半只猴子
半只猴子
交易员，meme玩家。
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7u challenge to one hundred million!
Day 35
Principal 7u, target one hundred million
Currently: 3850u
Living cost: 1950u
Available funds: 1900u+
Haven't opened many positions these two days, today I don't even want to open my phone or computer. Long-term chain scanning and looking at various consultations have made my eyes uncomfortable. Eye drops and eye exercises don't work well, the only thing I can do is to minimize screen time.
Last night I felt $ENA and $ONDO were pretty good, only bought a little spot. Besides these two, the spot is basically BNB; still holding long contracts on $BTC, continuing to hold; watching PONS for fundamentals, protocol revenue, and whether the new coin issuance can pick up; then fully loaded on meme coins.
Current operation strategy remains unchanged: content creation, contracts, and meme coins.
The strategy still uses a barbell approach, doing mainstream top assets on one side and pure meme on the other.
+178.76%
Snapshot at Sep 25, 2026, 17:54
Summary of what Ethena$ENA did in September:
Product side:
- Launched EthenaPay beta at the beginning of the month
- Basis trading expanded to stock perpetual contracts
- USDe launched on TRON
Scale side:
- USDe supply grew by over $700 million
- USDe became the second largest collateral asset on Morpho and the largest USD collateral asset, supporting two of the three major markets on the protocol
- USDe rewards launched on Ethereum Aave V4 dedicated Ethena ecosystem market
Institutional side:
- Standard Chartered Bank initiated research coverage on Ethena, forecasting about 8x growth of USDe in the next two years
- Completed SOC 2 Type II audit, with independent auditors giving a clean opinion and no exceptions found
What this means:
First, USDe's growth is not driven by subsidies. Canceling token incentives means future growth must rely on real demand.
Second, institutions are starting to take it seriously. Standard Chartered's research coverage and the SOC 2 audit are signals of institutional entry.
Third, the product line is expanding. From crypto perpetuals to stock perpetual contracts.
The most critical point:
Announced that from the end of the month onward, there will be no ENA token incentives or inflation related to USDe growth.
Canceling incentives is a stress test for Ethena itself. Whether USDe can run on its own will be answered in the coming months.
Standard Chartered's Annual "Roadmap" Full Record: Target Prices for 7 Coins, the Most Aggressive One Expected to Increase 77 Times
Standard Chartered has made many bold predictions about crypto assets this year. I've compiled them for you to see when they might be reached. Target prices for each coin are shown in the image.
Standard Chartered's core judgments are:
1. The scale of on-chain tokenized assets will expand from the current approximately $340 billion to $4 trillion by 2028.
2. The proportion of funds flowing into DeFi will continue to rise, driving DeFi deployed assets to about $2.7 trillion by 2030—roughly 37 times the current level.
The benefit logic for each sector:
$UNI supports transaction demand
$AAVE, MORPHO support lending demand
LINK supports oracle and cross-chain demand
SKY, ENA support stablecoin demand
$ARB supports on-chain infrastructure demand
A mysterious whale sold $ETH and immediately bought $UNI
On-chain data shows that a mysterious whale sold all 167,855 ETH, worth $408 million.
Then, he turned around and bought 3.125 million UNI, worth $24.2 million.
Currently, this UNI position has generated an unrealized profit of $3.78 million.
A few noteworthy points:
First, clearing out ETH and heavily investing in UNI. Selling all $408 million worth of ETH itself is very telling.
Second, the timing of the purchase was spot on. Entered at $7.75, and now UNI has risen above $10, with an unrealized gain of $3.78 million.
Third, UNI's narrative has been changing recently. The SEC's tokenized stock exemption has been implemented, Uniswap's permissioned pool has been named, and Uniswap accounts for 60% of tokenized stock DEX trading volume.
Whale moves are often worth paying attention to.
In the past 7 days, which side, bulls or bears, has been stronger?
