币圈火锅
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🎬 $RENDER: Why did I buy this token when the market was most fearful?
Today Bitcoin dropped to $66,000.
Fear and Greed Index 13. Extreme fear.
Everyone is asking "Will it drop again?".
I was doing something else - researching RENDER, and then decided to buy in.
I'll tell you why.
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【Let me start with a shocking advisory board】
J.J. Abrams, Star Wars director, RENDER consultant.
Ari Emanuel, the most powerful agent in Hollywood, RENDER consultant.
Beeple, artist with the highest NFT transaction value in history, RENDER consultant.
Brendan Eich, founder of JavaScript, RENDER consultant.
Fear and Greed Index 13. Extreme fear.
Everyone is asking "Will it drop again?".
I was doing something else - researching RENDER, and then decided to buy in.
I'll tell you why.
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【Let me start with a shocking advisory board】
J.J. Abrams, Star Wars director, RENDER consultant.
Ari Emanuel, the most powerful agent in Hollywood, RENDER consultant.
Beeple, artist with the highest NFT transaction value in history, RENDER consultant.
Brendan Eich, founder of JavaScript, RENDER consultant.
Daily Coin $TAO: The market is crashing, why am I still increasing my position?
Today Bitcoin dropped to $66,000, the Fear and Greed Index is 13, extreme fear.
My TAO position has a floating profit of 57%.
I haven't sold, I'm considering increasing my position.
I'll tell you why.
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【Let me tell you what happened today】
Day 28 of the US-Iran war, Iran refuses to ceasefire, $19.3 billion in long positions forcibly liquidated, the entire market is in despair.
TAO dropped 3% today.
Compare: SOL dropped 4.5%, NEAR dropped 9%, LINK dropped 5%.
On a day of systemic market crash, TAO only dropped 3%.
This is not a coincidence, it is the difference in chip structure—70% of TAO is staked and locked, very few are actually circulating in the market, so the selling pressure is naturally smaller than other coins.
My TAO position has a floating profit of 57%.
I haven't sold, I'm considering increasing my position.
I'll tell you why.
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【Let me tell you what happened today】
Day 28 of the US-Iran war, Iran refuses to ceasefire, $19.3 billion in long positions forcibly liquidated, the entire market is in despair.
TAO dropped 3% today.
Compare: SOL dropped 4.5%, NEAR dropped 9%, LINK dropped 5%.
On a day of systemic market crash, TAO only dropped 3%.
This is not a coincidence, it is the difference in chip structure—70% of TAO is staked and locked, very few are actually circulating in the market, so the selling pressure is naturally smaller than other coins.
🔵 In-depth Research | $SOL: The SEC is meeting today, and this chain may be the biggest winner
Today, March 27, 2026.
The SEC faces a deadline and must make a final decision on 91 cryptocurrency ETF applications.
SOL is on the list.
This is not a rumor; this is happening today.
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【First, let's talk about a perplexing piece of data】
Solana processes 3.5 billion transactions daily. 50 million monthly active users. Daily DEX trading volume is $3.8 billion. TVL is $8.1 billion—all hitting historical highs.
Price $88. Down 66% from its historical peak.
The fundamentals are rising, but the price is falling. This is called 'value gap' in traditional markets. In retail circles, it's called 'no one is paying attention.'
The SEC faces a deadline and must make a final decision on 91 cryptocurrency ETF applications.
SOL is on the list.
This is not a rumor; this is happening today.
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【First, let's talk about a perplexing piece of data】
Solana processes 3.5 billion transactions daily. 50 million monthly active users. Daily DEX trading volume is $3.8 billion. TVL is $8.1 billion—all hitting historical highs.
Price $88. Down 66% from its historical peak.
The fundamentals are rising, but the price is falling. This is called 'value gap' in traditional markets. In retail circles, it's called 'no one is paying attention.'
🚀 In-depth Study | $TAO: It rose by 50%, why haven’t I sold yet?
First, acknowledge one thing:
When a coin rises by 50%, everyone is asking "Should I sell?" My answer is usually — first understand why it has risen, then decide whether to sell.
