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LeotheHorseman
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Hyperliquid is so interesting, reflexive stage, if you have the guts, come on, today's show features the big short on US Treasury bonds hunting the small long Bitcoin trader James.
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LeotheHorseman
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$IBRL is THE solana meme.
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$IBRL 其实是 “I believe real love”,因为我是纯爱,所以手不受控制,一下子把钱包里面 sol 全部买进去了。
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我觉得 @virtuals_io 的 TP Cooldown (即“纸手惩罚”)有若干不合理之处,写出来和生态 virgen 探讨一下,不构成 Fud 和财务投资建议: 1. 对于 genesis launch 的项目来讲,核心收入是 70% 的手续费分成,而不是卖币。如果波段都会被判定为纸手,显然 trading volume 会下降,我只能理解为平台不鼓励交易。 2. 奖惩不应该同时存在。agent token 的质押能获得更多的打新额度,本身是能削减抛压,而 TP Cooldown 从惩罚角度再加一道锁,意义不大。 3. 阻挠价值发现。没有充分的交易和换手,筹码长期保留在第一批打新的用户手中,实际上是打不开市值上限的。 现在 virtual team 本身估计也很愁,除了自己靠手上零成本的 $virtual 拉盘子币,然后上 CEX (最好是 bn alpha)以外,是没有很多增量玩家进入的。试举一例,今天的 $virgen 发射,我没有在除了 virtual 生态群外的任何 alpha 群看到有人发 CA。 以上,我觉得 virtual team 对于 ve33 和慢盘的节奏掌握是好的,但是 staking 和 point system 叠加的系统,一定不是一个充满活力的生态,失败的例子已经很多了。 理性探讨,纯闲暇码字,本篇没有收广告费和咨询费。
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还是那句话,一代人有一代人的 $Bome, 相信相信的力量。
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你要知道你很少看到一个 backed by paradigm 的 meme,你必须思考这是不是一辈子仅有的机会。
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