and year-over-year around 3.4%; core month-over-month around 0.2% and year-over-year around 2.4%. The starting gun has already gone off—on September 10, the PPI came in a bit hot; oil prices moved above 100; and CME pricing for an additional 25 bps in September was pushed to around the 70% range. Tonight feels more like the final step: confirm the path that has already been laid out, rather than deciding from scratch whether to add a hike.

If core MoM holds at 0.2%, it’s just a nod to the script, and markets may twitch and then return; if it prints 0.3%, rate hikes move from “likely” to “hard to skip.” The rise in overall inflation driven by gasoline can be explained away; Waller’s vote is truly focused on core services and air tickets. Citi is betting on a cooling trend and holding back, while BofA is betting on a warmer print and leaning toward more hikes. The disagreement is stuck on this 0.1 percentage point.

For $BTC and gold, I don’t treat them as symmetric trades. Hot data hits risk assets first; cold data also doesn’t automatically mean immediate liquidity easing. The rate corridor is still at 3.50%–3.75%. A one-time 25 bps change adjusts the discount rate—it’s not a bull-bear toggle switch. First, see how the U.S. dollar and the 10-year Treasury yield are priced; then look at subscription/redemption flows for spot ETFs on the second trading day. In terms of positioning, I’d rather scale in on pullbacks after overheating and follow the mainstream—won’t bet on a single K-line around the release moment.

#CPI #美联储 #BTC
Not investment advice

Elon Musk:

In 5 years, the world will be turned upside down completely……Don’t worry about those ridiculous things now……

Exam prep, degree battles, education performances——all of it will become meaningless……

The “workplace relationships” you’re worried about right now will seem completely absurd……

That never-ending hellish rule of “clenching your teeth and enduring humiliation to keep working” will end in just 5 years……

Don’t waste your energy on these ridiculous days and fall into despair—we’re in an extra phase, filled with anticipation for the moment when the world’s noise turns the world upside down……

In 2030 or 2031—within the next 5 years—AI will surpass the intelligence of all humanity……

$BNB

Social experiment wraps up, Coinbase wallet name changed back again

On September 10, Coinbase changed the Base App back to Coinbase Wallet. In July 2025, it rebranded its self-custody wallet as a “universal app,” bundling social, mini-apps, chat, and payments. Armstrong previously acknowledged that the social experiment didn’t really work out, and the product pivoted toward trading.

The new version emphasizes multi-chain trading: Base, Solana, $BNB Chain, Robinhood Chain, Monad, and more—over a dozen chains—plus perpetuals, prediction markets, and tokenized stocks. The chain is still called Base, while the app has been renamed to a wallet again. Balances aren’t affected by the rebranding.

The takeaway is pretty blunt: users come to the wallet to place orders—not to open a new social circle. Whoever turns the entry point into an exchange stays; if you make it social, you’ll have to take the sign down after a year.

#Coinbase #base链 #钱包
Not investment advice

ZEC went from a squeeze to giving back

A week before, privacy coins were still locking in supply through a Grayscale spot ETF (ZCSH): the fund’s size reached about $500 million within two weeks, taking away roughly 3% of the circulating supply. Around September 10, the broader market weakened. Before the September 11 CPI, the single-day drawdown exceeded 13% with $ZEC , and the price fell back from near the phase high to around $1,000. Open interest on the contracts had already been stacked very high. Even after the short whale was at a loss, there were still records of adding positions—both sides traded with leverage.

An ETF can pull supply out of exchanges, but it can’t remove macro factors and crowded trading. When an independent trend forms, it can go against the market; after it becomes crowded, drawdowns are often steeper than the broader market. The theme is still there, but position sizing should be based on volatility—don’t assume that “having been in the top ten” means it can’t fall.


$ZEC #ZEC #隐私 #ETF do not constitute investment advice

LAPTOP launches for a day, and the narrative ends up punching through itself

Memes related to Hunter Biden: $LAPTOP launched on Base on September 9. The meme traces back to that 2020 laptop, and it even air-dropped straight at the people who have been down $TRUMP . After listing, it quickly pulled back about 99% from the highs. The team then blamed the robots, and there are already six-figure loss records in the venue. Total supply: 1 billion coins; circulating disclosure: about 350 million. The half-life of political memes is measured in hours: the topic is hot, but that doesn’t mean the market can absorb the sell pressure.

The point isn’t “who endorses it,” but the issuance structure. When the founding team has a high share and the narratives fight each other, the one left holding the bag is always the last person to enter. You can play with the meme—size your position as entertainment only, and don’t treat a surname as liquidity.

$LAPTOP #meme #BaseChain #模因
Not investment advice

CLARITY · September 15 Senate Procedural Vote

According to the publicly posted schedule of the U.S. Senate, a procedural vote on the “cloture” motion—i.e., the end of debate regarding the “Clarity for the Digital Assets Market Act” (CLARITY Act, H.R.3633)—is scheduled for around 14:15 p.m. U.S. Eastern Time on September 15, which corresponds to about 02:15 a.m. in the Eastern Eight Time Zone on September 16. The Senate Daily Press also notes that the cloture motion will mature on the afternoon of September 15, marking an important timing node in the session.

This vote requires the standard 60-vote threshold. The key question is whether it can open the floor for full debate, not whether the bill is ultimately passed. Even if cloture succeeds, subsequent steps still include further debate, amendments, and separate final passage votes. If the threshold is not met, the legislative timetable for advancing market-structure-related bills will likely slow down again. Records on the Congress website show that the relevant cloture motions were previously filed in the Senate and are already pending for a vote.

For mid-term pricing expectations of major assets such as $BTC and $ETH , this is a key regulatory calendar event in mid-September. The outcome will affect whether “U.S. crypto market-structure legislation” can move into substantive consideration. However, there remain multiple legislative and negotiation hurdles before it can be formally signed into law. In the short term, price reactions often occur ahead of the final legal text being issued, so it is advisable to distinguish between procedural votes and final legislation.

#CLARITY #监管 #加密法案 do not constitute investment advice

The Binance button game has started
Tap it—if the countdown lasts for 60 minutes, you can win 30 BNB

Rules: Tap to start a countdown from 60:00. If someone taps again in the middle, it resets. Whoever can reach 00:00 without being interrupted takes it. Longest duration: 30 days. If nobody manages to reach zero before it expires, the rewards will be distributed based on the closest time to 00:00, with any ties split equally.

How the number of entries works:
Complete KYC. Default 3 times for new users. To get more entries: deposit at least 15 U, or your first spot/convert transaction reaches 25 U, +2 trading tasks (you can do them again every 4 hours): spot/convert reaches 100 U, or futures reaches 500 U, +2 times. +2 times for tapping【Share】every day to invite friends, +2

Register on Binance: https://binance.com/zh-CN/join?ref=BN985

Event page: https://www.binance.com/zh-CN/game/button/30BNBButtonGame?ref=BN985

Reminder: Everyone on the whole site is fighting for the same button—there are many people. It can be reset at any time during the 60 minutes. Your chance of winning is very low. Just treat it as a game.

#BNB #币安