web3_Ace

Warren Buffett's cardboard punching theory is like this:

Assuming you can only make 20 investment decisions in your life, each time you make one, you punch a hole in the corresponding card, and once the holes are punched, you can no longer invest.

If you only have 20 investment opportunities in your life, you would be very strong; you would choose the best companies and wait for the most suitable prices.

This punching card theory means:

1. Make fewer decisions
2. Only do what you are most knowledgeable about
3. Treat investments as a growth strategy rather than closing operations.

Munger's addition to this is: do fewer correct things, rather than doing too many things.

You don't need a lifetime; if I could manage to invest only 20 times a year,

I wouldn't be buying the dip above 100,000 now.
I would have money to buy the dip below 100,000 now.
I could place larger bets with smaller risks now.
I wouldn't be here rambling and typing now.
I wouldn't need to think of ways to fund my investments everywhere now.
I wouldn't be FOMOing now.
$BTC $ETH $BNB

Statistics have been compiled on the lowest prices and times for three cryptocurrencies this year👇

BTC 2025/4/8 78465.2
ETH 2025/4/14 1573.59
BNB 2025/3/11 548.6

In other words, theoretically speaking, if you held these three coins at this year's lowest point, the best performer would actually be ETH, which has still doubled despite the current significant drop.

Meanwhile, BTC's yield is currently around 25%, and BNB is over 90%.

However, pay attention to the timing; these lowest points were primarily in April, and it's only been 7 months since then.

The happiest thing is nothing more than the missed bus coming back to pick you up.

So what is the most painful thing in the world?

Nothing more than the bus comes back to pick you up, and you find that you don't have a ticket to get on the bus!!!

Ah, I won’t say who it is, but from now on, there's one more person in pain, and that's me 😭
$ETH
$BTC
$BNB

I woke up this morning to a bloodbath in the bull market, with another major market crash.

But I discovered that a wallet I'd almost forgotten about still held ETH with a cost basis of 160.

Even now, it's more than doubled in value.

I observed some interesting phenomena: whales are now showing a stronger preference for buying ETH at the bottom.

Let's look at these phenomena and some data I just compiled 👇

In the past 12 hours, on-chain whales and large investors have been adding to their ETH positions because ETH entered the strike zone earlier in this correction.

(In layman's terms, it fell more sharply than other assets, haha)

BTC is down approximately 6.1% from the previous trading day's closing price.

ETH is down approximately 9.2% from the previous trading day's closing price.

BNB is down approximately 4.3% from the previous closing price.

A compilation of whales buying at the bottom 🧑‍🏭

1⃣ The "Seven Whales" (whales/institutional investors) have been continuously buying ETH during this market correction. The latest purchase was 7 million USDT worth of ETH, totaling 2211 ETH, at an average price of $3166.

Since November 4th, this alliance has cumulatively purchased 44008 ETH for $152.99 million, with an average cost of $3477.

2. A "whale that previously borrowed to short 66,000 ETH" purchased 19,508 ETH from Binance, worth $61.03 million.

A few hours later, it bought another 16,937 ETH, worth $53.91 million.

The cumulative purchase amount has reached 422,175 ETH, with a total value of $1.34 billion.

3. A new address, 0x9973 (likely related to Bitmine), just received 9176 ETH from the Galaxy Digital OTC wallet, worth $2914.

I used to laugh at E-Guardians, but after doing some statistics, I found they've been quite strong this year.

Sorry, I misjudged you.

ETH entered the strike zone earlier than BTC; it's time to make a move, young man!

I'm going to poke the first hole in the investment board!

$BTC
$ETH
$BNB

The day before yesterday, YZI Labs announced its investment in Renewal Bio. Since rebranding from Binance Labs 25 years ago, YZI Labs has now expanded from a single Web3 domain to three pillars: Web3 + AI + Biotechnology.

CZ still misses longevity and expressed a wish to borrow another five hundred years from the heavens.

Speaking of Bio, this biotechnology company is quite impressive.

In January of this year, Binance Labs officially changed its name to YZI Labs, clearly defining its investment scope as Web3 + AI + Biotechnology.

In March, Jane He was appointed as the general partner, specifically responsible for biotechnology investments.

The investment in Renewal Bio yesterday was mainly used for laboratory expansion and preparation for clinical trials.

As YZI's first layout in the biological field, Renewal is also quite remarkable.

To briefly explain their business, they take your own cells to create a completely new version of you.

You can imagine a doctor taking a small sample of cells from you, then processing these cells into stem cells and allowing them to develop like an embryo. Eventually, this new cell will grow into organs like a heart and liver.

If any of your organs have issues, you can use this new organ for transplantation, and there will be no rejection reaction at all.

