bitfool1

严重声明
本人从未参与任何关于ahpla活动，也没有去村里宣传alpha，
那些alpha日入250的，都是虚假宣传，蒙骗大爷大妈的
切勿一时冲动，悔恨终身

The big news these days
is that $wlfi various speculations are about to unlock trading
First round pre-sale price: $0.015
Currently, the OTC price has reached 0.2
And the institutional purchase price is at 0.1
At the time, the non-tradable terms seemed to block many people
A friend from the group next door made a profit from A9
Congratulations to those big players who heavily invested in KYC during the first round

Today is Father's Day, and on BSC, #FATHERSDAY
there is a large issuance with dispersed funds
It seems that only one launch has been successful
Once successful, it will be allocated
This indicates that the current bottom-up liquidity on BSC has once again entered a dry period

On BSC, $U and #0xdream are still being held by the silly brother.
Whether it's $U or #0xdream, the silly brother feels there is still a significant distance to the target potential.
Today the market has slightly corrected, but the market is still relatively stable; the silly brother chooses to be a diamond hand and not to move around

Today the silly brother finally received the refund for $Linux
Previously, the silly brother was worried about not getting a refund
Because the silly brother was making profits through a swing trading account
But $Linux still refunded the profit account
Thumbs up
Next time when gitfish platform does something
the silly brother will participate

Silly Brother just took the kids home and quickly reviewed the 24-hour market hotspots.
The $U bought yesterday was originally hoped to rebound today for an opportunity to add to the position.
Just checked, oh no, $U shot up to 8M without looking back.
Today, $U has already been CTO'd, and the official Twitter and TG have been improved.
Silly Brother only realized that the number one on the list is 44% $wifi.
Looking at it this way, the actual circulating market value of $U in the morning is only 2M.
Silly Brother's thigh is bruised; I should have decisively chased the car in the morning.

Last night, news from Base came out, saying all assets can be traded directly on Coinbase.
Such good news will be evenly released to every project on Base.
The first to benefit is Base's DEX $AERO.
Last night's news, actually if I had chased $AERO at the first moment, it would have been possible.
But at that time $AERO had also gone up a bit.
It had already risen quite a bit.
Can't compete with insider information.

In the afternoon, I saw that Amazon and Walmart are also working on stablecoins.
Once the compliance threshold is lowered,
Web2 traffic giants, the giants controlling payments,
will be very important players.
Opportunities in this area need to be monitored.

In the evening, Silly Brother saw that the review for $Sahara was approved.
At 11 o'clock, remember to transfer money for $Sahara tonight.

《Reviewing 24h Operations》

Last night before bed, the fool was preparing for the final play
While scanning the chain, I saw the conspiracy of $Libby.
The fool wanted to gamble on doubling his investment, but soon got doused.
Frustrated, the fool was lamenting why this dog fund was so small.
Suddenly, I saw $U, so I sent it to the group for discussion.
Due to the dousing of $Libby, the fool hesitated a lot about entering $U.
Adding to that, the previous two failed purchases wasted time and increased the fool's cost.
The next morning, I saw the entire crypto world was attacked by Israel.
But to the fool's surprise, $U did not drop, which was unusual.
In the afternoon, I wanted to wait for a 1-2m pullback to add to my position, but I never got to wait.

After returning home in the afternoon, I chatted with Wolf Cub about $Rico.
Wolf Cub had done detailed research on this asset.
He created a detailed table, analyzing Musk's recent categorized replies.
Speculating that Musk's reply about $Rico has political intentions.
Betting that Musk is forming a Libertarian Party, directly targeting $pnut.
However, the fool noticed that the pump occurred in the afternoon, while the foreigners had not yet woken up.
I inquired and received a tip that it was a domestic fund at play.
Considering all factors, the fool decided to enter a bit above 4m in the afternoon, took a bit of a swing trade, and then got out.
Let's observe for now.

