MintedAtDawn

vip
Active for: 0.3y
Peak Tier 0
Checking on-chain data in the early morning, researching narrative trends in the evening. Prefer early-stage project cold start signals, dislike meaningless shilling.
This morning I checked on-chain data again and also saw a complete mess. Last night, a fellow trader posted a share: spot positions couldn’t be held, but the futures got liquidated—over and over again. I actually feel a lot about it, because I used to be like that too. I always thought I could catch that “perfect swing,” but in the end I got slapped in both directions.
To be honest, position management—plain-language version—is: don’t put all your savings in, and don’t let every move in price lead you by the nose. Later I forced myself to do just one thing: before placing an order, think throu
MEME-0.12%
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Just finished processing a fresh round of data, and I noticed that quite a few projects are going down the PFP + membership binding route. To put it plainly: on one hand, it gives early holders a sense of identity; on the other, it’s a test of whether the community can sustain “cash flow” over time. The other day, I casually minted one as well—its cost was less than 0.02 ETH. I thought, “Worst case, I’ll just use it as an avatar.” But I found that their subsequent governance proposals are tightly tied to membership privileges. In the short term, it definitely pulls people’s attention in, but w
ETH0.57%
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Paul Atkins’ words sound like empty promises, but if the “Clarity Act” really passes, the U.S. Web3 ecosystem may end up siphoning global liquidity
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CoinNetwork
Coin World News reports that Cointelegraph said that SEC Chair Paul Atkins stated that the United States must maintain a leading position in artificial intelligence, crypto, and financial innovation by advancing the “Clarity Act.”
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The EU’s move is a bit risky, and the energy market is about to get shaken again.
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CoinNetwork
CoinDesk China news. Josep Borrell’s successor, the High Representative for Foreign Affairs and Security Policy Kallas, said that the EU does not guarantee that the Russian oil price cap mechanism can be continued. This statement could affect the global energy markets.
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Daiwa cuts its target price but increases its AI capital expenditure, putting 181 billion on chips after easing restrictions and betting on a cloud boom driven by the “cloud explosion.” For the core gaming business, it’s enough to be stable—just wait for it to come to fruition in the second half of 2026.
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CoinNetwork
Daiwa cuts Tencent’s target price to HK$670, adjusting AI capital expenditure
Daiwa Securities cut Tencent’s target price to HK$670, lowering EPS for 2026–2028 by 1–6% respectively. It also raised 2026 AI capital expenditures from RMB108 billion to about RMB181 billion, reflecting expectations of improved AI investment and chip supply. Despite higher depreciation weighing on near- and mid-term profits, the cloud business is expected to accelerate from the second half of 2026 as AI demand materializes; game revenue growth is set to slow on a high base, but market share still remains strong.
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The average sell price is $0.872—did they smell the bearish news early, or is this just pure cashing out? On-chain data won’t lie.
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CoinNetwork
Chain news: According to on-chain analysts AI姨 monitoring, a lab suspected insider address transferred 10.5 million LAB to aster. Based on a price of $0.872, it is worth approximately $9.15 million. In the past 24 hours, this address has cumulatively transferred LAB worth approximately $18.69 million to aster.
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2027 is a milestone worth watching. Among the four indicators, the token price and the number of programming tool downloads are indeed the most direct leading signals—keep a close eye on them.
TOKEN-2.74%
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CoinNetwork
CoinBiaojie News: BCA Research investment strategy analyst said that the AI investment cycle has entered extra time, and profit growth, demand structure, and supply expansion pressures may become apparent around 2027. Investors can watch four indicators: GPU rental rates, AI storage chip prices, AI application adoption rates, and enterprise spending, as well as token prices and the download volume of AI programming agents. A decline in token prices and a slowdown in downloads of AI programming tools are early signals. If an AI bubble bursts, the U.S. stock market could see a 30% to 50% pullback.
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Last night I placed an order with conservative slippage, but it got stuck on-chain for three minutes. I watched helplessly as the price slipped past, and it finally filled at a position 8% worse than expected. Insufficient depth + network congestion, a double debuff.
Looking back, the rhythm of placing orders is more important than the entry point. Now I'd rather pay more gas to get ahead than experience the helpless feeling of "watching it happen" again.
My friend next to me said: Isn't this what you call the attention economy? I stared at the screen for three hours, and my returns were negat
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Selling pressure has bottomed out, but the lesson of 15 months without a bottom tells me: don't rush to call a reversal, wait until the money really comes back.
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CoinNetwork
Coinjie.com news: According to CryptoQuant data, selling pressure on altcoins (excluding BTC and ETH) has reached a multi-year low. After their cumulative bid-ask volume difference touched a five-year extreme level in June, it has continued to decline. Since the cyclical peak in early 2025, selling pressure on altcoins has persisted, with no clear bottom formed for 15 months.
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India has legislated to bring crypto assets under the traditional financial regulatory framework. The 50% margin requirement is quite harsh, making it much harder for institutions to delay payments in the future.
