Alpha恩给

The drop in the U price should be influenced by the upcoming interest rate cuts by the US dollar.
It is expected that the US dollar/U will decline, leading to capital outflows.

This is consistent with the logic that Bee Brother previously analyzed subjectively:

The speculative market also believes that US dollar interest rates are about to decrease, and the current US dollar is relatively at its highest cost.

Therefore, at the beginning of interest rate cuts, hot money will flow out of the speculative market to pay off leverage.

After a few interest rate cuts, when the cost of leverage is lower, capital will flow back into the speculative market.

This can explain one of the reasons for the "initial drop after interest rate cuts" in the US stock market and the cryptocurrency market.
#美联储降息预期

I really admire the recent operations of RWA leader Ondo, they did not disappoint and directly entered the stock tokenization market, aiming to create a "Wall Street 2.0" plan to chain thousands of stocks. Wow, this pattern is indeed big, with a move that is truly explosive.

This time, Ondo has really gone big, launching over a hundred tokenized stocks at once, and I heard that they plan to have over a thousand stocks online by the end of the year. I am truly shocked by this scale; this is the largest stock chaining operation in history.

Think about it, with global liquidity and 24/7 trading, this concept is indeed very appealing. In the past, trading stocks meant waiting for market opening hours, but now you can trade 24 hours at any time; I think this innovation has great potential.

I have to say, as the leader in the RWA track, Ondo's actions this time are indeed in line with expectations and have even exceeded my imagination. They are building a bridge from traditional finance to on-chain finance, and they are set to completely change the rhythm of the game rules.
#加密立法新纪元

The TGE time for Momentum feels like it's coming really soon! Yesterday while I was in the group chat, I saw many friends frantically forming LP groups, and this operation really made me a bit worried.

I was thinking, if the project party really gives LP weight, will those who form groups but do not stay for a full week directly crash? This risk is still quite large, after all, everyone is rushing to get on board.

But to be honest, being able to stably earn about 8-10U for daily expenses through the Sui ecosystem feels really great! This stable income gives people a sense of security, without having to worry every day about chasing highs and bottom fishing.

There is still a channel for sprint interaction to participate in, and it feels like this opportunity is still pretty good. Although the market changes quickly, having this relatively stable source of income does make people feel more at ease.

Looking at this trend, the airdrop for Momentum should be released soon, and I hope that those friends who are serious about doing LP can have a good harvest. After all, in the current market environment, it's really not easy to seize a reliable opportunity.
#特朗普马斯克分歧

I have recently been researching the Goat Network project, and I find it quite interesting. I'd like to share my thoughts with everyone.

First, let's talk about the positioning of this project. @GOATRollup is actually a BTC Layer2 project based on ZK Rollup technology. To be honest, this narrative is quite common in the BTC ecosystem and isn't anything new. However, what's interesting is that Goat is actually a sub-project created by the ZKM @ProjectZKM team, which adds significant weight to its background.

Next, let's discuss the team. I found that the core teams of both projects are basically the same group of people, which is a clever move. However, Goat does have its own characteristics; they specifically brought in two people to handle the economic model design and risk control aspects of asset management. I think this arrangement is quite professional.

The CEO is Metis, who has a certain level of recognition in the community. From the team configuration, the technical strength should be reliable, as ZKM indeed has accumulated experience in ZK technology.

Overall, even though the BTC Layer2 track is currently very competitive, with the technical foundation of ZKM and a dedicated economic model and risk control team, I believe Goat Network is still worth paying attention to. Of course, this field currently has too many projects, and ultimately, it will depend on the product implementation and ecological development.
#上市公司囤币潮

The new allocation for the fundraising by @boundless_xyz has finally come out! I took a look, and this operation is indeed a victory for the low-risk multi-account parties.

I carefully studied their allocation mechanism, and it is really quite interesting. Users at the diamond level can receive an allocation of 2320u, with an additional 50% bonus, which is indeed impressive. The gold level is 1340u with a 30% bonus, silver is 757u with a 15% bonus, bronze is 396u with a 10% bonus, and even users with no level can receive 290u.

