姆少聚合

GM20250606

1）Market Trends
BTC plummets, altcoins fall across the board.
U.S. stocks decline, with Tesla leading the drop. Musk and Trump publicly fall out.

2）Market Highlights:
1. The parent company of stablecoin Circle surges after going public, with a market cap of $18 billion far exceeding the expected $7 billion.
2. The old coin RVN rises significantly on Upbit in South Korea.
3. The new coin Cutis increases, with a market cap of $100 million. It just launched on BN Alpha and is a Solana blockchain-based crypto wearable application.
4. The meme coin Fartcoin rises, listed on Coinbase. The political meme KBBB experiences wild fluctuations, crashing after a rapid surge to 5000 WU, believed to be a conspiracy group.

GM20250605

1) Market Trends
BTC is declining, altcoins are generally falling. The market is likely to adjust primarily over the next month.
U.S. stocks are fluctuating, and gold is rising. U.S. economic data is weak, and Trump is urging for interest rate cuts. The market expects the Federal Reserve to cut rates twice this year.

2) Market Highlights:
1. Public chain ETH outperforms the market, founder Vitalik Buterin is buying back. Large institution BlackRock sells BTC and buys ETH.
2. New coin LA experiences wild fluctuations, contract prices on Gate.io deviate by multiple times leading to liquidations. Lagrange is a cross-chain zero-knowledge proof processing protocol, listed on Coinbase.
3. BN Alpha launches Resolv, Cudis, Fly. Resolv is a delta-neutral stablecoin protocol on the ETH chain. Cudis is a crypto wearable application on the SOL chain. Fly.trade is a rebranded trading aggregator, previously known as Magpie Protocol.

GM20250604

1）Market Trends
BTC fluctuates, altcoins rise. The market's main focus is on the ETH ecosystem.
US stocks rise, employment data is strong.

2）Market Highlights：
1. Stablecoin protocols MKR, ENA, LQTY, etc., have risen, and the stablecoin USDC plans to be listed in the US stock market with a market capitalization of $7 billion.
2. MEME tokens like BOB on the BSC chain have surged. BN Alpha has good liquidity on the BSC chain, and a broad rise in MEME tokens is observed on the BSC chain.
3. MEME tokens on the SOL chain have generally declined. The launch platform PumpFun plans to raise funds with a valuation of $4 billion, drawing liquidity from the SOL chain.
4. BN Alpha has launched ZRC, BDXN, and LA. Zircuit is an EVM-compatible zk rollup, Bondex is a talent marketplace on the chain, and Lagrange is a zero-knowledge proof processing protocol.

GM20250603

1）Market Trends
btc fluctuates, the market is calm.
US stocks rise, the dollar index falls.

2）Market Highlights:
1. Public chain eth rises. The sol to eth exchange rate breaks through the monthly line, indicating that sol is likely to underperform eth in the coming year.
2. On-chain contract trading hype rises, bn us spot.
3. The meme bob surges, a meme from the conspiracy group on the bsc chain, reaching a new high after adjustment.
4. bn alpha launches layeredge, subsquid. layeredge is the verification layer in the zk track. subsquid is a decentralized database query.
5. Public chain sui unlocks $150 million this week.

GM20250529

1）Market Trends
BTC is down, altcoins are generally down. GameStop bought 4,710 BTC, and many listed companies are participating in accumulating coins.
US stocks are down. The Federal Reserve's minutes suggest a possible interest rate cut 1-2 times by the end of the year.

2）Market Highlights：
1. The sophon on BN is an entertainment chain based on zkSync's zero-knowledge L2, with DWF doing market making.
2. The public chain ETH is up, and the ETH exchange rate is stronger than BTC and SOL. The meme on the ETH chain is stronger than that on the SOL chain, such as Zeus, etc.
3. The public chain TON has surged. Telegram announced a partnership with Musk's XAI, but Musk denied signing an agreement. Telegram raised $2.5 billion, with BlackRock participating.
4. The on-chain contract platform HYPE is down, representing that the whale James' contract has lost 8,000 WU from the peak, with high leverage positions potentially targeted due to transparency.
5. BN Wallet has launched the TGE project Reddio, which is a parallel ETH L2.

