鸿铭论

It was my mistake, it turns out Alpaca is the key to wealth 🤮

Alpaca must be stunned by this operation. Yesterday, a round of fee adjustments directly scared away the short sellers.
As a result, it dropped over 60% at that time.
Now, with this dead move, it seems that the circulating supply outside is really quite limited, and the candlestick chart no longer holds much significance.

Alpha, how come you guys have so much loss in points?
Normally, the loss is around 0.5 for 200
Some outrageous loss is 50U in a day, then you might as well not do it. They treat it as a benefit, while you are just messing around.

The value of the last sentence about Alpaca will only increase.

Today the new pork knuckle rice is over 100 U again
How do you say you are losing money every day?

Upbit is the real launch signal! SIGN announced its launch on Upbit at 14:25 Beijing time.
No analysis is needed for this; just refer to the previous analysis of WCT for a review.
If you want to know more, you can click on my homepage and search for WCT; simply replace it with SIGN in the analysis.
It's pretty much the same.

The VC coin has come to an end
The AV coin is here again

The new threshold for Alpaca points in the latest round of IPOs is 75 points.
If you had listened to the previous mention of 80 points, you wouldn't have missed it.
It really is an incremental increase; now it can be resolved within 100 points, but the problem is if it keeps increasing later, that would really be a bit...

Trump's first 100 days in office, the crypto market has evaporated 537 billion dollars in market value
Previously: The great crypto president
Now: How come that shot didn't kill him back then

SIGN This time 130U, how much did you sell?

Since Binance launched Alpha points, there are really a lot of benefits now
But the threshold has gradually become higher, 45 points are still achievable for many people
65 points can be managed with some effort
So what about afterwards?

The Alpha points threshold is indeed gradually increasing. The last issue required 45 points to meet the criteria, and many people have been guessing that it would be 60 points later on. The official announcement stated that those who reach 65 points will be eligible for the airdrop. This confirms what was said in the previous article: regardless of whether it's 60 or whatever, 80 points will definitely be sufficient.

JD issues coins to deliver food, a gamble or a strategy?
Recently, JD has boldly issued the stablecoin JDG in Hong Kong, while also making a grand entry into the fiercely competitive food delivery market. If this move is seen merely as a usual business expansion, it would be a superficial interpretation. A closer look reveals that it is indeed a 'cornered beast still fighting' and also a 'desperate battle'.
First, let's talk about the issuance of the stablecoin. On the surface, JD is promoting 'technological innovation and convenience in cross-border payments,' but it actually carries three deeper meanings:
First, to open up the channels of overseas capital
Second, to bet on the new order of future trade
Third, to establish a new front in data hegemony
As for the aggressive push into food delivery, it may seem surprising: with Meituan already dominating and Ele.me surviving in the cracks, why would a prominent e-commerce giant lower itself to gnaw on such a slim profit and fiercely competitive bone? However, if we think from another angle, this is actually a 'forced breakout'.
Under the Matthew effect, the growth of e-commerce traffic has already peaked, and new battlegrounds like live e-commerce, community group buying, and instant retail are emerging. Meituan's instant delivery network established in food delivery has become an irreplaceable infrastructure. If JD does not intervene, the future integration of 'instant retail + food delivery + home delivery' will be handed over to others. It can be said that JD's actions align with what is said in 'The Art of War': 'When the momentum can be obtained, engage; when it cannot be obtained, defend it.' Seeing that defense is untenable, the only option is to attack to defend.
At the same time, while the food delivery industry appears 'dirty, tiring, and hard,' it actually hides the last gold mine of high-frequency user scenarios. To have users is to have the future; even if profitability is far away, JD has no choice but to grit its teeth and 'burn money to exchange for life'.
Overall, JD issuing coins and delivering food may seem like two battle lines, but in fact, they belong to the same grand strategy: on one side, opening up international capital flows, and on the other side, solidifying the local user base; on one side, planning the future currency landscape, and on the other side, competing for the entrance of instant retail.
However, beneath the rapid advance lies hidden worries. Whether it is the regulatory risks of stablecoins or the fierce battles over food delivery subsidies, these are not easy matters. If one acts too hastily, it could fall into external troubles or be disturbed by internal conflicts, ultimately resulting in 'when the clam and the snipe contend, the fisherman profits,' which remains uncertain.

SUI is on fire! A weekly surge of 67%, leading the public blockchain race!
However, on May 1st, 74 million SUI will be unlocked, worth approximately $260 million, accounting for 2.28% of the circulating supply.

Given the current strength combined with trends and trading volume, market sentiment is quite FOMO, and the impact of the unlock may be absorbed by strong buying pressure.

Many people are criticizing Aptos, which also uses the MOVE language; although its growth isn’t as strong, it's still evident that it is trending upwards, and it isn’t as disappointing as many have claimed.

Anyway, I'm just telling you that you can receive tokens if you meet the Alpha points standard.
Want it? If you want it, go earn it. Last time it was 45 points, this time 60? 80?
The trading volume of coins on Alpha has really surged recently, but as everyone increases their volume, the losses are still somewhat higher than before.
MEV bots are lying down and winning, and retail investors are all being taken advantage of.

Official announcement! The US SEC has approved ProShares Trust's XRP ETF, officially launching on April 30!
XRP has become the third cryptocurrency to be listed on an ETF after BTC and ETH.
With the current market value, a 4% increase is quite impressive; let's watch the trend after the listing.
Stay tuned!!!

There was a bug on the BG platform last Sunday, causing user contract arbitrage losses, and the final result was the platform sending a lawyer's letter?
Doesn't this just confirm that the platform is directly gambling with users?

Still, as I said, bugs can be fixed with money, but credibility is very hard to restore.