cutepandaweb3
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Let's talk about this year's cryptocurrency market from the perspective of trends
Why discuss trends?
Because trends = what the money in the market is paying for
1. The explosion of compliance + stablecoin concepts
A typical representative is the recent $HSK
Outside the circle are stablecoin concept stocks
Opportunities in this area
I think we should pay attention to chains that are strongly related to compliance and the U.S., such as Sol, Base, and Sei
Keep an eye on the Trump family and institutions like Circle and their holdings
Also, we need to quickly open a U.S. and Hong Kong stock account; this time they are using stablecoins from the crypto world to speculate, who knows what they will use next time to speculate, money is being taken away every day
2. The continuous heating up of SocialFi
Typical representatives @KaitoAI @Sidekick_Labs
This year, a typical opportunity to make money is to talk about Kaito, especially to rank higher and grab some project airdrops, such as the recent Newton where individuals made over a thousand to tens of thousands of U.S. dollars in income, which is extremely high
You can also notice that there are a lot more bots and replies on Twitter, all competing in this track
Some people say Kaito belongs to AiPayFi, but I think this classification is a bit strange; I don't quite understand it. This statement is like KOLs, users, and platforms all playing their own games
In my view, these are still SocialFi
For example, Kaito is like a public review platform, and Sidekick is like Douyu live streaming; essentially, it is KOLs outputting content and users interacting with the content, fundamentally enhancing social attributes
Opportunities in this area
Kaito's projects that haven't been launched yet
Sidekick as a streamer, becoming the top in the rankings, waiting for airdrop expectations
3. The cooling down of AI concepts
There are very few AI-related coins that perform well; many have been stagnant from start to finish
On the other hand, the reality is that the application of AI in the cryptocurrency space is becoming increasingly widespread, such as chain scanning bots, reporting bots, and group chat bots improving significantly, and address labeling becoming better; AI on Twitter is getting harder to distinguish
However, very few AI-related tokens have performed well. This is, of course, partly related to the liquidity of altcoins deteriorating, but essentially many AI-related tokens have unclear concepts and no practical uses; they look like shells that even dogs would disdain
There is no longer that stunning feeling from last year; over time, attention will genuinely shift
This has also led to those who short this year continuously making money, and those holding AI concepts are quite miserable
But AI will not disappear, as the AI field itself is continuously developing in reality, so we will use AI tools while waiting to see if there are any epoch-making products that ignite the market
4. The cooling down of Memecoin
This year, besides $TRUMP, I couldn't think of any new memecoins; indeed, after TRUMP, a large batch of people who made enough money took a break, and liquidity has been halved and halved again
Leaving too many small retail investors who are still hungry to compete with each other
When will liquidity be super abundant? Perhaps we have to wait for the big players to spend their money and come back to start again
The meme field has never disappeared; it often lies dormant and then suddenly comes back with a big wave; it has always been like this
Continue to maintain sensitivity to memes
Why discuss trends?
Because trends = what the money in the market is paying for
1. The explosion of compliance + stablecoin concepts
A typical representative is the recent $HSK
Outside the circle are stablecoin concept stocks
Opportunities in this area
I think we should pay attention to chains that are strongly related to compliance and the U.S., such as Sol, Base, and Sei
Keep an eye on the Trump family and institutions like Circle and their holdings
Also, we need to quickly open a U.S. and Hong Kong stock account; this time they are using stablecoins from the crypto world to speculate, who knows what they will use next time to speculate, money is being taken away every day
2. The continuous heating up of SocialFi
Typical representatives @KaitoAI @Sidekick_Labs
This year, a typical opportunity to make money is to talk about Kaito, especially to rank higher and grab some project airdrops, such as the recent Newton where individuals made over a thousand to tens of thousands of U.S. dollars in income, which is extremely high
You can also notice that there are a lot more bots and replies on Twitter, all competing in this track
Some people say Kaito belongs to AiPayFi, but I think this classification is a bit strange; I don't quite understand it. This statement is like KOLs, users, and platforms all playing their own games
In my view, these are still SocialFi
For example, Kaito is like a public review platform, and Sidekick is like Douyu live streaming; essentially, it is KOLs outputting content and users interacting with the content, fundamentally enhancing social attributes
Opportunities in this area
Kaito's projects that haven't been launched yet
Sidekick as a streamer, becoming the top in the rankings, waiting for airdrop expectations
3. The cooling down of AI concepts
There are very few AI-related coins that perform well; many have been stagnant from start to finish
On the other hand, the reality is that the application of AI in the cryptocurrency space is becoming increasingly widespread, such as chain scanning bots, reporting bots, and group chat bots improving significantly, and address labeling becoming better; AI on Twitter is getting harder to distinguish
However, very few AI-related tokens have performed well. This is, of course, partly related to the liquidity of altcoins deteriorating, but essentially many AI-related tokens have unclear concepts and no practical uses; they look like shells that even dogs would disdain
There is no longer that stunning feeling from last year; over time, attention will genuinely shift
This has also led to those who short this year continuously making money, and those holding AI concepts are quite miserable
But AI will not disappear, as the AI field itself is continuously developing in reality, so we will use AI tools while waiting to see if there are any epoch-making products that ignite the market
4. The cooling down of Memecoin
This year, besides $TRUMP, I couldn't think of any new memecoins; indeed, after TRUMP, a large batch of people who made enough money took a break, and liquidity has been halved and halved again
Leaving too many small retail investors who are still hungry to compete with each other
When will liquidity be super abundant? Perhaps we have to wait for the big players to spend their money and come back to start again
The meme field has never disappeared; it often lies dormant and then suddenly comes back with a big wave; it has always been like this
Continue to maintain sensitivity to memes
See original
Click this platform and say a few more words
1. Whether it can take off in the future is very crucial; if the leader cannot rise, then it's all in vain.
2. I saw a tweet of his; it may suggest that a platform coin will be issued in the future, likely called $KLIK. However, I personally feel that platform coins issued by such platforms generally lack empowerment and are difficult to develop.
3. If you have the capability or ideas, I suggest showcasing your talents on the ETH chain, including but not limited to trading monitoring, smart money, etc. In fact, it’s just the early stuff from pumpfun.
