Avgusto

🔥 "The best buys always look terrible in the moment"

I was haunted by a nostalgic story and decided to write it down 🙄

…one of my most significant early buys was BNB. This was back in early September 2023.

At that time, there was panic: all over the place, people were shouting that BNB was crashing and the price would hit 130-100 😏. I, however, gritted my teeth and bought in at 190-205 🫣

Emotions were through the roof…

The market always overreacts in both directions. At the highs, everyone shouts "to the moon," and at the lows — "it’s all over." If you make decisions based on the crowd's emotions, you usually end up buying high and selling low.

With BNB, I bet not on the noise but on the business, the product, and the real value of the token within the ecosystem.

…and I didn’t regret it 😊

#BinanceTokenStory

👍 «Alpha mindset vs margin call»

Andrew Tate seems to have launched a new course: «How to lose $800k trading and still stay sigma» 🤝

According to on-chain data, his main wallet on Hyperliquid⁠ is currently down about $800k, with a win rate of around 35.5% for 2025.
This means out of 80 trades, only 29 were successful.

But the funniest thing happened recently😁

Tate deposited another $100k and started actively flipping longs/shorts on Bitcoin. The result — 8 liquidations in 24 hours. Yes, eight. In one day.

The community is already joking that he’s not a trader, but a liquidation machine.

The most amusing part is that this guy has been selling the image of an absolute alpha for years: discipline, control, dominance.

🛰️Mars is already priced in: SpaceX raked in a record $75 billion on IPO

SpaceX secured a staggering $75 billion, with $70 billion coming from retail investors: individuals and small backers showed readiness to scoop up 516 million shares at $135 each.

How the crowd is reacting 🧑‍🧑‍🧒:

-Many believe it's the only company playing in space, satellite internet, AI, and defense contracts all at once

-Analysts are saying straight up: the current price suggests that SpaceX will dominate future markets with virtually no competition

-On Reddit, it’s often discussed that the IPO is the culmination of years of Musk's cult of personality, and retail investors are buying not just the business, but the dream

📌 The idea that Mars is largely an investment narrative seems pretty reasonable. Investors love stories about the future. The story of "we're going to sell satellite internet" sounds pretty solid🫡

🔥Regarding the promo: Binance Football Challenge 2026

...the reward has arrived. I'm hesitant to calculate the profit, but it looks pretty good👍

On the flip side: "looks pretty good" usually precedes the phrase "but there's one catch"😁

🚨 SpaceX at $135–142. Should I jump in now?

🧨Right now, there's a ton of buzz around SpaceX, but I’d split it into two categories:

1. Actual SpaceX stocks on the exchange
2. Tokenized stocks via crypto exchanges

What platforms are offering now is mostly tokenized access through the xStocks system. After distribution, investors receive tokens that are claimed to be backed by shares at a 1:1 ratio.

👀If we look at SpaceX as a business, it’s one of the few companies that investors have been dreaming to get access to for years. So, the hype is understandable.

⚠️But if we analyze the situation as traders:

* The price is already in the zone of maximum hype.
* Everyone knows about the IPO.
* Everyone wants to buy.
* When "everyone wants to buy," it often turns out that a large part of the growth is already priced in.

📌So, I wouldn't see buying at $135–142 as a guaranteed opportunity to make a quick profit.

🔥Binance has officially launched the Binance Football Challenge 2026 with a total prize pool of up to $4 млн

🫡What we’re doing:

* Predicting World Cup matches every day.
* First prediction earns you a free box.
* By completing simple tasks (sharing, trading, invites, etc.), you unlock additional attempts.
* If your predictions hit, new Reward Boxes are unlocked.

What could come out of the boxes 🫣:

* USDC
* BNB
* token vouchers
* Binance merch
* t-shirts
* Mystery Box
* tickets to World Cup matches
* the rare grand prize — up to 2026 USDC in a single box

👀If we look at it pragmatically:

* Free to place predictions — why not;
* Don’t count on easy $100;
* The most valuable rewards will be awarded to a very limited number of participants.

✅In practice, it’s the same as usual: 99% of participants will receive a box with something symbolic, while somewhere deep in the mechanics, tickets to the World Cup, BNB, and thousands of USDC are hidden.

