18

This number made me stop: $AAVE is up 6.21% in 24 hours, while the broader market is only up 1.1%.
That’s not just a beat - it’s a divergence.

Look, the market is moving, but AAVE is moving faster.
Its price is now around $95.56, and the 24-hour volume is significant.
That’s not noise - it’s a signal. And it’s not just a short-term pop either.

Here’s the twist: AAVE’s 7-day change is down, but its 30-day change is up.
So it’s down in the short term, but still up over the longer haul.
That kind of split usually means something is shifting - maybe the market is rotating away from some areas and into others.

Is this the start of a new DeFi push? Or is it just a temporary bounce?
Either way, the numbers are telling a story.

—
Not financial advice. DYOR.

📌 Altcoin Radar · #18 · #Altcoins #CryptoSighted $AAVE

DAY #18 Of Posting Until $XRP Hits $100!🚀

Chinese Moonshot Unveiled Kimi K3: Open AI Model Outperformed Claude Fable 5 in Coding

Chinese startup Moonshot AI has officially unveiled Kimi K3, which has already topped the Frontend Code Arena leaderboard, beating Anthropic’s Claude Fable 5. Big news: Kimi-K3 by @Kimi_Moonshot is now #1 in the Frontend Code Arena with 1679 pts, surpassing Claude Fable 5. This is a 17-place jump from Kimi-k2.6 (#18 -> #1). In Frontend, [...] Сообщение Chinese Moonshot Unveiled Kimi K3: Open AI Model Outperformed Claude Fable 5 in Coding появились сначала на INCRYPTED .

$SKL This 15-minute move directly pulled up 2.36%, with trading volume surging to 4x, and OI rising in sync by 3.66%—clearly new leveraged long positions are doing the work. The active trade imbalance is -10.3%, indicating buy-side dominance. Price has just broken above the recent high of nearly 20 consecutive 5-minute K-lines, and structurally the longs are in control—no issues there.

The OI percentile is at an abnormal 98.2%, ranking #1 in the entire pool by abnormality, and the nominal change ranks #18 as well—this isn’t a small movement. Multiple consecutive periods’ data are lining up, confirmed by depth: OI abnormality is continuing consecutively, volume is above normal, and price has reached a recent boundary—this is more consistent with new capital driving the push.

At the data level, the signals are tightly packed: rising price + OI increase + higher-than-normal volume + breakout of the range—this is a textbook relative-strength breakout structure. But don’t get carried away—this is an intraday signal, and whether it can continue is a matter for the next minute. Looking only at the order-book language, right now the longs are stacking direction with real money.

On weekend evenings, when we were having dinner, my wife asked me, “You’ve been watching US stocks a lot lately. What exactly are you watching?”

I told her, “Companies like $ORCL —though they don’t look exciting, they do a lot of the work that many businesses can’t do without.”

From what I understand, Oracle is mostly an old hand in the enterprise software, database, and cloud space.

One thing about this kind of company that’s easy to overlook is that it doesn’t survive by selling brand-new stories. It survives by the fact that “many companies are already using it.”

That positioning is pretty interesting in today’s market.

On one side, everyone’s chasing the hottest AI names. On the other, the infrastructure companies that genuinely support enterprise data, compute, and system migrations are slowly getting dug back up and looked at again.

I lean more toward $ORCL as well, and that’s where the idea started for me.

For enterprise cloud adoption, centralized data, AI training and deployment—no matter how fancy the talk gets, in the end it still comes down to who stores it, who manages it, and who runs it.

If you really made me pick, from all the noisy plays, one that’s relatively less “floating”—I’d take a second look at companies with long-time customers and migration costs.

Migration costs—anyone who’s worked with systems understands what that means.

It’s not as simple as opening a new account. Many companies have a whole setup that’s been in place for years. If they want to switch, it’s a huge hassle.

That’s why a stock like $ORCL has such a plain, straightforward advantage. It may not surge every day, but its “stickiness” is often stronger than the market thinks.

And on the chart today, it’s not the kind of explosive move.

At the current price of $127.1, it’s up 0.48% over the past 24 hours. It’s been trading in a range of $125.49 to $127.24—steady and quiet, just creeping upward.

But over on Binance, it ranks #18 on the US perpetuals top gainers list, and it’s also made it into the top #28 by trading volume. In the last 24 hours, it has $2.53M USDT in volume, which suggests there aren’t just a few people watching it.

