SabTheTrader

Too many harms~

🧵【Playing with Chains Episode 9】When Polychain Meets Franklin: A Deep Dive into this BTC Infrastructure Jointly Backed by 'Traditional + Crypto' Giants 🕵️‍♂️

Today's main character is: @APRO_Oracle ($AT )

It is not just another 'oracle'; it is an Oracle 3.0 specifically designed for the BTC ecosystem + AI RWA.

👇 Why do I think it is the most important 'shovel' before the BTCFi explosion?

First, let's look at the background. The oracle track is extremely resource-dependent, and APRO's investor lineup is truly luxurious:

🏛 Franklin Templeton: A trillion-dollar giant on Wall Street, exceptionally rare in directly investing in oracles.
🦄 Polychain: A top VC that has invested in Uniswap/Coinbase.
🏦 Binance Labs / ABCDE: Covers exchange and Asian resources.

This is not just money; it is a 'moat'. This configuration means it was born to serve institutional-level assets.

Current oracles (LINK/PYTH) only solve the 'price feeding' issue. But what if on-chain applications need to read financial report PDFs? Need to read news to assess predicted market outcomes?

APRO's core narrative is Oracle 3.0 (AI-Driven): Utilizing LLMs (Large Language Models) to process off-chain unstructured data (news, financial reports, social media) and validate it on-chain.

💡 Scenario: This is a necessity for RWA (Real World Assets on-chain) and prediction markets.

APRO did not intend to compete head-on with Chainlink on Ethereum; it carved out a huge empty market: Bitcoin Ecosystem.

With the explosion of Runes, BRC-20, and BTC L2, the Bitcoin ecosystem is in urgent need of a native, low-latency oracle.

⚡️ Simply put: If it is a bull market for BTCFi, APRO is the infrastructure that must be deployed.

To make it easier to understand, I made a simple comparison (as shown):

🔹 Chainlink ($LINK): Industry standard, secure but expensive, suitable for blue-chip DeFi.
🔹 Pyth ($PYTH): Fast but unbreakable, suitable for high-frequency derivatives trading.
🔸 APRO($AT ): AI verification + BTC native. Not only feeds prices but can also 'understand' data.

It uses a dual-layer network that combines 'push + pull', ensuring speed while reducing gas costs with AI.

If you are optimistic about the revival of Bitcoin Layer 2 or the combination of AI x Crypto, APRO is currently an undervalued 'shovel-type' asset.

#apro $AT

Well, not every air drop can be sold at the highest point, haha 😂

🧵【玩转链第 8 弹】Kite is building the future of AI agent payments.

I wonder if you have the same question as I do:
Why let AI help with payments? Can't it execute by itself? What is the significance of developing this product?

The core pain point that Kite @KITE AI (and similar AI Agent payment protocols) addresses is not "paying for you" (saving effort), but rather "how to let machines autonomously make money safely" (scaling).

Efficiency dimension: from "auxiliary tool" to "digital employee."

"Can it execute by itself?" Of course, this is possible for low-frequency trading. But Kite aims at markets beyond human physiological limits:

▸ 7x24 hours standby: You need to sleep, eat, and work. Through Kite, AI agents can become your "full-time traders," monitoring on-chain fluctuations and executing purchases instantly while you sleep.

▸ High-frequency and micro-payments: In the future, AI agents will purchase services from each other (for example, an AI responsible for data analysis pays an AI responsible for storage). These machine-to-machine (M2M) transactions occur at a very high frequency and very low amounts, making it impossible for humans to operate manually.

▸ Concurrent execution: For instance, when a significant market event occurs, you need to operate on 5 DEXs across 3 chains simultaneously; human hand speed cannot keep up, but AI can.

So does Kite, this AI payment chain, have a future? 🤔

Typically, we only look at one indicator: Is the SDK (Software Development Kit) easy to use?

If we liken Kite to a Lego base plate, the SDK is the building blocks provided by the official source.

🧱 No SDK: Developers have to create their own blocks, which is too difficult, and no one comes.

🏗️ With SDK: Developers can get AI running with just a few lines of code.

Currently, Kite's progress bar has reached a critical position:
It directly borrows Coinbase's standards (x402) to lower the difficulty, but the real ace up the sleeve—allowing developers to easily set AI budgets—is still in the works.