To be honest, I think this allocation method is quite reasonable. Unlike some projects, where scientists and big players take everything, ordinary users can't even get a sip. This time, Boundless at least allows everyone who participates to share in the spoils.

I sincerely hope Boundless can set an example for other projects. After all, so far, none of the fundraising projects from Kaito have launched normally, which is indeed a bit disappointing. Seeing Boundless's allocation mechanism, I think this is how fundraising should be done.

This low-risk multi-account strategy seems to be correct. Although individual accounts do not gain much, they win in stability. It is much better than those who chase high prices and then get cut off by the market.
#上市公司囤币潮

"The LXP-L airdrop can be calculated"
@LineaBuild

The official statement indicates that the LXP-L distributed during the Linea Surge phase will correspond to airdrop 4% tokens.
Total amount of Linea tokens: 72 billion
Total amount of LXP-L: 2,880,399,600
Calculation formula:
The number of LXP-L you hold / 2,880,399,600 X 72 billion X 0.04

In the end, the amount of $LINEA tokens from the airdrop will equal the amount of LXP-L 😂

Personal estimate to be claimed together with the latest TVL activity expiration:
Claim 40% on October 27, then linear release
#上市公司囤币潮

Participated in @four_meme_'s IPO,
Currently no refund yet,
The UDS1 and FORM I went to,
FORM must be hedged or borrowed,
Otherwise, it will incur huge losses, I couldn't borrow,
I watched the hedge for several hours.
Of course, I was also grinding points, but I don’t want to grind too much,
Because Alpha doesn’t have that many airdrops, can four recover the cost by grinding?
The handling fee is still relatively high, I have been grinding the coins I created,
Creating every day, grinding every day, don’t grind the ones created the previous day, the traps are too disgusting, I also staked 100 FORM for each account, grinding in the 320U range.

September 2nd at 6 PM for refunds and opening, participants, pay attention to the time, refunds need to be manually claimed.
#美国宏观经济数据上链

In the past few days, seeing @AIWayfinder's $PROMPT has really been impressive, increasing directly by 4 times to the highest point in just a few days. However, the pullback in these days has indeed been quite harsh.

This wave of operations has really left people confused; first a surge of 4 times, then a sharp pullback. It's truly the rhythm of the cryptocurrency world, where one day feels like a year in the human world. That said, the recent performance of the $PROMPT token has still been quite eye-catching, although the volatility is too high, making it tough for those who bought at the peak.

Looking at this trend, it feels like the market is still quite enthusiastic about AI-related projects, but the volatility at this stage is indeed considerable, making the timing of entry very critical.
#ETH质押退出动态观察

A VC friend privately told me that @monad might launch its mainnet on September 28. This news came from their internal organization because they participated in Monad's early investment round.

From the tone of this guy's speech, he seems quite certain, not like he’s trying to fool me. After all, we are all insiders, and there's no need to joke about such matters.

If this rumor is true, what major moves will Monad make in this last month? I'm really curious about how they will operate. Typically, before the mainnet launch, the project team usually has a wave of preheating activities or airdrops or something.

If this news is accurate, then the timing is crucial. September 28 is only about a month away, and it feels like the Monad project has always been quite mysterious, with considerable attention.

However, to be fair, it's just a rumor, so everyone should remain rational. Although my friend seems very certain, there hasn't been an official confirmation. Still, since it's internal news, it’s worth paying attention to it.
#美国宏观经济数据上链

Let me talk about the $Live project, it really leaves people speechless. Many old friends actually put a lot of effort into this, various sign-ins and all, and they spent quite a bit on gas fees, but in the end, most people only got a few coins, and those who got a bit more only received a dozen coins or so.

Now the price of this coin is hovering around 0.06U, and when calculated, most people haven't even made back 1 dollar. This operation really makes people feel confused. At that time, everyone was so eager to participate in various activities, and the result is just this little return; it would be a lie to say I'm not disappointed.

However, that being said, since we have reached this point, those with a lot of coins can still go and claim them; after all, even a mosquito's leg is still meat. Although this time the earnings are indeed not great, it's still better than having nothing at all.