Of course, this technology has not yet been realized; it is considered their long-term goal—organ regeneration.

Currently, their focus is on hematopoietic stem cells to treat leukemia and immune system diseases, which is similar to what I mentioned earlier—cultivating healthy stem cells from the patient's cells, but lacking the subsequent step of developing into complete organs.

In 2022, they conducted experiments with mice and successfully synthesized embryos, developing brains, blood, etc.

In 2023, they created a "synthetic embryo model" using human cells, equivalent to the developmental stage of 4-6 weeks of pregnancy.

The key technology now is the artificial womb, meaning that children no longer need maternal cultivation, which feels incredibly impressive.

CZ has previously expressed concern for health and longevity.

I can only say it's impressive. I hope the big shots invest more and see if I can benefit from some development welfare in my lifetime.
$BNB

Do you still remember the death of DAT that I wrote about before?

Now the opportunity has come, the market value of Strategy has once dropped below the value of the BTC it holds, do you remember what this belongs to in value investing?

The opportunity in undervalued assets, let's talk about it together 👇

First, let's look at some of the latest policy news.

Japan is considering adopting some restrictive policies to curb the growth of financial companies, including tightening regulations on shell listings and requiring companies to undergo new audits.

The effects are quite significant; three Japanese listed companies have stopped buying crypto, which is one of the main reasons the crypto circle has been quite sluggish recently!

This is Japan's policy; I've previously mentioned similar policy restrictions in other places, you can refer to my quoted posts.

Now, let's look at the leading DAT company, Strategy. In the past six months, its market value has directly dropped by 40%, now it stands at 64.5 billion.

However, on 11.11, despite the significant market drop, Strategy still chose to continue buying 487 bitcoins, amounting to approximately 49.9 million USD, with an average purchase price of about 102,557 USD per coin.

The latest holdings are 641,692 coins, calculated at today's BTC market price of 11.13, which is 66.2 billion.

Have you noticed? The market price difference has come; now Strategy's stock has deviated from the value of the BTC it holds, which you can pay attention to.

On the other hand, Strategy's bottom-fishing behavior for BTC also belongs to brand name trading. The long-term outlook for BTC still needs to be optimistic $BTC

Let's take a look at two important policy changes that are directly related to the next bull market next year

Hong Kong's Ensemble project enters a new phase and Singapore's tokenized bills


1⃣ Everyone should know about Hong Kong's previous sandbox plan, which caused quite a stir when it was introduced, but later tightened up, and now there is basically no discussion domestically

The main reason is that it cannot be issued, and it will be deemed illegal

Today, the Hong Kong Monetary Authority announced the launch of Ensemble, entering the trial phase

In simple terms, this project aims to consolidate all token-related funds (including deposits, funds, bills) into a regulated settlement system for trading tests

The initial application scenario is tokenized deposit slips for cross-border payments, with the goal of making tokenized deposits a daily usable tool within the banking system

This is Hong Kong's closest core project to the implementation of CBDC (Central Bank Digital Currency), as well as the main direction of tokenized financial infrastructure in Hong Kong for the coming years


2⃣ Singapore has indicated that it will initiate a pilot for the issuance of tokenized MAS bills next year

MAS will conduct tokenization experiments on real central bank short-term bills, and then test indicators such as scalability and settlement efficiency

The aim is also to bring tokenization to the financial infrastructure level, accelerating the traditional sector's full involvement in on-chain finance


3⃣ So friends, cherish BTC around 100K, cherish ETH below 4000, cherish BNB below 1000

Although the current stage is weak, the future is still bright. It is foreseeable that a large amount of traditional hot money will flood into the crypto space starting from the pilot

Mom, I see hope again $BTC
$ETH
$BNB

Today, we tested this many times. Actually, there are no significant issues with this product. It's just important to keep an eye on the market right after placing an order.


Additionally, it's necessary to control oneself and not rush to enter the market before the product gives a signal.


The biggest test loss today was due to chasing after the signal had already passed, and then later a signal to reduce positions was given, so I had to hold on for a while.


If I had completely followed the product's signals, the subsequent pullbacks would not have breached my entry line; at most, the rate of return would have just decreased a bit.


I took the next few trades seriously, and I made profits on all three.


I still need some time to get used to it, including determining which assets are more suitable for this product, and I will need to filter those out.


I plan to start recording the signals given at the time of placing orders from the next trade, making a formal experimental record.


Moreover, for someone like me who is still working, I need to find a strategy that reduces monitoring time while still being profitable, and I need to test that.

It seems that my timing for bottom fishing yesterday was still a bit early. Seeing a short-term pullback, I jumped in, but who knew it would drop further after I bought it.

But it’s okay, I still sleep soundly. If it drops more, I’ll buy again.

