02-20
@tmel0211
I would like to share a short essay about the Hong Kong Consensus Conference: 1) Like the previous meetings, many people were running around the side events around the main venue. In addition, they were not familiar with the map of HK. They ran around and arranged dinners, and their legs and feet were broken. The physical fatigue was beyond words. But it didnt matter. The mental fatigue was even more tiring. When would it end? 2) Even in such a big environment, there were still a lot of people at all the big and small events. From the emotional point of view, they were not bearish at all. Perhaps most people came for the emotional value. In fact, the most popular one was the Solana ecosystem, and the events were full and could shock Sir. In comparison, the related events of Ethereum, BTC layer2, etc. were much bleak. I can only say that they were once glorious in the past. 3) Although it is the Consensus Conference, after getting in touch with more people, I feel that this is the consensus conference with the least consensus? The consensus of the entire industry is being seriously torn apart. The technical narrative PVE consensus is saddened by the MEME narrative PVP consensus, the diamond hand consensus of the diamond hand holder is ashamed to speak out under the trader consensus of the young P general, and the old teams technical build consensus is out of tune with some marketing Tokenomics topic projects, etc. It seems that the consensus is divided, but behind it is actually the collapse of the unified values of the industry. After Consensus, I am afraid that Polarization will become the norm; 4) Many old people in the currency circle have responded that the market environment has changed. In fact, the market must not be wrong, but the old leeks past empiricism is no longer useful. The old leeks used the logic of the bull-bear conversion in the past two cycles to speculate on the currency, but found that the four-year cycle conversion has failed. The market defines the bull market around the hot narrative, which comes like the wind and leaves without a trace. When you are still swearing that the bull market has just begun, the bull market has already ended; 5) Don’t complain that it has become difficult to make money in the market. In fact, it is just that the audience for making money has changed, and the mode and logic of making money have changed. There are now a lot of market assets, and market attention (Mindshare) controls liquid wealth. Young post-00s P players who can stay up late dare to rush in, make money and run, have energy and courage, and become the lucky ones in this round of PVP narrative. In comparison, the old leeks with diamond hands have no chance of winning at all. However, every PVP wealth feast ends with a large amount of liquidity withdrawal, and it is not clear how long this squid game can last; 6) I can feel the loneliness of a group of idealistic builders who uphold the technical narrative. This kind of frustration is different from the past. In the words of an old OG, the technical roadmap has been implemented step by step, TGE has been held as required, the community has been maintained, and the narrative has been continuously updated in combination with hot spots, but the coin price just cant be lifted. If those who work with idealism in mind do not receive corresponding gifts from the market for a long time, does it mean the exhaustion of innovative power? If the currency circle loses the idealistic geek spirit, what kind of spirit should the Crypto industry use to hedge against the stigmatization of casinos by the outside world. What, dont even need to disguise? 7) The people on the AI Agent car are basically trapped badly, but most people still have faith in the future of AI + Crypto narrative. I have always emphasized that, apart from the short-term application value of AI Agent landing, the key is the value of AI Agents consolidation and activation of old narratives such as layer2, ZK, modularization, chain abstraction, etc. It can give the old narrative a new build direction and make it possible for infra that has not been landed to be applied in advance. In short, AI The sacrifices brought by the current burst of the Agent bubble are not worth mentioning compared with the reconstruction value of the future major changes in the bottoming industry; 8) The operating logic of the secondary market has completely changed. BTC is the only one hanging in the sky with ETF OTC funds dragging the bottom. ETH, SOL, and BSC are fighting fiercely at the ecological niche level, but no matter how they fight, the market unanimously believes that there is no overall rise in the cottage season. What kind of locomotive you choose determines what kind of results you can harvest. Once you choose the wrong one, the result will be embarrassing, for example, if you are unlucky enough to stand on the layer2 team. 9) The on-chain world has become the hope of most people in the currency circle, but compared with the difficulty of making money in the CEX secondary market, the pure speed pass PVP environment on the chain is also challenging for most audiences. After the chaotic era, the on-chain world must be reshaped from the entire chain of asset issuance, community cohesion, CEX connection, and technology application landing. Obviously, a story on the chain without asset issuance threshold restrictions and continuous technological innovation empowerment cannot really change the Crypto world.(来源:
Twitter )
02-19
@off_thetarget
It is necessary to reveal a little bit of the market manipulation techniques - adding and subtracting pools. Assuming that we are a plate that seems to be launched from pumpfun and is relatively fair, we will not talk about how to do insider trading here for the time being. The initial buy can be pulled to 10-20%. At this time, the new address that has been transferred in batches and has been reversed a few times can follow the internal market in seconds. The current control rate is more than 50%. Add some funds for pulling the market yourself, and you can pull the market by 15x-30x the market value within 500,000-1 million yuan. If the operation is better, and the active mm+marketng cooperates better, it can exceed 50x MC. Now comes the point, such as the method of adding and subtracting pools. If I want to pull the market, but dont want too much capital investment, I have two options. 1. Use robots to increase the volume to ensure that it is on the dexscreen rank list within a period of time, and continue to absorb traffic and funds. 