Mr.Bai 白先生
投研、二级行情分析博主丨17年入圈丨E卫兵总部创始人丨20年开始定投 $BTC 24年公开逃顶丨CyRunner @cysic_xy 丨ED : @TheoriqAI @SuiNetwork @wardenprotocol @arbitrum
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Stock traders hope for a bull market, and the crypto community hopes for a bull market too!
The movie "Bull Market" initially made only a few thousand at the box office, but suddenly went viral in reverse thanks to netizens playing with memes, curiosity, and derivative creations.
When no one is discussing it, it might be worthless; when everyone starts talking about it, the price itself becomes a carrier of attention.
This is true for Memes and bull markets alike!
First comes attention, then consensus; once consensus is reached, only then do people start researching value.
Looking at the latest July exchange report from @CoinDesk, what's impressive is that @Gate_zh ranked fourth globally in CEX market share for both spot and futures markets!
🌟 Spot trading volume: $35.8B
🌟 Spot market share: 4.93%｜Ranked 4th
🌟 Futures trading volume: $276B
🌟 Futures market share: 9.08%｜Ranked 4th
Moreover, the CoinDesk report directly concludes: Gate ranked 4th in combined spot + derivatives trading volume in July.
From the perspective of exchange competition, what I care about more is not the volume on a single day, but whether it can maintain market share even when the market is low volatility and overall volume shrinks!
Honestly, the overall market in July was not very active—CEX spot trading volume dropped 31.2% month-over-month, and derivatives trading volume also fell 21.9%.
In such a market environment, Gate still managed to hold steady market share in both the core spot and futures markets and entered the top 4 in combined trading volume. I think this ranking is quite solid!
I wrote articles related to @cysic_xyz even before it launched on Binance Alpha at base:0x19e8d59ff3d7a31289e0dc04db48d43b02c7ffa6!
What Cysic wants to do is turn "idle computing power" into an asset that can generate income and be circulated.
➤ Simply put, Cysic's model:
🌟 Connect your GPU to the network → provide computing power → others use your computing power → you earn revenue
➤ Now?
🌟 @Cysic_CN not only hasn't neglected their core business, but the token price is also relatively stable. Even amid this AI boom, they seized the time window to launch CyOps Desktop!
🌟 This can be understood as an aggregation of multiple Agents, similar to our Codex. As long as we have ideas, whether for apps, websites, games, or anything else, we build it with CyOps!
If you're interested, you can try it out, since the project team is really doing things!
AI + Crypto is a pretty hot sector recently!
I pay attention to two indicators:
🌟 Whether there are real on-chain application scenarios
🌟 Whether AI can truly enter the trading and execution stages
Today I saw some people discussing @AdaptHF, which covers not just AI Chatbot, but actually puts Agents into on-chain trading, risk control, strategy collaboration, and Agent Network practical scenarios.
The core value of this type of project is not the label "AI + Crypto" itself, but whether the Agent can move from information exchange to autonomous decision-making and on-chain execution.
If AgentFi enters a second narrative phase later, the market may reprice protocols that have already started entering the execution layer!
Regarding the post about the $1.7 million theft on the @Gate_zh platform, the situation is still unfolding.
I have also seen many users in the discussion groups who still support Gate.
Today, Gate CEO @Han_Gate gave a direct response: lawyers have been dispatched to the scene to cooperate directly with the police investigation, and they will actively assist the police in uncovering the truth!
If it is ultimately confirmed that the issue lies with the Gate platform itself, the related responsibilities will be fully compensated! From the current response, at least it feels like Gate is handling this matter proactively.
I think in the end, who is at fault should be determined by the evidence and investigation results!
After all, what users worry about most is the security of their funds, which will always be the most important bottom line for any trading platform!
Dr. Han
A lawyer has already been arranged to cooperate directly with the police on-site to investigate the root cause of the client information leak, track the hacker's funds, freeze related accounts, and assist the police in uncovering the truth to recover losses. If it is Gate's issue, the related responsibility will be fully compensated!
Recently, many people have been writing articles about @velvet_capital, although it's also to compete in the YZi Labs Amplify S1 creator leaderboard. I wonder if their product brothers have used it?
➤ Use Cases
🌟 Especially when brothers are trading MEME, they might encounter situations where the opportunity is on Chain A, but the funds are on Chain B. Velvet can provide a complete full-stack trading experience.
🌟 But Velvet is not just aggregating trades across different chains; it is trying to integrate AI, on-chain data, trade execution, and asset management into the same trading system.
🌟 For example, Velvet has now integrated Perps into the trading terminal and offers perpetual contract trading through Hyperliquid. This means that as long as you spot an opportunity to go long or short, you don’t need to switch between a bunch of tools. This is actually very important for day traders!
▪️▫️▪️▫️▪️▫️▪️▫️▪️▫️▪️▫️▪️▫️▪️▫️▪️▫️▪️
➤ How to Participate?