If it can rise, then this is the early stage of the pump. If it can’t, then there’s no big loss; at least this ERC69 indicates that ETH still has money and can pull from 100K to 10M, allowing retail investors to benefit.
If you set up monitoring and smart money, there are only benefits and no downsides. Even if this platform fails, you might still be able to monitor the next interesting play.
The price of ETH has recently been long-term affected by FUD; however, my thought is that the price of ETH and whether the ecosystem above is worth participating in are two different concepts.
Everyone recalls that the most prosperous and profitable time in the ETH ecosystem was precisely last year and the year before when ETH was just over a thousand dollars. By investing in some low-quality projects, you could earn several ETH. Its price and your ability to obtain ETH are completely different concepts.
If ETH really rises to four thousand, will you be able to earn ETH? Why did I see nothing but trash at the peak?
So if you like SOL, earn more SOL; if you like ETH, earn more ETH. As for price, if you are not trading, going after FOMO and FUD daily is not very meaningful. Focusing on increasing your holdings is the serious matter.
1. Whether it can take off in the future is very crucial; if the leader cannot rise, then it's all in vain.
2. I saw a tweet of his; it may suggest that a platform coin will be issued in the future, likely called $KLIK. However, I personally feel that platform coins issued by such platforms generally lack empowerment and are difficult to develop.
3. If you have the capability or ideas, I suggest showcasing your talents on the ETH chain, including but not limited to trading monitoring, smart money, etc. In fact, it’s just the early stuff from pumpfun.
If it can rise, then this is the early stage of the pump. If it can’t, then there’s no big loss; at least this ERC69 indicates that ETH still has money and can pull from 100K to 10M, allowing retail investors to benefit.
If you set up monitoring and smart money, there are only benefits and no downsides. Even if this platform fails, you might still be able to monitor the next interesting play.
The price of ETH has recently been long-term affected by FUD; however, my thought is that the price of ETH and whether the ecosystem above is worth participating in are two different concepts.
Everyone recalls that the most prosperous and profitable time in the ETH ecosystem was precisely last year and the year before when ETH was just over a thousand dollars. By investing in some low-quality projects, you could earn several ETH. Its price and your ability to obtain ETH are completely different concepts.
If ETH really rises to four thousand, will you be able to earn ETH? Why did I see nothing but trash at the peak?
So if you like SOL, earn more SOL; if you like ETH, earn more ETH. As for price, if you are not trading, going after FOMO and FUD daily is not very meaningful. Focusing on increasing your holdings is the serious matter.
See original
Take a look at this launch pad @klik_evm
I've heard that Teacher Dincocoin has made a lot of money
This thing can be intuitively understood as pumpfun on the ETH chain
Observe these two points
1. How much can the leading $ERC-69 reach? Currently at 10M, I think if it breaks 50M, this platform will definitely become a common cash-out platform
0x81BA3931816759D3FBb4a98a448A0DfdCd2a89BC
If it doesn't reach that, then forget I said anything
2. This platform is currently only on the ETH chain, but it is clear that it will be launched on Base later, which is also a very important point. If it runs smoothly on ETH, then there will be more profitable opportunities on Base
Recently, I've had no interest in anything, but this thing is quite simple and gives a bit of freshness.
I've heard that Teacher Dincocoin has made a lot of money
This thing can be intuitively understood as pumpfun on the ETH chain
Observe these two points
1. How much can the leading $ERC-69 reach? Currently at 10M, I think if it breaks 50M, this platform will definitely become a common cash-out platform
0x81BA3931816759D3FBb4a98a448A0DfdCd2a89BC
If it doesn't reach that, then forget I said anything
2. This platform is currently only on the ETH chain, but it is clear that it will be launched on Base later, which is also a very important point. If it runs smoothly on ETH, then there will be more profitable opportunities on Base
Recently, I've had no interest in anything, but this thing is quite simple and gives a bit of freshness.
See original
This June was pretty stupid, let me just summarize it first
1. Life is probably like this
June 1
Playing games
June 2
Playing games
June 3
Ah cutepanda, how can you be so depraved! The account is falling every day, have you forgotten the money-making plan you set?
Start making money from tomorrow!
June 3rd-Today
Playing games
2. Projects held
Virtual wallet has a maximum of 22wu and now only has 8wu left. I have become an idiot due to the withdrawal
What is different between me and before is that I used to play games every day
Now I play games while scolding myself as an idiot
Telegram's Gift is still quite stable. Sometimes the trading volume may not be much in a day, but the price does not change much. I guess the people who bought this thing really don't plan to ship it out. It is difficult to fall. I sold two hats, a few backpacks and cats a few days ago to get back the cost first. There are still a lot of Gifts left
Others are that I used to make an ETH memecoin wallet. This month, I really couldn't stand the decline. ETH rose and fell, and memes fell. I also sold them all. I only took the increase of ETH. Meme is really hard to play. I saw that one of the ten memes took off several times, but the remaining nine were cut in half. Liquidity still did not improve. I was sad from the heart
3. I didn't catch the US stock. I didn't catch labubu. It's really useless
Now I just read the article written by @TechFlowPost by Mai Gang Learn some basic thoughts from this big guy who invested in Pop Mart and BTC in the early stage. The original text is as follows: https://t.co/SM95LmQTNK. My current feeling is that the reason why big guys are big guys is that they have unique vision and they know how to judge people. 4. What to do next: <span I am still looking forward to the web3 dating conference organized by Niu Jie @abyssofgambling. It must be a very interesting show. I will go to see some big rockets when she starts broadcasting. <span Continue to look for multi-chain opportunities, mainly Base, Bsc Avax, etc., and also watch and screen them continuously. At the same time, pay attention to the compliance narrative around stablecoins in the general direction. It is still necessary to open a US stock account quickly. I also know that some big guys really go to play in the US stock market after making money in the currency circle. <span Look for projects in the bull market and settle in the bear market. This year is generally very lazy. There is no sense of urgency like last year when I wanted to make a lot of money. But I can't be too new. I am ready to integrate the resources and technologies at hand. Prepare for the bull market
After saying so much, I still hope I can catch the next Alpha. Let's encourage each other.
