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LearnBits

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Tom Lee connecting AI fund rotation from memory chips into Ethereum is an interesting frame, and the 72 percentage point spread since June 25 is a real number worth noting. But correlation and rotation aren't the same thing. ETH being up 24% while $DRAM is down 38% could reflect shared macro sensitivity unwinding differently rather than actual capital moving between the two assets. {future}(DRAMUSDT) The DRAM ETF story is genuinely striking on its own, $6.5 billion in 27 days into a single sector fund that then dropped 38% is a textbook case of retail and institutional FOMO meeting a turning cycle. Whether that capital is actually finding its way into Ethereum or just sitting in cash waiting for the next narrative is the question Lee's framing conveniently leaves open.
Tom Lee connecting AI fund rotation from memory chips into Ethereum is an interesting frame, and the 72 percentage point spread since June 25 is a real number worth noting. But correlation and rotation aren't the same thing. ETH being up 24% while $DRAM is down 38% could reflect shared macro sensitivity unwinding differently rather than actual capital moving between the two assets.


The DRAM ETF story is genuinely striking on its own, $6.5 billion in 27 days into a single sector fund that then dropped 38% is a textbook case of retail and institutional FOMO meeting a turning cycle. Whether that capital is actually finding its way into Ethereum or just sitting in cash waiting for the next narrative is the question Lee's framing conveniently leaves open.
Binance News
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AI Funds Rotate From Memory Chips to Ethereum, Tom Lee Says
Fundstrat co-founder and Bitmine Chairman Tom Lee said AI money is rotating from memory chips into Ethereum. According to PANews, he cited data showing Ethereum's relative performance against the Roundhill Memory ETF, or DRAM, widened by 72 percentage points since June 25, with Ethereum up 24% and the DRAM ETF down 38%.

Lee said the DRAM ETF launched in April and is the first fund that invests only in memory chip manufacturers. He added that SK Hynix and Samsung together account for about 41% of the fund's weight. The ETF raised $6.5 billion in 27 trading days, which Lee said set a record for the fastest ETF launch.
Verified
🚨Iran President Says Full Scale War With US PossibleIran’s President has stated that a full-scale war with the United States remains a real possibility amid ongoing regional tensions and recent military developments. The remarks underscore the heightened rhetoric between the two nations and potential risks to stability in the Middle East. Such statements often contribute to elevated geopolitical risk premiums in global markets. Oil prices, including Brent (BZ) and WTI (CL), have shown sensitivity to news from the region due to its strategic importance for energy exports. Defense-related stocks and safe-haven assets like gold have attracted interest during periods of increased uncertainty. Investors are closely monitoring diplomatic channels and any signs of de-escalation or further escalation. The situation adds complexity to an already volatile international environment. Market participants will continue assessing potential impacts on energy supply, shipping routes, and broader economic sentiment. Oil Market Impact The heightened rhetoric from Iran regarding potential full-scale conflict with the United States has introduced fresh uncertainty into global oil markets. Brent (BZ) and WTI (CL) futures have experienced upward pressure as traders price in risks to supply flows from the Persian Gulf region, a critical artery for global crude exports. {future}(BZUSDT) Disruptions in the Strait of Hormuz or broader military engagements could constrain supply from major producers, supporting prices in the near term. However, any swift diplomatic resolution or compensatory production from other OPEC+ members might limit the duration of the rally. Energy equities have shown mixed performance, with integrated majors displaying resilience due to diversified operations while pure upstream players exhibit greater sensitivity to price swings. Safe-haven flows into gold and government bonds have also intensified alongside commodity volatility. Longer-term impacts will depend on the conflict’s scope and duration. Sustained tensions could accelerate shifts toward alternative energy sources and supply chain diversification, while a quick de-escalation might see prices retrace recent gains. Market participants remain focused on shipping data, inventory reports, and official statements for clearer directional signals. {future}(CLUSDT) #IranPresidentSaysFullScaleWarWithUS