I think this situation is quite common in the crypto world. Many projects are advertised beautifully in the early stages, but when it comes to the actual airdrop, it turns out like this, making people feel like they have been cut like chives. But this is the reality of this circle; sometimes you can get a good return, and sometimes you can only sip a bit of soup.

Anyway, I am preparing to look at the next project, hoping to encounter something more reliable next time. This experience can also be considered a lesson for us; in the future, when participating in such activities, we still need to be more cautious and not blindly invest too much time and gas fees.
#币安钱包TGE

The pre-market price of $WLFI on Hyperliquid is really crazy, it shot up directly to $0.3903, while the current price on Binance is only $0.2673. This price difference has left me dumbfounded.

I really suggest everyone not to be stubborn and play with this. You know, the usual saying of 'just put down enough margin' doesn't work here at all. The cash ability of the counterpart is clearly much stronger than ours, and this operation is indeed confusing.

I feel that in this situation, ordinary people really struggle to compete with those financially strong big players. They can easily manipulate the market, and we retail investors basically end up just giving away money. So my advice is to just watch and not really get in, the risk is too high.
#币安钱包TGE

I found that the cryptocurrency circle is really a cycle, and now this wave of operations has returned to the roles in DC.

Yesterday, I watched the AMA that @SentientAGI held in DC, and the amount of information was truly explosive. Especially a few keywords left me stunned—TGE timing, role selection, Kaito collaboration, Galaxy Quest scoring weight—these terms all point to one core logic: DC roles equal the threshold for systematic resource allocation.

Let's talk about the overall rhythm first. The project everyone is most concerned about, Sentient, I think is indeed worth paying attention to. From the information they disclosed, this layout is quite interesting.

To be honest, I have become somewhat numb to this kind of DC role gameplay, but I have to admit that it is indeed an effective screening mechanism. Just think about it, the project party uses DC roles to filter out genuine participants, which can ensure the quality of the community and provide a preliminary screening for subsequent airdrops or other benefits.

What impressed me most about Sentient's AMA was their emphasis on role selection. It seems they really want to use this mechanism to build a relatively high-quality community ecosystem. Moreover, the Kaito collaboration point is also quite impressive, indicating that they have ideas for their layout in the AI track.

The scoring weight mechanism of Galaxy Quest also makes me feel that the tokenomics design of this project is relatively thoughtful. This kind of multidimensional scoring system can indeed better incentivize genuine contributors.

#美联储降息预期

I think @union_build is about to make a move!

Their co-founder mentioned that there will be significant actions this week, and I guess it's highly likely that they are going to release a checker? Team members have also revealed that the mainnet of union is ready, and this news is indeed quite exciting.

However, to be honest, the timing is a bit awkward. This month is about to end, and if they only release the tokens next month, they will have to face off against wlfi directly. This kind of hard confrontation is really not ideal, and the competition will be fierce.

I really hope they can speed things up! The market sentiment is still quite good; if they can release ahead, it will definitely be much better than coming out later. After all, having the first-mover advantage is very important, especially at such critical moments.

Looking at their team's preparation, there shouldn't be any technical issues, mainly it's about seizing the right timing. I hope they can make wise decisions and not miss this window of opportunity.
#特朗普罢免美联储理事库克

I have to share my thoughts on this Raspberry public offering. As someone who has been long criticizing Kaito Launchpad, I actually have to say: it's really worth getting in!

I know this sounds a bit contradictory, but there is indeed a rationale behind this move. Let me analyze why I decided to subscribe to the Boundless project.

First of all, this is likely the first project that will have its TGE immediately after fundraising on Kaito. This timing is really crucial, as early participants will be able to see returns faster, rather than having to wait several months to trade like before.

Secondly, the public offering's FDV is actually lower than the last round valuation, which is absurd. Moreover, the unlock conditions are even better than what VCs received, a situation that is quite rare in the crypto space. VCs would probably be quite upset upon seeing these conditions.

The most impressive part is for diamond and gold level players; the cost-performance ratio is truly explosive. I looked at the specific allocation mechanism, and the terms for these high-level users are indeed far better than for regular retail investors, even institutional investors don't have such treatment.

