币毒
币毒
Interview guest in the first issue of "Still OK Life", OKX trendy brand manager, 2025 OKX Outstanding Creator, 2024 OKX Web3 Influencer, 2023 OKX Trading Master, non-famous wild trader/Web3 investor/spot/contract/arbitrage, Twitter X with the same name: Coin Poison
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🐍 Adu Crypto Daily | 05.08
Today's market is weak and consolidating.
BTC fell back to $79,600, ETH, XRP, and DOGE are all under pressure, with DOGE dropping the most, while TRX slightly bucked the trend and turned positive, indicating that funds are starting to shrink towards defensive assets.
Key points:
1. The total crypto market cap is about $2.733 trillion, down 1.41% in 24h, with trading volume continuing to shrink, indicating cautious sentiment.
2. Coindesk mentioned that this pullback is related to the escalation in the Middle East situation; after the US military struck Iranian targets, risk assets overall came under pressure.
3. The futures market has had negative funding for 67 consecutive days, the longest record in nearly a decade, showing that both sentiment and positions are bearish.
4. But the mid-term main themes are still alive: AI Agents, stablecoin payments, tokenization, and DeFi risk control upgrades are still progressing.
5. Coinbase's earnings missed expectations, making the market more realistic—funds are starting to shift from pure concepts back to "real applications" and "real implementation."
My view:
This looks more like a high-level pullback plus a shift to cautious sentiment, not a complete trend reversal to bearish. The key going forward is whether BTC can stabilize again around 79k-80k. If it holds, it’s like a shakeout; if not, altcoins will continue to get hit.
I really get fooled every day, but each time it's different.
Not believing in bad luck, I made another bowl of Vietnamese noodles 🥹
This time it was a bit cheaper, costing 66 RMB 😭
The market hasn't reached 83 yet, which is a short-term long entry point. Although I am subjectively bearish, BTC's daily chart trend is still smooth sailing. Here, I expect a short squeeze at 79-80, which will greatly increase the winning probability.
Trading is a process of waiting, waiting for that one decisive opportunity. If the short squeeze at 79-80 happens this time, it will be one of the best opportunities in 26 years.

币毒
Pessimists are often right, optimists ultimately make money. Being in this industry, we should work hard to build it and spread crypto all over the world.
Next, substantial progress in US-Iran talks, successful Russia-Ukraine peace talks, US stocks peak, and after the crypto market wipes out the stop losses of the 83 short sellers, it sharply declines, entering a long night of deep cultivation.
The next bull market will see blockchain truly change the world ☄️
This bowl of Vietnamese pho costs 88 RMB, really expensive 😭

Pessimists are often right, optimists ultimately make money. Being in this industry, we should work hard to build it and spread crypto all over the world.
Next, substantial progress in US-Iran talks, successful Russia-Ukraine peace talks, US stocks peak, and after the crypto market wipes out the stop losses of the 83 short sellers, it sharply declines, entering a long night of deep cultivation.
The next bull market will see blockchain truly change the world ☄️
This bowl of Vietnamese pho costs 88 RMB, really expensive 😭

🐍 Adu Crypto Daily | 2026.05.07
📊 Market Overview
BTC: $81,033 (-0.13%)
ETH: $2,326.11 (-1.76%)
SOL: $88.17 (+1.92%)
BNB: $643.67 (+1.74%)
XRP: $1.42 (+0.21%)
DOGE: $0.1109 (-3.35%)
TRX: $0.3466 (+0.44%)
Total Crypto Market Cap: approx. $2.769 trillion
24h Market Cap Change: -0.26%
24h Volume Change: +11.20%
BTC Dominance: 58.58%
Summary: The market enters a phase of divergence and volatility. BTC remains stable around 81k, but ETH and DOGE start to pull back, with funds clearly concentrating on a few strong main themes and narrative assets.
