0x0xFeng

Infini停掉U卡业务我觉得挺好的，虽然李哥的人品和信誉大家相信。但是，最终还是要靠产品说话。

U卡本身就是个挺伪命题的。

做U卡市场最大的哪两个地方，美国和中国

美国出金方便，coinbase的ACH出金储蓄卡费率是0。而且美国人99%都喜欢使用信用卡。

美国的信用卡返现比例在1%以上。因为美国的信用卡刷卡费率在2%以上，大部分给到了银行，所以银行把这部分钱返给用户，还能赚一笔Cover掉运营成本。

银行可以通过刺激用户消费来收取高额的利息。本质还是一种借贷业务。所以美国用户有什么理由用U卡？

中国的出金只能OTC，出金费率成本在0.5%-1%，有收黑钱的风险。

而中国的银联POS在千四，所以基本没有返现，积分价值也偏低，但是还是有不少优惠和羊毛可以薅下。所以国内的U卡有一定的优势。

问题合规难啊，不管是支付渠道还是接受中国KYC都会受到各方面的阻力。

所以U卡不是门好生意。

看似OTC商很原始，但是，原始的方法也可以造就产业和帝国。比如水贝的黄金珠宝产业为什么全球领先级别？

因为每天深圳各海关有无数的香港五十岁阿叔阿婆，身上藏着根金条就过海关交给接头人，直接送到水贝开始加工。每克黄金便宜5%左右，而其他地区的黄金用的上海金交所的金条要更贵，深圳水贝用成本优势碾压了全国的珠宝生产和制造企业。

是的，一个现象级的珠宝产业集群的最根源的支柱是每天海关过关的50岁阿叔阿公。

世界就是巨大的草台班子，FK it.

Should guard the best Tiancheng Xie.

The founder of the chubby second dimension cannot be a bad person.

Once the Panda King, what a wonderful memory and how strong the coin price was.

Help people collect some SAHARA's 3150 number for 300U.
And the 3000 limit number for 150U.
Can change email.

If the quantity is large, we can negotiate the price. I guarantee my credibility once it's done.

Directly DM this TG: https://t.me/Mack9527

I have completely failed. I can't even get a US visa.

Fortunately, I made money shorting American coins.

Damn America😭😭😭

Recently very unlucky.

The annual account of Webshare was banned and they won't refund me, damn it. 3700 dollars gone in an instant.

Opened the wrong direction in Lighter, lost 40,000 dollars in a flash😭

Recently encountered something dirty🤡🤡🤡

I wanted to place a $250 order to long AAVE at around the $500K level.

But in a moment of confusion, I accidentally placed a Sell order for $500K worth of AAVE instead. I basically nuked the entire chart with a huge wick.

Right after the order was executed, I was down $40K instantly.

I really think there should be a warning when the order price deviates by more than 20% from the current price. That could’ve prevented this.

@Lighter_xyz @vnovakovski

I feel better now, I opened the order and lost $40K.

It is heard that a certain cryptocurrency mogul starting with 'S' is going to have trouble, acting like a riddle person and playing tricks once. Everyone, feel free to express yourselves.

Sahara's ICO is the project that best aligns with the long-term compounding of the Kelly betting model.

High probability of making money, with low and controllable risk.

Always keep in mind the formulas for odds, betting ratios, and risk factors for decision-making.

Many people may not use systematic formulas, but the experience and logical thinking of pros will always lead them to a relatively optimal solution.

The relatively optimal solution can already defeat Mr. Market.

GN, Mr. Market.

As long as the conscience is gone, the mother is gone. The money will increase.

Firstly, large transactions have a greater impact on the price difference of the pool, and the wear and tear is undoubtedly greater. Anyone who has been in the circle for three days and has read X*Y=Z understands this principle.

As for turning off MEV protection for large transactions, that is equivalent to a child holding gold walking through the market, waiting to be robbed.

MEV node operators are telling everyone to turn off MEV protection and conduct large transactions with the coins they issue.

This reminds me of the following famous dialogue:

"We go to a hotel just to watch TV"
"I just touch, not doing anything else"
"I just rub, not going in"
"I just do it a little"

Dear friends, protect yourselves, don't be deceived by Sima Laodeng to lose your body and money.

Sashimi is actually dead fish slices

Waiting for a red light is actually waiting for a green light

Similarly in the crypto world

Cutting losses is actually stopping the bleeding

And bottom fishing is actually catching the knife.

In 2025, are there still people using 16-core computers experiencing lag with Metamask and a blockchain that produces a block every 12 seconds?

Teacher, why is the currency from your family so exciting?

@suji_yan

From the previous @virtuals_io with 3 million points per day, cost 0.001, (luna and AIXBT have high wear and low cost) point value 0.01-0.03

to now 2 million points per day, cost 0.003 (only with tax tokens there are points), point value around 0.006.

It feels like this mine will be over in half a month at most. The collapse of consensus is so fast.

Calculating only the spot part and contract margin. 500,000 USD AIXBT and 100,000 USD Virtuals. Earned less than 60,000 USD in 6 days..

