Let’s talk about on-chain memes: Today’s been very quiet—only bought one: MONEROCHAN. Basically it hasn’t made much profit/loss, fluctuating around a few dozen U. The USELESS I bought earlier has already hit a triple at the recent high today. I’m very bullish—pushing the market cap toward 1 billion 🚀🛫. The token posted tonight at 8:00 by the Biden son that’s all over the internet is about to launch. My thought is: does Biden’s (as a former president) heat level maybe not quite enough? Plus, it’s still his son—could it peak right at the opening? Of course, as the saying goes: the father says the father is right, and the mother says the mother is right. Everyone decides for themselves!
September 9th, Binance Alpha 30-day new token trading competition
👏👏Follow on-chain market trends and join in to farm air drops and bait dogs using #ALPHA . You can trade directly with your Binance Web3 wallet. Use the super invite code SSSYYY to automatically save 30%. If you don’t know how, follow the instructions in Figures 2 and 3, or join the group chat to交流 and learn together.
KII: Today, limit orders worth $20 million were filled. Although it’s less than yesterday’s $55 million, over the past 24 hours there were $177 million in trades, the price also rose by 7%. There are 4 days left in the bonus period.
Cow is here: Over the past 24 hours it surged 26%. Limit orders collapsed from yesterday’s $8.2 million to $380k. The contract is up as well—8 days left.
DEBIT: Trading volume is 238 million, and the price is holding around 1.65. FDV is $164 million. The total of the limit orders on both sides is around 300k.
CNPY: Up by nearly 20%. Limit orders fell from $2.39 million to $170k. 28 days remain.
TMX and CP: 7 days left. Today’s limit order is around $20k. TMX yesterday was $30.8 million.
FLORK: Down 32%. Limit orders dropped from $1.29 million to $17k.
For TAC, AI, UP, CASHCAT, and PONS, today’s limit orders are all 0. PONS had over 100 million in trades over 24 hours, FDV is $760 million, and it’s up 5 points.
Overnight, all three major U.S. stock indexes closed lower together. The situation in the Middle East lifted oil prices, while expectations of interest-rate hikes weighed on risk appetite. The crypto market followed the weakness: after Bitcoin fell below the $80,000 level, it continued to trade sideways.
Spot gold is around $4,390–4,400, struggling near the $4,400 mark. Brent crude is near $97; WTI is around $91.8. The Middle East premium provides support. Bitcoin is around $78,500–$78,900, down from the prior high. Ethereum is around $2,485.
U.S. Stocks: The escalation of the Middle East conflict and limited navigation through the Strait of Hormuz pushed up oil prices. Concerns about inflation are rising, and the probability of a September rate hike by the Fed remains high. The semiconductor sector outperformed against the trend: Qualcomm and Amazon have agreed on AI chip cooperation, and Intel plans to raise PC CPU prices.
Crypto: Bitcoin is held back by macro interest-rate expectations and has not yet managed to reclaim $80,000 in the short term. ETF inflows occurred earlier, but after risk appetite cooled, it tracked the broader adjustment in U.S. stocks. Gold is also pressured by rate-hike expectations; geopolitical risk hedging has not fully offset the pressure from interest rates.
In the short term, the main focus remains the tug-of-war among oil prices, U.S. Treasury yields, and Fed policy. Oil trading at elevated levels strengthens expectations of additional rate hikes, which in turn pressures valuations in U.S. stocks and risk assets in crypto. This week’s key highlight is Friday’s U.S. CPI; the data will directly recalibrate September meeting expectations.
For reference only and does not constitute investment advice.
Daily rambling: Today there was no livestream—I went around all day trying to sell the apartment. In the end, I sold it for 2.52 million. After deducting the bank interest owed (1.2 million), I can still take home 1.32 million. From this 1.32 million, intermediary fees and various other charges will likely be about 70–80 thousand. I'm planning to keep 1 million to buy the BTC dip (this can only buy 2 big pancakes 🥲), and the remaining 245 thousand will be kept as working capital; Also, another apartment—today the tenant said they also want to buy it. That apartment has no mortgage, but it's a high floor that dropped too much. I estimate I’ll only be able to sell it for 1.2 million at most. If it can be sold, I can also use 1 million to buy the BTC dip (I can still only buy 2 big pancakes).
