The Time CZ Should Have Slapped His Thigh: The Story of Crypto and AI Missing Each Other
📝 Hi, I'm 10, and everyone knows the legendary story of CZ selling his house to buy Bitcoin. In 2014, he sold his house in Shanghai and bought 1500 Bitcoins in one go. At its peak, this investment was worth nearly 200 million dollars.
But to be honest, this amount of money really doesn't mean much for CZ later on. What he should truly regret is probably another missed opportunity that went completely unnoticed; that time, he might have missed the entire AI era.
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Chapter 1: Decisiveness in 2014 vs Hesitation in 2021
▌ The Gamble on Shanghai Housing
When CZ bought Bitcoin back then, it was quite decisive. He sold his house and went all in; at that time, Bitcoin was only a few hundred dollars, and outsiders thought this move was crazy.
2026: The Return of Ethereum - A Decentralized Path Without Compromise
⚡️ Friends, Ethereum took a big step in 2026, as it began to no longer weaken the principles of decentralization to cater to mainstream users.
In the past few years, Ethereum has been making compromises, trying to find a balance between decentralization and convenience. It traded trust for convenience and autonomy for a better user experience, but all of this has led to increasing centralization of the infrastructure, and trust assumptions have subtly seeped into the system. Until 2026, the situation began to change.
Now, Ethereum's goal is no longer to be good enough in decentralization, but to do better. Its vision is to return to the core values of decentralization through some innovative technologies, while not sacrificing user experience.
⚡️ Friends, Bitcoin is moving down with the market, but a project called $TRIA is going up against the trend and has even reached new highs.
The current situation of TRIA feels like a perfect combination of timing, location, and human factors. It coincided with major exchanges like Binance and Coinbase focusing on launching it, and they even opened up contract trading, which led to a surge in attention and funds pouring in.
In the contract market, a short squeeze occurred because there were too many people wanting to short, causing the funding rate to drop to a very low negative value. Shorts ended up having to continuously pay longs, resulting in some people being forced to close their positions, which pushed the price up again.
Thus, this round of increase may have been influenced more by short-term sentiment and derivative mechanisms than the fundamentals of the project itself. Of course, while it's bustling, there are a few risks that need to be kept in mind:
1. The funding rate is too extreme, indicating that leverage is being heavily utilized in the market; if the tide turns, volatility could be amplified.
2. There were some controversies regarding airdrop distribution in the early community of the project. Although it doesn’t affect short-term prices, if not resolved in the long term, it could damage trust.
3. After all, the overall market environment is still weak. If Bitcoin continues to be sluggish, how far an independent trend can go remains a question mark.
If you are paying attention to TRIA, I think you can view it as a case study: observe how a project is driven by traffic, mechanisms, and market sentiment in its early listing phase. If you want to participate, be sure to pay attention to the fluctuations in derivative data, especially changes in funding rates; if you're considering a long-term position, it might be wise to wait for this event-driven hype to settle down a bit before proceeding.
The Future of Ethereum: Lost Direction and Increasing Internal Strife
📝 Hi, I am 10, on February 3, 2026, Vitalik Buterin, the co-founder of Ethereum, published a lengthy article, candidly stating that the previous development path centered around Rollups no longer adapts to the changes in the Ethereum ecosystem. This self-reflection reveals that Ethereum is facing a deeper crisis than just a price drop.
Once, Ethereum Rollups were seen as the core solution to the scalability problem, but now their status in the entire ecosystem is gradually declining. In mid-2025, the total locked value of Rollups was close to 50 billion dollars, but it has now significantly shrunk to 40.3 billion dollars, a year-on-year decrease of 13.2%.
⚡️ Friends, recently the prices of gold and silver have dropped significantly, and Bitcoin has also experienced some fluctuations. What everyone is discussing in the market is whether Bitcoin will follow the downward trend again this time.
From the market perspective, Bitcoin has indeed pulled back from its highs, even dropping below $70,000 at one point. Some older mining machines are nearing shutdown prices, and market sentiment has also cooled quite a bit.
Interestingly, compared to the cliff-like drop of gold and silver, this wave of Bitcoin, while also declining, still shows some resilience overall, and has not led to a panic situation like a chain of liquidations.
Currently, there are clear divergences in the market. On one side, the volatility in the options market has surged, with large funds leaning towards a defensive stance; on the other side, on-chain data shows that valuations are gradually entering a lower range, and extreme fear indices occasionally serve as a contrarian signal. In simple terms, it seems that in the short term, we may have to endure some fluctuations, but the potential for a deep drop may not be that large.