1. Life is probably like this
June 1
Playing games
June 2
Playing games
June 3
Ah cutepanda, how can you be so depraved! The account is falling every day, have you forgotten the money-making plan you set?
Start making money from tomorrow!
June 3rd-Today
Playing games
2. Projects held
Virtual wallet has a maximum of 22wu and now only has 8wu left. I have become an idiot due to the withdrawal
What is different between me and before is that I used to play games every day
Now I play games while scolding myself as an idiot
Telegram's Gift is still quite stable. Sometimes the trading volume may not be much in a day, but the price does not change much. I guess the people who bought this thing really don't plan to ship it out. It is difficult to fall. I sold two hats, a few backpacks and cats a few days ago to get back the cost first. There are still a lot of Gifts left
Others are that I used to make an ETH memecoin wallet. This month, I really couldn't stand the decline. ETH rose and fell, and memes fell. I also sold them all. I only took the increase of ETH. Meme is really hard to play. I saw that one of the ten memes took off several times, but the remaining nine were cut in half. Liquidity still did not improve. I was sad from the heart
3. I didn't catch the US stock. I didn't catch labubu. It's really useless
Now I just read the article written by @TechFlowPost by Mai Gang Learn some basic thoughts from this big guy who invested in Pop Mart and BTC in the early stage. The original text is as follows: https://t.co/SM95LmQTNK. My current feeling is that the reason why big guys are big guys is that they have unique vision and they know how to judge people. 4. What to do next: <span I am still looking forward to the web3 dating conference organized by Niu Jie @abyssofgambling. It must be a very interesting show. I will go to see some big rockets when she starts broadcasting. <span Continue to look for multi-chain opportunities, mainly Base, Bsc Avax, etc., and also watch and screen them continuously. At the same time, pay attention to the compliance narrative around stablecoins in the general direction. It is still necessary to open a US stock account quickly. I also know that some big guys really go to play in the US stock market after making money in the currency circle. <span Look for projects in the bull market and settle in the bear market. This year is generally very lazy. There is no sense of urgency like last year when I wanted to make a lot of money. But I can't be too new. I am ready to integrate the resources and technologies at hand. Prepare for the bull market
After saying so much, I still hope I can catch the next Alpha. Let's encourage each other.
See original
This year is a year of benefits for BNB Holders. Not only is the price of BNB stable, but the frequency of airdrops is very high.
So some BNB should be allocated in assets, which is very suitable for financial management.
For example, the latest airdrop is the 23rd project SPARK ($SPK) of the Binance airdrop platform.
Then let's take a look at $SPK @sparkdotfi.
Spark is an on-chain capital allocator that deploys and provides stablecoin liquidity in the DeFi ecosystem to optimize risk-adjusted return performance.
Currently, Spark has deployed more than $4 billion in liquidity and generated more than $180 million in annualized revenue, providing users and protocols with a complete set of capital management solutions.
💎 Core products
1️⃣SparkLend: DeFi lending market, deploying $3.4 billion, supporting multiple stablecoins, and providing users and protocols with efficient lending experience.
2️⃣Spark Savings: Yield-optimizing savings product, with deposits exceeding $3.26 billion, bringing stable returns through DeFi and tokenized treasury bond strategies.
3️⃣Spark Liquidity Layer (SLL): A cross-chain liquidity engine with a TVL of over $4 billion, seamlessly connecting tokenized assets and helping protocols achieve deep liquidity.
💪 Suitable for Spark users
Retail DeFi users: Convert USDC and USDT to yield tokens through Spark Savings, enjoy transparent interest rates set by governance, zero fees, and no slippage!
DeFi protocols and DAOs: Spark provides deep liquidity for protocols such as Aave and Morpho to help scale.
DeFi big players: Borrow at stable interest rates through SparkLend and obtain large-scale liquidity based on Sky's $6.5 billion reserves.
🔥 Problems Spark solves:
Large-scale capital allocation: Over $4 billion in stablecoins are deployed on top protocols such as Aave, Morpho, Ethena, and RWAs such as BlackRock BUIDL.
Governance-defined interest rates: Borrowing and savings rates are set by community governance to avoid market fluctuations and provide a more stable user experience.
Yield-generating stablecoins: Products such as sUSDS and sUSDC allow stablecoins to generate their own income and are highly composable in DeFi.
Decentralized infrastructure: All components run on-chain, are open and transparent, and serve retail users and protocol developers.
📊 Data highlights
4 billion+ USD liquidity, 18 million+ USD annualized revenue.
Access to RWAs such as BlackRock BUIDL and Superstate, with diversified income.
Developed by Phoenix Labs, driven by the SparkDAO community, and a star project of the Sky ecosystem.
🌟Summary
Spark not only makes DeFi easier to use, more efficient, and more transparent, but also provides a new liquidity and income paradigm for on-chain funds.
More BNB income channels
https://t.co/HXijURTeWE
Binance registration
https://t.co/D4Zin4CbVX
#Biance#Spark
So some BNB should be allocated in assets, which is very suitable for financial management.
For example, the latest airdrop is the 23rd project SPARK ($SPK) of the Binance airdrop platform.
Then let's take a look at $SPK @sparkdotfi.
Spark is an on-chain capital allocator that deploys and provides stablecoin liquidity in the DeFi ecosystem to optimize risk-adjusted return performance.
Currently, Spark has deployed more than $4 billion in liquidity and generated more than $180 million in annualized revenue, providing users and protocols with a complete set of capital management solutions.
💎 Core products
1️⃣SparkLend: DeFi lending market, deploying $3.4 billion, supporting multiple stablecoins, and providing users and protocols with efficient lending experience.
2️⃣Spark Savings: Yield-optimizing savings product, with deposits exceeding $3.26 billion, bringing stable returns through DeFi and tokenized treasury bond strategies.
3️⃣Spark Liquidity Layer (SLL): A cross-chain liquidity engine with a TVL of over $4 billion, seamlessly connecting tokenized assets and helping protocols achieve deep liquidity.
💪 Suitable for Spark users
Retail DeFi users: Convert USDC and USDT to yield tokens through Spark Savings, enjoy transparent interest rates set by governance, zero fees, and no slippage!
DeFi protocols and DAOs: Spark provides deep liquidity for protocols such as Aave and Morpho to help scale.
