币毒

There aren't many traders or people pursuing trading on Twitter anymore. After all, being a KOL, posting viral content, and riding the traffic wave are easier and safer. But I'll still share this content here. An important indicator to measure whether you've truly started trading is: being flat (no positions). The saying goes, "Starting with no positions, living off heavy positions." Many people learn a bunch of indicators, structures, and strategies, and when they see volatility, they want to jump in; when they see candlesticks move, they think an opportunity has arrived. But true maturity in trading is being able to accept starting with "no positions." After all, the market moves every day, but truly worthy heavy positions only come a few times a year. When I used to livestream with my brothers, we often used this example: trading is like hunting. You need enough patience to wait for the fatal strike, not chasing sheep on the grassland for a while, then chasing cows for a while, then seeing horses and thinking they’re good too, which often ends up empty-handed. Once you get past the "no positions" stage, you can say you've started trading. The hardest part of trading is never the technique; anyone can learn some skills in a few months. The real difficulty is: Can you endure when there’s no opportunity? Can you dare to act when there is an opportunity? The former determines how much you lose; the latter determines how much you earn.

The young person's first AP is gone. What I originally thought was at least a farmhouse oak, and after getting it, at least an AP with some material changes, but after opening the box today, it's not even as good as the little genius that the neighbor's kindergarten child has.

🚨 Binance has increased the USD1 margin collateral rate from 95% to 99.99% Latest adjustments: 1️⃣ The collateral rate of USD1 in the unified margin system has been raised from 95% to 99.99% 2️⃣ Using USD1 as contract margin now also earns additional incentive rewards What does this mean? Previously, if you had 10,000 USD1 in your account, it could only be counted as 9,500U margin. Now it’s almost equivalent to: 10,000 USD1 = 10,000U margin value Essentially: $USD1 is now treated as a "cash equivalent." The most important part is that using #USD1 as margin also earns incentive rewards. Before: Using stablecoins as margin meant the funds were "dead." Now: Using USD1 to open contracts also earns rewards. This means: "Holding costs are close to zero, or even profitable."

🐍 Adu Crypto Daily | 2026.05.13 📊 Market Overview BTC: $80,868 (-0.59%) ETH: $2,287.03 (-1.61%) SOL: $94.99 (-2.05%) BNB: $674.69 (+1.26%) XRP: $1.45 (-1.95%) DOGE: $0.1113 (+0.26%) TRX: $0.3488 (-0.56%) Total Crypto Market Cap: approx. $2.78 trillion 24h Market Cap Change: -0.36% 24h Volume Change: -0.50% BTC Market Dominance: 58.30% One-sentence conclusion: Today's market is slightly volatile with a pullback; BTC still holds above 80k, but ETH, SOL, and XRP are clearly weakening, and the market is shifting from the repair sentiment of the past two days back to caution. ━━━━━━━━━━━━━ 🔥 Key Points Today 1) BTC remains above 80k, but mainstream altcoins generally retrace • BTC slightly pulled back • ETH, SOL, XRP are all down • BNB, on the contrary, continues to show strength Interpretation: This indicates the market is not undergoing a systemic crash, but funds are regrouping around more stable mainline assets, with altcoins being corrected first. 2) Arthur Hayes is hyping BTC again • Coindesk captured the core view directly: Hayes believes BTC will not only return to 90k but could even reach 126k Interpretation: Such calls may not directly drive the market, but they reinforce the market’s expectation that the "mid-term bull market is not over." 3) US regulation continues to affect overall market sentiment • Discussions around the Clarity Act text and its progress continue • The tug-of-war between the banking system and the crypto sector persists Interpretation: This remains the most important mid-term catalyst, but in the short term, it mainly influences valuation expectations rather than immediately driving prices up. 4) The other side of corporate and institutional coin holdings becomes clearer • MARA sold 20,880 BTC in Q1, cashing out $1.5 billion • Also reported a $1.26 billion loss Interpretation: This reminds the market again that corporate holdings are not just "infinite hoarding"; when financial reports and business pressures come, they will sell. 5) BNB continues to be strong, indicating funds still back platform/infrastructure logic • During market pullbacks, BNB can still be green • This shows the market is willing to give platform and infrastructure assets higher tolerance Interpretation: Funds are not losing confidence but are seeking safer places to stay. 6) Volume has not expanded further • Total market cap is basically flat • Trading volume hasn’t risen much either Interpretation: This suggests today is more of an adjustment and rotation, not the start of a new major uptrend. ━━━━━━━━━━━━━ 🧠 Adu’s Commentary The key point today is not how much the market fell, but that BTC is still holding while altcoins softened first. This usually means the market hasn’t fully turned bearish, but risk appetite has clearly declined. The most important thing next is whether BTC can continue to hold 80k. If it holds, it’s a strong consolidation; if it doesn’t, altcoins will suffer more. In short: short-term caution prevails, but it’s not a full bearish reversal yet; currently, it’s a typical "BTC holding strong, altcoins taking the hit."