🚨Iran President Says Full Scale War With US Possible

Iran’s President has stated that a full-scale war with the United States remains a real possibility amid ongoing regional tensions and recent military developments. The remarks underscore the heightened rhetoric between the two nations and potential risks to stability in the Middle East.
Such statements often contribute to elevated geopolitical risk premiums in global markets. Oil prices, including Brent (BZ) and WTI (CL), have shown sensitivity to news from the region due to its strategic importance for energy exports.
Defense-related stocks and safe-haven assets like gold have attracted interest during periods of increased uncertainty. Investors are closely monitoring diplomatic channels and any signs of de-escalation or further escalation.
The situation adds complexity to an already volatile international environment. Market participants will continue assessing potential impacts on energy supply, shipping routes, and broader economic sentiment.
Oil Market Impact
The heightened rhetoric from Iran regarding potential full-scale conflict with the United States has introduced fresh uncertainty into global oil markets. Brent (BZ) and WTI (CL) futures have experienced upward pressure as traders price in risks to supply flows from the Persian Gulf region, a critical artery for global crude exports.
Disruptions in the Strait of Hormuz or broader military engagements could constrain supply from major producers, supporting prices in the near term. However, any swift diplomatic resolution or compensatory production from other OPEC+ members might limit the duration of the rally.
Energy equities have shown mixed performance, with integrated majors displaying resilience due to diversified operations while pure upstream players exhibit greater sensitivity to price swings. Safe-haven flows into gold and government bonds have also intensified alongside commodity volatility.
Longer-term impacts will depend on the conflict’s scope and duration. Sustained tensions could accelerate shifts toward alternative energy sources and supply chain diversification, while a quick de-escalation might see prices retrace recent gains. Market participants remain focused on shipping data, inventory reports, and official statements for clearer directional signals.
#IranPresidentSaysFullScaleWarWithUS
🚨Crude Oil Rally Sparks Fresh Inflation Concerns Oil prices are back in the spotlight after climbing to a five-week high, with Brent crude trading above $90 per barrel. The latest rally is being driven by escalating tensions in the Middle East, where ongoing military conflict and new threats to key shipping routes have reignited concerns over global energy supplies. {future}(BZUSDT) One of the biggest concerns is the Bab el-Mandeb Strait, a critical route for global oil shipments. Following threats from the Houthi group, several Saudi oil tankers reportedly changed course, raising fears of further supply disruptions. If the situation continues to escalate, transportation costs and inflation could rise again, creating additional pressure on global markets. {future}(CLUSDT) For investors, higher oil prices often have mixed effects. Energy-related stocks may benefit from stronger crude prices, while sectors that rely heavily on fuel costs could face increased pressure. At the same time, persistent inflation risks may influence future central bank decisions, making oil one of the key macro indicators to watch this week.
🚨Crude Oil Rally Sparks Fresh Inflation Concerns

Oil prices are back in the spotlight after climbing to a five-week high, with Brent crude trading above $90 per barrel. The latest rally is being driven by escalating tensions in the Middle East, where ongoing military conflict and new threats to key shipping routes have reignited concerns over global energy supplies.


One of the biggest concerns is the Bab el-Mandeb Strait, a critical route for global oil shipments. Following threats from the Houthi group, several Saudi oil tankers reportedly changed course, raising fears of further supply disruptions. If the situation continues to escalate, transportation costs and inflation could rise again, creating additional pressure on global markets.


