03-26
CryptoCat
A hot knowledge about the work and rest of the cryptocurrency circle. Last time, I counted the hourly rise and fall comparison of the 5M-50M meme K-line, and then captured hundreds of new coins to analyze the opening and peak times, and found the best entry time. Trading according to the opening time of A-shares is very scientific. - Get up early around 6 oclock to review the gold labels at night and enter the market at the right time. - It is easy to get golden dogs in the morning, starting at 7-8 oclock and watching until about 11:30. Avoid the selling pressure before the rest of the park in northern Myanmar at noon. - 13:00-16:00 is a good time to buy low-value coins. - Avoid the selling pressure when the park closes at 17:00-20:00. - After 20:00 is the passionate PVP in the night market, you can participate according to the situation. Conclusion: Go to bed early and get up early to make big money, get up early in the morning and work hard(来源: Twitter )
03-16
Blue Fox
Why do few people in the crypto space talk about technology and projects now, and more talk about pvp or direct blood-sucking outflow? Since the last cycle, the entire circle has seen inflation in projects and bloated valuations. These are debts owed by the crypto community. It is a bubble, and debts must be repaid and bubbles must burst. After debtification, it will restart. Even the external environment, even the country is evolving towards the pvp path, not to mention the small pond of the currency circle. When people are tired of the direction that is too far to the left and drift to the direction that is too far to the right in an instant, they realize the value of adhering to the middle way. Whether left or right, deviating too much will hurt the majority and benefit the minority. The jungle law of pvp will only be a waste of resources for the industry. Everything is reincarnation, just like spring, summer, autumn and winter, but unfortunately we have just reached winter in this cycle. When the plums are ripe next year, the gardenia will bloom.(来源: Twitter )
03-14
Cryptoxiao
⚠️⚠️⚠️Risk warning about browser extensions⚠️⚠️⚠️ Recently, there have been a number of browser extensions on the market that claim to provide MEME KOL data analysis or web page shortcuts. Such extensions generally require extremely high permissions. To help users understand the potential risks, the following explains the meaning of permissions and possible impacts from a technical perspective: 1. Description of potential risks of high-privilege plug-ins 1. Input behavior monitoring: The plug-in can monitor keyboard input (such as passwords, private keys) and mouse operations (click coordinates, scrolling behavior) within the page by injecting scripts. Example scenario: If the extension is injected into a cryptocurrency wallet page, the mnemonic entered by the user may be recorded. 2. Clipboard content access: Plug-ins that declare clipboardRead permissions can read clipboard text in real time and may capture sensitive information copied by users (such as transaction addresses, private key fragments). 3. Local data access: Having storage or<all_urls> Permissioned plug-ins can read the browser local storage (LocalStorage/IndexedDB). If a third-party tool (such as an unencrypted wallet plug-in) stores the private key in plain text here, there is a risk of leakage. 4. Transaction process tampering: The plug-in can modify the web page DOM or intercept API requests through scripts to tamper with the transaction content (such as replacing the transfer address, modifying the amount). Technical principle: Overwrite the original transaction confirmation logic through injected JavaScript code. 2. Analysis of risk uncontrollability 1. Developer credibility issues: The open source transparency of browser extension codes is limited, and it is difficult for users to verify whether there is hidden backdoor logic. 2. Maintenance cycle risk: Even if the initial version is safe (for example, there is no problem with the initial permissions of manifest.json), subsequent team changes, plug-in transfers, or cessation of maintenance may introduce vulnerabilities or be maliciously exploited. 3. Possibility of abuse of permissions: Once the extension is installed, its behavior within the scope of permissions is difficult to monitor in real time, and it depends on the self-discipline of the developer and the review of the app store. 3. User protection suggestions 1. Principle of permission minimization: Carefully review the permission statement before installation, and be wary of requirements<all_urls> , clipboardRead, scripting and other high-risk plugins. Compared with similar tools, give priority to alternatives with lower permission requirements. 2. Isolation of sensitive operations: Use independent browser profiles (such as Chromes Guest Mode) for cryptocurrency transactions or private key management, and avoid installing non-essential extensions. Give priority to offline storage solutions such as hardware wallets to reduce the exposure of private keys in the browser environment. 3. Lifecycle management: Regularly audit installed extensions and disable plugins that have not been updated for a long time or have low active maintenance. Download extensions through official stores to avoid manually loading unverified third-party plugins. 4. Technical enhancement measures: Enable browser security protection features (such as Google Safe Browsing) to detect malicious extensions. Use a sandbox environment (such as a virtual machine) to handle high-value account operations.(来源: Twitter )
