加密不甜

BTC新高了，ETH还在翻身

What projects create cash flow and feed it back to the token?

No matter whether a matter is successful or failed
It should end well, there's a saying
There is still a possibility of cooperation again

A strong start but a weak finish, thinking about cooperating again
The chances are likely to be low

I just said that joining a good team can teach you real things.
Bitget's funding fee settlement mechanism is actually done this way by most exchanges.

Active liquidation on Hyperliquid caused HLP treasury to suffer losses (other decentralized exchanges will limit the position ratio of a single address, Hyperliquid is still too free).

New quantitative strategy
$BTC

$SOLV is really a standout

After watching the video, all I can think of is: Wow, amazing
Join the queue manus.im

Manus is a native Agent, not a Workflow collection
As an AI employee, Manus was assigned three tasks: setting up computers, configuring permissions, and providing training
The model used Claude and Qwen (for additional post-training)
The single-task operating cost is about $2, only 1/10 of the competitor DeepResearch

One more: Less structure, more intelligence

One more: Large models are not lacking in intelligence, they just struggle with planning and need adjustment in usage

One more: As AI has evolved to this era, the greatest challenge is the ability of the user to act as the boss: assigning tasks to a bunch of AIs.

A must-use tool for projects @RootDataCrypto
A website to check financing, team, token unlocks, social media influence, and holders. The development team really understands user needs.

Start the long bear market research
Observe more and act less to gain some passive income.

Discover a funding rate arbitrage dashboard and yield product aggregation tool @coinsiderapp (you can mark this)

For savings and wealth management, you can regularly compare yields
Both cex and dex wealth management can be compared, clear and concise, good consider.app

The BTC funding rate has soared to 0.08%, all due to the bulls

Why does Trump want to use Bitcoin as a national store of value?

For example, today the US dollar is 40 trillion, and the Chinese yuan is 300 trillion.
We issue currency just like the dollar does.
Is it to maintain the exchange rate or to sustain the economy?
In the end, the water has filled up to the moon, and sovereign currencies haven’t yet shown dominance.

In the past 20 years, trade had to be conducted in US dollars, but now it can be settled in multiple currencies, putting the dollar's status at risk.

Bitcoin has a supply limit, and the US holds the most, not subject to foreign exchange controls; perhaps it’s better to harvest in another way.

What is the future of DeFi?

Recently, on-chain trading volume and DeFi tokens have skyrocketed, with CRV increasing fivefold.

How can users achieve the fastest transaction speed, the best prices, and the deepest liquidity?

Approaches from various players:
For speed: I create a dedicated trading L2.
For price: Choose oracles that are both fast and reliable.
For depth: Increase the scale of liquidity pools.

These approaches address symptoms rather than root causes, and liquidity remains dispersed across over 100 chains and countless applications.

Admitting one's stupidity is a difficult thing. I hope this reflection can make my future self calmer and more determined.

The period from July to September has been very torturous and anxious for me.
Social media, group chats, and friends are conveying one message: value investing is a waste, go all in on meme coins.
Pump fun, Wang Xiaoer, overnight thousandfold, getting rich and exiting, sweeping the chain, getting on board, narratives, angles.
If you don't make a hundred times, it means you're not working hard enough.
People who are more capable and wealthier than me are all playing with memes.

The painful point is that I correctly judged that interest rates would be cut in the second half of the year, at the latest by early next year, but after the rate cut in September, apart from BTC and memes, other altcoins are in a sea of corpses.

This discrepancy between cognition and reality makes me doubt my judgment, and I am no longer confident in holding the coins I bought.
Now it seems to be a major bottom.

In October, I suddenly woke up when I saw on Odaily that 98% of people on pump fun are losing money. I consider myself ordinary, not one of that 2%, so why am I still anxious?

Reassessing: After the Federal Reserve enters the rate-cutting phase, it will last for 12-18 months, and the bull market speculation may have another 6-12 months.

Look for value coins and gradually buy back positions.
The first wave of the bull market will definitely be public chains like Solana and Avalanche.

