新哥币富

The main storyline of these two days $XPL and $APESTR

The logic for entering $XPL is that the project party has strength, and they can withstand so many airdrops at the opening. At the same time, that night, there was negative news from Russia, but the market was almost unaffected. Taking on positions means that the project party's timing for unloading is not now. Average price 0.88 buying spot at 15wu, selling half of the position at 1.4, currently holding half.

$APESTR is a new project from nftstrategy last week, which can be seen as a beta for $PUNKSTR. At that time, punkstr's market value was 40m, so even with taxes at the opening, it is very reasonable to enter at a market value of 1-2m including tax. Moreover, there are official ape and all-ecosystem og calls. Today, punkstr surged, driving apestr, and I sold half.

However, punkstr currently has a 10% tax reaching 80m, which I cannot explain. Logically, if there are market makers, the market wear and tear would be very high, but can the 80m market value be solely attributed to community fomo? It doesn't seem very realistic. Do you have any good ideas? #PCE数据来袭 #币安HODLer空投FF

In summary $XPL :

It was a somewhat disappointing trade. At first, I noticed it being mentioned repeatedly on Twitter, so I started paying attention. The first presale sold out immediately, which got me to focus on it. When the second presale started, I invested a significant amount (compared to previous projects where I just put in money).

The more I learned, the more I realized how impressive this project was. After Binance launched its financial activities, I went all in, from the initial 10wu order number to later 1wu and 5wu. I also encouraged my friends around me to work hard overnight.

On the day of the token launch, my judgment of the sentiment and the market was still too poor. At that time, I saw that the market was not doing well, and Upbit had already gone live early with a flat opening, so shortly after the opening, I aggregated and sold in batches on Binance.

The biggest lesson is to believe in the consensus of top leaders. When selling, if I pay more attention to CT and group chats, checking the quality consensus of Chinese top influencers, I should be more confident in holding.

I see many friends around me, the experts on CT $XPL have achieved great results, and I admire them very much. There are still many areas where I need to learn and grow. Summarizing experiences, and continuing to start #PCE数据来袭 #币安HODLer空投FF

Talk about the RWA projects that today wlfi and bonk officials are focusing on $real

In terms of chips, I have cleaned them up. The major player controls 95% of the chips at the bottom. During the 1 million horizontal period, a large number of trades were made to small addresses, with all chips below 30 million being controlled by the major player, pulling the price up single-handedly. The chips held by retail investors (excluding the major player) do not exceed 5%, and the cost is heavily concentrated above 100 million.

The project has products, a white paper, and support from wlfi and bonk. The major player should not dump the price in the short term; dumping would be a slap in the face of wlfi and bonk, right? I also bet that it will lock up positions next, and the time of locking is the time to take off. The official Twitter bell should be ringing Real

Current projects are all trending towards low circulation. If 90% is locked up, is the project supported by wlfi + bonk still expensive at 15 million now?

No more to say, let's first look at 1b.

8Aq4fWMgPqJbF3w8w8PnLDRVUAFe4mzsCvPKxAArbonk

#币安HODLer空投HEMI #狗狗币ETF进展

The Stars launch platform that I had been following has also started launching its own ecological meme. You can pay special attention to $XMOON, which has a gameplay similar to Stars, with a fair minting method. However, $XMOON has a guaranteed mechanism, so minting participants generally won't lose money. With support from the platform's official backing, it just went online and its market value reached 1 million, and it continues to rise. Here are a few innovations:

1. Guaranteed mechanism, minting participants won't lose money;

2. It is both a meme and an ecological empowerment, launching "Online Business School + Growth Practice Field," and will continue to attract traffic, with the possibility of ground promotion;

3. 20% of the income generated by the project will be used for buybacks + burns, introducing a deflationary mechanism;

4. It has secured its ecological niche, being a leading meme, so you can keep an eye on it! #币安HODLer空投0G #BNB创新高

Yesterday we were still discussing which CEX would take over, and today Binance has launched Perp.

