币圈大老黑

#ada Since I posted until now, I've talked about so many issues with ADA. For those who have seen my content and switched their holdings or sold, the current losses are far lower than those who have held ADA all this time 😌😌😌

Large holder's mistake exposes Cardano DeFi risks (bearish impact)
Overview:
11th November, a long-inactive large holder exchanged 14.4 million ADA (approximately 6.9 million USD) in Cardano's USDA stablecoin liquidity pool, leading to a price impact of up to 97% due to insufficient liquidity, resulting in a loss of 6 million USD (source: CryptoFront News). The liquidity of the USDA pool before the trade was only 10.6 million USD.
Significance:
This incident exposes the limitations of the Cardano DeFi ecosystem:
• The liquidity of stablecoins is only 1/30th that of Ethereum.
• Large trades can easily trigger significant price fluctuations, affecting institutional investor confidence.
• The total value locked (TVL) of ADA ranks 34th, at only 387 million USD, far below Solana's 12.5 billion USD and Ethereum's 98 billion USD.#ada

Is the market currently bearish or bullish? Bears don't look like bears, and bulls don't look like bulls, what is it really
#山寨季何时到来？

#ada $ADA
How trashy is ada? A single image clearly tells you 🤣🤣🤣. This is the 90-day price increase chart from CoinMarketCap, and ada has already fallen behind by over 100 positions, with its decline only slightly ahead of Meme coins like floki. Is this still a mainstream coin? Is there any hope for it? 🤣🤣🤣🤣. What it means is that in the past 90 days, all the other 100+ coins ranked above it in DCA have been better than it. 🤣🤣🤣 There are so many believers in ada, I wonder how many were cut by the whales 🤣🤣🤣.

🌓《Midnight: IOG has opened a new store, and as a result, ADA can't even qualify for wages》

Recently, I saw someone say that Midnight would take ADA to new heights.
Brothers, wake up—if your neighbor opens a convenience store, can it raise your property prices?

⸻

🔥 1. The name sounds like a relative, but in essence, it's a stranger

Midnight is packaged as "Cardano's sidechain",
But once you look closer:
• Own consensus ✔
• Own token ✔
• Own gas ✔
• Own economic system ✔
• Own ecosystem ✔

ADA: What can I do?
Midnight: You can cheer me on.

⸻

🔥 2. Airdrops are not for ADA, and the ecosystem is not for ADA

Once the Glacier Drop came out, the community was abuzz:
"ADA is about to take off!"

But once you look closer:
Airdrops are not for ADA, the chain doesn't rely on ADA, and transaction fees don't use ADA.

So what did ADA participate in?
Participating in the excitement.

⸻

🔥 3. Developers are also leaving for Midnight, so what about the main chain?

Midnight writes contracts in TypeScript.
Developer: It's so great, I won't go back to Plutus.

What about the Cardano main chain?
Continuing to be a "scholarly chain" all alone.

⸻

🔥 4. Summary in one sentence

Midnight is an "independent chain" created by IOG.
The relationship with ADA can be summed up in one sentence:

"We share the same surname, but we don't split your family's money."

The ADA community is busy being excited,
Midnight is busy establishing itself.

This wave is not a favorable ecosystem,
This wave is IOG opening a new company for itself, letting ADA stand on its stage.
#ada #Cardano $ADA

**《ADA Continues to Decline, What Should We Do?》

—— The Most Critical Points, No Nonsense Version**

ADA's recent trend can be summed up in four words:
Ridiculously Weak.
But the real danger is not the decline, but that many people are still hesitating:
• Afraid to sell
• Afraid to buy more
• Afraid to look
• Also afraid to admit it is no longer viable

So here I won't waste words, just focus on the key points.

① First ask yourself: would you buy if you are currently out of the market?

If the answer is "no".

Then you already know what to do next.

② All coins can be classified into three categories: Strong, Weak, Dead Chains
Strong assets, BTC / ETH / SOL pullback = Opportunity
Weak assets, ADA / XRP / DOT rebound then go down, do not increase positions
Dead chains, small caps with no liquidity should be cleared like EOS, ETC

The conclusion is simple:
ADA does not belong to strong assets, it is not worth averaging down.

