Van社长

Binance announced today the launch of Binance Junior.

From what I've seen, it currently supports registration for children aged 6-17, and it must be activated by a parent, existing as a sub-account of the parent's Binance account.

The Binance Junior account cannot trade and only supports simple functions such as deposits/withdrawals, wealth management, and transfers, with a daily transfer limit of 400usdt.

It seems that minors cannot apply for refunds, haha 😂

However, Binance's idea is indeed novel; it aims to cultivate crypto users and strategically position itself for the next 20 years 👍 just not sure how many parents will support it 😅

The oracle track has always been familiar to everyone, with Chainlink at a market cap of $12 billion and Pyth at a market cap of $700 million, both being well-known established oracle projects. For oracles, 'low latency' is the most competitive and core indicator.

With the development of new technologies, will there be a new oracle with a faster speed and a lower market cap in the market? Some brothers might think so. Switchboard, as the fastest oracle on Solana (4 milliseconds latency) and the only oracle that has implemented the x402 standard, currently has a circulating market cap of just over $7 million.


Objectively speaking, the current market cap of $SWTCH is greatly mismatched with its technical strength. Recently, Monad, Jito, and Jupiter have all integrated with Switchboard, but the market seems to have not yet reacted, which is a typical information gap between the primary and secondary markets.

The market cap of $7 million is only 1/100 of Pyth and 1/1700 of Chainlink. This odds ratio is very rare under the current market conditions.

So what advantages does SWITCH have compared to similar products like Pyth and Chainlink? The president has compiled a parameter comparison below.

In terms of technical capabilities and business models, SWITCH is more advantageous. This $7 million market cap is practically giving away money. Many funds may still be focused on established oracles, not realizing that technological iteration has already occurred.

It should be noted that Chainlink recently lost $1 million due to pricing delays, whereas such issues will not occur on SWITCH.

For $SWTCH , the president's advice is very simple: sell when the crowd is enthusiastic, buy when no one cares.

Interested friends can consider it as a low-cost high-odds lottery ticket, taking a small position to see if they can benefit from this wave of infrastructure iteration.

USDT has been downgraded by S&P, is the U in everyone's hands still safe? Which stablecoin should we exchange for? What impact does this have on the market?

This article tells you everything (data and analysis provided by Surf AI)

On November 26, S&P officially downgraded the stability rating of USDT from the already low 'Restricted 4' to the lowest level 'Weak 5'.

We won't discuss whether this rating is correct or not; here, Surf AI will analyze several core questions that everyone is most concerned about: Will USDT really collapse? If we don't hold USDT, what else can we hold? What impact does this have on the market?

1. Will USDT really collapse? To put it directly: the probability is very low.

So why did S&P give such a low score? It's actually quite simple; Tether's latest disclosures show that they have not honestly purchased U.S. Treasury bonds with the dollars deposited by users, but instead have bought a large amount of Bitcoin and gold. This is the fundamental reason why S&P downgraded it to 'Weak'.

But why won't it collapse?

Because Tether is making too much money. Its net profit exceeded $10 billion in the first three quarters of 2025. Such a money-printing level of profitability is its biggest moat. As long as there isn't an instantaneous run on the bank, it can slowly use its profits to fill the investment loss gap.

2. If you don't trust USDT, which stablecoin should you hold?

Actually, continuing to hold USDT is not a big problem. If you really want to exchange, I only recommend two: USDC and FDUSD.

1. USDC: Compliant baby, S&P rating of 'Strong 2', feeling very safe. The issuer Circle is very compliant and fully meets the EU's latest MiCA regulations. (Surf AI found out)

2. FDUSD: Binance's favorite, frequently has 'zero fee' trading promotions on Binance, but its usage scenario is single, basically only on Binance.

3. What does this mean for the cryptocurrency market?

In the short term, the impact is not significant, and the market has almost no reaction.

But in the long run, if BTC crashes and USDT faces large redemptions, Tether may be forced to sell over $10 billion in Bitcoin reserves to raise money, which could create a death spiral:
USDT redeemed -> Tether sells BTC -> BTC falls -> Tether's reserves shrink -> Panic intensifies -> More people redeem USDT

Of course, all of this will only truly manifest in a bear market~

#SurfAI

$MON has taken off, a perfect script, dropping from 0.038 to 0.025, then rising to 0.05.

Who benefited from this trend?