GM20250528

1) Market Trends
BTC is down, while altcoins are generally rising. Trump's media has raised $2.5 billion to launch a coin-buying plan similar to MicroStrategy.
US stocks surged as trade tensions between the US and Europe eased.

2) Market Hotspots:
1. Public blockchain ETH is up. Several large funds have launched a joint stockholding plan, financing through US stock SBET, similar to an ETH version of MicroStrategy. Ecosystem projects like ETHFI are also following suit.
2. AI-related projects like Virtual and AIXBT have surged. Virtual's recent staking and new launch on its platform has shown strong profit potential.
3. The stock TRB has risen sharply, being highly controlled, with contract positions exceeding its market value.

GM20250527

1）Market Trend
BTC is fluctuating at a high position, and the altcoin market is dull. Trump's media group will mimic MicroStrategy's financing to buy coins.
U.S. stock markets are closed on Monday, and the Russia-Ukraine war escalates.

2）Market Highlights：
1. Low expectations for Huma on Binance. Huma is an on-chain P2P finance project with a market cap of $700 million.
2. Significant gains for Meme's CA, Labubu, Launchcoin, etc. CA is a weather application that combines AI and DePIN on the BSC chain. Funds are active on the BSC chain, and profits are flowing out of B.
3. BN Alpha airdrops Puffverse, a 3D metaverse chain game created by Chinese developers. The BN wallet will feature the IDO project Elderglade, a retro-style MMORPG chain game.

GM20250526

1) Market Trends
BTC is fluctuating at high levels, with altcoins lacking independent trends. The market's main focus is on meme.
The US stock market is closed on Monday, and the US-EU tariff war is temporarily on hold.

2) Market Highlights:
1. The on-chain contract platform Hype has surged to a new high, reaching a market capitalization of $40 billion. Hype accounts for 10% of the BN contract business, with an annual revenue of approximately $1 billion, and 40% of the chips are highly concentrated. The meme on the Hype chain, Purr, has skyrocketed several times.
2. Concepts like USDI, B, and Lista are rising. B has surged to a market capitalization of $400 million and is the meme for Trump's stablecoin USD1, with WLFI as the main player.
3. Memes like Moodeng, Neiro, Launchcoin, and Labubu are on the rise. Labubu has reached a new high after adjustment and is a global IP, with similar internet popularity to Moodeng and Chillguy.
4. The BN Launchpool will list Huma Finance today, which is RWA and PayFi, akin to an on-chain version of P2P finance.

GM20250523

1）Market Trends
BTC reaches an all-time high, altcoins lag behind in growth.
U.S. stocks fluctuate, and the U.S. deficit is out of control.

2）Market Highlights:
1. The on-chain contract platform Hype surges, with a market cap of $33 billion entering the top 10, potentially rising to a market cap of $50 billion (1/2 of BN) in the future. Hype's chips are highly concentrated, with total contract holdings reaching an all-time high, and recent daily income automatically repurchasing about 500,000. Large whales prefer to use Hype.
2. Meme coins such as Fartcoin, Moodeng, and Labubu see significant gains. Moodeng listed on American Robinhood. Labubu, after plummeting to zero, reaches a new high; it is a global IP of Pop Mart, similar to Chillguy.
3. Coins related to the WLFI concept, such as B and Lista, surge. B is the meme stablecoin USD1 for WLFI, while Lista collaborates with WLFI. The market anticipates that WLFI, associated with Trump, will launch tokens at the market peak in October, potentially reaching BN quickly.
4. AI-related coins WLD and Cookie experience significant increases. A16Z fund purchases $130 million in WLD. Cookie aims to develop a business similar to InfoFi, with a market cap lower than Kaito.
5. The largest DEX platform in the Sui ecosystem, Cetus, suffers a major theft, causing a collective crash in Sui chain meme coins. The ETH chain has recently been used for money laundering.
6. On the BN Launchpool, Huma is listed; Huma Finance operates in RWA and PayFi, with a business model similar to a Web3 version of P2P lending.

GM20250522

1）Market Trends
BTC breaks 110,000 to reach a historic high, market share reaches 65%. Altcoins fluctuate, total market value has decreased by 30% from the peak.
US stocks decline, long-term US Treasury yields soar, and the US dollar index drops.