Important Announcement from Binance: Binance Futures will launch USDⓈ-based TOSHIUSDT and STBLUSDT perpetual contracts (September 17, 2025)

The $STBL project is quite interesting, a relatively rare Alpha player that climbed onto Perp the day after. Indeed, given yesterday's hype and trading volume, giving a perp is not too much, just now after adding positions, a big brother came in with a pillar, probably got caught and cried 😭

This morning I saw quite a few big accounts from abroad calling out trades, I will take a look at the situation again.

Perp opened at 0.24 and now it's at 0.225, the key point is that the funding rate is as high as 1.6% every 4 hours, so is it promising?

Add positions again to win, through hedging to take half to cover the funding rate, the rest let's see if we can wait for a ladder, anyway, it's already profit. #BNB创新高 #BNBChain生态代币普涨

After Bitcoin finished its pullback, it is gradually recovering step by step. Currently, the market has not formed a unified consensus, and everyone is waiting for the interest rate decision on Thursday morning. After the Federal Reserve announces the rate cut, the market will re-enter the upward mode; however, the market's performance before and after the announcement is uncertain, so contract users must pay attention to risks;

Since last night, the BNB chain has re-entered the upward mode, the reason being CZ's return to Binance. Related meme tokens are taking off, and some coins on Alpha are also performing well. The flywheel effect is in progress, and everyone can pay close attention;

Today, Aster will have its TGE on its own platform, and Maiga_AI will go live on Alpha, which is worth paying attention to;

Let me mention today's market operation highlights:

1. BSC collectively surged, with TST leading the charge, it hasn't ended yet, wait for an opportunity for horizontal adjustment. The best performers in the back row are Mubarak, I bought some. Others like 714, Koma, Cat, Babydoge, and Why are all memes on BSC, keep an eye on any unusual movements, and if there is a volume increase, you can try to speculate!

2. The effects on Binance Alpha are still ongoing, last night the Alpha-launched #STBL took off straight, rising nearly 20x from the bottom, with Alpha airdrops directly at 600+;

PS: STBL was founded by Reeve Collins (co-founder of Tether) and supported by Wave Digital Assets;

3. PlasmaFDN had a limit of 200 million USD last night, which was filled directly by scientists through contract adjustments before 9 PM, a game for big player scientists;

4. JU's big casino Mario has arrived, the platform coin JU dropped directly from 24 to 6, starting to harvest;

5. XUnit officially partners with Nasdaq-listed company YSXT to build a compliance-driven RWA standardized platform, where XUnit is the NFT infrastructure platform of Xlayer; hence, pay close attention to OKB, something will definitely happen later;

6. Circle actively embraces Hyperliquid, and recently Hype has been continuously favorable; if there is a decline later, it can be a focus;

7. Aster_DEX is listing on its own platform today, this is a perpetual contract platform based on BNBchain. After the hype exploded, perpetual contract platforms will be crazily speculated by the market just like L2 back in the day, so pay close attention;

8. KaitoAI's new project HanaNetwork has arrived, which can be studied. After the ZKC effect, I estimate that the projects on the Kaito platform will be subject to FOMO; #BNB创新高 #BNBChain生态代币普涨

In the past week, $OPEN has fallen back after a peak, which is basically in line with my expectations. At that time, I also urged everyone to withdraw, so it has come full circle, as there always needs to be a period of reflection.

Currently, the price has retreated close to half of its high, and I have re-entered a small position to see if it can hold.

There are two reasons:

1. Today I heard from the circle that Open is preparing for a second wave of listings, such as preparing to list on CB and some other CEX (it has already been listed on crypto.com).

Another source said $Open might be in talks with a well-known American trading platform that has over 20 million retail investors and is very reputable, but I can't say the name.

2. I asked around and found that most of the trapped positions from the opening phase have already cut losses.

To be honest, the K-line currently looks a bit ugly. Out of respect for a friend who gave me the information, I set a narrow stop loss at 0.81 to take a gamble.