But since the entry is free, there will be plenty of folks wanting to test their luck. 🎁⚽️

https://www.binance.com/activity/pick-and-win/2026-football-challenge?ref=445004035

🔥The most expensive leak of the month: AI wallet at $868,000

A Chinese developer was recording a regular two-minute tutorial for Bilibili on setting up AI agents. Nothing unusual: three monitors, a messy desk, a few viewers.

But someone hit pause at the 47th second.

On the second monitor, they spotted the wallet gabagool22:

💰 Profit: $868,862
📈 Over 28,600 predictions
🗓 Account created in October 2025

After that, the internet did what it does best. Users started breaking down the video frame by frame, slowing it down, and gathering information pixel by pixel.

Soon, the whole crypto Twitter and Telegram were buzzing with one question:

👉 Did this AI agent really make nearly a million bucks?

One theory suggests that the wallet is backed by a whole network of AI agents analyzing the market 24/7 and trading without human intervention. Another theory posits that this isn't trading at all, but advanced arbitrage or working on prediction markets.

The developer removed the video just a few hours after posting, but it was already too late. The story spread across social media, and now hundreds of thousands are tracking the wallet's activity.

However, there is an important nuance 😔

We only see one successful wallet.

💡 Today, two tokens went into free fall, losing over 50% of their value in a single day.

And no, these aren't just another batch of memes from anonymous basement dwellers. These are projects with slick websites, flashy presentations, and tens of millions of dollars from top-tier funds.

🔹 $H — raised $50 million.
🔹 $SAHARA — raised $37 million.

In the investor lineup, it’s just how crypto enthusiasts love it: Pantera, Jump, Sequoia, Polychain, Yzi, and other serious players.

The result? Half your deposit gone faster than you could read this post.

So, the question of the day:

Who else was looking to scoop up fresh tokens at the listing? 😏

I'm especially amazed by folks diving into another $BEAT after a +5000% surge in a month.

The logic is rock solid:
— the coin has already risen 50 times;
— the market is barely alive;
— liquidity is thinner than paper;
— unlocks ahead are as big as a small planet.

So, it’s the perfect time to buy. What could possibly go wrong? 🤡

🫡 Another hero on the meme coin front

Dude got a tattoo on his forehead saying "bounty fun" for the promised 200 SOL (~$13,000).

Turns out, the token was a scam, and its value is now exactly $0.

The wild part is, this is the second such case in just a few days. The first guy got so much sympathy from the community that they even launched his own token to help him recover his losses.

Looks like there's a new investment thesis in crypto:

1. Get a sketchy tattoo for a meme coin.
2. You get scammed.
3. The community feels for you and launches a new meme coin.
4. Profit? 🤔

📌 We decided that Ukrainians are already winning too much from WOTD. Now instead of tokens, we get messages about "local regulatory requirements" 🤷‍♂️
…the latest payouts 😔

The reasons might be the following:

* Binance restricted participation in certain promotions for users from specific jurisdictions.
* The rules for running reward distribution campaigns have changed.
* Some educational activities and giveaways may be unavailable depending on the account verification country.

⚠️Checked it out. As of now, I haven't found any official statement from Binance explicitly saying that WOTD has been disabled specifically for users from Ukraine. However, I found several indirect confirmations that Binance limits participation in certain promotions by region due to regulatory requirements. — official response from Binance support on Reddit. A user from another country faced a similar restriction, and a Binance representative replied:

Some campaigns, products, and activities may be unavailable in certain regions due to compliance with local regulatory requirements and Binance’s Terms of Use.

Not by Bitcoin alone: how 3800 PS4s were printing money in FIFA⚽️

In Ukraine, FIFA coins were mined using PlayStation 4 consoles 🤫

Many recent publications are treating it as fresh news, although the raid actually happened back in the summer of 2021 in Vinnytsia. At that time, Ukrainian authorities discovered around 3800 PS4 consoles, but it later turned out that they were not being used for crypto mining but for automating the farming of coins and cards in FIFA Ultimate Team.

📌Initially, the authorities thought it was a crypto farm due to the huge electricity consumption and large amount of equipment.

