Powerpei

About six months ago building DeFi on Solana—what stablecoins can you choose?
USDC, or USDT
That's it

The data from 7/20 is out: Solana’s total stablecoin market cap has surpassed $15 billion

But what really made me stop isn’t that total
It’s the portion that’s not USDC/USDT—$4.81 billion, a new all-time high

The paradigm has cracked

—

Who’s eating this incremental growth? USD1

On Solana, the supply is $1.021 billion, accounting for 21% of its global total supply

Together with USDG, the two of them make up nearly half of the non USDC/USDT segment

There’s on-chain presence at the billion-dollar level—not numbers generated by airdrops. It’s users choosing with their feet
The first hard data showing the multi-chain expansion is working

All data is based on real-time on-chain data; the above is purely my personal observation.
#USD1 #WLFI

Two pieces of news hit at the same time today—both are related to AI infrastructure.

First, Nebius (NBIS)

After the close, the stock jumped nearly 19%.
The reason: Nvidia disclosed via a 13G filing that it holds about 9.3% of Nebius’s shares—22.25 million A-class ordinary shares. Included in this are warrants tied to the $2 billion strategic investment made earlier this March.

Nvidia didn’t invest casually.
It invested in Nebius—that is, AI cloud infrastructure.
This is the kind of thing that helps big enterprises build large-scale computing platforms.
This isn’t just a financial investment; it’s an industrial-chain linkage.

With NVDA and AMD moving higher too, market sentiment is very clear:
On the AI capex front, money is still flowing in.

//

Next, Supermicro (SMCI)

It also surged after hours.
The initial earnings report showed Q4 revenue near the low end of guidance—not exactly surprising. But two numbers are very eye-catching:

Gross margin jumped to 15–17%; previously guidance was only 8.2–8.4%.
That’s more than double.

The reason is that the customer and product mix are improving.
The share of higher-margin AI server orders is rising.

New orders exceeded $60 billion—an all-time record.
The backlog is equivalent to about 5 times the expected revenue for the current quarter.

$60 billion—what does that mean?
Even if it doesn’t sign a single new order, the existing backlog is enough to keep the business running for more than a year.

//

Taken together, these two developments point to the same conclusion:

AI computing demand isn’t cooling down—it’s accelerating.

Nvidia directly taking a stake in a cloud infrastructure company suggests it believes downstream demand is big enough and long-lasting enough to justify binding partners through equity.

Supermicro’s order surge indicates that actual AI server purchasing is materializing—not just talk.

I’ve been saying that the main AI investment theme is shifting from chips toward infrastructure.

Power, data centers, servers.

Today’s two pieces of news add another layer of confirmation.

In the short term, these stocks may still be quite volatile—don’t chase the price.
But looking at the medium to long term, I think the direction is becoming clearer and clearer.

The above is purely my personal observation. Data should be based on official sources. It does not constitute investment advice. #英伟达 #美股

Spent a bit of time digging into $TBB The Bitcoin Bull

Dev @GoingParabolic has publicly revealed their identity, not anonymous, and has been interacting with the community

Fair launch; the narrative is simply: a Bitcoin bull market

Up 34% in 24h, market cap 17M, 1,700+ holders

Currently observing

There aren’t many memes where all three—narrative, execution, and community vibe—are present at the same time, but until the concentration issue is resolved, I won’t go heavy

CA: 42cXQvAAr7hcPBPWAS4ocVtDyeJ4Fa6gRR2uG4gppump

DYOR, use only spare funds—meme trades involve risk

After Netflix’s earnings report came out, the stock price dropped to a 52-week low.

Revenue was $12.56B, up 13% year over year, but it missed analysts’ expectations by a hair.
The Q3 guidance also left the market unhappy.
That’s why it fell.

This gave me a reminder: the market currently doesn’t have patience for high-growth tech stocks.
Just a little miss is enough.

────────────────

The most important thing this week is Wednesday.

Google and Tesla both release earnings that day.
These two results will directly shape the near-term direction of the entire Tech AI sector.

My current view is that, after the market opens, the three directions with the biggest volatility are:

▫️ Tech AI: especially earnings-related stocks—if they come out strong, they’ll rally; if they’re just a bit off, they’ll get sold off.

▫️ Oil & gas: geopolitics is still unfolding, and oil prices will move with it.

▫️ Defensive and value stocks: if risk sentiment keeps deteriorating, money may rotate into this area.