The rise of TAO this time is not driven by emotions, but by five real events.
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【First event: Enterprise-level AI demand appears on the chain】
The TargonCompute subnet automatically purchased over 300 TAO in a single day, covering 1500 H200 GPUs, processing over 20 billion paid AI inference requests daily.
This is not a test, not a demonstration. It's a business paying to run AI tasks with it.
When a coin rises by 50%, everyone is asking "Should I sell?" My answer is usually — first understand why it has risen, then decide whether to sell.
The rise of TAO this time is not driven by emotions, but by five real events.
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【First event: Enterprise-level AI demand appears on the chain】
The TargonCompute subnet automatically purchased over 300 TAO in a single day, covering 1500 H200 GPUs, processing over 20 billion paid AI inference requests daily.
This is not a test, not a demonstration. It's a business paying to run AI tasks with it.
Zhang Xuefeng's matter is both lamentable and a wake-up call.
There is something inherent in Chinese people, called "unable to stop." On the road to making money, they keep rolling and rolling, pushing their limits further and further, but never stop to look at the scenery along the way. After achieving financial freedom, many people think they will change their way of living, but in reality, they have merely swapped for a bigger stage, continuing to burn themselves out.
Zhang Xuefeng is no longer short of money, but when you watch his live broadcasts, that energy is full, even exceeding full. Anyone who has done live streaming knows it is a genuine mental drain. The enthusiasm in front of the camera hides the exhaustion behind the lens, which others cannot see.
His body has long been sending signals, while he might think he is in great shape. He neglects the importance of rest. Those who have watched his live streams know that he is someone who feels particularly smart! Many times, people often get tripped up by their own cleverness. However, he has genuinely helped countless students with the information gap. Perhaps it is a habit, perhaps it is fear, or perhaps once away from the spotlight, one doesn't know who they are anymore.
This is not just an individual problem. It is a sickness of a generation.
A cautionary tale! $BTC
There is something inherent in Chinese people, called "unable to stop." On the road to making money, they keep rolling and rolling, pushing their limits further and further, but never stop to look at the scenery along the way. After achieving financial freedom, many people think they will change their way of living, but in reality, they have merely swapped for a bigger stage, continuing to burn themselves out.
Zhang Xuefeng is no longer short of money, but when you watch his live broadcasts, that energy is full, even exceeding full. Anyone who has done live streaming knows it is a genuine mental drain. The enthusiasm in front of the camera hides the exhaustion behind the lens, which others cannot see.
His body has long been sending signals, while he might think he is in great shape. He neglects the importance of rest. Those who have watched his live streams know that he is someone who feels particularly smart! Many times, people often get tripped up by their own cleverness. However, he has genuinely helped countless students with the information gap. Perhaps it is a habit, perhaps it is fear, or perhaps once away from the spotlight, one doesn't know who they are anymore.
This is not just an individual problem. It is a sickness of a generation.
A cautionary tale! $BTC
Daily Coin: Analyzing the Life-and-Death Situation of $CRV in the Next 3 Months and the Underlying Team Dynamics
The current $CRV is like an old soldier struggling in the range of $0.22–$0.24. Watching the AI and RWA tracks surge wildly outside, here it is a desolate silence. The fatigue and torment in the holders' hearts are truly understood only by themselves.
Strip away all emotions and platitudes, and focus solely on the coldest on-chain data and the most genuine team actions. You will find that Curve's fundamental logic reconstruction has quietly begun beneath the surface.
1. Core team shift: abandon 'printing money' and firmly pursue 'real money'.
There are still many retail investors complaining about the unlimited issuance of CRV and the continuous decline in value. But after seeing the latest statement from founder Michael Egorov in February 2026, you will understand that the wind has already shifted.
Strip away all emotions and platitudes, and focus solely on the coldest on-chain data and the most genuine team actions. You will find that Curve's fundamental logic reconstruction has quietly begun beneath the surface.