Actually, in 6 days I received 12 million points, but most of the points were gambled on a stupid project by $Siya, a PKU graduate. 😭😭😭

The 5-day return was only 10%.

The EV of Virtuals in the middle of this month feels like it should be negative. Goodbye

If I had entered 10 days earlier, I might have doubled my investment. More learning and practice. 😭

The story of doubling in a week when entering, but the annualized 3600% APY ran away, dreams shattered in a week. A small profit is safe.

6 days 10% yield, I took a bite of the feast and ran first, I don’t know who will foot the bill.

Anyway, it’s not me.

From previously @virtuals_io earning 3 million points a day, cost 0.001, (Luna and AIXBT have high wear and low wear) point value 0.01-0.03

to now earning 2 million points a day, cost 0.003 (tax tokens can earn points), point value around 0.006.

It feels like this mine will be over in less than half a month. The collapse of consensus is so fast.

Just calculating the spot and contract margin. 500,000 dollars in AIXBT and 100,000 dollars in Virtuals. Earned less than 60,000 dollars in 6 days..

In fact, in 6 days I got 12 million points, and as a result, most of the points were all-in on the $Siya this PKU idiot project. 😭😭😭

Adding the 14 days for AIXBT unstaking, it feels like a 10% return in 25 days.

The EV of Virtuals in the middle of this month feels like it should be negative. Goodbye

If I had entered 10 days earlier, I might have doubled my big funds. More learning and practice needed. 😭

The story of doubling in a week when entering, but in the end, the annualized 3600% APY ran away, and the dream shattered in a week. Small profits are safe.

6 days 10% return rate, I had a taste of the feast but I ran first, I don't know who will pay the bill.

Anyway, it's not me.

From a previous day 3 million points, cost 0.001, (luna and AIXBT have high wear and low) point value 0.01-0.03

To now 2 million points a day, cost 0.003 (only tokens with tax have points), point value around 0.006.

It feels like this mine will be finished in half a month. The collapse of consensus is so fast.

Just calculating the spot part and contract margin. 500 thousand dollars AIXBT and 100 thousand dollars Virtuals. Made less than 60 thousand dollars in 6 days..

In fact, in 6 days I got 12 million points, but most of the points were gambled on the $Siya this PKU idiot plate. 😭😭😭

Adding the 14 days of AIXBT unstaking, it feels like a 10% return in 25 days.

The EV of Virtuals in the middle of this month feels like it should be negative. Goodbye

If I had come in ten days earlier, I might have doubled my capital. Learn more and practice more. 😭

6 days 10% yield, I took a bite of the feast and ran first, I don’t know who pays the bill.

Anyway, it’s not me.

There are always people saying that the investors in this project are impressive, the founder is impressive, and the background is great.

But they don’t consider whether the product of this project is good.

If the product of this project is trash, it’s highly likely that it won’t achieve a high market value.

What I’m saying is highly likely.

It’s like being in love.

People always say how beautiful this girl is, how high her education is, how high her income is,

but they don’t investigate how much she loves you.

If she doesn’t love you, it’s also highly likely that you won’t make it to the end.

What I’m saying is still highly likely.

I’m most likely done for, calculating probabilities for everything, I’ve been ruined by cryptocurrency.

The person I once loved the most has turned into an enemy.

Tesla and Doge both committed suicide; if they die in vain, so be it.

The US chives and the crypto chives are not far apart, who in the crypto world is willing to buy Circle at this valuation?

Usdc has recently been at a negative premium of 0.05%🤡🤡🤡

wtf.

Let's end this, destroy and restart.

In traditional economics, there is a strong emphasis on costs, while innovation is placed in a comparatively secondary position. This is because costs are easier to quantify and easier to achieve and optimize.

If you haven't studied economics, don't come at me; you might not understand what I'm saying.

Speaking of @virtuals_io protocols.

Currently, the daily protocol fee is about 200K, distributed to the daily active points at 72.29% of 170 million, which is approximately 106.9 million.

This means that for every $1 of loss, the Daily Active Bonus you need to exceed is 534 points to stay ahead of others.

(I have already included the points from staking Agent tokens here; the trading and staking weights influence each other, and currently, only the loss costs are included.)

However, based on actual testing, I found it very difficult to exceed this number; various strategies struggle.

Because of the actual trading friction and the impact of LP fees, as well as the fluctuations in price differences, most people's costs are similar, and very few should be able to lead by 20%-30% in costs.

This is a game where everyone's costs are similar, with not many bugs; it's more about the 3.3 strategy and the psychological game of mass gamblers.

If you understand what I'm saying, you should have a basic grasp; if not, learn more and practice.

I enjoy this interesting game. First, ensure you don't lose; only then can you win.

Now there are only about 10 projects that can go directly to Binance in a year.
Or Binance ALPHA plus contracts + Bybit or OKX + Upbit in Korea.

Only these two models have big profits.

Most projects that cannot go directly are likely Alpha + Bybit, and such projects are definitely a loss.

So it used to be better with broader coverage, but now it's enough to focus on 3-5 projects in a year.

Spend over 70% of your time on a few projects and 30% of your time occasionally exploring other opportunities.

Just a bit of thought.