DeFi big players: Borrow at stable interest rates through SparkLend and obtain large-scale liquidity based on Sky's $6.5 billion reserves.
🔥 Problems Spark solves:
Large-scale capital allocation: Over $4 billion in stablecoins are deployed on top protocols such as Aave, Morpho, Ethena, and RWAs such as BlackRock BUIDL.
Governance-defined interest rates: Borrowing and savings rates are set by community governance to avoid market fluctuations and provide a more stable user experience.
Yield-generating stablecoins: Products such as sUSDS and sUSDC allow stablecoins to generate their own income and are highly composable in DeFi.
Decentralized infrastructure: All components run on-chain, are open and transparent, and serve retail users and protocol developers.
📊 Data highlights
4 billion+ USD liquidity, 18 million+ USD annualized revenue.
Access to RWAs such as BlackRock BUIDL and Superstate, with diversified income.
Developed by Phoenix Labs, driven by the SparkDAO community, and a star project of the Sky ecosystem.
🌟Summary
Spark not only makes DeFi easier to use, more efficient, and more transparent, but also provides a new liquidity and income paradigm for on-chain funds.
More BNB income channels
https://t.co/HXijURTeWE
Binance registration
https://t.co/D4Zin4CbVX
#Biance#Spark
See original
OK Now the recent batch of Twitter accounts that were banned have all returned. The vehicles are All back, so it seems the previous bans were indeed largely related to the API.
GMGN Founder
@haze0x
GMGN Official Account
@gmgnai
Killing the Wolf
@Wolfy_XBT
Wang Xiaoer
@brc20niubi
DNF
@Ga__ke
Wizard
@0xcryptowizard
GMGN Founder
@haze0x
GMGN Official Account
@gmgnai
Killing the Wolf
@Wolfy_XBT
Wang Xiaoer
@brc20niubi
DNF
@Ga__ke
Wizard
@0xcryptowizard
See original
Now when I chat with others, I say I hope to earn A8 RMB this year, they all don't believe me that I don't have A8.
I really don't have it. My positions are small no matter what, and I can't make big money. I'm a loser 🤡🤡
Previously, fans often came to me and then immediately said they had four to five hundred thousand $Virtual, asking me how much I saw.
How can I give advice? This money could buy my life 🤡
I really don't have it. My positions are small no matter what, and I can't make big money. I'm a loser 🤡🤡
Previously, fans often came to me and then immediately said they had four to five hundred thousand $Virtual, asking me how much I saw.
How can I give advice? This money could buy my life 🤡
See original
Recently, the fluctuating market has made the position adjustments quite uncomfortable. I sometimes think about just converting all my positions to USDT and playing games instead. I don't know if there are still new opportunities to make big money; at least this month I really haven't seen anything new.
But then I think back, even during the toughest times in the past few years, opportunities to make money have always existed. It's just that the funds may have gone to different fields, favoring different projects. Since I entered the market, it has never stopped.
A year ago at this time, BTC hadn't taken off, the Solana chain wasn't that popular, copy trading hadn't spread, the blockchain kings were just starting to gain traction, little Neiro hadn't been released, and Virtual was hardly noticed. Pnut Act was still lagging behind.
The idea that Trump might issue a $Trump token was something even we wouldn't have imagined.
What will the second half of the year look like? I can't draw any conclusions now, just like at this time last year, I couldn't have predicted what would happen next.
The future will definitely be exciting, and there will continue to be new legends in this market.
New legends may not always be about others; they could also be about you and me.
But then I think back, even during the toughest times in the past few years, opportunities to make money have always existed. It's just that the funds may have gone to different fields, favoring different projects. Since I entered the market, it has never stopped.
A year ago at this time, BTC hadn't taken off, the Solana chain wasn't that popular, copy trading hadn't spread, the blockchain kings were just starting to gain traction, little Neiro hadn't been released, and Virtual was hardly noticed. Pnut Act was still lagging behind.
The idea that Trump might issue a $Trump token was something even we wouldn't have imagined.
What will the second half of the year look like? I can't draw any conclusions now, just like at this time last year, I couldn't have predicted what would happen next.
The future will definitely be exciting, and there will continue to be new legends in this market.
New legends may not always be about others; they could also be about you and me.
See original
The presale of the Virtual platform just opened $IRIS Don’t mess it up A bad person built a fake one and put it up there and it’s quite ridiculous that it got filled
After entering the presale, there will be a banner at the top indicating the opening on ETH
It really is stuffed in this link
https://app.virtuals.io/geneses/3838
After entering the presale, there will be a banner at the top indicating the opening on ETH
It really is stuffed in this link
https://app.virtuals.io/geneses/3838
See original
A simple way to filter good projects virtually is to look at the official rating articles from Vader. The rating articles from @VaderResearch are divided into four tiers, from high to low: TIER 1 - TIER 4. TIER 1 represents excellent projects, and currently, only four projects have been rated: $AXR $BIZ $SOLACE. TIER 2 has highlights but is not as top-tier as TIER 1; it can be considered for a portion. TIER 3-4 is relatively average, but it doesn't necessarily mean they are bad; further research is needed.
Personally, if I'm uncertain about whether to stake points, I would mindlessly go for TIER 1; for others, it’s up to consideration.
Currently, we are not only looking at single projects or how much a single point is worth; we also need to consider long-term operational situations. If a project is somewhat poor and can't maintain its price over time, staking won’t yield much.
Focusing on top-tier projects is like following the ecosystem; non-leading projects feel like a lottery.
Bullish on $VADER
@Vader_AI_
Personally, if I'm uncertain about whether to stake points, I would mindlessly go for TIER 1; for others, it’s up to consideration.
Currently, we are not only looking at single projects or how much a single point is worth; we also need to consider long-term operational situations. If a project is somewhat poor and can't maintain its price over time, staking won’t yield much.
Focusing on top-tier projects is like following the ecosystem; non-leading projects feel like a lottery.
