Cheers_miie

No longer newbie in crypto trading and investing

[LEI @TheMarketMemo]

這影片做得太好了😂
最搞笑的一段是 Zuckerberg ：Oops, wrong trend.

[0xNobler @CryptoNobler]

🚨 HERE’S WHY BITCOIN IS NONSTOP DUMPING RIGHT NOW

If you still think $BTC trades like a supply-and-demand asset, you MUST read this carefully.

Because that market no longer exists.

What you’re watching right now is not normal price action.

It’s not “weak hands.”
It’s not sentiment.
And it’s definitely not retail selling.

Most people are completely unaware what’s happening.

And by the time it becomes obvious, the damage is already done.

This move didn’t start today.
It’s been building quietly under the surface for months.

And now it’s accelerating.

Here’s the truth:

The moment supply can be synthetically created, scarcity is gone.

And when scarcity is gone, price stops being discovered on-chain and starts being set in derivatives.

That is exactly what happened to Bitcoin.

And it’s the same structural break that already happened to:
→ Gold
→ Silver
→ Oil
→ Equities

Once derivatives took over.

The original Bitcoin thesis is broken.

Bitcoin’s valuation was built on two ideas:
→ A hard cap of 21 million
→ No rehypothecation

That framework died the moment Wall Street layered this on top of the chain:
→ Cash-settled futures
→ Perpetual swaps
→ Options
→ ETFs
→ Prime broker lending
→ Wrapped BTC
→ Total return swaps

From that point forward Bitcoin supply became theoretically INFINITE.

Not on-chain.
But in price discovery, which is what actually matters.

Synthetic Float Ratio (SFR).

The metric that explains everything.

Once synthetic supply overwhelms real supply, price no longer responds to demand.

It responds to positioning, hedging, and liquidation flows.

Wall Street can now trade against Bitcoin.

They’re not guessing direction.

They’re doing what they do in every derivatives-dominated market:
1⃣ Create unlimited paper BTC
2⃣ Short into rallies
3⃣ Force liquidations
4⃣ Cover lower
5⃣ Repeat

This isn’t “betting.”

It’s inventory manufacturing.

One real BTC can now simultaneously back:
→ An ETF share
→ A futures contract
→ A perpetual swap
→ An options delta
→ A broker loan
→ A structured note

All at THE SAME TIME.

That’s six claims on one coin.

That is not a free market.

That is a fractional-reserve price system wearing a Bitcoin mask.

Ignore it if you want, but don’t pretend you weren’t warned.

I’ve been calling Bitcoin tops and bottoms for over a decade now, and I’ll do it again in 2026.

Follow and turn on notifications before it's too late.

[marino @marinonchain]

Just claimed my 10 $BIRB from the Seeker SBT Airdrop 🦉🪂

After ~$1 in gas - that leaves me with a nice $1.54 profit

Guess the Happy Meal dream is postponed🍟🍔

Oh well, we're happy with what we get - fresh CocaCola instead 😂

Airdrops still fun & Solana still on top 🫡

[marino @marinonchain]

Just tried claiming the $BIRB airdrop from my Seeker wallet - no allocation 😅

If single SBT holders really get nothing, that feels… a bit off imo.

Especially for Seeker users, that wallet is usually dedicated to the device itself.

Most people use their main wallets to actually interact with dApps, trade, LP, etc.

So it makes sense those activities (and extra SBTs) wouldn’t all sit on their Seeker wallet.

Bit disappointing (to say the least) if that’s how it’s structured - particularly after all the ecosystem-wide marketing.

Anyone here actually eligible with their Seeker wallet? 👀

[Moonbirds @moonbirds]

The $birb claim and Nesting 2.0 is now live.

https://t.co/gMuRu8OF5T

This is the ONLY official claim site, do not trust any other links and stay safe.

[Moonbirds @moonbirds]

It's time...

