朱老师区块链

Don't seal the planet, all data is gone, speed up the response! #新手成长营 $BTC

Welcome to the Euro Star Planet! Hello everyone, this is Teacher Zhu. Not chasing trends, not making calls, focusing on macro logic + project research + on-chain real data. In Euro Star Planet, I mainly share: 🧠 Bull and bear cycles and market structure analysis 🔍 In-depth breakdown of potential projects 📊 On-chain data + sentiment analysis ⚠️ Risk warnings, more important than making money If you also: ✔ Don't like mindless bullish calls ✔ Want to see long-term logic instead of tenfold gains in a day ✔ Hope to survive longer in this market Currently, Euro Star Planet is just getting started, and we are open to KOLs and VIP users. We can follow each other and evolve together 🤝 👉 Friends who have already followed, drop a comment in the section, and I will definitely follow back! $BTC

When will the popular VVV, DEXE & STABLE explode? Today, let's talk about some of the hottest projects in the crypto space: VVV, DEXE, and STABLE. They have all entered the top 100 by market cap and have seen decent gains. Let's see if there's any opportunity. 1. VVV First, about VVV. It launched in early 2025, peaked at $21, then dropped for a year. Currently, it has risen from a low of about 1.2 to 19, a 10x increase. The main reason is that the project started a deflationary model in December 2025 (buyback and burn!). So far, 33.74 million VVV tokens have been burned, accounting for 42% of the total circulating supply. The burn amount is increasing monthly; in May alone, $214,000 worth of tokens were burned. The team promises to use revenue for buybacks and burns. What exactly does the project do? From what I see, it’s an AI aggregation platform. You can use various large models like Grok, ChatGPT, Claude, Kimi, Qwen, etc. It also emphasizes "privacy protection," meaning user data won’t be leaked. Personally, I think there are many similar products on the market—AI aggregators focusing on privacy protection. This demand seems moderate for now. Since AI is just emerging, the real demand for privacy protection will likely come after AI sees massive large-scale adoption. Regarding the protocol’s buybacks, although increasing monthly, only about $700,000 worth of tokens have been bought back so far. So, I think the product’s profitability is quite average, with no particularly innovative features. Currently, the market cap is $870 million, FDV $1.5 billion, total token supply 80 million, circulating 46 million. Initially, 50% of tokens were airdropped but not claimed; in May, these were allocated to the burn address, causing a big increase in burn volume that month. No unlocking information was found, so the company and incentive tokens likely still have locked tokens to be released. VVV also has staking incentives. After staking, you can mint a Diem token. Each Diem token generates points daily, which can be redeemed for platform services. Currently, there are over 60 million DIEM tokens. In summary, I believe the revenue generated by this product definitely cannot support this market cap. It’s just a matter of when it will crash. Looking at the previous high of around 19-20, it seems it’s coming soon! 2. DEXE This project is even worse. Despite a recent 7-8x rise, it’s an old project launched in 2020, mainly providing DAO solutions like creating DAOs, voting, proposals, etc. There are many similar projects; I’ve mentioned before that Aragon is similar. Personally, I think this is somewhat of a pseudo-demand! Because if you want to start a project and issue a token, it’s already DAO governance. After all these years, the team has sold off their tokens. The current market cap is $1.4 billion, FDV $1.6 billion. The project has been steady: peak at 27 in 2021, 24 in 2025, now 17. So, how high do you expect this wave to go? 3. STABLE Reportedly a layer1 jointly launched by Bitfinex and Tether, using USDT as the chain’s gas fee. Previously, XPL claimed to be official, and now another called Stable has appeared. Only Tether’s CEO, Paolo Ardoino, is said to be an advisor, but Tether company has not officially announced anything! XPL has already crashed and disappeared, so people no longer believe the "wolf is coming" stories. Stable launched in December 2025, less than six months ago, currently with a market cap of $900 million and FDV of $3.9 billion. The token unlocking schedule is also over 3 years, similar to XPL? I seriously suspect Tether’s CEO is involved in a scheme to fleece investors. One project ends in 3 years, and XPL basically crashed in less than a year. Just a rebranded repeat. Essentially, the project has no real profit-making ability. Although the token has risen a bit since launch, in October 2026 there will be a waterfall unlock, releasing tokens for the team and investors. These two groups will definitely exit. Currently, the unlocks are for ecosystem and community tokens, unlocking monthly, so I think it still won’t recover. In conclusion, all three projects are quite mediocre. That’s why I’m reluctant to talk about new web3 projects—there are no good ones, and ultimately it’s all about fleecing investors. The only thing to do is to short these junk altcoins at their highs. $STABLE $BTC $ETH

Global stock market gains leaderboard this year, the big A didn't lag behind this time. Little Koreans no1. Samsung and SK Hynix drove the entire sector. Big A needs a group of 7 sisters or 2 giants. $BTC $ETH $BSB

HYPE has long said there’s no big problem, with such a strong trend, yet you insist on shorting. Just going against Wall Street, while they’re buying ETFs in bulk! And they’ve only just started buying! $ZEC $BTC

Could this joint crackdown by the eight ministries be the peak for the US stock market? The authorities really want to protect investors. The previous crackdown on crypto was also at the peak of Bitcoin. 😂 #美伊协议基本谈妥，油价暴跌加密普涨 $BTC $ETH

Duan Yongping's Q1 portfolio changes; increased holdings in Nvidia, PDD, BRK, and Tesla. Still daring to buy Nvidia with a market cap of 5 trillion, and Tesla with a 300x PE ratio. So it still comes down to whether it's a good company. $NVDA

I said at the time that Nvidia's earnings report would definitely exceed expectations. Don't be fooled by the 40+ PE ratio and think Nvidia is expensive. With earnings doubling, the dynamic PE is just 20. Do you still think Nvidia is expensive? So don't think the current US stock market is high; it's not. For those who are always waiting for the US stock market to pull back or waiting for BTC to hit 30k, keep waiting! $BTC $NVDA #SpaceX files IPO prospectus: discloses BTC holdings for the first time

The government regulates pig production capacity, 😂 each region has quotas, and exceeding them is not allowed. Why don't you regulate the stock market? Otherwise, the stock market would have taken off long ago. $BTC $ETH

Just afraid that the wanderers are cultured, Iran is charging management fees for undersea cables, mainly targeting major US stock companies like Google, Microsoft, Amazon, etc. It means, Americans, if you dare to fight, I'll mess with your little brothers. This move is really 666, the Americans really have no countermeasures. Can't think of a solution. $BTC $ETH #US Treasury yields hit a 19-year high: risk assets under broad pressure

This Wall Street genius has started shorting chip manufacturers with put options nominally valued at $8.47 billion. This includes Nvidia, Oracle, AMD, Micron, ASML, TSMC, and others. However, most of the stocks in the fund he manages are related to AI infrastructure, holding large amounts of power and infrastructure stocks, such as TSMC. So, I can only interpret this move as an insurance strategy, a hedge, because the fund he manages is only about $10 billion in size. It can't be said that he is bearish; if he were truly bearish, he would have sold the AI infrastructure stocks he holds!

From the perspective of human nature theory, in the last round, everyone believed BTC could reach 150,000, but structurally it didn't. In this round, everyone thinks it will reach 30,000-50,000, but it might not; 60,000 is the bottom of this round! $BTC #美联储会议纪要+英伟达财报：5月20同日公布