Bitcoin人生

No matter how you look at it, it’s like “fly”—it’s just a matter of how to fly 😂

The two most important variables this week are: CLARITY and interest rates.

There are roughly four possible scripts:

CLARITY beats + no rate hike: just fly
CLARITY misses + no rate hike: still fly
CLARITY beats + rate hike: squat for a bit first, then fly
CLARITY misses + rate hike: cough it out for a round, build a base, then fly

It was originally just a joke.
But when I checked the first few rounds of BTC, the “rate hike” thing isn’t that mystical:

2013: interest rate 0–0.25%, no hikes
2017: rate hikes 3 times during the year, and BTC still went from about $900 to $19,000+
2020–2021: still 0–0.25%, and ultimately reached $69,000
2023–2024: high interest rates + a pause in hikes—yet it still hit new highs

So “rate hikes = end of a bull market” isn’t that simple in history.

What’s really priced in is often not just the three words “hike or not,”
but what the market expected—and how far the outcome deviates.

If hikes were already priced in early, they may not crash the market.
If no hikes come in above expectations, it might actually directly ignite things.

The real question now doesn’t seem to be whether we fly,
but which runway we take off from 😂

It’s a joke, after all.
CLARITY, interest rates, and liquidity can all trigger sharp volatility first.
Pure observation only, not investment advice.

In the days ahead, ordinary people and people in the crypto world see two completely different calendars 😂

Ordinary people:

September 25, the Mid-Autumn Festival
October 1, National Day
November 7, the Beginning of Winter
December 24, Christmas Eve
December 31, New Year’s Eve
January 1, 2027, New Year’s Day
What they’re thinking:
Who will be with me to admire the moon on Mid-Autumn?
Who will be with me to celebrate on Christmas Eve?
And who will I be counting down New Year’s with?

People in the crypto world:

September 15, the key vote on the CLARITY bill
September 17, early morning—Federal Reserve interest-rate decision
September 17 evening—Bank of England monetary policy meeting
September 18—Bank of Japan monetary policy meeting
And going further:
Nonfarm payrolls, CPI, FOMC, options expiration/settlement, token unlocks…

Ordinary people’s holidays:
In the days ahead, who will be with you to celebrate?

Crypto people’s holidays:
In the days ahead, who will be with me to stay up for the data? 😂
Others wait for Mid-Autumn, for Christmas, for New Year’s Eve.
We wait for rate hikes, wait for rate cuts, wait for Warsh to speak—😂

Your date may not be with you for New Year’s Eve,
but the K-line will definitely stay with you until 2027.

That same address that grabbed the LAPTOP in the previous post has moved again.
First, withdrew about 4 ETH from Binance and bought 5,662 coins.
Not long after, sold the original amount and swapped back to 4.33 ETH. After going back and forth, it was slightly loss-making once fees are included.
Next, withdrew another 20 ETH—about $50,000—then bought roughly 24,000 coins.
The first 200,000 are already almost gone; now he’s switching to a different unit and continuing to dig into it.
I can only say that the big brother still has money.
I guess he probably doesn’t even know that the two transactions around opening were already pulled up across the whole internet and turned into examples of what *not* to do 🥲
Maybe this is just someone else’s pocket money 😂
The bill is still being updated...
For public-chain observation only and does not constitute investment advice.

🚨He withdrew 250,000 from Binance early, just to抢 for $LAPTOP. In the end, 200,000 is left with less than 2% 😅

After LAPTOP opened, an address withdrew 250,000 USDC from Binance in advance. Then it placed two orders right away:

100,000 exchanged for about 399.7 tokens
Another 100,000 exchanged for about 519.7 tokens
With 200,000 USD, that’s roughly 919 tokens. The cost is close to $218 per token

Now this batch is worth about $3,900, and the 200,000 left with less than 2%

He was well prepared, and the money was ready
But once you look at the price, you can tell this isn’t a trade based on real research
At the time of opening, the page already showed valuations in the billions and tens of billions
With normal trading habits, who would dare blindly dump 200,000 into a situation like this?

It seems more like he only heard “Biden’s son launched a token,”
Didn’t check the cost, and couldn’t outcompete the orders from the earlier crowd that came in faster at opening
He simply filled the sell at the high price
So it’s not that whoever pays first is necessarily smart

If you don’t read the price and the supply clearly, then even the label “celebrity” can still get people sent to the top.
Only for public on-chain observation; not investment advice.

