0xxinxinn

Welcome everyone to join my Binance chat room~~

We can discuss alpha tokens, chat casually, and have fun together✌️

$DEXE Take a close look at this coin—it's been steadily pumping for more than half a year, right? It slowly rises all the way up, and then comes the sudden guillotine 😂

Everyone should know what kind of style this operator has, right?

If this is tied to 40, is there still hope to get back to even in this lifetime? 😂

To be honest, the first time I saw the words “native Bitcoin collateralized lending,” I clicked through with skepticism—there are too many projects on the market that market themselves under the banner of “Bitcoin lending,” and in the end they usually end up relying on a cross-chain bridge or some kind of custodian. But after I actually went through the process on the testnet, I realized that this time @BabylonLabs_io is doing Trustless Bitcoin Vaults (TBV) is genuinely a bit different.

Now native Bitcoin collateralized lending on Aave v4 is already live on the public testnet, and several heavyweight project teams are participating in the testing as well. This isn’t an isolated small experiment—it’s more like the entire ecosystem is collectively validating whether “native BTC can truly become on-chain collateral.”

The user journey is also quite complete: first, go to the faucet to get test tokens, then enter the testnet app to deposit BTC and initiate a loan. If you get stuck along the way, the official team also provides detailed video tutorials, and you can verify every step on-chain in the browser. The transparency is definitely there.

For me, the most interesting part is that this test isn’t just for show. The official team clearly wants users to report issues they encounter during the experience—meaning that at this stage, the product is still being refined based on real user actions, rather than a fully finalized system that’s only waiting to go live. Not many project teams keep working during a bear market～

#baby $BABY

$INTC

Intel Q2 Earnings ➡️

Revenue: $16.13B, up 25% year-over-year, the fastest growth rate since 2011
Adjusted EPS: $0.42, double the market expectation of $0.21
Adjusted gross margin: 41.8%, up 12 percentage points year-over-year
After-hours share price surged by more than 13% at one point

🔥 All three segments exceeded expectations across the board

Data Center & AI: $6.26B, up 59% year-over-year, becoming the strongest growth engine
Client Computing (PC): $8.88B, up 13% year-over-year, the AI PC refresh cycle is starting to pay off
Foundry: $5.77B, up 31% year-over-year, losses continue to narrow

📈 Raised Q3 guidance

Revenue expected to be $15.8B–$16.8B, well above the market estimate of $15.06B
Adjusted EPS expected to be $0.38, also above the estimate of $0.27
Gross margin guidance: 42.0%

Capital expenditures increased from $18B to $20B, with further expansion planned in 2027

⚠️ Potential risks

Under GAAP, net loss is $10.8B, mainly due to investments in the 18A advanced process technology
Foundry operating margin remains negative, and external customer revenue represents a very small share
The stock has already gained 170%+ this year; valuation is around 87x, pricing in a lot of good news

Intel is moving from “telling a transformation story” to “delivering results” —
but with an 87x valuation, a significant portion of good news has already been prepaid.

$KAITO No wonder tokens and NFTs are both going up—should the king of shooters be coming back? 😂😂

$DEXE 1.6 has more; licked a bit and left after checking the rates and growth trend

$RE
24-hour trading volume: $129 million, but volume has decreased by -79.52% compared with the previous day, indicating that chasing momentum after the rise is weakening.

Circulating market cap: $102.6 million; circulating supply: 159.6 million tokens. The fully diluted market cap is approximately $638 million.

On-chain data for the past 24 hours: spot net outflows—spot is being sold while perps/futures are being bought. The price looks more like it’s being driven by derivatives demand rather than spot buy orders.

For the downside pressure, you can check the 0.55 support level.

First, set 10 major goals. Boss @Jason leo133

Live real-account trading is up! Come follow the boss’s trades—so good at making money

$BTC

$SNXX $KORU Korean stocks continue to fall～📉 Let’s see why:

1. On the Korea side: Regulatory measures were brought forward to take effect on July 31. The margin requirement for single-stock leveraged ETFs/ETNs was increased significantly (cash from KRW 10 million → KRW 30 million). This directly squeezes incremental buy-side demand and triggers a negative feedback loop, with the market trading ahead to redeem and reduce positions.
2. On the U.S. side: The allocation for converting SK Hynix ADRs (equivalent to 2.5% of total shares outstanding) has been fully used. U.S. market funds can no longer meet the demand to recycle capital through the “buy Korean stocks → convert to ADR” arbitrage, causing decoupling between U.S. and Korea share holdings and leaving Korean stocks to bear pressure on their own.​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​​

As leverage cools off, every operation must be more cautious.

$MEGA mega also counts as a soft rug pull, right? They raised $50 million, claiming the funds were already transferred into wallets controlled by the team for daily expenses, but the TVL on their own chain is only $46 million, and the price has dropped by tenfold.

$AKE is quickly pulling back to the prior high….

$INTC Over the next month, there will be earnings reports every day. Tonight is Intel—do you think it looks good?

Write it down!

Bitcoin collateralized lending—finally you don’t need to package it anymore

I’ve always felt that Bitcoin is a bit wronged in DeFi—it's the largest and most trusted asset in the crypto world, yet because the chain itself doesn’t support smart contracts, if users want to use it for borrowing and lending, they have to wrap it into wBTC or send it across using a cross-chain bridge. In other words, the act of “trusting Bitcoin” turns into “trusting some intermediary.” This logic always made me uncomfortable—until I saw Trustless Bitcoin Vaults (TBV) released by @BabylonLabs_io .

TBV’s idea is straightforward: let native Bitcoin itself be used as collateral, so it can be used across chains and across applications—no wrapping, no bridging, and no need to trust any middlemen. The first live use case is native Bitcoin collateralized lending in collaboration with Aave v4. Users can directly use native BTC as collateral to borrow assets like USDC and USDT on Ethereum. This is also the first truly “native and trustless” Bitcoin lending solution in the market.

A few things make me think this product is worth paying attention to:
1. Capital efficiency is benchmarked against DeFi lending interest rates—so you don’t come out losing
2. Self-custody: the private key is in your own hands, and Bitcoin is always yours
3. Collateral is native BTC, not any form of wrapped/packaged asset
4. The whole process is decentralized, with no centralized intermediaries involved

Put together, these address the longstanding problem of Bitcoin being “hard to use” in DeFi.

Bitcoin’s next step isn’t more wrapping—it’s less trust cost.

#baby $BABY

BITMAX is actually closing down too.

I didn’t expect that this exchange, even for mainstream pairs like BTC-USD perpetuals, would only have daily trading volume around a little over $100 million.

Earlier, I saw news saying that Bitmax originally relied on strategic mergers and acquisitions or restructuring to bring in liquidity, but it seems that ultimately it still failed.

I wonder whether there will be compensation afterward.

How many people lost money because of Arthur's call to buy SYN? $SYN

$O o has been traded in Korea! A few days ago, when the shitcoin platform was hot, I bought 3k at 0.5, ate a little and ran away, and now it looks like the home/arrangement situation isn’t that good

$ZAMA From the time to now, it can still hold this price; that’s already pretty good. How many projects have already跑路 (gone away) and become zero 😂😂

$BANK Don't struggle anymore. Speed is at zero. Seriously, I'm so speechless.

$B2 late-night smashing the market; suspected internal job—said it was a vulnerability exploitation incident 😅