The leading meme coins are the best mascots for public chains, like Sats Bonk.

For the application explosion, we must focus on domain names like cyber, id, wld.

The shovel crosses bull and bear markets; DEX is the shovel: CRV, ARKM, MAV, RWA is also a shovel, usual (having experienced more than 20% loss).

I have no intention of belittling meme players (please protect me).

If you are also very anxious, don't rush. First determine what type of player you are, then choose the track mode.

If you are also research-oriented, slow to warm up, and have a delayed gratification type, let's study tokens together.

Feel free to DM if you want to invest and research together.

Some abandoned targets:

Gal has no growth momentum, and the cost-performance ratio is not high; the AI track has narrowed; the team is still okay, will pay attention from time to time.

Jup has chaotic team management; the airdrop issue has not been resolved for months.

Pixel is a gold mining studio that mines and sells, long-term selling pressure.

Bome is not well operated, and the community is languishing.

Korean chaos, eliminating the military leverage
The next round of BTC increase is coming

Sats I'm crying to death
Creepy development for more than half a month
Finally waited for the clouds to clear and see the bright moon
Opened the ascending channel

A group of VC DeFi bigwigs are paying attention to Clanker

The value of Rootdata is still rising

Observations of the Japanese community over the past few days and discussions with friends:
The overlap between buyers and project communities is becoming increasingly rare.

Which weights are rising:
KOL
The Japanese communities like Avalanche, Ton, etc., are unable to achieve daily activity; KOL communities are in intense discussions every day.
High-profile token projects are privately seeking out buyer communities.

Mobile platform, products need to be simple and accessible (web3 wallet users are rapidly growing with Ok Binance, Bitget, etc.).

Founder influence.

Which weights are declining:

Centralized exchanges (this is still very important, but on-chain prosperity has enhanced liquidity, and users no longer rely on CEX for trading depth; recently, insider trading has further lowered this weight).

Task platform traffic pools (Galxe's growth has stagnated).

PC platform (short videos and mini-games have made people reliant on mobile phones for gratification, changing behavior habits).

Recently typical wintermute-style wash trading

And the ongoing DWF price suppression

Programmable IP + Generative AI, L1 Public Chain @StoryProtocol Developer PIP Labs Secures $140 Million in Funding

🤖️ Data is IP, native data has irreproducibility, it is unique and extremely valuable for AI

Currently, the value of users' data is captured by large companies, generating huge profits from commercial activities, while users cannot share in the profits

If you've watched Westworld, you know the scarcity and importance of data in the future!

AI greatly enhances productivity, but unlike AI, [human creativity] will be the scarce resource in the future!

Programmable IP: Story allows users to upload their data (music, video, algorithms, designs) onto the blockchain to secure intellectual property rights. Users can also update, set usage rules and prices, and access DeFi for collateral

Generative AI: Requires crawling large amounts of data for training and content output, Story allows users to benefit in this process

The four founders of Story are all from prestigious universities

@storysylee was responsible for global strategy at South Korean internet giant Kakao Entertainment
Part-time VP at investment firm @hashed_official
Founded the serialized storytelling platform Radish Fiction (similar to Jinjiang Literature in Korea) which was later acquired by Kakao for $440 million

Kim was responsible for employee management at Radish Fiction

@jasonjzhao was responsible for commercializing AI at Google AI lab Deepmind

The three rounds of funding totaled approximately $140 million, with @a16zcrypto leading the investment, which was mocked by everyone as another VC deal during the funding announcement.
As long as we don’t take over, we won’t be cut off 😂

Story has already achieved the tokenization of over 20 million IP assets on the blockchain, attracting more than 200 teams to build applications on its platform for IPFi, AI, and consumer markets.

The development of AI is currently faster than any industry, and the gap between various models will also quickly widen. Can you believe that Stargate's budget exceeds 110 billion?

In the end: electricity (energy), equipment, and intelligence (algorithms) will create huge barriers.