Leo乘风
Occasional Trader
6.2 Years
Memes | Alpha hunter | News | Analysis | Connecting KOls | Web3 | MCN|X:@leo7_lau
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Trading strategies for cognitive relaxation and effective attention
This investment strategy is called price drift after earnings announcement. It was discovered by several accounting professors in the late 1980s. They thought of a simple thing at the time. Every quarter, listed companies will release earnings announcements. When releasing earnings announcements, some companies will have good news, such as higher earnings than analysts expected; some companies will have bad news, and earnings will be lower than analysts expected. What did their research find?
If you sort all the stocks by the quality of their earnings announcements every quarter, and buy the stocks with the best news and short the stocks with the worst news, this strategy can make money. Why can it make money?
If you sort all the stocks by the quality of their earnings announcements every quarter, and buy the stocks with the best news and short the stocks with the worst news, this strategy can make money. Why can it make money?
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What is a mental account and how can we use this principle to derive trading strategies?
What is a mental account and how can we use this principle to derive trading strategies?
1⃣ (Mental Account) In many people’s brains, money is divided into accounts. For example, many people think that they should spend 600 yuan on gas every month, but now they only spend 300 yuan due to the drop in oil prices. Naturally, they think that they have saved so much money at once, so they should spend more money, so they will upgrade to better oil. It is the same when many people invest. You invest in different stocks and invest in different places. In theory, your investment actually diversifies the risks, but in your mind, the risks may not be dispersed.
1⃣ (Mental Account) In many people’s brains, money is divided into accounts. For example, many people think that they should spend 600 yuan on gas every month, but now they only spend 300 yuan due to the drop in oil prices. Naturally, they think that they have saved so much money at once, so they should spend more money, so they will upgrade to better oil. It is the same when many people invest. You invest in different stocks and invest in different places. In theory, your investment actually diversifies the risks, but in your mind, the risks may not be dispersed.
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Chinese Web3 Kol Perspective
Who are these people?
1. Four major backgrounds
Technical
(about 13%):
Real programmers can write blockchain code, and their GitHub account is their "education certificate"
Financial Group
(about 38%):
Job-hopping from banks and securities companies, good at analyzing whether a project is worth the money
Media faction
(About 25%):
Originally a technology journalist or a self-media influencer, he is the best at writing articles for publicity.
Grassroots
(About 24%):
Start as a Bitcoin miner or community administrator, with a good mass base
2. Where do they hang out?
3. Secrets of making money2. Five major factions fighting for territoryCapital dependence ■■■■□ 4.2/5.0
1. Four major backgrounds
Technical
(about 13%):
Real programmers can write blockchain code, and their GitHub account is their "education certificate"
Financial Group
(about 38%):
Job-hopping from banks and securities companies, good at analyzing whether a project is worth the money
Media faction
(About 25%):
Originally a technology journalist or a self-media influencer, he is the best at writing articles for publicity.
Grassroots
(About 24%):
Start as a Bitcoin miner or community administrator, with a good mass base
2. Where do they hang out?
3. Secrets of making money2. Five major factions fighting for territoryCapital dependence ■■■■□ 4.2/5.0
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How can ordinary people play with Solayer? Watch me turn the tables on the chain!
I am A Qiang, a former delivery worker who used to climb 50 floors daily. In 2023, I lost 350,000 yuan of savings in crypto trading — that was my mom's hard-earned retirement money saved over ten years.
The darkest moment
Curled up in a rental, gnawing on steamed buns, someone handed me a #Solayer flyer: "Try this, a dead horse can be a living horse doctor."
Three moves for a comeback
1️⃣ Sweat money revival technique
Finally, 3000 yuan exchanged for sUSD deposited into a money market fund
Daily interest ¥4.2 (enough to buy two steamer baskets of buns)
At least I won't starve, right?
As a @Solayer user, I deeply feel the difference in user experience compared to typical on-chain payments. The most intuitive difference is the speed of payment — my Payfi transactions are almost instant, with absolutely no delay that traditional on-chain transfers might experience, which could take several seconds or even minutes. It feels as if it isn't running on a blockchain at all.