2. Reduce the pool + If the pull is the second case, then in the case of a relatively thin pool, a solid big positive line can be pulled out. At this time, wait for the robot to catch up and call your cabal partner. It is easy to have a high market value and a low liquidity pool. This % is sometimes lower than 100%. The lower the false price behavior, the more exaggerated it is. So how not to attract other peoples attention and gently ship? For example, $duo? After meeting the above support level, a few large purchases can shape a trend. The extension of the trend is very suitable for adding pools. Why? 1. In the process of rising, the ladder-shaped addition of pools will make the price behavior of dip not obvious. A better example is that the early on-chain K-line of $trump fluctuated up and down in 1 minute. That is because the pool is thick, the frequency is high, and the price behavior is desensitized and will not be smashed very hard. This is in line with gentle shipments. Although the wear is large, it will not cause great damage to the K-line. After reaching the expected target, slowly reduce the pool + shipment, and repeat this process. It is easy to ship within a large framework. Finally, I say it again, it is very important! The meme chips are only available once, and the dealer will not take them back at the bottom. The meme chips have no meaning and value. If you have capital, you can completely restart a plate. Finally, if you can see this, you should buy some $duo. This is a typical method of adding and subtracting pools.(来源:
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02-17
@tmel0211
Looking at the piles of AI Agent projects that have almost fallen to the bottom (19B——>6B), there is a sense of death pressure of collective annihilation. In addition to heartache, many people are confused. What happened to the AI Agent sector? After reflection and review, I would like to share a few opinions: 1) It is common to see a mountain of corpses in the early stage of a new trend, because the speed at which the troublemakers issue new assets is much faster than the speed at which innovative projects are implemented. Most people are forced to PVP in a pile of unverified concepts. Although we investment research bloggers try our best to discover valuable projects with a PVE mentality, we cannot escape it in essence. The AI Agent narrative revolution is still a masquerade with AI MEME. However, the Fomo or pessimistic sentiment of retail investors cannot determine the final outcome. Once AI Agent runs out of the new Lego paradigm of sustainability, the choice of the main funds can prove whether AI Agent can become a trend. 2) Backed by the historical integration direction of AI + Crypto, AI Agent cannot be falsified. In the short term, many people will criticize the concept of AI Agent in web3 based on the application value of AI Agent in web2, which is understandable. However, the core of AI Agent driven by applications will not change. It is just that web2 has chosen business models such as API calls and user payments, while web3 has chosen Tokenomics. Therefore, all abstract concepts above AI Agent will be verified in single AI application scenarios. For example, for DeFai-type AI Agent, using TEEs to realize self-custody of assets is only the first step. Whether AI can autonomously convert into real operations such as Swap and Staking based on natural semantic understanding is the second step. However, the logic of truly verifying the maturity of the business model is that AI Agent locks in the growth of TVL, the increase of TXs executed by users based on AI Agent, and the optimization of user UX experience (Gas friction, profit probability, etc.) by AI Agent executing on-chain transactions. Before these cannot be verified, it is difficult to be 100% sure which project will come out; before that, put aside the anxiety of missing out on MEME and lock in the innovative landing benefits of some valuable projects until a truly breaking business innovation point appears and a mature foundation that can accumulate and enrich the business value of the combination is formed. 3) AI Agent seems to have been subdivided into many sub-fields including single AI, framework standards, DeFai, etc., but it has basically not gotten rid of the temperament of a grassroots team. Although any innovation field cannot get rid of the chaotic state of the chaos era in the early stage, the products behind the #ai16z open source spirit totem are lacking in innovation, the mature Agent landing challenges behind #Virtuals innovation, and the market expectations of 30-300M that can be brought by a dev, a repo, and a potential business roadmap are obviously irrational. It should be said that the wrong valuation and pricing system, the wrong PVP speed pass Fomo environment, and the lack of confidence in value innovation have jointly caused the short-term collapse of AI Agent. Fortunately, the market expectations of AI Agent are still there. Although the iron-blooded holders are in pain, they are still holding on. Many entrepreneurial regular forces with strength, technical content, and high barriers are running into the market, such as: #arcs continued pursuit and challenge of ai16z, etc. Obviously, the early AI Agent web3 project model that relied on AI Agent narratives for rapid asset issuance and MEME-based gameplay has been falsified, and the next wave of innovation is gathering strength. This market cooling-off period may be the right time window for investment and development of potential projects. Note: With blood flowing like a river and the light yet to shine, please comment, do you want to continue to fight and stay?(来源:
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02-13
@_FORAB
It is indeed a copycat bear market. PI has returned. Here is some basic information: 1. PI is the largest pyramid scheme in the Chinese-speaking world. 2. Mining can be done directly with a mobile phone, so the threshold is low. 3. Inviting others can increase the mining speed. 4. As the number of users increases, the mining rewards will gradually decrease. 5. In terms of narrative, PI coins are also called Pi coins, which can be used for real consumption. 6. Pi coin holders believe that its future market value can be comparable to Bitcoin.(来源:
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02-11
@evilcos
In the past two months, countless non-Crypto AI Agents have been launched, and the competition is very intense, especially after DeepSeek came out. Europe also launched Mistral AI. Countless AI Agents have played countless tricks based on various LLM APIs + major Web2 OAuth protocols + major cloud platform services. On the other hand, in the AI Agent industry of Crypto, a lot of people still focus most of their attention on token prices, and almost no one cares about real innovation and breaking the circle. You tell me there is still hope? What is the future? Be serious, dont get too high, its not shameful to make money by speculating in cryptocurrencies, but self-hypnosis is really terrible.