In the afternoon, we also discussed $Labubu.
The popularity of $Labubu has indeed made a short-term comeback against $pepe.
But look, $pepe has maintained stable popularity over the past five years.
It's very rare, a consistently warm IP.
Many people do not know that $labubu is a character launched 10 years ago.
Ten years ago, Ethereum was still in fundraising.
It had never been popular but has recently become a hit.
It should be a secondary promoter, operating behind the scenes.
The fund selected $labubu as its IP.
This is different from $pepe's long-term stable natural traffic.
The model of Pop Mart still faces competition, like Sanrio.
This is somewhat like the Maotai and tea cakes for young people.
The big trend is that productivity is becoming stronger and stronger.
Basic living items are becoming more and more non-premium.
While items that satisfy the spiritual world, things that meet emotional needs,
are increasingly premium.

Enough said, I'm off to mine hydrocarbons #silicoin.

《Quick Review of 24h Hot Projects》

1. In the morning, #햄볶는거야 came out.
Silly brother immediately realized
That recently Korean stocks have been quite strong.
If it reaches the Korean community, it could ignite a surge.
Went in and made 2-3 times.

2. Additionally, in the morning, $plasma increased the quota.
Silly brother's deposit has always been gray.
It didn’t succeed; fortune is unknown, let it go.
Silly brother carefully looked at the rules.
What he means is
Staking earns unit points.
According to the points, you get a certain quota.
Having a quota still requires spending money to buy.
It's not that having a quota means it’s free for you.
Deposits require units; units determine the quota option.
After having the option, you still have to spend money.
Nothing in the world is easy to have stable and guaranteed returns.
The fundraising model he summarized:
Unlimited single numbers + No KYC + Fixed total locked amount + Locking earns quota option + Unlocking refunds.
His valuation and financing amount are both fixed.
Continuously releasing deposit quotas will dilute.

3. Last night, we talked about $Kaia. There are rumors in the community that Lee Jae-myung supports Kaia in creating a Korean won stablecoin.
Silly brother searched for information; Lee Jae-myung did not say he supports it.
Currently, it’s all from Kaia's official side, claiming there is such a plan.
The time and scale are uncertain.
But it still stimulated the market.
From a weekly perspective,
It’s weak and powerless.
During the altcoin rebound period 1-2 months ago, it did nothing.
This time, it rebounded by 70% due to this news.
A bad token, riding on a good concept.
The matter has been brewing for 2-3 days now.
Now, I feel the cost-performance ratio is not enough.
Once the news reverses, there will be losses.
Moreover, if there really is a Korean won stablecoin, will it only be on one chain?
Can $Kaia win in competition?
There’s no time lag or information gap anymore.
Silly brother chooses to wait and see, not to chase.

4. Last night, before sleeping, Pump posted a meme collection image.
Silly brother realized that the one with the smallest market cap in the picture might have the largest increase.
Looked around a bit and found $wdog.
The pump was the strongest.
Short-sold with a 60% increase.
Beautiful, it's like giving away money.
A high-certainty opportunity.

《Evaluating the Difficulty of Making Money on 4 Chains》

1. On Solana, if you look at historical candlestick charts, using the weekly chart, you will find that there are very few assets worth holding for the long term.
On Base, there are many more assets worth holding for the long term.
But strangely, the buzz on Solana has always been much louder than on Base.

2. The characteristics of the BSC chain?
The general feeling is that it is an easy mode.
There are several reasons for this:
The Chinese community is very close to the information from the market makers.
The chain is slow, leading to a slower pace, and operations are more relaxed.
Valuation is clear; CZ retweets for hundreds of thousands, changing profile pictures for millions, and alpha versions for tens of millions.
Projects that come from the bottom up rarely have strong market makers disrupting the valuation benchmarks.
On BSC, what should we do about the conspiracies that haven’t called us to get on board?
Ignore it, ride the wave, or cause some disruption?
If you are not in the conspiracy sequence, it’s negative EV.
If you are in the conspiracy sequence, it’s positive EV.
Memes on BSC
From the 4-hour chart, they are also not worth holding for the long term.

3. The Ethereum mainnet is somewhat like a slowed-down BSC; the risk of going to zero is too high.
The heavy downward pressure cannot be sustained, and there are few themes.

4. From a retrospective perspective, without considering conspiracies,
making money on Base is the easiest.

Just saw, silly brother little bee alby wallet 11 addresses' btc
All cleared out by the wallet team

Chest tightness, shortness of breath
Can't catch my breath

It is reported that Hangzhou summoned cryptocurrency practitioners to the police station, involving more than 30 types of crimes. What should we do?