03-12
JeromeLoo｜Lao Wang
Bitcoin may face greater uncertainty in the near future: The U.S. stock market is still falling sharply, which may drag down the price of Bitcoin, leading to the risk of further correction in the short term, and it is possible to test the support level of $75,000 or even lower. Although Bitcoin has shown relative strength to the U.S. stock market in the past two days and has bottomed out and rebounded first, especially in terms of technical indicators (such as the 200-day moving average) and improved market sentiment. However, it is still recommended to adopt a cautious strategy: in the short term, you can reduce risk exposure, wait for the market to stabilize before gradually building positions, and pay close attention to the support around $75,000 and macroeconomic changes (such as inflation, interest rate cuts and other policies). If you have enough funds or psychological tolerance, you can try to buy on dips in small amounts. I have made a bottom-fishing observation list. If you encounter extreme market conditions, choose the target from the list to bottom-fish. For reference only: Large market value: SOL, BNB, DOGE, XRP Public chain: HYPE, TAO, S, AVAX, SUI, STX Application: AAVE, MORPHO, ENA, BNX MEME sector: TRUMP, ACT, PEPE, TST(来源: Twitter )
03-10
Haotian | CryptoInsight
I think many people criticize the reason for this round of bear market: there are too many assets, and they are still being mass-produced + too dependent on traditional capital to enter the market. Yes, but this is only the superficial reason. The real internal reason is that the Crypto market has gradually lost a kind of endogenous value discovery, pricing, evaluation standards and a set of market survival of the fittest evolution mechanism. In the long run, the real value assets cannot be supported by market consensus, while the junk assets that are short-term plans rely on the market sentiment to keep active, and the industry falls into a chaotic state of development that cannot be sustained. How to break the deadlock? Technology narrative &gt; MEME asset issuance narrative; Differentiated PMF product application landing &gt; B-side technology stack commercial stack infra repeated construction; DEX value creation + CEX price discovery combination &gt; DEX hype wave + CEX liquidity exit; ICO wave + DeFi/NFT outbreak + layer2 expansion + AI Agent chain spring, these seemingly pure hype narratives can always precipitate value. Crypto has been able to go through three or four cycles thanks to the continuous and endless endogenous innovation power. We must not fall into the wrong path of excessively pursuing external positive capital takeover.(来源: Twitter )
03-09
Cryptoxiao
Thinking from chain to dapp, VCs and project owners will gradually realize that the previous thinking inertia of chain + deif replay has become more difficult because of the chain. Then the people who make money do not accept pua. Hackathon has become a defi replay factory. The income of pump has proved that the product is the first. Having a chain has increased the difficulty and acceptance of promotion. Even this part of the investment research cost must be borne by the people who do investment research. The final benefits are better than focusing on one chain. There is no need to think about what the next SOL is. You only need to focus on where people are.(来源: Twitter )
03-05
Yuyue
I don’t usually eat melons, but I saw one thing from the beginning to the end of Huheng’s melon: crypto is still the industry with the most dividends and opportunities, and the one that young people should join. After three years of deep cultivation in the blockchain industry, I would like to share some insights with my peers. This industry has three significant characteristics and sources of opportunities: 1. A completely market-oriented competition mechanism, highly Darwinian - meaning that the depth of your research directly determines the thickness of your income 2. Low degree of elitism and immature supervision - meaning that there is a wide space for growth. The top projects now may have been writing code in the garage three years ago 3. Highly young, the main battlefield for young traders - meaning that 23-year-old researchers born in the 2000s understand asset pricing better than traditional institutions in some areas, and Heaven moves, and a gentleman strives for self-improvement - don’t be superstitious about the help of nobles. In other words, youth is the biggest capital, because on-chain and finding crypto native alpha are the battlefields where young people have the greatest advantages. Young people can make it without the appreciation of any big guys. The interactive records on the chain are much more reliable than the group photos at the dinner party. The public information and in-depth analysis on Twitter are the best teachers. Chaos is a ladder. Only when you are