Roger波杰克

Bybit just dropped 10%+ interest on $USD1
Besides Binance and Aster
We've got another battleground
With major coin drops
Now ranked fourth in supply
Every penny spent now
Will be worth ten cents after the genius proposal passes
You feel the hype?

Ban all illegal gains from Tiger, Futu, and ChangQiao related entities both domestically and internationally, bullish on $HYPE $ASTER

Hyperliquid flips Solana.
Bravo!

$HYPE $SOL

Binance Futures has launched $DRAM $CBRS
Popular ETFs, hot new stocks, and blue-chip US stocks
Are now available for trading on Binance
Those who can't open a US stock account have really hit the jackpot
And the privacy features linked with Aster
Will likely solve tax issues within the ecosystem

Sorry, can only pick the weakest 🈳 now
$ETH

It's the new moon again 🌛 $BTC as expected
Both the bullish and bearish structures are really appealing
Trading in the middle is where the subjective trading happens.

USD1 has been refilled, with nearly 100 million USD in incentives issued.

Binance futures has raised the USD1 collateral ratio to 99.99%, which is a direct endorsement of USD1's value and stability.

The BTC/USD1 futures contract is now live, and the USD1 in your portfolio can be directly utilized in the futures market.

Result: USD1 has gone straight into premium.

Chatting with friends over the weekend. A few of my buddies, true believers, had their minds blown by this wave of memory and semiconductor chaos. They asked: Is this what you guys mean by momentum trading for your short-term plays?

Well, it's not always that simple; value investing can also find its own rationale. But my buddy just dropped three lines:
- In a bull trend, there's only one chance to buy at the peak; any other time you buy is a win.
- In a bear trend, there's only one chance to buy at the bottom; any other time you buy means you're taking a loss.
- In a sideways trend, it’s all just a waste of time.
$BTC

USD1 is gradually expanding from the Crypto Native scene into more real-world applications.

A few days ago, it was officially announced that the native USD1 was issued on Tempo, hitting the mark on security and compliance.

Tempo is backed by Stripe, a global payment giant, with over 5 million merchants, capturing around 25% of the online payment market.

- A16Z launched a new fund, revealing their investment focus: stablecoins, payments, lending, perpetuals, prediction markets, RWA
- Binance's golden child Aster went live today with Pop Mart, Xiaomi, MINIMAX, and TENCENT, accelerating the tokenization of stocks
- Crypto narrative is shifting from Web 3.0 ➡️ Finance 3.0

🔥 Heat Long Radar
2026-05-08 08:45 CST

Conclusion: NIL/ HIGH/ D show the strongest long signals, negative funding rates + significant price increase, ample short fuel; BTC/ETH high interest but low volume, SOL has the highest interest but prices are flat.

【Heat Rankings Top5】
SOL 0%｜$1.9B OKX leading in interest
ETH -2%｜$10.5B second in interest
BTC -1%｜$16.6B third in interest
TON +9%｜$458M volume increase
JTO +41%｜$110M funding rate -0.03% + volume increase

【Key Long Signals】 Price increase > 3% + negative funding = ample short fuel
NIL +91%｜Funding rate -0.157%｜$187M｜⛽ strongest short fuel
HIGH +21%｜Funding rate -0.156%｜$13M｜⛽ strong short fuel
D +38%｜Funding rate -0.078%｜$48M｜⛽ strong short fuel
JTO +41%｜Funding rate -0.032%｜$110M｜funding recovering
KSM +12%｜Funding rate -0.018%｜$42M｜funding recovering
NOT +32%｜Funding rate -0.016%｜$42M｜continuing short fuel

【OI Movements】
📈 NATGAS OI +29% Price +4% clear accumulation
📈 BZ OI +11% Price +0% positioning for accumulation
📉 BILL OI -41% Price -2% long liquidation

【Key Focus】
⛽ NIL high interest + increasing OI + funding rate -0.16%, ample short fuel, strong long momentum
⛽ HIGH high interest + funding rate -0.16%, strong short fuel
⛽ D funding rate -0.08% + increasing OI, clear long signal
🔥 CLO high interest + OI +8%, funds actively entering

📊 Data Source: OKX social media heat + volume movements + funding
💡 Negative funding = cost paid by short sellers, the larger the negative value, the lower the cost for whales to push prices up.

🔥 Hype Long Radar | 05-07 00:26 CST

【First Release】
SOON +7% volume spike | FARTCOIN +12% volume spike |

【Hype Rankings Top10】
TON +31% $366M🔥 | ETH -1% $4.0B | BTC +0% $4.5B | SOL +4% $707M
ZEC +33% $936M🔥 | ARKM +9% $9M🔥 | CLANKER +4% $18M🔥
AR +22% $22M🔥 | STX +7% $35M OI-8% fee-0.05%🔥
IO +36% $100M fee-0.12%🔥

【Long Signal】 Price increase >3% + negative fee
JTO fee-0.65%｜up +22%｜$25M
IO fee-0.12%｜up +36%｜$100M
WIF fee-0.11%｜up +12%｜$97M
STORJ fee-0.07%｜up +16%｜$57M
FIL fee-0.02%｜up +12%｜$171M

【OI Movements】
Open Interest Increase: NATGAS OI+48% price-3%
Open Interest Decrease: B OI-8% price-23% | PENGU OI-8% | 1000BONK OI-8%

【Key Points】
NVDA/ONT/VIRTUAL: OI+7~15% capital inflow
JTO: fee-0.65%, maximum short fuel

Upbit just listed: $WIF now available on Upbit spot trading (KRW)
What's the date today?