Bullish on $VADER
@Vader_AI_
See original
Friends of Virtual, all points, all points, go to this project $IRIS
Official @UndercoverIRIS @NethermindEth
This project is endorsed by ETH official + Virtuals official
@VaderResearch Vader carefully selected TIER1 project, the top of the top
Pre-sale link
https://t.co/em1SvNB6xB
Note that the pre-sale page is also marked. Although this is a Base chain point pre-sale, the coins will be received on the ETH chain
If you ask me, there is no need to do any research, just go all in!
If you want to study, read the following content yourself. You will know that you have to go all in after reading the beginning
Extended reading
@ethermage
https://t.co/2wxjoDQ11X
@VaderResearch
https://t.co/y0qHpH3VeD
@ZaggyGoKrazy
https://t.co/rAllXlEoVY
@softlipa1018
Official @UndercoverIRIS @NethermindEth
This project is endorsed by ETH official + Virtuals official
@VaderResearch Vader carefully selected TIER1 project, the top of the top
Pre-sale link
https://t.co/em1SvNB6xB
Note that the pre-sale page is also marked. Although this is a Base chain point pre-sale, the coins will be received on the ETH chain
If you ask me, there is no need to do any research, just go all in!
If you want to study, read the following content yourself. You will know that you have to go all in after reading the beginning
Extended reading
@ethermage
https://t.co/2wxjoDQ11X
@VaderResearch
https://t.co/y0qHpH3VeD
@ZaggyGoKrazy
https://t.co/rAllXlEoVY
@softlipa1018
See original
After listening to @silverfang88's high-quality live stream today, I have a feeling that @Sidekick_Labs might be the next big thing in the industry.
Currently, there's not much left in the wool-pulling world where you can just click a few times to get some benefits. Even if there was, it has been monopolized by studios, and everyone is competing to the point where no one makes much profit.
So I think projects with high expectations for airdrops either have some technical barriers or require significant financial investment.
The barrier for Sidekick is that you need equipment, and then you have to spend a considerable amount of time live streaming, plus you need fans to watch your streams. This barrier is quite high.
So, given such a high barrier, is it reasonable for them not to distribute some airdrops to streamers who go live every day?
Moreover, I'm not really comfortable going live; I guess that means I probably won't make any money from this.
If we say that friendtech was a preliminary exploration in the web3 social field, then this year is the blossoming year for web3 social.
Kaito and cookie can be considered as Meituan and Dazhongdianping, while Sidekick is essentially Douyu live streaming.
Everything is progressing along the path of completing the web2 puzzle.
Currently, there's not much left in the wool-pulling world where you can just click a few times to get some benefits. Even if there was, it has been monopolized by studios, and everyone is competing to the point where no one makes much profit.
So I think projects with high expectations for airdrops either have some technical barriers or require significant financial investment.
The barrier for Sidekick is that you need equipment, and then you have to spend a considerable amount of time live streaming, plus you need fans to watch your streams. This barrier is quite high.
So, given such a high barrier, is it reasonable for them not to distribute some airdrops to streamers who go live every day?
Moreover, I'm not really comfortable going live; I guess that means I probably won't make any money from this.
If we say that friendtech was a preliminary exploration in the web3 social field, then this year is the blossoming year for web3 social.
Kaito and cookie can be considered as Meituan and Dazhongdianping, while Sidekick is essentially Douyu live streaming.
Everything is progressing along the path of completing the web2 puzzle.
See original
The leading Plush Pepe in the Gift section of Telegram has now reached a floor price of 3250 TON each, around 10,000 USD. Last month, when it was announced in the Telegram channel, the price was 650 TON.
Around May 10, I spent around 7000 USD buying about two hundred different Gifts, both cheap and expensive. Unfortunately, I only managed to get two Plush Pepes, which were priced at 650 TON at the time. Now, selling just one would cover all my costs and even make a profit.
Currently, it seems that the more expensive and less available Gifts are rising quickly, such as Pepe, hats, and peaches, which start at a few hundred TON. Meanwhile, those Gifts worth only 1-3 TON are either stagnant or declining. The funds indeed prefer more expensive items, similar to the NFT trend of past years.
The current trend aligns well with my initial summary, which is:
"Good asset shells with future speculation expectations."
I have pinned the tutorial I wrote last month. Feel free to take it if needed.
Around May 10, I spent around 7000 USD buying about two hundred different Gifts, both cheap and expensive. Unfortunately, I only managed to get two Plush Pepes, which were priced at 650 TON at the time. Now, selling just one would cover all my costs and even make a profit.
Currently, it seems that the more expensive and less available Gifts are rising quickly, such as Pepe, hats, and peaches, which start at a few hundred TON. Meanwhile, those Gifts worth only 1-3 TON are either stagnant or declining. The funds indeed prefer more expensive items, similar to the NFT trend of past years.
The current trend aligns well with my initial summary, which is:
"Good asset shells with future speculation expectations."
I have pinned the tutorial I wrote last month. Feel free to take it if needed.
See original
Drafted Recently, bad news comes one after another
Again, Singapore tightens regulations
Again, the pump and issuance of coins are generally believed to be bloodsucking
Today, the bad news upon waking up is that Musk and Trump are arguing
Every day, I dig through the garbage heap looking for something to play with
If I'm not careful, the money is gone again
What’s the deal? You argue using my wallet? Is my money rocket fuel to burn like this?
Again, Singapore tightens regulations
Again, the pump and issuance of coins are generally believed to be bloodsucking
Today, the bad news upon waking up is that Musk and Trump are arguing
Every day, I dig through the garbage heap looking for something to play with
If I'm not careful, the money is gone again
What’s the deal? You argue using my wallet? Is my money rocket fuel to burn like this?
See original
The $AXR on the Virtual platform is about to change from a green lock to a yellow lock.
This is very important, and you must carefully observe its trend. Its trend indicates how significant the unlocking time of the token is for the projects on Virtual.
If it crashes directly, it means that for the projects unlocking in the next 30 days, regardless of any endorsements, it is best to avoid them and only engage with those unlocking in 60 days or more.
If there is a strong bottom fishing and someone can hold the bottom, it can raise the overall expectations for the Virtual platform.
This is very important, and you must carefully observe its trend. Its trend indicates how significant the unlocking time of the token is for the projects on Virtual.
If it crashes directly, it means that for the projects unlocking in the next 30 days, regardless of any endorsements, it is best to avoid them and only engage with those unlocking in 60 days or more.
