BTW0205

Mard, relying on news to trade cryptocurrencies will really lead to a terrible demise!

I advise brothers who have lost everything in the crypto world not to take this path,

It's very easy for a fledgling entrepreneur to collapse halfway!😂😂

At the very least, practice your writing like I do!

🔔I took a look at Wall Street's latest interest rate cut predictions, and it’s getting more and more interesting——

1⃣No Rate Cut Camp: Morgan Stanley, Bank of America → Insist "There will be no rate cuts this year"

These institutions are deeply bound to the traditional credit system; they do not want interest rates to drop too quickly, as the debt spread structure and short-term bond demand are their fundamental sources of profit.

With stable interest rates, they can continue to engage in carry trade and regulatory arbitrage.

2⃣Moderate Doves: Goldman Sachs, Deutsche Bank, Nomura → Predict "One rate cut in December"

This camp seems to be making a strategic compromise, betting on a soft landing + policy balance point:

On one hand, they cannot completely deny the downward trend of inflation, and cannot ignore the political pressure for rate cuts; on the other hand, they cannot bet on liquidity easing too quickly, fearing premature decoupling or backlash from data.

3⃣Aggressive Rate Cut Camp: UBS, Wells Fargo → Predict "Four rate cuts starting in September"

Their core logic is not a soft landing, but rather betting—if there is no cut, it will explode.

This camp believes:

A massive explosion in U.S. Treasury supply + a continuously expanding deficit
Geopolitical friction and concentrated refinancing pressure on corporate bonds
The Fed's "hard talk without action" is just a temporary avoidance of risk; the risk will eventually explode.

Clearly, due to the Fed's slow actions + passive responses, interest rate discrepancies are starting to spiral out of control, and the market is entering a stage of "each betting on their own, proving their own path."

Now, with the constant pressure from the former president, the Fed being forced into rate cuts is just a matter of time.

At this point, it is advisable for everyone to reassess their positions and consider whether their current allocation logic can still hold steady.

Always remember a fundamental logic——

When the system anchor starts to shake, the market will instinctively seek new pricing benchmarks and value consensus.

A truly significant market movement will not occur when everyone predicts correctly, but will happen the moment all predictions begin to fail collectively.

And $BTC is one of the biggest natural beneficiaries in this "uncertainty structure"!

One good news and one bad news!

The bad news is: our wallet has been attacked by the international situation again;

The good news is: it has given us another opportunity to get on board!

History shows that each drop caused by airstrikes is usually quickly recovered!

🧐【Rational Analysis】Binance Alpha New Regulations Provide Liquidity to Earn Annual Returns and Alpha Points Spark Controversy?｜Latest Policy Interpretation + Practical Suggestions:

🚨Key Points: Forming LP itself will not increase Alpha points!

#Binance After this announcement, many people's first reaction was: "The rules have changed again, is it harder for ordinary users to earn points now?"

Many interpreted it as a new policy for everyone to compete for Alpha points, and I see the market sentiment is quite dissatisfied;

But actually, there is a misunderstanding here——

In fact, this change has little impact on us ordinary users;

Because it only changed the scoring rules for balances, and did not introduce a new way to increase Alpha points:

Previously, balances only counted exchange + wallet balances; now balances count exchange + wallet + LP assets;

This rule change is aimed at those who want to form LP but are worried about insufficient balance points. If you do not form LP, your balance points are sufficient as well, and there is no impact!

For example: Someone takes assets to provide liquidity (for instance, a total of 2000u of zkj~u), this 2000u of assets were not counted in the total balance before, now they are counted in the total balance;

In simple terms, it encourages large holders to form LP, and similar to the last announcement, it prevents studios from arbitraging with air tokens in an upgraded version;

For detailed interpretation, please see 👇

1. Policy Interpretation:

1️⃣ Inclusion of PancakeSwap LP Assets:

Starting from June 11 at 8:00, LP assets on PancakeSwap V2/V3 on the BNB Chain (must meet conditions) can also count towards Alpha points.

Previously, points mostly only counted spot assets, and LP assets were ignored. Now LP assets become "point productivity" and will attract more funds to do LP.

2️⃣ What kind of LP assets qualify?

Must be one side Alpha token, and the other side is either an Alpha token or a token already listed on Binance spot.

3️⃣ Tiered Points Rules

$100 to < $1,000 = 1 point/day
$1,000 to < $10,000 = 2 points/day
$10,000 to < $100,000 = 3 points/day
$100,000 and above = 4 points/day

A single user can earn a maximum of 4 points per day, regardless of the size of the assets, capped at 4 points.

2. Potential Impact & Risks:

1️⃣ For Ordinary Users:

If you already hold Alpha tokens, you can consider pairing them to provide PancakeSwap LP to increase point earnings.

But doing LP has impermanent loss risks, so market fluctuations need to be noted.