Once this toolkit is implemented and easy to use, applications will explode. Until large-scale applications emerge, everything is just air. Stay tuned. 👀

#kite $KITE

🧵【Playing with Chains Volume 7】Falcon Finance: Left Hand RWA, Right Hand Trump, Is It a Perfect Financial Closed Loop or a Dangerous Nested Game?

I wonder if everyone still remembers the Alpha Big Hairy $FF from September?

From Binance Alpha to now, I have been tracking the product iterations of Falcon Finance @Falcon Finance . Although I have exited completely after the TGE in September, this does not prevent us from objectively discussing a significant recent signal - the strategic binding with the Trump family project World Liberty Financial (WLFI).

Why is this combination worth studying? This is also a question I have been contemplating.

Falcon's core barrier lies in "Universal Collateral": it allows for the conversion of long-tail assets and RWA into standardized synthetic dollars USDf. The vision of WLFI is to put traditional financial assets on-chain. The two are perfectly complementary in business logic: WLFI provides the asset side, while Falcon provides the currency side.

For investment research users, this is a very classic case of "technology seeking scenarios." Setting aside the fluctuations in cryptocurrency prices, Falcon's model of "RWA linkage + political narrative support" may become a new paradigm for DeFi protocols to break through in the future.

I suggest everyone $FF rejoin the Watchlist to observe the correlation between its business data and WLFI's progress.

#falconfinance $FF

🧵【玩转链第 6 弹】Lorenzo Protocol: "Financial Alchemy" on Bitcoin, is it the Holy Grail of DeFi or an incomprehensible black box?

When reviewing various protocols in the BTCFi track, Lorenzo Protocol @Lorenzo Protocol $BANK is worth paying attention to. Skipping market sentiment, three core logic points are sorted out from the fundamentals for rational reference:

1️⃣ Backing by investors and liquidity certainty
Binance Labs led the investment, and it was the first IDO project of the Binance Web3 Wallet (April 2025). Projects that have passed Binance's due diligence inherently filter out many non-systematic risks.

▸ Other core investors:

HTX Ventures (Huobi Investment)
Foresight Ventures
NGC Ventures
ABCDE Capital (a fund founded by Du Jun and BMAN, sensitive to technology projects)
ArkStream Capital, Waterdrip Capital, etc.

▸ Current status (as of the end of 2025):

The project has issued its token (BANK) and is already trading on platforms like LBank, Biconomy, PancakeSwap.
TVL (Total Value Locked) once surpassed $600 million in March 2025, demonstrating strong capital absorption capabilities.

2️⃣ The team's "financial engineering" gene
Looking closely at the team's background, the Founder has experience in top market makers Jump Trading and Akuna Capital. This not only represents coding ability but also signifies top-level financial engineering thinking. They are not just doing simple nesting; they are reconstructing on-chain returns using TradFi's quantitative logic.

3️⃣ The elevation of product narrative: OTF
Lorenzo has moved beyond simple LSD competition, shifting towards "on-chain asset management." Through OTF (On-Chain Traded Funds) and a principal-interest separation mechanism, it has effectively become a platform for issuing structured products. This infrastructure capable of carrying complex strategies is the real reason Smart Money is willing to enter the market.

💡 Conclusion: In the current market conditions, this kind of "regular army" with strong investor backing and high technical barriers is worth adding to the core observation list.

#lorenzoprotocol $BANK #BTCFi #BinanceLabs

A new week has started again. This Tuesday, there will be non-farm payrolls and PMI, and on Thursday, there will be CPI. It should be an exciting week! 😆

Last week, the $NQ was adapting to the new system and ended up being a flat week, but overall there was progress. After the system integration, stop losses have become more stable; in crypto, I only made the trade with $ZEC. My half marathon training is not going well; I only ran 20 kilometers (this week I need to run 49 kilometers).

This week, I will continue to trade $NQ steadily, and in crypto, I will look for opportunities every day. I hope to update a video as well, hehe.

Last week, I also started the habit of not looking at my phone when I wake up. I meditate for 10 minutes first, then drink coffee and exercise before starting to scroll through my information feed, which makes my mind feel a bit more relaxed.

