NuMe Analysis
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▶️ Youtube: youtube.com/@NuMeAnalysis
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👨‍💻 We do on-chain research and updates on #Crypto, including analysis, explanations, and unusual on-chain alerts.

💎For paid/cross promotion: @nofacerrr
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🗓 2025 Crypto August Calendar

August 1 : US - Unemployment Rate
August 1 : US - Nonfarm Payrolls

August 2 : $AIO - Binance Alpha
~August 3 : $ELX - Announcement
August 5 : $TOWNS - Binance Alpha
August 5 : $DRIFT - Fee Model Update
August 6 : $ME - S2 Airdrop
August 7 : US - Reciprocal Tariffs Effective Date
August 7 : US - Initial Jobless Claims
August 7 : $NXPC - Content Update 1
August 8 : RU·UKR - Trump's Proposed Ceasefire Deadline
~Early August : $WLD $ARKM - OpenAI GPT-5
~Early August : $ORCA - Launchpad

August 12 : US - CPI
August 14 : US - PPI
August 15 : SBET - Earnings Call

August 20 : $KAITO - $28.4M Unlock (9.67% of Circ)
August 21~23 : US - Jackson Hole Economic Policy Symposium
August 21 : $NXPC - Content Update 2
~August 21 : $RESOLV - Fee Switch (~10%)
August 21 : Upbit·Bithumb - $STRIKE Delisting
August 25 : $CSPR - Token Launcher
August 27 : NVDA - Earnings Call
August 28 : Upbit·Bithumb - $PUNDIAI Delisting
August 29 : US - Iran Nuclear Deal Deadline (JCPOA)

👀 TBD in August
$WLFI - TGE (Potential)
Linea - TGE (Potential)
$HYPE - Native $USDC Support
Allora - TGE (Potential)
$JUP - Jupiter Lend
$ZRC - Hyperliquid AI Trading Product

👀 TBD in August
$WLFI - TGE (Potential)
Linea - TGE (Potential)
$HYPE - Native $USDC Support
Allora - TGE (Potential)
$JUP - Jupiter Lend
$ZRC - Hyperliquid AI Trading Product
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🚨 Be cautious of significant market volatility in the coming months. 🆕🆕🆕

The $VIX volatility index has dropped by around 45 points since April, reaching approximately 15 — the lowest level since mid-February.

Traditionally, the market tends to experience lower volatility from May to July.

However, starting in August, the $VIX typically rises by about 5 points, or roughly 30%, over the next three months.

History suggests that more turbulence lies ahead.

🧐 @NumeAnalysis
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🚨 Trump Extends Tariff Delay with China – Bitcoin Drops from $122K to $119K 🆕🆕🆕

📰 News
🟢 After recording $1B in outflows earlier this week due to weak U.S. payroll data, the market rebounded with $1.57B in inflows, bringing the net weekly total to $572M.
🟢 Trump extends the trade “truce” with China by 90 days – the additional 10% tariff deadline between the two sides is pushed to Nov 10, maintaining current tariff rates during the extension.
🟢 Strategy purchased 155 BTC worth around $18M (~$116,401/BTC).
🟢 Harvard invested $116.7M into BlackRock’s spot Bitcoin ETF.
🟢 ALT5 Sigma Corp announced a $1.5B issuance package to implement its Treasury strategy for WLFI.
🟢 Heritage Distilling (CASK) raised $220M via PIPE to build a $360M Treasury fund, focusing on Story Protocol’s IP tokens.

🔔 Updates
🟢 Paxos announced it is applying for a trust bank charter with the OCC (U.S. Office of the Comptroller of the Currency).
🟢 LayerZero Foundation proposed a $110M buyout of the Stargate bridge amid token struggles.
🟢 BNC (subsidiary of CEA Industries) purchased 200,000 BNB worth $160M, becoming the largest publicly listed BNB holder.
🟢 Uniswap Foundation proposed the “Duna DAO” model, paving the way for the long-awaited activation of the fee switch.
🟢 Chainlink partnered with ICE, the parent company of the New York Stock Exchange (NYSE), to bring FX and precious metals data on-chain.