Bonk Guy saw a $26.2 million pullback in a single day, but his target for himself is still: $50 million.

His currently disclosed Fomo portfolio is valued at about $19.69 million. It fell by $2.62 million over the past 24 hours, but it has still grown by $7.17 million over the last 7 days.

Even more outrageous is the portfolio composition.

PONS: about $8.42 million, return rate +12,339%
USELESS: about $4.28 million, return rate +392%
MarsCoin: about $3.2 million, return rate +226%
MEME: about $0.978 million, return rate +104%
Basecat: about $0.862 million, return rate +74.5%
PAIR: about $0.25 million, return rate +643%
microduck: about $0.231 million, return rate +649%
DELTA: about $0.205 million, return rate +703%

Just PONS, USELESS, and MarsCoin—the top three positions—add up to nearly $15.9 million, accounting for about 81% of the entire disclosed portfolio.

In other words, this isn’t the kind of strategy where you spread across dozens of Memes on average.

The positions are actually very concentrated, and almost all of the biggest profits are pinned to just a handful of coins.

One PONS position alone is over $8.4 million, and its return rate has already reached the five-figure range.

At this scale, the $2.62 million 24-hour pullback looks scary. But for Bonk Guy, it’s more like normal fluctuation in a high-volatility position.

And he clearly isn’t planning to stop yet:
"I am very confident that my portfolio will make new all-time highs, and then reach $50 million."

From $19.69 million to $50 million—there’s still about a 154% increase required.

The question is:

Is this the craziest performance snapshot in a Meme bull market, or is it the most familiar line right before profits are given back?

For reference only: observing publicly disclosed positions and on-chain transactions does not constitute investment advice.

It’s the same kind of encrypted treasury—yet last Wednesday three companies took three completely different paths.

Strategy: Bought not a single BTC, then turned around and used $176 million to repurchase STRC
Strive: Spent $109 million to buy another 1,375 BTC
BitMine: Even though its ETH is still down by about $5.2 billion, it continues to add 28,086 ETH

Now, the BTC treasury is basically led by Strategy with a clear gap, while on the ETH side BitMine is the lone dominant force.

Current top five BTC-listed-company treasuries:

1️⃣ Strategy: 845,050 BTC
2️⃣ Twenty One Capital: 43,514 BTC
3️⃣ Metaplanet: 43,000 BTC
4️⃣ MARA Holdings: 35,577 BTC
5️⃣ Strive: 24,531 BTC

Top five ETH-listed-company treasuries:
1️⃣ BitMine: 5,929,198 ETH
2️⃣ SharpLink: ~890,000 ETH
3️⃣ Bit Digital: ~164,000 ETH
4️⃣ Coinbase: ~150,000 ETH
5️⃣ BTCS: ~55,000 ETH

After seeing this ranking, the most intuitive takeaway is:
BTC looks to Strategy
ETH looks to BitMine

And it’s not just “leading by a bit” on either side anymore—it’s clearly pulling away from second place.

Previously, everyone competed on who dared to buy more.
Now the competition has shifted to something else:
Who can use a lower cost of financing and less equity dilution to make the BTC/ETH corresponding to each share grow more and more.

The second phase of corporate treasury holdings may have only just begun
$BTC $ETH

LAPTOP hasn’t been released yet, but the Robinhood Meme concept got spooked and dumped first 😂
Hunter Biden just officially announced that on September 9 he’ll be launching LAPTOP on Base—yet the coin still hasn’t appeared. Over here, the Robinhood narrative got collectively smashed:
PONS down nearly 9%
CASHCAT down nearly 10%
AI down more than 10%
MEME at one point down more than 20%
microduck directly -25%
When I saw the data, I just burst out laughing: guys, your coin isn’t even out yet—why are your peers already racing to exit first? 😂
Of course, saying “one sentence about LAPTOP” can crash the whole market is definitely too exaggerated. The Robinhood chain has had pressure the past couple of days from profit-taking and settlement, and there are also signs that funds are moving toward Solana.
But the cruelest part of the Meme market is this: money and attention are both limited.
Once a top-tier traffic scandal like Hunter Biden + “laptop” gets pushed out, big players’ first reaction isn’t to study what it’s worth—it’s: withdraw first and keep some bullets ready, and wait for the new casino on the 9th to open 😂
So I’m honestly really looking forward to September 9:
Can LAPTOP, on its own merits, suck up liquidity?
$PONS $牛来

