🔶 Yesterday, I came to the first Caishen Temple in Kyoto to pray for $BNB! May it break $2000 soon 🙏
Bringing the little yellow card of BNB Chain @BNBCHAINZH, I went to the first Caishen Temple in Kyoto to worship, drew a big luck, and when I stepped out, I saw $BNB hit a new high again, how wonderful! 😆
During this time, everyone should have been making money on BSC, following Prince @EnHeng456's group car $aster and gaining multiple times, and then Aster also drove a wave of explosion in the BSC ecosystem.
Hmm, while focusing on building the BNB ecosystem, my own wealth has also reached a new height, which is a wonderful mutual achievement between the ecosystem and builders.
You can feel that now the voices of fud about the BNB ecosystem are getting less and less, while the voices of build are getting more and more. From national institutions to enterprise projects, more and more people are choosing to embrace the Binance ecosystem.
I will always hold onto $BNB at $300, I can't imagine how high this round will go!
When coming, the heaven and earth exert the same force! Brother @CZ leads everyone to rush towards the stars and the sea!
Zest is pushing forward Bitcoin Collateral Vaults: users lock native BTC on Bitcoin L1, use it as collateral, and borrow stablecoins on an EVM chain.
This direction is closely related to the path the team has taken before.
Zest Protocol’s founding team comes from early builders of Stacks. They took part in sBTC and the Nakamoto upgrade, and previously operated on Stacks a lending market that hit peak deposits of $100M+.
1️⃣ Why make BTC the capital layer, not an L2
In the past few rounds of Bitcoin L2 market cycles, the common problem has been: to bring BTC into DeFi, you must first wrap BTC or bridge it to another chain.
The Zest team is a pioneer of this model. But operational experience led them to a different conclusion:
Bitcoin finance should keep BTC on the Bitcoin network, and connect liquidity to already mature DeFi markets—rather than creating yet another ecosystem to absorb BTC. The failure of ETH L2 is right in front of us.
2️⃣ The mechanism of Bitcoin Collateral Vaults
Users deposit BTC into dedicated, self-custodied vaults on Bitcoin L1. Each borrower has its own vault, rather than sharing a pooled pot of funds.
3️⃣ Related operating data
Zest has generated protocol revenue by splitting borrow interest. According to Zest’s operating report released in August 2026, its Stacks lending market has already achieved:
➤ Peak deposits exceeding $100M ➤ Peak borrowings of about $10M ➤ Stablecoin liquidity exceeding $9M ➤ More than 1,500 total liquidations executed, with zero bad debt
4️⃣ Funding background
Draper Associates led a $3.5M seed round, with Yzi Labs participating.
Tim Draper, founder of Draper Associates, is a top-tier Silicon Valley venture capitalist. His investments span early Baidu, Tesla, SpaceX, Robinhood, and Coinbase.
$ZEST is already listed on Binance Alpha and Contracts. It has a small market cap but high upside.
As more BTC holders are willing to use this product to access liquidity, the “Bitcoin capital layer” will become a much larger business.
$BTC has been strengthening recently, and funds may rotate toward the BTC ecosystem—keep an eye on it 👀
🤔 Old coins are all going up; recently $ENA looks pretty good too. Old Black Hayes is once again calling for $0.5.
Ethena @Ethena Labs is still continuously improving—having completed the SOC 2 Type II audit. In terms of security and compliance, it’s basically airtight.
👉 This audit sounds a bit unfamiliar, but it really only covers a few things.
Review the team’s access control, system changes, monitoring, and incident response—confirm that these security measures are actually carried out properly over a period of time.
This strict, well-organized review process helps minimize the risk of social engineering attacks.
For on-chain infrastructure that carries billions of dollars, these everyday checks are necessary.
When institutions consider collaborating, they also need independent reports as due-diligence evidence.
Other organizations that have completed SOC 2 audits include top projects like Circle, Chainlink, and Aave. Now Ethena has joined them as well, and plans to maintain ongoing audit coverage long-term.
