半只猴子
半只猴子
交易员，meme玩家。
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7u challenge to one hundred million!
Day 35
Principal 7u, target one hundred million
Currently: 3850u
Living cost: 1950u
Available funds: 1900u+
Haven't opened many positions these two days, today I don't even want to open my phone or computer. Long-term chain scanning and looking at various consultations have made my eyes uncomfortable. Eye drops and eye exercises don't work well, the only thing I can do is to minimize screen time.
Last night I felt $ENA and $ONDO were pretty good, only bought a little spot. Besides these two, the spot is basically BNB; still holding long contracts on $BTC, continuing to hold; watching PONS for fundamentals, protocol revenue, and whether the new coin issuance can pick up; then fully loaded on meme coins.
Current operation strategy remains unchanged: content creation, contracts, and meme coins.
The strategy still uses a barbell approach, doing mainstream top assets on one side and pure meme on the other.
+178.76%
Snapshot at Sep 25, 2026, 17:54
Big brother Maji, lost $11.68 million in 7 days, only $560,000 left in the account
Let's first look at his path over the past month and a half, going long on $ETH:
150,000 → 12,000,000 → 800,000 → 10,000,000 → 1,000,000 → 560,000
On October 5th, he still had an unrealized profit of 5.46 million. In 8 days, it was all gone.
Latest: a cumulative loss of $11.68 million in 7 days, only $560,000 left in the account.
He survived the first five times, each time rolling tens of thousands back to 10 million, which kept telling him "rolling the position is right." So he kept rolling.
Do you think he can still hold on this time?"
Unexpectedly, a coin-hoarding company even more aggressive than MicroStrategy has appeared!
Last week I wrote: The CEO of Strive also issued an orange dot, imitating MicroStrategy's Saylor's pattern,
this is a pre-announcement of an increase in holdings.
Today's announcement came: Strive bought 3,311 $BTC from October 5 to 9,
with an average price of $84,500, raising total holdings to 32,773 coins.
But the real highlight is the comparison with $MSTR — in the same week:
· Strategy bought 250 coins, about $21.5 million
· Strive bought 3,311 coins, about $280 million
Strive's purchase volume is 13 times that of Strategy.
A few days ago I wrote that Strategy's funds are shifting from "issuing shares to buy coins" to "buying back its own preferred stock STRC." Now that someone is buying more than them, it's good for the whole market, reducing systemic risk.
Remember to keep an eye on it: whoever issues an orange dot will announce an increase the next day.
What is the most profitable business in the crypto world?
Money Printer Daily · Day 1
The rankings exclude Tether and Circle—they collect a total of $24.45 million per day, but that’s using users’ money to buy U.S. Treasuries and earn interest, not protocol business.
1. $PUMP 24-hour fees 6.29 million, revenue 2.29 million, retention rate 36%
2. Papertrade 24-hour fees 5.9 million, revenue 5.9 million, retention rate 100%
3. $UNI 24-hour fees 3.46 million, revenue 293,000, retention rate 8%
Fees are what users pay; revenue is what the protocol keeps. The difference in between mostly goes to LPs.
Papertrade has only been live for 3 days. On October 11, it responded to price manipulation allegations—some traders made $1.28 million by pushing $HYPE’s ETH price and profiting from it.
In short: the fee leaderboard shows who handles the most money; the revenue leaderboard shows who actually profits. If you don’t know which coins to buy, check which protocols are the real money printers in the crypto world.
Brothers, life is getting better, and we can all enjoy big meals now
I didn't write content, didn't go long on Bitcoin $BTC, and before going long on $PONS recently, I didn't even dare to add an egg to my small noodles
My friends always thought I liked eating small noodles, but actually it's because small noodles are the cheapest. I eat small noodles often, so if I don't eat them for a few days, I start to miss them. But actually, big meals taste better!
7 dishes, less than 12u, I wonder if the boss can really make a profit?
半只猴子
7u challenge to reach 100 million!
Day 53
Principal 7u, target 100 million
Currently: 3700u
Living cost: 3100u
Available funds: 600u+
Yesterday someone asked me: Why are your expenses so high, 60u a day?
I didn’t listen to Brother Sun before. Marriage, having kids, buying a house, I did it all. These expenses can’t be cut, and there’s no way to cut them. So the question becomes: how to earn 60u a day?
I recalculated and found I made a mistake before.
"13 days left" was calculated by dividing 800u by 60u — treating content income as zero.
· Seriously writing content earns 300u a week, 43u a day → 600u can last 35 days
· If not writing, it only lasts 10 days
So the overall strategy remains: create content, do contracts, play meme
The most important thing recently: participating in a meme challenge, first prize is an Aston Martin.
I have prepared 100u so far, but there are many experts, so I need to leverage AI power. The overall framework is to simulate the human brain through AI, establishing a thinking layer and an execution layer. There are 4 days left, and my main focus is on this.
【Positions】
Holding long $BTC, with significant pullback; $PUMP is losing badly.
$PONS data is too poor, can’t go long.
Also holding a full hand of meme, all trapped.
If it were you, would you hold on for these 35 days, or use 100u to gamble for an Aston Martin?
+51.91 USDT
+93.54%Snapshot at Oct 13, 2026, 08:53
MicroStrategy $MSTR One person is buying Bitcoin, while three others are selling more aggressively
Multiple media reports say last week: 1 increased holdings, 3 decreased holdings, net -89 coins.
The one increasing holdings is Strategy, which bought 250 $BTC.