The darkest moment
Curled up in a rental, gnawing on steamed buns, someone handed me a #Solayer flyer: "Try this, a dead horse can be a living horse doctor."
Three moves for a comeback
1️⃣ Sweat money revival technique
Finally, 3000 yuan exchanged for sUSD deposited into a money market fund
Daily interest ¥4.2 (enough to buy two steamer baskets of buns)
At least I won't starve, right?
As a @Solayer user, I deeply feel the difference in user experience compared to typical on-chain payments. The most intuitive difference is the speed of payment — my Payfi transactions are almost instant, with absolutely no delay that traditional on-chain transfers might experience, which could take several seconds or even minutes. It feels as if it isn't running on a blockchain at all.
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How can ordinary people take advantage of the Solayer ecosystem?
No need to understand code, unlock sUSD dividends + InfiniSVM earnings + payment revolution dividends in daily scenarios
1. 💰 Stable income: Let deposits generate money by themselves
1. sUSD's 'current + ' play
Fiat entry
:
Supports Alipay/bank direct purchase of sUSD (handling fee 0.3%, 67% lower than USDT)
Foolproof wealth management
:
Deposit into ecological currency fund, annual yield 4.8% (compared to bank 0.35%)
2. Real cases of saving money across borders
International student Xiao Wang:
Traditional method: Domestic bank → SWIFT → overseas account (handling fee ¥300 + 3 days)
Solayer plan: RMB → sUSD → on-chain instant transfer → exchange for local currency abroad (handling fee ¥9)
1. 💰 Stable income: Let deposits generate money by themselves
1. sUSD's 'current + ' play
Fiat entry
:
Supports Alipay/bank direct purchase of sUSD (handling fee 0.3%, 67% lower than USDT)
Foolproof wealth management
:
Deposit into ecological currency fund, annual yield 4.8% (compared to bank 0.35%)
2. Real cases of saving money across borders
International student Xiao Wang:
Traditional method: Domestic bank → SWIFT → overseas account (handling fee ¥300 + 3 days)
Solayer plan: RMB → sUSD → on-chain instant transfer → exchange for local currency abroad (handling fee ¥9)
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In-depth analysis and outlook on the core track of Web3 development over the next 5 years
1. CEX (Centralized Exchange)
Trend: Compliance survival → Traditional finance integration → On-chain transformation
Key variables:
By 2025: Custody separation (such as Coinbase Base chain), automated proof of reserves
By 2027: Widespread trading licenses for security tokens (similar to traditional brokerages)
By 2030: 80% of mainstream CEX will integrate on-chain DEX aggregators (solving liquidity fragmentation)
Survival rule: Compliance costs eliminate small and medium players, Top 5 market share exceeds 75% (currently about 50%)
2. DEX (Decentralized Exchange)
Explosion point:
By 2025: Uniswap V4 Hook ecosystem spawns vertical DEX (such as options DEX)
Trend: Compliance survival → Traditional finance integration → On-chain transformation
Key variables:
By 2025: Custody separation (such as Coinbase Base chain), automated proof of reserves
By 2027: Widespread trading licenses for security tokens (similar to traditional brokerages)
By 2030: 80% of mainstream CEX will integrate on-chain DEX aggregators (solving liquidity fragmentation)
Survival rule: Compliance costs eliminate small and medium players, Top 5 market share exceeds 75% (currently about 50%)
2. DEX (Decentralized Exchange)
Explosion point:
By 2025: Uniswap V4 Hook ecosystem spawns vertical DEX (such as options DEX)
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'Ignorance is a capability'
Jensen Huang has repeatedly stated that 'Ignorance is a capability' not in the literal anti-intellectual sense, but as a profound insight into the essence of technological innovation. This viewpoint encompasses three layers of philosophical logic about technology:
I. Underlying Logic: The Innovation Engine that Breaks the 'Curse of Knowledge'
The Paradox of the Curse of Knowledge
Experts are often constrained by existing cognitive frameworks (e.g., traditional chip engineers believing 'GPUs are only for graphics rendering'), while 'the ignorant' are not limited by historical paradigms.