I believe that during such times, there is no need to focus too much on the intraday charts. Once the market enters this emotional phase, it is easy to amplify panic and also easy to overlook the rhythm. Rather than trying to guess the bottom, it may be more practical to maintain observational patience, not to panic sell during sharp declines, and not to rush in during a rebound.
In the long run, the logic of Bitcoin and gold is ultimately different, each with its own script. The current synchronized decline seems more like a short-term resonance at the funding level. When the storm comes, everyone shakes, but after the weather clears, each one's vitality will truly manifest.
Stay level-headed; volatility is part of the market. Don't let emotions run away with you; maintaining a rhythm that you can understand might be more important than predicting tomorrow's ups and downs.
⚡️ Friends, have you seen the recent predictions about Opinion Labs on Polymarket? It's quite interesting; currently, most people believe that once their token is issued, the FDV will exceed 500 million dollars within a day with a probability of over 80%. Even about half of the people think it could exceed 800 million or 1 billion, and the market sentiment is quite strong.
Previously, some people bet that it would issue tokens by the end of 2026, and it seems they were right; the project progress might be faster than expected.
Additionally, Opinion is about to launch a wallet user activity where you don't need to manage private keys, and you can participate using Binance points. A total of 5 million OPN tokens are being offered as rewards, with more than half available on the day of the token issuance. If you happen to have points, this could be a convenient opportunity to participate.
However, that said, market predictions are just predictions; high enthusiasm does not necessarily equate to stable value. Whether to participate and how to view it should still depend on your own judgment. There is often short-term enthusiasm, but how far it can go in the long term ultimately depends on how well the project is executed.
Sui's Transformation: From Chain to Platform, How Far Can It Go in the Crypto World?
📝 Hi, I am 10. When public chains enter the brutal elimination stage, Sui did not continue to internalize performance parameters but quietly shifted its strategy from providing speed to building a fertile ground for application growth.
In the autumn of 2024, the global top fighting event ONE Championship featured a droplet-shaped logo for the first time — Sui. This scene now seems like an accurate prophecy. The public blockchain arena itself is an octagonal cage without barriers, and the severe turbulence of 2025 has caused countless former star projects to fall silent and go to zero. Meanwhile, Sui has become one of the few remaining contestants still in the cage.
⚡️ Friends, regarding the situation of the Tria project, let me summarize and interpret it for you:
Tria has recently been highly discussed in the crypto community, and one important reason is that it will soon be launched on Binance Alpha, and it has also appeared in Coinbase's official listing roadmap. These two points are enough to indicate that the project has received preliminary recognition from mainstream platforms in terms of compliance and potential.
Tria is focused on the U Card (crypto debit card) direction. Frankly speaking, products of this type were once questioned as pseudo-demand, but with the increase in crypto payment scenarios and improvements in user experience, more and more people are indeed beginning to accept and need it, especially among users in Europe and the United States, where using crypto assets for daily consumption is gradually becoming an actual necessity.
The project team has a deep background and relationship with the Polygon ecosystem, as the founder previously managed the Polygon accelerator, indicating a certain accumulation of ecological resources and product development. Additionally, Tria has conducted KYC, which shows that it is more inclined to serve the compliant market and is taking a steady approach.
The total supply of the token $TRIA is 10 billion, with an initial circulation of 21.89%, of which 40% is allocated to the community. This ratio is considered quite significant for community incentives in early projects, and if the project can grow, early participants may have good expectations.
If you have previously participated in Legion's new listing or have actually used Tria's U Card, you may want to check the qualification for the airdrop, as there might be some surprises.
Tria belongs to the type of product-first, token-following, where the U Card function already has a certain user base. Now, with the addition of the token economic model and support from exchanges, it is worth observing whether it can go further in the crypto payment field.
Binance's big move to convert the SAFU fund into Bitcoin, what deeper meanings are behind it?
⚡️ Friends, Binance's big move to convert the SAFU fund into Bitcoin, what deeper meanings are behind it?
Binance announced that it has purchased over $100 million worth of Bitcoin using the SAFU fund, totaling 1,315 coins. This is the first step in their plan to convert $1 billion of the SAFU fund from stablecoins to Bitcoin.
The market doesn't seem to be very accommodating; when the news came out, the price of Bitcoin not only didn't rise but instead dropped from $78,000 to around $76,000. So, saying that the rally has started might not be entirely accurate; at least from the current price, it really doesn't seem to be the case.
