yueya_eth

Today, be sure to wear your hat properly 👒

Continuing to protect:
🖤 @defidotapp: The one who understands my little treasury the best
🤍 @KaitoAI: The little genius who helps me score high even when I chatter away!

We are not just cute, we are

"Hugging Liquidity × Cat Power Information Flow"

Double buff support, let's go～✨

@0xWenMoon

Business is like water: How I understood the underlying logic of the Crypto world from a single course

Many people think that only those who do business need to understand commerce. That's not true. Business flows silently like water in the cracks of life, permeating our every decision, choice, and action.

Life is like an RPG game, pieced together by countless choices. A person's success often depends on making the right choices at critical junctures. Those who truly understand business are often better at making choices.

I realized this a few years ago while listening to Teacher Zhang Xiaoyu's "Classic Business Cases Course."

The course discussed many companies we are familiar with: how Starbucks shapes pricing power through the "third space," how Costco builds membership loyalty with "low SKU high trust," how Disney creates an IP empire through content extension... For the first time, I truly understood the meaning of "business model"—why a business exists, how it makes money, and how it sustains itself.

I began to understand that business is not merely about "selling," but rather a systematic engineering approach to design and operations. It designs how people pay attention, how they act, and how they invest resources and trust over the long term.

Just like LABUBU, those who don't understand it often think it's just an ordinary plush toy, but behind it is Popmart's marketing, capital operations, and even China's necessary transition from a production-oriented society to a consumption-oriented society.

Crypto is similar. When I entered the Crypto world in 2021, I found myself back at that familiar starting point—only this time, what was meticulously designed was no longer coffee, membership cards, or amusement park tickets, but tokens, chains, protocols, narratives, and communities.

Many Crypto newcomers constantly ask: Which project will rise? Which token is worth buying? But to me, the potential of a project is not determined by how strong the technology is, but whether its business design is viable in the short or long term.

The so-called business design is whether the project team has truly thought through these questions:

Who are its true "users"? Why would they come, stay, and pay?

Does the token, beyond speculation, form an effective incentive loop?

Is the narrative precise, sustainable, and reusable enough to transcend cycles?

Is the underlying game structure cooperative or zero-sum?

Many people think Crypto is a "decentralized new order," but I increasingly feel that it is essentially an extreme interpretation of business logic in a free market.

Crypto has no protective mechanism; the life and death of projects can change in an instant. It forces everyone to constantly return to the two fundamental questions:

What value are you really providing?

How do you turn attention, resources, and trust into sustainable growth?

Isn't this the purest essence of business?

If we break it down further to the individual level, we can also ask ourselves:

Is what you are doing, in the medium to long term, a positive EV (expected value)? Is it becoming easier, or is it becoming more exhausting?

As your wealth grows, do you become happier and freer?

Now you can watch the market all day, what do you plan to do in five years?

In the Crypto world, we have witnessed how narratives create FOMO, how mechanisms shape behavior, and how KOLs influence pricing power; we have also seen the disassembly, reorganization, and tokenization of the Web2 traffic model.

Here, business is not a skill, but a cognitive ability that transcends cycles.

I am very grateful to Teacher Zhang Xiaoyu for helping me establish a coordinate system for "understanding the world" in advance. Now, whether I am evaluating a new protocol, designing an incentive model, or dissecting a TGE roadmap, the same underlying capability is always at work: insight into human nature, designing incentives, and understanding structure.

This is also why I recently gave up a lot of short-term trading and focused more on long-term investment and marketing.

So, if you are struggling in Crypto, I have one suggestion:

Don't just chase hot topics; don't fantasize that getting rich overnight will solve all problems—because after getting rich, more problems will arise.

Find a good business book or listen to a business podcast. Understanding the "science of water" in business, you will find that many seemingly incomprehensible behaviors have already played out in the traditional business world.

This is a slow but highly rewarding training in the long term.

Just as what lies behind LABUBU is not just a doll, but structure and narrative; behind Crypto, it is not just technology, but deep business design.

As long as we continue to learn, we will ultimately understand the world and see our position within the system of "human society."

