0xgerace

Amazing! What's wrong with people nowadays? One minute they are calling me 'big boss', the next minute they block me for making a joke.

It feels like some people in the crypto world are particularly sensitive and have a lot of mental pressure.

Both being launchpad-type products, believe and virtual/bn alpha reflect significantly different operational philosophies.

Believe currently lacks a strong operational mechanism; at most, it has only prevented snipers. The so-called flywheel, although Ben promised, has yet to be pushed forward. I believe that even if it is eventually launched, it will not be very refined. It won't be like virtual/alpha, which is a perfect product where every pore exudes cleverness.

Veteran players in the crypto space are already adept at creating a refined product; the mechanisms are continuously improved, and success is inevitable, but the core is outdated.

What makes believe good is its uncertainty and openness. There is no mechanism that can guarantee its success; if it succeeds, we do not know where the upper limit lies. What they want to do is something that crypto native OGs would not think of.

Depin, AI, and the further integration of tradfi. Let go of the sense of superiority of crypto natives and embrace the new crypto space.

@bonk_fun is pushing up $useless but nuked the OG $Glonk

don't trust those guys until they bring $glonk back

Follow $zex ZEXy1pqteRu3n13kdyh4LwPQknkFk3GzmMYMuNadWPo

The zeta team has recently rebranded to bullet, aiming to create decentralized derivatives trading for the Solana ecosystem, focusing on trading processing speed. Founder Tristan is a veteran from the FTX era, and the project's investors include Wintermute, Jump, the Solana Foundation, Toly, and Mert, all of whom are core forces in the Solana ecosystem.

The current market cap of the zex token is over 20 million, with an FDV of 120 million. In contrast, Hyperliquid has a market cap of 13 billion and an FDV of 40 billion. The price difference is enormous, with the FDV being less than 1% of the hype.

Kled has faced a serious public relations crisis these past few days. The cause is that people discovered Avi sold 800K of Kled, and of course, at the same time, Avi announced a 500K repurchase plan.

From day one, Kled has been surrounded by controversy, and this time, those who dislike Kled have come together even more vehemently, pointing out issues such as his hairstyle, being Indian, and even suspecting that all his collaboration proof images are photoshopped.🤣

Regardless, if you still believe, now is a good time to get on board.

believe strategy #ICM

Good projects look at 3 million, good projects + call king look at 30 million

dev whether to put in effort, at least ten times difference

But below 1 million don't think too much, as long as the project is good it can go up

@useKled @polycule_bot wake up!!!

$JVTO is catching up

$JTVO We have plenty of good projects, what we lack is a sales champion!!

Why has $kled $pcule experienced a significant pullback recently? Aside from the overall market's sluggishness, there is also the biggest bottleneck facing the believe ecosystem right now — people don't believe in believe YET!

The current players generally have the mindset that, 'Hey, the ceiling for this platform is only a few tens of millions. Rather than holding on to amounts over ten million, why not invest in those newly launched coins, ride from 200K to 2M, and then switch to the next one? Isn't that better?'

This is the problem Ben needs to solve. We must produce over a hundred million gold dogs; otherwise, believe will just be like that. I think Ben is aware of this.

@JatevoId is a model. He understands that for a token project, market cap is (part of) the product. He spares no effort in actively maintaining the market cap, even privately messaging large holders who dump, asking, "Why did you sell? Do you have any questions about the project? I can answer them for you."

So far, all successful projects, apart from having a clear and strong product idea, rely on the founder's emphasis on the token.

We should not merely adopt a cynical attitude and think, "They are just good at marketing." As if being good at marketing means they can't create a good product, or that not being good at marketing guarantees a good product. Can't they do both?!

More importantly, we can never bypass a fundamental question: Why does a project issue a token? And why do you want to buy the token?

If a token isn’t equity, then it’s gotta be a product. The product is the market cap.

Speaking of which, did everyone who plays believe buy launch? Although it wasn't explicitly stated, it's assumed that you should buy some.

Unless you are the chosen one, otherwise after a long time working in the ecosystem, if you didn't invest in the best ecological coins and missed out on the platform coins' gains, how much psychological pressure would you have?

It's like those who trade altcoins but don't buy any BTC; after a bull market, they end up losing money. How frustrating that must be.

Start with the basic methods; slow is fast, taking over is a blessing, and don't trust too much in your own "unique insight."

Based on the performance of token launches on the believe platform during this period, those that performed well were already aligned with popular sectors in the crypto space. For example: kled is an AI data market, JTVO is a deployment platform for AI agents, pcule is an emerging financial market. DTR trading tools. If you have any new projects you're interested in, feel free to message me for discussion 🤑

Old memes are all rising, but I feel that many have not dropped enough.

Like labubu and aura, if they drop to hundreds of thousands and suddenly rise again, it will have a really good effect. But for others, the fact that they haven't dropped enough indicates that many people who are seriously losing have not yet exited the market. How can we do this again? It seems like it's not possible.

forget about web3. Pivot to stablecoin native apps

Entering the 25th year, the market has been in a state of extreme tug-of-war where "every time there's excitement, it peaks, and every time there's a retreat, it falls flat."

It's hard to summarize the overall situation as a bull or bear market.

The inability to have a full bull market is due to everyone's cautiousness, tightly remembering past lessons. At the slightest disturbance, they flee; at the first sign of overheating, they also escape, making it difficult to enter the euphoria stage.

The inability to have a full bear market is because there is indeed a lot of money. The continued cautious state has not allowed large entities to be trapped by leverage, preventing a cascading failure. Whenever there is a calm moment, popular coins/stocks are immediately bought up.

However, the dangerous leverage has already shown signs of formation. More and more companies are attempting to purchase BTC as part of their asset allocation, and in the future, they may be forced to sell due to shareholder pressure; BTC has also opened up policy channels to borrow against collateral in the banking system, and one day it will accumulate excessive leverage leading to liquidation pressure. But all of this has just begun, and before the risks reach their peak, there will still be a continuous upward trend.

Still sticking to the original viewpoint, Dragon One $kled Dragon Two $pcule. In terms of the meme faction, only consider $startup

As more and more new projects emerge, it will become increasingly difficult to attract funding after the initial wave of hype. Only when the platform and leading projects become popular again will they attract enough capital to mine for gold.

Among the recent low-market-cap new projects, $JTVO seems quite good.

Feeling a bit of PTSD from the word yap

$yapper has been lying low, and even the new $yap can't get up.

@KaitoAI's yap score has been stuck at zero.

A toxic word 😤

The real upward trend of $kled has not yet begun. Everything happening now is just the process of attracting the crowd in the market under unchanged liquidity. It's still not too late to get on board.

My impressions can be used as a cryptocurrency trading indicator. The posts introducing the believe ecosystem started with only 200-300 views, but the traffic is getting better and better.

There is a particularly obvious feeling that Sol is right-wing, while ETH/EVM is left-wing.

Making money on the Sol side is about freedom and efficiency, a brutal market competition where the winners soar, and the rest all go to zero.

Making money on the ETH side mainly relies on relationships and packaging. On the surface, it is an ideal where everyone wins, but behind the scenes, it secretly favors those who truly believe.