Ben
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im skipping the line for Polymarket. if you care about being early, use my link: polymarket.com/app/21qk0j
English
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Donald J. Trump Truth Social Post 10:57 AM EST 10/10/25
Some very strange things are happening in China! They are becoming very hostile, and sending letters to Countries throughout the World, that they want to impose Export Controls on each and every element of production having to do with Rare Earths, and virtually anything else they can think of, even if it’s not manufactured in China. Nobody has ever seen anything like this but, essentially, it would “clog” the Markets, and make life difficult for virtually every Country in the World, especially for China. We have been contacted by other Countries who are extremely angry at this great Trade hostility, which came out of nowhere. Our relationship with China over the past six months has been a very good one, thereby making this move on Trade an even more surprising one. I have always felt that they’ve been lying in wait, and now, as usual, I have been proven right! There is no way that China should be allowed to hold the World “captive,” but that seems to have been their plan for quite some time, starting with the “Magnets” and, other Elements that they have quietly amassed into somewhat of a Monopoly position, a rather sinister and hostile move, to say the least. But the U.S. has Monopoly positions also, much stronger and more far reaching than China’s. I have just not chosen to use them, there was never a reason for me to do so — UNTIL NOW! The letter they sent is many pages long, and details, with great specificity, each and every Element that they want to withhold from other Nations. Things that were routine are no longer routine at all. I have not spoken to President Xi because there was no reason to do so. This was a real surprise, not only to me, but to all the Leaders of the Free World. I was to meet President Xi in two weeks, at APEC, in South Korea, but now there seems to be no reason to do so. The Chinese letters were especially inappropriate in that this was the Day that, after three thousand years of bedlam and fighting, there is PEACE IN THE MIDDLE EAST. I wonder if that timing was coincidental? Dependent on what China says about the hostile “order” that they have just put out, I will be forced, as President of the United States of America, to financially counter their move. For every Element that they have been able to monopolize, we have two. I never thought it would come to this but perhaps, as with all things, the time has come. Ultimately, though potentially painful, it will be a very good thing, in the end, for the U.S.A. One of the Policies that we are calculating at this moment is a massive increase of Tariffs on Chinese products coming into the United States of America. There are many other countermeasures that are, likewise, under serious consideration. Thank you for your attention to this matter!