Biden’s son is getting in on the memes too—the name is LAPTOP😂
The meme scene is really getting more and more abstract these days.
They haven’t finished talking about the Trump family’s coin yet, and Biden’s family has jumped in as well.
According to the Wall Street Journal, Hunter Biden plans to launch a meme coin called LAPTOP on Base on September 9.
Yes—
It’s the same famous “Hunter Biden laptop” from back then.
Total supply: 1 billion coins. The team holds 30%. Even among the other allocation recipients are investors who previously lost money buying TRUMP🤣
And Hunter Biden’s Substack subscribers.
What’s even more entertaining is the burn mechanism.
The project team designed 30 events, each linked to up to 30% of the tokens being burned—e.g., the Democrats winning the 2028 election, BTC hitting new highs, and so on.
It’s hard not to say this strategy really maximizes “talkability.”
This doesn’t feel like a simple meme release anymore.
It’s like political hot topics, crypto, and prediction markets—all mashed into a single coin.
First there was TRUMP. Then LAPTOP.
Why does it now feel like even political news itself is becoming a meme-launching machine? 😂
Whether this kind of coin can actually get pumped in the end is anyone’s guess.
But one thing is basically certain:
As long as it’s tied to top-tier political headlines, the market will be watching it immediately.
Do you think this “politician-family meme” will end up more like a marketing show, or just another new speculative narrative?$TRUMP

#ALPHA Today’s Alpha Airdrop is here, $CNPY
Opens at 20:00, requirement: 235 Alpha points
This time, each person will receive 180 CNPY. The estimated value on the image is about 20.1U
The number of active Alpha users is stable at around 88,000—looks like it’s still pretty competitive
If you’re above 235 points, remember to set an alarm. Don’t let your points pile up and then forget to claim the airdrop 😂

There’s always a coin that goes crazy every year—this year, is it ZEC’s turn?
Up front there’s a whale whose ZEC short position is down more than 14 million, and HYPE is another 5 million down.
Even after losing that much, he’s still been sending money to Hyperliquid these past two days, and recently put in another 4.5 million USDC.
What’s even more interesting is that he’s far from the only one trying to catch the top against the trend 😂
That winning-streak legend from Lookonchain who just posted 26 straight wins also shorted ZEC around $866, and is now sitting on more than 5 million USDC in unrealized losses as well.
Seeing this, it suddenly clicked for me:
This ZEC run into the top ten and this insane price action probably have at least something to do with these “won’t accept it” whales and retail shorts feeding the move.
It rose to 500, and people thought it had topped.
It rose to 800, and they wanted to short even more.
It hit 1000, surely it should pull back now, right?
But the more bears piled in, the more the price kept pushing up.
As long as the trend hasn’t broken, once someone can’t hold on anymore and starts stopping out, closing positions, or even getting liquidated, the original shorts turn into buy orders instead, adding more fuel to the rally.
They came in to catch the top,
only to end up becoming the engine that sends it higher 😂
With the broader market this weak, for short-term trades I’m actually most afraid of these “gods fighting gods” setups.
At this point I’m too lazy to guess where the tops are for ZEC and HYPE anymore—I’m just watching these big shorts:
when they start reducing size, when they stop adding funds, and when they really can’t hold on anymore.
Those changes are at least more interesting than me staring at candlesticks and trying to force a top guess.
Until then,
I’ll just pull up a small stool and watch the show.
$ZEC