Also, I checked my wallet. I started with more than 28,000 U; today it went up a bit and now it's over 40,000 U. Even though I'm getting bitten by dogs every day, overall I'm still making a small profit!
👏👏 Lately, more and more friends have started participating in on-chain dog-catching. You can trade directly using your Binance Web3 wallet. Use my Superman invitation code SSSYYY to automatically save 30%. If you don't know how, you can follow the steps in Image 2 and Image 3, or join the group chat to discuss and learn together.
September 8th, Binance Alpha 30-day new token trading competition
👏👏Keep an eye on on-chain market activity and join in—participate in #ALPHA to take advantage of the opportunity and trade directly using your Binance Web3 wallet. Use the superhuman referral code SSSYYY to automatically save 30%. If you don’t know how, follow the steps in Figure 2 and Figure 3, or join the group chat to exchange ideas and learn together.
DOS, one day left. Yesterday’s limit orders were filled for 970 million, today it’s 36 million—straight down to the ankle.
KII, volume 170 million, up slightly by less than 1%, with 5 days remaining.
Bull’s here, price up by more than 6%, and the limit order quantity dropped from 6.5 million to just over 100,000.
CNPY, up by nearly 15%, volume around 15 million, with 29 days remaining.
TMX, price down by nearly 30%. The trading competition has 13 hours left, and limit order quantity dropped from 17 million to just over 10,000.
DEBIT, filled 220 million+, price down by 1.4%, with 17 days remaining.
As for the later ones—FLORK, TAC, and CP—basically they’re all trending down. The limit order quantity is decreasing day by day, a typical post-launch decline in new token hype.
Let’s talk about on-chain memes: I took a loss on two trades this morning, then I played it safe all day. After thinking it through, even though I still managed to get a little profit, getting hit every time hasn’t let up. I summarized it: the ones that profit are basically coins with big-money certainty—after doing research. The ones that get hit are mostly little coins driven by FOMO, afraid of missing out on a fast run. And with the Chinese community pouring in right now, a lot of copiers jump on the bandwagon and buy in right at the front. If you can’t get in before the car head, then you have to enter at double the price! So I think it’s still not good to place orders too frequently. You need to switch your mindset—if a coin is certain, even if its market cap is higher, you still have to bite the bullet and increase your position. Refer to BullLai, MarsCoin, and MEME.
On-chain meme trading carries extremely high risk—participate cautiously, DYOR.
September 7, Binance Alpha 30-day new token trading competition
👏👏 Keep an eye on on-chain market trends and join the #ALPHA token-hunting event. You can use your Binance Web3 Wallet to trade directly. Use the super referral code SSSYYY to automatically save 30%. If you don’t know how, you can follow the steps in images 2 and 3, or join the group chat to exchange ideas and learn together.
DOS, with 2 days left in the boost period. The price is around 0.243, 24-hour spot trading volume is 1.4 million, down 1.4%. Today’s limit orders are 28.45 million, yesterday’s were 985 million, and futures are also open.
KII, 6 days left, price 0.0643, 24-hour volume 166 million, up slightly 0.22%. Today’s limit orders are 4.26 million, yesterday’s were 60.31 million.
Niulai, 10 days left, futures are open, price 0.0878, 24-hour volume 20 million, down sharply 25.88%. Today’s limit orders are 380,000, yesterday’s were 9.12 million.
DEBIT, 18 days left, price 1.70, 24-hour volume 206 million, up 7.1%. Today’s limit orders are 23,000, yesterday’s were 320,000.
FLORK, 25 days left, price 0.0183, volume 6.2 million, down 18.9%. Today’s limit orders are 18,000, yesterday’s were 1.68 million.
TMX, 17 days left, 2 days left in the trading competition, price 0.078, volume 10.17 million, down 14%. Today’s limit orders are 16,000, yesterday’s were 73.78 million.
The last two newcomers, both with 27 days left: CP, price 0.0225, down 29%, volume 9.14 million, today’s limit orders are only 4,400; TAC, price 0.00224, down 3%, volume 640,000, today’s limit orders are 406, yesterday’s were 98,000.
