加密小象

The current market game of $ETH is quite divided,

🔹In the last month, 1.4 million was withdrawn from the exchange wallets, setting a new low for the balance in the last three years.
🔹The number of ETH staking waiting to exit has surpassed the number waiting to enter staking, with the total staking amount reaching a historical high.
🔹However, ETH's ETF has seen a continuous net outflow of 780 million USD in the last seven days.

So now more people are starting to hoard ETH and stake, but Wall Street people are selling $ETH

Received the Solana phone, and there are 6 more on the way. Activated, the configuration is at the level of a thousand-yuan phone. Inside, there is a Sol DApp store, but there aren't any interesting apps. To be honest, I don't know what to use it for 😂 It is destined to be put in the drawer and gather dust. Let's see if there are any new Depin projects to use for mining
$SOL

Today, NASDAQ announced that it will strengthen its scrutiny of the recently hyped coin stocks. Simply put, these companies will need to disclose how much money they plan to raise, what strategies they will use to buy coins, and whether they will incur losses if they want to sell stocks and buy coins in the future. This is equivalent to calming down the investors who want to buy their stocks and preventing them from FOMO. This is definitely a negative for coin stocks; today, popular ones like BNMR and SBET all experienced significant declines. This is also bad news for Ethereum... Hopefully, tonight's non-farm data can help fuel interest rate cuts a bit.

$ETH
#非农就业数据来袭

Everlyn, as mentioned yesterday, has launched its IDO. The IDO price is based on FDV's $250 million valuation, the same valuation as the last round of investment by @Sui .

🔹 This IDO aims to raise $2 million (capped at 2% of supply).
🔹 100% release at the TGE.
🔹 TGE target is September.

In addition, you can earn up to 50% of the bonus tokens by:

💸50% Bonus:
🔸Subscribe to any tier of service. There are three tiers:
Starter ($9.99)
Standard ($34.99)
Pro ($94.99)
🔸Create a video and tweet it
🔸Link your Kaito wallet address to Everlyn

💵25% bonus:
🔸Subscribe to any tier
🔸Link your Kaito wallet address to Everlyn

However, I'm not quite understanding this data. A 2% token allocation for a $2 million fundraising round should be based on a $100 million valuation. Even if that 2% includes a 50% bonus, it's still based on a $150 million valuation. Why is it listed as $250 million? I need Everlyn to explain.
$SUI

#美联储降息预期

The $WLFI token officially listed and started public trading:

On September 1, 2025, $WLFI was officially listed and began public trading on multiple major exchanges (such as Kraken, Bybit, OKX, Binance, Coinbase, and nearly 20 others). The sale limit for early investors is restricted to 20% of their holdings. This marks the project's transition from the presale phase to the public market, attracting significant investor attention.

On the first day of listing, the token price fell from a historical high of $0.3313 to about $0.2466 (the current real-time price is approximately $0.2181, down about 4.58%-16.60% within 24 hours). Trading volume surged to about $225 million to $346 million, indicating a significant increase in market activity (over 10,000% growth compared to the previous day).

Additionally, 20% of the presale tokens were unlocked for claiming at 8 AM EST, resulting in Ethereum network gas fees skyrocketing over 100 gwei, affecting on-chain transactions.

Large asset purchases by the project triggered market volatility:
World Liberty Financial project used stablecoins (from the $WLFI token sale) to purchase assets worth $12 million, including 10 million ETH (approximately valued at $38 million), 1 million LINK (approximately valued at $24.2 million), and 1 million AAVE (approximately valued at $297 million). After this purchase, the value of ETH held by the project increased to $56 million.

Following the purchase announcement, the prices of LINK and AAVE rose about 30% within 24 hours (LINK to $29, AAVE to $350), while ETH also experienced slight fluctuations. The market speculated that this was related to project advisor Justin Sun (founder of TRON) joining and a $30 million investment in research, possibly indicating further increases.

