Back at the desk now after 2 weeks in Dubai for Token 2049
Main takeaways:
- Dubai probably the bigger crypto / web3 hub, but Singapore Token > Dubai Token
- Traffic was worse than I expected
- Heat was not as bad as I expected
- Conference itself was very CEX-heavy
- Side events & private meetings where were most of the actual networking took place
- Sentiment cautiously bullish for the most part
- Still huge macro uncertainty due to Trump / tariffs
- Lots of cycle weariness (already lots of talk about "the next cycle" lol)
- Ethereum dominance continues to shrink, still the number one dApp ecosystem but definitely less ETH alignment than before
- Feels like investors & VCs are becoming more discerning, less interest in hype / promises (this is a good thing). Focus on tangibles, cashflow, users, sustainability
- Lots of people talking about stablecoins (banks / institutional focus)
- AI is probably the only real consensus narrative right now, but it feels like everyone has a different idea as to what that actually means lol
- Way more sidelined capital than you realise
- People like to naysay these events, but as with most things in life, you get out of it what you put in. I made an effort to attend lots of events & meet lots of people, and therefore got a lot out of my time in Dubai. Majority of dudes shit-talking these events have never even been to one. And if you let the opinions of a few terminally online neckbeard keyboard warriors dissuade you from attending something like this in the future, that's on you
- As always, the best events are not advertised & the best [networks] are those you must be invited into
- Queuing for 30 mins to take a selfie with CZ is cringe
Shoutout the hundreds of people I spoke to at the conference & all the side events. Had a blast tbh
See you in Singapore 🇸🇬
#Token2049
Why am I too lazy to start yapping about a new project?
The reason:
I don't have the time.
The real reason:
I'm lazy (but I do a ton of research underneath so I know the project I yap about actually does have a great use case, and not just driving attention for tiny gains, which takes up mor time and made me more lazy).
So yes, anw, gmera brothers @Calderaxyz.
But also, start paying attention to the very new, just-kaito-listed project such as @MagicNewton
(I hear something like a $90M raised, and TGE is not too far away). Money drives.
If you see money on the table, you grab it.
After 3-months of downtrend, $BNB has finally broken out of its bearish trendline.
When price has been supressed that long, it doesnt usually hold back when breaking out.
The closest target, based on the 1,618 fibonacci ratio, is $718, but I think it will go much higher.
币安这是把近三个月的利润都卖成 U,准备过冬了?😲
似乎每隔一段时间的储备金报告都能解读出有意思的东西,记得 2 月公布时,大家发现币安超额储备部分(即币安自有资金)除了 USDC 几乎消耗殆尽, 神鱼大佬 @bitfish1 指出是用于给股东分红了,属于年初计提利润
今天币安更新了 5 月储备金报告,看看三个月以来的自有资金变化
🟢 $BTC : 增加 9729 枚(963,171,000 美金)
🟢 $ETH : 增加 8033 枚(15,262,700 美金)
🟢 $USDT : 增加 324,667,715 枚
🟢 $BNB : 增加 15913 枚(9,706,930 美金)
🔴 $SOL : 减少 2453 枚(367,950 美金)
🔴 $XRP : 减少 14,501,682 枚(31,613,666 美金)
🟢 $USDC : 增加 1,696,637,283 枚
除了 BTC 和稳定币,其他资产的储备几乎没有增加甚至还有减少,别看 ETH & BNB 也有近 1 千万美元的增长,要知道币安的现货手续费是按照交易币种收取的,实际远不止于此;看来是基本卖得差不多了,倒是和目前的行情挺一致 —— BTC 一枝独秀,就是不知道还能不能看到满园春色了
币安这是把近三个月的利润都卖成 U,准备过冬了?😲
似乎每隔一段时间的储备金报告都能解读出有意思的东西,记得 2 月公布时,大家发现币安超额储备部分(即币安自有资金)除了 USDC 几乎消耗殆尽, 神鱼大佬 @bitfish1 指出是用于给股东分红了,属于年初计提利润
今天币安更新了 5 月储备金报告,看看三个月以来的自有资金变化
🟢 $BTC : 增加 9729 枚(963,171,000 美金)
🟢 $ETH : 增加 8033 枚(15,262,700 美金)
🟢 $USDT : 增加 324,667,715 枚
🟢 $BNB : 增加 15913 枚(9,706,930 美金)
🔴 $SOL : 减少 2453 枚(367,950 美金)
🔴 $XRP : 减少 14,501,682 枚(31,613,666 美金)
🟢 $USDC : 增加 1,696,637,283 枚
除了 BTC 和稳定币,其他资产的储备几乎没有增加甚至还有减少,别看 ETH & BNB 也有近 1 千万美元的增长,要知道币安的现货手续费是按照交易币种收取的,实际远不止于此;看来是基本卖得差不多了,倒是和目前的行情挺一致 —— BTC 一枝独秀,就是不知道还能不能看到满园春色了
BREAKING: $SXT launchpad is live on @binance!
