zyman

[Binance Wallet @BinanceWallet]

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[Catapult Trade @letsCatapult]

1,666,667 $PULT up for grabs

Catapult Trade x @BinanceWallet are running a 7-day social airdrop campaign open to Binance Wallet users. 10,000 participants will be selected to share the full reward pool, with each winner receiving an equal cut.

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[zyman @ZymanNi]

@0xXIAOc 互关秒回

[Serenity @aleabitoreddit]

Still think this US list from $MRVL to $ARM to $INTC was goated.

Just as a recap if new followers were wondering what US equities I like.

Especially because I've been talking about international companies recently.

[Korea119 @Klaytonlolus]

SemiAnalysis calling MU bearish in 2026 has basically gone beyond “bad analysis.”
At this point, it is becoming low-grade, amateur-hour counter-signal material.

Just look at the numbers.

Early January
They said Micron’s HBM4 sample pin speed looked weak and was falling behind SK Hynix / Samsung.
MU was around $430 at the time. Now it is $920+. Up more than 114%.

January 28
They said Nvidia Rubin’s first-year HBM4 orders showed “no Micron visibility.”
MU was $435.28 at the time. Now it is $920+. Up more than 111%.

February 6 — the big one
They claimed Micron’s HBM4 share in the first 12 months of Rubin was basically cut to zero.
MU was $394.69 at the time. Now it is $920+. Up more than 133%.
From the March low of $321, MU is up more than 186%.

June 4–5
Now they are pushing another narrative: NVDA allegedly cut Vera CPU-side SOCAMM DRAM from 55TB to 28TB, implying memory demand is cooling.
MU closed at $996 on June 4 and dropped to $920+ on June 5, down 7.5% in one day.
But even after that drop, MU is still 133% higher than when they published the February “Micron has no share” piece.

This is no longer just “getting one call wrong.”

This is repeatedly using a very confident tone, dressing up supply-chain storytelling as deep industry research, and then getting slapped in the face by the stock price, fundamentals, and the AI memory supercycle.

The problem with SemiAnalysis is not that they are bearish.
Being bearish is fine. Being skeptical is fine.
The problem is that they keep framing Micron as if it is being pushed out of HBM4, while MU has gone from the low $300s to over $900.

With that level of accuracy, maybe stop branding it as “deep research.”
To put it bluntly, this looks more like a low-grade amateur counter-indicator wearing a professional costume.

Every time SemiAnalysis comes out to trash MU, the market gets scared for a minute.
Long term, it has basically been free shares handed to us.
@SemiAnalysis_

[Serenity @aleabitoreddit]

Oh look… $NVDA CEO warned memory shortage is expected to persist for many years, due to massive scaling demand of AI infrastructure.

With further announcements tomorrow.

$MU and $EWY (Samsung/SK Hynix) operating profit projections aren’t looking too crazy anymore?

[Asa @app_sail]

https://t.co/zr7WQaKdbs

[星球🪐🪐☄️☄️ @Lee_points]

想要解决内地用户无法进行金融（券商）交易的问题不是没有办法。

更多人想到的是通过修改定位来达到目的。安卓操作简单，root后设备可随意篡改（0富vida用的是此方法），但我们做的是金钱交易，安全性会大打折扣。

iPhone用户之前可通过爱思修改定位或越狱实现，但现在这些操作已不符合大部分人的需求。

其实还有一种更方便、更友好、更安全的方式，那就是尾插，通过它可以随意更改iPhone手机的定位。

这里面信息差不少，不知你们是否有兴趣，今天我就写一篇推文好好介绍一下。

[🌞Sunny哥 @BTC__Sunny]

马云10年前关起门来的一课，一旦流出，打工人直接醒悟

这不是公开演讲，不是作秀采访
是湖畔大学里拉上窗帘，清场闭馆
对着几十个核心创业者，连讲三天三夜的真心话

无录像，无笔记，严禁外传
网上搜不到，花钱买不着
所有商业课，培训课全都不敢教，不能教，不会教

为什么？
因为这里讲的是真正的财富逻辑，权力规则，底层翻身路径
一旦公开，没人再愿意乖乖帮别人打工。

[DiscusFish @bitfish]

今天研究一下孙学:

