liyu

[川沐｜Trumoo🐮 @xiaomustock]

小仓位1/7追了一下日月光半导体 $ASX 和康宁 $GLW
日月光是市占率最高的封测厂最近又提价。
康宁是玻璃基板和光纤俩个炒作概念的龙头，之所以买这俩是因为日月光营收利润增速跟康宁一样，市值日月光是康宁的一半，我想看看拿一段时间在业绩增速一样的情况下到底哪个会更强。
市值差异也可能跟康宁没啥竞争对手，康宁的市值包含了一部分“技术溢价”和“垄断性护城河溢价”，市场愿意为这种可预期的、低竞争性的增长支付更高倍数。

[liyu @liyu53837578]

@Bitcoinprof0637 BTC

[wu fan @wufantouzi]

你们知道我什么时候卖掉茅台
喊你们买科创板指数的吗
对就是茅台1800-2400那波
茅台的pe70-80
那时候科创板还没几个大儒辩经

如今科创板大涨
你知道平均市盈率多少吗？
大概100倍了
2015年巅峰时候创业板也差不多吧
但是如今茅台的pe只有10-20了

今日我喊你买茅台
就是五年前我喊你买科创的重复
因为我看的不是涨起来后的信仰
我计算的是未来的现金流折现

[Sentio @sentioxyz]

1/ Introducing Sentio Network: The Decentralized Data and Compute Layer

We are thrilled to unveil the Sentio Network, evolving our production-grade observability platform into the world’s first decentralized, AI-native data infrastructure.

Sentio is moving from a unified platform to an open, incentive-aligned network. Here is everything you need to know about the Sentio Litepaper:

[liyu @liyu53837578]

@howbuybtc @grok 整理内容发给我

[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 🔽

[liyu @liyu53837578]

@UnitasLabs @BinanceWallet 66

[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. 🌐 ✅

[BAS @basdotio]

BAS Booster Program x @BinanceWallet — Season 3 Week 3 Kicks Off!

😁10.10, 13:00 （UTC+8） → 10.17, 13:00 （UTC+8）

😁Reward Pool: 50,000,000 (0.5%) $BAS

😁Eligibility: 61+ Alpha Points

This Week’s Tasks:

🫶Hold ≥ 3000+ BAS in past 7 days — share 12.5M BAS

🫶Buy ≥ 1000 BAS in past 7 days — share 12.5M BAS

🫶Binance keyless Wallet transactions ≥2 in the past 7 days — share 11.5M BAS

🫶Verify Your BSC Balance — share 11.5M BAS

Join via: Binance Wallet → Discover → Booster

Tutorial Guide:
https://t.co/dJIovfWV0h

Your Proof. Your BAS. Your Win.

[pieverse @pieverse_io]

The Pieverse Booster Campaign will be LIVE in 10min!

Your mission for Phase 1:
✅Complete quests and interact with the Pieverse platform

🎁 30M $PIEVERSE is available to early supporters
🔑 Access the campaign by logging in to your @BinanceWallet account, heading to the homepage, and clicking on the Booster/Pre-TGE banner

📓For the full guide, head to https://t.co/7GpGG1bE7W

📓And check here for the announcement
https://t.co/8t02N8BO79

[Hemi @hemi_xyz]

Something big is coming…👀

Sign up to receive updates.

→ https://t.co/c3ZhHctITt

[Bitlayer @BitlayerLabs]

Bitlayer Booster Campaign Special Phase debuts with @BinanceWallet 🚀
Take part using your Binance Keyless Wallet to share 900K $BTR

🔸 Create2Earn
Join the Bitlayer CreatorPad Mindshare Campaign on Binance Square.
Top 100 creators on Bitlayer Leaderboard share 100K BTR.
🔸 Lucky Helmet NFT
Hold one in your Binance Keyless Wallet and verify.
First 400 holders share 800K BTR.

📅 Aug 11 9:00 UTC – Aug 24 9:00 UTC
📍 Join via Binance Wallet → Discover → Booster
🔍 Details: https://t.co/P1FE4CiOJM

[Codatta @codatta_io]

🚀 Codatta Booster Campaign | Season 2 Week 4 is NOW LIVE!

A fresh week, the same powerful mission — annotate, expand, and boost your way to the top while sharing the 50 million $XNY reward pool! 🔥

Here’s what’s waiting for you this week:

🧠 Project Learning — Explore Codatta’s vision, read the essentials, and ace a short quiz.

🍱 Food AI Judgement — Compare two AI models, judging ingredients, cooking methods, and food categories.

🤖 Robotic Annotation — Tag robotic arm interactions, spot contact points, and mark object positions in images.

🏦 CEX Data Expansion (Deposit) — Upload deposit images & label exchange, chain, coin, and deposit address.

📤 CEX Data Expansion (Withdrawal) — Upload withdrawal screenshots & label exchange, chain, coin, and withdrawal details.

✅ Complete and verify your tasks to secure your rewards!