2️⃣ For Big Holders/Studios:

The daily point cap for a single user is 4 points, directly limiting the space for point farming.

However, multiple accounts may still open for arbitrage; we need to see the subsequent monitoring mechanisms.

3. Personal Suggestions:

Personal suggestion:

If you have idle Alpha tokens + paired tokens, you can try providing PancakeSwap LP to increase annual returns, but pay attention to token fluctuations and control LP impermanent losses.

I do not recommend pure beginners to play, as it involves range settings and slippage hard losses; I only suggest users with certain DeFi experience to play.

Additionally, this rule change is aimed at those who want to form LP but are worried about insufficient balance points. If you do not form LP, your balance points are sufficient as well, and there is no impact!

Let’s continue enjoying the music and dancing!

⚡️Just opened @pendle_fi and discovered this naming update, great job, it's getting better and better!

Many beginners find the asset redemption mechanism of PT confusing, often thinking that PT-sUSDe can be redeemed 1:1 for 1 sUSDe, but that's not the case.

Now Pendle has uniformly added parentheses to the naming of PT and YT, clearly indicating——

👉 1 PT-sUSDe (USDe), meaning this PT is generated based on sUSDe, but what is ultimately redeemed 1:1 is sUSDe worth 1 USDe, not 1 sUSDe.

👉 1 YT sUSDe (USDe) earns all interest income of 1 USDe + point rewards before expiration.

This small change is actually very important——

Because there is a rate between USDe and sUSDe, it clearly indicates that it tracks the fixed value of the “settlement asset” in parentheses.

For users who are used to understanding logic from the UI, this clarity in naming is the best education!

Give a thumbs up to @pendle_fi, keep focusing on the details, and continue to become more DeFi-native friendly!

🚨 Safety Reminder丨Just now, an operation almost cost me 10 ETH!

Here's what happened —

Just now, I was about to use my Android backup phone to transfer funds to another device. After copying and pasting the address, I habitually checked the first and last 6 digits, and found that the address was incorrect; it was a previously copied address A (not mine);

I thought I had copied it incorrectly, so I copied the correct address again. However, when I pasted it into the input field, it still displayed address A!

I repeated this process several times, and no matter what I copied, it would always paste address A.

I realized that my clipboard might have failed, so I cleared the cache and restarted my phone, and it returned to normal.

If I hadn't double-checked just now, those 10 $ETH might have already been sent to someone else's address.

In the crypto world, it’s really hard to be cautious, especially with this phone clipboard. I just opened the background and found that the clipboard still contained 31 items I had copied, including passwords I previously stored in the password manager.

Sometimes you copy and paste in app A, but the clipboard content is not cleared and is cached, which can be read by the background when you open app B, easily becoming a hotbed for leaking mnemonic phrases or replacing addresses.

So whether it's on Apple or Android, you should still manage security regularly —

📱 Android

Choose the “Messages” app, just tap the small clipboard above the keyboard, select “All”, and then tap the trash can. (Different models may vary)

🍎 Apple

You can refer to @0xBeyondLee's image to set a shortcut command. After using copied content, just tap the shortcut to clear sensitive information.

Additionally, it's not recommended to use third-party input methods. If you do, it's advisable to adjust access permissions in the settings.

Safety is no small matter; you never know which instance of copying and pasting could cost you months of salary or even your entire capital.

So everyone must cultivate small safety habits to reduce their risks!

I really like the redesigned UI page of Binance, from the fonts to the functional widgets:

It looks incredibly comfortable,

Additionally, the customized homepage is quite surprising:

You can place your commonly used and favorite features at the front, and the popular sections can better explore wealth opportunities, maximizing efficiency by keeping them at the forefront!

#BinanceApp

Quietly, $BTC has broken through 110,000——

The market is silent!

How many people were liquidated on their short positions in the middle of the night?

Quietly, $BTC has broken through 110,000 —

The market is silent! Interesting, interesting!

10U Free airdrop does not consume points, go grab the money quickly!

⚡️About Binance Alpha Scoring丨Have small investors already been abandoned by Binance?

This should be the question that the group of people leaving today wants to ask the most. Let me briefly share my understanding—

1⃣What was early Alpha?

You can think of early Alpha as a kind of one-way incentive. The platform designed clear tasks — complete them and you get points, you receive airdrops; the logic is simple and straightforward, and the value is clear.

The underlying mechanism of this system was deterministic in the early stages; the role of retail investors was protected, and they could exchange contributions for fixed returns.

In simple terms, you came to take advantage of the platform, and the platform implicitly allowed this to boost Alpha's trading volume.

2⃣Current Alpha: Completely hand over the game to users

The evolution of Alpha is actually very clear: points system → user contributions → tiered pricing.

You can earn points because the platform needs early activity;
You cannot earn points because the group effect has taken hold, and individual participants are no longer the most scarce variable at this stage.