1. Core team shift: abandon 'printing money' and firmly pursue 'real money'.
There are still many retail investors complaining about the unlimited issuance of CRV and the continuous decline in value. But after seeing the latest statement from founder Michael Egorov in February 2026, you will understand that the wind has already shifted.
Wall Street analysts worked through the night to draw the support line, which can't compete with a tweet from the one who understands!
The market is moving in a way that makes you think it's testing an ECG. Playing 'he escapes, it chases' like this every day, whose heart can withstand such 'mouth cannon market control'?
Rather than staring at the news daily guessing riddles and playing heartbeat with traditional markets, it's better to embrace something substantial. Reject the magical, return to consensus:
🔥 $BTC —— Cures all the flashy nonsense.
🔥 $BNB —— Steady as an old dog, golden shovel needs no explanation.
🤖 $TAO —— The windfall of AI is more reliable than the mouths of politicians.
The market is moving in a way that makes you think it's testing an ECG. Playing 'he escapes, it chases' like this every day, whose heart can withstand such 'mouth cannon market control'?
Rather than staring at the news daily guessing riddles and playing heartbeat with traditional markets, it's better to embrace something substantial. Reject the magical, return to consensus:
🔥 $BTC —— Cures all the flashy nonsense.
🔥 $BNB —— Steady as an old dog, golden shovel needs no explanation.
🤖 $TAO —— The windfall of AI is more reliable than the mouths of politicians.
I will stop all analysis and focus exclusively on Trump's thoughts about this world, and how he perceives this world as an adult. How to grow his own assets, if Trump's assets grow, then my wealth will grow, and that would be just right. What is a candlestick? Trump's brush 🖌️$BTC $ETH $BNB
79 days until the World Cup opens: My overall plan for $CHZ
To be honest, I've been quite anxious lately seeing various communities hyping up the World Cup and CHZ.
As an old hand who has experienced the last cycle of bull and bear markets, whenever everyone thinks that a certain certain event will definitely lead to wealth, it's often when the slaughter knife is raised.
In the past few days, I've thoroughly reviewed the information on CHZ, looking at various institutional research reports and on-chain data. Today, I'm not calling out trades, just sharing with my brothers what I've seen and my own operational plan. If you're a fellow traveler, let's discuss; if you think I'm rambling, feel free to lightly criticize.
As an old hand who has experienced the last cycle of bull and bear markets, whenever everyone thinks that a certain certain event will definitely lead to wealth, it's often when the slaughter knife is raised.
In the past few days, I've thoroughly reviewed the information on CHZ, looking at various institutional research reports and on-chain data. Today, I'm not calling out trades, just sharing with my brothers what I've seen and my own operational plan. If you're a fellow traveler, let's discuss; if you think I'm rambling, feel free to lightly criticize.
Jensen Huang's Glance, Institutions Entering: Why I Say the Narrative of TAO Has Just Begun
The warehouse built in 198 rose to 270, and none of them moved.
It's not that I haven't thought about cashing out; I really feel that running away now would be too regrettable.
What TAO does can be summed up in one sentence: it takes the computing power and model training of AI from a few big companies and gives it back to any ordinary person globally. Whoever contributes computing power and trains models earns TAO. This direction is right in the center of future trends, and the demand for AI will only grow larger; the underlying infrastructure will eventually be revalued.
Then there is Jensen Huang. The helmsman of NVIDIA, one of the most central figures in this wave of AI. He was mentioned in the All-In podcast regarding Bittensor, comparing this project to the pioneering distributed computing of Folding@home. When someone of this level says such things, I genuinely respect it with real money. Where the big shots see vision, the end of funding often lies there.
It's not that I haven't thought about cashing out; I really feel that running away now would be too regrettable.
What TAO does can be summed up in one sentence: it takes the computing power and model training of AI from a few big companies and gives it back to any ordinary person globally. Whoever contributes computing power and trains models earns TAO. This direction is right in the center of future trends, and the demand for AI will only grow larger; the underlying infrastructure will eventually be revalued.