$birb coming on @solana 1.28.26

[區塊先生 🐡 ⚠️ (rock #58) @mrblock]

1⃣比特幣從 12.6 萬美元高點跌掉快 30%，全市場蒸發 1.2 兆美元，現在到底是熊市還是回檔？

2⃣ 半夏木最新觀點

- 80,500 美元基本可以確定是本輪重要低點，甚至就是最低點
- 這是一場「橫向熊市」，不會大崩盤，只會磨人
- 熊市已跑 3 個月，還可能再磨 3–4 個月就結束
- 原因：美股 AI 泡沫＋聯準會 12 月停止縮表＋2026 年大放水，會把熊市週期大幅壓縮
- 結論：現貨可以穩穩買、抱到下輪牛市結束

連結-> https://t.co/P7lFDIuTVJ

3⃣ 歐美交易員怎麼看？

- Rekt Capital：目前在宏觀下降三角形底部（82K）掙扎，若月線收復 90–100K 下降趨勢線＝重回牛市；否則熊市加速

- Philakone（老熊市獵人）：100% 確認熊市，第一波反彈 77–80K 會到，但之���會再創新低，目標 35–40K（-78%～-86%）

- Crypto Rover：四年週期已經翻熊，RSI 跟 2022 年底部一模一樣，雲層若失守就徹底確認

- Jason Pizzino：極度恐懼連續 8 天很正常，但 80K 若守住還有翻多機會，現在還不到絕望時刻

- 其他極端悲觀派（如 ChartingProdigy）：BTC 15–20K、ETH 1–1.5K、SOL 60–80 美元，95% 山寨歸零

4⃣ 目前市場共識與分歧：

- 共識 熊市已開啟（週期、技術、宏觀三重確認）
- 老山寨爆拉＝牛市結束經典訊號
- 恐懼貪婪指數極度恐懼＝往往是底部區域

分歧

- 深度：淺熊 20–50% (半夏木路線) vs 深熊 80%+ (其他路線)

- 時間：3–6 個月結束（半夏木） vs 持續到 2026 年底（傳統週期派）

催��劑：2026 年聯準會大放水＋AI 泡沫＝提前結束 vs 像 2022 一樣先跌到大家全部投降

5⃣ 我的感覺（純個人觀點）：這一輪沒有 2021 那種瘋狂 blow-off top，代表資產已經成熟，跌幅大概率比上輪小。

7萬大概率是最低點之一，感覺如果是長期持有現貨分批進場算划算。

- 山寨幣只留前 25 名，其他全部當 meme/shit coins 處理，除非有特定的narrative 和 convictions

年底看這篇 -> https://t.co/38JV3uYz7x

短期會很磨（橫盤＋假反彈），但 2026 年流動性一開，可能會比大家想像的更快回到 10萬

AI泡泡看這篇 -> https://t.co/4xDFN928s3

現階段最重要的事：保命第一，別槓桿、別梭哈

TP 部分可以看這篇 -> https://t.co/7ULNHZhLND

6/ 最後一句話：
每一輪熊市都在淘汰沒耐心的、沒現金的、沒信仰的人。

Survive!!

[marino @marinonchain]

Got some alpha for all @solanamobile Seeker owners 📱🚨

Each dApp you use is quietly contributing to your future SKR rewards 👀

Seeker Season dApps are the best way to max out activity stats & boost your SKR allocation🪂

Here are 5 dApps every Seeker owner should explore 🧵👇

[Degen Talk @degentalk_hk]

我們步入了熊市了嗎？

在市值前100的代幣中，有超過50%主流代幣的價格是低於200天移動平均線。其中包括 $BTC 、 $XRP 、 $SOL 、 $TRX 、 $DOGE 、 $LINK 等，只剩下 $ETH 和 $BNB 在苦苦支撐。