250 - 89 = 339.
In other words, the other 3 collectively sold 339 coins—MicroStrategy is buying alone, while the other three are selling more aggressively.
And putting together other numbers from this week, the direction is consistent:
· Stablecoin total market cap: -856 million USD (money flowing out)
· DEX spot trading: -19.34% (no one is buying assets)
· DEX perpetual trading: +8.20% (but leverage is increasing)
· Listed companies BTC: -89 coins (institutions net reducing holdings)
These four numbers tell the same story:
No new money is coming in, old money is increasing leverage to bet on direction.
The only exception is on the ETH side.
Bitmine bought 12,532 ETH last week at an average price of about $2,534.
And a few days ago, several large BTC holders exchanged BTC for ETH at an average price of $2,542.
Different entities, buying $ETH at the same time and price range.
Stablecoin outflow is the number I care about most; it determines whether there are still bullets left.
My judgment: Recently many "institutions are rotating positions"—reducing BTC, increasing ETH.
Yesterday's prediction came true today.
I said, "When Saylor sends an orange dot, there is a high probability of a buy announcement the next day."
Today the announcement came: bought 250 $BTC (about 21.5 million USD), and simultaneously repurchased $STRC worth 192 million USD, raising holdings to 848,250.
First, a correction to something I wrote yesterday: I wrote "total holdings 846,000" which was old data,
actual holdings are 848,000. Here is the correction.
But what’s really worth noting in this announcement is not "that they bought," but "how much they bought":
· End of August: 4,603
· September 20: 950
· October 5: 334
· This time: 250
Four consecutive decreases.
Moreover, this time they spent 192 million USD repurchasing STRC, but only 21.5 million on buying coins—
repurchase amount is 9 times the amount spent on buying coins. The money hasn’t decreased, it’s just not spent on buying coins.
My judgment: Strategy’s capital allocation is shifting from "issuing shares to buy coins" to
"repurchasing its own preferred shares." The reason is easy to understand—MSTR’s dilution pressure has grown so large
that the gains from buying coins for shareholders are being eaten up by dilution.
So the "orange dot" signal needs to be reinterpreted:
It still represents "there is action," but no longer means "large-scale accumulation."
半只猴子
MicroStrategy founder Saylor has once again posted an orange dot for Bitcoin, possibly signaling an increase in $BTC holdings.
According to previous patterns, the orange dot represents MicroStrategy's Bitcoin purchase record. This usually means the company is about to increase its BTC holdings.
Moreover, Strategy's habit is to post a preview, then officially disclose the position change the next day.
Reviewing previous actions:
End of August: bought 4,603 BTC at an average price of $80,318
September 20: bought 950 BTC and simultaneously repurchased 174 million STRC
Current total holdings: 846,000 BTC
Why this is worth attention:
First, Saylor's previews have almost never failed. Every time an orange dot is posted, a purchase follows the next day.
Second, Strategy has funds. As of September 13, the account balance available for flexible coin purchases is still $1.3 billion.
Third, BTC is currently around 82,000. This level is still above Strategy's cost basis ($75,416) but not considered high.
Tomorrow, there is a high probability of another purchase announcement.
#机构持续布局，BTC为何仍承压？
Morgan Stanley says tokenized assets will reach $3 trillion to $10 trillion by 2030.
First, let's talk about how uncertain this forecast is. For the same matter, four investment banks have these figures:
· McKinsey (base case): $2 trillion
· Morgan Stanley: $3-10 trillion
· Citi: $5.5 trillion
· Boston Consulting: $16 trillion
The difference between the lowest and highest is 8 times. Morgan Stanley's own range spans 3.3 times—
one institution reporting both $3 trillion and $10 trillion means "we're not sure either."
So what is the actual current size?
Total on-chain RWA protocol scale: $3.2 billion (excluding stablecoins).
If stablecoins are also counted as tokenized assets, it's $306.2 billion.
From $3.2 billion to $3-10 trillion means a 960 to 3200 times increase.
Even using the broader $309.3 billion figure, it still needs to grow 10 to 32 times.
My judgment: numbers like "reaching X by 2030" shouldn't be memorized; the divergence itself is the information—
it shows the growth path of this market is extremely uncertain, and no one is confident.
Where do you think it will land by 2030—McKinsey's $2 trillion, Morgan Stanley's $3-10 trillion, or Boston Consulting's $16 trillion?
🚨 Another whale swapped $BTC for $ETH
In the past 22 hours, a certain address cumulatively swapped UBTC for 16,704.47 ETH,
worth about 42.46 million USD, at an average price of $2541.
The execution path is institutional-level: Hyperunit received UBTC in batches → swapped to USDC →
handled by Wintermute → acquired ETH through Uniswap Dutch auction orders.
This is not an isolated case; there have been two more transactions in the same direction in recent days:
· Today at 09:50, a giant whale sold 410 BTC worth $34.16 million in $HYPE, then bought 14,341 ETH worth $36.14 million on a DEX
· Earlier, Fishpool co-founder Wang Chun sold 235.5 WBTC, swapping for 7,848.5 ETH
Notably, the opposite direction is also happening. An Ethereum Foundation-associated wallet transferred 4,393 ETH (about $11.13 million) to an exchange today. Money is flowing in and out; the market is not unanimously bullish.
This looks more like a "relative value" trade: betting that ETH will outperform BTC, not betting on the market going up. In this strategy, the focus is on the ratio, not the price.
Do you think this is smart money positioning ahead of time, or just another round of chasing highs?
