加密柯柯

The US election 🇺🇸 is counting votes🔔

Election update: According to the Fox News website: 29 states have announced the results!

🔴Trump currently has 178 electoral votes

🔵Harris currently has 113 electoral votes
Trump is currently leading by 65 electoral votes and nearly 3.5 million votes

Recently, the on-chain market looks pretty good, and many P owners are quite active.

Those interested in the secondary market can keep an eye on it.

Recently, I've been focusing mainly on ALPHA and some short-selling strategies. I’ve been continuously updating on Twitter, there have been some small gains, but I haven’t achieved any significant results yet.

Current holding situation:

ghibli: doubled at its peak, currently floating profit of about 15%

boop: break-even, it was pretty good to have you guys buy the dip the day before yesterday

bnbxbt: just bought $5000, currently down 3%, target is to aim for 50%-100%

The activity level of bnbxbt is better than boop, and the community atmosphere is more positive, so I will continue to keep an eye on it.

Profit and loss come from the same source, one must be a bit steadier in action.

From the prosperous CTO in a green hat to today's $Nihao, and the previously strong investment $crybb that Boss Shuai insisted on,

This wave of market heat following Bonk has brought excitement, rising, pulling, and FOMO,

One careless moment can lead to getting a bit high, feeling like returning to the days of 'picking up money.'

Although $IKUN and $gib missed out,

It's clear to feel the market's momentum pushing funds forward,

Emotions have also floated along,

As a result, tonight's new listing for Bonk pulled people back to reality,

Basically, half of this wave of profits seems to have gone down the drain...

Friends, I discovered a heart-wrenching truth: those who always get tangled up in how to cut losses often end up not making any profits at all! Stop always thinking about how to lose less; the focus should be on how to earn more! The core of trading actually boils down to three points:

1. Determine the direction: Only when the direction is correct can you make a profit; if the direction is wrong, cutting losses is futile!

2. Find the entry point: Choosing a good position to enter the market doubles your efficiency in making money, and you can easily reap the rewards!

3. Set profit-taking: This is the most critical! If profit-taking is set well, the profits will truly end up in your pocket!

Don't always hesitate to take profits, or you might end up with nothing at all! Taking profits is even more important than cutting losses! Learn to take profits, and trading will shift from 'losing or not losing' to 'earning more or less'!

Recently playing Dogecoin, just focus on two platforms:

One is bonk_fun, the other is jup_studio.

BONK.fun recently has a much higher chance of launching 'Golden Dogs' compared to other launch platforms, for example, it launched 280 million USELESS in a month, and in the last week alone, it had 20 million $IKUN.

There are also the recently popular Chinese character coins, like 旺柴, which broke 3 million overnight, all produced by BONKfun. It can be said that BONK's products are guaranteed to be high quality.

Yesterday I also mentioned on Twitter that the Jup Studio platform has just launched. Although the number of coins launched is not high, the leading coins change every day. Today's $URANUS has successfully broken through 15 million.

The market cap limit on this platform is roughly in the tens of millions, with fewer tokens available, increasing the probability of filtering out 'Golden Dogs', so the odds for small market cap coins are relatively better.

Although the data from Ethereum's accumulation addresses provides quite positive long-term signals,

the short-term outlook doesn't seem so optimistic.

From the perspective of volume-price relationship, Ethereum's trading volume in the past two days has significantly decreased compared to June 23 and 24,

indicating that buying pressure is beginning to weaken,

so the probability of a direct breakout past the resistance zone is low,

and it is more likely to experience a pullback and consolidation in the short term.

兄弟们，你们看这图不觉得吓人吗？

这一个多月，已经好几次冲到11万了，

每次一到11万，就有人开始喊12、13万，真是不长记性啊。

我倒是不怕跌，就是怕以后根本没行情了。

在市场里真正赚钱的只有两类人：

一类人是那种有天赋、极其聪明、很勤奋。对市场机会有着狐狸一般的敏锐，经常能抓住大热点，一年甚至几个月时间就可以从十几万做到上千万。诸如很多车头都是这类人。但这类人，一般人真的学不会，可能一辈子也学不会，他们的天赋、性格、智商是天生的。

