Moonlight 月光

The 60th Super Bowl has successfully concluded today
At the same time, we celebrate that my channel has nearly 300 million views!
This year's college football championship team's coach is also following my account🎉

How captivating is football, really?
It's said that in a certain prediction market, there have been over 50 million dollars in bets related to the Super Bowl this year

Additionally, if the university you attended has a strong football team
Then, the highest-paid person at the university is the team coach, earning several million dollars a year

Remarkably talented players often stay in college for 6 years
Because the team doesn't want them to graduate, wanting them to continue playing
Star players can also earn millions of dollars during their college years, with endorsements and interviews coming in non-stop

Winning the Super Bowl is a glory you can brag about for a lifetime

Every year during the week of the finals
Supermarkets will have lots of sales on meatballs, chicken wings, cola, and corn chips
Every household prepares snacks in advance
Many people also host large parties at home

Did you watch the game today?
Did your favorite team win?

Charge, charge, charge～

#superbowl

📢 AMA Announcement｜Sui Global Third Anniversary Consensus Meeting

🕘 Event Time
February 9, 2026 (Monday)
Beijing Time 9:00 PM

📍 Event Platform
Binance Square (Online): https://www.binance.com/en/square/audio?id=36135366904025

Welcome to click the link above to join!

$SUI

Bitcoin is starting to fight back

Although it dropped to over 50,000 a couple of days ago

However, in the past 24 hours, BTC has risen, even reaching just over 70,000

This situation not only outperforms the market but also fits the rhythm of the macro rebound

Currently, it is a standard macro-driven market

Let's compare Bitcoin with the US stock market

The current correlation between BTC and the S&P 500 is as high as 95%, with interest rates, liquidity, and macro expectations being the main lines

This wave of increase is essentially a technical correction after being oversold, combined with a warming global market risk appetite

At the same time, selling pressure is disappearing

The selling pressure in the derivatives market has significantly weakened, and bulls can finally breathe a sigh of relief

Moreover, BTC completed a rebound at a key Fibonacci support level, providing technical reasons for an upward movement

What to look for next?

If it can stabilize above $68,160 👉 there is a chance to start a "relief rebound", aiming directly at $74,500

If it falls below $65,700 👉 be cautious of re-testing the key low of $60,000

I even saw someone holding a rather pessimistic view, looking down to 35,000

In short, from the current perspective, it is a probing rebound by smart money

The direction is being chosen, and the key point will determine whether it climbs up or goes down next

$BTC

Dear, the market conditions have been very harsh these past few days.

Prices are falling, emotions are collapsing, and the timeline is filled with debates, mutual accusations, and various voices of short-term games.

However, it is precisely at such times that it becomes easier to see one thing clearly:

Most assets in the market rely on emotions; while the flow of funds in the real world has never operated based on emotions.

You should also have noticed that in the past two years, more and more people are talking about RWA.

But to be honest, what most people see is still just the tip of the iceberg.

The assets that can truly generate sustainable returns and be allocated by smart money for the long term have always been operating within the banking system, existing in places that ordinary people can hardly reach.

And RaylsLabs aims to connect this part of the world.

Rayls is essentially a financial infrastructure designed for those institutions that are truly dealing with real money.

For these institutions, the most important things have never been the narrative, but three things: privacy, compliance, and certainty in settlement results.

What Rayls has done is to seriously connect these three aspects with the public chain world for the first time.

Structurally, Rayls' design is actually very clever.

Institutions on Rayls do not directly expose their assets in the public chain environment, but instead run a dedicated blockchain in their private nodes.

This is a fully EVM-compatible chain that is 100% data confidential.

Assets in the real world that are usually hardly seen, such as accounts receivable and bank deposits, are tokenized here in a compliant manner.

Then, through the privacy framework Enygma, these assets are safely brought into Rayls' public chain.

What the external world sees are verifiable and auditable results, but the core data of the institution remains unseen.

This is very crucial for banks and clearing institutions.

Enygma uses a banking-level privacy scheme of ZKP + FHE.

It is compliant and traceable, but it does not leave institutions exposed on-chain, which is a very typical regulatory-friendly privacy design.

There is also a point that is often overlooked but is a necessity in the real financial world:
Rayls is an independent L1 and possesses Deterministic Finality.

Once a transaction is confirmed, it is irreversible.

In clearing and settlement scenarios, the importance of this far exceeds so-called TPS or gimmicky parameters.

