土豆谈币

去年也是这个时候，XRP率先打响第一炮暴力拉盘10倍，随后波卡、EOS等一众老逼登都跟上5倍起步，然后山寨们不甘示弱群魔乱舞，紧接着链上AI概念接棒，两个月下来大家都吃饱喝足。

而现在ZEC这个老逼登暴力拉盘了10倍，ICP、Fil等老逼登们蠢蠢欲动，接下来还能是这套熟悉的剧本吗？嘘...别说话，用心感受，就让这一切静悄悄的发生

前天市场热议的币安 Alpha 两大神盘，现在怎么样了？

MMT 已经逐渐跌回了发行价，这两天陆续把延迟的解锁，分两批释放了，并于今早退还了投资者的质押本金。

AIA 在昨天启动前，按时释放了第二批解锁，但由于解锁后市场筹码一共 5%左右，结果爆空了。

目前这两家是投资关系，号称这几天 Alpha 最热的两大神盘，即无基本面，纯二级跟大家博弈。

三次狂潮背后的血泪规律！ZEC 10倍暴涨后，隐私币"牛末必崩"魔咒要应验？

2017-2018牛转熊：ZEC并非从48美元起步，而是从年初约50美元飙升至年底近800美元（峰值达919美元），随后2018年熊市直接腰斩再腰斩，年末跌至约50美元跌幅超90%。

2021牛转熊：起点并非57美元，而是从低位飙升至372美元（突破2021年前期高点），后续随大盘回调显著，投机泡沫快速破裂。

2025年当前：从9月初约39美元低谷暴涨至11月超460美元（最高逼近550美元），3个月涨幅超10倍，但RSI指标已超买至90+，短期回调风险拉满。

再看残酷真相：隐私币的暴涨从来都是"末日狂欢"！前两次牛末暴涨，本质是存量资金抱团炒作——没有持续的生态落地，也难吸引增量资金入场，狂欢过后只剩资金耗尽的崩盘。2025年这波10倍行情，虽有减半预期和名人背书加持，但链上基本面增长有限，投机成分依然占主导。

历史不会简单重复，但总会押着相同的韵脚。当隐私币的涨幅脱离价值支撑，当最后的存量资金被消耗殆尽，等待投资者的，或许又是一次熟悉的"瀑布式"回调。

$AIA, $COAI, and $BLESS are a few Alpha contracts that will surprise people from time to time.

ZEC has been quite strong recently, with its market value already reaching 14th place. The next target is to surpass BCH. Given its recent rise, it might just break into the top ten this year. Old trees sprout new shoots; if it doesn't explode, so be it, but once it does, it will be astonishing #ZEC

Last night, Stable deposits caused the front-end webpage to crash
Although it was previously stated that contract deposits do not count

They still directly asked friends to make contract deposits, only saying four words:
The law does not penalize the majority

This morning I saw the latest announcement, and contract deposits now count, haha
As expected
Those who strictly adhere to the rules cannot engage in blockchain

However, it's bad
It changed to an oversubscription model

The project party is too greedy
There is already 857 million in it
They actually changed to oversubscription to continue attracting funds
Now it’s a small rogue encountering a big rogue.

Recently, this altcoin level has become very difficult, most altcoins are continuously declining, and the risk of the current rise of $ZEC is increasing. With the rise of $ICP, funds are even starting to speculate on $FIL and $AR.

Buying any coin may lead to being stuck, and the most frightening thing is if the altcoins turn bearish, it might take years to get out. Nobody knows if it will turn bearish; it’s just a matter of whether the probability is 20%, 50%, or 80%.

Continue to be a jerk, only have feelings for BTC.

Recently, the sector rotation has been significant:

First, the leading anonymous coins $DASH and $ZEC unexpectedly surged, surprising many; then the storage sector $FIL and $AR followed with their own increases. Mainstream coins $BTC, $ETH, and $SOL have already hit bottom on the daily charts, while altcoins are generally oversold, with indicators showing great potential for a rebound.

At this time, leverage has been mostly cleared, the market is in extreme panic, retail investors are watching, and it is easy to welcome a big market movement; if you miss it, it will be too late. Sectors that have not yet started: Metaverse, DAO, DeFi, AI.

Additionally, the new narrative X402 protocol is heating up, and apart from AI, it is the most watched this round. The leading coin is still undecided, but $PING, $PAYAI, and $DREAMS (on-chain coins) are the most favored, often outperforming in big market movements. Currently, we are doing some swing trading, but it feels like we are still missing a wave of altcoin season or the final surge of a bull market; let's wait and see.