A $20 million floating loss in 20 days, and the whale is still keeping the shorts alive (as the saying goes, pick the soft persimmons to squeeze, but he ended up picking all the hard bones)
I just saw a pretty aggressive whale on Hyperliquid: a $106 million position, 100% short, already down $20.17 million after 20 days
Most of the losses are concentrated in two popular names:
📉ZEC (about $14.62 million in unrealized losses)
Short average entry price: $644, current price has already surged past $1177. A classic case of “it has gone up so much, it must be topping out,” but once a trend forms, the bears become the fuel for the rise
📉HYPE (about $5.09 million in unrealized losses)
Short average entry price: $73.5, current price is around $88. HYPE is backed by strong fee revenue and buyback support; shorting it is not just betting on the coin price falling, but also betting on the underlying business cooling off.
What’s even harsher is that he still hasn’t given up. Within two days, he added another 14.7 million USDC, pushing the ZEC liquidation price up to around $2366, so in the short term it’s still a battle of endurance.
This trade once again proves: the most dangerous idea in crypto is “it’s gone up so much, it should go down now.”
A high price does not mean a short has good odds, and even tens of millions of dollars can’t withstand being wrong and fighting the market 😂
$ZEC $HYPE

Daily crypto hot topics roundup | Sept 6
Crypto was pretty lively today, and I picked 4 items worth checking out👇
1️⃣ Robinhood Chain keeps exploding, $ARB takes the baton
Robinhood Chain trading volume and revenue continue to surge
The market has started trading the “selling shovels” logic of Arbitrum
ARB once rose nearly 50% today
2️⃣ PONS nearly touched $1 billion
Its market cap once climbed to $990 million, hitting a new all-time high
Binance also listed the PONSUSDT perpetual contract, with up to 20x leverage
Next, we’ll see whether this futures fire will add fuel to PONS or pour a bucket of cold water on the bulls 😂
That Unipcs trade was even more outrageous: $67,700 → $10.27 million
This PONS rally has truly gone all-in on creating wealth
3️⃣ BNB Chain is starting to steal the spotlight too
MARSCOIN, 1000CAT, and others remain active
After Binance announced the listing of the Hakiimi contract, a news trader directly burned about $4,200 in gas to rush in and buy coins, and that one trade made about $350,000
Technology really is the primary productive force everywhere
You’re still reading the news while they’ve already bought in 😂
4️⃣ The core data contrast
In the past 24 hours, Pons generated about $1.85 million in revenue, even surpassing Hyperliquid’s同期 (about $867,000)
Today’s summary in one sentence:
BTC keeps the market stable, Meme creates anxiety, and the shovel sellers collect the money
$PONS $ARB

[Today's Movers List | The old coins are acting up again]
Today the broader market is still the same old story, with BTC hovering around $80,000 and not doing much.
But the altcoin side got lively again.
$DASH rose 30.24% over 24 hours, shooting straight to the top of the list.
A few days ago it was ZEC; these past two days DASH and ZEN have started moving too. This market is pretty interesting now—new coins keep getting launched one after another, but the ones stealing the spotlight are actually these old-timers 😂
Another eye-catching one is $MARSCOIN, up 37.79% in 24H.
It was already getting a lot of hype on Robinhood, and now that fire has spread to Binance too. Especially in futures, 24-hour volume hit $690 million, pushing it into the top ranks by trading volume.
Then there’s the old friend $ZEC again.
It didn’t actually rise much today, but its trading volume was still strong.
Spot 24-hour volume was $207 million, while perpetuals were even more exaggerated, hitting $1.706 billion, ranking behind BTC and ETH.
It’s already been hovering around $1,000, yet there are still so many people aggressively trading it.
On the decline side, there wasn’t much to say.
CATI fell 19%, HEMI fell 14%, T fell 12%, and after that it was basically just a few percentage points each.
But while checking the volume rankings today, I did notice something quite interesting:
Spot trading really feels a bit quiet.
Not sure if it’s because weekend liquidity is naturally weak, or because on-chain activity has been so hot lately that it has siphoned away some attention and trading enthusiasm.
One CEX spot market looks calm and quiet,
while an on-chain Meme battle is raging 😂
Prices haven’t moved much, but trading attention seems to be shifting elsewhere.
⚠️Data is taken from Binance. Market conditions change in real time. For market observation only

Is this feeling pressure? Do you always have to pump it like this before you’re willing to pull the lever? 👀

BNB surged strongly today, breaking above $770 and rising more than 8% in 24 hours, driving broad gains across ecosystem meme coins. Among them:
MARSCOIN is now at $0.24, up 40.7% in the past 24 hours;
1000CAT is now at $0.00264, up 36.36% in the past 24 hours;
TUT is now at $0.002843, up 24.67% in the past 24 hours;
Binance Life is now at $0.5653, up 17.48% in the past 24 hours;
BROCCOLI714 is now at $0.021, up 16.45% in the past 24 hours.

