Marcell Geldenhuys

20 | Donuts all day | What is this?

[Marcell Geldenhuys @MarcellGeldenh1]

品茶：面付，无押，海选满意为止，安全可靠

TG :https://t.co/oDpiqDyNoS

Q群：1029284228

V：csc00892

与你：cw188188

[Marcell Geldenhuys @MarcellGeldenh1]

想有人陪我走走，走走就好 #反差 #日常 #上海

[Marcell Geldenhuys @MarcellGeldenh1]

柜子的门打不开， #反差 ##上海 #日常 我拉了三次

[Marcell Geldenhuys @MarcellGeldenh1]

我把不聊的群退了一半， #反差 #日常 #上海 心情好了不少

[Marcell Geldenhuys @MarcellGeldenh1]

有点想出去玩，你有没��想去的地方 #日常 #反差 #上海

[Marcell Geldenhuys @MarcellGeldenh1]

我上班路上听了一路播客，到公司忘了听的什么 #上海 #日常 #反差

[Marcell Geldenhuys @MarcellGeldenh1]

胃不舒服， #日常 #反差 #上海 我连着三天只喝粥

[Marcell Geldenhuys @MarcellGeldenh1]

哥哥选妃什么时候开始，我先排着 #反差 #日常 #上海

[The Mctlay Fcoi @ManoriPrasad]

这不就是乖乖女穿搭嘛 #反差 #上海 #日常

[Marcell Geldenhuys @MarcellGeldenh1]

@ManoriPrasad 非递归短方

[Marcell Geldenhuys @MarcellGeldenh1]

展示今日OOTD，顺便跳一下小兔子乖乖回味一下 #反差 #上海 #日常

[Marcell Geldenhuys @MarcellGeldenh1]

穿这身衣服去约会，会很糟糕吗？？#上海 #日常

[半山KOL俱樂部 @BSKolClubCN]

✨明牌空投項目 #第105期

美聯儲FOMC會議以9:3投票結果決定維持聯邦基金利率目標區間在3.50%–3.75%不變，三位官員支持立即加息25個基點，顯示內部出現較為罕見的鷹派分歧。決議公布後，BTC一度接近64,700美元，隨後穩定在64,000美元上方。雖然此次維持利率不變對市場形成一定支撐，但未來政策走向及通膨壓力仍將持續影響加密市場。

摩根士丹利正式推出以太坊和Solana現貨ETP產品，管理費率最低僅0.14%，並將質押收益全額返還給投資者，進一步擴大其加密資產布局，有望吸引更多機構資金進入市場。同時，比特幣礦企Ionic Digital成功登陸納斯達克，上市首日股價上漲約25%，也為Celsius債權人提供了重要的退出渠道。

AI與加密融合持續推進，比特幣礦企正加快布局AI算力業務。Core Scientific等礦企透過AI資料中心和算力託管業務獲得新的收入來源，緩解了挖礦收益下滑帶來的壓力。隨著越來越多礦企投入AI基礎設施建設，去中心化算力、AI Agent等賽道持續受到市場關注，AI相關加密項目熱度依然較高。

半山為大家精心甄選了幾大熱門明牌空投項目：
#Canopy，主權 L1 appchain 框架；
#SwarmBase，opBNB 上的 AI Agent Swarm 協調協議；
#GIWA，Upbit 推出的 Ethereum L2；
#Arc，Circle 推出的 L1；
#Wager Predict，BNB Chain 上非託管預測市場。

半山將持續跟進這些優質項目的最新進展，及時為大家帶來一手動態。鎖定優質項目，搶先參與！

[BS Kol Club @BSKolClub]

✨ Disclosed Airdrop Projects #Issue104

The crypto market is trading sideways today, with Bitcoin hovering around $65,000 after pulling back from yesterday's highs. Market participants remain focused on U.S. crypto regulation, as the Senate continues discussions on digital asset legislation, including the CLARITY Act. Meanwhile, some Democratic lawmakers have called on President Trump to disclose his personal crypto holdings to avoid potential conflicts of interest. In Asia, Japan is reportedly planning to launch its first Bitcoin ETF as early as 2028, further highlighting growing institutional interest.

Earlier today, B² Network, a Bitcoin Layer-2 project on BNB Chain, suffered a security breach in which approximately 8.591 million B2 tokens, valued at around $3.86 million, were stolen. The attacker swapped the funds into WBNB, bridged them to Ethereum, and later transferred the assets to Zcash via NEAR Intents. The project team has contacted the attacker and stated that if at least 10% of the stolen funds are returned within 24 hours, the incident will be treated as a white-hat action without legal proceedings, while affected users will be fully compensated. Following the incident, the B2 token fell by approximately 15%.

The convergence of AI and blockchain continues to be one of the market's strongest narratives. Industry leaders, including Franklin Templeton and Circle's CEO, believe that Agentic AI could become a major application layer for the crypto industry, with blockchain providing the infrastructure for AI agents through payments, identity, and transaction settlement. AI-focused crypto ecosystems such as Bittensor (TAO) continue to expand, while decentralized LLM training and AI compute networks are further accelerating the AI-Crypto narrative.