Last time I posted a video about swiping the OKX Card, many people asked how to do it, so I'll answer collectively. It applies to almost 99% of U Card applications, and the requirements can be said to be both simple and difficult. Almost all U Card conditions can be met by using a CN passport plus proof of long-term overseas address. If it can't be done, either the regional service is not available or they simply don't want to issue you a card. Why say it's both simple and difficult? Because for everyone who stays overseas long-term, these are not barriers or conditions. After all, with this information, you can get a local bank card overseas, so there's no reason for the U Card not to be issued to you. The difficult part is that the brothers who need the U Card the most are often in China, with only a passport and no proof of long-term overseas residence. Finally, today is another day to spend #OKX money.

We all use Apple, Samsung, Xiaomi, Transsion. You use OPPO, no wonder your wife has two husbands 😂

🐍 Adu Crypto Daily | 2026.05.12 📊 Market Overview BTC: $81,230 (+0.50%) ETH: $2,310.73 (-0.98%) SOL: $96.41 (+1.35%) BNB: $662.68 (+1.56%) XRP: $1.46 (+1.02%) DOGE: $0.1100 (+0.47%) TRX: $0.3482 (-0.43%) Total Crypto Market Cap: approx. $2.79 trillion 24h Market Cap Change: +0.46% 24h Volume Change: -11.85% BTC Market Dominance: 58.28% One-sentence conclusion: The market is still relatively strong today, BTC once touched 82k, mainstream coins held steady overall, but volume did not continue to expand, indicating this wave is more like a strong consolidation pushing upward. ━━━━━━━━━━━━━ 🔥 Key Points Today 1) BTC touched 82k, but the market remains somewhat skeptical • BTC surged to $82,026 overnight • It is still holding above 81k now • But Coindesk also mentioned traders remain cautious about this breakout Interpretation: Simply put, the market is strong, but sentiment hasn’t gone fully bullish yet. It’s more like “price can move up, but everyone is still half-doubting.” 2) The 80k level is increasingly looking like a short-term base • Coindesk explicitly states: BTC’s floor now seems more stable around 80k • But resistance above remains; a true major breakout still requires more volume Interpretation: The key for the market now isn’t whether it can spike, but whether 80k can hold as a new support level. 3) US regulation remains the biggest catalyst • The Senate Banking Committee has officially released the Clarity Act text • Hearings and progress are ongoing Interpretation: Regulatory clarity is still the core mid-term valuation driver for the entire industry. As long as this progresses, exchanges, stablecoins, and on-chain financial infrastructure will continue to attract capital attention. 4) Traditional finance and stablecoins continue to advance • Circle continues funding the Arc chain • Enterprise payments, stablecoin wallets, and corporate treasury settlements keep expanding • Banks are increasingly opposing stablecoin yield provisions Interpretation: This actually shows stablecoins are hitting traditional finance’s nerve; otherwise, banks wouldn’t be so urgent. 5) The SOL front is heating up • Alpenglow upgrade has entered testing phase • Decrypt is also following this development Interpretation: If BTC holds steady, mainstream coins like SOL with “upgrade expectations + active capital” will continue to be actively traded. 6) Institutional sentiment hasn’t retreated, risk appetite is rising • BTC funds continue to attract capital • SUI surged 25% over the weekend • Strategy funds keep buying BTC Interpretation: This shows big money and short-term hot money haven’t left; they’re still in the market, just using different tactics. ━━━━━━━━━━━━━ 🧠 Adu Commentary The most notable thing about today’s market isn’t “how much it rose,” but that BTC is starting to show signs of holding above 80k. As long as this level holds, the market can easily enter a state where: BTC stabilizes, altcoins rotate, and hot topics get traded one after another. But the problem is clear, volume hasn’t surged strongly yet, indicating it’s not time for a full market charge. In short: short-term is strong, structure intact, next focus is whether BTC can firmly establish 80k as support.