In this high-pressure game of crypto, what is most scarce in the community has never been funds, but rather those willing to invest time, respect each other's judgment, support projects in the long term, guard the community's emotions, and always treat each other sincerely.

The hearts of people are the most valuable asset in Web3.

I often think that even if there are thousands of communities in the world, those of us who can come together are still each other's roses.

I do all of this simply to make sure everyone can have a little more fun in this game. ❤️

In this high-pressure game of crypto, the most scarce resource in the community has never been funding, but rather those who are willing to invest time, respect each other's judgment, support projects in the long term, safeguard community sentiment, and always be sincere to one another.

Human kindness is the most valuable asset of Web3.

I often think, no matter how many communities exist in the world, those of us who can come together are each other's roses.

And everything I do is simply to allow everyone to enjoy playing in this game. ❤️

Many people only know that HashKey is a 'licensed exchange', but the truth is far more than that.

The Wanxiang Group behind it invested in Circle back in 2016 - which is the issuer of USDC (with an estimated investment return of over a hundred times).
At that time, Baidu and Everbright Holdings also invested, and back then, even the term stablecoin hadn't gone mainstream; they were already betting on on-chain dollars.

This is equivalent to becoming a financial giant, building a complete Web3 financial system from primary investment, to exchanges, to deposits and withdrawals, RWA, and fund management. HashKey has essentially constructed an entire suite of Web3 financial services.

Right now, it holds:

Three licensed exchanges (Hong Kong, Singapore, Middle East)

Fiat OTC closed-loop (able to conduct compliant deposits and withdrawals)

Self-developed high-performance public chain (focused on on-chain financial assets)

Investment fund with AUM exceeding 1 billion (invested in over 600 projects)

Most impressively, in the last month alone, user 'active deposits' have increased by 500 to 1 billion USD, without any airdrops or ranking manipulation; it’s truly based on trust and solid foundations.

So when you say it’s the 'Eastern Coinbase'? I think that’s not enough; it’s more like the Asian version of Coinbase + Sequoia + Circle, building its own moat while also paving highways for others.

In this increasingly competitive and compliant market, such players will become more and more valuable.

The memories of the dead are attacking me again!!

Today I received a GameBoy console sent by @B3_Chinese, and memories flooded back. GameBoy, NDS, NDSL, PSP to the current PS5, boohoo, this is my eternal dream.

Thank you to the project team for sending an additional one for me to give away to a fan; let's also create some childhood nostalgia👇

Retweet + follow me, and one lucky winner will receive this authentic Game Boy replica!

@B3dotfun is a chain game platform project I have recently followed. They don’t rely on gimmicks but focus on building the underlying ecosystem of chain games. They have also collaborated with several major game companies recently, thanks to @B3_Chinese ~

infinex ✨

Ah? Wow, is there a surprise? Woke up this morning to see the Dogecoin wallet increased by 20,000.....
June is truly a month of surprises.

In May, I didn't earn 1 million, and instead lost quite a bit in the secondary market. I'm a bit disappointed, but I've learned a lot by focusing most of my efforts on the project. Today, let's talk about the airdrop sector.

I can clearly say one thing here: the era of mindless airdropping has long ended.

Currently, airdrop forms can generally be divided into three types:

The first type is asset-holding airdrops, such as @humafinance.
These types of projects are usually DeFi protocols. What they want is not users, but TVL. Dividing airdrops based on asset scale is a rational choice suitable for large holders.

The second type is interaction-based projects, such as Defiapp.
Defiapp's vision is to be the Tonghuashun of Web3. For them, it doesn't matter how large the assets are; real users are the key, so they will find ways to acquire real users.

The third type is task-based, such as public chains.
These projects do not directly face users; there is a layer of project parties in between. However, they need users to promote them. After all, who doesn't want free benefits?
Therefore, they use various tasks and games to attract users to participate in promotion. In contrast, they care the least about asset scale. Users need to invest a large amount of time and a bit of capital, suitable for beginners.

It is important to know that using tokens with equity-like attributes for marketing is unique to this circle.
There are certainly benefits, as it can deeply bind with users.
But the downsides are also very obvious: there are only so many tokens, and if the rhythm is not well controlled, projects can easily fail.
Among this, a type of person has emerged — those who participate in project activities in bulk, aiming to maximize profits.
They are the true embodiment of the game between project parties and users.