Alright, it is now confirmed that $WLFI is 27.3 billion. The previous pre-market price was based on a circulation of 5 billion, which has suddenly increased by 5 times. So this price is just too high.

Today, the second coin of the Trump family, $WLFI , is about to go live. Currently, the pre-market is at $0.32. This could be the second big opportunity of the year.

Firstly, I don’t think anyone knows the upcoming policies in the U.S. better than the Trump family, right? Choosing this moment to launch a coin likely indicates they have a good grasp of the forthcoming interest rate cuts and other related policies.

Secondly, one characteristic of Trump family coins is that they are guaranteed not to lose money. No exchange would dare to crash the data. In the early stages, those who participated in public offerings and a bunch of people shorting for hedging will have their liquidity taken first if a crash occurs. We just need to follow their lead.

Of course, as for other coins, they will likely be drained today. So either invest in $WLFI or avoid other coins altogether.

In the past few months, the spiritual leader of @Sonic Labs , @AndreCronjeTech , has been working on his new project flyingtulip. Recently, it seems that it is about to be launched.

1⃣ First of all, flyingtulip has provided contact information for institutions interested in investing, allowing them to contact the team for investment.
2⃣ Then, just a few days later, many job positions were announced.
3⃣ Today, after a few months of silence, AC finally started tweeting, allowing everyone to vote on the fair launch method. That's right, they are preparing for a fair launch again. Do you remember the last time AC's fair launch project YFI skyrocketed 10,000 times in a week?

In short, AC and Sonic both seem to have high hopes for flyingtulip this time. It is worth keeping an eye on.

#soniclabs $S

Just now, the AI video generation project Everlyn, which is associated with @Sui , announced that Sui has invested $250 million in it. This is another significant investment by Sui to enhance its AI ecosystem! Everlyn's vision is to become the fastest video AI model in the world built on a decentralized infrastructure layer.

🔹 Project Introduction
Everlyn AI is an open-source foundational video model and multimodal ecosystem aimed at bringing an open dream factory to the world. Its flagship model, Openlyn, has redefined AI video capabilities in terms of video output duration, interactivity, generation latency, and hyper-realistic visual quality.
The Everworld platform revolutionarily allows users to interact with photo-realistic virtual selves through personalized interactive video agents, executing any task. Combined with the Lyn Protocol, which is an on-chain layer providing permanence, provenance, and ownership of AI videos: decentralized reasoning, agent ownership, and video fingerprinting ensure content is tamper-proof.

💡 From Meta's Make-a-Video to Tencent's foundational models, Everlyn has driven significant breakthroughs like Google VideoPoet and Open-SORA-Plan. Now, it transforms AI video from content into verifiable digital memories, supporting modular skills such as on-chain scheduling posts, pulling token prices, and triggering contracts.

👥 Team Members
Everlyn's standout feature is its luxurious team members. Most project members originally came from Meta, and given Sui's deep Meta background, this investment is understandable.

Dr. Sernam Lim (CEO): Led Meta AI for 6 years, has over 100 visual and integrity papers, and expanded a user detection system for hundreds of millions. From deep fakes to dream factories, he promotes the autonomy of video AI.
Dr. Harry Yang (CTO): Chief author of Meta Make-a-Video, with over 60 papers and 5K+ citations; built Reels AI, deep fake defenses, and autoregressive generation models; architect of Everlyn-1.
Dr. Serge Belongie: Formerly at Google, co-founder, led top AI research.
Dr. Philip Torr: Formerly at OpenAI, co-founder, focused on next-generation multimodal AI systems.
Other contributors: Dr. Qifeng Chen, Dr. Ming-Hsuan Yang, and other top scientists from HKUST, Peking University, Harvard, and Tencent.