Hope ENA keeps it up—Black is watching $0.5; I’m good with $0.4 😆
😂 Finally, Four memes have welcomed the first-ever token buyback and burn
Even the market cap of new platform $PONS is already 500 million; $FORM is one of the only two BSC platforms—the only one that has its own token
With a market cap of only around 100 million, it’s definitely undervalued
Let’s see whether the buyback rules can be made public and transparent, whether the buyback cadence can be programmed and persisted—then we’re ready to consider DCA from 🤔
If they can use half of their income to buy back, the coin price will surely take off sooner rather than later
😄 Hey, just spin around and you’ll end up winning $188! Mid-Autumn Festival is coming—go and enter the Binance draw for an iPhone Duo with @binancezh
The participation rules are also simple: complete the tasks, collect the four characters “Binance Mid-Autumn”, and you can unlock prizes like the iPhone Duo.
1️⃣ Invite someone to register on Binance—+1 draw 2️⃣ The invited person completes spot / Convert trades ≥ 200—+3 draws 3️⃣ Your own spot / Convert trades ≥ 300—+1 draw 4️⃣ Your own futures trading and cumulative trading volume > 20,000 USDT—+1 draw
You might not even be able to grab the iPhone Duo yourself on the first release—better to draw and let Binance help you grab it 😆
🧐 The top TCG card-making machine on the BNB Chain—becoming Upbit’s first integrated third-party application for its “native child” chain!
Renaiss @Renaiss Collectibles has just announced that it has completed the technical integration for a TCG card-drawing application with GIWATER
GIWA is part of Upbit’s public chain strategy—essentially Upbit’s BNB Chain. GIWATER, in turn, provides trading and liquidity entry points for GIWA
Renaiss provides card-drawing, collectibles, and related verification capabilities to Korean users, becoming the first integrated external application for GIWA
👉 Backed by an exchange, it’s easier for the public chain to grow stronger
Binance launched BNB Chain in 2019 Coinbase launched Base in August 2023 Robinhood launched the Robinhood chain this year
Upbit’s version of BNB Chain: GIWA is also in the final stage of the testnet
The earliest applications to embed into the native DEX and traffic entry points captured the first wave of benefits from exchange users migrating on-chain
👉 Why Renaiss
Renaiss’s first funding round of $1.5 million, led by YZi Labs @YZiLabs , with participation from Gate Ventures, Hash Global, and others
In terms of data, since the Beta launched in November 2025, the platform’s total trading volume surpassed $10 million within 5 months on April 28
👉 Mechanically, what Renaiss outputs to GIWA is two things:
Proof of Fair random randomness verification standards, and third-party verifiable card inventory custody—users can independently check the card-draw results and the inventory status
In the card-drawing category, the core contradiction has always been: “Has the house tampered with it?”
Randomness and inventory that can be verified by a third party are the prerequisite for being accepted by a Korean exchange ecosystem under extremely strict regulatory pressure
And what Renaiss has put huge effort into building is the collectible “third-party offline vault network,” along with the complete infrastructure for “collectibles being put on-chain”
Korea has the most aggressive retail buying power, and Korea itself is also a heavily consumed market for physical card products like Pokémon
Card-drawing + Korean retail + the exchange chain’s native DEX entry—so far, there is only one player doing this: Renaiss
Crypto needs new narratives, and the track Renaiss is building is the blue ocean. Its essence is the authentication, custody, provenance records, and trade execution of collectibles…
Today it’s an on-chain gacha machine—could the endgame possibly be an on-chain Sotheby’s? 👀 #renaiss #比特币突破8万美元大关
🧐 USDe is live on TRON: Ethena @Ethena Labs brings “yielding stablecoins” into the world’s largest stablecoin settlement network
$USDE and $sUSDe have officially launched on TRON. Users can now cross-chain transfer both assets via Stargate Finance, hold them on TRON, and send them
I feel like Ethena this time on Tron has found a group of people who already use digital dollars in huge volumes 😂
Many projects need to grow by first educating users on why they should use stablecoins, and then figuring out how to attract funds