NVIDIA Practice Case
In 2006, Jensen Huang faced opposition when betting on CUDA, with internal dissent claiming 'making GPUs do general computing is the fantasy of amateurs.' It was his deliberate disregard for the 'dogma' of traditional chip design that birthed a trillion-dollar AI computing empire.
I. Underlying Logic: The Innovation Engine that Breaks the 'Curse of Knowledge'
The Paradox of the Curse of Knowledge
Experts are often constrained by existing cognitive frameworks (e.g., traditional chip engineers believing 'GPUs are only for graphics rendering'), while 'the ignorant' are not limited by historical paradigms.
NVIDIA Practice Case
In 2006, Jensen Huang faced opposition when betting on CUDA, with internal dissent claiming 'making GPUs do general computing is the fantasy of amateurs.' It was his deliberate disregard for the 'dogma' of traditional chip design that birthed a trillion-dollar AI computing empire.
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How important are stablecoins?
Currently, over 95% of global stablecoins are pegged to the dollar. This nearly means that every circulation of stablecoins requires indirect support from dollars or U.S. Treasury bonds, which may serve as an indirect endorsement of the dollar.
This is not a coincidence, but the latest evolution of nearly a century of dollar hegemony in the digital age:
In 1944, the Bretton Woods system established a link between the dollar and gold, and other currencies pegged to the dollar. By 1973, although the Bretton Woods system had collapsed, the United States reached an agreement with OPEC countries like Saudi Arabia to settle oil transactions in dollars, thereby establishing the petrodollar system. Since then, almost all international trade has relied on dollar settlements.#美国初请失业金人数
This is not a coincidence, but the latest evolution of nearly a century of dollar hegemony in the digital age:
In 1944, the Bretton Woods system established a link between the dollar and gold, and other currencies pegged to the dollar. By 1973, although the Bretton Woods system had collapsed, the United States reached an agreement with OPEC countries like Saudi Arabia to settle oil transactions in dollars, thereby establishing the petrodollar system. Since then, almost all international trade has relied on dollar settlements.#美国初请失业金人数
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BTCFi: The On-Chain War of Trillions of Dollars in Sleeping Capital
Core Contradiction: Bitcoin's $1.3 Trillion Market Cap vs. DeFi Penetration Rate of Only 0.27% (Ethereum DeFi Penetration Rate 38%)
What makes BTCFi most interesting now is its 'inherent flaw'—Bitcoin was never designed with DeFi functions, leading to all current solutions resembling attaching rocket engines to antique cars. The asset issuance frenzy triggered by Ordinals is just an appetizer; the real drama is how various solutions address Bitcoin's scalability issues.
Sidechain factions like Merlin and B² Network are strong in TVL but essentially bridge BTC into EVM environments using centralized bridges, which deviates from Bitcoin's spirit. Among Layer2 solutions, Stacks is the oldest but performs poorly, while the newly launched Babylon attempts to trade staking security for trust, which is quite clever but has yet to be battle-tested.
What makes BTCFi most interesting now is its 'inherent flaw'—Bitcoin was never designed with DeFi functions, leading to all current solutions resembling attaching rocket engines to antique cars. The asset issuance frenzy triggered by Ordinals is just an appetizer; the real drama is how various solutions address Bitcoin's scalability issues.
Sidechain factions like Merlin and B² Network are strong in TVL but essentially bridge BTC into EVM environments using centralized bridges, which deviates from Bitcoin's spirit. Among Layer2 solutions, Stacks is the oldest but performs poorly, while the newly launched Babylon attempts to trade staking security for trust, which is quite clever but has yet to be battle-tested.