Today's market is average, and the foolish brother has already started discussing relationships with group friends.
The foolish brother suddenly had a startup idea
which is to use an agent to chat
to accompany middle-aged women in conversation, satisfying their emotional needs
replacing the user’s casual talk
by taking the user's chat history with women for training
to generate an independent agent
and then connecting it with social tools.
This allows for high concurrency
and eliminates the boring intermediate process, liberating men everywhere.
At this point, a group friend reminded me that isn't this what #0xdream is doing?
Upon looking, #0xdream is an AI infrastructure protocol built on MCP.
AI agent + immersive AI companion + MCP infrastructure.
Upon further investigation, 0xdream is developed by Star Japan Studio,
officially claiming to have 47 million users and an annual revenue of 16 million.
Such quality is rare among AI projects on BSC;

The $Jager project, since the foolish brother discovered it during the May Day holiday,
has gone through ups and downs.
With 200,000 addresses, $Jager has firmly secured its position as the top dividend earner on BSC.
In recent days, the price has finally stabilized.

Regarding two presales, to get straight to the conclusion:
$Sahara is still seeing people gradually investing today.
Group friends predict that this time it is likely to be oversubscribed by 10 times,
with a profit of about $200 per order.

The other project, $plasma's public offering, has much lower enthusiasm.
$plasma's public offering starts tonight at 9 PM.
Group friends estimate there is about a 40% return rate.
However, the lock-up for $plasma is quite unpleasant.
The principal is locked for 40 days, which is quite long + XPL is locked for 40 days before unlocking.
This double lock will deter many people, and only those willing to take the lock-up risk will invest.

《A Day Like a Battle》

Today's primary market has a rhythm like a battle.

1. On Sol, good old Costco $costco came out at noon
This is a project released by the beloved old artist Matt
Subsequently, all chains started to rise, but still mainly on Sol
When $costco reached 1-2m on Sol, it all rugged
I feel like Costco and Matt's usual style are completely different
Matt has also been corrupted by money
He is no longer the good artist for the people
In the afternoon, the community CTO with a heavy heart
In the fluctuations, it rebounded from zero to a new high

2. On $Sui, worth mentioning is $cetus
$Cetus has a market value of 120 million
The stolen funds are around 6kw
Promised 100% compensation
Cleared team interests + borrowed 30 million from the Sui Foundation for compensation
Subsequent retail investor returns of the agreement are low + still need to repay the loan
It can be foreseen that the growth of the agreement is difficult
It is estimated that the Sui Foundation will weigh pros and cons to prevent $cetus from collapsing
Additionally, according to the compensation of $cetus, there is selling pressure
Considering comprehensively, after the theft, $cetus is hollowing out its own future for compensation
The $sui Foundation is not assistance but borrowing + possible pressure
The team's situation of acting like a good Samaritan is likely hard to sustain
However, the Sui Foundation has also avoided the short-term collapse of the liquidity center
Therefore, I will just observe $Cetus for now
I am just an outsider analyzing, feel free to provide clues if you have insider information

Additionally, I have also noticed a new meme project on Sui $Suimon in the past two days
When I was a kid, I used to sit in front of the TV every day watching Pokémon
And now we have all grown up
$Suimon's meme is more adult-oriented
It tells the story of Ash, who after encountering setbacks, becomes an alcoholic and turns into a stripper
This is a story of rediscovering one's original intentions

3. The most significant event today is the public offering of $Sahara
Today is the first day of KYC
Started at 11 am, studios gradually began to take orders
By noon, I started to notice that some big players were rushing in with thousands of accounts
By the afternoon, major studios had been fully booked
KYC prices have also doubled
Regarding registered IP + kyc IP + deposit IP and independent fingerprints
The logic behind banning accounts has caused a lot of anxiety
Waiting for further disclosures from the platform

I asked several buddies, and they all had sexually transmitted diseases
Why is the rate of sexually transmitted diseases so high in the crypto world?

《June 6 Market and Trading Reflection》

A brief overview of today's primary market.
Today's market is simply stagnant.