In the next few days, there may be significant fluctuations in the market, and if a large spike occurs, I will consider getting some #美国讨论BTC战略储备 #币安HODLer空投AVNT .

It seems that $stars' emotions are indeed okay. I was thinking that if it didn't work out, I wouldn't write anything. Now I'm almost doubling my investment; the platform is starsmint.

1. Fair minting is actually similar to the inscription method, where you first fix the amount to invest. There is a guarantee mechanism here, for example, if you invest 0.1 okb and the final coin price drops below the mint price, you can exit with 0.09 okb, losing 0.01 okb.
2. 90% of the pool is locked, and 10% is used for buybacks. I currently don't understand what is being bought back, but I've heard others say it will be used to buy back $jager. I don't understand this logic.
3. The underlying pool of the stars platform has v3 two-way liquidity, which normally requires 1000 okb to achieve the multiple, but this mechanism can be done with just 200 okb.
4. The sentiment is very good right now; I see various groups talking about it. $stars has a standard label on the platform, which should mean it is a platform token.

It has now reached 3m. If the platform really takes off, it won't be too high as a platform token, but if it doesn't take off, then let's pretend I didn't say anything.
#BNB创新高 #币安HODLer空投ZKC

Delisting Coin Reflection

Recently, $BAKE and $HIFI have both surged 5-10 times.

Analysis of the surge reasons: The attention gained from delisting + improvement in external liquidity + the contract is still active, giving the operators a huge room for maneuver. As long as the operators still hold some coins, if this wave isn't handled well, the focus after the bake is insufficient.

Analysis of how delisting reduces operational costs: The sell-off from delisting also gives the operators a chance to buy back chips. The certainty of shorting with silly money also provides a source of profit for the operators, as they don't have to meet various constraints from Binance.

Analysis of the long-short logic: Before baking, it surged 5 times; HIFI surged 10 times from last night to this morning, with the rates being positive. This indicates that there are actually more people going long. In the past, when it surged several times, the rates had already turned negative; now, there aren't as many people shorting, making it difficult for a short squeeze to occur. It's very easy for a continuous flow to happen, where the proportion of shorts is less than the proportion of longs. However, there are still people shorting. Additionally, after the operators push the price up, some will chase the rise and then sell down to crash the price.

It’s likely just a continuous flow; the operators will offload and abandon the coins. Of course, as you said, there is also a certain probability of that happening. It could happen repeatedly as well, but I think the probability is lower due to the diminishing retail sentiment. If a short squeeze happens, it will be very strong. Eating the funding rate + short squeeze. This requires a price increase and maintenance.

The delisted coins, Llama was really impressive at that time. Everyone thought it would drop after such a big rise, so many people went short. Then it turned out well for Llama, which seemed to have surged over 100 times. However, everyone also has memory; after Llama, people won't easily short delisted coins anymore.

Then for the alpha token, MYX was the first to break into the mainstream, surging several hundred times, and everyone also thinks it will definitely drop as the valuation is too high. So, there are many people shorting; just be patient, we already have the muscle memory and understanding from two battles #BNB创新高 #币安HODLer空投ZKC

The duration of meme attention in the market is getting shorter and shorter. Yesterday, the Ukrainian girl promoted by Musk just surged, and today Trump's ally Charlie was shot, causing $IRYNA's market value to plummet again. Of course, $Charlie itself didn't rise much; it only reached 13M overnight and this morning.

One can clearly feel that the heat of on-chain memes is retreating significantly. There are only 3 civilians who can lower the American flag. Didn't this kind of narrative start at 50M?

In short, the ceiling for current on-chain memes is lowering, while the dog-fighting track is becoming more refined and professional:

Creating tokens, bundling at the bottom, multiple wallets, small accounts entering, large accounts lifting, the entry of the front end is not the start but the harvest; it has already entered the meat grinder stage.

I've heard from friends that the Solana Foundation's secret financial support for meme pump activities has ended, as criticisms of the Solana gambling chain have grown louder and may already affect the promotion of future major narratives such as ETFs and coin stocks.