So when Alpha's trading volume reaches new highs daily, there is only one question left: how to price it?

When there are fewer monks than porridge, everyone can eat. Now there are many monks and little porridge, and the platform can only do one thing —

No longer telling you how many points you need to claim, but saying, you all compete, and we will decide who can claim;

No longer promising a stable airdrop pool, but adjusting the scale and rules of airdrops according to cooperative projects and market heat at any time.

At this point, a dilemma of competition appears:

1. You don’t have enough points, continue to grind, but the points may get higher later, and you still won’t be able to claim;
2. You don’t want to grind anymore, take a day off, and suddenly the points drop; you may not have enough points to claim.

So whether you grind or not, whether you participate or not, whether you have enough points, and whether you get airdrops, all become uncertain and turn into zero-sum competition between you and other retail investors.

From a broader perspective, this is not malicious; it is something that large platforms are best at: turning the raw human nature in transactions into an orchestrated resource pool.

3⃣If you realize your role, you will understand what to do —

Have small investors been abandoned? I don’t think so.

You are still participating, but your role has changed:

In the past, you were a small investor cared for by the platform, belonging to those encouraged to participate;

Now you are a variable in the platform's economic system, part of the “adjustable” mechanism.

The platform does not reject small investors; on the contrary, it welcomes them. Because small investors bring data, daily active users, and popularity;

But many people actually haven't realized that from the past to now, your role as a tool person has not changed essentially; the rewards were high in the early stages, and now they are just lower.

You need to clearly understand what you are playing, and your role is: liquidity contributor, behavior data provider, and fuel for the competitive ecosystem.

Whoever is willing to participate earlier, for a longer time, and with higher intensity will temporarily have the advantage.

So, first accept that you are a retail investor, and then try to move towards being a “structured retail investor.”

Want to keep playing? Then be a smarter tool person, knowing when to open a few more accounts and when to exit.

Don’t want to play? That’s fine too; exit when it’s time, and changing paths is also an option.

I once saw a saying that feels very applicable, and I want to share it with everyone —

Many things in the process of evolution do not mean you should exit; on the contrary, you need to realize the essence of it all and then act “voluntarily and consciously”!

Brothers, try to farm Alpha in the morning from now on. The loss was quite significant this afternoon, it hurts a bit—

I found out that the pool in the morning was V4, and now it's V3, the fee difference is quite large;

Query entry:

Took a look at today’s Alpha airdrop score line:

It looks like a lot of people are about to announce their resignation from the Binance Alpha group,

It’s too competitive!

Everyone, let’s predict what the next score line will be? I’m checking if there’s still a need to lower it further.

If not, I’ll resign too:

I am once again resigning from BINANCE ALPHA, thank you to the partners and support along the way, and I wish ALPHA smooth development in the future (secretly adding another 100 accounts to double the trading volume again.)

Dear friends, today is the day of the college entrance examination——

You strive for 985, we grab Alpha, we are all great and caught in the competition...

Please remember to bring your admission ticket, ID card, 2B pencils, erasers, rulers, triangular scales, protractors, compasses, 0.5 gel pens, draft paper, and cutting boards.

I am cheering for you! I wish everyone the spirit of the exam god, and may you win the competition!

If the first one out of the exam room is interviewed by reporters, can you please help us ask a few questions:

1️⃣ Can Binance lower the Alpha score line a bit?
2️⃣ If someone is just 1 point short in the college entrance exam and can still be adjusted, can't Alpha also give a safety net for 1 point short?
3️⃣ Can those with wives and children get a few more points? We need to support our families;
4️⃣ Can Trump stop going crazy? The wallet can’t take it anymore!
5️⃣ Last but not least, please increase your holdings in #Bitcoin, we will definitely win!

I am looking forward to your news trending!

⚡Dear friends, today is the college entrance examination. Please remember to bring your admission ticket, ID card, 2B pencils, eraser, ruler, triangle set, protractor, compass, 0.5 gel pen, draft paper, and cutting mat.

If you are the first to leave the exam room and are interviewed by a reporter, please help convey the following:

1. Can Binance lower the score threshold for receiving Alpha?

2. If one fails to get into a 985 university, is there still a chance for adjustment? If Alpha is just 1 point short, can it also be adjusted?

3. Can those with wives and children receive a little more, at least for some family security?

4. Can Trump please stop going crazy?

5. Lastly, please increase your position in #Bitcoin, we can win, thank you!

Thank you crypto!

#ICNT World Domination: Mission 02 is LIVE!

I've joined the @ICN_Protocol mission 🌎

Dropped my dot. Claimed my zone.