还有一类人，就是智商、性格、天赋一般的，但是他们看好市场，有自己的认知和原则，他们只买市场公认的好标的或者头部标的，中长期持有，好像啥也没干，最后也赚了数十倍。

可悲的是
第一类人极难学，可能1%都不到，也学不会，但人们却挤破头去学。
第二类人可以学，但很多人却不屑学。
因为第一类看起来“帅”“风光”“快”。
第二类看起来“慢”“土”“没操作感”。

但结局往往是：
第一类学不会，最后靠情绪冲动亏成笑话。
第二类不愿学，结果在一轮牛市里赔钱出局。
真正值得修炼的，是做第二类人的能力。
不是不动，是少动。不是死拿，是基于大逻辑下的拿住；

你想成为第二类人，关键得做到这几点：

认知要稳：你拿它为啥？是看赛道？结构？还是周期？逻辑能说清楚吗？

原则要定好：止盈点在哪，多久加一次仓，亏损能忍多少，这些都得提前定好。

做到不动如山：别被情绪带跑，不看消息乱操作。

能接受利润回撤：行情一波波的，要想吃完整段，不回撤几次基本不可能。

别重仓情绪票：题材再火，也别脱离基本面瞎赌。

持有过程中最重要的是有原则。涨了想止盈，跌了想止损，想补仓又怕亏，这都是没原则。高抛低吸没错，但抛完价格没跌回来，或者没跌到你预期价又涨上去了，那基本上你就出局了。

Perhaps the opportunity for a altcoin season is here—now basically 99% of projects, once listed on Binance, fly around like headless flies, completely lying flat, making it difficult to surge again!

But precisely because of this, the enthusiasm of project parties has been activated. The market has never lacked funds; what it lacks is that 'hook' that can arouse retail investors' desires!

Even if there is really an altcoin season, it will only be a localized market. It is recommended to prioritize mainstream MEME sectors, or those with actual applications, small scale, and where VCs are still present among low market cap VCs!

Can $LABUBU speed up? It's really dragging on!

Have you noticed that those altcoins that surged the most during the previous crash have barely moved in the overall market rebound in the past few days? Coins like dmc, myx, and tut are essentially propelled by short squeezes. Now, while other coins are rising by three to four percent a day, the attention of the short sellers is naturally diverted away, and no one is watching them anymore, so the 'fuel' for further rallies is gone. How could they possibly continue to rise?

Moreover, during such times, it is highly likely that the market makers will not only refuse to support the rally but may also take advantage of the 'bulls bottom-fishing' sentiment in the market to initiate a sell-off to lure in more buyers, harvesting and harvesting again.

Is it still worth it to farm tokens now? How can studios survive?

Recently, some friends asked me why I haven't talked about token farming and studios for a long time.

In fact, a few years ago, I wrote quite a bit about it, analyzing strategies, operations, business models, etc. But now, the situation has changed, and the underlying logic is different.

1. The days when you could just brush a transaction or fill in an email to get a large airdrop are truly over. Those who caught that wave of dividends have already had their fill; those who missed it, if they rush in now to start a studio and invest heavily, are basically acting impulsively and not very rationally.

2. The entire field is visibly shrinking; there are fewer projects, lower valuations, and good projects are becoming increasingly scarce. In fact, many projects have died before launching their tokens, directly sentenced to death by the market. Not to mention that platforms like Binance Alpha and Kaito are also competing for market share, and competition has entered a close combat phase.

So, if you still have a studio now, the focus is actually on how to reduce costs and keep the team agile and flexible.

My own approach now is to travel light and control costs to the extreme. For example, collaborating with trusted brother teams, sharing resources, working on research and technology together, paying fewer salaries, and dividing profits based on results, while keeping fixed expenditures to a minimum.

In the past, when writing about token farming, I was very confident; but now, changes are happening too quickly, and the industry's rhythm has completely changed. The most important thing now is to wait for a new distribution model to emerge, to avoid rushing in, and not to be greedy.

What we should really think about is: How will this industry change next? How can the team avoid being eliminated?

Of course, I'm not saying that airdrop opportunities are completely gone; the industry has cycles, and the field has its ups and downs. When the market is good, expansion is to capture more value; when the market is bad, cost reduction is to survive first.