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🔥 Key Points Today
1) BTC sideways, altcoins continue to diverge
• BTC basically flat
• ETH drops close to 2%
• SOL and BNB continue to show strength
• Overall market volume up 11.2%
Interpretation: Money hasn’t left, it’s just starting to pick directions. This is not a broad rally, but a "who has the narrative, who has the funds" race.
2) US regulation expectations remain the biggest medium-term support
• White House advisor says Clarity Act aims to pass before July 4
• Also mentioned US Bitcoin Reserve update will be announced in the coming weeks
Interpretation: This is the strongest policy line today. As long as this line holds, the market will continue to price in a premium for US compliance narratives.
3) Traditional finance continues on-chain adoption but admits it’s not fully cleared yet
• Nasdaq president says SEC’s new stance allows the market to "build" again
• DTCC is seeking high-performance public chains for corporate on-chain activities
• But ETF, custody, advisor distribution, and underlying "plumbing" are still not fully integrated
Interpretation: The big picture is positive, but don’t mistake this for "Wall Street is fully in" yet. It’s still a process of trial and adjustment.
4) Stablecoin and payment narratives continue to strengthen
• Executives from Circle, Binance, Revolut emphasize crypto moving towards payments/remittances/financial infrastructure
• Bermuda even uses USDC airdrops to promote local stablecoin payments
Interpretation: The stablecoin narrative is no longer just a concept; regions are competing fiercely for application entry points.
5) Yield strategies become the main trading logic again
• Coindesk directly states: in a quiet market, yield is the trade
Interpretation: This is crucial. It shows the market still has short-term opportunities, but the get-rich-quick narrative is weaker for now. Low-risk yields, wealth management, stablecoins, and RWA attract funds more easily.
6) Don’t forget medium- to long-term risk points
• Quantum migration issues are back in discussion
• Policy-wise, some still block "officials’ interests tied to crypto industry"
• Bittrex wants to reclaim the $24 million fine previously paid to the SEC
Interpretation: The industry environment is better than before but far from "worry-free."
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🧠 Adu Commentary
The clearest feeling from today’s market is: the market hasn’t turned bearish, but it’s no longer blindly chasing gains.
BTC sideways means the overall market is stable, but ETH and DOGE pullbacks indicate high-level funds are becoming cautious.
The most common scenario at this stage is "the index is fine, but your coins don’t rise."
In short: short-term volatility with structural divergence; going forward, focus first on US regulatory progress and whether funds continue to cluster in strong narrative assets.
🐍 Ado Crypto Daily | 2026.05.06
📊 Market Overview
BTC: $81,249 (+1.26%)
ETH: $2,371.68 (+0.48%)
SOL: $86.81 (+2.95%)
BNB: $633.64 (+1.33%)
XRP: $1.42 (+1.51%)
DOGE: $0.1149 (+3.49%)
TRX: $0.3444 (+0.86%)
Total Crypto Market Cap: Approximately $2.775 trillion
24h Market Cap Change: +1.11%
24h Trading Volume Change: -17.40%
BTC Market Share: 58.68%
Conclusion in One Sentence: The market remains strong, but has shifted from a "fierce surge" to a "high-level consolidation." Prices are still rising, but volume is declining, indicating that the market is starting to digest gains above 80k.
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🔥 Today's Highlights
1) BTC continues to stay above 81k, but volume is starting to cool down
• BTC continues to rise
• SOL and DOGE are relatively stronger
• Overall market trading volume has dropped by 17.4%
Interpretation: The upward trend is not broken, but the enthusiasm for chasing prices is not as crazy as the previous days. It feels more like a strong consolidation rather than a mindless surge.
2) Strategy's losses and signals of "possible token sales for dividends" attract market attention
• Coindesk mentioned: Strategy had a loss of $12.54 billion in Q1
• It also released signals about possibly selling BTC to support dividend obligations in the future
Interpretation: This may not immediately crash the market, but it will remind the market that even the most steadfast BTC balance sheet players do not only buy and never sell.