⚡️ Friends, the recent trend of $HTX is indeed interesting. The market is fluctuating wildly, but it doesn't seem to follow the madness, acting like a stabilizing force in the Sun Ge sector.
From my observations, this stability is not without reason. Many people have $HTX and are not trading it; they simply put it into HTX to earn interest, which is decent, and can also participate in the Launchpool airdrop. This package of interest and opportunities is indeed appealing and has effectively locked up a portion of the coins, reducing selling pressure in the market.
Everyone understands Sun Ge's projects: usually low-key, not rushing to the front when the market is good, and relatively resilient when it falls. This temperament is actually suitable for management: staking on JustLend, keeping funds in HTX, moving them around where the yield is better; after all, exits are free, treating it like cash management.
The tokens in the Sun Ge sector mostly have mild trends, neither skyrocketing nor plummeting, following a path of stability. To play well here, flexibility in allocation is important: if staking yields are high, put it in JustLend; if the platform activities are attractive, switch to HTX to earn coins; since it's flexible, just follow the yields.
This somewhat aligns with Sun Ge's consistent style, occasionally offering users some benefits and providing adequate subsidies, naturally making holders feel more at ease.
If you also appreciate this steady path without much fuss, it might be worth paying more attention to $HTX and similar strategies focused on holding for income. During bustling market times, it may not be the most eye-catching, but it offers reliability and a chance to earn some income, which is quite good.
The Divergence of Bitcoin and Precious Metals: Market Sentiment and Key Support Analysis
⚡️ Friends, the prices of gold and silver have dropped quite sharply, and market sentiment has become tense. Bitcoin also swayed a bit, briefly falling below $75,000, and many are starting to worry whether it will crash as well.
However, if you broaden the perspective, the situation doesn't look so pessimistic. Gold prices can drop 9% in a day, silver has dropped nearly 30%, while Bitcoin's 24-hour drop is only around 1%, clearly not that panicked.
On-chain data also shows that although market sentiment is somewhat fearful, Bitcoin's valuation itself is actually not that high, and some oversold signals have appeared, indicating it is not entirely synchronized with the movements of precious metals.
⚡️ Brothers, this week has been quite tough; Bitcoin has dropped below 80,000. With this drop, has it really reached the bottom?
Not only is the cryptocurrency market down, but U.S. stocks, gold, and silver are also linked together, and there are even news about bank failures and the potential government shutdown in the U.S. affecting the situation. It feels like the entire market sentiment is tied together, and no one can escape individually.
In the midst of panic, there are still some undercurrents. For instance, some exchanges are quietly preparing to convert a portion of their funds into Bitcoin, and some large companies are using increased dividends to stabilize morale. These actions may be small, but they indicate that someone is slowly positioning themselves at lower prices, looking further into the future.
From a trend perspective, if the rebound lacks strength, there may still be a period of grinding below. However, for short-term traders, it can indeed be quite torturous. But if you're an investor focused on the long term, this might be the time to calm down and reflect.
When the market is hot, it's easy to get carried away; when it's cold, despair can set in. The cycle has always been like this; the next station after a sharp drop often marks a new starting point. Don't let emotions lead you astray; it's more important to organize your own rhythm than to guess the bottom.
When the wind is strong, keep your head down and walk steadily; the road ahead is still long.
Privacy Coins at a Crossroads: Is Anonymity the Final Answer, or Does Compliance Have a Future?
📝 Hi, I'm 10, today let's talk about privacy coins, which might be the most confusing part of the cryptocurrency market in 2025. On one hand, they are being pursued and blocked by global regulations, while on the other hand, they have quietly risen by 288%.
Think about it, 97 countries around the world have drawn the red line for privacy coins, and the EU has directly stated that exchanges are not allowed to touch anonymous wallets by 2027. On the other hand, the average loss from corporate data breaches is 4.4 million dollars, and personal privacy is being completely exposed. This is contradictory, so the question arises: should privacy protection be completely hidden, or should there be a backdoor?
⚡️ Friends, this market has been quite dramatic lately, with silver skyrocketing 54% in a month, and gold continuing to hit new highs, money is flooding into precious metals as if it were free. In contrast, Bitcoin seems a bit stalled, wobbling at high levels and not keeping up with this wave of excitement.
Although the BTC price is maintaining high-level fluctuations, it hasn't been able to rise like gold. This has led some investors to think that since gold is rising, they should buy Bitcoin, but mainstream capital remains in a wait-and-see mode, and the market lacks new momentum to significantly drive up Bitcoin prices.