Yann LeCun (Chief Scientist at Meta AI) also tweeted to congratulate the team: “Two former Meta colleagues sernamlim and leehomyc have built a cool video generation product at Everlyn.”
$SUI

The two Launchpad platforms with the highest recent popularity are undoubtedly buidlpad and Kaito 🔥

👇 Let me share my thoughts:

On buidlpad, many people say that Lombard's valuation is high and not worth participating.
But looking at Buidlpad's historical performance:
Past projects also had high valuations, yet they all managed to go live on Binance's spot market and had guaranteed profits from new listings.
This indicates that the buidlpad team:
🔹 Analyzes valuation/TGE
🔹 Understands the market price and TGE rhythm
🔹 Has the backing of exchange resources

🤦‍♂️ In contrast, the projects on Kaito's side:

Have launched a bunch of new projects, with unclear rules, and when project parties come in to raise funds, they ask for exorbitant valuations along with a lot of unlocking conditions.
Is the community not buying it? They immediately change the rules, lower valuations, and implement full unlocking, emphasizing that it's voluntary participation. They keep testing the community's bottom line, claiming it's respecting the community, but why didn't you respect the community when you set the price initially?

What's even more ridiculous is:
📌 Unclear new listing rules
📌 Unclear timelines, constantly changing
📌 Until now, there hasn't been a single project that has issued tokens, and they won't even tell you the token issuance time; anyway, once the money is in their hands, they act like they're the boss 🥲

On Kaito's side, it feels like they completely allow project parties to do whatever they want, with no restrictions on them, or they simply don't know how to run a Launchpad. Project parties set whatever price they want and determine the rules however they please. In the end, the project party gets the money, Kaito collects the fees, and whether the users can get their tokens is nobody's concern.

Come on, you are a new listing platform; the most important thing is the users, not the project parties. If you can't control the project parties, once two projects come out with no profits, the platform will die immediately.

In summary, I will continue to support Lombard. As for Kaito's projects, I will wait and see how the first one performs before making a decision.
After all, the tactic of "if you can't cut from the secondary market, just cut directly from the primary market" has been seen too many times ⚠️
Just look at the token price of $KAITO ; the market votes with its feet.

The balance of $ETH in the exchange has dropped to the lowest point in recent years. Continue to withdraw, hurry and withdraw everything
$ETH

🚀 Deep Dive into @Solayer : The Hardware-Accelerated Layer-1 Pioneer of the Web3 Revolution!

InfiniSVM offers over 1 million TPS, infinite scalability, and ultra-low latency, reshaping on-chain finance through hardware acceleration, perfectly suited for DeFi trading, AI applications, and high-frequency institutional trading. Imagine: real-time AI model training or lightning-fast DeFi arbitrage, all realized on-chain!

The Emerald Card is a game changer: combining the performance of InfiniSVM to enable global instant crypto payments, while earning through the Emerald Rewards program—get on-chain rewards just for buying coffee, seamlessly connecting the real world with Web3!

Now let's analyze the token trend of $LAYER (data as of August 26, 2025): Current price: approximately $0.54 USD, up 5.3% in the last 24 hours, showing signs of short-term rebound.

2 sources

Historical high: $3.39 (May 2025), down 84% since then, reflecting a market correction period.

Historical low: $0.50 (yesterday), quickly rebounding 8%, suggesting that a bottom may have been reached.

Recent trend: down 2.2% in 7 days, but up 14.7% in 14 days and up 24% in 30 days, indicating growth potential amidst volatility.

Analysis: As the core of the Solayer ecosystem, $LAYER is driven by DeFi adoption and institutional interest. While short-term volatility is high, the long-term outlook is optimistic. The innovation of InfiniSVM could drive up value, especially in the wave of AI-DeFi integration. The market cap is only around $150M, indicating plenty of room for growth
#BuiltonSolayer $LAYER

Fidelity has released another bullish report on Ethereum today. Last time, institutions sold off due to a bearish report released by Fidelity. Will this cause $ETH to surge?
$ETH

Today @SonicLabs launched a new very important governance proposal aimed at encouraging financial institutions to increase their holdings of $S :

🎯 Proposal Highlights
1⃣ Promote U.S. ETP/ETF & Nasdaq PIPE financing tools, utilizing PIPE (Private Investment in Public Equity) issuance to raise significant funds for purchasing $S in the spot market.
2⃣ Establish Sonic USA entity: Appoint a CEO, form a CMO, Capital Markets Director, BD team + New York office.
3⃣ Enhance on-chain burning mechanism to strengthen the long-term deflation of $S .