strong and know a lot can you have real value to others and have in-depth and efficient communication. Why are the sons of each version different? Because there are always version iterations after the seasonal balance adjustment, experience in crypto may be the most influential constraint for people to become sons of the version in the next version-beware of the trap of seeing the world. In fact, many people have asked me if I have grown so fast in the circle because there is a teacher who introduced me. I don’t have a so-called whom to start with master, only many friends who have always supported me and like to communicate with me. The good things that rich big brothers do to poor young people are all investments, and there is a price to pay. This is why the gifts given by fate have already been marked with a price in secret. I always feel that exposure to some consumption behaviors that have nothing to do with my wealth level is poison. Although it is good to see the world, it is easy to lose yourself if you are not down-to-earth - stay hungry, stay awake, and get a sense of accomplishment from yourself. I have never taken where I go to eat in high-end places or buy packaging. I just think that it is awesome that I finally get to eat at the table after Kaito Global Top 50 and $TRUMP. When I had nothing, I always kept simple and stayed away from luxury goods and high-end consumption. When I already had something, I was still not interested in those high-end cocktail parties or high-consumption hobbies. Early exposure to things that do not match you will only lose yourself, and keeping your original intention and habits will help you restrain your desires. What is the source of the sense of accomplishment? For me, the most fascinating thing about this industry is not the myth of getting rich quickly (this is fascinating but not the only reason), but the precise prediction pleasure of I understand his project better than the project owner and This project is as awesome/rubbish as I said. When your knowledge becomes verifiable gains, the sense of accomplishment is more exciting than anything else. The pleasure of being a prophet cannot be bought with any amount of money... Maybe this is why @0xcryptowizard said that liking money and liking to make money are two different things: because for people who like money, money is the end point; and for people who like to make money, money is a process - the most important thing is to cherish the good friends around you. @shirleyusy said it well, or the relationship of meeting each other when we were small and making some money together is stable. The luckiest thing is that I have many good friends who are like mentors. I have been with these people from the bear market to the bull market and have made money together. I can be valuable to them, and they dont let me down. I am a socially anxious person. It is more difficult for me to socialize upward than to tweet 30 in-depth analyses. Therefore, I respect and understand the social behavior of young people, but from my own value point of view, different circles do not have to be forced to fit in. Providing value to each other and maintaining equality are the basis for the normal and healthy operation of any relationship.(来源: Twitter )
03-04
@Super4DeFi
1. Cycle traders believe in cycles, and in the long history of coin hoarding, they find two points every four years to complete a sale and a purchase; 2. The purest and truest coin hoarders endure the pain of ups and downs in the cycle, but they believe in their hearts that one day, the fluctuations of the cycle will converge upward, and the continuous fluctuations upward will no longer exist.(来源: Twitter )
03-03
SoSoValue
SOL spot ETF was approved as early as mid-March. Cryptocurrency reserves and indexes may become the trend of the times in the Trump era. Since the US election, the Trump administration has shown a cryptocurrency-friendly stance that is completely different from the previous administration. As of press time, Trump stated on multiple social platforms that his digital asset executive order has instructed the presidential working group to advance the strategic reserve of cryptocurrencies, planning to establish a cryptocurrency reserve covering Bitcoin (BTC), Ethereum (ETH), Ripple (XRP), Solana (SOL) and Cardano (ADA). It can be foreseen that the US national cryptocurrency reserve has been steadily advancing and is believed to be officially established soon. How will the regulatory situation under the new US government go? Lets sort out the regulatory and policy attitudes shown by the new US government this year. Since mid-January, since former Chairman of the US Securities and Exchange Commission (SEC) Gary Gensler stepped down on January 20, the regulatory authorities attitude towards the cryptocurrency business has taken a major turn. In addition, the policy adjustment is not only reflected in the crypto asset task force established on February 4, but also in the recent large-scale withdrawal of lawsuits against leading projects such as Coinbase and Uniswap, as well as the centralized acceptance of spot ETF applications for mainstream tokens such as XRP and SOL. The above series of measures also highly echo the Trump