After reviewing photos and conducting an investigation, it became clear that the consoles had FIFA 21 disks installed, and the PS4s were operating as a massive bot network for farming FUT coins and accounts.

💰Earnings were built on selling gaming accounts, coins, and rare player cards on the gray market.

💭 This is a great example of how value is created not by technology but by demand. People laughed at FIFA coins, then at skins, and then at NFTs. But if there's a liquid market and buyers are willing to pay — a whole industry emerges around the extraction of such assets.

😳 Paper loss of $8 billion: the beginning of the end for Strategy?

📌 The numbers alone don’t spell doom for the company.

It’s crucial to understand the difference between:

* unrealized losses (paper losses);
* actual insolvency.

Strategy currently holds over 840,000 BTC on its balance sheet. Even after the recent dip, the value of their bitcoins is estimated at over $60 billion.

The main risk for Saylor isn’t the loss itself, but rather a combination of three factors:

1. A prolonged bear market for BTC lasting several years.
2. Issues with attracting new capital through stocks and preferred securities.
3. Servicing obligations and dividends, which has led the company to sell a portion of its bitcoins for the first time in several years.

😔 What concerns me more isn’t the loss itself, but the fact that Strategy has started selling BTC for the first time in a long while, albeit a symbolic 32 coins. This indicates that the mantra "never sell" is no longer as absolute as it once was.

🎁 Get up to 50$ + 50$ for referring a friend from Wallet

In the official Telegram wallet, there's a promotion where you can snag up to 50$ for completing the requirements. You can also grab up to 50$ for each friend you invite, and both you and your buddy score the bonus.

👀 TON is set to become GRAM again. Sounds like the crypto market has dug up a time capsule from 2019.

Pavel Durov announced that the native currency of TON will be renamed to GRAM — that's how the token was called in the very first whitepaper of the Telegram Open Network.

🔴 Many took this as a signal that Telegram is increasingly integrating with TON, and Durov is gradually regaining control over the ecosystem.

🔴 Some in the community believe this is just a marketing move and an attempt to revive the legend of Gram, which was once one of the most anticipated cryptocurrencies in the market.

💭 If we look at it coldly, the transition from TON to GRAM doesn't fundamentally change anything:

* the blockchain remains TON;
* contracts, wallets, addresses, and staking remain unchanged;
* the tokenomics stay the same;
* no swap is needed.

So this isn't a tech upgrade, but a narrative shift.

And narratives in crypto sometimes cost billions 🙄

📌 If the rebranding isn't followed by real products, integrations, and an increase in on-chain activity, the market might start seeing this as just another name change for a pump in a couple of months.

🤖 New bubble or new billions? The AI market just can't stop 😔

Right now, there’s a very familiar discussion happening online: "Is AI the new internet of 1999?"

What the bulls are saying:

* HBM memory is already sold out for years ahead.
* Production capacities are limited.
* Demand is coming not from retail investors, but from giants like Microsoft, Amazon, Google, Meta, and others.

What the bears are saying about the bubble:

They remind us that semiconductors are one of the most cyclical industries in the world.

The scenario usually looks pretty much the same:

1. A shortage emerges.
2. Companies start ramping up production.
3. Everyone scales up simultaneously.
4. A couple of years later, an oversupply hits the market.
5. Profits and stocks drop by 50-80%.

📌 It seems to me that the market is making a mistake by trying to answer the question:

"Is this a bubble or not?"

In reality, there’s a possible third option.

AI is not a bubble. Individual company stocks might be the bubble.

😔 This has happened before:

* The internet was not a bubble;
* The bubble was in the valuations of internet companies;
* Railroads were not a bubble;
* The bubble was in the stocks of certain railroad companies;
* Cryptocurrencies didn’t vanish after 2021;

While everyone is keeping an eye on the dollar, an interesting question arises about the yuan 👀

Imagine this: the rate drops from 7 to 5 yuan per dollar. For the global economy, this would be one of the most significant currency events in recent years.

At first glance, everything seems straightforward:

✅ The Chinese will get richer — imports, raw materials, cars, technology, and travel will become cheaper.

✅ China will be able to buy more oil, gas, and metals for the same amount of cash.

