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巴本聪
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meme本质上是流动性的产物。
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币安广场和推特一堆大V都是酒囊饭袋，接下来这轮山寨季最有价值的山寨币只有一个。
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$TRUMP Trump在明年会跌到0.5刀以下。
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检验一个山寨币能不能买，很简单。看大饼涨的时候，山寨币跟不跟，跟的话涨的力度有多大。 大饼涨3个点，有的山寨只涨两三个点，这种就是纯垃圾。比如sats这种，很明显庄已经跑了。 有的山寨能涨30个点，这种就是牛逼的山寨。
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从1月到现在回撤了40万。 10万买了大饼现货，并且加了一倍币本位现货。 当时坚定看山寨跌，不认为大饼会跌。 经过这三个月的亏损，感觉现在的认知拼图基本补完了。 对大饼的中期走势已经基本明了。5-6月开启主升浪。 对山寨的中期走势，本质，运行规律基本明了。 这三个月交40万学费，补全认知，相信能在接下来两个月上一个大台阶。
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