Join now and stand a chance to earn your share of 10,000 $ICNT 👇

https://world.icn.global

#ICNTSignalWars #ICNTWorldDomination

2025-06-05 04:05

Here comes the five-part series on US Treasuries——

1⃣ Quantitative Easing (QE) cannot save US Treasuries
2⃣ Raising the debt ceiling cannot save US Treasuries
3⃣ Increasing US Treasury interest rates cannot save US Treasuries
4⃣ The US Treasury repurchase plan cannot save US Treasuries

Now it's the turn of stablecoins, if stablecoins can't save US Treasuries either, then it's really over, I honestly can't think of any other ways to create money out of thin air!

🧐 Sahara: The Hidden King of AI × Web3 Infrastructure?| Details Behind the $Sahara Buidlpad Distribution—

Those who are observant may have noticed a cute little animal added to my profile picture, and a 🔆 added after the name, wondering what this is all about;

Actually, this is the @SaharaLabsAI AI/ALL = AI for ALL event;

As one of the earliest bloggers involved in Sahara AI labeling in the Chinese community, and continuously engaged in labeling, I have almost witnessed the growth of Sahara;

With Binance YZI @yzilabs and Polychain leading the investment along with a number of top-tier funds participating, Sahara is finally welcoming the upcoming $SAHARA community distribution plan to be launched on Buidlpad:

I believe this is a significant event that needs attention;

Why is it worth paying attention to? 👇

1️⃣ The Core Positioning of Sahara:

Sahara is a Web3 operating system designed for the AI era, bridging the entire closed loop from data contribution to model execution and profit distribution, allowing AI to truly be rights-assured, called upon, and profit-shared.

When Ethereum introduced Solidity, it opened the era of on-chain smart contracts; now, AI is becoming the new "cognitive operating system."

But the problem is: Web3 has not yet designed a "native chain" for AI.

The vast majority of so-called "AI projects" are just hype narratives: no products, no incentive structures, and certainly no chain-level operational mechanisms designed for AI;

What sets Sahara apart is that it, like Ethereum for smart contracts, is the "chain-level OS" for the AI era; its core positioning is to provide a complete closed loop from data contribution → model execution → incentive distribution for AI.

In simple terms, Sahara is not just a “project,” but an entire underlying operating system for AI × Web3:

It has its own Layer1 (EVM compatible);
It has off-chain execution protocols that support the entire lifecycle of Agents;
It has an economic model that supports long-term benefits for contributors.

It is not only "on-chain AI" but also an "AI chain"; in the future, you might see:

📍 A model from MyShell comes from Sahara DSP;
📍 An Agent of some AI project is trained on Sahara;
📍 A certain enterprise uses Sahara for customized private deployment.

2️⃣ Regarding the Buidlpad distribution, there are a few points particularly noteworthy for retail investors:

Many people treat it as an ordinary new coin offering, but there are actually some design details hidden in Sahara:

1) This is a distribution mechanism specifically designed for the ecosystem's "old users."

Ordinary projects issue tokens by competing for big funds to grab quickly and invest heavily. But Sahara clearly reserves priority quotas (up to 30%) for—

Those who have done Sahara labeling, written content, made videos, and followed the ecosystem for a long time;

In other words, if you haven’t participated, produced content, or engaged in the past, and just want to rely on funds to compete for quotas, it’s basically hopeless. What it is building is a distribution sequence that rewards the community first and then opens up to capital.

2) Defensive qualification reviews against "witch attacks"

There is a special round of qualification review in the distribution process (checking multiple accounts, witch attacks), rather than just a simple race to register or quick fingers.

In simple terms: accounts that have not genuinely participated or have no contribution trace are directly filtered out.

For retail investors, this is actually a signal that Sahara's future ecosystem dividends and data incentives may revolve around real contributors, with rules leaning more towards fairness rather than just competing for funds.

3) Contribution and settlement phase, why USD1 and BNB?

Why not more mainstream USDT or USDC? One point is quite obvious:

USD1, as the stablecoin officially promoted by the Trump family, is essentially a "political card," and has already been deeply tied to Binance, almost serving as a clear link between Trump’s interests and Binance.

Sahara and Buidlpad's choice of this funding route on the chain indicates that it has strong backing from the Binance system.

For retail investors, this means:

As the first AI star project backed by a major player, Sahara is likely to gain access to more traffic entrances, resource flow, and long-term exposure from the Binance ecosystem in the future.

This is not just a round of distribution; it feels more like the first move in Binance's stablecoin expansion.

To summarize:

📌 Sahara is a new public chain for the AI era
📌 Not just integrating AI, but reconstructing the Web3 infrastructure for AI
📌 Data, models, and agents can all be rights-assured, profit and collaborate on-chain
📌 Rather than being an "AI project," it is better described as a new structural design of AI × Web3;

There is still time, so make sure to keep an eye on the buidlpad ✖️ Sahara event!

Link: https://t.co/gRQJ9CmNMm

#AIforALL @SaharaLabsAI