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"Mouth-grazing" (also known as "cloud grazing") is popular in the Web3 circle
"Mouth-grazing" (also known as "cloud grazing") is popular in the Web3 circle, essentially a perversion of bear market survival strategies, resulting from a triple distortion of technology, economy, and human nature. The following is a hardcore analysis to deconstruct the phenomenon:
I. Technical root cause: Interaction cost > potential gain
1⃣️ Gas fee inflation
Ethereum L1 single interaction cost: $5-$30 (2024 average price)
Airdrop expected yield: $0-$500 (90% of projects go to zero)
Formula: Expected ROI = (Airdrop probability × Valuation) - (Gas × Interaction times) → often negative
2⃣️ Scientist hegemony
Witch detection AI eliminates ordinary users (e.g., Arkham's address clustering accuracy reaches 98.7%)
I. Technical root cause: Interaction cost > potential gain
1⃣️ Gas fee inflation
Ethereum L1 single interaction cost: $5-$30 (2024 average price)
Airdrop expected yield: $0-$500 (90% of projects go to zero)
Formula: Expected ROI = (Airdrop probability × Valuation) - (Gas × Interaction times) → often negative
2⃣️ Scientist hegemony
Witch detection AI eliminates ordinary users (e.g., Arkham's address clustering accuracy reaches 98.7%)
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"Tearing Apart" Storm: $6 Million Token Unlock Sparks Community Bloodbath $SOLV
In October 2022, Solv publicly broke with early large investors after suddenly changing unlock rules:
⚠️ Incident Trigger:
Some private investors (rumored to be an Asian fund) demanded the early unlocking of millions of $SOLV tokens.
The Solv team unilaterally froze their accounts and delayed the unlock, citing "maintaining secondary market stability" as the reason.
⚠️ Bloody Confrontation Scene:
Large investors accused: A lengthy post was published on Discord, accusing Solv of "maliciously seizing assets" and "violating the spirit of blockchain."
The team countered: An announcement stated that the user "violated the lock-up agreement by engaging in off-market trading," and threatened legal action.
Community Division: Retail investors angrily criticized the project for "capital hegemony," while institutional supporters stood firmly behind prioritizing rules.
💕 Conclusion:
The involved large investor's tokens were forcibly delayed in unlocking, and the price of $SOLV plummeted 40% in a single week.
Solv's reputation suffered a heavy blow, but unexpectedly gained some institutional recognition—"daring to confront capital head-on" became an alternative trust endorsement.
Later, the price of Solv tokens continued to fluctuate, and now the BTCFI narrative has restarted 🛫 for two reasons:
✅ Explosive demand for asset management in the Bitcoin ecosystem, with no competitors to Solv's technical solutions.
✅ Backed by deep collaborations with exchanges like Binance and Bybit, expectations are high.
However, it also faces many challenges:
⚠️ Competition Siege: Traditional DeFi giants like Uniswap and Aave are positioning themselves in the Bitcoin L2 space.
Friends, what do you think? Share your thoughts in the comments section! #BTC赛道龙头Solv进军RWA @Solv Protocol $BTC
#Circle扩大IPO规模
In October 2022, Solv publicly broke with early large investors after suddenly changing unlock rules:
⚠️ Incident Trigger:
Some private investors (rumored to be an Asian fund) demanded the early unlocking of millions of $SOLV tokens.
The Solv team unilaterally froze their accounts and delayed the unlock, citing "maintaining secondary market stability" as the reason.
⚠️ Bloody Confrontation Scene:
Large investors accused: A lengthy post was published on Discord, accusing Solv of "maliciously seizing assets" and "violating the spirit of blockchain."
The team countered: An announcement stated that the user "violated the lock-up agreement by engaging in off-market trading," and threatened legal action.
Community Division: Retail investors angrily criticized the project for "capital hegemony," while institutional supporters stood firmly behind prioritizing rules.
💕 Conclusion:
The involved large investor's tokens were forcibly delayed in unlocking, and the price of $SOLV plummeted 40% in a single week.
Solv's reputation suffered a heavy blow, but unexpectedly gained some institutional recognition—"daring to confront capital head-on" became an alternative trust endorsement.
Later, the price of Solv tokens continued to fluctuate, and now the BTCFI narrative has restarted 🛫 for two reasons:
✅ Explosive demand for asset management in the Bitcoin ecosystem, with no competitors to Solv's technical solutions.
✅ Backed by deep collaborations with exchanges like Binance and Bybit, expectations are high.
However, it also faces many challenges:
⚠️ Competition Siege: Traditional DeFi giants like Uniswap and Aave are positioning themselves in the Bitcoin L2 space.