To be honest, although I have been criticizing various issues with Kaito before, I have to say that this time the design of Raspberry's public offering has really impressed me. The valuation is reasonable, the conditions are favorable, and the timing is well-executed. Such opportunities are really rare in the current market environment.

Of course, investing comes with risks, and this is just my personal judgment. But purely from a risk-reward perspective, the value of participating in this public offering is indeed quite high. Especially for those users with higher levels on the Kaito platform, not participating might really lead to regrets.
#名人MEME热潮

Recently, the hair circle has really been too lively! Raspberry public offering, Camp issuing tokens, and also @humafinance's second-phase airdrop, this wave of operations has left me a bit confused. That said, while everyone is focused on these old projects, don't miss out on new opportunities, as they really are fleeting.

I found two registration-type tasks that can definitely be done easily, and these kinds of things truly are better done early than late; getting on the bus early means more peace of mind.

The first is the Standx contract product waiting list. I think @StandX_Official has quite a bit of potential. I've put the registration link here, so you can check it out. I've seen this kind of waiting list registration plenty of times; basically, you just reserve a spot, and later on, when there's good news, you'll be notified first.

To be honest, in the current market environment, opportunities to get on for free are really few and far between. For projects like this that only require a quick registration to potentially receive benefits, I personally think it's worth a shot. After all, it doesn't cost much—just a little finger work.

Moreover, from my experience, early registered users often enjoy better treatment, such as priority access to new features or being allocated a larger share during subsequent airdrops. While I can't guarantee a 100% return, at least you won't lose money; I think this operation is still worthwhile.

#加密概念美股普涨

Wow! My sleep quality is just too good! I went to bed early last night, and when I opened my eyes today, I saw $ETH shooting up to a new all-time high! Damn, it feels just like winning the lottery!

Then $BNB is even more amazing, directly breaking through the 900 mark, another all-time high! The four Tokens I invested in are all shining and thriving now, it really feels great to be winning by just lying down!

To be honest, seeing these numbers has me all excited! I was worried before about whether the market would drop, but now it seems my worries were completely unnecessary. This wave of market movement came at just the right time, it's like the best reward for those of us who stick to dollar-cost averaging!!

The brothers and sisters in the same boat must be laughing their heads off! This feeling is really amazing, it's like riding a roller coaster, but this time we're going up! The market is strong, and our choices were right; this is the power of persistence!!

Going to bed early and waking up early is good for your health, and you can also reap surprises; I love this life rhythm! I'm feeling so good right now, it seems like anything I do today will go smoothly 😎

#ETH创历史新高

Quick Check! Friends who have completed the Lista tasks with Binance Web3 wallet, go claim your airdrop! The deadline is August 23, and it will be invalid after that.

📌 Claiming Instructions:
1️⃣ Open the Binance Web3 wallet and go to the official website: lista.org/airdrop
2️⃣ Connect your wallet → Click “Check Eligibility”
3️⃣ If you have previously participated in lock-up or staking activities, you can claim directly; if not eligible, don't worry, there will be many more opportunities in the ecosystem later!

At the same time, don't forget that Lista has been receiving continuous positive news recently:
1. Burned 20% (200 million) LISTA, highlighting deflationary value
2. USD1 stablecoin liquidity has surpassed 100 million USD, with application scenarios continuously expanding
3. TVL has surged to 3 billion, indicating that more and more funds are flowing into the ecosystem

Airdrops are a benefit, but the ecosystem is the future. The core of Lista lies in its ecosystem and long-term value.

#ListaDAO领跑USD1链上流动性
@ListaDAO

It can be checked now, but the NFT transfer has not been found yet. Let's see how the project team deals with it.

#中国加密新规

Tomorrow we can have three meals, looking forward to it!

#alpha上新

Binance is now offering a 11% annualized USDC wealth management product
with a duration of one month,
a maximum single amount of 100,000 USD,
this is a very nice return,
it means you can earn 1% monthly for free,
if you deposit 100,000 USD,
in one month you can earn 1,100 USD for free,
those with USDC can deposit it,
and enjoy stable returns!

#BTC重返12万