③ The correct way to handle weak assets: it’s not about cutting losses, it’s about waiting for a rebound to exit

The process is:

Decline → Consolidation → Market Recovery → Rebound → Gradually reduce positions

Do not cut losses emotionally, do not blindly increase positions.

What you want is "to exit using the rebound".

⸻

④ Rebuild your portfolio — Don’t let weak assets drag you down

The most practical ratio:
• 70% Strong assets (BTC/ETH/SOL)
• 20% New narrative opportunities (AI chains, Restaking, etc.)
• 10% Speculative positions

Reducing the weight of weak assets (like ADA) is the first step to restoring portfolio health.

⸻

⑤ Why is ADA falling? One sentence: The narrative is dead

It’s not just a temporary slump, it’s that no one needs it long-term.
• TVL Weak
• Ecosystem Weak
• Narrative Weak
• Vampiric ability Weak
• Founders hype is ten years ahead of actual implementation

This is not a correction, this is a stall.

⸻

Conclusion: What should we do now?

✔ Stop increasing positions in weak assets
✔ Wait for a rebound to reduce positions
✔ Shift positions to strong assets
✔ Leave 10% for future new narratives

Remember one of the hardest investment rules:

Being wrong is not scary, persisting in being wrong is what’s scary.
#ADA $ADA

#ada
The founder of Cardano is doing the same old crap with the third-generation blockchain. Now he says he wants to create a fourth-generation blockchain, drawing big dreams that might last until the next century. New coin, new story, same old tricks, here we go again. I wonder if there are still any newbies to DCA into his fourth-generation blockchain coin. 🤣🤣🥲 I also wonder if he even remembers his ETC? It's sad for ADA holders who are still fantasizing and hoping.
#Cardano

#市场分析 #ADA The market is once again probing downwards
Is there such a possibility? 🤔
It is very likely that the bull market has really ended, retail investors should wake up to the fact that a tenfold return is basically unrealistic. Currently, large funds are very satisfied with a 30% return in a cycle. Now, BTC has already reached this return range early, and large funds are already full, leaving retail investors confused in the wind, waiting for the altcoin season. After all, achieving a tenfold return now is beyond the imagination of large funds like BlackRock, and they certainly are not willing to take such risks.

#ADA #Cardano ADA When can I buy? Is it really worth buying?

Many people ask me if ADA can be bought now.
My answer is: you can buy it, but definitely not now, and it is absolutely not suitable for DCA (dollar-cost averaging).

⸻

1. First, recognize what ADA is

From the very beginning, ADA has not been a project with strong fundamentals; its essence is - a narrative altcoin.
With a packaging of an 'academic blueprint' and 'Ethereum killer', it has successfully attracted a large number of retail believers over the past few years.
But the reality is, its ecological TVL, project activity level, and funding participation have all nearly stagnated.
The story it tells is beautiful, but it cannot be fulfilled.

⸻

2. Why can't it be bought now?

Because the current ADA has no 'whales', and no 'money'.
Its staking mechanism makes retail investors highly dispersed and low in liquidity, making it difficult for whales to push the price up.
What whales fear the most is this - a heavy market, too many retail investors, and a coin that cannot be lifted.
In this state, ADA has no speculative value, and there is even less talk of investment value in the short term.

⸻

3. So when can it rise?

There is only one condition - wait for Ethereum to reach a new high.
Wait for the market to shift from 'Bitcoin as a value anchor' to 'Ethereum's technical narrative',
when the funds of ETH start to overflow, and the entire market's focus refocuses on 'blockchain technology applications',
only then will ADA take advantage of the momentum.

At that time, the project team will often release a few long-delayed progress updates,
whales will take the opportunity to utilize emotions for short-term price boosts -
this is when ADA may迎来一波快速的情绪行情.
But don't fantasize about the long term - that is just a rebound of emotions, not a recovery of fundamentals.