🐋 Whale Watch｜$HYPE Here comes another big one
Trump just said he is pushing for Hyperliquid to enter the U.S. market in compliance with regulations
At the same time, the mysterious whale 0x6436 bought another $29.09 million worth of HYPE
So far, it has accumulated 3.24 million tokens, worth about $252 million, and all of them have been staked.
I checked the on-chain records, and this guy’s recent routine has basically been:
Receive HYPE → Stake → Keep accumulating
On one side, there are expectations of U.S. regulatory compliance; on the other, a $250 million-level whale keeps adding to the position

【Daily Crypto Hot Topics | September 4】
Today was pretty lively. During the day BTC was still pushing toward 81k, and at night, after the nonfarm payrolls data came out, everyone started guessing the Fed again.
1️⃣ Nonfarm payrolls beat expectations
August nonfarm payrolls increased by 162,000, while expectations were only 56,000. The probability of a rate hike moved back above 60%, and BTC also pulled back.
After guessing the nonfarm numbers, there’s still CPI left. This Fed drama never ends.
2️⃣ ETFs suddenly started buying aggressively
US spot BTC ETFs saw net inflows of $731 million in a single day, the largest daily inflow since January this year. BlackRock’s IBIT alone absorbed $454 million.
ETFs are pulling it up, nonfarm is pushing it down, and BTC is stuck in the middle.
3️⃣ ZEC sent the shorts packing again
ZEC briefly broke above $1,000, rising about 20% in 24 hours, with roughly $36.6 million liquidated in the same period, mostly short positions.
Retail traders: It’s gone up this much already, it should be dropping by now, right?
ZEC: Open a short first, then we’ll talk.
4️⃣ Uniswap has started buying PONS too
Uniswap Labs has already bought $PONS, citing “long-term aligned interests.” The exact amount purchased wasn’t disclosed.
Just a few days ago it was a meme launchpad on Robinhood Chain, and now even Uniswap is jumping in to buy tokens.
————————————————————
The macro market is still guessing the Fed
Institutions have already started buying BTC
On-chain memes keep partying
Keep the music going, keep the dance going 😂
$BTC $ZEC

Fellow townsman, don’t leave—we can eat at 150 points 🥲
Last September was alpha’s peak
Has this year’s September first week already ended like this? 🤡

#alpha It really was leftover food; the quota increased, and the per-order amount decreased. I have to admit, the actuary is impressive—those around 30u slots are pinned down tightly🥲

#alpha This afternoon at 3 PM there will be an alpha release
The threshold is 235 points. Rumor has it it’s CP—each person gets 1,000 units, which comes to 36 U based on the current price
⚠️ Are today’s VIP Alpha users no longer that VIP? Are they starting to eat leftovers?

【Binance Today’s Quick Movers Preview | BTC Just Broke 81,000, and Some Altcoins Are Already Getting Impatient】
Tonight, BTC briefly pushed back above 81,000 USD.
On Binance, the altcoins are noticeably more active than yesterday.
$T +46.7%
$CHIP +34.94%
$NIGHT +19.39%
$XPL +17.15%
$ZEC +16.48%
Looking further down, it gets even more interesting:
$ENA +14.62%
$PEPE +13.86%
$TRUMP +13.83%
$TRB +13.72%
In the top ten alone, there are already a bunch up more than 10%.
On-chain, it’s even crazier.
MarsCoin +96.61%; market cap is already up to 113 million USD, with 24-hour trading volume of 58.46 million USD.
The $USELESS I’d been watching the past couple of days is up another 55.74% today; market cap has now reached 187 million USD.
But on the other side, it hasn’t been any gentler.
UAI -34%, MAGMA -31%, CAP -30%—a number of small coins can lose 20–30% in a day, just like that.
So for tonight’s market, I think it’s still too early to call it a “broad-based rally.”
More like:
BTC kicks the door open first
A portion of the altcoins starts rushing in
Memecoins have already run in and started partying
As for whether the altcoin season is really back?
Let’s watch another day or two.