小企鵝阿批 Penchan
228 Posts
小企鵝阿批 Penchan
Sui 中文區大使 - 資深水家人 | 各類型 Sui 鏈科普 | 2017 以太坊老礦工 | 過去：MaiCoin 台灣最大交易所，計算機工程@政治大學，工程@清華大學
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🐂 2025 Bull Market Long Cycle DCA Position Review
In celebration of my birthday, little penguin's original plan was:
Start 12 months of regular investment in 2023 and sell in 2025.
The following results are indicated by average price.
$BTC 29,036 → Switch to public chain
$ETH 1,830 → Switch to public chain
$SOL Heavy position 22 → 196 (8.9x)
$BNB 237 → 1040 (4.3x)
$DOGE 0.07 → 0.217 (3.1x)
$SUI Pre-sale 0.1 Heavy position 1 → 2.07 (2.0x)
$TON 3 → 3 (0x)
——
1. Core Concept: Cycle
2. Strategy: Binance hourly regular investment + wealth management, combined with various mining during the bull market: DeFi on Sui/Solana/Ton and BNB gold shovel. Sell based on daily RSI in the bull market.
3. Switching mainstream coins among other alts: ARB OP MATIC AAVE PYTH OKB BLUR ORDI. The reason for switching is to increase certainty and changes in narrative, etc.
4. Still have SUI SOL staked nodes and LST.
5. Thoughts:
- Holding BTC has high stability and good multiples.
- It's hard to judge whether mainstream will take off, consider diversifying investments.
- Major narrative changes will always happen, always pay attention and maintain flexibility appropriately.
- Follow the strategy, don't fall in love with coins, go fall in love with your girlfriend!
In celebration of my birthday, little penguin's original plan was:
Start 12 months of regular investment in 2023 and sell in 2025.
The following results are indicated by average price.
$BTC 29,036 → Switch to public chain
$ETH 1,830 → Switch to public chain
$SOL Heavy position 22 → 196 (8.9x)
$BNB 237 → 1040 (4.3x)
$DOGE 0.07 → 0.217 (3.1x)
$SUI Pre-sale 0.1 Heavy position 1 → 2.07 (2.0x)
$TON 3 → 3 (0x)
——
1. Core Concept: Cycle
2. Strategy: Binance hourly regular investment + wealth management, combined with various mining during the bull market: DeFi on Sui/Solana/Ton and BNB gold shovel. Sell based on daily RSI in the bull market.
3. Switching mainstream coins among other alts: ARB OP MATIC AAVE PYTH OKB BLUR ORDI. The reason for switching is to increase certainty and changes in narrative, etc.
4. Still have SUI SOL staked nodes and LST.
5. Thoughts:
- Holding BTC has high stability and good multiples.
- It's hard to judge whether mainstream will take off, consider diversifying investments.
- Major narrative changes will always happen, always pay attention and maintain flexibility appropriately.
- Follow the strategy, don't fall in love with coins, go fall in love with your girlfriend!
Verified
If you're also providing liquidity on Sui, you should check out Turbos, this auto-rebalancing Vault. It's not just everyone crowding into the same pool; each LP has their own independent vault, giving you more control over your assets, which feels way safer. Plus, you can set your strategies based on your risk appetite, adjusting the range and how you take profits, making it way more flexible. Even when the chain is super busy, you can make low-cost, real-time adjustments, making liquidity management smarter and hassle-free.
Walrus's storage docs mention a fixed USD pricing of: $0.023/GB/month. For newbies, this makes decentralized storage feel more like a budget-friendly cost, not just an on-chain narrative.
You can't just check the APY for LST
TVL shows how much capital is willing to stay in the protocol, and liquidity depth will affect your entry and exit costs. APY is the yield perspective, while TVL gives clues about the overall health.
#haedal
TVL shows how much capital is willing to stay in the protocol, and liquidity depth will affect your entry and exit costs. APY is the yield perspective, while TVL gives clues about the overall health.
#haedal
Verified
Turbos Finance is a non-custodial decentralized trading platform built on the Sui blockchain, offering token trading and liquidity services. They utilize a Concentrated Liquidity Market Making (CLMM) model to boost capital efficiency, making it suitable for both regular traders and liquidity providers (LPs).