For now, I’m lightly positioned and waiting to see the data come out on Wednesday. This isn’t the time to race ahead.

For reference only and not investment advice. DYOR #美股 #财报季

Saw it from a post
Binance will list the SPCXUSD1 Perpetual Futures contract tomorrow (July 20)

Trading opens at 17:00 (Beijing time). Maximum leverage is 25x. Minimum order is 0.01 SPCX.

The key point is: the settlement asset is USD1, not USDT.

My first reaction:
This isn’t just a matter of adding a contract.

//

First, let’s talk about the underlying asset itself—SpaceX.

IPO on June 12. Opening price was $135. It closed at $160 on day one.

Then it kept falling. It has already broken below its issue price—down nearly 45% from its peak.
There will be another lock-up release in early August, with 123 billion dollars’ worth of shares set to be released.

So at this timing, SpaceX contracts won’t lack volatility.

With 25x leverage, you can make money fast—and lose money fast too. Don’t get carried away.

————

But what I care about more is the USD1 layer.

I’ve been tracking USD1.

Previously, it mainly relied on Binance and Bybit’s holding rewards to attract volume, and there were also on-chain incentives.

But honestly, rewards can bring people in, yet they can’t keep them.

This time is different.

It’s directly used as the futures settlement asset for the period.

If you want to open a SpaceX contract, your margin has to be USD1.
Funding is settled once every 8 hours, and the funding is also in USD1.
Not “you can choose to use it”—you can only use it.

The rewards campaign is basically an invitation for you to come sit at the table.
This is a completely different situation—here you must hold it to be allowed at the table.

//

Think one step further:
Anyone who wants to trade this contract has to go swap in USD1 first.

That’s short-term buy-side demand.
Funding is settled every 8 hours, and USD1 will keep circulating inside the system.

That’s ongoing liquidity.

And because SpaceX is itself such a hot topic, the exposure is far stronger than those previous on-chain reward campaigns.

Of course, risks are there too.
SpaceX is currently trading below its issue price, volatility is high, and there won’t be few people who get wrecked with 25x leverage.
USD1’s connection to the Trump family is also being watched—regulators have had eyes on it for a long time.
Even previously, a Democratic senator requested a hearing.

So my view is:
In the short term, it’s driven more by sentiment and flow; in the long term, we need to see whether USD1 can keep maintaining settlement use cases like this.

//

After it goes live tomorrow, pay attention to these details:

The actual trading volume of SPCXUSD1, and the changes in USD1 holdings on Binance.
The former tells you whether the contract itself can really run.
The latter tells you whether new money is coming in because of this contract.

For anyone who wants to participate: manage leverage well.
At this point, SpaceX’s direction is unclear—don’t bet with a big position.

Not investment advice. DORY #USD1

Tonight World Cup final, Spain vs Argentina

I bought Argentina

//

My reasons are very simple
Against England in the semi-final, they were down 0-1 and still came back to win 2-1
With a team like that, if you go head-to-head and bet against them, I’m not confident in my gut

Spain’s defense is indeed fierce—conceded just 1 goal in 7 matches
But the final is different
It’s Messi’s last World Cup; if you corner a person like that, he becomes the most dangerous

Now, most people on the board are buying Spain
I just like standing on the side with fewer people

The odds are worth it—I’m willing to take the bet, haha

Place the order directly in the Predict section on @Binance Wallet

I’ve been using this lately; predictions for both sports and crypto are available, no need to jump to other apps

Direct: 币安钱包

If I win, I’ll treat everyone to drinks
If I lose, I’ll deal with it myself—anyway, I’m betting with money I can afford to lose
Just don’t learn from me and go all-in. DORY #世界杯决赛

This week I watched the market and the feeling is very direct: chip stocks are still falling, while energy stocks are rising

But that doesn’t mean the AI direction is no longer working
The money is still on the AI track—it’s just moved from one link to another

→ → →

First, US stocks

Chips have risen too much over the past two years
NVIDIA, Hynix, and that whole set of data-center-related names—everyone has bought a lot
Now with the slightest bit of headwind, people who have made money start selling
This is completely normal; it’s not a collapse—just that when stocks have risen too far, they need to take a breather.

At the same time, energy stocks are rising
The situation in the Middle East is tense, oil prices have been pushed up, so oil company stocks have strengthened in tandem

Tech down, energy up—this kind of combination has been showing up frequently lately.