1. Let's first talk about BSC; there are several $cousin tokens draining $BC,
causing $BC to struggle to maintain its position.
The imitation tokens are even more painful;
In the evening, the BTE mining machine dividend scheme
failed to impress the fool, so he remained inactive.

2. This morning, the core event on SOL is Musk announcing a new party with Liansheng,
the America party as well.
As a result, $AP and $TAP initially performed very strongly.
I believe the likelihood of Musk forming a new Liansheng is very low.
If he starts a new party, Musk might not even be able to protect his own life.
If American politics is adult politics,

3. A group friend mentioned a small meme that sold off, which should have diamond hands.
This is a typical retrospective perspective.
An isolated case + retrospective perspective.
If you take 20 examples to examine, and then look at whether to sell quickly or not,
If you take 20 examples * 3 different ecosystems * 2 different market stages to examine,
then look at whether to sell quickly or not.
Judging a strategy based on just one example is like traditional Chinese medicine;
Western medicine relies on large sample random double-blind studies.

《June 6 Market Conditions and Operations》

1. From yesterday to today, three major macro events in the market:
Fear of Putin using nuclear weapons, the China-US tariff war, and the Trump-Biden conflict.
Some are exceptionally pessimistic, believing the market will not recover.
However, I feel that all three situations might reverse.
As time goes on, if Putin doesn't use nuclear weapons, he won't be able to.
Restrictions on rare earth minerals have also eased, and the tariff war may calm down.
The Trump-Biden conflict might also welcome signals of reconciliation at any moment.
In fact, whether these events are real or staged is still uncertain.

2. This morning, a clear opportunity on SOL is the $kbbb conspiracy.
I got up early to chase the trend.
I also managed to buy a bit of #trenches at a low point.
Last night's Trump-Biden conflict made everyone realize that bonk, bv are not effective; it’s still pump that works.
These financings have become smoother.
#Trenches, as a platform for Pump, currently has too low of a market value.

3. BSC is the main focus today.
I followed the trend and jumped on $bc, getting in with over $100,000.
When my mom called me for lunch, I had already made 3-4 times my investment and decided to cash out.
I left a little moonbag.
After my nap, I noticed CZ changed his profile picture.
Selling took off.
My cousin $EC also joined in.
But I lack confidence in the theme.
Also, I finished selling during lunch.

4. Currently, overall market liquidity is still insufficient.
Because of the Trump-Biden conflict, there hasn't been a large sum of over 100 million coming out.
It's mostly in the range of millions to tens of millions.
This is a bottom-up target.
The conspiracy involves targets of tens of millions.
Last night I said: This moment is no less than the $pnut moment.
In the end, I stayed up all night for nothing.

Woke up, reviewing last night's fight between Musk and Elon, intense pvp:
1. Bsc is indeed an easy mode, with big profits coming from Bsc's clones;
2. On-chain tracking of well-known addresses is not timely, silly brother needs another screen;
3. The leader killbill is the most worthy to heavily invest in;
4. Managing too many coins at the same time can easily lead to poor exit control.

《Today's Primary Market is Great》

1. Today everyone says the market is bad
But what happened?
BSC first launched the big dog Moolah
The first meme from the collaboration between ListaDAO and FLAP
It rose impressively

2. BSC also continuously released small dogs
The most surprising thing is BIGPENGU on BSC:
Even the white paper is copied, from the mainnet.
Even the documentation states it was issued by pump, without changing it to four.
So careless, they wouldn't even let an AI review it for free
So shabby, yet retail investors can't see through it

3. Sol released the big dog kbbb
The narrative keeps escalating
It seems to have become a symbol of the split between Musk and Trump

4. Brother Silly checked the current USD1 trading competition
First place is B
Second place is CA
However, the trading competition has just started, and the main characters may not have appeared yet

5. Today's primary market is very good
It's a typical favorable period in the market
For new targets, as long as you're daring enough to go all in, you can make money
Feelings about the market should come from your own frontline experience, not just following others.

Bsc Community, the way to greet these days:
Give me the truth, is this project really insider information?

