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影子小鼹鼠

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MicroStrategy's CEO Michael Saylor said he wants to buy $84 billion worth of $BTC, which at the current price means buying around 1 million coins! If realized, the largest bank concept of $BTC will undoubtedly fall to MicroStrategy, this gamble will either take Saylor to the throne of the richest or everything will return to zero, dust to dust! From a personal perspective, I hope he succeeds!
MicroStrategy's CEO Michael Saylor said he wants to buy $84 billion worth of $BTC, which at the current price means buying around 1 million coins!

If realized, the largest bank concept of $BTC will undoubtedly fall to MicroStrategy, this gamble will either take Saylor to the throne of the richest or everything will return to zero, dust to dust!

From a personal perspective, I hope he succeeds!
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In the past few days, three Alpha projects based on the $s chain have been exceptionally popular. How should everyone choose among them? Let's take a look at the business information of these three projects! 1️⃣ Beets 🔧 Business: Liquidity staking protocol, supports staking and yield compounding of Sonic token S, APY exceeds 35% 💰 TVL: $187 million 🤝 Investors: Sonic Labs Ecosystem Fund, Aave DAO 2️⃣ Shadow 🔍 Business: Anonymous trading protocol, integrates AI prediction models, provides on-chain strategy analysis and automated trading 💰 TVL: Not disclosed (early-stage ecosystem project) 🤝 Investors: Sonic Labs, Bitkraft Ventures (speculated) 3️⃣ Anon 🎭 Business: Social + AI trading tools, supports anonymous posting and on-chain signal analysis, integrates AI models like Gemma 💰 TVL: Not disclosed (focuses on tool layer) 🤝 Investors: DWF Labs, Galaxy Interactive 📈 The TVL of the Sonic ecosystem has exceeded $1 billion, among which Beets and Shadow both have official investment from Sonic, considered as favored applications. Anon is quite interesting here, we see the familiar DWF, everyone has an idea of its performance. In terms of business form, Beets is to Sonic what Aave is to ETH, and it has Aave's investment, which may provide technical support. Shadow resembles a strategy service provided by a centralized exchange, offering a decentralized automated solution. Anon's focus on social aspects is indeed insightful, as it is quite challenging for web3 social to emerge. The basic information of the specific projects is as above for everyone's reference!
In the past few days, three Alpha projects based on the $s chain have been exceptionally popular. How should everyone choose among them?

Let's take a look at the business information of these three projects!

1️⃣ Beets
🔧 Business: Liquidity staking protocol, supports staking and yield compounding of Sonic token S, APY exceeds 35%
💰 TVL: $187 million
🤝 Investors: Sonic Labs Ecosystem Fund, Aave DAO

2️⃣ Shadow
🔍 Business: Anonymous trading protocol, integrates AI prediction models, provides on-chain strategy analysis and automated trading
💰 TVL: Not disclosed (early-stage ecosystem project)
🤝 Investors: Sonic Labs, Bitkraft Ventures (speculated)

3️⃣ Anon
🎭 Business: Social + AI trading tools, supports anonymous posting and on-chain signal analysis, integrates AI models like Gemma
💰 TVL: Not disclosed (focuses on tool layer)
🤝 Investors: DWF Labs, Galaxy Interactive

📈 The TVL of the Sonic ecosystem has exceeded $1 billion, among which Beets and Shadow both have official investment from Sonic, considered as favored applications. Anon is quite interesting here, we see the familiar DWF, everyone has an idea of its performance. In terms of business form, Beets is to Sonic what Aave is to ETH, and it has Aave's investment, which may provide technical support. Shadow resembles a strategy service provided by a centralized exchange, offering a decentralized automated solution. Anon's focus on social aspects is indeed insightful, as it is quite challenging for web3 social to emerge.