I’m not afraid of these few coins in the spot market; I’m just worried that it won’t give me a chance to get on board.

That said, I want to write down my long-term investment plan, mainly in crypto + a few tech stocks in the US, with the long-term allocation being like this 👇


Actually, in the long run, I’m more bullish on NVDA. My investment plan is quite aggressive.

The reason is that the price movements of most mainstream coins tend to be consistent over time, and crypto assets strongly follow US tech stocks (though there might be a bit of divergence recently, haha).

However, recently tech stocks have all reached new highs, and the cost performance of coins is far inferior to crypto. So, over the past three months, I’ve adjusted the weights slightly based on this.

Holding these assets on my list is equivalent to being on the rocket of human technological civilization, but I’m still considering whether to reduce the weight of crypto.

After all, compared to AI, crypto is still relatively weak in the long run $BTC $ETH $BNB

I just bought a little U to bottom out some mainstream assets

I can't compare to Eugene's ability to buy at pin prices; I placed my orders seeing that most were in short-term pullbacks

My personal bottoming list is like this, hoping to hold on, after all, I don't have infinite bullets

BTC 40% Cost 104526
ETH 33% Cost 3558
BNB 20% Cost 958.72
SOL 7% Cost 163.85

Holding crypto spot for the long term, and at the same time I'm also allocating NVDA ASML TSMC

But recently tech stocks have hit new highs, so I bought crypto first with the recent funds

AI + Crypto is promising for the long term, starting a regular investment mode!
$BTC
$ETH
$BNB
$

Testing the quantitative product on the third day

Yesterday, I researched this plugin and worked until four in the morning today.

No exaggeration, this plugin is quite useful for retail investors (not sure about institutions).

On the third day of testing with a $10 investment, I have initially grasped how to use this quantitative plugin.

Today, I woke up and started trading at $XPL , originally achieving a 206% return.

After closing that, I transferred to trade $GIGGLE , and just after buying, CZ's comment caused a drop.

But the main problem lies with me; I forgot to set a stop-loss when placing the order, which resulted in losing all the $50 built up from the previous $10.

Fortunately, every time I take profits, I set aside 1/3, and continue testing with the remaining $2!

Now with $2, I opened $币安人生 , and according to the strategy I’ve explored so far, it’s still developing steadily in the expected direction.

Today's strategy has become stable; if everything goes well this week, I can start investing more funds.

I need to acquire more good resources later, and if it's good, I'll support it with some cash, hahaha.

I really suggest that opinion and Polymarket open this prediction

The popularity is definitely going to be high

This giant whale already had high popularity, and now it's opening a derivative prediction

Let's see if there are large amounts of funds going in to follow him, especially since there haven't been any interesting topics lately, to test just how many people want this bad whale to lose money😍
$BTC
$ETH
$BNB

Originally, there was news this morning that the rate cut expectations for December are going to be lowered, and recently the market has been so sluggish.

But the older brother is just not satisfied, really can't think of any short-term positive news.

However, with such a large amount of capital, there must be a professional trader behind it, it can't just be to maintain the so-called 100% win rate while stubbornly holding on.

Either there are so many bullets that they are fearless, or they are waiting for a big move.

I feel it's the latter, quite scary.
$BTC
$ETH
$SOL

Winning rate 100% Big Whale Brother has recently fallen into a comprehensive floating loss

This should be the first time his account has been this red, if it were A-shares, it would be laughable

The reason for his current situation of stubbornly holding onto floating losses can be traced back to October 29th when he made BTC & ETH trades, since then he has not actually made any profits, only floating losses

Then the next day was Powell's speech, as everyone knows

Although the interest rate cut was in line with expectations, it indicated that the possibility of a rate cut in December is low

Dove with a hint of hawk, the Asia-Pacific region woke up to a major market decline

And multiple long orders placed by Big Whale Brother have been executed

As of now, Brother holds BTC/ETH/SOL/Hyper in four currencies, which have all fallen into floating losses

The largest floating loss is with SOL, floating loss of 128%, with total positions nearing 30 million in floating losses

Thinking back from October 11th to now, it has been less than a month, during which nearly half a month Brother has been calling the shots in the market, undefeated

The strategy back then was to follow the trades, as long as you followed the Big Whale, you would be profitable

But now the Big Whale's popularity has clearly diminished, and the market no longer fully cares about him

Just don't know if this time Brother can continue his winning streak, and how long his winning record can be maintained

I strongly suggest opening this prediction on Polymarket and oinipn, first opening a bet on whether Brother will cut losses and exit, or if he can persist and continue to win

I think it's very interesting haha

Brothers, if you open it, which side will you bet on haha $BTC $ETH $SOL