3) Traditional finance continues to embrace crypto
• Kraken is pushing for an IPO and collaborating with MoneyGram to facilitate crypto-to-cash transactions
• The narrative of ETF mainstreaming continues to strengthen
• Robinhood, Citi, State Street, DTCC, and others are discussing tokenization / institutional access
Interpretation: This line is now very solid. The biggest medium-term positive for the crypto market remains the continuous entry of traditional finance.
4) Tokenization continues to heat up
• Consensys continues to assert that "the entire world economy will be tokenized"
• Wall Street executives are also saying that tokenization is not about overthrowing banks, but upgrading banking infrastructure
Interpretation: RWA/on-chain securities/on-chain settlement are transitioning from conceptual topics to genuine institutional demand.
5) Security issues remain one of the industry's biggest hidden dangers
• Kelp and LayerZero continue to blame each other over the $292 million bridge attack
• Drift is also advancing user recovery plans after the $295 million hacking incident
• State Street clearly states: If security cannot be resolved, institutions will find it difficult to move trillion-dollar assets onto the chain
Interpretation: The bull market can continue, but as long as security issues are not resolved, institutions will not dare to fully send.
6) Solana narrative is still on the rise
• Solana co-founder states that the Alpenglow upgrade may come next quarter
• Coupled with recent optimizations in the Solana trading experience by Coinbase, the interest in SOL is rising
Interpretation: If BTC remains stable, high Beta mainstream assets like SOL will continue to attract capital.
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🧠 Ado's Commentary
Today, the most important thing to watch is not whether prices are rising, but that the volume has not kept up during the rise.
This means the market is still strong in the short term, but to continue a rapid ascent, it will need new catalysts to sustain sentiment.
Without larger regulatory, ETF, or institutional buying news, the next phase looks more like high-level consolidation and digestion.
In one sentence: The overall direction remains bullish, but the current position is no longer suitable for mindless chasing; the focus now is on whether BTC can stabilize above 80k.
Previously said that $ETH would go to zero in the long run, and a bunch of people criticized me.
With the recent good market for Bitcoin, where is your $ETH?
E is already the tear of the era, look up and move forward, Bro.
$BTC has already reached 81K, heading towards last November's resistance level of 83K. Correspondingly, $ETH should be at 2700+ right now, but look, it can't even get past 2400.
The heroes have faded, the era of E in 2017 and 2021 is over.

In the past two days, I’ve been buying and paying with the OKX Card.
The overall experience is smooth, and you can use Apple Pay wherever cards are accepted.
First, the most important point: no fees, no top-up charges.
Rewards are divided into two parts: one is the USDG investment rewards, and the other is the card payment rewards.
When using the card with cashback rewards, the checkout is cheaper than Alipay, WeChat, and bank cards. For new cardholders, spending over 100 USDG gives a cashback of 10 USDG, with no top-up fees.
It’s recommended to exchange USDT and USDC for USDG; the first 10K USDG can also earn investment returns. The base rate is 4%, VIP1 is 6%, VIP2 is 8%, and VIP3 to VIP9 is 10%.
In the past few days, each payment has been cheaper by dozens to hundreds of baht compared to paying in Thai baht; the larger the amount, the more you save. The basic cashback reward for the payment module is 2%, which seems a bit lackluster for non-VIP users since the cap is 5 USD/month.
However, as VIP levels increase, V1 corresponds to 4% with a cap of 100 USD/month, V2 corresponds to 4.5% with a cap of 200 USD/month, and V3 corresponds to 5% with a cap of 800 USD/month.
But it’s understandable; after all, the U Card is more like an "ecosystem infrastructure" and retention tool for exchanges rather than a high-profit business. Safety is paramount alongside low fees, just like there are so many U Cards on the market, why choose the OKX card? Because it’s OKX.
Overall, the OKX Card is incredibly solid among U Cards.
Currently, the biggest problem I’ve encountered is that spending feels unreal; after paying, my Alipay/WeChat and bank card balances don’t decrease, often leaving me in a daze as if things are free 🥹 #OKX #okxweb3 @okxchinese