The funding rate is +0.0000%, and open interest is 64,052 contracts.

Oddly, I like this set of numbers. It hasn’t been crowded into the “getting hot” zone, and it hasn’t been so cold that nobody touches it. It feels like there’s capital trying to hold and watch it.

I’m not treating it as one of those “change your life in a day” stocks.

It’s more like this: if you’re still willing to give some patience to enterprise software and cloud, then it’s the kind of name you can put on a watchlist and revisit again and again.

There are variables, of course. The biggest fear for old companies is that the market thinks they’re too slow.

As long as the new narrative runs too aggressively, stocks like this can easily get used as the “low elasticity” comparison group. Then the tape can feel dull.

But if you ask me—within the TradFi sector, if I want something steadier that can still benefit from enterprise digitization and AI infrastructure sentiment—I’d put $ORCL first.

If I lose, don’t cue me. If I win, please buy me a cup of coffee.

$ORCL #US stocks

$JASMY Tonight this 15m bullish candle moved pretty strongly, up 1.93%. Trading volume directly exploded to 14 times the average; the order book buy amount versus sell was 1.26, and the aggressive buy-side demand is clearly evident.

More importantly, OI is rising in sync—15m contract open interest increased 4.57%, and 1h increased 5.25%. The notional change pushed into the top 18 in the whole pool, with an extreme percentile reaching 99.6%. This combination is very typical: it’s not a passive rally driven by short liquidations; it looks more like newly added leveraged long positions being built up with real money.

Funding rates are also staying at a high level. Multiple consecutive periods show abnormal continuation, indicating the market sentiment is overheated. In a tape where volume, price, and positioning are all resonating like this, it’s either the start of an acceleration move or the prelude of a “scythe” building up power—keeping a close watch is the right call.

I put $TSM on this watchlist that can be tracked—not because it’s strong today, but because companies like this are more like a “capacity gate” in the technology supply chain: as the industry moves forward, many incremental gains ultimately have to pass through this layer.

Something interesting is happening on the board as well. The perpetual current price is $406.33, down -1.44% over the past 24 hours. The price range moved from $428.41 to $394.52—volatility isn’t small—but the funding rate is still at +0.0000%. That suggests this isn’t a market where everyone is chasing longs in one direction; sentiment hasn’t gotten overheated. The 24h trading volume is $52.03M USDT, with contract open interest of 27,914 lots, which means it has entered the trading money’s field of view, but it hasn’t become crowded. In a situation like this, I’d rather look than chase highs on other, hotter names.

I’m bullish on it, and the key reason is its position in the industry. As far as I understand, TSMC is roughly the most crucial layer in semiconductor manufacturing. Design companies are good at telling stories, and terminal companies can be easier to see when they have demand—but whether that demand can actually be converted into stable supply is the part in the middle that imposes the constraint. As long as high-performance computing, AI infrastructure, and advanced electronics continue to expand, this kind of manufacturing capability won’t easily lose pricing power.

The second point is its “certainty premium.” Market rotation is very fast—many popular tickers make money largely from expectation gaps, and drawdowns can be quick too. A name like $TSM may not be the most exciting to trade, but it’s easier to absorb large capital. Today it’s clearly pulling back, yet it still ranks #21 on the US stock perpetuals gainers list and #18 on the成交额 (turnover) chart, which shows it isn’t lacking attention. For me, that matters more than whether it’s green or red on a single day.

I haven’t opened any perpetuals yet. I’m planning to place a spot order in batches to test a long position—only taking the first slice near today’s low; if it regains the middle of the range, I’ll add another 3%. The reason I’m not holding contracts is simple: this range is too wide, and the risk-to-reward isn’t clean enough. There are also variables to watch out for. Semiconductors have always been a high-expectation sector. As long as the demand-side pace slows down, or the market first trades in a different direction, these big-cap names can be used to de-risk and reduce positions early. $TSM #USStocks

The market flips faster than a book. Keep some room in your position.

#18 2017 dormant Bitcoin wallet at the 2017 peak just transferred out 383 million.

This one made me pause.

The 2017 peak. Back then, BTC had just broken $20,000, and most people thought that was the end.

People who held on until now—either they died and forgot, or—

either they were already financially free and simply don’t care what the current price is.

And now this kind of person has suddenly moved.

They moved 383 million.

You tell me—does this mean they’re unloading? Or is it just a wallet cleanup? Or switching exchanges?