So I plan to keep this habit going, reducing the time spent scrolling through information feeds, at least minimizing the impact of information feeds when I wake up and before sleeping. If you've been feeling tired from scrolling lately, I recommend this method to you; sticking to it for about 3 days should make a noticeable difference. 😆

The picture shows a snowy day, taking two little ones downstairs to play in the snow, leaving cute marks from the little ones. It looks like this year will be a very cold winter, and I hope the stray animals can safely get through the winter. 🍀 Wishing friends a wonderful week! 🧡

#交易周报 #NQ #加密货币 #非农就业数据 #CPI数据

【Playing with Chains Volume 5】🔥 Breaking News! YGG Play Launchpad is now officially launched! 🚀

Everyone, in this world, finding a job is hard, but finding fun is even harder. But what if I tell you, there’s a way to have fun that is more professional than your job? Do you believe it?😏

As a leader in the Web3 gaming field, Yield Guild Games (DAO) is not just an ordinary "gaming community"; it is a DAO—Decentralized Autonomous Organization! Doesn’t that sound very “philosophical”? In simple terms, it means everyone acts as a boss, specifically investing in NFTs in the virtual world.

Now, the YGG Play Launchpad is officially launched! 🚀

In the past, you could say playing games was “not a serious business,” but that’s no longer the case. In YGG, there’s a treasury, there are SubDAOs, you can engage in liquidity mining, pay network transaction fees, and even participate in network governance and staking. What does this mean? It means turning “play” into a serious asset management!💼🎮

So, don’t hesitate any longer, hurry to the Launchpad and explore your favorite YGG Web3 games. In this metaverse, you’re not just a player; you’re also a builder.

In short: Play with a professional attitude, discover the next potential blockbuster, and redefine the future of gaming with players from around the world!🎮✨🏃‍♂️💨

#yggplay $YGG

$PIEVERSE
Friends who have completed the PIEVERSE Booster task can claim it now🧡

🧵 【Playing with the 4th Edition】USDD: Brother Sun's "Federal Reserve" Dream, is it a DeFi golden shovel or a ticking time bomb?

As a trader, discussing products from the Tron ecosystem always brings mixed feelings. However, after reviewing the latest in-depth report on USDD @USDD - Decentralized USD , I feel it's necessary to set aside biases and reevaluate this "decentralized stablecoin" from a profit-loss ratio perspective.

1️⃣ No longer the "mud dog" of the past
Many people's impression of USDD is still stuck in its initial issuance phase. But data doesn’t lie: USDD is now an over-collateralized stablecoin with a collateralization rate exceeding 200%. TDR holds over 600 million dollars worth of assets (BTC, USDT, TRX) as a safety net. A 200% cushion is indeed stronger than many who play with air.

2️⃣ This is a "clear card" bet
The core advantage of USDD is quite straightforward: yields. The APY of sUSDD can reach 6-12%, which belongs to the “high-interest zone” on-chain.
But the risk is also transparent: TRX accounts for as much as 53% of the reserves.
This means that playing with USDD is essentially bullish on the Tron ecosystem. If TRX crashes, the so-called over-collateralization will shrink. Therefore, this is not just saving money; it more resembles a Carry Trade with hedging characteristics.

3️⃣ Where is the future Alpha?
According to the 2025 roadmap, Brother Sun is planning big moves:
• January 2025: Upgrade to 2.0, introducing a more complex treasury mechanism.
• September 2025: Dive into Ethereum (Ethereum PSM).
This means that USDD will no longer just be a “chip” on Tron; it aims to grab liquidity on Ethereum. If multi-chain connectivity can be achieved, the issue of liquidity discount may be alleviated.

👨‍💻 My conclusion:
If you are a coin hoarder pursuing ultimate security, USDC/USDT remains the top choice;
But if you are skilled at managing risk and want to earn some excess returns in the Tron ecosystem, USDD is a good DeFi golden shovel.

The key point is: do you believe in Brother Sun's ability to pay?

#usdd以稳见信

Just opened Binance and found out that I can trade $XAUU gold on it soon, hahaha 🤣 feels a bit like breaking the dimensional wall 🤣

$NIGHT It's not easy, took a whole day. Originally set to sell at 0.077, but after thinking about it, I decided against it and eventually set it to sell at 0.0667, sold for 40U😊

A grateful heart🍀

Not easy, waited from August 25 to November 23, a full 3 months, I finally waited for $HYPE
to come pick me up at 30.596 🤣

Successfully bought my favorite spot at the right position, happy 😆

Entered 3 positions on August 25 (weekly ob held for two weeks), October 19 (returned to weekly 0.5 + at that time influenced by online sentiment, originally set to enter at 28.445 😅), November 23 (near weekly 0.618 + liquidity position).