I haven't been able to verify this with more channels. The Solana Foundation has never admitted to privately funding the meme season, but in any case, as a track becomes more specialized, the opportunities for retail investors to make money are definitely decreasing.

Either you enter the market in advance when the public hasn’t focused and recognized it, reaping the benefits of cognitive disparity. Or you are more specialized and smarter than most people in the industry. Or the entire market is too inflated, in a bubble expansion period; otherwise, how could most people be making money?

Meme is currently in a stage where liquidity is lacking, and the track is increasingly professionalized. Hang in there, and hope the big wave arrives soon. #BNB创新高 #PPI数据来袭

The bread meat grinder $BAKE has started. How many people who got in the car this morning haven't been washed away?

A couple of days ago, when $MYX surged a thousand times, a bunch of people were on Twitter writing about how they missed the chance to get rich, heartbroken. Some invested in private placements and got burned after the opening, while others did this or that, but it really had no significance at all 😂😂😂

If you had another chance, 99.9% of people still wouldn't be able to hold on.

And do you really think that if you hold on without selling and don’t return your chips, the market makers would drive the price up like this? Bubblemaps released an analysis today on how MYX faked the entire airdrop for themselves, but it doesn’t matter; the current industry practices are like this, and you can't expect CEX to act as the judge.

Last night, I chatted with a friend who is a MM about the control of $MYX. He speculated that when it actually starts, the chips outside might only be around a thousand 3, meaning that 99.7% of the circulating chips are in the hands of MYX MM or related parties. I can't verify this data, but it's without a doubt that there is a high degree of chip control, and then with a slight up and down shake, not many can hold on.

For example, after $BAKE started today, it also bounced around 0.08 and 0.1 for quite a while, and many friends around me just got shaken off. I made a little profit and then stopped looking because the more I look, the less I can hold on; just treat it as some stubborn candy on the market maker.

Gained it is my fortune, lost it is my fate. My strategy in betting on the wild market is just like this; let whoever wants it have it. #币安HODLer空投HOLO #AI板块表现突出

These past few days, $MYX has made many teams and MM feel itchy. Yesterday, there was a rumor that they earned at least 50 million dollars🔪, but I don't know how they calculated that. However, they must be making a lot of money.

I heard a long time ago that the team doesn't have much $Bake in hand, so is the wild farm planning to stir things up today? OI is growing rapidly.

Now, it has pulled 60 points with an FDV of only 14 million. There are 7 days left until the 17th when it will be delisted. If the wild farm collects the chips, this time is enough to play a script.

I started with a test position to see if $BAKE will become the new meat grinder in the coming week.

One of the reasons for buying $bake is that myx has increased too many times before. Unless the position is large, the returns are limited. So, retail investors who missed out on MIX should be looking for the next stage of MYX.

The last one that caused a stir before delisting was the alpaca🦙, and many people still remember it clearly, which can easily trigger associations. Of course, how it ultimately turns out still depends on the operator's skills and funds. At least for small funds, the risk-reward ratio is higher than that of the current myx.

When will $MYX end its evil life? When the market's attention is no longer focused on it, and funds start to bet elsewhere; otherwise, it can forever eat both long and short positions.

The delisting track is already heating up, which is good. Don't give MYX money anymore, brothers #币安HODLer空投HOLO #AI板块表现突出

Upbit has launched the Korean won pair, and the resources of Little Octopus are still strong with $OPEN. However, the short-term positive news has mostly been released, so I took my profits first and am waiting for the right opportunity to enter.

In East Asia, only China and South Korea have purchasing power, especially if project teams establish communities in South Korea and negotiate well with two CEXs starting with B, this can clearly create a second expectation for the token price. This is also where many people previously mocked Open's Asia tour as useless for running in China and South Korea, but I take it seriously.

When conducting project research, it's not only about looking at token economics and narratives, but also whether the team has a sense of preparing for listing. This wave of $OPEN has lived up to the attention.