他自己就是那根香蕉。

一个从青海西宁出来的孩子。放在那里，他值多少？在中国的阶层板结中，他的出厂价是多少？但你把他放在北大的标签下，他升值了。放在宾大的标签下，再升一次。放在"马云门徒"的标签下，又升。放在"TRON创始人"的标签下，放在"Forbes 30 Under 30"的标签下，放在"格林纳达大使"的标签下，放在"太空旅行者"的标签下——每一个标签都是一条胶带，把他粘在一面越来越昂贵的墙上。

他吃掉那根香蕉的动作，是他人生中最诚实的行为艺术：**他知道价值是叙事的产物。他知道自己的价值也是叙事的产物。** 他不是被骗了，他是在示范。他在对全世界说：看，我可以用六百万买一根香蕉，然后吃掉它，而全世界都在看——这根香蕉的价值不在于它的味道，它的价值在于此刻世界上的每一个新闻头条都写着我的名字。

他后来在社交媒体上说："这根香蕉的味道，自然和普通的不一样。"

他说的是真话。只不过他说的不是香蕉的味道。他说的是**被整个世界看见**的味道。那种味道，对一个从什么都没有出发的人来说，确实和普通的不一样。

[zyman @ZymanNi]

@binancezh C 查看官方信息，保护自己钱包资产安全

[坂本答案 @banbendaan]

CZ: 只卖不碰

[Opinion ⁒ @opinionlabsxyz]

Opinion × Binance Wallet Booster Campaign is now live.

Let’s unlock collective intelligence and shape the next-generation multi-player internet.

Repost this post to join now.

[Unitas Labs @UnitasLabs]

Our exclusive Booster Campaign with @BinanceWallet goes live today!

Complete Phase 1 tasks to qualify for rewards:

🔷Social quests
🔷Staking USDu
🔷Binance Alpha Points

Eligible users receive $UP token allocations.

Learn more 🔽

[Bitway @BitwayOfficial]

Introducing Bitway: The Internet Capital Gateway for On-Chain Finance

Incubated and backed by @yzilabs via @EASYResidency Season 1, Bitway is founded by early members of Binance Labs and Chainspace, the blockchain scalability project later acquired by Facebook.

Bitway serves as the "Internet Capital Gateway," connecting on-chain liquidity with global financial opportunities. At its core, Bitway offers a suite of specialized products, including Bitway Earn, an on-chain wealth management platform built on the BNB Chain. This platform allows users to access institutional-grade yield opportunities in a transparent and decentralized manner, anytime and anywhere.

To accelerate early adoption, the product launch is supported by the @BinanceWallet Booster Program. In addition to native yield, a Points Program has been introduced, allowing users to earn future rewards in $BTW by staking USDT at https://t.co/8UPjNNuPvA.

[Treehouse @TreehouseFi]

🌳 tETH Turns One: A Review

In one year, $tETH has grown to 81K+ ETH ($300M) in TVL, 47K+ users, and 2 chains, delivering on its promise of steady, low-volatility yield.

But the real story isn’t just returns.

It’s how the strategy held strong through DeFi’s “hard mode.” 🧵👇

[Treehouse @TreehouseFi]

🌳 TIP 4: TREE Buybacks

A new TIP proposal is live to allocate 50% of MEY fees from $tETH toward $TREE buybacks.

Acquired TREE will be held in a designated address managed by the DAO Treasury, strengthening long-term alignment between protocol growth and tokenholder value. 🧵👇

[Treehouse @TreehouseFi]

🌳 Q3 2025 was Treehouse’s biggest quarter yet.

We launched $TREE through Gaia TGE, expanded tAssets across major protocols and chains, and saw real-world adoption of DOR with institutional integrations.

Here’s everything we built this quarter. 🧵👇

https://t.co/SC5srbfA6p

[Reveel @r3vl_xyz]

Welcome to the REVAlution!

This is what happens when AgentFi + Stablecoins + x402 come together!

Already $180M in Annualized Agent Volume on @REVApay_ai !

[zkPass @zkPass]

zkPass × @BinanceWallet Booster Program - Phase 1 Goes Live

→ Starts Nov 5, 12:00 UTC
→ Eligibility: Users with 61 + Alpha Points
→ Rewards: 10,000,000 $ZKP
→ Complete verifiable quests, power your proofs with VOLEitH, and earn what you prove.

Proof is the new Alpha. 🌐 ✅