TRON @TRON DAO already has this foundation. On TRON, the circulating supply of USDT exceeds $9.4 billion. Payments, savings, and cross-border remittances have already created massive demand
These users are already used to earning, sending, and storing money in dollars on-chain. What Ethena is aiming for is what they do with this money next—how they hold it
👉 TRON has never lacked dollars. What it lacks is “dollar yield”
TRON’s positioning has always been as the settlement layer for stablecoins: cross-border remittances, merchant payments, exchange deposits/withdrawals, and everyday payments. A large number of users use it to hold and move dollar-denominated assets—low fees, fast confirmations, and a huge number of accounts
But for a long time, Tron has lacked a yielding dollar product. Users who hold USDT don’t generate any native returns
USDe is Ethena’s synthetic dollar, designed to track the value of the U.S. dollar. sUSDe is a certificate received by staking USDe, used to accumulate收益 from protocol allocations
For users who already use stablecoins on TRON, they can now hold a dollar-denominated asset that can capture protocol yield on the familiar network
👉 What to watch next
1️⃣ Lending layer: USDe becomes collateral for JustLend DAO. This means TRON users can use USDe to borrow other assets
2️⃣ Liquidity layer: Create pools for USDe / sUSDe on DEXs like SUN io TRON is where the most “dollars” are used in the crypto world, and Ethena is the fastest team to turn dollars into a yield-bearing asset
In the coming weeks, after integrations like JustLend and SUN io roll out, “yielding dollars” will bring more and better wealth-management options to 396 million accounts
So, before Primus incubated EASY Residency S4, it had already achieved a successful commercial collaboration with Kaito?
In mid-August, Kaito AI launched Kaito Pulse: A product designed to help project owners and users measure the relationship between “attention” and “real-world behavior.” For example, a KOL’s betting history in prediction markets, trading volume on Perps, and more. Pulse’s underlying data validation capability comes from Primus. Kaito is currently a paid commercial customer of Primus. If Yaps measures how much you said on X and how much it influenced the discussion, Pulse goes one step further: it checks whether what you said matches what you did. Kaito itself can’t get data interfaces from these platforms, and users also don’t want to hand over their accounts—this is where Primus comes in.
⚽️ The World Cup is over—don’t forget to watch more matches! Predict @predictdotfun-华语 : there’s a prize pool this weekend, so go try it out!
Starting in late August, Europe’s top five leagues kick back off. While watching games with the old man, it’s also a good time to place a bet on Predict fun.
👉 Total prize pool: 1wu. There’s only the last 1-hour window left—place your bet now:
https://predict.fun/zh-cn/match-weekend
A few matches are about to start. For the Bundesliga, I’ve bet on Dortmund; for the Premier League, I’ve bet on Liverpool and Crystal Palace. The odds look relatively steady—pretty good for a low-drama, money-management style play.
Also, Binance Wallet has a separate 1wu prize pool.
You can bet on both. If you land on the leaderboard for winnings, you can even split the prize pool again—double-dip in one bet. 😋
😋 Total prize pool 50,000 u, Binance Wallet @Binance Wallet on-chain trading contest S6 is back again
Contest period: 9.8 ~ 9.16, 9 days in total. There are only 4 days left—less than that now
👉 If you haven’t registered yet, hurry up: https://web3.binance.com/zh-CN/activity/unified-tc/pnl-szn6?chain=bsc&ref=1PUMP&utm_source=cn
Trading Flap / Four meme—using bStocks tokens as the liquidity pool for the Meme, or directly trading bStocks coin shares—both can be counted toward trading volume
Now you only need to make a profit of 40 u to get on the leaderboard and share the prize pool
👉 There’s also a 10 u “God of War” award—easy to get:
A 20,000 u bonus pool, split evenly among all qualifying wallets: trading volume ≥ 100 u, and profit greater than 10 u
🤔 If an AI Agent starts handling cross-border business for someone, then exchanging currency might be the final “last mile” to solve
Suppose an Agent responsible for procurement has USDC in its account, but the supplier in Colombia wants to receive local pesos
What exchange rate should be used? Can the deal be completed on the weekend? How does the money finally get into the other party’s local account?