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02-05
@tmel0211
Good luck to the start of the work! By the way, let me talk about some of the incredible points in the market recently, as well as some views on the future market trends: 1) The emergence of $TRUMP coin has indeed brought a lot of increment to the currency circle, and there are many new users entering the market through channels such as Xiaohongshu, but the wealth-creating effect of the US Presidents MEME coin does not have enough time to digest and undertake. Even if some incremental users and funds come, I am afraid that they will be ruthlessly persuaded to quit the currency circle before they can be converted into new users on the chain. However, the TRUMP team, like a magic mirror, has defeated the technology, narrative, build, coin issuance, empowerment ecosystem that has been balanced in the currency circle for many years, allowing everyone to see the core of the currency circle that is too Gambling. But with the same Gambling trump card, CEX may be powerless to save the situation. After all, VCs, exchanges and other egoists who are stuck in key ecological niches will become the biggest obstacle to retail investors profits, but DEX naturally does not have these obstacles. When TRUMPs destructive liquidity bloodletting ends, a new prosperous market on the chain will start again. Focus on the chain is the main theme of 2025, and it has nothing to do with the bull and bear markets. 2) DeepSeeks breakthrough in the pricing of AI large-model computing power costs is obviously a big boon to the AI Agent track in terms of technical background, but its bubble suppression of Nvidia in the US stock market has caused web3 AI Agent assets to suffer a wrong kill. But in essence, this is the rational retreat of the narrative bubble of AI Agent asset issuance. The market has revealed a truth with the continuous decline in prices. Although AI Agent has gone through a round of narrative evolution from framework standards, single AI, chainization, DeFai, MetAiverse, etc., the fragile problems such as immature project technology landing, conspiracy groups playing the leading role, and asset valuation systems without value support have all been exposed. The current AI Agent is still on the eve of Summer, and a thorough reshuffle is needed to reconstruct everything. But fortunately, there will be nirvana rebirth after extinction. 3) The market suddenly turned bearish in an absolute bull market sentiment, with a crypto-friendly government + a spark of spring on the chain + numerous products, protocols and MEMEs in the market. Looking at the fundamentals, it seems that the prosperity of the currency circle is approaching, but it unexpectedly went bearish? Although it is still unclear, it will take some time to repair the damaged emotions and asset losses. The core logic is just one point: there are too many asset targets in the Crypto market, and the market lacks sufficient incremental users and funds. Relying on the attention of Fomo sentiment cannot drive the general rise of existing old assets. In other words, everyone has the heart to accompany the growth of the industry with PVE, but they can only do endless PVP in order to survive. If the industry will eventually suffer a wave of natural disasters under the nature of excessive Gambling, then the new narrative of AI Agent is the Nezha who breaks through all this with my fate is determined by me, not by God. AI Agent can bring new life to old narratives, bring new vitality to on-chain DEX, and bring about a new PMF involution cycle centered on products + applications… Even if AI Agent has given me nothing in the short term, it does not affect my infinite longing for it at all. Because it can accelerate the integration of AI and the Crypto world and make everything better.(来源:
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01-26
@haze0x
Trading memecoin on the chain has generated a lot of community primitives. Maybe newcomers dont understand what everyone is talking about. GMGN sorted it out for everyone: P soldier: assets below $1M P general: assets $1M - 5M P general: assets $5M - 10M P marshal: assets above $10M Car head: refers to the address that is monitored by many people and has a significant impact on the market after buying or selling. Pouring: selling coins to others means smashing the market. Package: describes a certain event CA: send out the token contract address Sitting: refers to a trading behavior of staring at the information on the chain for a long time and looking for opportunities Chain emperor: a player with sharp on-chain operations, extremely high winning rate and extremely high returns Fool king: a player with extremely low winning rate and extremely high losses Block: a behavior of buying and falling Teasing PVP: a trading behavior of buying when the market value is extremely low and selling quickly to earn profits, and correspondingly, someone will lose money. Trench: refers to trading memecoin on the chain, which is extremely risky, just like fighting in a trench. Chain scanning: Keep looking at new assets issued and look for opportunities to buy. Angle: What is important about memecoin is emotion and storytelling. How to discover the value of this virtual asset? Everyone calls it finding an angle.(来源:
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01-20
@V1JeromeLoo
The essence of making money in the cryptocurrency world can be attributed to four differences: First, information gap - what I know, you dont know yet; Second, cognitive gap - what I understand, you dont understand yet; Third, execution gap - you and I both understand, but I dare to do it, and you are still hesitating; Fourth, competition gap - you and I are doing it, but I do it faster and better. In the cryptocurrency world, the winners are often not the smartest but those who can see the direction in the chaos, keep their minds steady and act decisively. The real opportunities belong to those who can keep learning, adapt to the market and dare to take action. Therefore, recognizing the gap, improving yourself and ultimately outperforming the market is always the compound interest of cognition and execution.(来源:
