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 25 Sept 2026, 17:54
Perpetual Contract Inventor: $HYPE is still the best perp DEX, but the risk-reward ratio is no longer as good as in the early days.
He talked about HYPE during an interview at the 2026 KBW venue.
His core point was simple: HYPE remains the best perp DEX, but the risk-reward ratio is no longer as good as in the early days.
His own actions:
He bought HYPE around $30 and sold at $75.
Afterwards, when HYPE dropped back to the $50 range, he didn’t find a suitable opportunity to re-enter.
Bought at 30, sold at 75, then didn’t get back on board.
Why does he still have a positive outlook but stopped buying?
He believes that HYPE still holds a leading position thanks to its liquidity, brand, and tokenomics.
But with more competitors entering, the risk-reward ratio has changed.
Simply put: the best project doesn’t equal the best buying opportunity. The project is still the same, but the price is no longer the same.
Summary of what Ethena$ENA did in September:
Product side:
- Launched EthenaPay beta at the beginning of the month
- Basis trading expanded to stock perpetual contracts
- USDe launched on TRON
Scale side:
- USDe supply grew by over $700 million
- USDe became the second largest collateral asset on Morpho and the largest USD collateral asset, supporting two of the three major markets on the protocol
- USDe rewards launched on Ethereum Aave V4 dedicated Ethena ecosystem market
Institutional side:
- Standard Chartered Bank initiated research coverage on Ethena, forecasting about 8x growth of USDe in the next two years
- Completed SOC 2 Type II audit, with independent auditors giving a clean opinion and no exceptions found
What this means:
First, USDe's growth is not driven by subsidies. Canceling token incentives means future growth must rely on real demand.
Second, institutions are starting to take it seriously. Standard Chartered's research coverage and the SOC 2 audit are signals of institutional entry.
Third, the product line is expanding. From crypto perpetuals to stock perpetual contracts.
The most critical point:
Announced that from the end of the month onward, there will be no ENA token incentives or inflation related to USDe growth.
Canceling incentives is a stress test for Ethena itself. Whether USDe can run on its own will be answered in the coming months.
Standard Chartered's Annual "Roadmap" Full Record: Target Prices for 7 Coins, the Most Aggressive One Expected to Increase 77 Times
Standard Chartered has made many bold predictions about crypto assets this year. I've compiled them for you to see when they might be reached. Target prices for each coin are shown in the image.
Standard Chartered's core judgments are:
1. The scale of on-chain tokenized assets will expand from the current approximately $340 billion to $4 trillion by 2028.
2. The proportion of funds flowing into DeFi will continue to rise, driving DeFi deployed assets to about $2.7 trillion by 2030—roughly 37 times the current level.
The benefit logic for each sector:
$UNI supports transaction demand
$AAVE, MORPHO support lending demand
LINK supports oracle and cross-chain demand
SKY, ENA support stablecoin demand
$ARB supports on-chain infrastructure demand
A mysterious whale sold $ETH and immediately bought $UNI
On-chain data shows that a mysterious whale sold all 167,855 ETH, worth $408 million.
Then, he turned around and bought 3.125 million UNI, worth $24.2 million.
Currently, this UNI position has generated an unrealized profit of $3.78 million.
A few noteworthy points:
First, clearing out ETH and heavily investing in UNI. Selling all $408 million worth of ETH itself is very telling.
Second, the timing of the purchase was spot on. Entered at $7.75, and now UNI has risen above $10, with an unrealized gain of $3.78 million.
Third, UNI's narrative has been changing recently. The SEC's tokenized stock exemption has been implemented, Uniswap's permissioned pool has been named, and Uniswap accounts for 60% of tokenized stock DEX trading volume.
Whale moves are often worth paying attention to.
In the past 7 days, which side, bulls or bears, has been stronger?
Just looked at the Bitcoin $BTC liquidation map. In this chart, you can clearly see which side is stronger:
Red line: cumulative long liquidation intensity. Starting from 83,510, it climbs leftward, exceeding $4.8 billion on the far left. Around 82,500, it reaches $2.65 billion. This means if the price drops, a large wave of longs will be liquidated.
Green line: cumulative short liquidation intensity. Starting from 83,510, it climbs upward, accumulating over $4 billion on the right side. Around 86,000, it reaches $2 billion. This means if the price goes up, a large number of shorts above are waiting to be liquidated.
Currently, Bitcoin's key level is around 82,500, where bulls have heavily positioned; meanwhile, bears are gathering around 85,000.
During the National Day holiday, it appears that bulls and bears are evenly matched, so the market will likely remain range-bound throughout the holiday without a clear direction.