🕖 Starts: 2025-08-15 7:00 AM UTC
📲 Join via Binance Wallet → Booster tab or Homepage Banner (Alpha Points ≥ 61)

📘 Full guide for Week 4 of Season 2: https://t.co/94BXsCMt8n

⚡ More than an airdrop — it’s your chance to help build the knowledge layer of decentralized AI. Start now: https://t.co/Nz77oQzpJl

#Codatta #BoosterCampaign #Web3 #AI #Airdrop $XNY

[BAS @basdotio]

🟠 Join the BAS Booster Campaign with @BinanceWallet ! Week3 runs from 8.1 11:00 UTC – 8.8 11:00 UTC

✅Total Reward Pool: 44,000,000 (0.44%) $BAS
✅ Eligible if you hold 61+ Alpha Points

🔸 Complete social tasks to share 3M BAS
🔸 Verify Your Token Purchase to share 21.4M BAS
🔸 Verify your BSC Balance and Activity to share 19.24M BAS

📲 To Enter: Binance Wallet → Discover → Booster

💍Week3 Tutorial: https://t.co/u0R6QnHPms

🧡🫵Say it loud: Love BAS. Verify & Earn.

[Beeper.fun @beeperdotfun]

https://t.co/ZRjhoDJ1Rm is now officially featured on the BNB Chain website! 🟡🔥

Keep Moving #BeeperKingdom
https://t.co/BEDhZXNuNC

[Bitlayer @BitlayerLabs]

Join Booster Campaign with @BinanceWallet!
Phase 2 runs from from July 31 9.00 UTC- Aug 14 9.00 UTC with 7.5M $BTR up for grabs.

✅ Eligible if you hold 61+ Alpha Points

🔸Mint YBTC.B + complete social tasks to share 1.4M BTR
🔸Mint ≥ 0.005/0.05/0.5/1 YBTC.B to enter tiered BTR rewards pool
🔸Swap once on Bitzap to share 800K BTR
🔸Swap ≥ 3 times on Bitzap to join a 600K BTR lucky draw

Got a #Bitlayer Lucky Helmet?
Claim a share of an 800K BTR pool for the first 400 verified holders in Binance keyless wallet

To Enter: Binance Wallet → Discover → Booster
Details: https://t.co/LwOuSKJpA4

[Cointelegraph @Cointelegraph]

⚡️UPDATE: CryptoQuant CEO says the 80K $BTC moved after 14 years may be tied to the MyBitcoin hack or founder.

Galaxy Digital is the reported buyer.

[BAS @basdotio]

🟠Season 1 · Week 2 of the BAS Booster Airdrop is now LIVE!

This week focuses on verifying real users by proving they purchased any Exclusive TGE token.

🟠 How to earn:
🔸 Social task：
- Follow BAS X account （@BASCAN_io）
- Follow BNBPassport X account （@Passport_BNB）
- Repost Campaign Annoucement post
🔸 Onchain task:
- Verify the purchase of any Exclusive TGE token via your Binance Keyless Wallet, starting from June 1st.(*Including Pre-TGE, exclusive launch, and bonding curve tokens)
- Prove your BSC Balance and Activity

🟠 Reward Details
🔸Total Reward Pool: 44,000,000 (0.44%) $BAS
🔸 Unlock Rule: 100% unlocked and claimable within 8 hours after token launch
🔸 On-Chain Task Reward Mechanism: Equal distribution — qualified participants will equally share a fixed amount of $BAS assigned to each task, until the cap of winners is reached.

🟠 Starts: July 24, 2025, 11:00 UTC
🟠 Access: Binance Wallet App > Homepage Banner or Discover > Booster
🟠 Full Guide for Week 2:
https://t.co/dHA65v7i6X

With BAS, every verified action becomes part of your Web3 identity — empowering a more trustworthy BNB Chain.

#BAS #BoosterCampaign #Web3ID #Airdrop #BNBChain $BAS

[BNBPassport @Passport_BNB]

🐇👀 Something’s coming…

🟧Verifiable cross-domain identity
🟧Dual Scores:
🔸Social: X Contribution
🔸Asset: Verified Assets, CEX KYCs, DeFi, Trading Vol
Get rewarded for real vibes — not noise
🟧Proof-Based Loyalty & Incentives

Brought to you by @BASCAN_io

Stay tuned.

[Bitlayer @BitlayerLabs]

🎉 Exclusive Booster with @BinanceWallet is LIVE!
Join the multi-phased challenges & earn up to 30M BTR rewards

Phase 1 (July 24–30): Join with at least 61 Binance Alpha Points to share 5.7M $BTR
🔸 Complete social quests
🔸 Hold ≥ 0.00006 Bitlayer BTC
🔸 Mint BitVM SBTs to commemorate the collaboration with @BNBCHAIN, @SuiNetwork, @avax, @plumenetwork, @Starknet

👉 https://t.co/CFmriObZRq