Platform Registration & Discounts - OKX DEX wallet offers a discount registration link [1] - Binance wallet provides a fee discount code [1] - Binance offers a referral activity [1] Social Media & Community - Information shared via Twitter [1] - Telegram group available for community engagement [1] - Telegram contact provided [1] Keywords & Topics - Focus on Web3, Binance, ETH, BTC, and Crypto [1] - Mentions meme coins, Trump, Bitcoin, and related topics like $TRUMP and 川普币 (Trump Coin) [1] - Includes references to Elon Musk and Gork [1]

Project Overview - Brevis is claimed to be the world's fastest ZKVM, achieving 99.6% real-time Ethereum block proof [1] - Brevis's Pico Prism is entering the ZK-EVM proving arena, which is an important step forward in ZK-EVM proving speed and diversity [1] Team & Funding - The founding team members are computer science PhDs from UIUC, MIT, and UC Berkeley [1] - Brevis raised $8 million in a seed round led by Polychain Capital and Yzi Labs (Binance Labs), with participation from IOSG, Nomad Capital, HashKey, and Bankless Ventures [1] User Engagement - Brevis is running a zero-cost activity called Brevis Proving Grounds, which allows users to earn Brevis Sparks (points) [1] - Users can earn points through daily check-ins, liking/retweeting/interacting, and inviting friends from October 13th to November 2nd [1] - From November 3rd, users can interact with dApps that partner with Brevis ZK to complete tasks [1]

Market Analysis & Predictions - Cryptocurrency analysts Ben Cowen, Raoul Pal, and CoinDesk's Omkar Godbole are calling for an altcoin season [1] - The analysis focuses on three key indicators: Bitcoin's historical performance, technical support levels, and the critical positions of altcoins and Ethereum [1] - The report suggests identifying potentially high-growth cryptocurrencies early [1] - The analysis anticipates a potential final surge in the current market cycle [1] Resources & Community - The document provides links to various resources, including a MEXC referral program offering $5 USD and a 20% fee discount [1][2] - It lists Telegram and LINE communities for cryptocurrency learning and updates [1] - It includes links to educational videos covering topics like beginner guides, funding, perpetual contracts, and trading bots [1] Social Media & Contact Information - The document provides links to Bonnie Chang's social media profiles on X (Twitter), Instagram, Threads, and TikTok [1]

Platform Features and Advantages - Mitrade offers trading in global mainstream popular assets such as US stocks, foreign exchange, cryptocurrencies, gold, crude oil, stock indices, and ETFs [1] - The platform is regulated by authoritative institutions and provides a USD 1 million client fund protection policy to ensure fund security [1] - Mitrade offers flexible leverage for different products, with a maximum leverage of 200X [1] - Mitrade has been awarded "Most Innovative Forex Broker" and "Best Mobile Trading Platform" and is favored by 5 million users worldwide [1] Cryptocurrency and Blockchain Insights - The report features an in-depth discussion with Jack Kong, CEO and Chairman of Nano Labs, regarding the amount of Bitcoin young people should hold to ensure a comfortable future [1][2] - The discussion covers stablecoins and US Treasury bonds, the history of stablecoins, and the regulation of stablecoins [1] - The report highlights the shift of the cryptocurrency industry from China to the United States [1] - Bitcoin is viewed as not having peaked, with its growth potential remaining significant [1] - Altcoins are considered to be losing out significantly compared to Bitcoin [1] - The largest risk associated with Bitcoin is discussed [1] - The potential of Bitcoin reaching USD 1 million is presented as a starting point [1] Learning Resources and Community - Free cryptocurrency learning communities are available on Telegram and LINE [1] - A series of cryptocurrency strategy videos are provided, covering topics such as beginner's guides, deposits and withdrawals, perpetual contracts, contract grid robots, grid & martingale robots, cold wallets, and crypto cards [1]

泰达5000亿，以太4000亿，好像不科学啊 ...

Cryptocurrency Exchange Recommendations - Recommends cryptocurrency exchanges Binance, OKX, BingX, and Pionex, offering a 20% fee reduction [1] Solana Analysis - Solana is characterized as fast and cheap, processing tens of thousands of transactions per second at a cost of less than one Taiwan dollar per transaction [1] - Solana is positioned as a potential "Ethereum killer" due to its speed and low cost [1] Disclaimer - Emphasizes that the content is for educational purposes only and not financial advice [1] - Investment involves risks, and individuals are responsible for their own research and investment decisions [1] - The channel shares personal opinions and does not guarantee investment returns or prevent losses [1]

Group 1: ETF Market Overview - In August, U.S. listed ETFs saw a net inflow of $119.3 billion, surpassing July's $115.9 billion and marking the highest monthly record of the year [1] - Year-to-date, the cumulative net inflow for ETFs has surged to $792.6 billion, with the potential to exceed $1 trillion for the second consecutive year [1] - Equity ETFs led the market with a net inflow of $46.5 billion, followed by fixed income ETFs with $40.2 billion [1] Group 2: Performance of Specific ETFs - The S&P 500 ETF - Vanguard (VOO.US) has increased by 11.4% year-to-date, attracting a net inflow of $9.2 billion in August, totaling $81.8 billion in cumulative net inflows [1] - The S&P 500 ETF - iShares (IVV.US) also performed well, with a monthly net inflow of $7.9 billion [1] Group 3: Bond and Alternative Asset ETFs - Bond ETFs gained popularity, with the Short-Term Corporate Bond ETF - Vanguard (VCSH.US) and the 0-3 Month U.S. Treasury ETF - iShares (SGOV.US) among the top inflows for the month [2] - The iShares iBoxx Investment Grade Corporate Bond ETF (LQD.US) saw a net inflow of nearly $3 billion, influenced by narrowing investment-grade bond spreads [2] - The SPDR Gold ETF (GLD.US) attracted a net inflow of $2.6 billion as gold prices approached historical highs, driven by increased demand for safe-haven assets [2] - The Ethereum ETF - iShares (ETHA.US) benefited from Ethereum reaching a four-year high, resulting in a net inflow of $3.4 billion in August [2]