🔥 Hot Long Radar | 05:13 CST

【First Release】 STX +10% volume spike | EIGEN +16% volume spike | PENGU +14%

【Hottest Rankings Top10】
ETH +1% $2.4B | BTC +2% $18.5B | SOL +3% $1.7B
TON +33% $207M OI+16%🔥volume spike
MORPHO +11% $24M🔥 | HMSTR +4% $13M OI+4%🔥
NOT +24% $28M🔥 | FHE +87% $32M OI+75%🔥
CFG +11% $14M🔥 | STX +10% $25M OI+118% fee -0.88%🔥

【Long Signal】 Price increase >3% + negative fee = short fuel
STX fee -0.88%｜up +10%｜$25M
STEEM fee -0.12%｜up +7%｜$11M
HIVE fee -0.12%｜up +24%｜$63M
DOGS fee -0.09%｜up +73%｜$279M
NIGHT fee -0.08%｜up +6%｜$3M
ACH fee -0.06%｜up +4%｜$4M

【OI Anomalies】
Open Interest Increase: ZEN OI+19% price +9% | NATGAS OI+10% | DASH OI+9%
Open Interest Decrease: SKYAI OI-8%

【Key Points】
STX: OI skyrocketed 118% + fee -0.88%, intense capital battle
FHE: OI+75%, heat continues
TON: OI+16%, heat returns
STEEM: fee -0.12%, ample short fuel

Negative fee = shorters pay, whales pump with low cost to squeeze shorts 🚀

🔥 Hot Long Radar | 2026-05-05 20:46 CST

Conclusion: HIVE/STEEM short-term short fuel is depleted, presenting a short squeeze window; NOT/HMSTR short signals are deteriorating; TON/SOL spot heat dominates, following market sentiment.

---

【Short Fuel Pool — Negative Rate + Positive Price Change = Short Squeeze Momentum】

- HIVE Rate -1.20%/h | Increase +42% | $46M | OI +23% | 🔥 Strongest Resonance
- STEEM Rate -0.95%/h | Increase +15% | $8M | OI +25% | 🔥 Strongest Resonance
- NOT Rate -0.09%/h | Increase +29% | $22M | OI +13% | 🔥 Short Signal Deteriorating
- HMSTR Rate -0.12%/h | Increase +14% | $12M | OI +7% | 🔥 Short Signal Deteriorating
- DOGS Rate -0.06%/h | Increase +109% | $189M | Only Spot (No Contracts)
- 1000LUNC Rate -0.06%/h | Increase +7% | $42M | Negative Signal Transition
- BANANA Rate -0.03%/h | Increase +7% | $4M | Recovery Signal

---

【OI Resonance — Capital Actively Increasing Positions Confirming Trend】

- LAB OI +15% + Price +57% | $320M | Volume Resonance, Large Funds Flowing In
- SNDK OI +17% + Price +6% | $12M | Moderate Position Increase
- 1000BONK OI +16% + Price +4% | $39M | Position Confirmation
- UB OI +11% + Price +8% | $26M | Position Confirmation
- SWARMS OI -10% + Price -12% | Position Reduction Drop, Waiting

---

【Market Overview — OKX Top Ten by Heat】

- BTC +3% | $4.8B | OKX Heat #1
- ETH +2% | $2.8B | OKX Heat #2
- SOL +1% | $439M | OKX Heat #3
- TON +38% | $155M | First Coin by Volume, Not on OKX (Spot Heat)
- DOGS +109% | $189M | Strongest Increase in the Market, Only Spot

---

【Trading References】

- HIVE/STEEM: Short-term short squeeze play, Rate -1%/h, Shorts pay mandatory fees for 8 hours, suitable for ultra-short trading
- NOT/HMSTR: Short fuel deterioration accelerating, ride the wave but don’t chase the highs, wait for a pullback
- LAB: OI and price both increasing, follow the big funds' trend
- DOGS: Spot trading frenzy without contracts, risk unmeasurable by rate, low cost-performance ratio
- SWARMS: OI and price both dropping, waiting

🔥 Hype Long Radar | 2026-05-05 17:28

Conclusion: The TON ecosystem DOGS/NOT/HMSTR launching together, while HIVE/STEEM signal new short fuel.