→ → →

Next, Hong Kong stocks

In early July, Hong Kong tech stocks surged: Alibaba rose 12% in a single day, and the Hang Seng Tech Index also climbed nearly 5%

Why did it rise? A few reasons: these companies’ stock prices were already cheap, AI in China has also been moving forward, and the potential sell-pressure from unlocks that everyone had worried about didn’t end up hitting.

But the question is

Can it keep rising from here?

I think it depends on three things: if US chip stocks keep falling, sentiment in Hong Kong will also be affected; whether mainland capital is still willing to keep buying Hong Kong tech; and finally, it still comes down to earnings reports—how much money has AI actually helped these companies make.

Right now, this move is more like
a rebound after a lot of decline
—not the start of a brand-new bull market.

→ → →

Next week, I’ll be watching:

► Earnings reports from major tech companies

► Inflation data and what the new Fed chair, Warsh, says
If they release signals about rate hikes, tech stocks will still face pressure

► Whether mainland capital is still putting money into Hong Kong
Money coming in can support the market; if it doesn’t come in, it’s precarious

In summary, the AI direction hasn’t changed
It’s just that the money inside has shifted positions
moving out of the hardware side and into applications and cheaper companies

The above is my personal observation. Official data prevails, and it does not constitute investment advice.#美股 #Aİ

Today I came across a few USD1 transaction scan posts again. The order book rankings look quite high.

The overall market has been a bit shaky, but USD1’s trading activity is actually more active than the day before yesterday.

That surprised me a little.

I’ve been paying attention to USD1 recently, and slowly I’ve found that its playbook really is different from other stablecoins.

It isn’t driven by marketing to push volume. Instead, it treats heavier real-world scenarios—like institutional settlement and cross-border payments—as its main battlefield.

And with the political and compliance labels behind it, whenever there’s any sign of macro turbulence, it’s easy to be pulled into the discussion.

Today the U.S. stock market pulled back, and geopolitical news is also simmering. In theory, everyone should lean more toward risk aversion.

But USD1’s volume hasn’t shrunk; on some chains, it even holds its ground.

I’ve noticed a similar situation before:
When traditional risk assets get more volatile, stablecoins with real utility are actually the first ones that institutions and market makers move.

━━━━━ ∘ ━━━━━

More realistically, right now Binance and By are still seeing ongoing USD1 holdings and trading activity, and the rewards haven’t stopped.

In the short term, this is indeed bringing in some new capital and positions.

But what I care about more is whether these volumes can be kept after the activity ends.

In the end, USD1 still has to rely on real use cases—not on rewards incentives. Rewards can draw people in, but whether they stay depends on the product itself.

━━━━━ ∘ ━━━━━

For USD1, I’m mainly watching two things:

First, how fast it’s actually penetrating institutional settlement and DeFi payments.

How many protocols truly use it for settlement, and whether transaction volume is growing naturally.

Second, the next-stage progress on regulation and licensing.

Earlier, there was the WLFI application for a federal trust bank license. Whether it gets approved, and when, will directly affect institutions’ trust in it.

Whether these two tracks are steady matters more than short-term price and volume.

#USD1

The No. 9 player is Binance on its ninth anniversary—the new arena is already underway.

The player is on the field. This time, I choose to support from the stands.

Back in 2022—on the night Luna collapsed, I watched the numbers on the screen keep dropping. My position was shrinking right in my hands. I was completely stunned.

During that period, the whole industry was collapsing. Later, FTX also went under. A lot of people around me just left the market.

To be honest, I thought about giving up too.

But I didn’t.

I stayed at Binance, reduced my position to very small, and started over—learning from scratch how to control risk, how to read data, and how not to make decisions based on emotions.

That’s when I truly began to take trading seriously.

For me, Binance isn’t just an exchange. It’s the place I chose to stay after experiencing the darkest moments—where I could begin again.

From that stage when I knew nothing and was taught by the market, to now being able to write and share my thinking with everyone—the majority of that journey happened on Binance.

Nine years.

From a crypto platform to a super financial app, Binance has grown bigger. And I’ve changed too—from someone who was scared away by market moves and almost left, to someone who’s still here.

As long as I’m still here, that’s enough. #币安九周年

BNB Chain has released its technical roadmap for the second half of 2026 in front of me.
I finished reading it and felt really excited.