BS has selected several promising featured airdrop projects worth watching:

Orbinum Network – A privacy-focused Layer 1 built on Substrate.
Zeko Labs – A zero-knowledge Layer 2 scaling solution for Mina Protocol.
ink – A Layer 2 network backed by Kraken.
Backpack – A leading wallet and exchange ecosystem on Solana.
Hotstuff – A high-performance, DeFi-native platform.

BS will continue tracking the latest developments of these promising projects and bring you timely updates. Stay ahead of the market and seize the next opportunity!

#Crypto #Airdrop #Bitcoin #BNBChain #Solana #Mina #Layer2 #AI #Blockchain #Banshan

[BS Kol Club @BSKolClub]

✨BS KOL Club | Weekly Watchlist #Issue115
This week's featured tokens: $PUMP, $LDO, and $JTO.

The crypto market continued its rebound today, with Bitcoin climbing back above the $66,000 level while Ethereum also gained strength. Capital appears to be flowing back into major assets. As ETF inflows improve, institutional interest in crypto allocations is showing signs of recovery. Meanwhile, the market remains focused on the Federal Reserve's policy outlook, with interest rate expectations and global liquidity conditions continuing to influence the performance of risk assets.

The stablecoin market continues to serve as a critical pillar of digital financial infrastructure, with its total market capitalization holding near $300 billion. USDT remains the dominant stablecoin by market share. As traditional financial institutions such as Stripe and Visa accelerate their exploration of stablecoin-powered payments and cross-border settlement, stablecoins are increasingly becoming the bridge between traditional finance and the crypto ecosystem, while also providing more resilient on-chain liquidity.

At the same time, the AI sector continues its upward momentum, with optimism surrounding the semiconductor industry boosting overall market risk appetite and lifting crypto-related sectors. Real-World Asset (RWA) tokenization also remains a key focus for institutional investors, as more traditional financial assets move on-chain. Emerging sectors such as AI and RWA are expanding the range of real-world applications across the crypto industry.

#Cryptocurrency #Bitcoin #Ethereum #BTC #ETH #Pump #Lido #Jito #Stablecoins #AI #RWA

[半山KOL俱樂部 @BSKolClubCN]

✨半山 KOL 俱樂部本週推薦關注項目 #第115期

本週推薦關注項目： $PUMP 、 $LDO 、 $JTO 。

今日加密市場延續反彈走勢，比特幣重新站上 66,000 美元附近，以太坊同步走強，主流資產呈現資金回流跡象。隨著 ETF 資金流向改善，機構配置興趣有所恢復，市場持續關注美聯儲政策路徑，利率預期與全球流動性變化仍將影響風險資產表現。

穩定幣市場持續發揮數字金融基礎設施作用，目前總市值維持在 3000 億美元附近，USDT 仍占據主導地位。隨著Stripe、Visa 等傳統金融機構加速探索穩定幣支付和跨境結算應用，穩定幣正在成為連接傳統金融與加密市場的重要橋樑，也為鏈上生態提供更穩定的流動性支持。

與此同時，AI 產業鏈��續上漲趨勢，半導體板塊的樂觀情緒帶動市場風險偏好改善，加密相關板塊也受到提振。現實資產代幣化（RWA）持續受到機構關注，傳統金融資產加速進入鏈上生態，AI、RWA 等新興方向正在推動加密行業拓展新的應用場景。

#cryptocurrency #BTC #ETH #Pump #Lido #Jito

[BS Kol Club @BSKolClub]

📈 BS Bulletin | #Issue105
1️⃣ The stablecoin market saw a temporary contraction, with total market cap down about $10B from its May peak, including a $7.7B decline in June—the largest monthly drop since the 2022 Terra-Luna collapse. However, the overall decline was only around 3%, far below the 26%+ contraction seen during bear markets, suggesting a cyclical adjustment rather than systemic risk.

2️⃣ CZ-linked wallets transferred 700M CZ tokens and 400M TCC tokens to burn addresses, removing approximately 70% and 40% of circulating supply respectively. Following the burn announcement, CZ surged around 168% and TCC rose 36% in 24 hours, drawing market attention to Meme token deflation narratives.

3️⃣ The official X accounts of SpaceXAI and Starlink were allegedly compromised and used to promote Solana Meme token SCATMAN. The token briefly reached a $2M market cap before a rapid Rug Pull, with hackers reportedly profiting around $135K through token minting and selling, raising concerns over account security and Meme scam risks.

4️⃣ Prediction markets have become one of the most watched sectors among crypto VCs in 2026. Data shows average funding rounds reached $118M, ranking first among all crypto sectors, with major events such as the World Cupexpected to drive further institutional investment.

5️⃣ Crypto ETF flows turned positive again. Last week, BTC spot ETFs recorded $197M in net inflows, ending 8 consecutive weeks of outflows. ETH ETFs also saw $84.42M in inflows, while SOL and HYPE ETFs recorded positive flows as institutional buying sentiment gradually recovered.