2）Market Highlights:
1. Haedal on BN is a staking project of the Sui ecosystem. Recently, multiple Sui chain ecosystems have appeared on BN.
2. AI's cookie surges significantly. Cookie goes live on Infofi, with a content points airdrop mechanism similar to Kaito.
3. Meme tokens on the BSC chain, Buildon, surge several times. Buildon is a meme narrative of USD1, supported by the World Liberty Financial of the USD1 project.
4. Meme's IBRL surges more than 10 times. It is a test coin issued through a presale by Gavel at 500,000, designed to prevent sandwich attacks in AMM, with an automatic buyback mechanism, essentially a platform coin.

GM20250521
1）Market Trend
btc is strongly fluctuating, and the market lacks hotspots.
U.S. stocks are down, and gold is up. Israel and Iran are about to go to war.

2）Market Hotspots：
1. Defi's cow, kmno, aave, pendle, etc. are rising. The U.S. has passed a stablecoin bill to strengthen compliance regulation.
2. Newly listed coins wct and sxt are rising, with wct reaching a new high. Newly listed coins have a good chip structure and are easy to manipulate.
3. Meme coin moonpig has surged, with whale james wynn taking the lead. James opened an $800 million long position on hyperliquid, with an average leverage of 40 times.

GM20250520

1) Market Trend
BTC is strongly oscillating, MicroStrategy bought 7,000 BTC. The market lacks hotspots.
US stocks are fluctuating. The Federal Reserve hinted that there will be no interest rate cuts before September.

2) Market Hotspots:
1. BN Alpha airdrop soon and Xterio, soon is SVM's rollup, Xterio is a chain game R&D operation platform, both meanings are not significant.
2. RWA's collateral surged, reaching a new high after adjustment. Collateral aims to build RWA's capital market on the Solana chain.
3. The stock of Dino surged, increasing by hundreds of times since the beginning of the year. Market rumors suggest it has a background of large holdings.

GM20250519
1）Market Trends
BTC surges significantly, approaching previous highs. Altcoins generally rise.
U.S. stocks increase. Moody's downgrades U.S. rating.

2）Market Highlights：
1. Public chain ETH falls, while meme coins like Neiro, Moodeng, and Launchcoin rebound sharply after significant drops.
2. Payment public chain KTA rises, with a market value reaching $700 million, increasing 80 times since March. KTA is a compliant high-performance public chain, but the token issuance is on the Base chain.
3. Blockchain game NXPC declines, with gold farming not generating profit effects and failing to form a Ponzi flywheel. GameFi has been proven to be a discredited track.

On-chain blogger rankings, do you think it's real?

GM20250430

1）Market Trends
BTC fluctuates, altcoins plunge. The market lacks hot spots.
US stocks rebound.

2）Market Highlights:
1. BN Alpha launches new tokens Milk and Haedal. MIK is a liquid staking protocol based on Cosmos technology, and Haedal is a staking protocol in the Sui ecosystem. The BN wallet today added BSquared Network, which is part of the BTC ecosystem.
2. The Layer stock reaches new highs, with the operator controlling at least 25% of the circulating supply by withdrawing coins.
3. The meme token Trump plummets. The media under Trump, Truth Social, plans to issue a new coin, which may weaken the old coin.
4. On-chain meme tokens such as House, Hosico, Troll, Neet, and others from conspiracy groups soar. House's market cap approaches $100 million, and Ansem continues to increase holdings. The female right wants to issue tokens, usually towards the end of the market cycle.
$BTC
$ETH
$BNB

GM20250429

1) Market Trends
BTC is strongly fluctuating, with MicroStrategy purchasing $1.4 billion worth of BTC last week. Altcoins are rising and falling inconsistently, primarily driven by oversold rebounds and whale manipulation.
U.S. stocks are fluctuating, and the U.S. dollar index has retreated.

2) Market Highlights:
1. Whale-manipulated stocks like Layer and Memefi are surging. Layer has a clearly identified whale address. Memefi in the Sui ecosystem has surged several times.
2. AI projects such as Virtual, Shell, Cookie, and AIXBT are rebounding after being oversold. Most of the new AI projects on the chain are following the same trend.
3. Meme coins like Troll, House, Hosico, and Neet from the four major conspiracy groups are rising, with Troll hitting a new high after a significant drop. Bonk platform is experiencing liquidity issues, and most are following the same trend.