So for now, token farming is more suitable as part of a diversified portfolio and should not be the main business anymore. The focus is on reducing trial-and-error costs, minimizing investment, staying flexible, and adapting to changes.

Many times, it looks like the business has been defeated by the market; in fact, it's often more about being trapped by "path dependence" and "greed mentality." Those who made money by luck often end up losing it back in down periods.

Recent things to pay attention to:

1. Lao Ma and Lao Pu have fought again. When these two stir things up, the market tends to go down. Be cautious when operating; the uncertainty is too high.

2. The trading competition organized by Wlfi and $b will end in 5 days. It is still unclear whether to directly buy the top two with 1 million USD or to buy several top projects. If it's the latter, some projects can be checked in advance, but when it comes time to buy, it's likely that everyone will rush to sell at the same time.

3. Egl1 is currently in first place, looking like someone who doesn't lack funds, especially since they invested 1 million themselves to buy the liquidity pool for other projects of usd1. Pay close attention to which project they will target next, as if they buy a project that lacks depth, it could easily trigger a sharp rise.

4. Recently, the popularity of cryptocurrency and stock-related assets has been very high. Some people can't help but jump in due to FOMO, while others are still watching. Just because something is popular doesn't mean you have to get in, but you must stay alert and not miss important signals.

$ZEUS has dropped 90% from its peak, and now there are rumors that the team is gearing up to make moves again. It has already doubled from its low point and is gaining significant momentum!

It is now listed on KuCoin, and today it even made it into the top three of the gainers list! Discussions in the community are quite lively, and everyone is optimistic about the future trend. Friends who are interested can take a look; it might just be the next big breakout!

Tomorrow the first ETF for SOL is going to launch, and the key is that this one is backed by staking!

However, after the news was released last night, $SOL didn’t rise much, indicating that this good news has already been largely digested by the market.

Here’s how I see the upcoming trend for $SOL:

In the short term, once the ETF goes live, the market will likely 'cash in on the good news', leading to a sell-off, so $SOL might experience a pullback first;

But in the medium term, the launch of the SOL ETF will still bring a wave of activity, possibly pushing to challenge previous highs.

Overall, among the various altcoin ETFs, the SOL ETF is the most worthy of attention and has the most potential.

Why do I say that? From the perspectives of user numbers, TVL, on-chain trading activity, ecosystem completeness, market capitalization, and market recognition, Solana can basically maintain its position as 'the third dragon'. Moreover, given Ethereum's current weakness, Solana has a good chance of taking the 'second dragon' throne.

So if traditional institutions really want to allocate to altcoin ETFs, the SOL ETF is definitely the first choice.

The above is just my personal opinion and does not constitute investment advice, DYOR.

We must always understand one principle: there are really not many people who can persist in an industry for a long time.

In the cryptocurrency circle, many people initially think making money is too easy and have never seriously considered the concept of 'losing money'.

With great enthusiasm, they enter the market, fantasizing that they can turn a small amount of capital into a fortune, only to become the market's fodder, clearly being cut down.

But even if you become fodder, don't do it for nothing—what matters is whether you have grown in this process and whether you can escape that deep pit that can never be filled.

The current environment is no longer the kind where 'you can earn just by working hard'; making money is not as easy as you think.

Always remember one thing: money can never be earned completely in a lifetime, but a single operational mistake can cause you to lose it all.

Small funds have their own way of living, don't get carried away. When you see others making hundreds of thousands a day, are you feeling envious? Wake up, that's a game only big funds can play. For us with small funds, we shouldn't force ourselves into that playstyle; if we do, we might end up out of the game.

Even with little money, we can still play, but we need to follow our own pace. Use small positions and take it step by step. Don't complain about the slowness; earning steadily is the way to go. Old acquaintances know that I've always moved forward steadily, never recklessly.

Now, although I have considerably more funds than before, I still stick to the old rules and control my positions reasonably. Some brothers, when their small funds are doing well, get carried away and insist on increasing their investment, resulting in what? Nine out of ten end up losing everything. It's like a child insisting on driving a big vehicle, unable to distinguish between the accelerator and the brake; it's no surprise if they flip over. Most people simply cannot handle the excitement that comes from high risks.