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01-15
@tmel0211
A brief analysis of several deterministic trends in the AI Agent track: 1) TEE will become a new underlying infrastructure in the AI Agent era; Just like the technical status of ZK in the layer2 narrative, TEE will become a trendsetter in the new round of AI Agent trend. The core reason is that TEE can solve the problem of trusted isolation environment in the hardware terminal environment, and it naturally has privacy and remote verifiability. It can become a key component of Agent-issued asset custody private keys, Agent privacy data collection and application, Agent edge computing DePIN infra construction, etc. under the background of everyone is equipped with AI Agent; 2) AIXBT will become Mindshares strongest single AI; Compared with other vaguely determined AI Agent directions such as framework standards, chainization, DeFai, GameFai, etc., the narrative logic with single AI as the attention grabber is the most grounded, and there are deterministic growth opportunities. For example, the global growth of its Twitter followers, the convergence of its business scenarios towards Trading, the synergistic effects of its cooperation with other AI Agents, etc., are all highly deterministic and extensible business ideas; @aixbt_agent 3) ai16z will be the spiritual totem of the AI Agent open source ecosystem; Compared with the uncertainty of the closed-source ecological expansion of the Virtual ecosystem, #ai16z adheres to the combinatorial innovation drive of the open source community and has a relatively clear development certainty. However, with the exposure of a series of endorsement events, in the future, ai16zs thigh-holding posture will tend to the direction of open source technology sharing, while pure MEME or conceptual alignment will hardly enjoy the growth buff expectations of the whole family bucket; @shawmakesmagic 4) AI Agent will usher in many number one players; The overall feeling of the first stage of the AI Agent track is that chaos and opportunities coexist, but the overall grassroots team is more. With the exposure of many problems in the chaos, AI Agent is being included in the strategic evolution direction by mainstream VCs, project parties, exchanges, etc. The market will be further chaotic and turbulent in the early stage of the entry of the regular army, but after a reshuffle, excellent leading projects, especially those with clear business paths and clear continuous empowerment plans, will become the new round of mainstream, and projects that have been purely MEME-based in the past and cannot keep up with the subsequent empowerment may fall behind; 5) The chainization trend of AI Agent will be further accelerated; AI Agent is only the starting point for the fermentation of AI + Crypto narrative. The MEME-based asset issuance narrative can attract attention, but how to build the subsequent AI Agent framework standards, how to interoperate multimodal AI Agents, how to connect AI Agents to DeFi and GamFi, etc., require a set of predictable exploration directions around Chain. For example, DA, Oracle, interoperability, Chain Abstration, zkVM, etc. will become the necessary infrastructure for the chainization of the new generation of Agents, and will also reconstruct the original old narrative innovation. If nothing unexpected happens, each direction may give birth to a new AI Agent infra supporting project with a 1B level expectation. Note: Thanks to @okxchinese @Mercy_okx for organizing the New Years Eve dinner. I had in-depth communication with OKX bosses, many big KOLs, and some Builder project parties in the past two days. I have a lot of feelings. There is no other way but to continue building and work together to promote the formation of the main upward trend of AI Agent.(来源:
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01-09
@YeruiZhang
Lets briefly talk about the three forms of SVM, which are also the three forms of VC coins. With the decline of ETH Layer2, the new narrative this year is SOL layer2. The general logic is to use the SVM standard of Anza lab, develop more extended functions, and adapt to different users. There are currently three more representative projects: 1. Sonic, which has been introduced before, focuses on the route of attracting users from outside the circle to the exchange, directly connected to the Korean exchange, with a maximum FDV of nearly 3B. The future perspective is to introduce more users from outside the circle and convert them into buying orders, similar to the logic of the Ton ecosystem. 2. Soon follows the gameplay flow, a bit like Manta at the end of last year, both of which are Layer2 concepts from different angles, and create heat through activities such as NFT and price airdrops and pre-market tokens. There are two prerequisites for this phenomenon. One is the relaxation of supervision + the rise of Echo, which makes everyone dare to do ICO, which is beyond the boundary. The other is that the market does not buy VC coins, but does not buy VC coin projects that cannot get cheap TGE chips. The derived thinking is that future projects may reduce the proportion of airdrops, and adopt the method of direct fundraising + airdrops to KOL marketing tools such as Kaito. This trend of changes in the logic of TGE chips may make it increasingly difficult for airdrop players. 3. This is a very interesting project, which has transformed from a revenue flow to a technical flow project. Originally, this project was a staking project for SOL revenue, focusing on generating revenue as a shovel for SOL, and Binance Lab invested in it. However, in the case that the revenue-generating projects were generally not expected, it chose to acquire Fuzzland and transformed into an orthodox technical project. Fuzzland is a tool that predicts whether a transaction will cause security problems through fuzzy verification. Now after cooperating with Solayer, fuzzy verification is used to pre-process transactions, and then hardware + sharding is used to achieve ultra-high TPS, which is stuck in the narrative of SOLs technical ultra-fast chain. This is a combination of a project that is very good at making trouble and occupying core resources + a team that can develop steadily. It may also be one of the trends of VC coins in the future of this combination. In summary, the three routes of external traffic/internal traffic+issuance method/core resources+hot technology transformation have become the three major trends of VC coins at present~
