Crypto KOL Community & Market Trends

I researched Lei Jun's speaking skills.

Lei Jun has a very impressive skill.

It's just about taking something ordinary.

Use numerical percentages or other adjectives.

Describe it as super invincible

Lei Jun's PPT

And the movie lines of Wong Kar-wai

It really has a similar effect.

Let me give an example.

If CZ Big Brother @cz_binance invites Lei Jun to introduce $BNB

That is:

After 4,820 hours of on-chain behavior tracking by Binance Research Institute

Analysis of sample data on the capital flow, usage frequency, and participation of over 120 million wallet addresses.

In addition, there are nearly 1,100,000+ new addresses activated daily on the BNB Smart Chain.

TPS measured model with over 17,000,000 transactions daily

Research on 4000+ Applications in the Ecosystem

We were shocked to find out that:

When the address holds BNB and participates in Staking or liquidity mining.

The overall annual yield of this address averages an increase of 5.2%–11.5%.

The total market value of BNB has surpassed 137 billion USD, ranking among the top five cryptocurrencies in the world.

The total circulating supply of BNB is approximately 139 million.

Sufficient liquidity, along with the supply and burn mechanism, increases its scarcity year by year.

To overcome the three major pain points of human trust in "cryptocurrency assets", "utility landing", and "sustainable value preservation".

We have teamed up with top on-chain analysis laboratory CryptoLab and token economics research center TokenEco.

and the Zurich Digital Asset Valuation Institute in Switzerland

Jointly calling nano-level on-chain behavior modeling + adaptive AMM model + real-time destruction mechanism

Granular reconstruction of tens of millions of transactions + behavior of millions of BNB holders

Finally captured inspiration in the BNB ecosystem 🤏

in the BNB Smart Chain

Approximately 17,000,000 transactions in total within 24 hours.

The network utilization rate reached 30.8%.

Over 1,090,000 new addresses added daily

The entry barriers for new users are gradually being broken down.

When the number of holding addresses exceeds 1,200,000 active wallets

Among them, scattered holders (holding less than 10 BNB) account for approximately 47.2%.

Medium holders (100–1000 coins) account for about 29%.

Whales (holding more than 10,000 coins) account for a minority but control about 32.8% of the supply.

The amount of Token Burn increases every quarter.

The automatic burning mechanism works together with transaction fees.

BNB is burned every day to reduce supply pressure.

We have also teamed up with global DeFi protocols.

Developed the "BNB Utility++" solution

Built-in smart fee rebate system + On-chain governance voting + Cross-chain bridge transaction rewards + Liquidity incentive pool + Token holder identity enhancement module

Let every BNB

Not just a discount voucher for trading fees

is also a "certificate of rights" for participating in governance and sharing ecological dividends.

This revolutionary product is officially named BNB Excellence Ecosystem 2.0

We position it as "the art of minting in the digital age"

Here, every transaction, every stake, every vote

can make holders feel that it is not just about the asset appreciation.

The perfect fusion of "sense of participation, sense of control, and sense of belonging" 👏

The mainnet will go live at the end of the month, ushering in the era of verification layers. @ZKVProtocol is not just a protocol, but a key that brings 'proof' from the laboratory to the production environment.

This is a modular Layer 1 blockchain based on Substrate, designed for zero-knowledge proof verification: it verifies multiple proof systems (SNARKs, STARKs, Groth16, RISC-Zero, etc.) in seconds, reducing verification costs by about 90% compared to Ethereum. The testnet data is impressive - over 2.1 million proofs processed, over 400,000 participants, and the ecosystem's vitality is beginning to show. The mainnet launch and token generation event are scheduled to be synchronized on 2025-09-30.

Token and economic model are clear: the native token $VFY has a total supply of 1 billion; TGE unlocks 37% (approximately 373 million); the community pool accounts for 37.31%, of which 29% is unlocked immediately, and the remaining amount will be released linearly over 48 months; the annualized staking yield is approximately 2.5%, sourced from validation fees; the foundation, core contributors, and investors are allocated according to a predetermined ratio. Recent ecological acceleration: integration with Ankr provides a global RPC entry (facilitating developer access), and collaboration with Cysic on the C1 chip has brought hardware-level support in proof generation and acceleration (with processing capability of millions of Keccak per second), opening up imaginative possibilities for real-time scenarios.

Want to get an airdrop? The official mini-games and a series of social tasks are currently the fastest path (completing tasks can earn about a 30% bonus), but the experience and stability still need to be refined—if participating, please use a new wallet and sign cautiously, don't turn enthusiasm into risk.

ZK is no longer just an academic showcase; the verification layer is the foundation of the future internet—verifiable outputs of AI, fairness in on-chain games, and verifiability of identity are all essential. zkVerify's ambition is to integrate the fragmented proof world into a universal verification layer—it is neither a Rollup nor merely an application, but a cornerstone for the future verifiable world. The sooner you understand this, the better positioned you will be for the next starting point.

#zkvprotocol zkverify

Another $110 billion buy order!

Currently, publicly listed companies hold a total of $1,032,572 BTC (~$11.65 billion)

If it doubles again

In addition to what we mentioned earlier about the US strategic reserves reinvesting $110 billion.

That is over $200 billion

Every 1% increase in real buying volume may lead to a price increase of 2% to 5%.

If you invest 10% of the market value in a single purchase, it can amplify 2 to 4 times.

Bitcoin could be pulled up to $200,000 ~ $500,000!

BitMine just made a huge move in the $ETH world.