Dear, my biggest feeling during this time is that
Web3 not only competes in who has more information
but also in who can use tools better

The market rhythm is getting faster
There is so much information that it’s impossible to finish reading
If we still rely on manually refreshing Twitter and checking group messages
it’s really easy to fall behind

So I started to seriously look at some AI products
making research much easier

Recently, I experienced the Binance wallet web version
I clearly feel that it’s not just a place to store assets
but also helps us organize information for judgments

It has integrated AI directly into the wallet

You can see at a glance
which tokens the community sentiment is currently focusing on
which topics are just gaining momentum and which have been over-discussed
without needing to switch between different platforms

Topic Rush breaks down market narratives into different stages
Early, Rising, Explosive
For someone like me who cares more about rhythm
it’s very intuitive

The AI assistant is also very practical
Token background, positioning, development context
directly gives you a readable summary
saving a lot of inefficient browsing

One more great point is
while using more aggressive tools
the sense of security has not been overlooked

Binance has always emphasized the existence of the SAFU fund
plus the MPC architecture of the Web3 wallet itself
at least in terms of on-chain operations
the psychological burden is much lighter

The current feeling is that
wallets are transforming from passive tools
into smart gateways that actively help filter information
and assist in decision-making

The market is never short of opportunities
what’s truly scarce is the ability for clear judgment

If AI can help us reduce the noise
then it’s already very valuable

Binance wallet
is moving in this direction
Go for it!

#SmarterOnchAIn
$BNB

🎙️ Mezo Exclusive AMA

Join us for a session with @MezoNetwork, where we’ll dive deep into how Bitcoin can evolve from a store of value into a productive onchain asset.

🔍 AMA Topic: From Bitcoin to Onchain Yield: Exploring Mezo Network’s Vision
📅 Thursday, January 29
⏰ T14:00 UTC
📍 Binance Square: https://www.binance.com/en/square/audio?id=35659656105921

🎤 Speakers

Taylor Luk @taylor_luk
Onchain Maker, Contributor to Mezo @MezoNetwork

Host: Moonlight
YouTube Partner @Moon1ightSt

Don’t miss this opportunity to learn how Mezo is shaping the future of Bitcoin onchain yield!

$BTC

Dear, the cryptocurrency market and the stock market have been interacting closely.

Binance @binance's stock tokens are officially back, and they have been launched today, the first one being TSLA/USDT.

#Binance's launch of Tesla trading is quite significant, as it essentially integrates traditional stocks directly into the cryptocurrency trading system.

There’s no need to say much about the TSLA stock, right?

Tesla, being a subject that naturally attracts traffic and topics, will definitely have high heat and attention.

What can be expected is:
Liquidity should be very large.
Volatility will certainly not be small.
The space for short-term and swing trades is very imaginative.

Of course, in this kind of market, it’s really important to remember to manage risks well, don’t get too excited and rush in!

What do you think of TSLA/USDT's performance?

#binance

$TSLA #tsla

Dear, how have you been these past few days?

I heard that many places are experiencing heavy snowfall, affecting power supply, and I hope it won't impact you ❄️

At the same time, the moonlight really wants to remind you that #Sei's recent route is definitely worth paying attention to!

In the past, when people mentioned this ecology, it might have felt a bit unfamiliar, but over the past few months, it has been running wildly in the direction of 'for institutions'.

Chainlink's US stock data is directly integrated, and it can also conduct all-weather equity trading on-chain, something that was unimaginable a year ago.

Moreover, Blits' tap trading is a bit outrageous; click once to place an order, settle in 10 seconds, with total trades reaching 5 billion, and daily active users approaching a million.

EVM users have surged to over 950,000, which is completely what an application-oriented public chain should look like!

What's even better is that their team is seriously conducting research, trying to find a balance between low latency and censorship resistance, and figuring out how to reduce MEV.

They are even starting to discuss macro topics like stablecoin and dollar liquidity.

Plus, with the upcoming Giga upgrade, specifications like 200K TPS.

It's clear that the goal is no longer just to serve retail investors; it is focused on corporate cash, RWA, and the whole set of institutional trading.

I have a feeling that this chain has quietly reached the 'stage where people are starting to use it seriously', and this shift is actually more interesting than short-term ups and downs.

Let's continue to pay attention together～

$SEI #sei

【Moonlight Airdrop Diary】

Dear, Moonlight has discovered that every time my YouTube channel reaches a new milestone, $River happens to set a new high.

Isn't that a coincidence?

For example, today my YouTube has 88888 subscribers, and I've also seen the price of $River continuously hitting new highs.

Last year, those who followed Moonlight to grab airdrops and worked hard to get a bunch of tokens have started buying houses and cars this year.

What does "good news keeps coming, new highs keep appearing" mean? I truly believe it now.

Remember, this token, do not short it!

The project team has gone through several ups and downs, but they are still advancing step by step, landing, and expanding their territory.