These steps will determine whether a deal can be completed
👉 $KII is here to solve this problem—connecting stablecoins, on-chain FX, and agentic payments
KiiChain’s approach is to connect the liquidity between USDT, USDC, and local stablecoins, enabling FX capabilities for cross-border payments and trading
Its hybrid matching architecture, combined with on-chain liquidity, allows certain currency pairs to support 24/7 trading
The Abstracted FX Trade Page released this time can be understood from a very practical perspective:
What users want to express is “what coin I pay with, and what coin the counterparty needs to receive,” while the underlying system handles the chain, liquidity, and settlement paths
This is a much easier trading entry point—and for future Agents, the same capability also needs to be available through API calls
KiiChain Pay has already integrated FX, DEX exchange, and fiat on/off-ramp functionality into a single set of APIs for Agents to call
In the future, an authorized Agent will be able to handle quoting, exchanging, and payment itself, then continue to progress the order based on the settlement status
Companies can manage funds in USD, suppliers can receive in their own currency, and the software is responsible for bridging both sides’ currency needs
Currently $KII is already listed on exchanges such as Binance Alpha, Bybit, Bitget, and Kraken
😂 Hertzflow survival race—there are 4 days left, and the teachers this session are too strong.
#HertzflowPNL In the English community, the top five occupy three seats. Right now Pump Pump is in second place. The PnL is tightly contested—competition is really intense.
👉 HertzFlow @HertzFlow has two order-opening modes:
“Ultra-high leverage” and “Standard” mode. In this competition, Pump Pump used the “Ultra-high leverage” mode the most.
As for the standard mode, you already know. The reason I used the “Ultra-high leverage” mode is
not because the leverage can be set very high (95x), but because its order-opening fee is almost 0—especially suitable for high-frequency traders to do “micro-structure arbitrage.”
👉 The “Ultra-high leverage” mode uses the hyper mode, so:
➤ If you profit, you need to share the distribution with the LP ➤ But if you end up breaking even (losing but netting back), the loss is flat and the trading fees are almost free—very reasonable
As the main trader/operator, the project incubated by Yzilabs @YZiLabs S3—I'd recommend everyone come experience this interesting Perpdex on HertzFlow 😂
👀 Ethena @Ethena Labs officially launches Ethena Pay, meaning it’s building its own “internet digital bank”
Ethena Pay is a self-custody mobile finance app built on Avalanche that integrates USD savings, card spending, and cross-border transfers into one product
The first batch covers 48 countries, including Australia, Brazil, Japan, Singapore, South Africa, and the UAE, with the Beta whitelist expanding weekly
👉 One of the few stablecoin issuers that’s taking matters into its own hands to build a consumer-grade product
1️⃣ Doesn’t rely on external stablecoins; a closed-loop ecosystem within Ethena
Most crypto neobanks’ underlying assets are USDT or USDC—essentially they’re still channel partners
Ethena Pay is different. Its core asset is USDe, issued by Ethena itself
From the issuance of “digital dollars” to payment, transfers, savings, and other financial services—everything is completed within Ethena’s ecosystem in a closed loop
After users enter Ethena Pay via bank transfer or by directly topping up crypto assets, the funds are automatically converted into USDe
When withdrawing to an external bank account, settlement is made in the recipient’s local fiat currency, supporting currencies such as USD, EUR, and GBP
2️⃣ A ready-made stablecoin ecosystem and DeFi infrastructure
Around USDe, Ethena has already built a large stablecoin ecosystem and DeFi infrastructure. The current USDe circulating supply is about $4 billion
It’s expanding from DeFi into RWA financial services such as payments, transfers, cards, and savings—building on existing foundations rather than starting from scratch
3️⃣ Bringing $USDE into large-scale real-world use
Ethena Pay creates entirely new real-world use cases and consumer distribution channels for USDe
Previously, USDe’s use cases were concentrated in DeFi, trading, and staking. Ethena Pay expands it to real use cases such as payments, transfers, and savings
USDe is evolving from a “stablecoin mainly held for yield” into “a digital dollar that can be used for everyday financial activities”
Ethena founder Guy Young has also clearly stated: the target users aren’t people who are already using wallets and DeFi protocols, but rather hundreds of millions of ordinary users outside the crypto existing user base
😋 Although I didn’t manage to eat up the main platter @thecryptoskanda_ in Taiwan’s Zhang situation, our HertzFlow survival competition came in first
A few days ago I went long on $BTC , and my principal was once cut in half. Taking advantage of the trend of $BNB these past few days, I made a few trades and made it back
BNB Chain has just launched a 4M airdrop incentive, and it feels like next week BNB and the Memes on BSC should both see a pretty good run
There’s still one week left in the HertzFlow trading competition, and Pump Pump will try to stay Top 😆
MarsCoin and Niulai are definitely locked in; the only thing left to compete for is third place
The current third-place token, $STONKS, was inspired by yesterday's official post. The aesthetic of the word STONKS is pretty good too, and it quickly reached 10M
Binance is always a late bloomer, and I hope this wave on BSC can also keep up with Robinhood's pace
Solana is now just a roadside bystander; the two chains that will benefit are BNB Chain and Robinhood
🤔 Software like FOMO—full-chain in one go, it’s definitely simple and addictive, but the fees are really high.