There is currently an event worth paying attention to: the Velvet Perps Trading Competition!
🌟 They have directly released a 75,000,000 GEMS reward pool, and it’s not just rewarding one type of trading method:
➟ PNL Pool — Compete on profitability
➟ Volume Pool — Compete on trading volume
🌟 In other words, you can earn rewards by trading accurately or by trading a lot to participate in the competition, and you can qualify for both.
So if you are already trading Perps, I think this round is worth focusing on.
Velvet | SocialFAI
The Velvet Perps Trading Competition is LIVE & 75,000,000 GEMS are on the line
Two pools. One deadline. Top traders take home the biggest rewards of the epoch
Trade sharp for PNL, trade often for Volume... and you're eligible for BOTH
Ends August 9. This is your last shot before Epoch 11 drops 2.7M $VELVET (over $1M in rewards) on August 10
The arena's open. LFG.
After reading "The $763.9 Million Shift," on one hand, I explained to our founder Leo @leofanxiong why relying solely on audits is not enough!
On the other hand, my biggest impression is that Web3 security issues are undergoing a fundamental shift!
In Q2 2026, 67 security incidents caused losses of $763.9 million. What is even more alarming is that over 88% of the losses came from the compromise of keys, signers, and infrastructure, rather than vulnerabilities in the smart contracts themselves!
➤ Why is relying solely on audits not enough?
🌟 Because an audit is essentially a security assessment of a piece of code at a specific point in time.
🌟 It does not inherently cover signing devices, cloud infrastructure, CI/CD processes, permission management, third-party dependencies, subsequent upgrades, and so on!
🌟 In other words, an audit proves that "the code might have been fine at that time," but it does not guarantee the entire system will be secure in the future.
🌟 As smart contracts become more mature, attackers will naturally look for new breakthroughs. If directly attacking the code becomes increasingly difficult, they will bypass the code to target keys, infrastructure, permissions, and human operations.
Therefore, the security approach for Web3 must also evolve: from "audit first, then launch" to "design with verifiable security from the start."
This is also how I understand the value of @cysic_xyz!
I believe that truly verifying the system is problem-free might be the real promising direction for ZK and verifiable computation in the Web3 security field.
Brothers, @cysic_xyz is really efficient, the preview was posted on the 9th, and it came out today!
The CyOps Desktop tutorial is already available, you can get the link under the official Twitter!
Use your PC's computing power to build runnable products at a cost far lower than browser-based IDEs!
And it is said to consume fewer Tokens, friends who are interested can give it a try!
Brothers, @dappOS_com's update speed is really a bit crazy, basically delivering a new SOP every few days!
Remember last time I used xBubble to help me make a prediction market website and poster, now I directly coded a real-time virtual person on xBubble.
The key point is not just the video, but that this virtual person can interact with voice in real time and communicate like a live broadcast.
You say something in the chat box, and it can respond in real time. The whole process doesn't require a real person on camera, nor is it a pre-recorded video!
➤ So how can this thing actually make money?
🌟 This is actually quite suitable for Web2, the virtual person can live stream 24 hours according to a script, perform actions in real time, do funny stuff, AI live stream selling courses...
🌟 Maybe in the future, you can directly create an "AI Plaza," where different virtual people each start their own streams, receive users, chat, and sell products?
🌟 For example: prophets, African sisters, virtual anchors, AI teachers... as long as you can write an SOP, AI can help you run that character.
Before, one person doing content, live streaming, and products needed photographers, anchors, programmers, operators...
Now OPC might only need: one person + AI + an idea! This might be the truly interesting part of OPC as I understand it!
白先生ETH
Brothers, last time I used @dappOS_com's xBubble to create a prediction market website, and the whole process took about 10 minutes to code!
In the past, building a website required finding programmers, product managers, UI designers, and lots of back-and-forth communication.
Now, with just one person + AI, you can quickly validate your ideas.
Actually, this trend is no longer just about Web3; many successful cases have emerged in traditional industries.
From graphic design, US stock buy-side research reports, e-commerce applications, AI companions, prediction market trading, contract arbitrage, to mainstream coin technical trading, AI is increasingly taking over more specialized tasks!
More importantly, their iteration speed is really fast; commonly used features are updated almost every few days with highly refined SOPs!
Many processes that used to require half a day of research can now basically be completed with just a few clicks, lowering the learning curve.
This is a huge help for someone like me who works on prediction markets. Besides helping me build the website, xBubble also helped me produce selling points and posters!
Honestly, I barely gave any detailed instructions; many things I hadn't even fully figured out myself!
It not only organized the product's selling points but also created promotional posters, even considering materials needed for different sizes and scenarios in advance. The attention to detail is really impressive.
Recently, they can even directly build and deploy a real-time Robinhood Chain token leaderboard website, using on-chain real-time data instead of a hardcoded token list!
This has been quite popular lately, and I've been using it well. I'll keep following it～