Friends, what do you think? Share your thoughts in the comments section! #BTC赛道龙头Solv进军RWA @Solv Protocol $BTC
#Circle扩大IPO规模
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Your attention is the most expensive commodity in Web3
'We think we are playing chain games, flipping airdrops, participating in DAO governance, but in reality, we are algorithmically conditioned 'attention miners', unconsciously mining a resource more precious than Bitcoin — our own life span.'
1⃣ From 'attention economy' to 'neural colonization': The ultimate evolution of attention plunder
Traditional internet giants extract user attention through ads, while Web3 has invented a more covert exploitation paradigm: wrapping attention as 'labor', then exchanging it for financial symbols.
StepN requires users to run to earn tokens, turning movement into tradable computing power;
1⃣ From 'attention economy' to 'neural colonization': The ultimate evolution of attention plunder
Traditional internet giants extract user attention through ads, while Web3 has invented a more covert exploitation paradigm: wrapping attention as 'labor', then exchanging it for financial symbols.
StepN requires users to run to earn tokens, turning movement into tradable computing power;
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Solv: One Fish, Multiple Meals
Solv's financing history is nothing short of 'born with a golden spoon': In 2021, Series A: raised $60 million, with leading investors including: 🔥 Binance Labs, Blockchain Capital (early investor in Coinbase) 🔥 Sequoia China, Mirana Ventures (Bybit's investment arm). Strategic intent: to seize the first entry point for Bitcoin ecosystem 'asset management infrastructure', especially targeting institutional clients. The core logic of the capital bet: 'Whoever controls the asset management tools controls the liquidity lifeline of the Bitcoin ecosystem.'
As a leading project in BTCFI, in addition to staking and DeFi pairs, you can also earn rewards through points. You can explore this in the Binance Web3 wallet 👝 by opening the Dapp!
As a leading project in BTCFI, in addition to staking and DeFi pairs, you can also earn rewards through points. You can explore this in the Binance Web3 wallet 👝 by opening the Dapp!
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《Solv Protocol: The King of Bitcoin Ecosystem Asset Management, How Did It Ignite $60 Million in Financing with 'Financial NFTs' Yet Tear Apart with Large Investors?》
【Introduction: When the Bitcoin ecosystem meets Wall Street-level asset management tools】
In 2023, BRC-20 tokens ignited a frenzy in the Bitcoin ecosystem, but the pain points of fragmented liquidity and asset management difficulties spawned a hidden track — Bitcoin DeFi asset management protocols.
At the top of this track stands the controversial king, backed by a $60 million institutional team, yet publicly tearing apart with large investors over 'unlocking rules': Solv Protocol.
One, BTCs ecosystem: The battle for Bitcoin's 'financialization holy grail'.
Why is the BTCs ecosystem the next $10 billion opportunity?
BRC-20 asset explosion: From ORDI to SATS, the total value of on-chain Bitcoin assets exceeds $2 billion, but lacks unified management tools.
In 2023, BRC-20 tokens ignited a frenzy in the Bitcoin ecosystem, but the pain points of fragmented liquidity and asset management difficulties spawned a hidden track — Bitcoin DeFi asset management protocols.
At the top of this track stands the controversial king, backed by a $60 million institutional team, yet publicly tearing apart with large investors over 'unlocking rules': Solv Protocol.
One, BTCs ecosystem: The battle for Bitcoin's 'financialization holy grail'.
Why is the BTCs ecosystem the next $10 billion opportunity?
BRC-20 asset explosion: From ORDI to SATS, the total value of on-chain Bitcoin assets exceeds $2 billion, but lacks unified management tools.
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Can your Twitter likes be exchanged for money? $PORT3 teaches you how to get rich by "social mining"
1. What is $PORT3?
👉 The “Alipay” of social data:
Turn your Twitter likes, Discord chats, and project interactions into tokens and cash them out directly!
👉 AI’s “Data Canteen”:
7000+ project parties buy your social behaviors here to train their AI robots!
2. 3-step strategy to get the most out of your business (if you have the skills, you can do it)
🚀 Step 1: Register for mining (0 cost)
Log in to SoQuest official website and link your Twitter/Discord account.
Spend 5 minutes every day to complete the "Like + Retweet" task → automatically earn $PORT3 (average 1-5 dollars per day).
🔥 Hidden Tips: Pay attention to the official tweets of new projects and double the rewards for early interaction!
👉 The “Alipay” of social data:
Turn your Twitter likes, Discord chats, and project interactions into tokens and cash them out directly!
👉 AI’s “Data Canteen”:
7000+ project parties buy your social behaviors here to train their AI robots!
2. 3-step strategy to get the most out of your business (if you have the skills, you can do it)
🚀 Step 1: Register for mining (0 cost)
Log in to SoQuest official website and link your Twitter/Discord account.
Spend 5 minutes every day to complete the "Like + Retweet" task → automatically earn $PORT3 (average 1-5 dollars per day).
🔥 Hidden Tips: Pay attention to the official tweets of new projects and double the rewards for early interaction!
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PORT3: Turning Social Data into Gold! How Much is Your Like Worth?
Beginning: Your social behavior is becoming a gold mine
Every day you scroll through Twitter, hang out on Discord, and like project posts... These seemingly free actions could be worth a fortune in the Web3 world!
A token called $PORT3 is turning 6 million users' 'social chatter' into the oil of the AI era — and you might just be the next 'data miner.'
What is $PORT3? A simple and straightforward version
It’s not a scam coin, not a MEME coin, but the world's first golden membership card for the 'social data bank':
🔑 Function Unlocker: Want to use Port3’s AI tools to analyze market sentiment? You need to pay $PORT3 first!
Every day you scroll through Twitter, hang out on Discord, and like project posts... These seemingly free actions could be worth a fortune in the Web3 world!
A token called $PORT3 is turning 6 million users' 'social chatter' into the oil of the AI era — and you might just be the next 'data miner.'
What is $PORT3? A simple and straightforward version
It’s not a scam coin, not a MEME coin, but the world's first golden membership card for the 'social data bank':
🔑 Function Unlocker: Want to use Port3’s AI tools to analyze market sentiment? You need to pay $PORT3 first!
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It is an honor to introduce an OG of the industry to everyone. @Web3小巴 has gone through three cycles, possesses a very keen sense and extremely solid expertise, and is a serial entrepreneur with deep knowledge across various fields! His research analysis and thoughts, as well as his ideas on new tracks, have always been my direction for learning! By following him, you will definitely gain rewards beyond your expectations. #币安Alpha推出MERL交易竞赛 #GENIUS稳定币法案 $BTC $BNB
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The 'new prince' of the Binance ecosystem
SIREN in-depth report - the 'new prince' of the Binance ecosystem, institutions have secretly placed bets
——🈶 four signals that may lead to a hundredfold script
One, top-level design: why is SIREN Binance's 'strategic pawn'?
Filling ecological gaps:
BNB Chain needs a new Meme benchmark (to replace the gradually aging BabyDoge)
The combination of SIREN's 'AI tools + community culture' perfectly aligns with Binance's Web3 strategy
Countdown to listing:
Historical data shows that Binance Alpha key projects average 47 days to land on spot (SIREN has been listed for 32 days)
Two, institutional cards: what does DWF Labs' '$540,000' reveal?
——🈶 four signals that may lead to a hundredfold script
One, top-level design: why is SIREN Binance's 'strategic pawn'?
Filling ecological gaps:
BNB Chain needs a new Meme benchmark (to replace the gradually aging BabyDoge)
The combination of SIREN's 'AI tools + community culture' perfectly aligns with Binance's Web3 strategy
Countdown to listing:
Historical data shows that Binance Alpha key projects average 47 days to land on spot (SIREN has been listed for 32 days)
Two, institutional cards: what does DWF Labs' '$540,000' reveal?
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I am very proud to introduce my good friend Xia Mu @Square-Creator-725776773 , a shining treasure blogger who has been working in the web3 field for 7 years. He is proficient in all tracks and has a unique insight into industry analysis with strong penetrating power. He has been fighting on the front lines and is now taking the time to share his secrets. This is a great opportunity, and everyone should pay attention; we will definitely reap a lot!
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