The Alpha launched yesterday with $GAIB , is there a chance to become the next MYX?

The 175 tokens received from the GAIB airdrop are now worth only 28u, which is a typical "chicken rib" airdrop. Most of these Alpha tokens will inevitably continue to decline and ultimately "go to zero."

However, there are always some special tokens, such as MYX, M, and COAI, that consolidate for a while and eventually soar.

Does GAIB have this opportunity? In my opinion, it does.

Firstly, the distribution of GAIB's tokens shows that the top 17 hold 95% (mostly in the hands of speculators and exchanges), which is a typical high-control token.

Secondly, GAIB's narrative of "computing power tokenization" directly packages the real computing power output of enterprise-level GPUs into tokens. It might even ride the wave of a $50 trillion market cap like Nvidia's aircraft carrier.

Furthermore, GAIB has a very special point: it has launched a writing contest on Binance, which most other Alpha tokens cannot achieve. In a positive light, the future contracts and even spot trading for GAIB seem to have a path to follow.



Currently, GAIB's price is about $0.165, having retraced over 40% on the same day, with a market cap of $30 million, which is considered a relatively reasonable price.

Why am I paying attention?

With the development of AI, the demand for computing power will only increase. GAIB is on the path of "turning real GPUs into on-chain yield-generating assets."

If the platform's demand for computing power continues to grow, the revenue logic of SAD will hold, making it a relatively "physical value" route for an AI × DeFi project.


If you haven't looked into GAIB yet, you might want to research it. This is one of the most financialized routes for "real computing power" that I've seen recently.

@GAIB AI #GAIB

The "insider" news on a certain book, Trump’s son hinted at the trend in a fee group of 1 million u. If it weren’t for this Chinese screenshot, I almost believed it 😂

Although it's a humorous message, it actually reflects everyone’s view on the current market. Generally, people are looking towards a bearish trend.

Some people believe it will go bearish directly, while others think it will be similar to what’s in the picture, with another wave before going bearish.

The president currently holds the first view, what does everyone in the plaza think?

#BTC走势分析

The next token with the highest probability of being listed on Binance——$MON

According to Surf AI analysis, the probability of Monad being listed on Binance spot is 85%. Just last night, Monad officially started its token presale as the first ICO of cb, and it has raised over $100 million so far, but it is still 45% short of the total target of 187 million USDC.

Surf AI data shows that the subscription price in this round of ICO is $0.025/MON, including 7.5 billion MON (accounting for 7.5% of the total token supply). At TGE launch, the circulating supply will only be 10.8 billion (the remaining 98.2 billion tokens are locked), with an initial circulating market value of only $270 million.

Currently, the perpetual contract price of Mon is $0.038. Although it is still higher than the public sale price of $0.025, compared to early October, expectations for $MON at $0.15 have already seen a significant correction.

According to Surf AI's market forecast, after going live on Binance, Mon is expected to reach a price range of $0.08-$0.15 in the short term (1-7 days), with a long-term target of $0.2-$1.

The president seems to think this prediction is still quite optimistic, possibly not considering the current gradual bear market and the situation where the public offering was not fully subscribed in time.

There is still a week until the exchange goes live on the 24th. Unless there is a special favorable event, Mon is likely to continue to decline until it reaches $0.025. Subsequently, on the official launch day, it should easily rise to $0.04-$0.05. Interested friends can use low leverage, short first and then long, to take full advantage of this trend.

(All the following information screenshots are from Surf AI - the dedicated AI for the cryptocurrency market.)

Tonight at 9 PM, come to the live broadcast to chat about Canton Network and get various questions answered online. The project team will also be there~

Early this morning, the founder of Uniswap released a proposal regarding the destruction of $UNI on his Twitter, and UNI jumped directly from 6u to 10u~

So what is the specific content of this proposal? What obvious impact does it have on the price of UNI?
This article explains in detail for everyone 【Data source & @Surf AI】


Hayden first expressed his personal thoughts (self-praise): Uniswap has grown into a global financial infrastructure in eight years, with an annual transaction volume of $1.8 trillion. He complained that due to the poor regulatory environment over the past five years, Labs could not effectively participate in governance, spending countless hours and tens of millions of dollars in legal fees without resolution. Now that regulatory restrictions have eased, he wants to make Uniswap the largest decentralized token exchange in the world.