So, while the market and altcoins are in a waterfall, Moonlight has already seen many friends holding $River looking at houses.

Waking up every day to see profits automatically credited really makes one full of expectations for tomorrow.

You will find that the early persistence will suddenly be fully rewarded one day!

This is the meaning of choosing to believe in River back then, planting seeds earlier, and now slowly entering the harvest period.

Moreover, the recent progress of this project is indeed astonishingly fast!

They have completed a $12 million financing, backed by Arthur Hayes and HTX.

They have already integrated with Lighter.

Launched on South Korea's third-largest exchange CoinOne.

Also listed on OKX DEX.

And reached a strategic cooperation with Sui.

The team has been working hard to expand the ecosystem, lay channels, and pull resources.

So many times, whether the market is good or not is one thing, but whether the project itself is working seriously is another.

River gives me the feeling that holding it overnight makes me feel stable.

Some opportunities really come out quietly when everyone else hasn't reacted yet.

@RiverdotInc
@River4fun
#River4fun
$RIVER

Dear, do you know?

Bhutan🇧🇹, this small country hidden at the foot of the Himalayas, has recently become quite popular!

Not only have they mined nearly 6,000 bitcoins through hydropower, amassing a book value of 530 million dollars, but they have also staked the country's capital on the future of blockchain, becoming the official validator of the Sei network.

This is a move at the level of a national team!

Bhutan's sovereign wealth fund DHI, with a strong determination for digital transformation, has decided to partner with Sei to jointly promote blockchain governance, a step taken with great strategic foresight.

After all, sovereign funds are not just after momentary excitement; they are focused on long-term value and future potential.

$BNB $SEI

Dear, the moonlight recently saw the report from Forbes & Messari and feels that the battlefield of AI may be changing.

In the past, everyone was focused on models and computing power, but the upcoming challenge may become: where do we get real-world data?

Current AI is very good at processing online information, but when it comes to logistics, urban operations, and route planning in real-world scenarios,

it becomes clear that data not only needs to be abundant but also real and verifiable!

This is also why recently some people have started talking about DePAI (which stands for decentralized physical AI).

What do you think?

Dear, today $SENT is online on Binance @binance $spot

It's really amazing

Congratulations to the SentientAGI team!

The Moonlight has also started researching this project since last year and has written several reports to share with everyone, feel free to review

$If you participated, remember to claim the airdrop

Please verify the official website!

Singapore time at 9 PM, trading can be done on #Binance

Go for it!

#sentient $SENT

Dear, seize the opportunity in the next few days!

The milestone challenge of the Binance Wallet on-chain perpetual contracts is underway!

Use the Binance Wallet #BinanceWallet web version to trade on-chain perpetual contracts

for a chance to share the highest prize of 200,000 USDT!

Moreover, every qualifying transaction volume can earn Aster points, super cost-effective～

Hurry up and join, opportunities don't wait for anyone!

Dear, the moonlight has been drifting over the Caribbean Sea recently 🌊
Occasionally circling around the nearby islands,
Life has completely turned into island mode

Every day I wake up early to watch the sunrise,
In the evening in the cabin
Gently rocked to sleep by the waves

When I need to work, I use Musk's Starlink to get online, to be honest, it's quite stable

Overall, the main thread of life hasn't changed,
Just the scenery has changed

This feeling is actually quite similar to Sei's current state

In the new week, Sei's main thread remains clear:
The public chain the team is working on
Is the global settlement layer of modern finance,
High performance, low cost, allowing capital to continuously flow, settle, and maintain productivity throughout its entire lifecycle

At the same time, there is a very important change this week:
The narrative shifts from 'components' to 'behavior'
From 'infrastructure' to 'how capital flows'

It's no longer just about explaining what Grid is,
But also starting to show how money actually flows within it

This week's core story has an important point:
On Sei,
Capital can flow from revenue → payment → savings → consumption

Seamlessly,
No need to exit, no need to pause, no need to wait for settlement

This is what Grid is actually doing!

So, the recent focus of the ecosystem will be:
Continuing to align with the previous 'System' narrative

But the focus is no longer just on tools and infrastructure,
But on how capital flows through Grid

Additionally, in appropriate places, continue to build momentum for Giga

Moonlight feels that what we will see more of next is,
Besides technical details,
More real scenes of capital flow

Especially understanding how money smoothly transitions between 'earn → use → save → reuse'

So, overall, Sei's main thread hasn't changed,
It's just that the environment has really started to feel different 🌊

Just like the moonlight,
I am still me, but I have adapted to the environment at sea,
I have also learned to live the life of sailing at sea,
Able to keep moving forward and boldly venture into the world!

$SEI