Now Binance Wallet offers a limited-time 20% discount on fees for the hottest Robinhood Chain!
Mom doesn’t have to worry about me losing money on Gas anymore.
For more advanced on-chain trading, you still need to use a professional dog-catching tool like “Binance Wallet.”
Take the trade info from your FOMO chain’s head-buy orders as a reference source—then place your order with “Binance Wallet.”
That way you can keep up with the pace and still enjoy big fee discounts.
👉 Use Pump Pump’s invitation link, and you can also permanently get an extra 30% fee rebate:
https://web3.binance.com/referral?ref=1PUMP
On-chain MEME trading is even more high-frequency—like Pump Pump, daily fees could easily add up to over a hundred “u.”
Over the long run, fees are not necessarily less than contract trading fees. Saving yourself a thousand or so “u” in the process—keeping it to go back and dog-pile on new gems—doesn’t that feel better?!?
In the blink of an eye, BNB Chain is celebrating its sixth anniversary. I’ve always had a slightly different feeling about this chain. Because my first big on-chain win—my first real breakthrough—was here. In 2022, I just started playing Crypto. At that time, it wasn’t called the BNB Chain yet. It’s called BNB Smart Chain. Everyone was more used to calling it BSC. I didn’t even have this much money back then. Back then, I used TP. Back then, I didn’t even know what people meant by “infrastructure.” I only knew one thing: If you want to fight, you go to the BNB Chain. To go to the BNB Chain, you first had to go to Binance to buy BNB. September 2022, Shanghai. It was already deep autumn, but the weather still held on to a bit of summer’s lingering heat.
🧐 Ethena @Ethena Labs ’s long-standing issue of sell pressure may be getting resolved
1️⃣ Buyout early investors’ holdings (for those who sold during the past 9 months)
The Foundation’s buyout is not for the entire seed round. Instead, it will purchase all locked tokens held by the key seed investors who have any record of ENA being sold within the past 9 months.
If you still hold locked tokens and recently shipped, you’ll buy up all currently available/unlockable amounts. Diamond hands who haven’t sold are unaffected.
2️⃣ Monthly VC unlocks disappear from now on
The Foundation has reached an agreement with the lead investor that the remaining unvested investor tokens will be released all at once (effective starting October 5). The monthly unlock calendar no longer exists.
Team tokens are not included in this and will continue to be locked according to the original vesting schedule.
The upside: $ENA no longer faces monthly cyclical unlock pressure. The trade-off: there will be a one-time increase in circulating supply at the beginning of October.
3️⃣ Token = equity
All value of the protocol is exclusively allocated to the Foundation and token holders’ governance. Labs’ equity investors have no claim on the protocol’s cash flows.
Many protocols separate governance from cash—governance belongs to one group, while money belongs to shareholders. But Ethena is different.
In a bear market, the real tides sift out the weak. The surviving projects are starting to build around real business and actual cash flow. Ethena, with stablecoins on one side and a US-compliant business on the other, is also very capable.
4️⃣ Token buybacks
Under the Ethena brand, 95% of the net income from all business lines will be used to buy back ENA, keeping only 5% for growth.
If the bull market can sustain, ENA will be at least one of the assets I’m willing to hold and allocate to long-term.