土豆谈币

Recently, I recorded some thoughts on a few extremely hot coins.
If a coin has risen several times,
normal people would want to short but the fee is still positive,
indicating that the whale is still inside and hasn't exited,
and it is far greater than the short positions.
Therefore, the time point for the whale to exit is at least when the fee turns from positive to negative, which is when a downturn may occur.

Bitcoin breaks through $117,000, the cumulative short liquidation intensity on CEX will reach 594 million.

Conversely, if Bitcoin falls below $114,000, the cumulative long liquidation intensity on mainstream CEX will reach 1.002 billion.

Recently, the market has been sideways; the liquidation map looks quite good.

I still think it will rise, as interest rates have all been lowered.

Discover that every market cycle follows this route:

1. A god-level project comes out on another chain
2. Then a counterpart will come out on the BNB chain, dividing into Dragon One and Dragon Two
3. Suddenly, Brother Sun announces that he will also do this next
4. It is very likely that afterwards..

From Defi in 2020, to Meme in 2024, to now

The total market value of altcoins is now almost touching historical highs. Looking back at the last bull market, it was actually a similar rhythm: once the total market value broke through a new high, the next step was two to three months of a sharp rise, followed by a peak, and BTC's market share plummeted.

But this time the background is completely different. Last time it was QE + low interest rates, with plenty of money and excessive liquidity, BTC oscillated sideways at high levels, and the market still had the energy to push altcoins. Now it is QT + neutral interest rates, BTC first fell sharply, and then had a shrinking rebound, so the space available for altcoins is naturally limited.

Therefore, while most people might be calling for an overall altcoin frenzy, I tend to lean towards the logic of a structural altcoin season. There will be a wave in altcoin markets, but the magnitude and duration will not be too exaggerated.

Recommend three coins with a large market cap that can be placed on order

pump around 0.007, stop loss ten to twenty points above the vacuum area

plume around 0.11, above is also a vacuum, stop loss ten to twenty points

form around 1.75, recently faced heavy fud, stop loss ten to twenty points

Today the market sentiment is quite good, mainly because STBL has risen again, plus ASTER has made quite a few people a bit nervous. But I still insist on positioning at low levels, and today I'm mainly focusing on the alpha project.
RVV – 3 PM, the first TGE project of Binance Wallet, in collaboration with ASP.
This is a Web3 gaming track, with some social elements, and the game is still in the testing phase; it feels like no one has mentioned it before. You can earn RVV in the game.
Funding 1 million USD, valuation 15 million USD, sold 9%, with daily unlock; presale 14–15 million USD, sold 11.58%, no tokens for three months, market opening does not need too much attention, circulation expected to be 3%–5%.
I haven't seen anyone advertising, and the circulation is low, around 30M can be watched.
JOJO – 5 PM, Binance Wallet's Pre-TGE.
DeAI project, an AI auto-tagging tool, with a strong academic + commercial team, supported by NVIDIA, and backed by a top accelerator, is a Binance MVB9 project. Funding 8 million USD.
Total JOJO is 800 million, initial circulation 20%, in the token distribution, investors and the team temporarily have no tokens, all community tokens are fully unlocked. Market opening around 20–30M can be watched.
AOP – Time not set, on alpha.
AI + UGC project, will collaborate with celebrities, esports champions, and musicians to create, also touching a bit on RWA. Funding 2 million USD, familiar Coresky appears on the investor list, valuation is not public. I saw Wu Qixian in the official website partners, team information is not public.
There are nodes, and node staking can mine, can mine 1 million coins per day, halving starts in the second year, total amount 2 billion, initial circulation 13.55%. Market opening can be looked at between 20–40M.
DL – Time not set, alpha.
Layer 1 EVM blockchain, co-founder is a developer from CertiK. There is seed round financing, but the valuation and amount have not been disclosed, familiar Matrix co-founder Saku, and people from Manta were seen among the investors.
Total amount 6 billion, initial circulation 900 million, which is 15%. Staking DL can earn tokens, there will be other unlocks after 2 months, FDV 50–60M can be watched.

BONK

The trend is very eye-catching, with a 4-fold surge in July, a key support retest in August, and an overall staircase-like upward movement, clearly indicating a bullish trend. The current market atmosphere for altcoins is good, and BONK is expected to continue rising in the short term. The key level is at 0.00003, and after breaking through, it may enter a price discovery phase, with significant potential. The chart is clear, the support is defined, and the risk-reward ratio is ideal, making it worth ongoing attention.

priceless=priceless, already obtained official support, waiting to take off!

Recently, the financial luck has been good, and yesterday I recommended NEAR
NEAR AVAX has become today's most stylish guy.

Make BNB Great Again
In July, people were still saying BNB would soon reach $1000
Today it has achieved #BNB突破1000

aia
Initial circulation 9.9m
Pre-market 0.4
Total financing of 10 million was displayed
The fdv corresponding to 0.4 is 400 million dollars
The initial market value according to the pre-market display is 40 million
So the halving buying method, eat a bite of the rebound at 0.25,
Then eat a bite of the rebound at 0.18
0.1 like this
If it opens high, it's gambling, a game of chance! Just place your bets freely!
Alpha currently buys 2 minutes after the market opens, there are no losing coins, the win rate is top-notch! When it starts to lose, you can take a break, but for now, there are none!

Recently, the #Binance Alpha market has been really good, especially with $STBL igniting the sentiment for new alpha launches completely.

But now, it's not the case that every new coin can be profited from blindly.
If you had rushed into $MAIGA at the opening yesterday, you would definitely be standing at the peak.

Before rushing in, at least take a simple look at the project information and mentally estimate an initial circulating market cap.
If it's below expectations, rush in; if it's above expectations, wait and see.

New alpha coins come out every day, but capital is not always available.
Seek victory steadily.

Binance Alpha market surges, why is it effective now?

It has not changed the allocation of chips in the primary market, but rather reshaped the stage for price generation. For the platform, it is a return of shares; for the players, it is a sequential game; for the price, it is a narrative repackaging. Understanding this, you will know what to pursue and what not to cling to.

$DOGE Dogecoin surged 8 times in a day after the interest rate cut in 2021. Do you think Dogecoin can replicate its former glory?

I remember that in this round of the bull market, every wave of market ended with $BNB standing out and making a significant rise. Then the meme and ecosystem coins on BSC also skyrocketed. Retail investors thought the bull market had arrived and went all in, only to get trapped. In June 2024, BNB reached a new high, followed by a sharp decline in July and August. In December 2024, BNB reached a new high again, but then at the beginning of 2025, it plummeted all the way until the market bottomed out on April 8, 2025. Of course, it doesn't mean that BNB's rise will definitely lead to a crash. Pay attention to the closing situation of BNB's monthly line in September; if it closes with a big wick, then you should be a bit cautious about the risks. BNB is operated by Binance itself, and they certainly have more data than retail investors. If BNB's monthly line closes with a big wick upwards in September, it suggests that the main players might have exited early. If it closes with a solid bullish line, then there's no need to worry.

Similarly, for the IPO of cryptocurrency exchanges, it seems that $GEMI is not very favored, and today is only the third day since the opening, and it is about to fall below the opening price.

I looked at the market capitalization, which is 1.26 billion dollars, while $Coin's market capitalization is 83.72 billion dollars, this gap is a bit large.