Now in this market, project parties have also realized:
Even if they distribute a large amount of airdrops, reward users after a high open on Binance or Upbit, they still cannot attract truly loyal users.
Once prices drop, it instead attracts a wave of criticism, and in the end, it’s still chaos.

Therefore, later on:
More and more project parties will choose to open lower and control the market after going public, such as @solayer_labs and $WCT;
Models that combine operational rhythm and market value management will also increase, such as Huma;
And projects with high openings and low circulation are likely just capital cash-out schemes.

The dividends of this market have long passed, and the game between parties is ongoing at all times.
No matter if you are a secondary trader, an airdrop seeker, or a blockchain player, only the strong can survive.

If you still want to earn mindlessly in this market and cannot take responsibility for your actions,
then it’s better to find a third or fourth tier city to relax and watch short videos. Being content and happy is more suitable for you.

During the time of the LUNA crash, I quietly disappeared for a while.

It wasn't that nothing was happening, I was just bearing it alone, without telling anyone.
It wasn't that I wasn't hurting; it was that I felt it was useless to say anything, no one would sympathize with a loser.

Time slowly healed me; getting through it was a skill,
but when I couldn't hold on any longer, having someone support you was luck.

Those who asked nothing but never left,
were the ones who picked me up bit by bit from my shattered state when I was at my lowest.

It was also from that point on that I began to choose again:
only walk the paths I trust, only stand shoulder to shoulder with those who truly understand me.

Those who quietly accompanied me through my low points,
those who have always supported, understood, and believed in me,
had actually never left.

Looking back, it turns out there has always been so much love and trust behind me,
they have always been there like light.

✨

Infinex.

During the time of the LUNA crash, I quietly disappeared for a while.

It wasn't that nothing was happening, I was just bearing it alone, without telling anyone.
It wasn't that I wasn't hurting; it was that I felt it was useless to say anything, no one would sympathize with a loser.

Time slowly healed me; getting through it was a skill,
but when I couldn't hold on any longer, having someone support you was luck.

Those who asked nothing but never left,
were the ones who picked me up bit by bit from my shattered state when I was at my lowest.

It was also from that point on that I began to choose again:
only walk the paths I trust, only stand shoulder to shoulder with those who truly understand me.

Those who quietly accompanied me through my low points,
those who have always supported, understood, and believed in me,
had actually never left.

Looking back, it turns out there has always been so much love and trust behind me,
they have always been there like light.

✨

Infinex.

The more you try to control, the easier it is to lose control.

What Crypto has taught us is not obsession, but fluidity.

Be water.

In this round of @SonicLabs' airdrop, many people are still stuck in the first phase, collecting Gems and leaving.

But if you have seen the official explanation, the key point is that the 190 million $S tokens are released in batches through Points.

The method is not complicated: if you have assets in your wallet and keep them on the Sonic chain, and participate normally in the ecosystem, the system will automatically record your points for this season. After the deadline, $S will be distributed according to the points ratio, without any grabbing, rolling, or relying on luck.

This design is actually more suited to the current market rhythm. It doesn't involve the back-and-forth competition for rankings but feels more like "if you are truly using it, the system will gradually give back to you." For many people, this is much more comfortable than competing for interactions.

Moreover, regarding the price of $S, there was indeed some fluctuation recently, but if you look at the on-chain situation, you'll find that the volume hasn't dropped significantly and the locked assets are still increasing. Projects like Aave, Silo, and Beefy have all launched, indicating that the ecosystem is still progressing.

The overall performance of the chain is not bad; it has all the necessary experiences, with low latency, no fees, and dynamic gas. Account abstraction has also been implemented. You basically don't need to worry about processes like exchanging tokens or bridging; new users can get started easily.

So if you have doubts about $S, it might be a good idea to clarify the Points rules first. It's not a one-time airdrop; it's a long-term points system that releases in batches. In plain terms, if you keep it here now, you might still be able to continue earning every season two to three months later.

In any case, the risk is low, so see how it goes.
Here is the link:

The festive atmosphere of Web3, Binance really understands.