Remember, don't always compare yourself to others; focus on whether you are making progress every day. Keep a steady pace, manage your positions well, and only then can you sustain your profits. Surviving in the market for a long time is far more important than making quick gains. Earning money slowly and steadily, isn’t that appealing?

Ultimately, it's not about having more money to win; it's about who can control themselves. Those with small funds need to be more prudent, don't get overly excited. If you really don't know how, look at my real trading operations. Come, let me teach you how to play steadily.

Today's hot opportunities are here. Let's briefly discuss a few points worth noting today:

1. ETFs continue to see significant capital inflows. Last Friday, the BTC ETF alone attracted over $500 million, and the ETH ETF also brought in around $70 million. The capital sentiment is still quite strong.

2. The on-chain performance over the weekend was quite impressive, with tokens like USELESS and MORI hitting new highs and continuing to break historical records. The MEME coins overall are also bouncing back strongly, indicating a bit of market recovery.

3. Bitcoin has once again surpassed the $108,000 mark, and some altcoins are also performing well, especially in the Layer 2 sector, where ARB surged over 50% from the bottom, with OP and STRK following suit.

4. Within the MEME sector, Launchcoin doubled from 0.075. Pengu's trading style remains aggressive, but other MEME coins are still swaying with the market and currently lack particularly standout performances.

5. The CEO of Bitcoin Magazine is planning a major move, preparing to raise over $100 million to establish an organization similar to Fairshake PAC, specifically aimed at promoting Bitcoin-related policies.

6. The president of The ETF Store mentioned that the SEC may approve Grayscale's digital large-cap ETF this week, and spot ETFs for XRP and SOL may soon follow.

You need to communicate more with the project party so that you know how to cooperate and plan ahead, which gives you the opportunity to gain more benefits.

In the eyes of the project party, KOLs are simply a promotional channel. When they seek your cooperation, they are looking for your ability to drive sales, not to make friends with you. Therefore, when you engage with the project party, the most important thing is not to be deceived or get carried away by them.

Unless you possess resources or abilities that they genuinely lack, your relationship will only be a temporary collaboration and cannot be considered true trust. When the market is good, everyone appears harmonious on the surface, but in their hearts, they are all calculating their own interests.

If you can get your hands on the chips early on, it's only because you are useful to them at that stage, and everyone wants to grow the cake together. Whether it's a VC project or a MEME coin, the strategies are quite similar.

However, once the project reaches the mid-term, when it starts to talk about valuation and needs to sell, everything changes. Funds need to be realized, and whoever runs first has an easy time. The project party's focus naturally is no longer on you. You transition from being a partner to being an adversary.

At this point, they will use various rhetoric to stabilize you and your community, saying that big opportunities are coming, that spot trading is about to go live, or that certain institutions are in talks. Most of these 'good news' are aimed at stabilizing emotions because you are essentially competing for the same wave of liquidity—when it comes time to retreat, no one wants to be at the back; everyone wants to be the first to leave.

So, if you cannot see through these games or understand the subtext of their words, do not hesitate; focus on the price. Once what the project party says is inconsistent with the price trend, everything should be based on the price. No matter how eloquent they are, it won't save a chart from crashing.

I bought $10,000 of Sahara at 0.092.

This coin hasn't been this strong in a long time, it’s listed on Binance, OKX, Korean exchanges, and Bitget.

Moreover, I have a deep connection with this project, having followed it from the first round of testing to the token launch.

Currently, the circulating market cap isn’t high, only over $100 million, which is quite low for such a big player.

Today I saw many friends who do annotations posting.

They painstakingly annotated for three months, and most of the airdrop was given to them.

These people have a deeper emotional attachment to the project than those who initially received the ARB airdrop.

So they are likely determined to hold long-term, and the selling pressure won't be significant.

Currently, the first wave of market washing has actually ended.

Even for short-term trading, one must consider the long-term; from a long-term perspective, the Sahara mainnet hasn’t launched yet.

After the mainnet launch, the tokens will have more empowerment and functionality.

Important aspects like data supply, annotation, model training, and human collaboration will all require $SAHARA for value exchange.

The key point is the big direction; AI + crypto is the trend.

Sahara has already built an AI construction platform and asset market,

becoming an infrastructure that is quite unique,

unlike most AI projects that are still stuck in the hype concept stage.