Then there is Jensen Huang. The helmsman of NVIDIA, one of the most central figures in this wave of AI. He was mentioned in the All-In podcast regarding Bittensor, comparing this project to the pioneering distributed computing of Folding@home. When someone of this level says such things, I genuinely respect it with real money. Where the big shots see vision, the end of funding often lies there.
⚠️ Deep Research | $SIREN: Mythical Siren, AI meme coin, or a scythe for capital?
First, let's talk about the data and news from these past few days:
In the past 7 days +409%, in the past 24 hours +194%, market cap skyrocketed from zero to $2.2 billion, global ranking 42, daily trading volume surged by 1544%. [36Kr](https://36kr.com/p/3101176894279427)
This is one of the most intense weekly trends in the crypto market this year.
But before you dive in, there are a few things you must know.
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[What is it]
SIREN is an AI meme coin on the BNB Chain, with core products being the dual-personality AI trading assistant: Golden Personality — conservative and data-driven; Crimson Personality — aggressive and high-risk, pursuing extreme returns. [Ofweek](https://ee.ofweek.com/2025-04/ART-8470-2800-30660963.html)
In the past 7 days +409%, in the past 24 hours +194%, market cap skyrocketed from zero to $2.2 billion, global ranking 42, daily trading volume surged by 1544%. [36Kr](https://36kr.com/p/3101176894279427)
This is one of the most intense weekly trends in the crypto market this year.
But before you dive in, there are a few things you must know.
━━━━━━━━━━━━━━━━
[What is it]
SIREN is an AI meme coin on the BNB Chain, with core products being the dual-personality AI trading assistant: Golden Personality — conservative and data-driven; Crimson Personality — aggressive and high-risk, pursuing extreme returns. [Ofweek](https://ee.ofweek.com/2025-04/ART-8470-2800-30660963.html)
🦞 $AKT : A lobster, a computing revolution in progress
In 2023, someone deployed AI tasks on Akash, 80% cheaper than AWS.
The community made this a meme: **even the computing task of boiling lobsters can run on #Akash .**
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【The demand is real, and the bills do not lie】
Many DePIN projects only have white papers, Akash has bills:
In Q1 2025, GPU usage increased by 54%, quarterly revenue exceeded $1 million. Annual recurring revenue of $4.3 million, the highest real income among all DePIN platforms. Venice.ai, FLock.io, and Morpheus are using it for AI inference in production environments, not testing. GPU utilization remains above 70%, with very little idle computing power.
This is not a narrative; it is a business where people are actually paying.
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【Something happened today】
Today, the Burn-Mint Equilibrium upgrade officially launched on the mainnet.
The mechanism is summed up in one sentence: for every unit of computing power consumed, a portion of AKT is burned. The busier the network, the more is burned, making supply scarcer. Within a week of the proposal's approval, supply has already decreased by 13,400, and the contraction of supply officially begins today.
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【The lobster is coming to your home】
In February this year, Akash Homenode went live for public testing. Ordinary people can connect to the network and rent out computing power using RTX 4090 consumer graphics cards to make money. The founder's vision: rooftop solar-powered home computing clusters, recovering costs in 4 years.
The democratization of computing has turned from a story into a product.
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【Risks must be mentioned】
BME needs continuous growth in usage to maintain deflation. Competitors io.net, Render, and AWS remain strong. AKT has a small market cap, and price fluctuations are severe, making it unsuitable for heavy investment.
Real income + today's upgrade + supply contraction are happening simultaneously.
Not every 🦞 can rise, but this one is worth paying attention to today.
The above is personal research and does not constitute investment advice, DYOR. $AKT #Akash #DePIN
In 2023, someone deployed AI tasks on Akash, 80% cheaper than AWS.
The community made this a meme: **even the computing task of boiling lobsters can run on #Akash .**
━━━━━━━━━━━━━━━
【The demand is real, and the bills do not lie】
Many DePIN projects only have white papers, Akash has bills:
In Q1 2025, GPU usage increased by 54%, quarterly revenue exceeded $1 million. Annual recurring revenue of $4.3 million, the highest real income among all DePIN platforms. Venice.ai, FLock.io, and Morpheus are using it for AI inference in production environments, not testing. GPU utilization remains above 70%, with very little idle computing power.