Some people are starting to focus on the structural differences between Bitcoin and gold, especially regarding their differences in inflation, central bank purchases of gold, and corporate purchases of Bitcoin. Currently, the market capitalization of BTC is only 1/20 that of gold, and there is a lack of sufficient sovereign-level funds entering the market, which seems unable to find new stimulus points.
Bitcoin Bear Market Alert, Future Trends Under Spot ETF and Selling Pressure
⚡️ Friends, the recent trend of Bitcoin has been a bit nerve-wracking. Although many people shouted that a bull market was coming at the beginning of the year, it has clearly lacked momentum after rising.
Recently, several technical experts have started to warn that 2026 might turn into a bear market. One analyst named Titan of Crypto even directly stated that we might see around $58,000.
When this was said, many old players felt a tightening in their hearts. Is their concern justified? Actually, there are several signals that are raising alarms.
First, from a technical perspective, the MACD on the monthly chart has shown a bearish dead cross, which historically often indicates that there will be a deeper mid-term pullback. Sometimes the drop can even exceed 50%. Currently, Bitcoin has already retreated from its high position at the beginning of the year, and some key support levels have also been broken, leading to a weakening of sentiment.
⚡️ Brothers have made a fortune again, just asking if it's exciting or not! $RIVER has reached a historic high, breaking 83 dollars, with a market value of about 1.6 billion dollars.
Although the entire market is currently declining, $RIVER is steadily building. All coins are falling, but only $RIVER keeps reaching new highs.
With continuous good news and new highs, I've seen many holders of RIVER starting to consider buying houses, waking up every day to collect money, this feeling is too great, every day is worth looking forward to.
Solana is about to undergo the most radical technological upgrade cycle in history
▌ Solana in 2026 feels less like an upgrade and more like a transformation. It is already a paradise for retail investors and meme coins, but that’s not enough. Its ambition is to become the Nasdaq of the blockchain, attracting real capital markets to participate.
To achieve this, it must be compared to top centralized exchanges on three aspects: speed, liquidity, and fairness of trading. Its newly released roadmap is almost a direct attack on these three items. It is clear that this time it is serious.
1. Heart surgery on the consensus layer: Alpenglow
If previous optimizations were just patchwork, Alpenglow is a complete change of heart. It reconstructs the underlying logic of consensus and dissemination with two systems: Votor and Rotor.
The New Rise of Silver: From the Gold of the Poor to an Irreplaceable Key Material
▌ Once regarded as a cheap substitute for gold, it had no special status. It is quietly transforming into a valuable resource in industry, and its value is not only due to being a metal but also because of its role in modern technology and industry, making it simply irreplaceable.
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1. The Identity Dilemma of Silver: Value in a Tight Spot
The identity dilemma of silver is actually its awkward position among commodities. Commodities can generally be divided into two categories: one is credit assets like gold, whose value mainly comes from financial demand and can maintain a certain level of demand even during economic downturns. The other is growth assets like copper and crude oil, whose prices are more influenced by economic cycles and industrial demand.
@RiverdotInc received a strategic investment of 8 million dollars from Sun Yuchen, and the RIVER coin skyrocketed nearly 40% in one day, directly reaching an all-time high with a market value surpassing 1.1 billion dollars. Against the backdrop of a slight decline in the overall market, this increase is quite eye-catching.
In just one month, RIVER has risen over 11 times!
Over the past month, RIVER has accumulated an increase of more than 11 times, and the increase in the last seven days has also reached 171%. It is evident that funds are continuously paying attention to this project, and investors are highly enthusiastic.
Why is everyone so enthusiastic?
Sun Yuchen's investment is not merely for show; it has a clear direction for the funds. River will use this investment to deeply integrate the Tron ecosystem, focusing on launching a new stablecoin named satUSD.
satUSD will be issued through mainstream stablecoins such as USDT and USDD at a 1:1 collateral ratio, aiming to create multi-chain assets and directly connect to the DeFi platforms SUNio and the Just lending system on Tron. In other words, River hopes to become the core infrastructure for stablecoins in the Tron ecosystem.
The stablecoin market is exploding, with strong underlying trends
Currently, the total market value of global stablecoins has surpassed 300 billion dollars and has grown by 50% over the past year, with demand remaining strong. At this moment, River's investment and positioning as stablecoin infrastructure perfectly align with the industry's explosive growth.
In the short term, Sun Yuchen's endorsement and capital injection undoubtedly bring attention to RIVER, which may continue to attract more market interest. However, whether it can establish a solid foothold in the long term will depend on the implementation of satUSD, real usage demand, and the progress of multi-chain expansion.