The Dragon Boat Festival gift box has just arrived, and the surprise for Children's Day follows closely.

Even someone like me, a "big kid," has been taken care of; the sense of holiday ritual is fully on.

I decided to share this joy as well 👇

🎁【Holiday Lottery】Giving away the Binance holiday gifts I received
Rubik's Cube *1
Clothes *1
Several phone cases

📅 Lottery Time: June 2, 20:00

👉 Comment: What is the warmest gift/care you have ever received in the crypto space?

Thanks to Binance for their thoughtfulness, and also to the friends who have been quietly planning these details behind the scenes: @sisibinance @yayabinance @heyibinance @BinanceWallet @binancezh @binance

Web3 is not just about speculation and volatility; it can also be the softest corner of life.

Now anything on the chain can issue a coin.
But have you noticed that most projects, after changing the narrative and hanging a technology stack, are still based on the same model?
@sophon is also a new model.
Starting from ZK Stack, it claims to be an "entertainment chain for content consumption".
But from the information disclosed so far, it is still at the stage of "vision-oriented, unclear scenarios".
The highlight is that it uses a modular architecture, which is theoretically suitable for carrying light applications, such as social voting and content platforms;
But the problem is that this kind of "expressive" chain needs to be truly run, not only relying on the underlying layer, but also on the ecological support, especially content supply and incentive mechanism.
So, it may be too early to say that it is worth a big bet now;
But it may not be fair to say that it is completely worthless.
More importantly:
You may have received its airdrop just because you hold BNB.
This is exactly the significance of Binance's HODLer Airdrops:
You don't need to roll up tasks or grab nodes. Just put BNB in ​​Simple Earn or On-Chain Yields products, and the system will automatically record your position and distribute rewards.

This Sophon airdrop distributes 1.5% of the total supply.
If you subscribed to BNB products between May 14 and 17, you have been selected.

Simply put, this is a "retroactive benefit" rewarded to long-term BNB users.

Sophon airdrops will be distributed to BNB holders through HODLer Airdrops

👉 https://t.co/VhuGLh51IM
👉 If you don't have an account, you can register here:

「If there are deities in this world, they must exist within our hearts」 ———— Lu Xun

Unknowingly, I have been in this industry for 4 years. Reflecting on when I first entered this circle, I was always reluctant to meet people in this field. I turned down many social events because my main business at the time was trading losses in the secondary market + being the king of liquidation on-chain. All the information could be obtained online, and meeting in person did not help my business; Moreover, I felt that most people in this circle were 'I' people, and as an 'E' person, it felt just a bit awkward to talk among a group of 'I' people.

However, in the past year, I suddenly changed my mind. After starting some marketing-related businesses, I coincidentally met many partners. I found that in this industry, which is labeled as 'gray market,' there are surprisingly many sincere builders. When the production relationship is changed by blockchain technology, the bonds between people will also undergo subtle changes. The connections are truly wonderful.

On Wednesday, I was fortunate to meet partners @Mercy_okx @Nyenchenpepe @Hovz0217 Ray in Guangzhou. Everyone entered the circle at different times and excelled in both on-chain and off-chain fields. Although there may be subtle awkward moments, we could always talk endlessly about topics in the circle, just like this Cudis ring — it looks small, but it actually hides a complete crypto story and ecosystem.

@CudisWellness The Cudis looks like a smart ring, but it is actually a super mining machine. Wearing it day and night, it silently records your sleep, heart rate, blood oxygen data, and then uploads it to the chain to become your asset. The most special part is that these data do not just stop at uploading; there are actually people who will buy them — such as pharmaceutical companies, insurance companies, and research institutions for study purposes. If you are willing to sell, you can make money, and the payment goes directly into your account.

Buying a ring for over 300 U, you can 'mine' just by living normally with it, without needing to understand technology or trade cryptocurrencies. The daily data becomes your own digital asset. If you recommend others to buy, you can also earn a commission from the money they make. The viral logic is somewhat like Pi, but this is not just about real users and real devices; even the data circulation part has a genuine buyer market — real income, not relying on storytelling, and users earn money effortlessly.