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01-06
@0xNing0x
AI Meme→shitposter (trash pusher) AI Agent→AI Agent framework→AI Agent as a service→AI Swarm framework. In just a few months, the Web3 AI Agent field has undergone 5 major version iterations. Today, the price and market sentiment of the AI Agent sector have collectively rebounded. But this is not the end, but a small regression of the systems spiral upward process. AI Agent is the absolute main line of 25 years. We are at the beginning of the beginning, the early early stage. And according to the previous empirical model, after each regression, a new AI Agent paradigm will emerge. So, what will be the next version of the AI Agent paradigm that will emerge? Many people will think it is DeFAI. I also have NEUR and EXO in this track, but I am more Bullish about the co-evolution of people and AI, that is, @AshaTokens ψ field. To understand the ψ field, we must first understand Wittgensteins the boundaries of language are the boundaries of the world, understand that bits are more essential than quantum, and understand that the recursive cycle of information and intention is the real structure of reality. Of course, if you dont understand the above abstraction, you can think of the ψ field as an upgraded version of the truth terminal Cult Meme.(来源:
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01-03
@thecryptoskanda
Let me tell you a logic that may make you scold me. The probability of a project listed on Binance Alpha and Binance futures being able to be listed on spot is even lower. This is equivalent to the need to list on futures due to market heat. Then the listing team and the decision maker have already looked at the project and conducted DD, and finally decided not to give spot but only futures, or have already looked at the project but did not give a listing offer but only an alpha. To put it nicely, it is called observation, and to put it bluntly, it is called ridicule.(来源:
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12-25
@0xSunNFT
In the past two days, $SPORE @sporedotfun and $MetaV @aipool_tee have been shining. The former emphasizes the autonomous reproduction, evolution, and competition of AI, while the latter emphasizes the pre-sale completed by the first AI itself, which also makes the concept of TEE known to more people. In simple terms, TEE is a technology that can ensure that AI is completely autonomous and not controlled by humans. There are already many popular science articles, and interested friends can learn more. In fact, TEE was launched as early as the end of October. The core developers are @karan4d, @ropirito and @PhalaNetwork team members. At that time, the official account was @tee_hee_he, and this AI sent an ETH address, so the Meme coin of the same name also appeared on the ETH mainnet, and attracted interactions from Maji, Azuki founder Zagabond and others, and the coin price reached 40M in half a day. As a result, several developers who led the technology at that time were very resistant to Meme coins and expressed their opposition many times, causing the price of Tee to plummet. There were several rebounds later, but it still failed to rise. I made a floating profit of more than 200,000 U at the high point, but because I was very optimistic, I basically did not sell it, and finally lost money. This incident triggered two thoughts in me: First, no matter inside or outside the circle, there are still a large number of people who are prejudiced against cryptocurrencies. Even several core developers of Tee have been deeply involved in the currency circle, but they were very repulsive to the Meme coin with the same name at the beginning. As a result, two months later, the TEE technology really aroused the interest of the public and began to spread on a large scale, still because of the related tokens. So even if it is just from the perspective of attention, Meme coins have their value. If Tees technical team had actively embraced Meme coins from the beginning, maybe it would have developed into the scale of AI16Z on the ETH mainnet. Second, my understanding of the TEE technology also made me more confident when I participated in $SPORE and $MetaV. Many people think that making money with Meme coins depends entirely on luck, but I think that the usual accumulation, whether in terms of cognition or technology, can always bring some returns. Finally, let me give you some risk warnings. The reason why the pre-sale of $MetaV attracted so many people is not only because of the use of Tee technology, but also because of the background of the founder 123Skely and the endorsement of the ai16 team, which greatly reduces the possibility of malicious behavior. Although Tee emphasizes AI autonomous control, on the one hand, the code can leave backdoors, and on the other hand, most people simply do not have the ability to confirm whether the TEE technology is really used, so it is not recommended to blindly participate in the subsequent pre-sale just because of the performance of $MetaV. (来源:
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12-22
@YeruiZhang