DONALD J. TRUMP, PRESIDENT OF THE UNITED STATES OF AMERICA
English
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幣安 Alpha 重構加密市場的增長飛輪
在這個越來越機構化的市場裡, CEX 早已不再只是撮合買賣的對接平台,而是承擔了資本入口、流量分發、用戶增長三大角色,幣安 Alpha 正是這場變革的核心,它不僅串聯了平台、用戶、項目方與交易者,更是探索具有潛力的新項目,轉化為一個可持續的增長飛輪機會,我用平台、用戶、項目方、交易者角度來分析 Alpha 的敘事結構:
▪️ 平台(從交易撮合到資本流動中樞)
截至 2025 年 9 月初,幣安 Alpha 板塊的日均交易量已達 40 億美元,遠超許多中大型交易所的全站交易量 ,這背後代表的是一種結構性的資金遷移:
👉🏻 Alpha 上架的 274 個代幣中,有 64.6% 開展了 TGE、空投或 Booster 任務。
👉🏻 43.5% 的代幣進入合約市場,14.6% 登上幣安現貨交易。
這不只是數據的堆疊,而是一個篩選 + 驗證的市場機制,換句話說,Alpha 正在成為幣安的實驗中心,任何一個項目想要最終進入會議所的,必須先在 Alpha 完成冷啟動與市場檢驗。
對交易者來說,這是一個極佳的前置信號,如果你能在 Alpha 階段觀察到資金與交易量的累積,就能提前判斷哪些標的具備進一步上市或被資本接力的潛力。
這和我平常透過漲幅榜、視覺篩選器捕捉敘事的邏輯本質一致,不是追逐最後一棒,而是觀察流動性如何流入市場。
▪️ 用戶(收益與參與感的雙重放大)
Alpha 不只是平台的策略工具,更是用戶的收益入口,截至 2025 年 9 月 3 日,幣安已經發放了 120 個 Alpha 空投,並已經有 40 個 TGE 活動,其中最火的前三名:
👉🏻 MYX:單期峰值收益高達 9053 美元
👉🏻 M:單期峰值收益 2114 美元
👉🏻 AIOT:單期峰值收益 1051 美元
這些數據對一名短線交易者來說,Alpha 提供的是一條低成本、高波動的獲利途徑,尤其是幣安推出 Booster 任務後,用戶只需 61 個 Alpha 積分完成指定任務,就能零成本領取空投,像是近期的 XNY、BAS、TREE 等項目,每週還額外提供 40 至 100 美元的穩定激勵 。
這等於幫用戶打開了兩條收益管道,第一個是空投與 TGE(類似一次性收益,高峰期獲利可觀),二是 Booster 積分任務(週期性收益,形成穩定現金流)。
在市場低迷或盤整期,Booster 的存在就像是一個對沖與穩定收益,讓交易者即使不做大倉位,除了維持參與獲得收益外,還可以培養對市場現在新敘事的敏銳度。
▪️ 項目方(冷啟動的流量放大器)
對項目來說, Alpha 不僅僅是一個上幣通道,更是產品冷啟動的最佳解法,以 Mitosis 為例,在其首期 Alpha Booster 活動上線後,TVL 從 8,000 萬美元飆升至 3 億美元以上,參與用戶也突破 9 萬 。
這種增長速度在過去幾乎只能靠外部資金大規模擴張才能做到,但現在 Alpha 透過積分、空投與流量激勵,將成本投放到整個生態,形成了用戶收益 → 專案增長 → 平台活躍的正循環。
從投資角度看,這也提供了一個全新的判斷框架,冷啟動成為觀察 Booster 活動的早期指標,如 TVL、活躍錢包數,而流動性累積可以觀察是否進入合約與現貨市場,並留意上架有無進入每日漲幅榜,最後在資本接力下,觀察是否有大型機構 MM 或 CEX 資金介入,形成價格發現的早期佈局的短線機會。
▪️ 交易者視角( Alpha 作為策略觀察站)
Alpha 已經不僅只是一個幣安的產品功能,更像是一個市場觀察站,作為交易者,我用三層框架來看待 Alpha。
1️⃣ 敘事
觀察 Alpha 板塊近期的活動類型與項目,判斷資金正在追逐哪些敘事,例如 AI、Restaking、BTCFi 等賽道,誰能率先登上 Alpha,往往就是一個早期板塊輪動的訊號。
2️⃣ 流動性
追蹤 Booster 任務與 TGE 的資金流入狀況,如果資金與 TVL 持續上升,意味著市場正在形成流動性共識,有機會成為後面潛力的標的(拉到觀察清單)。
3️⃣ 交易機會
當項目從 Alpha 跨入現貨或合約市場,就是倉位轉移的關鍵節點,這時候很有可能是做多的機會,同時也要評估大戶與空投用戶的出貨策略,配合上線的持倉數據進行評估。
換句話說,Alpha 提供的是類似盤前交易概念,先將價格錨定在一個早期共識後,讓主流的二級交易者還沒反應之前,提前看到資金的流向與市場的情緒波動。
✍🏻 寫在最後
幣安 Alpha 並不是單純的空投或上幣工具,而是一個結構化的增長模型,對平台來說,它確保了交易量與活躍度的持續增長,對用戶來說,它提供了低成本、多層次的收益模式,對項目方來說,它解決了冷啟動與規模化增長的難題。
更重要的是,Alpha 讓交易者有了一個可觀察、可驗證的市場前哨站,這對於短線操作與敘事交易而言,是一個新出現的訊號指標。
在一個越來越機構化、敘事碎片化的市場裡,能夠看見資金的早期流動,就等於擁有了賠率優勢,而 Alpha 正是那個可以讓你看清資本流向的綜合空間。

中文
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