As soon as the holiday is over, the news melts like a pile of ice cream—turn around and it’s everywhere, let’s chat about a few interesting bits:

First, regarding exchanges: Binance Wallet will have an exclusive TGE for MYX tomorrow, and they casually dropped 291 BOOP as a gift (people with UID ending in 4 have already shared screenshots in their circles). On the other hand, OKX decided to take a step back, feeling that the threshold for the current Cryptopedia airdrop is too high, so they simply took it off the shelves, leaving the opportunists confused.

Institutional stories are quite juicy. Nvidia is actually considering putting BTC on its balance sheet—if the graphics card manufacturer really embraces crypto, this joke could last a year. Meanwhile, VanEck quietly submitted the S-1 document for the BNB ETF to the SEC, and CZ has given Kyrgyzstan some advice: why not bring BNB and BTC into the national treasury? Everyone is trying to turn “coins” into “reserves,” which sounds very 2025.

On-chain gossip is even more intriguing: Reuters reported that a single wallet holds 2 billion USD1, but whose whale it is remains a mystery; the “bottom-buying address” for ETH has been increasing its holdings over the past two months, still showing a paper loss—some people are just naturally resilient to pain. The founder of Notcoin declared on Twitter that “Tap-to-Earn is basically dead,” extinguishing the flames of many mini-games.

On the macro side, gold prices suddenly shot up to 3300 dollars per ounce, making Goldman Sachs ecstatic, as they immediately set targets of 3700 by the end of the year and 4000 by mid-2026. Risk-averse sentiment is clearly on the rise; otherwise, Bitcoin spot ETFs wouldn’t have sucked up 1.81 billion dollars for three consecutive weeks.

Last point: Tether announced plans for Tether.ai, allowing USDT and BTC to serve as payment gateways. With this move, stablecoins will be competing for business with traditional acquiring networks, leading to inevitable regulatory discussions.

That’s about it. Don’t rush to label each point; what really gets the market breathing is likely the next meeting of the Federal Reserve—let’s see which news sets off the spark then.