The basic information of the specific projects is as above for everyone's reference!
S/USDC
Buy
Price/Amount
0.5621/623
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Amazon ultimately kneels in seconds Previously, it was just a management decision in an internal meeting, discussing whether to separately indicate the tariff prices paid for products on the product webpage. The result was immediately leaked to the American media! Trump was furious, with a White House spokesperson stating: "This is an act of hostile forces," such a characterization scared Amazon into submission! Trump does not want American consumers to know how much tariff they are bearing, nor does he dare to let them know. All attempts to inform American consumers about the tariffs they are bearing are deemed as collusion, and are all hostile political actions.
Amazon ultimately kneels in seconds

Previously, it was just a management decision in an internal meeting, discussing whether to separately indicate the tariff prices paid for products on the product webpage. The result was immediately leaked to the American media!

Trump was furious, with a White House spokesperson stating: "This is an act of hostile forces," such a characterization scared Amazon into submission!

Trump does not want American consumers to know how much tariff they are bearing, nor does he dare to let them know.

All attempts to inform American consumers about the tariffs they are bearing are deemed as collusion, and are all hostile political actions.
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What is the origin of the $S airdrop from Binance trading Alpha? Does everyone still remember DeFi master AC? On January 28, 2025, he published a highly discussed article titled 'Why I Withdrawn from DeFi in 2022?'. In the article, he detailed the predicament he and his team faced amidst the SEC's crackdown on the blockchain industry, while the uncertainty of regulation ultimately forced him to take a break from the DeFi world he had devoted himself to. Now, under a new regulatory framework, with the global blockchain regulatory landscape gradually becoming clearer and more open, Andre Cronje is returning to the stage, launching the next-generation high-performance chain Sonic, rebranded by Fantom. It focuses on addressing the pain points of the current DeFi industry, providing users with an infrastructure experience close to centralized finance, while making a series of innovations aimed at enhancing user experience, including native cross-chain bridges, asset insurance, and compatibility with Ethereum native assets. Currently, the Sonic chain has only three tokens #币安Alpha上新 , as timely transactions on this chain may present potential airdrop opportunities for $S , so the three tokens have seen incredible growth. Considering AC's community influence and Binance's current support for the Sonic chain, it is believed that there will be considerable returns.
What is the origin of the $S airdrop from Binance trading Alpha?

Does everyone still remember DeFi master AC? On January 28, 2025, he published a highly discussed article titled 'Why I Withdrawn from DeFi in 2022?'.

In the article, he detailed the predicament he and his team faced amidst the SEC's crackdown on the blockchain industry, while the uncertainty of regulation ultimately forced him to take a break from the DeFi world he had devoted himself to. Now, under a new regulatory framework, with the global blockchain regulatory landscape gradually becoming clearer and more open, Andre Cronje is returning to the stage, launching the next-generation high-performance chain Sonic, rebranded by Fantom.

It focuses on addressing the pain points of the current DeFi industry, providing users with an infrastructure experience close to centralized finance, while making a series of innovations aimed at enhancing user experience, including native cross-chain bridges, asset insurance, and compatibility with Ethereum native assets.

Currently, the Sonic chain has only three tokens #币安Alpha上新 , as timely transactions on this chain may present potential airdrop opportunities for $S , so the three tokens have seen incredible growth. Considering AC's community influence and Binance's current support for the Sonic chain, it is believed that there will be considerable returns.
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The project's team has received feedback that Binance's TGE queue will extend to November, and there are continuously more projects being integrated... According to the current situation, some project teams are already in contact with Binance regarding #币安Alpha上新 , and have received feedback from Binance staff that the TGE queue has indeed been pushed to November. Unless there are any unforeseen circumstances, Binance ALPHA will last a very long time. Therefore, valuing Alpha coins and using Binance's wallet to develop this habit is something Binance is currently determined to pursue! Looking at other recent exchanges, there are very few new coins being listed; they have all gone to integrate with Binance Alpha! Getting listed on Binance, it should be quite difficult for the other exchanges to collect their listing fees anymore...
The project's team has received feedback that Binance's TGE queue will extend to November, and there are continuously more projects being integrated...

According to the current situation, some project teams are already in contact with Binance regarding #币安Alpha上新 , and have received feedback from Binance staff that the TGE queue has indeed been pushed to November.