U.S. stocks are closed for Labor Day on Monday, precious metals and crude oil futures closed early, and the weekend news was mainly centered on the Middle East.
OPEC+ met on Sunday and kept October output unchanged. Tensions between the U.S. and Iran are still not cooling down: the U.S. military continues its maritime blockade and is diverting commercial ships, with F-35s on patrol; Iran says it will not surrender and has also publicly released actions targeting unmanned boats. Oil prices are holding steady for now, with Brent around 94.5 and WTI around 89.3. Spot gold is 4431 (-0.95%), silver 66.2 (-1.16%), and the U.S. dollar index at 99.16, slightly stronger.
Bitcoin spent the weekend grinding between 79,700 and 80,200, without really breaking above 80,000. Ethereum followed and briefly tested 2,500. Funds are more active in the altcoin sector: ZEC remains strong and pushed higher again over the weekend; BNB and ARB also had independent moves. Major coins are flat while altcoins move, a typical sector rotation.
On the domestic front, the Ministry of Finance issued special government bonds to inject capital into 8 central state-owned financial institutions, with a total capital increase of 360 billion yuan. This is neutral to mildly positive for risk assets, but it won’t solve near-term problems.
For the short term, keep an eye on two things: whether the Middle East sees another surprise that pushes oil prices higher, and how rate-cut expectations move after U.S. stocks open on Tuesday.
Let's analyze it calmly📊I bought this cat yesterday because it had enough room for imagination, and it has indeed performed very well all the way, even making me expect it to reach Alpha. Today, at a market cap of 10 million, it should have been sold. Then Hachimi suddenly came out of nowhere. Hachimi was originally also part of the cat concept, and now Hachimi has already been listed as a perpetual contract, with spot trading to follow! Two cats on the same chain, so my imagination for the construction cat is no longer there🤯
超人不会飞2020
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I'm so upset and speechless 🫥 Which big player is dumping this, crashing it from 16 million down to 5 million! I can’t see a 50 million market cap anymore. In the end, there’s only 2700U profit left, and I’m going to run too!!!
I'm so upset and speechless 🫥 Which big player is dumping this, crashing it from 16 million down to 5 million! I can’t see a 50 million market cap anymore. In the end, there’s only 2700U profit left, and I’m going to run too!!!
Talking about on-chain memes: This is a war without gunfire, and BSC's reaction speed and execution are maxed out.
On the morning of September 4, I was thinking that on-chain fees are also a juicy piece of the pie. If the hype keeps failing to return to Binance Chain, then what does a massive capital outflow mean? Our Binance definitely won't sit still. I was still torn between building a position in BSC chain projects like Niulai or Marscoin! I expected you to counterattack, but I didn't expect it to be this fast 😂 I still haven't gotten on board yet!
Just look at the current hot topics and you'll know: BSC has completed a perfect counterattack, and BNB will naturally rise along with it... Will there be a pullback to pick up passengers? Now every chain is making a response, so I still stick to my previous idea: the main position remains in BTC, most of the smaller positions will be slightly increased, and one leading project will be deployed on each chain. The rest of the spare capital will be used to try small bets for big gains on new memes.
By the way, the construction cat I bought yesterday for $1500 has already returned my principal last night. The profit has now surged to $6000, and I’m very optimistic. The first target is to push market cap to $50 million!
Personal real-time trading record, not investment advice. On-chain risks are extremely high, DYOR!
Geopolitical tensions unexpectedly heated up over the weekend. Oil prices are holding steady for now, with Brent around 94.5 and WTI around 89.3, showing little volatility. Spot gold pulled back to 4431 (-0.95%), silver to 66.2 (-1.16%), and the U.S. dollar index edged up slightly to 99.16.
Bitcoin traded sideways over the weekend in the 79800-80200 range, with volatility narrowing. After August nonfarm payrolls beat expectations, rate hike expectations resurfaced, putting pressure on risk assets overall, but spot ETF inflows are still coming in, offsetting part of the selling pressure.
Right now, the market is being pulled by two forces: on one side, the Middle East situation is boosting safe-haven demand (gold, crude oil, and some funds viewing BTC as a hedge); on the other, rate expectations and September seasonality are weighing on prices. Who has the upper hand in the short term will still depend on sentiment after Monday's open and further developments in the conflict.