⸻

4. Conclusion

Want to make steady profits?
👉 Buy BTC.
Want some growth?
👉 Buy ETH.
Want to take a short-term gamble?
👉 Wait for ETH to reach a new high before looking at ADA.

Don't listen to those bloggers who preach DCA and shout 'value investing',
they are either foolish or malicious.
Long-term faith in ADA will only numb you in chronic losses.
The market does not lack believers; what it lacks are the clear-headed.

How can Taiwan work together with Japan? Have you all forgotten the Nanjing Massacre? Nanjing is your Chairman Jiang's old capital, how can you forget such a national humiliation! Return to the motherland sooner, don't forget your roots. #台灣

💥Breaking — Officially Passed!\n🇺🇸 The U.S. House of Representatives has officially passed the federal government restart bill with a vote of 222-209, which will soon be sent to President Trump for signing! The bill does not include ObamaCare subsidies!\nThe president's signing is set to take place at 9:45 PM❗️\nPresident Trump will put his signature down, ending Schumer's closure and the national nightmare! Finally🔥

#BTC #美国结束政府停摆 Miss those simple days in the crypto world

The current market is really getting harder to navigate. Retail investors are finding it increasingly difficult, while the manipulators are becoming more numerous and sharper.
I miss the first bull market of 2017—back then, there were no contracts and no chaotic institutions; there were only a handful of coins. Retail investors relied on their enthusiasm and faith, banding together to push Bitcoin and a bunch of altcoins to the moon. Although there were ICOs that exploited retail investors, the manipulation was simple and transparent, and slightly smarter retail investors could still survive.

Then came the contracts. The manipulators realized: I can not only take advantage of the bulls but also profit from the bears. Since then, market transparency has decreased, and the strategies have become increasingly complex. By 2021, we finally encountered the Federal Reserve's super QE, coinciding with the explosive growth of NFTs and DeFi, providing ample liquidity that allowed some fundamentally sound projects to survive; at that time, retail investors could still get a bit of the pie.

But now it's different.
Wall Street, presidential candidates, institutional funds, hedge funds—all have joined the fray. Bitcoin is wrapped in layer upon layer of financial derivatives, leaving retail investors confused and disconnected. Every price surge and drop feels like a signal duel orchestrated by unseen hands, while we small investors have become the cannon fodder on their battlefield.

DeFi protocols are being hacked one after another, CeFi is facing liquidation, L2 is rolling into L3, and new narratives rise and fall in waves. The entire market has shifted from a place where everyone made money to a pure zero-sum game.

We old players have experienced too many rounds of awakening. Now, we can only watch as new retail investors enter with dreams while sighing in our hearts.
Miss those simple days in the crypto world—
Miss the times when we relied solely on enthusiasm, faith, and a bit of recklessness to drive the market up together.

The final outcome for those holding ada is that they will drift further away from Bitcoin, and in the future, the ada in their hands may not even be exchanged for 0.000001 BTC. If you don’t believe it, we will wait and see #ada #BTC , while the smart money predominantly holds Bitcoin. Never believe those technical myths. I ask, the technology of Bitcoin is over a decade old, so how come these junk technology coins are priced at over 100,000 USD? Be rational, junk coins are just junk coins. It’s still not too late to choose BTC, wake up ada holder #ada $ADA .

#ada 💊Stimulant｜Those who hold onto counterfeit coins are actually waiting for a miracle that doesn't exist.

I have noticed that many who hold onto counterfeit coins share a common trait:
When prices rise by 50%, or even double, they are reluctant to sell;
When prices drop by 50%, or even 90%, they refuse to sell.
Then they start to recharge their faith in every corner,
Muttering phrases like "DCA", "long-termism", "next cycle will fly".
But the reality is — they are not long-term investors; they simply cannot afford to lose.

These individuals typically have a bit of money, just around a few hundred thousand,
Hoping to multiply their investments in altcoins by ten or twenty times, to change their fate overnight.
They don't even own a single Bitcoin,
Because they think: "Holding one BTC won't change my life."
So they want to "gamble", to turn things around in a desperate manner,
They believe altcoins are their salvation, while BTC is just conservative.