💰 Fundraising
🟢 HackQuest_ (Blockchain Service) – Raised $4.1M in a Pre-Series A round led by Animoca Brands and Opencampus_xyz.
🟢 Coolcats (NFT) – Strategic investment from Animoca Brands (amount undisclosed).
🟢 Zothdotio (DeFi) – Raised $15M in a strategic round from Bolts Capital.

🧐 @NumeAnalysis
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📈 Bitcoin Price Hits New ATH 🚀
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🚨 ETH hits another ATH at $4,956 – What’s on this week’s Crypto Watchlist? 🆕🆕🆕

▫️ $HYPE $ETHFI – EtherFi is set to launch perp trading (perpetual contracts) powered by Hyperliquid.

▫️ $S – Voting on Sonic’s proposal to establish Sonic USA as a legal entity and launch the $S ETF will conclude on Aug 31.

▫️ $SILO – Silo Finance’s proposal to distribute 50% of revenue in USDC to xSILO holders is expected to pass today.

▫️ AI Tokens – NVIDIA’s earnings call is scheduled for Aug 27, which could impact AI-related tokens.

▫️ $ANON – Daniele Sesta announced HeyAnon 1.0, the biggest protocol upgrade ever, to be released next week.

▫️ $HUMA – 21% of HUMA’s circulating supply from Huma Finance will unlock on Aug 26.

▫️ $LINEA – Rumors suggest Linea’s airdrop eligibility checker tool will go live next week.

▫️ Macro event – China is reportedly considering approving a CNY-backed stablecoin this month, according to Reuters.

▫️ $BARD – Community sale of BARD (Lombard) is set to kick off next week.

▫️ $POL – Polygon’s CEO will host an AMA to unveil a new development roadmap next week.

▫️ $RUNE – The next major upgrade of THORChain is scheduled for next week.

🧐 @NumeAnalysis
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🚨 Projects with major unlocks this week that you should be cautious of 🆕🆕🆕

🔒 Individual unlocks (over $5M each) include: SUI, JUP, OP, KMNO, HUMA, VENOM, SOPH, ZETA, ALT, SAHARA, and REZ

🔒 Large linear unlocks (over $1M per day) include: SOL, WLD, TIA, DOGE, TAO, AVAX, SUI, DOT, IP, MORPHO, ETHFI, JTO, and ENS

💰 The total value of unlocks exceeds $620M.

🧐 @NumeAnalysis
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🚨 BINANCE TO LIST WORLD LIBERTY FINANCIAL $WLFI 🆕🆕🆕

▫️ Trading Pairs: WLFI/USDT and WLFI/USDC
▫️ Trading Time: 20:00, September 1st (Vietnam time)

Early investor price: $0.015 & $0.05

📈 Currently, WLFI futures are trading around ~$0.33
🤔 What do you guys think the peak price will be once it’s listed on spot? (Total supply is 100B)

🧐 @NumeAnalysis
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🚨 Before a big wave, the sky is often very calm.

On-chain lending has surged in recent months.

With the power of DeFi → margin on margin → opening the valve creates a bubble effect.

The market is holding its breath, waiting for this balloon to burst.

🧐 @NumeAnalysis
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🚨 Total Trend Update 🆕🆕🆕

On the H4 timeframe, the market is still in a bearish structure.

After price touched the OB zone confluenced with the key level of the downtrend (blue), it started to drop again.

However, it is currently being supported by the confluence of OB and key level on the Daily timeframe.

Still prioritizing short setups when price retraces to smaller confluence zones.

🧐 @NumeAnalysis
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🚨 An Open Letter from Justin Sun 🆕🆕🆕

After wallets were frozen by WLFI, Sun posted a lengthy tweet on X addressed to the World Liberty Financials team and the community.

According to Sun, this freezing action was unreasonable. As an early investor, he joined in the same way as everyone else, and all participants deserve fair rights and benefits.

Such measures not only infringe upon the legitimate rights of investors but also risk undermining broader trust in WLFI.

👉 The story is far from over 🤔

🧐 @NumeAnalysis
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🔥🔥🔥 Among these 8 farm-hunted projects, which one will be the biggest win?

🚨 Is airdrop farming dead? Not really!
When the market is quiet, real opportunities for genuine users become much clearer.