《June 4th Hot Project Scan》

1. Major Financing Practices in the Market: Circle's IPO financing, valuation of 7 billion. Pump's valuation is 4 billion with 1 billion in financing.
Additionally, we must consider Opensea's TGE.
Many are currently concerned about these matters as they may absorb market liquidity,
leading to liquidity depletion.
Looking at it statically, this is indeed the case.
With too much flour, there is definitely not enough water.
The emergence of new projects is a split from old projects.
But locally, flour can also absorb water.
Circle's financing and IPO can drive ena.
Ena is at the intersection of an ETH rebound and USDC financing, and it can reach USD1.
At the intersection of three lines,
pump financing TGE
can push related coins, alon or trenches.
The absorption of water at core points comes at the cost of market depletion.
When the market is depleted, the water at core points will be more.
It's relative and dynamic.

2. Trump's wallet initiative has been debunked by Eric.
However, after looking into it, silly brother found that after registering an email, one can receive a box.
Currently, it's free and has no cost,
me backing it, even without authorization, one can still play with it under the free condition:
https://t.co/ORYoZHuuWd

3. After a night, the old targets on BSC generally surged.
Focusing on bob/zGhibli/big gorilla/labubu as core targets,
it has initiated a brilliant surge.
Next, the core concern is the targets related to the USD1 trading competition.
This reminds me of the previous support from the Abu Dhabi government for the MGX fund using USD1 to purchase 2 billion USD of Binance shares.
Silly brother speculates that Binance might reciprocate and support USD1 related projects.

4. Back to Sui,
its popular NFT project claynosaurz started with an official avatar change.
Until the last few hours of the public offering, the heat skyrocketed.
Today, many partners experienced a 1 in 10 or 0 in 20.
Off-market prices soared to 1200 dollars,
instantly becoming the leader of Sui NFTs.

5. Additionally, dividend plans have appeared on both BSC and Sol.
With weak vitality and no established trend, I won't say much more.

《Project Scan on June 1st》

During the holidays, investments are in a dormant state. Here are some comments from the public:

1. Talking about Loud:
Isn't this just a pure scheme?
It can be understood as a shout-out mutual assistance scheme based on Kaito.
Shout-out - attract new buyers - the person who shouts out gets dividends - continue to shout-out.
This 8% tax is for the shout-out KOL dividends.
At first, the candlestick seemed promising,
But you can't buy in, the slippage is huge.
Now it has dropped below 10 million.
With the backing of the top 1000 foreign KOLs, is this it?

2. Talking about Asrr:
How much did Google invest in this round? 2.8 million.
Google's investment should be equity + tokens.
Google shouldn't be able to invest in tokens alone.
Currently, this FDV is 25 million.
If the previous VC round valuation was 3,684,883,744,475 million and this data is correct, this group of investors has lost money.
Why did Google invest? It indicates that there are fundamental points that Google is interested in.
What is that point?
The answer should be SLM, small language model.
A lightweight AI task network composed of small language models.
As far as I remember, there hasn't been a project in the crypto space that focuses on SLM.
Bittensor might have some relation, but it's not clear enough.
The theme of Assisterr is top-notch.
But in the current altcoin market, high-quality themes often don't rise and instead drop sharply.
Looking at the candlestick, it is still in a process of volatile decline.
There isn't much driving force.
What does this indicate?
It suggests that it is very likely not a common dog trader in the circle.
Dog traders in the circle are basically in collusion with the driving force.
In the current market, the driving force almost never buys in just because a theme has good fundamentals.
If there is no strong trader, this is a layer of concern.
Previously, when Alpha was introduced, it seemed there wasn't much promotion.
Various signs suggest that this trader is not very familiar with the tactics in the circle.
Asrr's unlocking schedule:
The unlocking is relatively uniform.
Investors basically unlock in 6 months.
Most importantly, for investors, 99% of them will dump after unlocking.

3. Talking about the BV ecosystem:
The BV ecosystem now only has 2 targets worth tens of millions left.
It's too miserable.
It's not as good as many KOLs shouting in the group.
I thought I had misjudged.

I heard that $loud can earn 1200 sol by getting a white list
Copy and paste the three-piece set for mutual review in the comments: $loud #loudio Loudio
Let's level up together

《Returning to Basics of Virtual》

Many friends, upon hearing that new investments on $Virtual have yielded 30 times, 50 times, and even 200 times, are drooling and eager to jump in.