Let me talk about the market in the future. I think it will be very contradictory: 1. I think the big drop is the markets response to the liquidity collapse caused by Powells speech, but more importantly, it is the feedback from Mstr that it cant continue to buy BTC in the short term. The corresponding indicator is the outflow of BTC ETF. This uncertainty may last until January. 2. For altcoins, the situation is very complicated. Yesterday, most of the market makers must have done nothing. A small number of project parties provided buying liquidity and digested the selling orders, so there was basically no drop. A small number of project parties with strong consensus made a T, and the ones who took the rebound at the bottom were the most violent. This wave can basically see who really has a consensus and who is pretending to have a consensus. The next differentiated market will focus on the projects that really have a consensus. Generally speaking, after a big drop, the fear in the hearts of most players will increase, so they will consider selling if they have returned to the original position after bottom-fishing. This wave of BTCs decline basically shows that the mainstream market since the election has ended and has entered the stage of altcoins fighting each other. In this case, PvP will be more serious, and you have to think before you act.(来源:
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12-10
@maozemin
In fact, through the funding rate, Us yield, the popularity of local dog lottery... we can draw a conclusion: From the perspective of on-site funds, this round is a core asset leverage bull + lottery bull. Here are the questions: 1. How does on-site funds define core assets? 2. What are the characteristics of leverage bulls? 3. Is the pricing power of core assets defined by off-site funds (not in the currency circle) or determined by the on-site leverage alliance? 4. Where is the ceiling of the unlimited supply lottery market and what determines it?(来源:
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12-09
@WutalkWu
Some thoughts on KOLs: Don’t just think about being a KOL, but it’s best to combine it with your job and personal advantages. The essence of a good KOL in the cryptocurrency circle is to share valuable information with readers, especially information that is helpful for trading. Develop the habit of learning, thinking, discovering, and sharing. Refer to Feynman’s learning method: Saying something in a way that ordinary people can understand will help you understand it.(来源:
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12-03
@cmdefi
Why @HyperliquidX is more successful than other Perps is the most discussed topic today. Let’s talk about $HYPE from personal experience. 1. From the perspective of technical mechanism, the key here is actually Vault. This mechanism is available on GMX and Jupiter, but Hyperliquid’s Vault is an evolved version, with Protocol Vaults (HLP) and User Vaults, opening the door to diversification. At the same time, due to the emergence of diversified Vaults, the problem of liquidity of long-tail assets has also been solved. The trading of long-tail assets is the core competitiveness of Perps dex over cex, and it is also a problem that many competitors have been exploring to solve. Then there is the composability as a chain, which directly skips the process of transitioning from Protocol to Chain and goes straight to the final round, opening up space in valuation and imagination. 2. From the perspective of the market, here are a few plus points, which are actually worth learning from for many projects (1) Do not raise funds, do not pursue listing on large exchanges, and do not deliberately spend money on advertising. It is easier to gain favor in this round of the market by taking a bottom-up route. (2) The airdrop is generous. (3) No PUA. Although there were disputes about score dilution in several stages in the early stage, it was generally clean and neat, and there was no endless cycle of doing tasks over and over again, and then doing NFT after completing the tasks. (4) The positioning is based on the chain, providing imagination and valuation space. Hyperliquid is actually a chain, so various defi and perps combinations can be built on it, such as stablecoins, lending, etc., so there is a phenomenon that at the beginning, everyone compared the valuation of some perps dex with $HYPE, and gradually felt that it was not right, and began to compare it with the public chain. This alternative sense of gap in upward breakthrough once again drove market sentiment. (5) Positioning as Binance on the chain is very topical, because DeFi protocols such as dex, lending, and stablecoins have basically gained a place in the market, and only the perps track is still struggling, which also meets the expectations of the last piece of the DeFi puzzle. In summary, the market is uncontrollable, and the right time, right place and right people are difficult to replicate, but the technical mechanism is certain. For now, there will be no major technological innovations in the future. Vault is to Perps as AMM is to Dex. dYdX has also recently introduced Vault. In the future, more micro-innovations may involve various forms of Vault. The success of this mechanism has established Perps position, and it may no longer be the vase that looks promising but cannot develop.(来源:
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11-29
@OTZGary
《🎩🎩Understand Clanker in one article🎩🎩》 There are two major shovels on Base: one is Virtual, and the other is Clanker. The former is an AI agent platform that has been around for nearly a year. Recently, a lot of money has been poured into Base, and $VIRTUAL has continued to rise by more than 1B; the latter is an AI agent tool on Farcaster that issues coins by posting. It was born in the grassroots and has only been in existence for 20 days. The leading meme $CLANKER has been rising all the way, and has recently had a slight correction - both have produced countless myths of getting rich thousands of times. Regarding Virtual, you can read this article by teacher @cutepandaweb3: https://x.com/cutepandaweb3/status/1862095490571215002 Next, let’s take a deeper look at Clanker: 1. Clanker 101🎩🎩 1. Ding Dang 101 🎩 🎩 Just tag Clanker on Farcaster and state the token name, ticker, and header image, and Clanker will be able to add a Uniswap pool with a starting market value of approximately US$30,000 on Base for free (the threshold is that the Farcaster account Neynar score must be high enough, which means it is difficult for newcomers to issue coins). The official website is http://clanker.world, where you can view all deployed tokens. (You can also see it here: https://clank.fun, various viewing panels will appear in various clients in the future, which are basically equivalent) Unlike PumpFun, which charges a 1% transaction fee + 2 Sols on Raydium fee during the bonding curve, Clanker does not have a bonding curve. Instead, it charges a 1% handling fee from Uni v3 as income: 40% goes to the issuer, and 60% goes to the Clanker team - this sharing ratio may change, for details, see the official document: https://github.com/clanker-devco/DOCS?tab=readme-ov-file 2. Pumpfun vs Clanker🎩🎩 1. Mechanism: Clanker = Cast to Pumpfun (posting on Farcaster is called cast) 2. Revenue: PumpFuns revenue in 10 months is approximately US$360 million, and Clankers revenue in 20 days is approximately US$7 million. Note: The total MC of Clanker tokens is less than 200M, the total transaction volume is about 750M, and less than 100,000 people participate in the transaction. 