Just looked at the Bitcoin $BTC liquidation map. In this chart, you can clearly see which side is stronger:
Red line: cumulative long liquidation intensity. Starting from 83,510, it climbs leftward, exceeding $4.8 billion on the far left. Around 82,500, it reaches $2.65 billion. This means if the price drops, a large wave of longs will be liquidated.
Green line: cumulative short liquidation intensity. Starting from 83,510, it climbs upward, accumulating over $4 billion on the right side. Around 86,000, it reaches $2 billion. This means if the price goes up, a large number of shorts above are waiting to be liquidated.
Currently, Bitcoin's key level is around 82,500, where bulls have heavily positioned; meanwhile, bears are gathering around 85,000.
During the National Day holiday, it appears that bulls and bears are evenly matched, so the market will likely remain range-bound throughout the holiday without a clear direction.
During the National Day holiday, Bitcoin $BTC is very unlikely to show a clear direction.
Historically, during holidays, Bitcoin mostly trades sideways. Especially during long holidays like the Spring Festival and National Day. Market makers, quant teams, funds, and many retail investors take a break, leading to an overall drop in trading activity.
So don't underestimate the impact of our major holidays!
The real battle happens after the holiday, when positions, news, and sentiment accumulated during the break are all released.
In this kind of volatile market, chasing rallies and selling on dips often leads to repeated losses. It's better to either go long only or short only; trying to do both often results in getting hit from both sides.
+167.02%
Snapshot at Oct 01, 2026, 14:40
PONS is still the cheapest across all tracks—is it an opportunity or a trap?
Looking at the latest data for $PONS:
24-hour revenue: $276k
Revenue multiple: 4.37
24-hour change: +13.1%
Compared to peers:
PUMP: 4.75
AERO: 5.42
RAY: 6.78
LDO: 9.16
UNI: 40.9
AAVE: 42.8
HYPE: 43.4
4.37 remains the lowest on the entire list. PONS's valuation multiple is only one-tenth that of AAVE.
But there is a signal this time: look at the small text inside the red box: 24-hour revenue +13.1%.
Revenue is recovering; although the absolute value is only 276k, at least the direction is upward.
Look at another set of data:
In the last ten minutes, only one new coin was launched on the domestic market.
In the last hour on the overseas market, only 2 coins were launched.
Yesterday's coin issuance was 7,338, less than one-sixth of the peak period.
So currently, a low multiple for PONS does not necessarily mean it will rise. The market gives PONS a low valuation because it is pricing in the risk of revenue sustainability. The key is whether the issuance side can come back. Revenue recovery is a good sign, but without sustained growth, revenue is hard to maintain.
In short: the cheap price reflects the top price for revenue sustainability risk. Next, we need to see if the issuance side can become active again.
-42.84%
Snapshot at Oct 01, 2026, 13:48
The three most profitable money printers in the crypto world, do you know who they are?
Just checked the crypto 24-hour income leaderboard, and I have only one feeling after reading it: $PUMP and $HYPE are really fierce.
1. PUMP — Benchmark in the launchpad track
24-hour income: 2.39 million USD
30-day income: 53.12 million USD
Whether it's basic data, strategy, team setup, or product line, no other launchpad can shake it.
2. HYPE — Perpetual contracts
24-hour income: 1.25 million USD
30-day income: 55.89 million USD
The most notable is its buyback flywheel: about 97% of the platform's trading fees are used to buy back HYPE on the open market and burn it.
3. Stonkfun — $SOL new launchpad
24-hour income: 1.17 million USD
30-day income: 26.5 million USD
Solana's counterattack against Robin Hood chain, fighting PONS while also hitting PUMP, officially the key "support" in this round of Meme market.
Among these three, which one do you favor the most?
Note:
Tether 24-hour income is 17.55 million USD, ranking first. Circle 7.3 million USD, ranking third. But these two are stablecoin issuers, earning interest money, traditional financial play. Excluding these two, only looking at native crypto protocols.