Unless there are any unforeseen circumstances, Binance ALPHA will last a very long time.

Therefore, valuing Alpha coins and using Binance's wallet to develop this habit is something Binance is currently determined to pursue!

Looking at other recent exchanges, there are very few new coins being listed; they have all gone to integrate with Binance Alpha! Getting listed on Binance, it should be quite difficult for the other exchanges to collect their listing fees anymore...
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Ivanka: My father may have age-related cognitive decline A recent statement from Ivanka during an interview: He (referring to father Trump) haphazardly raised taxes after taking office, causing chaos around the world; He is older now and may be suffering from age-related cognitive decline, making decisions in a confused manner; (Now) he doesn't even listen to me, it's quite frustrating.
Ivanka: My father may have age-related cognitive decline

A recent statement from Ivanka during an interview:

He (referring to father Trump) haphazardly raised taxes after taking office, causing chaos around the world;

He is older now and may be suffering from age-related cognitive decline, making decisions in a confused manner;

(Now) he doesn't even listen to me, it's quite frustrating.
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Walmart's big event in the United States has even been heavily promoted by The Wall Street Journal: they launched the first purely domestically produced T-shirt, priced at $12.98. Walmart employees secretly chatted, saying that the day it was launched was really interesting. Quite a few people rushed into the store, flipping tags and taking photos with their phones, probably having already prepared captions for Instagram and TikTok. 【But guess what?】 Answer: The number of people who neatly folded and put back the clothes after trying them on in the fitting room was twice as many as those who actually paid for them! One lady was even more extreme, turning the shirt inside out three times, and finally complaining, "This fabric is about the same as my home rag," before turning and going next door to buy a promotional shirt for $10. The batch of T-shirts on the shelf is still brand new, and the tags are almost worn from being touched...
Walmart's big event in the United States has even been heavily promoted by The Wall Street Journal: they launched the first purely domestically produced T-shirt, priced at $12.98.
Walmart employees secretly chatted, saying that the day it was launched was really interesting.
Quite a few people rushed into the store, flipping tags and taking photos with their phones, probably having already prepared captions for Instagram and TikTok.

【But guess what?】

Answer: The number of people who neatly folded and put back the clothes after trying them on in the fitting room was twice as many as those who actually paid for them!
One lady was even more extreme, turning the shirt inside out three times, and finally complaining, "This fabric is about the same as my home rag," before turning and going next door to buy a promotional shirt for $10.
The batch of T-shirts on the shelf is still brand new, and the tags are almost worn from being touched...
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On the 100th day of Trump's presidency, he set the lowest approval rating for the same period in the 80-year presidency of the US president. Then President Trump cursed: Fake news! As Trump's 100th day in office approaches, many US media have recently released a series of latest approval ratings for US presidents to assess Trump's ability to govern, but in the end, multiple polls pointed to almost the same result: this second-term "America First" president set the lowest approval rating for the same period in the 80-year presidency of the US president. For the above poll results, Trump chose to "hard fight" yesterday. He named and cursed the New York Times, ABC and the Washington Post on his personal social media, saying that as long as they are about Trump, they are all fake news and fake polls, and said "These people should be investigated for election fraud."
On the 100th day of Trump's presidency, he set the lowest approval rating for the same period in the 80-year presidency of the US president. Then President Trump cursed: Fake news!

As Trump's 100th day in office approaches, many US media have recently released a series of latest approval ratings for US presidents to assess Trump's ability to govern, but in the end, multiple polls pointed to almost the same result: this second-term "America First" president set the lowest approval rating for the same period in the 80-year presidency of the US president.