If there is a strong bottom fishing and someone can hold the bottom, it can raise the overall expectations for the Virtual platform.
See original
Friends often ask me how this project on the Virtual platform is, or whether that project can be participated in.
Actually, there is a very simple way. You don't need to specifically look at how the project is doing; just look at the number of participants, how many points the leading contributors have, and the extent of oversubscription. You don't even need to research too deeply.
For example, today with ERM, there are still four hours left, and it has already exceeded 400%. The top contributors have over two million points, and big point holders are jumping in. So just follow along and participate a bit; it's that simple. Don't they research it as much as we do?
On the contrary, if it’s a rather poor project, even if it barely exceeds 300%, having the leading contributors with seventy or eighty thousand points is considered the best case. When it opens, it might just be a few hundred k and then it’s done. I suspect most people might just be participating to boost their activity, which makes it unnecessary to get involved.
I believe that at this stage, the distinction between good and bad projects on the Virtual platform is already very clear. A lot of information is public. When a project comes out, a bunch of people will research it, and each research report is professional and thorough. If you search for the project name, you can find ten long articles analyzing it.
Moreover, the one-day presale time on the Virtual platform does indeed give users enough time to react and make decisions. Good projects will definitely not be missed.
Just follow along; there’s no need to be so stressed every day.
Actually, there is a very simple way. You don't need to specifically look at how the project is doing; just look at the number of participants, how many points the leading contributors have, and the extent of oversubscription. You don't even need to research too deeply.
For example, today with ERM, there are still four hours left, and it has already exceeded 400%. The top contributors have over two million points, and big point holders are jumping in. So just follow along and participate a bit; it's that simple. Don't they research it as much as we do?
On the contrary, if it’s a rather poor project, even if it barely exceeds 300%, having the leading contributors with seventy or eighty thousand points is considered the best case. When it opens, it might just be a few hundred k and then it’s done. I suspect most people might just be participating to boost their activity, which makes it unnecessary to get involved.
I believe that at this stage, the distinction between good and bad projects on the Virtual platform is already very clear. A lot of information is public. When a project comes out, a bunch of people will research it, and each research report is professional and thorough. If you search for the project name, you can find ten long articles analyzing it.
Moreover, the one-day presale time on the Virtual platform does indeed give users enough time to react and make decisions. Good projects will definitely not be missed.
Just follow along; there’s no need to be so stressed every day.
See original
If you hold 10 million in cash and aim for a 10% return goal
I will directly treat it as 1.4 million
In my view, the first thing is to control spending to ensure you don't fall into poverty, which will surpass a lot of people. So don't spend too much energy on daily PVP; it doesn't make much sense.
1. First, take 1 million as a part that you won't touch and invest it for stable returns of 2-5% annually.
400,000 to Binance
300,000 to OKEx
200,000 to Kraken
100,000 in stablecoins on-chain for some liquid interest. Overall, this part can yield between 2%-5%.
These exchanges can't just run away, right? The 10% on-chain can be invested or not; I believe it exists as a safety net on-chain and should not be easily touched.
2. 100,000 to wait for a bigger opportunity, investing 10,000 each time.
First, be clear that investing 10,000 in small altcoins is quite risky. Most small altcoins on the market will mean you are withdrawing liquidity if you put in 10,000.
What is a relatively big opportunity? I think just follow the leading figures in the space.
For example, @0xSunNFT and @EnHeng456 are at a stage where they disdain putting out trash. If it's not something particularly good, they generally don't mention it; otherwise, it would be very damaging to their reputation. So we just wait for their tweets to see.
If you can't find who the leaders are, go to Kaito or Cookie's lists to find the top projects and sift through their past tweets.
If it’s reasonable and persuasive, then you can add a little bell. For those who constantly reverse directions, just hide or block them to avoid affecting your timeline.
Of course, it doesn't mean that what they say will definitely make you money. I think for retail investors to make money from what they post, two points must be satisfied:
① The concept is relatively new
② There is also expected growth potential.
This kind of investment could yield between 2-20 times; when things are good, it could even be over 100x.
3. 100,000 to find newer fields for investment, putting in 5,000 to 20,000 each time.
Earning money in this way actually tests the choice of assets quite a bit.
Of course, it needs to meet several characteristics:
① I can understand it
② Good backing; the team is willing to work and spend money
③ Others have not fully discovered its value yet.
It feels like it’s not too easy to lose; if you earn, it could be quite a lot. Like when I just returned in April, I bought all sorts of things and got cut by a few; the reason was that the backing was poor, and I didn’t strictly follow the standards for selection.
In the end, I managed to profit from Virtual and Telegram NFTs.
But I’ve been very lazy recently. If you ask me, I don’t even know what to look for now; I can only say to continue observing similar opportunities.
4. 100,000 to gradually buy the dip on mainstream coins. This part may not necessarily earn, but I think there’s no need to trade frequently. Just keep an eye on BTC and ETH. Every time there’s FUD news coming out and the market keeps dropping, just buy the dip between 5,000 to 20,000 and take a long-term approach.
5. 100,000 to spend, spend, spend, spend, spend!
10,000 to upgrade my notebook to the latest MacBook and my desktop to a newer configuration; use the Mac for crypto trading and the desktop for gaming.
10,000 to top up 648; whatever game I want to play, just top up 648. I can top up a hundred times and still not finish. I can’t be a giant spender, but it’s enough to play comfortably. Once I get tired of a game, I can just switch; it hardly costs much. For single-player games, it costs even less.
30,000 just to buy things. If I want a bag, I buy a bag; if I want a watch, I buy a watch. No need to buy a lot. After spending, I’ll just get more money next year.
20,000 to go out and have fun; whatever coin I trade, just buy it and leave it there. I should go on a road trip, fly abroad to eat, rest, and play. Go skydiving, paragliding, snorkeling, and skiing; experience everything I haven’t tried. I won’t even be able to use it all up.
20,000 to reconnect with old friends over meals; what we eat isn’t important. It’s mainly about emotional exchange. When eating, don’t talk about trading. After dinner, do whatever you like. It’s also hard to spend all of it.