administrations positive attitude in the field of cryptocurrency. Is there any basis for the SOL spot ETF to be approved in mid-March? According to the current regulatory framework, the listing of cryptocurrency spot ETFs requires a double document review process. The applicant must first submit the securities registration document S-1 to the SEC for pre-registration, but the final effectiveness of the document must be based on the approval of the exchange rule adjustment document 19b-4. It is particularly important to clarify that 19b-4, as a core regulatory element, is subject to strict review procedures under Section 19(b) of the Securities Exchange Act - the SEC must announce the preliminary review results within 45 days after acceptance, and make a final decision within 240 days at the latest. Take Grayscale Solana Trust, which was the first to submit the SOL spot ETF 19b-4 form, as an example. The SEC accepted it on February 12. Although the SEC could reject or postpone it within the first 30 days, it could not directly approve it. Therefore, it was officially approved on the 30th day, that is, March 14. The statutory deadline for the preliminary review window will fall on March 29, which may release key regulatory signals. If the application is approved, other SOL spot ETFs (such as Bitwise Solana ETF, etc.) that adopt the same exchange rule adjustment plan may be released at the same time. Market liquidity expectations usually start pricing reactions at this stage. If we refer to the extreme approval case of Bitcoin spot ETF (i.e., it was approved on the 240th day after accepting 19b-4), the latest approval date of SOL spot ETF will be locked on October 10, 2025. However, under the current regulatory environment, we have reason to believe in a more efficient approval process. Crypto reserves and fairer crypto indexes may become the trend of the times. Coinbase CEO Brian Armstrong commented on the Trump is promoting the cryptocurrency reserve plan event, saying, Bitcoin may be the best choice for strategic reserves. It is the simplest, and as the successor to gold, the story is the clearest. If people want more diversity, they can establish a market value-weighted index of crypto assets to maintain its fairness. Currently, the cryptocurrency indexes that have been launched and are running stably in the market include SoSoValues index token MAG7.ssi. It is worth noting that within an hour of Trumps announcement to promote the national strategic reserve, MAG7.ssi rose by more than 18%. The reason is that the index token MAG7.ssi issued on the Base chain covers the top seven crypto assets in the market, including the five tokens mentioned by Trump this time. SoSoValue analysts said that crypto reserves and fairer crypto indexes may become the trend of the times. Among the seven major component coins covered by the MAG7.ssi index, which has attracted much attention this year, in addition to BTC and ETH, which already have spot ETFs in the market, there are four other component coins whose spot ETFs are steadily advancing in the SEC document approval. As an important opportunity to introduce external liquidity into the crypto market this year, MAG7.ssi is highly linked to the overall progress of the industry, and has extremely high investment value for both left-side and right-side traders. Option: It is worth noting that the compliance paths of special-shaped products are different: Grayscale Investments (Grayscale) uses an innovative model of converting over-the-counter trust funds into on-exchange ETFs. Although it uses S-3 instead of the conventional S-1 registration form, it still needs to meet the exchange rule adjustment requirements of 19b-4. In contrast, Rex Asset Management Company has taken a different approach and tried to achieve regulatory arbitrage through the N-1 form. This unconventional reporting strategy may face more complex procedural obstacles. (来源: Twitter )
02-27
@tmel0211
I wonder if you have ever thought about what the original sin that caused this wave of corpses on the chain is? The answer is that everyone knows it is poisonous, but they still take a sip: the Pump-style MEME asset issuance method. Initially, the Pump-style internal and external disk startup mode allowed many P young players to win a higher probability of investment multipliers by sitting around, trial and error, etc., coupled with the market sentiment Fomo amplification effect after running out of the external disk, making the Pump asset issuance method once the mainstream. However, the success and failure of Pump are also Pump. The Pump asset issuance method is essentially: 1) It is a short-term industrial assembly line coin issuance. This coin issuance method focuses on standardized operations, low threshold access, and rapid mass production. This has led to the fact that most projects have no complete project planning at all when issuing coins, let alone technological innovation and product landing. They just focus on mass production, break the issue, and re-produce. If this continues, the project party that issues the currency will become the absolute upstream of the liquidity harvesting pipeline, while the investors at the downstream will become chips, and will always be