Moreover, the entire sector is a legitimate blue ocean: just considering the global wearable device and digital health market, the future is a trillion-level market size. Moreover, these data are tied to real KYC and verifiable activity levels, making them highly sought after by both exchanges and project parties — because this is real user growth, not fake accounts created for show.

The project made 6 million dollars in revenue just from selling rings last year, with half coming from offline sales. This combination of 'hardware + data + community' is truly rare at this stage. Not to mention the venture capital, international channels, and real users behind it, it is not comparable to a bunch of vaporware projects.

Your data should not be exploited for free; now it's your turn to take charge and make money. Go for it!

「If there are gods in this world, they must exist in our hearts」———- Lu Xun

Unknowingly, I have been in this industry for 4 years. Looking back at when I first entered the circle, I was always reluctant to meet people in this circle, and I turned down many social events. At that time, my main business was dealing with secondary trading losers + on-chain liquidation kings, and all the information could be obtained online. Meeting offline didn't help my business; moreover, I felt that most people in this circle were 'i' people, while I, as an 'e' person, felt a bit awkward talking among a group of 'i' people.

But in the past year, I suddenly changed my mind. After starting some marketing-related businesses, I coincidentally got to know many partners. I found that in this industry, which is labeled as a 'gray industry', there are actually many sincere builders. When the production relationship is changed by blockchain technology, the connections between people also undergo subtle changes, and the fate is truly wonderful.

On Wednesday, I was fortunate to meet partners @Mercy_okx @Nyenchenpepe @Hovz0217 Ray in Guangzhou. Everyone entered the circle at different times, with expertise both on-chain and off-chain. Although there were sometimes subtle lulls in conversation, we could always talk endlessly about topics within the circle, just like this Cudis ring—though it looks small, it actually hides a complete crypto story and ecosystem.

@CudisWellness The Cudis ring looks like a smart ring, but it is actually a super mining machine. Worn day and night, it quietly records your sleep, heart rate, blood oxygen data, and uploads it to the chain to become your asset. The most special thing is that these data aren't just uploaded and done; there are actually people who will buy them—such as pharmaceutical companies, insurance companies, and research institutions for research purposes. If you are willing to sell, you can share the profits, and the money goes directly into your account.

Buying a ring for over 300 USD allows you to 'mine' just by living normally with it, without needing to understand technology or trade cryptocurrencies. The daily data becomes your own digital asset. If you recommend someone else to buy, you can also earn a commission from their profits. The viral logic is somewhat like Pi, but this involves not only real users and real devices, but even the data flow is backed by a genuine buyer market—real income, not relying on storytelling, and users earn money passively.

Moreover, the entire track is a serious blue ocean: the global wearable devices and digital health market alone will be of a trillion-dollar scale in the future. Plus, these data are tied to real KYC and verifiable activity, which exchanges and project parties absolutely love—because this is true user growth, not fake accounts generated by clicking.

Last year, the project generated 6 million USD in revenue just from selling rings, with half coming from offline sales. This combination of 'hardware + data + community' is really rare at this stage. Not to mention the venture capital, international channels, and real users behind it; it is not comparable to a bunch of air projects.

Your data should not be taken for free; now it’s your turn to take charge and make money. Charge ahead!

💚 This is a gift for you @0xWenMoon ❤️ @stayloudio

Recently, I saw Cloudflare's CEO say something very heartbreaking in an interview: "AI tools are draining the income of original creators."

The articles you write, the videos you shoot, the songs you sing, may have long been used by AI to train its models, but you receive no earnings at all, not even knowing that they have been used. The platforms continue to profit, AI becomes smarter and smarter, while original creators are losing even the space to survive.

This phenomenon is something we can feel every day:

The viral images you see are actually the works of some illustrator "repackaged";

The music you often hear originally has lyricists and composers behind it, but after being remixed by AI, they don’t even get credit;

The knowledge content you share is quickly fed to AI to write more eye-catching "pseudo-original" content.

AI, which is at the forefront, indeed has power. But the problem is, the value of original creators is increasingly diluted, even used as "fuel," without any protection mechanism.

And what @campnetworkxyz Network aims to solve is this issue.

With a blockchain, to guard the "last stronghold" of creators.
Camp is not just "another L1"; it is essentially a closed-loop system designed for creators on the blockchain.