3. Coin issuance: PumpFun has issued a total of 4 million coins, with an increase of 1% every day; Clanker has issued a total of about 5,000 coins, with an increase of 10% every day. 4. TOP Coin: PumpFun: $Pnut (1.1B) $GOAT (850M) $Chillguys (500M) Clanker: $CLANKER (80M) $LUM (34M) $ANON (30M) 4. TOP Coin: PumpFun: $Pnut (1.1B) $GOAT (850M) $Chillguys (500M) Clanker: $CLANKER (80M) $LUM (34M) $ANON (30M) Note: $CLANKER is the first meme coin issued by Clanker, and it naturally becomes the leader. It has no official empowerment for the time being. LUM is a coin issued by another robot Aether, and ANON is a coin issued by someone anonymously using Anoncast to Clanker. 5.Dune Data: Clanker Official: https://dune.com/clanker_protection_team/clnkr100kindex Clanker VS Pumpfun VS other(WOW/Ape.store/Grafun) : https://dune.com/clanker_protection_team/clanker-vs-others Clanker Protocol Income: https://dune.com/clanker_protection_team/clanker-fees Clanker TOP Coin: https://dune.com/clanker_protection_team/top-tokens 5.Dune Data: Ding Ding Dang Dang Official: https://dune.com/clanker_protection_team/clnkr100kindex Clanker VS Pumpfun VS other(WOW/Ape.store/Grafun) : https://dune.com/clanker_protection_team/clanker-vs-others Clanker Protocol Income: https://dune.com/clanker_protection_team/clanker-fees Clanker top tokens: https://dune.com/clanker_protection_team/top-tokens 3. ANON × Clanker🎩🎩 3. ANON×Clanker 🎩 🎩 Anoncast × Clanker = Anonfun At first, there was only Anoncast, not Anonfun. Later, the team divided the function of Anoncast into two parts: half was still called Anoncast to let everyone post anonymously, and the other half was called Anonfun to let everyone post dishes anonymously. The grafting of the two is to make the Socialfi game of real-name PVP degenerate back to the Gamefi game of anonymous PVP - there is no difference between betting on Anonfun on Base and betting on Pumpfun from an angle on SOL. Be sure to note: Anonymous = no official, you can post dishes on the Twitter gold label account of anoncast by borrowing 6wu, which can be said to have no threshold at all. For the specific rules, please refer to this tweet I wrote: https://x.com/OTZGary/status/1862098431235551288 At present, the total MC of the plates issued by Anonfun is 3M. Anonfun Dune: https://dune.com/clanker_protection_team/anonfun-x-clanker Anonymous Dune: https://dune.com/clanker_protection_team/anonfun-x-clanker 4. Team 🎩🎩 The team that made Clanker is an anonymous team called proxystudio. They are currently solving the BOT preemptive problem. Later, they also promised to add the following content to Clanker: exploration function, pre-sale function, advanced or customized fee allocation tools; the next step is to build communities, brands, operations, content, etc. (including both Clanker and any ecological projects that need content - create interactions around Clanker and get rewards from projects and creators) 5. Trading tools 🎩🎩 You can choose mainstream BOT: gmgn, pepeboost, etc., or you can choose mainstream wallets, such as OKX wallet. At present, the overall development of bases trading tools is not perfect, and Pixiu often fails to detect clearly, so everyone should be careful when trading. There is also a wallet called Rainbow, which has a cooperative relationship with Clanker officials. It automatically verifies related Clanker coins that reach a certain market value and trading volume every 5 minutes. The interface experience is better, but the security detection function is also not perfect. https://warpcast.com/rainbow/0x474fb260 There are some other BOTs circulating in the community, with some additional functions, which are also listed here for your reference: https://t.me/clanker_trenches https://t.me/SigmaBotPortal No invitation code, the above does not constitute a recommendation, DYOR🎩🎩🎩(来源:
Twitter )
11-20
@jason_chen998
Many ETH Holders, including me, often give themselves a psychological massage, Dont forget, currently the only asset that has passed the ETF is ETH besides BTC. Everyone has seen the power of BTC after passing the ETF, so they will always have expectations for ETH, but at the same time, everyone is wondering why the performance of ETH ETF is so poor compared to BTC after it is passed. I think there are two main reasons. 1. The first reason is already a commonplace, that is, Grayscales selling pressure has continued, and the other companies cant take over. BTC just passed and there was also Grayscale selling pressure, but it quickly adjusted. ETH has been bleeding heavily and cant stop, so many people have been waiting for Grayscale to sell and then take off, but they havent waited. But I have communicated with many friends during this period, and after my own analysis, I think this problem is just superficial. 