For the above poll results, Trump chose to "hard fight" yesterday. He named and cursed the New York Times, ABC and the Washington Post on his personal social media, saying that as long as they are about Trump, they are all fake news and fake polls, and said "These people should be investigated for election fraud."
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Donald Trump's eldest son has launched a paid VIP private meeting, and the $500,000 fee has been wildly sought after. Is this another blatant collusion between officials and businesses? Donald Trump's eldest son, Donald Trump Jr., has founded a private membership super-rich club in Georgetown, Washington, aimed at business and technology giants who want to build connections with the Trump administration. This allows them to communicate with senior officials of the Trump administration and Republican leaders while avoiding the attention of the media and insiders. The entry threshold for this club is very high, with a membership fee of up to $500,000. However, it was quickly oversubscribed, and many people can only join the waiting list. According to informed sources, their goal is to create the most high-end private club in the history of Washington, D.C. Membership is based on recommendation and invitation, with a membership fee of up to $500,000, and members must also pay annual dues after joining. This is intended to filter out corporate leaders, and the club's function is to facilitate in-depth communication between them and Trump's advisors and cabinet members while avoiding media and insider scrutiny.
Donald Trump's eldest son has launched a paid VIP private meeting, and the $500,000 fee has been wildly sought after. Is this another blatant collusion between officials and businesses?

Donald Trump's eldest son, Donald Trump Jr., has founded a private membership super-rich club in Georgetown, Washington, aimed at business and technology giants who want to build connections with the Trump administration. This allows them to communicate with senior officials of the Trump administration and Republican leaders while avoiding the attention of the media and insiders. The entry threshold for this club is very high, with a membership fee of up to $500,000. However, it was quickly oversubscribed, and many people can only join the waiting list.

According to informed sources, their goal is to create the most high-end private club in the history of Washington, D.C. Membership is based on recommendation and invitation, with a membership fee of up to $500,000, and members must also pay annual dues after joining. This is intended to filter out corporate leaders, and the club's function is to facilitate in-depth communication between them and Trump's advisors and cabinet members while avoiding media and insider scrutiny.
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Previously saw the square saying that sub-accounts can also earn Alpha points and have participation eligibility. Just now, Binance debunked this, stating that they do not have the relevant qualifications, so everyone doesn't need to expend effort to create sub-accounts.
Previously saw the square saying that sub-accounts can also earn Alpha points and have participation eligibility.

Just now, Binance debunked this, stating that they do not have the relevant qualifications, so everyone doesn't need to expend effort to create sub-accounts.
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As for what tax rate to apply, it is completely confidential, and the list of products receiving tariff discounts is also confidential. This essentially means that Trump has opened a green channel for retail giants like Walmart. On paper, Walmart and others bear all the tariffs, but the exact amount of tariffs is decided through their internal negotiations. Although this number is confidential, it cannot be higher than 50% and is unlikely to be lower than 20%. Most likely, it is between 20% and 30%. Although there has been no announcement, based on the current average price increase of 20% to 30% in the U.S. retail industry, this is probably the case.
As for what tax rate to apply, it is completely confidential, and the list of products receiving tariff discounts is also confidential. This essentially means that Trump has opened a green channel for retail giants like Walmart. On paper, Walmart and others bear all the tariffs, but the exact amount of tariffs is decided through their internal negotiations.

Although this number is confidential, it cannot be higher than 50% and is unlikely to be lower than 20%. Most likely, it is between 20% and 30%. Although there has been no announcement, based on the current average price increase of 20% to 30% in the U.S. retail industry, this is probably the case.
影子小鼹鼠
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Since April 2, when Trump started the tariff war, the first American merchant to buckle under pressure has appeared: Walmart.

Now Walmart has announced that it will bear all tariffs itself and has notified Chinese suppliers to expedite shipments.

Who will be next? How long can the final attempts to shift costs upstream in the supply chain hold out?
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Since April 2, when Trump started the tariff war, the first American merchant to buckle under pressure has appeared: Walmart. Now Walmart has announced that it will bear all tariffs itself and has notified Chinese suppliers to expedite shipments. Who will be next? How long can the final attempts to shift costs upstream in the supply chain hold out?
Since April 2, when Trump started the tariff war, the first American merchant to buckle under pressure has appeared: Walmart.

Now Walmart has announced that it will bear all tariffs itself and has notified Chinese suppliers to expedite shipments.