#AI板块表现突出 #山寨币市场回暖

Last night's data not only confirmed the market's expectation of a 100% interest rate cut this month but also raised concerns about the risk of an economic recession. If a recession is indeed confirmed, it would be much more severe than the interest rate cut, which is negative for the market. However, based on the current data, a recession is far from the reality. But the market behaves this way; it typically panics first and then corrects itself;

Currently, Bitcoin is primarily in a consolidation phase on the 4-hour chart. 110000 is a strong support level, and so far, there have been 4 instances of effective support around 110000. However, if there are no significant positive stimuli in the future, the market will mainly focus on consolidation and adjustment;

As long as the market stabilizes and continues to undergo adjustments, altcoins will be very active. We are currently in the altcoin phase, so pay close attention to CEX altcoins, as the leading projects are performing strongly;

Let’s discuss today’s market highlights:

1. CME 'Federal Reserve Watch': The probability of the Federal Reserve cutting rates by 25 basis points in September is… #ENA #SKY and other teams have put forward their respective proposals. Currently, the SKY team's proposal seems the most appealing;

2. Tether issued USD0 on Xlayer, and the subsequent Xlaunch may lean towards Xlayer. Therefore, in addition to daily volume, pay special attention to OKB;

3. The Treasury company Heritage Distilling has refined its strategy, and the native IP token of Story has reached a historic high;

4. Binance will launch Ethena USDe (USDe), which is of great significance for ENA. The launch of USDe is just the beginning; a real spiral is brewing behind it;

5. SharpLink Gaming (SBET) has slowed down its accumulation speed, having not increased its Ethereum holdings in the past week. Its current holding remains 837230 ETH, consistent with the data observed on September 3;

6. Trump’s Truth Social will allow users to convert rewards into CRO, deeply binding it with CRO, which can also be seen to be performing strongly;

7. The market's attention has been on Binance's Alpha market these past few days, with strong performances in both spot and contract trading. Previously TRB, now MYX, has caused losses for those attempting to short MYX recently. No one knows how the market makers operate, but in the end, it will definitely catch up; it's just a matter of time;

8. There isn't much good narrative on-chain, but CEX is performing well instead, and some altcoins have started to take action, like WLD ENA KAITO, etc.; #AI板块表现突出 #山寨币市场回暖

Two super favorable news, explained in two sentences:

First: The current revenue scale of ETHENA

In the last 30 days, the Ethena protocol has generated approximately $54.5M in revenue; about $14.8M in the past 7 days; and the total revenue for the previous month was approximately $61M.

Based on this estimate, the annualized revenue could reach around $400M, which will be distributed to holders of sENA and sUSDe, increasing annualized returns, especially as $ENA finally has enabled functionality and real returns (estimated at 7%).

Previously, $ENA was criticized as a "pure governance token"; after the launch of fee dividends, it will be revalued as a cash flow asset (similar to GMX, Synthetix).

Second:

After Binance opened USDe, a large amount of capital may choose USDe instead of other investment methods, because on Bybit, simply holding USDe spot can yield an annual return of 7%-10%, which is incredibly pleasant.

Once Binance also opens USDe spot, in terms of volume, it should not be a big problem to be 3-5 times that of BYBIT, right? In August, the USDe pooled on Bybit was around 300 million, so Binance might add about 1 billion?

In summary, it is bullish; I have always been optimistic about this team, and they have reached another milestone this time.
🥳🥳🥳#AI板块表现突出 #山寨币市场回暖

The Bitcoin 4-hour level has not been able to sustain its rise and is still in a continuous adjustment phase, with strong support around 110,000. Pay close attention to the 113,000 position; if it can stand above it again, there is a high probability that it will continue to rise.

Although the market is still in continuous adjustment, altcoins are already stirring and cannot be suppressed. Yesterday, the coins on Binance Alpha generally rose by about 15%. Meanwhile, tokens with financial backing like SOL, WLD, and ENA have shown strong trends, and meme tokens like Doge, Pengu, and Bonk have also performed well. The altcoin market is unfolding, so continue to pay attention.