This is not a narrative; it is a business where people are actually paying.
━━━━━━━━━━━━━━━━
【Something happened today】
Today, the Burn-Mint Equilibrium upgrade officially launched on the mainnet.
The mechanism is summed up in one sentence: for every unit of computing power consumed, a portion of AKT is burned. The busier the network, the more is burned, making supply scarcer. Within a week of the proposal's approval, supply has already decreased by 13,400, and the contraction of supply officially begins today.
━━━━━━━━━━━━━━━━
【The lobster is coming to your home】
In February this year, Akash Homenode went live for public testing. Ordinary people can connect to the network and rent out computing power using RTX 4090 consumer graphics cards to make money. The founder's vision: rooftop solar-powered home computing clusters, recovering costs in 4 years.
The democratization of computing has turned from a story into a product.
━━━━━━━━━━━━━━━━
【Risks must be mentioned】
BME needs continuous growth in usage to maintain deflation. Competitors io.net, Render, and AWS remain strong. AKT has a small market cap, and price fluctuations are severe, making it unsuitable for heavy investment.
Real income + today's upgrade + supply contraction are happening simultaneously.
Not every 🦞 can rise, but this one is worth paying attention to today.
The above is personal research and does not constitute investment advice, DYOR. $AKT #Akash #DePIN
Daily Coin: An old project that just had surgery
Let me ask you a question:
If a project ranks first globally in GitHub code submissions, has 8,900 active developers, and is personally led by one of Ethereum's co-founders—but the price has dropped by 90%, would you take a look at it?
This is today's $DOT
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[What is it really doing]
Polkadot is a Layer 0 protocol—not competing with Ethereum or Solana, but connecting them. Each chain has its own logic and tokens, but shares Polkadot's security layer and cross-chain communication protocol. [每日经济新闻](https://www.nbd.com.cn/articles/2025-11-17/4146691.html)
If a project ranks first globally in GitHub code submissions, has 8,900 active developers, and is personally led by one of Ethereum's co-founders—but the price has dropped by 90%, would you take a look at it?
This is today's $DOT
━━━━━━━━━━━━━━━━
[What is it really doing]
Polkadot is a Layer 0 protocol—not competing with Ethereum or Solana, but connecting them. Each chain has its own logic and tokens, but shares Polkadot's security layer and cross-chain communication protocol. [每日经济新闻](https://www.nbd.com.cn/articles/2025-11-17/4146691.html)
🔥 $TAO Three Things Retail Investors Don't Know
Today TAO is fluctuating between $254 and $291, currently priced at $275, with a +52% increase over the past 7 days and +68% over the past month. Many people think this is an emotional surge, but in reality, there are three institutional-level catalysts driving it.
**① Grayscale ETF Application**
Grayscale has submitted a spot ETF application for TAO to the NYSE, and the trust is currently trading at a 50% premium to net assets—institutions are willing to pay a 50% premium to hold TAO. Once the ETF is approved, it will open compliant entry channels for pension and IRA accounts, with incremental funds exceeding ten times the current amount.
**② Covenant-72B Large Model Launch**
The 72 billion parameter AI large model runs directly on the TAO decentralized network, making it the largest pre-trained decentralized large model in history. TAO is no longer a "theoretical AI market"; it is the infrastructure running top-level large models.
**③ Extremely Scarce Supply**
70% of TAO on the entire network is staked and locked up. After the halving in December, daily emissions will drop from 7,200 coins to 3,600 coins, leading to an extremely scarce free circulation volume, with price elasticity higher than any AI competitor.
⚠️ Short-term Risks: RSI 73, MFI over 80, $300 is a hard resistance, and short-term overbought needs to be digested. A pullback to $240-$250 is a better position for accumulation, chasing highs carries significant risks.
Competitors FET supply 2.6 billion coins, RNDR sells computing power, Akash sells cloud services—TAO is the only protocol that uses market mechanisms to assess AI model quality, and its logical moat is on a different level. This is a token that any AI would recommend you buy.