GM20250428

1）Market Trends
BTC adjustment, altcoins generally down. The net inflow in the crypto market over the past week was $9 billion.
U.S. stocks fluctuated and rebounded.

2）Market Highlights：
1. Binance will list ethsign, a decentralized electronic protocol signing platform that can be used for notarization, which is a project invested in by BN Labs from China.
2. The public chain Sui has a significant unlock of $270 million this week. The Sui ecosystem project WAL hit a new high; WAL is permanent storage. BN Alpha will airdrop Haedal, a staking protocol on Sui.
3. Meme's House surged, with a market cap approaching $100 million. Whales like Ansem and Him have made buy calls. In this round, on-chain AI coins generally underperformed against conspiracy group coins.
$BTC
$ETH
$SOL

GM20250425

1）Market Trend
BTC is fluctuating, with short-term rebounds facing resistance. The main lines of the market revolve around AI and memes.
U.S. stocks surged, and Trump is considering a tiered tariff scheme for China, with a more moderate tone. Federal Reserve officials' speeches have boosted expectations for a rate cut in June.

2）Market Highlights:
1. The public chain SUI has surged, with the SUI/BTC exchange rate breaking through on a weekly basis. The ecosystem, including CETUS, is also rising. SUI has launched a digital Mastercard supporting SUI tokens, which is now live in Europe. Users can add this card to Apple Pay and Google Pay for daily consumption of crypto assets. There are plans to launch a physical card and expand to the U.S. market in the future.
2. AI projects like Dark and DPCore have surged, both of which are based on the MCP infrastructure concept. DPCore is a conspiracy group from China.
3. Dolo is a modular DeFi market, with the latest airdrop from BN Alpha. BN has launched Alpha Points, calculating airdrop points based on Alpha and wallet holdings and transaction amounts.
$BTC
$ETH
$SUI

GM20250424

1) Market Trends
BTC fluctuates, altcoins rise broadly. The main theme of the market revolves around meme and AI.
US stocks soar, Trump softens his stance towards China and the Federal Reserve.

2) Market Highlights:
1. The meme token Trump surges and doubles, the top 220 holders can have dinner with US President Trump, and theoretically, those who borrow tokens can also participate. Some unlocks are postponed.
2. AI tokens Turbo, AIXBT, Cookie, Zerebro, etc., rebound. On-chain, severely undervalued AI tokens rise several times, and Zerebro collaborates with celebrity Kanye West.
3. The public chain Sui surges, beginning a weekly rebound. Ecosystem projects like Cetus and Memefi follow suit. Sui is the strongest performing public chain and may recently go through an ETF.
4. Zora is a social public chain, transitioning from an NFT public chain. BN Alpha airdrop.

GM20250423

1) Market Trends
BTC surged, BTC contract rate at -0.02%, short-term sentiment at the bottom. Altcoins rose broadly, with the market focusing on meme and AI.
US stocks soared, with Trump stating that tariffs on China will be significantly reduced, and trade conflicts are expected to ease. Safe-haven assets declined, with gold retreating after reaching $3500.

2) Market Highlights:
1. Hyperlance on BN is an inter-chain communication interoperability protocol. This time, the average return on the BN wallet IDO was around 200 USD, with BN Alpha single account airdrops totaling about 500 USD over the past few months.
2. Major public chains like Sui, Sol, and ETH surged, with Sui showing the best performance. The Sui ecosystem's Deep saw significant gains on Upbit in South Korea.
3. Meme tokens like Fartcoin and Troll surged, reaching new highs since the market rebound. Fartcoin is the top performer on the Sol chain rebound, entering the top 5 in meme market capitalization. Troll is a strong manipulation group stock, listed on BN Alpha and Moonshot.
4. AI tokens like Dark, Zerebro, Arc, Virtual, Aixbt, and Lumo rebounded. Dark is an MCP concept, while Lumo received funding from Nvidia.
$BTC
$ETH
$BNB