When the crypto market is getting colder, you should do one thing: build your own watchlist
Have you noticed a very obvious change recently? There aren’t many people chatting about coins in WeChat groups anymore, and it’s also quiet on X. Before, all day long it was “which coin is about to take off” and “which project will do 100x.” Now, there are fewer people talking in many groups. A lot of people no longer want to watch the charts or research projects. But I actually feel that at this time, there’s no need to rush to exit. Because the market right now feels like a shift from “everyone trading coins” into a stage of re-screening projects. On August 13, BTC was still around $630,000, ETH was under $1,900, and there hasn’t been a clear overall altcoin bull season. Recently, the capital has also been clearly more tilted toward large-cap assets, and the overall performance of altcoins is still relatively weak.
In 2026, should you still believe in the “Bitcoin four-year cycle”?
In the past, when people traded Bitcoin, they would look at the halving, wait for the bull market, wait for the top, and then wait for the crash. Time has come; the market seems to always repeat. But by 2026, if you’re still using “which year since the halving” to judge the market, you’re likely to miss a bigger shift: Bitcoin’s cycles haven’t disappeared, but the people who decide those cycles are changing. Back then, it was retail investors. Now it’s increasingly ETF, funds, listed companies, and professional capital. These two types of capital are playing completely different games. --- ### In the past, why did Bitcoin have such a cycle? The logic is actually very simple.
CZ’s latest judgment: the crypto industry’s coldest time may already be over
On August 27, CZ spoke at a Binance Life book community event in Hong Kong for more than an hour. This time there isn’t anything like a huge insider reveal, and no one’s calling which coin will rise by how much. But there are a few judgments inside, and I think they’re more worth the attention of people in the crypto space than signal-trading tips. Especially this line: “People who are still starting businesses in this industry should be just about right—they’ve made it through the coldest part of this winter.” If this line hadn’t been said by an ordinary KOL, but instead by CZ after going through Binance, the bull-bear cycles, and even prison, then its weight would be different. More importantly, he also gave his own answer about the directions that genuinely have a real chance in the next stage.
Kite AI: A dedicated settlement track for AI Agents—Is it a real need or just high FDV hype?
As AI evolves from a mere “conversation tool” into an autonomous “Agent intelligent entity,” a key contradiction becomes increasingly prominent: how can AI entities conduct frequent, micro-amount, cross-border autonomous settlement and identity verification? This is the battleground where Kite AI (@GoKiteAI) steps in—building a Layer 1 infrastructure specifically designed for the economic ecosystem of AI Agents. In-depth dissection of the protocol’s technical architecture, core advantages, and structural risks: I. Core Architecture: Redefining M2M (machine-to-machine) finance PoAI (Attribution Intelligent Proof) mechanism Unlike traditional POS that only rewards nodes for recording transactions, PoAI anchors economic incentives directly to the genuine contribution of AI data, model training, and Agent task completion, forming an on-chain AI value closed loop.
The wife gives it to someone else ❌, the money goes to someone else to spend, and the property development goes unfinished for someone else. Xu JiaYin is the true practitioner of decentralization.
#SNDK $SNDK SNDK Yesterday -9%, and today it's pulled back a bit. Chasing the rally makes me worry about getting trapped in a loss; trying to bottom-fish makes me worry about catching a falling knife. Do you think it can rebound strongly and reverse tonight?
Recently I’ve been paying attention to @TermMax #TermMax. What draws me in is that it combines leveraged trading with on-chain liquidity—it’s not just a simple trading entry point. As on-chain derivatives become increasingly competitive, projects that can truly stick around still have to be judged by product experience, liquidity, and user scale. Whether TermMax can actually deliver on these advantages going forward is something I think is worth continuing to watch.
When U.S. stocks start going on-chain 7×24, how much advantage will CEX still have?
One day, you can’t sleep in the middle of the night, and suddenly you want to buy Nvidia. Before, you could only wait for the U.S. stock market to open, find a broker, place the order, and then wait for settlement. But what if, in the future, stocks have already become on-chain assets? Open your wallet, swap a bit into stablecoins, and buy NVDA directly. You can trade even on Saturday night, use it as collateral, lend it out, and even go straight into DeFi. At that point, the real question isn’t whether “U.S. stocks can be put on-chain,” but: When traditional assets start to have Crypto-style trading, what can a CEX rely on to keep users? This isn’t just a matter of imagination anymore.