Weekend liquidity is thin, and news flow can easily amplify volatility, so don't take on too much position size. Watch whether oil and gold can hold steady, and whether BTC can maintain support around 79500.
Let's talk about the meme trading ledger: (Robinhood chain) In the morning I bought the scam coin SLINK, put in $1200 and got $200 out. With the remaining 200U, I used 100U to buy HOVER, which performed so-so, and the other 100U to buy par, which doubled and let me recover the principal. Overall, I was down 900U in the morning.
(BSC chain) In the afternoon, after the livestream ended, I started looking for memes again and saw Sue. I threw in two BNB, and after dinner I exited after it nearly tripled, recovering the principal. Today's happiness was given by the BSC chain🫶
September 5, Binance Alpha 30-Day New Token Trading Competition
👏👏 Follow on-chain market trends and participate in #ALPHA . Whether you’re farming airdrops or going after opportunities, you can use your Binance Web3 Wallet to trade directly. Use the super user invite code SSSYYY to automatically save 30%. If you don’t know how, you can follow the steps in images 2 and 3, or join the group chat to communicate and learn together.
DOS: 4 days left. Price is lingering at 0.24. 24-hour volume is just over 4 million. It dipped a bit more today. The current FDV is 242 million, and yesterday’s limit order trading volume was close to 1 billion.
KII: 8 days left. Current price is 0.0627, with 126 million in volume, up slightly by 1%.
TMX: 19 days left. Trading competition has 4 days left. Price is 0.0933, down nearly 16% in a day, with volume over 8 million. Yesterday’s limit order volume was 170 million, but by this time today it’s only 160,000.
FLORK: 27 days left. 0.018, down 15%, with around 12 million in volume. FDV is only 18 million.
Niu Lai: 12 days left. Futures have also been launched. Current price is 0.0839, down 7%, with 27 million in volume.
DEBIT: 20 days left. Price is 1.8. 24-hour volume is 210 million. The drop is less than 5%, and FDV is 180 million.
TAC: 29 days left. 0.0026 rose against the trend by 19% today, with just over 10 million in volume.
CP: 29 days left. 0.0306, down 18%, with 19 million in volume.
The U.S. added 162,000 nonfarm payrolls in August, far above the expected 56,000, and the prior month was revised up as well. June and July were also revised up by a combined 55,000. The unemployment rate remained at 4.1%. The labor market is stronger than the market expected. Right after the data came out, the odds of a September rate hike moved back up to around 60%. The easing tone from Waller’s comment on Thursday — that if inflation keeps slowing, he would lean toward staying on hold — was basically erased.
U.S. stocks (Friday close) Dow -0.51%, at 53,414 S&P -0.38%, at 7,718 Nasdaq -0.29%, at 26,507 After rising more than 1% on Thursday, the market gave back part of that on Friday. Tech did not collapse, but no one was eager to chase. The market is now shifting attention to next week’s CPI, which is the real anchor for the September policy meeting.
Gold, silver, and oil: Gold briefly broke below 4,400, with spot prices falling from nearly 4,500 on Thursday to below 4,400. Silver also fell. Oil is still hovering near elevated levels. News from the Middle East about Iran striking the UAE and a U.S. military base in Kuwait is still in play, but the nonfarm report overwhelmed the geopolitical risk premium.
Crypto: BTC surged to around 82,000 on Thursday, hitting its highest level since mid-May, then pulled back to the 79,400–79,700 range after Friday’s nonfarm report, with spot around 79,600. ETH followed lower, back to around 2,450. Crypto-related U.S. stocks were very strong on Thursday (MSTR, COIN, and CRCL all rose by double digits), but cooled off on Friday along with the broader indexes. In short: Thursday’s trade was about “rate hikes may not be urgent,” while Friday’s trade was about “the labor market is not soft yet.” Neither side is fully played out; the weekend is for digestion.
Three things to watch next: 1. Next week’s CPI, which is more important than the nonfarm report. 2. Whether BTC can hold above 79,000; if not, watch 78,000. 3. If the Middle East sees new developments, oil and safe havens will take center stage again. For reference only, not investment advice. Don’t go too heavy on leverage over the weekend.