👉 Don’t just do a few random swaps — if you want to hunt airdrops now, you need to become a true user. Teams are increasingly prioritizing active users, not short-term farmers looking for quick gains.

Here are 8 highly rated protocols from DefiIgnas for your reference.

🧐 @NumeAnalysis
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🚨 BTC breaks above $114K – will tonight’s CPI shake up the market? 🆕🆕🆕

🟢 The crypto market has been flooded with green as BTC surged past $114K, ETH hit $4.3K, and BNB reached a new all-time high.

▫️ The main driver is seen as the latest U.S. economic data, with the PPI dropping to 2.6%, below expectations — signaling cooling producer inflation and boosting investor confidence.

▫️ However, the real spotlight is on the August CPI and Core CPI figures, set to be released at 7:30 PM tonight (Sept 11).

▫️ The numbers are expected to come in around 2.9%, slightly higher than last month’s 2.7%.

▫️ This is the most important data of the week as it will directly influence the Fed’s rate decision at the upcoming Sept 17 meeting. Currently, CME data shows the probability of a Fed rate cut has climbed to 92%.

🟢 The big question everyone is debating now: will the Fed lean toward two rate cuts or three cuts this year?

👉 The answer will set the tone for the market’s next move. 🤔

🧐 @NumeAnalysis
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Trending today: BNB memecoin
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🗓 Crypto Calendar – Nov 2025

Nov 3: $KITE Binance / $MON Claim End / $ZKP Deadline / $UXLINK Delist
Nov 4: $ETHFI Vote / $XRP Swell / $FTT Appeal
Nov 5: $LINEA Exponent / $ZEC 1Y Halving
Nov 6: $AI16Z Rebrand / BOE Rate
Nov 7: Stable Phase 2
Nov 10: $LINEA $35M Unlock / BOE Stablecoin / Bybit Cat
Nov 11: $LDO Call / $SOL Hackathon
Nov 12: Binance Delist $FLM $KDA $PERP
Nov 13: CPI / $XRP ETF / $PUFFER Unlock
Nov 14: PPI
Nov 15: $STRK $13M / $WCT $17M / $XEC Finality
Nov 16: $IP Buyback End
Nov 17–22: $ETH Devconnect
Nov 18: $TRUMP × MBS
Nov 19: FOMC / $NVDA
Nov 20: $ZRO $38M / $WMT / $PHA L2
Nov 21: $MEGA Alloc
Nov 22: SWIFT ISO20022
Nov 23: $SOON Unlock / NASDAQ Rule
Nov 24: USDai End
Nov 25: $XPL $25M Unlock
Nov 29: $HYPE $428M Start
Nov 30: $ZORA $11M Unlock

Dec:
1️⃣ $ETH ETF Reply
3️⃣ $ETH Fusaka
5️⃣ $QTUM Halving

👀 TBD: $WLFI / $JUP / $BASE / $CC / $FIL / $API3 / $FORM-$BNB / $TON / $LINK / Polymarket

@NumeAnalysis
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🚨 What happened in Crypto in the last 72h?

▫️ HARVARD is buying bitcoin
▫️ Peter Thiel sold half of its Bitmine position
▫️ Abu Dhabi Investment Council is buying bitcoin
▫️ STARKNET Proposes to Make ZTARKNET - L2 for ZEC
▫️ $ASTER explaned tokenomics issues
▫️ Naval argued that “crypto is the technology to replace it.”
▫️ Multicoin Capital invested in $ENA
▫️ Yala's YU Stablecoin is depegged
▫️ $616M have been liquidated over the last 24 hrs

@NumeAnalysis
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🚨 What happened in Crypto in the last 24h?

▫️ Cathie Wood is still 'bullish' on cryptocurrency
▫️ Mt. Gox transferred 10,423 $BTC ($936M) to Fresh Wallet
▫️ Cypherpunk($CYPH) materially increased its $ZEC position to 233,644.56
▫️ Theo have partnered with Stable and Concrete for $thBILL pre-deposit event
▫️ Tether Makes Strategic Investment in Ledn
▫️ Ethereum unveils Ethereum Interop Layer, EIL
▫️ MegaETH Introduces 'Frontier', the official release of Mainnet Beta
▫️ Kraken raises $200M from Ken Griffin’s Citadel Securities with $20B valuation
▫️ New Hampshire Launches First Bitcoin-Backed Municipal Bond

@NumeAnalysis
🚨 What happened in Crypto in the last 24h?