I can’t guess. I don’t know what his cost basis was back then, or how much he would have made after selling.

But every time I see news like this, I think about the group of people who entered with me back in 2017.

Where are they now? I don’t know. I only know that anyone who could hold from then until now either truly believed, or truly forgot they even had this in the first place.

If they suddenly move now, either they’re about to spend this money, or they think it’s time to move.

No matter which it is, with selling pressure of this size, you can’t say it won’t affect the market. It just comes down to when it arrives and how it comes about.

I’ll watch. I don’t know when he sold or how much.

$DODO 15m Spot market movement—don’t just look at the percentage gain; first check whether people are actually trading.

Spot traded 16.82M, and Binance’s trade ranking is #18. If the volume ranks near the top, it suggests this isn’t just some idle low-visibility fluctuation.

In the past 24h, it’s up 37.69%; spread is 0.07%. The upper push cost is 15.2k, while the lower dump cost is 32.8k. The spread is stable and trading activity continues—then the order book signals become more meaningful.

Next, watch for two things: whether the volume keeps up, and whether the spread suddenly widens.

#18 Japan reclassifies crypto as a financial asset, paving the way for tax cuts

And #5 Japan can be viewed together.

This is something I’ve seen before in Japan. Around 2017, they were already calling for amendments to the law—how many years did they drag it out? Now it’s finally implemented, and it even comes with tax relief.

Do you know what this means? The Japanese government really wants retail investors to come in. Taxes are a barrier—when the barrier is lowered, retail investors are more willing to play properly.

I didn’t get an itch to click on this one. But I read it seriously all the way through.

A very obvious thing lately is that funding is starting to price in “crypto entry” again.

It’s not just tracking the coin price itself—people are slowly taking another look at those kinds of assets that can handle trades, provide custody, and benefit from emotion spilling over.

$COIN —I’m leaning bullish.

When I saw it while scrolling on the subway, Binance’s U.S. stock perpetuals list had it at #18 on the biggest gainers by growth, and #17 on the volume chart as well. That means it’s not some untouched little corner.

It moved to $162.16 in 24 hours, touched an intraday high of $164.11, had a low at $156.01, and it’s up 3.50%.

This move isn’t exaggerated—in fact, it makes me comfortable.

If it were one of those tickets that rockets up wildly in one go, someone like me who’s been educated by the market twice would probably pull my hands back instead.

In my understanding, the appeal of $COIN isn’t only “riding the sentiment next to $BTC .”

From what I know, it’s basically a door between the crypto world and traditional capital.

In business, doors may seem ordinary day to day, but when the market is active, everyone squeezes through.

As long as trading momentum comes back, if money outside the crypto world wants to get into this track, many times they don’t start with small coins. They often look at a name like this—easier to understand and easier to enter.

There’s also a detail I care about.

On its side, 24-hour trading volume is $51.34M USDT, contract open interest is 39,137 lots, and the funding rate is still +0.0000%.

What does this feel like?

It feels like someone is watching, someone is testing, but the emotion hasn’t heated up to the point of going out of control.

I’d rather take this kind of “not crowded yet” situation than charge in when the whole screen is already shouting.

Of course, $COIN isn’t something you should blindly hold.

It’s tightly tied to how active the crypto market is. Once the coin price weakens, or the sentiment across the whole sector cools down, this ticket will most likely be affected too.

And sometimes these are the most annoying kinds of tickets. Even when the industry direction is fine, it can still slap you around back and forth intraday.

If it were me, I’d treat it as a core position to observe crypto sentiment in TradFi.

Not to bet on a single big bullish candle, but to bet that when heat returns to the sector, it most likely won’t be absent.

The market can turn on you faster than flipping a book—keep some position size. $COIN #U.S. Stocks

The market is now keeping an eye on $SPY , and there’s a reason for that.

I was just looking through the Binance TradFi rankings on the subway, and I saw it ranked #18 on the U.S. stock perpetual futures top gainers list, and #21 on the trading volume list. My first reaction wasn’t, “How is this even on the list,” but rather that capital is starting to move toward something bigger and steadier.

$SPY , to put it simply, is a tool that many people use to bet on the mood of the U.S. broad market.

If you don’t want to pick stocks one by one, but still want to capture the overall sentiment of U.S. stocks, a lot of money ultimately ends up going to something like this.