Who will be next? How long can the final attempts to shift costs upstream in the supply chain hold out?
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Let's take a look at the encrypted path of Sino-Russian oil transactions! According to VanEck, China and Russia are currently using Bitcoin to pay for energy transactions. While cryptocurrency settlements still account for a very small share, the scale is growing. The cryptocurrency payments for oil transactions with China are worth tens of millions of dollars each month. The payment path is as follows: Chinese buyers transfer RMB to an offshore account, intermediaries convert it into Bitcoin and send it to another account, Russia supplies the oil, and then Bitcoin is exchanged for rubles within Russia.
Let's take a look at the encrypted path of Sino-Russian oil transactions!

According to VanEck, China and Russia are currently using Bitcoin to pay for energy transactions.

While cryptocurrency settlements still account for a very small share, the scale is growing.

The cryptocurrency payments for oil transactions with China are worth tens of millions of dollars each month.

The payment path is as follows:
Chinese buyers transfer RMB to an offshore account, intermediaries convert it into Bitcoin and send it to another account, Russia supplies the oil, and then Bitcoin is exchanged for rubles within Russia.
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Funds are coming in again!
Funds are coming in again!
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The American chess faction cheers, "Apple announces that all iPhones sold in the United States will be made in India." We haven't said anything yet, but the American MAGA crowd is already furious: Didn't they say they would bring jobs back to America? What kind of victory is this? Why not manufacture in America? Are we Americans supposed to go to India to tighten screws? It's all complaints, with no big-picture perspective; the American chess faction has no appeal. Round and round, MAGA still hasn't figured out what the deal is!
The American chess faction cheers, "Apple announces that all iPhones sold in the United States will be made in India."

We haven't said anything yet, but the American MAGA crowd is already furious:
Didn't they say they would bring jobs back to America?
What kind of victory is this?
Why not manufacture in America?
Are we Americans supposed to go to India to tighten screws?

It's all complaints, with no big-picture perspective; the American chess faction has no appeal.

Round and round, MAGA still hasn't figured out what the deal is!
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📊Last week, 76,670,327,921 ETF performed strongly, with a total net inflow of 3.033 billion USD, adding 33,462.14 BTC📉. Among them, BlackRock inflowed 15,380.76 BTC, and Fidelity 6,412.22 BTC. The current price is hovering around 94,000, and the market fear and greed index is at 61 (greed). On May 2, it is important to pay attention to the impact of the U.S. non-farm payroll data release. Generally, before the release of major data, large funds tend to reduce positions or hedge, so it is important to be cautious about risks.
📊Last week, 76,670,327,921 ETF performed strongly, with a total net inflow of 3.033 billion USD, adding 33,462.14 BTC📉.

Among them, BlackRock inflowed 15,380.76 BTC, and Fidelity 6,412.22 BTC.

The current price is hovering around 94,000, and the market fear and greed index is at 61 (greed). On May 2, it is important to pay attention to the impact of the U.S. non-farm payroll data release.

Generally, before the release of major data, large funds tend to reduce positions or hedge, so it is important to be cautious about risks.
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What are these two whispering about? It was just revealed that Zelensky and Trump are meeting again. The two communicated face-to-face while attending the funeral of Pope Francis. In February of this year, the meeting between Trump and Zelensky at the White House escalated into an argument. This is the first face-to-face contact between the two since then.
What are these two whispering about? It was just revealed that Zelensky and Trump are meeting again.

The two communicated face-to-face while attending the funeral of Pope Francis.

In February of this year, the meeting between Trump and Zelensky at the White House escalated into an argument. This is the first face-to-face contact between the two since then.
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Zelensky went from comedian to president! Trump went from president to comedian! It always feels like he encountered a shady agent 😂
Zelensky went from comedian to president!

Trump went from president to comedian!