Then, they start to be fed with mental opium.
Every day they watch influencers like those from "Blockchain Daily" outputting motivational quotes:
"Believe in the long term!"
"The bull market is coming!"
"Buy the dip now, it will be a hundred times in the future!"
After hearing it too much, they begin to numb themselves.

But brothers,
Is the influencer you believe in really like you?
No.
They are YouTube celebrities,
The revenue from their daily video views could shock you,
They are truly making money,
While you are being exploited for traffic.
Others' "full-time Web3" is real profitable content creation,
Your "full-time Web3" is just a farmer waiting for rabbits to come by every day.

The market does not reward laziness and fantasies.
The world operates because there are people working hard to create value,
Not a group of people lying around hoping to get rich.

Remember:
Altcoins are not a game for the poor.
Rich people play altcoins to profit from bets,
Poor people play altcoins betting their lives on miracles.
The results are often the same —
Liquidation, unemployment, mental breakdown,
In the end, they can't even afford to buy themselves a new pair of underwear.

If you want to be a bit clearer, remember these three sentences:
1️⃣ When you have little money, buy BTC first.
2️⃣ When you have a bit more money, you can allocate ETH.
3️⃣ When you have a lot of money, then go play with altcoins.

Otherwise, you are not playing the market,
But rather being played by the market as a "pitiful parasitic sloth".
#cardano

#合约爆仓 #合约挑战
AI contract battle, domestic AI is also losing quickly 🤣🤣🤣

#icp #ada

💊Stimulant｜ICP's surge, can ADA replicate it? Wake up, brother, this is not a script remake, but a fork of fate.

Recently, ICP's surge has made many people start fantasizing:
"Could ADA also have a similar market performance?"
All I can say is—wake up, ICP and Cardano may seem alike, but their fates are completely different.

Both indeed have similar stories:
Both rose with a "technical myth";
Both have "academic founders" backing them;
When they first launched, they shouted slogans that resonated in the crypto world—
ICP is the "king-level blockchain project",
Cardano is the "Ethereum killer".
What was the result?
The myth turned into illusion, and slogans became jokes,
The big pie gradually shattered in the hearts of retail investors,
Both projects moved from the "altar" to the "cold palace".

So why can ICP surge now while ADA can only stay stagnant?
The key difference lies in one word: "chips".

After the crash of ICP,
The market has washed away the vast majority of retail investors,
What's left are basically node service providers, big players, and the team,
A highly concentrated chip structure,
Allows it to control the market with a small amount of funds during a quiet market.
A surge can attract attention,
Then at high positions, it can harvest a wave of latecomers and short sellers.
This is called control logic, simple and brutal but effective.

How about ADA?
It is tied down by the "staking mechanism".
The staking threshold is low, nodes are cheap, and APY can mislead people,
As a result, there are plenty of retail investors,
Liquidity is locked,
And the big players can't pull it up.
In the previous cycle, ADA could surge because there was no POS mechanism,
It could violently rise after multiple rounds of liquidating chips.
And now?
A bunch of retail investors, thinking they are in for the "long-term investment", huddle together for warmth,
Resulting in a tractor that is too heavy to pull,
It can't move, yet it keeps shouting for more fuel every day.

In simple terms,
ICP is a violent coin with concentrated control, ADA is a chronic coin with dispersed locking.
One can control the market, one cannot,
One has potential, one is left with only faith.

The current problem with Cardano is not technology, nor ideology,
But—no one wants to take over a pile of dead chips.
The on-chain ecosystem has no highlights, funds have no interest,
The final result is only one:
Retail investors slowly boiling in warm water, until they are completely silent.

#icp Where did you guys get the money to buy ICP and FIL? After being in the crypto world for so long, haven't they scammed all your USDT away? 😂😂😂😂 Can anyone tell me where their U comes from? They didn't buy coins before, didn't they get stuck? 🥲🥲🥲