For investors, higher oil prices often have mixed effects. Energy-related stocks may benefit from stronger crude prices, while sectors that rely heavily on fuel costs could face increased pressure. At the same time, persistent inflation risks may influence future central bank decisions, making oil one of the key macro indicators to watch this week.
What's your favorite Binance Alpha gem at the moment?
What's your favorite Binance Alpha gem at the moment?
{future}(SNXXUSDT) $SNXX to 30 by end of week? Probably not, but let me dream. 35% is already amazing but I want more. $ZHIPU & $SMCI
$SNXX to 30 by end of week? Probably not, but let me dream. 35% is already amazing but I want more.
$ZHIPU & $SMCI
red envelope
Best Wishes!
From LearnBits
$SPCX 🔥 The dip is real — are you buying it, fading it, or just watching? $CRCL & $DRAM
$SPCX 🔥 The dip is real — are you buying it, fading it, or just watching?
$CRCL & $DRAM
Buy the dip
Wait for lower
Sit out
11 hr(s) left
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Best Wishes!
From LearnBits
{future}(ONEUSDT) $ONE Volume is massive and it looks like there's more momentum. Anyone else buying the top with me? $RIF & $PROMPT
$ONE Volume is massive and it looks like there's more momentum. Anyone else buying the top with me?
$RIF & $PROMPT
{future}(ERAUSDT) $ERA This is exactly why you don't sell during shakeouts, guys. $ESPORTS & $EPIC
$ERA This is exactly why you don't sell during shakeouts, guys.
$ESPORTS & $EPIC
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Best Wishes!
From LearnBits
🚨Trump Agrees to Crypto Bill Ethics ProvisionFormer President Donald Trump has agreed to include an ethics provision in proposed cryptocurrency legislation, addressing concerns around conflicts of interest and regulatory transparency. The move is seen as a step toward building broader bipartisan support for the bill. The provision aims to establish clearer guidelines for public officials and industry participants, potentially reducing perceived risks of undue influence in the fast-evolving digital asset sector. It comes amid ongoing debates over how to balance innovation with appropriate oversight. Trump’s endorsement of the ethics clause may accelerate momentum for the legislation as it moves through congressional processes. The development reflects shifting dynamics in Washington regarding crypto policy, with both parties increasingly engaging on the topic. Market participants have viewed regulatory clarity as a positive catalyst for the sector. Details of the full bill and its potential impacts on exchanges, stablecoins, and token issuers are expected to be scrutinized in coming weeks. Specific Ethics Rules in Proposed Crypto Legislation The ethics provision agreed upon in the cryptocurrency bill focuses on several key areas to mitigate conflicts of interest and enhance transparency. It includes stricter disclosure requirements for public officials involved in digital asset policymaking, mandating timely reporting of personal holdings and transactions in crypto-related instruments. A cooling-off period for former regulators transitioning to industry roles is also outlined, aiming to reduce revolving-door concerns. The rules further prohibit certain lobbying activities by officials who have directly shaped crypto regulations during their tenure. Additional measures emphasize recusal protocols when matters involve companies or projects in which officials have financial stakes. These provisions seek to build public confidence in the regulatory process while allowing the sector to develop under clear guidelines. Analysts note that the framework draws from existing financial ethics standards but adapts them to the unique characteristics of digital assets. Implementation details and enforcement mechanisms will be critical to their effectiveness as the bill advances. The inclusion of these rules may help address skepticism from lawmakers wary of industry influence. $BNB $TRUMP $BTC #TrumpAgreesToCryptoBillEthicsProvision

🚨Trump Agrees to Crypto Bill Ethics Provision

Former President Donald Trump has agreed to include an ethics provision in proposed cryptocurrency legislation, addressing concerns around conflicts of interest and regulatory transparency. The move is seen as a step toward building broader bipartisan support for the bill.
The provision aims to establish clearer guidelines for public officials and industry participants, potentially reducing perceived risks of undue influence in the fast-evolving digital asset sector. It comes amid ongoing debates over how to balance innovation with appropriate oversight.
Trump’s endorsement of the ethics clause may accelerate momentum for the legislation as it moves through congressional processes. The development reflects shifting dynamics in Washington regarding crypto policy, with both parties increasingly engaging on the topic.
Market participants have viewed regulatory clarity as a positive catalyst for the sector. Details of the full bill and its potential impacts on exchanges, stablecoins, and token issuers are expected to be scrutinized in coming weeks.
Specific Ethics Rules in Proposed Crypto Legislation
The ethics provision agreed upon in the cryptocurrency bill focuses on several key areas to mitigate conflicts of interest and enhance transparency. It includes stricter disclosure requirements for public officials involved in digital asset policymaking, mandating timely reporting of personal holdings and transactions in crypto-related instruments.
A cooling-off period for former regulators transitioning to industry roles is also outlined, aiming to reduce revolving-door concerns. The rules further prohibit certain lobbying activities by officials who have directly shaped crypto regulations during their tenure.
Additional measures emphasize recusal protocols when matters involve companies or projects in which officials have financial stakes. These provisions seek to build public confidence in the regulatory process while allowing the sector to develop under clear guidelines.
Analysts note that the framework draws from existing financial ethics standards but adapts them to the unique characteristics of digital assets. Implementation details and enforcement mechanisms will be critical to their effectiveness as the bill advances. The inclusion of these rules may help address skepticism from lawmakers wary of industry influence.
$BNB $TRUMP $BTC
#TrumpAgreesToCryptoBillEthicsProvision
LSE planning night trading by 2027? That would’ve been unthinkable five years ago. The old guard finally admitting that retail traders expect markets open when they’re actually awake. Crypto proved that model works, now equity exchanges are racing to catch up. I’m curious what happens to altcoin liquidity during those early London hours though — if some of that speculative money drifts into overnight ETFs instead. The convergence is real, but not every 24/7 asset wins just by being open. Watching whether this brings fresh capital into global markets or just cannibalizes the same pool across more venues.$GOOGL.US {stock_us}(GOOGL.US) $AAPL.US {stock_us}(AAPL.US) $NVDA.US {stock_us}(NVDA.US)
LSE planning night trading by 2027? That would’ve been unthinkable five years ago. The old guard finally admitting that retail traders expect markets open when they’re actually awake.