That’s also why I’m leaning bullish on it.

It’s not “explosive” just because it only rose +0.51% over the past 24 hours. Instead, it’s this kind of not-too-outrageous move, paired with $26.21M USDT in trading volume and 27,384 open positions, which feels more like someone is continuously watching—not like passing by to take a quick look and leave.

I also checked its range for the day: low at $748.61, high at $757.05, and the current price at $756.51.

This suggests it isn’t a quick spike that quickly goes limp; for most of the time, the price stays close to the intraday high.

After doing this for a while, I know these kinds of setups: the ones that look “less exciting” are often the ones that are more likely to catch capital when sentiment swings.

There’s another detail I care about: the funding rate is +0.0000%.

That number is flat, but there’s a benefit to being flat.

It means the crowding to chase longs isn’t as heavy—at least I didn’t see the “everyone squeezing into the same side of the trade” kind of smell.

Put it in the context of where things are right now, and the logic also holds.

As long as the market here is still willing to assign valuations to broad-market assets, this kind of direct “catch-all” tool like $SPY won’t be low on attention.

From what I understand, for something like this that tracks the S&P 500—an index ETF—its returns come from the overall performance after packaging U.S. core assets.

You don’t need to bet on any single company’s earnings beating expectations, and you don’t need to worry about hitting a single stock’s black swan. The advantage is diversification and peace of mind.

Of course, it isn’t without variables.

If macro expectations suddenly turn cooler, or if the market starts thinking the broad market is too expensive, then a thing like $SPY —which is the most “representative of the market”—could also see drawdowns come very directly, and you can’t really dodge it.

But if it were me, I’d rather watch something with real trading activity, sustained positions, and a funding rate that isn’t “hot,” than chase names that shoot up on a single line and then pretend the next day they never existed.

On my side, I’m leaning bullish. If I do trade it, I’d rather wait for it to hold the strong range from these two days, and then move up gradually—no rushing to randomly拍.

The market is changing; what’s true today may not be true tomorrow.

$SPY #U.S. stocks

$GLW Today I wanted to take another look—not because it’s up 1.46%, but because the 24-hour trading volume reached 10.97M USDT. Open interest is 93,247 contracts, yet the funding rate is +0.0000%.

I’m pretty attentive to this kind of market contrast.

To be honest, in those really “hot” tickers, the funding rate is usually squeezed first.

But it doesn’t look like a pure emotion-driven top. It feels like someone is trading seriously, and someone else is holding seriously to watch.

I just bought some oden from the convenience store on my way home. While riding the elevator, I was thinking that this “high attention but not obviously crowded” state feels more comfortable than the kind that makes you get hooked at first glance.

As for my understanding of Corning, it mainly comes down to long-established materials and manufacturing capability.

Companies like this may not always be on the trending lists every day, but as long as terminal demand shows signs of repair, or a new round of hardware-cycle recovery kicks in, the market will start paying attention to these more bottom-layer supply positions again.

Its advantage isn’t that the story is especially flashy. Instead, as many industries move forward, they ultimately can’t get around these very basic but hard-to-replace links: materials, glass, displays, and connectivity.

I’d give a bit of a premium to a company like this, because it isn’t floating like a pure concept stock.

If you make me describe it using the words a young girl would use, it’s “not so astonishing, but easy on the eyes over time.”

On the chart today, the high and low are between $192.88 and $186.55. There’s some range, and it doesn’t close in a chaotic way.

This suggests both bulls and bears are testing the waters, but no one’s emotions have completely gone out of control.

I’m leaning bullish. But I don’t think it’s going to immediately turn into some wildly exaggerated trend. More like, from this position, it looks as if capital is starting to bring it back into view.

On Binance, the U.S. stock perpetuals gainers list ranks it at #18, and the trading volume list also puts it at #28. That indicates it’s not just a neglected side piece with no one paying attention.

Of course, I won’t say everything with absolute certainty.

Names like this sometimes have a problem: the logic isn’t wrong, but the catalysts come slowly—and holding it can be really grinding.

If the overall risk appetite in U.S. stocks suddenly cools off, or the market goes chasing even more stimulating themes again, it can easily start to look “not sexy enough” 🥲

So this isn’t an impulsive bullish post. It’s more of a patient bullish view.

I’m willing to keep observing, and even try a small position. But I don’t want to chase too aggressively after a single bullish day.