like a headless fly, trapped in a vicious circle of losing money on everything they buy and doing everything wrong; 2) It is a deconstruction of the past technical narrative. There were also some MEME tokens with no practical significance in the last two cycles, but the mainstream market is still advocating the technical narrative of decentralization, from the high-performance battle of layer1 pursuing TPS, to the Rollup public chain construction for the purpose of expansion in layer2, to the iteration of technical narratives such as modularization, account abstraction, chain abstraction, Staking, Restaking, etc. Although in the end, they are too weak in application landing, these narratives have a long market competition involution and digestion cycle, and their own technological innovation, team strength, and operational accumulation will become value evaluation indicators in the process. At the same time, airdrops, Grant ecological contributions, horizontal and vertical cooperation of projects, etc. are sufficient and suitable for the value preference of long-termism Build. However, after the Pump, the nihilism of MEME-izing everything has completely changed the industry ecology. Market participants no longer believe in the power of technological innovation, and even no longer pursue the long-term PVE growth concept. Instead, they are just blindly in the short-term interest dilemma of the zero-sum game of PVP, destroying the technological innovation value system that the currency circle relies on. 3) It is an over-reliance on the attention Fomo economy. Originally, the vertical segmentation narratives of Crypto had different communities, and each track had a certain layout of funds and users. However, when the project exploded, the users attention would be severely torn and scattered, and almost everyones cognition and decision-making in the end would be abstracted into: When CA, brainless rush. This will lead to attention hype becoming the core gripper, and the conspiracy group that is good at concocting and manipulating information gaps will become the manipulator behind the scenes. In the long run, most users in the market are forced to lose their holder thinking, and have to become sitting P players, fighting wits and courage with the dealer, and eating the rice of youth; and the project party has to bear the huge selling pressure from the beginning of TGE, creating a vicious cycle of TGE being the peak, alas. How to break the situation? To put it simply, there is only one way: embrace VC institutions to enter the market and provide support for early innovative technologies; attract innovative regular army teams to layout and bring real value creation; linearly release chips to extend the life cycle of projects; cultivate a community with long-termism, etc. It sounds simple, but it is not easy to promote. The market needs a long period of natural evolution. As I said at the beginning, Pump is poisonous, but most people are actually unwilling to admit that it is poisonous, and they cant help but take a sip, because it captures the greed, speculation, and profit-seeking of human nature.(来源: Twitter )
02-24
@keyahayek
U card / Crypto Banks three mountains* The following is what I shared within the company about a week ago. At that time, Bybit and Infini had not yet had any problems, so it does not constitute any project judgment or toxic milk. 1️⃣ The security of asset management business, especially on-chain financial management, is essentially a yield aggregator, and it is still manual. There are more links that may cause problems than YFI and Autofarm in those years, especially complex strategies. 2️⃣ Compliance. If you do it later, you must involve buying a bank license. Buying a bank license is not expensive, but if the acquired old employees report it once, the compliance fine is very expensive. Especially if it involves on-chain asset management. The compliance in this model is very cumbersome, and the business logic is much more complicated than that of a simple Crypto Bank. 3️⃣ AML, U card has a very large problem of being abused by the electronic fraud industry, but unlike the exchange, it does not have contract hematopoiesis, and it does not interact with the traditional part like Tether relatively less, and most of the direct acceptances are corporate accounts, and do not directly undertake retail risks (bookkeeping on the chain, acceptance by three parties). - - - Starting a business is not easy. What is needed is upgrading and fighting monsters along the way and a responsible character. I like the way @Christianeth handled it.(来源: Twitter )
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: Twitter )
02-17
@tmel0211
Looking at the piles of AI Agent projects that have almost fallen to the bottom (19B——&gt;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: Twitter )
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: Twitter )
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. (来源: Twitter )
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: Twitter )
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: Twitter )
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: Twitter )
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: Twitter )