丰密KuiGas

Everyone is a KOL

In this age of flattened information and infinite amplification, everyone has the potential to be influential.
Those who can make money are Alpha1,
Those who can help others make money are Alpha2,
And those who continuously upgrade their understanding, execute investments, and ultimately achieve results are what we call top Alpha.

However, not everyone wants to be a KOL who helps others make money. Value output has always had different dimensions. Some provide 'knowledge power', some provide 'hardcore technology', some build 'trust', some are 'capital spokespersons', and some are true 'guides'.

Every month, I engage in deep conversations with some extremely strong individuals, whether seeking help, discussing projects, or exploring investment opportunities.
In this process, I believe:
They are all KOLs, just in a way that is not defined by 'traffic', quietly 'helping others'.
For instance, the scientists from Nillion who helped me this time, it was their data that made a difference.

So, don't let the number of fans, blue checks, or traffic bubbles define who you are.
What truly matters is whether you can create results, convey influence, lead the rhythm, and change the direction!

In Web3, we are all spectators,
You think you are on the bridge enjoying the scenery,
Little do you know, you have already become a part of the scenery.

My understanding of poverty is twofold: the poverty of material possessions and the poverty of thought and cognition. Compared to material poverty, it is much harder to escape from the 'poverty' of thought and cognition. The poverty of thought and cognition can trap a person in a cycle of negativity, inferiority, and shortsightedness, making them unwilling to accept new things.

Before I desperately tried to escape, I went through one of the hardest times in my life, not material poverty, but the kind of confusion and hesitation that comes from losing direction in life. I spent my days and nights obsessed with playing Honor of Kings, eventually reaching the highest rank. In many cafés in Shanghai, you can see my figure—a short, unattractive, and poor loser. To be honest, deep down I don't want to be so despondent, but my body is honest.

Awakening as a person really requires enduring countless sufferings, painful and long. Trying to slowly accept the imperfections of the world may just be the way to perfection.

It's not that you didn't get any, it's that you simply didn't qualify to take

$HYPE
At the beginning of the year, looking back at last year's major projects, Hyperliquid on the 9th indeed stands out as a "super major project" from the perspective of cake, whether it’s in terms of mechanism design, airdrop valuation, or subsequent price performance, it’s considered one of the top project templates.

It's not that you didn't get any, it's that you simply didn't qualify to take
$HYPE
1. Difficult to obtain is Hyperliquid's core feature:
Seasonal system + Rolling weights,
Dynamic adjustment of points + Maximum difficulty,

It’s not like the traditional mechanism of “placing orders/interacting to get”, but rather has a complex scoring model to assign points based on behaviors, such as providing LP for market making, trading, activity level, fund utilization rate, etc.
In fact, I was paying attention early on and participated a bit, but later it became very difficult to earn points, with dynamic adjustments changing weekly. At the time of the airdrop, its value was around 1.3 to 1.4 billion USD, and afterwards it kept rising, with very high enthusiasm.
However, as far as I know, very few people around me have made more than 330,000 dollars in profit; if someone did, I sincerely want to ask how they managed to achieve that initially, such as the risk-reward ratio, etc.

2. No matter how strong the project is or how beautiful the price surge is, it can't escape a reality — someone needs to keep buying orders to maintain the coin price.
Strong narrative, strong market making, strong execution, well-placed incentives, with continuous competition from new participants; the core lies in whether the project can "tell a new story" + "open a new entry point".

3. The current airdrop market is quite difficult; where is the difficulty?
- There are many variations in points, and marketing traces are very obvious. Most projects focus on people at the front, leaving others behind.
- It has shifted from “everyone earning” to “elite competition”.
- Witch hunts are becoming stricter; I am the fish, and who is the witch 🧙‍♀️
It’s not decided by oneself, nor by technology.
- The community is often the most easily overlooked, but it is actually the most important.
- Liquidity is weakening, and most projects in the market are valued very low.

I go wherever I want, and I cook tea around the fire every time I go to a place.
See the mountains, see the water, and see myself.
My brother who I have known for 17 years came back to visit me. I told him that I didn’t have time to go out and play. He said, “Brother, take your computer and I’ll be your driver.”

After a round, I either drank tea and worked by the lake or on the top of the mountain, traveled through the mountains, and walked in the temples. I saw and felt a state of mind that I had never had before. The sentence “Dust to dust, earth to earth” always echoed in my mind. I had a little understanding of the cycle of life and the laws of nature.

The meaning of life is unique to everyone. It may be about pursuing dreams, creating beauty, helping others, or simply enjoying every moment in life. It is important that we find our passion, live out our true self, and bring positive magnetic fields to the world as much as possible.

A few points about losing money: 1. Supplements are essential for cat owners, so don’t stay up late. 2. Give up ineffective social interactions and focus on losing money and gas. They say health is important, but being poor is equally uncomfortable. 3. Poetry and the distance are both beautiful, and the power of concentration, focus, and long-term practice to do one thing to the extreme is also intoxicating.

Arbitrum made 120 million last year, and the next round may be soon too

OP raised $150 million in March, with a16z leading the investment. The Airdrop snapshot was announced in April, one week after the financing information.

StarkNet announced in May that it had raised $100 million, with a valuation of $8 billion, and mentioned June 1

Safe announced $100 million in financing in July, Airdrop snapshot time 818

zkSync announced $200 million in November, to be determined

aztec announced financing of 100 million in December, to be determined

💌💌

Concise and to the point: shuttle

After gem/gen was acquired, gen gave 300u yesterday. None of the interactive people got the ideal return.

Just like, when buying coins, you need to buy coins that will not be delisted by Binance in the next 3-4 years, or buy coins that have a chance of being listed on Binance.

Just like the agreement that the ceiling must be high enough to achieve interactive masturbation, many dapps will give up decisively.

Choice is greater than effort. Choice is important, but effort is more important.

🥲

Bian NiuX BNB NiuX

BTC BullX ETH BullX

🤡👺