The remaining 10,000, I can’t think of anything. I think if you can’t spend it all, you can give it to me; I’ll help you spend it. As the saying goes, giving someone a rose leaves a fragrance in your hand. If you give me money, I gain happiness, and you get the joy of giving.
When can’t money be made? Life is just a year less each year.
Life is like a dream; how much joy can there be?
I advise you not to cherish your golden silk clothes; cherish your youth instead.
Want to buy osmanthus flowers and drink wine together; it’s never the same as the joys of youth.
I will directly treat it as 1.4 million
In my view, the first thing is to control spending to ensure you don't fall into poverty, which will surpass a lot of people. So don't spend too much energy on daily PVP; it doesn't make much sense.
1. First, take 1 million as a part that you won't touch and invest it for stable returns of 2-5% annually.
400,000 to Binance
300,000 to OKEx
200,000 to Kraken
100,000 in stablecoins on-chain for some liquid interest. Overall, this part can yield between 2%-5%.
These exchanges can't just run away, right? The 10% on-chain can be invested or not; I believe it exists as a safety net on-chain and should not be easily touched.
2. 100,000 to wait for a bigger opportunity, investing 10,000 each time.
First, be clear that investing 10,000 in small altcoins is quite risky. Most small altcoins on the market will mean you are withdrawing liquidity if you put in 10,000.
What is a relatively big opportunity? I think just follow the leading figures in the space.
For example, @0xSunNFT and @EnHeng456 are at a stage where they disdain putting out trash. If it's not something particularly good, they generally don't mention it; otherwise, it would be very damaging to their reputation. So we just wait for their tweets to see.
If you can't find who the leaders are, go to Kaito or Cookie's lists to find the top projects and sift through their past tweets.
If it’s reasonable and persuasive, then you can add a little bell. For those who constantly reverse directions, just hide or block them to avoid affecting your timeline.
Of course, it doesn't mean that what they say will definitely make you money. I think for retail investors to make money from what they post, two points must be satisfied:
① The concept is relatively new
② There is also expected growth potential.
This kind of investment could yield between 2-20 times; when things are good, it could even be over 100x.
3. 100,000 to find newer fields for investment, putting in 5,000 to 20,000 each time.
Earning money in this way actually tests the choice of assets quite a bit.
Of course, it needs to meet several characteristics:
① I can understand it
② Good backing; the team is willing to work and spend money
③ Others have not fully discovered its value yet.
It feels like it’s not too easy to lose; if you earn, it could be quite a lot. Like when I just returned in April, I bought all sorts of things and got cut by a few; the reason was that the backing was poor, and I didn’t strictly follow the standards for selection.
In the end, I managed to profit from Virtual and Telegram NFTs.
But I’ve been very lazy recently. If you ask me, I don’t even know what to look for now; I can only say to continue observing similar opportunities.
4. 100,000 to gradually buy the dip on mainstream coins. This part may not necessarily earn, but I think there’s no need to trade frequently. Just keep an eye on BTC and ETH. Every time there’s FUD news coming out and the market keeps dropping, just buy the dip between 5,000 to 20,000 and take a long-term approach.
5. 100,000 to spend, spend, spend, spend, spend!
10,000 to upgrade my notebook to the latest MacBook and my desktop to a newer configuration; use the Mac for crypto trading and the desktop for gaming.
10,000 to top up 648; whatever game I want to play, just top up 648. I can top up a hundred times and still not finish. I can’t be a giant spender, but it’s enough to play comfortably. Once I get tired of a game, I can just switch; it hardly costs much. For single-player games, it costs even less.
30,000 just to buy things. If I want a bag, I buy a bag; if I want a watch, I buy a watch. No need to buy a lot. After spending, I’ll just get more money next year.
20,000 to go out and have fun; whatever coin I trade, just buy it and leave it there. I should go on a road trip, fly abroad to eat, rest, and play. Go skydiving, paragliding, snorkeling, and skiing; experience everything I haven’t tried. I won’t even be able to use it all up.
20,000 to reconnect with old friends over meals; what we eat isn’t important. It’s mainly about emotional exchange. When eating, don’t talk about trading. After dinner, do whatever you like. It’s also hard to spend all of it.
The remaining 10,000, I can’t think of anything. I think if you can’t spend it all, you can give it to me; I’ll help you spend it. As the saying goes, giving someone a rose leaves a fragrance in your hand. If you give me money, I gain happiness, and you get the joy of giving.
When can’t money be made? Life is just a year less each year.
Life is like a dream; how much joy can there be?
I advise you not to cherish your golden silk clothes; cherish your youth instead.
Want to buy osmanthus flowers and drink wine together; it’s never the same as the joys of youth.
See original
Good morning, let's see what the current situation of the things we have recently participated in is like
VIRTUAL ecosystem has risen again. A large number of tokens have broken new highs. $BIOS $SOLACE $WINT. I can only say that every time Virtual falls, there is not much time left for everyone to buy the bottom
My main account has also reached ATH again. It is indeed comfortable again
Recently, many people have come to ask how to participate. I am preparing to rewrite a tutorial. Recently, I have also opened the invitation function. Then I shamelessly hope that everyone will follow my link
https://t.co/hfiN5FD6WI
Plush Pepe, the leader of Telegram's Gift ecosystem, was still 1900TON yesterday. When I woke up, I saw that the floor price was already 2899TON. The leader led the team and the others drank soup
It can be foreseen that Plush Pepe will become a symbol of Telegram user status in the future
Matt's comic concept $GASS, which has been mentioned many times on Telegram and Twitter, broke 9M yesterday and basically did not pull back Now it is about to break 10M
0x774eaF7A53471628768dc679dA945847d34b9a55
$DORO This concept has always been promising. If you haven't seen it yet, you can learn it yourself
H4iUsC9rLNsXQ1GAfv8Bs53dZnBn9rqSxhE388YRpump
All of the above are things that have been posted on Telegram and Twitter recently. I like to post everything I play with and don't like to hide it
Currently, the comfort level of holding positions is very high. Except for the Gift section of Telegram, which has not been released yet (because it is troublesome to sell), the others are actually either zero cost or have been eaten enough
Hope there will be new things to play in June!