---

First Time on the List (Key Focus)
- STEEM +12% | Volume Surge | OI+109% | Fee -0.87%
- M +23% | Volume Surge

Hype Top 10
- DOGS +99% | $147M | OI+53% | Fee -0.14% | 🔥 Volume Surge
- TON +29% | $124M | OI+7% | 🔥 Volume Surge
- HIVE +34% | $28M | Fee -0.76% | 🔥 Volume Surge
- TST -16% | $199M | Fee -0.66% | 🔥 Volume Surge
- NOT +17% | $18M | Fee -0.08% | 🔥 Volume Surge
- HMSTR +10% | $10M | OI-15% | 🔥 Volume Surge
- STEEM +12% | $6M | OI+109% | 🔥 Volume Surge
- 4 +6% | $31M | 🔥 Volume Surge

Long Signals (Negative Fee = Short Fuel)
- DOGS Fee -0.14% | +99%
- STEEM Fee -0.87% | +12% | OI+109%
- HIVE Fee -0.76% | +34%
- NOT Fee -0.08% | +17%
- 1000LUNC Fee -0.08% | +8%

OI Anomalies
- LAB OI+42% | Price +56% | $294M
- TAC OI+16% | Price -4% | $23M
- SKYAI OI-11% | Price -8% | $191M

---

💡 Negative Fee = Whale Pumping Short Costs, the more negative, the stronger the short-term momentum.
⚠️ DOGS/STEEM/HIVE have extremely high fees, be cautious with stop-losses in short-term longs.

Pavel Durov's call, $Ton makes a comeback
Telegram's active user count is doing pretty well
The integration with AI Agents is a solid selling point; let's see how the game plays out
Tokens are mainly those old projects; they've become shells, and not much new has dropped this year
Meme/games (just launched $MTONGA, Aster listed $DOGS), DeFi, EVM Layer 2

$PSUS and $PS are new listings related to Wall Street heavyweight Bill Ackman / Pershing Square.

Who is Bill Ackman?
He's one of the most notorious activist investors on Wall Street, and Pershing Square is the hedge fund he founded.
He makes bold bets, pushes for reforms, clashes with management, and publicly goes long or short—his track record has its highs and lows, but the market is always watching what he buys next.

What is $PSUS?
Pershing Square USA, a closed-end fund.
Essentially: it's buying into Ackman's management fund.
Whether it makes money depends on: Ackman's investment skills, fund performance, market premium willingness, and whether it trades at a long-term discount.

What is $PS?
Pershing Square Inc., Ackman's fund management company itself.
Essentially: it's investing in Ackman's business.
The logic: manage more money → earn more management fees; good performance → earn more performance fees; become a "Berkshire-like" long-term capital platform, with greater potential.

Core difference between $PSUS and $PS:
$PSUS = invest alongside Bill Ackman
$PS = invest in Bill Ackman's business

Don't forget to upgrade Hermes; this update transforms Hermes from a tool that needs a restart every time into a context-aware assistant that can keep trading. Hand over long-term tasks, and it will remember them.

-> Added 3 key features:

1. /goal solves the previous session disconnection issue.
Every time a new conversation starts, the context gets wiped, and you have to repeat the background info.
Now you can set persistent goals across sessions; tasks remain active, so next time, just ask for the progress.
Practical use: continuously track a specific sector, set a weekly review rhythm, remember a particular stock-picking preference.
Say it once, no need to repeat.

2. hermes update --yes eliminates the popup risk in cron.
Prior updates would trigger confirmation prompts, causing a stall during automation.
Now, with this parameter added, it runs silently throughout, perfect for all scheduled tasks.

3. Token compression makes better use of the context window.
Previously, system prompts and tool descriptions didn’t count against the Token limit, leading to blind estimates when the model judged remaining space.
After the upgrade, the three items are calculated together, so long conversations won’t get cut off inexplicably, providing more complete and stable outputs.

-> New skills worth noting:

1. humanizer is the most practical tool in this update, designed to remove the AI writing vibe and make it sound more human. From now on, all outputs will directly adopt this style.

2. baoyu-comic can generate knowledge comics, perfect for illustrating content.

3. github suite has been fully restructured, with smoother PR, code review, and repository management processes.

4. mlops series updated to the latest usage, with llama.cpp, vLLM, unsloth, huggingface-hub all refreshed.

5. polymarket and arxiv/blogwatcher have also been enhanced.

XYZ is about to launch Pre-IPO perpetual contracts.

- The docs have been updated, but specific assets and launch times are still under wraps.
- After the stock perpetual launch, trading volumes on Hyperliquid and XYZ have proven one thing: on-chain users have a real appetite for traditional assets.

This time we’re taking it a step further:

- From established listed assets to Pre-IPO valuation plays.
- The casino's boundaries have expanded again—thinner liquidity, bigger volatility, and more room for speculation.

Understand the rules clearly:

- Pricing uses the Hyperp mechanism, with no external oracles; prices are entirely matched by the market.
- The initial reference price is based on the latest funding valuation or IPO documents.
- If the listing is successful, it’ll switch to standard stock perpetuals. The mark price could spike at the moment of the switch, and if you’re using high leverage, it could trigger a liquidation.
- If the listing is delayed or fails, it will settle based on a full lifecycle TWAP—not the last moment’s price, but the complete average price from market open to settlement.

The biggest risk with these products isn't about predicting direction; it's about timing.
- The listing schedule can change at any moment.
- If you're directionally right but can't handle the time lag, the outcome can still be ugly.