The cryptocurrencies currently attracting market attention are as follows:
$zec $hype $zk $aster $GIGGLE
$trump $icp $xpl
#BinanceLife $ping

Seeing $zec pump every day, while the similarly grayscale $lpt hasn't moved is not scientific. Looking at the recent market, $lpt's 4-hour trend is relatively strong, and the recent market pullback hasn't broken key levels, indicating that there is capital protecting the market. This position is suitable for a short-term trade.

The土狗memecoin market is recovering, and there are opportunities every day!

$GIGGLE has increased five times in two days, approaching its previous high of 290 million; breaking through is just a matter of time. Don’t regret missing out, the土狗轮庄 is quick, there is no eternal god, only the new dog king. $GIGGLE's counterattack not only boosts BSC, but the entire土狗 market has been ignited!

Yesterday, the SOL chain also released small gold dogs, $WOJAK surged to 6 million, $groo reached 9 million in 3 hours, and $MEC surpassed 4 million. The sector has been held back for too long, funding is hungry, and a little spark can explode. GIGGLE has a large influence, but to be fully activated, it still lacks a king bomb—such as B安 going on the spot, or a hundred times new hotspot.

These two days, it is recommended to return to the computer, as new projects are about to erupt, the market is fully hungry, and a hundred times gold dogs can strike at any time!

There will not always be a market that rises, nor will there always be one that falls. In despair, seek hope; in crisis, seek opportunity. Overall, the past two months will see repeated fluctuations, and localized trends will emerge amidst the turbulence!

The market is always counterintuitive, and at every key position, it will repeatedly fluctuate. 120,000 and 110,000 are both like this; now we are near 100,000. The support at 100,000 is relatively strong and will not easily be broken. Similarly, once it breaks, it can quickly hit the bottom.

There is no need to be overly optimistic or pessimistic. I have always believed that without a frenzied bull market, there will not be a deep bear market. This cycle has changed; it is a typical slow bull and long bull. The overall trend of the long cycle will continue to rise. Still, if these two months turn out to be uneventful, then there will be significant opportunities in the first half of next year!

Review

【New Coin】
$mec
Narrative: Originating from a serious discussion about the privacy coin $ZEC, where Helius CEO Mert jokingly referred to himself as the issuer of 'MertCash' during a live stream. Participant Kain subsequently created $MEC
Price: Highest 2.4M, Current 870K

【Newly Listed Coin】
$wojak
The new wojak from the conspiracy group, peaked at 6.2M, Current 2.5M
$恶俗企鹅
Doubled from the bottom two days ago, approaching the previous high, Current 3.2M

【Old Coin Movements】
$clippy
Started from 360K at midnight and peaked at 3.5M, Current 2.1M
$1
Last night WLFI announced that $1 will be used as a strategic reserve, after the news broke it peaked at 49.3M, new high, Current 35.2M
$pfp
Increased from the bottom of 1.3M to a peak of 3.7M, Current 3.4M

I want to talk about my views on Binance's public chain——BSC

which is now the BNB chain: Initially, there was deep prejudice, low ceiling, fast to pump and faster to dump, rapid pace for the Chinese, slow runners eat shit. Only 20 thousand dog coins this year.

This year has changed: Mubarak with 390 million FDV in five days, surpassing Uniswap, but with BSC-style rapid rises and falls; Bubb art coin increased 13 times and then fell apart.

Currently focusing on Giggle: 5% fee donated to charity on-chain, trading switched to CEX after going live, mechanism failed, and plummeted; Binance's half-fee donation only rebounded 2 times.

“Binance life” went from ridicule to belief in spot trading: charging coins supports Chinese + dropped back to 100m low point, good news.

A good coin also needs timing; in a bad market, even the best can collapse. The circle is cyclical, don’t be fooled by calls of scams/revolutions—just manage your own money, every transaction is a chip to change the world.

After years of trading dog coins, things have changed: the glory of coins has faded, remember the crazy moment, it can be considered as participating in a legend.

A tip for bottom fishing: if you think $BTC has hit a low in the short term
and you want to bottom fish for a rebound, aside from BTC and mainstream coins,
if you want to play altcoins, just open the 24-hour trading volume leaderboard
and choose altcoins with high trading volume to bottom fish, which is relatively safer and has good rebound potential.

The secondary market seems to really have no liquidity left, with major cryptocurrencies almost all hitting new lows since 10·11.

However, the liquidation volume in the past 24 hours was only about $2 billion, not even reaching the threshold of the "top ten liquidation events in history."

The black swan of 10·11 has truly drained the market, and everyone can't squeeze out a drop.

The essential difference between mainstream coins and MEME coins.

Some people's viewpoint is that without playing MEME in the crypto world, one cannot turn around; at first glance, this seems reasonable, but in the end, it often results in losses. This is because the fundamental logic of MEME is to act against retail investors, with 85% of retail investors providing liquidity for the market makers and frontrunners.