Silly Brother says, hold on. This is a typical exaggerated return phenomenon in the crypto circle. The actual returns differ greatly from the reported returns, so let Silly Brother explain.

1. First of all, these crazy multiples generally refer to the peak point. For example, the 200 times of $solace means you could sell at the peak, but now it has dropped by half.

2. Secondly, they don't let you sell. It's not that they don't let you sell, but if you do, your account will be almost worthless. You can't participate in pre-sales for 10 days after selling. In the tumultuous world of splitting coins, what does stopping for 10 days mean?

3. Limits. One address can hold a maximum of 566 $Virtual. Moreover, to buy 566 $Virtual, you also need a lot of points. For example, the popular solace requires nearly 2 million points to fully participate. Ordinary retail investors without that many points can only afford a small amount.

4. Large investments. Wasn't it said that the multiples are high? So, investing $10,000 could earn you a few million? Think again. How do you accumulate points? You need to buy $Virtual, $vader, or new coins, or stake or hold coins steadily to accumulate points. And it's not just about having enough points; for slightly better projects, points will be significantly oversubscribed. For instance, the top point earner for $Solace staked over 400,000 USDT of $VADER for a year. After a year, will this small clone $vader go to zero? Even if you encounter a once-in-a-lifetime new investment opportunity after staking, you might only break even with a small percentage.

5. Point inflation: Under the rules of oversubscription, points are now experiencing severe inflation. Silly Brother remembers that in mid-April, he could earn enough points from a few thousand USDT in coins to fully participate, but now, $Solace requires 400,000 USDT to stake. This is due to the vicious inflation of points.

6. Rare exceptional new investments. If every new investment were exceptional, that would be fine. However, most new investments fail, are not fully subscribed, and result in direct refunds. Many are mediocre with average returns. The probability of exceptional new investments is low.

7. High friction costs. You should realize that these small coins like $virtual are traded on their own platform's pool. The transaction incurs a 1% tax, and the small pool has huge slippage. In the morning, there was a screenshot of selling $solace worth $100,000, with a slippage of 17%. Isn't $Solace worth 60 million? Why is the pool so pitifully small?

8. Risk of collapse. Since it's a market, there is a risk of collapse. Negative feedback spiral: $virtual drops -- cannot bring good projects to benefit users -- retail investors' staking willingness drops -- buying volume decreases -- increase the number of tokens for sub-projects -- $virtual drops further -- cannot afford to bring good projects. Once a collapse occurs, within a few days, it traps all those who staked inside, and no one can escape.

9. Difficult to hedge. Then someone might say, I will buy $aixbt to stake and then hedge on the exchange. Because $aixbt's point coefficient is low, estimations suggest a monthly yield of 50%. But you have to consider the hedging costs. With less capital for hedging, it might rise first and then fall, causing a double explosion. If you open a short position with 1x leverage, the investment will double. Considering funding rates, entry and exit friction costs, and slippage, this is a monthly yield of 20%. And this yield is static; if more people get involved, the yield can drop at any time.

10. Easy to lose. What does easy to lose mean? It means that the platform has many details that make it easy for retail investors to make mistakes and lose profits. For example, multiple accounts could be deemed as witching. For example, insufficient $virtual balance may cause you to lose earned points due to deductions. For example, if you sell an airdrop, there will be no more airdrops in the future. For example, if you sell coins that were initially good for new investments, your account may be frozen for 10 days, etc.

11. Points expiration. The points you painstakingly earned have only a 1-month validity. This forces you to continuously invest, which can easily tire retail investors. Tiring retail investors is a smart strategy.

To summarize:
1. The Virtual ecosystem is a heavily burdened historical ecosystem with insufficient innovation in new targets. While the current static returns are not bad, it excels at embellishing its reported returns, leading retail investors to misunderstand.
2. How long can this market survive? Unknown. Is it already on a downward slope from its peak? Unknown. Will it continue to rise? Unknown. For users, it is a One Way Street (dead end), and most retail investors are destined to suffocate in staking.
3. Silly Brother admires those who can design markets. The carefully designed dividends + splitting + mutual assistance scheme integrates the clever design of three markets. Virtual has propelled this heavily burdened ecosystem to this extent without any new good cards, which is impressive.

#virtual $VIRTUAL