⚖️ Proposal Background
1⃣ The old 2018 token model is no longer suitable for the 2025 market.
2⃣ Competitors hold 50–90% reserves and can quickly seize opportunities, while Sonic has insufficient reserves and needs to increase them.
3⃣ Modern token economics = integrating TradFi + enhancing market cap and visibility.

💡 Token Use for This Issuance
1⃣ ETF/ETP: Collaborate with top ETF providers, BitGo custody, provide initial liquidity.
2⃣ PIPE: Raise capital to repurchase $S , lock-up for ≥3 years, maintain long-term consistency.
3⃣ Sonic USA: Implement U.S. regulations and market, emphasize USDC use cases.

🔥 Network Fee Mechanism Update to Increase Burn Rate
1⃣ FeeM Transactions: 90% Developers / 5% Validators / 5% Burn
2⃣ Non-FeeM Transactions: 50% Burn / 50% Validators
3⃣ Stronger deflation, reducing net inflation.

From this proposal, it is clear that Sonic aims to seize the hot trend of crypto stocks and attract hot money from traditional financial institutions. After all, this is a rare opportunity in the crypto space; if captured, it can lead to a significant leap in market capitalization. If missed, there may not be another chance.

Why did the ancient giant whale frequently awaken after I got in the car?
Why did institutional buyers stop buying after I went long?
Why did Trump suddenly urge for interest rate cuts after I stopped my losses?
Did my position cause repeated inflation in the US economy?

Why are so many people shouting orders
while everyone is accelerating the release of $ETH 's pledge?

Sure enough, $S has started to take action. The price performance of sonic has been good these days.

With the surge of RWA and stablecoins, the demand for $LINK will also increase.

The essential demand of the RWA track: credible data on-chain.
🔸 The core of RWA is to map real-world assets (U.S. Treasury bonds, real estate, commodities, equity, etc.) onto the chain, ensuring that on-chain assets are linked to real-world assets.
🔸 This requires high-reliability oracles to transmit information such as interest rates, bond yields, asset prices, and settlement data.
🔸 Chainlink's dominant position in the oracle space (TVS over $200 billion) naturally makes it the most likely infrastructure for RWA projects to rely on.
🔸 The on-chain integration of RWA and stocks will naturally stimulate demand for DeFi, and every DeFi boom is inseparable from the demand for oracles. Moreover, each time oracles surge first, then spread to other DeFi tokens.

👉 So if you believe that the DeFi boom is coming with interest rate cuts, now is a good time to position some $LINK .

Last week, Sonic made significant investments in ecological projects to continue supporting the ecosystem. The investments are still ongoing, and it is recommended to pay attention to the following projects, which can be considered officially certified and carry no risk of exit scams.

@HeyAnonai - 400,000 $S : An innovative platform that integrates AI and DeFi, aiming to provide users with a simplified DeFi interaction experience through natural language processing, data aggregation, and automated mechanisms.

Silo - 400,000 $s: A decentralized, non-custodial DeFi lending protocol.

MainStreet - 400,000 USD: A DeFi platform that provides users with institutional-level delta-neutral yield strategies.

ammalgam - 400,000 $S : An innovative DeFi protocol that combines market-making (Dex) and lending functions, referred to as Decentralized Lending Exchange (DLEX), with the goal of significantly enhancing capital efficiency and making liquidity utilization more efficient.

ODXLabs - 800,000 $S : A synthetic asset layer based on the Sonic chain, with the core goal of virtualizing 'blue-chip assets' into on-chain actionable tokens and achieving cross-chain compatibility.

I hope Binance Square can add a private messaging feature