200 SMA 基本上代表了過往大半年的價格走勢，一般跌破後短期內都很難有動能往上突破。歷史上出現整體加密資產出現「超過一半主流代幣（Top 100）同時跌破 200 ��均線」的主要時段僅三次：

1. 2018 年 ICO 崩盤
2. 2020 年 COVID 閃崩
3. 2022 年 LUNA / UST 崩盤

3次歷史事件只有2020年那次能夠在1個月內V 彈，主要是那是單一恐慌事件，加上美聯儲進行QE大量印錢，對市場沒有做成結構性的傷害。

現在流動性枯萎、老牌Defi 項目被盜，這些都是警號，風險管理一定要加強。在市況不好時，監守自盜的項目方會越來越多，產品賺不了錢就拿客戶本金。

其實熊市與否只是定義，看價格做人就可。賬戶餘額一直下降，哪怕你一直說這不是熊市也沒意思。守住本金，牛市會回來的。

引用一下巴菲特的名言：「在投資領域沒有所謂的『三振出局』，投資比打棒球簡單，不喜歡就不必揮棒。」

[Viking @vikingmute]

一直在用的最好的看美股的网站就是 Perplexity Finance：https://t.co/xV594RhY2B

很多人之前推荐过是因为有 Comet 浏览器的佣金，但是这个网站我几个月之前就一直在用，不需要注册直接用。

除了基本信息还有每天涨跌的���要，双方观点，最近的新闻，财报解读等等，最近还出了一个 Holder 的新功能，可以看大股东都有谁，并且他持有什么股票，比如这个：https://t.co/qHsPv3qnOC

就可以看 Nancy Pelosi 的持股情况，非常方便也很强大，可以很好的帮助大家参看。

[marino @marinonchain]

Major Seeker Alpha: @moonbirds collab announced! 🦉📱

You can now mint an exclusive Soulbound Token (SBT) with your @solanamobile Seeker

And it's not just a collectible - you could unlock eligibilty to the $BIRB airdrop 🪂

Here’s what you need to know & do to claim yours🧵👇

[Cheers_miie @tyamyyy]

im skipping the line for Polymarket. if you care about being early, use my link: https://t.co/9d3bvvECax

[molu @molusol]

It's still seeker season:

@helium_mobile can claim 3 months free, plus 50% off the next 3 months.

@Perena__ offers a 1.1x APY boost and a badge.

@ParallelColony provides 3 months of exclusive access.

@Backpack is waiving $1K in trading fees.

@moonwalkfitness is offering a 20% XP boost.

@degencoinflip is giving risk-free plays on a FCFS basis.

@streamflow_fi has no fees when you lock with a seeker.

@SolRaffle_xyz is offering 1 free lotto ticket for a $10K prize.

Have you been taking advantage of your seeker perks?

[Seeker | Solana Mobile @solanamobile]

1/ Seeker Season is entering month two and the Solana ecosystem is going mobile. With 160+ dApps now live in the Solana dApp Store, new exclusive rewards and benefits are dropping every week.

Here's what you can do with your Seeker right now 🧵👇

[mr.ghost @mrghostinvblog]

巴菲特指數2.18是什麼概念？是歷史新高，超越2021年及2024年，代表現時美國股票市場有多瘋狂

因為QE影響了股市市值，我認為長遠看指數一定創新高，因為QE已經成為美國應付難題的必要手段

如果不知道這個指數是什麼？用AI查一下

這個指數越高甚至創新高，是反映市場熾熱的情況，其實越高，代表越危險

可以去到2.5嗎？當然可以，更加可以去到3或以上

但伴隨着的風險就是下跌的時候只會更加急及更加快，即是你那時撤退的速度要比平常高幾倍

用最近的數據去看，在2025年頭Trump宣佈關稅戰的時候，你可以看到指數由2.1跌到1.5，速度有多快，回調有多深

我相信巴菲特自己也會用這個指標決定留多少現金，以及他為什麼覺得五年內一定會有買貨的時機

我自己認為回調是無可避免的，只是究竟是跌到1.5 ，還是跌穿？這個就真的要看究竟是用什麼原因去把市場推低了

這樣才可以決定究竟是回調還是熊市，因為單單從直覺去評論，那就太過武斷了

如果美股向下，crypto一樣會跟隨，應該說全球風險資產都��跟隨，不是單單crypto

[Budhil Vyas @BudhilVyas]

$BNB hits new ATH at $1,246

Let me explain why CZ has been right all along and why most traders still don’t get it

Since BNB’s inception, CZ kept repeating the same message through every bull cycle:

“Hold $BNB. Build with Binance. Support the ecosystem.”