If it turns out wrong, don’t cue me. If it works, treat me to a cup of coffee. $GLW #USStocks

↑8.0% - that’s the kind of move that doesn’t just happen, it stands out.

$PEPE ’s 24-hour jump is sharp, but it’s not the only story.
Over the past 7 days, it’s still up ↑4.4%, and the Fear & Greed Index - at 23 - is in extreme fear territory.
One’s moving up, the other’s frozen in panic. That’s the kind of divergence that makes you pause.

And here’s the thing: when a coin is up ↑8.0% in one day, but the Fear & Greed Index is still in the tank, it suggests something is moving against the crowd.
Who’s stepping in? Who’s buying when the mood is all but broken?

This isn’t just a short-term bounce. It’s a signal - not always loud, but clear enough to be noticed.

—
Not financial advice. DYOR.

📌 Fear & Greed · #18 · #FearAndGreed #CryptoSighted $PEPE

The strangest part isn’t that $LIT got into the gainers board—it’s that the spot market barely moved.

In the past 24 hours, spot is up only 5.24%, with the price ranging from 0.656 to 0.755, and volume at just 0.80M. Meanwhile, the contracts have printed 119.61M; the contracts/spot volume ratio is 149.6x. This isn’t normal turnover anymore—it’s more like pure derivatives are pricing each other.

Looking at the structure again: the funding rate is -0.0445%, which means shorts are paying. But open interest is still 25,389,079 LIT, indicating people haven’t left—positions are still being built. The price can make it onto the contract gainers board at #3 and the contract trading value board at #18. This isn’t spot capital truly chasing—it’s that the emotions in the futures market got pumped first.

I won’t chase longs in this kind of tape, and I’m not in a rush to short either. I’ll place a small short order for contracts near the spot high at 0.755, with position size at 3%. If it continues to surge and holds steady, I’ll cut the trade. Until I see the spot market release volume to confirm, I’ll treat it as a high-leverage betting game, not a trend trade. $LIT #LIT

Don’t go all-in; if you lose, don’t blame me.

$NFP 15m Spot volatility, the price has jumped. The key is whether trading volume can keep up.

Spot trades: 11.65M, Binance trade ranking #18. If the trades can rank at the front, it means the move isn’t just small fluctuations that nobody pays attention to.

Now: 24h change +30.36%; spread 0.14%; upside cost 5575, downside cost 8983. The order book is showing trading difficulty, but whether it can truly break out depends on the volume.

Going forward, watch two things: whether the volume can continue, and whether the spread suddenly widens.

If you noticed Binance launching a wave of new futures contracts in June and July, while Bitcoin’s profit and loss ratio hit a 43-month low, you might be wondering: is this a sign of growing institutional interest or a looming bearish shift?

This contrast is striking. New product launches typically signal increased interest, especially from institutional players who rely on deep liquidity and diverse trading options. Yet, Bitcoin’s fundamentals, as reflected in the P/L ratio, are weak.

Could the launch of new futures contracts be a strategic move to offset Bitcoin’s weakening fundamentals, or is it a sign of deeper market stress?

The numbers don’t lie - Binance is expanding, but Bitcoin’s traders are struggling. What does that say about where we are in the cycle?

—
Not financial advice. Crypto assets are high-risk; do your own research.

📌 News Take · #18

#CryptoNews #CryptoSighted

🔴 Scam #18: Ponzi schemes never end well.

"You earn 2% daily on your deposit." Sounds amazing until you realize new user deposits pay old user withdrawals. Eventually nobody joins and everything collapses.

If a platform guarantees returns, it is a ponzi. Run.

$ICP #Crypto #ScamAlert

Top addresses trigger action: SOL going long

Top-list / key trader starts executing: SOL going long

This isn’t a random scan of a small address. This machine automatically ranks top-list traders—rank #18.

Just captured a real-time newly opened position: SOL going long, position size about $570.44K.
0x1289...e9c4 (0x1289...e9c4) was newly opened 3 minutes ago, average price 81.136, filled 7.03K SOL, completed in 48 trades.

Current holdings in the same coin: none in the same direction. Leverage: cross. Unrealized P&L: not returned. ROE: not returned.
Liquidation price: not returned

This type of address is worth watching for follow-up actions: if it continues to add to the position, it likely isn’t just a test; if it closes quickly, it could be short-term capital probing.

Time: 07/03 15:30:15
Only records publicly available contract trade data; not investment advice.