Little Penguin has had a solid experience using Turbos multiple times in the past, and everyone should definitely check out their pools if they get a chance. Official site: https://turbos.finance/
Little Penguin has had a solid experience using Turbos multiple times in the past, and everyone should definitely check out their pools if they get a chance. Official site: https://turbos.finance/
Cetus's Infinity Pools and Vault can be seen as LP management tools. Providing liquidity isn't just dumping it into the pool; range, fee tiers, and rebalancing all impact the outcome.
Using #Haedal and holding HAEDAL token should be viewed separately.
Users stake SUI to earn haSUI, and it's not necessarily required to hold HAEDAL. Token demand should be assessed based on veHAEDAL, buybacks, and governance design.
Users stake SUI to earn haSUI, and it's not necessarily required to hold HAEDAL. Token demand should be assessed based on veHAEDAL, buybacks, and governance design.
Happy Birthday to ChuanTou Gu 🎂 Leave a message and you’ll get rich
#Bitcoin bounces back to $64,000
#Bitcoin bounces back to $64,000
💧 Evan Cheng, co-founder and CEO of Mysten Labs, recently stated in an interview that besides Sui, current blockchains are heading in the wrong direction in terms of data models and architectures.
Evan believes that mainstream blockchains use a ledger model that only records and moves quantities, which fundamentally fails to capture the complexities of things that continuously change throughout their life cycle.
When discussing the integration of AI and blockchain, he pointed out that what AI does requires human trust and verification afterward to confirm it truly executes the user's intent; meanwhile, blockchain automates a large number of processes through mathematics, cryptography, and software, showcasing a clear complementarity between the two.
In terms of actual adoption, Evan mentioned that the Sui wallet is gaining a lot of users, most of whom are not in the U.S. but in other countries for daily activities, including crypto payments, investments, transfers, and various transactions.
He noted that users are already actively engaging with the DeFi ecosystem and beginning to use products like stablecoins, and the team has a credit card set to launch soon (!), along with several products designed for Bitcoin holders.
Regarding the current state of the industry, he believes that the doors are wide open for institutions, as various parties are contemplating how to leverage this technology to advance their interests and improve existing inefficiencies; however, the overall landscape remains in an open yet early stage.
Looking ahead, Evan anticipates that the market will no longer repeatedly question whether blockchain can become a key component of the financial industry, as a clear answer to this question will emerge soon; he also thinks skepticism about the role of blockchain in AI from the outside will significantly diminish.
Evan believes that mainstream blockchains use a ledger model that only records and moves quantities, which fundamentally fails to capture the complexities of things that continuously change throughout their life cycle.
When discussing the integration of AI and blockchain, he pointed out that what AI does requires human trust and verification afterward to confirm it truly executes the user's intent; meanwhile, blockchain automates a large number of processes through mathematics, cryptography, and software, showcasing a clear complementarity between the two.
In terms of actual adoption, Evan mentioned that the Sui wallet is gaining a lot of users, most of whom are not in the U.S. but in other countries for daily activities, including crypto payments, investments, transfers, and various transactions.
He noted that users are already actively engaging with the DeFi ecosystem and beginning to use products like stablecoins, and the team has a credit card set to launch soon (!), along with several products designed for Bitcoin holders.
Regarding the current state of the industry, he believes that the doors are wide open for institutions, as various parties are contemplating how to leverage this technology to advance their interests and improve existing inefficiencies; however, the overall landscape remains in an open yet early stage.
Looking ahead, Evan anticipates that the market will no longer repeatedly question whether blockchain can become a key component of the financial industry, as a clear answer to this question will emerge soon; he also thinks skepticism about the role of blockchain in AI from the outside will significantly diminish.
Cetus's Infinity Pools and Vault can be seen as LP management tools. Providing liquidity isn't just about throwing it into the pool and calling it a day; range, fee tiers, and rebalancing all play a crucial role in the outcome.
LST shouldn't just be about APY. TVL shows how much capital is willing to stay in the protocol, and liquidity depth will also impact entry and exit costs. APY is a yield perspective, while TVL is a health indicator #haedal
#Cetus The account and trading figures on the homepage can be used to gauge depth, but they shouldn't be directly equated with profitability. Newbies need to understand the distinction: volume, revenue, and token value are different issues.
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