Its mechanism is simple but crucial:

You can register your works on the blockchain without spending Gas fees.

AI agents can be trained to do remixes and generate variations, but must go through authorization.

As long as someone uses your work, the earnings will automatically be distributed according to smart contracts.

For instance, a while ago, an illustrator in the community conducted an experiment. He uploaded his character designs to Camp, trained an AI to generate different poses and outfits, and then opened it up for others on Camp to use for emojis and stickers. Unexpectedly, a short video creator used it, and it went viral. He received the profits on the blockchain directly, without discussing contracts or worrying about copyright.

This is the significance of Camp: it's not about the platform feeding you, but about the system's rules protecting your value.

Not an empty dream, Camp has already received real financial support.
Many people say Web3 projects are just big talk. But Camp's actions are very concrete.

Last month, it officially announced the completion of a $30 million Series A funding round, led by 1kx and Blockchain Capital, names that are well-known in the content space. Familiar names like Maven11, OKX, and dao5 also participated.
https://t.co/kDzZaoSlDC

Even more critically, Camp has now integrated over 200 ecological projects, covering content-heavy scenarios such as music, social networking, and gaming—not just drawings on a PPT, but real users are involved.

The IP closed loop for creators is not just a slogan; it is already in motion.
Camp's underlying technology is also quite interesting, summarized simply:

The main chain is responsible for IP registration and profit distribution records;

SideCamp provides an exclusive side chain for high-frequency applications (like content social types);

The mAItrix framework ensures that the AI training process is private and compliant, avoiding "stealing training";

All works have a traceability system called Proof of Provenance, which clearly shows who used it and how it was used.

You don’t need to understand the technology; just know this: this system is designed to make your content controllable, usable, and profitable.

Some ideas 💡:
It’s not about letting AI replace you, but about having AI work for you.

If you are a content creator, an AI practitioner, or an IP economy participant, now is the best time to learn about @camp_cn.

Let’s continue to explore and see if this era can give creators a bit more hope!

Many people are still unaware that Snap Campaigns may be the "invisible channel" for on-chain behavior airdrops this year.

Unlike ranking platforms like Zealy and Galxe, @cookiedotfun only tracks one thing:

Are you really using on-chain products?
No tasks, no lotteries, and no points page; it purely observes on-chain behavior.

The first tracked project is @sparkdotfi.

—

Who is Spark?

It's not a new project; it was created by the Sky team after restructuring core members of MakerDAO, positioning itself as the "basic modular facility" for stablecoin systems.

Savings module:
When you deposit USDC/DAI, it automatically converts to sUSDS, with interest accruing daily and a simple, straightforward compound interest logic.

Lending module:
Each asset has an independent isolated pool to avoid liquidation spread.

No aggressive "yield farming rewards"; you need to truly use it for the backend to record your activity.

If you have stablecoins sitting in your wallet for years, putting them in Spark isn't complicated; the returns are decent, and you also accumulate behavioral records.

—

By the way, let’s talk about Snap’s mechanism:

It's not another Kaito.
Many people see @cookiedotfun and think it's a content-based points platform, but it's not in the same category at all.

Kaito looks at what you’ve posted and whether you’ve expressed yourself;
Cookie looks at what you’ve done on-chain and whether you’ve left any interactions.

One is on-chain information contribution, and the other is on-chain financial behavior; they are essentially complementary and not conflicting.
If you seriously use on-chain products, both platforms have the opportunity to reward you.

—

I have 3 https://t.co/NrlbksVqVX invitation codes for those who want to try it out early (DM to claim).

This isn't to make you immediately invest heavily in Spark, but since Snap has started tracking behavior, those protocols you might "casually use" could be the next airdrop entry point.

Sometimes opportunities are not in new projects but in those that seem less lively but are consistently being built with care. 💪

Many friends say that the current market situation is of hellish difficulty, how should we judge it? Actually, I feel that everyone finds it difficult, mainly because it's hard to assess the relationship between the 'overall market', individual assets, and market conditions. In the past, after BTC hit a new high, ETH would follow closely, and then the altcoins would come. But now, after $BTC hits a new high, $ETH and altcoins might not respond at all, and even after a pullback in BTC, they might directly hit historical lows.

