《Today's Battle Report》

Today feels like a battle, no time to write in detail, discussions with group friends are like battle reports:

1. Talking about IBRL:

IBRL only has a base position. Why isn’t there a heavy position?

The team is not as good as believe and bonk, considered the second tier.

Last night's conference call, my brain couldn't keep up.

The problem is that the documents are written in two places.

Last night still analyzing how much capital would pump the price, the burning mechanism is essentially an algorithmic pump.

Regarding the burning and buyback, and anti-sandwich, didn’t clarify it in time.

When did IBRL's burning mechanism go live?

If I had seen this last night, the analysis results would be very different.

I also understood the anti-sandwich attack.

It turns out it was a pool built by themselves.

Within a slot, the price remains unchanged, which is equivalent to a way to temporarily disrupt the price to prevent sandwich attacks.

2. Talking about USD1 Heat:

USD1 rose because of wlfi buying b, going to Binance, related concepts are hot.

Why could this news pull B from over 30 million to 266 million?

This range is too large.

What coins did WLFI buy? What has the lowest market cap?

WLFI also holds coins with very low market caps.

It’s not because of the lowest market threshold.

Still unclear why B has risen so much. It far exceeds WLFI's past driving effect.

It should be the strong factor of USD1 involved.

USD1doge is not worth it, the pool is too small, making a few hundred U is tough.

Used 50% of the mobile position to chase lista, gradually taking profits at 0.29.

3. The misery of believe and the joy of the market, a stark contrast, no need to elaborate.

4. Talking about Dark:

You guys see what Edgar means.

He’s saying MCP cannot be developed.

There’s fundamentally no market demand.

And for 1-3 years, there’s no hope in sight.

This judgment aligns quite closely with my initial view.

But market sentiment still turned Dark into the MCP leader.

Edgar actually knew from the start that this path was not viable.

But he still made money by following market sentiment.

However, his moral level is better than most project leaders in that:

He openly admits this path is not viable and expresses a willingness to pivot and try.

He has good character.

At least he’s not on one side with a young model while shouting about working.

His expression also put DPCore in a tough spot.

If he directly says MCP is useless within 3 years, then what is DPCore doing?

5. Talking about Beta:

Everyone needs to pay attention to beta.

Now ETH has risen 2-3 times from the bottom.

And many mainstream coins have risen 3-4 times.

At this time, if the entire position drops below this level for a while, it is considered unqualified.

Now besides grabbing alpha, don’t neglect beta.

Otherwise, you will work hard but won’t enjoy the bull market dividends.

Don’t be discouraged, there are many experienced hands in the group, if you follow a few times, you will definitely improve.

The I Ching says to roll over and go long, feel free to do so.

But going all-in on mainstream spot is a strategy everyone can adopt.

Although it’s already a bit late to go all-in now.