First, let me talk about what has already been achieved in the first half: with BSC, once a block is produced, it takes only 450 milliseconds (about the time it takes to blink). It can process roughly 5,200 transactions per second, and transaction confirmation speed has improved a lot as well.

Putting these numbers aside for a moment—just six months ago, they were unimaginable. Now they’re already running on the mainnet.

The goal for the second half is to double everything on this basis.

//

But what I’m even more looking forward to is the direction of their next-generation underlying architecture they announced:

- Handle more than 100,000 transactions per second.
- Once you send a transaction, you’ll receive a pre-confirmation within 50 milliseconds.
- Final confirmation will be no more than 1 second.
- Transaction information won’t be visible in advance (to prevent front-running).
- Native privacy protection + account abstraction (no need to remember mnemonic phrases).

If they can truly deliver this, it’s built to support applications with very high speed requirements.

For example: payments, high-frequency trading, AI agents, and financial products used by institutions.

These things need a chain that’s both fast and stable—most chains can’t do that right now.

In the second half, they’ll also focus on two things: one is resource isolation.

That means if some popular project suddenly explodes in demand, it won’t slow down the entire chain, and everyone won’t affect each other.

The other is more rational gas fee pricing—no longer charging the same amount of money for every operation.

Both of these are practical improvements for users’ experience.

//

I’ve been using BNB Chain for a fairly long time. In my day-to-day experience, it really has become much faster than last year.

Especially during the zero-gas campaign, on-chain transfers already feel very close to a regular app.

If these upgrades land according to plan in the second half, BNB Chain will widen the gap significantly in terms of speed.

Of course, a roadmap is a roadmap, and ultimately we still have to see what they actually build.
But at least the direction is right.

This isn’t telling stories or selling dreams—it’s solving real problems of speed and capacity. #BNBChain @币安Binance华语

This week’s US stock market outlook (hold first, then attack—wait for the shots to be fired)

This week I plan to be relatively conservative.

The reason is simple: the US-Iran situation is still a war of words, oil prices are spiking upward, the earnings season officially kicks off, and while the AI theme is still there, sentiment is already a bit high.

With these three things happening at once, volatility will likely be amplified—this is not a time to go all-in and tough it out.

The approach is: hold first, then attack.
Wait for the data and earnings to give a clear direction, and then decide how to move next.

════════════════

Position sizing framework

╭─────────────────────────╮
Keep total exposure at 40–60%
AI + semiconductor holdings ≤ 35%
Hold a relatively large cash buffer
╰─────────────────────────╯

This week there is CPI data and bank earnings. Before these come out, I don’t want to fire all my bullets.

━━━━━ ◆ ━━━━━

Three key focus areas

▸ Memory chips / AI supply chain (highest priority)
SK Hynix’s debut in the US stock market has already confirmed that HBM demand is still there. But I won’t chase—I'll buy in batches on pullbacks, using last week’s low as a stop-loss reference.

▸ Big Tech leaders (NVIDIA, Meta, etc.)
Before earnings, I mainly plan to stay on the sidelines. After results, I’ll see whether they beat expectations, then decide whether to add.

▸ Hedging allocation
If oil prices continue to surge quickly upward, I’ll allocate a small position to energy or utilities so the entire portfolio isn’t exposed to growth-stock risk.

════════════════

Specific execution timeline

‣ Before Tuesday’s CPI → light position or no action
‣ If CPI beats expectations → growth stocks likely face pressure; consider trimming a bit more
‣ When bank earnings are released → focus on what they say about the economy and credit; their commentary affects rate-cut expectations more than the numbers themselves

━━━━━ ∘ ━━━━━

This week, I’ll focus on defense, and attack only once signals are clear.

▌ Position size is always more important than direction—if you get the direction right but the position is too heavy, you can still get knocked off by volatility.

For reference only and does not constitute investment advice. Do your own research.

#美股

Up to the quarterfinals so far, every night the plot keeps getting updated.

Yesterday, Haaland scored two goals in stoppage time to send Brazil home. Today, Merino netted a dramatic winner in the 88th minute to eliminate Belgium.

Next up: Morocco vs France, Norway vs England, Argentina vs Switzerland—one game is harder to guess than the next.

At times like this, the emotions before the match and the emotions after are priced completely differently.

//

I’ve recently been playing the event Meme at @Binance Wallet , using U from @UTechStables.

U is one of the fastest-growing native stablecoins on the BNB Chain, and it’s also the settlement currency for this campaign.