In such a situation, you will find that both left-side trading and right-side trading are quite challenging. Buying altcoins on the left side might result in being stuck and never recovering the investment, but if you chase a breakout on the right side, the sustainability of the market is a mystery. Sometimes it’s a false breakout, and sometimes after a breakout, it sells off immediately. Only a very few assets under very few circumstances can achieve the standard three-wave dealer market, which is very frustrating.

In fact, no matter how things change, the fundamentals remain the same. I’ll directly share how I judge the situation. Each friend’s circumstances are different, so I roughly categorize all traders into two groups.
The first group consists of friends with a certain amount of capital and a continuous cash flow;
The second group consists of those with less capital, who buy large altcoins like ETH, which is of little significance.

First of all, if your assets can't outperform ETH in this round of increases, you can give up directly; it’s completely meaningless.

For the first group, your goal is simply to steadily grow to A9 and beyond, so during this cycle, you must allocate value assets. They can balance growth and defensiveness in this cycle, serving as your anchor in this market, helping you not lose direction in the roller coaster market. After this cycle, they might lose their growth potential, so you must seize this opportunity firmly. My choices in this area have been repeatedly mentioned before: $CRV @CurveFinance and $AAVE @aave will capture most of the benefits of the stablecoin cycle. A secondary choice is ETH, @pendle_fi and @unichain. @defidotapp's $HOME will also be a king-like presence.

Once the foundation is solid, the rest can be chosen according to your own time and energy. Players who are used to trading in the secondary market can choose strong dealer tokens like @KaitoAI $Kaito, $PEPE, $PNUT to trade back and forth. These tokens will give you enough time to sell and have a margin for error. If you don't leverage too high, there won’t be major issues. If you are an energetic on-chain player, just use small capital to dive into the on-chain, follow players like @yuyue_chris and the wizard @0xcryptowizard, primarily focusing on a Taleb-style barbell strategy. Remember to take profit and withdraw, use some money to honor your parents, buy a car, buy a house.

If you are in the second group, my suggestion is to find a job (those who believe they are capable can DM me), get into the project team, continuously deepen your connections with the industry and your understanding of it. Definitely do not waste time on trash projects; step by step, move up. In ensuring cash flow, you can aggressively dive into the on-chain, take advantage of whatever opportunities arise. The rest is also to remember to take profit and withdraw, honor your parents, and casually check out DeFi apps (and of course, TGE is coming soon).

Lastly, there’s something everyone can participate in: definitely take advantage of the major stablecoin protocols. If you don’t have money, you can appropriately use leverage, but be sure not to leverage both volatility and capital scale simultaneously; it will lead to disastrous outcomes. Don’t ask me how I know this; just ask my old employer @terra_money.

I hope everyone can achieve great results in this cycle, and we will meet at the peak in two years.

(I am preparing to establish a secondary research group, recruiting anyone who can take responsibility for their own choices, regardless of strength. I just hope to have unique insights to participate in group discussions.) 🙋

Today, while watching the market, I casually checked ASTR and found that the MACD divergence shows signs of institutional accumulation, but the volume is still shrinking. Everyone should remain patient and closely monitor the right side.

After some research: this is backed by Sony and Japan's largest public chain Astar:

Sony launched Ethereum L2 - Soneium, jointly developed by Sony and Astar developer Startale. Astar's founder Sota is personally leading the project, and the Soneium development team is almost entirely composed of the original Astar team.

The entire ecosystem structure is very clear:

Astar L1: Governance and Staking Layer

Soneium L2 Sony Chain: Application and Expansion Layer

$ASTR: Core asset of the dual-chain, linking the economic flow of both chains

The important thing is:
Startale will use the Sequencer revenue from Soneium L2 to buy back $ASTR, effectively feeding revenue back into the token, forming a closed loop.

Moreover, Soneium is not just backed by Sony; Startale has also received investments from Animoca and Samsung Next, and is closely collaborating with local Japanese consortiums (such as LINE headquarters).
Don't forget, Japan is the only country in the world where the Prime Minister supports Web3, and the entire industry policy is "support".