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CoinNetwork
CoinWorld News, according to a report by The Times of India, the Maharashtra state legislature has passed an amendment to the 1999 Depositors’ Interests Protection (Financial Institutions) Act, officially bringing Virtual Digital Assets (VDAs), including cryptocurrencies and other blockchain-based digital tools, under the regulatory scope of the Act. The amendment requires financial institutions, before filing an appeal against a recovery order, to first deposit 50% of their total debt as a margin, aiming to curb financial institutions from delaying repayment to investors through lengthy appeal procedures.
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Traditional giants are lowering target prices while keeping an eye on zero inflow expectations. For the barometer of the crypto market, should we trust on-chain data or Wall Street bluster?
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CoinNetwork
Coin Jie (Cryptocurrency) News, according to Reuters, Citigroup has lowered its 12-month Bitcoin price target from $112,000 to $82,000 due to negative ETF outflows and slow progress on U.S. crypto legislation, and has reduced its Ethereum price target from $3,175 to $2,240. Citigroup said that ETF outflows are an important driver of prices; recent Bitcoin ETF outflows are about $3.3 billion, and it expects net ETF inflows over the next 12 months to fall to zero. Citigroup also noted that the slow progress of digital asset legislation has reduced short-term market confidence, which may lead investors to pause broad adoption until a new catalyst appears.
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Saylor bought 175k BTC this year, accounting for 20%, and also said that the price lag has nothing to do with Bitcoin itself—do you believe that explanation?
BTC0.43%
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CoinNetwork
According to CoinWorld News, Michael Saylor said that he has not sold any Bitcoin, despite being blamed on Crypto Twitter for the sale of 32 Bitcoins. He explained why Bitcoin has lagged while speaking with me in Prague, saying it has almost nothing to do with Bitcoin itself. He revealed that this year he has bought 175,000 Bitcoins, accounting for 20% of all Bitcoin purchases. He also discussed why Bitcoin has lagged behind the S&P 500, predictions for capital flows, and the impact of Bitcoin potentially stagnating over the next 40 years.
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Morgan Stanley finally can't sit still anymore. Once the ETF registration statements for ETH and SOL are submitted, it will only be a matter of time before traditional finance bows to on-chain assets.
ETH0.57%
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CoinNetwork
CryptoWorld news reports that Cointelegraph reported that Morgan Stanley has filed revised registration statements for the Ethereum and Solana ETFs.
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This take-profit and stop-loss setup is quite clear, so I followed along.
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CryptoZaggy
SELL $BNB NOW!
SL 630
TP 620
Let's go✌
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Hedgeye is also launching a Bitcoin ETF. Can a bullish options strategy keep you from overtrading?
BTC0.42%
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WuSaidBlockchainW
Wu learned that Bloomberg ETF analyst Eric Balchunas stated that Hedgeye is planning to launch a Hedged Bitcoin ETF with the ticker HBIT.
The fund intends to gain Bitcoin exposure by holding a Bitcoin ETF, while also managing downside risk and earning options income through a strategy of buying and selling call options.
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Sun Ge's address was frozen this time, HTX directly delisted USD1 to directly challenge the Trump family, with both sides filing lawsuits, making the drama more exciting than the crypto world.
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USD10.01%
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CoinNetwork
Crypto news, Sun Yuchen, associated with the HTX exchange, announced the delisting of the USD1 token due to the Trump family’s World Liberty Financial freezing some on-chain addresses. HTX stated that if the freeze is not lifted, legal action may be taken. Previously, Sun Yuchen had sued World Liberty over frozen tokens, and World Liberty had also filed a lawsuit against him for defamation and suspected violations related to WLFI token sales.
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Silicon Valley–Washington revolving door is turning again. After 18 months of building up policy connections and experience, they are venturing out on their own to do AI policy consulting. This path is too classic.
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CoinNetwork
White House AI policy advisor Sriram Krishnan announces he will leave at the end of June to establish a new organization supporting government AI initiatives
White House Artificial Intelligence Policy Advisor Sriram Krishnan announced his resignation at the end of June, having taken office in early 2025. About 18 months later, he will establish a policy and technology organization to recruit engineers to continue supporting the U.S. government and allies' AI initiatives. During his tenure, he promoted the Executive Orders for the "U.S. AI Action Plan," "AI Acceleration Partnership," and the "National AI Policy Framework," and showcased the U.S. AI tech stack at the India-U.S. summit.
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Recently, re-staking and shared security have become popular again, and everyone is calculating "yield stacking," but frankly, don't treat the risks as air and ignore them... The same security being borrowed multiple times could lead to the same sword falling when something goes wrong.
This morning, I checked on-chain data and saw some projects' TVL / participation addresses increasing rapidly, but their active validation / penalty mechanisms are rather vague, which makes me a bit cautious.
Airdrop season is also quite surreal; task platforms are becoming more and more strict against anti-
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Recently, people have been talking a lot about modular blockchains. Basically, what changes does it bring to end users? I feel the most obvious isn't "more advanced technology," but rather that when you click the same button, which chain settles behind the scenes, where the data is stored, how the bridges are routed, all might be different... It might be cheaper and smoother to use, but when problems occur, it's also harder to determine where the fault lies. The wave of RWA (Real-World Assets) is quite similar; everyone compares U.S. Treasury yields with on-chain yield products. I prefer to fi
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