The third installment of the Football Carnival Season is officially live today. It runs for 10 days to climb the charts, with full coverage of the second half of the World Cup.

The prize pool works like this: the higher the total U buy transaction volume across the whole platform, the bigger the unlocked prize pool—up to as much as 200,000 U.
──────────────
Remember the entry threshold for the prize pool:

Buy at least 3 event Memes under the “World Cup” category. Your actual trading volume must exceed 1,000 U. You must meet both requirements to be eligible for the distribution.

Miss either one and you won’t qualify—don’t waste your effort.

──────────────

What’s different about event Memes compared to prediction platforms is that: the price moves at any time—you don’t have to wait for the match result.

High buzz before the match, key goals during the game, and emotions building after the match—every stage lets you enter and exit.

For the next few games, I already have ideas. I’ll place my order first, then come back with updates.

The above is for reference only and does not constitute investment advice. DYOR

Entry link: https://web3.binance.com/zh-CN/activity/predict-tc/single/trading_volume_s3?chain=bsc&ref=TIR6W2XV&utm_source=cn

Before the market opens today, pay attention to a few things.

The Dow futures are down more than 400–700 points, Nasdaq futures are down nearly 1%, and S&P futures are down 0.6–0.8%.

At yesterday’s close, the Dow was down 0.25% and the Nasdaq fell 1.16%.

The trigger is very clear: Trump announced the end of the ceasefire with Iran, and the U.S. is preparing to take action. After the news broke, oil prices surged by 5–6%.

━━━━━ ◆ ━━━━━

When oil prices rise, tech stocks are usually the first to come under pressure—higher energy costs increase companies’ operating costs, and overvalued sectors such as AI and chips are also the most likely to be sold when market sentiment is unstable.

Chip stocks already led the decline yesterday, and today may continue the trend.

In the short term, the volatility caused by geopolitical factors is difficult to predict.

This kind of news can come quickly—and it can also fade quickly. So my own approach is not to chase it, but to stay on the sidelines with a light position and wait until the situation becomes clearer.

In the long run, the Fed still has policy room, and the fundamentals of the U.S. economy have not shown any obvious changes.

The foundation of the bull market has not been broken. If high-quality tech and energy stocks continue to fall, that could actually be an opportunity to gradually build positions.

But this is not the time to take a heavy position. Diversify risk, control position sizing, and don’t let short-term fluctuations affect your long-term judgment.

The above is for reference only and does not constitute investment advice. DYOR

#美股 #油价

Tonight is the match I’m most looking forward to in this World Cup.
Portugal vs Spain, Ronaldo vs Yamal—23 years apart: 41 years old versus 18 years old.
//
Let’s talk stats first.
In Spain’s group stage this edition, they didn’t concede a single goal: possession 68%, passing accuracy 91%. Oyarzabal scored 4 goals, and the whole team has been running very smoothly. In the 8 matches Yamal has played, Spain has won every one—100% win rate.
For Portugal: Ronaldo scored 3–4 goals, and at 41 years old he’s still scoring at the World Cup—this alone is already a legend. But the team stats aren’t as impressive: each match they get only 3.8 shots on target, which is clearly a gap versus their opponents.
In the odds: Spain -220, Portugal +295—a big difference.
────────────────
My take: Spain is overall stronger.
The last time these two teams met was the 2025 UEFA Nations League final. It ended 2–2, and Spain won on penalties to take the title. This time it will most likely be another low-scoring grind. In their last five head-to-head matches, there were four matches where the total goals were no more than 2.
But I can’t say Portugal has no chance. Ronaldo in the box is a completely different kind of logic. Spain hasn’t conceded a goal—when they face him, will those numbers be broken tonight? That’s the biggest suspense I want to see.
I’ll back Spain to win, but I won’t back a big goal margin.
────────────────
Come predict with Binance Wallet. New users can also claim an extra 10,000 USDT in体验金.
Entry path: Binance Wallet homepage → Prediction → claim in the pop-up
Event prediction:
https://web3.binance.com/prediction/detail/fifwc-prt-esp-2026-07-06
eMeme玩法:
https://web3.binance.com/en/event-meme/0x9f7d037bbe4fc1927a3f2e4c0a09991630074525?chain=bsc&ref=TIR6W2XV&utm_source=cn
The information above is for reference only and does not constitute investment advice. DORY #世界杯