Actually, Twitter is a mixed bag of all kinds of people. Don’t just get itchy watching others jump into something. Usually, at times like this, you’re just the one taking the fall. When good things really happen, do you think it will be your turn? In other words, when it’s your turn, is it really such a good thing? Many brothers have been scrolling Twitter more and more anxiously lately 😐, seeing this influencer playing the US stock market, that KOL posting a US stock tutorial, how this and that. Have you ever thought this is exactly the same as when you saw them all-in on Crypto/Web3? The crypto dividends are indeed much less than before, but for ordinary people, it still holds enough appeal. By comparison, what’s really worth it about US stocks for ordinary people? Still the same saying: entering the crypto world, we aim for hundreds, thousands, or even ten-thousands fold gains. These US stocks can’t give us that, and right now it’s just a downturn period for crypto. Historically, in every crypto downturn, there’s always a group who think crypto is done and move on to other things. When crypto hits ATH again, they come back running every single time, without exception. Take the narrow path, till the poor fields, walk the hidden road. Be simple and honest; when navigating the world, you need your own understanding and insight. Paired with Bangkok after the rain (this photo turned out pretty good, right)

After BTC firmly stood above 80,000, many people's first reaction was: time to short. The reason is quite uniform—"I'm not greedy, just taking a one or two point pullback." But my current thought is simple: in this market, I'd rather buy the dip and go long than touch shorts. Because this is not a market purely driven by big players forcefully pushing it up; it's truly emotions, capital, and expectations all pushing upward together. Once a trend forms, it's actually hard to reverse quickly. Many people always think pullbacks are easy to catch, but the problem is: when it really drops, do you dare to short heavily? If you miss the move, can you keep your composure? If you get caught in a rebound trap, are you really willing to cut losses? Most people end up not making money because they get hit from both sides. The biggest taboo in a trending market is constantly trying to guess the top. You think you're catching a pullback, but often you're just gambling your profits on emotions. So now I prefer to do something simpler: wait for a retracement, buy the dip, and follow the trend. Even if I only catch part of the move, it's more comfortable than going against the trend to chase those few points. I've held my main long positions for two days now; the rise isn't fast, but at least I hold with peace of mind.

🐍 Adu Crypto Daily | 2026.05.11 📊 Market Overview BTC: $80,762 (Basically flat) ETH: $2,331.99 (+0.15%) SOL: $95.03 (+1.79%) BNB: $652.16 (+0.63%) XRP: $1.45 (+2.25%) DOGE: $0.1094 (+0.80%) TRX: $0.3497 (-0.16%) Total Crypto Market Cap: approx. $2.78 trillion 24h Market Cap Change: +0.21% 24h Volume Change: +68.22% BTC Dominance: 58.21% One-sentence conclusion: Today's market is steady with a slight bullish bias, BTC remains pinned above 80K, altcoins are warming up a bit, and capital is starting to seek elasticity again. ━━━━━━━━━━━━━ 🔥 Highlights Today 1) BTC is moving sideways, but altcoins are starting to come alive • BTC barely moved • ETH slightly up • SOL, XRP, DOGE all showing recovery • Volume expanded by 68% Interpretation: This indicates money hasn’t stayed out; after BTC stabilizes, funds begin probing coins with more elasticity. 2) US regulatory expectations continue to provide support • Coindesk continues to mention that progress on the Clarity Act remains the market’s main storyline • But the banking sector is starting to push back, believing stablecoin-related provisions will impact the traditional financial system Interpretation: This line is still bullish in the short term but also signals that the upcoming battles will intensify, not be smooth sailing. 3) AI Agent + crypto rails continue to heat up • PayPal and Google Cloud are both talking about agentic commerce running on crypto rails • Wallets, payment protocols, and automated settlements narratives keep being emphasized Interpretation: The AI Agent theme is no longer just storytelling; it increasingly resembles a preview of future payment infrastructure. 4) Tokenization remains the favorite topic among institutions • BlackRock continues advancing on-chain funds and tokenization strategies • CME is also preparing to launch BTC volatility futures Interpretation: Traditional finance is no longer about "whether to touch crypto," but "how to engage more systemically." 5) Market risk appetite is indeed recovering • Floor prices of NFTs like BAYC are starting to recover • This shows capital is not only holding BTC but also beginning to test high-risk assets again Interpretation: This usually doesn’t indicate bearishness but that market sentiment is shifting from defense back to some offense. 6) Don’t forget the risk points • A dormant BTC whale from 2013 suddenly moved • Residual old security issues with LayerZero/Kelp persist • Quantum computing’s long-term threat to BTC is still under discussion Interpretation: Short-term market stability doesn’t mean underlying risks are gone, especially security and governance issues remain. ━━━━━━━━━━━━━ 🧠 Adu’s Commentary The key point today isn’t how much BTC rose, but that it didn’t fall, while altcoins started moving. This kind of market usually indicates sentiment is recovering, with capital willing to test waters in more elastic directions. But don’t forget, many positives are still at the "expectation" and "discussion" stage. To sustain a lasting trend, it depends on regulatory progress and whether institutional capital can continue to engage. In short: short-term is slightly bullish, structure is improving, but it’s not yet time to go all-in blindly.