While everyone was:
- Chasing 100x meme coins
- Rotating into every narrative
- Getting rugged by low caps
- Panic selling every dip

CZ was systematically building:
- The world’s largest exchange
- A functional high-speed chain
- Real utility that compounds
- An ecosystem that rewards holders

I’ve held $BNB since 2020.

Here’s what most traders completely miss:

The passive incentives from JUST HOLDING $BNB outperform 90% of active altcoin trading

Let me break down the actual returns:

1. Trading Fee Discounts
Direct ROI on every trade you make

2. Launchpad Access
This is the big one nobody talks about enough.

Recent example: $XPL airdrop
- Free tokens just for holding $BNB
- Immediate profit on launch day
- Zero risk, pure upside

Each launch = free money for $BNB holders

3. BNB Chain Ecosystem Growth
-5,000+ dApps running
- $8.9B+ total value locked
-Constant innovation and expansion

4. Deflationary Tokenomics
- Quarterly burns reduce supply
- Your % of total supply increases
- Scarcity drives long-term value

5. Infrastructure Moat
- Backed by real exchange revenue (billions quarterly)
- Not dependent on hype cycles
- Survives bear markets while others die

People see this vertical chart and think “overbought” or “it’s too late”

These are the SAME people who said that at $300, $500, $800.

Meanwhile, $BNB holders collected:
- Trading discounts every day
- Free airdrops every month
- Launchpad allocations every quarter
- And watched their stack appreciate 24.9x

From $50 to $1,246 without trading.

Just holding.

The brutal truth:

Most traders will never make it because they focus on TRADING instead of HOLDING quality assets.

They:
- Chase quick 2x flips
- Ignore real fundamentals
- Sell winners way too early
- baghold garbage too long
- Miss the free airdrops entirely

Meanwhile, $BNB holders literally get PAID to hold:

Every Binance Launchpad project = Free tokens
Every quarter = Token burn
Every year = Ecosystem expansion

This is what CZ meant when he said

“Hold $BNB”

He wasn’t talking about price speculation

He was talking about building a position in an asset that:

- Generates passive income
- Compounds value over time
- Survives every cycle
- Rewards long-term vision

Let’s do the math on Launchpad alone:

If you held 10 $BNB (roughly $12,460 now):

You would have received free airdrops from 30+ projects over the past few years.

Even if only 50% of those projects performed well, that’s 10-15 profitable airdrops

Some did 5x on launch day

That’s free money just for holding.

ZERO trading required.
ZERO risk.
ZERO stress.

This is the model 95% of traders ignore while they:

- Stress about entries and exits
- Pay fees on every trade
- Chase pumps and dumps
- Lose money on leverage

$BNB holders just… hold and collect.

The lesson for this bull market?

Stop chasing every narrative

Start identifying assets that:
✓ Generate passive returns
✓ Have real utility
✓ Reward long-term holders
✓ Will exist next cycle

Then develop the discipline to HOLD them through:
- Market volatility
- FUD campaigns
- Competitor pumps
- Your own impatience

CZ has been preaching this since 2017.

Most traders didn’t listen at $50.
Didn’t listen at $300.
Didn’t listen at $600.

Are you going to listen now?

Or watch the next move from the sidelines while $BNB holders collect their next airdrop?

$BNB isn’t just a token.

It’s a long-term wealth-building system.

That’s why the chart looks like this

[FINN @finnbags]

People think we forgot about the OGs.

(we didn't)

[Seeker | Solana Mobile @solanamobile]

1/ You ordered. You waited. And now, it’s finally time.

Seeker Season officially begins September 8th 🧵👇

[Cheers_miie @tyamyyy]

Here comes mine!!! 😍 Finally arrived in Hong Kong ����🏼👏🏼👏🏼
@solanamobile