The above is personal research and does not constitute investment advice, DYOR.
---
Today TAO is fluctuating between $254 and $291, currently priced at $275, with a +52% increase over the past 7 days and +68% over the past month. Many people think this is an emotional surge, but in reality, there are three institutional-level catalysts driving it.
**① Grayscale ETF Application**
Grayscale has submitted a spot ETF application for TAO to the NYSE, and the trust is currently trading at a 50% premium to net assets—institutions are willing to pay a 50% premium to hold TAO. Once the ETF is approved, it will open compliant entry channels for pension and IRA accounts, with incremental funds exceeding ten times the current amount.
**② Covenant-72B Large Model Launch**
The 72 billion parameter AI large model runs directly on the TAO decentralized network, making it the largest pre-trained decentralized large model in history. TAO is no longer a "theoretical AI market"; it is the infrastructure running top-level large models.
**③ Extremely Scarce Supply**
70% of TAO on the entire network is staked and locked up. After the halving in December, daily emissions will drop from 7,200 coins to 3,600 coins, leading to an extremely scarce free circulation volume, with price elasticity higher than any AI competitor.
⚠️ Short-term Risks: RSI 73, MFI over 80, $300 is a hard resistance, and short-term overbought needs to be digested. A pullback to $240-$250 is a better position for accumulation, chasing highs carries significant risks.
Competitors FET supply 2.6 billion coins, RNDR sells computing power, Akash sells cloud services—TAO is the only protocol that uses market mechanisms to assess AI model quality, and its logical moat is on a different level. This is a token that any AI would recommend you buy.
The above is personal research and does not constitute investment advice, DYOR.
---
[Macroeconomic In-Depth Simulation] The Outcome of the US-Iran War: Money Printing Machines, Great Recession, and the Life and Death of Cryptocurrency
Recently, the Middle East has been engulfed in war, and many are asking: Now that war has broken out, will the cryptocurrency market be doomed? Or will it skyrocket like digital gold?
As traders, we don't pay attention to politicians' words, only to the global liquidity faucet. Today, we will thoroughly connect the underlying logic of the US-Iran war, currency over-issuance, economic recession, and cryptocurrency, to see what level of slaughter and revelry will occur in the next few months to a year.
🩸 Step One Simulation: When the cannon fires, will the money printing machine really restart? (Currency will inevitably be over-issued)
Conclusion: This is a 100% sure thing. The essence of war is an extremely violent money-burning machine.
As traders, we don't pay attention to politicians' words, only to the global liquidity faucet. Today, we will thoroughly connect the underlying logic of the US-Iran war, currency over-issuance, economic recession, and cryptocurrency, to see what level of slaughter and revelry will occur in the next few months to a year.
🩸 Step One Simulation: When the cannon fires, will the money printing machine really restart? (Currency will inevitably be over-issued)
Conclusion: This is a 100% sure thing. The essence of war is an extremely violent money-burning machine.
If you missed the last round of revelry, keep a close eye on this 'super behemoth'
🚨 2026 Breakthrough Battle: If you missed the last round of revelry, keep a close eye on this 'super behemoth' $NEAR
Countless late nights, as you gaze at the flashing red and green candlesticks on the screen, feeling the fluctuations of your account balance, what surges deep within may not just be a desire for wealth, but also an indescribable fatigue and confusion.
In this market filled with noise and bubbles, we have heard too many myths of overnight wealth and have seen too many figures retreating in silence. True investment has never been about blindly following in the frenzy, but rather about using keen insight to find that seed that truly pulses with the rhythm of the times after the noise subsides.
Countless late nights, as you gaze at the flashing red and green candlesticks on the screen, feeling the fluctuations of your account balance, what surges deep within may not just be a desire for wealth, but also an indescribable fatigue and confusion.
In this market filled with noise and bubbles, we have heard too many myths of overnight wealth and have seen too many figures retreating in silence. True investment has never been about blindly following in the frenzy, but rather about using keen insight to find that seed that truly pulses with the rhythm of the times after the noise subsides.
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