Crypto is changing seasons: old narratives fade away, and the next round of opportunities belongs to who?
Over the past few months, many crypto traders have had a clear feeling: The market isn’t as crazy as it used to be. Back then, when you opened X, every day was a new wealth-making code. How many billions did so-and-so project raise in funding? Some token could potentially go up 100x. Some niche is about to change the world. In the group, people discuss what to buy and when it will double. And now, more people are asking: “Will the altcoin season ever come?” “Why did the old leading coins fall like this?” “Do we still have a chance in the next bull market?” Actually, an important change is happening in the market.
#BTC #玄学炒币 【Volume 1 of the Book of Instructions: The First Method】 Sweep and clean the courtyard; let your body keep away from filth. Be reverent and immaculate in your appearance; so that filth will not cling to your body. Do not lie down in places foul with stench or in places that are disorderly and chaotic. Do not sleep in dark, damp places.”
A room that is dirty and cluttered makes it hard for a person to feel refreshed. If you don’t feel refreshed, it’s hard for your state to improve.
Clean up your surroundings to keep away from chaos; Tidy yourself to maintain healthy boundaries.
Don’t live in a place that is both dirty and messy, and don’t stay for long in dark, damp environments.
Bitcoin’s MACD has turned red, but the real test has only just begun: will this be another false breakout?
A Bitcoin rebound signal has appeared, but the real market confirmation may not be here yet. Bitcoin has recently shown a signal worth paying attention to. According to CoinDesk, the long-term MACD indicator for Bitcoin has climbed back above the zero line. For technical analysts, this usually means: Mid-term momentum in the market is improving; the pressure caused by the pullback from the $126,000 high may be gradually easing. In the past few rounds of price action, the turning points in the long-term MACD did in fact anticipate trend changes: When it breaks down, it is often accompanied by adjustments at a major scale;
🚨 Explodes! Samsung Electronics’ Q2 operating profit surges 1,810% year over year! Samsung Electronics releases its Q2 performance forecast, with data that completely crushes expectations: Sales: 171.00 trillion KRW (estimated 169.23 trillion KRW) Operating profit: 89.40 trillion KRW, up 1,810% year over year! (estimated 84.2 trillion KRW; only 4.7 trillion KRW in the same period last year) The AI wave has fully ignited semiconductor demand, boosting confidence in tech stocks. I wonder if it can also lift the AI track in the crypto market and help it take off? #三星财报 #AI概念 #加密快讯
#spacex将于7月7日纳入纳斯达克100 SPCX Has Been Selected for the Nasdaq 100—My Heart Is a Mix of Emotions When I learned that SPCX is set to be added to the Nasdaq 100, my first reaction was not joy, but a kind of stunned confusion. This stock only just started trading on June 12, and in the blink of an eye it can squeeze into the Nasdaq 100— the pace is so fast that it’s hard to say whether the market is truly hot right now, or whether there are simply too few high-quality names available. In the group chat, many people have already gotten excited. They’re saying that tens of billions of passive funds will flow in, and index-tracking funds will be forced to increase their positions—hearing that is undeniably tempting. But after thinking it through calmly, I believe this rally is driven more by rule-based, mechanical buying, not by the company’s fundamentals propping up the move in a solid, real way. The price action also contains subtle signals. The stock price has been consolidating around 161 for several days, and the three moving averages are tightly intertwined—clearly both bulls and bears are watching, waiting to build momentum. Whether it will ultimately break upward or turn back down is something nobody can guarantee. To be honest, at this price level I can’t help feeling tempted. But if I really plan to enter with a big position, I’m hesitant. On one side, being included in the Nasdaq 100 brings massive passive buy orders that provide a kind of backing. On the other, the company sits on a valuation of three trillion yuan, yet it has still been in a long period of losses. Seeing these stark contrasts side by side feels especially surreal. Nowadays, the market no longer judges purely whether a stock’s valuation is reasonable. The key is whether the index rules will select it. But for stocks that ride index-driven optimism, the market often swings to extremes: either it surges on the back of the fund-driven push, or after the good news is in, the money exits and it plunges. My mindset right now is conflicted. I want to get on board, but I don’t dare chase blindly. I plan to observe tomorrow’s opening first. In this kind of heavyweight index rebalancing, one misstep can mean either missing the whole run for nothing, or buying at the high and getting stuck holding the bag. #SpaceX #SPCX