VIRTUAL ecosystem has risen again. A large number of tokens have broken new highs. $BIOS $SOLACE $WINT. I can only say that every time Virtual falls, there is not much time left for everyone to buy the bottom
My main account has also reached ATH again. It is indeed comfortable again
Recently, many people have come to ask how to participate. I am preparing to rewrite a tutorial. Recently, I have also opened the invitation function. Then I shamelessly hope that everyone will follow my link
https://t.co/hfiN5FD6WI
Plush Pepe, the leader of Telegram's Gift ecosystem, was still 1900TON yesterday. When I woke up, I saw that the floor price was already 2899TON. The leader led the team and the others drank soup
It can be foreseen that Plush Pepe will become a symbol of Telegram user status in the future
Matt's comic concept $GASS, which has been mentioned many times on Telegram and Twitter, broke 9M yesterday and basically did not pull back Now it is about to break 10M
0x774eaF7A53471628768dc679dA945847d34b9a55
$DORO This concept has always been promising. If you haven't seen it yet, you can learn it yourself
H4iUsC9rLNsXQ1GAfv8Bs53dZnBn9rqSxhE388YRpump
All of the above are things that have been posted on Telegram and Twitter recently. I like to post everything I play with and don't like to hide it
Currently, the comfort level of holding positions is very high. Except for the Gift section of Telegram, which has not been released yet (because it is troublesome to sell), the others are actually either zero cost or have been eaten enough
Hope there will be new things to play in June!
See original
Learning about $DORO meme culture
https://www.bilibili.com/video/BV1av7LzxENb
https://www.bilibili.com/video/BV1av7LzxENb
See original
I invented a term called 【Position Comfort Level】
In summary, if you want to hold for a long time and earn more, you must pursue a high 【Position Comfort Level】
In simple terms, the more comfortable you are holding a coin, the better. Ideally, you hold it at zero cost; otherwise, it’s a daily hassle, and you can't hold onto anything and earn.
For example:
1. During a bad market phase, a coin drops from its high and stays flat for one or two months, but the team is working very hard during this time.
At this point, there is very good news that you see, and you buy in when the market hasn’t moved much. The market improves and keeps rising.
-> High Position Comfort Level
$VIRTUAL
2. You spot a concept and look for the corresponding memecoin, setting a position at 10K.
Later, the concept is gradually discovered, and at 20K, you double your investment, so you hold it tightly at no cost and ignore the dealer's market manipulation.
-> High Position Comfort Level
$DORO
3. You see others hyping a token, and you notice a huge green candle online and can’t help but buy immediately.
As soon as you buy, it corrects, and it never returns to the cost line afterward. Occasionally, it touches the cost line only to drop again, and you watch your position with a floating loss of 20%-50%, sighing daily about when you can break even.
-> Low Position Comfort Level
4. You see a SOL presale that others are pouring into, but you’re uncertain. Eventually, you can’t hold back and invest a lot.
As a result, you’re anxiously waiting for the opening every day, fearing a rug pull. Sometimes you earn a bit as an investment, and sometimes you lose a significant amount as the project team plays tricks to harvest.
Will you invest next time? You're uncertain again.
-> Extremely Low Position Comfort Level
$LINUX
All of the above is a summary of my personal real experiences.
In the crypto world, there are a few sayings everyone knows:
"Buy right, buy more, hold long."
"Buy when no one cares, sell when everyone is talking."
So how can you hold for a long time? How can you hold until it’s bustling?
I believe it’s still about the Position Comfort Level. If you’re comfortable holding, you naturally hold longer.
When others buy in at the peak, you’ve already doubled your investment and have no cost, so of course, you hold longer.
When others invest all their wealth, you invest just one percent of your assets. If you lose, it doesn’t matter, so you’re certainly comfortable. Comfort means you hold longer.
Of course, everyone is different. Whether it's comfortable to hold or not is something only you can decide; you understand your own thoughts best.
Pursuing high 【Position Comfort Level】 operations
Abandoning low 【Position Comfort Level】 operations
In summary, if you want to hold for a long time and earn more, you must pursue a high 【Position Comfort Level】
In simple terms, the more comfortable you are holding a coin, the better. Ideally, you hold it at zero cost; otherwise, it’s a daily hassle, and you can't hold onto anything and earn.
For example:
1. During a bad market phase, a coin drops from its high and stays flat for one or two months, but the team is working very hard during this time.
At this point, there is very good news that you see, and you buy in when the market hasn’t moved much. The market improves and keeps rising.
-> High Position Comfort Level
$VIRTUAL
2. You spot a concept and look for the corresponding memecoin, setting a position at 10K.
Later, the concept is gradually discovered, and at 20K, you double your investment, so you hold it tightly at no cost and ignore the dealer's market manipulation.
-> High Position Comfort Level
$DORO
3. You see others hyping a token, and you notice a huge green candle online and can’t help but buy immediately.
As soon as you buy, it corrects, and it never returns to the cost line afterward. Occasionally, it touches the cost line only to drop again, and you watch your position with a floating loss of 20%-50%, sighing daily about when you can break even.
-> Low Position Comfort Level
4. You see a SOL presale that others are pouring into, but you’re uncertain. Eventually, you can’t hold back and invest a lot.
As a result, you’re anxiously waiting for the opening every day, fearing a rug pull. Sometimes you earn a bit as an investment, and sometimes you lose a significant amount as the project team plays tricks to harvest.
Will you invest next time? You're uncertain again.
-> Extremely Low Position Comfort Level
$LINUX
All of the above is a summary of my personal real experiences.
In the crypto world, there are a few sayings everyone knows:
"Buy right, buy more, hold long."
"Buy when no one cares, sell when everyone is talking."
So how can you hold for a long time? How can you hold until it’s bustling?
I believe it’s still about the Position Comfort Level. If you’re comfortable holding, you naturally hold longer.
When others buy in at the peak, you’ve already doubled your investment and have no cost, so of course, you hold longer.
When others invest all their wealth, you invest just one percent of your assets. If you lose, it doesn’t matter, so you’re certainly comfortable. Comfort means you hold longer.
Of course, everyone is different. Whether it's comfortable to hold or not is something only you can decide; you understand your own thoughts best.
Pursuing high 【Position Comfort Level】 operations
Abandoning low 【Position Comfort Level】 operations
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