2. Grayscale has a lot of selling pressure, and ETHs purchasing power is weak. The deeper reason for this problem is that if we stand in the perspective of fund managers of various ETF issuers, I think the current situation is that they have no motivation at all, and they have not made any effort to allocate resources to promote ETH ETF to the market and customers, so that Grayscale holders have been selling on paper, while customers of several other issuers have not stimulated enough purchases. BTC has super order-calling kings like Trump and Musk, super big money holders like MicroStrategy, and Microsoft is about to join them, so BTC has extremely strong external forces to fully educate the market and promote funds. As ETF issuers, they can get twice the result with half the effort. Musk and Trump have helped them complete sufficient market education as part-time account managers, and MicroStrategy and Microsoft have helped them to raise their boats. Emotions and funds have been mobilized, and ETF issuers only need to find a way to attract deposits. But ETH, which is also listed through ETF, does not have such external forces compared to BTC. There is no super order king and no super big financier. If you are a fund manager and you are facing such a situation, will you feel excited and blank, and I want to expand my territory and make a big splash? Or will you feel frustrated and think, Did my boss give me a hard time and send me here to open up new land with a hoe? You go to introduce BTC ETF to an American aunt, there is no need to waste words, Musk and Trump have already paved the way for you. But when you go to introduce ETH ETF to an American aunt: Well, now there is a thing called Ethereum, you may not have heard of it, but its awesome. Its an L1, but there are also a bunch of L2s. Dont worry about the difference between 1 and 2. You know Defi, it runs on it, this thing is also amazing. Hey, dont leave yet, there is another one called ZK that is even more awesome, I havent finished talking about it yet. If you are the fund manager of ETH ETF, and next door is a window where a bunch of American aunts are crowded together to buy BTC with money, and those who come to your window to do business have to sit down and give them a thick manual for popular science learning, what should you do? 😂 At present, most people, even my parents, know about BTC, but there are very few who know about ETH. If you dont have enough knowledge and understanding of an asset, of course you wont buy it rashly. If you are the CEO of an ETF issuer, facing the situation that there is still a lot of hot money in the market, will you choose to continue to fight for more customers who want to invest in the cryptocurrency circle to buy BTC, or spend time to educate them in the market and guide them to ETH? If your company has a marketing budget of 1 million US dollars this year, how do you plan to allocate funds to the two ETFs, BTC and ETH? So the current situation is like this. Although the only two ETFs are BTC and ETH, BTC is too easy to raise with full buffs, and it can grow meat even if you drink water, while ETH needs to be raised with a lot of shit and urine. In the end, even if ETH also passed the ETF, it did not get enough resources allocated to complete market education and then obtain purchases. Of course, I am definitely not saying that ETH itself is bad, nor am I Fud ETH. Please note that the discussion in this tweet is all limited to the current status of the two ETFs, BTC and ETH. If you feel uncomfortable after reading this tweet, and you think there are more reasonable arguments and information, you are welcome to add to the discussion in the comment area, but if you cant hold back anything useful and want to spray me, dont waste your time, please move your fingers to block me. So when may this situation be reversed, so that each issuer will start to tilt resources towards ETH? First of all, it must be until the market funds for BTC are almost scrambled by each company, and each company finds that it cant roll up, and the low-hanging fruits have been picked. It has to go to the next door ETH to open up territory. Although it is more difficult to carry out business than BTC, it is also an incremental market. Secondly, after ETH ETF allows pledge, each ETF has a stronger motivation to conduct market education and attract deposits. To be honest, even if public chains such as Sol, Sui, etc. pass ETFs, I think the situation they face will be similar to that of ETH. In the absence of super order kings and super big financiers, market education is still very scarce, and the promotion of ETFs is also very difficult. I even think that if Dogecoin passes ETFs, its capital buying volume will far exceed that of public chain ETFs. This is absolutely no joke.(来源:
Twitter )
11-14
@yuyue_chris
What is the first principle? What is the main line of the current market? Frog $PEPE is the pioneer of the middle generation of old memes such as flip shib. Robinhood, coinbase, upbit and many other places have joined together. The consensus of surpassing shib to become the second-in-command of memes is strong. In addition, Trump and pepe are also strongly bound, so pepe is the main line. Squirrel $PNUT is the king of the new generation of memes. Now no matter what bloodsucking, it will have some fluctuations due to short-term distraction, but as long as there is a collective shock of the cottage, the buying of squirrels is the strongest. Squirrels are also heroes who save the United States. They have their unique significance in the United States that advocates individualism. Expectation: I am ready to book a Disney movie based on squirrels in the cinema in my hometown village. Dont worry, Disney may have already filmed it. There is no doubt that squirrels are the main line of the main line. Dog $DOGE is the pinnacle pearl, the god of meme, and has taken on the responsibility and obligation to explore the ceiling of meme market value. In the foreseeable future, there may be a $DOGE ETF that will make the god of meme the top four or top three in market value... or even flip Ethereum? ! Undoubtedly, the big dog is the cornerstone of the main line. So why are they the main line? - First principles, who brought the bull market? Trump and Musk. - What made Trump president? It was the squirrel. - What will they do after taking office? Reform the United States, DOGE department. In addition, there are various opportunities on the chain every day, beat the dog, and buy the squirrel after beating the dog. 🥜🐿️ The veins of the main line of the bull market have never been so clear. Resist bad temptations, hold low leverage, be firm, and be upright!(来源:
Twitter )