It now holds 2.416M ETH (over 2% of supply) worth $10.1B, the largest corporate ETH treasury globally.

The firm also announced a $365M raise to grow its reserves even more.

Average buy price? $4,500 per $ETH.

📈 Market Records Breaking

#Gold hits all-time high

S&P 500 at record peak

#Bitcoin gearing up to follow

#BTC

ETH/BTC inverse head and shoulder pattern 👀

This is one of the most important charts for Altseason, and right now it seems like a correction could happen.

I think ETH/BTC will dip towards 0.033 level before a bottom formation and rally.

🚨 $1B USDT Minted

Fresh $1B #USDT printed at Tether Treasury

Signals big liquidity inflow

Whales preparing for market moves

#BTC #ETH

Many people are not aware that they are treating others as emotional garbage cans, and sometimes I am too.

If you want to make money, you need to stay away from negative energy because a good mindset is good feng shui. In this respect, Luckybb and Uh-huh do very well. No matter how many people criticize them, I have never seen them wallow in self-pity; they have mastered the art of self-cultivation very well.

Imagine, would a normal person prefer their companions to always be encouraging each other, or constantly sighing and complaining?

The current price of $BTC is $112,672.71

To rise to $150,000 requires +33%

In addition to interest rate cuts, pensions, sovereign funds, U.S. strategic reserves, and publicly listed companies like DAT, what other positive factors are there?

This article is sponsored by #Gate Gate.io | @Gate_zh

$ETH Is there a bounce from the support right now or if that doesn't hold, will it continue in loss mode? It may be volatile for a few days. If macro conditions support FED policies, interest, etc., the upward momentum will strengthen.

The $220-$230 range for $SOL is currently quite critical. If it drops, a selling direction may be inevitable, but if upward attempts are successful, there could be a quick attack towards the $250 barrier.

$XRP seems to be testing ~$3. If it bounces back from here, it could lead to a somewhat tight movement. However, if it surpasses $3 immediately, it may gain momentum, but there could be profit-taking even if it's short-term.

The Fed lowered interest rates this week and hinted at further easing of policies in the future. Almost all mainstream crypto news headlines convey the same message: lower capital costs → increased liquidity → bullish on crypto assets.

But the reality is more complex. The market has long priced in expectations of a rate cut, and the inflow of funds into BTC and ETH has not seen an immediate surge. Therefore, we should not stay on the surface level, but instead study how the rate cut affects a part of DeFi—lending.
On-chain lending markets like Aave and Morpho dynamically price risk, rather than relying on directives from regulatory agencies. However, the Fed's policies provide important references for this context.

When the Fed lowers interest rates, two opposing forces are at work:
1) Reverse effect: Fed interest rates drop → on-chain yields rise, as people seek uncorrelated assets.
As capital seeks returns beyond traditional government bonds and money market funds, it may flow into DeFi, thereby driving up utilization and increasing on-chain interest rates. By comparing the Supply APY of USDC on Aave with the SOFR (Secured Overnight Financing Rate), we can observe this trend gradually emerging before the Fed's rate cut in September.

We also see this situation occurring as the DeFi lending-supply yield spread decreases. Taking Aave's USDC lending situation on Ethereum as an example, in the days leading up to the Fed's interest rate cut announcement, the lending-supply yield spread gradually narrowed. This is mainly due to more funds chasing yields, supporting a short-term reverse effect.

2) Direct correlation: Fed interest rates drop → On-chain yields also drop, as alternative liquidity sources become cheaper. As risk-free rates decline, the costs of alternative liquidity sources such as Crypto Assets also decrease. Borrowers can refinance or leverage at a lower cost, thereby pushing down on-chain and off-chain lending rates. This dynamic usually persists in the medium to long term.

Brothers, this time @recallnet is not just holding a competition, but is building an on-chain AI evaluation system. Public confrontation, transparent results, community voting.

From 9/29 to 10/3, the Recall Arena live trading challenge is fully underway, with a prize pool of $15,000 waiting for you to compete for. Whether you are a top trader or a beginner just getting into AI, you can apply for a spot with zero barriers and compete alongside global experts.

Why should you not miss this match?

AI Empowerment: Your trading strategy + AI assistant will undergo the most authentic testing in the on-chain transparency ranking.

Real competition: every operation is live-streamed, and the outcome depends solely on strength, with no false data.

Honor Boost: Win prizes while climbing the Recall Rank, gaining reputation and future opportunities.

Moreover, Recall has launched a community voting feature—voting can earn you Fragments (points), laying the groundwork for future airdrops.

👉 Voting entrance:

#SNAPS @cookiedotfun @cookiedotfunc RecallSnaps #Recall CookieSnaps

Brothers, this time @recallnet isn’t just running another competition — it’s building an 链上 AI evaluation system.
Open battles, transparent results, and community-driven voting.
From Sept 29 to Oct 3, the Recall Arena Live Trading Challenge kicks off with a $15,000 prize pool waiting to be claimed. Whether you’re a top trader or brand new to AI, you can join with zero barriers and compete alongside global elites.

Why you can’t miss this challenge:

AI-powered: Your trading strategy + AI assistant will be tested in the most transparent on-chain ranking system.

Real battles: Every move is live-streamed. No fake data, just pure skill.

Glory boost: Win prizes and secure a spot on the Recall Rank, earning reputation and future opportunities.

And that’s not all—Recall has launched a community voting feature. Cast your vote to earn Fragments (points) and position yourself for future airdrops.

👉 Voting link: