小聪聪¹

I saw many friends in the comment section mentioning #GroK , so I went to their community to learn more. This coin has institutional backing, and the community is very hardworking, working 24 hours a day. The plan is to start at 5 PM tomorrow to trend for 10 consecutive days! The working group coins are locked, not listed, and not sold. There is also a substantial marketing budget, with 600,000 dollars in the address on the 5th and 6th, 🔥 the funds are in place and have been recorded. Here is the CA: 0x7e800f8fd7f5034c1c0d9068caed868a
3cc44444, I feel it’s worth a look.
Institutional backing + community consensus + new mechanism = ❓

#鲍威尔发言 A Waiting Game Without Winners
This meeting reveals that the Federal Reserve is caught in a tear between 'data lag' and 'political immediacy': removing the term 'stagflation' is meant to soothe the market, while the hawkish dot plot reflects real fear. When Powell says 'holding steady is the best strategy', the implication is that the Fed has lost control over the economic trajectory. If summer inflation data soars as expected, the consensus for two rate cuts in 2025 will instantly collapse, potentially opening the box of rate hikes. History shows that central banks that hesitate in the early stages of stagflation will ultimately be bitten by inflation — will the Federal Reserve repeat the same mistake this time?

#币安Alpha上新
The future of the Alpha platform may be as Winson Liu, the Global Head of Binance Wallet, stated: "We are setting new standards for user-first participation in Web3." When ordinary users can easily participate in early on-chain projects just like in traditional trading, the promise of "financial democratization" truly begins to be fulfilled.

Binance Alpha is like two sides of a coin: one side represents the wealth opportunities accessible to ordinary users, while the other side serves as Binance's strategic pivot connecting the centralized and decentralized worlds. The future of the crypto market depends on whether this duality can continue to resonate.

#美联储FOMC会议 A Waiting Game Without Winners
This meeting reveals that the Federal Reserve is caught in a rift between 'data lag' and 'political immediacy': removing the term 'stagflation' is to appease the market, while the hawkish dot plot reflects real fear. When Powell says 'staying put is the best strategy,' the subtext is that the Fed has lost control over the economic trajectory. If summer inflation data surges as expected, the consensus of two rate cuts in 2025 will instantly collapse, potentially opening the box of rate hikes. History proves that central banks that hesitate in the early stages of stagflation will ultimately be bitten by inflation — will the Federal Reserve repeat this mistake this time?

The charm of trading memes lies in its fulfillment of deep-seated human needs for quick wealth, group belonging, and entertainment stimulation. It is both a financial speculation involving everyone and a viral social experiment. The combination of these two may be the true essence of 'SocialFi'.

What I admire in traders are those who can maintain their composure during the online frenzy, cutting through all the market noise and focusing on what truly matters.

3️⃣ Why Price Is Not That Important

The entry price can only achieve maximum value when combined with a correct estimation of market cap potential. Otherwise, even if you strike early, it's just a quick lick and run.

Many PVP players are very competitive about entry prices, but often lack a judgment framework for exit prices. I previously wrote a tutorial on escaping peaks through liquidity pool changes. But besides this indicator, there are many others, including technical aspects, sentiment, expectations, and so on.

Compared to price judgment, position management might be a more important skill in my opinion, and I can write a separate piece on that later. A small position guessing right a hundred times is not as valuable as a large position hitting right once. And how to keep potential losses to a minimum with a large position requires strict execution of take-profit and stop-loss strategies.

A good operator typically refers to a trading team that can maintain project enthusiasm over the long term and achieve win-win outcomes. A capable operator must understand how to work in synergy with the market. In addition to driving up prices, they also need to know how to promote market attention through media hype, KOL collaborations, and creating hot events.

Criteria for a good operator
🌟 Control over distribution: Concentrated but discreet distribution of chips
🌟 Control over the market: The main player can predict market sentiment peaks and troughs, with decisive market control
🌟 Narrative lifespan: Long-term IP-based narrative, collaborating with the community for co-creation of momentum.

Understanding a complete narrative requires 'real-time understanding of the plot', which is also the dividing line for most players. How to understand the narrative at the first moment, how to maintain focus during the development and evolution of the narrative, and more importantly, how to allocate our energy without being blinded by poor narratives.

Criteria for good narratives
🌟 Uniqueness: Original narrative with potential for secondary creation
🌟 Divergence: At least 50% of people need to disbelieve/not understand
🌟 Orthodoxy: Expectation of endorsement by key figures/institutions (buying before the expected price-in)

2️⃣ Why the dealer group is also very important

Finding the dealer is of course important; otherwise, I wouldn't write so many beginner tutorials.

I think one of the great benefits of playing on-chain is that the flow of funds is traceable. Those who say it's useless are either already in the inside or have not seriously looked for it. A few master dealers: @0xCryptoWing, @0xCryptoFries have already reached a level where anti-money laundering can be done on the spot.

On the other hand, the direction of the narrative is often uncontrollable, while on-chain data is the only point of information advantage that ordinary players can control, which is a certainty that can be gained through effort.

1️⃣ Why the Right Narrative Perspective is Most Important

If a good business model is a company's ability to continuously generate cash flow, then Meme coins, as a way of monetizing Web2 attention in Web3, attract cash flow through their ability to continuously attract more people's attention.

A good narrative perspective lays the foundation for the propagation gene of this Meme. With a good propagation gene, a natural buying base is formed, which determines the market cap ceiling of this coin.

And no matter how strong the market maker is, they cannot move a broken car. Of course, this excludes cases like BOME, which directly relies on violent price manipulation to draw attention. What I want to say is that 90% of narratives are destined to yield no significant results. I do not deny that some short-term narratives can profit through PVP, but this approach is more suited for quantitative trading.

People like to hear stories because stories have strong causality. Our intrinsic demand for stories is actually a demand for imbuing order in a chaotic world, and a demand for seeking certainty in an uncertain world. The plot and routines ultimately serve the order itself, and serve the construction of meaning itself.

Meme Mindset 1️⃣: Narrative, Capturing the Market, and Sweeping the Chain, which is more useful? 🥵

I've actually thought about this question for quite a while. I've also discussed it a few times at offline events and dinner gatherings, so today I’ll整理一下文字.

Previously, I saw Duan Yongping and Buffett always say, good investment = good business model + good team + good price.

I think when it comes to Meme, good results = good narrative + good market capturing + good price.
And in most cases, good narrative > good market capturing > good price.

Do you understand "Making Money Mindset"?
When you put money and bones in front of a dog, the dog will choose the bones because it doesn't know that money can buy more bones. A wealthy woman told a young man, if you bow to me once, I will give you 10,000, but you need to do it in front of all your relatives and friends. The more you bow, the more I will give you. The young man hesitated for a moment and agreed. When all his family members gathered, he knelt down and began to bow. When he bowed for the first time, his parents scolded him for giving up his dignity for money. His relatives and friends said that if he bowed to others like this, how could he be a person in the future, and how would his parents face others in the future? When he bowed for the tenth time, the wealthy woman indeed gave him 100,000 yuan. His father became so angry that his face turned red and he immediately wanted to sever the father-son relationship. All his friends began to strongly condemn him, saying they would pretend they didn't know him from now on. When he bowed for the 100th time, the wealthy woman gave the young man 1 million. His parents fell silent because this was money they could never earn in their lifetime, but still, they scolded the young man for being shameless for that 1 million. All the friends fell silent, wanting to say something but not knowing what to say. When he bowed for the 500th time, his parents handed him water, saying if he was tired, he should take a break. His friends expressed concern, saying that they were all friends, all buddies, and couldn't bear to see him suffer. They said if he had any trouble in the future, he could come to them. When he bowed for the 1000th time, the wealthy woman directly gave the young man 10 million. At this moment, his parents showed a proud expression, and his friends were already excited. They pulled him and said, you are tired, you already have a lot of money, give us a chance, let us bow a few times for you. Some even rushed in front of the wealthy woman, asking her for a chance to bow. When you set aside your pride to make money, it shows that you have matured. When you use money to regain your pride, it shows that you have succeeded. When you can make money just by using your pride, it shows that you have become someone of importance. The most powerful thing in this world is not money, not power, but a way of thinking.