September 11th Market Key Insights, How Many Did You Miss?

律动BlockBeats

2025-09-11 20:07

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1. On-chain Funds: $685.2M inflow to Ethereum this week; $170.8M outflow from Sui 2. Largest Price Swings: $ERN, $REX 3. Top News: Native Markets has secured 71.88% staking participation in the USDH auction

Featured News

1. Falcon Finance's USDf Stablecoin Supply Reaches 15.58 Billion, Up 24.88% in the Past Week

2. Native Markets Secures 71.88% Staking Share in USDH Auction

3. Caixin: Major Chinese Internet Companies May Gradually Withdraw from Crypto-Related Business, Several State-Owned Enterprises May Be Absent from Applying for Hong Kong Stablecoin Licenses

4. South Korea to Lift Restrictions on Cryptocurrency Companies Obtaining Venture Firm Status, Provide Tax Breaks and Financing Support

5. pump.fun Has Repurchased Approximately $85 Million Worth of PUMP Tokens

Trending Topics

Source: Overheard on CT (tg: @overheardonct), Kaito

LINEA: LINEA has become a hot topic after being listed on major exchanges, with its decentralized tokenomics and unique economic design drawing attention. There were some service interruptions in the early stages of the listing due to high traffic, but the network has now stabilized. The airdrop distribution process faced challenges, but the majority of eligible users have completed the process. Despite some questioning of its valuation and early hiccups, the community remains optimistic about LINEA's potential to drive Ethereum ecosystem growth.

PUMP: Today's discussions around PUMP focus on its significant buyback actions, with PumpFun repurchasing 6.11% of the circulating supply, approximately $84 million, and a recent additional buyback of $2.5 million. The platform's new fee structure has generated $15.5 million in creator fees in just 7 days, demonstrating strong revenue growth. PUMP's market cap is reported to be $18.8 billion, with over $2 billion in cash reserves to support creator growth. The community sentiment is mostly bullish, often comparing its revenue and market cap to platforms like Twitch, seeing it as advantageous. Furthermore, the diverse range of token products within the ecosystem and strategic partnership with Onboard Wallet are also seen as positive developments. Overall expectations are bullish, anticipating continued growth and buybacks.

FALCON: The $FF token of Falcon Finance sparked discussions during its sale on Buidlpad, with the focus on its innovative "Universal Collateral" infrastructure and the upcoming community sale. This sale adopts a two-tier structure with different fully diluted valuations (FDV), and with Falcon's rapid growth and institutional endorsement, many investors see it as a significant opportunity. While some are concerned about token utility and stablecoin competition, the overall sentiment remains positive, with many anticipating substantial returns from this sale.

BNB: BNB hit a new all-time high, surpassing $900, driven by strong market attention and various strategic partnerships. Key points of discussion include BNB's market cap reportedly exceeding that of large companies like BlackRock and Rolls-Royce, with many optimistic about its potential to reach $1,000; Binance's collaboration with Franklin Templeton to develop digital asset products; and the upcoming airdrop of Holoworld AI (HOLO) for BNB holders. The market's bullish outlook on the BNB ecosystem and its further growth potential have garnered widespread recognition.

AVAX: Today's discussions around AVAX highlight its significant growth and potential in the crypto market, as AVAX broke out of a 213-day consolidation range, surged above $28, and is expected to continue upwards; it has shown strong performance in the Real World Asset (RWA) sector, with an on-chain value exceeding $4 billion. The Avalanche ecosystem's robust infrastructure is attracting institutional interest and tokenization experiments from several large financial institutions. Additionally, the gaming and DeFi sectors are gaining momentum, with new features and partnerships enhancing overall attractiveness. The overall sentiment is bullish, with many expecting its upward momentum to persist.

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Following the in-depth analysis of Sun Yuchen's "Three No's Principle" in the previous article "Sun Yuchen's Lecture 9 Years Ago Made Waves on the Internet: Why Not Buy a House, Car, or Get Married?" we discovered that behind this life choice lies a more profound wealth philosophy: his deep reflections on the essence of wealth, societal changes, and an individual's position in the historical flow. "Not buying a house, not buying a car, not getting married" is just superficial; what's truly worth exploring is: How does Sun Yuchen understand wealth? What insights does he have into China's wealth creation and inheritance dilemma? Why can't Chinese people become rich and sustain wealth beyond three generations? What are the institutional and cultural roots behind this? What kind of era transition are we experiencing in his view? Why did he acknowledge Trump's election as president 9 years ago? The answers to these questions are also hidden in Sun Yuchen's audio course "Road to Wealth Freedom Revolution" from 9 years ago, where, at a life juncture when he had just graduated from PKU, returned from studying in the United States, and was preparing to make a big impact, Sun Yuchen's thoughts explained his personal wealth concept. Over the years, Sun Yuchen has indeed validated his judgments through practice.

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