Let’s talk about the market highlights today:

1. OKX's Boost has finally arrived. After looking at the rules, it belongs to a general increase; as long as there is a balance and trading volume, points will be generated. Points will be distributed based on a percentage of rewards. There is still some difference from Binance's Alpha. For those who want to engage in trading, you can register through my link for a 20% rebate on transaction fees. Currently, the points accumulated are 60,000, and it will end by tomorrow night, estimated to reach around 100,000.

2. The Little Octopus Open went online last night and is quite strong, currently maintaining a market cap of around 300 million, with a FDV of around 1.4 billion USD.

3. Tokens on Binance Alpha have skyrocketed. Myx's aggressive trading directly caused all short contracts to be liquidated, with liquidation amounts in the past 24 hours exceeding Bitcoin and Ethereum. I've now suffered a heavy loss, selling off 1 million.

4. The WLD financial backing has also arrived. As a result, WLD has taken off, rising 1X from the bottom. More importantly, the financial backing company #OCTO saw its stock plummet by over 50x. Can you believe this happened in the stock market?

5. Upbitglobal has launched its own exchange public chain GIWA, built on the OP Stack for Ethereum L2, which is a direct competition with the Base chain.

6. Diversified micro-strategy Lion Group Holding has announced plans to gradually sell off its reserves of SOL and SUI tokens to switch to HYPE.

7. Aster_DEX is about to have its TGE, and those who have been waiting finally have something to look forward to.

8. FLOCK has simultaneously gone online on Coinbase and Upbit, with a 150% increase in the past 24 hours.

9. HYPE announced that after the on-chain tokenization of stocks, it reached an ATH; the strong remain strong; #AI板块表现突出 #币安HODLer空投LINEA

Brothers, last night $OPEN has already gone live on Binance spot.

I followed up on $OPEN yesterday and felt that it is essentially a foundational infrastructure that combines AI and blockchain, somewhat like a "decentralized NVIDIA."

Core logic: The data, models, and agents of AI have previously been monopolized by large companies, but now through $OPEN, they can be directly monetized, allowing contributors to earn profits. Stanford team's PoA technology records clearly who contributed what.

Some hard data: 1.27 million wallets, 870,000 contributors, 300 TB of data, partners include Walmart, Meta, and Sony, and they have also raised 91 million dollars. This is not just a small project with empty promises.

Everyone has seen the recent altcoin trend on Binance, SOMI has directly strengthened, and projects like $OPEN opened last night, stabilizing with potential for further momentum. More importantly, there are expectations for listing on Upbit, and once realized, Korean funds entering the market will be another accelerator.

I have already entered a position at the current price and will continue to increase my holdings and observe the trend. #币安HODLer空投LINEA #山寨币市场回暖

Recently, the trend of $myx is really worth savoring.

In a short period of time, it has directly surged several times. On the surface, it looks like a retail investor frenzy, but in reality, almost no one is posting profits, and instead, the screen is filled with people shouting to short. Why?

Because retail investors haven't really made a profit; those calling for a short are actually very close to the project party.

🔹Project Party Logic

1. First, collect back the airdrop chips, only then can they have complete control over the chips.
2. There must be capital to drive the market, and raising prices is a forced collection of chips.
3. Once it crashes at a high point, retail investors get washed out, then they buy chips at a lower position, completing the "high control market."

🔹Why play like this?

Because only when the chips are concentrated in the hands of the project party can they act freely later. When the contract goes live, they manipulate the market to create explosive rises and falls → the real profits come from here.

So:

A short-term surge of several times is not because the market suddenly becomes bullish, but a necessary action for control. The harder it rises, the more urgent the collection of chips; a deep crash is to force retail investors to give up their last chips.

👉This means:

The significant rise of $myx is not a "retail consensus," but a combination of project party chip collection + contract liquidation. Once the Binance contract opens, the volatility becomes a money printing machine, and in the end, who earns and who loses, the answer is already written in the script. #币安HODLer空投LINEA #山寨币市场回暖