Group 1 - The total market capitalization of stablecoins has surpassed $280 billion, marking a historical high and reflecting strong growth in the stablecoin market [1] - Tether and Circle have minted an additional $8.75 billion worth of stablecoins in the past month, indicating increased demand and user participation in the crypto market [3] - The rise in stablecoin market value suggests a growing need for asset preservation, transaction convenience, and risk hedging among market participants [3] Group 2 - Arthur Hayes predicts that the total amount of dollar-pegged stablecoins in circulation will reach at least $10 trillion by 2028, highlighting the potential impact of stablecoins on the global financial system [4] - Circle has partnered with Mastercard and Finastra to integrate stablecoin settlement functions into mainstream finance, allowing for the use of USDC in international transactions [6] - The emergence of stablecoins is breaking down barriers in traditional finance, enhancing efficiency and reducing costs and risks in cross-border transactions [6] Group 3 - Ethereum is being recognized as a "Wall Street token," with stablecoins necessitating banks and financial services to adopt methods for receiving them, positioning Ethereum as a potential solution [7] - The new decentralized exchange platform XBIT is capitalizing on the current crypto bull market by offering low-slippage trading and high liquidity for major stablecoin trading pairs [9] - XBIT provides high APY stablecoin staking pools and collaborates with top DeFi protocols to maximize user returns during the bull market [9]

Cryptocurrency Valuation of BMW 3 Series - The price of a BMW 3 Series (RMB 300,000 - 350,000) is approximately equivalent to 0.37 Bitcoin [1] - The price of a BMW 3 Series (RMB 300,000 - 350,000) is approximately equivalent to 9.87 Ethereum [1] - The price of a BMW 3 Series (RMB 300,000 - 350,000) is approximately equivalent to 235 Solana [1]

Financial Data and Key Metrics Changes - The company reported a revenue of $700,000 for Q2 2025, down from $1,000,000 in Q2 2024, indicating a decline of 30% [36] - Gross profit for Q2 2025 was $200,000, representing 30% of revenue, compared to $300,000 or 28.5% of revenue in Q2 2024 [36] - The net loss for Q2 2025 was $103,400,000, significantly higher than the $500,000 loss in Q2 2024, primarily due to an $87,800,000 non-cash impairment and $16,400,000 in stock-based compensation [37] - Cash on hand increased to $5,100,000 as of June 30, 2025, compared to $1,400,000 at the end of 2024 [37] Business Line Data and Key Metrics Changes - The company held 24,704 ETH with a net value of $61,500,000 and 164,731 LSEth (liquid stake ETH) valued at $382,400,000 as of June 30, 2025 [33] - The impairment loss on LSE holdings was due to a decrease in market value, with the lowest price during the quarter being approximately $2,300 [35] Market Data and Key Metrics Changes - The company has raised over $2,600,000,000 in investor capital since launching its ETH treasury strategy on June 2, 2025, purchasing more than 700,000 units of ETH [26] - The company closed a $425,000,000 private placement on May 30, 2025, led by Consensus and supported by other prominent crypto venture capital firms [27] Company Strategy and Development Direction - The company's mission is to become the world's largest and most trusted Ethereum treasury company, focusing on unlocking Ethereum's full potential for investors [19] - The strategy includes accumulating ETH for the long term and activating it through yield strategies, including native staking and participation in DeFi [42] - The company aims to increase its ETH concentration metric, which measures the amount of ETH held per 1,000 diluted shares, as a key indicator of value creation [24] Management's Comments on Operating Environment and Future Outlook - Management highlighted a significant shift towards a digitized and decentralized economy, with increasing institutional adoption and legislative support for digital assets [16][17] - The Ethereum ecosystem is expected to grow, with more applications and developers entering the space, supported by major financial institutions [46] - The company anticipates that ETH's market capitalization could grow significantly as the adoption of Ethereum increases [44] Other Important Information - The company is exploring partnerships with crypto-focused gaming platforms to enhance its affiliate marketing business [30] - The management emphasized the importance of risk management in their treasury strategy, leveraging partnerships with leading asset managers and custodians [94] Q&A Session Summary Question: Can you elaborate on the opportunity to activate ETH for yield generation? - Management indicated a focus on accumulating ETH and activating it through various yield strategies, emphasizing a risk-managed approach [42][43] Question: What is the valuation outlook for ETH by 2028? - Management discussed the potential for ETH to reach valuations between $15,000 and $40,000, contingent on increased adoption and application development within the Ethereum ecosystem [44][46] Question: Are there other initiatives beyond the ETH treasury strategy? - Management confirmed that while the primary focus is on the ETH treasury strategy, they are exploring additional revenue-generating opportunities that align with their core business [52][53] Question: How does the company plan to maintain its competitive edge in the evolving market? - Management highlighted the importance of transparency and trust in their operations, aiming to be the most trusted entity in the space [86][87] Question: What are the company's plans regarding debt and capital raising? - Management stated that they are currently focused on equity but are exploring equity-linked securities and other capital-raising structures in the future [75][76]