I’ve noticed that many people are worried about Strategy’s statement that it will sell Bitcoin when xNAV < 1, fearing it could trigger a negative spiral.
But in my view, selling Bitcoin to prop up the stock price when xNAV < 1 is both inevitable and necessary. As the leader in DAT, Strategy must make it clear to everyone that its stock price is backed by the value of Bitcoin. This is essential for fulfilling its narrative: “when it drops, it trades at a 10% discount to Bitcoin, but when it rises, it trades at a 2x premium.”
Some garbage DATs have stock prices that are less than 80% of their he

That day I wrote an article about @aztecnetwork's public sale mechanism, and today I'm writing one about @zama. If Aztec represents the continuation of Ethereum’s legitimacy in the privacy narrative, then Zama is the dazzling new star of privacy. From FHE (Fully Homomorphic Encryption) technology to its plugin features, I’m even more optimistic about its future. On January 12, Zama will launch its public sale, so today let’s take a look at its mechanism.
Zama’s public sale is a Sealed-Bid Dutch Auction (Sealed-Bid Dutch Auction), running on the Ethereum mainnet.
Date: January 12, 2026 - Januar

I think after spending a long time in the crypto space, you develop a kind of cognitive bias: you tend to overlook simple ways to make money and instead worship those wild, imaginative ideas.
Or maybe, subconsciously, you believe that any opportunity everyone can see is definitely not a real opportunity—you have to go find some special, unique angle to “find a hidden path.”
But after all these years, the ones that actually make money are always based on extremely simple logic:
For example, believing in BTC, believing in ETH, believing in CZ...
The essence might be that the crypto space is stil

In a way, this round with Monad can be considered Easy Money—one account could earn over 50,000 USDT, and at today’s peak, you could easily make a steady 50% profit, with more than 20,000 USDT in gains per account.
But the process was anything but easy. The price would dip right before the Asian time zone went to sleep, with both opening and dumping happening, combined with the recent bear market and fundraising falling short of expectations. Most people chose to sell everything for a good night’s sleep. Then, while everyone was asleep, the price just kept rising and rising. By the time people

People often ask whether to hold BTC or ETH for the long term.
Here’s how I see it: In the crypto world, BTC is positioned as digital gold, a store of value, and the so-called crypto faith. Given this positioning, it’s almost impossible for any coin to surpass BTC—first is first. ETH, on the other hand, is positioned as blockchain infrastructure. Although it currently dominates the market (including L2s) and technology, it can’t be said that it’s impossible for another blockchain to surpass it. On one hand, technology is always evolving; on the other, there’s also the possibility of being over

The recent fall of Bitcoin has been very sharp, dropping below 90,000 on the 17th, lower than the closing price of 2024, and has erased the annual rise of 2025 (which once reached 30%).
Analyze the reasons for the fall:
1. On October 10, Trump made threatening remarks about imposing a 100% tariff on imports of Chinese products, triggering turmoil in global markets, and cryptocurrencies also experienced a flash crash, with BTC falling from a high of 121662 to a low of 102000 in one day, marking the start of a downward channel. It is reported that a considerable number of institutions and market

There are many winners from the U.S. government's relaxation of encryption regulations, including Polymarket, Circle, and Coinbase.
Especially Coinbase, which launched its first ICO project: Monad, on the 17th. There’s no need to introduce the quality of Monad, right? It’s expected that there will be a strictly vetted ICO every month from now on, with an estimated six projects exceeding a billion dollars next year. This is a solid start to impact the IPO market (with $33 billion in IPO financing across the U.S. in 2024).
Coinbase integrates an exchange, brokerage, and investment bank, whil

Start to seriously do investment research and set a few principles for yourself:
0. Altruism, self-discipline, passion
1. Focus on the AI x Web3 track
2. You must immerse yourself in several small fields for a long time; only then will you gain a higher level of understanding than others.
3. Do not invest in or recommend any projects that you have not researched thoroughly yourself.
4. Good projects do not require you to rush into buying. After your research is complete, give yourself a day to cool off before deciding whether to buy or not.
5. For each investment project, you should write an i

Which card can now be used to buy X's Premium? UnionPay's visa doesn't work, my fren's credit card from Singapore doesn't work either, and the foreign AppPay that used to work doesn't work now... It’s frustrating. Is it really that hard to send money to Musk?

GM, big news: @blockstranding just revealed the key task!
- Top 500 = WL for $STRAND token sale
- Top 100 = WL Tier 1
(+ airdrop too)
I’m already in:

Sorry, my mind went blank, I was just thinking about testing the platform features and forgot about the sensitivity of issuing coin.
The original post has been deleted.
Everyone, don't buy or cx. Sorry again.

The impressive thing about bags is that it can attract the main party's responses and support by paying gas fees, thereby taking over memes that others have already developed.
Let's see how the bags are operating now, whether we can grab and flip a few awesome projects. Of course, if we grab too many, it's easy for other platforms to add a gas specification feature.
@BagsApp