#Crypto #BTC #ETH #SOL #Web3 #Meme #TCC #ETF #HYPE #AI

[半山KOL俱樂部 @BSKolClubCN]

📈 半山小報｜#第105期

1️⃣ 穩定幣市場出現階段性收縮，總市值自5月高點以來減少約100億美元，其中6月單月下降77億美元，創2022年 Terra-Luna 事件以來最大單月跌幅。不過整體跌幅僅約3%，遠低於熊市期間超26%的收縮幅度，市場認為此次更偏向週期性調整，而非系統性風險。

2️⃣ CZ相關錢包地址將7億枚CZ代幣和4億枚TCC代幣轉入黑洞地址，分別銷���約占流通籌碼的70%和40%。受銷毀消息刺激，CZ代幣24小時上漲約168%，TCC上漲約36%，市場關注Meme項目通縮敘事帶來的短期影響。

3️⃣ SpaceXAI與Starlink官方X帳號疑似遭黑客入侵，被用於推廣Solana Meme幣SCATMAN。該代幣市值一度衝高至200萬美元後迅速 Rug Pull，黑客通過鑄造及拋售代幣獲利約13.5萬美元，再次引發市場對官方帳號安全及Meme詐騙風險的關注。

4️⃣ 預測市場成為2026年加密VC最受關注賽道。數據顯示，預測市場平均單輪融資規模達到1.18億美元，位居所有加密賽道第一，世界杯等大型事件催化推動機構資金持續布局。

5️⃣ 加密ETF資金流重新轉正。上週BTC現貨ETF淨流入1.97億美元，結束連續8週淨流出；ETH ETF同步淨流入8442萬美元，SOL、HYPE ETF也錄得資金流入，市場機構買盤情緒逐步回暖。

#Crypto #BTC #ETH #SOL #Web3 #Meme #TCC #ETF #HYPE #AI

[BS Kol Club @BSKolClub]

✨ BS KOL Club Weekly Recommend Projects #Issue111

This week’s featured projects: $ALLO, $SYN, $BEAT.

Recent Federal Reserve officials have continued to deliver hawkish signals, leading the market to further scale back expectations for rate cuts. This has pushed the U.S. Dollar Index to a 13-month high. Under the pressure of a strong dollar and high interest rates, risk assets have broadly come under pressure. Today, Bitcoin briefly dropped to around $62,000, marking a recent low over the past few weeks. At the same time, AI and tech stocks have also experienced a wave of selling, further intensifying risk-off sentiment. The overall crypto market remains in a volatile consolidation phase.

In global equity markets, the sell-off in U.S. tech stocks continues to spread. Nasdaq futures fell sharply, and several leading AI and semiconductor companies also saw pullbacks, dampening risk appetite across Asian and European markets. Given the increasing correlation between crypto and tech stocks in recent years, the correction in the tech sector has further weighed on market sentiment, adding additional selling pressure on Bitcoin and major crypto assets.

In terms of capital flows, institutional investors remain cautious. Latest data shows a slowdown in overall inflows into crypto ETFs, with some Bitcoin ETFs experiencing outflows, reflecting a short-term wait-and-see stance regarding macro policy and market direction. However, Bitcoin is still holding above key support levels, and the market is broadly awaiting upcoming U.S. inflation data and monetary policy signals as potential catalysts for the next major move.

#cryptocurrency #BTC #ETH #AI #Allora #Synapse #Audiera

[半山KOL俱樂部 @BSKolClubCN]

✨半山 KOL 俱樂部本週推薦關注項目 #第111期

本週推薦關注項目： $ALLO 、 $SYN 、 $BEAT 。

美聯儲官員近期持續釋放偏鷹派信號，市場對後續降息預期進一步降溫���推動美元指數升至近 13 個月新高。受強美元與高利率環境影響，風險資產普遍承壓，今日比特幣盤中一度跌至約 62,000 美元附近，創下近幾週較低水平。同時，AI 與科技股近期遭遇拋售，也進一步加劇市場避險情緒，加密市場整體維持震盪整理格局。

全球股市方面，美國科技股拋售潮持續擴散，納斯達克期貨大幅下跌，多家 AI 與半導體龍頭企業股價同步回調，帶動亞洲及歐美市場風險偏好降溫。由於加密市場近年與科技股相關性提升，科技板塊回調進一步影響市場情緒，導致比特幣及主流加密資產承受額外賣壓。

資金流向方面，機構投資者態度依然偏謹慎。最新數據顯示，加密 ETF 整體資金流入放緩，部分比特幣 ETF 出現資金流出現象，反映機構短期仍在觀望宏觀政策與市場方向。不過比特幣價格目前仍守住關鍵支撐區間，市場普遍等待美國後續通脹數據及貨幣政策信號作為下一階段行情的重要催化劑。

#cryptocurrency #BTC #ETH #AI #Allora #Synapse #Audiera