I am satisfied with the final adherence to the trading plan for this trade, but not satisfied with the entry on October 19. In short, it's another experience gained.

Next, I will just leave it alone~ Hehe 🍀

DYOR.

Today's airdrop threshold is 256 points... Who is receiving it...😅

#ALPHA

The market is like this, and over the weekend, cryptocurrency $BTC $ETH probably won’t do much either. So let’s spend some quality time with family, go out for a walk, breathe in the fresh air, and recharge a bit🍁

Wishing everyone a happy weekend💦

What plans do you all have for the weekend!

#比特币波动性

I woke up early to see that it has fallen off, and it has already been sold.

Bought some $ENSO

Reason:
Stablecoin USD1 supported by Trump collaborates with ENSO to expand its DeFi influence across different blockchains

————————————
2025-10-28 01:00:49
#trump #ENSO

Yesterday I lightly shorted $GIGGLE
The risk-reward ratio of 3R is still acceptable.

However, the recent market is really hard to understand, so it's better to do less,
$NQ is the same, understand it before entering, protect your bullets.

🚀 $RIVER Soaring Hidden Opportunity After 5 Times Increase! Binance perpetual contracts are online, can you still catch up with $RIVERPTS?

Missed the RIVER breaking $10 ATH? No need to FOMO! The real game has just begun, the key lies in your River Points ($RIVERPTS)!

👉 Ordinary User $RIVERPTS Sprint Guide:
1️⃣ Zero-Cost Player: Participate immediately in #River4FUN social tasks, through posting and interaction, start your S3 high-multiplication points mining!
2️⃣ Long-Term Holding: Remember, the longer you hold $RIVERPTS, the more it converts into $RIVER !

At this moment, you might have the same doubt as me:
How many $RIVERPTS can be exchanged for one $RIVER ❓

The situation is: Due to the dynamic airdrop conversion of RIVER, the conversion of $RIVERPTS into $RIVER is constantly changing.

I used my 164 $RIVERPTS earned in the past 4 days (up to October 26) as an example, so everyone can see clearly!

💡 Final Suggestion: We should now focus our energy on @River4fun tasks, expanding our $RIVERPTS quantity in a zero-cost way, and holding all our points until the conversion period ends.

Of course, if everyone has investable funds, you can also gain more points and voting rights by forming LP on the official website, providing more support to friends in the community.

Imagine, your $RIVERPTS could turn into real money tomorrow—let's start with River4fun!

@Riverdotinc

【Play with the Chain】Third Edition - HEMI 🚀

Most Layer 2 networks are addressing scalability, but Hemi ($HEMI ) takes a more clever approach: it is a modular Layer 2 that implements dual underlying guarantees of Bitcoin and Ethereum.

❓You might ask, what is a 【modular Layer 2】?

1️⃣Traditional blockchain ("monolithic" chains, like old ETH or BTC)

Problem: Traditional blockchains (for example: traditional Layer 1 networks) are like a "monolithic building that handles everything by itself." It has to do everything on its own: process transactions, store data, validate transactions, execute smart contracts.

Result: When there are many people (high transaction volume), this building gets congested, slows down, costs increase, and it is very difficult to upgrade.

2️⃣Modular blockchain ("division of labor" chains)

Solution: Modular means outsourcing the work of this building to specialized teams. It splits the functions of the blockchain into independent "modules" (like a professional construction team).
Core idea: Division of labor, each performing its own role, explosive efficiency.

At this point, you should understand a little bit, right? 😆

Thus, the dual-core architecture of "security + flexibility" like @Hemi gives it a unique narrative advantage in the current L2 competition.

This addresses the core pain point: it has both the mature interoperability and smart contract ecosystem of Ethereum, while inheriting the decentralization and extreme security of Bitcoin.

This "security + flexibility" dual-core architecture provides it with a unique narrative advantage in the current L2 competition.

If Hemi @Hemi can truly achieve outstanding scalability, it will become a "special forces" unit capturing the liquidity of the two largest crypto assets. It is worth deep tracking by tech enthusiasts and value investors! 📈

Do you think this "double endorsement" will become the new standard in the L2 track? 👀

#hemi $HEMI