It always feels like he encountered a shady agent 😂
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How much is Trump's $TRUMP TRUMP dinner worth? When Trump was overwhelmed by tariffs and the Federal Reserve, he suddenly launched a super curious event - the first 220 $TRUMP token holders will be invited to dinner with Trump. I just checked the latest rankings on the Solana chain. The number of $TRUMP held by the 220th wallet is 29,565. At the current price of $14.76, it is equivalent to about 3.16 million yuan in RMB. Not hundreds of millions, not tens of millions, but more than three million, you can sit in the last row of the "Presidential Dinner". Is this dinner really worth 3.16 million? Let's do some calculations: This is the only project in the world where you can "have dinner with Trump in real name"; It is not a lottery, it is not based on internal appointments, it only depends on your real holdings on the chain; Venue of the dinner: Presidential venue in Washington DC Date: May 22 (less than a month) Only the first 220 holders, no guests allowed, strict background checks And the top 25 who want to enter this dinner must hold more than 1 million $TRUMP coins, Based on the current price of 14 yuan, it is almost - 140 million yuan! This is not a blockchain technology innovation, nor a revolution in the token economic model, it is a complete conspiracy of emotions and power. Do you want to have power? Do you want to swipe your face to Trump? Do you want to sit across the table and listen to his jokes? Then buy this coin, the more you buy, the closer you are to him.
How much is Trump's $TRUMP TRUMP dinner worth?

When Trump was overwhelmed by tariffs and the Federal Reserve, he suddenly launched a super curious event - the first 220 $TRUMP token holders will be invited to dinner with Trump.

I just checked the latest rankings on the Solana chain. The number of $TRUMP held by the 220th wallet is 29,565.

At the current price of $14.76, it is equivalent to about 3.16 million yuan in RMB.

Not hundreds of millions, not tens of millions, but more than three million, you can sit in the last row of the "Presidential Dinner".

Is this dinner really worth 3.16 million? Let's do some calculations:

This is the only project in the world where you can "have dinner with Trump in real name";

It is not a lottery, it is not based on internal appointments, it only depends on your real holdings on the chain;

Venue of the dinner: Presidential venue in Washington DC

Date: May 22 (less than a month)

Only the first 220 holders, no guests allowed, strict background checks

And the top 25 who want to enter this dinner must hold more than 1 million $TRUMP coins,

Based on the current price of 14 yuan, it is almost - 140 million yuan!

This is not a blockchain technology innovation, nor a revolution in the token economic model, it is a complete conspiracy of emotions and power.

Do you want to have power? Do you want to swipe your face to Trump? Do you want to sit across the table and listen to his jokes?

Then buy this coin, the more you buy, the closer you are to him.
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Why did Trump suddenly make a complete turnaround, not only preparing to reduce tariffs on China but also bowing to Powell? Trump's sudden shift this time was a compromise made after Bescent and Lutnik expressed concerns. How did these two individuals gain such influence? Mainly because of: Market lesson: The sharp decline in U.S. stocks in April proved that Bescent was correct in assessing the impact of high tariffs on the U.S. economy and the idea that 'Federal Reserve independence = market confidence.' Legal deterrence: The lawsuit risk assessment provided by Lutnik's team forced Trump to abandon the illegal option of 'firing Powell.' Interest alliance: The two represent financial capital and industrial capital respectively, forming a dual constraint on Trump's policies. This incident reveals the internal struggle between 'populist impulses' and 'establishment constraints' within the Trump administration and also suggests that its future policies may increasingly exhibit characteristics of 'superficial toughness and actual compromise.'
Why did Trump suddenly make a complete turnaround, not only preparing to reduce tariffs on China but also bowing to Powell?

Trump's sudden shift this time was a compromise made after Bescent and Lutnik expressed concerns.

How did these two individuals gain such influence?

Mainly because of:
Market lesson: The sharp decline in U.S. stocks in April proved that Bescent was correct in assessing the impact of high tariffs on the U.S. economy and the idea that 'Federal Reserve independence = market confidence.'

Legal deterrence: The lawsuit risk assessment provided by Lutnik's team forced Trump to abandon the illegal option of 'firing Powell.'

Interest alliance: The two represent financial capital and industrial capital respectively, forming a dual constraint on Trump's policies.

This incident reveals the internal struggle between 'populist impulses' and 'establishment constraints' within the Trump administration and also suggests that its future policies may increasingly exhibit characteristics of 'superficial toughness and actual compromise.'
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