✅ China's trade surplus will start to shrink.

But there’s a flip side:

❌ Chinese exports will become noticeably more expensive.

❌ Prices in the US and Europe might rise for many goods that have been shipped from China at rock-bottom prices for decades.

The most intriguing question isn’t the rate or even the dollar.

A strong yuan would mean a gradual shift for China from the model:

➡️ "producing for the whole world"

to the model:

➡️ "consuming for ourselves."

And that would change the balance of the entire global economy.

Even a 25% increase in the yuan is unlikely to make it a replacement for the dollar. For the status of a global reserve currency, a strong economy alone isn’t enough; there also needs to be free movement of capital.

So, this scenario looks more like an economic stress test than a baseline forecast.

So, what if the market buried ATOM too soon? 🙄

Honestly, for the last couple of years, Cosmos felt like one of those projects where people were like: 'the tech is cool, but what’s up with the token — nobody got it.'

The ecosystem was living its own life, developers were building stuff, and the market gradually forgot about ATOM 😄

But now, there’s some movement happening.

🟢 The team finally acknowledged their communication issues. Now there’s a roadmap, updates, and way more transparency.

🟢 The most interesting part — they’ve started working on ATOM’s tokenomics.

📌 The main issue isn’t just inflation; it’s that ATOM isn’t really needed.

Right now, they’re analyzing with Gauntlet: — staking, — inflation, — sell pressure, — wallet behavior, — and ways to link the ecosystem’s value with ATOM.

Before it was like this: Cosmos grows ✅ ecosystem develops ✅ and ATOM drops 😄

🟢 They’re also betting on USDC and stablecoins within the ecosystem.

💭 The idea is to funnel more liquidity through Cosmos and direct part of the income to buy back ATOM.

Cosmos is finally doing what everyone’s been waiting for: connecting ecosystem growth with ATOM’s value.

There are plenty of risks, but the project no longer looks like a 'dead dinosaur.' They’ve got: — clear actions, — decent communication, — working on tokenomics, — and a logical strategy.

👀 Inactive Bitcoin wallets want to be acknowledged as "lost property"

⚠️A person using the alias Noah Doe has filed a lawsuit in New York and is claiming ownership of 39,069 "abandoned" BTC wallets, which hold about 3.7–3.8 million BTC. At current prices, that’s roughly $285–286 billion.

He asserts that:

* he found these addresses through blockchain analysis;
* the wallets have been inactive for at least 5–6 years;
* attempts were made to locate the owners via OP_RETURN messages and public notices;
* some addresses are allegedly linked to early miners, old lost wallets, and even addresses attributed to Satoshi Nakamoto.

🔥After this, he decided to leverage New York state's "lost property" law and declared:
"Since the owners haven't come forward — hand the assets over to me" 😁🤣

📌 From an idea perspective — it’s almost a genius move 😄

This guy is trying to stretch old laws about lost items into our new digital reality.

But from the philosophy of Bitcoin — this case looks pretty sketchy.

👀 Old bulls are cashing out ETH — is this a warning sign or just noise?

😏 Well-known Ethereum evangelist David Hoffman announced he sold all his ETH because he no longer believes in the thesis "ETH = internet money".

Immediate reactions were:
— "Ethereum is dead"
— "ETH won't rise anymore"
— "L2s and stablecoins have taken all the value"
— "the end of an era"

💭 Essentially, his point is:

"Ethereum has won as a technology, but ETH may not be the main beneficiary of that victory".

And honestly, this is a very important discussion for the entire market.

📌 I think Hoffman has raised a very mature and uncomfortable topic.

The market has long operated under the model:
"if the network is successful → the token must go up".

But that's not always the case.

An example from the real world:
The internet changed the world, but not every company associated with the internet became a super profitable investment.

Ethereum now really resembles infrastructure:

* like AWS,
* like TCP/IP,
* like a financial rail for stablecoins.

And infrastructure doesn't always capture all the value created.

Another task from the "learn and earn" section 📚🔥
…And yes — now available for everyone 👀

While some are drawing lines on the candlestick chart and hunting for the "perfect entry point," others are farming coins on quizzes in just 10 minutes 😂

…I hope you know where to find the answers 😔