+39.95%
Snapshot at Oct 01, 2026, 13:21
Circle issued 1.1 billion more in a week, leaving Tether behind
Here is the latest data on stablecoin issuers:
In the past 7 days, USDC's market cap increased by 1.1 billion USD, 2.5 times that of Tether's USDT (446.3 million USD). From the issuer's perspective, Circle grew by 1 billion USD, more than double Tether's 445.2 million USD.
$CRCL outperformed Tether, being the strongest issuer in the past week.
Traditional banks are starting to appear:
Crédit Agricole entered the top ten issuers, increasing by 39 million USD through EURXT, the only euro stablecoin among the top ten fastest-growing assets.
Overall, USD stablecoins still account for about 98% of total growth, increasing by 2 billion USD. Euro stablecoins only increased by 30.9 million USD.
Regarding new stablecoin holders:
$BNB chain added 985,000 new holders, more than half of the top ten combined, nearly five times the second place.
By assets:
USDT added 845,900 holders, accounting for 62% of the top ten holder growth. USDC ranked second with 390,800.
A noteworthy detail:
Ethena's $ENA USDe market cap grew by over 100 million USD but only added 800 holders.
Growth mainly came from a few large holders, not widespread retail adoption.
7u challenge to 100 million!
Day 41
Principal 7u, target 100 million
Currently: 3900u
Survival cost: 2600u
Available funds: 1300u+
Haven't scanned the chain for over a week recently, both computer and phone are rarely turned on. First Mid-Autumn Festival, then National Day, many people resting, and the market hasn't changed much.
1. Currently $BTC key position at 82,500, this is the bulls' defense point, bears mainly defend between 85,000 and 87,500.
Holding long positions, still holding on. Even if not watching the market much recently, just looking at Bitcoin's trend, it's highly likely to know what's happening in the market.
Because Bitcoin's market dominance exceeds 55%, it is the absolute banner of the crypto market. As long as the banner doesn't fall, there must be absolute confidence in the bull market.
2. Looking at $PUMP, recent data is good, the trend looks like it's about to challenge 0.8.
3. $PONS fundamentals are not looking good currently; compared to pump, the gap is not just data but strategy, team, and product line overall.
4. Continue to watch ENA and ONDO.
5. The stablecoin sector has new players again.
The meme positions laid are already ambushed, still need high-intensity chain scanning.
In the past ten days, principal has dropped sharply, money used in various places, need to exceed survival cost to maintain certain principal. So still need to write content, do contracts, and push memes to have hope.
+39.89%
Snapshot at Oct 01, 2026, 12:33
Finally understand why $CRCL dropped! Because it arrived
Stablecoins are the holy grail track in the crypto world! As the most profitable business in crypto, companies issuing stablecoins receive users' US dollars and then buy US Treasury bonds, keeping all the interest for themselves. Tether's annual profit exceeds tens of billions of dollars, making it more profitable than BlackRock.
Yesterday, Visa and 4 other institutions jointly launched OUSD, with initial liquidity exceeding 1 billion USD.
There is a neglected issue with current stablecoins
The total supply has surpassed $304 billion, with USDT and USDC accounting for 85%. But looking at efficiency: USDC's supply is only half of USDT's, yet its on-chain transfer volume is nearly 5 times that of USDT. Most of these transfers come from internal DeFi circulation—69% of USDC transfers on the Base chain come from DEX liquidity, and 23% from flash loans.
Current stablecoins aim to earn interest, while OUSD aims to embed into commercial settlement processes.
What this means for crypto
First, the competition logic has changed. Previously it was about who has the bigger pool; now it's about who truly integrates into commercial settlements.
Second, the DeFi landscape might be shaken up. If OUSD succeeds in commercial scenarios, it will in turn affect its position in DeFi.
Third, USDC faces the greatest pressure, as the two will compete directly on "real demand."
Summary
OUSD is not fighting for market share; it is fighting for the "commercial settlement layer" position.
If it succeeds, stablecoin competition will shift from "who has the bigger pool" to "whose track is more practical."