▫️ Nvidia beat earnings expectation, Jensen huang has saved the markets
▫️ Jesse Pollack will launch his own social token on Base
▫️ Naver is expected to confirm its plan to acquire Dunamu, the operator of Upbit
▫️ BlackRock files Delaware name registration for iShares Staked Ethereum ETF
▫️ Lighter has 500k unique traders, implying future announcements
▫️ Nick Timiraos said December is shaping up to be a close call.
▫️ Kraken confidentially files for Proposed IPO
▫️ Nexpace announced 50M Ecosystem Fund

@NumeAnalysis
🚨 What happened in Crypto in the last 24h?

▫️ Ray Dalio warned that We are 80% level of the bubble seen in 1929 and 2000.
▫️ Numerai raises $30M Series C, Led by Top University Endowments, at $500M Valuation
▫️ $BOB Coinbase Listing
▫️ MegaETH Open USDC Pre-Deposit Bridge on Nov 25
▫️ HelloTrade raises $4.6M Seed Round, led by Dragonfly Capital
▫️ Jesse Token launched on $ZORA but it could not avoid sniping
▫️ Unauthorized $NIL token sale by Market Maker
▫️ SPOT BTC ETF buyers's career path: McDonald's

@NumeAnalysis
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🚨 What happened in Crypto in the last 72h?

▫️ $BOBUSDT Binance Perpetual Listing
▫️ $PORT3 Exploits & Binance Perpetaul delisting
▫️ Tom Lee Sees 'Bitcoin as High as $200,000 by the End of Jan 2026'
▫️ Talus Airdrop Checker Open
▫️ Coinbase is Acquiring Vector.fun
▫️ Securitize Partnership with $PLUME
▫️ Kraken Introduces the Nado Spot & Perp DEX on Ink
▫️ Grayscale's DOGE, XRP ETFs to Go Live on NYSE at Nov 24
▫️ Coinbase Monad ($MON) Sales Ended and TGE at Nov 24
▫️ Kaito.AI's Verifiable Mindshare Markets go live on Polymarket
▫️ zkSync proved every L1 EVM block using only two 5090 GPUs

@NumeAnalysis
🚨 What happened in Crypto in the last 72h?

▫️ The White House has launched the Genesis Mission — a Manhattan Project for AI
▫️ $FLUID, $WMTX Coinbase Listing, Wintermute bought $FLUID 2 days ago
▫️ Berachain Documents Show Brevan Howard Fund Offered $25 Million Refund Right
▫️ $WET will be the first token launched via Jupiter's DTF platform On Dec 3rd
▫️ South Korea’s largest cryptocurrency exchange, Upbit, Eyes Nasdaq IPO After Merger
▫️ Changpeng Zhao accused of facilitating payments to Hamas
▫️ WLFI announce buying a memecoin $SPSC to accelerate the USD1 season.
▫️ The Grayscale $LINK ETF (ticker: GLNK) is expected to launch on the NYSE on December 2
▫️ Spark’s voting is now underway to introduce a buyback mechanism.

@NumeAnalysis
🚨 What happened in Crypto in the last ~24h?

▫️ $ASTER Coinbase Perpetual Listing
▫️ $IRYS Coinbase Listing
▫️ It appears that WLFI has resumed its buyback program.
▫️ Klarna Introduces KlarnaUSD on Tempo's Mainnet in 2026
▫️ SEC has issued a No-Action Letter to Fuse energy for the Energy Dollar ($ENERGY).
▫️ Polymarket Receives CFTC Approval, Enabling U.S. Market Access
▫️ Kevin Hessent is now President Trump's top choice to replace Jerome Powell as Federal Reserve Chair
▫️ Doma Protocol Mainnet Live
▫️ America's fifth-largest bank US Bancorp selects Stellar($XLM) chain for stablecoin pilot
▫️ a16z Crypto published: 6 myths about privacy on blockchains

@NumeAnalysis