The proposal macro-wise includes eight aspects:

🔹Enable protocol fees and destroy UNI.
🔹The Sequencer fee of Unichain L2 also destroys UNI.
🔹One-time destruction of 100 million UNI.
🔹Introduce PFDA auctions, internalize MEV to improve LP experience.
🔹“Aggregator hook” allows v4 to become an on-chain aggregator, collecting external liquidity fees.
🔹Labs will focus on growth, stop charging interface/wallet/API fees, and accelerate the distribution and popularization of the protocol.
🔹Fund member employees will merge into Labs to accelerate development together.
🔹Unisocks liquidity will migrate to Unichain v4 and destroy LP positions.

Then there is a thank you to the community, emphasizing that this lays the foundation for Uniswap for ten years, promoting developers, LPs, and traders, and so on.

Why can this tweet almost double the price of $UNI ?

Hayden not only showcased UNI's achievements but also cleverly explained why action is only starting now: strategically, he has upgraded Uniswap from a 'pure protocol' to a 'value capture machine', where all income (transaction fees, L2, MEV, aggregation) is uniformly destroyed UNI, solving the long-term 'valuation black hole' pain point of UNI and transforming it from a weak governance token into a strong deflationary asset.

For the ecosystem, this proposal can freely acquire traffic from the front end, organize and merge proposals efficiently, demonstrate Unisocks to encourage chain migration, and significantly boost community morale; the proposal should pass quickly.

As of now, the price of UNI is about $8.82, with a market cap of over $5.5 billion. In the short term, it looks like $10-12, and after the proposal is fully passed, breaking $20 is just a matter of time.

Wall Street's darling Canton, it's time to dip your toes in with a small position~

$CC At the end of last month (October 31), it went on Binance contracts, opening at $0.14, and is now stabilizing around $0.15, with no significant movements so far.


However, Canton, as a solid institutional-level public chain specializing in privacy protection for RWA scenarios, has already been confirmed to be adopted by TradFi giants like Goldman Sachs, JPMorgan, Microsoft, and Morgan Stanley — this endorsement can be understood as Wall Street stepping in themselves.

Compared to similar privacy coins like ZEC and ZK, CC's on-chain data is much better. The trading volume is 10 times that of ZEC and 15 times that of zkSync, yet its market cap is still under $5.2 billion, which is completely undervalued.

The burning deflation mechanism of $CC will destroy or mint tokens based on usage or on-chain contributions. Simply put, every transaction reduces tokens, while each effective action increases tokens. The more the payment network is used, the more aggressive the burn will be.

From the distribution of holdings, CC's early chips are quite dispersed, but after institutional entry, it has started to concentrate, feeling like it's gathering strength. Once it goes live on Binance, it is likely to bring a wave of liquidity, and combined with the RWA privacy narrative, a surge to $0.5 shouldn't be a big problem.

The president suggests starting with a small position (around $0.15), setting a stop loss at $0.12, and keeping risk control within 20%. If the flow really explodes, seeing $1 in the short term is definitely not a dream!

Share a relatively stable contract strategy for a bear market — shorting new coins at 1x

Specific operation method:
Short the new coins that have been listed on Binance spot, about 2-5 hours after the new coin is listed, and short after reaching a short-term peak, opening a position with 10% of the amount for each token, setting the stop-loss point at the liquidation point, then holding for 1 month, and closing the position at a suitable low point.

Precautions:
🔹Token selection: Find new coins that are listed on both spot and futures; only having futures is not acceptable, as it is easy to be manipulated by market makers.
🔹Timing selection: There will generally be a surge after listing on spot, wait for the short-term peak and enter when the upward trend is insufficient.
🔹Position distribution: Each token should have a maximum position of 10%, winning by volume.
🔹Leverage ratio: 1x is best, do not exceed 2x.
🔹Take profit and stop loss: Set the stop loss at double the opening amount, and do not set a take profit.

Assuming shorting 10 tokens that have recently been listed on spot, opening a 1x short position of 1000u for each, the total cost is 10,000u.

After 1 month, among the 10 tokens, there may be 1 that doubles and is liquidated, 2 that break even, and 7 that yield a total profit of 4000u, with a total profit of 3000u, resulting in a monthly return rate of 30%.

In actual operation, it is even possible that all 10 short positions are profitable, with total profits exceeding 5000u. You can check the K-line of the recent 10 spot new coins and research on your own.


#币安合约实盘