Space and Time (SXT) is the 69th Launchpool project, backed by Microsoft, and focused on ZK-proven data — a game-changer for Web3!
Here’s what you need to know:
Farming starts: May 6, 00:00 UTC
Trading starts: May 8, 13:00 UTC
Supported pairs: SXT/USDT, SXT/USDC, SXT/BNB, SXT/FDUSD, SXT/TRY
• Total rewards: 125M SXT (2.5% of supply)
• Supply at listing: 1.4B SXT (28% of total)
• No listing fee
How to farm $SXT:
• Lock your $BNB, $FDUSD, or $USDC for 2 days and earn free SXT
• 85% rewards in BNB pool
• 10% in USDC pool
• 5% in FDUSD pool
• Rewards calculated & updated every hour
• Unlock anytime
Security:
• On Ethereum and Base networks
• Smart contract addresses are verified
• Spot trading, Trading Bots & Copy Trading supported after listing
Note: Available in supported countries only — check the excluded regions list.
https://t.co/pLff7iAkzY
This is a major opportunity to farm and earn a token backed by top-tier tech and launching through Binance.
Join through my ref link: https://t.co/Y3scSw61b5
@binance
Trump blasts Jerome Powell, claiming inflation is gone, energy prices are down, and tariffs are boosting the U.S. economy. Whether political or not, here’s what this means for crypto:
Rate Cuts Incoming? If inflation is truly cooling, the Fed may be late to pivot — bullish for BTC as markets front-run policy shifts.
Digital Gold Demand Rising: Trade tensions + tariff talk = de-dollarization pressure. Bitcoin benefits as a neutral global reserve.
Risk-On Rotation: Lower inflation and easing expectations fuel appetite for volatile, hard-cap assets like BTC.
Bottom Line: If the “too late” narrative plays out, Bitcoin could lead the next macro breakout — faster than the Fed reacts.
#BTCtrade #BTCBreaks99K #DigitalGold
$XRP JUST BROKE KEY LEVELS – IS $2.25 NEXT?
$XRP/USDT is currently trading at $2.2117, pushing higher after reclaiming momentum from the $2.1039 low. Buyers are clearly in control, and the price is now challenging resistance near recent highs with strong volume flow behind the move.
Key Levels to Watch:
• Immediate Resistance: $2.2188 (24h high)
A confirmed breakout here could open the path toward $2.2500 and beyond.
• Support Zone: $2.1800 – $2.2000
Holding this base keeps bullish structure intact; losing it may signal a short-term correction.
Trade Setup – Momentum Driving Higher
Bullish Entry: Above $2.2188
• TP1: $2.2500
• TP2: $2.2800
Bearish Entry: Below $2.1800
• TP1: $2.1400
• TP2: $2.1050
Stop-Loss: For longs, below $2.1800; for shorts, above $2.2200
Although ask-side pressure is stronger at 54.46%, the uptrend remains strong. Watch for a clean break above $2.2188—$XRP could accelerate fast from here.
#PectraUpgrade
#StripeStablecoinAccounts
#USHouseMarketStructureDraft
{spot}(XRPUSDT)