Crypto proved that model works, now equity exchanges are racing to catch up. I’m curious what happens to altcoin liquidity during those early London hours though — if some of that speculative money drifts into overnight ETFs instead. The convergence is real, but not every 24/7 asset wins just by being open. Watching whether this brings fresh capital into global markets or just cannibalizes the same pool across more venues.$GOOGL.US
$AAPL.US
$NVDA.US
Binance News
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London Stock Exchange Plans Night Trading Platform in First Half of 2027
Reuters reported that the London Stock Exchange has unveiled plans to launch a night-time trading site in the first half of 2027, according to the Financial Times.LSE's new exchange will operate separately from its main market and initially offer access to exchange-traded products such as funds tracking the UK or US stock market.The move comes as exchanges grapple with the growth of cryptocurrencies and other assets not restricted by traditional opening hours, raising expectations particularly among retail traders of being able to trade anytime.Nasdaq plans to extend trading to 23 hours on weekdays in December. CME rolled out 24/7 trading of crypto futures and options in late May, and Cboe plans to launch 23x5 trading of US equities on its EDGX exchange in December.LSE's new exchange will operate from 5 p.m. to 7:50 a.m. London time, with a 30-minute pause between 6:30 p.m. and 7 p.m. for end-of-day processes. The main venue will continue operating under standard hours of 8 a.m. to 4:30 p.m.LSE CEO Julia Hoggett told the FT there is increasing appetite, particularly from retail investors worldwide, to use London given its particular timezone to gain exposure to not only UK assets but global assets.
{future}(ERAUSDT) $ERA Just bought ERA at 0.083, hoping I'm not the exit liquidity. Volume is solid though and it looks like there's more momentum. Anyone else buying the top with me? $NIGHT & $AGT
$ERA Just bought ERA at 0.083, hoping I'm not the exit liquidity. Volume is solid though and it looks like there's more momentum. Anyone else buying the top with me?
$NIGHT & $AGT
What’s your prediction for $SKHYNIX in the next 24 hours? $SNDK & $MU
What’s your prediction for $SKHYNIX in the next 24 hours?
$SNDK & $MU
Bullish (will go up)
Bearish (will go down)
Sideways (little movement)
12 hr(s) left
red envelope
Best Wishes!
From LearnBits
Fully Claimed
Small cap coins are risky, but that's often where the biggest gains begin.
Small cap coins are risky, but that's often where the biggest gains begin.
Okay be honest, is it too late to buy $BANK ? I keep watching it climb and my finger is twitching over the buy button. 52% already gone but what if it goes to 100%? {future}(BANKUSDT) $LAB &$AKE
Okay be honest, is it too late to buy $BANK ? I keep watching it climb and my finger is twitching over the buy button. 52% already gone but what if it goes to 100%?
$LAB &$AKE
red envelope
Best Wishes!
From LearnBits
{future}(ACEUSDT) $ACE This pump is insane!! +135% and the volume is crazy. I’m grinning ear to ear with my bag, this is why we trade crypto!! $HANA {future}(HANAUSDT) $PROM {future}(PROMUSDT)
$ACE This pump is insane!! +135% and the volume is crazy. I’m grinning ear to ear with my bag, this is why we trade crypto!!
$HANA
$PROM
red envelope
best wishes
From LearnBits
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